Deals - Capital Markets Accounting Advisory Services - Senior Associate PricewaterhouseCoopers LLPDeals - Capital Markets Accounting Advisory Services - Senior AssociateNew York, NY$77,000–$202,000 / 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 . As a Deals - Capital Markets Accounting Advisory Services - Senior Associate, you will provide strategic guidance on technical accounting, financial reporting, transaction structures, and capital markets topics.
Global Business Services (GBS) - Strategy - Senior Consultant Deloitte Touche Tohmatsu LtdGlobal Business Services (GBS) - Strategy - Senior ConsultantMorristown, NJ$128,000–$252,500 / yearOur mission is to help clients modernize functions which are part of their GBS organization including Finance, HR, Technology, Procurement, and other back office and core business functions, with the goal to enhance financial and operational performance, manage financial and audit risks, drive organizational change, and become strategic business partners within their organizations. In this pivotal role, you will drive strategic business transformation programs, architect effective governance structures, implement new capabilities on a global scale, and optimize functional processes by leveraging the latest technologies.
Tax Senior, Legal Business Services - Technology Deloitte Touche Tohmatsu LtdTax Senior, Legal Business Services - TechnologyNew York, NY$100,350–$205,000 / yearTTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era.
Tax - Manager, Legal Business Services - Technology Deloitte Touche Tohmatsu LtdTax - Manager, Legal Business Services - TechnologyNew York, NY$134,475–$274,750 / yearTTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era.
Senior Manager - Global Business Services (GBS) - Strategy Deloitte Touche Tohmatsu LtdSenior Manager - Global Business Services (GBS) - StrategyMorristown, NJ$189,200–$372,900 / yearWe leverage Deloitte's capabilities, assets, and insights to help clients modernize enterprise functions-including Finance, HR, Technology, Procurement, and other back-office and core business functions-to improve financial and operational performance, manage risk, enable change, and increase strategic value. In this role, you will lead strategic transformation programs, design governance structures, implement new capabilities at scale, and help clients optimize functional processes through leading and emerging technologies.
Risk Advisory Services Managing Director Baker Tilly Virchow KrauseLLPRisk Advisory Services Managing DirectorNew York City, NY$201,810–$382,600 / yearWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
NewGlobal Business Services (GBS) - Strategy - Consultant Deloitte Touche Tohmatsu LtdGlobal Business Services (GBS) - Strategy - ConsultantNew York, NY$95,600–$188,400 / yearAs a Consultant, Global Business Services (GBS) on the Global Business Services team, you will be responsible for supporting strategic transformation initiatives that improve operating model effectiveness, service delivery, and functional performance. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Experienced Associate - Transaction Advisory Services Baker Tilly Virchow KrauseLLPExperienced Associate - Transaction Advisory ServicesNew York City, NY$63,490–$100,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Associate Director, Global Financial Crimes Compliance Enterprise Threat Mitigation S&P Global IncAssociate Director, Global Financial Crimes Compliance Enterprise Threat MitigationNew York, NY$100,909–$180,106.75 / yearResponsibilities: Serve as a senior point of escalation for transaction screening alerts involving clients, vendors, event attendees, third parties, and other relevant counterparties, applying sanctions, AML, anti-bribery and corruption, and due diligence expertise to resolve complex or high-risk cases. The role is responsible for helping ensure that potential sanctions, AML, anti-bribery and corruption, and due diligence risks involving clients, vendors, event attendees, and other third parties are identified, assessed, and mitigated through timely, well-documented, and risk-based decision-making.
NewHead of Financial Crimes Flexbase Technologies IncHead of Financial CrimesNYRemote$210,000–$260,000 / yearThe role reports directly to Flex''s General Counsel & Chief Compliance Officer and takes on day-to-day ownership of Flex's Global BSA/AML program, functioning as the day-to-day BSA Officer responsible for a global suite of products. Partner with product, risk, operations, engineering, and business teams to develop, implement, and refine policies, controls, and workflows across AML/BSA, Sanctions/OFAC, CIP/KYC, CDD/EDD, transaction monitoring, and fraud.
