Relationship Advisor Hudson Valley Federal Credit UnionRelationship AdvisorRotterdam, NYPrimary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required.
Sales Advisor - Sony ActionLink Services LLCSales Advisor - SonySaratoga Springs, NY$18–$20 / hourActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in Saratoga Springs, NY! What you will do: Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony''''s innovative technology.
Resource Advisor New York State Thruway AuthorityResource AdvisorScotia, NYDuties Description Under the supervision of the Base Civil Engineer (BCE), Director of Facilities Management and Engineering Directorate (MNFE), Chief Financial Management Officer (CFMO) and/or other appropriate supervision, the Resource Advisor Titles provide financial advice, accounting, bookkeeping and resource management. Required to have or successfully complete within 90 days of receiving computer access, all training associated with assigned data systems such as SFS, GFEBS and the Statewide Learning Management System (SLMS) and/or other computer training as related to duty assignments.*.
Senior Ediscovery Technical Advisor (Top Secret Clearance Required) CONTACT GOVERNMENT SERVICESSenior Ediscovery Technical Advisor (Top Secret Clearance Required)Albany, NY$176,400–$254,800 / yearSkills and attributes for success: contractor shall provide expertise in identifying, preserving, collecting, processing, and producing ESI in support of civil and criminal litigation, select FOIA requests, Congressional requests and other inquiries; Contractor shall provide expertise specifically in criminal discovery support to include identifying, preserving, collecting, processing, and producing ESI; Contractor shall serve as the expert technical user of the available electronic discovery applications, which include Enterprise Vault, Discovery Accelerator, Legal Hold Management Tool (LHMT) and the Veritas eDiscovery Platform; Contractor shall work with the litigation team to develop a discovery plan which documents the electronic discovery search parameters (e.g., date range, key words and custodians) for a particular case; Contractor shall use electronic discovery software applications to collect data from various FBI storage locations on FBI IT systems (e.g., MS-Exchange servers, shared drives, desktops, text and instant messages) in accordance with the discovery plan, to support OGC attorneys, paralegal specialists, Information Management Division personnel and case agents who are responsible for responding to pre-trial discovery motions, requests, subpoenas related to civil and criminal matters, congressional inquiries, FOIA requests and other inquiries; Contractor shall analyze search/collection results for data gaps; Contractor shall administer data inputs into an electronic discovery review platform (i.e. eDP), which includes, but is not limited to: creating cases; adding collected source data; handling user access rights; uploading data logs; de-duplicating collected source data; identifying data gaps; merging/verifying data; and assuring electronic discovery production quality in Bates numbering and load file creation; Contractor shall coordinate electronic discovery collection results with FBI units responsible for processing discovery for review/redaction/release; Contractor shall adhere to polices and technical procedures for use of available electronic discovery software applications and provide agency attorneys, paralegals, and other users of the FBI's electronic discovery review platform with training and other technical assistance; Contractor shall provide information and advise on instructions regarding the FBI's process for identifying, preserving, collecting, analyzing, and organizing ESI, including the use of electronic discovery software programs; Contractor shall provide ad hoc support to end users of the electronic discovery review platform repository; Contractor shall document electronic discovery plans and procedures for each individual case; Contractor shall facilitate requests for legal hold implementation, amendment, and/or lift that are submitted by various requesters in LHMT; Contractor shall provide eDiscovery collections on criminal cases. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come.
