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Banking and Financial Services Jobs in Ozone Park Ny Flexible

203 positions found — Page 3

Chief Investment Officer
🏒 EisnerAmper LLP
$250 +
New York, NY 3 days ago
Chief Investment Officer page is loaded## Chief Investment Officerlocations: Iselin: Owings Mills: New York: Philadelphiatime type: Full timeposted on: Posted Todayjob requisition id: Req-8409## ##
**Job Description
**Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions.

Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.Prosperity- An EisnerAmper Company is seeking a Chief Investment Officer who will be the firm’s strategic investment leader, responsible for shaping long‐term investment direction, driving platform innovation, and ensuring portfolios reflect the firm’s tax‐aware philosophy.

The CIO leads and oversees the Investment Committee, sets investment policy, and guides firmwide research, asset allocation, and manager selection.

This role partners closely with executive leadership to align investment strategy with organizational goals and growth initiatives while developing and mentoring a high‐performing investment team.## What it Means to Work for Prosperity:
* You will have the flexibility to manage your days in support of our commitment to work/life balance
* You will join a culture that has received multiple top β€œPlaces to Work” awards
* We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
* We understand that embracing our differences is what unites us as a team and strengthens our foundation
* Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work## What Work You Will Be Responsible For:
* Investment Committee Leadership: Chair and oversee the Investment Committee; set agendas, lead deliberations, document decisions, and ensure governance standards are upheld.
* Strategic Investment Direction: Define and evolve the firm’s long‐term investment roadmap, ensuring alignment with client needs, market conditions, and firm strategy.
* Portfolio Oversight: Oversee model portfolios and discretionary strategies; ensure consistency with investment philosophy, client objectives and regulatory requirements.
* Research and Selection: Lead due diligence, selection, and monitoring of external managers, ETFs, mutual funds, and alternative investments.
* Risk Management: Establish and monitor risk limits, stress testing, and performance attribution processes.
* Team Leadership: Manage, mentor, and evaluate a team of six investment professionals, including three portfolio managers; recruit and retain top talent.

Prior integration and project management experience a plus.
* Client and Advisor Engagement: Present investment strategy and performance to internal advisors and clients; support business development efforts.
* Public Speaking and Thought Leadership: Represent the firm at conferences, client events, and industry panels; develop thought leadership content to support business development and advisor education.
* Cross‐Functional Collaboration: Partner with operations, trading, planning, and executive leadership to ensure seamless implementation and support firmwide initiatives.
* Governance and Compliance: Maintain investment governance standards and ensure adherence to regulatory requirements.## Basic Qualifications
* Bachelor’s degree in Finance, Economics, or related field.
* 15+ years of progressive investment management experience, including leadership of investment teams.## Preferred/Desired Qualifications
* Demonstrated experience in portfolio construction, manager selection, and risk management.
* Strong knowledge of tax-aware portfolio construction and tax-efficient implementation techniques.
* Excellent communication skills with experience presenting to senior executives, advisors, and clients.
* Chartered Financial Analyst (CFA) designation.
* Prior experience as a Director of Investments, Head of Investments, or equivalent senior investment leadership role.
* Experience managing multi-asset and alternative strategies within an RIA or wealth management environment.
* Familiarity with portfolio management systems, performance attribution tools, and trading platforms.EisnerAmper is proud to be a merit-based employer.

We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.## About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world.

We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.Our clients are enterprises as diverse as sophisticated financial institutions and 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.

We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.Should you need any accommodations to complete this application please email: #LI-JR1## Preferred Location:Iselin
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Inside Sales Representative
Salary not disclosed
New York, NY 5 days ago

Inside Sales Representative


Location: Manhattan, NY | Full-Time | Unlimited Earning Potential

Uncapped Commission | Warm Leads | Career Growth | Award-Winning Culture


Drive Your Success with Big Think Capital

You know how to sellβ€”how to connect, close, and perform. Now it’s time to bring your talent to a company that matches your ambition and rewards your results.

At Big Think Capital, we help small and mid-sized business owners nationwide access the funding they need to grow. As a Funding Associate, you’ll join a fast-paced inside sales team built for performance, backed by warm leads, advanced tools, and a culture that celebrates success.


About Big Think Capital

We’re a top-rated business lending marketplace with over $1 billion funded and 25,000+ businesses servedβ€”and we’re just getting started.

  • Named Top Business Lending Firm of 2024 by Financial Services Review
  • #1 Finance Broker on Trustpilot
  • Certified Great Place to Work
  • A culture of collaboration, accountability, and growth


The Role: Funding Associate (Inside Sales)

As a Funding Associate, you’ll consult with business owners, match them with the right funding solutions, and guide them through the process from first contact to close. You’ll work exclusively with warm, pre-qualified leadsβ€”no cold callingβ€”and leverage our proven sales infrastructure to achieve your goals.

This role offers the earning potential of a high-performance sales floor with the stability and support of an established leader in business finance.


