Transaction Advisory Managing Director - Financial Due Diligence (FDD) bdo consultingTransaction Advisory Managing Director - Financial Due Diligence (FDD)Stamford, CT$250,000–$400,000 / yearLeads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.
Transaction Advisory Managing Director - Financial Due Diligence (FDD) BDO USA PCTransaction Advisory Managing Director - Financial Due Diligence (FDD)CT$250,000–$400,000 / yearLeads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Experience: Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.
Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpWealth Advisor, Schwab Wealth AdvisoryStamford, CTClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor Schwab Wealth AdvisoryStamford, CTTime Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Associate Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpAssociate Wealth Advisor, Schwab Wealth AdvisoryStamford, CTCoachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support. Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
NewAdvisory - Senior Associate HNTB CorporationAdvisory - Senior AssociateArlington, New YorkThe role will include work across engagements to provide structured analysis, maintain common tools and methodologies, and help ensure quality and consistency in financial work products and operates within an integrated advisory environment, collaborating closely with senior advisors, technical leads, and local office teams to advance client objectives. This position applies understanding of a specific practice area and the HNTB business model to ensure 4for4 delivery and effective project performance while utilizing their technical expertise to advise and support Advisory and HNTB clients on projects and programs nationwide.
Financial Crime Risk Analyst II, KYC The Toronto-Dominion BankFinancial Crime Risk Analyst II, KYCNew City, NY$29.75–$47.75 / hourTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Employee/Team Accountabilities: Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest.
Financial Reporting Lead Rockefeller Capital ManagementFinancial Reporting LeadStamford, Connecticut$160,000–$175,000 / yearFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. Gather client information across investment institutions and reconcile investment reports (capital gains, interest/dividend income, alternative/fixed income securities, cash flow, budgets etc.).
Senior Financial Analyst, FP&A TouchCareSenior Financial Analyst, FP&AStamford, CT$85,000–$120,000 / yearWe are seeking a highly analytical, business-minded Financial Analyst, FP&A to support financial planning, forecasting, operational reporting, and strategic analysis across the organization. You will work closely with Finance leadership, executive leadership, and operational stakeholders to help drive data-backed decision-making and support the next phase of company growth.
Assurance Director - Asset Management & Financial Services bdo consultingAssurance Director - Asset Management & Financial ServicesStamford, CT$180,000–$265,000 / yearBusiness Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
Sr Financial Analyst Gartner IncSr Financial AnalystStamford, CTReporting & Insights: Deliver timely, insightful reporting to IT leadership, including analysis of personnel and technology investments; present findings as needed to enable informed, data-driven decision-making. You'll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.
M&A Financial Due Diligence Manager Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence ManagerCT$134,500–$265,100 / yearAs a Manager focused on financial due diligence, you will lead and contribute to engagements advising clients primarily on financial and accounting considerations associated with a wide range of transactions - including acquisitions, divestitures, minority investments, recapitalizations, joint ventures, carve-outs, and other strategic investment activities or liquidity events. Analyze target company performance, including historical and projected operating trends, quality of earnings, revenue metrics and profitability drivers, working capital trends and needs, debt/debt-like items, and other significant potential commitments and contingencies or cash flow risks.
Senior Financial Analyst Balchem CorpSenior Financial AnalystMontvale, NJDrive continuous improvement within the Finance & Accounting function, including improving the quality and reliability of relevant reporting and analytics; proactively identify opportunities for improvement and take the lead on implementing action plans. The Senior Financial Analyst should have an eye towards continuous improvement and proactively lead efforts to identify opportunities and implement solutions to enhance the financial performance of the businesses.
Financial Analyst Patriot Bank NAFinancial AnalystStamford, CTCollaborate with C-level executives on strategic initiatives, developing reporting frameworks, and tracking key performance indicators (KPIs) and key risk indicators (KRIs). You will develop reports using Power BI, create presentations, and work closely with C-level executives to track performance metrics and support strategic initiatives.
Senior Financial Analyst Jaguar Land Rover Automotive PlcSenior Financial AnalystMahwah, NJ$95,000–$119,000 / yearReporting to the Finance Manager, Customer Care, the Senior Financial Analyst is responsible for providing financial oversight and analytical support for vehicle warranty programs, electrification and other ad hoc products/services. This role is the finance lead to support strategic decision making through deep financial analysis, KPI tracking, and assist with implementation of cost recovery initiatives and revenue improvements.
