Next Engineers Program Manager (R26-38) Research Foundation for SUNYNext Engineers Program Manager (R26-38)Albany, NY$65,000–$68,000 / yearFull timeWorking under the direction of the Project Director, the Program Manager will coordinate with CNSE instructors, the Communications and Finance teams, and external partners to ensure efficient program delivery, compliance with sponsor requirements, and achievement of program objectives. The Next Engineers Program Manager will oversee the daily operations of the University at Albany's Next Engineers outreach and enrichment initiative, designed to inspire and prepare middle and high school students to pursue careers in engineering.
NewFinancial Professional, Senior Naval Nuclear LaboratoryFinancial Professional, SeniorSchenectady, NY$78,700–$120,500 / yearThe selected candidate will interface with Financial Services team members and other NNL departments, analyze general ledger accounts to ensure accuracy and integrity, support monthly and year end closing activities, support audit requests and prepare periodic reports to management and Government. Naval Nuclear Laboratory personnel are FMP employees who work at four DOE facilities: Bettis Atomic Power Laboratory, Knolls Atomic Power Laboratory, Kenneth A. Kesselring Site, and Naval Reactors Facility, and at the U.S. Department of Defense-owned Nuclear Power Training Unit-Charleston.
Maintenance Coordinator PenskeMaintenance CoordinatorAlbany, NY$23–$24.38 / hourFull timeWillingness to travel as necessary, work the required schedule, work at the specific location required, complete Penske employment application, submit to a background investigation (to include past employment, education, and criminal history) and drug screening are required. The Penske Maintenance Coordinator position is focused on managing inventory and administrative processes of the branch (branches) that support maintenance operational efficiency, effectiveness, customer satisfaction and profitability.
NewProject Manager (Telecom Expense & Financial Management) - PM 26-09184 CVC - ITProject Manager (Telecom Expense & Financial Management) - PM 26-09184Albany, NYThis role focuses on optimizing financial processes, managing telecom-related expenses, and driving data-driven decision-making through analytics and reporting. A leading organization is seeking an experienced Project Manager to support Telecom Services and Expense Management functions within IT operations.
Sr Financial Analyst - Strategy & Portfolio Management Varian Medical Systems IncSr Financial Analyst - Strategy & Portfolio ManagementNY$147,760–$203,170 / yearAs part of a team, and through best in class, data-driven analytics, this role will partner and/or lead cross-functional teams for strategic and tactical decision making; will be a lead role in generating financial insights in short term and long term strategic global results, with focus on efficient capital allocation. "It is Siemens Healthineers' policy to comply fully and completely with all United States export control laws and regulations, including those implemented by the Department of Commerce through the Export Administration Regulations (EAR), by the Department of State through the International Traffic in Arms Regulations (ITAR), and by the Treasury Department through the Office of Foreign Assets Control (OFAC) sanctions regulations.".
Data Engineering, Management & Governance Senior Manager/Associate Director - Financial Services Accenture PlcData Engineering, Management & Governance Senior Manager/Associate Director - Financial ServicesAlbany, NYData Engineering, Management & Governance Senior Manager and the job duties are as follows: Architect scalable solutions for new rollouts, enhancements, and lifecycle maintenance, integrating best practices across DevOps, MLOps, and DataOps frameworks. Drive cross-functional project planning for complex IT initiatives, defining objectives, technology stacks, systems architecture, schedules, budgets, and staffing strategies in collaboration with senior leadership.
NewVice President, Portfolio Management (Native American Financial Services Portfolio And Gaming) Keybank National AssociationVice President, Portfolio Management (Native American Financial Services Portfolio And Gaming)Albany, NYRemote$96,000–$181,000 / yearAdditionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Gather and analyze all relevant financial data for, often high value, clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, and assessing creditworthiness, etc.
Vice President Or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions And Insurance) Keybank National AssociationVice President Or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions And Insurance)Albany, NY$96,000–$181,000 / yearAdditionally the VP, Portfolio Management will be responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerAlbany, NY$99,000–$266,000 / yearPwC 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 . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.