What You’ll Do

  • Engage and convert warm inbound leads from business owners nationwide
  • Build relationships, identify funding needs, and present tailored financial solutions
  • Manage a full sales pipeline and close deals efficiently and ethically
  • Deliver consultative sales experiences that build trust and long-term relationships
  • Collaborate with leadership and peers to enhance performance and process
  • Consistently meet and exceed performance goals


What We’re Looking For

  • 2–7+ years of sales experience (inside sales, lending, or financial services preferred)
  • Proven ability to meet or exceed sales targets in a fast-paced environment
  • Exceptional communication, negotiation, and relationship-building skills
  • Self-motivated, entrepreneurial, and goal-driven mindset
  • Team player who thrives in a collaborative, performance-driven culture
  • Familiarity with financial products or B2B sales is a plus


What You’ll Get

  • Uncapped commission β€” you control your income
  • Competitive base salary plus aggressive commission structure
  • Warm inbound leads and curated prospecting lists
  • Full benefits package β€” medical, dental, vision, PTO, 401(k), and more
  • Continuous training, mentorship, and professional development
  • Modern office environment with advanced CRM tools and sales technology
  • Clear path to advancement into senior and leadership roles


Join a Team Where Success Pays Off

At Big Think Capital, your results drive your rewards. You’ll have the tools, support, and opportunity to scale your careerβ€”and your incomeβ€”without limits.

If you’re ready to join an award-winning sales organization where performance is recognized and success is inevitable, this is your next big move.


Apply today and take your career to the next level with Big Think Capital.

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Senior Investment Operations Analyst
Salary not disclosed
New York 6 days ago

Senior Investment Operations Analyst - Investment Management
We are currently seeking candidates for a Senior Investment Operations Analyst opportunity with a top-tier Investment Management firm located in New York, NY.. The Senior Investment Operations Analyst will conduct portfolio accounting, support trade operations, perform reconciliations, and promote strong vendor relations. The ideal candidate will have 3+ years of investment operations, portfolio administration, and reconciliations experience in investment management or financial services industry.
This is a direct-hire opportunity offering a salary of $75,000–$85,000 (depending on experience) + bonus. This position supports a 100% remote work model, based out of New York, NY.
Responsibilities:

  • Maintain and validate cash transactions through accurate data entry in the portfolio accounting system.
  • Manage trade data flow from trading desks, ensuring settlement details are received, verified, and properly recorded.
  • Oversee the seamless integration of trade information into the accounting platform and ensure timely reporting to custodians.
  • Support the maintenance of securities master data, including accurate security attributes and market pricing for reliable valuation and performance reporting.
  • Perform daily reconciliations of holdings and transactions across internal systems and custodian records, documenting and promptly resolving discrepancies.
  • Generate and distribute reconciliation reports for internal teams and external stakeholders using various system tools.
  • Produce standard and ad hoc reports to support internal operations and meet external client or regulatory requirements.
  • Build and maintain strong relationships with vendors, custodians, and financial institutions, proactively addressing service issues and monitoring industry developments.

Qualifications:

  • Bachelor's degree in Finance, Economics, or Business.
  • 3+ years of experience in investment operations, with a strong focus on reconciliations.
  • Proficiency with Microsoft Excel for data analysis and reporting.
  • Solid understanding of fixed income and equity securities.
  • Strong analytical thinking, problem-solving abilities, and organizational skills.
  • Excellent written and verbal communication skills, with the ability to efficiently manage a high volume of email correspondence.
  • Ability to work independently with minimal supervision, while also thriving in a collaborative remote or hybrid team environment.

If you are interested in learning more about this opportunity, please send your resume to .

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Senior Associate - Private Equity
Salary not disclosed
New York, NY 6 days ago

Title: Senior Associate, Private Equity

Several investment professional opportunities at the Senior Associate level for NY based Middle Market and Lower Middle Market Private Equity and Growth Equity firms. Sector focus across industries, with spikes in Healthcare, Technology, Business Services, and Consumer.


Firm names are confidential. Detailed job description will be provided to individuals who meet the following criteria:

  • Minimum 4 years professional experience, with at least 2 in relevant PE or Growth Equity investing roles (ideally 2 in investment banking, and 2 in PE or growth).
  • Currently based in or able to relocate to New York area
  • Sector experience across healthcare, technology, business services and/or consumer
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Financial Controller (Business and Financial Operations)
Salary not disclosed
New York 1 week ago
A long term established construction company is seeking a Financial Controller to join its management team to lead the full realm of finance and accounting operations.

Strong industry experience is required for the successful candidate for this role.

RESPONSIBILITIES: Financial department lead to coordinate among development, operations, risk management, executive and other departments Planning, managing and coordinating all financial functions.

Experience leading negotiations or at minimum communications with surety and banks Provide timely and accurate analysis of budgets-results and forecasts.

Manage and review all transactional accounting areas: including but not limited to AR, AP, Payroll and Job Costing.

Drive and manage the close process based on monthly, quarterly and annual financial reporting requirements.

Evaluate and improve all financial policies, controls and processes that will position for efficient and effective continued growth.

Evaluate opportunities for process improvement and implementation of best methods and practices.

Manage, monitor, and evolve the financial systems of the organization along with the CEO and Executive Team to support the firm's overall short and long-term strategic objectives.

Along with Human Resources support, hire, train, manage, mentor and review work of staff.

Work with other members of management for best Employment practices.

Administer and perform Credit/Collections activity with Operations and Accounting staff.

Close coordination, collaboration and partnership with project management leaders.

Project set up, tracking and analysis on an ongoing basis.

Work with Director of Operations and the Project Management teams generating cost reports, analyzing Work in Progress reports and producing financial forecasts or projections.

Complete the timely preparation of all tax related issues and filings.

Prepare regular, and ad-hoc, reporting, forecasting and analysis.

Be a business partner to Ownership, and other functional leadership, providing financial and strategic decision support.

Coordinate and analyze internal and external financial statements (financial performance, projections and other special projects as required).

Coordinate the annual budget process, present budget and prepare short and long term financial forecasts.

