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Overview

In this role you will be responsible to manage an existing book of accounts and new customers within the Financial Services and Insurance markets. You’ll be the main point of contact for assigned accounts working with internal partners, other lines of business, and clients directly. You will be responsible for growing revenue on existing accounts while also growing new logos sent over by our New Logo team. You will take ownership of those new accounts, and nurture and expand those relationships to meet and exceed annual targets. You will focus on identifying, developing, and presenting value-driven, client-centric marketing solutions that leverage Epsilon’s premier data assets across all activation channels (email, direct mail, online, advanced TV, etc.).

Responsibilities

• Possess in-depth knowledge of data assets (compiled, behavioral, transactional, trigger-based), USPS List Hygiene, digital solutions, omni-channel marketing, and Salesforce.com.
• Stay informed on industry trends, competitive landscape, and market opportunities to drive meaningful client conversations.
• Articulate Epsilon’s Unified Story and recommend data-driven solutions tailored to client needs.
• Build and maintain strong relationships with clients, partners, and industry contacts, particularly in financial services and insurance markets.
• Understand client business goals to provide credible recommendations and manage expectations on budget, timeline, and scope.
• Cultivate client relationships by consistently delivering value and addressing challenges proactively.
• Develop and execute territory plans, gap analyses, and key account strategies to meet sales targets.
• Create and deliver compelling presentations, proposals, and forecasts to senior decision-makers.
• Negotiate contracts effectively and collaborate with technical teams to meet customer requirements.
• Coordinate with production teams to ensure timely, accurate project execution while maintaining quality standards.
• Partner with marketing to plan and execute campaigns that drive business growth.
• Manage daily marketing program functions, including revenue processes, accounting, and reporting.
• Provide actionable feedback to sales and company leadership to improve sales cycles, brand reputation, and client satisfaction.
• Represent Epsilon with professionalism, maintaining high ethical standards in all sales activities.

Qualifications

• What You’ll Bring With You:
  • 10+ years’ experience in the data industry
  • Strong analytical skills with high attention to detail
  • Deep understanding of the marketing landscape to innovate and drive growth
  • Ability to identify and create opportunities to partner with internal and external stakeholders to improve processes and practices
  • Able to work independently and mentor junior team members
  • Able to adapt to rapidly changing expectations
  • Effective organizational skills and time management
  • Exceptional communication and presentation skillsExperience driving business development plans and pitches
  • Experience Developing and delivering effective presentations
  • Experience using analytics and insights to develop opportunities and solutions for clients
  • Must be skilled in Omni channel data sales strategies and execution
  • Must be skilled in Salesforce.com, MS Office Suite, social media & social selling techniques
• Why You Might Stand Out From Other Talent:
  • Bachelor’s Degree or MBA in related field
  • Experience selling direct to Financial Services and Insurance accounts.

Base Salary: $132,000.00 - $198,000.00

Actual compensation within the range will be dependent upon, but not limited to the individual’s skills, experience, qualifications, location and application employment laws. The salary pay range is subject to change and may be modified at any time.

The application deadline for this job posting is 06/17/2026.

Equal Opportunity Employer

Epsilon is an Equal Opportunity Employer. Epsilon’s policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, color, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable federal, state or local law. Epsilon also prohibits harassment of applicants and employees based on any of these protected categories. Epsilon will provide accommodations to applicants needing accommodations to complete the application process. Please reach out to to request an accommodation.

For San Francisco Bay and Los Angeles Areas: Epsilon will consider for employment qualified applicants with criminal histories in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance and San Francisco Police Code Sections , commonly referred to as the San Francisco Fair Chance Ordinance. Applicants with criminal histories are welcome to apply.

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Base pay range

$160,000.00/yr - $180,000.00/yr

Associate Director - Public Accounting, Legal, and Professional Services at SR Staffing

Senior Tax Manager w/ Top #100 National CPA Firm (Houston, TX)

Our client is a Top #100 National CPA Firm looking for a talented Senior Tax Manager to join their team in Houston, TX (Woodlands Area), on a Hybrid schedule.

They are known for offering an exceptional work-life balance, which is heavily emphasized within their culture. The firm serves prominent industry clients and does not require Big 4 hours.

This opportunity also offers room for career growth with plans to put this individual on a path toward partnership.

• Bonus: To Be Discussed
• Medical, Dental, Vision, Life, and Disability Insurance (Multiple Plans)
• 401K w/ Company Match
• Unlimited PTO

Qualifications

• 8+ years’ experience in Public Accounting
• CPA License or equivalent
• Strong leadership and communication skills (client facing and leading teams)

Apply today or reach out to Bryan O'Guin at if interested, as our client is turning around interviews and offers quickly!

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance

Industries

• Accounting and Financial Services

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A construction company in Chesterfield, MO is seeking a Chief Financial Officer (CFO) to lead financial operations and strategic growth. The ideal candidate should have proven experience in financial leadership, M&A expertise, and exceptional communication skills. This role offers a competitive salary of $160,000 - $200,000 per year plus bonus, and benefits including 401(k) matching and health insurance.
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Baker Tilly US is seeking a Tax Senior Manager in Wenatchee, WA, to deliver essential tax advisory and compliance services. This role requires expertise in federal tax compliance and a commitment to mentoring and developing team members.