Financial Planning & Analysis (FP&A) Manager Prime Group HoldingsFinancial Planning & Analysis (FP&A) ManagerSaratoga Springs, New YorkFull timeWith $6.7 billion in assets under management, Prime Group is among the largest private owners and operators of self-storage properties globally, with a portfolio of 320+ self-storage assets across 28 U.S. states, three Canadian provinces, and the U.S. Virgin Islands, totaling 24+ million rentable square feet. Overview: Prime Group Holdings , LLC, a vertically-integrated private equity real estate firm specializing in self storage and other alternative real estate asset classes, has an exciting opportunity for a talented Financial Planning & Analysis (FP&A) Manager in its headquarters in Saratoga Springs, NY.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerAlbany, NY$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Financial Project Assistant Arcadis NVFinancial Project AssistantClifton Park, NY$27–$32 / hourRole accountabilities: As a Project Assistant, the successful candidate will: Work closely with project managers to ensure client invoices are prepared monthly and sent each month for all of the projects you are responsible for within the NYS Area and participate on monthly project reviews with Finance Managers and Project Managers. In this position you will work on project-specific work, such as: tracking progress of various projects, preparing reports regarding contracts for management use, monitoring project budgets and preparing and distributing routine correspondence related to the projects, for project teams simultaneously.
Audit Manager II (US) - Financial Crimes - Issue Validation TD BankAudit Manager II (US) - Financial Crimes - Issue ValidationGreenville, New YorkThe main function of the Audit Manager II – U.S. Financial Crimes Regulatory Issue Validation Audit is to oversee testing of design and operational effectiveness focused on Regulatory Issue validation as well as Internal issue validation tied to regulatory issues and managing the suite of work required to meet regulatory deadlines and internal timelines through tracking and monitoring all items within the teams scope of work. The Audit Manager II is a senior-level leader within the U.S. Financial Crimes Regulatory Issue Validation Audit function, providing specialized in-depth subject matter expertise and responsible for Validating Regulatory Issues working through the audit methodology and working directly with impacted businesses and contributing to the planning and oversight to the validation function.
Audit Manager II (US) - Financial Crimes - Issues Validation TD BankAudit Manager II (US) - Financial Crimes - Issues ValidationGreenville, New YorkThe main function of the Audit Manager II – U.S. Financial Crimes Regulatory Issue Validation Audit is to oversee testing of design and operational effectiveness focused on Regulatory Issue validation as well as Internal issue validation tied to regulatory issues and managing the suite of work required to meet regulatory deadlines and internal timelines through tracking and monitoring all items within the teams scope of work. The Audit Manager II is a senior-level leader within the U.S. Financial Crimes Regulatory Issue Validation Audit function, providing specialized in-depth subject matter expertise and responsible for Validating Regulatory Issues working through the audit methodology and working directly with impacted businesses and contributing to the planning and oversight to the validation function.
Clinical & Financial Performance Manager Accenture PlcClinical & Financial Performance ManagerAlbany, NYLead with the Best: Join an industry-recognized healthcare consulting leader with a global team of over 20,000 professionals, collaborating to drive large-scale healthcare transformation across the globe. Continuous Learning & Growth: Take advantage of unmatched professional development opportunities, including interactive courses, real-world client simulations, and ongoing mentoring, to expand your healthcare consulting expertise.
Personal Financial Counselor - National Guard, Latham, NY Magellan Health ServicesPersonal Financial Counselor - National Guard, Latham, NYLatham, NYServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor - Air National Guard, Scotia, NY Magellan Health ServicesPersonal Financial Counselor - Air National Guard, Scotia, NYSchenectady, NYServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerAlbany, NYThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Grant Financial Administrator - St Peters Health Partners Trinity Health CorporationGrant Financial Administrator - St Peters Health PartnersAlbany, NY$33.10–$49.65 / hourReporting to the Director of Grants and supported by the Regional VP, Financial Operations - Acute, this position ensures that all funds are allocated, spent, and reported in strict compliance with funder guidelines, organizational policies, applicable federal and state grant guidelines, and legal regulations. Monitor reimbursement timelines and outstanding receivables from funding agencies; collaborate with finance departments to resolve discrepancies or delays in payments.
CLIENT ACCOUNTING SERVICES CFO OASISCLIENT ACCOUNTING SERVICES CFOCLIFTON PARK, NYOASIS Directors provide outsourced CFO-level leadership across a range of industries, helping clients manage their strategic finance functions, cash flow, capital planning, and team development. OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs.
Client Accounting Services CFO OasisClient Accounting Services CFOClifton Park, New YorkOASIS Directors provide outsourced CFO-level leadership across a range of industries, helping clients manage their strategic finance functions, cash flow, capital planning, and team development. OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs.