Executive Director, Internal Audit - Financial Risk and Lending SMBCExecutive Director, Internal Audit - Financial Risk and LendingNew York, NY$206,000–$255,000 / yearDevelop and oversee audit coverage of complex lending portfolios and emerging risk areas, including corporate banking, private credit, non-bank financial institution (NBFI) lending, and credit risk management, while coordinating with regulators, second line functions, and business stakeholders on audit planning, issue assessment, and regulatory examination support. Oversee quarterly and annual continuous monitoring and risk assessment activities across assigned risk stripes, including credit risk, market risk, liquidity risk, and capital management, to identify emerging risks, changes in risk profile, regulatory developments, and control environment trends that may require adjustments to audit coverage or the audit plan.
NewP1 Advisor Non-Exempt Ameriprise Financial IncP1 Advisor Non-ExemptNew York, NYWork with an experienced advisor to build a personal book of business and help shape clients'' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.
Sales and Service Associate Popular IncSales and Service AssociateWest New York, NJ$24–$26.50 / yearConfidently build effective, trust-based relationships with clients by listening and uncovering their needs to gain in-depth knowledge of client's financial life priorities and provide the products/services that are most appropriate for their situation. This position is responsible for the sale of bank products and services to meet all needs of existing and potential customers while rendering quality service in accordance with bank goals to attain growth, profitability, and customer satisfaction.
Client Service Associate/Administrator redShift Recruiting, LLCClient Service Associate/AdministratorNew York, NY$21–$24 / hourA strong fit for someone detail-oriented who wants to work in a fast-paced financial services company that takes care of its employees. redShift Recruiting is the region's premier recruiting agency with over 100 years of combined experience in the recruiting field.
Hourly Senior Office Assistant, Financial Aid Brookdale Community CollegeHourly Senior Office Assistant, Financial AidNJProvide first-line support to students and parents, answering questions related to financial aid applications, eligibility, and award processes. Experience: 2 years of related experience or an equivalent combination of education and experience from which comparable knowledge and abilities can be acquired.
Jefferies Prime Services - Equity Swap Support (Associate/AVP) Jefferies Financial Group IncJefferies Prime Services - Equity Swap Support (Associate/AVP)New York, NY$105,000–$115,000 / yearThe Jefferies Prime Services Equity Swap Support/Client Service Representative is responsible for the client support and relationship management for all Prime Services swap clients of the firm trading equity swaps. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.
Senior Banker II - Leonia Financial Center Bank of AmericaSenior Banker II - Leonia Financial CenterFort Lee, New JerseyResponsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. • In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
Associate Vice President, Engineering Managed Services with Delivery and Sales Experience Deloitte Touche Tohmatsu LtdAssociate Vice President, Engineering Managed Services with Delivery and Sales ExperienceMorristown, NJ$163,400–$322,100 / yearAs an associate vice president you will lead and support various internal applications and infrastructure and the complex programs surrounding these applications including internal consultants, near-shore, off-shore technologists and multiple vendor relationships. You will lead planning and budgeting, define deliverable structures and content, facilitate the buy-in of proposed solutions from top management levels, directing the on-time quality delivery of work, managing technology economics and risk.
Global Wealth Management UBS Group AGGlobal Wealth ManagementNew York, NY$179,088–$250,000 / yearPosition requires experience with the following: Wealth management advisory services to high international net worth clientele; managing and developing client relationships and establishing strategies for acquiring new private clients, business development and risk management; Portfolio construction and asset allocation among all asset classes including mutual funds (equity and fixed income), hedge funds, private equity, real estate, structured notes, bonds (corporate and sovereign); Selecting alternative investments such as cash, fixed income, equities, foreign currencies, commodities, and discretionary asset management on behalf of clients; Formulating hedge fund and option strategies; Evaluating global financial and economic factors and financial accounting reports to measure and track business and financial performance; Developing comprehensive investment strategies and programs for offshore investors. Alternate Education & Experience Requirement: Bachelor's degree or foreign equivalent in Business Administration, Finance, Economics, or a related field of study and 10 years of experience in the job offered or 10 years of experience as a Client Advisor, Wealth Management or a related occupation in lieu of Master's degree and 8 years of experience.
Lead Service Financial Consultant MetLife IncLead Service Financial ConsultantNY$105,000–$145,000 / yearn n n n n n n n nn n n n nnn n n n n n n n n n n n n n n n n n n General Informationn n nn n n n n n n n n Location Cary, North Carolina n n n n n n n n n n n n n n n n n n n n n n n n n n Working Schedulen n n n Full-Timen n n n n Work Arrangementn n n n Hybridn n n n n Travel Requiredn n n n 10%n n n n n Relocation Assistan...