As part of a rapidly growing firm, you will have the opportunity to build strong client relationships while enjoying flexible work arrangements and abundant opportunities for professional growth.

Join a team dedicated to both client success and your career development!

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Job Overview

The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group and is responsible for building a robust practice, providing exceptional client service, supervising work products, developing new business, mentoring team members, and managing the financial performance of the client portfolio.

Key Responsibilities

• Manage the full lifecycle of engagements, providing technical expertise in finance and accounting.
• Understand client technology packages and recommend optimal usage.
• Facilitate discovery meetings, map client structures and propose solutions.
• Design and deliver integrated solutions, including cost analysis and pricing.
• Formulate recommendations on technical accounting, financial policy, and financial management.
• Review and update solutions with clients, maintaining long‑term value.
• Assertively manage conflict and negotiate agreements.
• Support clients through change management and political navigation.
• Conduct tax planning analyses and refer matters to Core Tax or Specialty Tax Services.
• Support business development: build sales pipeline, refine proposals, evaluate risk, and develop statements of work.
• Develop industry expertise and cross‑sell opportunities.
• Foster a culture of change and accountability; coach staff on analytics, forecasting, and professional development.
• Create project plans, estimate budgets, manage P&L, bill timely, and monitor KPIs.
• Travel up to 25% of the time.

Qualifications

• Minimum of eight (8) years of general accounting experience with a Bachelor's degree in Accounting or Finance, or ten (10) years without a degree but with supervisory experience.
• At least four (4) years of supervisory experience.
• Consultative or business advisory experience, and experience with outsourced/delivery center operations preferred.
• CPA certification preferred.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and industry accounting software (QBO, Microsoft NAV, Bill.com). Experience with ESI Archway, Qvinchi, and accounting research tools preferred.

Skills & Abilities

• Excellent verbal and written communication, presentation, and negotiation skills.
• In-depth knowledge of finance and accounting functions, tax planning, and industry best practices.
• Strong analytical, research, and problem‑solving abilities.
• Ability to lead teams, manage multiple projects, and drive quality and client satisfaction.
• Self‑directed, able to navigate ambiguity, and travel up to 25% of the time.

Compensation

California: $146,000 - $200,000

Colorado: $120,000 - $185,000

Maryland: $150,000 - $180,000

Massachusetts: $150,000 - $206,000

New Jersey: $155,000 - $200,000

NYC/Long Island/Westchester: $180,000 - $225,000

Washington: $150,000 - $200,000

Washington DC: $162,000 - $190,000

Equal Opportunity Employment

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

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A leading global financial institution seeks a Vice President for its Investment Banking & Wholesale Credit Risk Executive Content team. This role involves managing executive content, analyzing credit risk data, and creating impactful presentations for decision-making. Candidates should have over 7 years of relevant experience, expertise in credit risk management, and excellent communication skills. This position offers opportunities to influence strategy and collaborate with a diverse set of stakeholders.
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Our client, a global alternative investment firm headquartered in midtown NYC, currently seeking a Senior Tax Counsel (#2 to Head of Tax), who will oversee a small team responsible for tax planning, transaction due diligence and structuring, and participation in global tax compliance and accounting. Ideal candidate must be comfortable in a highly visible seat, with direct lines to Executive Board working closely with world class management team.

Responsibilities:

• Support the tax team in providing guidance for firms' participation in internal/external investments and strategic partnerships.
• Research and interpret tax laws and rulings to resolve a wide variety of tax questions from the firms' various business verticals.
• Act as SME (subject matter expert) partnering with Investment/Executive Team, advising on tax aspects of private equity transactions.
• Develop and maintain practice knowledge resources directing impacting tax structuring and advisory.
• Establish best practices and design strategies and implement processes improvement to maximize efficiencies while adhering to Tax Compliance.
• Research and interpret tax laws and regulations affecting alternative investments/private equity investments.
• Collaborate with senior stakeholders with regards modeling tax scenarios and integrate tax structuring solutions.
• Ensure compliance with U.S. federal, state, and international tax obligations.
• Provide direct support and regular training to practice group members to enable them to leverage practice knowledge resources, precedents and technology tools.

Requirements:

• 10+ years of professional experience combo of Top Tier Law firm and in-house experience required.
• Exposure to U.S. tax law (including international tax) and investment structures.
• Familiarity with partnership and corporate tax law as well as with formation and investment activity of open and closed-ended funds.

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Wabash Valley Power Alliance is looking for a Chief Financial Officer (CFO) in Indianapolis, Indiana. The CFO will be responsible for the organization's financial integrity and strategy, overseeing accounting functions, treasury, budgeting, and compliance.

The candidate should have 15–20 years of financial leadership experience, preferably in the electric utility sector, and strong communication skills to advise executive leadership.

