Banking and Financial Services Jobs in White Plains New York
11 positions found
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.
Assistant General Counsel
Greenwich, CT *5 days in office
A privately held alternative asset management firm is seeking an Assistant General Counsel to join its legal team. This role offers a unique opportunity to support both the firmβs investment advisory platform and family office matters for the firmβs Principals.
The Assistant General Counsel will report directly to the General Counsel and work closely with senior management, investment professionals, accounting, tax, investor relations, and compliance teams. This is a highly visible position suited for a business-minded attorney who wants meaningful responsibility and exposure within a dynamic investment environment.
Key Responsibilities:
- Support transactional matters and corporate initiatives
- Draft, negotiate, and interpret a wide range of agreements
- Interface with outside counsel, auditors, tax advisers, fund administrators, and other service providers
- Advise on legal and regulatory compliance matters
- Assist with employment/HR and insurance-related issues
- Provide practical legal guidance aligned with business objectives
Qualifications:
- J.D. with strong academic credentials and active bar membership
- 2β4 years of experience in corporate/M&A, restructuring, securities, or similar transactional practice, ideally with some exposure to asset management or investment advisory work
- Strong contract drafting and negotiation skills
Company. Burnham Sterling & Company LLC (or registered affiliates thereof) (βBurnhamβ, the βFirmβ or the βCompanyβ) is a financial services firm focused capital raising for aviation and other asset intensive industries and is located in Greenwich, CT. The firm enters into engagement agreements with US and non-US ultra-large corporates and places the investments with investors globally. The Firm is currently in expansion mode, and Burnham is unusual in that it benefits from committed multi-year cash flows to support its expansion.
Business. The Firm (itself and through affiliates) structures and places leases, secured debt, tax-leases and provides financial analysis and other related advisory services. The Firmβs professionals work across borders, and the majority of its revenue is from non-US clients. Clients are generally Global Fortune 500 companies. In addition, the Firm recently started an emerging alternative asset manager business with a focus on energy transition investing.
Regulatory. The Firm operates an SEC-registered broker-dealer to effect securities transactions and a registered investment advisor with respect to its fund business.
Workplace Environment. People who do well at the Company have a strong work ethic, participate and contribute 150%. The Company is unusually team oriented, focused on pleasing its customers and generating repeat business.
Position. This is a full-time position to act as general counsel to the Firm and transaction counsel on deals. Any legal support would come from external sources. Matters will include: confidentiality agreements, term sheets, engagement letters, investor development agreements, Burnhamβs compensation imbedded into customer financing agreements, litigation matters, employment-related items, tax structuring, transaction documentation, company documentation and records, transaction management, etc. In addition, you will provide training to other team member in term sheet and confidentiality related matters and you will coordinate the relationships the company has with external counsel. You will also interact with customers and investors.
This position offers an ability to be highly visible internally and in the marketplace. Significant domestic and international travel is required. You will be required to attend client meetings and conferences, etc. You will also be responsible to manage relationships with major US and global law firms (where they are representingβor seeking to representβBurnham or clients or investors in Burnham Sterling-arranged transactions) and seek to facilitate introductions by such law firms to target Burnham Sterling clients.
The firm is 100% in-office in Greenwich, Connecticut.
Experience. You will come from a major law firm or an in-house position at a company with significant capital markets activities. You will have at least 7-years of work experience as an attorney. Minimum of a JD. Candidates with finance experience (on the business side, including investment banking and/or private equity) and/or an MBA are preferred.
Career Development. This position is a top position at the company.
Salary and Benefits. A base salary, an annual discretionary bonus (based on performance), and a comprehensive benefit package, including medical, dental, retirement plan, Greenwich Water Club membership and a paid 3-month sabbatical every 6 years, is offered.
FINRA Licenses. None required for this position.
Administrative Assistant β Legal & Compliance
A leading investment firm is hiring for an Administrative Assistant to support a legal & compliance team in their wonderful and collaborative team department.
Location: Greenwich, CT
Hybrid: 3-5 days in the office β flexibility as needed to come in if there is a deposition in the office, etc.
Hours: Core hours are 8:30-5:30 pm, flexibility for overtime as needed
Salary commensurate with experience - $70-85k base range+ paid overtime (5-8 hours/week that will add up!) + bonus + top benefits package
Responsibilities:
- Heavy calendar management via Outlook
- Handle billings, invoices, agreements, and contract management - this is really working in their legal systems and legal processing
- Provide back-up support to other legal admins on the team as needed
- Provide back-up support/coverage to reception as needed with 7:30-5:30 pm onsite hours
Skills and Requirements:
- 2-3+ years of experience - legal administrative support is highly preferred
- BA/BS preferred with solid academic performance
- Knowledge of Microsoft office products
- Exceptional organizational skills and attention to detail
- Ability to maintain process and meet deadlines
- Excellent judgement and someone who takes pride in their work
- Maturity and high degree of professionalism
Please submit your resume for consideration!
