Chatham Financial Senior Senior Jobs in Usa

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.

• Chatham, NJ
• Morristown, NJ
• Florham Park, NJ
• Madison, NJ

Why FOX Rehabilitation?

• Pioneer of Geriatric House Calls to older adults in their communities.

• Provide physical therapy services in a 1:1 setting to help abolish ageism.

• Drive rewarding patient outcomes.

• Facilitate clinically-excellent autonomous interventions.

• Benefit from the flexibility to create, control, and alter your treatment schedule.

• Be a part of an Interdisciplinary approach by a therapy team focused on functional outcomes.

Available Opportunities:

• Full-time/Part-time - Salaried with benefits

• PRN/Flex - PPU (Paid Per Unit)

• H1B - Able to provide sponsorship to those who need it that are qualified

• New Grads-FOX offers a widely recognized Emerging Professionals Mentor Program!

What you'll get:

• Clinical and non-clinical career growth opportunities

• Supportive Clinical Community

• Mileage reimbursement

• Unlimited access to continuing education

• Professional Certification Reimbursement

• Access to cutting-edge technology

• Medical, Dental, Vision, 401k (for those who qualify)

What you'll need:

• Valid Physical Therapy license in the state(s) of practice, or eligibility to apply

• Degree from an accredited physical therapy program

• Basic computer literacy skills

• Current CPR certification

Who is FOX? FOX is a primarily clinician-operated, professional private practice of full-time physical, occupational, and speech therapists, built on the foundation of Geriatric House Calls . Our one-on-one care fosters a rewarding environment, and therapists have the flexibility to shape their schedules for a successful work-life balance. Empowered by clinicians, FOX advocates for our people and believes in their significant contributions to our professional society.

Job Title: Senior Mortgage Processor

Department: Mortgage Lending

Department Location: Littleton, MA

Reports to: Senior Director, Mortgage Productions

Career Stream: Individual Contributor

Classification: Hybrid

Compensation: The base pay of the budgeted range is $25-35 per hour. Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

FUNCTION: Responsible for performing a variety of tasks to ensure that mortgage and home equity loan applications are processed accurately and efficiently. Ensures all files are complete and compliant with Workers Credit Union policies, investor requirements, mortgage insurance standards, and applicable government loan regulations.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:

*For Both Mortgage Processor and Senior Mortgage Processor:

1. Prepare and review initial disclosure packages, including Loan Estimates, ensuring accurate loan setup and compliance with loan program guidelines.
2. Deliver disclosure packages to members via eSign or mail, based on their communication preferences.
3. Order and track required third-party reports such as appraisals, title, flood certifications, tax transcripts, and employment verifications.
4. Review borrower documentation for completeness and alignment with AUS findings; request and collect any outstanding items.
5. Process home equity applications from approval to closing, including communication with members, delivering required documents, and clearing pre-closing conditions.
6. Monitor and review title and property condition reports, escalating any issues to underwriting as needed.
7. Ensure timely submission of loan files to underwriting; update the LOS with verified information and clear conditions as received.
8. Manage government loan files, including coordination with lenders, tracking conditions, and providing updates to borrowers, MLOs, and agents.
9. Track key milestones such as underwriting timelines, financing contingencies, closing dates, and rate lock expirations; communicate proactively with MLOs.
10. Prepare and issue revised Loan Estimates in compliance with TRID for any changes in circumstance.
11. Communicate approvals to all relevant parties and conduct pre-funding audits, including verbal employment verifications.
12. Support the closing process and ensure confidentiality of all borrowers and loan information.
13. Uphold the Workers Credit Union “Workers Way” culture through daily interactions and behaviors.
14. Perform other duties as assigned to support departmental and organizational goals.

*Additional Responsibilities for Senior Mortgage Processor:

1. Serve as a subject matter expert and resource for junior processors, providing guidance on complex loan scenarios, regulatory compliance, and internal procedures.
2. Support the training and onboarding of new team members and temporary staff in collaboration with processing leadership.
3. Take ownership of high-volume or high-complexity pipelines, including jumbo loans, construction loans, and government-backed programs.
4. Lead or participate in departmental initiatives aimed at improving processing efficiency, compliance, and member experience.
5. Support the implementation of policy updates, system enhancements, and procedural changes in coordination with mortgage processing leadership

Other Duties:

• May be asked to provide coverage in other WCU branches or departments.
• Adhere to all WCU policies and procedures which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
• Participates in department and/or organizational projects as directed.
• Performs other tasks or functions as required, requested, necessary or prudent.
• Maintains confidentiality of all member and credit union information and data.
• Regularly demonstrates behaviors as defined by the credit union’s Fundamentals, which are part of the Workers Way culture program.