Enjoy a culture that supports its employees with flexible time, continuing education, and a wellness program.

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AVP, TOTAL REWARDS

MEMORIAL HERMANN HEALTH SYSTEM

HOUSTON, TEXAS

HARTZ Search invites you to explore an exciting opportunity for the Associate Vice President (AVP), Total Rewards role with our client, Memorial Hermann Health System in Houston, Texas. Memorial Hermann’s vision is to create healthier communities, now and for generations to come.

Memorial Hermann’s strategic goal is to enable the entire health system to create more value for patients and populations; that is, delivering the greatest outcomes at an optimal cost, creating exceptional experiences for our patients and a fulfilling work environment for our workforce, and improving health equity and access in the communities we serve.

Our client is seeking a strategic and experienced AVP, Total Rewards leader, to lead the strategic design, operational execution, and continuous improvement of the organization’s compensation and benefits programs. This leader will play a critical role in shaping the Total Rewards strategy, ensuring competitive compensation and benefits offerings that attract, retain, and engage top talent while maintaining operational excellence and regulatory compliance. The AVP of Total Rewards is responsible for the overall leadership and administration of compensation, health, welfare, retirement, and voluntary benefit programs across the Health System. This role partners closely with HRIS, Finance, and Human Resources leadership to deliver innovative, cost-effective compensation and benefits solutions aligned with organizational goals. The successful candidate will bring compensation expertise, including executive compensation, market competitiveness, and governance, as well as team leadership within a complex healthcare system or a large multi-divisional organization.

Memorial Hermann Health System owns and operates 14 hospitals and has joint ventures with three other hospital facilities, including Memorial Hermann Surgical Hospital First Colony, Memorial Hermann Surgical Hospital Kingwood, and Memorial Hermann Rehabilitation Hospital-Katy. Memorial Hermann is redefining health care for the individuals and many diverse populations they serve. With 6,600+ affiliated physicians and 35,000+ employees practice the highest standards of safe, evidence-based, quality care to provide a personalized and outcome-oriented experience across more than 260 care delivery sites. As one of the largest not-for-profit health systems in Southeast Texas, Memorial Hermann has an award-winning and nationally acclaimed Accountable Care Organization. Memorial Hermann-Texas Medical Center is one of the nation's busiest Level I trauma centers and serves as the primary teaching hospital for McGovern Medical School at UTHealth.

Position Highlights & Requirements

• Reports to: AVP of Total Rewards reports to VP of Total Rewards
  • Direct Reports: Director of Benefits, Manager of Compensation, and Executive Compensation Specialist
• Education: Bachelor's degree in Human Resources, Business Administration, Finance, or a related field. Master’s degree (MBA, MHA, or related field) preferred.
• Licenses/Certifications: CCP (Certified Compensation Professional) strongly preferred. CEBS, SHRM-SCP, SPHR, or similar certifications preferred.
• Location: Hybrid Houston, Texas

Experience / Knowledge / Skills

• Seven (7)+ years of progressive total rewards experience with a strong emphasis on compensation; five (5)+ years of leadership experience in large, complex healthcare organizations.
• Demonstrated expertise in both executive compensation and broad-based compensation
• Experience with benefits strategy, design, and administration.
• Specific demonstrated expertise with self-insured health plans, 403(b) retirement plans, non-qualified retirement, pension plans, and voluntary benefits.
• Experience preparing materials for board-level committees and presenting to top senior executives on benefit programs.
• Demonstrated success leading and developing teams.
• Strong project management skills with the ability to manage multiple priorities simultaneously.

Principal Accountabilities

• Advance Memorial Hermann’s strategic goal to enable the entire health system to create more value for patients and populations.
• Partner with the VP of Total Rewards to develop and execute a comprehensive total rewards strategy with a strong emphasis on compensation excellence.
• Lead design and administration of compensation programs, including base pay, incentives, and executive compensation (excluding physician compensation).
• Oversee benefits strategy and administration, including health, welfare, retirement (pension and 403(b)), and wellness programs.
• Lead benefits administration, including vendor management, plan governance, compliance, and employee experience.
• Prepare Board-level materials and executive reports; present insights and recommendations to senior leadership.
• Support and contribute to the Benefits and Retirement Committees with frequent interaction with Executive Leadership.
• Lead benchmarking for compensation and benefits, ensuring market competitiveness and internal equity.
• Drive operational excellence, analytics, and continuous improvement initiatives.
• Lead, mentor, and develop a high-performing total rewards team.
• Ensures safe care to patients, staff, and visitors; adheres to all Memorial Hermann policies, procedures, and standards within budgetary specifications, including time management, supply management, productivity, and quality of service.
• Promotes individual professional growth and development by meeting requirements for mandatory/continuing education and skills competency; supports department-based goals which contribute to the success of the organization; serves as a resource to less experienced staff.
• Demonstrates commitment to caring for every member of our community by creating compassionate and personalized experiences. Models Memorial Hermann’s service standards of providing safe, caring, personalized, and efficient experiences to patients and our workforce.
• Other duties as assigned.

