✓ Banking and Financial Services ✕ Clear
Banking and Financial Services Jobs in Spring Valley New York
3 positions found
F
Financial Tips Evaluator (Remote)
$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.
J
VP of Finance - Family Office
🏢 Jobot
Salary not disclosed
Family office investment group with 10+ entities and $100M+ AUM is seeking a VP of Finance with PE/VC/Family Office portfolio level experience This Jobot Job is hosted by: Tony Marasco Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $200,000
- $220,000 per year A bit about us: Family office with major positions in 10+ entities across multiple industries, a large portfolio of additional investment positions, and a substantial charitable fund is seeking an VP of Finance to provide top level standardization and data analysis + presentation to ownership to help drive business decisions with existing and potential opportunities.
Are you a Director / VP of Finance with portfolio level financial responsibility open to an on site role in Rockland County, NY? If so, please continue to read as this role may be the one for you! Why join us? Family office Large charitable contributions Enterprise level financial leader Comprehensive benefits package In office role aligning with executive on site schedule Job Details Position Summary The VP of Family Office Finance is the senior-most finance professional within the family office, responsible for overseeing all financial operations, reporting, and entity management across a portfolio of investments, including real estate and operating companies.
While operating companies maintain their own internal finance teams, this role ensures top-level oversight, strategic alignment, and financial integrity across all family-controlled entities.
A key component of this role is leveraging AppFolio Investment Management or a similar platform to centralize data, streamline reporting, and maintain transparency across the portfolio.
The role is based in the Rockland County area.
Key Responsibilities Investment Oversight & Reporting Maintain centralized oversight of all family investments, including real estate and operating companies.
Track capital contributions, distributions, ownership percentages, and performance metrics.
Build and maintain dashboards and reporting tools using AppFolio Investment Management.
Prepare quarterly and annual investment summaries for family stakeholders.
Develop and deliver ad hoc executive summaries for family stakeholders as needed.
Ensure reporting is timely, accurate, and tailored to decision-making needs.
Banking & Treasury Management Manage banking relationships for all family-controlled entities.
Oversee execution of capital calls, distributions, and wire transfers with speed and precision.
Monitor cash positions and liquidity across entities and recommend capital movements as needed.
Accounting & Entity Management Oversee accounting and bookkeeping for real estate and investment entities.
Coordinate with external accountants for tax filings, K-1s, and audit support.
Maintain entity records, ownership structures, and compliance documentation.
Ensure accurate intercompany accounting and reconciliation across entities.
Operating Company Interface Serve as the liaison between the family office and finance teams at operating companies.
Review high-level financials, monitor performance, and ensure alignment with family office reporting standards.
Support strategic financial decisions, including recapitalizations, exits, and reinvestments.
Technology & Systems Own the implementation, optimization, and ongoing use of AppFolio Investment Management.
Ensure data integrity, timely updates, and effective use of the platform for reporting and analysis.
Integrate AppFolio with other systems or tools as needed to support broader financial visibility.
Qualifications 10+ years of experience in finance, accounting, or investment operations, ideally within a family office, private equity, or real estate investment environment.
Deep understanding of LP structures, entity-level accounting, and investment reporting.
Strong command of AppFolio Investment Management or similar platforms.
CPA or CFA preferred but not required.
High integrity, discretion, and responsiveness in handling sensitive financial matters.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" 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
Salary: $200,000
- $220,000 per year A bit about us: Family office with major positions in 10+ entities across multiple industries, a large portfolio of additional investment positions, and a substantial charitable fund is seeking an VP of Finance to provide top level standardization and data analysis + presentation to ownership to help drive business decisions with existing and potential opportunities.
Are you a Director / VP of Finance with portfolio level financial responsibility open to an on site role in Rockland County, NY? If so, please continue to read as this role may be the one for you! Why join us? Family office Large charitable contributions Enterprise level financial leader Comprehensive benefits package In office role aligning with executive on site schedule Job Details Position Summary The VP of Family Office Finance is the senior-most finance professional within the family office, responsible for overseeing all financial operations, reporting, and entity management across a portfolio of investments, including real estate and operating companies.
While operating companies maintain their own internal finance teams, this role ensures top-level oversight, strategic alignment, and financial integrity across all family-controlled entities.
A key component of this role is leveraging AppFolio Investment Management or a similar platform to centralize data, streamline reporting, and maintain transparency across the portfolio.
The role is based in the Rockland County area.
Key Responsibilities Investment Oversight & Reporting Maintain centralized oversight of all family investments, including real estate and operating companies.
Track capital contributions, distributions, ownership percentages, and performance metrics.
Build and maintain dashboards and reporting tools using AppFolio Investment Management.
Prepare quarterly and annual investment summaries for family stakeholders.
Develop and deliver ad hoc executive summaries for family stakeholders as needed.
Ensure reporting is timely, accurate, and tailored to decision-making needs.
Banking & Treasury Management Manage banking relationships for all family-controlled entities.
Oversee execution of capital calls, distributions, and wire transfers with speed and precision.
Monitor cash positions and liquidity across entities and recommend capital movements as needed.
Accounting & Entity Management Oversee accounting and bookkeeping for real estate and investment entities.