Education

• High School Diploma or Equivalent Required.

Experience:

• 2-4 years of experience managing both first mortgage and home equity loan files from initial disclosure through closing. Skilled in reviewing and validating borrower documentation, ordering third-party reports, reviewing underwriting conditions, and ensuring compliance with TRID and investor guidelines. Proficient in using loan origination systems (LOS), coordinating with internal teams and external partners, and maintaining clear communication with borrowers to ensure timely and accurate closings. Known for attention to detail, efficiency in pipeline management, and delivering exceptional service while upholding confidentiality and organizational values.
• Additional Qualifications for Senior Mortgage Processor:
• 4-7 years of experience. Demonstrated ability to handle complex loan scenarios, including jumbo, construction, and government-backed loans. Experienced in mentoring junior processors, resolving escalated issues, and serving as a subject matter expert within the team. Proven track record of leading process improvements, maintaining high pipeline efficiency, and delivering exceptional service. Recognized for attention to detail, leadership, and commitment to confidentiality and organizational values.

Knowledge/Skills/Abilities/Competencies:

• A successful Processor possesses strong knowledge of mortgage products, regulatory guidelines (including TRID, RESPA, and HMDA), and loan processing procedures. Proficiency with loan origination systems, AUS platforms, and document management tools is essential. Key skills include attention to detail, strong organization, effective communication, and the ability to manage multiple files and deadlines simultaneously. The role requires a customer-focused approach, confidentiality, adaptability, and collaboration with internal teams and external partners to ensure efficient, compliant loan processing and exceptional member service.

Work Environment:

• Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• This is a largely sedentary role.
• While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
• This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.

About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!

Benefits:

• Comprehensive medical, dental and vision plans
• Basic life and AD&D insurance, short-term disability and long-term disability
• 15+ days of paid time off (PTO) per year
• Up to 16 hours of volunteer time off (VTO) per year
• 11+ paid holidays
• 401(k) that includes a Safe Harbor Match of up to 4%.
• Tuition Reimbursement Program
• Mental health resources including an Employee Assistance Program (EAP)
• Individualized learning and development programs

EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, vet

A career in IBM Consulting is built on long‑term client relationships and close collaboration worldwide. You’ll work with leading companies across industries, helping them shape their hybrid cloud and AI journeys. With support from our strategic partners, robust IBM technology, and Red Hat, you’ll have the tools to drive meaningful change and accelerate client impact. At IBM Consulting, curiosity fuels success. You’ll be encouraged to challenge the norm, explore new ideas, and create innovative solutions that deliver real results. Our culture of growth and empathy focuses on your long‑term career development while valuing your unique skills and experiences.

Currently, we are looking for a Senior Oracle Cloud Financials Solution Architect to join our team. This is a key role playing an integral part in our growing Oracle ERP practice. This is a full‑time position that can sit anywhere in the United States. Must be willing to travel to support clients onsite as needed.

The ideal candidate will have operated in a senior Architect capacity previously, is someone who can anticipate needs and take action to drive deliverables for continued project success. This position needs a leader who will not only architect solutions on implementations but also be part of a senior task force to help the practice grow. This includes maximizing sales opportunities by architecting and acting as the lead in creating Proposals, presenting and implementing Oracle ERP Cloud solutions to potential customers. The individual should be able to play multiple roles, be able to work in a very fast‑paced, enriching environment and is looking for a career rather than just a job.

The Solution Architect is responsible for the overall solution identification and architectural design for assigned projects and initiatives. Key responsibilities of the role are as follows:

• 
  
• Support client engagements to provide subject matter expertise in Oracle Cloud Financials implementations.
  
• Assume accountability for the solution design and the successful implementation of the full solution for on Oracle Cloud ERP Projects. May include hands‑on development, design, prototyping and/or other efforts required to keep the project on a successful track.
  
• Ensure that the proposed solution meets the client’s requirements, is architecturally complete, and all architectural risks are quantified within their assigned area.
  
• Ensures that the solution aligns with and utilizes the portfolio offerings that result in profitable revenue growth.
  
• Work with client stakeholders to evaluate the solution requirements and supports the management and traceability of requirements during the engagement
  
• Review Customer’s current process and the requirement and design customer specific solutions based on industry specific best practices
  
• Act as a technical interface to the client and assumes a proactive role for developing business opportunities.
  