Ediscovery Technical Advisor (Top Secret Clearance Required) CONTACT GOVERNMENT SERVICESEdiscovery Technical Advisor (Top Secret Clearance Required)Albany, NY$137,200–$186,200 / yearSkills and attributes for success: contractor shall provide expertise in identifying, preserving, collecting, processing, and producing ESI in support of civil and criminal litigation, select FOIA requests, Congressional requests and other inquiries; Contractor shall provide expertise specifically in criminal discovery support to include identifying, preserving, collecting, processing, and producing ESI; Contractor shall serve as the expert technical user of the available electronic discovery applications, which include Enterprise Vault, Discovery Accelerator, Legal Hold Management Tool (LHMT) and the Veritas eDiscovery Platform; Contractor shall work with the litigation team to develop a discovery plan which documents the electronic discovery search parameters (e.g., date range, key words and custodians) for a particular case; Contractor shall use electronic discovery software applications to collect data from various FBI storage locations on FBI IT systems (e.g., MS-Exchange servers, shared drives, desktops, text and instant messages) in accordance with the discovery plan, to support OGC attorneys, paralegal specialists, Information Management Division personnel and case agents who are responsible for responding to pre-trial discovery motions, requests, subpoenas related to civil and criminal matters, congressional inquiries, FOIA requests and other inquiries; Contractor shall analyze search/collection results for data gaps; Contractor shall administer data inputs into an electronic discovery review platform (i.e. eDP), which includes, but is not limited to: creating cases; adding collected source data; handling user access rights; uploading data logs; de-duplicating collected source data; identifying data gaps; merging/verifying data; and assuring electronic discovery production quality in Bates numbering and load file creation; Contractor shall coordinate electronic discovery collection results with FBI units responsible for processing discovery for review/redaction/release; Contractor shall adhere to polices and technical procedures for use of available electronic discovery software applications and provide agency attorneys, paralegals, and other users of the FBI's electronic discovery review platform with training and other technical assistance; Contractor shall provide information and advise on instructions regarding the FBI's process for identifying, preserving, collecting, analyzing, and organizing ESI, including the use of electronic discovery software programs; Contractor shall provide ad hoc support to end users of the electronic discovery review platform repository; Contractor shall document electronic discovery plans and procedures for each individual case; Contractor shall facilitate requests for legal hold implementation, amendment, and/or lift that are submitted by various requesters in LHMT; Contractor shall provide eDiscovery collections on criminal cases. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come.
eDiscovery Technical Advisor Top Secret Clearance Required Contact Government Services LLCeDiscovery Technical Advisor Top Secret Clearance RequiredAlbany, NYContractor shall use electronic discovery software applications to collect data from various FBI storage locations on FBI IT systems, e.g., MS-Exchange servers, shared drives, desktops, text, and instant messages in accordance with the discovery plan to support OGC attorneys, paralegal specialists, Information Management Division personnel, and case agents who are responsible for responding to pre-trial discovery motions, requests, subpoenas related to civil and criminal matters, Congressional inquiries, FOIA requests, and other inquiries. Contractor shall administer data inputs into an electronic discovery review platform, i.e., eDP, which includes but is not limited to creating cases, adding collected source data, handling user access rights, uploading data logs, de-duplicating collected source data, identifying data gaps, merging, verifying data, and assuring electronic discovery production quality in Bates numbering and load file creation.
Vice President, Portfolio Management (Native American Financial Services Portfolio And Gaming) Keybank National AssociationVice President, Portfolio Management (Native American Financial Services Portfolio And Gaming)Albany, NYRemote$96,000–$181,000 / yearAdditionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Gather and analyze all relevant financial data for, often high value, clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, and assessing creditworthiness, etc.
Vice President Or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions And Insurance) Keybank National AssociationVice President Or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions And Insurance)Albany, NY$96,000–$181,000 / yearAdditionally the VP, Portfolio Management will be responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products.
Sales Advisor - Sony ActionlinkSales Advisor - SonySaratoga Springs, NY$18–$20 / hourActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in Saratoga Springs, NY! What you will do: Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony's innovative technology.
Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerAlbany, NY$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Fractional CFO - Nonprofit Focus CEFO AdvisorsFractional CFO - Nonprofit FocusAlbany, NYJob Responsibilities Review financial information and prepare client dashboards Provide regular strategic advice to executive directors and their leadership teams Review existing systems and recommend best practices to gain efficiency Manage internal and external accounting staff Prepare and/or review budgets, forecasts, and projection models Develop and maintain long-range financial plans and cash flow strategies Participate in client leadership, board, and finance committee meetings Develop banking relationships and support financing and lending needs Identify and correct existing client pain points Work hand in hand with clients to develop future strategic plans and milestones to successPrepare and analyze client assessment reports and manage implementation projects Nonprofit-Specific Responsibilities Provide CFO-level oversight of fund accounting, including restricted vs. You will manage client engagements and work directly with executive directors, finance committees, and boards to strengthen financial strategy, ensure compliance, and help organizations advance their missions with confidence.
