advisor development program - financial solutions advisor trainee (centralized): park ave

executive personal assistant Jobs in New York

executive personal assistant

family office senior bookkeeper Jobs in New York

family office senior bookkeeper

account coordinator

account executive, real estate Jobs in New York

account executive, real estate

advisor development program - financial solutions advisor trainee (centralized): park ave Jobs in New York

senior private client advisor

Bessemer Trust

<div>
 <strong>
  Duties
  <br/>
  <br/>
 </strong>
 At Bessemer, the Executive Assistant will provide seamless administrative support to the Client Advisory (CA) Team which consists of an Associate Client Advisor (ACA), Client Advisor (CA), and Senior Client Advisor (SCA). The specific duties include:
 <br/>
 <br/>
 <ul>
  <li>
   Point person with respect to client cash transactions and bill payment requests (i.e., wires, ACHs, internal account journals); requires frequent client communication via email and phone, transaction processing via internal banking systems, and coordination of inter-departmental approvals
  </li>
  <li>
   Optimum screening of incoming communications and routing for timely action and follow-up.
  </li>
  <li>
   Professional communication with both internal and external contacts, including significant prospect and client relationships.
  </li>
  <li>
   Compose well-proofed written and email correspondence, which may require the use of financial vocabulary and broad knowledge of the firm&rsquo;s operations, systems, and employees.
  </li>
  <li>
   When appropriate collaborate with the ACAs to create presentation books for clients and prospects.
  </li>
  <li>
   Comprehensive organization of meetings and luncheons as needed; coordinate scheduling for internal attendees and manage calendar invitations for the CA team.
  </li>
  <li>
   Establish effective working relationships with colleagues and external contacts; may be required to provide flexible support to other CA Teams as directed.
  </li>
  <li>
   Provide direct and pro-active administrative support to all members of the CA Team; primary support for Associate Client Advisors with respect to all cash management and bill payment functions.
  </li>
  <li>
   Update all contact information, send mass mailings, create ticklers, log calls, and create activities in Salesforce.
  </li>
  <li>
   Responsible for maintaining current Salesforce client records for the CA Team and managing external client mail merges, event invitations, and Salesforce reports.
  </li>
  <li>
   Bookkeeping/accounting work for various transactions with clients, as directed by the CA team.
  </li>
  <li>
   Process expense reports and book travel for all members of the CA Team.
  </li>
  <li>
   Assist with physical client mailings, including preparing and sending documents via FedEx or other courier services, ensuring timely and secure delivery
  </li>
  <li>
   Compile information and organize CA Team&rsquo;s responses to Compliance and Audit-related requests.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Client Service Responsibilities (as Directed By The CA Team)
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Handle routine communication with clients and their advisors via telephone, email and fax.
  </li>
  <li>
   Document written and verbal communication with clients and their advisors in Salesforce.
  </li>
  <li>
   Assist the client advisory team with preparing charts and materials for client and prospect meeting presentations using Excel, Word, PowerPoint and internal applications as needed.
  </li>
  <li>
   Pull basic information from Bessemer systems (ATLAS) to update spreadsheets for clients.
  </li>
  <li>
   File correspondence and other documents in internal databases.
  </li>
  <li>
   Create documentation of client correspondence for tracking purposes.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Account Administration Responsibilities (as Directed By The CA Team)
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Work with Client Administration Support (CAS) to open accounts and coordinate with outside agents the transfer of assets to Bessemer.
  </li>
  <li>
   Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies.
  </li>
  <li>
   Process client remittances.
  </li>
  <li>
   Work with the client&rsquo;s CPA to assist in gathering tax information and cutting tax checks when applicable.
  </li>
  <li>
   Anticipate when an overdraft can occur and prevent it by bringing the information to the team&rsquo;s attention.
  </li>
  <li>
   Supervise and pay client bill payments.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s Degree Required.
  </li>
  <li>
   3+ years of experience as an administrative assistant, preferably within a bank supporting a team.
  </li>
  <li>
   Ability to work well in a team environment.
   <br/>
   <br/>
  </li>
 </ul>
 The base salary range for this position is $80,000 - $100,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit&rsquo;s incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.
 <br/>
 <br/>
 <strong>
  About Bessemer Trust
  <br/>
  <br/>
 </strong>
 Bessemer Trust is a family office, overseeing more than $250 billion in assets for over 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management &mdash; disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
 <br/>
 <br/>
 Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
 <br/>
 <br/>
 Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer&rsquo;s adherence to putting clients&rsquo; interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.
 <br/>
 <br/>
 <strong>
  Key Facts
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   For 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
  </li>
  <li>
   Headquartered in New York&rsquo;s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm&rsquo;s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
  </li>
  <li>
   To watch a video about Bessemer Trust&rsquo;s history, click here.
  </li>
  <li>
   To learn more about Bessemer Trust, click here.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Our Employee Rewards And Benefits
  <br/>
  <br/>
 </strong>
 We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
 <br/>
 <br/>
 <ul>
  <li>
   Competitive base salary plus discretionary annual bonus for select positions
  </li>
  <li>
   A 401(k) plan with a generous annual profit-sharing contribution
  </li>
  <li>
   Personalized development and career opportunities, including tuition reimbursement support
  </li>
  <li>
   Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
  </li>
  <li>
   Employee assistance (EAP) and wellness programs
  </li>
  <li>
   Hybrid work environment: 60% in office, 40% remote for most positions
  </li>
  <li>
   Paid time off and paid parental leave
  </li>
  <li>
   Employer-paid life insurance and short- and long-term disability coverage
  </li>
  <li>
   Legal services and financial wellness plans at no cost to employees
   <br/>
   <br/>
  </li>
 </ul>
 <em>
  Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.
 </em>
</div>


