Transaction Advisory Senior Consultant- Financial Due Diligence WithumTransaction Advisory Senior Consultant- Financial Due DiligenceEast Brunswick, NJ$100,000–$130,000 / yearIdentifying and supporting analyses of target financial data to identify valuation and contractual matters for consideration in evaluating quality of earnings, normalized working capital, and items affecting future cash flows. The Senior Consultant can be based in any of the following US office locations: Boston, MA; Buffalo, NY; East Brunswick, NJ; New York, NY; Philadelphia, PA; Princeton, NJ; Red Bank, NJ; Whippany, NJ; Lincolnshire, IL; Houston, TX; Irvine, CA; or Tysons Corner, VA.
Managing Consultant/Associate Director - Fraud Advisory - Financial Crimes Risk And Compliance (Fcrc) GuidehouseManaging Consultant/Associate Director - Fraud Advisory - Financial Crimes Risk And Compliance (Fcrc)New York, NY$122,000–$204,000 / yearFacilitate working sessions with client stakeholders and third parties to evaluate current-state capabilities, define target-state needs, and prioritize pragmatic improvements to reduce fraud losses and operational friction. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.
Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpWealth Advisor, Schwab Wealth AdvisoryStamford, CTClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor Schwab Wealth AdvisoryJersey City, NJManager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals.
Senior Regional Manager, Schwab Wealth Advisory The Charles Schwab CorpSenior Regional Manager, Schwab Wealth AdvisoryStamford, CTSchwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.
Senior Manager- Transaction Advisory Services TAG EisnerAmper, LLC (Inactive)Senior Manager- Transaction Advisory ServicesIselin, NJRemoteOur clients are enterprises as diverse as sophisticated financial institutions, PE firms, start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Participate in building and maintaining client relationships and other business development opportunities, including but not limited to authoring Thought Leadership articles, attending transaction-focused business conferences, and being an active contributor to priority client relationship teams.
NewEntry-Level Financial Advisor New York Life - Nassau County General OfficeEntry-Level Financial AdvisorUniondale, NYIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.
Treasury Advisory Executive (Director) Bank of America CorpTreasury Advisory Executive (Director)New York, NY$146,500–$234,000 / yearResponsibilities:Manages client engagements and reviews, account management, complex deals, and/or emerging solution opportunities with clients to grow market share through deal supportServes as a bank representative presenting at key industry events, leading consultative discussions at multiple levels of the organization, and providing product line expertiseAssists banking line partners in understanding treasury management, product risk, and ensuring applicable policies are applied through the sales cycleManages the strategy and tactical execution of segment initiatives across all major Lines of Business, driving collaboration between product, sales, and client relationship teamsIdentifies and develops responses to emerging product trends, competitive strategies, and market gapsDevelops and implements programs and policies in partnership with market leadership to drive Global Treasury solutions and local market strategiesActs as the product or industry expert in client call planning and strategic client reviews, identifying opportunities and influencing solutionsRequired Qualifications:7-10 years of experience in corporate treasury, finance, and/or treasury advisory consulting, ideally within a multinational environment. Treasury Advisory ExpertiseProvide guidance across a range of corporate treasury topics, including:International expansion and operating model designShared Service Center operations and treasury centralizationLiquidity management and cash structuring modelsBusiness resilience, governance, and complianceTreasury technology, including ERP and Treasury Management Systems (TMS) integrationTreasury transformation, operational process workflow and organizational designTypical engagement scenarios include:Mergers, acquisitions, and divestitures (integration and optimization)Risk management frameworks and methodologies Order-to-cash and procure-to-pay optimizationCash forecasting and liquidity management strategiesIn-house bank structures and treasury centralization initiatives Market Intelligence & Thought LeadershipConduct ongoing research into global treasury trends, market developments, and emerging operating models to assist clients with interpretation and impact analysis.
Investment Banking Analyst III - Private Capital Advisory (NYC) Raymond James Financial IncInvestment Banking Analyst III - Private Capital Advisory (NYC)New York, NY$80,000–$125,000 / yearAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock.
Associate Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpAssociate Wealth Advisor, Schwab Wealth AdvisoryJersey City, NJCoachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support. Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
Director, Accounting Advisory & Controllership Transformation (Aact) Portage Point PartnersDirector, Accounting Advisory & Controllership Transformation (Aact)New York, NY$505,000–$695,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Lead end-to-end client engagements and provide financial advisory services, including controllership operations, procure-to-pay, order-to-cash (OTC), record-to-report (RTR) processes, audit readiness and preparation, finance function integration or carveout standup, transaction due diligence, IPO readiness and post-transaction accounting.
Staff II Consultant - Grants Management (Government Sector Services Advisory) TAG EisnerAmper, LLC (Inactive)Staff II Consultant - Grants Management (Government Sector Services Advisory)Iselin, NJEisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.). About our Government Sector Services Team: EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, local and county/parish governmental entities, municipalities, public retirement systems, school boards and districts and more.
Compliance Advisory Lead, Money RobinhoodCompliance Advisory Lead, MoneyNew York, NY$115,000–$135,000 / yearAs Lead Compliance Analyst, you will play a critical role in ensuring that Robinhood embeds regulatory compliance for its current products, including the debit card, spending account, and credit cards, as well as future products. The compliance team supporting Robinhood's credit card products and money transmitter (for Robinhood Credit, Inc., and Robinhood Money, LLC) is dedicated to ensuring robust regulatory compliance across all financial offerings.
Investment Banking Analyst II/III (Capital Structure Advisory) Raymond James Financial IncInvestment Banking Analyst II/III (Capital Structure Advisory)New York, NY$75,000–$125,000 / yearWorks with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Skills: Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
Financial Wealth Advisor Advisory Team Farther Finance Advisors LLCFinancial Wealth Advisor Advisory TeamNY$10–$15 / hourFarther gives experienced advisors a modern platform and genuine support structure to scale what theyve already built - serving the clients and categories that suit them best, whether thats professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above. Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
Capital Markets Accounting Advisory Manager RSMCapital Markets Accounting Advisory ManagerNew York, NY$101,000–$203,000 / 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 salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
Director, Equities Compliance Advisory - TD Securities (US) The Toronto-Dominion BankDirector, Equities Compliance Advisory - TD Securities (US)New York, NY$200,000–$225,000 / yearThe successful candidate will provide real‑time, risk‑focused compliance guidance to the business, with an emphasis on proactively identifying issues, uplifting controls and governance, and delivering practical solutions that appropriately balance regulatory obligations, firm risk, and evolving regulatory expectations. 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.
Senior - Business Advisory Solutions (51829) Citrin Cooperman & Company LLPSenior - Business Advisory Solutions (51829)Florham Park, NJWe're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. As a BAS Senior, you will be responsible for: Preparation of tax closings, closing of books, and tax preparation.
AVP, Corporate Transformation Advisory Delivery Manager (REMOTE) Arch Capital Group LtdAVP, Corporate Transformation Advisory Delivery Manager (REMOTE)New York, NYRemote$98,000–$155,700 / yearCoach senior leaders to be effective in their roles as sponsors; and coach leaders at all levels on their role to support and sustain continuous improvement in their area including their own management practices and routines. Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs.
Senior - Business Advisory Solutions (51920) Citrin Cooperman & Company LLPSenior - Business Advisory Solutions (51920)Florham Park, NJWe're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. As a BAS Senior, you will be responsible for: Preparation of tax closings, closing of books, and tax preparation.