Welcome to DataAnnotation! We pay smart folks to train AI. We offer a remote, flexible work model- you choose your own hours and get to work when you want, whenever you want. Apply now through our open Job Listings.

Industry: Software Development
Company Size: 5,001-10,000 employees

DataAnnotation

Savvy Admin PROD

DataAnnotation is committed to creating high-quality AI. We are looking for a Risk Analyst to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

**Role**

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:

- Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management

- A current, in progress, or completed Masters and/or PhD is is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

#finance

Risk Analyst

DataAnnotation is committed to creating high-quality AI. We are looking for an M&A Associate to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

**Role**

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:

- Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management

- A current, in progress, or completed Masters and/or PhD is is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

#finance

M&A Associate

Industry: Business Consulting and Services
Company Size: 2-10 employees

RG&T Solutions

This remote, flexible role involves reviewing and improving AI Assistant responses related to finance, macro trends, and markets. Ideal candidates are experienced finance professionals with advanced degrees (MBA+), strong financial reasoning, and proficiency in analysis and modeling. Responsibilities include evaluating AI outputs, testing complex scenarios, and providing structured feedback to enhance AI performance. The position offers part-time or full-time hours, with hourly pay starting at USD $50-$60, plus bonuses for quality work. Candidates should be detail-oriented, fluent in English, and capable of handling complex financial tasks. Payments are made via PayPal, and the role is independent contractor-based, allowing for a customizable schedule and project selection.

Remote Corporate Development Manager - AI Trainer

DataAnnotation is committed to creating high-quality AI. We are looking for a Research Analyst to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

**Role**

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:

- Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management

- A current, in progress, or completed Masters and/or PhD is is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

#finance

Research Analyst

DataAnnotation is committed to creating high-quality AI. We are looking for a Finance Analyst to join

our team to help train the next generation of AI while enjoying the flexibility of remote work and the

freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re

looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as

a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful

tool for finance professionals. We're seeking experienced finance professionals with advanced degrees

(MBA+) and professional experience to use their expertise to help shape how AI understands financial

principles and decision-making.

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role,

**You Might**

- Review and improve AI Assistant answers to questions about macro trends, corporate finance,

and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI

Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their

reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more

reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a

finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant

backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth

Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and

high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises

related to finance management

- A current, in progress, or completed Masters and/or PhD is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any

currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

#finance

Finance Analyst

DataAnnotation is committed to creating high-quality AI. We are looking for an Investment Risk Analyst to join

our team to help train the next generation of AI while enjoying the flexibility of remote work and the

freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re

looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as

a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful

tool for finance professionals. We're seeking experienced finance professionals with advanced degrees

(MBA+) and professional experience to use their expertise to help shape how AI understands financial

principles and decision-making.

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role,

**You Might**

- Review and improve AI Assistant answers to questions about macro trends, corporate finance,

and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI

Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their

reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more

reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a

finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant

backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth

Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and

high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises

related to finance management

- A current, in progress, or completed Masters and/or PhD is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any

currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

#finance

Investment Risk Analyst

DataAnnotation is committed to creating high-quality AI. We are looking for an Investment Research Analyst to join

our team to help train the next generation of AI while enjoying the flexibility of remote work and the

freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re

looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as

a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful

tool for finance professionals. We're seeking experienced finance professionals with advanced degrees

(MBA+) and professional experience to use their expertise to help shape how AI understands financial

principles and decision-making.

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role,

**You Might**

- Review and improve AI Assistant answers to questions about macro trends, corporate finance,

and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI

Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their

reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more

reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a

finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant

backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth

Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and

high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises

related to finance management

- A current, in progress, or completed Masters and/or PhD is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any

currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

#finance

Investment Research Analyst

DataAnnotation is committed to creating high-quality AI. We are looking for a Portfolio Manager to join

our team to help train the next generation of AI while enjoying the flexibility of remote work and the

freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re

looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as

a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful

tool for finance professionals. We're seeking experienced finance professionals with advanced degrees

(MBA+) and professional experience to use their expertise to help shape how AI understands financial

principles and decision-making.

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role,

**You Might**

- Review and improve AI Assistant answers to questions about macro trends, corporate finance,

and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI

Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their

reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more

reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a

finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant

backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth

Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and

high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises

related to finance management

- A current, in progress, or completed Masters and/or PhD is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any

currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

#finance

Portfolio Manager

DataAnnotation is committed to creating high-quality AI. We are looking for an Alternative Investments Analyst to join

our team to help train the next generation of AI while enjoying the flexibility of remote work and the

freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re

looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as

a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful

tool for finance professionals. We're seeking experienced finance professionals with advanced degrees

(MBA+) and professional experience to use their expertise to help shape how AI understands financial

principles and decision-making.

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role,

**You Might**

- Review and improve AI Assistant answers to questions about macro trends, corporate finance,

and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI

Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their

reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more

reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a

finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant

backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth

Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and

high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises

related to finance management

- A current, in progress, or completed Masters and/or PhD is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any

currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

#finance

Alternative Investments Analyst

World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.

Using data-driven analytics, our advisors innovate new products and solutions tailored to clients’ needs across insurance and bonds, employee benefits, retirement plans, wealth management services, private client services, and payroll & HR solutions. 

We have advisors in dozens of niche markets, and we cater to specialized industries such as agribusiness, associations, construction, entertainment & recreation, healthcare, hospitality, manufacturing, public/nonprofit, professional services, real estate, retail, self-storage facilities, and transportation.

With the backing and expertise of a comprehensive network of specialists, our colleagues build trusted relationships with our clients that deliver real-world results.

Industry: Insurance
Company Size: 1,001-5,000 employees

World Insurance Associates LLC

**Company Overview**

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.

Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

**Position Summary**

IT Support Level II must have proficient technical knowledge and be able to confidently and effectively communicate with users to understand problems and explain their solutions. The ideal candidate will be Customer-oriented and patient in their interaction with users who are not technically inclined.

**Primary Responsibilities**

Provide technical assistance and support for incoming helpdesk tickets and escalations with issues related to computer systems, software, security and hardware. Effectively respond to tickets in person or over the phone. Document solutions and advise team on training recommendations to cut down on tickets. Train computer users when possible. Fast-paced and user-demanding environment

- Proficiency in Vendor and Asset Management/Active Directory / Azure / Entra, Intune & Autopilot, O365 Administrator Console, Exchange Administrator Console, Windows 10/11, Network & Printer Troubleshooting, and Hardware Setup and build outs.

- Critical Thinking/Minded

- In office, with hybrid available after 120 days.

- Self-driven, willing to make calls when needed and able to take direction as well as prioritizing tasks as requested

- Serving as the first and second point of contact for employees seeking technical assistance through the helpdesk ticketing system.

- Doesn’t buckle under pressure and can stay levelheaded.

- Performing remote troubleshooting through diagnostic techniques and pertinent questions

- Determining the best solution based on the issue through research in past tickets, google and user details provided.

- Ability to see through user ticket details or lack of and can ask the right critical questions.

- Walk the employee through the problem-solving process

- Direct/Escalate unresolved issues to the next level of support personnel

- Provide accurate information on IT products or services

- Ticket quality over quantity, treat tickets like a detailed work log which in the end provides support to colleagues who may run into similar issues.

- Keep IT documentation up to date.

- Close helpdesk tickets upon resolution and in a timely manner

- Follow-up and update employee status and information

- Adhere to the outlined ticket SLA

- Pass on any feedback or suggestions to IT Management

- Identify and suggest possible improvements to procedures

- Rotating On Call Support as outlined in the 2026 calendar year

- Support M&A integration process as needed and or outlined by team members

- 30% + of travel to various regional WIA offices will be required within reason and availability.

**Equal Employment Opportunity**

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

**To Executive Search Firms and Staffing Agencies**

World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

**Compensation**

This is a New Jersey based position with a competitive benefits package. The base salary ranges from $55,000 to $65,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: https://www.worldinsurance.com/careers.

IT Support Technician II

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh and Pune.

Industry: Software Development
Company Size: 501-1,000 employees

Addepar

**Who We Are**

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

**The Role**

Addepar is seeking a strategic and results-oriented Lifecycle Marketer to join our marketing team, specifically focused on the US RIA (Registered Investment Advisor) segment. This role is responsible for designing and executing end-to-end marketing strategies that span the entire prospect and client lifecycle—from initial awareness and lead generation through to implementation, retention, upsell, and renewal. The ideal candidate will have a deep understanding of the US RIA landscape and a proven track record of using data-driven insights to drive customer lifetime value and long-term firm growth.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions.

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $109,000 - $170,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

**What You’ll Do**

- Manage the Full Lifecycle Journey: Design, implement, and optimize multi-channel lifecycle programs (email, in-app, web, etc.) for the US RIA segment to drive prospect conversion and maximize client retention and expansion

- Drive Awareness and Acquisition: Develop targeted campaigns to build brand awareness within the RIA community and generate high-quality leads for the sales team

- Optimize Client Implementation Engagement: Partner with the Customer Success team to optimize our implementation experience marketing efforts and develop ongoing engagement initiatives that ensure clients realize the full value of the Addepar platform

- Execute Retention and Upsell Strategies: Identify opportunities for account growth and renewal; develop triggered and automated campaigns to drive feature adoption, upsells, and cross-sells

- Content and Messaging Strategy: Create and curate compelling, segment-specific content and messaging that resonates with RIA principals and advisors at every stage of their journey

- Data-Driven Optimization: Partner with Marketing Operations to continuously analyze lifecycle metrics (e.g., conversion rates, retention, churn, and LTV) to optimize campaign performance

- Collaborate Cross-Functionally: Work closely with Sales, Customer Success, Product, and Marketing Operations to ensure a unified and consistent brand experience across all touchpoints

- Leverage Marketing Technology: Utilize marketing automation tools (e.g., Marketo), CRM systems (Salesforce), and analytics platforms to build, scale, and measure personalized lifecycle journeys

**Who You Are**

- Bachelor's degree in Marketing, Business, or a related field.

- Substantial experience in B2B marketing, preferably in the financial technology or financial services (or B2B SaaS experience marketing into financial services/RIAs)

- Proven experience in managing and executing marketing campaigns bringing together multiple marketing channels (digital, content, events, social, media etc).

- Strong project management skills with the ability to manage multiple initiatives simultaneously

- Excellent communication and interpersonal skills, with the ability to build and maintain relationships with partners and internal stakeholders

- Proficiency in marketing automation tools, CRM systems, and analytics platforms

- Creative thinker with a strategic mindset and a results-driven approach

- Proactive and enthusiastic with a can-do attitude and willingness to learn new skills

- Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities

**Our Values**

- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.

- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.

- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.

- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.

- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.

Sr. Performance Marketing Manager, RIAs

**Company Overview**

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.

Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

**Position Summary**

The Broking Consultant is responsible for providing expert advice to clients, analyzing their insurance needs, and recommending suitable coverage options. This role is responsible for broking all lines of property & casualty insurance in an effort to increase the Company’s market share in commercial businesses and organizations through an in-depth knowledge of insurance risks and markets. Will also be responsible for leading the renewal, tender and prospecting processes

**Primary Responsibilities**

- Perform the services of a Property and Casualty Insurance Broker for all lines of coverage

- Advise and execute on the placement strategy of new and renewal P&C programs on behalf of existing and new clients in collaboration with the Client Advisor and service team.

- Execute coverage placement strategy within required timeframe.

- Analyze and review insurance programs for clients to determine optimum program including structure, pricing, terms and conditions for both new and renewal business.

- Help with the development of new and innovative solutions for the Commercial Lines Practice

- Develop, maintain, and expand strong, collaborative relationships with Trading Partners including direct insurance companies, intermediaries, and alternative risk facilities.

- Aid in the development of Broking Associates and Specialists on the team, provide mentorship and guidance.

- Work as a team member and collaborate with other colleagues within the team.

- Execute corporate Trading Partner strategy and influence other team members to do same.

- Possess knowledge of Benchmarking and Loss Analysis, facilitate delivering these resources to support client retention and new client acquisition.

**Position Specific Skills/Qualifications**

**Work Experience**

**Required**

- 8-10+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages

**Professional Licenses/Certifications**

**Required**

- Must hold state Property & Casualty insurance license.

**Essential Skills/Competencies**

- Project/process management discipline and follow-through

- Compelling deductive reasoning skills

- Substantial inter-personal skills and associate engagement expertise

- Effective listening and communication skills

- Collaborative nature

- Action-oriented, ambitious, initiative-taker

- Analytical and creative thinker

- Commitment to continuous learning and development

- Good understanding of complex property and casualty insurance programs, risk management, and alternative risk structures

- Purposeful, results-driven, competitive, tenacious desire to win

- Understands how to identify and apply corporate resources to achieve optimal outcomes for clients and prospective clients

- Knowledgeable of the global insurance marketplace and keeps current with changing marketplace landscape

- Strong ability to influence and negotiate with trading partner peers, and achieve optimal outcomes for clients and prospective clients

**Education**

**Required**

- High School Diploma or equivalent experience.

**Physical Demands & Working Conditions**

Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.

**Equal Employment Opportunity**

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

**To Executive Search Firms and Staffing Agencies**

World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

**Compensation**

This position is located in New Jersey/NY Metro. The base salary for this position at the time of this posting may range from $88,900 to $109,800. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details.

Commercial Lines Broking Consultant

At VCCP our challenger attitude transforms the fortunes of our clients. We have a motto: It only works if it all works, which is why we involve ourselves in far more than just advertising. With a thorough understanding of each client’s business, we can challenge what’s around it, and then transform it.

Industry: Advertising Services
Company Size: 51-200 employees

VCCP US

**Job Title: Staff Accountant **

**Location: New York, NY **

**Type: Full Time / Hybrid 3 days a week in office **

**Reports to: Cody Knox, Senior Accountant **

**THE BIG PICTURE **

VCCP is a global creative network built on a challenger spirit. Founded in London in 2002 on the principles of simplicity, collaboration, and un-preciousness, we believe in the power of big ideas—and the magic that happens when every discipline works together to bring them to life.

Our founding client was BT Cellnet (now O2), one of the most awarded brands in IPA effectiveness history. Today, we partner with some of the most dynamic brands on the planet—like White Claw, Audi, Google, Primark, and Spectrum—helping them launch, relaunch, and grow through standout creativity that drives real business results.

With offices around the world and a Park Avenue home in New York, VCCP is the challenger network for challenger brands. Our work goes way beyond ads. We build brands, shape customer experiences, spark culture, and drive growth through integrated thinking and full-spectrum capabilities—creative, media, social, digital, data, production (via our in-house partner Girl&Bear), and more.

Our motto: It only works if it all works. That’s why we bring everything under one roof—and why we’ve been named Campaign’s Global Integrated Agency of the Year two years running.

**OUR PURPOSE **

We exist to transform the fortunes of our clients by challenging and disrupting the categories they operate in. That’s why we call ourselves ~~the challenger agency for challenger brands ~~.

