Banking and Financial Services Jobs in Larchmont, NY

Join the team leading the next evolution of virtual care.

At Teladoc Health, you are empowered to bring your true self to work while helping millions of people live their healthiest lives.

Here you will be part of a high-performance culture where colleagues embrace challenges, drive transformative solutions, and create opportunities for growth. Together, we're transforming how better health happens.

Summary of Position

The Manager, Broker Sales, drives Teladoc Health sales by establishing, developing, and maintaining relationships with regional healthcare consultants and brokers.

Essential Duties and Responsibilities

• Establish, contract, train, and support broker partners.
• Develop new broker relationships and meet/exceed sales targets.
• Manage proposals, contracts, and broker communications.
• Evaluate broker activity and identify opportunities for joint marketing and prospecting.
• Utilize Salesforce, ClearSlide, PowerPoint, MS Teams and other tools to manage the sales cycle.
• Educate brokers on virtual care solutions through webinars and presentations.
• Support renewals and attend industry events, health fairs, and speaking engagements as needed.
• Travel: 25-50%. Work location: CO, KS, MO, & UT.

The time spent on each responsibility reflects an estimate and is subject to change dependent on business needs.

Supervisory Responsibilities

No

Required Qualifications

• Minimum of 2 years' sales experience, not necessarily in the healthcare industry.
• Knowledge of employer benefits, healthcare and broker market.
• Exceptional communication and presentation skills.
• Proficiency with Microsoft Office and Salesforce.
• Experience with creating and delivering presentations, ideally using different virtual technologies.

Preferred Qualifications

• Prefer four-year degree.
• Live in the territory (CO, KS, MO, & UT).
• Adaptable to fast-paced, evolving environments.
• Understand medical insurance terminology.

The base salary range for this position is$70,000 - $80,000. In addition to a base salary, this position is eligible for a performance bonus and benefits (subject to eligibility requirements) listed here: Teladoc Health Benefits 2026.Total compensation is based on several factors including, but not limited to, type of position, location, education level, work experience, and certifications.This information is applicable for all full-time positions.

About Us

Teladoc Health is the global virtual care leader, offering the only comprehensive virtual care solution spanning telehealth, expert medical, and licensed platform services. Teladoc Health serves the world's leading insurers, employers, and health systems and helps millions of people around the world resolve their healthcare needs with confidence.

We follow a Flexible Vacation Policy, intended for rest, relaxation, and personal time. All time off must be approved by your manager prior to use. You will also receive 80 hours of Paid Sick, Safe, and Caregiver Leave annually. This applies to full-time positions only. If you are applying for a part-time role, your recruiter can provide additional details.

As part of our hiring process, we verify identity and credentials, conduct interviews (live or video), and screen for fraud or misrepresentation. Applicants who falsify information will be disqualified.

Teladoc Health will not sponsor or transfer employment work visas for this position. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Why join Teladoc Health?

• Teladoc Health is transforming how better health happens. Learn how when you join us in pursuit of our impactful mission.

• Chart your career path with meaningful opportunities that empower you to grow, lead, and make a difference.

• Join a multi-faceted community that celebrates each colleague's unique perspective and is focused on continually improving, each and every day.

• Contribute to an innovative culture where fresh ideas are valued as we increase access to care in new ways.

• Enjoy an inclusive benefits program centered around you and your family, with tailored programs that address your unique needs.

• Explore candidate resources with tips and tricks from Teladoc Health recruiters and learn more about our company culture by exploring #TeamTeladocHealth on LinkedIn.

As an Equal Opportunity Employer, we never have and never will discriminate against any job candidate or employee due to age, race, religion, color, ethnicity, national origin, gender, gender identity/expression, sexual orientation, membership in an employee organization, medical condition, family history, genetic information, veteran status, marital status, parental status, or pregnancy). In our innovative and inclusive workplace, we prohibit discrimination and harassment of any kind.