You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting /home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.
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.
A de novo bank focused on serving accredited investors through private credit and private equity investment activities is seeking a Chief Compliance & Legal Counsel. This executive leadership role is responsible for establishing and overseeing the bankβs legal and regulatory compliance framework from inception and serving as a trusted advisor to executive management and the Board of Directors.
Responsibilities
- Serve as the bankβs chief legal officer, advising the Board, executive management, and senior leadership on legal and regulatory matters.
- Interpret and apply federal and state banking laws and regulations applicable to a Federal Reserveβregulated banking institution.
- Advise on legal structures, documentation, and disclosures related to private credit, private equity, and alternative investment activities.
- Draft, review, and negotiate investment-related agreements, offering materials, subscription documents, and vendor and service provider contracts.
- Oversee corporate governance matters, including Board and committee materials, charters, resolutions, and regulatory correspondence.
- Manage relationships with external legal counsel, fund counsel, and regulatory advisors.
- Support regulatory interactions, chartering activities, and examinations with the Federal Reserve and other applicable authorities.
- Design, implement, and maintain a comprehensive compliance management framework aligned with the bankβs investment and investor-facing activities.
- Oversee compliance with applicable banking regulations, including BSA/AML, OFAC, privacy, conflicts of interest, and disclosure obligations.
- Establish and maintain policies and procedures covering investor onboarding, accredited investor verification, marketing and communications, and conflicts management.
- Monitor regulatory developments impacting private credit, private equity, and alternative investment activities within a Federal Reserveβregulated banking environment.
- Lead compliance oversight for regulatory examinations, audits, and remediation efforts.
- Develop and deliver compliance training for employees, management, and the Board.
- Partner with executive leadership to align legal and compliance frameworks with the bankβs strategic objectives.
- Build and scale the legal and compliance function, including future staffing and third-party oversight.
- Provide clear, practical guidance that supports growth while maintaining strong regulatory discipline.
- Prepare and present legal and compliance updates to the Board and relevant committees.
Qualifications
- Juris Doctor (JD) from an accredited law school; active bar membership in good standing.
- 10+ years of progressive legal and compliance experience within banking, alternative investments, or regulated financial institutions.
- Strong experience advising on private credit, private equity, or alternative investment structures for accredited investors.
- Deep knowledge of U.S. banking regulations and Federal Reserve supervisory expectations.
- Experience working directly with the Federal Reserve during examinations, chartering, or ongoing supervision.
- Proven ability to build compliance programs in a de novo or growth-stage institution.
- Executive-level communication skills with Boards, regulators, and senior leadership.
- Sound judgment, strong drafting skills, and a hands-on leadership approach.
HR Coordinator - Hedge Fund
Location: Greenwich, CT
A leading Private Credit firm is seeking a detail-oriented and proactive Human Resources Coordinator to support its People/Recruiting function. This role is ideal for someone who thrives in a collaborative environment, enjoys juggling multiple priorities, and brings a high level of professionalism and discretion to their work.
Responsibilities include:
- Coordinating a high-volume of interview logistics across virtual and in-person settings
- Supporting candidate experience throughout the interview and onboarding process
- Assisting with onboarding and offboarding activities, including employment documentation
- Maintaining accurate employee records and confidential files
- Providing administrative support to recruiting and HR initiatives
- Assisting with trainings, internal events, and team programs
- Managing scheduling, calendars, reporting, and ad hoc projects as needed
Qualifications:
- 3+ years of prior administrative experience required; HR or recruiting exposure is a plus
- Demonstrated experience handling extremely high-volume, fast-paced scheduling with competing priorities
- BA/BS Degree preferred
- Knowledge of Microsoft Office, Concur, Teams, and Workday a plus
- Strong organizational, communication, and time-management skills
- Exceptional attention to detail and ability to handle sensitive information
- Proactive, flexible, and resourceful approach
- Comfortable working in a dynamic, high-performance environment
- Proficiency with standard office tools; HR systems experience a plus
This is an excellent opportunity for someone looking to grow within HR while supporting a high-caliber team in a professional setting.
This pivotal role involves overseeing the underwriting discipline, ensuring profitable growth, and collaborating with various departments to maximize shareholder value.
The ideal candidate will have over 10 years of experience in commercial insurance underwriting and a proven track record of strategic leadership.
In this dynamic position, you will develop innovative solutions, manage a high-performing team, and influence key business decisions.
Join a forward-thinking organization that values integrity, collaboration, and excellence in underwriting.