Oversee regulatory reporting and accounting policies and procedures.

Manage all Audits (Financial, Insurance, Corporate, CCIP, 401K, Sales tax) REQUIREMENTS: BA/BS Degree in Accounting, Finance or related field – MBA, MS or CPA is desirable.

15 years minimum of related construction accounting experience.

Experience in public accounting
- CPA is desirable.

Solid computer skills, including multiple construction ERPs.

SAGE 300 experience is preferred.

Strong experience with building Construction accounting process and controls.

Experience hiring, training and developing accounting staff and managing employees.

Outstanding communication and team building skills.

Strong accounting acumen as well as superior analytical skills.

Sound technical skills, good judgment and strong operational focus.

To apply directly to this Financial Controller position email your resume to: " "
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FP&A Manager (Consumer Packaged Goods, CPA/CMA req'd) - Hybrid
🏒 Jobot
Salary not disclosed
High-Growth Opportunity within Renewable Energy Industry - VP of Sales Opportunity!

This Jobot Job is hosted by: David DeCristofaro
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $200,000 - $350,000 per year

A bit about us:

We are a renewable energy leader with a focus on helping utility-scale solar providers generate and produce solar across North and South America! Since our inception, we've been on the forefront of new technology, advancing the way we optimize solar efficiency in the industry. This provides more output and lower costs to the consumer.

If you are interested in the renewable energy space, please read on!

Why join us?
  • Lucrative Base + Commission Package!
  • Excellent Benefits - 100% Medical Coverage for Employee + Family!
  • Generous PTO Package!
  • Profit Sharing Bonus!
  • Fantastic Culture and Work/Life Balance!
  • Room for Advancement!


Job Details

We are seeking a highly motivated and experienced VP of Business Development to join our dynamic team in the Renewable Energy industry. As a key member of the executive team, the VP of Business Development will be responsible for driving the company's growth by securing new clients, maintaining relationships with existing clients, and leading a team to achieve the company's sales targets. This role is ideal for a forward-thinking, strategic leader with a proven track record in B2B sales, particularly in the renewable energy sector including utility-scale solar and wind energy.

Responsibilities

  • Develop and execute strategic plans to achieve sales targets and expand our customer base.
  • Manage and build a team of Account Executives
  • Build and maintain strong, long-lasting customer relationships by partnering with them and understanding their needs.
  • Identify emerging markets and market shifts while being fully aware of new products and competition status.
  • Effectively communicate the value proposition through proposals and presentations.
  • Understand category-specific landscapes and trends, reporting on the forces that shift strategic directions of accounts.
  • Prospect for potential new clients and turn this into increased business.
  • Work with the team to develop proposals that meet the client’s needs, concerns, and objectives.
  • Handle objections by clarifying, emphasizing agreements and working through differences to a positive conclusion.

Qualifications

  • At least 8+ years of executive sales leadership with a focus on B2B sales
  • Experience leading and building sales divisions
  • Experience within Renewables, Energy, Industrial Data, or Instrumentation experience
  • BA/BS degree or equivalent.
  • Experience navigating complex and consultative sales cycles
  • Willingness to travel 25-50% to client sites and events


Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
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Recruitment Associate
🏒 Atlas Search
Salary not disclosed
New York, NY 1 week ago

Our client is a financial services firm seeking a Recruiting Associate to join the team.


Responsibilities:


  • Work closely with candidates, recruiters, and internal stakeholders of all levels to schedule and confirm interviews. These can be virtual as well as face-to-face / on-site interviews
  • In charge of helping with operations and process improvements
  • Work with senior level members of the HR team to create a positive candidate experience
  • Communicate clearly and timely with candidates and hiring managers about schedules and changes if and when they occur
  • Manage interview processes in the Applicant Tracking System
  • Asisst with working with hiring managers, extending offers, speaking with candidates
  • Perform administrative support functions as necessary for the Recruiting team


Qualifications:


  • 2+ years of recruitment support experience or HR experience
  • Bachelor's degree required
  • Experience with a high-volume recruitment process
  • Able to prioritize your tasks in an ever-changing, dynamic environment where no day is like the previous.


The annual base salary range is $100,000 to $150,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

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SVP/VP - Infrastructure/ Energy Transition Investment Product Specialist
Salary not disclosed
New York, NY 1 week ago

We are seeking a high-caliber Vice President or Senior Vice President to join a leading global alternative asset manager as a Product Specialist. This is a pivotal, client-facing role within the Investment Specialist team, focused on driving fundraising and business development for a premier Infrastructure, Renewable Power, and Energy Transition platform.


As an expert on the firm’s flagship and specialized fund offerings, you will serve as the bridge between the investment desks and the global investor community. This role offers significant exposure to institutional investors, consultants, and private wealth channels across the Americas, EMEA, and APAC.


Key Responsibilities

  • Subject Matter Expertise: Act as the primary technical resource for Infrastructure and Transition strategies. Attend internal investment and asset management meetings to translate complex deal flows into compelling narratives for the market.
  • Global Fundraising: Lead and participate in global roadshows, investor conferences, and bespoke prospect meetings. You will be a key face of the firm, requiring frequent international travel.
  • Strategy & Product Launches: Partner with senior leadership to design and execute fundraising strategies for new product launches, ensuring momentum and high-quality market positioning.
  • Investor Relations & Messaging: Collaborate with Relationship Managers (CRMs) to refine product messaging, ensuring it resonates with diverse investor profiles and evolving market conditions.
  • Content Partnership: Work closely with Marketing and Fundraise Management teams to create high-impact investor materials, including technical presentations, white papers, and market commentaries.
  • Strategic Growth: Support the build-out of new distribution capabilities, researching new markets, investor types, and innovative product structures.