**OUR CULTURE **

We look for people who will positively shape and contribute to our culture. That means you should be:

- Collaborative by nature

- Entrepreneurial in spirit

- Proud of your work

- Honest and direct

- Un-precious—because great ideas can come from anywhere

- Ready to own it and make things happen

**ABOUT THE ROLE **

- Have general understanding of accounting principles (financial statements, general ledgers, journal entries)

- Responsible for timely and accurate month end reporting

- Balance Sheet reconciliations

- Maintain schedules

- Have knowledge on all balances and stay on top of clearing old balances

- Maintain budget spending

- Review expense reports

- Track and process invoices, manage vendor payments

- Ensure timely customer receipts

- Assist with updating client trackers and project finance management

- Assisting with special projects as needed

- Be a finance partner to the account management & production teams

Knowledge & Skills

- 2-5 years experience in an accounting role

- Degree in accounting or finance

- Organizational skills, sound judgment, and strong attention to detail

- Ability to handle multiple assignments as well as prioritizing workloads

- Effective communication with people on all levels

- Flexibility, team player attitude, willingness to pitch in and do anything

- Exhibit judgment on when to elevate issues and when to resolve independently

- Update existing files as fit, create new templates for more automation

- Visualize broader impact on work being done, be proactive

Compensation: $60,000 - 75,000 / yearly based on experience

NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties to meet the ongoing needs of the agency.

We’re passionate about creating a workplace that promotes and values diversity, equity and inclusion. Our belief is that all humans are worthy of dignity. At VCCP, we are committed to cultivating an environment that welcomes every gender identity or expression, religion, ethnicity, sexual orientation, age, disability status, citizenship, or anything that makes you unique.

Staff Accountant

Deloitte drives progress. Our firms around the world help clients become leaders wherever they choose to compete. Deloitte invests in outstanding people of diverse talents and backgrounds and empowers them to achieve more than they could elsewhere. Our work combines advice with action and integrity. We believe that when our clients and society are stronger, so are we. 

Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited (“DTTL”), its global network of member firms, and their related entities. DTTL (also referred to as “Deloitte Global”) and each of its member firms are legally separate and independent entities. DTTL does not provide services to clients. Please see www.deloitte.com/about to learn more.

The content on this page contains general information only, and none of Deloitte Touche Tohmatsu Limited, its member firms, or their related entities (collectively the “Deloitte Network”) is, by means of this publication, rendering professional advice or services. Before making any decision or taking any action that may affect your finances or your business, you should consult a qualified professional adviser. No entity in the Deloitte Network shall be responsible for any loss whatsoever sustained by any person who relies on content from this page.

Industry: Business Consulting and Services
Company Size: 10,001+ employees

Deloitte

Deloitte Services LP includes internal support areas such as Finance and Administration, Talent, Information Technology, Marketing and Communications, and Facilities Management. This Tax Senior Accountant role is part of our internal US Firms Tax ("USFT") team which is a subset of our Finance and Administration group. The USFT team is responsible for setting the tax policy for the Deloitte US Firms in the US and other countries where it has operations, as well as for all the domestic and foreign compliance for the Deloitte US Firms' entities.

Recruiting for this role ends on April 19th 2026.

**What You'll Do**

As a Tax Senior Accountant - Partner Tax Matters, you will be responsible for preparing the allocations of federal and state taxable incomes to our partners. You will also prepare and review partner level information that will be communicated in our annual Forms K-1 packages. You will also onboard, manage and retain our staff, and assist with transforming our people, processes, and technology.

**The Team**

The Partner Tax Matters team is responsible for allocating federal and state taxable incomes to our partners, and for producing and distributing the annual Forms K-1 packages to all active and retired US Firms partners. The Partner Tax Matters team also calculates the various required withholding tax amounts. The Partner Tax Matters team leads strategic planning projects, such as projections of various taxable income scenarios and PET analysis. Finally, the Partner Tax Matters team also responds to partner inquiries of the items reported to them on their Forms K-1.

**Responsibilities**

-  Produce and distribute annual partner Forms K-1 packages, including allocations of income, deductions, and separately stated items to US Firms partners.

-  Prepare allocations of items for 199A, 163(j), and Form K-3 reporting.

-  Assist in the preparation of federal, state, and local income tax returns, including composite nonresident income tax returns, withholding tax returns, and certain partner-related information.

-  Coordinate on federal withholding information returns.

-  Prepare and review selected general ledger accounts monthly for appropriateness of certain withholding accruals.

-  Prepare and track tax capital for the partners.

-  Assist with workflow management and supervising tax consultants on assigned engagements.

-  Manage the annual partner state tax elections process and the collection of nonresident non-joiner affidavits, review per partner withholding, PET, and composite tax calculations.

-  Assist with partner questions regarding federal or state or local tax matters related to their K-1 information and withholdings.

-  Perform tax research as necessary regarding federal and state tax issues affecting the US Firms or our partners.

-  Assist with implementation of any federal or state or local tax-related legislation.

-  Make recommendations on business and process improvements related to US Firms tax matters.

**Qualifications**

Required:

-  Bachelor's degree in Accounting/Taxation.

-  Eligible for CPA, Enrolled Agent, or other relevant certification.

-  Minimum of 3 years of relevant experience in a professional services firm.

-  Strong knowledge of federal and state partnership tax compliance, including partner-level income allocations, tax research, and tax planning.

-  Prior experience supervising tax professionals on a project or engagement basis.

-  Tax forecasting / planning experience.

-  Proficient in Excel.

-  Ability to travel 0-15%, on average, based on the work you do and the clients and industries/sectors you serve

-  Limited immigration sponsorship may be available

Preferred:

-  Advanced degree.

-  Knowledge of SQL Microsoft Management Studio, Microsoft Power BI, or Alteryx a plus

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $69,400 to $142,600.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

EA_ExpHire

EA_FA_ExpHire

Tax Senior Accountant, Internal Tax Team - Partner Tax Matters

Kobalt is one of the world’s largest, most innovative music companies, using technology to power creative freedom, transparency, ownership and control for artists, songwriters, publishers, and labels. 

As file-sharing wreaked havoc on the record industry, Kobalt took a bet on digital music and won. Founded in 2000 by Swedish entrepreneur Willard Ahdritz, the startup built a platform to maximize efficiency, accuracy, and transparency across the billions of micro-payments collected in today’s highly complex digital world. As traditional music companies fought technology and contracted, Kobalt embraced it and grew, building an infrastructure and world-class creative team purposely designed to usher in the streaming era, along with a more fair, rewarding music business for creators.

Today, Kobalt has over 700 employees in 12 offices around the world, represents over 20,000 artists and songwriters, 600,000 songs and 600 publishing companies, and continues to push its disruptive philosophy and values into other areas of the music industry. Recent innovations AMRA, the world’s first global digital performing rights organization, are both considered major agents of change in their respective businesses. 

Kobalt is proud to work with some of the world’s greatest artists and songwriters, representing on average over 60% of the top 100 songs in both the US and UK. Kobalt clients include Childish Gambino, Marshmello, Beck, Wolf Alice, Max Martin, Ozuna, Tash Sultana, Paul McCartney and MPL Communications, Disney Music Group, and many more.

Industry: Musicians
Company Size: 501-1,000 employees

Kobalt Music

**The Role**

We are looking for a detail-oriented and proactive Staff Accountant to join our Finance team in New York. This role plays an important part in supporting the accuracy and transparency of Kobalt's financial reporting and operational processes.

You'll be involved in month-end close activities, reconciliations, and supporting audits, while working closely with the Senior Accountant and wider Finance team. This is a great opportunity for someone with a strong accounting foundation who is looking to develop their skills in a fast-paced, international music company.

You'll gain exposure to core accounting processes and contribute to continuous improvements as you build your experience within the team.

**What You'll Do**

- Support the month-end close process for the Corporate business unit, ensuring accuracy and timeliness of key deliverables.

- Prepare balance sheet reconciliations and assist in resolving discrepancies.

- Partner with teams such as FP&A and P&C to support accurate reporting of operating expenses.

- Support statutory reporting and audit requirements for overseas subsidiaries, working with external partners where required.

- Assist with group audit requirements, ensuring supporting documentation and workpapers are complete and organised.

- Support the administration of travel and expense systems (Concur and CWT) and the US credit card program.

- Contribute to process improvements by identifying inefficiencies and supporting solutions.

- Communicate effectively with internal stakeholders, ensuring clarity and accuracy in financial information.

**What You'll Bring**

Essential:

- 1-3 years' experience in accounting or a similar finance role.

- Understanding of accrual-based accounting principles.

- Strong attention to detail and organisational skills.

- Strong written and verbal communication skills.

- Proficiency in Excel and Microsoft Office Suite.

- Bachelor's degree in Accounting (or similar).

- A proactive mindset with a willingness to learn and develop.

- Ability to work in a fast-paced environment with shifting priorities.

Desirable:

- Experience in a medium-sized, fast-paced accounting environment.

- Familiarity with NetSuite.

- Progress toward a professional qualification (CPA or equivalent).

**What Success Looks Like**

**By Month 3: **You'll have a solid understanding of the month-end close cycle and core processes, building strong working relationships across the Finance team.

**By Month 6: **You'll be confidently contributing to reconciliations and close activities, taking ownership of key tasks and supporting audit preparation.

**By Year 1: ** You'll be a reliable contributor across the Finance function, supporting reporting, audits, and process improvements while continuing to build your technical expertise.

**Key Behaviours for Success**

**Collaboration & Teamwork: ** You work closely with colleagues across Finance and the wider business, supporting shared goals and contributing to a positive team environment.

**Attention to Detail: ** You take pride in delivering accurate work, maintaining a high level of precision across all tasks.

**Time Management & Prioritisation: ** You manage your workload effectively, meeting deadlines while maintaining quality and accuracy.

**Interview Process**

- Introductory call with a member of our Recruitment Team

- Interviews with the Hiring Manager and Finance team

- Final stage interviews in our New York office

- Feedback at each stage

We aim to complete the full process from application to offer within three weeks. If there are any delays, our Recruitment Team will keep you updated at every step.

Why Choose Us

At Kobalt, we've championed creators since 2000. Our technology and music services are built to make the industry more transparent, fair, and rewarding for artists, songwriters, and rights holders. We're proud to work with some of the world's most influential talents including Phoebe Bridgers, Sam Fender, Paul McCartney, Foo Fighters, Karol G, Young Thug, Kali Uchis, FINNEAS, and Andrew Watt as well as acclaimed writers like Simon Aldred (Rag'n'Bone Man, Liam Gallagher, Celeste) and Clarence Coffee Jr. (Dua Lipa, Lizzo, The Snuts).

We're a company that thrives on creativity, collaboration, and progress. Our values: Music First, Transparent, Tech Powered, and Transformative. Shape how we work, build, and grow together. We are a community of people who care deeply about making a meaningful impact in music and technology.

Kobalt is an equal opportunity employer. We believe in equitable access to opportunities and are committed to building a diverse, inclusive, and supportive workplace. We welcome applications from people of all backgrounds and identities. If you need any adjustments during the hiring process, please let us know we're happy to help.

If this sounds like you, then please share your story by filling out the application below. To get you in the right mood, have a listen here to songs by our talented creators, especially curated to get you in the right mood when looking for the next challenge!

IMPORTANT NOTICE

Applicants must be eligible to work in the United States. A full background check on acceptance of offer. Kobalt is an equal opportunity employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, gender, age, religion, disability, sexual orientation, or any other status or characteristic protected by law.

NYC Pay Transparency Law: The range provided is for NYC-based hires only and will be commensurate with candidate experience. Pay ranges for candidates in other locations other than NYC may differ based on the cost of labor in that location. Pay range: $60,000 -$70,000

Our company is certified women-owned and committed to creating opportunities for a diverse and inclusive culture. We are mindful of the impact of our products on the planet; thoughtful about our community, our customers, and our culture.

Industry: Apparel & Fashion
Company Size: 51-200 employees

GREY MATTER CONCEPTS

**Job Title: Junior Accountant **

**Reports to: Senior Level Accountants and above. **

**Location: New York **

**Job Summary: **

The Junior Accountant supports the finance team by handling daily financial tasks, maintaining records, and assisting with financial reporting. The Junior Accountant will report directly to the Senior Accounting Manager. This role is ideal for those in the early parts of their career.

**Key Responsibilities: **

- Process invoices, and reconcile vendor statements.

- Process and dispute customer chargebacks.

- Process credit card expenses and allocate to proper GL accounts

- Perform bank reconciliations and maintain accurate records.

- Support the preparation of financial reports and analysis of sales and inventory.

- Assist with audits and compliance documentation.

- Handle various ad hoc accounting tasks as needed.

**Qualifications: **

- Bachelor’s degree in accounting is a must with good grades.

- 0-2 years of accounting experience or internships.

- Some experience with accounting software and proficiency in Excel including v-lookups and pivot tables.

- Experience doing research or preparing reports using AI services.

- Strong attention to detail, emphasis on accuracy, and organizational skills.

- Able to hit deadlines

- Punctual

- This position reports onsite with potential to work from home on Fridays.

Junior Accountant

We're a niche recruitment firm specialising in the search of US and UK/US tax professionals around the world.

Blackden Consulting has formed excellent relationships with hiring managers at in-house, Big 4, CPA and consultancy firms of all sizes, assisting with hires of all seniorities, from Associate to Partner level.

Industry: Staffing and Recruiting
Company Size: 2-10 employees

Blackden Consulting

Blackden Consulting is partnering with a New York-based investment management firm to hire a Senior Tax Accountant** **into a key role spanning the firm’s management company, investment structures and the family office, with a focus on tax reporting, compliance and entity-level flow of information.

This is a key hire for someone who can operate across a complex structure, owning tax reporting and compliance across partnership, corporate and cross-border matters.

**The role **

- In-house tax work across the investment manager and related entities

- Tax filings and reporting, including K-1s

- Foreign partner reporting, including Forms 8804, 8805 and 8813

- Exposure to Forms 8865 and 5471

- Involvement in transfer pricing, allocations and carry

- Supporting the flow of tax information up to management entities and the wider family office

We are open to candidates from public accounting, fund tax, partnership tax, in-house tax or family office tax. Strong tax compliance experience, good commercial judgement, and the ability to get to grips with a sophisticated structure quickly. Prior experience or exposure to a family office environment will be highly advantageous.

Senior Tax Accountant

Founded in Hong Kong in 2013, Lalamove is an on-demand delivery platform born with a mission to empower communities by making delivery fast, simple and affordable. At the click of a button, individuals, small businesses and corporations can access a wide fleet of delivery vehicles operated by professional driver partners. 

Powered by technology, we seamlessly connect people, vehicles, freight and roads, moving things that matter and bringing benefits to local communities in 14 markets across Asia, Latin America and EMEA.

Industry: Software Development
Company Size: 1,001-5,000 employees

Lalamove

At Lalamove, we believe in the power of community. Millions of drivers and customers use our technology every day to connect with one another and move things that matter. Delivery is what we do best and we ensure it is always fast and simple. Since 2013, we have tackled the logistics industry head on to find the most innovative solutions for the world’s delivery needs. We are full steam ahead to make Lalamove synonymous with delivery and on a mission to impact as many local communities as we can. We have massively scaled our efforts across Asia, Latin America, the Middle East and now have our sights on taking our best-in-class technology to the rest of the world. And we need your help to get us there!

We’re looking for a motivated and detail-oriented junior accountant who is eager to learn and grow in a fast-paced environment. This role is ideal for someone who enjoys hands-on work, takes ownership of their responsibilities, and is excited to build a strong foundation in accounting while supporting day-to-day finance operations.