Financial Risk Senior Consultant Deloitte Touche Tohmatsu LtdFinancial Risk Senior ConsultantMorristown, NJ$110,700–$218,300 / yearExpertise in one or more Financial Risk domains: Credit Risk: Underwriting and portfolio credit risk across products (e.g., PD/LGD/EAD modeling support, credit policy/scorecards, risk rating systems, credit review/QA, allowance/CECL support, concentration/limit monitoring, early warning & remediation). Capital Management / Stress Testing: Capital planning and enterprise stress testing execution (e.g., scenario design support, model methodology governance, results aggregation, capital actions analysis, documentation and control testing, linkage to balance sheet and risk appetite, climate stress testing considerations).
Financial Risk Manager Deloitte Touche Tohmatsu LtdFinancial Risk ManagerNew York, NY$134,500–$265,100 / yearUnderstand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies. Capital Management / Stress Testing: Capital planning and enterprise stress testing execution (e.g., scenario design support, model methodology governance, results aggregation, capital actions analysis, documentation and control testing, linkage to balance sheet and risk appetite, climate stress testing considerations).
FY27 - Financial Services - Private Client Services - Tax Manager Ernst & Young Global LtdFY27 - Financial Services - Private Client Services - Tax ManagerNew York, NY$106,500–$195,100 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Senior Associate, Alternative Investments Capital Integration Systems LLCSenior Associate, Alternative InvestmentsNew York City, NY$130,000–$165,000 / yearOwn the product strategy, lifecycle, and cross-functional execution for new and emerging investment structures on the CAIS platform: Lead product strategy and roadmap development for net-new investment structures, including SMAs, ETF solutions, Delaware Statutory Trusts (DSTs), Exchange Funds (XF), long/short tax strategies, and other emerging structures. CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions.
Senior Associate, Alternative Investments CAIS GroupSenior Associate, Alternative InvestmentsNew York City, NY$130,000–$165,000 / yearOwn the product strategy, lifecycle, and cross-functional execution for new and emerging investment structures on the CAIS platform: Lead product strategy and roadmap development for net-new investment structures, including SMAs, ETF solutions, Delaware Statutory Trusts (DSTs), Exchange Funds (XF), long/short tax strategies, and other emerging structures. CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions.
Director, Client Services ApplecartDirector, Client ServicesNew York, NY$170,000–$190,000 / yearOur 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.
Associate - Private Equity - Launch Program SS&C Technologies Holdings IncAssociate - Private Equity - Launch ProgramNew York, NY$72,500–$75,000 / yearThe program's goal is to expose high-potential graduates to multiple aspects of the financial services business segments, preparing them for future leadership roles within their respective functional areas. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Private Wealth, Relationship Management Associate Blue Owl Capital Inc.Private Wealth, Relationship Management AssociateNew York City, NY$115,000–$125,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. The Associate will partner with the Market Team to cultivate relationships with financial advisors within a designated channel and territory, maintaining a high level of service and representing themselves as a subject matter expert for our investment offerings.
Head of AI - Financial Advisory Lazard IncHead of AI - Financial AdvisoryNew York, NY$180,000–$225,000 / yearWe believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, and relevant skills for the role.
IB Vice President Diversified Industrials Services Stifel Financial CorpIB Vice President Diversified Industrials ServicesNew York, NYOur investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. Teamwork: Works well within assigned project teams; accessible to and respectful of all team members, regardless of relative seniority; willing to train and mentor others; strives to be a value added resource to other groups throughout the firm.
NewProject Finance Debt Financial Advisory Associate BBVAProject Finance Debt Financial Advisory AssociateNew York, NY$110,000–$130,000 / yearAbout the job: TEAM BACKGROUND: With strong ambitions in sustainability and in an effort to help clients successfully navigate a dynamic market environment, BBVA CIB's financial advisory unit has set up a specialized group with a focus on offshore wind power and energy transition/cleantech sectors (particularly those involving new or nascent technologies such as battery/energy storage, carbon capture utilization & storage, low-carbon hydrogen, transport electrification and biofuels). However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information (41 C.F.R.