The Ideal Candidate

  • Experience: 7+ years of professional experience within Real Assets. Backgrounds in Investing, Asset Management, Investment Banking, or Investor Relations are highly preferred.
  • Communication Mastery: Exceptional ability to distill technical, complex investment concepts into clear, persuasive communications for a sophisticated client base.
  • Relationship Focus: Proven track record of building and maintaining long-term trust with institutional or private wealth investors.
  • Commercial Acumen: A self-starter who proactively identifies market opportunities and possesses the "follow-up" discipline required for long-lead fundraising cycles.
  • Collaborative Mindset: Ability to navigate a high-performance, matrixed environment and work seamlessly across investment, marketing, and legal teams.
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User Experience Designer
🏒 Biz2Credit
Salary not disclosed
New York, NY 1 week ago

About Us


At Biz2Credit, we seek individuals who are eager to join a dynamic and innovative fintech company on a mission to transform the lending landscape for small businesses. Our values of Collaboration, Responsibility, Empowerment, Disruption, Innovation, and Trust guide everything we do, and our purpose of helping small businesses succeed drives us forward.


As a company, we believe that with the right tools and support, small business owners can achieve their dreams, and we're here to make that happen. That's why we're dedicated to developing cutting-edge solutions. One of them is our Biz2X platform, a fully configurable SaaS solution that leverages artificial intelligence and machine learning to make lending more efficient, effective, and accessible.


But we're more than just another FinTech company. We're a team of individuals who bring their unique personalities, backgrounds, and experiences to work every day. We believe that diversity makes us stronger, and that's why we value a culture that is inclusive and supportive. We're looking for people who are excited about the opportunity to make a difference, who want to work in an environment that is both challenging and fun, and who are eager to bring their whole selves to work.


So, if you're someone who is eager to join a company that is making a real impact, who values a positive and inclusive workplace culture, and who is ready to be a part of a team that is changing the lending landscape, we want to hear from you. Come join us and be a part of something truly special at Biz2Credit.


About the Role:


The UX Designer will play a key role in shaping the user experience of Biz2X, our enterprise SaaS lending platform used by banks and financial institutions. You will translate complex financial workflows into intuitive, elegant, and scalable experiences. This role partners closely with Product, Engineering, Data, Sales, and Marketing to uncover customer needs, define value, and deliver solutions that are usable, viable, and impactful.

You will work across both Biz2Credit (small business lending) and Biz2X (enterprise SaaS), engaging directly with clients and internal stakeholders to design workflows, interfaces, and systems that improve speedtodecision, operational efficiency, and borrower experience.‑to‑decision, operational efficiency, and borrower experience.


Responsibilities


β€’ Build UX design across the full product lifecycleβ€”from discovery and ideation to detailed design and implementation.

β€’ Collaborate with cross functional teams to define user journeys, workflows, and interaction patterns. ‑functional teams to define user journeys, workflows, and interaction patterns.

β€’ Create wireframes, prototypes, user flows, and design documentation that clearly communicate intent.

β€’ Use data, user research, and competitive insights to inform design decisions and validate hypotheses.

β€’ Contribute to and evolve our design system to ensure consistency, scalability, and efficiency.

β€’ Partner with engineering to ensure high‑quality implementation and maintain design integrity.

β€’ Facilitate alignment across teams and clients through clear communication, storytelling, and influence.

β€’ Drive continuous improvement of the Biz2X experience across modules and markets.


Qualifications


β€’ 1-3 years of experience in UX/Product Design, preferably in SaaS or enterprise software.

β€’ Strong portfolio demonstrating complex workflow design, interaction design, and modern UI execution.

β€’ Proficiency with Figma, Sketch, Adobe XD, or similar design tools.

β€’ Experience working with design systems and component libraries.

β€’ Understanding of UX research methods and how to apply insights to product decisions.

β€’ Familiarity with front‑end technologies and how designs translate into development.

β€’ Experience working in agile product environments.

β€’ Strong visual, written, and verbal communication skills.

β€’ Ability to think logically, structure ambiguity, and design for both user value and business outcomes.

β€’ Experience with Jira, Asana, GitHub, or similar collaboration tools.

β€’ Experience designing for SaaS products; fintech or lending experience is a strong plus.

β€’ Experience collaborating with offshore development teams.

β€’ Exposure to AI/ML‑driven features or data‑powered workflows is a plus.

β€’ Experience with A/B testing, experimentation, and hypothesis-driven design.

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Reception Services Manager
Salary not disclosed
New York, NY 1 week ago

This is a high-visibility leadership opportunity for a service-driven professional passionate about people, operations, and client experience. As Reception Services Manager, you’ll set the standard for hospitality excellence while leading a front-of-house team in a premier corporate environment.


The Reception Services Manager is a client-facing leadership role responsible for delivering a five-star guest experience across reception, meeting services, and event operations. This individual oversees a team of corporate receptionists, ensuring service excellence, seamless daily operations, and a consistently polished, welcoming environment.


Reporting to theClient Relations Director (CRD) in New York, the Manager serves as the day-to-day ambassador of the client’s workplace experience, fostering relationships, managing performance, and driving continuous improvement.