Financial Sales Consultant($100k+, Training provided) NexeraFinancial Sales Consultant($100k+, Training provided)Albany, NYRemote$4,001–$6,300If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this role Real estate sales Mortgage / lending Auto sales Telecom / wireless sales B2B / SaaS sales Timeshare / vacation sales Solar / home services Any commission-based role What you will be doing. Experienced reps typically hit $80,000 to $120,000 in year one — faster ramp than new agents due to existing sales skills.
NewSenior Financial Analyst Plug Power IncSenior Financial AnalystAlbany, NY$72,000–$112,500 / yearThis position is tasked to assist the Operations Finance team with performing month and quarter end close processes/ journal entries/ reconciliations as well as building out and providing ongoing financial metrics and data points so that business strategies can be refined and improved. We offer a fantastic total rewards package at Plug, and a brief summary is below: Base salary is determined on a number of factors including but not limited to education, experience, skills, and geography.
Personal Financial Counselor - National Guard, Latham, NY Magellan Health IncPersonal Financial Counselor - National Guard, Latham, NYLatham, NYServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor - Air National Guard, Scotia, NY Magellan Health IncPersonal Financial Counselor - Air National Guard, Scotia, NYSchenectady, NYServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Staff Accountant (Tax & Financial Reporting) Smith, Watson & CompanyStaff Accountant (Tax & Financial Reporting)Pittsfield, MassachusettsRemote$55,000–$75,000This is an ideal position for a professional looking to sharpen their technical skills, manage a diverse set of client responsibilities, and grow their career in public accounting. Send your resume and a brief note about why you’re interested in firm life at Smith Watson to officemanager@smithwatson.com .
Senior Actuarial & Quantitative Financial Consultant (Amsterdam, Rotterdam, Utrecht) PwCSenior Actuarial & Quantitative Financial Consultant (Amsterdam, Rotterdam, Utrecht)Amsterdam, NYAccording to your interests and ambition, you could be involved in the following tasks, among others: Developing models for valuation and capital calculations of actuarial and financial risks, credit risk, market risk; Validating, reviewing, or auditing these models; Advising on balance sheet management and ALM; Analyzing big data from insurers, banks, and pension funds/administrators, and based on this designing practical solutions to clients' issues, for example using machine learning algorithms or other state-of-the-art technology; Analyzing HR data in collaboration with our People Analytics team for a wide range of clients; Supporting merger and acquisition processes; Quantitative consulting for pricing, cyber risk, and other application areas using R, Python, or another programming language; Advising clients on new technologies and developments. As part of our team we offer: A competitive salary,attractive pension plan and the opportunity to grow; Customised training for professional growth and leadership development; Motivating work environment where collaboration with ambitious colleagues and recognition for your contributions are highly valued; Comprehensive benefits including "well-being budget" for physical and mental health; You work both on-site at the client and in the office, with flexibility for hybrid working where possible; You receive an ergonomic home office setup and a net allowance to cover internet and other expenses; Attractive mobility options, including electric lease car, car waiver allowance and the possibility of using different shared transport providers; 30 vacation days per year; Fun extras such as various informal company activities.
Financial Services Tax - Real Estate Director PwCFinancial Services Tax - Real Estate DirectorAlbany, NY$150,000–$438,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. 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 .
CFO (Bilingual Korean) Cesna RecruitmentCFO (Bilingual Korean)Troy, New YorkThis executive position requires a seasoned finance professional who will be responsible for financial planning, risk management, record-keeping, and financial reporting. 3. Minimum of 10 years of experience in financial management or related field, with significant experience in a leadership role.
Financial Reporting Analyst Plug Power IncFinancial Reporting AnalystAlbany, NY$58,300–$87,400 / yearThis role serves a critical function to the finance team as a subject matter expert and provides specialized knowledge of the reporting and compliance obligations affecting publicly traded companies. Computer and software systems skills as applicable to position including but not limited to: Word, PowerPoint, Excel, Auditboard, Blackline and Toppan Merrill Bridge.
Financial Services Tax - Real Estate Senior Associate PwCFinancial Services Tax - Real Estate Senior AssociateAlbany, NY$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. 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 .
