NewClient Services Associate, Wealth Management Broadview Federal Credit UnionClient Services Associate, Wealth ManagementAlbany, New York$22.62–$27.15 / hourCSAs work closely with Advisors, Leadership, and other specialists to deliver exceptional, anticipatory hospitality while gaining broad exposure to wealth operations, advisor practice management and growth, financial planning support, and regulatory compliance. Essential Job Functions/Responsibilities: Partner with assigned Advisors and increase their capacity to grow client relationships and books of business by creating efficiencies, managing operational tasks, and leveraging technology and resources.
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.
Business Development - Financial Channel GTM Payroll Services IncBusiness Development - Financial ChannelClifton Park, NYFull timeWhat You'll DoDevelop and execute a targeted strategy to grow referral partnerships with CPA firms and family offices to increase referrasl to our household divisionBuild and manage a pipeline of active and prospective partnersConduct outreach via phone, email, and in-person meetings to establish new relationshipsMaintain ongoing partner engagement through regular check-ins and strategic touchpointsDeliver CPE presentations (virtual and in-person) to educate partners on GTM servicesPosition GTM as a value-added solution that enhances client offeringsProvide partners with insights, tools, and resources to better serve their clientsTrack referral activity, conversion rates, and overall channel performanceCollaborate with internal teams to ensure a seamless referral and client experienceRepresent GTM at industry events, conferences, and networking opportunitiesPartner with Marketing on campaigns and content tailored to the accounting audienceMaintain accurate partner activity records in CRM systemsWhat You BringStrong communication and relationship-building skillsAbility to influence, consult, and overcome objectionsHigh attention to detail and strong organizational skillsAbility to manage multiple priorities and partnerships simultaneouslyProficiency with Microsoft Office and CRM platformsQualificationsBachelor's degree required5+ years of experience in business development, partnerships, or marketingExperience in payroll, tax, insurance, HR, or related industries preferredExperience with consultative sales or phone-based outreach is a plusWhat Sets You ApartExecutive presence and ability to build trust with financial professionalsExperience presenting to professional audiences (CPE or similar)Strategic mindset with a focus on long-term partnership growthHigh level of professionalism and business acumenWhy Join GTM?Opportunity to build and own a high-impact partner channelCollaborative, growth-focused environmentVisibility with leadership and key industry stakeholdersCompetitive compensation and benefits packageIf you're a strategic relationship builder who can confidently engage financial professionals and drive meaningful partnerships, we'd love to hear from you. About the RoleGTM is seeking a dynamic and relationship-driven Business Development professional to build and expand strategic partnerships with CPAs, accounting firms, and family offices to drive referrals and increase conversion rates for our household division.
NewSystem EVP Chief Financial Officer Albany Medical Health SystemSystem EVP Chief Financial OfficerAlbany, NYReporting to the Health System President & Chief Executive Officer, the Chief Financial Officer (CFO) serves as a core member of the executive leadership team and a principal advisor to the Board of Directors and its Audit and Finance Committees, including clear communication of financial performance, capital strategy, and enterprise risk. This includes enhancing enterprise-wide planning and analytics capabilities, increasing transparency of performance, and driving alignment across AMHS-accelerating the system's transition from a historically federated structure to a more integrated, enterprise-wide model of governance, performance, and capital deployment.
Security Officer Corporate Financial Allied UniversalSecurity Officer Corporate FinancialCohoes, NYJoin Allied Universal as an Unarmed Patrol Officer at a prestigious financial institution location, where you will conduct routine patrols, remain visible to help reduce security-related incidents, and deliver outstanding customer service. What You'll Do: Provide customer service to employees, visitors, and/or vendors by carrying out security-related procedures, site-specific policies, and when appropriate, emergency response activities within a financial services location.
Client Accounting Services Senior Associate OasisClient Accounting Services Senior AssociateClifton Park, New York$70,000–$90,000 / yearOverview: As a Senior Associate at OASIS, you’ll manage daily accounting operations across client engagements, working closely with Controllers and CFOs to execute consistent, high-quality service delivery. About OASIS: OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs.
CLIENT ACCOUNTING SERVICES SENIOR ASSOCIATE OASISCLIENT ACCOUNTING SERVICES SENIOR ASSOCIATECLIFTON PARK, NYFull timeAs a Senior Associate at OASIS, you’ll manage daily accounting operations across client engagements, working closely with Controllers and CFOs to execute consistent, high-quality service delivery. OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs.