Key Responsibilities


Client Experience & Relationship Management

  • Serve as the primary liaison between Opensity Solutions and the client, ensuring alignment with brand standards and workplace culture.
  • Maintain strong relationships through proactive communication, responsiveness, and an unwavering commitment to hospitality excellence.
  • Monitor client and guest satisfaction, resolve issues promptly, and identify opportunities to elevate the experience.
  • Partner with the CRD on regular business reviews and collaborate with fellow managers to share best practices.

Operational Leadership

  • Oversee all front-of-house operations including reception, meeting coordination, guest services, and hospitality support.
  • Ensure daily readiness of all spaces: reception, lobbies, conference areas, and lounges. Maintaining a β€œtour-ready” standard at all times.
  • Implement and refine operational workflows, SOPs, and training programs to support consistency and quality.
  • Track and report on service-level performance(SLAs, KPIs) and lead operational audits to ensure excellence.
  • Leverage technology and innovation to streamline processes and enhance the client experience.

Team Leadership & Development

  • Lead, mentor, and inspire a team of corporate receptionists to deliver genuine, anticipatory service.
  • Provide regular coaching, feedback, and recognition to promote professional growth and engagement.
  • Manage staffing, scheduling, and professional presentation standards.
  • Partner with the CRD and People Solutions team on performance management, employee relations, and training initiatives.
  • Foster a positive, inclusive, and service-driven culture where every team member feels empowered to create memorable experiences.


Qualifications


  • 5+ years of leadership experience, managing large teams of receptionists or concierges, in a corporate or high-end hospitality setting.
  • Proven ability to manage and inspire teams delivering five-star service in fast-paced, client-facing settings.
  • Strong client relationship management skills with a track record of delivering measurable service excellence.
  • Highly organized with the ability to manage multiple priorities and maintain composure under pressure.
  • Exceptional communication, presentation, and interpersonal skills.
  • Skilled in Microsoft Office Suite; familiarity with hospitality management systems a plus.
  • Professional, polished, and hospitality-minded demeanor at all times.
  • Commitment to confidentiality, discretion, and operational integrity.


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, or any other characteristic protected by law.


Internal candidates only: The compensation outlined is applicable for candidates who fully meet the qualifications of the role based on their education and experience. If Opensity Solutions selects an internal candidate who does not meet all requirements, the position title, structure, and compensation may be adjusted accordingly.

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Remote Financial Professional
Salary not disclosed
Atlanta, Remote 1 week ago
Remote Sales & Financial Professional U.S.-Based | Remote | Part-Time or Full-Time We’re growing and looking for self-motivated, ambitious professionals who want to build their own client base, grow a scalable book, and do it all with the freedom of remote work.

At Prestige Partners, we’ve built a modern, mentorship-driven platform with everything we wished existed from day one.

From unmatched training to powerful fintech tools, branding support, and leadership development, our system is designed to help you grow fast and grow right.

What You’ll Do: Learn and apply financial strategies tailored to clients’ needs Build and manage your own client base with full guidance and support Educate individuals, families, and business owners on retirement, insurance, and wealth-building solutions Leverage top-tier training, mentorship, and marketing systems Use modern tools to streamline client presentations, tracking, and communication Grow at your own pace with the option to scale into leadership Ideal Candidate: Entrepreneurial spirit and passion for helping others Excited about building something of your own with uncapped growth potential Values flexibility, autonomy, and meaningful impact Coachable, consistent, and driven Interest in personal finance (no experience required and training is provided) Is excited to learn prospecting and marketing systems to grow their own client base What You’ll Gain: A truly unmatched training & mentorship program Freedom to build and scale your own client base Flexible schedule & remote work Collaborative team culture Highest builders compensation in the industry Pathway to leadership and long-term residual income Additional Details: Part-Time or Full-Time or ask us about a referral partnership Remote (U.S.

Residents Only) Compensation: Paid per client + incentives First year income typically ranges from $50,000-$150,000 depending on production Requirements: Must have or be willing to obtain a Life & Health Insurance License (we provide guidance through the licensing process) Must be a USA Resident or Citizen Positive attitude and strong personal integrity Eagerness to learn and grow in a dynamic industry Coachable and open to constructive feedback Team player with a collaborative mindset High ambition and a drive to go above and beyond the norm.

If you’re looking for a career with flexibility, purpose, and unlimited potential, we’d love to connect.

Apply or message us to learn more.

What You’ll Do: Learn and apply financial strategies tailored to clients’ needs Develop and refine client acquisition systems Build and manage your own client base with full guidance and support Educate individuals, families, and business owners on retirement, insurance, wealth-building solutions, and advanced cases Leverage top-tier training, mentorship, and marketing systems Use modern tools to streamline client presentations, tracking, and communication Grow at your own pace with the option to scale into leadership
Remote working/work at home options are available for this role.
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Insurance Risk Management, NYC area, Remote
Salary not disclosed

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


Remote working/work at home options are available for this role.
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Licensed Professional Counselor
🏒 BetterHelp
Salary not disclosed
Remote, Oregon 1 week ago

Private practice with no doors and no overhead.

BetterHelp is one of the world's largest online therapy platforms for mental health professionals who want to focus on client care β€” not admin or overhead. You provide the expertise. We handle the rest.