LOCATION: HOUSTON, TEXAS

America's fourth-largest city is a cosmopolitan destination, filled with world-class dining, arts, hotels, shopping, and nightlife. Take a stroll through the historic Heights, spend the day exploring the Museum District, or head down to Space Center Houston. Later on, grab a bite in one of dozens of award-winning restaurants. Houston is a large metropolis in Texas, extending to Galveston Bay. The city’s relatively compact Downtown includes the Theater District, home to the renowned Houston Grand Opera, and the Historic District, with 19th-century architecture. Houston offers world-class shopping and two international airports.

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Job Description Summary

The ALM Modeling Senior Actuary will build and analyze sophisticated models for insurance products, investments and/or portfolios to increase company risk adjusted returns. This person will leverage advanced knowledge of actuarial, financial, statistical, data science and/or balance sheet modeling analytics to develop, test and validate models for various functions within the company.

Responsibilities

• Lead modeling activities on various insurance liabilities, fixed‑income assets and derivatives in actuarial systems, including AXIS.
• Model and quantify risks including equity and interest rate sensitivities, cash flow variability, credit, alternative investment, or liquidity risks.
• Collaborate with key stakeholders from business line valuation, ALM, risk management, financial/risk reporting, etc.
• Embrace new technologies to improve workflows.
• Design and build external or embedded controls to mitigate operating risks in workflows.
• Apply risk management techniques and procedures, including the company's mandated risk methodologies.
• Gather and analyze market data, calculate hedge program or portfolio statistics and develop/use models to simulate financial reporting processes.
• Serve as a company-wide expert in multiple specialties, including portfolio yield projections.
• Act as a subject matter expert for colleagues with less experience.
• Apply and integrate statistical, mathematical, predictive modeling and business analysis skills to manage and manipulate complex high volume data from a variety of sources.
• Design and lead multiple projects, with accountability for ongoing activities and objectives.
• Review the work of others, providing direction and insight on research solutions to problems presented.
• Develop staffing plans, recruit qualified candidates, and develop internal staff resources.
• Lead multiple advanced research projects.
• Interpret internal or external issues and recommend solutions/best practices.
• Solve complex problems; take a broad perspective to identify solutions.
• Build efficient models and processes.
• Apply judgment to modeling choices in a defensible manner.
• Assess the materiality of various modeling and data choices.

Qualifications

• FSA or equivalent professional designation along with Bachelor's Degree in Actuarial Science, Mathematics, Statistics, Economics or related field, and 8 years of relevant experience. In lieu of Bachelor's, will accept Master's in a listed discipline and 6 years of relevant experience. In lieu of FSA will accept ASA or equivalent professional designation and 14 years of relevant experience.
• Demonstrates high quality leadership, judgment, organization and prioritization skills.
• Exhibits effective management skills to motivate and develop a staff.
• Effectively communicates, both verbally and in writing, advanced mathematical and analytical concepts to various audiences.
• Works well under pressure and within time constraints to effectively accomplish individual and team objectives.

Preferred Qualifications

• Experience with asset liability management practices.
• Comprehensive understanding of investment and finance concepts to creatively solve complex analytical problems.
• Leadership capabilities to direct teams and projects.
• Advanced degree.
• Insurance or asset/derivatives modeling experience.
• AXIS software experience.

Working Conditions

• Hybrid Office Environment

Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration, sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration‑related employment authorization sponsorship.

This is a hybrid position requiring three days in office per week in one of our hub locations (Cedar Rapids, Baltimore). Relocation assistance will not be provided for this position.

Compensation

• The Salary for this position generally ranges between $157,000 - $175,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in‑office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
• Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.

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LERO is a multi-chain platform focused on improving stability within crypto markets through recurring transaction-based revenue generated from staking, lending, and a structured treasury model.

The protocol is powered by its native token, built to align ecosystem incentives and support long-term value accrual.

We are currently in the middle of our capital raise and are building the financial foundation to scale correctly.

We’re seeking an experienced Fractional CFO with direct experience of operating inside a crypto-driven company. This role is designed for a leader who understands both startup velocity and the financial discipline required in digital asset markets.

Role Overview

As Fractional CFO, you will spearhead the company’s financial strategy and build out its financial infrastructure during this pivotal growth stage. The role has strong potential to transition into a full-time position, depending on the company’s financial performance and evolving needs.

You will work closely with founders to establish institutional-grade financial systems while maintaining the agility required in a high-growth crypto environment.

This is a strategic, hands-on role focused on architecture, clarity, and long-term sustainability.