NewSenior Financial Analyst CFSSenior Financial AnalystWappingers Falls, NY$90,000–$125,000 / yearSupport month‑end management reporting and financial analysis, including variance analysis, revenue and margin drivers, inventory and expense analysis, cash flow, and working capital metrics. Support the Corporate Accounting team in driving a disciplined, timely month‑end close, including process improvements across monthly, quarterly, and annual cycles.
Global Financial Crimes Client Risk Unit Vice President Morgan StanleyGlobal Financial Crimes Client Risk Unit Vice PresidentSpring Valley, NYOur 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. We are seeking someone to join our team as a Global Financial Crimes: Client Risk Unit Vice President in Legal and Compliance to provide advisory support on client risk and due diligence matters, and partner across the Firm to support effective execution of the Financial Crimes Prevention Program.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsHighland Falls, NYFull time2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC , FINRA ), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.
Business Development Director (Financial Services) bdo consultingBusiness Development Director (Financial Services)Stamford, CT$150,000–$180,000 / yearUpon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.
Senior Banker - Meadow Hill Financial Center Bank of AmericaSenior Banker - Meadow Hill Financial CenterNewburgh, New YorkPartners 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.
Merrill Advisor Development Program - Financial Advisor: Southern CT Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Southern CT MarketStamford, CT$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: Southern CT Market Stamford, Connecticut; New Canaan, Connecticut; Greenwich, Connecticut; Darien, Connecticut Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Sr. Financial Analyst - NBC Sports NBCUniversal Media LLCSr. Financial Analyst - NBC SportsStamford, CTWe produce and distribute premier filmed entertainment and programming through our powerhouse film and television studios, including Universal Pictures, DreamWorks Animation, and Focus Features, and the four global television studios under the Universal Studio Group banner, and operate industry-leading theme parks and experiences around the world through Universal Destinations & Experiences, including Universal Orlando Resort, home to Universal Epic Universe, and Universal Studios Hollywood. Support the consolidation of financial results across the Sports portfolio, delivering clear variance analysis versus budget, forecast, and prior periods, and highlighting key business drivers.
Financial Systems BI Manager - Reporting & Operations BDO USA PCFinancial Systems BI Manager - Reporting & OperationsCT$120,000–$140,000 / yearJob Summary: The Financial Systems BI Manager - Reporting & Operations - is responsible for managing the business administration, reliability, and continuous improvement of the firm's reporting platforms with a focus on actuals reporting, dashboards, controls, governance, and financial system processes that support the firm's reporting. In this role, the manager has strong communication skills and must interact regularly and comfortably across various departments, speaking in business acumen with the business field with the ability to effectively translate to technical acumen with IT teams and cross functional Management teams.
Sr Financial Analyst Regeneron Pharmaceuticals IncSr Financial AnalystNY$83,800–$136,800 / yearAdopt a continuous improvement approach to review existing processes and documentation to identify where additional controls and clarifications around Global Development Clinical Trials, Clinical Programs budgets and Study Level requisitions are required from a Finance stand-point; this includes but is not limited to: Submission and updating of approved budget information in Hyperion. Facilitating Audit SOX annual reviews: Lead process overview/walkthrough with external and internal auditors and prepare the requested documentation for Study Level Budget and Requisition approvals for key controls testing.
Financial Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistStamford, CT$74,900–$147,600 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. 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.
Sr. Financial Analyst- Managed Care (Hybrid) Stamford HealthSr. Financial Analyst- Managed Care (Hybrid)Stamford, CTMarket & Value-Based Program Intelligence: Analyze the external payer environment, including fee schedule changes, regulatory shifts, and Value-Based Purchasing/pay-for-performance metrics to ensure compliance and optimize incentive payments. This senior-level position is responsible for the strategic planning, negotiation, and end-to-end management of complex managed care contracts for Stamford Hospital, Stamford Health Medical Group, and Stamford Health-Norwalk Radiology, LLC.
Senior Financial Advisor M&T Bank CorpSenior Financial AdvisorCTEducation and Experience Required: Combined minimum of 8 years' higher education and/or work experience, including a minimum of 6 years' investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust/fiduciary experience. We're seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.
Financial Advisor - Stamford, Connecticut Lenox AdvisorsFinancial Advisor - Stamford, ConnecticutStamford, CT$60,000–$100,000 / yearWith a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.