**What You Will Do**

- Oversee daily finance operations and general bookkeeping to ensure accurate and timely records.

- Manage day-to-day accounts receivable and end-to-end accounts payable processing, ensuring timely and accurate vendor payments.

- Assist the Finance Manager with weekly bank reconciliations (including payment platforms such as Adyen) and month-end closing processes.

- Maintain compliance with local accounting standards and company policies, including supporting tax filings and coordinating with external tax agents.

- Maintain complete and organised accounting records locally, including vendor onboarding (e.g., W-9 collection), expense tracking, and prepaid expense schedules, and coordinate with HQ to resolve accounting-related queries.

- Prepare and submit daily, weekly, and monthly financial reports to management and HQ within required deadlines, including cash flow reporting and reconciliation summaries.

- Process and manage employee expense reimbursements and operational payments (e.g., driver payouts) accurately and on schedule.

- Liaise with external auditors and prepare supporting schedules and documents required for audit purposes, including balance sheet reconciliations and supporting schedules.

- Support chargeback tracking, dispute management, and reconciliation of payment transactions where applicable.

- Assist with journal entries, accruals, and fixed asset tracking to support accurate financial reporting.

- Perform other ad-hoc duties and finance-related tasks as assigned.

**What We Seek**

- Bachelor’s degree in Accounting, Finance, or a related field.

- Minimum of 2 years of relevant accounting experience.

- Solid knowledge of local accounting standards and regulations.

- Proficient in Microsoft Office applications (Excel, Word, etc.).

- Experience with Adyen + NetSuite is a plus.

To all candidates- Lalamove respects your privacy and is committed to protecting your personal data.

This Notice will inform you how we will use your personal data, explain your privacy rights and the protection you have by the law when you apply to join us. Please take time to read and understand this Notice. Candidate Privacy Notice: https://www.lalamove.us/en-us/candidate-privacy-notice

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.

Accountant

We use AI to understand human ability and match talent with the opportunities they're best suited for.

Industry: Software Development
Company Size: 51-200 employees

Mercor

**About The Job**

**Mercor ** connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include **Benchmark **, **General Catalyst **, **Peter Thiel **, **Adam D'Angelo **, **Larry Summers **, and **Jack Dorsey **.

**Position: ** CPA / Seasoned Accountant

**Type: ** **Contract**

**Compensation: ** **$60–$80/hour**

**Role Responsibilities**

- Develop realistic and effective environments for evaluating and training models on bookkeeping workflows.

- Evaluate and train models on data entry, schedules & accruals, reconciliation, and variance analysis.

- Collaborate with teams to improve AI model training and evaluation processes.

- Provide structured feedback to enhance model outputs and training data quality.

- Work independently and asynchronously to meet deadlines and improve model performance.

**Qualifications**

**Must-Have**

- CPA or equivalent accounting certification.

- Experience in bookkeeping workflows including data entry, schedules & accruals, reconciliation, and variance analysis.

**Application Process (Takes 20–30 mins to complete)**

- Upload resume

- AI interview based on your resume

- Submit form

**Resources & Support**

- For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome

- For any help or support, reach out to: support@mercor.com

~~PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity. ~~

Accountant | Upto $80/hr Hourly

We're TripleLift, an advertising platform on a mission to elevate digital advertising through beautiful creative, quality publishers, actionable data and smart targeting. Through over 1 trillion monthly ad transactions, we help publishers and platforms monetize their businesses. Our technology is where the world's leading brands find audiences across online video, connected television, display and native ads. Brand and enterprise customers choose us because of our innovative solutions, premium formats, and supportive experts dedicated to maximizing their performance. As part of the Vista Equity Partners portfolio, we are NMSDC certified, qualify for diverse spending goals and are committed to economic inclusion. 

Find out how TripleLift raises up the programmatic ecosystem at triplelift.com.

Industry: Advertising Services
Company Size: 201-500 employees

TripleLift

**About TripleLift**

We're TripleLift, an advertising platform on a mission to elevate digital advertising through beautiful creative, quality publishers, actionable data and smart targeting. Through over 1 trillion monthly ad transactions, we help publishers and platforms monetize their businesses. Our technology is where the world's leading brands find audiences across online video, connected television, display and native ads. Brand and enterprise customers choose us because of our innovative solutions, premium formats, and supportive experts dedicated to maximizing their performance.

As part of the Vista Equity Partners portfolio, we are NMSDC certified, qualify for diverse spending goals and are committed to economic inclusion. Find out how TripleLift raises up the programmatic ecosystem at triplelift.com.

**Overview**

We’re looking for a detail-oriented Accountant to join our growing Finance team. In this role, you’ll play a key part in ensuring accurate payroll, compensation, and expense accounting while partnering closely with teams across the company. This is a great opportunity for someone who enjoys working in a fast-paced environment, takes pride in precision, and wants to make a meaningful impact as the business scales.

**Responsibilities**

Payroll & Compensation

- Own end-to-end payroll processing for 400+ employees across multiple entities and regions

- Ensure payroll is accurately recorded through journal entries, reconciliations, and month-end close activities

- Partner with HR and external payroll providers to keep employee data accurate and resolve any discrepancies

- Prepare and review payroll-related tax filings and compliance requirements

- Support equity and stock-based compensation accounting under ASC 718, including grant tracking, expense calculations, and disclosures

General Accounting & Expenses

- Process high volumes of vendor invoices accurately and efficiently in Tipalti

- Review invoices for proper approval, coding, and supporting documentation

- Code invoices to appropriate general ledger accounts, cost centers, and departments

- Resolve invoice discrepancies and respond to vendor inquiries

Process Improvement & Collaboration

- Look for opportunities to improve accounting processes and strengthen internal controls

- Collaborate with FP&A, Revenue Operations, and other business partners on compensation-related reporting

- Support annual audits by preparing schedules, documentation, and responding to auditor requests

- Assist with special projects and ad hoc analyses as the business continues to grow

**Education & Requirements**

- Bachelor’s degree in Accounting, Finance, or a related field

- 3–5 years of accounting experience, ideally in a high-growth, technology, SaaS, or adtech environment

- Strong understanding of GAAP, particularly related to payroll, compensation, expense, and equity accounting

- Experience working with multi-state and/or international payroll

- Familiarity with stock-based compensation accounting under ASC 718

- Experience using equity management platforms such as Carta or Shareworks

- Experience with accounting software (Sage IntAcct, NetSuite or similar ERP systems preferred)

- Proficiency in Excel (pivot tables, XLookups, financial modeling)

- Exposure to sales compensation structures and commission accounting is a plus

- CPA or CPA candidate preferred, but not required

- Highly detail-oriented with a strong sense of ownership and accountability

- Excellent organizational and time-management skills, with the ability to meet deadlines

- Clear, collaborative communicator who enjoys working cross-functionally

**US Jobs: ** The base salary range represents the low and high end of the TripleLift US salary range for this position. Actual salaries will vary depending on factors including but not limited to experience and performance. The range listed is just one component of TripleLift’s total compensation package for employees. Other rewards may include bonuses, an open Paid Time Off policy, and many region-specific benefits.

Pay is based on various non-discriminatory factors including but not limited to experience, education, and skills.

Benefits Available to Eligible Employees Include the following*:

- Medical, Dental & Vision Plans

- Flexible PTO

- 401k w/ employer match

- Full-time employees are eligible for comprehensive benefits (subject to the terms of applicable plans/policies/agreements, which will be made available to you after commencing employment).

Salary range transparency

$75,000—$95,000 USD

**Life at TripleLift**

At TripleLift, we’re a team of great people who like who they work with and want to make everyone around them better. This means being positive, collaborative, and compassionate. We hustle harder than the competition and are continuously innovating.

Learn more about TripleLift and our culture by visiting our LinkedIn Life page.

**Establishing People, Culture and Community Initiatives**

At TripleLift, we are committed to building a culture where people feel connected, supported, and empowered to do their best work. We invest in our people and foster a workplace that encourages curiosity, celebrates shared values, and promotes meaningful connections across teams and communities. We want to ensure the best talent of every background, viewpoint, and experience has an opportunity to be hired, belong, and develop at TripleLift. Through our People, Culture, and Community initiatives, we aim to create an environment where everyone can thrive and feel a true sense of belonging.

**Privacy Policy**

Please see our Privacy Policies on our TripleLift and 1plusX websites.

~~**TripleLift does not accept unsolicited resumes from any type of recruitment search firm. Any resume submitted in the absence of a signed agreement will become the property of TripleLift and no fee shall be due. ** ~~

Navolio & Tallman LLP offers both the technical expertise of a “Big Four” accounting firm and the personalized client service only a smaller firm provides. Our partners have over 40 years of combined experience specializing in providing audit, accounting, and tax planning and compliance services to sophisticated clientele. We specialize in a broad spectrum of securities funds, private equity and venture capital firms, real estate firms, high-net-worth individuals and closely-held businesses.

We also use the most cutting-edge technology in our profession. We have clients located across the country and are able to communicate with them easily and have the capabilities to seamlessly and securely exchange documents and tax information through our secured portal system. This provides us with not only the confidentiality and security needed, but also allows us to service clients located anywhere in the world.

Industry: Accounting
Company Size: 51-200 employees

Navolio & Tallman LLP

Job Type

Full-time

**Description**

We are looking for an experienced public accountant for our audit senior position with 3+years of audit experience who understands the importance of professionalism, technical excellence, and commitment to the highest industry standards. We offer a comprehensive range of taxation, advisory, compliance, audit, and accounting services for a wide variety of businesses and their owners and serve a broad spectrum of securities funds, private-equity and venture capital firms, real estate firms, private foundations, and high-net-worth and ultra-high-net-worth individuals. You will have opportunities to mentor staff and be mentored by the firm partners. Most importantly, when you work with us, you will have an impact.

We offer a hybrid-working model, state of the art equipment, and firm events that help our staff foster personal connections with all of their coworkers and promote collaboration in the workplace. Our hybrid work environment allows for greater flexibility and work-life integration. We firmly believe that the success of our firm is directly dependent on the success of our people, which is why we strive to cultivate an engaging environment that exemplifies our firm values. Accounting Today named Navolio & Tallman LLP as one of the “Top 100 Best Accounting Firms to Work for” for multiple years.

**Work Environment**

- Fast-paced and requires a high degree of urgency in completing tasks and assignments

- Rewarding and challenging with varied work activities and exposure to different clients and services

- Embraces and encourages ongoing change and improvement and empowers staff at all levels to provide feedback and to personally make changes

- Provides opportunities to work with concepts and ideas as well as technical tasks such as investigation, analysis, and problem solving

**Position Responsibilities**

- Assist with engagement planning, accounting research, and supervision of staff throughout audit, review, and compilation engagements

- Critically detail reviews of audit, review, and compilation procedures and financial statements and perform and prepare more complex procedures and financial statements

- Effectively research and explain technical issues to staff and motivate them to build their technical skills

- Manage workflow between staff and management by identifying and prioritizing deadlines

**Requirements**

- Bachelor of Science or Master of Science in Accounting

- Meets the 150 semester unit requirement for CPA licensure by current or grandfathered standards, as applicable

- 3+ years of audit experience

- Demonstrates leadership, problem solving, and strong verbal and written communication skills

Salary Description

$80,000.00 - $ 105,000.00

Audit Senior

Industry: Financial Services
Company Size: 51-200 employees

LifeSci Partners

We are seeking a motivated and detail-oriented **Junior Accountant ** to support our day-to-day accounting operations. This role will play a key part in accounts payable and receivable processes, maintaining accurate financial records, and assisting with month-end close activities.

The ideal candidate has a strong foundation in accounting principles, is highly organized, and is comfortable working with financial systems and data entry. This position offers the opportunity to gain hands-on experience across multiple areas of accounting while collaborating with a dynamic finance team. Spring '26 college graduates are highly encouraged to apply!

**Key Responsibilities **

**Accounts Receivable (AR): **

- Enter customer payments and ensure accurate application to invoices

- Support other accounts receivable processes and activities as assigned

**Accounts Payable (AP): **

- Enter bills and process AP payments made outside of NetSuite

- Set up and maintain vendor accounts in NetSuite

- Handle vendor-related requests, such as requesting W9s, verifying banking details and completing basic vendor forms

- Prepare 1099s and other required tax-related documentation

**Reconciliations & Expense Management: **

- Assist with month-end reconciliations, including bank accounts, credit cards, and other balance sheet accounts

**General Accounting Support: **

- Ensure accurate and timely data entry of financial transactions

- Support the maintenance of organized financial records and related documentation

- Assist in ad hoc requests and special projects

**Qualifications & Skills **

- 0-3 years of experience and a Bachelor’s degree in Accounting, Finance, or a related field

- Accounting internship experience preferred

- Strong understanding of the fundamentals and ethics of accounting

- Strong understanding of accounts payable, accounts receivable, and reconciliations

- Proficiency in accounting software (experience with NetSuite is a plus)

- Excellent attention to detail and organizational skills

- Strong communication skills and ability to interact with clients and vendors professionally

- Ability to work independently and meet deadlines

**What We Offer **

- Comprehensive medical, vision, and dental healthcare benefits

- Generous PTO policy

- 401(k) plan

- Paid Parental Leave

- Commuter benefits, wellness reimbursement & additional EOP offerings

LifeSci Partners is proud to be an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, veteran status, or any other protected status under federal and state law. We provide reasonable accommodation for applicants with disabilities or sincerely held religious beliefs, as required by law.

𝐈𝐧𝐭𝐮𝐯𝐢𝐚 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐢𝐞𝐬 is a dynamic and growth-driven company offering innovative solutions in 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭, 𝐉𝐨𝐛 𝐏𝐥𝐚𝐜𝐞𝐦𝐞𝐧𝐭 𝐏𝐫𝐨𝐠𝐫𝐚𝐦, 𝐚𝐧𝐝 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠. Our mission is to empower businesses and individuals through technology, talent, and transformation.

𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬:

🔹 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭:
We deliver custom software and web development solutions tailored to meet the unique needs of startups, enterprises, and global brands. From scalable platforms to user-friendly applications, our tech experts ensure robust, secure, and future-ready solutions.

🔹 𝐉𝐨𝐛 𝐏𝐥𝐚𝐜𝐞𝐦𝐞𝐧𝐭 𝐏𝐫𝐨𝐠𝐫𝐚𝐦 𝒕𝒉𝒓𝒐𝒖𝒈𝒉 𝐆𝐫𝐚𝐝-𝐇𝐢𝐫𝐞 (𝐰𝐰𝐰.𝐠𝐫𝐚𝐝-𝐡𝐢𝐫𝐞.𝐜𝐨𝐦):
At 𝐆𝐫𝐚𝐝-𝐇𝐢𝐫𝐞, a Job placement program 𝐥𝐚𝐮𝐧𝐜𝐡𝐞𝐝 𝐛𝐲 𝐈𝐧𝐭𝐮𝐯𝐢𝐚 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐢𝐞𝐬, we connect talented Graduates with top employers across industries in United States of America. We bridge the gap between talent and opportunity through strategic sourcing, training, career guidance, interview preparation, and matching candidates to roles that align with their goals and experience, ensuring long-term employment success.