Why Join BetterHelp

  • Competitive hourly compensation.
  • $650 Health Benefit Stipend: Eligibility for the Health Benefit Stipend requires a continuous commitment of 30 hours a week
  • No insurance headaches. No clawbacks. No payment delays. We handle everything β€” you get paid weekly for every session. Ai documentation.
  • Increase Caseloads: 70% of clients use insurance, helping you build and sustain a strong caseload.
  • $500 first client bonus* β€” Earn when you see your first insurance client within 30 days of applying.
  • $2,000 first month bonus* - Providers licensed in NY, VA, MD, DC, can earn an additional $2k in their first month.

Additional Benefits

  • Work from the comfort of home (fully remote)
  • Flexible schedule – you set your own hours.
  • Free access to 390+ CEU courses
  • Free BetterHelp membership for self-care
  • Insurance + cash-pay clients available
  • Additional bonuses & incentives for high performers
  • Zero overhead: No fees are collected from the therapist, ever.
  • Autonomy over clinical decisions
  • Access and connect with our community of over 30,000 therapists

We're Looking For

  • LCSW, LPC, LMFT, LMHC, Licensed Professional Counselor, or Psychologist / PsyD
  • Experienced Mental Health Therapist or Counselor with a passion for helping adults, couples, or teens.

Requirements:

  • 3+ years of mental health counseling experience
  • Master's or Doctorate in Counseling, Psychology, Social Work, or Marriage & Family Therapy
  • Fully independent license (LCSW, LPC, LMFT, LMHC, etc.) and can provide therapy without supervision.
  • U.S. residency, private workspace, reliable internet, and liability insurance
  • A private and professional environment for conducting sessions.
  • Excellent written communication.
  • Must have professional liability insurance.
  • Reliable Internet connection.
  • Currently residing in the US.

NOTE: Unfortunately, if you are an intern or if you require supervision to provide therapy services, you cannot be a provider on BetterHelp at this time. Also, we are unable to accept substance abuse counselors, school counselors, registered nurses, career counselors, Christian counselors, and business coaches (unless they have an additional license as a mental health counselor). Experience counseling adults, couples, and/or teens.

*The use of the word "bonus" refers to an incentive provided to independent contractors. It does not imply an employment relationship nor entitle any independent contractors to employee benefits. Bonuses vary state to state and are subject to changes and certain requirements must be met to qualify for bonuses.


Remote working/work at home options are available for this role.
Not Specified
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Product Designer (Financial Services / Insurance)
🏒 Creative Circle
Salary not disclosed
Remote, Oregon 1 week ago

Product Designer - Financial Services/Insurance (Data Visualization, Enterprise Apps/Software)
Position Overview
Our client, one of the largest providers of retirement solutions and life insurance products in the U.S., is looking for a Product Designer to join their new business platform team to help define the experience advisors have when creating a new policy.

This role is fully remote, 40 hours/week through the end of the year. Candidates MUST have financial Services or Insurance industry experience to be considered, as well as experience working with Enterprise Apps/Software and data visualization initiatives. Experience with Adobe Analytics is strongly preferred.

Key Responsibilities

  • Design digital experiences and final deliverables with a relentless pursuit towards simplicity, delight, innovation, and measurable results while possessing a solid understanding of digital design best practices, methodologies, and artifacts.
  • Utilize a detailed understanding of typography, color, and visual design language, interpret brand values and visual guidelines, and apply them to support users' needs and business goals.
  • Consistently consider the holistic user experience, including potential states (e.g., errors, successes, dead-ends).
  • Define an approach to best solve each project within your core team to deliver products and services while representing the voice of the user and considering the context of the solution. You will be defining a new procedure and the discipline and process of design.
  • Utilize and contribute to the global design system and understand how, and when, to create reusable patterns.
  • Quickly generate and validate team assumptions and produce rapid iterations based on research findings.
  • Lead and design collaborative workshops, brainstorming, storyboarding, and wireframing sessions within your core team.
  • Influence product direction within your core team. You will own your experiences and be able to partner on the roadmap with product owners.
  • Deliver detailed reports tailored to the audience. Present clearly and persuasively to the core team and other designers.
  • Be able to articulate, defend, and sell designs to the project team and product team leadership.

Qualifications

  • At least 5 years of experience as a product designer, UX Designer, or related discipline.
  • Prior experience in Financial Services, Banking, and Insurance industries, ideally supporting enterprise applications/software.
  • Strong data visualization experience with examples on your portfolio site.
  • Experience with Adobe Analytics, Glassbox, or other analytics platforms is a plus.
  • Demonstrated proficiency in ADA / WCAG 2.0
  • Experience with coding in HTML/CSS and/or JavaScript is a plus.
  • Strong portfolio with a clean, modern aesthetic that showcases shipped products for multiple devices
  • Well-versed in the context and limitations of mobile, tablet, and desktop.
  • Solid application of design research methods, such as usability, ethnography, Competitive Audit, etc.
  • Expert in design toolsets such as Sketch, Invision, Figma, Adobe Creative Suite, and UX Pin, and be comfortable using any design tool we pick up.
  • Practical understanding of technical frameworks, data structures, API call strategies, as well as building within a SCRUM team and SCRUM methodology.

In this position, you may have access to client or customer systems, confidential and/or proprietary information or data, including financial information.