Financial Systems Senior Business Process Lead - PPM (Oracle Fusion) BDO USA PCFinancial Systems Senior Business Process Lead - PPM (Oracle Fusion)CT$100,000–$120,000 / yearThe PPM focus areas are, but not limited to, Project Control, Project Costing, Project Billing, Project Contracts, Project Performance, Project Resource Management, Task Management, Customers, Capital Projects, Internal Projects, Project Cost Adjustments, Project Budget, Project Renew Amendments, Project Reserves, Project Close, Automation, AI and Reporting. Participates in the ERP vendor discussions for the PPM/ pillar by coordinating ongoing touchpoints with vendor and community product groups advocating for functionality enhancements in the product that represents functionality to better align with the firm's business strategy, operating model and representing Accounting/Assurance/Tax Professional Services industry.
Assurance Director - Asset Management & Financial Services BDO USA PCAssurance Director - Asset Management & Financial ServicesStamford, CT$180,000–$265,000 / yearJob Duties: Business Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
Financial Solutions Advisor - Albany / Hudson Valley Market Bank of America CorpFinancial Solutions Advisor - Albany / Hudson Valley MarketNY$65,000–$80,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Advisor Associate- Ramsey, NJ The Toronto-Dominion BankFinancial Advisor Associate- Ramsey, NJNJ$66,560–$99,320 / yearMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Business Development Director (Financial Services) BDO USA PCBusiness Development Director (Financial Services)Stamford, CT$150,000–$180,000 / yearJob Summary: Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies. Upon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan.
NewDirector of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors Tompkins Financial CorpDirector of Wealth Management Talent Acquisition & Development - Tompkins Financial AdvisorsMount Kisco, NY$130,000–$150,000 / yearWorking closely with executive leadership and cross-functional partners, the Director develops scalable talent strategies that enhance advisor performance, strengthen organizational capability, and support TFA's long-term growth objectives. Organizational Alignment and Scalability - Establish consistent talent processes, partnerships, and frameworks that support operational efficiency, organizational culture, and sustainable growth across the TFA footprint.
Kyriba Treasury Transformation Senior Consultant Deloitte Touche Tohmatsu LtdKyriba Treasury Transformation Senior ConsultantCT$110,700–$218,300 / yearSupport engagements involving treasury information technology strategy, bank connectivity, Society for Worldwide Interbank Financial Telecommunications (SWIFT), multibank reporting, process enhancements, vendor selection, and treasury management system implementation. As a Kyriba Treasury Transformation Senior Consultant on the Controllership and Treasury Transformation team, you will be responsible for supporting treasury transformation engagements and delivering Kyriba-enabled solutions for clients.
Treasury Transformation Manager - Kyriba Deloitte Touche Tohmatsu LtdTreasury Transformation Manager - KyribaCT$134,100–$265,100 / yearAs a Kyriba Treasury Manager on the Controllership and Treasury Transformation team, you will be responsible for leading treasury transformation engagements, advising clients on treasury technology strategy, and delivering Kyriba-enabled solutions. Lead teams delivering treasury technology services, including treasury information technology strategy, bank connectivity strategy, vendor selection, process design, and treasury management system implementation.
Capital Projects Technical Senior Consultant - Procore Deloitte Touche Tohmatsu LtdCapital Projects Technical Senior Consultant - ProcoreCT$110,700–$218,300 / yearFrom strategy to execution, this team delivers integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. Work alongside clients every step of the way, helping them navigate new challenges, avoid financial pitfalls, and provide practical solutions at every stage of their journey-before, during, and after any major transformational projects or transactions.
Director, Investor Relations ITT IncDirector, Investor RelationsStamford, CTMinimum of 8-12+ years of progressively responsible experience in Investor Relations, FP&A, Corporate Finance, Capital Markets, or related functions, gained within a publicly traded company or relevant advisory setting; preferred two years of direct Investor Relations experience. Our businesses are organized in three distinct segments, each based around our core engineering DNA: Industrial Process: A global leader in centrifugal and twin-screw pumps and engineered valves for chemical, energy, mining, and industrial applications.
Analyst - Solebury Investor Relations PNC BankAnalyst - Solebury Investor RelationsStamford, ConnecticutIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Director, Investor Relations ITT Inc. - English USDirector, Investor RelationsStamford, ConnecticutFull timeOur leading brands include the iconic Goulds Pumps (with more than 175 years of history), Anhydro, APV, Bornemann, Bran+Luebbe, C’treat, Engineered Valves, Gerstenberg Schröder, Habonim, Johnson Pump, Lightnin, Philadelphia, Plenty, PRO Cast, Rheinhütte, Seital Separation, Stelzer, Svanehøj, Tigerholm, Uutechnic, VIDAR, Waukesha Cherry-Burrell. Through operational execution, innovation, and disciplined capital deployment, including strategic acquisitions such as SPX FLOW, ITT partners with its customers to deliver enduring solutions to the key industries that underpin our modern way of life.