Executive Assistant - Client Advisory

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients&rsquo; specific needs.</p><p>
As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.</p><p><b>
Job responsibilities:</b></p><ul>
<li>Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures</li>
<li>Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments</li>
<li>Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning &amp; Advice, Goal Based planning, liabilities planning, banking &amp; lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite</li>
<li>Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings</li>
<li>Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm</li>
<li>Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings</li></ul><p><b>
Required qualifications, capabilities, and skills:</b></p><ul>
<li>Bachelor's degree or equivalent experience
</li><li>Series 7 &amp; 66 licenses upon hire or must successfully obtain within 180 days from start date</li>
<li>Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
</li><li>Proactively identify and deliver appropriate solutions that address the needs of our clients</li>
<li>Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations</li></ul><p><b>
Preferred qualifications, capabilities, and skills:</b></p><p></p><ul>
<li>Able to adapt and stay abreast of changing technology and regulatory policies
</li><li>Highly proficient user of Word, PowerPoint, and Excel</li></ul><br>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

J.P. Morgan Advisors - Senior Client Associate - New York, NY

<div><b>JOB DESCRIPTION</b><p><br>
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan&rsquo;s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.<br>
<br>
As a Private Banker Associate in the U.S. Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients.
</p><p><b>Job Responsibilities</b><br>
</p><ul><li><div>Provide leverage to the Senior Banker on daily client priorities</div></li><li><div>
Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs</div></li><li><div>
Support the Senior Banker on client hierarchy and pipeline management</div></li><li><div>
Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities<br>
</div></li></ul><p><b>Required Qualifications, Capabilities, and Skills</b></p><ul><li><p>
Bachelor&rsquo;s Degree required</p></li><li><p>
Series 7 &amp; 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date</p></li><li><p>
Sales/origination experience</p></li><li><p>
Coachable professional with good business acumen
</p></li></ul><p></p><p><b>Preferred Qualifications, Capabilities, and Skills</b></p><ul><li><p>
MBA, JD, CFA, or CFP preferred</p></li><li><p>
Excellent communication skills</p></li><li><p>
Strong analytical and quantitative skills</p></li><li><p>
Ability to multi-task and manage priorities effectively</p></li><li>
Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

U.S. Private Bank - Private Banker - Associate

<div><b>JOB DESCRIPTION</b><br>
<div>
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.<br>
</div><div></div><br>
<div>As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.</div><div><br>
</div><div><b>Job responsibilities</b></div><div><ul><li>
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades</li><li>
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation</li><li>
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports</li><li>
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires</li><li>
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)</li><li>
Prioritize daily work, track progress for current work, and consistently meet deadlines</li><li>
Maintain and foster team culture
</li></ul></div><div><b>Required qualifications, capabilities, and skills</b></div><div><ul><li>
A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment</li><li>
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam</li><li>
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment</li></ul></div><div><br>
INVESTMENT AND INSURANCE PRODUCTS ARE:</div><div><br>
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED</div><div><br>
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</div>
<b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div><br>
<br>
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

J.P. Morgan Wealth Management - Private Client Investment Associate - Lower Midtown, New York

