Find Your Next Opportunity
Take Your Accounting & Finance Career to the Next Level!
Are you ready to elevate your career? This is your chance to work with Fortune 500 companies, enjoy a balanced lifestyle, and unlock incredible earning potential! This is the role you've been waiting for.
Accelerate Your Career:
Are you eager to grow professionally without being tied down by the traditional BIG4 or Top-Tier public accounting firm structure? Look no further. Here, your career growth is limitless. You’ll work on high-impact financial and accounting projects for some of the nation’s largest corporations—projects that truly make a difference. Join a team that values and invests in your personal and professional development.
Work-Life Balance:
Fed up with long, grueling hours? We get it. That’s why our client prioritize work-life balance, giving you the opportunity to enjoy life outside of work without compromising your career. Say goodbye to the demanding hours typical of public accounting firms.
Compensation & Benefits:
You will receive a very attractive compensation package that includes:
- Competitive Base Salary
- Annual Bonus
- Comprehensive Medical, Dental, and Vision Coverage
- Generous 401(k) Match
- Profit Sharing
- Tuition Assistance
- Generous Vacation & Sick Time
- Paid Holidays
What We're Looking For:
You’re the ideal candidate if you have:
- A Bachelor’s Degree in Accounting or a related field
- At least 3 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- A CPA (or plans to pursue certification)
Ready to take the next step? Apply now and join a company that truly invests in your future!
Take Your Accounting & Finance Career to the Next Level!
Are you ready to elevate your career? This is your chance to work with Fortune 500 companies, enjoy a balanced lifestyle, and unlock incredible earning potential! This is the role you've been waiting for.
Accelerate Your Career:
Are you eager to grow professionally without being tied down by the traditional BIG4 or Top-Tier public accounting firm structure? Look no further. Here, your career growth is limitless. You’ll work on high-impact financial and accounting projects for some of the nation’s largest corporations—projects that truly make a difference. Join a team that values and invests in your personal and professional development.
Work-Life Balance:
Fed up with long, grueling hours? We get it. That’s why our client prioritize work-life balance, giving you the opportunity to enjoy life outside of work without compromising your career. Say goodbye to the demanding hours typical of public accounting firms.
Compensation & Benefits:
You will receive a very attractive compensation package that includes:
- Competitive Base Salary
- Annual Bonus
- Comprehensive Medical, Dental, and Vision Coverage
- Generous 401(k) Match
- Profit Sharing
- Tuition Assistance
- Generous Vacation & Sick Time
- Paid Holidays
What We're Looking For:
You’re the ideal candidate if you have:
- A Bachelor’s Degree in Accounting or a related field
- At least 3 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- A CPA (or plans to pursue certification)
Ready to take the next step? Apply now and join a company that truly invests in your future!
Responsibilities
- Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers
- Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk
- Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes
- Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches
- Development of new financial models, analytics and tools to support the fixed income trading desks
- Integration of financial models into Firm systems.
- Tactical support of risk and pricing activities on the fixed income trading desks.
Professional Experience
- 5+ years of experience in quantitative modeling & strategy with a focus on fixed income and securitized products
- Master’s degree in a quantitative field
- Knowledge of pricing and risk models for financial derivatives
Take Your Accounting & Finance Career to the Next Level!
Are you ready to elevate your career? This is your chance to work with Fortune 500 companies, enjoy a balanced lifestyle, and unlock incredible earning potential! This is the role you've been waiting for.
Accelerate Your Career:
Are you eager to grow professionally without being tied down by the traditional BIG4 or Top-Tier public accounting firm structure? Look no further. Here, your career growth is limitless. You’ll work on high-impact financial and accounting projects for some of the nation’s largest corporations—projects that truly make a difference. Join a team that values and invests in your personal and professional development.
Work-Life Balance:
Fed up with long, grueling hours? We get it. That’s why our client prioritize work-life balance, giving you the opportunity to enjoy life outside of work without compromising your career. Say goodbye to the demanding hours typical of public accounting firms.
Compensation & Benefits:
You will receive a very attractive compensation package that includes:
- Competitive Base Salary
- Annual Bonus
- Comprehensive Medical, Dental, and Vision Coverage
- Generous 401(k) Match
- Profit Sharing
- Tuition Assistance
- Generous Vacation & Sick Time
- Paid Holidays
What We're Looking For:
You’re the ideal candidate if you have:
- A Bachelor’s Degree in Accounting or a related field
- At least 3 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- A CPA (or plans to pursue certification)
Ready to take the next step? Apply now and join a company that truly invests in your future!
Account Executive – Remote (US)
Join a leading provider of legal and regulatory intelligence as we expand our global sales team. We’re looking for a driven Account Executive to build new client relationships across financial institutions and professional services firms. This is a “hunter” role — focused on outbound prospecting, winning new logos, and driving subscription growth.
What you’ll do
- Identify and engage new prospects through targeted outreach and lead generation.
- Qualify opportunities and manage them through the full sales cycle — from discovery through trials and close.
- Partner with subject matter experts to deliver impactful product demonstrations.
- Represent the company at industry events, building relationships and visibility.
- Lead commercial negotiations, supported by our in-house legal team.
- Maintain accurate pipeline activity and reporting in Salesforce.
What we’re looking for
- Proven experience in business development, ideally within information services, SaaS, or professional services.
- A strong track record of outbound sales and new business acquisition.
- Confidence engaging senior stakeholders in financial services and professional services.
- Ability to quickly grasp complex subject matter and explain value clearly.
- Organized, detail-oriented, and motivated to exceed targets.
Why join?
You’ll be part of an ambitious, growing company that is investing heavily in product, international expansion, and sales talent. If you’re entrepreneurial, client-focused, and ready to make an impact, we’d love to hear from you.
A family-owned private investment firm is looking to bring in a VP of Finance to own and build their early-stage HoldCo division.
This role is the top finance seat at the HoldCo level, equal parts Head of Finance and FP&A lead. You'll own consolidated reporting across multiple OpCos, serve as the primary finance partner to the CEO, and be the point person for lenders, capital providers, and ownership. As the firm continues to acquire, you'll also be embedded in deal execution and integration.
The firm is scaling, the capital structure is evolving, and they need someone who can build infrastructure while running the day-to-day.
Responsibilities
- Consolidated budgeting, forecasting, and long-range financial planning across all portfolio companies
- Monthly/quarterly/annual reporting packages for ownership and external stakeholders
- Covenant compliance, borrowing base reporting, and lender relationship management
- Oversight of OpCo Controllers like setting standards, ensuring consistency, developing the team
- Financial due diligence, transaction accounting, and post-acquisition integration
- Translating financial performance into clear insights for executive decision-making
- Building scalable systems, controls, and reporting processes as the portfolio grows
Qualifications
- 8+ years in finance with meaningful senior-level scope
- HoldCo, multi-entity, or portfolio company experience strongly preferred
- Strong FP&A foundation (modeling, variance analysis, scenario planning)
- M&A exposure: diligence, structuring, integration
- CPA and/or MBA preferred
- A communicator who can work across OpCo operators and ownership-level stakeholders equally well
This is a full REMOTE role with the capacity to hold strong influence, strategic oversight, and full ownership.
Account Executive – WealthTech / FinTech (RIA Focus)
A fast-growing financial technology company is looking to add an Account Executive to its sales team. This role will focus on developing relationships with independent wealth management firms and financial advisors, expanding adoption within existing clients while also driving new business.
This is an opportunity to join a collaborative and fast-moving team building technology solutions for the wealth management industry.
About You
You are a highly motivated sales professional with a passion for finance, technology, and relationship-driven sales. You thrive in fast-paced environments and enjoy working closely with clients to understand their needs and deliver solutions that create long-term value.
You are organized, proactive, and able to manage multiple priorities while maintaining a strong focus on results. You are comfortable working both independently and collaboratively with internal teams including marketing, product, and client success.
About the Role
As an Account Executive, you will work directly with wealth management firms and independent financial advisors, helping them adopt technology solutions that improve how they serve their clients and manage their businesses.
You will manage the full sales cycle—from prospecting and discovery through implementation and client adoption—while partnering with internal teams to support long-term client success.
Key Responsibilities
- Own and manage the full sales cycle from prospecting through closing and client onboarding
- Build and maintain relationships with wealth management firms and financial advisors
- Expand adoption within existing clients while identifying and developing new business opportunities
- Work closely with marketing and business development teams to convert inbound and outbound opportunities
- Maintain an accurate pipeline and manage sales activity through CRM systems
- Collaborate with internal teams to share client feedback and inform product and growth strategy
- Represent the company at industry events and conferences when appropriate
- Stay informed on trends within financial services and wealth management technology
Minimum Qualifications
- Bachelor’s degree or equivalent professional experience
- 4+ years of experience in sales, account management, or business development
- Strong communication and relationship-building skills
- Ability to manage multiple client conversations and opportunities simultaneously
- Experience working in a performance-driven sales environment
Preferred Experience
- Experience selling financial technology or software solutions
- Experience working with wealth management firms, financial advisors, or RIAs
- Experience in a startup or high-growth technology environment
- Strong interest in financial markets and the evolving wealth management landscape
Account Executive – Remote (US)
Join a leading provider of legal and regulatory intelligence as we expand our global sales team. We’re looking for a driven Account Executive to build new client relationships across financial institutions and professional services firms. This is a “hunter” role — focused on outbound prospecting, winning new logos, and driving subscription growth.
What you’ll do
- Identify and engage new prospects through targeted outreach and lead generation.
- Qualify opportunities and manage them through the full sales cycle — from discovery through trials and close.
- Partner with subject matter experts to deliver impactful product demonstrations.
- Represent the company at industry events, building relationships and visibility.
- Lead commercial negotiations, supported by our in-house legal team.
- Maintain accurate pipeline activity and reporting in Salesforce.
What we’re looking for
- Proven experience in business development, ideally within information services, SaaS, or professional services.
- A strong track record of outbound sales and new business acquisition.
- Confidence engaging senior stakeholders in financial services and professional services.
- Ability to quickly grasp complex subject matter and explain value clearly.
- Organized, detail-oriented, and motivated to exceed targets.
Why join?
You’ll be part of an ambitious, growing company that is investing heavily in product, international expansion, and sales talent. If you’re entrepreneurial, client-focused, and ready to make an impact, we’d love to hear from you.
About the Role
The U.S. Accounting Policies and Procedures Manager reports to the Senior Manager, U.S. Accounting Policies and Procedures and is responsible to assist in setting U.S. GAAP policy and delivering reliable guidance on U.S. GAAP and IFRS accounting standards – including impacts on regulatory reporting – in an efficient and timely manner. He/she assists in the development, maintenance and implementation of policies, procedures and methodologies in coordination with head office IFRS accounting policies and procedures professionals.
Responsibilities
- Support the implementation of accounting policy matters for the combined U.S. operations of the bank.
- Assist in the implementation of accounting policies, procedures and support process implementation.
- Document and update U.S. GAAP accounting policies and procedures.
- Develop and administer training on U.S. GAAP accounting standards, IFRS/U.S. GAAP differences, and changes or developments in accounting standards.
- Conduct research on U.S. GAAP technical accounting issues including support for IFRS interpretations.
- Identify and facilitate the involvement of key stakeholders.
- Provide support to stakeholders on financial and regulatory reporting issues and/or changes.
- Maintain an expert knowledge of U.S. GAAP and ensure alignment with regulatory reporting policies and procedures.
- Review financial statements and related footnote disclosures to ensure compliance with U.S. GAAP.
- Initiate problem resolution for discrepancies and contributes to quality control and process.
- Serves as a point of contact for inquiries and problem resolution with business partners.
- Participate in periodic meetings/change management for finance and regulatory reporting matters at the Bank.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Take Your Accounting & Finance Career to the Next Level!
Are you ready to elevate your career? This is your chance to work with Fortune 500 companies, enjoy a balanced lifestyle, and unlock incredible earning potential! This is the role you've been waiting for.
Accelerate Your Career:
Are you eager to grow professionally without being tied down by the traditional BIG4 or Top-Tier public accounting firm structure? Look no further. Here, your career growth is limitless. You’ll work on high-impact financial and accounting projects for some of the nation’s largest corporations—projects that truly make a difference. Join a team that values and invests in your personal and professional development.
Work-Life Balance:
Fed up with long, grueling hours? We get it. That’s why our client prioritize work-life balance, giving you the opportunity to enjoy life outside of work without compromising your career. Say goodbye to the demanding hours typical of public accounting firms.
Compensation & Benefits:
You will receive a very attractive compensation package that includes:
- Competitive Base Salary
- Annual Bonus
- Comprehensive Medical, Dental, and Vision Coverage
- Generous 401(k) Match
- Profit Sharing
- Tuition Assistance
- Generous Vacation & Sick Time
- Paid Holidays
- Travel opportunities (not a requirement - an option)
What We're Looking For:
You’re the ideal candidate if you have:
- A Bachelor’s Degree in Accounting or a related field
- At least 3-4 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- CPA or working towards
- Strong leadership skills
Ready to take the next step? Apply now and join a company that truly invests in your future!
Take Your Accounting & Finance Career to the Next Level!
Are you ready to elevate your career? This is your chance to work with Fortune 500 companies, enjoy a balanced lifestyle, and unlock incredible earning potential! This is the role you've been waiting for.
Accelerate Your Career:
Are you eager to grow professionally without being tied down by the traditional BIG4 or Top-Tier public accounting firm structure? Look no further. Here, your career growth is limitless. You’ll work on high-impact financial and accounting projects for some of the nation’s largest corporations—projects that truly make a difference. Join a team that values and invests in your personal and professional development.
Work-Life Balance:
Fed up with long, grueling hours? We get it. That’s why our client prioritize work-life balance, giving you the opportunity to enjoy life outside of work without compromising your career. Say goodbye to the demanding hours typical of public accounting firms.