Key Responsibilities

• Develop and execute financial strategy aligned with protocol growth
• Build forecasting models, burn analysis, and runway planning
• Design budgeting and capital allocation frameworks
• Prepare investor-ready financial reporting and board materials
• Implement internal financial controls and reporting structure
• Support tokenomics and treasury strategy from a financial oversight perspective
• Assist in capital raise financial structuring and investor diligence

Crypto Treasury & Risk Oversight

• Implement volatility mitigation and risk management strategies
• Establish frameworks for on-chain and off-chain asset transparency
• Develop reporting structures suitable for institutional partners

Qualifications

• 10+ years in financial leadership roles
• Prior experience as CFO, Head of Finance, or senior finance executive at a startup
• Strong modeling and forecasting expertise

Preferred

• Direct experience within a crypto, DeFi, or blockchain-based company
• Experience participating in capital raises or token launches
• Familiarity with crypto accounting standards and regulatory considerations
• Experience working alongside legal and compliance teams in digital asset environments

Structure

• Fractional engagement (1–2 days per week onsite in Aliso Viejo, CA)
• Competitive monthly retainer (commensurate with experience)

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Overview

Director of Finance & Accounting (Paid Relocation to Vermont) — Location: near Rutland, VT. Salary: up to $170,000 + Benefits. Job Type: Full-Time | On-site. Start Date: ASAP. Sponsorship: Not available. Relocation assistance available.

Our manufacturing client is seeking a hands-on Director of Finance & Accounting to join their team in picturesque Vermont. In this role, you will lead a small team in daily accounting operations, oversee financial reporting, audits, and compliance, and provide clear financial insights that support budgeting, forecasting, and performance improvement. You’ll collaborate with departments to inform decision-making, mentor staff, and drive process improvements across functions. This is a great opportunity for a finance leader who enjoys both hands-on management and cross-departmental impact.

Our client’s location in Vermont offers beautiful natural surroundings and easy access to outdoor activities like hiking, skiing, and boating, making it a great place to live and work.

Responsibilities

• Oversee day-to-day accounting operations and monthly closing
• Supervise AP, AR, payroll, and GL activities; review staff journal entries, reconciliations, and reports
• Prepare and analyze monthly, quarterly, and annual financial reports
• Develop and enforce internal controls to ensure GAAP compliance
• Lead annual audits and ensure timely tax filings
• Partner with Manufacturing, Sales, and IT to provide financial insights to support decision-making
• Drive budgeting, forecasting, and support strategic planning processes
• Support lender reporting requirements and assist leadership with financial presentations
• Manage finance team’s role in system upgrades and ERP-related initiatives
• Develop business metrics and profitability analysis tools
• Mentor and manage Finance team members

Qualifications

• 8+ years of progressive accounting and/or finance experience required
• 4+ years of team management/leadership experience required
• Financial reporting, audits, and tax compliance experience required
• Budgeting, forecasting, and performance tracking experience required
• Proficiency with financial software and integrated business systems required

Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Manufacturing
• Industries: Manufacturing

Benefits

• Medical insurance
• Vision insurance
• 401(k)

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Job Overview

The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group and is responsible for building a robust practice, providing exceptional client service, supervising work products, developing new business, mentoring team members, and managing the financial performance of the client portfolio.

Key Responsibilities

• Manage the full lifecycle of engagements, providing technical expertise in finance and accounting.
• Understand client technology packages and recommend optimal usage.
• Facilitate discovery meetings, map client structures and propose solutions.
• Design and deliver integrated solutions, including cost analysis and pricing.
• Formulate recommendations on technical accounting, financial policy, and financial management.
• Review and update solutions with clients, maintaining long‑term value.
• Assertively manage conflict and negotiate agreements.
• Support clients through change management and political navigation.
• Conduct tax planning analyses and refer matters to Core Tax or Specialty Tax Services.
• Support business development: build sales pipeline, refine proposals, evaluate risk, and develop statements of work.
• Develop industry expertise and cross‑sell opportunities.
• Foster a culture of change and accountability; coach staff on analytics, forecasting, and professional development.
• Create project plans, estimate budgets, manage P&L, bill timely, and monitor KPIs.
• Travel up to 25% of the time.

Qualifications

• Minimum of eight (8) years of general accounting experience with a Bachelor's degree in Accounting or Finance, or ten (10) years without a degree but with supervisory experience.
• At least four (4) years of supervisory experience.
• Consultative or business advisory experience, and experience with outsourced/delivery center operations preferred.
• CPA certification preferred.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and industry accounting software (QBO, Microsoft NAV, Bill.com). Experience with ESI Archway, Qvinchi, and accounting research tools preferred.

Skills & Abilities

• Excellent verbal and written communication, presentation, and negotiation skills.
• In-depth knowledge of finance and accounting functions, tax planning, and industry best practices.
• Strong analytical, research, and problem‑solving abilities.
• Ability to lead teams, manage multiple projects, and drive quality and client satisfaction.
• Self‑directed, able to navigate ambiguity, and travel up to 25% of the time.

Compensation

California: $146,000 - $200,000

Colorado: $120,000 - $185,000

Maryland: $150,000 - $180,000

Massachusetts: $150,000 - $206,000

New Jersey: $155,000 - $200,000

NYC/Long Island/Westchester: $180,000 - $225,000

Washington: $150,000 - $200,000

Washington DC: $162,000 - $190,000

Equal Opportunity Employment

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

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Our client, a distinguished multifamily office with a dynamic portfolio in healthcare services, healthcare real estate, behavioral health, and affiliated operating businesses, is seeking a Director of Investments. This is an exceptional opportunity for talented investment professionals eager to make a significant impact in a rapidly evolving healthcare investment landscape. In this highly visible, on-site role, you will directly engage with senior leaders and take part in high-level investment committee decisions.