Teladoc Health respects your privacy and is committed to maintaining the confidentiality and security of your personal information. In furtherance of your employment relationship with Teladoc Health, we collect personal information responsibly and in accordance with applicable data privacy laws, including but not limited to, the California Consumer Privacy Act (CCPA). Personal information is defined as: Any information or set of information relating to you, including (a) all information that identifies you or could reasonably be used to identify you, and (b) all information that any applicable law treats as personal information. Teladoc Health's Notice of Privacy Practices for U.S. Employees' Personal information is available at this link.

Insurance Management Associate

New York City, Remote

Salary to $160K plus benefits

Our client is an insurance firm, who are now expanding their offices and now searching for an experienced risk management professional, who could have an interest to work for an insurance risk management firm to assist in driving the growth of the business.

Duties Include:

• Monitor investigations, reviewing insurance policies, analysis of statistical data related to providing all aspects of compliance or risk management for commercial lines, marketing, underwriting, audits, new coverage initiatives, underwriting issues, broker liaison, improving internal policies and procedures as well as presenting to smaller groups of professionals
• Manage national clients related to property and casualty and liaising with brokers
• Manage risk management process from start to finish
• Troubleshoot all settlements, fraud, subrogation, liens and resolutions related risk
• Assist with implementation of new policies and procedures for clients
• Work under little supervision
• Manage target budgets and minimizing risk of financial loss to the company.

Candidate Should Possess:

• At least 8 years+ of property and casualty insurance sector, working for a broker, consulting or law firm
• CPCU or ARM certification is helpful
• Strong written and verbal skills with above average computer skills
• Experienced in contract reviews/revisions and negotiating with brokers
• Comfortable to work in a smaller team-oriented environment
• Strong adherence to new policies and procedures directed by senior management.

This is a great opportunity for an insurance professional, looking for a quality of work/life balance, working with a great group of professionals. The company likes to promote from within and there is extensive ongoing training and career progression. Should you feel you meet the above criteria, please send a detailed cover letter (stating current salary and salary expectations) to:

Paul Feeney

Managing Director

Sanford Rose Associates – Wayne

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Our client, a prominent general practice law firm, is seeking a Professional Liability Partner to join their Long Island team. The ideal candidate will have 10+ years of professional liability defense experience. Legal malpractice defense is preferred but not required. This position will include representation of various industries.

This position can be hybrid remote. Portables are welcome but not required.

Competitive base salary 175k to 250k+, bonus and benefits.

Resumes may be sent to for review.

CRE CFO

Great Neck, NY

TBD

We are seeking a highly experienced CFO with Private Equity Real Estate experience that can deliver exceptional returns for its owners and investors, while safeguarding downside. The ideal candidate will have a minimum of 10 years' experience in commercial real estate finance with deep rooted attention to the needs of owners and investors, leading the finance & accounting team, strong fundraising capital market relationships as well as experience with investor relations are integral, all within the context of a GP/LP Promote and Waterfall Private Equity environment. Background in construction budgeting is a plus.

The successful candidate will have exceptional analytical skills, a keen ability to underwrite and negotiate acquisitions and development projects, as well as a proven ability to build, lead & grow the finance & accounting team under the umbrella of advanced Enterprise level technology such as Yardi Voyager. Exceptionally strong relationships with the capital markets- both equity and debt,- are a plus. The CFO will ensure all financial reports are prepared accurately and on time.

• Oversee all financial operations of the company, including budgeting, forecasting, financial reporting, and cash management.
• Build World Class lasting infrastructure that can help generate secure and high level IRRs for investors.
• Manage construction budgets and spends for development projects and acquisitions.
• Work closely with senior management to underwrite acquisitions and development projects, providing detailed financial analysis and recommendations.
• Build and manage strong banking relationships to ensure adequate financing for development projects and acquisitions.
• Manage and grow the accounting team, providing leadership, guidance, and support to ensure accurate and timely financial reporting.
• Ensure compliance with all financial regulations, laws, and reporting requirements.
• Develop and implement financial policies and procedures to ensure effective financial management.
• Work closely with the CEO and other members of the senior management team to develop and implement the company's strategic plan.
• Identify and implement opportunities for cost savings and operational efficiencies.
• Build and maintain strong relationships with partners and investors, ensuring effective communication and timely reporting.
• Prepare and deliver presentations to investors on real estate transactions and market trends.