Compensation & Benefits:
You will receive a very attractive compensation package that includes:
- Competitive Base Salary
- Annual Bonus
- Comprehensive Medical, Dental, and Vision Coverage
- Generous 401(k) Match
- Profit Sharing
- Tuition Assistance
- Generous Vacation & Sick Time
- Paid Holidays
- Travel opportunities (not a requirement - an option)
What We're Looking For:
You’re the ideal candidate if you have:
- A Bachelor’s Degree in Accounting or a related field
- At least 3-4 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- CPA or working towards
- Strong leadership skills
Ready to take the next step? Apply now and join a company that truly invests in your future!
Take Your Accounting & Finance Career to the Next Level!
Are you ready to elevate your career? This is your chance to work with Fortune 500 companies, enjoy a balanced lifestyle, and unlock incredible earning potential! This is the role you've been waiting for.
Accelerate Your Career:
Are you eager to grow professionally without being tied down by the traditional BIG4 or Top-Tier public accounting firm structure? Look no further. Here, your career growth is limitless. You’ll work on high-impact financial and accounting projects for some of the nation’s largest corporations—projects that truly make a difference. Join a team that values and invests in your personal and professional development.
Work-Life Balance:
Fed up with long, grueling hours? We get it. That’s why our client prioritize work-life balance, giving you the opportunity to enjoy life outside of work without compromising your career. Say goodbye to the demanding hours typical of public accounting firms.
Compensation & Benefits:
You will receive a very attractive compensation package that includes:
- Competitive Base Salary
- Annual Bonus
- Comprehensive Medical, Dental, and Vision Coverage
- Generous 401(k) Match
- Profit Sharing
- Tuition Assistance
- Generous Vacation & Sick Time
- Paid Holidays
What We're Looking For:
You’re the ideal candidate if you have:
- A Bachelor’s Degree in Accounting or a related field
- At least 3 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- A CPA (or plans to pursue certification)
Ready to take the next step? Apply now and join a company that truly invests in your future!
About the Role
Provide regulatory reporting advice, issuing policy interpretation and guidelines on technical regulatory capital issues involving our New York Branch, Bank Holding Company, broker-dealer and other affiliates.
Responsibilities
- Assess the regulatory capital impact of proposed new products and complex business transactions.
- Assist with the Development and maintenance of Regulatory Capital Policies by drafting, analyzing and presenting key rules and interpretations.
- Draft new policies related to the upcoming Basel III Endgame.
- Assist in interacting with members of the Federal Reserve and other regulatory bodies on technical regulatory reporting matters, when necessary.
- Provide technical expertise to draft comment letters in response to new proposed regulations or changes in existing regulations, when applicable.
- Participate in regulatory reporting and regulatory policy industry forums, discussing capital, liquidity and other regulatory topics.
- Provide advice to various stakeholders on issues and questions related to risk-weighting and capital for our bank, broker-dealer and capital market, as well as liquidity reports such as the FR 2052a. Properly document the question and response including underlying rationale and analysis.
- Demonstrate technical knowledge of regulatory capital rules for our banks, bank holding and broker-dealer (e.g., FRY-9C schedule HC-R, FFIEC 041 schedule RC-R, Focus Report, NFA monthly reporting).
- Assess the impact of the upcoming Basel III endgame proposal and support Regulatory stakeholders in implementing these changes.
Qualifications
- Bachelor’s degree (preferably in Finance, Accounting or Business)
- 5-10 years of regulatory policy (preferred), or regulatory reporting, or advisory experience in the banking industry.
- Strong knowledge of regulatory capital requirements, including Credit Risk and Market Risk, net capital calculation.
- Strong communication skills to discuss relevant (complex) topics with senior management and key stakeholders.
Take Your Accounting & Finance Career to the Next Level!
Are you ready to elevate your career? This is your chance to work with Fortune 500 companies, enjoy a balanced lifestyle, and unlock incredible earning potential! This is the role you've been waiting for.
Accelerate Your Career:
Are you eager to grow professionally without being tied down by the traditional BIG4 or Top-Tier public accounting firm structure? Look no further. Here, your career growth is limitless. You’ll work on high-impact financial and accounting projects for some of the nation’s largest corporations—projects that truly make a difference. Join a team that values and invests in your personal and professional development.
Work-Life Balance:
Fed up with long, grueling hours? We get it. That’s why our client prioritize work-life balance, giving you the opportunity to enjoy life outside of work without compromising your career. Say goodbye to the demanding hours typical of public accounting firms.
Compensation & Benefits:
You will receive a very attractive compensation package that includes:
- Competitive Base Salary
- Annual Bonus
- Comprehensive Medical, Dental, and Vision Coverage
- Generous 401(k) Match
- Profit Sharing
- Tuition Assistance
- Generous Vacation & Sick Time
- Paid Holidays
What We're Looking For:
You’re the ideal candidate if you have:
- A Bachelor’s Degree in Accounting or a related field
- At least 3 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- A CPA (or plans to pursue certification)
Ready to take the next step? Apply now and join a company that truly invests in your future!
Take Your Accounting & Finance Career to the Next Level!
Are you ready to elevate your career? This is your chance to work with Fortune 500 companies, enjoy a balanced lifestyle, and unlock incredible earning potential! This is the role you've been waiting for.
Accelerate Your Career:
Are you eager to grow professionally without being tied down by the traditional BIG4 or Top-Tier public accounting firm structure? Look no further. Here, your career growth is limitless. You’ll work on high-impact financial and accounting projects for some of the nation’s largest corporations—projects that truly make a difference. Join a team that values and invests in your personal and professional development.
Work-Life Balance:
Fed up with long, grueling hours? We get it. That’s why our client prioritize work-life balance, giving you the opportunity to enjoy life outside of work without compromising your career. Say goodbye to the demanding hours typical of public accounting firms.
Compensation & Benefits:
You will receive a very attractive compensation package that includes:
- Competitive Base Salary
- Annual Bonus
- Comprehensive Medical, Dental, and Vision Coverage
- Generous 401(k) Match
- Profit Sharing
- Tuition Assistance
- Generous Vacation & Sick Time
- Paid Holidays
What We're Looking For:
You’re the ideal candidate if you have:
- A Bachelor’s Degree in Accounting or a related field
- At least 3 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- A CPA (or plans to pursue certification)
Ready to take the next step? Apply now and join a company that truly invests in your future!
2 ROUND INTERVIEW PROCESS!
Our client, a fast growing boutique fund servicer specializing in Private Equity investments is looking to grow their team and bring in a Senior Fund Accountant to service their ever increasing clientele. This specific role will be set on an accelerated pathway to Assistant Manager level.
Responsibilities:
- Prepare day-to-day accounting activities for multiple funds, including financial reporting, cash management, and expense allocation.
- Ensure accurate and timely preparation of financial statements, investor reports, and other fund-related documents.
- Coordinate fund launches, closings, and capital calls/distributions in accordance with fund documents and regulatory guidelines.
- Support junior staff, providing guidance on technical matters, work review, and development improvements.
Qualifications:
- Bachelor's degree in Accounting, Finance, or related field
- 3-6 years of progressive experience in fund accounting within the private equity industry.
- Strong analytical skills and attention to detail, with the ability to perform capital calls and distribution calculations.
- Excellent interpersonal skills, with the ability to collaborate cross-functionally and build relationships with internal and external stakeholders.
*This role will be reporting to their Stamford, CT office 2-3 days per week. They have an employee parking lot if you have a car and offer a free shuttle from the train station to the office.*
The VP will combine strong market risk expertise—including Value at Risk (VaR), stress testing, and interest rate sensitivities—with advanced Python programming to modernize and automate market risk analytics, models, and reporting processes. The role will focus on improving model performance, streamlining data workflows, and transforming manual processes into scalable, well-controlled automated solutions supporting both regulatory and internal risk management.
This position also supports regulatory stress testing initiatives, including CCAR and Global Market Shock (GMS), contributing to scenario design, risk factor mapping, analysis, and regulatory reporting. The VP will ensure tools and models meet model risk management standards through robust documentation, testing frameworks, and performance monitoring.
Key Responsibilities
- Develop and enhance market risk analytical tools, models, and data processes supporting CUSO regulatory and internal reporting.
- Use Python to modernize risk models, automate workflows, and improve scalability, efficiency, and controls.
- Support CCAR and Global Market Shock (GMS) stress testing, including scenario design, risk factor mapping, analysis, and reporting.
- Convert manual or tactical processes into automated, scalable solutions aligned with model risk and operational governance standards.
- Maintain clear model and process documentation to meet governance, audit, and regulatory expectations.
- Partner with Market Risk, IT, Front Office, Data Governance, and global teams to strengthen data pipelines and risk analytics capabilities.
- Conduct testing, UAT, and performance reviews to ensure reliability and accuracy of risk models and reporting outputs.
Qualifications
- Bachelor’s degree in Finance, Economics, Mathematics, Business, or a related field
- 5+ years of experience in Market Risk or Risk Analytics
- Strong understanding of Value-at-Risk (VaR), stress testing, and backtesting methodologies
- Advanced Python programming and experience building analytical tools or models
- Experience with CCAR and/or Global Market Shock (GMS) frameworks preferred
- Strong analytical, documentation, and cross-functional collaboration skills
2 ROUND INTERVIEW PROCESS!
Our client, a fast growing boutique fund servicer specializing in Private Equity investments is looking to grow their team and bring in a Senior Fund Accountant to service their ever increasing clientele. This specific role will be set on an accelerated pathway to Assistant Manager level.
Responsibilities:
- Prepare day-to-day accounting activities for multiple funds, including financial reporting, cash management, and expense allocation.
- Ensure accurate and timely preparation of financial statements, investor reports, and other fund-related documents.
- Coordinate fund launches, closings, and capital calls/distributions in accordance with fund documents and regulatory guidelines.
- Support junior staff, providing guidance on technical matters, work review, and development improvements.
Qualifications:
- Bachelor's degree in Accounting, Finance, or related field
- 3-6 years of progressive experience in fund accounting within the private equity industry.
- Strong analytical skills and attention to detail, with the ability to perform complex capital calls and distribution calculations.
- Excellent interpersonal skills, with the ability to collaborate cross-functionally and build relationships with internal and external stakeholders.
This VP role is responsible for advancing risk data governance, improving operational data quality, and supporting regulatory compliance, including BCBS 239. The position will oversee risk data assets, lead data quality initiatives, and support accurate and timely risk reporting through collaboration with Risk, Technology, and the Chief Data Office (CDO).
Key Responsibilities
- Execute and enhance the risk data governance framework, ensuring alignment with regulatory standards and CDO policies.
- Document data lineage and capture governance artifacts using Collibra.
- Define and monitor data quality controls and metrics, producing regular data quality scorecards.
- Identify and resolve data quality issues in partnership with the CDO team, Technology, and business stakeholders.
- Ensure the timely, accurate, and complete aggregation of risk data to support reporting and regulatory requirements.
- Support the development and maintenance of clear, reliable risk reporting outputs for key stakeholders.
Qualifications
- 6–9 years of professional experience, including 3–4 years in data management within financial services, preferably in the risk domain.
- Experience supporting credit risk reporting, including data quality monitoring and remediation
- Strong SQL skills required; Python experience preferred.
- Familiarity with banking data systems (SQL/NoSQL) and cloud data platforms (e.g., Azure).
- Bachelor’s degree required, preferably in Computer Science, Information Systems, or Data Management.
- MBA or advanced degree (MS/PhD) in a related field preferred.
Our client is seeking an Associate to support the enhancement of credit portfolio reporting, data infrastructure, and governance. This role will focus on developing new portfolio reports, improving data sourcing and controls, and automating reporting processes. The Associate will partner closely with Business, Risk Data, and Technology teams to deliver accurate, insightful reporting for senior management.
Key Responsibilities
- Develop and enhance credit portfolio risk reports and dashboards, including exposure, concentration, limits, and trend analysis
- Identify opportunities to improve reporting processes, data sourcing, transformation, and controls
- Coordinate data and reporting enhancement projects, ensuring timely delivery and clear stakeholder communication
- Automate reporting workflows to improve efficiency and accuracy
Qualifications
- Bachelor’s degree in Finance, Economics, Statistics, or a related field (Master’s, CFA, FRM a plus)
- 3+ years of experience at a large financial institution, preferably in credit portfolio reporting or monitoring
- Understanding of credit risk management concepts, risk appetite metrics, and regulatory requirements
- Strong analytical, problem-solving, and communication skills
- Advanced Excel and PowerPoint skills; experience with SQL, Python, Alteryx, and/or Power BI is a plus
- Ability to manage multiple priorities in a fast-paced, collaborative environment
About the Company
My client, a Leading Investment Bank is looking for an experienced finance professional to join the Product Control team responsible for daily P&L validation, attribution, reporting, price testing and other ad hoc analytical functions. The successful candidate will be involved in internal controls, process efficiency, and finance transformation projects. The candidate will also document department-level policies and procedures and manage the EUC (End User Computing) control process for critical spreadsheets.
About the Role
Manage the processes around daily P&L validation, explanation, and reporting for interest rate and XVA desks. Actively engage in the enhancement of the independent price verification framework for rates derivatives products and xVA. Lead creation/automation of templates and enhancing the controls around P&L reporting.
Responsibilities
- Manage the processes around daily P&L validation, explanation, and reporting for interest rate and XVA desks.
- Actively engage in the enhancement of the independent price verification framework for rates derivatives products and xVA.
- Lead creation/automation of templates and enhancing the controls around P&L reporting.
- Assist with transformation efforts to modernize the company's financial infrastructure.
- Monitor trading activity for ad-hoc valuations and trade reserves and work with partners to ensure accuracy of financial statements.
- Document new policies and procedures.
- Review and manage Volcker Reporting requirements.
Qualifications
- Bachelor’s degree in accounting or finance or equivalent field of study.
- CPA, CFA, or FRM is a plus.
- 10+ years of combined experience in financial services audit or capital markets advisory or fixed income product control.
- Derivatives experience required. Experience in Rates business or xVA is an advantage.
- Working knowledge of product control processes, trade lifecycle, and proper internal controls framework within capital markets fixed income or advisory.
- Knowledge of derivatives and other financial instruments per US GAAP.