Virtual Currency Manager (Director Financial Services Programs 1, SG-31) New York State Thruway AuthorityVirtual Currency Manager (Director Financial Services Programs 1, SG-31)Albany, NY$131,256–$159,784 / yearAcceptable Degrees: accounting, actuarial sciences, auditing, banking, business, business administration, business and technology, commerce, computer information systems, computer science, consumer sciences, criminal justice, cyber security, econometrics, economics, finance, financial administration, health, health administration, information systems, information systems engineering, information technology, internal controls, international or public affairs, law, market analysis, mathematics, public administration, public policy, risk management, statistics, taxation, or technology. Remains up-to-date on best practices in the examination and monitoring of financial institutions, including those that deal with Virtual Currency, including skills involving blockchain monitoring and blockchain analytics; transaction sampling for purposes including the validation of transaction monitoring and sanctions screening systems; the verification of claimed Virtual Currency holdings; validation of stablecoin backing assets; auditing of the self-certification of coin listings by regulated companies; and observation of the application of anti-fraud and market-manipulation policies and procedures.
Contract & Financial Compliance Analyst UMC Health SystemContract & Financial Compliance AnalystNYAbility to use spreadsheets, decision support and statistical software packages to accurately analyze financial data, spot trends, develop forecasts, and pro formas. This role ensures contractual compliance, accurate billing, and financial integrity by reviewing contract terms, validating invoices, and performing ongoing financial analysis.
Inventory Financial Specialist Regional Food Bank of Northeastern NYInventory Financial SpecialistAlbany, NYFull timePosition Summary: The Inventory Financial Specialist is responsible for managing and analyzing inventory financial data to ensure accuracy and efficiency in inventory management. Internal Controls: Adheres to internal reporting procedures to safeguard organizational assets and ensures accurate financial reporting.
Assistant Director of Financial Administration 2 New York State Department of Agriculture and MarketsAssistant Director of Financial Administration 2Albany, New YorkNon-Competitive Promotion Minimum Qualifications : One year of permanent, competitive service as an Associate Accountant, Associate Budgeting Analyst or Contract Management Specialist 2. Provisional Appointment : If there is no appropriate eligible list of at least three people willing to accept permanent appointment for this geographic location, the Department may nominate a qualified person for a provisional appointment under the provisions of Section 65 of the Civil Service Law Provisional Minimum Qualifications : One year of permanent, competitive service as an Associate Accountant, SG-23, Associate Budgeting Analyst, SG-23 or Contract Management Specialist 2, SG-23; AND Candidates must take the next scheduled Civil Service examination for this title, and your score must be reachable on the resulting eligible list before you can be permanently appointed. The Assistant Director of Financial Administration 2, reporting to the Director of Financial Administration 3, will oversee and manage the agency's budgeting programs, revenue unit, and contract management division, ensuring these areas align with agency goals and maintain fiscal responsibility.
Lead Financial Analyst - Business Banking Keybank National AssociationLead Financial Analyst - Business BankingAlbany, NYRemote$63,000–$96,000 / yearOwns and supports the monthly forecast process with Business Banking leadership, including running the financial books, maintaining oversight of performance versus Plan and historical trends, and proactively identifying risks and opportunities. Develops and enhances driver-based forecasting models to improve the accuracy and predictability of financial results, with a focus on understanding Business Banking performance drivers and reducing reliance on qualitative overlays.
Senior Financial Analyst - Department of Medicine Albany Medical CenterSenior Financial Analyst - Department of MedicineAlbany, NY$60,367.47–$90,551.20 / yearThis role may require access to information considered sensitive to Albany Med Health System, its patients, affiliates, and partners, including but not limited to HIPAA Protected Health Information and other information regulated by Federal and New York State statutes. Partner with department leadership such as Chair, Administrator, Practice Managers, Practice Coordinators, Nursing Supervisors, and Division Chiefs to support critical decision-making.
Supervisory Field Support Lead (Director Financial Services Programs 3, NS) New York State Thruway AuthoritySupervisory Field Support Lead (Director Financial Services Programs 3, NS)NY$127,507–$160,911 / yearKara Waters Box SFSL-DFSP3-09167 New York State Department of Financial Services Office of Human Resources Management One Commerce Plaza, Suite 301 Albany, NY 12257 Email: NCE.Notifications@dfs.ny.gov Fax: (518) 402-5071. FAQs Workers with Disabilities (55b/c) Civil Service Exams State Agencies: Department of Civil Service Office of the State Comptroller OER Link: Employee Unions and Bargaining Units Exam announcements General Information about NYS Government.