• Minimum of 10 years' experience in a similar role within commercial real estate finance
• Private Equity / REIT Fund Management a plus, not a requirement.
• Strong background in construction, with experience managing construction budgets and spending.
• Highly analytical with a strong ability to underwrite acquisitions and development projects.
• Proven track record of building and managing strong banking relationships.
• Proven track record within a GP/LP model reporting/managing and IRRs to investors.
• Experience managing and growing accounting teams.
• Strong knowledge of Yardi Voyager, or similar
• Capital Markets background (preferred)
• Bachelor's or Master’s degree in finance, Accounting, or related field
• Excellent written and verbal communication skills.
• Ability to work well under pressure and meet tight deadlines.
• Strong organizational and time-management skills
• High level of integrity and accountability

Accounting Team Management:

• Manage and grow the accounting team, providing leadership, guidance, and support to ensure accurate and timely financial reporting.
• Ensure that all financial reports are prepared accurately and on time and provide analysis and recommendations to senior management as needed.
• Monitor accounting processes and systems to identify areas for improvement and implement changes as necessary.

Strategic Planning:

• Work closely with the CEO and other members of the senior management team to develop and implement the company's strategic plan.
• Identify and implement opportunities for cost savings and operational efficiencies.
• Provide financial analysis and recommendations to senior management to support business decisions.

We are a real estate Private Equity Fund that specializes in acquiring opportunistic value-add assets and distressed commercial real estate debt across the United States. Our hands-on team delivers impressive returns to our investors through meticulous underwriting, prudent risk management, and a proactive approach to asset management.

Our asset class focus includes, Single and Multi-Tenant Industrial Portfolios, Multifamily Development & Purchase of Commercial Non-Performing Notes.

Please mention that you are a member of EisnerAmper's Friends of the Firm program.

Make sure to include Job #1931 in the subject line and to copy on your email.

THE CHIEF FINANCIAL OFFICER/CONTROLLER OPPORTUNITY AT AMERICAN YACHT CLUB

The American Yacht Club is seeking a dynamic, communicative, and forward-thinking Chief Financial Officer/Controller to serve as a pivotal leader during a period of significant transformation. This is an exceptional opportunity for a finance executive who is energized by modernization, embraces technology, and thrives in a highly visible, relationship-driven, member-facing environment. A key component of this role is direct engagement with Club members, including listening carefully, explaining financial matters clearly, and resolving questions or concerns with professionalism and diplomacy in order to reinforce trust and confidence in the Club’s financial stewardship.

AYC is a member-focused club with a strong culture and deep institutional pride. The incoming CFO/Controller will succeed a highly respected finance leader with 27 years of service, inheriting accurate and reliable financial information along with a mandate to elevate it. The Club is excited to welcome a finance leader who will further strengthen member confidence by delivering insight-driven reporting that tells the story behind the numbers, supports confident decision-making, and enhances transparency and accountability across the organization.

This role is well-suited for a confident yet patient leader who can respectfully unravel legacy processes, transition manual workflows to modern systems, and guide the Club toward more automated, efficient, and transparent financial operations. The successful candidate will be energized by change, highly accessible, and visible throughout the Club, eager to engage with members, department heads, and staff in real time, and adept at balancing strategic priorities with the day-to-day needs of a dynamic, hospitality-driven environment.

ABOUT AMERICAN YACHT CLUB

The American Yacht Club (AYC), founded 140 years ago by Jay Gould and his peers, has grown from a haven for steam yachts into a premier sailing institution on Long Island Sound. Established at Milton Point in Rye, NY, in 1883, the club purchased its iconic property for $6,000. Despite a devastating fire in 1951, the clubhouse was rebuilt within a year, symbolizing the resilience of its members.

AYC has a storied history of sailing excellence, with members achieving success in America’s Cup defenses, Olympic medals, and various championships. The annual Invitational Cruise blends competition with family fun, highlighting the club’s vibrant culture.