Coordinate with external accountants for tax filings, K-1s, and audit support.
Maintain entity records, ownership structures, and compliance documentation.
Ensure accurate intercompany accounting and reconciliation across entities.
Operating Company Interface Serve as the liaison between the family office and finance teams at operating companies.
Review high-level financials, monitor performance, and ensure alignment with family office reporting standards.
Support strategic financial decisions, including recapitalizations, exits, and reinvestments.
Technology & Systems Own the implementation, optimization, and ongoing use of AppFolio Investment Management.
Ensure data integrity, timely updates, and effective use of the platform for reporting and analysis.
Integrate AppFolio with other systems or tools as needed to support broader financial visibility.
Qualifications 10+ years of experience in finance, accounting, or investment operations, ideally within a family office, private equity, or real estate investment environment.
Deep understanding of LP structures, entity-level accounting, and investment reporting.
Strong command of AppFolio Investment Management or similar platforms.
CPA or CFA preferred but not required.
High integrity, discretion, and responsiveness in handling sensitive financial matters.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" 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
J
Director of Finance
🏢 Jobot
Salary not disclosed
Auto group in Rockland County is seeking a Director of Finance with Auto Group / Dealership Group experience This Jobot Job is hosted by: Tony Marasco Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $180,000
- $220,000 per year A bit about us: As an auto group with 10+ dealerships across the New York market and over 1000 employees, we have been providing top service and top brands to our customer base for the last 20 years.
Experiencing consistent and continued growth, we provide an environment of advancement for our employees.
Are you a Director of Finance / Controller level individual with CDK DMS experience from an Auto Group? If so, please continue to read as this role may be the one for you! Why join us? Established growth company 20+ years in business $250M+ in revenue Growth opportunity Benefits: Medical, Dental, Vision insurance 401(k) PTO, Sick Pay, Holiday pay Bonus eligibility Job Details Job Details: Our organization is seeking a seasoned professional to join our team as a Director of Finance.
This role is crucial to our company as it is responsible for overseeing all corporate finance aspects of our auto group.
We are looking for a strategic thinker with strong leadership skills who can develop and implement financial strategies to drive our business forward.
The ideal candidate for this role is someone with a strong background in public accounting, dealership group, and a minimum of 5 years of experience in a similar role.
Responsibilities: 1.
Overseeing all financial operations including budgeting, financial forecasting, and negotiations.
2.
Developing and implementing financial strategies in alignment with the company's goals.
3.
Ensuring compliance with financial laws and guidelines.
4.
Supervising and managing the finance team to ensure smooth financial operations.
5.
Collaborating with the executive team to make decisions on investment and financial strategies.
6.
Monitoring and managing financial risk.
7.
Preparing detailed reports on financial performance on a regular basis.
8.
Coordinating with external auditors and manage internal controls.
9.
Identifying and implementing strategies to improve financial health and profitability.
Required Qualifications: Bachelors degree Auto group / dealership group accounting experience 3+ years financial management experience CDK Dealer Management System experience Reporting optimization Entity level and brand level analysis Enterprise level financial story telling expertise Preferred Qualifications: Public Accounting Experience Masters Degree / MBA CPA Interested in hearing more? Easy Apply now by clicking the "Apply Now" 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
Salary: $180,000
- $220,000 per year A bit about us: As an auto group with 10+ dealerships across the New York market and over 1000 employees, we have been providing top service and top brands to our customer base for the last 20 years.
Experiencing consistent and continued growth, we provide an environment of advancement for our employees.
Are you a Director of Finance / Controller level individual with CDK DMS experience from an Auto Group? If so, please continue to read as this role may be the one for you! Why join us? Established growth company 20+ years in business $250M+ in revenue Growth opportunity Benefits: Medical, Dental, Vision insurance 401(k) PTO, Sick Pay, Holiday pay Bonus eligibility Job Details Job Details: Our organization is seeking a seasoned professional to join our team as a Director of Finance.
This role is crucial to our company as it is responsible for overseeing all corporate finance aspects of our auto group.
We are looking for a strategic thinker with strong leadership skills who can develop and implement financial strategies to drive our business forward.
The ideal candidate for this role is someone with a strong background in public accounting, dealership group, and a minimum of 5 years of experience in a similar role.
Responsibilities: 1.
Overseeing all financial operations including budgeting, financial forecasting, and negotiations.
2.
Developing and implementing financial strategies in alignment with the company's goals.
3.
Ensuring compliance with financial laws and guidelines.
4.
Supervising and managing the finance team to ensure smooth financial operations.
5.
Collaborating with the executive team to make decisions on investment and financial strategies.
6.
Monitoring and managing financial risk.
7.
Preparing detailed reports on financial performance on a regular basis.
8.
Coordinating with external auditors and manage internal controls.
9.
Identifying and implementing strategies to improve financial health and profitability.
Required Qualifications: Bachelors degree Auto group / dealership group accounting experience 3+ years financial management experience CDK Dealer Management System experience Reporting optimization Entity level and brand level analysis Enterprise level financial story telling expertise Preferred Qualifications: Public Accounting Experience Masters Degree / MBA CPA Interested in hearing more? Easy Apply now by clicking the "Apply Now" 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
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