🔹 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠:
We help brands grow and thrive online with our full-suite digital marketing services—including SEO, PPC, social media marketing, and branding strategies. Our data-driven approach ensures visibility, engagement, and measurable ROI.

With a client-first mindset and a passion for innovation, 𝐈𝐧𝐭𝐮𝐯𝐢𝐚 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐢𝐞𝐬 is your trusted partner for digital evolution and workforce excellence.

Industry: IT Services and IT Consulting
Company Size: 11-50 employees

Intuvia Technologies

**Job Title:- Accountant – Branch Financial Accounting **

**Location:- New York, NY 10020 **

**Work Schedule: Hybrid - 5days (Thursday to Wednesday) in office, 5days (Thursday to Wednesday) work from home **

**Job Description: **

- Required years of experience: 0-2 years

- Assist Branch Financial Accounting team for financial reporting and closing of General Ledger

- This role is responsible for data gathering, reconciliation, basic analysis and preparation of financial reporting under the supervision of senior team members.

- Some basic accounting knowledge required

- Proficiency in Microsoft suite (Excel basic formulas, pivot tables preferred)

**Responsibilities: **

- Work on month-end close processes, which includes but is not limited to:

- Working with cross functional groups in completing reconciliations

- Produce and deliver monthly Balance Sheet analysis and substantiation support

- Preparation of monthly financial statements, inclusive of all related deliverables

- Deliver quarterly HO reports, while being able to support inquiries of the underlying data

- Experience with performing monthly intercompany analysis, which includes the resolution of breaks with cross functional teams.

- Support audit deliverables / inquiries (Internal Audit/SOX/External).

**Skills: **

- Learn ERP systems quickly, i.e. GLCS

- Able to work independently and communicate / collaborate / escalate issues in a timely manner.

- Able to work with the team members and follow detailed desktop procedures and policies.

- Strong time management and planning skills.

- Strong communication and writing skills.

Why Phoenix VX?
At Phoenix VX Recruiting & Business Solutions, we bring together two powerful service areas—strategic recruiting solutions and customized business presentation design—to help organizations and individuals grow, connect, and communicate more effectively.

Whether you’re an employer seeking top-tier talent or a leader preparing to present a critical message, we are your partner in delivering results. Our team is uniquely positioned to provide both talent acquisition services that span industries and functions, and business content development that turns ideas into engaging, on-brand, and visually impactful presentations.

 
What We Do Best
🔹 Recruiting Solutions
We support employers across all industries with expert recruiting services, offering flexible hiring models and a wide network of professional recruiters. From sourcing and screening to full-cycle recruiting, we help organizations build strong teams with confidence and care.



🔹 Business Presentation & Design Services
We create presentations and business content that make your message impossible to ignore. From training modules and educational lessons to business proposals, annual reports, and executive decks—our work is grounded in storytelling, visual design, and strategic clarity.

Industry: Professional Services
Company Size: 1 employee

Phoenix VX

Our Client is hiring a This is a high-impact role supporting the financial operations of **active real estate development projects **, with a strong emphasis on **construction accounting, draw processes, and lender reporting **.

You will work closely with leadership and project teams to manage the **financial lifecycle of development projects **, from construction through stabilization, within a multi-entity investment structure. This role requires a hands-on professional who can **own draw packages, support lender interactions, and manage project-level financials in real time **.

The ideal candidate has direct experience working on the **owner/developer side ** and can step in immediately to support ongoing development activity.

**Key Responsibilities **

- Prepare and manage **construction draw packages **, including coordination with project managers, contractors, and lenders

- Support **AIA billing processes and requisition cycles **, ensuring accuracy and timely submission

- Coordinate and deliver **lender reporting **, including funding requests, draw schedules, and supporting documentation

- Track and report on **project-level costs **, including construction expenditures, budgets, and capital allocations

- Monitor **project cash flow and funding timelines **, identifying potential gaps or delays

- Manage **month-end and year-end close ** for development entities, including journal entries, accruals, and reconciliations

- Maintain accurate **job cost tracking and WIP schedules ** across active development projects

- Review and code **vendor invoices **, ensuring alignment with project budgets and contracts

- Reconcile and manage **intercompany transactions ** within a multi-entity structure

- Assist with **audit preparation and financial reporting **, including year-end workpapers and external requests

- Identify opportunities to improve **processes related to development accounting and reporting workflows **

**Required Qualifications **

- Bachelor’s degree in Accounting or related field

- 4+ years of **real estate development or construction accounting experience **

- Direct, hands-on experience with: **Construction draw preparation/AIA billing/Requisition processes/Lender reporting and funding requests **

- Strong understanding of **job costing, project accounting, and development financials **

- Knowledge of **GAAP ** and real estate accounting principles

- High attention to detail with strong **analytical and problem-solving skills **

- Ability to work independently in a **fast-paced, project-driven environment **

- Advanced proficiency in **Microsoft Excel **

-

**Preferred Qualifications **

- Experience working on the **owner/developer side ** of real estate projects

- Familiarity with **Yardi Voyager or similar real estate accounting platforms **

- Experience within a **multi-entity or fund-based structure **

- Exposure to **ground-up development or major redevelopment projects **

Distinguished Programs is a leading national insurance Program Manager, specializing in areas such as Real Estate, Community Associations, Fine Art & Collectibles, Environmental & Construction Professional, Inland Marine, Executive Lines, Hotels, and Restaurants. We provide property and liability products via a vast network of agents and brokers nationwide. 

With the Power of the Pen ✍️, our high-limit umbrella programs, supported by reliable and reputable carriers, offer top-notch coverage, competitive prices, and outstanding service in our focus areas. Since 1995, we have cultivated growth and opportunities for brokers, carriers, and employees.

Licensed insurance agents can join our network, access specialized programs, and issue policies online without minimum volume requirements. Account setup is fast and simple, allowing immediate access to quote and issue our "A" rated insurance products.

Our comprehensive suite of property and liability programs includes:

 - Real Estate
 - Community Associations
 - Hospitality
 - Restaurants
 - Fine Art & Collectibles
 - Cyber
 - Environmental & Construction Professional
- Inland Marine
- Executive Lines

Distinguished Programs is dedicated to driving growth and opportunities for our brokers, carriers, and employees through innovative solutions and strategic partnerships.

Industry: Insurance
Company Size: 201-500 employees

Distinguished Programs

**Distinguished ** is a leading national insurance Program Manager providing specialized insurance programs to brokers and agents with specific expertise in Real Estate, Community Associations, Hospitality, Fine Art/Collectibles, Executive Lines, Environmental, Surety, Restaurants, and more. Distinguished partners with a select group of highly rated insurance companies to provide exclusive programs to our national network of 4,000 agencies and brokerages. You will have an opportunity to work with an energetic, passionate team that is committed to growth by helping our customers trading partners grow their businesses and building a best-in class system, as well as a great place to work.

We are seeking a detail‑oriented **Staff Accountant **to support day‑to‑day accounting operations within our Accounting & Finance team. This role assists with core accounting activities, journal entries, account reconciliations, financial reporting support, and Workday Financials processes while gaining exposure to budgeting and forecasting.

**Responsibilities**

- Prepare routine journal entries and assist with monthly, quarterly, and annual close activities

- Perform account reconciliations and investigate variances

- Maintain accurate financial records and support general ledger activities

- Assist with audit requests by compiling documentation and preparing support schedule

- Support budgeting and forecasting data collection and template updates

- Partner with team members to consolidate financial information and monitor spending trends

- Help prepare variance analyses and periodic financial reports

- Utilize Workday Financials for reporting, data entry, and process improvements

- Assist in troubleshooting Workday issues and support enhancements under direction of senior team members

- Participate in Workday training and help educate teammates on basic system functionality

**Skills & Qualifications**

- Bachelor’s degree in Accounting

- 2+ years of accounting experience (internships or corporate accounting preferred)

- Strong proficiency in Microsoft Excel (formulas, pivot tables, lookups)

- Understanding of basic accounting principles and US GAAP

- Experience with budgeting/forecasting processes is a plus

- Strong analytical skills and attention to detail

- Ability to work in a fast‑paced environment and handle multiple tasks

- Effective communication and collaboration skills

**LOCATION**

- NYC, hybrid schedule – 2-3 days in office

**Compensation And Perks**

- $70,000-$85,000 base salary plus bonus. Salary commensurate with knowledge, skills, experience, and geographic location

- Summer Fridays (Leave at 2:00PM all Fridays from Memorial Day to Labor Day)

- Great healthcare coverage including Medical, Vision, and Dental

- 401k with 4% company match. Immediately 100% vested

- Life, disability and supplemental insurance

- Growth and development opportunities

- Wellness Benefits including an Employee Assistance Program, Telemedicine, and Peloton App Digital Membership for 1 year (or if you have Peloton equipment, receive a 4-month waiver)

- Work/Life Balance with generous time off policy including PTO and paid holidays, Dependent Daycare flexible spending account, paid parental leave, a commuter account, and a sabbatical every 7 years

**CORE VALUES**

Our Core Values define our business. At Distinguished Programs you will achieve goals focused on the best interest of our customer. **INTEGRITY **plays a crucial role in the way Distinguished does business. **INNOVATION **enables us to remain an industry trendsetter. You will be involved in projects that advance our products, processes, and people! You will collaborate with leaders in the organization and build **RELATIONSHIPS ** with your colleagues, carriers and customers. Capitalize on your interests and strengths to drive an enrichment focused path allowing your determination to launch your career in an industry of endless opportunities. Bring your passion to the work you do, the people you impact and the success we **ACHIEVE ** together. Acceptance and appreciation for diversity and inclusion are at our core.

We do not accept unsolicited resumes from external recruiting firms or agencies.

Distinguished Programs, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status.

All your information will be kept confidential according to EEO guidelines.

Pelago is the world’s leading virtual clinic for substance use management. 

We are transforming substance use support—from prevention to treatment—delivering education, management skills, and opportunities for positive change to members struggling with substance use, most commonly tobacco, alcohol, opioids, and cannabis. 

Our solution gives employers the means to offer on-demand, personalized support to workers seeking to live healthier lives. Pelago’s cognitive behavioral therapy (CBT) and medication-assisted treatment (MAT) programs deliver convenient, accessible, and effective support that seamlessly integrates with health plans, pharmacy benefit managers, and wellness platforms. 

Visit www.pelagohealth.com for more information.

Industry: Hospitals and Health Care
Company Size: 51-200 employees

Pelago

Pelago is the world’s leading virtual clinic for Substance Use Management. Our program provides guidance, support and treatment for members seeking to overcome their tobacco, alcohol and opioid use. From unhealthy habits to active substance use disorders, Pelago delivers a personalized solution based on individual health, habits, genetics, and goals, providing care for members wherever they might be on the substance use spectrum.

Pelago's suite of virtual services ranges from education, to cognitive behavioral therapy (CBT) to comprehensive medication-assisted treatment (MAT). Pelago enables employers and health plans to deliver accessible, affordable, and effective treatment for substance misuse.

Pelago has scaled to helping hundreds of employers and health plans and has already helped more than 750,000 members manage their substance use better. We have recently closed our Series C and raised over $151m from leading global investors. If you are passionate about making an impact on the health of others, join us and make it happen!

**Overview Of The Role...**

As a Senior Accountant, you'll sit at the center of a small, high-trust finance team — working directly with our CFO and Controller, owning the close, and shaping how we report and operate as we scale. The work is real, the scope is wide, and you'll be doing it at a company where what you build here truly matters.

At Pelago, we're actively building toward an AI-native way of working, and we want people who are genuinely energized by that. Not because AI replaces the work, but because the best finance operators we know are already using it to think sharper, move faster, and do more with less. If that's how you naturally work – or how you want to – you'll fit right in here.

This is a hybrid role with a high-collaboration rhythm (3 days/week in our NYC office).

**In this role you will…**

- Own major parts of the month-end close process: prepare journal entries, perform balance sheet reconciliations, and maintain the consolidated GL reporting.

- Maintain data accuracy: build and maintain schedules that keep our financials clean, complete, and audit-ready without being asked twice.

- Own audit execution: coordinate PBC deliverables, manage documentation, and be the person the auditors can count on for organized, responsive support.

- Be a real partner to FP&A: translate actuals into clear variance analysis that informs forecasting.

- Improve the control environment: identify gaps, document policies, and raise the operational bar on GAAP compliance as we scale.

- Keep AP and expenses running cleanly: review employee expenses and manage vendor relationships with accuracy and accountability.

- Make the work better over time: proactively identify inefficiencies, propose solutions, and take ownership of improving how the team operates, including where automation or tooling can help.

**The background we are looking for...**

- 5+ years of progressive accounting experience, with clear growth in scope and ownership over time.

- Big 4 or public accounting background preferred; blend of public + private is a plus.

- Deep command of US GAAP and the fundamentals of financial accounting — you know why the rules exist, not just what they are.

- Proven experience owning month-end close and balance sheet reconciliations, not just supporting them.Strong systems fluency: Excel or Sheets is table stakes; NetSuite experience is a plus but coachable.

- Comfort using AI tools in your day-to-day work, for analysis, drafting, or efficiency.

- High attention to detail with the organizational discipline to manage competing deadlines independently.

- Clear communicator who can work across functions and doesn't need to be chased for follow-through.

**What You’ll Love About Us…**

We have a whole host of perks for our people! From life essentials to nice-to-haves, there are more than a few good reasons to love working with us. We strive to ensure Pelago employees have equitable access to healthcare, wellbeing, time away, and then some.

- Generous and meaningful equity package

- Full Medical, Dental, & Vision coverage

- 401k Plan

- Unlimited PTO Policy, 10 paid holidays, & company wide “Me Time” Days

- Paid maternity, paternity & new parent leave

- Flexible working environment

- Annual Learning and Development stipend to support continued learning and career development

- Wellness Reimbursement Program

- Access to Reproductive & Family Planning Care

- Substance Use Support for employees and family members

**At this time, we are unable to offer visa sponsorship for this position.**

~~Please note that Pelago is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.~~

The provided range reflects our US target salary range for this full-time position, which is part of our broader total compensation package, including incentive bonus program, stock options, comprehensive benefits, and incentive pay applicable to eligible roles. Individual pay within the range will vary based on a variety of factors like role-related experience and education, internal pay equity, and other relevant business factors. At Pelago, we are committed to an equitable and fair pay philosophy and review total compensation for our employees at least twice a year.

Base Pay Range

$110,000 - $125,000 USD

Senior Accountant

Powered by Labelbox. Earn money by teaching AI models. Get paid to align groundbreaking AI models with your expertise

Industry: Technology, Information and Internet
Company Size: 11-50 employees

Alignerr

**About The Role**

We're building next-generation AI systems for aviation and autonomous flight — and we need people who actually understand the skies to help us do it.

This isn't generic transcription work. We're looking for pilots, air traffic controllers, student pilots, and serious aviation enthusiasts who can accurately transcribe real-world ATC and pilot radio communications. Your work will directly shape how AI understands aviation language, improving systems used in aviation safety and autonomy.