With over 100 keelboats, 50 dry-sailed boats, and 150 small boats, AYC hosts near-weekly sailing events. It fosters a lifelong love for sailing, offering opportunities for recreational and competitive enthusiasts alike, and solidifying its reputation as a cornerstone of the sailing community.

CLUB MISSION STATEMENT

• To enhance our heritage of leadership in the sport of sailing, preserve the traditions of sportsmanship and friendly competition, and further the growth of the sport.
• To encourage cruising and competitive sailing among its members through the sponsorship and management of local, regional, national, and international events.
• To provide opportunities for family-oriented social recreation among its members.
• To be responsible stewards of our coastal environment.

Reporting to the General Manager/Chief Operating Officer, the Chief Financial Officer/Controller is the Club’s senior finance executive and a key strategic partner to Management, the Board of Governors, Treasurer, and Finance Committee. Beyond ensuring accuracy and compliance, this leader is charged with transforming how financial information is generated, communicated, and used across the Club.

The CFO/Controller will bring a collaborative, service-oriented leadership approach—partnering closely with department heads to deepen shared understanding of each business line, support thoughtful workforce planning and budgeting, and encourage the effective use of financial information as a practical management resource. Through a consistent, approachable, and proactive style, this leader will help foster clarity, alignment, and informed decisionmaking across the organization.

This is a hands-on, fast-paced role within a small finance department. The CFO/Controller will assess existing talent and structure against the Club’s future needs, make thoughtful decisions in the best interests of the organization, and build scalable processes that support AYC’s active calendar and significant capital-investment activity. With frequent capital projects, evolving systems, and a patchwork of legacy tools, the role offers the opportunity to research, streamline, and implement efficiencies that meaningfully improve operations.

The ideal candidate brings strong technical expertise, high emotional intelligence, a good sense of humor, and unquestioned integrity. Calm under pressure, flexible in approach, and excited by innovation, this leader will be empowered to guide change while honoring the Club’s culture and helping AYC continue to thrive for generations to come.

• Lead all accounting and finance operations, including general ledger, month-end close, trial balance, and preparation of GAAP-compliant financial statements (income statement, balance sheet, cash flow) with full supporting schedules.
• Own and recommend all operating and capital budget creation, tracking, and forecasting in partnership with the GM/COO, department heads, Treasurer, and Finance Committee.
• Monitor results versus plan, analyze variances, investigate anomalies, and recommend timely corrective actions.
• Provide disciplined cash-flow management and forecasting, including short- and long-term projections.
• Prepare weekly and monthly financial and flash reports for all departments, translating data into clear, actionable insights.
• Support long-range financial planning and scenario modeling to inform strategic decision-making.

• Serve as the Club’s senior finance executive and a key strategic partner to volunteer leadership and committees.
• Attend and actively participate in Board of Governors, Finance Committee, and other committee meetings as required.
• Prepare concise, decision-ready materials, including the annual financial report for the Club’s Annual Meeting.
• Confidently communicate financial results, trends, risks, and recommendations to non-financial stakeholders.

• Manage member billing, A/R, collections, and escalation of past-due accounts in accordance with Club policy.
• Oversee A/P, vendor onboarding, credit applications, and payment processing to optimize cash utilization.
• Ensure timely, accurate monthly bank reconciliations, review, and sign off in accordance with governance policy.
• Maintain robust internal controls and an internal audit program; ensure compliance with Club policies and applicable laws and regulations.
• Prepare and file, in conjunction with external auditors, all applicable federal, state, and local tax filings, including payroll-related compliance.
• Coordinate the annual financial audit, working closely with external auditors to ensure efficient fieldwork and minimal management letter findings.
• Manage and enhance Club’s financial systems, championing automation and continuous process improvement.
• Oversee Club’s information technology function through coordination with outsourced IT vendors.
• Evaluate, recommend system upgrades and replacements to improve efficiency, accuracy, and service reliability.

