Fractional CFO - Nonprofit Focus CEFO AdvisorsFractional CFO - Nonprofit FocusAlbany, NYJob Responsibilities Review financial information and prepare client dashboards Provide regular strategic advice to executive directors and their leadership teams Review existing systems and recommend best practices to gain efficiency Manage internal and external accounting staff Prepare and/or review budgets, forecasts, and projection models Develop and maintain long-range financial plans and cash flow strategies Participate in client leadership, board, and finance committee meetings Develop banking relationships and support financing and lending needs Identify and correct existing client pain points Work hand in hand with clients to develop future strategic plans and milestones to successPrepare and analyze client assessment reports and manage implementation projects Nonprofit-Specific Responsibilities Provide CFO-level oversight of fund accounting, including restricted vs. You will manage client engagements and work directly with executive directors, finance committees, and boards to strengthen financial strategy, ensure compliance, and help organizations advance their missions with confidence.
Client Service Leader - Water & Wastewater Services CDM Smith IncClient Service Leader - Water & Wastewater ServicesLatham, NYCDM Smith has an exciting opportunity for an experienced Client Service Leader to lead client engagement and business development for municipal water services for multiple, municipal and state agency clients in the greater Albany-Troy-Schenectady, N.Y. We have worked on some of the largest infrastructure projects for major clients throughout the region and are looking for someone who will help continue this tradition through both the management of existing client portfolios and the development of strategies to grow business with new clients.
Client Service Leader - Water & Wastewater Services CDM SmithClient Service Leader - Water & Wastewater ServicesLatham, New YorkJob Description: CDM Smith has an exciting opportunity for an experienced Client Service Leader to lead client engagement and business development for municipal water services for multiple, municipal and state agency clients in the greater Albany-Troy-Schenectady, N.Y. We have worked on some of the largest infrastructure projects for major clients throughout the region and are looking for someone who will help continue this tradition through both the management of existing client portfolios and the development of strategies to grow business with new clients.
Financial Equity Coordinator Boston Human Capital PartnersFinancial Equity CoordinatorHudson, New YorkJob Summary: The Financial Equity Coordinator, working in collaboration with Rural & Migrant Ministry, Inc. (RMM) and our sister credit union, The New York Episcopal Federal Credit Union (NYEFCU), will oversee the implementation of RMM’s fiscal equity program in rural New York, which includes: financial literacy educational programs, support for RMM’s cooperatives and the implementation of the New York Episcopal Federal Credit Union in rural New York. Rural Academy of the People Oversee the development and implementation of a financial equity curriculum that enables grassroots, rural people build their financial literacy, develop strategies for avoiding exploitation and better understand the opportunities of the Credit Union.
Security Officer Corporate Financial Allied UniversalSecurity Officer Corporate FinancialCohoes, NYJoin Allied Universal as an Unarmed Patrol Officer at a prestigious financial institution location, where you will conduct routine patrols, remain visible to help reduce security-related incidents, and deliver outstanding customer service. What You'll Do: Provide customer service to employees, visitors, and/or vendors by carrying out security-related procedures, site-specific policies, and when appropriate, emergency response activities within a financial services location.
Business Development - Financial Channel GTM Payroll Services IncBusiness Development - Financial ChannelClifton Park, NYFull timeWhat You'll DoDevelop and execute a targeted strategy to grow referral partnerships with CPA firms and family offices to increase referrasl to our household divisionBuild and manage a pipeline of active and prospective partnersConduct outreach via phone, email, and in-person meetings to establish new relationshipsMaintain ongoing partner engagement through regular check-ins and strategic touchpointsDeliver CPE presentations (virtual and in-person) to educate partners on GTM servicesPosition GTM as a value-added solution that enhances client offeringsProvide partners with insights, tools, and resources to better serve their clientsTrack referral activity, conversion rates, and overall channel performanceCollaborate with internal teams to ensure a seamless referral and client experienceRepresent GTM at industry events, conferences, and networking opportunitiesPartner with Marketing on campaigns and content tailored to the accounting audienceMaintain accurate partner activity records in CRM systemsWhat You BringStrong communication and relationship-building skillsAbility to influence, consult, and overcome objectionsHigh attention to detail and strong organizational skillsAbility to manage multiple priorities and partnerships simultaneouslyProficiency with Microsoft Office and CRM platformsQualificationsBachelor's degree required5+ years of experience in business development, partnerships, or marketingExperience in payroll, tax, insurance, HR, or related industries preferredExperience with consultative sales or phone-based outreach is a plusWhat Sets You ApartExecutive presence and ability to build trust with financial professionalsExperience presenting to professional audiences (CPE or similar)Strategic mindset with a focus on long-term partnership growthHigh level of professionalism and business acumenWhy Join GTM?Opportunity to build and own a high-impact partner channelCollaborative, growth-focused environmentVisibility with leadership and key industry stakeholdersCompetitive compensation and benefits packageIf you're a strategic relationship builder who can confidently engage financial professionals and drive meaningful partnerships, we'd love to hear from you. About the RoleGTM is seeking a dynamic and relationship-driven Business Development professional to build and expand strategic partnerships with CPAs, accounting firms, and family offices to drive referrals and increase conversion rates for our household division.