- Organization: Alignerr (Powered by Labelbox)

- Type: Hourly / Task-Based Contract

- Location: Remote

- Commitment: 10–40 hours/week

**What You'll Do**

- Transcribe real-world Air Traffic Control (ATC) ↔ pilot audio recordings with high accuracy

- Label speakers, callsigns, instructions, and responses clearly and consistently

- Capture aviation terminology, abbreviations, and standard phraseology correctly

- Work on task-based assignments at your own pace and schedule

- Meet quality and accuracy standards — precision is everything in this role

**Who You Are**

You're a natural fit if you are:

- A licensed pilot, student pilot, Air Traffic Controller, or aviation professional

- An aviation enthusiast who regularly listens to live ATC feeds

- Someone with a strong command of standard aviation radio phraseology

- Extremely detail-oriented and patient with audio work

- Comfortable working independently and managing your own schedule

You don't need to be a professional transcriptionist — but you **do ** need to genuinely understand aviation communications.

**Nice to Have**

- Experience with LiveATC, Flightradar24, or similar aviation audio platforms

- Background in aviation dispatch, military aviation, or flight simulation

- Familiarity with ICAO or FAA phraseology standards

**Why Join Us**

- Work on cutting-edge AI projects at the intersection of aviation and technology

- Fully remote and flexible — complete tasks on your own schedule

- Freelance perks: autonomy, variety, and global collaboration

- High-quality contributors get priority access to more work and higher-volume assignments

- Contribute to AI systems that will have a real impact on aviation safety worldwide

- Potential for ongoing work and contract extension

Aviation Communications Transcriber (ATC)

Named one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 800 dedicated professionals across the U.S. and 12 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland.

Industry: Accounting
Company Size: 501-1,000 employees

Cohen & Company

As **Director of Financial Reporting ** , you’ll lead firm-wide financial reporting, technical accounting, and close governance for a large, multi-entity public accounting firm. You’ll serve as a key partner to the CFO and leadership team, ensuring accurate, timely reporting and providing guidance on U.S. GAAP interpretation and reporting policy.

In this role, you’ll collaborate closely with the CFO, Controller, FP&A, Tax, and Practice Leadership to strengthen reporting processes, enhance internal controls, and deliver meaningful financial insights that support firm growth and governance. You’ll play a critical role in shaping scalable processes, elevating reporting standards, and positioning the firm for continued success.

**Financial Reporting & Close Governance**

-  Own the firm’s monthly, quarterly, and annual financial reporting processes

-  Ensure accurate and timely preparation of:

-  Firm-wide consolidated financial statements

-  Practice-level and legal entity reporting

-  Management and governance reporting packages

-  Establish and enforce close calendars, standards, and review protocols

-  Oversee consolidation of multiple entities and offices

**Technical Accounting & Policy Leadership**

-  Serve as the firm’s subject matter expert on U.S. GAAP and professional services accounting

-  Develop, document, and maintain firm-wide accounting policies and procedures

-  Evaluate and implement new accounting standards and interpret their impact

-  Provide guidance on complex accounting matters, including:

-  Revenue recognition and WIP

-  Partner compensation accounting

-  Lease accounting

-  Business combinations and restructuring

**Internal Controls, Audit & Governance**

-  Design, maintain, and enhance internal controls over financial reporting

-  Support internal and external audits, reviews, and regulatory examinations

-  Ensure compliance with firm policies, GAAP, and applicable regulatory requirements

-  Lead remediation efforts for identified control gaps

**Leadership & Team Development**

-  Build, lead, and develop a high-performing financial reporting team

-  Set clear expectations, review standards, and development plans

-  Foster a culture of accountability, precision, and continuous improvement

-  Serve as a mentor and technical resource across the finance organization

**Cross-Functional Partnership**

-  Partner with FP&A on alignment between reporting and forecasting

-  Collaborate with Service Line leaders, HR, IT, and Operations on reporting impacts

-  Support leadership initiatives, special projects, and firm-wide transformations

**Who You Are**

**Qualifications**

-  Bachelor’s degree in Accounting or Finance required

-  CPA license preferred

-  10–15+ years of progressive accounting and financial reporting experience

-  Experience in public accounting or professional services required

-  Proven leadership of firm-wide financial reporting and close processes

-  Hands-on experience with Workday Financial Management required

-  Experience with multi-entity and multi-office organizations

-  Experience with Private Equity a plus

**Technical & Systems Expertise**

-  Deep knowledge of U.S. GAAP and professional services accounting

-  Strong experience with Workday reporting, consolidations, and close workflows

-  Advanced Excel skills; experience with BI or reporting tools preferred

**Key Competencies**

-  Executive-level communication and presence

-  Strong technical judgment and attention to detail

-  Ability to operate effectively in a complex, partner-driven environment

-  Process discipline with a continuous improvement mindset

-  Strong people leadership and cross-functional influence

**Locations**

-  Preferred loca tions – Akron or Cleveland, OH

-  Youngstown, OH; Baltimore, MD; Buffalo or New York, NY; Chicago, IL; Denver, CO; Detroit or St. Clair Shores, MI; Milwaukee, WI; Philadelphia or Pittsburgh, PA

-  Hybrid work environment

**Who We Are**

****

Sure, we like numbers. (But we’ll never treat you like one.)

At C ohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:

-  Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and

-  Offering a comprehensive and competitive Total Rewards  package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

**Learn More About Us!**

-  Discover our Passion, Purpose & Expertise

-  Learn more about our Firm's culture

-  Experienced Hire Opportunities

Estimated Salary Range:  $135,000-165,000 *

- Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.  At Cohen & Co , we don't stop at setting ourselves apart by offering competitive base compensation.  As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients .

**Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; ** **see policy here. **

Director of Financial Reporting

Good Health Psychiatric Services is one of the leading psychiatric clinics in Brooklyn, providing trusted mental health care for over 15 years and serving 50,000+ patients. Our 35+ providers deliver expert medication management for patients in Brooklyn and across New York, along with therapy and treatment for a full range of mental health disorders. We are a top Spravato® (esketamine) provider in Brooklyn and a leading center for TMS therapy, specializing in treatment-resistant depression. We treat adults, adolescents, and children, offering care in multiple languages with same-day or next-day availability, both in our 26 Court Street office and through telehealth psychiatry statewide.

Industry: Medical Practices
Company Size: 51-200 employees

GOOD HEALTH PSYCHIATRIC SERVICES, PC

**Location: ** Remote (U.S.)

**Schedule: ** Part-time / Fractional (10–20 hours per week)

**Compensation: ** Competitive hourly rate, commensurate with experience

**Reports to: ** Practice Administrator / Ownership

**Industry: ** Outpatient Healthcare / Behavioral Health

About UsGood Health Psychiatric Services is a multi-state outpatient mental health practice providing psychiatric medication management, therapy, and advanced treatments including TMS and Spravato®. We are in a growth phase, expanding service lines and provider teams, and are seeking a hands-on **Fractional Controller ** to professionalize our financial operations and support data-driven decision-making.

Role OverviewThe Fractional Controller will serve as the **internal financial lead **, responsible for owning month-end close, overseeing payroll and benefits processes, ensuring financial accuracy, and delivering meaningful financial analysis to leadership. This role is **hands-on initially **, with a transition toward oversight, analysis, and strategic support as systems mature.

This is not a bookkeeping role. The ideal candidate can both **do ** and **analyze **.

Key ResponsibilitiesFinancial Operations & Close

- Own and manage the **monthly close process **

- Maintain accurate general ledger and reconciliations

- Prepare monthly financial statements (P&L, balance sheet, cash flow)

- Ensure books are clean, consistent, and audit-ready

- Coordinate with external CPA as needed

Payroll, Benefits & HR Finance

- Oversee payroll processing in coordination with payroll provider

- Review payroll for accuracy (provider rates, bonuses, deductions)

- Oversee **PTO accruals and tracking **

- Manage and oversee **401(k) plan administration **, including:

- census data

- employer match

- coordination with plan provider and CPA

- Support benefits-related financial reporting

Accounts Payable & Expense Oversight

- Review and approve bills and vendor payments

- Monitor operating expenses and flag anomalies

- Help implement controls and cost-management practices

- Initially assist with bill pay if needed, transitioning to oversight

Financial Analysis & Reporting

- Analyze and report on:

- revenue per provider

- revenue per visit

- payor mix

- no-show impact

- therapy vs medication management margins

- TMS vs Spravato profitability

- telehealth vs in-person margins

- Prepare **budget vs actual ** reports

- Provide clear, actionable insights to leadership

Growth & Strategic Support

- Build and maintain **financial projections and hiring models **

- Support expansion of new service lines (e.g., neuropsychology, IOP)

- Assist leadership with:

- bonus pool modeling

- staffing decisions

- long-term growth planning

- Translate financial data into operational recommendations

Required Qualifications

- 5+ years of progressive accounting / controller experience

- Strong experience with **QuickBooks (Online or Desktop) **

- Experience overseeing payroll, PTO, and benefits

- Ability to independently manage month-end close

- Strong analytical and communication skills

- Healthcare, behavioral health, or professional services experience preferred

- CPA or advanced accounting degree **preferred but not required **

Ideal Candidate Profile

- Comfortable working in a **hands-on, growing organization **

- Can operate independently without heavy supervision

- Able to explain financial concepts to non-financial leadership

- Organized, detail-oriented, and proactive

- Willing to start hands-on and evolve into a more strategic role

What Success Looks Like

- Clean, timely monthly financials

- Leadership has clear visibility into profitability and cash flow

- Financial decisions are data-driven, not reactive

- Scalable systems in place to support continued growth

Engagement Structure

- Part-time / fractional engagement (10–20 hours per week)

- Flexible schedule

- Long-term opportunity for the right candidate

Fractional Controller (Healthcare / Mental Health Practice)

The law firm of Kalikhman & Rayz, LLC is a legal practice focused on serving individuals and businesses in need of expert advice in southeastern Pennsylvania and the neighboring State of New Jersey. Dedicated to producing results, we pride ourselves on listening to our clients and providing creative legal guidance consistent with their goals and needs. Experienced in defending global insurance companies, large retailers, and manufacturers, our attorneys handle matters as varied as our clients, ranging from relatively simple issues to the most sensitive and complex commercial and insurance disputes. We are available for consultation whenever our clients call for assistance and are especially attentive to their needs in times of emergency.

Industry: Law Practice
Company Size: 11-50 employees

Kalikhman & Rayz, LLC

**About Us **

Kalikhman & Rayz is a growing personal injury firm in the Philadelphia region built on a simple mission: ~~be the injury firm where people are proud to refer their family members. ~~ We invest in our systems, technology, and people — and we need someone who can bring the same energy to our financial operations.

**The Role **

We are looking for a **financial controller ** with personal injury law firm experience to own our day-to-day financial operations and reporting. This is a hands-on, data-focused role. You will be the person working with financial data, building reports, and giving the firm's leadership a clear picture of the firm's financial health.

**What You'll Do **

**Financial Reporting & Analysis: **

- Build and maintain internal financial reports and metrics**.**

- Analyze financial data to identify trends, flag issues, and recommend next steps on financial projects.

- Provide the firm’s leadership with a clear view of financial health.

**Day-to-Day Financial Operations: **

- Own the firm's QuickBooks Online environment — create, maintain, and reconcile data daily, including maintaining the chart of accounts.

- Manage full accounts payable and accounts receivable functions, including invoice approval, vendor payments, collections, and aging reports.

- Develop, document, and enforce internal financial controls and policies to safeguard firm assets.

- Handle bank deposits and account reconciliation.

**Bookkeeping & External Coordination: **

- Perform hands-on, day-to-day bookkeeping with the long-term goal of bringing all bookkeeping functions fully in-house.

- Serve as the in-house conduit to our external accounting firm, progressively reducing the firm's reliance on outside bookkeeping while maintaining the relationship for tax prep and compliance functions.

**Payroll, Time Tracking & HR Administration: **

- Oversee payroll processing — ensure accurate, on-time payroll runs in coordination with our payroll vendor.

- Manage time tracking and PTO administration, ensuring data flows correctly to payroll.

- Handle employee reimbursements and expense reports.

- Support basic HR administration tasks as needed (benefits enrollment, onboarding paperwork, etc.) with our benefits administration vendor.

**Systems & Integrations: **

- Pull and reconcile data between Clio Manage (case data) and QuickBooks Online (financial data).

- Maintain and troubleshoot integrations between systems to ensure case-related financial data stays in sync.

- Work with the Operations Team to build and improve financial dashboards, reporting workflows, and recommendations for growth.

**Cash Flow & Budget Oversight: **

- Support cash flow forecasting and monitoring to ensure the firm can meet its financial obligations.

- Perform actual vs. budget variance analysis and present findings to leadership on a regular cadence.

**Financial Projects & Growth: **

- Take point on ad hoc financial projects: vendor cost analyses, compensation modeling, budget forecasting, and more.

- Identify process gaps and propose improvements — you are not just maintaining the status quo; you are building better systems.

- Help leadership understand the financial story behind the data so decisions are grounded in real numbers.

**What We're Looking For **

**Must-haves: **

- Strong familiarity with QuickBooks Online.

- Bachelor’s degree (accounting, finance, or similar program preferred).

- Intellectual curiosity and an inherent motivation to add value in a growing organization.

- Strong attention to detail and comfort with expertise with finance and accounting principles.

- Ability to independently identify data errors, trace them to their source, and fix them — not just flag issues for someone else to resolve.

- Experience working at a law firm (personal injury preferred).

- Ability to independently input, organize, and analyze financial data using a variety of tools.

- Comfortable with cloud-based tools, dashboards, and modern workflows.

**Nice-to-haves: **

- Certified Public Accountant (CPA) license.

- Certified Management Accountant (CMA) certification.

- Experience developing or improving internal financial controls.

- Experience coordinating with external auditors or accounting firms.

- Familiarity with IOLTA procedures and personal injury distributions.

- Exposure to payroll, HR admin, or operational finance.

- Familiarity with Clio Manage.

**You do NOT need to be: **

- A senior executive or seasoned CFO.

- Someone who has already "done it all" — we value learning speed and cultural fit over a perfect resume.

**Who Thrives Here **

The ideal candidate has worked at another injury firm, understands how finances work at the individual case level and can translate that to firm-wide outcomes, and is ready to own and grow this role. You are organized, curious, self-directed, and comfortable working through complex issues. You care more about getting things right than looking impressive. You are the kind of person who, when a report doesn't look right, digs into the data instead of ignoring it or forwarding it to someone else.

**Our Values **

- **Team over ego ** — we build each other up.

- **Own it from start to finish ** — we are accountable for everything we do.

- **We win for clients ** — everything we do serves the people we represent.

- **Honest and direct ** — good or bad, we acknowledge every situation and address it head-on.

**Compensation & Details **

- **Schedule: ** 20 hours/week (flexible scheduling available)

- **Location: ** Huntingdon Valley, PA (in-office preferred, hybrid considered)

- **Compensation: ** Hourly

- **Start date: ** Negotiable

Financial Controller

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals. 

We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.

Industry: Financial Services
Company Size: 10,001+ employees

Morgan Stanley

Team Administrator

**Job Description**

POSITION SUMMARY:

The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s)

(FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, including responsibilities such as phone coverage, calendar management and expense processing. A successful candidate for this role will be a highly organized individual with strong attention to detail and the ability to multi-task.

