NewCFO JobotCFOBrooklyn, NY$275,000–$300,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Reporting to the CEO and ownership group, the CFO is responsible for financial reporting, controls, systems, compliance, and team leadership to support company growth and performance.
VP Financial and Strategic Risk Management United Nations Federal Credit UnionVP Financial and Strategic Risk ManagementNew York, New York$200,000–$225,000 / yearFull timeProvide second-line oversight of key financial risks, including capital, liquidity, interest rate, credit, and funding risks, while overseeing KRIs and risk metrics to ensure alignment with risk appetite, consistent reporting, and timely escalation of threshold breaches. • Ensure risk appetite statements are supported by clearly defined KRIs, limits, measurable thresholds, and escalation protocols, while independently challenging first-line activities to confirm alignment between risk appetite and actual risk-taking.
Charitable Planning Attorney - CT or FL JobotCharitable Planning Attorney - CT or FLStamford, CT$200,000–$300,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.
Chief Financial Officer - IPO IPO Kforce Inc.Chief Financial Officer - IPO IPONew York, NYRemote$300,000–$373,750Demonstrated government and regulatory experience, such as engaging with government agencies, navigating public policy, securing incentives/grants, or managing relations with regulatory bodies (e.g., experience in sectors with heavy government oversight like infrastructure, defense, energy, or regulated industries). Experience leading/contributing to an IPO process, including f S-1 filings, SEC compliance, roadshows, and transition to public company reporting (prior successful IPO as CFO highly preferred; Experience in pre-IPO readiness or public company finance acceptable).
Estate Planning Attorney JobotEstate Planning AttorneyQueens, NY$100,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for assisting clients with the legal aspects of managing their wealth and ensuring their assets are distributed according to their wishes after their death.
CFO - Law Firm Kforce Inc.CFO - Law FirmNew York, NY$270,000–$310,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
NewSenior Associate, SAP SAC Planning KPMGSenior Associate, SAP SAC PlanningNew York, NY$97,755–$204,585 / yearIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate Financial Due Diligence JobotSenior Associate Financial Due DiligenceNew York, NYRemote$120,000–$145,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are an M&A advisory firm focused exclusively on providing transaction services including financial and accounting due diligence, tax due diligence and structuring, and integration services for both private equity and corporate clients.
Workday Financial Consultant Federal Home LoanWorkday Financial ConsultantNew York, NY$80 / hourFull timeWorkday Finance Specialist: This role will work closely with Finance functional leads, HR, IT and external implementation consultants to ensure that financial modules and business processes are accurately configured, tested, and aligned with requirements. Responsibilities include supporting data validation, business process setup, reporting, ongoing support, and long-term optimization of Workday.
Financial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYDetermine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
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.
Analyst, Financial Advisory ICONIQ CapitalAnalyst, Financial AdvisoryNew York, NY$90,000–$105,000 / yearWith over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society. Personal information collected by the Greenhouse portal is subject to the Greenhouses privacy policy, available here [ https://www.greenhouse.com/privacy-policy ] and ICONIQ’s Privacy Policies available here [ https://www.iconiqcapital.com/privacy-policies ].
CFO Business Partnering & Controls AVP BarclaysCFO Business Partnering & Controls AVPNew York, NYTo be successful as a CFO Business Partnering & Controls AVP, you should have: Stakeholder Engagement & Communication, with the ability to collaborate with senior stakeholders, tailor messages to different audiences, and influence outcomes in a dynamic environment. To provide financial expertise and support to specific business units or departments within the organisation, and act as a liaison between the finance function and various business units, helping to bridge the gap between financial data and business decisions.
IT Financial Analyst NeotecraIT Financial AnalystNew York, NYFull timeEach consultant will play a critical role in enhancing cost transparency, improving financial accountability, and strengthening the linkage between IT services, cost drivers, and business value for each of the IT service towers. The organization is seeking experienced Technology Business Management (TBM) Expense Transparency Consultants to support and manage TBM related financial transparency responsibilities across the full IT landscape.