Benefits

Creative Circle's Freelance Employee benefits package includes eligibility for Minimum Essential Coverage (MEC) medical plan, dental/vision/term life package, discount prescription program, critical illness, accident, tele-behavioral health, and 401(k) plan. Sick leave is provided to Candidates whose assignment work location is in a state or city subject to sick leave laws. A Minimum Value (MV) PPO medical plan, Employee Stock Purchase Plan, and paid holiday eligibility are based on length and dates of service.
Email Your Resume In Word To
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply.
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : SR9-1979556 -- in the email subject line for your application to be considered.
Sammy Realon - Senior Solutions Delivery Recruiter
For Creative Circle to represent you for this opportunity, you must be currently authorized to work in the United States without the need of employer sponsorship for a non-immigrant visa such as a H-1B, TN, or O visa. We do not support or provide training for STEM/OPT programs. Additionally, you must be physically located in and perform the work for our client in the United is a new role.
This job was first posted by Creative Circle on 03/04/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.
This job was posted on 03/04/2026 and is open for 60 days
Creative Circle is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Creative Circle will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. If you need a reasonable accommodation in the application process, please contact your Recruiter (the person you'll be interviewing with) or a member of our Human Resources team to make arrangements. United Healthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Creative Circle.
Copyright 1999 - 2026. CreativeCircle , Inc. All rights reserved.
Remote working/work at home options are available for this role.
Not Specified
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Financial Tips Evaluator (Remote)
🏒 Finance Buzz
$29 per hour - monthly

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.


Remote working/work at home options are available for this role.
temporary
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Advisor Consultant (Hybrid Wholesaler)
Salary not disclosed
Chicago, IL, Hybrid 1 week ago

CI Segall Bryant & Hamill Asset Management is an investment firm based in Chicago, Illinois with offices in Denver, CO, St. Louis, MO and Philadelphia, PA. Since our founding in 1994, we have grown to approximately $30 billion in assets under management as of June 30, 2025. We provide fee-based investment management of equity, fixed income, alternative and asset allocation portfolios. Our growing client list includes high net worth individuals/families, endowments, foundations, corporations, hospitals, public funds and multi-employer plans across the country. CI SBH is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, gender, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.


Overview:

CI Segall Bryant & Hamill seeks an Advisor Consultant to join our team. The Advisor Consultant, in partnership with a Director of Sales, will be responsible for building long-term partnerships with intermediary clients (Financial Advisors, RIAs, bank trust platforms and family offices) that maximize long-term holdings of CI Segall Bryant & Hamill investment solutions including mutual funds, ETFs and separately managed accounts.


Key Responsibilities:

  • Develop client relationships, including expanding existing client relationships and developing new profitable relationships in multiple territories.
  • Conduct consultative, relationship-building sales calls with financial advisors and investment research teams
  • Partner with a Director of Sales to develop and implement a territory sales plan.
  • Approach interactions with a consultative mindset, starting with client needs and effectively leveraging internal resources needed to meet those needs, including delivering insight-based education, coaching and portfolio construction consultations.
  • Develop and execute on a data driven client segmentation, including consistent profiling of clients, timely and accurate recording of all client/prospect interactions into the firm’s CRM system and prospecting for new potential relationships.
  • Handle daily territory management tasks to ensure maximum business efficiency and effective resource allocation across service offerings and firms.
  • Travel as needed within territory to conduct meetings with clients, assist with client events, and attend industry conferences.


Qualifications:

  • Bachelor's degree in a business-related major required
  • 4-6 years of sales experience in financial services / investment management preferred
  • FINRA Series 7 and 63 required
  • A current understanding of capital markets, mutual funds, ETFs, separately managed accounts
  • Consultative, client first approach, delivering solutions, not products, to meet client needs and drive results
  • Ability to develop client relationships and strategic partnerships
  • Strong attention to detail with the ability to manage multiple tasks effectively
  • Proficient in Microsoft Office products, Salesforce CRM, Evestment, Ycharts preferred.


This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.


Pay Information

This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $120,000-130,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.


Remote working/work at home options are available for this role.
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Hybrid Chief Accounting Officer β€” Public Finance & Compliance
$250 +
A government agency in California seeks a Chief Accounting Officer to manage accounting sections, ensure compliance, and oversee financial program delivery.

The ideal candidate will have strong leadership skills, experience with accounting procedures, and knowledge of California’s regulations.

This position offers a salary range of $9,572
- $10,867 per month, and allows for hybrid work arrangements based on eligibility.
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Remote working/work at home options are available for this role.
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Audit Supervisor - Healthcare (Remote)
🏒 Jobot
Salary not disclosed
Microbiology Lab Associate (Onsite, 30 hrs/week to start ? FT) β€” FDA cGMP Contract Testing | South Plainfield, NJ | $55,000–$70,000 (FT equivalent) | Start ASAP | Must be US-work authorized & local

This Jobot Job is hosted by: Andrew Kraig
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $55,000 - $70,000 per year

A bit about us:

Founded over a decade ago and based in South Plainfield, we are an FDA cGMP contract laboratory providing microbiological testing for pharmaceutical, OTC, cosmetic, dietary supplement, and botanical products. We partner closely with client QA/RA teams to deliver compliant, on-time results with rigorous data integrity and responsive service.