• Lead implementation team in the execution of testing cycles including ensuring the completeness in the development of testing scenarios, test cases and test scripts.
  
• Implements quality solutions that meet the requirements and advises clients on AST offerings, strategy, designs, implementation approaches and alternatives / tradeoffs.
  
• Work with Project Manager and provide input to the project plan and work breakdown structure and assist in managing timelines and milestones to ensure timely completion of all deliverables
  
• Identify opportunities for new or follow‑on business and assists in creating change orders.
  
• Provide thought leadership to the growth of the Practice
  
• Participate in strategic planning activities and business case development.
  
• Participate in strategy presentations to clients including features, implementation approach, technical requirements, impacts, and benefits.
  
• Perform responsibilities including solution proposal management, solution design, solution review, risk analysis, proposal preparation and client presentations.
  
• Provide technical oversight for technical estimates created with standards tools, portfolio Work Breakdown Structures, statements of work and industry standard estimating techniques.
  
• Assumes a proactive role for developing business opportunities. Assists in presales cycles by creating architectural demo’s, effort estimates and proposal development.
  
• Maintains knowledge of technologies, industry trends, standards and design techniques.
  

• 
  
• 10+ years ERP implementation experience
  
• Played a Senior Solution Architect role on a minimum of 2 full lifecycle Oracle Cloud implementation projects in the USA
  
• Public Sector domain (city/state/local/county government) experience considered an asset
  
• Knowledge and experience in GASB Accounting and Reporting, Encumbrance Accounting, Fund Accounting, Projects and Grants Accounting and Management
  
• Hands‑on technologist with strong background in designing and building modular, scalable, testable enterprise systems in in Oracle Cloud Financials
  
• Ideal to have project exposure to other Cloud module areas such as: Supply Chain and HCM Applications
  
• Ability to work in a fast‑paced environment with a diverse group of people
  
• Capability to work independently, take initiative with minimal supervision yet can participate as a team member with a willingness to help where needed
  
• Excellent verbal and written communication skills, including ability to communicate clearly and concisely to all audiences of all levels, spanning from technical peers to executive management
  
• Organized and detailed oriented
  
• Ability to fully utilize Microsoft Office (Word, Excel, PowerPoint)
  
• Ability to adapt to new projects quickly with a can‑do, jump‑right‑in attitude
  
• Ability to work on multiple projects concurrently
  
• 4‑year Bachelor degree (or equivalent experience)
  

IBM is committed to creating a diverse environment and is proud to be an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

Senior Credit Risk Associate

Location: Chicago (Hybrid, 3 days per week)

Salary: $115,000 to $130,000 base plus 15 percent bonus paid quarterly

Visa sponsorship not available

A fast-growing, data-driven financial services company is seeking a Senior Credit Risk Associate to join its analytics function and support credit acquisition strategy. This role focuses on making disciplined, data-led credit decisions that balance growth, risk, and regulatory compliance.

This is a strong opportunity for an experienced credit analyst who enjoys combining hands-on analytics with strategic input and cross-functional collaboration.

The Role

The successful candidate will focus on pre-enrollment credit risk strategy and play a key role across the customer lifecycle.

Key responsibilities include:

• Developing and enhancing credit risk strategies across acquisition and early lifecycle stages
• Analysing application data, credit bureau reports, trade lines, and portfolio performance
• Partnering with model development teams on scorecards and machine learning models
• Monitoring early risk indicators and overall portfolio health
• Ensuring compliance with ECOA, FCRA, and UDAAP regulations
• Presenting insights and recommendations to senior stakeholders
• Collaborating closely with sales, operations, and legal teams
• Conducting market and industry research to inform strategy

About You

This role suits someone who is analytically strong, commercially aware, and comfortable influencing decision-making.

Required experience:

• 4+ years of experience in credit analytics, underwriting, or consumer lending
• Strong background in acquisition strategy and credit decisioning
• Advanced SQL skills
• Experience with Python or R preferred
• Familiarity with Tableau, Snowflake, and cloud data environments
• Experience working with credit bureau data, scoring models, and underwriting frameworks
• Background in consumer-facing financial services or lending

Interview Process

• Short SQL-based technical assessment
• Virtual interview with the hiring manager
• Final interview with senior commercial leadership

Why Apply?