Key Responsibilities

• Identify, evaluate, and execute new acquisition and investment opportunities across various healthcare sectors through comprehensive financial analysis, industry research, and business assessments.
• Construct and maintain sophisticated financial models: including operating forecasts, valuation analyses, leveraged buyout models, and scenario analyses to support investment evaluations.
• Lead and coordinate the financial due diligence process, collaborating with third-party consultants including accounting, legal, tax, quality of earnings, and operations specialists.
• Prepare and present detailed investment memoranda and recommendations to senior management and the investment committee.
• Analyze financial statements, operating performance, market developments, and competitive positioning to inform investment decisions.
• Assess reimbursement frameworks, regulatory requirements, and other healthcare-specific considerations.
• Support transaction execution activities, encompassing negotiation, financing, lender diligence, and closing procedures.
• Collaborate with business owners, management teams, investment bankers, lenders, and external advisors throughout the investment lifecycle.
• Assist in sourcing, evaluating, and executing add‑on acquisitions for existing portfolio companies.
• Monitor portfolio company performance, supporting post‑acquisition value creation initiatives such as budgeting, forecasting, and strategic planning.
• Conduct ad hoc financial analyses to inform strategic decision‑making and capital allocation.
• Develop KPI dashboards and reporting frameworks to track portfolio performance.

Requirements

• Minimum of 4 years’ experience in private equity, investment banking, transaction advisory, corporate development, or relevant finance roles.
• Advanced financial modeling, valuation, and analytical skills, with high proficiency in Excel.
• Proven expertise in evaluating acquisitions, mergers, recapitalizations, or other intricate corporate transactions.
• Strong business acumen and the capacity to quickly assess business models, key value drivers, and potential investment risks and opportunities.
• Deep understanding of financial statements, accounting principles, and overall business operations.
• Excellent written and verbal communication skills, including experience preparing and delivering high‑level investment recommendations.
• Capable of managing multiple projects and transactions concurrently in a fast‑paced environment.
• Self‑driven, entrepreneurial mindset with meticulous attention to detail.
• Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA, CPA, or CFA preferred.

Benefits

Our client offers a competitive compensation package, comprehensive health benefits, and opportunities for professional growth within a pioneering and entrepreneurial investment office.

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Job Description

The VP & GM is the senior leader responsible for the overall performance, growth, and operational excellence of Horton Automatics’ rapidly expanding Supply, Install, and Service operations across North America. This high‑impact role reports directly to the President of Horton Pedestrian Access Systems and will play a pivotal part in shaping our next era of growth. As a visible, influential leader, the VP & GM will steer strategic and operational excellence, accelerate nationwide expansion, and build a high‑performance, customer‑focused organization.

People Leadership

• Build and inspire a high‑performing, growth‑oriented leadership team across all branches.


• Attract, develop, and retain top talent who thrive in fast‑paced, customer‑centric environments.


• Cultivate a culture of trust, accountability, and continuous improvement.


• Clearly communicate vision and priorities that energize teams across the organization.


• Champion leadership development, succession planning, and team alignment.


• Foster a service‑driven mindset that reinforces Horton’s commitment to excellence.

Strategic Leadership

• Lead the creation and execution of strategic plans that unlock aggressive growth and market expansion.


• Balance customer loyalty with smart pricing, strong profitability, and disciplined financial management.


• Identify and accelerate high‑value growth opportunities — including new geographies, acquisitions, service offerings, and product expansion.


• Oversee annual plans, budgets, and market strategies to achieve bold business objectives.

Operational & Fiscal Accountability

• Drive operational excellence through process optimization, innovation, and best‑practice deployment.


• Expand operational capacity to support scale, efficiency, and safety across every location.


• Strengthen vendor and partner relationships to expand capabilities and product offerings.


• Implement performance benchmarks and analytics to ensure continuous improvement.


• Optimize resource utilization, including inventory, facilities, assets, budgets, and workforce planning.


• Ensure strong financial discipline aligned with Horton’s growth strategy.

Qualifications

Ideal Background and Experience

• Demonstrated success leading a multi‑site, high‑mix specialty construction or field service organization in the building‑solutions industry.


• 10+ years progressive leadership roles; at least 5 years leading multi‑site P&L organizations.


• Strong commercial acumen across service, installation and project execution, including bidding, contracting, and negotiation.


• Deep experience with P&L ownership and knowledge of margin management, pricing, job costing, and forecasting.


• Proven track record in strategic planning, growth, change management and cultural transformation.


• Excellent relationship‑building and communication skills.


• Prior acquisition and integration experience is an asset.

Education

• Bachelor’s degree required; advanced degree (MBA, MS Engineering, or similar) preferred.


• Equivalent industry experience may substitute for education in exceptional cases.