- Leadership skills with proven ability to mentor and train junior staff.
- Proficiency in Excel, including working knowledge of advanced functions.
- Ability to work with big data and understand system architecture.
About the Role
Leading Investment Bank is looking for a VP, Capital Reporting to join the Capital Analytics team. The candidate will support calculation of RWA relative to Basel Rule for both credit and market risk. The VP, Capital Reporting will also work closely with key partners leading the RWA transformation efforts such as calculation automation, changes related to Basel III Endgame readiness, CCAR, SA-CCR as well as work with regulatory policy to interpret rule changes.
The VP, Capital Reporting will play a crucial role in supporting the calculation of RWA and ensuring compliance with regulatory requirements.
Responsibilities
- Calculate quarterly capital ratios and credit and market risk weighted asset calculation for the Bank Holding Company.
- Analyze Basel RWA Reporting based on US Regulatory requirements.
- Test case reviews and user acceptance testing of the calculation engine automation.
- Work with IT on systems implementation.
- Improve governance, efficiency and control through process optimization, and proactively identifying and remediating areas of regulatory deficiencies.
- Identify opportunities for automation, increased transparency, and enhancement of business processes.
Qualifications
- Bachelor’s degree in finance, accounting or similar discipline.
- 8+ years of related work experience.
- RWA calculation experience necessary
Taurus is representing a fast growing fintech firm based in NYC that is looking to bring on an Email Marketing Specialist. This innovative organization focuses on the RIA market to deliver unique financial products that are less easily accessible. With well over $1T in assets under management, and a lean team, this is an opportunity to be apart of a rapidly scaling start up that is changing the wealth advisory space.
This is a data-driven role that will work on B2B and B2B2C email marketing. The ideal professional will have strong knowledge of HubSpot, and knowledge of how to improve performance in all aspects of email marketing. Someone that cares about engagement, conversation and loves numbers will be the ideal profile. This position will bring a creative mindset to messaging while also working with reporting tools and data teams to make actionable moves. This role will report into the Head of Marketing Analytics.
Responsibilities:
- Manage outbound email marketing campaigns (organic and paid)
- Collaborate with vendors such as third party list services and media properties
- Own the email calendar and manage the mailing schedule to different parties
- Provide support on paid and organic LinkedIn posts alongside the PR and content teams
- Work closely with sales of targeting leads, assisting with follow up and work consistently towards improvement
- Ad hoc cross-functional projects
Qualifications
- Bachelors degree
- 5+ years of marketing experience
- 2+ years in email marketing
- HubSpot experience preferred
- Experience working in financial services - wealth management preferred
Due to the nature of this role - candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA - additional regulatory screenings may apply
A mid-sized credit hedge fund is looking for a strong public accountant who is looking to transition to the private sector. This is a fantastic opportunity to work in a promote-from-within environment that offers mentorship from professionals who have worked at top tier blue-chip firms. This is a dynamic role that will work on fund accounting, as well as investor reporting, valuations work, trade support and numerous projects involving tools such as AI integration.
This will work on credit hedge funds, SPV structures and interval funds!
Responsibilities:
- Prepare performance reporting and NAV estimates
- Assist fund administrators and external auditors with tasks as needed, such as month end close and reviewing investor allocations
- Preview P&L and custody reconciliation and breaks with the trade support team
- Assist with coordination of financial statements, capital activity management, and review of tax schedules
- Assist the investor relations team on subscriptions, redemptions, performance estimates and ad hoc requests
- Assist with accounting responsibiltiies for the management company, such as fee processing and invoicing
- Prep regulatory filigns such as Form PF and PQR
- Prepare performance analytics to provide to management
Requirements:
- 2-6 years of expereince in public accounting or private accounting for hedge funds, or high volume accounting for private equity or credit funds.
- Bachelors degree in accounting, finance or related field
- CPA preferred
The Opportunity
Join a premier global Energy & Infrastructure investment platform as a key member of their American expansion operating within a global investment team. This role offers the unique opportunity to sit at the intersection of a massive global capital base and a high performing, entrepreneurial investment team. While your primary mandate will be driving Energy Transition deals, you will gain diversified exposure to the Digital Infrastructure sectors.
Key Responsibilities
- Deal Execution & Leadership: Lead the end-to-end investment process, including complex financial modeling, valuation, and the structuring of opportunistic and value-add transactions.
- Strategic Origination: Support the identification and evaluation of new North American investment opportunities through thematic research and market mapping.
- Process Management: Orchestrate the due diligence process, coordinating between internal stakeholders and top-tier external legal and technical advisors.
- Portfolio Management: Partner with portfolio companies to drive operational improvements and monitor performance against long-term investment cases.
- Team Development: Serve as a mentor to junior associates and analysts, fostering a culture of excellence and rigorous analytical standards.
Candidate Profile
- Experience: 6+ years of professional experience, ideally beginning with 2–3 years in Investment Banking followed by significant Buy-side Infrastructure experience.
- Sector Expertise: A strong track record in infrastructure is essential; specific exposure to Energy transition transactions is highly preferred.
- Technical: Advanced proficiency in financial modeling and a "commercial-first" mindset with an obsession for detail.
- Soft Skills: An entrepreneurial spirit suited for a high performing team environment and the executive presence to interface with senior leadership and portfolio executives.
Education
- Bachelor’s degree with a distinguished academic record.
- Advanced degrees (MBA/Masters) or professional certifications (CFA) are considered a plus.
Burned out from busy season hours? If you’re in Big 4 or public accounting and looking for a new and flexible environment, this is your opportunity to pivot into fund accounting — one of the most in-demand and highest-compensated specialties in the accounting market. The firm is open to strong audit, tax, or general accounting backgrounds — fund experience is not required.
What matters is genuine interest in learning the fund space (exposure to it already is a BIG plus). You’ll be supported by a top-tier training platform that teaches the technical ropes from day one, giving you exposure to private equity and investment management while positioning you for faster growth and stronger long-term earning potential than traditional accounting paths.
Key Responsibilities
- Prepare and review the full fund accounting cycle, including bookkeeping, financial reporting, and investor communications.
- Prepare and review quarterly and annual financial statements in accordance with GAAP and other relevant accounting standards.
- Maintain and update investor records, support the preparation of capital call and distribution notices, and respond to investor inquiries.
- Assist in coordinating annual audits and liaise with external auditors.
- Support the execution of investment transactions, including capital calls, distributions, and portfolio valuations.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- Minimum of 1-3 years of experience in accounting, with strong preference to public accounting backgrounds.
- Familiarity with GAAP, financial reporting, and PE/VC fund structures.
Key Responsibilities:
- Due Diligence - Lead due diligence efforts on renewable energy investments, encompassing financial, technical, legal, and environmental assessments. Collaborate with external advisors and experts to conduct in-depth analyses. Assess the potential risks and opportunities associated with each investment.
- Financial Modeling and Valuation - Develop and maintain advanced financial models to assess the financial performance and potential returns of renewable energy investments. Perform valuation analyses and sensitivity testing to support investment decisions.
- Transaction Execution - Play a key role in structuring and negotiating investment transactions. Work closely with legal and financial teams to draft and review transaction documents. Coordinate with deal counterparts to ensure efficient deal closure.
- Market Research and Strategy - Stay updated on renewable energy industry trends, regulatory changes, and market developments. Contribute to the development of investment strategies based on market insights.
Qualifications:
- Bachelor's degree in Finance, Business, Economics, or a related field (MBA preferred).
- 3+ years of experience in Private equity, Investment Banking, or related fields.
- Strong financial modeling and valuation skills.
- Knowledge of the renewable energy sector and its technologies.
- Exceptional analytical and problem-solving abilities.
- Excellent communication and presentation skills.
- Strong teamwork and interpersonal skills.
Summary
This is a great role for someone at the Associate/AVP level who is looking to work for bank that cares about their impact on the world as well as the employees working for them. They have a great culture and have won multiple awards in the ESG/Sustainability space. Further, they pay top dollar for top talent. Their base salary for AVP can sometimes be on par with what many VP's at other firms are making (realistically up to $160k base). If you have experience in the liquidity space, specifically on liquidity stress testing, and the above points resonate with you, this could be an excellent spot for your career.
The Role
- Daily ILST and liquidity buffer impacts
- Daily EWIs and cash flow monitoring
- Support Integration of deposit and cash management products
- Strategize and analyze roadmap of Global Transaction Banking products in regards to US Treasury
- Ensure compliance of Reg YY standards
- Occasionally support 6G reporting
Qualifications
- Must be comfortable in ILST assumptions
- Must understand how business transactions and liquidity risk intertwine
- 3-7 years of experience would be the ideal range but open to other experiences
- Must be a US Citizen or Green Card/EAD holder or not need any visa transfer or sponsorship
If you are confident in your ILST and liquidity knowledge and want to work for a great company and be paid well for it please apply.
Calling all Big 4 auditors and/or tax associates, if you want this busy season to be your last and are ready to move in-house, we got the perfect role for you!
A rapid growing Private Credit firm in Chicago is seeking a Financial Analyst to join its lean, high-impact finance team. This role sits at the intersection of portfolio accounting, investment operations, and data analysis, offering direct exposure to senior leadership and front-office teams.
They're flexible on waiting for you to finish out the busy season and taking a small break prior to starting!
All you need to qualify:
- 2–4 years of audit or tax experience handling clients within the financial services, asset management or investment management sector. (Private Credit exposure is a major plus)
- Bachelor’s in Accounting (CPA or CPA track preferred)
- A strong eagerness to maximize your learning, surround yourself with high-performing young leaders, always up for a challenge and wear a lot of hats to widen your exposure.
Core Responsibilities:
- Oversee and review outsourced fund administrators to ensure accurate trade capture, positions, cash balances, and portfolio reporting
- Investigate and resolve trade, pricing, and reconciliation breaks with custodians and service providers
- Support month-end investment valuation processes and maintain portfolio-level accounting records
- Assist with audit and tax support in coordination with external firms
- Produce portfolio and performance reporting for portfolio managers, investor relations, and marketing
- Help improve operational workflows and support new strategies and bespoke transactions
Take Your Accounting & Finance Career to the Next Level!
Are you ready to elevate your career? This is your chance to work with Fortune 500 companies, enjoy a balanced lifestyle, and unlock incredible earning potential! This is the role you've been waiting for.
Accelerate Your Career:
Are you eager to grow professionally without being tied down by the traditional BIG4 or Top-Tier public accounting firm structure? Look no further. Here, your career growth is limitless. You’ll work on high-impact financial and accounting projects for some of the nation’s largest corporations—projects that truly make a difference. Join a team that values and invests in your personal and professional development.
Work-Life Balance:
Fed up with long, grueling hours? We get it. That’s why our client prioritize work-life balance, giving you the opportunity to enjoy life outside of work without compromising your career. Say goodbye to the demanding hours typical of public accounting firms.
Compensation & Benefits:
You will receive a very attractive compensation package that includes:
- Competitive Base Salary
- Annual Bonus
- Comprehensive Medical, Dental, and Vision Coverage
- Generous 401(k) Match
- Profit Sharing
- Tuition Assistance
- Generous Vacation & Sick Time
- Paid Holidays
- Travel opportunities (not a requirement - an option)
What We're Looking For:
You’re the ideal candidate if you have:
- A Bachelor’s Degree in Accounting or a related field
- At least 3-4 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- CPA or working towards
- Strong leadership skills
Ready to take the next step? Apply now and join a company that truly invests in your future!
Take Your Accounting & Finance Career to the Next Level!
Are you ready to elevate your career? This is your chance to work with Fortune 500 companies, enjoy a balanced lifestyle, and unlock incredible earning potential! This is the role you've been waiting for.
Accelerate Your Career:
Are you eager to grow professionally without being tied down by the traditional BIG4 or Top-Tier public accounting firm structure? Look no further. Here, your career growth is limitless. You’ll work on high-impact financial and accounting projects for some of the nation’s largest corporations—projects that truly make a difference. Join a team that values and invests in your personal and professional development.
Work-Life Balance:
Fed up with long, grueling hours? We get it. That’s why our client prioritize work-life balance, giving you the opportunity to enjoy life outside of work without compromising your career. Say goodbye to the demanding hours typical of public accounting firms.
Compensation & Benefits:
You will receive a very attractive compensation package that includes:
- Competitive Base Salary
- Annual Bonus
- Comprehensive Medical, Dental, and Vision Coverage
- Generous 401(k) Match
- Profit Sharing
- Tuition Assistance
- Generous Vacation & Sick Time
- Paid Holidays
What We're Looking For:
You’re the ideal candidate if you have:
- A Bachelor’s Degree in Accounting or a related field
- At least 3 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- A CPA (or plans to pursue certification)
Ready to take the next step? Apply now and join a company that truly invests in your future!
Take Your Accounting & Finance Career to the Next Level!
Are you ready to elevate your career? This is your chance to work with Fortune 500 companies, enjoy a balanced lifestyle, and unlock incredible earning potential! This is the role you've been waiting for.
Accelerate Your Career:
Are you eager to grow professionally without being tied down by the traditional BIG4 or Top-Tier public accounting firm structure? Look no further. Here, your career growth is limitless. You’ll work on high-impact financial and accounting projects for some of the nation’s largest corporations—projects that truly make a difference. Join a team that values and invests in your personal and professional development.
Work-Life Balance:
Fed up with long, grueling hours? We get it. That’s why our client prioritize work-life balance, giving you the opportunity to enjoy life outside of work without compromising your career. Say goodbye to the demanding hours typical of public accounting firms.
Compensation & Benefits:
You will receive a very attractive compensation package that includes:
- Competitive Base Salary
- Annual Bonus
- Comprehensive Medical, Dental, and Vision Coverage
- Generous 401(k) Match
- Profit Sharing
- Tuition Assistance
- Generous Vacation & Sick Time
- Paid Holidays
What We're Looking For:
You’re the ideal candidate if you have:
- A Bachelor’s Degree in Accounting or a related field
- At least 3 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- A CPA (or plans to pursue certification)
Ready to take the next step? Apply now and join a company that truly invests in your future!