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The company is an equal opportunity employer.
ResponsibilitiesThe Chief Underwriting Officer (CUO) reports directly to the President/CEO of a W. R. Berkley Operating Unit (various locations) and is a key member of the executive leadership team for that business. The CUO is responsible for the strategic planning and overall management of the underwriting discipline to ensure profitable growth. In collaboration with other departments, this role will be responsible for developing and executing the Operating Unit's underwriting strategy, with the goal of maximizing shareholder value and risk-adjusted returns. Key functions include but are not limited to:
- Oversee the development and management of all aspects of underwriting strategy, aligning with the overall strategic plan, and translating the strategy into clear underwriting guidelines and limits of authority.
- Establish underwriting authority levels and referral processes that both streamline decision-making and ensure underwriting excellence.
- Develop pricing and underwriting strategies to attain and improve profitable growth.
- Develop an efficient set of processes that deliver creative, customized underwriting and risk management solutions while meeting the expectations of our partners.
- Set strategic process for identifying, evaluating and managing emerging risks.
- Develop and manage both internal and external relationships in a way that strengthens trust in the business partnership.
- Manage the portfolio to reflect an appropriate balance between segments and diversification of line of business.
- Devise strategies and protocols to grow profitably during all market cycles.
- Establish policies and direct the analysis of information to support the development of products, services, and/or new programs (i.e., research and identify target businesses, competitor information, analyze industry and economic factors, etc.)
- Lead, direct, and has management accountability for corporate underwriting team with emphasis on building organizational capability, talent management, and promoting a culture of superior portfolio management and product underwriting.
- Assist in the maintenance of forms and rate filings for specific segments of business.
- Development, implementation, and maintenance of authority statements. Drafting of authority for other department managers and any relevant relationships.
- Lead for internal underwriting audit.
- Responsible for underwriting document filings, accuracy of data entries to systems and contract integrity for accounts underwritten.
- Meet as needed with the Senior Leadership Team and President to analyze, recommend, and report on the progress of objectives.
- Provide the leadership mentoring and guidance necessary to build and sustain a high performing workforce.
- Anticipate and plan for the future, with the capacity to collaborate with other senior management team members in a way that fosters innovation.
- BA/BS degree in a related field is ideal.
- Minimum of 10 years commercial insurance underwriting experience including products, property, workers compensation and automobile.
- Demonstrated ability to provide strategic and tactical leadership to a team of talented professionals.
- Demonstrated organizational skills, working with integrity and great strategic foresight - challenging norms while working collaboratively with colleagues at all levels of the organization.
- Strong interpersonal relationship and communication skills, as well as a desire to collaborate, build rapport, add value and effectively problem-solve with their direct support teams and the teams of the company.
- Exhibits a track record for finding innovative ways to bring teams together to problem-solve for greatest efficiency and effectiveness. Supportive and dedicated to solving the strategic and tactical execution needs of each respective company.
- Agile and decisive; can work with an ambiguous, fast-moving environment while also leading to clarity and solutions; adapts quickly and effectively to change.
- Well-versed in presentations, accustomed to addressing agents, vendors, and partners.
- Ability to influence and persuade through advanced written and verbal communication skills.
- Ability to travel up to 20% of time if necessary.
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This pivotal role involves direct engagement with members, transforming financial processes, and ensuring accurate, actionable insights for decision-making.
The ideal candidate will have a strong background in finance, excellent leadership qualities, and a passion for the hospitality sector.
This position offers a competitive salary range along with a bonus and benefits package.
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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 Clubβs 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 Americaβs Cup defenses, Olympic medals, and various championships. The annual Invitational Cruise blends competition with family fun, highlighting the clubβs 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 Clubβs 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 approachβpartnering 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 Clubβs future needs, make thoughtful decisions in the best interests of the organization, and build scalable processes that support AYCβs 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 Clubβs culture and helping AYC continue to thrive for generations to come.
KEY RESPONSIBILITIESStrategic & Financial Leadership- 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 Clubβs 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 Clubβs 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 Clubβs financial systems, championing automation and continuous process improvement.
- Oversee Clubβs 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.
- 5β7+ 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 wellβinformed forecasts and recommendations.
- Serviceβoriented leader with hospitality DNA, positive attitude, and collaborative, teamβfocused approach.
- Bachelorβs 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 AND BENEFITSSalary 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.
INSTRUCTIONS ON HOW TO APPLYPlease 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.
Cover Letter RequirementsPrepare 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.
Application DeadlineYou 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.
File Naming InstructionsSave your resume and letter in the following manner:
βLast Name, First Name - Resumeβ &
βLast Name, First Name - Cover Letter β American YCβ
(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.
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