- Menlo Ventures (New York, NY)
- …(eg, Salesforce), and reporting. Business Partnership & Leadership: * Act as the primary financial advisor and trusted business partner to the CRO and their ... of Sales Finance will serve as the key strategic financial partner to the Chief Revenue Officer (CRO) and...This is a high-impact role responsible for providing the financial insights, planning, and operational support needed to drive… more
- EOS Hospitality LLC (New York, NY)
- … data, recommending courses of action to maximize hotel profitability Serve as financial advisor to hotel management and ownership Weekly + Monthly tasks ... to the entire Finance team while ensuring the long-term financial health and growth of the hotel. The ideal...hotel experience. Responsibilities Finance Operations Direct and administer all financial operations of the hotel to include, but not… more
- EOS Hospitality (New York, NY)
- … data, recommending courses of action to maximize hotel profitability. Serve as financial advisor to hotel management and ownership. Weekly + Monthly tasks ... to the entire Finance team while ensuring the long‑term financial health and growth of the hotel. The ideal...hotel experience. Responsibilities Finance Operations Direct and administer all financial operations of the hotel to include, but not… more
- Citigroup Inc. (New York, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills *...where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) *… more
- Citi (New York, NY)
- A global financial services firm is seeking a Wealth Relationship Advisor in New York, NY. The role involves building and deepening client relationships through ... strategic financial planning and investment advice. Successful candidates will have...candidates will have 5-8 years of experience in the financial sector, strong analytical skills, and a proactive sales… more
- Citigroup Inc. (New York, NY)
- A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY. ... Candidates should have a strong background in financial services with 5-8 years of experience, alongside essential licenses and a commitment to compliance. This… more
- Prosperity - An EisnerAmper Company (Woodbridge, NJ)
- …is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and ... helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance. Prosperity- An… more
- EisnerAmper LLP (Woodbridge, NJ)
- …is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and ... helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance. Prosperity- An… more
- StartCare (New York, NY)
- …ensure Equity, center on Compassion, and design for Sustainability. Essential Functions Financial Oversight Serve as an internal consultant, advisor , and ... Chief Financial Officer - Non-Profit - Full‑Time Reporting to...Reporting to the Chief Operating Officer (COO), the Chief Financial Officer (CFO) directs START's financial management… more
- Lusk Group LLC (New York, NY)
- …its work. The Position BFC Partners is seeking a skilled and seasoned financial professional to become its next Vice President of Finance/Chief Accounting Officer ... Management team, the VP/CAO will act as a trusted advisor to the Partners and executive management team on...executive management team on all matters relating to the financial strategy and operations of the firm. The VP/CAO… more
- Edge Case Research, Inc (New York, NY)
- …its work. The Position BFC Partners is seeking a skilled and seasoned financial professional to become its next Vice President of Finance/Chief Accounting Officer ... Management team, the VP/CAO will act as a trusted advisor to the Partners and executive management team on...executive management team on all matters relating to the financial strategy and operations of the firm. The VP/CAO… more
- Financial Technology Partners (New York, NY)
- Location San Francisco or New York City Firm Overview Financial Technology Partners ("FT Partners") is the only investment banking firm exclusively focused on the ... dynamic and fast-growing financial technology sector. Our firm advises top-tier fintech companies...Year" and "Dealmaker of the Year" by The M&A Advisor . Position Overview We are seeking a Vice President… more
- Spectrum Search Group (New York, NY)
- …meet client objectives. Client Relationship Management: Act as a trusted advisor , understanding clients' business objectives and tailoring financial strategies ... E&P, OFS and Renewables more broadly. They pride themselves on delivering innovative financial solutions, fostering growth, and creating value for our clients in the… more
- JCW (New York, NY)
- …recruiter to learn more. Tax Recruiter at JCW Search | Asset Management & Financial Services Location: New York, NY Firm: Family Office Position Overview JCW is ... transfer, charitable giving, and income tax optimization. Serve as a trusted advisor to clients, providing proactive guidance and tailored solutions for their unique… more
- Kroll (New York, NY)
- …Kroll business, M&A Advisory service line is a leading middle-market M&A advisor . We advise public corporations, financial sponsors, family-owned businesses and ... stages, from initial client pitches to transaction closings * Communicates regulatory, financial information and complex strategic issues in a clear, concise and… more
- K2 Integrity (New York, NY)
- …audit professional with a minimum 10 years' of experience within the financial services industry. The ideal candidate will be a Certified Internal Auditor ... Our internal audit director will work as a strategic and tactical advisor , helping clients proactively understand the regulatory landscape and assisting them in… more
- UnitedMasters (New York, NY)
- …Partner with Artists, Managers & External Stakeholders Serve as a senior marketing advisor to artists and their teams. Present strategies clearly and persuasively to ... working cross-functionally at an executive level. Strong operational and financial acumen. Experience in fast-moving, high-growth organizations preferred. About… more
- MSC Industrial Direct Co.,Inc. (New York, NY)
- …and achieve sales and retention targets. * Serve as a trusted advisor by delivering tailored, value-driven solutions that address customer priorities. * Lead ... benefits program to support you and your family's health, well-being and financial future. We offer dynamic healthcare plans, generous 401K and stock purchasing… more
- Chronograph (New York, NY)
- …Head of Legal to join our Corporate team to serve as the primary legal advisor to the company, providing guidance on a wide range of legal issues, including but ... sophisticated private equity investors and deliver immediate impact within a globally‑focused financial technology firm. As the Head of Legal at Chronograph, you… more
- Williams Sonoma (New York, NY)
- …Tax‑free commuter benefits A wellness program that supports your physical, financial and emotional health Continued Learning In‑person and online learning ... University Cross‑brand and cross‑function career opportunities Resources for self‑development Advisor (Mentor) program Career development workshops, learning programs, and… more