About the Company: My client, a leading Investment Bank is looking for a Technical Accounting Specialist to join the Technical Accounting Group. This team is responsible for ensuring that financial results are prepared in accordance with US GAAP.
About the Role: This individual will be responsible for providing timely and accurate technical accounting advisory services to key stakeholders.
Responsibilities:
- Identifying and communicating the impacts of new US GAAP accounting standards and the bank's accounting policies.
- Monitor and interpret US GAAP standards, SEC interpretations, and SEC rules and regulations and assess their impact on the company.
- Supporting the documentation of technical accounting conclusions as well as the development and maintenance of the company’s accounting policies and operational manuals.
- Review accounting policies, procedures, and internal controls to ensure continuous improvement.
Qualifications:
- Undergraduate degree and/or 7+ years of relevant experience preferred
- Accounting, financial or relevant professional designation preferredA
Required Skills:
- Must have an in-depth knowledge of U.S. GAAP and strong analytical and communication skills who can provide decision support on various topics impacting the banking industry;
- The ideal candidate will be a CPA with 5-7+ years public/private accounting mix with accounting policy or other technical accounting experience;
- U.S. GAAP financial instruments and consolidation assessment experience is desired;
Interested in moving to the United States ?
Work with Fortune 500 companies on interesting Accounting projects - enjoy a healthy work – life balance with incredible earning potential. You will receive a relocation package and be set up for success in the US!
Accelerate Your Career with Fortune 500 / 1000 Companies:
Seeking a fresh industry alternative that offers unique and exciting challenges? This could be the change you've been looking for.
This hugely successful Finance, Accounting & Advisory firm offers a fresh perspective and diverse client engagements. You'll have the chance to work with Fortune 500 and Fortune 1000 clientele, gaining valuable experience integrated within these organizations.
Your role will cover a spectrum of responsibilities, including process improvements, management reporting, acting as a controller/mini-CFO, technical accounting, Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs, FP&A, and involvement in critical strategic initiatives.
Work-Life Balance:
Tired of long billable hours? We understand the importance of a healthy work-life balance and our client offers an opportunity to cut right down on those strenuous hours. Unlike the typical demands of the industry and public accounting.
Compensation: - It’s the best!
Interested in Financial freedom? Fancy controlling that yourself and not being restricted by years of experience or salary bands?
Your New Role offers you:
Base Salary
30% plus Annual Bonus
Medical, Dental, Vision Coverage
Generous 401K
Profit Sharing
Tuition Assistance
Ample Vacation and Sick Time
Paid Holidays
Relocation Package and Visa Support
This comprehensive package is designed to recognize and reward your contributions. Our client truly believes in investing in their team, and they commit to your success in so many ways.
You Will Only Be Considered If You Have:
- Bachelor's Degree Required
- At least 3 years of public accounting experience in BIG 4 or TOP 7 firm or a blend of public accounting and working in accounting in Industry.
- Australian national
- Attitude is key – high energy, flexibility, team player and ambition are the beating hearts of this impressive organization.
Apply now or email me at aprylware@taurussearch.com to be considered
#accountant #finance #AccountingFinance
Interested in moving to the United States ?
Work with Fortune 500 companies on interesting Accounting projects - enjoy a healthy work – life balance with incredible earning potential. You will receive a relocation package and be set up for success in the US!
Accelerate Your Career with Fortune 500 / 1000 Companies:
Seeking a fresh industry alternative that offers unique and exciting challenges? This could be the change you've been looking for.
This hugely successful Finance, Accounting & Advisory firm offers a fresh perspective and diverse client engagements. You'll have the chance to work with Fortune 500 and Fortune 1000 clientele, gaining valuable experience integrated within these organizations.
Your role will cover a spectrum of responsibilities, including process improvements, management reporting, acting as a controller/mini-CFO, technical accounting, Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs, FP&A, and involvement in critical strategic initiatives.
Work-Life Balance:
Tired of long billable hours? We understand the importance of a healthy work-life balance and our client offers an opportunity to cut right down on those strenuous hours. Unlike the typical demands of the industry and public accounting.
Compensation: - It’s the best!
Interested in Financial freedom? Fancy controlling that yourself and not being restricted by years of experience or salary bands?
Your New Role offers you:
Base Salary
30% plus Annual Bonus
Medical, Dental, Vision Coverage
Generous 401K
Profit Sharing
Tuition Assistance
Ample Vacation and Sick Time
Paid Holidays
Relocation Package and Visa Support
This comprehensive package is designed to recognize and reward your contributions. Our client truly believes in investing in their team, and they commit to your success in so many ways.
You Will Only Be Considered If You Have:
- Bachelor's Degree Required
- At least 3 years of public accounting experience in BIG 4 or TOP 7 firm or a blend of public accounting and working in accounting in Industry.
- Australian national
- Attitude is key – high energy, flexibility, team player and ambition are the beating hearts of this impressive organization.
Apply now or email me at aprylware@taurussearch.com to be considered
#accountant #finance #AccountingFinance
The Data Science Senior Manager is a strategic leadership role responsible for overseeing a team of data scientists and quantitative analysts within the fraud/ FinCrime domain. The role blends technical depth with leadership, strategic advising, and cross-functional influence. It requires guiding model development, validation, and deployment efforts, while shaping data strategy and driving alignment with executive-level business priorities.
Our client is looking for a subject matter expert in financial crimes/ AML/ fraud detection model development, ideally with previous experience managing teams. This incumbent will play an integral part in the machine learning transformation within the risk organization.
Responsibilities:
- Serve as a thought partner to senior/executive business leaders.
- Anticipate future data and modeling needs; identify trends and emerging technologies.
- Lead financial crime standards for model development, validation, and maintenance.
- Promote innovation in AML modeling by identifying and implementing new techniques while presenting finding to senior stakeholders.
- Hire, manage, mentor, and develop data science talent in an effort to enhance technical capability across the team.
Qualifications:
- Master’s degree in quantitative fields (e.g., Statistics, Data Science, Financial Engineering) with 8+ years’ experience
- Proven leadership in data science or quantitative analytics functions specifically with fraud detdction/ Anti-Money Laundering.
- SQL / NoSQL, ETL, unstructured data, relational databases
- Cloud computing and distributed computing (e.g., AWS, GCP, Spark)
- Python / R / SAS: efficient coding, code controls, reproducibility
- Strong experience building, testing, and validating statistical / machine learning models
- Seen as a strategic advisor and credible voice at senior levels
- Executive presence; can clearly communicate complex concepts to non-technical audiences
Business Development Manager – Remote (US)
Join a leading provider of legal and regulatory intelligence as we expand our global sales team. We’re looking for a driven Business Development Manager to build new client relationships across financial institutions and professional services firms. This is a “hunter” role — focused on outbound prospecting, winning new logos, and driving subscription growth.
What you’ll do
- Identify and engage new prospects through targeted outreach and lead generation.
- Qualify opportunities and manage them through the full sales cycle — from discovery through trials and close.
- Partner with subject matter experts to deliver impactful product demonstrations.
- Represent the company at industry events, building relationships and visibility.
- Lead commercial negotiations, supported by our in-house legal team.
- Maintain accurate pipeline activity and reporting in Salesforce.
What we’re looking for
- Proven experience in business development, ideally within information services, SaaS, or professional services.
- A strong track record of outbound sales and new business acquisition.
- Confidence engaging senior stakeholders in financial services and professional services.
- Ability to quickly grasp complex subject matter and explain value clearly.
- Organized, detail-oriented, and motivated to exceed targets.
Why join?
You’ll be part of an ambitious, growing company that is investing heavily in product, international expansion, and sales talent. If you’re entrepreneurial, client-focused, and ready to make an impact, we’d love to hear from you.
Credit is the hottest market in NYC right now - and Taurus has been contracted to help hire a VP level professional to join a credit fund accounting team! This role will report into the Sr Fund Controller and will be working on the credit hedge funds in this $10B organization. This is a role open due to growth, given the fund's strong performance, and will be working on a wide array of responsibilities including IR, Trade Support, Performance Analysis, and Tech Projects.
Responsibilities Include:
- Reconcile monthly P&L and resolve trade breaks with third party administrators and internal systems
- Prepare NAV estimates and review internal performance of funds and SPVs
- Assist the fund administrators on month-end close, investor allocations, capital statements, and schedule management
- Coordinate with auditors on SOC 1 Testing, and yearly audits
- Provide performance analytics to senior leadership and IR/Marketing teams
- Partner with IR on subscription and redemptions, investor statements, performance estimates, and various ad hoc requests and projects
- Coordinate management company activity, and fee processing
- Support tax prep with internal and external teams
- Numerous ad hoc projects ranging from tech enhancements, new fund set up, control and workflow review, or others
Requirements:
- CPA Preferred
- 5-10 years in public/fund accounting servicing credit hedge funds
- Strong Excel skills
- Product knowledge of securities and derivatives highly preferred
Taurus is representing one of Connecticut's premiere hedge funds. They are adding a fund accounting professional to support their public funds accounting. This will work on a variety of strategies, including a REIT and a registered investment company (RIC) focused on fixed income products. This is a fantastic opportunity for an early career fund accountant looking to work at a world-class organization with over $10B in AUM, and 25+ years of strong performance in the market.
Responsibilities:
- Collaborate with fund administrators to manage the company's financial records
- Create the financial and management reports
- Manage data for the PMS
- Review and manage expense budgets and projects related to expense projections and deal allocations
- Prepare regulatory reporting, annual investor reports and assist with investor presentations, inquiries, and requests
- Work on 10K and 10Qs
- Work closely with tax team to prepare deliverables and support for compliance
- Work on balance sheet P&L for the loan portfolios, as well as financial statements
Requirements:
- 2-5 years of experience in public accounting, private accounting, or public/private mix
- Bachelors degree in accounting and/or finance
- Experience with alt asset management accounting required, experience with REIT or RIC accounting strongly preferred
- Understanding of fixed income, loans, derivatives and MBS preferred
- Strong Excel skills
- CPA preferred
A $25B Private Equity firm is seeking a strong accounting professional to take on a dynamic role working in a broad financial function. This role is an add to staff that will report directly to the Controller. The position will go beyond traditional accounting functions, covering valuations, financial analysis, and performance reporting and management. The company is also going through numerous tech initatives so a passion for technology and automation is a plus!
Responsibilities
- Oversee numberous funds across different industry sectors
- Work closely with offshore acocuntng teams to help manage financial reporting
- Review work from fund administrators for investments, capital calls, distributions, management fee calculations, waterfalls, and financial statements
- Assist with new fund launches, opening accounting, setting up legal entities with internal and external legal counsels
- Develop internal financial controls
- Work with investment terams on portfolio reporting
- Review quarterly valuation and sit on investment committee
- Assist with financial planning and budgeting reporting and review with leadership
Qualifications
- Bachelor's degree in Accounting or relevant field
- Minimum 3 years in public accounting, preferred 5+ years in both public and private fund accounting
- Experience in private equity or venture capital preferred
- CPA a plus
- Strong technical, analytical, communication and presentation skills
- Proficient in Microsoft Office suite
Taurus is representing a $10B hedge fund headquartered in NYC. They are adding a fund accounting professional to support their fast growing team. This will focus primarily on fixed income products, with some exposure to OTC derivatives and FX. This is a fantastic opportunity for an early career fund accountant looking to work at a world-class organization with over $10B in AUM, where there is opportunity to become an expert accountant, and gain exposure to the trading desk.
Responsibilities:
- Create the financial and management reports
- Manage daily NAVs as well as other daily/weekly/monthly reporting
- Manage data for the PMS
- Work closely with traders to reconcile trade breaks and settlements
- Collaborate with fund administrators to manage the company's financial records
- Review and manage expense budgets and projects related to expense projections and deal allocations
- Handle cash/position management - reviewing margin requirements and daily cash flows
- Work closely with tax team to prepare deliverables and support for compliance
- Work on balance sheet P&L for the loan portfolios, as well as financial statements
Requirements:
- 2-5 years of experience in public accounting, private accounting, or public/private mix
- Bachelors degree in accounting and/or finance
- Understanding of fixed income, OTC derivatives and/or FX products a big plus
- Strong Excel skills
- CPA preferred
Job Description
- Create governance framework around enterprise risk
- Communicate challenges, issues and decisions to senior management and internal stakeholders
- Work with leadership to deliver on risk and regulatory change and technical initiatives
- Advise on new regulations and strategic risk management objectives to internal and external stakeholders
Professional Skills
- 2+ years of experience in financial services, Regulator or management consulting (with financial services clients - specifically sell-side/banking clients)
- Bachelor's Degree, Professional Certification (i.e. CFA or FRM is preferred)
- Prior experience in new business continuity or records retention within a large bank is a plus
- Previous experience in credit, market, liquidity, operational or enterprise risk
- Previous consulting experience is a plus
- Previous experience in enterprise risk is a plus
- Excellent verbal, written and interpersonal communication skills
About the Role
Provide regulatory reporting advice, issuing policy interpretation and guidelines on technical regulatory capital issues involving our New York Branch, Bank Holding Company, broker-dealer and other affiliates.
Responsibilities
- Assess the regulatory capital impact of proposed new products and complex business transactions.
- Assist with the Development and maintenance of Regulatory Capital Policies by drafting, analyzing and presenting key rules and interpretations.
- Draft new policies related to the upcoming Basel III Endgame.
- Assist in interacting with members of the Federal Reserve and other regulatory bodies on technical regulatory reporting matters, when necessary.
- Provide technical expertise to draft comment letters in response to new proposed regulations or changes in existing regulations, when applicable.
- Participate in regulatory reporting and regulatory policy industry forums, discussing capital, liquidity and other regulatory topics.
- Provide advice to various stakeholders on issues and questions related to risk-weighting and capital for our bank, broker-dealer and capital market, as well as liquidity reports such as the FR 2052a. Properly document the question and response including underlying rationale and analysis.
- Demonstrate technical knowledge of regulatory capital rules for our banks, bank holding and broker-dealer (e.g., FRY-9C schedule HC-R, FFIEC 041 schedule RC-R, Focus Report, NFA monthly reporting).