NewManager, Financial Due Diligence KPMGManager, Financial Due DiligenceNew York, NY$131,005–$251,965 / yearAnalyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks, which impact valuation and negotiation of the target company. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
Director, Finance Transformation | Office of CFO Advisory Fti ConsultingDirector, Finance Transformation | Office of CFO AdvisoryNew York, NYLead end-to-end Finance Transformation projects across key areas including: Finance function assessments, finance function capability stand-up and optimization, operating model design, service delivery model program design and implementation (i.e. shared services, centers of excellence, outsourcing, and global business services), cost reduction programs, process optimization and automation, and working capital optimization. In FTI Consulting’s Corporate Finance & Restructuring organization, we focus on our clients’ strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
Junior Financial Analyst - Temp to Hire Page GroupJunior Financial Analyst - Temp to HireNew York, NY$28–$33 / hourp>Corporate Financial Analyst is needed to support enterprise-wide financial reporting, analytics, and planning activities, partnering closely with senior leadership. This role focuses on financial modelling, variance analysis, and business insights to support strategic decision-making across multiple business units.
Transaction Advisory Managing Director - Financial Due Diligence (FDD) bdo consultingTransaction Advisory Managing Director - Financial Due Diligence (FDD)New York, NY$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.
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.
NewFinancial Professional - Nyc New York Life - Kaysilyn LawsonFinancial Professional - NycNew York, NY$100,000–$120,000 / yearSpend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances. Responsibilities: Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking.
NewSenior Tax Manager / Tax Principal – High Net Worth Clients JobotSenior Tax Manager / Tax Principal – High Net Worth ClientsNew York, NY$200,000–$260,000 / yearJoin a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewEntry-Level Financial Service Professional NYL Nassau-Suffolk RegionEntry-Level Financial Service ProfessionalMelville, NY$60,000–$100,000 / yearIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
Head of Financial Reporting Page GroupHead of Financial ReportingNew York, NY$200,000–$250,000 / yearFull timeThe position provides strong exposure to senior management and plays a critical role in ensuring the integrity and transparency of financial information within a complex regulatory environment. This is a highly visible leadership role offering the opportunity to shape and enhance a firm's financial reporting and regulatory framework.
Associate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesNew York, NY$120,000–$150,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewSenior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.
Financial Services Professional NYL - Nassau GOFinancial Services ProfessionalUniondale, NYNew York Life's culture of innovation and its focus on long-term client success ensure you're not just part of a company but a community dedicated to doing good. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make a difference.
Sales Manager Financial Services NYL - Nassau GOSales Manager Financial ServicesUniondale, NYJoin us at New York Life, where we're committed to empowering our Sales Managers to lead with confidence and make a significant impact in the financial services industry. Monitor and report on sales performance, using data-driven insights to make informed decisions and adjustments as needed.
Vice President, Transaction Advisory Services JobotVice President, Transaction Advisory ServicesNew York, NY$160,000–$215,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewClinical Director (LCSW or LMSW) - Behavioral Health Mitchell MartinClinical Director (LCSW or LMSW) - Behavioral HealthStaten Island, NY$100,000–$120,000 / yearA well-established behavioral health organization serving individuals through residential and outpatient programs is seeking a Clinical Director (LCSW or LMSW) to join its leadership team. • The Clinical Director will drive accountability, ensure regulatory excellence, and elevate the quality and consistency of care across the organization.
Staff Accountant Kforce Inc.Staff AccountantNew York, NYRemote$72,000–$80,0002.5 plus years of GAAP accounting experience, including experience with month-end close, balance sheet account reconciliations, variance analysis and financial reporting out of a corporation or non-profit. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
NewSenior Finance Manager Aminov Search PartnersSenior Finance ManagerUniondale, NY$200,000 / yearManage all aspects of general accounting, including ledger functions, financial reports, close processes, payables and receivables, asset management, reconciliations, payroll coordination, and cash flow management. - Administer law firm-specific accounting roles, overseeing client trust/IOLTA accounts, third-party billing systems, expense allocations, and WIP monitoring aligning with billing operations.