**DUTIES And RESPONSIBILITIES**

Provide administrative coverage for a FA/PWA/team including:

-  Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)

-  Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)

-  Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process

-  Assisting with general in-office support functions such as copying, filing, and scanning documentation

-  Preparing and submitting expense reports for processing at the direction of the FA/PWA

-  Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

**EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS**

Education and/or Experience

-  High school diploma/Equivalency

-  Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills

-  Detail orientated with superior organizational skills

-  Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)

-  Effective communication and interpersonal skills (both written and verbal)

-  Strong time management skills

-  Team player with the ability to collaborate with others

-  Ability to work in a fast-paced, evolving environment

-  Adaptable and ability to multi-task

**Reports To**

-  Business Service Officer

Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V

Version: 7/10/2024

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

**What You Can Expect From Morgan Stanley**

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be at a minimum of $17 and $40.87 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Executive Assistant

A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.

Industry: Financial Services
Company Size: 11-50 employees

Seeds

**Director of Investment Strategy **About Us

Seeds is a fast-growing early-stage RIA fintech startup on a mission to empower financial advisors to supercharge their business growth while delivering a meaningful investing experience for their clients!

At Seeds, our core values are the heartbeat of our Company: Trust is our currency and we champion transparency, active listening, collaboration, and a spirit of polite disruption. We're dedicated to pursuing excellence in all that we do. Our clients are the heroes in our story, and we strive to make their needs the focal point of our innovative solutions.

We are eager to welcome ambitious, energetic, and curious-minded individuals to join our innovative and passionate team where every contribution is appreciated, different perspectives are valued, and every voice matters. As a remote-first company, we pride ourselves on having a strong work ethic while embracing flexibility, a healthy work-life balance, and the freedom to work from anywhere in the U.S. You’ll have the chance to collaborate with a small talented team with extensive experience and knowledge in financial services, technology, and startups. Together, you'll be at the forefront of wealth tech innovation, committed to reshaping a $6.6+ trillion industry and fostering meaningful connections between individuals and their finances.

If you’re eager to make a meaningful impact in the financial advisory industry, we encourage you to apply to join us on our exciting journey!

**Job Description **The Seeds Investment Team is responsible for the design, implementation, and messaging of investment solutions that enable financial advisors to deliver customized and tax efficient portfolios to their clients. As the director of investment strategy, you will work with the broader investments and marketing teams to support all advisor-facing investment related activities such as content creation, presenting on investment topics, and writing blogs and research papers. The role will also work closely with client success to craft investment responses and engage in thought leadership that help address advisor needs on the Seeds platform.  As the senior leader of this outward-facing group you will serve as a key advocate for Seeds’ investment philosophy and solutions, develop talent within the team, own client outcomes, and provide compelling thought leadership.

**Contributions You’ll Make: **

- Partner with sales and client success to drive new business and expand wallet share through strategic investment education

- Build and oversee cross-functional processes to improve the speed and quality of all investment responses to advisor questions platform wide

- Serve as a primary investment strategist for the wealth management community, translating complex market ideas and trends into actionable advisor guidance

- Strategic expertise in diagnosing and resolving critical investment bottlenecks by uncovering the “question behind the question” to drive clarity and execution

- Continuously expand your understanding of markets, products, and regulations, disseminating that learning across the organization

- Develop internal talent by coaching seniors, building succession, and leveling up overall team performance

**Successful Candidates Will Have: **

- 8+ years of wealth advisor-facing experience within the investment team of an asset or wealth management firm

- B.S. in Finance, Economics, or Engineering

- Extensive expertise speaking and/or writing about a wide range of investment topics such as indexing, factor investing, and ESG across equities and fixed income asset classes

- Passion for producing investment content centered around personalization - the intersection of technology and finance

- Strong desire to innovate creatively and think beyond traditional wealth industry constructs

- Potential to lead, mentor, and develop a high-performing investment team

- Series 7, 63, CFA, or other industry related certifications are a plus, but not required

**Compensation and Benefits **

- Base Salary + Annual Bonus and Equity: A competitive compensation package that includes compensation in the $175,000 - $200,000 range plus equity options.

- Comprehensive Benefits: Access to health and wellness benefits that support your well-being.

- Flexible PTO: Take the time you need to relax and recharge.

- 100% Remote Work Flexibility: Work from anywhere in the U.S. and enjoy the freedom to choose your ideal workspace.

- Company-Paid Holidays: Enjoy key holidays without dipping into your PTO.

- Quarterly In-Person Team Events: Participate in Company-paid fun-filled in-person events to build connections and celebrate achievements together.

- Supportive Culture: Join a team that values your contributions and empowers your growth.

- Career Growth Opportunities: Enjoy the chance to take on new responsibilities and explore diverse career paths as our company continues to grow.

Director Of Investment Strategy

Living mutual has always been at the core of our human existence, and it's the principle that's guided us since our founding in 1851. It's not a concept we invented, but one we champion for the simple reason that people take it for granted today.

While the world would have us strive for independence, the truth is when we depend on one another, we aren't just more secure - life is happier and more fulfilling. So as we celebrate our new identity, we're reminding everyone that who we are stays the same. 
Learn more at: www.MassMutual.com

Disclosures about MassMutual’s LinkedIn Company Page and other social media sites are located at: https://www.massmutual.com/social-media-guidelines. 

CRN201905-212768

Industry: Financial Services
Company Size: 5,001-10,000 employees

MassMutual

Accelerate your practice by partnering with Lenox Advisors, a MassMutual-firm.

We are offering a unique opportunity to partner directly with one of the top advisors in the industry. Bring your practice and be mentored by the best in the industry. We offer a flexible approach, a strong lineup of products and our 175 years of stability. When you join us, you will enjoy an open architecture, cutting-edge technology and see a strong model as a means to better serve your clients

**Key Responsibilities**

-  Partner with a senior advisor on client preparation, meetings, and follow-ups

-  Assist with financial planning strategies including investments, insurance, and retirement planning

-  Support business development and practice management initiatives

-  Participate in MassMutual training and professional development programs

**Qualifications**

-  Active Series 7 and Series 66 (or Series 65) required

-  Strong interest in building a long-term career as a financial advisor

-  Coachable, motivated, and eager to learn from top performers

-  Strong communication and relationship-building skills

**Why This Role**

- Starting Salary determined by experience and T12/GDC Production, $100,000-$125,000 plus incentives

- Medical/Dental/401k with matching available

- Direct mentorship from a top-performing advisor

- Hands-on experience with real clients and advanced planning

- Opportunity to accelerate your advisory career with a premier firm

Financial Advisor

We connect specialist talent with firms shaping global finance, professional services, and commercial growth. Because in every sector, competitive edge starts with the right hires, and we know how to find them.

At Taurus Search, relationships come first. We believe real success starts by understanding people, their ambitions, their markets, and the impact the right move can make.

Industry: Staffing and Recruiting
Company Size: 11-50 employees

Taurus Search

**Sales Development Associate – Fintech / WealthTech **

A fast-growing fintech company supporting financial advisors is hiring a Sales Development Associate to help drive growth across new and existing accounts. This is a chance to join a small, collaborative team building elegant financial tools that advisors actually use.

**The Role ** You’ll support all aspects of business development, with a focus on outbound lead generation, meeting scheduling, and managing inbound interest. You’ll also help qualify leads, research new markets, and support sales operations. As you grow, there’s potential to take on full-cycle sales responsibility.

**What You'll Do **

- Drive outbound outreach via email and calls to generate new leads

- Qualify inbound interest and schedule meetings for the sales team

- Manage CRM, lead lists, and event-based outreach

- Assist with sales metrics, onboarding, and activation of advisor relationships

- Contribute to conferences, logistics, and follow-up efforts

**What You'll Bring **

- 1+ years of sales, business development, or client-facing experience

- Strong communication skills and comfort with outreach

- Familiarity with financial services or fintech is a plus

- Series 7 license required (or ability to obtain)

- Highly organized, curious, and eager to grow in a fast-moving environment

This is a hybrid role based in NYC with long-term growth potential.

Sales Development Representative

**Customer Success Associate / Client Support Specialist – Fintech SaaS **

New York, NY | Hybrid

Are you passionate about helping financial advisors and institutions succeed? Join a fast-growing fintech platform that is transforming how wealth managers deliver value to their clients.

We’re looking for a **Customer Success Associate (Client Support Specialist) ** to serve as the front line for advisor support, onboarding, and relationship management.

**What You’ll Do **

- Act as the first point of contact for advisors and clients, responding to inquiries via phone, email, and chat

- Guide new users through onboarding, training, and adoption of our technology

- Troubleshoot client issues and partner with product/operations teams to resolve them quickly

- Build relationships that drive engagement, retention, and long-term client satisfaction

- Identify opportunities to improve processes and client experience

**What We’re Looking For **

- 1–3 years of experience in customer success, client services, account management, or support (fintech, SaaS, or financial services preferred)

- Excellent communication skills with a strong customer-first mindset

- Comfort working in a fast-paced, technology-driven environment

- Ability to manage multiple client requests while staying detail-oriented

- FINRA licensing (Series 7, 63, or 66)

**Why Join **

- Hybrid NYC office (collaborative, energetic team environment)

- Opportunity to grow your career in fintech / wealthtech with exposure to leading financial advisors and RIAs

- Competitive base salary + bonus + full benefits

Customer Success Associate / Client Support Specialist

Founded in 1848, Lazard is one of the world's preeminent financial advisory and asset management firms, with operations in North and South America, Europe, the Middle East, Asia, and Australia. Lazard provides advice on mergers and acquisitions, capital markets and capital solutions, restructuring and liability management, geopolitics, and other strategic matters, as well as asset management and investment solutions to institutions, corporations, governments, partnerships, family offices, and high net worth individuals. For more information, please visit www.lazard.com.

Social Media Disclosure: https://www.lazard.com/social-media-community-guidelines/

Industry: Financial Services
Company Size: 1,001-5,000 employees

Lazard

Americas

Corporate

New York

Lazard is one of the world’s preeminent financial advisory and asset management firms. **Our people and culture make the difference **. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight.

Lazard’s Corporate functions empower strategic decision-making and ensure continued success of our firm. From Finance & Tax to Information Technology and Human Resources, our colleagues around the globe support our financial advisory and asset management business lines in many ways. By utilizing the latest technology, these integral groups make sure our businesses are compliant, operationally efficient, and profitable.

We are seeking an experienced Corporate FP&A Analyst to join our in-house team, serving the partners of our firm. The ideal candidate will play a key role in creating financial models, analyzing KPIs and financial trends, assisting with budgeting and forecasting, and generating financial reports to support management decision-making and strategic initiatives. The successful individual must be able to analyze and interpret data to draw out insights and drive change.

**We’ll trust you to:**

- Assist in the preparation of annual budgets, forecasts, and long-range financial plans.

- Develop and maintain financial models for various business units and projects.

- Analyze financial data to identify trends, variances, and opportunities for improvement.

- Collaborate with cross-functional teams to gather relevant information for financial analysis.

- Support the monthly financial reporting process, including variance analysis and management reporting.

- Prepare ad-hoc financial analyses and reports as needed to support decision-making.

- Assist in the evaluation of potential investments, mergers, and acquisitions.

- Continuously improve financial processes and systems to enhance efficiency and accuracy

**You'll need to have:**

- 2-4 years of experience in financial planning and analysis, management reporting, or advisory services experience preferred

- Undergraduate degree in Finance, Accounting, Economics or a related field with a strong academic record

- Strong analytical, financial modeling, and quantitative skills to develop trends and margin improvements

- In-depth knowledge of accounting principles, financial statement analysis, and management reporting

- Ability to leverage business intelligence tools and other technologies to improve visibility and efficiency (e.g., Macabacus, PowerBI or Tableau)

- Aptitude and experience using MS Office suite of products (Excel, PowerPoint, Word)

- Works well in a dynamic environment and handles multiple projects while prioritizing deliverables and meeting deadlines

- Team player with ability to effectively communicate with colleagues and internal stakeholders at all levels of the organization

- Must be detail-oriented, motivated and highly organized

- Familiarity with AI tools and technologies (e.g., machine learning models, predictive analytics, or automated financial systems) and their application in financial analysis, forecasting, or reporting

**What we offer:**

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions and will continue to invest in the development of your career.

We expect the base salary range for this role to be approximately $80,000 – $100,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard’s compensation package, which also includes comprehensive benefits and may include incentive compensation.

**Does this sound like you?**

Apply! We'll get in touch and let you know the next steps.

**Representation at Lazard**

Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.

Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

Corporate FP&A Analyst

Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. 

We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. 

Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ 

Financial representatives and interns are independent contractors and not employees of Northwestern Mutual.

https://www.northwesternmutual.com/social-media-guidelines

Industry: Financial Services
Company Size: 5,001-10,000 employees

Northwestern Mutual

**Financial AdvisorCompany: Northwestern MutualLocation: Mt.Laurel NJ Employment Type: Full-Time⸻Company Description**

Northwestern Mutual is a leading financial services organization committed to providing personalized financial planning and investment solutions. With $265 billion in assets under management and over $1.8 trillion in life insurance protection in force, the company supports more than 4.5 million clients.

Its offerings include life, disability income, and long-term care insurance, annuities, wealth and investment management, and advisory services. Headquartered in Milwaukee and New York, Northwestern Mutual values diversity and fosters inclusive growth. Become part of an organization deeply rooted in shaping the financial futures of its clients and team members.

**⸻Role Description**

This full-time, on-site role based in the Greater Philadelphia area offers an opportunity to make a meaningful impact in a collaborative and growth-oriented environment.

As a Financial Advisor, you will build lasting relationships, provide tailored financial guidance, and help clients achieve long-term financial security. Responsibilities include strategizing and executing daily activities, leveraging financial planning tools, conducting in-depth client discovery and research, creating comprehensive financial plans, and tracking performance through reporting and analysis—all aligned with individual and firm-wide goals.

**⸻Key Responsibilities	•Develop and maintain strong client relationships through networking, referrals, and community engagement	•Conduct financial needs analyses and deliver customized financial plans	•Educate clients on investment strategies, insurance solutions, and long-term financial planning	•Utilize industry tools and CRM systems to manage client data and track progress	•Stay current on market trends, financial products, and regulatory changes	•Collaborate with a team of specialists to deliver holistic financial solutions	•Meet and exceed performance metrics and business goals⸻Qualifications	•Bachelor’s degree preferred (Finance, Business, Economics, or related field a plus)	•Strong interpersonal and communication skills	•Entrepreneurial mindset with a drive to build a business	•Ability to analyze financial data and present recommendations clearly	•Self-motivated, disciplined, and goal-oriented	•Prior experience in sales, finance, or client-facing roles is a plus (not required)⸻What We Offer	•Comprehensive training and mentorship program	•Competitive compensation structure (commission + performance-based incentives)	•Access to a wide range of financial products and planning tools	•Leadership development and career advancement opportunities	•Supportive, team-oriented culture with a focus on personal and professional growth⸻Why Join UsAt Northwestern Mutual, you’ll have the opportunity to build your own practice while making a lasting impact on individuals, families, and communities. This role is ideal for driven professionals seeking autonomy, purpose, and long-term career growth.**

**About The Job**

**Mercor ** connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include **Benchmark **, **General Catalyst **, **Peter Thiel **, **Adam D'Angelo **, **Larry Summers **, and **Jack Dorsey **.