• High-impact role within a growing analytics team
• Strong business performance without aggressive headcount expansion
• Clear exposure to senior stakeholders and decision-makers
• Comprehensive benefits including employer-paid healthcare, flexible time off, and a 401(k) with immediate vesting

The Company:
With deep expertise in chemistry, Nuvalent is working to create selective medicines designed with the goal to address the needs of patients with cancer. Nuvalent is an exciting early-stage company, bringing together experienced scientists and industry veterans with a proven track record in drug discovery, oncology drug development, and company building.

The Role:

Reporting to the Vice President, Accounting, the Senior Director, Tax and Treasury is a newly created position that will lead and serve as a key advisor for all tax and treasury matters for the company. As the head of tax, this position will be responsible for developing and implementing strategic tax planning and leading all aspects of the company's tax function, including managing third-party service providers engaged to assist with tax accounting, compliance, and reporting (including US federal and state, international, and indirect taxes) for a growing public biotech company. In addition, this role will be responsible for treasury activities, including managing the company's treasury portfolio to ensure optimal liquidity, risk management, and capital efficiency.

This position will be responsible for collaborating closely with cross-functional stakeholders, including Accounting, FP&A, Legal, Supply Chain, and external tax advisors and auditors, to support strategic business objectives and maintain compliance with global requirements. This role will also serve as a strategic advisor to leadership on tax implications of business decisions, requiring a blend of technical expertise, strategic vision, and strong communication skills.

Responsibilities:

• 
  
• Tax Planning and Strategy
  
  • 
    
  • Develop and execute appropriate tax planning strategies and recommendations in partnership with external tax advisors that align with the company's long-term business objectives.
    
  • Advise senior leadership on the tax implications of key business decisions, including providing analysis of the tax impact of proposed transactions and developing tax efficient solutions.
    
  • Proactively monitor and analyze changes in tax law to identify potential planning opportunities or issues, and communicate their impact on the company.
    
  • Lead special tax projects or studies such as transfer pricing, R&D tax credits, and/or other ad hoc initiatives, as needed.
    
  
  
  
• Tax Compliance
  
  • 
    
  • Collaborate with our third-party tax provider to accurately and timely prepare the filings of all federal, state, and local income tax returns, estimated payments, and extensions.
    
  • Manage any tax disputes, resolve notices and drive continuous improvement to reduce recurring issues, as needed.
    
  • Ensure all cross-border transactions are properly documented and supported for tax filing purposes.
    
  • Provide timely and accurate responses to tax-related inquiries from cross-functional teams.
    
  
  
  

• 
  
• Tax Accounting and Reporting
  
  • 
    
  • Manage third-party tax provider on the quarterly and annual income tax provision process in accordance with ASC 740.
    
  • Collaborate with Financial Reporting to ensure all tax-related disclosures in SEC filings (10-Q, 10-K) are prepared accurately and in compliance with US GAAP.
    
  • Maintain robust internal controls and documentation over tax processes, ensuring compliance with SOX 404(b) requirements and clear roles and responsibilities with relevant stakeholders.
    
  • Collaborate with external auditors and advisors to ensure a smooth and efficient tax reporting and compliance process, proactively implementing process improvements as needed.
    
    
    
  
  
  
• Treasury and Banking
  
  • 
    
  • Oversee global cash management and all banking, insurance and investment management partner relationships.
    
  • Evaluate treasury policies and procedures, identifying continuous improvement opportunities and leading implementation of treasury best practices.
    
  • Collaborate with FP&A on global cash management activities to ensure cash flows support current and future operational needs.
    
  • Manage fixed income investment portfolio and foreign exchange risk in line with corporate policies.
    
  • Oversee treasury management systems and controls to ensure compliance and efficiency.
    
  • Perform financial analysis of investment positions with an emphasis on maximizing return and improving liquidity, while minimizing risk.
    
  • Advise management on short-term and long-term financial objectives, policies, and actions.
    
    
  
  
  

Competencies Include:

• 
  
• Strong leadership skills with the ability to lead cross-functional initiatives.
  
• Excellent analytical and problem-solving skills, with the ability to translate complex tax issues into clear, actionable business insights.
  
• Proven ability to manage multiple priorities and meet tight deadlines in a fast-paced, evolving environment with a hands-on approach.
  
• Proven ability to manage the complexities of a multi-state tax footprint and international tax matters.
  
• A proactive attitude and ability to anticipate the needs of the team with a commitment to continuous process improvement.
  
• Excellent written and verbal communication skills with ability to communicate with all levels of the company.
  