NewCustomer Load Management Analyst ECLAROCustomer Load Management AnalystWhite Plains, NY$45–$50 / hourProject Overview: The Customer Load Management (CLM) Analyst may work in various distinct areas, short-term forecasting, long-term forecasting, load research, load evaluations, capacity/UCAP forecasting, capacity reconciliation and various market and customer load related analytics. The CLM Analyst develops comprehensive, dynamic, and static forecasts of demand, energy, capacity and coincident peak loads, as well as production sales delivery and New York Independent System Operator (NYISO)-related bids and bilateral transactions for all of Client's customers as well as all of the enterprise-wide stakeholders.
NewVirtual Family Nurse Practitioner - [Overnights - NY, DC, CA licensed] One MedicalVirtual Family Nurse Practitioner - [Overnights - NY, DC, CA licensed]New York, NY$73.70–$81.90 / hourIn the past 5 years, practiced as an FNP: 4 years in an outpatient primary care setting seeing patients of all ages (0+), OR 4 years in an urgent care or emergency medicine setting seeing patients of all ages (0+). The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients in concert with their primary care providers.
Corporate Vice Pres, Dir, AI/Agentic Experience Strategy and UX Architecture - Consumer Journeys New York Life Insurance CompanyCorporate Vice Pres, Dir, AI/Agentic Experience Strategy and UX Architecture - Consumer JourneysNew York, NY$119,000–$200,000 / yearThe ideal candidate brings deep knowledge of how consumers and clients engage with life insurance, financial planning, retirement, and wealth management products and services across their lifecycle, combined with working fluency across AI and agentic technology domains, and a track record of moving beyond advisory work into hands-on concept development and experimentation. Maintain working fluency across key AI and agentic domains, including generative AI and LLMs, agentic and multi-step task automation, predictive and next-best-action models, conversational AI and virtual assistants, and RAG-based knowledge systems, sufficient to engage credibly with technical partners and evaluate capability claims.
NewManager, SAP S4 Public Cloud P2R/EPPM Lead KPMGManager, SAP S4 Public Cloud P2R/EPPM LeadNew York, NY$145,350–$253,230 / yearQualifications: Minimum of six years of recent external management consulting experience, including at least Two full lifecycle SAP S/4HANA Public Cloud implementation with core responsibility for Enterprise Portfolio and Project Management (EPPM), demonstrating the ability to support stakeholder engagement and contribute to business and delivery outcomes. Responsibilities: Lead Enterprise Portfolio and Project Management (EPPM) workstreams within SAP S/4HANA Public Cloud transformation programs, supporting customer, internal, and investment project scenarios across Project to Result (P2R) and Professional Services environments, and participating in implementation lifecycle activities and solution reviews.
Corporate Vice President - Integrated Solutions Delivery Lead New York Life Insurance CompanyCorporate Vice President - Integrated Solutions Delivery LeadNew York, NY$160,000–$228,500 / yearThis role will oversee critical capabilities such as Illustrations, Tax, Operational Data Management, and Policy Generation, ensuring they are seamlessly and consistently integrated with core administration, record-keeping, and new business and servicing systems supporting NYL Retail Solutions. The Integrated Solutions Delivery Lead is a key leadership role responsible for managing teams of technology professionals who design, develop, test and deploy a suite of integrated capabilities across Insurance, Annuities, and Wealth Management solutions.
Family Medicine Physician - Sign on Bonus available One MedicalFamily Medicine Physician - Sign on Bonus availableDARIEN, CT$273,500–$327,000 / yearOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.
Primary Care Physician One MedicalPrimary Care PhysicianDARIEN, CT$273,500–$290,700 / yearOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.
Nurse Practitioner or Physician Assistant One MedicalNurse Practitioner or Physician AssistantWESTPORT, CT$144,900–$173,300 / yearIn the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting, OR 1 year in an outpatient primary care setting, coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.