Sr. Financial Analyst Momentive Performance Materials IncSr. Financial AnalystNiskayuna, NY$74,700–$109,560 / yearQualifications: The following are required for the role: Bachelor's Degree in Accounting, Business Administration, Finance, or related subject 5+ years of progressive financial accounting experience Strong General Accounting knowledge and analytical skills Advanced Microsoft Excel modeling capabilities ERP expertise Detail-oriented, with strong verbal and written communication skills Ability to access current processes and streamline operations and develop alternatives for process improvement Willingness to accept ownership / responsibility Self-starter with ability to complete projects on-time, start-to-finish Excellent analytical, problem-solving, organizational and project management skills Demonstrated ability to handle multiple tasks and consistently meet deadlines in a dynamic work environment Outstanding interpersonal skills with ability to interact effectively with all levels of management. Other: Drive process improvement and capacity creation M&A Support as Necessary Special Projects Support Tax, Treasury and Operations Finance as necessary External Audit Support Internal Audit Support Strengthen Internal Controls with adherence to SOX compliance and initiatives: Maintain and strengthen internal controls over accounting, reporting and reconciliations Comply with SOX initiatives, implementing additional controls for documenting accuracy of processes Develop and streamline processes, document procedures, and modify existing processes for new regulations Update or develop process documentation in compliance with internal controls and SOX compliance Enhance processes, gaining efficiencies through use of technology Assist with implementation/testing of Digitization team projects, such as MERP.
Product Financial Controller, Balance Platform AdyenProduct Financial Controller, Balance PlatformAmsterdam, NYAdyen has internally developed its systems and products to cater for global scale, and, as such, the team's mission is to stay ahead of product development and build processes that ensure that the correct and accurate accounting is captured for Adyen's internal and external reporting needs. Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice.
Senior Financial Analyst Professional Project Services IncSenior Financial AnalystNYThe parent company, Pro2Serve, is a nationally recognized environmental, technical, and engineering services firm dedicated to providing critical environmental management services to reduce the Nation's environmental liabilities and infrastructure engineering services in support of our Nation's security. ETAS was formed and dedicated to support the Department of Energy (DOE) Portsmouth/Paducah Project Office (PPPO) with technical and management services contributing to the safe and cost-effective implementation of the "One PPPO" mission.
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 Analyst Veterans Sourcing GroupFinancial AnalystAlbany, NYThis position is ideal for a finance professional who enjoys working with complex financial data, developing strategic insights, and partnering with cross-functional teams to drive informed business decisions. In this role, you'll support financial planning, forecasting, budgeting, and operational finance initiatives within a dynamic manufacturing and/or research and development environment.
Internal Control Officer- Financial Risk AdyenInternal Control Officer- Financial RiskAmsterdam, NYAdyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice. We work as a team across cultures and time zones, and you will support the company in building a great business, preserving the company culture and achieving its long-term goals by taking our risk management to the next level.
Financial Advisor Charter Oak FinancialFinancial AdvisorLatham, NY$55,000–$130,000 / yearWe deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.
Client Financial Services Coordinator Ellie Mental Health - 205Client Financial Services CoordinatorClifton Park, NYRemoteJoin Ellie Mental Health as a Client Financial Services Coordinator in Clifton Park, NY, where you'll play a vital role in supporting our clients' financial needs. Our commitment to a supportive work culture and comprehensive client care has made us a beloved choice among clients and employees alike.
Grant Financial Administrator - St Peters Health Partners Trinity HealthGrant Financial Administrator - St Peters Health PartnersAlbany, NY$33.10–$49.65 / hourReporting to the Director of Grants and supported by the Regional VP, Financial Operations - Acute, this position ensures that all funds are allocated, spent, and reported in strict compliance with funder guidelines, organizational policies, applicable federal and state grant guidelines, and legal regulations. Monitor reimbursement timelines and outstanding receivables from funding agencies; collaborate with finance departments to resolve discrepancies or delays in payments.
Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: NY Capital/Central NY MarketAlbany, New YorkEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeAlbany, New YorkKey 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. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Asset & Wealth Management, Client Solutions Group - Finance, Vice President The Goldman Sachs Group IncAsset & Wealth Management, Client Solutions Group - Finance, Vice PresidentNYThe team works closely with senior management and is responsible for supporting the Client Solutions Group in financial modeling for key strategic initiatives, managing core financial functions, business and financial reporting, and data governance that spans both public and private businesses. As part of one of the world's leading asset managers with over $3 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients.