Daley And Associates Llc Jobs in Usa

Director of FP&A - Ronkonkowa NY - Manufacturing/Consumer Goods

Our team is working with a leading manufacturer & online retailer of health products looking to hire a Director of FP&A to their growing team. Reporting to the CFO, the  role will lead budgeting, forecasting, and long-range planning across manufacturing, supply chain, and commercial operations, acting as a strategic partner to leadership. The position oversees production budgets, standard costs, and monthly variance reporting, while analyzing COGS, inventory, and gross margin performance to drive operational efficiency and profitability. The role also supports pricing, trade spend, working capital optimization, and capital investment decisions, delivering clear financial insights that inform strategic and day-to-day business decisions.

This role is a full time hybrid position (3 days in 2 at home) that will offer between 190-220K base, bonus, & excellent benefits. If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at

Responsibilities:

• Lead the annual operating plan, long-range strategic planning, and rolling forecast processes across manufacturing, supply chain, and commercial functions.

• Partner with Operations to develop detailed production budgets, labor and overhead models, and standard cost assumptions.

• Build and maintain robust financial models to analyze capacity utilization, SKU-level profitability, product mix, and pricing strategies.

• Oversee monthly financial reporting packages, including variance analysis (volume, price, mix, labor, overhead, absorption) and actionable commentary for senior leadership.

• Analyze cost of goods sold (COGS), manufacturing variances, inventory reserves, and gross margin drivers; provide insights to improve operational efficiency and profitability.

• Support inventory planning and working capital optimization, including slow-moving and obsolete inventory analysis.

• Collaborate with Supply Chain and Procurement on raw material cost forecasting, vendor pricing trends, and contract impact analysis.

• Develop dashboards and KPIs to monitor plant performance, production yields, scrap rates, and throughput metrics.

• Partner with Sales and Marketing to evaluate promotional effectiveness, customer profitability, and trade spend ROI.

• Support capital expenditure planning, including ROI analysis and post-investment performance tracking.

• Enhance financial systems, reporting automation, and data integrity.

• Present financial results and strategic recommendations to executive leadership.

Qualifications: 

• 12+ years of progressive FP&A experience, preferably within consumer goods, CPG, or manufacturing environments.

• Strong understanding of standard costing, absorption accounting, and manufacturing variance analysis.

• Advanced financial modeling skills with the ability to translate complex data into clear business insights.

• Experience supporting multi-channel distribution (e-commerce, retail, wholesale) is a plus.

• ERP system experience required; experience with NetSuite or similar platforms strongly preferred.

• CPA, MBA, or CMA preferred.

• Strong executive presence with the ability to influence cross-functional stakeholders.

• Provide executive support to the CEO and C-Suite leaders, while overseeing day-to-day office operations
• Manage complex calendars, meetings, and domestic and international travel
• Prepare and manage executive correspondence, presentations, and briefing materials
• Coordinate executive, board, and investor/client meetings, including agendas, materials, and logistics
• Track priorities and ensure timely follow-through on action items
• Oversee office operations, including vendor management (IT, facilities, supplies, security), onboarding support, and workspace logistics
• Serve as the primary point of contact for office needs and a trusted liaison for internal and external stakeholders
• Handle confidential information with discretion and support special projects as needed
• Perform additional responsibilities as needed
  

• Bachelor’s degree (required)
• 3-5+ years of executive, administrative, and office assistant experience in investment management, financial services, or related professional services 
• Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel, and Outlook)
• Fluency in English and Spanish, with the ability to communicate professionally in both written and verbal contexts (preferred, but not required)
• Strong organizational, time management, and prioritization skills
• High degree of professionalism, discretion, and sound judgement
• Exceptional follow through skills with strong attention to detail
  

• Conduct clearance searches using online databases, and review and analyze cited references for potential conflicts.
• Preparing patent applications for filing with the US Patent and Trademark Office
• Evaluating the underlying technology of inventions
• Opinion writing, client counseling
• Litigation support
• Accurately prepare, obtain, and file documents related to all phases of patent prosecution, including, but not limited to, requests for client instructions; assignments; information disclosure statements; and responses to office actions.
• Prepare and file trademark applications, amendments, statements of use, assignments, renewal applications, and other trademark-related documents with the United States Patent & Trademark Office (USPTO) and foreign trademark offices.
• Maintain and manage a prosecution docket and follow up on trademark docket, including ensuring that all trademark-related deadlines are accurately recorded and monitored ensuring due dates and deadlines are met.
• Provide support in litigation and enforcement matters, including preparing exhibits and discovery materials, and conducting research as needed.
• Providing technical assistance on projects.
• Account for all hours worked daily by entering time into the firm's timekeeping system in order to achieve the billable goal as established by practice management.
• Correspond with clients to report on the status of active matters and to respond to client inquiries.