- Assess the impact of the upcoming Basel III endgame proposal and support Regulatory stakeholders in implementing these changes.
Qualifications
- Bachelor’s degree (preferably in Finance, Accounting or Business)
- 5-10 years of regulatory policy (preferred), or regulatory reporting, or advisory experience in the banking industry.
- Strong knowledge of regulatory capital requirements, including Credit Risk and Market Risk, net capital calculation.
- Strong communication skills to discuss relevant (complex) topics with senior management and key stakeholders.
Take Your Accounting & Finance Career to the Next Level!
Are you ready to elevate your career? This is your chance to work with Fortune 500 companies, enjoy a balanced lifestyle, and unlock incredible earning potential! This is the role you've been waiting for.
Accelerate Your Career:
Are you eager to grow professionally without being tied down by the traditional BIG4 or Top-Tier public accounting firm structure? Look no further. Here, your career growth is limitless. You’ll work on high-impact financial and accounting projects for some of the nation’s largest corporations—projects that truly make a difference. Join a team that values and invests in your personal and professional development.
Work-Life Balance:
Fed up with long, grueling hours? We get it. That’s why our client prioritize work-life balance, giving you the opportunity to enjoy life outside of work without compromising your career. Say goodbye to the demanding hours typical of public accounting firms.
Compensation & Benefits:
You will receive a very attractive compensation package that includes:
- Competitive Base Salary
- Annual Bonus
- Comprehensive Medical, Dental, and Vision Coverage
- Generous 401(k) Match
- Profit Sharing
- Tuition Assistance
- Generous Vacation & Sick Time
- Paid Holidays
- Travel opportunities (not a requirement - an option)
What We're Looking For:
You’re the ideal candidate if you have:
- A Bachelor’s Degree in Accounting or a related field
- At least 3-4 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- CPA or working towards
- Strong leadership skills
Ready to take the next step? Apply now and join a company that truly invests in your future!
We are partnering with a leading Advisory firm seeking a Tax professional to join their expanding team.
The Offer:
- High-value client exposure
- Work on Tax projects across Advisory and Consulting
- Clear progression path
About You:
- Strong Tax Advisory / Tax Generalist experience
If this sounds like your next move, get in touch for a confidential discussion.
We’re working with a nationally recognized public accounting firm seeking a Tax Partner to lead and grow its Life Sciences & Pharma tax practice.
✅ 12+ years in public accounting
✅ CPA or JD required
✅ Strong technical background in Federal/Corporate Tax (S Corps, C Corps, Partnerships)
✅ Proven leadership & business development experience
✅ Boston-based
This is a high-impact, client-facing leadership role with room to shape a growing specialty practice.
We’re working with a nationally recognized public accounting firm seeking a Tax Partner to lead and grow its Life Sciences & Pharma tax practice.
✅ 12+ years in public accounting
✅ CPA or JD required
✅ Strong technical background in Federal/Corporate Tax (S Corps, C Corps, Partnerships)
✅ Proven leadership & business development experience
✅ Boston-based
This is a high-impact, client-facing leadership role with room to shape a growing specialty practice.
Join a top Tax Advisory practice with a reputation for high-touch client service and complex planning. Our client is looking a hire a High Net Worth Tax Leader.
What you will do
- Advise on complex U.S. individual and fiduciary taxation, trust and estate, gift, wealth transfer, and succession planning
- Architect integrated plans across entities, investments, philanthropy
- Partner with clients on succession, estate, and wealth transfer planning
- Lead and develop a high performing team. Set standards, coach, review, and raise the bar
- Partner with Wealth, Legal, and Investment advisors to deliver seamless outcomes
- Drive growth through client expansion and targeted business development
- Ensure quality, risk, and compliance across all engagements
What you bring
- 12+ years in Private Client/HNW tax with increasing leadership scope
- Deep expertise in individual, trust, and estate taxation, gift strategies, and cross-border considerations a plus
- Proven team leadership and client growth track record
- CPA required. JD or LLM in Taxation preferred
The Role
You’re the attorney clients call when the IRS is escalating, the numbers are big, and no one can afford a misstep. This is a partner-level seat for a tax controversy lawyer who knows how to strategize, negotiate, and win. Not someone looking for comfort or committee layers. Someone who wants autonomy, authority, and a platform that actually backs them.
What You’ll Handle
• Federal examinations, Appeals, and complex IRS disputes
• Penalty defense, high-risk matters, and client crisis management
• Litigation support, with opportunity to appear before the U.S. Tax Court
• Cross-collaboration with SALT, international tax, and corporate teams
• Growth of the controversy practice with full BD support
What You Bring
• JD and active state bar admission
• Significant experience in IRS controversies at a law firm, Big 4, or government
• Strong track record managing audits, exams, Appeals, and settlements
• Admission to the U.S. Tax Court preferred
• LLM in Taxation a bonus
• Ability to develop business or bring relationships
Why This Platform
• National brand with a growing controversy practice
• Real partnership opportunity and autonomy
• Strong litigation and tax infrastructure
• Competitive comp structure and support to scale your practice
Ideal For
A tax controversy attorney who wants influence, impact, and a litigation-adjacent seat without bureaucratic drag.
Confidential conversations only.
If you’re a Tax Controversy Partner or Counsel ready for a platform that matches your ambition, reach out.
The Role
You’re the attorney clients call when the IRS is escalating, the numbers are big, and no one can afford a misstep. This is a partner-level seat for a tax controversy lawyer who knows how to strategize, negotiate, and win. Not someone looking for comfort or committee layers. Someone who wants autonomy, authority, and a platform that actually backs them.
What You’ll Handle
• Federal examinations, Appeals, and complex IRS disputes
• Penalty defense, high-risk matters, and client crisis management
• Litigation support, with opportunity to appear before the U.S. Tax Court
• Cross-collaboration with SALT, international tax, and corporate teams
• Growth of the controversy practice with full BD support
What You Bring
• JD and active state bar admission
• Significant experience in IRS controversies at a law firm, Big 4, or government
• Strong track record managing audits, exams, Appeals, and settlements
• Admission to the U.S. Tax Court preferred
• LLM in Taxation a bonus
• Ability to develop business or bring relationships
Why This Platform
• National brand with a growing controversy practice
• Real partnership opportunity and autonomy
• Strong litigation and tax infrastructure
• Competitive comp structure and support to scale your practice
Ideal For
A tax controversy attorney who wants influence, impact, and a litigation-adjacent seat without bureaucratic drag.
Confidential conversations only.
If you’re a Tax Controversy Partner or Counsel ready for a platform that matches your ambition, reach out.
Tax Manager - Private Client Services (HNW)
A top-tier public accounting firm’s Private Client Services team is hiring a Tax Manager to support continued growth in its high-net-worth and family office practice.
The Role
You’ll work with:
- High-net-worth individuals and families
- Trusts and fiduciary structures
- Family limited partnerships
- Family office compliance and consulting engagements
You’ll manage multiple engagements, take ownership of client relationships, and grow into more complex advisory and consulting work over time.
You are likely:
- A Tax Manager in public accounting
What You Bring
- Individual tax expertise
- Trust & fiduciary tax experience
- Partnership exposure
- Estate & gift experience a plus
Generalists welcome if technically strong and comfortable managing multiple families and deadlines.
Work Model & Culture
- Remote
- No client site travel
- Flexible schedule and supportive leadership
- Busy season goal is reasonable hours while meeting client needs
About the Company: My client, a leading Investment Bank is looking for a Technical Accounting Specialist to join the Technical Accounting Group. This team is responsible for ensuring that financial results are prepared in accordance with US GAAP.
About the Role: This individual will be responsible for providing timely and accurate technical accounting advisory services to key stakeholders.
Responsibilities:
- Identifying and communicating the impacts of new US GAAP accounting standards and the bank's accounting policies.
- Monitor and interpret US GAAP standards, SEC interpretations, and SEC rules and regulations and assess their impact on the company.
- Supporting the documentation of technical accounting conclusions as well as the development and maintenance of the company’s accounting policies and operational manuals.
- Review accounting policies, procedures, and internal controls to ensure continuous improvement.
Qualifications:
- Undergraduate degree and/or 7+ years of relevant experience preferred
- Accounting, financial or relevant professional designation preferredA
Required Skills:
- Must have an in-depth knowledge of U.S. GAAP and strong analytical and communication skills who can provide decision support on various topics impacting the banking industry;
- The ideal candidate will be a CPA with 5-7+ years public/private accounting mix with accounting policy or other technical accounting experience;
- U.S. GAAP financial instruments and consolidation assessment experience is desired;
Responsibilities
- Spearhead the end-to-end delivery of a bond analytics library, applying deep product knowledge in fixed income asset classes.
- Lead the development, validation, and production deployment of models supporting pricing and market risk management.
- Design and maintain robust, scalable quantitative libraries for production use, ensuring performance and resilience.
- Partner closely with fixed income traders, market risk management and technology to ensure analytics solutions meet business requirements.
- Build, mentor, and develop high-performing quantitative talent, promoting a culture of technical excellence and innovation.
Requirements:
- 10+ years of experience in a Quantitative Strategist role with a focus on pricing and market risk models.
- Proven track record of building and leading teams and delivering complex, enterprise-scale initiatives.
- Outstanding knowledge of fixed income pricing and market risk concepts.
- Strong interpersonal skills with ability to hold high profile conversations with trading desks and market risk teams.
- Advanced Python skills with strong quantitative and statistical modelling capabilities.
Role:
A leading Investment Bank, is looking for Consultants to support User Acceptance Testing (UAT) activities for their AxiomSL regulatory reporting platform implementation.
The scope of this engagement includes UAT support for the following U.S. regulatory reports: FR Y-9C, FFIEC 002, FFIEC 031, FFIEC 009, FR Y-15.
Responsibilities:
- Design and execute UAT activities while also validating automated outputs against existing manual processes, perform dry runs, develop supporting documentation to enable sustainable operations for the in-scope regulatory reports, and work on any other relevant activities per direction of the Financial Regulatory Reporting Team.
- Review existing manual EUC-based processes, Business Requirement Documents (BRDs), and available strategic data sources.
- Define UAT scenarios and test conditions aligned with regulatory requirements and report logic.
- Identify and resolve testing variances.
- Develop UAT test cases for the in-scope regulatory reports.
- Execute UAT testing
- Document test results, including evidence, issues, and observations.
- Support walkthroughs of UAT results with Mizuho Reporting, Finance, Technology, and Production teams.
- Develop documentation applicable to the automation of the regulatory reports, which include the target operating model, service level agreement documentation, RACI matrix, and procedures and process documentation
Client Support Specialist – WealthTech / RIA Focus
My client was founded in 2017 to help financial advisors better secure their clients' financial futures. They focus on independent Registered Investment Advisers (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, they work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-leading products
We are looking for a strong client support representative with their Series 7 license to handle client accounts and cash movements. This role involves providing white-glove customer service, answering questions from end clients, and relaying feedback to product and engineering teams.
My client operates on a hybrid work model, with employees coming to the office on Tuesdays, Wednesdays, and Thursdays. They provide lunch on in-office days and encourage team meetings and collaboration.
Responsibilities
- Driving enhancements to market risk frameworks, policies and standards.
- Leading governance oversight across traded products and risk stripes.
- Partnering with senior stakeholders in Market Risk, Model Risk, Front Office, and Regulatory teams.
- Supporting regulatory interactions and ensuring alignment with global supervisory expectations.
- Contributing to strategic projects that shape the firm’s future-state risk management architecture.
Requirements:
Experience: 7+ years of experience in a market risk role within a major Investment Banking institution.
Education: Bachelors, Masters preferred
Coverage: Product knowledge across asset classes (Equities, Rates, Commodities, Credit, FX)
Interpersonal: Strong ability to collaborate across teams (Market Risk, Compliance, Operational Risk, Finance, Front Office).
Responsibilities:
- Designing, develop and test market risk infrastructure to achieve greater functionality of market risk management practices
- Optimize and enhance the bank's market risk models, including the automation of manual processes for market risk management.
- Collaborate with Market Risk and IT teams to understand engineering requirements and translate them into insights.
- Design and maintain data pipelines using Python to extract, clean, and transform data from various sources for risk calculations.
Requirements:
- 7+ years of experience in Market Risk Engineering/Market Risk Data within an investment banking environment.
- Masters in an Engineering/Quant/Computer Science/Finance related field.
- Understanding of market risk concepts: Value-at-Risk (VaR), stress testing, and backtesting
- Technical Skills: Python, VBA, SQL, Excel,
Responsibilities:
- Engage in the development of Market Risk models across all asset classes.
- Carry out quantitative research in the enhancement of Market Risk models & methodologies.
- Engage with Senior Risk executives in the optimization of the models.
- Generate technical tools which enhance market risk analysis across the organization.
- Design the Python libraries which will support the market risk modeling process.
- Ensure that market risk methodologies & models comply with the organizations model risk framework.
Requirements:
- 5+ years of experience in a market risk modeling role within a major investment bank.
- Hands on experience working with Value at Risk (VaR) and counterparty exposure models.
- Masters Degree in a quantitative field
- Product Knowledge: Rates, FX, Equities, MBS, Credit, Commodities
- Technical Skills: Python, SQL, VBA
Leading Financial Institution is seeking a Senior Manager, Technical Accounting who will assist in setting US GAAP policy and delivering guidance on US GAAP and IFRS accounting standards. He/she will develop, maintain, and implement policies, procedures and methodologies in coordination with head office IFRS accounting policies.
This individual will have the opportunity to join a growing team, a hybrid work environment, as well as strong work life balance.
The best candidate has:
- CPA, CA, MBA, or MS in accounting preferred
- Strong knowledge of US GAAP and IFRS
- 6+ years experience in accounting policy or technical accounting
The company offers:
- lucrative base salary, bonus, and benefits
- hybrid work environment - 4 days in NYC office
My client, an up and coming firm specializing in Private Equity and Venture Capital funds, located in South Connecticut, is looking to grow their team and bring in a couple of new Fund Accounting Managers to service their ever increasing clientele.
Prior experience in dealing with medium to large size Private Equity clients is required. As well as in-depth knowledge in fund accounting/operations. Public accounting backgrounds are a big plus!
Responsibilities:
- Manage the day-to-day accounting activities for multiple funds, including financial reporting, cash management, and expense allocation.
- Ensure accurate and timely preparation of financial statements, investor reports, and other fund-related documents.
- Review fund performance metrics and analyze financial data to provide insights to senior management and investors.
- Coordinate fund launches, closings, and capital calls/distributions in accordance with fund documents and regulatory guidelines.
- Manage relationships with investors, auditors, and tax advisors to ensure seamless fund operations and compliance with reporting deadlines.
- Lead and mentor a team of fund accountants, providing guidance on technical matters, performance feedback, and professional development opportunities.
Qualifications:
- Bachelor's degree in Accounting, Finance, or related field; CPA or CFA designation preferred.
- 6-12 years of progressive experience in fund accounting within the private equity or venture capital industry.
- Proficiency in accounting principles (GAAP/IFRS) and familiarity with fund accounting software (e.g., Investran, Allvue, eFront).
- Strong analytical skills and attention to detail, with the ability to interpret complex financial data and communicate insights effectively.
- Proven leadership abilities, with experience managing teams and driving results in a deadline-driven environment.
- Excellent interpersonal skills, with the ability to collaborate cross-functionally and build relationships with internal and external stakeholders.
Credit is the hottest market in NYC right now - and Taurus has been contracted to help hire a VP level professional to join a credit fund accounting team! This role will report into the Sr Fund Controller and will be working on the credit hedge funds in this $10B organization. This is a role open due to growth, given the fund's strong performance, and will be working on a wide array of responsibilities including IR, Trade Support, Performance Analysis, and Tech Projects.
Responsibilities Include:
- Reconcile monthly P&L and resolve trade breaks with third party administrators and internal systems
- Prepare NAV estimates and review internal performance of funds and SPVs
- Assist the fund administrators on month-end close, investor allocations, capital statements, and schedule management
- Coordinate with auditors on SOC 1 Testing, and yearly audits
- Provide performance analytics to senior leadership and IR/Marketing teams
- Partner with IR on subscription and redemptions, investor statements, performance estimates, and various ad hoc requests and projects
- Coordinate management company activity, and fee processing
- Support tax prep with internal and external teams
- Numerous ad hoc projects ranging from tech enhancements, new fund set up, control and workflow review, or others
Requirements:
- CPA Preferred
- 5-10 years in public/fund accounting servicing credit hedge funds
- Strong Excel skills
- Product knowledge of securities and derivatives highly preferred
Overview
This role is with a large bank in their corporate treasury team. There are two openings both at the VP and AVP level (anyone around 4-10 years experience). You'll need experience in various aspects of balance sheet management including: NII forecasting, IRR management, FTP, and more.
Responsibilities
- Advise on execution strategy as well as development of programs and strategic initiatives
- Anticipate business and regulatory trends and risks
- Provide advisory services to executives and business leaders
- Analyze interest rate risk and provide strategic decisions on banks balance sheet
- Daily forecasting of NII and FTP
Qualifications
- 4-10 years of experience preferably in a bank or consulting setting in a corporate treasury or treasury risk function
- Good communication skills
- Experience in ALM touching on either strategy, NII/EVE, IRR, or FTP
My growing client is looking to hire an experienced business development specialist to join their industry-leading bespoke global risk and insurance company. Compensation is above market, and the best performers have access to sizable equity.
This exciting position on the structured solutions team will allow you to work closely with Private Equity firms to identify the key risks in every M&A transaction, enabling them to structure effective risk solutions, free up capital, and limit exposure.
Applicants should be personable, outgoing, and professional as this role will require heavy BD into senior profiles at top PE firms
Qualifications:
- At least 4 years of new logo sales, preferably to Investment Banks, Corporate Law, Private Equity or M&A/ Deals Advisory
- Can work in a fast-paced, dynamic yet strategic and consultative environment handling complex solutions.
Take Your Accounting & Finance Career to the Next Level!
Are you ready to elevate your career? This is your chance to work with Fortune 500 companies, enjoy a balanced lifestyle, and unlock incredible earning potential! This is the role you've been waiting for.
Accelerate Your Career:
Are you eager to grow professionally without being tied down by the traditional BIG4 or Top-Tier public accounting firm structure? Look no further. Here, your career growth is limitless. You’ll work on high-impact financial and accounting projects for some of the nation’s largest corporations—projects that truly make a difference. Join a team that values and invests in your personal and professional development.
Work-Life Balance:
Fed up with long, grueling hours? We get it. That’s why our client prioritize work-life balance, giving you the opportunity to enjoy life outside of work without compromising your career. Say goodbye to the demanding hours typical of public accounting firms.
Compensation & Benefits:
You will receive a very attractive compensation package that includes:
- Competitive Base Salary
- Annual Bonus
- Comprehensive Medical, Dental, and Vision Coverage
- Generous 401(k) Match
- Profit Sharing
- Tuition Assistance
- Generous Vacation & Sick Time
- Paid Holidays
What We're Looking For:
You’re the ideal candidate if you have:
- A Bachelor’s Degree in Accounting or a related field
- At least 3 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- A CPA (or plans to pursue certification)
Ready to take the next step? Apply now and join a company that truly invests in your future!
Taurus is working on a fantastic opportunity for public auditors looking to do work in a more dynamic position.
This role will report into the Senior VP and will be working on the credit hedge funds in this $10B organization. This is a role open due to growth, given the fund's strong performance, and will be working on a wide array of responsibilities including FP&A IR, Trade Support, Accounting Support and Performance Analysis,.
Responsibilities Include:
- Reconcile monthly P&L and resolve trade breaks with third party administrators and internal systems
- Work with finance team to prepare annual budgets, forecasts and financial planning for the organization
- Analyze and identify trends, variances and work with senior leadership to identify areas for improvement
- Prepare NAV estimates and review internal performance of funds and SPVs
- Assist the fund administrators on month-end close, investor allocations, capital statements, and schedule management
- Provide performance analytics to senior leadership and IR/Marketing teams
- Partner with IR on subscription and redemptions, investor statements, performance estimates, and various ad hoc requests and projects
- Coordinate management company activity, and fee processing
- Numerous ad hoc projects ranging from tech enhancements, new fund set up, control and workflow review, or others
Requirements:
- Experience in a public accounting firm, big four preferred
- Prior work experience auditing hedge funds, credit funds, or similar alt asset managers, required.
- 3-6 years in public and/or private accounting - with a passion for working across the back office
- Strong Excel skills
- Product knowledge of securities and derivatives highly preferred
Taurus Search is working with a fast paced start up in the fund administration space. Our client is looking to hire a strong accounting professional coming from either Public Accounting or Fund Administration to join a newly created role as they continue to bring on major clients in private equity and private debt, heading into 2026!
This is a chance to work in a flexible environment where you can get high levels of exposure to senior leadership, have opportunities for advancement, and work with some of the top private equity and debt firms in the industry.
This is a fantastic opportunity to work in a client oriented role where this individual can gain exposure to a variety of fund structures to diversify their skillset.
Responsibilities Include:
- Review capital contribution and distribution calculations, management fees, cash reconciliations and expense schedules
- Prepare the quarterly incentive allocation models based on the agreement terms in place
- Prepare the quarterly and annual financial statements and any supplemental reports and metrics required
- Assist with support materials for audits and work closely with auditors during audit season
- Distribute investor notices and work through notices in the investor portal
- Handle incoming LP requests, investor inquiries and and any additional needs from Client Managers
- Support new fund closings and onboarding activities
- Manage and support junior fund accountants - providing coaching as needed
Requirements:
- 3-5 years in public accounting, or fund administration
- Strong understanding of PE fund structures and operations
- Bachelors degree required
- CPA a plus
Interested in moving to the United States ?
Work with Fortune 500 companies on interesting Accounting projects - enjoy a healthy work – life balance with incredible earning potential. You will receive a relocation package and be set up for success in the US!
Accelerate Your Career with Fortune 500 / 1000 Companies:
Seeking a fresh industry alternative that offers unique and exciting challenges? This could be the change you've been looking for.
This hugely successful Finance, Accounting & Advisory firm offers a fresh perspective and diverse client engagements. You'll have the chance to work with Fortune 500 and Fortune 1000 clientele, gaining valuable experience integrated within these organizations.
Your role will cover a spectrum of responsibilities, including process improvements, management reporting, acting as a controller/mini-CFO, technical accounting, Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs, FP&A, and involvement in critical strategic initiatives.
Work-Life Balance:
Tired of long billable hours? We understand the importance of a healthy work-life balance and our client offers an opportunity to cut right down on those strenuous hours. Unlike the typical demands of the industry and public accounting.
Compensation: - It’s the best!
Interested in Financial freedom? Fancy controlling that yourself and not being restricted by years of experience or salary bands?
Your New Role offers you:
Base Salary
30% plus Annual Bonus
Medical, Dental, Vision Coverage
Generous 401K
Profit Sharing
Tuition Assistance
Ample Vacation and Sick Time
Paid Holidays
Relocation Package and Visa Support
This comprehensive package is designed to recognize and reward your contributions. Our client truly believes in investing in their team, and they commit to your success in so many ways.
You Will Only Be Considered If You Have:
- Bachelor's Degree Required
- At least 3 years of public accounting experience in BIG 4 or TOP 7 firm or a blend of public accounting and working in accounting in Industry.
- Australian national
- Attitude is key – high energy, flexibility, team player and ambition are the beating hearts of this impressive organization.
Apply now or email me at aprylware@taurussearch.com to be considered
#accountant #finance #AccountingFinance
Responsibilities:
- The candidate will be part of the Market Risk Stress Scenario team, which focuses on the design and implementation of market risk stress testing scenarios.
- Key member in the process of both internal and regulatory stress testing scenarios.
- The role also involves staying updated on market trends, emerging risks, and macroeconomic themes to enhance the Firm's stress testing framework continually.
- Design the process of stress testing scenarios including the setting of standards, effective challenge of scenario narratives, risk capture and stress loss drivers.
Requires:
- 6+ years of experience working in a market risk or scenario design role within a major banking institution.
- Strong knowledge of market risk concepts (VaR) and experience working across asset classes.
- Technical Skills: Python, VBA, Excel
Qualifications:
- Professional Experience: strong background in Finance, Treasury, Risk, or Quantitative Model Development
- Preference for candidates with experience in Treasury or Liquidity Risk Management within a global banking institution
- Possess a deep understanding of liquidity regulations, reporting, analytics, and the development of internal liquidity stress testing models, especially in relation to products such as High-Quality Liquid Assets, Customer Deposits, Inter-Office borrowing and lending and Secured Funding
- Exceptional organizational capabilities and strong written and verbal communication abilities
- Solid quantitative skills and technical proficiencies
- Advanced Excel and MS Office abilities required
- An understanding of the US regulatory landscape, with emphasis on Regulation YY and liquidity management
- Familiarity with financial statement analysis of global foreign banks
- The ability to understand and apply advanced mathematical and statistical concepts
My client was founded in 2017 to help financial advisors better secure their clients' financial futures. They focus on independent Registered Investment Advisers (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, they work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-leading products
We are looking for a strong client support representative with their Series 7 license to handle client accounts and cash movements. This role involves providing white-glove customer service, answering questions from end clients, and relaying feedback to product and engineering teams.
My client operates on a hybrid work model, with employees coming to the office on Tuesdays, Wednesdays, and Thursdays. They provide lunch on in-office days and encourage team meetings and collaboration.
The Hybrid role is based in Dallas to provide extended support hours for clients on the West Coast, we have a brand new office!
Responsibilities
- Driving enhancements to market risk frameworks, policies and standards.
- Leading governance oversight across traded products and risk stripes.
- Partnering with senior stakeholders in Market Risk, Model Risk, Front Office, and Regulatory teams.
- Supporting regulatory interactions and ensuring alignment with global supervisory expectations.
- Contributing to strategic projects that shape the firm’s future-state risk management architecture.
Requirements:
Experience: 7+ years of experience in a market risk role within a major Investment Banking institution.
Education: Bachelors, Masters preferred
Coverage: Product knowledge across asset classes (Equities, Rates, Commodities, Credit, FX)
Interpersonal: Strong ability to collaborate across teams (Market Risk, Compliance, Operational Risk, Finance, Front Office).
Responsibilities
- Driving enhancements to market risk frameworks, policies and standards.
- Leading governance oversight across traded products and risk stripes.
- Partnering with senior stakeholders in Market Risk, Model Risk, Front Office, and Regulatory teams.
- Supporting regulatory interactions and ensuring alignment with global supervisory expectations.
- Contributing to strategic projects that shape the firm’s future-state risk management architecture.
Requirements:
Experience: 7+ years of experience in a market risk role within a major Investment Banking institution.
Education: Bachelors, Masters preferred
Coverage: Product knowledge across asset classes (Equities, Rates, Commodities, Credit, FX)
Interpersonal: Strong ability to collaborate across teams (Market Risk, Compliance, Operational Risk, Finance, Front Office).
About the Role
Leading Investment Bank is looking for a VP, Capital Reporting to join the Capital Analytics team. The candidate will support calculation of RWA relative to Basel Rule for both credit and market risk. The VP, Capital Reporting will also work closely with key partners leading the RWA transformation efforts such as calculation automation, changes related to Basel III Endgame readiness, CCAR, SA-CCR as well as work with regulatory policy to interpret rule changes.
The VP, Capital Reporting will play a crucial role in supporting the calculation of RWA and ensuring compliance with regulatory requirements.
Responsibilities
- Calculate quarterly capital ratios and credit and market risk weighted asset calculation for the Bank Holding Company.
- Analyze Basel RWA Reporting based on US Regulatory requirements.
- Test case reviews and user acceptance testing of the calculation engine automation.
- Work with IT on systems implementation.