Qualifications:

• 
  
• Bachelor's degree in Finance, Accounting, or related field; CPA or MST preferred.
  
• 12+ years of progressive tax experience, with a mix of Big 4 and in-house corporate experience, ideally in the life sciences or biotech industry; global treasury experience strongly preferred.
  
• Strong technical knowledge of US federal and state tax law, ASC 740, and international tax regulations; experience with indirect taxes.
  
• Experience working at a public company, SOX 404(b)-compliant environment.
  

Additional Information:

Nuvalent is committed to fair and equitable compensation practices, aiming to provide employees with competitive total rewards packages.

The targeted salary range below reflects what Nuvalent reasonably and in good faith expects to offer for this position at the time of posting, but the final salary determination may be within or outside this range based on various factors, including, but not limited to, experience, skills, education, and market factors. The range will be reviewed regularly and is subject to change.

Nuvalent also offers a comprehensive benefit package to support our employees at each stage of their career, financial, health, and well-being journey, including medical, dental, and vision insurance, 401(k) retirement savings plan, generous paid time off (including a summer and winter company shutdown), and much more

Nuvalent provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to religion, race, creed, color, sex, sexual orientation, alienage or citizenship status, national origin, age, marital status, pregnancy, disability, veteran or military status, predisposing genetic characteristics or any other characteristic protected by applicable federal, state or local law.

Nuvalent is aware that many companies are dealing with fraudulent job postings on third-party employment search sites and/or individual(s) or entities claiming to be employees of such companies. Those involved are offering fraudulent employment opportunities to applicants, often asking for sensitive personal and financial information, and using such information for criminal activities.

Please be advised that all legitimate correspondence from a Nuvalent employee will come from "@ " email accounts. Automated system response emails from our Greenhouse applicant tracking system come from a " " email address. There are no variations of these email addresses and Nuvalent would not request personal and/or financial information via email. Job opportunities would only be extended after a completed job application is submitted by a candidate and a thorough interview process including 1:1 and/or group interviews via phone, video conferencing and/or in-person.

If you believe you have been contacted by anyone misrepresenting themselves as an employee of Nuvalent, please contact Nuvalent at 857-357-7000. Thank you.

Job Description:

Berklee is searching for an analytical and proactive Senior Finance Accountant to join our Accounting team. If you are a financial professional who thrives in a mission-driven environment and enjoys the intersection of technical accounting and innovation, this is your chance to shine. At Berklee, every spreadsheet and reconciliation directly supports our student-centered goal: providing world-class musicians and performers with the resources they need to succeed. At Berklee, your work directly supports the next generation of creative leaders.

About the Role & Responsibilities

Reporting to the Director of Accounting, the Senior Finance Accountant oversees the integrity and control of Berklee's financial records. This role is the primary lead for Property, Plant, and Equipment (PP&E), lease accounting, and bond compliance. This is a vital position that ensures our physical campus and financial assets are managed with precision.

Key Responsibilities:

• Capital Asset Management: Oversee the purchasing, tracking, depreciation, and reporting for all PP&E. You'll review capital accounts within Workday, manage routine inventories, and provide monthly depreciation forecasts.
• Lease Accounting (ASC 842): Manage rental income and lease reconciliations. You'll ensure rent expenses, right-of-use assets, and liabilities are recorded in strict accordance with ASC 842 standards, keeping pace with FASB changes.
• Bond Compliance: Handle bond-related accounting and assist leadership with annual reporting and compliance requirements.
• Reporting & Audits: Support the Director of Accounting with annual filings (such as 3ABC and Census Bureau surveys) and prepare comprehensive work paper packages for the fiscal year-end audit.
• Month-End Close: Assist the Assistant Controller with journal entries and reporting to ensure a smooth and accurate close process.
• Process Improvement: Create and update procedural manuals to ensure the accounting team remains efficient and innovative.

What You'll Bring

We are looking for an organized teammate who can work independently and make sound decisions in a fast-paced environment.

Key Requirements:

• Bachelor's degree in Finance or Accounting.
• 5+ years of accounting experience (experience in higher education or non-profits is a plus).
• Strong technical knowledge of ASC 842 lease standards.
• Proficiency in modern accounting software and spreadsheet applications (experience with Workday is highly desirable).
• A detail-oriented mindset with the ability to manage multiple projects simultaneously.
• Excellent interpersonal and communication skills to collaborate with colleagues and constituents across the institution.