CohnReznick

<div></div><div><div><div><div><div><div><div><div><div><div>Opportunity ID
<div><p>9394</p>
</div></div><div>Department
<div></div><div><div>Tax
</div></div></div><div>Location(s)
<div></div><div><div>New York
</div></div></div><div>State
<div></div><div><div>New York
</div></div></div><div>Function
<div></div><div><div>Tax
</div></div></div><div>Job Description
<div></div><div><div><p>As CohnReznick grows, so do our career opportunities. As one of the nation&rsquo;s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!</p><p>
CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients&rsquo; unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.</p><p>
We currently have an exciting career opportunity for a <b>Senior Associate</b> to join the team.</p><p>
CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.</p><p><b>
YOUR TEAM.</b></p><p>
This position is rooted within the <b>Client Advisory &amp; Management Services</b> practice. The CAMS team partners closely with clients to strengthen and modernize their finance and accounting functions. Our professionals deliver hands‑on support across day‑to‑day accounting, financial reporting, month‑end close, audit readiness, budgeting, and process improvement, helping organizations operate more efficiently and make informed business decisions. The team serves a diverse client base from entrepreneurial and growth‑stage companies to established middle‑market organizations, across a variety of industries. CAMS works directly with business owners, CFOs, and leadership teams, acting as an extension of the client&rsquo;s internal finance function while leveraging technology and best practices to scale operations and drive long‑term success.</p><p><b>
WHY COHNREZNICK?</b></p><p>
At CohnReznick, we&rsquo;re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it&rsquo;s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your &ldquo;why&rdquo; at the firm.</p><p>
We believe it&rsquo;s important to balance work with everyday life &ndash; and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning &amp; development, and even paid time off for employees to volunteer.</p><p><b><i>
YOUR ROLE</i></b></p><p><b><i>
Responsibilities include, but are not limited to:</i></b></p><ul><li>
The<b> Senior Associate</b> in our Client Advisory and Management Services team will be expected to supervise and review work from our bookkeepers, including monthly bookkeeping and financial reporting, and tackle non-routine projects that our clients need. In addition to being a resource to other supported team members, Senior Associates can be expected to assist with onboarding new clients and documenting policies and procedures for bookkeeping processes. Experience with Quickbooks Online and BILL is a plus, as well as familiarity with budgeting, invoicing and payroll.</li></ul><p></p><p><b><br>
YOUR EXPERIENCE.</b></p><p><b><i>
The successful candidate will have:</i></b></p><ul><li>
Bachelor's or Master's in Accounting/Taxation preferred</li><li>
CPA, JD or EA not required but preferred</li><li>
3-5 years' experience in a public accounting firm</li><li>
1+ year of supervisory experience</li><li>
Ability to lead, manage and develop staff in a highly interactive team environment</li><li>
Strong knowledge and experience with Excel</li><li>
Solid working knowledge of Microsoft Office and Quickbooks Online</li><li>
Exceptional organizational, communication and presentation (verbal and written) skills</li></ul><p>
Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you&rsquo;re excited about this role but your experience doesn&rsquo;t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.</p><p>
In <b>New York</b>, the salary range for a <b>Senior Associate</b> is $85,000 to $140,000. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded, and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit<b> </b><b>Life at CohnReznick</b><b>.</b></p><p>
&quot;CohnReznick&quot; is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.</p><p>
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters</p><p>
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.</p><p>
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.</p><p>
#GD #CB #LI-ES1 #LI-Remote</p></div></div></div></div></div></div></div></div></div></div></div></div><p></p>

Senior Associate [Client Advisory & Management Services Group]