- Improve governance, efficiency and control through process optimization, and proactively identifying and remediating areas of regulatory deficiencies.
- Identify opportunities for automation, increased transparency, and enhancement of business processes.
Qualifications
- Bachelor’s degree in finance, accounting or similar discipline.
- 8+ years of related work experience.
- RWA calculation experience necessary
My client is looking to hire a Project Finance Portfolio Management Associate to join their global business.
The Project Finance PM will serve a portfolio management function in my clients Project Finance portfolio. The role involves credit monitoring, control, and administration to proactively identify potential credit issues. They also analyze amendment/consent/waiver requests, assess their credit impact, and prepare credit approval applications with recommended actions.
Other responsibilities include:
- Independently oversee and manage a diverse portfolio of Project Finance transactions in industries including thermal power, renewable power, infrastructure, oil & gas, and mining.
- Perform credit monitoring, control, and administration to proactively identify and address potential credit issues.
- Analyze and evaluate amendment/consent/waiver requests, assessing their impact on credit and preparing credit approval applications with recommended actions.
The ideal candidate will have 3-5 years of experience in portfolio management/credit risk and either project finance, oil & gas, energy, utilities or infrastructure.
This position is hybrid in NYC.
Job Description
- Create governance framework around enterprise risk
- Communicate challenges, issues and decisions to senior management and internal stakeholders
- Work with leadership to deliver on risk and regulatory change and technical initiatives
- Advise on new regulations and strategic risk management objectives to internal and external stakeholders
Professional Skills
- 2+ years of experience in financial services, Regulator or management consulting (with financial services clients - specifically sell-side/banking clients)
- Bachelor's Degree, Professional Certification (i.e. CFA or FRM is preferred)
- Prior experience in new business continuity or records retention within a large bank is a plus
- Previous experience in credit, market, liquidity, operational or enterprise risk
- Previous consulting experience is a plus
- Previous experience in enterprise risk is a plus
- Excellent verbal, written and interpersonal communication skills
We are looking to hire a Senior Credit Fund Accountant for a $10B Credit Hedge Fund based in Midtown, NYC. This is a role open due to growth, given the fund's strong performance, and will be working on a wide array of responsibilities including IR, Trade Support, Performance Analysis, and new technology initiatives in the organization.
This is a lean back office team that works together closely - and has a very collaborative nature. This is the opportunity to work in a growing organization with a strong track record of promoting from within. This could be a fantastic opportunity for a public accountant or hedge fund accountant to dive deep into one of the investment industry's hottest assets, credt.
This role is 3 days a week in office.
Responsibilities Include:
- Prep and review monthly internal performance and NAV estimates
- Review P&L monthly and reconcile with internal systems and fund admins
- Assist the fund administrators on month-end close, investor allocations, capital statements, and supporting schedules
- Assist VP with coordinating with auditors on SOC 1 Testing, and yearly audits
- Provide performance analytics to senior leadership and IR/Marketing teams
- Partner with IR on subscription and redemptions, investor statements, performance estimates, and various ad hoc requests and projects
- Coordinate management company activity, and fee processing
- Support tax prep with internal and external teams
- Numerous ad hoc projects ranging from tech enhancements, new fund set up, control and workflow review, or others
Requirements:
- CPA Preferred
- At least 3 years in public/fund accounting - hedge fund experience highly preferred
- Strong Excel skills
- Product knowledge of securities and derivatives highly preferred
My client was founded in 2017 to help financial advisors better secure their clients' financial futures. They focus on independent Registered Investment Advisers (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, they work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-leading products
We are looking for a strong client support representative with their Series 7 license to handle client accounts and cash movements. This role involves providing white-glove customer service, answering questions from end clients, and relaying feedback to product and engineering teams.
My client operates on a hybrid work model, with employees coming to the office on Tuesdays, Wednesdays, and Thursdays. They provide lunch on in-office days and encourage team meetings and collaboration.
The Hybrid role is based in Dallas to provide extended support hours for clients on the West Coast, we have a brand new office!
Interested in moving to the United States ?
Work with Fortune 500 companies on interesting Accounting projects - enjoy a healthy work – life balance with incredible earning potential. You will receive a relocation package and be set up for success in the US!
Accelerate Your Career with Fortune 500 / 1000 Companies:
Seeking a fresh industry alternative that offers unique and exciting challenges? This could be the change you've been looking for.
This hugely successful Finance, Accounting & Advisory firm offers a fresh perspective and diverse client engagements. You'll have the chance to work with Fortune 500 and Fortune 1000 clientele, gaining valuable experience integrated within these organizations.
Your role will cover a spectrum of responsibilities, including process improvements, management reporting, acting as a controller/mini-CFO, technical accounting, Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs, FP&A, and involvement in critical strategic initiatives.
Work-Life Balance:
Tired of long billable hours? We understand the importance of a healthy work-life balance and our client offers an opportunity to cut right down on those strenuous hours. Unlike the typical demands of the industry and public accounting.
Compensation: - It’s the best!
Interested in Financial freedom? Fancy controlling that yourself and not being restricted by years of experience or salary bands?
Your New Role offers you:
Base Salary
30% plus Annual Bonus
Medical, Dental, Vision Coverage
Generous 401K
Profit Sharing
Tuition Assistance
Ample Vacation and Sick Time
Paid Holidays
Relocation Package and Visa Support
This comprehensive package is designed to recognize and reward your contributions. Our client truly believes in investing in their team, and they commit to your success in so many ways.
You Will Only Be Considered If You Have:
- Bachelor's Degree Required
- At least 3 years of public accounting experience in BIG 4 or TOP 7 firm or a blend of public accounting and working in accounting in Industry.
- Australian national
- Attitude is key – high energy, flexibility, team player and ambition are the beating hearts of this impressive organization.
Apply now or email me at aprylware@taurussearch.com to be considered
#accountant #finance #AccountingFinance
Taurus is representing one of Connecticut's premiere hedge funds. They are adding a fund accounting professional to support their public funds accounting. This will work on a variety of strategies, including a REIT and a registered investment company (RIC) focused on fixed income products. This is a fantastic opportunity for an early career fund accountant looking to work at a world-class organization with over $10B in AUM, and 25+ years of strong performance in the market.
Responsibilities:
- Collaborate with fund administrators to manage the company's financial records
- Create the financial and management reports
- Manage data for the PMS
- Review and manage expense budgets and projects related to expense projections and deal allocations
- Prepare regulatory reporting, annual investor reports and assist with investor presentations, inquiries, and requests
- Work on 10K and 10Qs
- Work closely with tax team to prepare deliverables and support for compliance
- Work on balance sheet P&L for the loan portfolios, as well as financial statements
Requirements:
- 2-5 years of experience in public accounting, private accounting, or pinlock/private mix
- Bachelors degree in accounting and/or finance
- Experience with alt asset management accounting required, experience with REIT or RIC accounting strongly preferred
- Understanding of fixed income, loans, derivatives and MBS preferred
- Strong Excel skills
- CPA preferred
Our client is seeking a Lead Risk Analyst to lead credit strategy initiatives that drive healthy growth and profitability across their online and branch networks. You will partner with senior leadership to develop, test, and optimize underwriting strategies - including approvals, line assignments, and pricing and ensure alignment with our risk appetite and funding goals.
Key Responsibilities
- Develop and maintain credit risk, response, and behavior models using SAS, SQL, Python, R, and advanced statistical techniques.
- Evaluate and optimize approval and advance strategies across acquisition and marketing channels.
- Maintain documentation of underwriting strategies and report performance impacts to leadership.
- Monitor portfolio performance to ensure adherence to risk appetite and lifetime return expectations.
- Produce risk reports by compiling, analyzing, and presenting key data trends.
- Represent Risk in cross-functional initiatives and lead assigned projects, guiding team members as needed.
Required Qualifications
- Bachelor’s degree in a quantitative discipline (e.g., statistics, economics, finance, engineering, information systems).
- 5+ years of credit risk management experience, including at least 1 year in digital/online customer acquisition or underwriting strategy.
- Experience in consumer lending and understanding of related regulations and policies.
- Advanced proficiency in SAS, SQL, Python, R, or similar tools.
- Strong Excel skills (advanced formulas, pivots, macros).
- Excellent communication skills and ability to simplify complex analyses.
Within Treasury, Liquidity Strategy is a unique opportunity for individuals at all levels to manage the firm’s balance sheet and directly contribute to executing the firm’s strategy. Working closely with the Head of Liquidity and Treasurer and other members of senior management, the team is responsible for the design and execution of the firm’s liquidity & funding strategy as well as the primary point of contact for all business lines through Treasury’s global “business coverage” model. The team seeks to optimize the firm’s funding mix to minimize cost in a risk-conscious manner and is a key participant in decision making regarding the allocation of firm liquidity.
The approach to Liquidity management is both holistic and practical; individuals who excel in this role are equally adept at detailed trade-level recommendations and strategic thinking and are expected to develop deep knowledge of the funding products raised within Treasury, as well as the underlying business and client activity supported by that funding.
Responsibilities:
- Working knowledge of assumption methodologies for Internal Liquidity Stress Testing (ILST) across multiple scenarios
- Familiarity with Regulation YY, Liquidity Coverage Ratio (LCR), Cash Flow Projections, Sources & Uses, Net Stable Funding Ratio (NSFR), Resolution Planning is an asset.
- Support execution of the firm’s global deposit raising strategy, considering economic cost, channel diversification, funding capacity, and impact to key liquidity and capital metrics
- Establish and maintain relationships with the firm’s various business lines
- Conduct research and develop presentations on deposit industry, competitor/peer environment, and regulatory landscape impacting funding and deposit raising
- Develop frameworks and conduct scenario analysis to help inform liability risk management focus areas including maturity concentration and macro/market sensitivity
- Identify, analyze, and effectively communicate key deposit risks and trends to internal and external stakeholders including firmwide leadership, committees/boards, and regulators
- Engage with external stakeholders including regulatory agencies, ratings agencies, and funding counterparties
Basic qualifications:
- Relevant Liquidity knowledge and experience
- Excellent analytical skills, with demonstrated ability to perform detail-oriented analyses and present high-level conclusions to senior management
- Excellent risk management mindset, with the ability to identify risks, design mitigating controls, and exercise sound judgment in dynamic conditions
- Highly motivated, detail-oriented self-starter who is comfortable operating in a fast-paced environment and balancing multiple priorities
- Experience managing and interpreting large amounts of data, and analyzing the output to identify trends and present solutions through business intelligence tools such as Tableau
- Functional understanding of financial institution liquidity metrics, Bank balance sheet
- Strong written and oral communication skills with ability to produce polished presentation materials for senior executives
- Strong teamwork and interpersonal skills
About the Role
The Manager, Regulatory Reporting Change Management is responsible for the design and implementation of both tactical and strategic initiatives that improve the quality of regulatory reporting. The individual is responsible to review, analyze and prioritize resolution of issues and monitor their resolution through system project build, testing, and implementation.
Responsibilities
- Design and implement regulatory reporting systems.
- Understand data at its source and the corresponding general ledger and data warehouse relationships.
- Prepare business requirements and functional specifications to support Finance regulatory reporting system change initiatives.
- Ensure they are reasonably sufficient and adequate in content, structure, and logic to provide application developers the necessary technical information to design, build and configure Axiom.
- Manage all phases of testing, and underlying reconciliation to source data.
- Review system data flows and be able to identify issues and offer solutions.
- Work closely with Data Group Office to identify, and document data quality issues and offer solutions.
Qualifications
- MBA or MS in Finance, Risk or Computer Science
- 7+ years of accounting or change management experience
- US Regulatory Reporting / Change Management experience
- Familiarity with Axiom
- Strong understanding on overall banking business and capital markets products
Take Your Accounting & Finance Career to the Next Level!
Are you ready to elevate your career? This is your chance to work with Fortune 500 companies, enjoy a balanced lifestyle, and unlock incredible earning potential! This is the role you've been waiting for.
Accelerate Your Career:
Are you eager to grow professionally without being tied down by the traditional BIG4 or Top-Tier public accounting firm structure? Look no further. Here, your career growth is limitless. You’ll work on high-impact financial and accounting projects for some of the nation’s largest corporations—projects that truly make a difference. Join a team that values and invests in your personal and professional development.
Work-Life Balance:
Fed up with long, grueling hours? We get it. That’s why our client prioritize work-life balance, giving you the opportunity to enjoy life outside of work without compromising your career. Say goodbye to the demanding hours typical of public accounting firms.
Compensation & Benefits:
You will receive a very attractive compensation package that includes:
- Competitive Base Salary
- Annual Bonus
- Comprehensive Medical, Dental, and Vision Coverage
- Generous 401(k) Match
- Profit Sharing
- Tuition Assistance
- Generous Vacation & Sick Time
- Paid Holidays
What We're Looking For:
You’re the ideal candidate if you have:
- A Bachelor’s Degree in Accounting or a related field
- At least 3 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- A CPA (or plans to pursue certification)
Ready to take the next step? Apply now and join a company that truly invests in your future!
We're partnered with a high-performing Private Credit firm looking for an ambitious, up and coming mid-level and strategic finance leader to oversee all fund-level finance operations across its growing credit and venture-focused platforms. You'll be instrumental in ensuring operational readiness as they continue to grow into open-ended investment vehicles.
You’ll be the key point of contact for everything fund finance — from day-to-day fund accounting to high-level capital planning. Reporting directly to the CFO, you’ll lead internal finance operations and manage key external partner relationships.