• Bachelor's degree and Paralegal Certificate from an ABA (American Bar Association) recognized program or equivalent experience in legal support.
• 4+ years' experience as a Patent Paralegal with U.S. and/or foreign prosecution knowledge.
• Preparation and filing of information disclosure statements and formal documents experience (i.e., assignments, declarations, office action shells, etc.) is preferred.
• Ability to meet the firm's billing requirement
• Willingness to assist other team members when needed and ability to work well within a team-oriented environment.
• Strong organizational skills and attention to detail.
• Excellent interpersonal skills.

• Lead and manage a team of Policy Issuance Specialists focused on stop loss insurance
• Oversee accurate and timely issuance of insurance policies
• Ensure producer licensing and appointment verification across jurisdictions
• Act as a key compliance partner, maintaining adherence to regulatory requirements
• Collaborate with Sales, Claims, Finance, and Client teams to support new group implementations
• Participate in product development initiatives and business analysis projects
• Identify process improvements to enhance efficiency, accuracy, and scalability

• Experience in stop loss insurance, policy issuance, or related insurance operations
• Prior people management or team leadership experience
• Strong understanding of compliance, licensing, and regulatory requirements
• Highly organized with excellent attention to detail
• Collaborative communicator comfortable working across departments
• Ability to balance operational execution with strategic initiatives

• Leadership opportunity within a stable, growing organization
• Exposure to product development and cross-functional strategy
• Competitive compensation and benefits
• Meaningful impact on operational excellence and client experience

Senior Stop Loss Underwriter

Location: United States (Hybrid/Remote options available)

Salary Range: $85,000–$105,000 + bonus/benefits.

A growing insurance organization is seeking a Senior Stop Loss Underwriter to join its expanding team. This is an exceptional opportunity to work in an entrepreneurial, collaborative environment with the stability of a larger organization.

What You’ll Do

• Develop sound specific and aggregate stop loss pricing recommendations for prospective and inforce employer stop loss accounts
• Analyze large claims datasets to identify medical expense drivers prior to nurse review
• Partner with internal sales teams, brokers, TPAs, and clients to drive growth and implement successful plan designs
• Participate in the sales process by providing underwriting guidance and strategy
• Make independent underwriting decisions within authority limits while maintaining thorough documentation
• Mentor junior underwriters, analysts, and trainees
• Collaborate with administration to ensure audit compliance and adherence to underwriting policies
• Maintain a profitable book of business aligned with departmental goals

What We’re Looking For

• Bachelor’s degree (or equivalent work experience)
• Minimum 5 years of experience in medical stop loss underwriting
• Deep knowledge of healthcare payers, plan administration, and medical service providers
• Strong analytical, risk management, and pricing skills
• Exceptional organizational, time management, and attention to detail
• Excellent communication and interpersonal skills, capable of collaborating with internal and external stakeholders
• Comfortable in a fast-paced, evolving environment

Why This Role

• Opportunity to lead and shape underwriting decisions for a growing portfolio
• Work in a high-impact, entrepreneurial culture with strong leadership support
• Competitive compensation, bonus, and benefits package
• Meaningful role contributing to organizational growth and client success

Interested candidates are encouraged to send their resume directly to Kyle Archer at

• Collaborate with the Compliance Reporting Team, assisting in daily compliance reporting activities and operational processes.
• Perform and deliver compliance reporting, including, but not limited to, client reporting, corporate reporting, investment reporting, and regulatory reporting.
• Develop and maintain working knowledge of reporting requirements related to investment and corporate compliance for US and non-US jurisdiction.
• Perform research and analysis related to compliance reporting, staying up-to-date on industry trends, standards, and guidelines.
• Contribute to additional reporting responsibilities, including management reporting and regulatory reporting.
• Perform ad-hoc tasks and projects as needed.

• Bachelor’s degree in Finance, Economics, Business, or related field.
• Knowledge of financial regulations, such as the 1940 act
• 1-3+ years of compliance reporting experience in investment management or financial services.
• Experience performing client reporting and corporate compliance reporting functions in investment management or financial services.
• Strong experience leveraging compliance reporting systems and tools.
• Proficiency in basic data analysis (Excel, Tableau, PowerBI).
• Working knowledge of compliance reporting and regulatory frameworks, and willingness to stay up-to-date on industry trends and standards.
• Ability to analyze data and meet complex reporting requirements.
• Proven ability to work independently and collaboratively.
• Strong organizational skills and attention to detail.

• Competitive Compensation
• Excellent Benefits
• Great Work Culture
• Room for Career Growth and Advancement

• Engineering Degree or equivalent Technical experience and knowledge
• 5-10+ years of construction and pre-construction estimating experience
• Knowledge of construction costs and cost controls
• Strong understanding of pre-construction and construction estimates and how to put together an estimate
• Excellent Communication, Customer Service, and Interpersonal skills
• Willingness to be in office and travel to sites as needed

Underwriting Program Manager – Stop Loss (Fully Remote or Hybrid – Hartford, CT Area)

A growing insurance organization based in Hartford, CT is looking to add an experienced Underwriting Program Manager to oversee a dedicated block of Specific and Aggregate Stop Loss business. This is a key leadership role with ownership over pricing strategy and underwriting results, offering the opportunity to make a real impact within a collaborative, entrepreneurial environment.

The position can be fully remote, with a hybrid option (2 days onsite) for candidates located within 50 miles of Hartford.

Compensation: $130,000–$160,000 base salary

Responsibilities: 

• Evaluate case information and risk factors to develop competitive and sound pricing recommendations for both new and in-force Specific and Aggregate Stop Loss accounts, in alignment with underwriting guidelines.

• Review large claim data in advance of clinical review to identify potential high-risk drivers and determine appropriate next steps.

• Build and maintain strong working relationships with sales partners, brokers, TPAs, underwriters, and other internal and external stakeholders.

• Advise clients and partners on stop loss structures and plan design considerations to ensure appropriate risk protection.

• Partner with the sales team throughout the quoting process to help position proposals competitively and strategically.

• Exercise independent underwriting authority while ensuring complete and accurate file documentation.

• Analyze submissions that fall outside standard guidelines and prepare well-supported exception recommendations for senior leadership review.

• Present clear risk assessments, financial impact analysis, and strategic rationale to support executive decision-making.

• Review, approve, or decline cases within authority, while offering guidance and alternative structuring recommendations to team members.

• Oversee assigned program workflow to ensure timely turnaround and balanced distribution of work across underwriting staff.

• Identify and evaluate key medical cost drivers impacting both new business and renewal accounts.

• Provide input to senior leadership on enhancements to underwriting guidelines, policies, and best practices.

• Mentor and develop underwriting team members to strengthen technical expertise, risk evaluation skills, and overall performance.

• Deliver ongoing coaching and structured feedback to drive consistent service standards and productivity.

• Partner with administrative teams to ensure documentation supports audit readiness and compliance requirements.

• Manage the portfolio to achieve targeted profitability and performance objectives.

Qualifications:

• Knowledge and understanding of healthcare payers, health plan administration, and medical service providers.

• Bachelor’s degree or equivalent industry experience

• 10+ years of medical stop loss underwriting experience

• Prior leadership experience (3+ years managing or mentoring underwriters preferred)

• Strong knowledge of stop loss pricing, risk evaluation, and healthcare cost drivers

• Proven ability to lead teams while partnering effectively with sales and external stakeholders

• Strong analytical and decision-making skills

• Highly organized with the ability to thrive in a fast-paced setting

What’s Offered

• Competitive base salary

• Employer-paid health insurance

• 401(k) with company match

• Flexible remote or hybrid work options
  
  For immediate consideration, please email your resume to Ellie Boyd at
  
  

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   

 

• Analyze monthly fixed income portfolio asset reports for client accounts
• Submit daily/monthly asset and cash reconciliations for custodian banks
• Monitor cash flows, daily expenses, collateral holdings and income receivables for client portfolios
• Research and report variances and incorrect holdings within accounts and maintained correspondence with banks on any account issues, monitoring futures and options within client portfolios, ensuring swaps reported correctly
• Use Bloomberg to research portfolio discrepancies between the organization and the Bank
  

• B.S. in Finance or Economics
• GPA above 3.0 
• 0-1 years of experience (internships included)
• Strong Excel Skills (v-lookups & pivot-tables)
• Ability to work well in a team
• Demonstrated interest in Investment Operations
• Excellent communication and interpersonal skills 
• Detail-oriented, highly organized, and eager to learn 
  

• Research and resolve trade discrepancies by interacting with brokers and custodian banks
• Instruct trades and trade amendments
• Prepare wire transfers to fund investment activity
• Process and reconcile trade activities
• Process cash transactions
• Perform daily/monthly asset and cash reconciliations
• Settle trades and foreign exchanges
• Asset position reconciliation
• Research and report variances and incorrect holdings
• Daily and monthly client reporting
• Analyze monthly portfolio asset reports for client accounts
• Monitor cash flows, daily expenses, collateral holdings, and income receivables for client portfolios
• Use Bloomberg to research portfolio discrepancies 
  

• Bachelor’s Degree (preferably in Finance)
• Internship(s) or similar work experience
• Team player with a strong focus on getting the job done within established strict timeframes
• Knowledge of MS Office applications and spreadsheet proficiency

Legal Administrative Assistant - Boston, MA

We are seeking candidates for a Legal Administrative Assistant position with a leading law firm located in Boston, MA. The Legal Administrative Assistant position supports the firm's Private Client and Trust Group, supporting 2-3 attorneys and providing back-up assistance to additional team members as needed. This position will be responsible for managing multiple priorities, producing complex legal documents with precision, and handling substantial administrative responsibilities while maintaining frequent and professional client contact. The ideal candidate will have 4+ years of legal administrative or secretarial experience preferable in Trust and Estate, Private client or Family Office.

This is a permanent position that will pay a base salary between $80,000 - $85,000 (depending on experience). This role supports a hybrid work model, onsite 4 days per week in their Boston office.

Responsibilities:

• Manage multiple priorities in a fast-paced environment while meeting deadlines with accuracy and attention to detail.
• Prepare and revise complex legal documents and correspondence with a high level of technical proficiency.
• Provide comprehensive administrative and executive-level support, including calendar management, scheduling, and time entry.
• Serve as a professional point of contact for clients, maintaining discretion and confidentiality.
• Support two to three attorneys as a primary assignment and provide back-up assistance to additional legal personnel as needed.

Qualifications:

• Bachelor's degree required in related field (required)
• 4+ years of progressive legal administrative/secretarial experience, preferably in Trust & Estates, Private Client, or Family Office environments.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat. Experience with 3E and NetDocuments strongly preferred.
• Notary Public Certification (preferred)
• Strong organizational and project management skills with the ability to manage multiple priorities simultaneously.
• Exceptional attention to detail and accuracy in document preparation.
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team

If you are interested in learning more about this opportunity, please email your resume to Olivia at

• Experience with 9A Filings REQUIRED
• Experience with Federal and State E-Filing REQUIRED

• Handle highly confidential materials

• Proofread and edit documents
• Transcribe and edit correspondence and documents
• Manage multiple extremely active calendars for Executive Level
• Maintain calendar of meetings and business trips
• Prepare bills monthly
• Audit and monitor Travel and Expenses
• Set up, organize and maintain electronic and physical firm files
• Multi-tasking, complex document production, heavy administrative functions and client contact
• Support legal personnel and provide back-up support to other legal personnel as requested
• Administrative support

• Bachelor's Degree or Associate's Degree and Paralegal Certificate
• 2+ years as a legal assistant with municipal and civil litigation experience
• Experience with 9A Filings REQUIRED
• Experience with Federal and State E-Filing REQUIRED
• Proficiency in MS Office Suite, including Word, Excel, Outlook and PowerPoint
• Excellent organizational skills, including file maintenance and billing preparation
• Effective communicator, comfortable interacting with different people and departments
• Must be highly organized and able to manage time extremely well
• Must be a dependable team player who works collaboratively and cooperatively with others in a team-oriented environment

• Excellent Compensation Package
• Outstanding Benefits
• Hybrid 3/2 Schedule
• Room for Career Growth and Advancement
• The opportunity to work for a top global Amlaw 100 firm

• Bachelor's Degree Required, Paralegal Certificate a plus
• 4+ of years of experience as an IP Litigation Paralegal
• Experience attending a trial and providing "war room" support
• Experience in "Big Law" highly desired
• Excellent Technical Skills
• Excellent Communication and Interpersonal Skills