Hornblower Group

<div>
 <p>
  <strong>
   Position Summary:
  </strong>
 </p>
 <p>
  Hornblower is seeking a Senior F&amp;A for Ferries &amp; Concessions to partner
 </p>
 <p>
  directly with Blaine Mitten, the Divisional CFO and President of the division. This is a high-visibility role at the center of financial strategy and business partnering. This is a data-driven, execution-heavy role focused on analytics, reporting, and decision support - ideal for an intellectually curious, detail orientated, and driven finance leader who thrives in fast-paced, change-oriented
 </p>
 <p>
  environments. The F&amp;A function is undergoing modernization, and the incoming Senior F&amp;A will be instrumental in embedding financial rigor, improving business partnering, and creating scalable, data-driven processes to support decision-making and growth.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Duties and Responsibilities:
  </strong>
 </p>
 <ul>
  <li>
   Serve as a trusted advisor to the Group CFO, Divisional CFO, President of the division, contributing to strategic and financial decisions.
  </li>
  <li>
   Analytical horsepower: Deep comfort with large data sets, building models, and extracting insights quickly.
  </li>
  <li>
   Execution focus: Highly detail-oriented and capable of driving outputs independently.
  </li>
  <li>
   Drive forward-looking analysis, forecasting, and performance management to support growth and value creation.
  </li>
  <li>
   Present confidently and persuasively to senior executives, investors, and the board.
  </li>
  <li>
   Instill financial rigor, operational discipline, and accountability across the
  </li>
  <li>
   organization.
  </li>
  <li>
   Partner cross-functionally with operations, commercial, and accounting leaders to enhance reporting, planning, and analytics.
  </li>
  <li>
   Establish rapid reporting cycles and drive improvements in monthly/quarterly close to-report timelines.
  </li>
  <li>
   Support on the development of KPI dashboards, variance analyses, and scenario modeling to support strategic initiatives.
  </li>
  <li>
   Serve as a catalyst for speed and insight, transforming the FP&amp;A function from reactive to proactive business partnering.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Requirements &amp; Qualifications:
  </strong>
 </p>
 <ul>
  <li>
   Years of progressive FP&amp;A or strategic finance experience, ideally within private equity-backed or fast-moving private company environments.
  </li>
  <li>
   Background in investment banking, consulting, or professional services(e.g.,
  </li>
  <li>
   Goldman Sachs, McKinsey, Big 4) preferred.
  </li>
  <li>
   Deep experience with financial modeling, reporting, and KPI management.
  </li>
  <li>
   Exceptionally hands-on and analytical with a strong focus on execution.
  </li>
  <li>
   High EQ, leadership presence, and intellectual curiosity.
  </li>
  <li>
   Hands-on familiarity with modern finance systems (Power BI, Tableau, Planful &amp; Great Plains a plus).
  </li>
  <li>
   Must be based in New York OR willing to relocate (non-negotiable; relocation supported)
  </li>
 </ul>
 <p>
 </p>
</div>


Senior Financial Analyst

Solomon Page

<div>
 A rare opportunity to operate at the highest level to support the Managing Partner of one of the most respected private equity firms, from offices that set a new standard for what a workplace can be
 <em>
  .
 </em>
 You'll be the right hand to a highly accomplished and fast-moving Managing Partner. This is not a traditional administrative role &mdash; it demands genuine judgment, relentless discretion, and a talent for making complex things look effortless. You'll manage everything from a demanding global travel schedule and board-level calendar to personal errands and family logistics, all while maintaining the highest professional standards.
 <br/>
 <br/>
 <ul>
  <li>
   140-160k with generous bonus
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Responsibilities:
  <br/>
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Own a complex, ever-shifting calendar across multiple time zones
  </li>
  <li>
   Coordinate international travel &mdash; private &amp; commercial
  </li>
  <li>
   Manage correspondence, briefings, and investor communications
  </li>
  <li>
   Liaise with portfolio company executives and board members
  </li>
  <li>
   Handle personal logistics: reservations, household vendors, events
  </li>
  <li>
   Prepare meeting materials, decks, and agendas
  </li>
  <li>
   Anticipate needs before they become problems
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Required Qualifications:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s degree
  </li>
  <li>
   5+ years supporting a senior executive, ideally in finance
  </li>
  <li>
   Flawless written and verbal communication
  </li>
  <li>
   Comfort managing blurred professional/personal lines
  </li>
  <li>
   Poise under pressure and total commitment to discretion
  </li>
  <li>
   Exceptional organizational instincts and follow-through
  </li>
  <li>
   Proficiency with Microsoft 365 and modern scheduling tools
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 If you meet the required qualifications and are interested in this role, please apply today.
 <br/>
 <br/>
 <strong>
  The Solomon Page Distinction
  <br/>
  <br/>
 </strong>
 Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs &ndash; this specialized approach sets us apart in the industries we serve.
 <br/>
 <br/>
 <strong>
  About Solomon Page
  <br/>
  <br/>
 </strong>
 Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn.
 <br/>
 <br/>
 Opportunity Awaits.
 <br/>
 <br/>
</div>


Executive/Personal Assistant to Co Partner

Explore 847+ Senior private client advisor in New York this May. Find roles across top companies and apply now to boost your career.