Financial Project Assistant Arcadis NVFinancial Project AssistantClifton Park, NY$27–$32 / hourRole accountabilities: As a Project Assistant, the successful candidate will: Work closely with project managers to ensure client invoices are prepared monthly and sent each month for all of the projects you are responsible for within the NYS Area and participate on monthly project reviews with Finance Managers and Project Managers. In this position you will work on project-specific work, such as: tracking progress of various projects, preparing reports regarding contracts for management use, monitoring project budgets and preparing and distributing routine correspondence related to the projects, for project teams simultaneously.
Deputy Comptroller of Financial Operations Troy City Council New YorkDeputy Comptroller of Financial OperationsTroy, NYListing Information Category Advertising and PR Services Aerospace and Defense Banking Business Services Computer/IT Services Construction Education Engineering Services Financial Services Government and Military Healthcare Services Insurance Internet Services Nonprofit Other Not Classified Printing and Publishing Real Estate Restaurant/Food Services Retail Choose from Full List. Display Display Starts Display For 1 week - Free 1 month - Free 3 months - Free 1 year - Free Feature this listing for free Whats this.
Contract & Financial Compliance Analyst UMC Health SystemContract & Financial Compliance AnalystNYAbility to use spreadsheets, decision support and statistical software packages to accurately analyze financial data, spot trends, develop forecasts, and pro formas. This role ensures contractual compliance, accurate billing, and financial integrity by reviewing contract terms, validating invoices, and performing ongoing financial analysis.
Corporate Controller - Corporate Services GP Fund SolutionsCorporate Controller - Corporate ServicesLatham, NYThe Corporate Controller serves as a trusted advisor to clients, developing a deep understanding of their businesses while ensuring high-quality, accurate, and timely service delivery. As the Corporate Controller at GPFS you will lead client relationships and oversee the delivery of accounting, financial reporting, and operational services for our Corporate Services clients.
Senior Finance Manager, Transactional Services GE Vernova IncSenior Finance Manager, Transactional ServicesSchenectady, NY$107,600–$179,400 / yearThe Senior Finance Manager, Transactional Services ("TX") is a critical commercial & operations finance role within the Wind Services Strategic Finance organization, tasked with partnering with the Commercial team to underwrite and sign economically sound deals, driving execution velocity from order through cash collection, and owning the TX financial close and results from an FP&A standpoint. GE Vernova Inc. or its affiliates (collectively or individually, "GE Vernova") sponsor certain employee benefit plans or programs GE Vernova reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion.
Financial Controller Nesco Resource, LLCFinancial ControllerLatham, NY$100,000–$130,000 / yearOur client is an industry leader in a fun, stable and evolving sector, offers a good quality of life, innovative product line and services, well-rounded benefits program, and opportunities for growth. Candidates profile: Bachelors Degree in Accounting, Finance, or related field; Associates Degree with relevant experience will be considered.
Investor Services Associate GP Fund SolutionsInvestor Services AssociateLatham, NY$45,000–$60,000Upload and manage documents, as well as create campaigns within industry-specific online portals, collaborating with internal teams to ensure proper timing and completion. As an Investor Services Associate GPFS, you'll play a key role in delivering exceptional services and building lasting investor relationships.
Client Accounting Services Associate OasisClient Accounting Services AssociateClifton Park, New York$55,000–$70,000 / yearAbout OASIS: OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs.
CLIENT ACCOUNTING SERVICES ASSOCIATE OASISCLIENT ACCOUNTING SERVICES ASSOCIATECLIFTON PARK, NYFull timeOASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture.
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.
Financial Strategist IMA Financial GroupFinancial StrategistBennington, VT$54,000–$67,500 / yearThis role is a great fit for someone who enjoys translating complex financial data into clear, client-ready insights and wants to play a meaningful role in helping clients make informed decisions around their benefits strategy. This person will also consult on stop-loss programs and funding strategies, support financial negotiations with carriers and vendors, and begin representing the Financial Strategy function in client discussions.
Financial Strategist The IMA Financial Group IncFinancial StrategistBennington, VT$54,000–$67,500 / yearThis role is a great fit for someone who enjoys translating complex financial data into clear, client-ready insights and wants to play a meaningful role in helping clients make informed decisions around their benefits strategy. This person will also consult on stop-loss programs and funding strategies, support financial negotiations with carriers and vendors, and begin representing the Financial Strategy function in client discussions.
Pro Services Paint Specialist Sherwin-Williams CoPro Services Paint SpecialistMenands, NYThe individual selected for this role will be expected to work at Store #728025, located at: 37 Simmons Lane, Menands, NY 12204 This position is eligible for health benefits, such as medical, dental and vision coverage, Flexible Spending Accounts (FSAs), disability coverage, security, retirement and saving benefits, and more. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company's customers, staff, employees, vendors, contractors, and the general public.