**Position: ** Finance Expert

**Type: ** **Contract**

**Compensation: ** **$90–$120/hour**

**Location: ** **Remote**

**Role Responsibilities**

- Review AI-generated responses in finance to ensure accuracy and depth.

- Create high-quality financial reasoning prompts to enhance model outputs.

- Assess model accuracy in financial analysis, valuation, and accounting.

- Provide expert feedback on markets, investing, corporate finance, and risk.

- Collaborate with AI research teams to improve training data quality.

- Work independently and asynchronously to meet deadlines and improve AI model performance.

**Qualifications**

**Must-Have**

- Strong finance expertise.

- Clear written communication skills.

- Experience in investment banking, private equity, asset management, equity research, consulting, or corporate finance.

**Application Process (Takes 20–30 mins to complete)**

- Upload resume

- AI interview based on your resume

- Submit form

**Resources & Support**

- For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome

- For any help or support, reach out to: support@mercor.com

~~PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity. ~~

Financial Analyst



Industry: Mental Health Care
Company Size: 51-200 employees

Senior Care Therapy

**Senior Financial Analyst (Reporting & Analytics) **

Join a fast-growing, multi-entity healthcare services organization where your reporting and analytical work directly shapes decisions at the highest levels. The Senior Financial Analyst (Reporting & Analytics) supports financial reporting, consolidation, and performance analysis, blending a strong accounting foundation with the analytical depth needed to turn complex results into clear, actionable insight for senior leadership, private equity sponsors, and lenders.

You will lead monthly management reporting and board-ready deliverables, including adjusted EBITDA analysis, cash flow and liquidity reporting, and performance narratives that explain the “why” behind the numbers. Working closely with Accounting, Operations, and Revenue Cycle, you’ll translate performance drivers, support forecasting, and continuously raise reporting quality in a dynamic, private-equity-backed environment.

**Key Responsibilities: **

- Lead consolidation and validation of financial results across entities.

- Review and report monthly financial statements in accordance with U.S. GAAP, highlighting trends, risks, and opportunities.

- Partner with Accounting to validate underlying data prior to reporting.

- Prepare monthly adjusted EBITDA calculations and supporting add‑back schedules.

- Reconcile adjusted EBITDA to GAAP results and maintain consistent documentation.

- Prepare net income‑to‑adjusted EBITDA bridges and period‑over‑period analyses.

- Prepare leadership and board‑level reporting packages, including financial statements, KPIs, variance analysis, and narrative commentary.

- Support lender and private equity reporting, including covenant schedules, compliance certificates, and recurring deliverables.

- Partner with Revenue Cycle to analyze revenue, contractual adjustments, denials, and bad debt and provide net revenue accruals to Accounting monthly.

- Support timely and accurate close for assigned accounts.

- Support budgeting, forecasting, and rolling outlooks.

- Prepare and maintain a 13‑week cash flow forecast and variance analysis.

- Prepare a monthly cash flow waterfall, explaining working capital movements, debt service, distributions, and non‑recurring items.

- Improve reporting efficiency through standardized templates, automation, and documentation across monthly reporting and consolidation.

- Use QuickBooks Online and LiveFlow (or similar tools) to automate data pulls, consolidation, and management reporting packages.

- Participate in special projects and reporting initiatives as needed.

**Requirements: **

- Bachelor’s degree in accounting or finance

- 5+ years in FP&A, reporting, analytics, or a blended accounting/analysis role.

- Strong understanding of U.S. GAAP and financial statements.

- Advanced Excel and comfort with reporting systems.

- Ability to clearly communicate financial performance and forward‑looking impacts.

**Preferred Qualifications: **

- Background in a PE‑backed healthcare services or sponsor‑backed environment.

- Ability to prepare executive‑ and board‑level reporting.

- Working knowledge of adjusted EBITDA and PE reporting conventions.

- Familiarity with LiveFlow, Fathom, or similar tools.

- Contributions to improving reporting processes, models, or automation.

**What We Provide: **

- Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, Ancillary Benefits (Full-Time)

- 401(k) plan with up to 3% company match

- PTO & Holiday

~~Senior Care Therapy, LLC (SCT) is an Equal Employment Opportunity Employer. We are committed to providing an environment of mutual respect where all employment decisions are made on an individual basis without regard to characteristics protected by federal, state, or local law. ~~

~~Senior Care Therapy, LLC (SCT) believes that supporting a respectful and inclusive workplace is critical to our success. SCT is committed to making our application process to all applicants and will provide reasonable accommodation upon request as required.~~

**Compensation details: ** 95000-110000 Yearly Salary

Senior Financial Analyst

Operating across every dimension of commercial real estate, CBRE sees more so you can do more.

Industry: Real Estate
Company Size: 10,001+ employees

CBRE

**About The Role**

CBRE’s New York Consulting Group is seeking highly-qualified and exceptionally motivated candidates for a first-year Financial Analyst role. This position offers the opportunity to work under the direction of senior consultants and peers in a mentoring environment.

The role encompasses a range of responsibilities and skills that are focused on the financial analysis of real estate strategies for commercial office occupiers and owners. The candidate must be proactive, ambitious, and perform at a high-level in a customer-focused, highly time-sensitive, and collaborative atmosphere. A strong grasp of real estate and financial principles as well as modeling concepts are essential to the success of this role. Note that the estimated start date is August 2026.

**What You'll Do**

- Create complex and comprehensive financial models to help clients understand the economic implications of various real estate occupancy and ownership strategies.

- Analyze leases, draft detailed abstracts, and summarize keylease clauses and economics, as well as analyze market statistics and trends.

- Research and analyze building ownership and tenant profiles.

- Develop customized client presentations and deliverables.

**What You'll Need**

**To be considered for this role, please submit a cover letter and your resume with your cumulative GPA of 3.5 or higher. ** You may also attach your unofficial college transcript at time of application to expedite consideration.

- To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

- Bachelor's degree (BA/BS) from a four-year college or university in a rigorous academic program. Salesperson license will need to be obtained upon hire.

- Intermediate (college education level) knowledge of financial terms, concepts, and accounting principles, as well as a basic understanding of real estate. Coursework or practical application of finance, accounting, statistics, and other general business concepts. Financial modeling experience helpful.

- Ability to accurately explain/report data in both verbal and written communications.

- Computer skills, including knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.) required. Experience with Excel/spreadsheet modeling is highly recommended.

- Exceptionally strong work ethic and adaptable in a fast-paced, team oriented environment.

- Decisions made with understanding of procedures and company policies to achieve set results. Errors in judgment may cause short-term impact to co-workers and supervisor.

**Why CBRE?**

When you join CBRE, you become part of the global leader incommercial real estate services and investment that helps businesses and peoplethrive. We are dynamic problem solvers and forward-thinking professionals whocreate significant impact. Our collaborative culture is built on our sharedvalues — respect, integrity, service and excellence — and we value the diverseperspectives, backgrounds and skillsets of our people. At CBRE, you have theopportunity to chart your own course and realize your potential. We welcome allapplicants.

**Our Values in Hiring**

At CBRE, we are committed to fostering a culture where everyonefeels they belong. We value diverse perspectives and experiences, and wewelcome all applications.

**Applicant AI Use Disclosure**

We value human interaction to understand each candidate's uniqueexperience, skills and aspirations. We do not use artificial intelligence (AI)tools to make hiring decisions, and we ask that candidates disclose any use ofAI in the application and interview process.

**Disclaimers**

Applicants must be currently authorized to work in the UnitedStates without the need for visa sponsorship now or in the future.

**About CBRE Group, Inc.**

CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500company headquartered in Dallas, is the world’s largest commercial real estateservices and investment firm (based on 2024 revenue). The company has more than140,000 employees (including Turner & Townsend employees) serving clientsin more than 100 countries. CBRE serves clients through four business segments:Advisory (leasing, sales, debt origination, mortgage serving, valuations);Building Operations & Experience (facilities management, property management,flex space & experience); Project Management (program management, projectmanagement, cost consulting); Real Estate Investments (investment management,development). Please visit our website at www.cbre.com.

CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for the Financial Analyst position is $85,000 annually and the maximum salary for the Financial Analyst position is $95,000 annually. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance. The application window is anticipated to close on September 8th and may be extended as needed. Or to express interest in similar roles, visit CBRE.com/careers

Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

Financial Analyst - NY Consulting Group

Under the FOX banner, we produce and distribute content through some of the world’s leading and most valued brands, including: FOX News Media, FOX Sports, FOX Entertainment, FOX Television Stations and Tubi Media Group. We empower a diverse range of creators to imagine and develop culturally significant content, while building an organization that thrives on creative ideas, operational expertise and strategic thinking.

We have long been a leader in news, sports and entertainment programming, achieving strong revenue growth and profitability in a complex industry environment over the past several years. FOX will continue to invest across our businesses, allocate resources toward investments in higher growth initiatives and take advantage of strategic opportunities, including potential acquisitions across the range of the media categories in which we operate.

Industry: Broadcast Media Production and Distribution
Company Size: 5,001-10,000 employees

Fox Corporation

**Overview Of The Company**

Fox Corporation

Under the FOX banner, we produce and distribute content through some of the world’s leading and most valued brands, including: FOX News Media, FOX Sports, FOX Entertainment, FOX Television Stations and Tubi Media Group. We empower a diverse range of creators to imagine and develop culturally significant content, while building an organization that thrives on creative ideas, operational expertise and strategic thinking.

**Job Description**

FOX Corporation is looking for a highly motivated, detail-oriented Financial Analyst to join its Financial Planning & Analysis team. The Financial Analyst will be involved in the preparation of reports and related analysis for monthly management reporting, quarter close, monthly forecasts, and the annual budget process, as well as various ad-hoc reporting requests and special projects. Key skills would include close attention to detail, strong communication skills, being a self-starter, being highly organized, and having an analytical mindset.

**a Snapshot Of Your Responsibilities**

- Assist in the preparation of a weekly report for senior management

- Assist in the preparation of presentations and reports for senior management and other stakeholders

- Prepare, consolidate, and analyze the company’s monthly and quarterly financial results, including variance reporting

- Help prepare quarterly board and audit committee packages

- Aid in the review and analysis of financials during the monthly forecasting, annual budgeting, and long-range planning processes

- Provide analysis and support on an ad hoc basis

- Help with the ongoing Financial Planning & Analysis Enterprise Planning implementation

**What You Will Need**

- BS/BA in Accounting, Finance, or Economics

- 0-3+ years of work experience

- Knowledge of Microsoft packages (especially Excel and PowerPoint)

- Close attention to detail and organization

- Ability to work well under pressure and handle multiple projects

- Ability to learn new systems implemented

- Strong written and communication skills

- Quick learner who is both motivated to work independently and a team player

- Self-motivated to work efficiently in a hybrid work environment

**NICE TO HAVE BUT NOT A DEALBREAKER**

- CPA candidate

- Previous experience with database management

~~We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, disability, protected veteran status, or any other characteristic protected by law. We will consider for employment qualified applicants with criminal histories consistent with applicable law.~~

Pursuant to state and local pay disclosure requirements, the pay rate/range for this role, with final offer amount dependent on education, skills, experience, and location is $60,000.00-75,000.00 annually. This role is also eligible for an annual discretionary bonus, various benefits, including medical/dental/vision, insurance, a 401(k) plan, paid time off, and other benefits in accordance with applicable plan documents. Benefits for Union represented employees will be in accordance with the applicable collective bargaining agreement.

Financial Analyst, Financial Planning & Analysis

Nielsen shapes the world’s media and content as a global leader in audience insights, data and analytics. Through our understanding of people and their behaviors across all channels and platforms, we empower our clients with independent and actionable intelligence so they can connect and engage with their audiences—now and into the future.

Nielsen operates around the world in more than 55 countries. Learn more at http://nlsn.co/6006JMfty and connect with us on social media (LinkedIn, Twitter, Facebook and Instagram).

Industry: Software Development
Company Size: 10,001+ employees

Nielsen

**Company Description**

At Nielsen, we are passionate about our work to power a better media future for all people by providing powerful insights that drive client decisions and deliver extraordinary results. Our talented, global workforce is dedicated to capturing audience engagement with content - wherever and whenever it’s consumed. Together, we are proudly rooted in our deep legacy as we stand at the forefront of the media revolution. When you join Nielsen, you will join a dynamic team committed to excellence, perseverance, and the ambition to make an impact together. We champion you, because when you succeed, we do too. We enable your best to power our future.

**Job Description**

Join our dynamic Audience Measurement FP&A team, playing a crucial role in supporting the financial operations of IT & Data Solutions (ITDS). As a Senior Financial Analyst, you will delve deep into financial data, contributing to the forecasting, planning, and reporting processes for a key part of Nielsen’s business, responsible for roughly $600m in spend. Your ability to translate raw financial data into meaningful insights will be essential in driving informed decision-making within the ITDS team. You will not only analyze the numbers, but also understand the underlying business context to help identify trends and opportunities while managing risk.

**What You'll Do**

- In-Depth Financial Analysis & Reporting:

- Develop and maintain detailed financial models to support forecasting and planning processes, including people costs, non-people costs, and capital expenditures.

- Prepare comprehensive monthly, quarterly, and annual financial reports, including variance analysis and trend identification.

- Conduct thorough investigations into financial discrepancies, providing clear explanations and supporting documentation to ensure data accuracy.

- Generate KPI reports that highlight key performance indicators and relate those indicators to the business operations.

- Actionable Insight Generation:

- Analyze financial data to identify trends, patterns, and potential risks or opportunities.

- Develop insightful presentations and reports that clearly communicate financial findings to stakeholders, translating complex data into actionable information.

- Collaborate with business partners to understand operational drivers and translate them into financial impacts.

- Provide recommendations that are data driven to improve cost efficiency, and increase ROI.

- Analyze product profitability and identify areas of improvement.

- Financial Support & Process Improvement:

- Provide financial support to the ITDS team, assisting with budget management, cost control, and financial inquiries.

- Contribute to the development and implementation of process improvements within the FP&A function, streamlining workflows and enhancing efficiency.

- Assist in the development and maintenance of financial tools and systems, ensuring data integrity and accuracy.

- Assist in the preparation of investment analysis, and ROI calculations.

- Cross-Functional Collaboration:

- Collaborate with key stakeholders in IT, Operations, Commercial, Accounting, and HR to gather and analyze financial data, ensuring alignment across departments.

- Participate in cross functional meetings, and present financial information to both a financial and non financial audience

**Qualifications**

- Bachelor’s Degree in Finance or Accounting.

- 2+ years of progressive Finance, Accounting or Consulting experience

- Proven experience in financial planning, forecasting, and variance analysis.

- Advanced proficiency in Excel, including financial modeling and data manipulation.

- Familiarity with financial reporting systems and ERP systems.

- Strong understanding of accounting principles and financial analysis techniques.

- Experience with SAP (S/4 Hana), Google Suite, AI tools and SAC is a plus.

**About You**

- Strong Analytical and Problem-Solving Skills: Demonstrated ability to analyze complex financial data and identify key insights.

- Data-Driven Decision-Making: Ability to translate financial data into actionable recommendations.

- Excellent Communication and Presentation Skills: Ability to clearly communicate financial findings to stakeholders.

- Detail-Oriented and Organized: Ability to manage multiple tasks and prioritize effectively.