Berklee Culture & Benefits

Berklee's mission is to educate, train, and develop the world's most inspired and innovative artists. You'll be part of a passionate, diverse, and global community dedicated to this vision.

Here, you'll find:

• A mission-driven culture where your ideas matter and your impact is visible.
• A diverse and inclusive community committed to lifelong learning and collaboration.
• Generous Paid Time Off (PTO) and paid holidays, including a winter break, to support work-life balance.
• Comprehensive health, dental, and life insurance plans.
• Tuition benefits for you and your family, including free or discounted courses.
• Retirement planning with a 403(b) plan and matching contributions.
• Access to unforgettable performances, guest artists, and events.

Join us in ensuring the financial foundation of the future of music and performance!

Hiring Range: $95,000 to $113,000; salary dependent on relevant experience and education.

Please visit the Total Rewards page to learn more about the benefits of working at Berklee.

This document does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.

Diversity, Equity, Inclusion & Equal Employment Opportunity at Berklee:

We support an inclusive workplace where everyone excels based on personal merit, qualifications, experience, ability, and job performance. Berklee affirms that inequality is detrimental to our faculty, staff, students, and the communities we serve. Our goal is to make lasting change through our actions. Berklee is committed to providing fair and equitable consideration of all employees and applicants without regard to race, color, religion, ancestry, age, national origin, place of birth, gender, sexual orientation, gender identity or expression, disability, genetic information, or status as a member of the armed forces or veteran of the armed forces, or any other category protected by federal, state, or local law.

As part of this commitment, Berklee will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Team at or call 617-747-2375.

*Currently enrolled Berklee students are not permitted to apply for staff or faculty positions.*

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 .

Position Summary

HASI is seeking a Senior Associate to join our accounting team in Annapolis, MD. The Senior Associate will collaborate across the company to perform monthly close, transaction processing and financial reporting activities. This is an excellent opportunity for an individual seeking intellectually engaging work and the chance to grow within a dynamic organiziation.

Salary Range

Expected salary range of $80,000-$100,000, based on experience and location. In addition, HASI offers an annual bonus program; 401(k) with company match; an equity incentive program; comprehensive medical, dental and vision benefits; paid time off for vacation, holidays, and sick days; and much more.

Responsibilities

• 
  
• Accounts Payable
  
  • 
    
  • Lead the processing and coding of vendor invoices and other payables in the accounts payable system ( ), ensuring accuracy and completeness in coding, approvals and supporting documentation
    
  • Perform reconciliations between general ledger and
    
  • Proactively investigate and resolve paybles requests with AP clerk
    
  
  
• Cash
  
  • 
    
  • Maintain daily cash activity tracker and report for executive leadership. Typical cash activity includes collections from our investments, outflows for new investments and debt service on our borrowings.
    
  • Record corporate cash receipt journal entries, including coordinating with other departments to investigate non-routine transactions and obtain supporting documentation
    
  • Perform monthly bank reconciliations
    
  • Maintain distribution tracker for equity method investments
    
  
  
• Corporate Credit Card
  
  • 
    
  • Review monthly corporate credit card expense reports for completeness, proper coding, and required supporting documentation
    
  • Prepare monthly journal entry
    
  
  
• SEC filings
  
  • 
    
  • Prepare disclosure schedules
    
  • Assist in organizing supporting documentation
    
  
  
• Serve as a reliable and helpful point of contact for inquiries and requests from auditors and internal departments
  

Education and Prior Work Expereince

Other Competencies

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE TEAM

The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight).

ABOUT THE ROLE

The Analyst, Senior Analyst and Associate roles are responsible for working closely with Client Relations Representatives and Senior Client Relations Representatives in order to support the maintenance of client accounts and relationships within the firm.

Primary Responsibilities

• Support the maintenance of existing client accounts.
• Assist with team projects and initiatives.
• Establish familiarity with internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc.
• Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc.
• Support the termination of client accounts as requested.
• Establish working relationships with Distribution and other internal teams on existing client relationships.
• Establish working relationships with external contacts for new accounts and activity for existing clients.
• Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage.
• Support the provision/refreshing of portfolio analyses with existing clients.

Job Requirements

• 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
• 0-4+ years proven experience working with financial services advisors / money managers.
• Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus.
• Relationship-building skills and ability to thrive in a team environment.
• Keen interest in and understanding of investment products and financial instruments such as equities and fixed income.
• Established communication skills - both internally/externally in written/oral/auditory essential.
• Familiarity with MS Office and the ability to learn additional internal/ external software programs.
• Resourcefulness, problem solving, and organization (ability to prioritize effectively)
• Willingness to work in fast-paced environment with hourly deadlines with attention to detail.
• Flexible, willing, and able to work long hours as needed.