Virtual Primary Care Physician - NY, DC or CA Licensed One MedicalVirtual Primary Care Physician - NY, DC or CA LicensedNEW YORK, NYRemote$262,000–$278,500 / yearOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients.
NewFamily Nurse Practitioner or Physician Assistant - Sign on Bonus available One MedicalFamily Nurse Practitioner or Physician Assistant - Sign on Bonus availableNEW CANAAN, CT$146,400–$155,530 / yearIn the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 1 year in an outpatient primary care setting seeing patients of all ages (0+), coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting seeing patients of all ages (0+). Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.
NewPer Diem Family Medicine Physician-All Ages (Casual Employee) One MedicalPer Diem Family Medicine Physician-All Ages (Casual Employee)WESTPORT, CTOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Enrolled in, or have completed, an accredited Internal or Family Medicine residency program Practiced at least 2 of the last 5 years in an outpatient primary care setting.
NewFamily Nurse Practitioner or Physician Assistant One MedicalFamily Nurse Practitioner or Physician AssistantNEW YORK, NY$146,400–$175,000 / yearIn the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 1 year in an outpatient primary care setting seeing patients of all ages (0+), coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting seeing patients of all ages (0+). Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.
Virtual Primary Care Physician One MedicalVirtual Primary Care PhysicianNEW YORK, NYRemote$262,000–$278,500 / yearOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients.
NewVirtual Family Nurse Practitioner - NY Licensed One MedicalVirtual Family Nurse Practitioner - NY LicensedTHE BRONX, New York$59.10–$65.50 / hourIn the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 2 years in an urgent care or emergency medicine setting seeing patients of all ages (0+). The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients in concert with their primary care providers.
Finance Director AtriumFinance DirectorNew York, NY$55–$60 / hourThe ideal candidate is a highly analytical finance professional with extensive nonprofit and grant management experience, strong leadership capabilities, and the ability to provide actionable financial insights to executive leadership. The Finance Director will play a critical leadership role in overseeing grant accounting, nonprofit finance operations, Medicaid Redesign Program (MRP) revenue cycle activities, and strategic financial initiatives.
Corporate Vice President - Corporate Development & Strategy New York Life Insurance CompanyCorporate Vice President - Corporate Development & StrategyNew York, NY$175,000–$235,000 / yearWe are looking for outstanding individuals with excellent intellectual & analytical capabilities, pragmatic problem solving skills, strong communications & influencing capabilities, a robust strategy & change management toolkit and a passion to effect change across the organization at the most senior levels. The Corporate Development and Strategy team works closely with the CEO and the Executive Leadership Team to help define & articulate business strategy and support oversight and execution of key enterprise strategic initiatives and other large / complex programs.
Investment Banking Chief of Staff, VP BarclaysInvestment Banking Chief of Staff, VPNew York, NYSupport to senior leadership to ensure appropriate resourcing across the business/function including planning and forecasting, partnering with HR to drive talent development and succession planning including the identification of high-potential employees, provision of mentorship and guidance, and support to leadership development and diversity initiatives. Strategic support to senior executives, such as the CEO or other top-level leaders including assistance in the development and execution of in year and multi-year business strategy, research, and analysis to support decision-making and act as delegate for the senior executive in specific situations.
Director, Tax Operations bdo consultingDirector, Tax OperationsNew York, NY$195,000–$230,000 / yearPrepares brief write-ups (Quasi-MD&A)/ analysis comparing the Monthly, Quarterly and YTD results to budget and to prior year, noting the significant fluctuations, if any; investigates any matter that appears to be unusual or isn’t easily identifiable by maintaining a monthly summary. Assists the MP (and Market Managing Partners (MMPs)) with formal and informal succession planning of the Geography to ensure smooth transition of roles within the geography and local departments with limited to no disruption to operations or exceptional client service, as well as promoting career advancement.