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Financial Services Jobs in Wantagh, NY

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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.

5 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.

10 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.

19 days ago

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

New York, NY

$120,000–$140,000 / year
Quick Apply

You'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.

8 days ago

Associate, Transaction Advisory Services Jobot

New York, NY

$120,000–$150,000 / year
Quick Apply

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.

13 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.

19 days ago

Patient Financial Services Axelon

New York, NY

$1–$2 / hour
Quick Apply

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.

9 days ago

Vice President, Transaction Advisory Services Jobot

New York, NY

$160,000–$215,000 / year
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10 days ago

Tax Manager – Financial Services (cpa firm) - Hybrid CPA firm

New York, NY

$150,000–$210,000 / year
Full time
Quick Apply

This individual is responsible for managing staff, maintaining close client relationships, prospect and assist with building a sustainable business and will work closely with Partners to best service clients in an entrepreneurial environment that prides itself on excellent client service and tax expertise. The Tax Manager will be responsible for the tax planning and compliance functions for ultra-high net worth individuals and their families with a specific focus on financial service type clients, such as hedge-fund, private equity, and other investment type individuals.

19 days ago

Tax Manager – Private Client Services Jobot

Stamford, CT

$150,000–$185,000 / year
Quick Apply

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.

9 days 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.

4 days ago

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Melville, NY

$60,000–$100,000 / year
Quick Apply

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.

9 days ago

Financial Sales - Account Executive New York Life - Uniondale

Uniondale, NY

Quick Apply

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.

11 days ago

Culinary Services Director Maplewood at Darien LLC

Darien, CT

Develops and maintains a good working relationship with administration and inter-department personnel, as well as other communities to assure that the services offered can be properly maintained to meet the needs of the residents. Assures that the communities maintain a clean and safe manner assuring that food service safety and sanitation are maintained to perform services.

4 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.

3 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.

3 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.

3 days ago

Chief Financial Officer - IPO IPO Kforce Inc.

New York, NY

Remote

$300,000–$373,750

Demonstrated 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).

3 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.

19 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.

10 days ago

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Financial Services Jobs in Wantagh, NY

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

Assurance Manager - Financial Services Bdo Consulting

Assurance Director - Asset Management & Financial Services Bdo Consulting

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

Associate, Transaction Advisory Services Jobot

Business Development Director (Financial Services) Bdo Consulting

Patient Financial Services Axelon

Vice President, Transaction Advisory Services Jobot

Tax Manager – Financial Services (cpa firm) - Hybrid CPA firm

Tax Manager – Private Client Services Jobot

Senior Financial Reporting and Analytics Analyst Vaco LLC

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Financial Sales - Account Executive New York Life - Uniondale

Culinary Services Director Maplewood at Darien LLC

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

Senior Financial Reporting Manager Kforce Inc.

Financial Analyst Vaco LLC

Chief Financial Officer - IPO IPO Kforce Inc.

Director, Client Services Applecart

Tax Manager, Private Client Services Bdo Consulting

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