• Manage banking relationships, borrowings, investments, and cash balances to safeguard Club assets.
• Oversee inventory accounting for food, beverage, supplies, equipment, and furnishings.
• Maintain fixed-asset accounting records, including depreciation schedules, capital asset replacement, and maintenance planning.

• Provide hands-on financial oversight of ongoing renovation and capital projects, including modeling projects, maintaining sources-and-uses schedules, tracking capital budgets, real-time cash-flow forecasting, monitoring bank balances, advising leadership on funding timing, and ensuring liquidity is aligned with construction and operating needs.
• Monitor and report on construction, renovation, and capital improvement projects.
• Ensure accurate capitalization, depreciation, and reporting of all capital assets.

• Administer property and casualty insurance programs and manage claims as necessary.
• Maintain insurance documentation and ensure certificate-of-insurance compliance for vendors and partners.
• Partner with internal or outsourced HR resources on compensation changes, benefits administration, retirement plans, and payroll coordination.
• Ensure accurate financial administration of employee benefits, 401(k) and defined benefit plans, and related regulatory requirements.

• Hire, train, schedule, and develop accounting team members, including A/R and Accounts Payable staff.
• Establish clear performance standards, conduct evaluations, and support professional development.
• Foster a culture of integrity, accountability, service excellence, and continuous improvement.
• Liaise with Club members on billing, accounting, and finance matters as needed.
• Respond to member inquiries in a timely, professional manner to support a high-quality member experience.

• 5–7+ yrs. of progressive accounting, finance/financial analysis exp., including at least 2+ years at the Controller, Head of Finance, or equivalent leadership level; private club or luxury hospitality experience preferred.
• Comprehensive knowledge of GAAP, financial reporting and disclosures, operational and capital budgeting, forecasting, cash management, internal controls, and audit coordination.
• Exp. managing not-for-profit financial reporting (501(c)(7) entities; familiarity with 501(c)(3) accounting a plus.)
• Familiarity with employee benefits administration, including 401(k) and defined benefit retirement plans, and related federal and state employment and tax regulations.
• Advanced proficiency in MS Excel and MS Office, with substantial experience using financial reporting software, ERP, and leveraging technology to streamline finance and accounting processes, improve reporting effectiveness, and support data-driven decision-making.
• Demonstrated success leading small finance teams and partnering cross-functionally with operational leaders.
• Executive presence w/strong presentation skills; can clearly convey financial information to diverse audiences.
• Problem-solving and critical-thinking abilities, exercising sound judgment based on accurate and timely analysis.
• Ability to synthesize input from individuals across varied functions and experience levels to produce well‑informed forecasts and recommendations.
• Service‑oriented leader with hospitality DNA, positive attitude, and collaborative, team‑focused approach.

• Bachelor’s degree in accounting, finance, or related field required.
• CPA license is preferred. M.B.A. or advanced degree preferred. CHAE designation a plus.

In compliance with federal law, all individuals hired will be required to verify their identity and eligibility to work in the United States and complete the required employment eligibility verification form at the time of hire.

Salary is open and commensurate with qualifications and experience. The club offers an excellent bonus and benefits package, including association membership. Salary Range: $165,000 - $190,000 + bonus.

Please upload your resume and cover letter, in that order, using the link below. You should have your documents fully prepared to attach when prompted during the online application process. Please ensure your image is not included on your resume or cover letter; it should be used on your LinkedIn Profile.

Prepare a thoughtful cover letter addressed to the American Yacht Club General Manager, Jeffrey Martocci/Search Committee. Clearly state your alignment with this role, why you want to be considered for this position at this stage of your career, and why AYC and the Rye, NY area will benefit you, your family, your career, and the Club if selected.

You must apply for this role as soon as possible, but no later than March 2nd of 2026. Candidate selections will occur early March, with the first Interviews expected in late March and the second interviews a short time later. The successful candidate should assume his/her role in early May.

Save your resume and letter in the following manner:
“Last Name, First Name - Resume” &
“Last Name, First Name - Cover Letter – American YC”
(These documents should be in Word or PDF format.)

Once you complete the application process for this search, you will not be able to add any additional documents.

Click here to upload your resume and cover letter.