Other

• Candidate must be available to travel domestically and internationally as required.

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Firm Type: Leading International Proprietary Trading Firm

Reports To: Chief Risk Officer / Executive Leadership Team (matrixed)

Role Overview

A leading multi-strategy trading firm is seeking an experience AI leader to help develop the risk technology function. This is a high visibility position reporting into the global leadership team) to lead the next-generation redesign of the firm’s market risk infrastructure .

This role sits at the intersection of risk management, trading, technology, and analytics with a mandate to embed AI-driven analytics, automation, and real-time intelligence across the global risk platform.

The position is strategic and hands-on. The successful candidate will modernize how risk is measured, monitored, and acted upon across asset classes, trading styles, and regions. This includes market risk, liquidity risk, counterparty exposure, and intraday risk controls, all delivered through scalable, automated systems.

Key Objectives

• Redesign risk processes to be predictive, automated, and real-time
• Leverage AI/ML to enhance signal detection, stress testing, and anomaly identification
• Reduce manual intervention while increasing risk transparency and control
• Create a unified, firm-wide risk technology framework across strategies

Key Responsibilities

Risk Platform Architecture

• Lead the design and implementation of a modern, scalable risk technology stack
• Integrate real-time risk analytics across trading desks, strategies, and asset classes
• Ensure robustness, resilience, and low-latency delivery of risk metrics

AI & Automation

• Embed machine learning and advanced analytics into risk monitoring and decision support
• Develop automated alerts, scenario analysis, and predictive risk indicators
• Apply AI to areas across market risk, such as drawdown forecasting, tail risk, correlation shifts, and liquidity stress

Process Redesign

• Re-engineer legacy risk workflows to eliminate manual processes and latency
• Standardize risk frameworks while allowing flexibility for strategy-specific needs
• Improve governance, auditability, and explainability of risk outputs

Stakeholder Partnership

• Work closely with Traders/Portfolio Managers, Risk Managers, Quants, and Technology teams
• Translate trading and risk requirements into scalable technical solutions
• Act as a senior thought partner to firm leadership on risk innovation

Leadership & Delivery

• Lead and mentor a team of risk technologists, quants, and engineers
• Set development priorities, technical standards, and delivery timelines
• Drive adoption of new tools and processes across the organization

Qualifications & Experience

• 10+ years of experience in risk technology, quantitative risk, or trading systems
• Background in banks, hedge funds, proprietary trading firms, or high-frequency environments
• Strong understanding of market risk, portfolio risk, and intraday exposure management
• Proven experience applying AI / ML to financial or risk-related problems
• Strong technical fluency (Python, data platforms, cloud, distributed systems), although this person will have more of a management/leadership remit
• Ability to operate credibly with senior PMs, risk leadership, and technologists
• Risk systems architecture
• AI-driven analytics and automation
• High-performance trading environments
• Leadership and stakeholder influence

Why This Role

• Opportunity to reshape risk management at scale within a sophisticated trading platform
• Direct impact on firm-wide performance, capital efficiency, and downside protection
• Exposure to cutting-edge AI applications in real trading environments
• High visibility role with influence across investment, risk, and technology leadership

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A Cleveland-based investment firm is looking for a Senior Associate to join its investment team focused on lower middle market manufacturing investments. Candidates should have 2–3 years of investment banking and private equity experience, strong financial modeling skills, and demonstrate an ability to operate in a lean, entrepreneurial environment. This position involves evaluating and executing investments, building financial models, and supporting negotiations. Competitive compensation is offered.
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Responsibilities

• Review accuracy and completeness of the data underlying plan valuation
• Assist in establishing and testing the adequacy of loss and loss adjustment expense reserves
• Prepare exhibits displaying ultimate estimates, premiums, and loss ratios
• Review insurer rates, non‑guaranteed elements, illustrations, and actuarial aspects of policy forms
• Review ratemaking procedures
• Review insurer risk management practices and asset adequacy analyses
• Review minimum statutory formula reserves, reinsurance treaties, liquidity filings, and actuarial aspects of risk‑based capital filings
• Review premium rate filings for individual and group accident and health products
• Review and analyze actuarial aspects of commission submissions, experience rating formula submissions, and premium rate complaints
• Request additional information on incomplete or inaccurate filings
• Prepare various calculations approved by higher‑level staff
• Explain actuarial computations to staff, policyholders and their representatives
• Analyze case reserves and recommend that certain calculations be final or interim

Minimum Qualifications

• A bachelor's degree or higher including or supplemented by 24 semester credit hours in mathematics, statistics, and/or actuarial science
• Successful completion of one examination of the Society of Actuaries
• One year of actuarial experience

Salary: $70,579 – $89,645.
Positions located within the New York City metropolitan area, as well as Suffolk, Nassau, Rockland, and Westchester Counties, are eligible for an additional $4,000 annual downstate adjustment.

Appointment Information

New York Hiring for Emergency Limited Placement Statewide Program (NY HELPS) allows for a non‑competitive appointment. At a future date, employment under NY HELPS may be converted to competitive status without an examination.