Financial Controller Nesco Resource, LLCFinancial ControllerLatham, NYOur client is an industry leader in a fun, stable and evolving sector, offers a good quality of life, innovative product line and services, well-rounded benefits program, and opportunities for growth. Candidates profile: Bachelors Degree in Accounting, Finance, or related field; Associates Degree with relevant experience will be considered.
Managed Services - Data, Analytics & AI - Associate PricewaterhouseCoopers LLPManaged Services - Data, Analytics & AI - AssociateAlbany, NY$61,000–$100,000 / yearPreference for at least one of the following fields of study: Accounting, Analytics/Data Science, Biology/Biomedical Sciences, Business Administration/Management, Computer Science/Information Systems, Economics, Engineering, Finance, Financial Mathematics/Quantitative Finance, Health Administration/Public Health, Mathematics/Statistics, Operations/Supply Chain, Project/Technology Management, Risk Management/Insurance, Science. Within our Data, Analytics & AI Managed Services practice, you will focus on providing strategic insights and driving informed decision-making for clients, developing and implementing innovative solutions to enhance business performance and competitive advantage.
CLIENT ACCOUNTING SERVICES SENIOR ASSOCIATE OASISCLIENT ACCOUNTING SERVICES SENIOR ASSOCIATECLIFTON PARK, NYFull timeAs a Senior Associate at OASIS, you’ll manage daily accounting operations across client engagements, working closely with Controllers and CFOs to execute consistent, high-quality service delivery. OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs.
Client Accounting Services Senior Associate OasisClient Accounting Services Senior AssociateClifton Park, New York$70,000–$90,000 / yearOverview: As a Senior Associate at OASIS, you’ll manage daily accounting operations across client engagements, working closely with Controllers and CFOs to execute consistent, high-quality service delivery. About OASIS: OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramAlbany, New York$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Corporate Controller - Corporate Services GP Fund SolutionsCorporate Controller - Corporate ServicesLatham, NYThe Corporate Controller serves as a trusted advisor to clients, developing a deep understanding of their businesses while ensuring high-quality, accurate, and timely service delivery. As the Corporate Controller at GPFS you will lead client relationships and oversee the delivery of accounting, financial reporting, and operational services for our Corporate Services clients.
Senior Client Services Representative Cetera Financial Group IncSenior Client Services RepresentativeLatham, NY$25–$32.20 / hourBachelor''s degree • Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment. Base hourly rate depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location.
Investor Services Associate GP Fund SolutionsInvestor Services AssociateLatham, NY$45,000–$60,000Upload and manage documents, as well as create campaigns within industry-specific online portals, collaborating with internal teams to ensure proper timing and completion. As an Investor Services Associate GPFS, you'll play a key role in delivering exceptional services and building lasting investor relationships.
CLIENT ACCOUNTING SERVICES ASSOCIATE OASISCLIENT ACCOUNTING SERVICES ASSOCIATECLIFTON PARK, NYFull timeOASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture.
Client Accounting Services Associate OasisClient Accounting Services AssociateClifton Park, New York$55,000–$70,000 / yearAbout OASIS: OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs.
Managed Services - Data, Analytics & AI - Senior Associate PricewaterhouseCoopers LLPManaged Services - Data, Analytics & AI - Senior AssociateAlbany, NY$77,000–$202,000 / yearPreference for at least one of the following fields of study: Accounting, Analytics/Data Science, Biology/Biomedical Sciences, Business Administration/Management, Computer Science/Information Systems, Economics, Engineering, Finance, Financial Mathematics/Quantitative Finance, Health Administration/Public Health, Mathematics/Statistics, Operations/Supply Chain, Project/Technology Management, Risk Management/Insurance, Science. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Senior Banker - Westfield Financial Center Bank of AmericaSenior Banker - Westfield Financial CenterWestfield, MassachusettsPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Director for Risk and Insurance Management (Insurance Services Manager) - VID 223451 New York State Thruway AuthorityDirector for Risk and Insurance Management (Insurance Services Manager) - VID 223451Albany, NY$120,471–$152,238 / yearNotes on ApplyingPlease submit a resume and cover letter to HRresumes@ogs.ny.gov detailing how you meet the minimum qualifications along with the month/year and, if less than full time, the average hours worked per week for each position listed. The Bureau of Risk and Insurance Management is responsible for two core functions: Management of the third-party risk program and vendors for State entities, including.
VP Treasury Services - Albany Med Health System Albany Medical CenterVP Treasury Services - Albany Med Health SystemAlbany, NYManagement liaison with Investment Committee; Oversees and manages implementation of Investment strategies for Investment Portfolios of organization; Monitoring of Investment portfolio performance and activities: Execution of investment strategies previously approved by Investment Committee; reviewing transaction letters and tracking of transactions for completion; review of investment management agreements and other necessary documentation. The Vice President of Treasury Services plays a key role in effectively managing the cash positions and various treasury functions of the Albany Medical Center, while also serving as a partner with other financial divisions of the organization in order to ensure effective and enhanced management of treasury goals and strategies.