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Expected base pay rates for the role will be between $60,000 and $90,000 per year at

the commencement of employment. However, base pay if hired will be determined on an individualized

basis and is only part of the total compensation package, which, depending on the position, may also

include commission earnings, incentive compensation, discretionary bonuses, other short and long-term

incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are looking to hire a Sr. Field Auto Appraiser supporting the San Diego Metro, CA area.

As a dedicated Sr. Auto Appraiser, you will within defined guidelines and framework responsible for the investigation, negotiation, evaluation and appraisal of vehicle damage claims for both repairable and total loss vehicles to ensure estimate accuracy in compliance with state laws and regulations. Accountable for delivering exceptional member service through setting appropriate expectations, proactive communications, advice, and empathy.

What you'll do:

• With the use of digital tools, evaluates and appraises highly complex auto physical damage claims in accordance with the terms and conditions of the contract, corporate guidelines and state laws and regulations.

• Investigate claim damages including communicating with the insured, internal claims adjusters, and third parties/vendors. May require face-to-face interactions with members and third parties.

• Review facts of loss and vehicle damage to determine if subrogation opportunities exist and ensures all supporting physical damage documentation is in the claim.

• Demonstrate advanced knowledge of P&C insurance industry products, services, contracts, and internal processes/systems/procedures to ensure compliance with laws, regulations, and policy provisions.

• Review claims/suppliers for fraud indicators and refers to Special Investigations Unit for handling, if applicable.

• Maintain accurate and current claim file documentation throughout the claims process for complex claims.

• Maintain high standards of productivity through effective desk management, timely follow ups, and accurate mapping of repair plan and timeline for repair in support of fast and accurate claims adjudication.

• Responsible for reviewing additional damages received from repair facilities to either complete a supplement or triage to field provider method of inspection.

• May serve as a subject matter expert representative for disputed claims or trials. Serves as a resource to team members on escalated issues of a routine nature.

• Partner with vendors and internal business partners to facilitate highest complexity claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance.

• Proactively provide policyholders with information regarding their coverage, repair estimate or total loss valuation, and claims/repair process while setting appropriate expectations.

• Support workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.

• May be assigned CAT deployment travel with minimal notice during designated CATs.

• Work various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.

• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• High School Diploma or General Equivalency Diploma.

• 2 years of auto appraising experience.

• Proficient knowledge of P&C insurance policy contracts and coverages, auto parts distribution process and claim appraisal process and procedures.

• Advanced working knowledge of estimating losses using CCC or similar estimating platforms.

• Demonstrated written and verbal skills to communicate with members, claimants, repair facilities, and other internal and external stakeholders.

• Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.

Physical Demand Requirements:

• May require the ability to operate a company vehicle within assigned territory.

• May require the ability to reach, handle, squat, bend, climb, and kneel as needed to complete inspections of damaged vehicles.

• May require the ability to work outdoors in inclement weather conditions; May be exposed to working in body shop and/or salvage yard environments up to 25% of the time.

• May be required to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver’s license.

Compensation range: The salary range for this position is: $63,590 - $121,530.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Senior Legal Counsel

Step into a high impact role with Mitsubishi HC Capital America as a Senior Legal Counsel, where your commercial finance expertise, sharp judgment, and negotiation skills will directly shape complex lending and leasing deals. If you thrive on solving sophisticated legal challenges and partnering closely with the business, this opportunity is built for you.

HYBRID: 3 days/week in Itasca, IL

THE ROLE: STRATEGIC LEGAL PARTNER

As a Senior Legal Counsel, you will serve as a trusted legal advisor supporting commercial finance originations, regulatory compliance, supplier management, and day‑to‑day corporate legal needs. You’ll partner with leaders across Sales, Operations, Credit, Capital Markets, and the North American Legal Department to provide actionable legal guidance and ensure compliant, efficient business operations. You will play a key role in balancing legal risk with strategic business objectives while providing business oriented solutions.