ADA Statement

Under the Americans with Disabilities Act (ADA), the Department of Financial Services is required to provide reasonable accommodation for known physical or mental limitations of an otherwise qualified applicant with a disability if an accommodation would enable the applicant to perform the essential functions of the job. All people with disabilities are encouraged to apply to all jobs for which they meet the minimum qualifications.

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Liberty Mutual Investments in New York is seeking a Director for its Energy & Infrastructure strategy. The role involves leading transactions and managing various aspects of deal execution to drive investment strategy.

The ideal candidate will have over 10 years of experience in private equity infrastructure investments. Strong organizational and communication skills are required, along with a collaborative mindset and the ability to work effectively across teams.

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A prominent investment firm in New York is seeking a Director of Tax Strategy to advise ultra-high-net-worth clients on complex tax planning strategies. This senior position requires a JD or CPA with over 8 years of relevant experience. The role involves a deep engagement with clients to optimize their tax strategies and requires strong collaboration and communication skills. The position offers a competitive salary range of $175,000 – $200,000 along with a comprehensive benefits package.
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Ohio Hospital for Psychiatry (OHP) is centrally located in Ohio in the state capital Columbus with approximately 70 counties surrounding the hospital from which referrals are made. OHP is a 130-bed free-standing behavioral health facility that provides a continuum of behavioral healthcare services for adults and senior adults. The hospital has an array of comprehensive programming at all levels of care. OHP provides crisis stabilization, medication management, group therapy, case management, and 24/hr. nursing care in a safe and secure environment that is conducive to healing and recovery.

This Opportunity Offers The Following

• Competitive compensation with industry leading annual performance-based bonus opportunity
• Comprehensive benefits including medical, dental, and vision insurance
• 401(k) with company match to support your financial future
• Stock-based awards, giving you a stake in Acadia’s success
• Generous paid time off for vacation, sick days, and holidays
• Professional development & leadership training to sharpen your skills
• Career mobility within Acadia’s nationwide network of 250+ facilities

Your Responsibilities As CFO

• Ensures that monthly financial statements are completed timely and accurately.
• Ensures that all balance sheet accounts are reconciled on a monthly basis and in compliance with company policies and standards and that any outstanding variances are identified and corrected timely.
• Prepares corporate required reports (including the Monthly Operating Report, Monthly Certifications, Corporate Disclosures, Forecasts) timely and accurately.
• Ensures all accounting and business office policies and required internal controls are in place to facilitate a clean audit with no material audit adjustments or deficiencies found. Ensures that all approval processes are in place.
• Directs the operations of the Revenue Cycle to ensure that accounts receivable is collected timely and uncompensated care is kept to a minimum. Strives to achieve goals for cash collections and AR days and to reduce bad debt and denials. Routinely reviews revenue cycle metrics to proactively identify and address issues affecting overall performance.
• Is actively involved in ensuring Front End Revenue Cycle processes are in place including ensuring the insurance verification is completed on 100% of patients, working with the Financial Counselor to ensure proper determination of patient portions and approval of any discounts or charity and proper logging of upfront collections.
• Maintains a thorough working knowledge of federal, state and managed care reimbursement methodologies to ensure that facility is paid accurately, and revenue deductions are recorded accurately. Facilitates preparation of any required cost reports.
• Supervises Accounting, Patient Accounting, Health Information Management, Materials Management and other departments assigned by the CEO. These departments may include, but are not limited to, Health Information Management, Materials Management, and Human Resources. Ensures department is adequately staffed and trained.
• Ensures compliance with Group Purchasing contract and monitors purchases to ensure supply costs are kept to budgeted levels.
• Prepares annual operating budget and participates in the annual strategic planning process which serves as a basis for the budget. Provides ongoing analysis of variances from budget and assists the CEO in implementing changes needed to achieve budget goals.
• Prepares annual capital budgets and Capital Equipment Requests. Ensures assets and related depreciation is recorded accurately and in compliance with company policies.

CFO Requirements

• Bachelor’s degree in Accounting or business-related field with major in Accounting.
• Minimum 3 years successful CFO experience in a healthcare setting desired.
• Previous Behavioral healthcare experience highly preferred.
• Previous experience with a proprietary healthcare system highly preferred.
• CPA or Master’s degree a plus.
• Proven financial analysis skills.
• Experience working with information technology and proficiency with software packages including Excel and Word.
• Demonstrated leadership ability.
• Demonstrates excellent communication skills, both written and verbal.
• Ability to think strategically and solve problems.
• Ability to establish and maintain effective working relationships with facility staff, physicians and corporate staff.
• Ability to lead with a high degree of emotional intelligence and ethics.

We are committed to providing equal employment opportunities to all applicants for employment regardless of an individual’s characteristics protected by applicable state, federal and local laws.

Base Salary Range: $140,000 – $175,000. This range represents the Company’s good faith estimate of the base salary for this role at the time of posting. Actual compensation will be determined based on skills, experience, and internal equity. This position is also eligible for an annual bonus and a comprehensive benefits package.

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