NewAssociate, Financial Resource Management (FRM) - xVA Structuring and Optimization The Toronto-Dominion BankAssociate, Financial Resource Management (FRM) - xVA Structuring and OptimizationNew York, NY$150,000–$200,000 / yearAs part of the xVA Desk, the team partners closely with Sales, Trading, Structuring, Quantitative Analytics, Risk Management, Treasury, and Technology to ensure that derivative pricing appropriately reflects the economic cost of the bank's resources while supporting client activity and business growth. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Manager - Finance Managed Services Deloitte Touche Tohmatsu LtdManager - Finance Managed ServicesNew York, NY$134,500–$265,100 / yearWe support services across Procure to Pay, Order to Cash, Record to Report, and Financial Planning & Analysis (FP&A), helping clients move beyond traditional full-time-equivalent-based business process outsourcing models toward more autonomous, technology-enabled operations. By combining delivery experience, process knowledge, and Deloitte investments in automation, analytics, artificial intelligence, and other leading capabilities, we help clients accelerate time to value, reduce cost to serve, and improve stakeholder experience.
Compliance Officer Broker-Dealer Advisor Equities and Options - VN2750 MAREX Group LimitedCompliance Officer Broker-Dealer Advisor Equities and Options - VN2750New York, NY$150,000–$185,000 / yearPurpose of Role: Marex is a seeking a Broker-Dealer Compliance Advisor (focusing on Equities and Options) who is meant to be a subject matter expert in U.S. Broker-Dealer regulation providing compliance advisory services, with a strong background on Equities and Listed Options trading activities, as well as knowledge of various regulatory reporting requirements. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights, and analytics.
Wealth Management Lending Officer Bank of AmericaWealth Management Lending OfficerWayne, New JerseyKey responsibilities include responding to customer inquiries and referrals, conducting interviews with prospective borrowers, determining customer financing objectives, and advising customers of product/pricing policies and guidelines, while maintaining regulatory and compliance requirements of the Line of Business. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Associate Solution Architect, Professional Services Contentful GmbHAssociate Solution Architect, Professional ServicesNew York, NY$102,000–$138,000 / yearBy blending composability with native AI capabilities, Contentful enables dynamic personalization, automated content delivery, and real-time experimentation, powering next-generation digital experiences across brands, regions, and channels for more than 4,200 organizations worldwide. This includes leading technical and editorial training, facilitating collaborative workshops, leading public office hours with Customers and Solution Partners, and guiding teams through basic architecture definition and design.
Director, Financial Investigations And Dispute RSMDirector, Financial Investigations And DisputeNew York, NY$134,000–$269,000 / yearHave substantial responsibility in overseeing client service delivery of solutions of the stated forensic and litigation service offerings to clients that typically include law firms, insurance companies, banks, corporate counsel and management of companies, audit committees, government agencies, regulators, and corporate boards. As a Director of Financial Investigations & Dispute Advisory Services, you will be asked to serve as a key member, taking substantial responsibility in performing analytical and investigative services to major law firms, corporations, corporate counsel, and management of companies involved in complex litigation, and dispute services.
Compliance Officer, Broker-Dealer Advisor (Equities And Options) - Vn2750 Marex Group, Plc.Compliance Officer, Broker-Dealer Advisor (Equities And Options) - Vn2750New York, NY$150,000–$185,000 / yearPurpose of Role: Marex is a seeking a Broker-Dealer Compliance Advisor (focusing on Equities and Options) who is meant to be a subject matter expert in U.S. Broker-Dealer regulation providing compliance advisory services, with a strong background on Equities and Listed Options trading activities, as well as knowledge of various regulatory reporting requirements. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights, and analytics.
Senior Client Associate Wells Fargo & CoSenior Client AssociateNew York, NY$30.77–$45.67 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute functions for the FA(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.
Managing Director, AI Services InvestorFlow LLCManaging Director, AI ServicesNew York, NY$240,000–$300,000 / yearInvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. 12+ years of progressive consulting experience, including at least 4-6 years in a senior leadership role (Principal, Partner, Managing Director, or equivalent) at a top-tier management consulting firm, boutique advisory, or a technology-led consulting practice.