KEY RESPONSIBILITIES:

Transactional Support

• Lead transactions for equipment loans, leases, and commercial financing arrangements
• Draft, review, and negotiate vendor program agreements, capital markets agreements, customer finance contracts, leasing contracts, loan agreements, and related commercial documentation
• Identify and mitigate legal and operational risks related to lending, leasing, and commercial finance products

Supplier Management & Third‑Party Risk

• Provide legal guidance on supplier onboarding, risk assessments, performance monitoring, and dispute resolution
• Partner with Procurement and Operations to mitigate risks tied to supplier agreements

Regulatory Monitoring

• Track and advise on U.S. federal and state regulations (commercial lending, leasing, consumer protection, data privacy)
• Collaborate with Compliance to integrate regulatory changes into policies, processes, and documentation

Compliance Support

• Support internal reviews, audits, and compliance inquiries
• Assist in drafting, implementing, and updating compliance policies and procedures

External Counsel Management

• Support selection and oversight of external counsel for transactions and litigation
• Ensure cost‑effective, high‑quality representation aligned with business needs

Department Operations

• Support legal technology, template management, and continuous process improvement
• Contribute to departmental workflow efficiency and operational standards

WHAT YOU BRING TO THE TABLE

• Juris Doctorate
• 5+ years of commercial finance legal experience, including equipment leasing, lending, and secured transactions
• Strong understanding of U.S. federal and state laws, UCC Articles 2 & 9, and commercial regulatory requirements
• Experience in litigation, restructuring, workouts, and distressed asset negotiations
• Proven contract drafting and negotiation experience across commercial finance sectors
• Ability to research and interpret laws, regulations, and case law, and provide practical guidance
• Strong communication and cross‑functional collaboration skills
• Skilled in drafting clear, enforceable agreements and refining contract templates
• Technology‑savvy with capability to leverage legal tech and AI tools
• Licensed and in good standing to practice law in Illinois, or eligible for in‑house counsel licensing
• Willingness to pursue professional development & CLE with emphasis on commercial finance and regulatory compliance
• Occasional travel for industry events and business site visits

COMPENSATION: $177,000 – $195,000; based on experience. This role is also eligible for a year-end bonus.

BENEFITS & PERKS

Experience a comprehensive package designed to fuel your personal and professional journey:

• Top-Tier Health & Insurance: Medical, dental, vision, life & AD&D with low premiums; prescription drug coverage
• Financial Security: 401K with immediate vesting and up to 4.5% match; RSP contributions day one; HSA contributions; flexible-spending accounts
• Time Off: Competitive vacation time, plus 10 scheduled holidays
• Wellness & Lifestyle: Annual fitness reimbursement; virtual fitness membership; Stress management tools; Employee Assistance Program for confidential support and coaching
• Professional Growth: Tuition reimbursement after one year; dedicated development budget
• Culture: Transparent, collaborative environment with a supportive, family-like team

MAKE A VISABLE IMPACT: Apply now or forward your resume directly to:

Mitsubishi HC Capital America is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, status, religion or belief, marital status, or pregnancy and maternity.

Gallagher's HR & Organizational effectiveness team provides expert guidance and hands-on support in HR, Recruiting, and Payroll to help organizations stay focused on achieving their strategic business goals.

Company Description

LendBull LLC is a fast-growing business funding and financial solutions firm based in Manalapan, NJ. We specialize in helping small and medium-sized businesses access working capital, growth funding, and strategic financing solutions quickly and efficiently. Our approach is relationship-driven, transparent, and performance-focused, we prioritize long-term partnerships over one-time transactions.

Our team operates in a high-energy, results-oriented environment where strong communication, accountability, and consistency are valued. We provide our clients with real solutions that impact their ability to scale, hire, and operate with confidence.

If you thrive in competitive sales environments, value integrity, and want to build real earning potential in a growing company, LendBull offers the platform to do it.

Role Description

This is a full-time on-site role for a Senior Sales Representative located in Manalapan, NJ. The Senior Sales Representative will focus on cultivating relationships with potential clients, maintaining existing client accounts, and identifying new sales opportunities. Day-to-day activities include conducting sales presentations, negotiating contracts, maintaining thorough product knowledge to provide tailored solutions, and achieving sales targets. This role involves collaborating with team members and ensuring exceptional customer service to drive client satisfaction and long-term partnerships.

Qualifications

• Proven experience in sales, business development, and relationship management
• Excellent communication, negotiation, and interpersonal skills
• Strong organizational, analytical, and problem-solving abilities
• Proficiency in CRM tools and sales-related software
• Proactive, self-motivated, and results-driven attitude
• Ability to work independently and efficiently in a fast-paced environment
• Familiarity with the financial services or lending industry is a plus