Why join us?
  • Competitive Compensation: Up to $70,000 base salary (DOE) equivalent for FT, with immediate part-time schedule (~30 hrs/week) and path to full-time
  • 401(k) with potential match (company plan details to be shared)
  • Comprehensive Benefits: Medical, Dental, Vision (FT conversion)
  • Generous PTO & Paid Holidays (FT conversion)
  • Collaborative Work Environment: Work cross-functionally with Chemistry, QA, and Micro teams; hands-on impact in a growing lab
  • Work-Life Balance: Predictable daytime schedule with occasional weekend/evening work as needed
  • 100% Onsite: Modern lab environment; learn end-to-end cGMP testing workflows


Job Details

Key Responsibilities and Duties:
  • Perform routine microbiology testing: microbial limit tests (USP /), method suitability, preservative efficacy (AET/PET), microbial ID, water testing, and bioburden monitoring
  • Read, record, and analyze results in accordance with FDA cGMP and GDP standards; ensure data integrity and traceability
  • Conduct peer review of data for accuracy and protocol compliance
  • Maintain cultures; prepare media and perform growth promotion testing
  • Manage day-to-day lab operations including inventory of media/supplies; clean and maintain equipment (incubators, refrigerators, freezers)
  • Support method development and validation activities as needed
  • Independently plan and manage daily workload to meet client timelines
  • Adhere to all company policies, SOPs, and safety requirements

You should have most of the following:
  • Bachelor’s degree in a scientific discipline (Microbiology or Biological Sciences preferred)
  • Minimum 2–3 years of relevant microbiology lab experience in a regulated/GMP setting
  • Demonstrated proficiency with aseptic technique
  • Hands-on experience with USP / microbial limit testing (or closely related compendial methods)
  • Familiarity with FDA cGMP and Quality procedures; strong GDP documentation habits
  • Ability to organize and maintain complete, compliant project records; deliver accurate, on-time results
  • Team-oriented, reliable, and able to work occasional weekends/evenings
  • Must be currently authorized to work in the US; local to South Plainfield, NJ; 100% onsite


Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
permanent
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Medical Coder (CPC/CCS) - Acute Care Setting - Remote but Alabama Based
🏒 Jobot
Salary not disclosed
Jackson, MS, Remote 1 week ago
Amazing Alabama Health Network is Looking to Hire a REMOTE Medical Coder!

This Jobot Job is hosted by: Joshua Tacke
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $55,000 - $75,000 per year

A bit about us:

We are an award winning Alabama Healthcare Network.

This is a fantastic direct hire opportunity in the Revenue Cycle Department. Come join the team!

Do you have 2+ years of acute care medical coding experience? Are you proficient in outpatient and inpatient coding?

If interested reach out to me TODAY:

347-424-4699

Why join us?
  • Strong Career Growth and Development with Established RCM Leaders
  • Expanding, stable healthcare organziation based in Long Island
  • Collaborative culture with friendly team
  • Family environment where everyone will know your name


Job Details
  • 1+ year of Medical Coding in Outpatient Setting - Surgical Coding Ideal
  • CPC Required
  • Ability to utilize insurance websites proficiently
  • Microsoft Office Suite: Word, Excel, Outlook, PowerPoint
  • Works with Electronic Health Records


Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
permanent
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Regulatory Reporting Analyst - Hybrid Onsite
🏒 TALENT SHIFT
Salary not disclosed
Dallas, Hybrid 2 weeks ago
Overview We are looking for a regulatory reporting professional for our multinational banking client located in Dallas, on a contract basis.

This role will support U.S.

regulatory reporting requirements for a foreign banking organization, including Federal Reserve filings.

This contract role is hybrid onsite 3 days a week and will have a duration between 9-12 months.

Responsibilities Support preparation, review, and submission of Federal Reserve reports, including FR Y‑7, FR Y‑7Q, FR Y‑10, and other applicable regulatory filings.

Perform general ledger reconciliations, variance analysis, and data validation to ensure completeness, accuracy, and alignment with regulatory standards.

Monitor changes in regulatory reporting instructions and accounting guidance, ensuring accurate interpretation and timely implementation.

Collaborate with finance, data, and risk teams to resolve data quality issues, enhance reporting controls, and streamline reporting processes.

Qualifications Bachelor’s degree or higher in accounting, finance, or other related fields 3+ years of relevant Regulatory Reporting experience Qualified applicants must reside in the continental U.S.

Must be legally authorized to work in the United States now and in the future.

Verification of employment eligibility will be required at the time of hire.

Visa sponsorship is not available for this position.

About TALENT SHIFT, LLC Talent Shift, LLC is a marketplace that matches professionals with projects at dynamic companies across the globe, including exciting opportunities in advisory, assurance and tax.

Our community is cultivated by a team of dedicated professionals working to help clients navigate hybrid workforce strategies and connect contract workers with projects they love.

Talent Shift, LLC is a subsidiary of Forvis Mazars, LLP.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer.

Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

Equal Opportunity Employer Veterans/Disability Colorado's Equal Pay for Equal Work Act (SB 19-085) Pursuant to Colorado's Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market.

The salary for this role will be based on the experience, education, and skill set of the individual for the position.

Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave.

Talent Shift reserves the right to make changes to the salary range based on business needs.

California Pay Transparency Pursuant to the pay transparency laws of California, the salary range displayed is for the California market.

The salary for this role will be based on the experience, education, and skill set of the individual for the position.

Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave.

Talent Shift reserves the right to make changes to the salary range based on business needs.

Los Angeles (LA) County and City of LA applicants Talent Shift will consider for employment all qualified applicants, including those with criminal histories and conviction records, in a manner consistent with the requirements of applicable state and local laws, including but not limited to the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the LA County Fair Chance Ordinance, and the California Fair Chance Act.

Please see the City of Los Angeles Fair Chance Ordinance and the Los Angeles County Fair Chance Ordinance notice for more information.

New York Pay Transparency Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets.

The salary for this role will be based on the experience, education, and skill set of the individual for the position.

Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave.

Talent Shift reserves the right to make changes to the salary range based on business needs.

#LI-CD1
Remote working/work at home options are available for this role.
Not Specified
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