Transaction Advisory Services Healthcare Industry Consulting Partner RSM US LLPTransaction Advisory Services Healthcare Industry Consulting PartnerNew York, NY$15–$20 / hourQualifications and Experience: • Big Four or similar national consulting firm background • Extensive experience in a professional services environment with a primary focus on healthcare M&A for at least three years • A bachelor's degree, master's degree preferred • Approximately 15 years of related work experience: 8+ years' experience with financial due diligence and 5+ years' experience on advisory side; prior experience at the Partner level is desired • Successful track record of building and growing a Transaction Advisory Service Practice, building/managing a client base, and managing revenue • Experience servicing private equity groups and/or strategic buyers/sellers • Experience with developing and supervising staff both on engagements and in their career • Demonstrated thorough knowledge and/or a proven track record of success with operating in a professional services firm or large consultancy • Demonstrates thorough abilities to identify and address client needs, including developing and sustaining meaningful client relationships and understand the client's business • Keeps up to date with the transaction advisory services and M&A trends impacting the healthcare industry with expertise in payor/provider analysis • Must possess a high degree of integrity and confidentiality • Must be willing and able to travel when necessary (approximately 15-20%). Role Responsibilities: • TAS Partners lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions by private equity investor groups and strategic corporate buyers.
Manager - Financial Due Diligence RSMManager - Financial Due DiligenceNew York, NY$112,100–$225,500 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The Financial Due Diligence Manager is responsible for performing financial due diligence for clients involved in acquisitions and divestitures, preparing detailed financial analyses, and interacting with top-level management to gather pertinent information.
Manager - Financial Due Diligence - Healthcare RSMManager - Financial Due Diligence - HealthcareNew York, NY$112,100–$225,500 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The Financial Due Diligence Manager is responsible for performing financial due diligence for clients involved in acquisitions and divestitures, preparing detailed financial analyses, and interacting with top-level management to gather pertinent information.
Professional Services Manager Clearwater Analytics Holdings IncProfessional Services ManagerNew York, NY$120,000–$168,000 / yearResponsibilities: Client Engagement & Advisory: Build and maintain enduring client relationships; act as a trusted advisor who deeply understands clients' operating models, technology stacks, processes, and compliance requirements across insurance and asset management. Process & Operational Evaluation: Conduct thorough evaluations of investment management workflows including investment accounting, performance measurement, trade execution, cash and collateral management, compliance monitoring, risk management / ALM, and reporting.
Tax Senior Manager, International Tax Services bdo consultingTax Senior Manager, International Tax ServicesNew York, NY$99,750–$262,500 / yearWork with Specialized Tax Services and International Tax Partners, Local Office Managing Partner and local and regional Business Development Managers to develop and execute an effective marketing plan. Additionally, the International Tax Senior Manager is a critical part of the office’s / region’s Tax Services leadership team and in this capacity will act as source for guidance on international tax questions and issues.
Alternative Investments - Internal Associate Capital Integration Systems LLCAlternative Investments - Internal AssociateNew York City, NY$100,000–$140,000 / yearCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive new business by aiding the sales process.
Alternative Investments - Internal Associate CAIS GroupAlternative Investments - Internal AssociateNew York City, NY$100,000–$140,000 / yearCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive new business by aiding the sales process.
Tax Director I Private Client Services CBIZ IncTax Director I Private Client ServicesMorristown, NJWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Wealth Management Tax Services Senior Associate PricewaterhouseCoopers LLPWealth Management Tax Services Senior AssociateNew York, NY$77,000–$214,000 / yearWithin our Tax practice, you will focus on validating clients'' compliance with tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. As a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax positions.
Workforce Specialist, Financial Aid Liaison Research Foundation of The City University of New YorkWorkforce Specialist, Financial Aid LiaisonLong Island, New YorkThese functions include legal assessment and signing of agreements where RFCUNY is named as a fiscal agent; setting up award accounts; preparing sub-awards and assisting PIs in monitoring the work of the recipients of sub-awards; supporting project directors with hiring and managing research project and sponsored program staff; supporting the purchasing and paying for goods and services with grant and program funds; managing financial aspects of projects including accounts receivable, financial reporting, invoicing, budget monitoring, and cost compliance with uniform guidance; ensuring that sponsor financial requirements are met; monitoring compliance with applicable project and financial management rules and laws; supporting the management of independent and external audits and financial reviews; and providing data, information, management expertise, and other supports to CUNY’s research and sponsored programs. RFCUNY’s services allow CUNY researchers, faculty, and staff to focus on their intellectual curiosity and scientific discoveries, on projects and programs that serve our local and global communities, proposing concrete solutions to society’s most pressing challenges.