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Financial Services Jobs in Englewood, NJ

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Transaction Advisory Manager - Financial Services Practice, Financial Due Diligence (FDD) Bdo Consulting

New York, NY

$100,000–$170,000 / year

Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities. Composes financial due diligence report, highlighting the key quality of earnings, working capital and debt-like issues that may have an impact on the proposed transaction.

11 days ago

Assurance Manager - Financial Services Bdo Consulting

New York, NY

$120,000–$140,000 / year

Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. In this role, the Assurance Manager is charged with marketing, networking, and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections.

16 days ago

Senior Financial Advisor / Private Wealth Advisor Jobot

New York, NY

$250,000–$750,000 / year
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Unlike traditional organizations driven by aggressive expansion or short-term production goals, this firm takes a thoughtful approach to growth, focusing on experienced advisors and successful teams who value independence, collaboration, and the opportunity to build something meaningful over time. As the organization continues expanding its national presence, we are interested in connecting with established Financial Advisors, Private Wealth Advisors, and Wealth Management Teams who may be curious about opportunities for greater autonomy, resources, and long-term career growth.

2 days ago

Assurance Director - Asset Management & Financial Services Bdo Consulting

Stamford, CT

$180,000–$265,000 / year

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.

25 days ago

Associate, Transaction Advisory Services Jobot

New York, NY

$120,000–$150,000 / year
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Established 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.

2 days ago

Business Development Director (Financial Services) Bdo Consulting

Stamford, CT

$150,000–$180,000 / year

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. 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.

25 days ago

Patient Financial Services Axelon

New York, NY

$1–$2 / hour
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Ensure that billing amounts are correct with regard to case payers, managed care providers with contracts, DRGs day and cost outliners, implantable, exempt services, carve-outs, type of contract, services under NYPHRM, services under HCRA, etc. Prepare daily reconciliation of all remittances and checks posted to ensure that all payments and adjustments are done accurately and agree to deposits posted to general ledger.

Today

Vice President, Transaction Advisory Services Jobot

New York, NY

$160,000–$215,000 / year
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2 days ago

Tax Manager – Private Client Services Jobot

Stamford, CT

$150,000–$185,000 / year
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Join a high-impact Private Client Tax team where you'll advise ultra-high-net-worth investors and fund executives, lead sophisticated tax planning engagements, enjoy hybrid flexibility, and accelerate your leadership career. 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.

2 days ago

Financial Planner Jobot

Madison, NJ

$150,000–$180,000 / year
Quick Apply

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. Comfort working independently, navigating evolving priorities, and balancing technical rigor with a thoughtful client experience.

2 days ago

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Melville, NY

$60,000–$100,000 / year
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Identify, 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.

1 day ago

Senior Financial Reporting and Analytics Analyst Vaco LLC

New York, NY

$125,000–$150,000 / year

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. About the role: Our client, a publicly traded technology-forward financial services firm, is are seeking a Senior Financial Reporting & Analytics Analyst to support financial reporting, accounting, and data analysis initiatives across a growing finance organization.

10 days ago

Manager / Director Transaction Services (M&A) Kforce Inc.

New York, NY

$125,000–$200,000

Run multiple and challenging Transaction Advisory Services engagements (financial due diligence), participating in transactions related to the acquisitions by private equity investor groups and strategic corporate buyers. Responsibilities Include: Manager/Director Transaction Services will lead buy - side diligence, sell - side diligence, working capital assistance, merger integration and optimization, divestitures and carve outs, and valuation services.

9 days ago

Financial Advisor New York Life - Uniondale

Uniondale, NY

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Determine 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. Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.

4 days ago

Director, Client Services Applecart

New York, NY

$170,000–$190,000 / year

Our senior leadership team includes two members of the Forbes 30 under 30 list for Marketing and Advertising, the former Head of Product at Moat, Oracle’s online ad measurement platform, a former senior White House advisor, early sales and talent leaders from Google and Twitter, two of the Democratic Party’s most successful pollsters and strategists, a former CRO of a high-growth tech company with hundreds of millions in ARR, and alums of top-tier organizations like Bain, Amazon and Simpson Thacher. Our investors include Bain & Company, global sports, entertainment and marketing giant Endeavor, KKR Co-Founder Henry Kravis, entrepreneur Chris Burch, a founder of Palantir, senior engineering leaders at Twitter and Yelp, former Fortune 50 and advertising agency CEOs, and a number of well-known venture capitalists.

25 days ago

Financial Analyst Vaco LLC

New York, NY

$115,000–$120,000 / year

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.

9 days ago

Director of Accounting Services Kforce Inc.

New York, NY

$153,000–$207,000

10+ years of progressive accounting experience in a consulting and advisory firm, including 5+ years leading teams (experience managing supervisors or managers strongly preferred); multi-client or outsourced accounting experience required. Lead assigned client relationships end to end- scoping, pricing input, and onboarding, negotiate scope changes, resolve escalations with client leadership, and identify expansion opportunities in the existing base.

2 days ago

Senior Financial Reporting Manager Kforce Inc.

New York, NY

$150,000–$200,000

Employee 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.

9 days ago

Tax Manager, Private Client Services Bdo Consulting

New York, NY

$112,000–$150,000 / year

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

16 days ago

Tax Manager, International Tax Services Bdo Consulting

New York, NY

$79,800–$168,000 / year

The Tax Manager, International Tax Services will manage international tax consulting projects for multinational businesses including identifying planning and optimization needs, developing solutions, communicating to the client in a non-technical manner while managing risk and coordinating the overall implementation process between the client, BDO internal services teams, BDO member firms globally and outside advisors. In this role, the International Tax Manager will be charged with advising clients on a broad spectrum of international tax matters including tax planning, research, quantitative analysis, modeling of tax impacts of planning and international tax compliance.

14 days ago

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Financial Services Jobs in Englewood, NJ

Transaction Advisory Manager - Financial Services Practice, Financial Due Diligence (FDD) Bdo Consulting

Assurance Manager - Financial Services Bdo Consulting

Senior Financial Advisor / Private Wealth Advisor Jobot

Assurance Director - Asset Management & Financial Services Bdo Consulting

Associate, Transaction Advisory Services Jobot

Business Development Director (Financial Services) Bdo Consulting

Patient Financial Services Axelon

Vice President, Transaction Advisory Services Jobot

Tax Manager – Private Client Services Jobot

Financial Planner Jobot

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Senior Financial Reporting and Analytics Analyst Vaco LLC

Manager / Director Transaction Services (M&A) Kforce Inc.

Financial Advisor New York Life - Uniondale

Director, Client Services Applecart

Financial Analyst Vaco LLC

Director of Accounting Services Kforce Inc.

Senior Financial Reporting Manager Kforce Inc.

Tax Manager, Private Client Services Bdo Consulting

Tax Manager, International Tax Services Bdo Consulting

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