Relationship Advisor Hudson Valley Credit UnionRelationship AdvisorRotterdam, New York$20.96–$25.39 / hourPrimary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Qualifications: High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required .
Account Executive – Financial Services SageAccount Executive – Financial ServicesAlbany, NYWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerAlbany, NYThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Senior Deputy Superintendent for CPFED, (Director Financial Services Programs 3, NS) New York State Thruway AuthoritySenior Deputy Superintendent for CPFED, (Director Financial Services Programs 3, NS)Albany, NY$172,787–$213,995 / yearDuties include, but are not limited to, the following: Serves as advisor to the Executive Deputy Superintendent for CPFED on strategic and operational matters; Assists in coordinating agency activities with internal and external parties; Assists in coordinating CPFED's operation and policy, including by advising the Executive Deputy Superintendent on various operation and policy issues; Assists in setting the strategic direction for CPFED and ensuring the incorporation of the Executive Deputy Superintendent's philosophy and vision; Recommends changes to respond to issues facing the agency or to enhance operational efficiency; Assists in the coordination of information flow between the Executive Deputy Superintendent and staff; Follows up with staff on issue resolution and implementation of decisions; Gathers information on various issues from staff and briefs the Executive Deputy Superintendent on such issues; Effectuates execution of agency initiatives; Liaises with various external groups on important issues and works cooperatively with them on matters of mutual interest; Oversees special projects to enable the Executive Deputy Superintendent to successfully carry out the mission of the agency; Identifies problems and proposes solutions to correct such problems; Drafts a variety of documents for the Executive Deputy Superintendent; Represents the Executive Deputy Superintendent at various events; and. Through engagement, data-driven regulation and policy, and operational excellence, the Department and its employees are responsible for empowering consumers and protecting them from financial harm; ensuring the health of the entities we regulate; driving economic growth in New York through responsible innovation; and preserving the stability of the global financial system.
NewVetco Clinic Advisor Petco Animal Supplies IncVetco Clinic AdvisorHalfmoon, NY$15–$18 / hourWe are 29,000+ strong and together we nurture the pet-human bond in more than 1,500 Petco stores across the U.S., Mexico and Puerto Rico, 250+ Vetco Total Care hospitals, hundreds of preventive care clinics and eight distribution centers. The journey starts with knowledgeable, passionately engaged associates who are proud to recommend Petco as a place to work, who believe in our Vision and who are committed to delivering a superior customer experience.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramAlbany, New York$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Senior Content Management Analyst (CPA/Audit/Financial Reporting) Wolters Kluwer N.V.Senior Content Management Analyst (CPA/Audit/Financial Reporting)Albany, NY$66,700–$116,400 / yearThe candidate must also have an understanding of federal and state tax returns and how to interpret information from tax developments (legislation, regulations, guidance from tax authorities, court rulings, and real-world events) in a manner that leads to an understanding of how that information would impact a taxpayer's reporting requirements. Work with cross-functional teams (software, developers, product management, production, and editorial) on the development and maintenance of CCH Axcess Advisor.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateLatham, New YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
NewVice President, Trust Officer Ballston Spa National BankVice President, Trust OfficerBallston Spa, NYFull timeThis position serves as a trusted advisor to clients and works collaboratively with the bank's Wealth Management team to identify opportunities to provide comprehensive financial, investment, estate, and fiduciary services while always acting in the best interests of the client and beneficiaries. QUALIFICATIONSMinimum 5 years of experience in trust administration, estate planning, wealth management, banking, financial services, with a demonstrated understanding of fiduciary principles and financial concepts required.