- Team Player with a Collaborative Mindset: Ability to work effectively in a team environment.

- Adaptable and Proactive: Ability to adapt to changing priorities and take initiative.

- Curious and Eager to Learn: A desire to continuously improve and expand financial knowledge.

- Bachelor’s Degree in Finance or Accounting.

**Additional Information**

**Enabling your best to power a better media future.**

**Holistic Rewards: **We are committed to an inclusive benefits package that supports our employees and their families. This includes comprehensive health and wellness plans, a 401(k) with a Nielsen company match, and a generous paid time off policy. Depending on the role, additional benefits may include a company-provided vehicle and/or discretionary incentive/bonus eligibility.

**Compensation Transparency: **The posted base salary range is a reasonable estimate that may be adjusted based on the final work location of the selected employee. Individual pay within the range is determined by factors such as experience, training, geography, certifications, and business needs. Beyond base salary, this role may be eligible for bonuses, equity, or other incentives**.**

Nielsen makes hiring decisions without regard to disability status, protected veteran status, or membership in any other protected class.

Please be aware that job-seekers may be at risk of targeting by scammers seeking personal data or money. Nielsen recruiters will only contact you through official job boards, LinkedIn, or email with a nielsen.com domain. Be cautious of any outreach claiming to be from Nielsen via other messaging platforms or personal email addresses. Always verify that email communications come from an @nielsen.com address. If you're unsure about the authenticity of a job offer or communication, please contact Nielsen directly through our official website or verified social media channels.

Haystack combines AI & expert vetting to deliver world-class tech candidates who are engaged, aligned, and ready to interview.

We're trusted by over 100,000+ UK-based techies, working in Software Engineering, Data, Design, DevOps, Cloud, Tech Management, Testing, Product & Delivery, Architecture and more. 

100s of employers from startups and scale-ups like Atom Bank, DuckDuckGo and Goodlord to established enterprises like American Express, Dunelm and AWS use Haystack to connect with qualified tech talent that they can't find anywhere else.

Industry: Technology, Information and Internet
Company Size: 51-200 employees

Haystack

Analyst, Investment Banking | Hybrid | $110,000 - $135,000 USD

We're hiring on behalf of a leading global financial institution known for its robust capital markets platform and integrated, client-focused approach. This employer offers an innovative environment where professionals contribute to exciting transactions and drive economic growth.

The Role

• Develop and prepare written marketing and pitch materials for internal and external clients.

• Support deal teams in the development, presentation, and successful execution of mandates.

• Conduct research and financial analysis on companies and industries to inform strategic recommendations.

• Assist in the origination and marketing efforts for a range of corporate clients.

• Understand the pricing and development of convertible and derivative structures.

• Identify opportunities for increased efficiency and improved client service.

What You'll Need

• 1-3 years of relevant experience in investment or corporate banking.

• Undergraduate degree in finance, economics, or accounting with strong academic achievement.

• Proven experience in financial analysis; derivatives background is a plus.

• Expertise in financial computer applications and database management tools.

• Strong analytical, problem-solving, and communication skills.

• Ability to work independently and collaboratively in a fast-paced, results-driven team environment.

What's On Offer

• Competitive salary range of $110,000 - $135,000 USD.

• Opportunities for professional growth and skill development.

• Comprehensive benefits package including health insurance and retirement savings plans.

• A collaborative and dynamic work environment within a respected financial institution.

Apply via Haystack today!

Conduent delivers digital business solutions and services spanning the commercial, government and transportation spectrum — creating exceptional outcomes for its clients and the millions of people who count on them. The company leverages cloud computing, artificial intelligence, machine learning, automation and advanced analytics to deliver mission-critical services. Through a dedicated global team of approximately 60,000 associates, process expertise and advanced technologies, Conduent solutions and services digitally transform its clients’ operations to enhance customer experiences, improve performance, increase efficiencies and reduce costs. Conduent adds momentum to its clients’ missions in many ways, including delivering 43% of nutrition assistance payments in the U.S., enabling 1.3 billion customer service interactions annually, empowering millions of employees through HR services every year and processing nearly 12 million tolling transactions every day. 

Learn more at www.conduent.com.

Industry: IT Services and IT Consulting
Company Size: 10,001+ employees

Conduent

Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day.

**Financial Analyst II**

Are you a recent graduate looking to build a strong foundation in corporate finance and financial planning and analysis?

Would you like the opportunity to support strategic initiatives including mergers, acquisitions, and long-term business planning?

**About the Role:**

We are seeking a highly motivated Financial Analyst to join our Finance organization. This role is designed for new and recent college graduates who are eager to build a strong foundation in corporate finance, financial planning and analysis (FP&A), and mergers and acquisitions (M&A).

In this role, you will support both corporate development initiatives—including acquisitions, divestitures, strategic investments, and partnerships—as well as core FP&A activities, such as budgeting, forecasting, and performance analysis. You will work cross-functionally with teams across Finance, Strategy, Legal, HR, and business functions, gaining hands-on exposure to how financial insights support strategic decision-making and long-term growth.

**Responsibilities:**

-  Supporting the annual budgeting, forecasting, and long-range planning processes.

-  Assisting with monthly and quarterly financial performance reporting and variance analysis.

-  Analyzing key business drivers, trends, and operational metrics.

-  Preparing financial models, analyses, and presentations to support management decision-making.

-  Partnering with FP&A team members to develop management reports and dashboards.

-  Assisting in building and maintaining financial models for valuation, return analysis, and scenario planning.

-  Analyzing target company financial statements, operating metrics, and historical performance.

-  Conducting market research, competitive analysis, and industry assessments to support deal evaluation.

-  Supporting due diligence activities across Finance, HR, Legal, Operations, and other functional teams.

-  Preparing business cases, investment memos, and executive-level presentation materials.

-  Assisting with tracking transaction timelines and maintaining deal documentation.

-  Working closely with internal partners to gather data, analyze findings, and summarize insights.

-  Communicating key analyses and recommendations to Finance leadership and stakeholders.

-  Building strong business understanding through exposure to multiple functions and initiatives.

-  Performing other duties as assigned.

-  Complying with all policies and standards.

**Requirements:**

-  Earning or having completed a Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.

-  Gaining internship, co-op, or entry-level experience in FP&A, corporate finance, M&A, investment banking, consulting, or a related area.

-  Demonstrating strong analytical and quantitative skills with attention to detail.

-  Using Excel and PowerPoint with an interest in financial modeling and analysis.

-  Managing multiple priorities and meeting deadlines in a fast-paced environment.

-  Communicating clearly through strong written and verbal communication skills.

-  Gaining exposure to financial modeling, valuation, or forecasting through coursework or internships.

-  Demonstrating familiarity with basic valuation concepts such as DCF, comparable companies, and precedent transactions.

-  Showing curiosity, a learning mindset, and interest in understanding how businesses create value.

**Flexible Working**

At Conduent, we value individuality and flexible working arrangements. In this role, you can expect:

- Remote Work: Enjoy the flexibility of working from home while optimizing your work-life balance.

**Working for You**

We offer perks and rewards designed to support you:

- Health & Welfare Benefits: Comprehensive plans tailored to your needs, effective from day one.

- Retirement Savings: Robust programs to help you secure your financial future.

- Employee Discounts: Access to a wide range of discounts on merchandise, services, travel, and more.

- Career Growth Opportunities: Paths for advancement within a global organization.

- Paid Training: Learn while you earn with award-winning learning platforms.

- Paid Time Off: Competitive PTO packages to help you recharge.

- Great Work Environment: Join an award-winning culture that values diversity and inclusion.

**Join Us:**

At Conduent, we are united by a shared mission. We understand that our success is driven by the success of our associates. When you join us, you’ll find opportunities to:

- Bring your authentic self to work every day.

- Grow and thrive both personally and professionally.

- Make a meaningful impact with our clients, in our communities, and for the millions of people we serve.

With a large workforce across 24 countries, we’re proud to foster a truly global culture—one that supports well-being, values every contribution, and empowers our people to grow both personally and professionally.

Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated salary range for this role is (57,750 – 75,000)

Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law.

For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form. Complete the form and then email it as an attachment to FTADAAA@conduent.com. You may also click here to access Conduent's ADAAA Accommodation Policy.

Finance Analyst II

Point72 Asset Management is a global firm led by Steven Cohen that invests in multiple asset classes and strategies worldwide. Resting on more than a quarter-century of investing experience, we seek to be the industry’s premier asset manager through delivering superior risk-adjusted returns, adhering to the highest ethical standards, and offering the greatest opportunities to the industry’s brightest talent. We’re inventing the future of finance by revolutionizing how we develop our people and how we use data to shape our thinking. For more information, visit www.Point72.com/working-here. 

The content on this page is not an advertisement nor an offer to sell nor a solicitation of an offer to invest in any entity or other investment vehicle.  The information herein is not intended to be used as a guide to investing or as a source of any specific investment recommendation, and it makes no implied or express recommendation concerning the suitability of an investment for any particular investor.  The opinions, projections and other forward-looking statements are based on assumptions that the authors’ believe to be reasonable but are subject to a wide range of risks and uncertainties, and, therefore, actual outcomes and future events may differ materially from those expressed or implied by such statements. Point72, L.P. or an affiliate may seek to invest in one or more of the companies discussed herein.

Industry: Financial Services
Company Size: 1,001-5,000 employees

Point72

Point72 Academy 2026 Investment Analyst Program for Experienced Professionals

We’re training the next generation of Point72 discretionary investment professionals.

The Point72 Academy Program is a ten-month paid training program designed to introduce you to the buy-side and prepare you for a potential career as a Fundamental Equities Financial Analyst at Point72.

Upon successfully graduating from the Academy, you will have the opportunity to be placed in a role on a long/short equity investing team.

As an analyst at Point72, you will benefit from our mentorship culture and ongoing professional development resources that are dedicated to your continued growth beyond the Academy.

**WHAT YOU’LL DO:**

Learn the fundamental research and analysis skills needed to be an analyst at Point72 and apply intellectual curiosity in a role that values creativity, autonomy, and analytical rigor.

- Develop sophisticated company analysis and modeling skills from our Academy faculty, investment professionals and professors from some of the world’s leading universities.

- Learn statistics, accounting, financial modeling, data analysis, coding, and more.

- Complete a compliance training curriculum to prepare you for an analyst role.

- For all Academy Associates, at least a portion of this training will take place in our New York City office

- Apply the skills you’ve developed to real-life situations as you rotate with two investing teams.

- Gain firsthand experience and valuable mentorship from our investment professionals during your rotations.

**Upon Successful Graduation: The Analyst Role**

Upon the successful completion of the Academy, you’ll have the opportunity to interview for an equity research analyst role at Point72, where you’ll work closely with your portfolio manager and team to develop a deep understanding of companies across industries and around the world. Through fundamental research and financial analysis, you’ll attempt to see change before it happens and turn those insights into actionable investment ideas. You can apply your financial acumen and curiosity to help shape your team’s investment strategies as you:

- Develop sophisticated financial models to help you understand the businesses you cover and how they are changing

- Perform fundamental research; attend industry events, interact with sell-side research analysts and sales professionals, and analyze compliant data sets.

- Constantly develop your skills through coaching from your portfolio manager and by using the full breadth of the professional development resources available to you

- Apply your ever-growing knowledge base to identifying and opining on key market debates that drive stock prices

- Creatively research questions subject to the firm's compliance policies and procedures

- Recognize variant views versus the market

- Conduct yourself with the highest levels of professionalism, integrity, and ethics

**WHO SHOULD APPLY:**

At the Point72 Academy, we hire for potential. We are looking for problem-solvers who offer unique perspectives that can be applied to investing. We want you to apply if you have:

- Superior analytical skills, demonstrated through work experience and/or graduate education in fields such as finance, law, philosophy, economics, history, political science, journalism, humanities, or liberal arts.

- The ability and ambition to learn quickly, as we prepare you to potentially join a fundamental equities investing team as an investment analyst.

- A demonstrated passion for problem-solving, regardless of discipline.

- Strong written and verbal communication skills, with the ability to collaborate well with others.

- A fierce commitment to ethics and integrity.

- Self-motivation, maturity, and eagerness to learn.

- Exceptional critical and analytical thinking ability.

- An undergraduate degree (or above).

**TIMING:**

We have three start dates per year. The start class you will be considered for depends on when you apply.

**WHAT TO EXPECT:**

- Your online application, essays and resume will serve as an introduction to who you are as a candidate. Once you complete the online application, we will begin reviewing your profile.

- Selected candidates will then receive an email invitation to participate in a case study, allowing you to showcase your experiences and demonstrate your business acumen.

- Following submission and review of your case study, the next step would be an online assessment and virtual one on one interviews with various members of the Academy team, if selected.

**About Point72**

Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry’s brightest talent by cultivating an investor-led culture and committing to our people’s long-term growth.

We’re a firm that thrives on ideas, and we’ve found that the Point72 Academy has provided us with diverse viewpoints and perspectives. We can offer support in Academy Associates’ growth and development as analysts and portfolio managers.

For more information, visit www.Point72.com/working-here

There is no set application deadline for this position. Candidates are considered as they apply, until the program is at capacity. We strongly encourage you to apply and fulfill all requirements as soon as you feel ready to begin the hiring process. Please note, you may only submit one application to the Academy program globally, so please be sure to apply to the region you are most interested in.

Don't miss this opportunity to kickstart your career in the world of investing with Point72 Academy.

~~Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.~~

~~Please note that any use of GenAI is strictly prohibited when completing this application.~~

The US annual base salary for this role is $125,000 (USD) which does not include discretionary bonus compensation or our comprehensive benefits package. Actual compensation offered to the successful candidate may vary from posted hiring based upon geographic location, work experience, education, and/or skill level, among other things.

Point72 Academy 2026 Investment Analyst Program for Experienced Professionals-US

Confidential Page

Industry: Language Schools
Company Size: 1 employee

Confidential

Senior Financial Analyst

We are looking for a Senior Financial Analyst to join our finance department. The Sr. analyst will have experience in financial reporting & analysis, ideally in an agency setting, which includes management reporting, income statement analysis, revenue/expense forecasting. Essential qualities include being detail oriented, organized and strong ability to multi-task.

Responsibilities

- Track and analyze revenue and expenses for multiple offices, perform detailed analysis of results versus forecasted/budgeted expectations and provide insightful commentary to management.

- Assist with completion of annual budgeting & quarterly forecasting processes.

- Assist with monthly revenue recognition process to ensure accuracy of scope inclusion, categorization, accrual of direct costs as well as view of reaching forecasted revenue prior to close.

- Maintain financial reporting files that support day-to-day management of revenue and expenses.

- Ability to complete monthly reporting which includes utilization analysis, overserving analysis and detailed variances analysis accurately and timely for distribution to senior leadership.

- Work closely with client facing team and accounting team throughout the month to ensure proper sharing of information across groups.

Qualifications

- 3+ years of experience in a financial analysis role in a Marketing or PR agency environment.

- Understanding of internal controls and operational application and generally accepted accounting principles.

- Strong interpersonal, writing and communications skills.

- Flexibility and managing multiple priorities.

- Attention to detail imperative.

- Ability to adhere to deliverables calendar throughout the month.

- Strong Microsoft Excel skills, with PowerPoint as a plus.

- Experience with Maconomy and OneStream a plus.

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