RESPONSIBILITIES:
- Oversee all fund finance functions — including fund accounting, treasury, investor reporting, and operations — for both evergreen and closed-end structures
- Manage capital calls, distributions, and ongoing fund-level cash flow for open-ended strategies
- Serve as the primary liaison to fund administrators, auditors, and tax preparers to ensure timely and audit-ready deliverables
- Deliver recurring and ad hoc reporting to LPs, lenders, and internal teams across multiple investment vehicles
- Implement scalable financial workflows, templates, and controls tailored to evergreen fund needs
- Support cross-functional initiatives across investor relations, legal, and investment teams
- Help develop fund-level dashboards and financial analytics to support performance monitoring and decision-making
- Mentor junior team members and instill a culture of precision and accountability in finance operations
QUALIFICATIONS
- 5–9 years in fund finance, fund accounting, or private markets operations
- Prior experience working with open-ended or evergreen funds strongly preferred
- Strong grasp of private credit, structured finance, or hybrid fund environments
- CPA and/or deep understanding of U.S. GAAP, fund structuring, and investor reporting norms
- Comfortable managing relationships with fund administrators, auditors, and external finance partners
- Entrepreneurial mindset — eager to build, optimize, and lead in a high-growth, agile environment
- Highly organized with sharp Excel and reporting system skills
The Data Science Senior Manager is a strategic leadership role responsible for overseeing a team of data scientists and quantitative analysts within the fraud/ FinCrime domain. The role blends technical depth with leadership, strategic advising, and cross-functional influence. It requires guiding model development, validation, and deployment efforts, while shaping data strategy and driving alignment with executive-level business priorities.
Our client is looking for a subject matter expert in financial crimes/ AML/ fraud detection model development, ideally with previous experience managing teams. This incumbent will play an integral part in the machine learning transformation within the risk organization.
Responsibilities:
- Serve as a thought partner to senior/executive business leaders.
- Anticipate future data and modeling needs; identify trends and emerging technologies.
- Lead financial crime standards for model development, validation, and maintenance.
- Promote innovation in AML modeling by identifying and implementing new techniques while presenting finding to senior stakeholders.
- Hire, manage, mentor, and develop data science talent in an effort to enhance technical capability across the team.
Qualifications:
- Master’s degree in quantitative fields (e.g., Statistics, Data Science, Financial Engineering) with 8+ years’ experience
- Proven leadership in data science or quantitative analytics functions specifically with fraud detdction/ Anti-Money Laundering.
- SQL / NoSQL, ETL, unstructured data, relational databases
- Cloud computing and distributed computing (e.g., AWS, GCP, Spark)
- Python / R / SAS: efficient coding, code controls, reproducibility
- Strong experience building, testing, and validating statistical / machine learning models
- Seen as a strategic advisor and credible voice at senior levels
- Executive presence; can clearly communicate complex concepts to non-technical audiences
About the Role
Lead Investment Bank is looking for a VP, Regulatory Reporting Business Analyst to drive the end to end implementation of AxiomSL for regulatory reports such as the FR Y-9C, FR Y-15, FFIEC 031, FFIEC 002, FFIEC 009 etc. This position will join a newly created team that is in the process of being built out.
Responsibilities
- Drive the Axiom implementation across the five risk reports, and manage user acceptance testing
- Establish target state reporting architecture, MDRM mapping, rule logic, validation frameworks, and exception management workflows
- Review and challenge data quality issues, variances, reconciliations, mapping logic, intercompany eliminations, and interpretive guidance
- Assist in creation of standard operating procedures, documentation standards
- Perform data analytics review and coordinate with data governance to measure data quality and data monitoring controls on a regular basis.
- Support preparation of Regulatory Reporting Working Group and Governance Committee meetings, Change Management and Issue Management Forums, and handling communication with internal and external stakeholders.
Qualifications
- Bachelor's degree in Finance, Accounting, Business, Data Science or a related field. Advanced degree or professional certifications (e.g., CPA, CFA) is preferred.
- Knowledge of financial products (e.g. loans, deposits, securities, derivatives, money market products, repos etc.). Knowledge of regulatory reporting requirements (e.g. FR Y-9C, FR Y-15, FFIEC031, FFIEC002, FFIEC009 and etc.) is a must
- Proficiency with Power BI development, including data modeling, report creation, and data visualization is a plus
- Minimum 6 years of experience in financial reporting, regulatory reporting, risk management, or related field in banking industry. Proven ability to lead and inspire a team, fostering a collaborative and high-performance culture.
My client is an international bank and is looking to bring on a Project Finance Credit Risk VP to join their NY branch. This role will be supporting a portfolio of project finance transactions in the US.
Responsibilities include
- Prepare Project Finance credit reports, collaborating with colleagues to gather data and context.
- Establish and maintain credit review processes, updating relevant Policies and Procedures.
- Apply credit rating models to provide credit review opinions in reports and targeted reviews.
- Communicate with regulators and auditors regarding the branch's Project Finance exposure.
- Verify report accuracy and recommend actions to ensure integrity before senior management reporting.
- Provide analysis and data to stakeholders as needed.
- Lead preparation, presentation, and discussion at monthly Credit committees and other meetings.
- Support team members by covering absences and managing workload as needed.
Candidate must have had exposure and knowledge of project finance transactions and a background in credit analysis.
This position is in office 3 days/week in Midtown NYC.
Our client is seeking an Associate to support the enhancement of credit portfolio reporting, data infrastructure, and governance. This role will focus on developing new portfolio reports, improving data sourcing and controls, and automating reporting processes. The Associate will partner closely with Business, Risk Data, and Technology teams to deliver accurate, insightful reporting for senior management.
Key Responsibilities
- Develop and enhance credit portfolio risk reports and dashboards, including exposure, concentration, limits, and trend analysis
- Identify opportunities to improve reporting processes, data sourcing, transformation, and controls
- Coordinate data and reporting enhancement projects, ensuring timely delivery and clear stakeholder communication
- Automate reporting workflows to improve efficiency and accuracy
Qualifications
- Bachelor’s degree in Finance, Economics, Statistics, or a related field (Master’s, CFA, FRM a plus)
- 3+ years of experience at a large financial institution, preferably in credit portfolio reporting or monitoring
- Understanding of credit risk management concepts, risk appetite metrics, and regulatory requirements
- Strong analytical, problem-solving, and communication skills
- Advanced Excel and PowerPoint skills; experience with SQL, Python, Alteryx, and/or Power BI is a plus
- Ability to manage multiple priorities in a fast-paced, collaborative environment
A leading Investment Bank, is looking for a VP, Regulatory Change Management to join their growing team. This individual will be responsible for assisting with the design and implementation of their regulatory reporting system.
Additional Responsibilities include:
- Transform and replace existing reporting systems - prepare business requirements to support the system change initiatives
- Interpret regulatory reports, address issues, and implement solutions
- Execute and maintain regulatory reporting data analytics and data quality initiatives
- Work across teams to translate regulatory requirements into implementable data controls
Qualifications:
- Bachelor's in Finance, Risk, or Computer Science
- 6+ years of experience working in Banking or Financial Services
- Experience working with regulatory reports such as the FR Y-15, FR Y-9C, FR 2052a, FR Y-14 etc.
- Understand of risk and internal controls
- Familiarity working with Axiom
About the Company
Our client is a fast-growing, AI-enabled software company building modern workflow and modeling tools for institutional investment teams. The platform replaces manual, spreadsheet-driven processes with standardized, auditable, and scalable solutions that support complex financial decision-making.
Used by sophisticated investment professionals across private markets and advisory firms, the product sits at the intersection of high finance and modern technology—helping teams move faster, reduce risk, and focus on judgment rather than mechanics.
The company is scaling rapidly and is investing across product, engineering, customer enablement, and commercial teams.
About the role - Hybrid Account Manager (Private Markets)
This Hybrid Account Manager role sits between account management, customer success, and commercial growth.
You’ll own relationships with institutional investment teams, guide customers through onboarding and adoption, and identify opportunities to expand usage across the firm. You’ll manage engagements end-to-end—from initial conversations and training through to embedding the platform into live deal workflows.
You’ll work directly with senior investment professionals, translating their existing processes (often Excel-based) into a modern, scalable system. This role is well suited for someone who enjoys staying close to the deal process but wants to help build and scale a technology business.
Key Responsibilities
- Own and manage relationships across a portfolio of institutional investment clients and active prospects
- Lead onboarding, training, and workflow design for new teams adopting the platform
- Act as the primary point of contact for customers throughout the lifecycle, from initial rollout through expansion
- Partner with senior investment professionals to understand their workflows and identify areas of deeper value
- Proactively uncover expansion opportunities by staying close to deal teams and usage patterns
- Support early-stage conversations with new firms evaluating the platform, from first introduction to successful deployment
- Collaborate cross-functionally with product and engineering to feed real-world client insight into roadmap decisions
- Develop deep expertise in private markets workflows, financial modeling, and how software improves deal execution
What We’re Looking For
- 2–4+ years of experience in private equity, investment banking, or a closely related finance role
- Strong grounding in financial modeling and deal analysis, with a clear understanding of private markets workflows
- Comfort owning client relationships and operating in a customer-facing role
- Strategic thinker with the ability to translate customer feedback into actionable insights
- Clear, confident communicator capable of engaging senior investment professionals
- Curious, proactive, and comfortable in a fast-moving, early-stage environment
- Exposure to financial software or technology platforms is a plus
Compensation & Equity
This is a full-time role offering:
- Competitive base salary
- Uncapped variable cash compensation tied to individual performance
- Meaningful equity participation in an early-stage, high-growth business
We’re looking for a hands-on Senior Accounting Associate to join a lean investment firm in NYC and work directly with the CFO. This is a high-ownership role for someone who wants to run core processes, own the systems, and help build the finance function as the firm scales.
This is not a back-office support role, you’ll be trusted with real responsibility from day one.
Responsibilities
- Own the firm’s accounting systems and ERP, including day-to-day operation and ongoing improvements
- Run management company accounting end to end (GL ownership, month-end close, reporting)
- Prepare and review journal entries, reconciliations, and variance analysis
- Oversee AP, expense allocations, reimbursements, and cash management
- Ensure accurate, GAAP-compliant financials and maintain strong internal controls
- Partner closely with the CFO on reporting, process improvements, and scaling the infrastructure
- Support audits, tax processes, and ad hoc finance initiatives as needed
Qualifications
- 4–6 years of accounting experience with an investment management, financial services, or a fund related environment.
- Comfortable owning processes independently in a lean team
- Strong Excel skills and experience working with ERPs (NetSuite, Sage Intacct, or similar)
- Detail-oriented, organized, and proactive
- CPA or CPA-track is a plus
My client was founded in 2017 to help financial advisors better secure their clients' financial futures. They focus on independent Registered Investment Advisers (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, they work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-leading products
We are looking for a strong client support representative with their Series 7 license to handle client accounts and cash movements. This role involves providing white-glove customer service, answering questions from end clients, and relaying feedback to product and engineering teams.
My client operates on a hybrid work model, with employees coming to the office on Tuesdays, Wednesdays, and Thursdays. They provide lunch on in-office days and encourage team meetings and collaboration.
The Hybrid role is based in Dallas to provide extended support hours for clients on the West Coast, we have a brand new office!
Our client is seeking an Associate to support the enhancement of credit portfolio reporting, data infrastructure, and governance. This role will focus on developing new portfolio reports, improving data sourcing and controls, and automating reporting processes. The Associate will partner closely with Business, Risk Data, and Technology teams to deliver accurate, insightful reporting for senior management.
Key Responsibilities
- Develop and enhance credit portfolio risk reports and dashboards, including exposure, concentration, limits, and trend analysis
- Identify opportunities to improve reporting processes, data sourcing, transformation, and controls
- Coordinate data and reporting enhancement projects, ensuring timely delivery and clear stakeholder communication
- Automate reporting workflows to improve efficiency and accuracy
Qualifications
- Bachelor’s degree in Finance, Economics, Statistics, or a related field (Master’s, CFA, FRM a plus)
- 3+ years of experience at a large financial institution, preferably in credit portfolio reporting or monitoring
- Understanding of credit risk management concepts, risk appetite metrics, and regulatory requirements
- Strong analytical, problem-solving, and communication skills
- Advanced Excel and PowerPoint skills; experience with SQL, Python, Alteryx, and/or Power BI is a plus
- Ability to manage multiple priorities in a fast-paced, collaborative environment
Take Your Accounting & Finance Career to the Next Level!
Are you ready to elevate your career? This is your chance to work with Fortune 500 companies, enjoy a balanced lifestyle, and unlock incredible earning potential! This is the role you've been waiting for.
Accelerate Your Career:
Are you eager to grow professionally without being tied down by the traditional BIG4 or Top-Tier public accounting firm structure? Look no further. Here, your career growth is limitless. You’ll work on high-impact financial and accounting projects for some of the nation’s largest corporations—projects that truly make a difference. Join a team that values and invests in your personal and professional development.
Work-Life Balance:
Fed up with long, grueling hours? We get it. That’s why our client prioritize work-life balance, giving you the opportunity to enjoy life outside of work without compromising your career. Say goodbye to the demanding hours typical of public accounting firms.
Compensation & Benefits:
You will receive a very attractive compensation package that includes:
- Competitive Base Salary
- Annual Bonus
- Comprehensive Medical, Dental, and Vision Coverage
- Generous 401(k) Match
- Profit Sharing
- Tuition Assistance
- Generous Vacation & Sick Time
- Paid Holidays
What We're Looking For:
You’re the ideal candidate if you have:
- A Bachelor’s Degree in Accounting or a related field
- At least 3 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- A CPA (or plans to pursue certification)
Ready to take the next step? Apply now and join a company that truly invests in your future!
We're partnered with a high-performing Private Credit firm looking for an ambitious, up and coming mid-level and strategic finance leader to oversee all fund-level finance operations across its growing credit and venture-focused platforms. You'll be instrumental in ensuring operational readiness as they continue to grow into open-ended investment vehicles.
You’ll be the key point of contact for everything fund finance — from day-to-day fund accounting to high-level capital planning. Reporting directly to the CFO, you’ll lead internal finance operations and manage key external partner relationships.
RESPONSIBILITIES:
- Oversee all fund finance functions — including fund accounting, treasury, investor reporting, and operations — for both evergreen and closed-end structures
- Manage capital calls, distributions, and ongoing fund-level cash flow for open-ended strategies
- Serve as the primary liaison to fund administrators, auditors, and tax preparers to ensure timely and audit-ready deliverables
- Deliver recurring and ad hoc reporting to LPs, lenders, and internal teams across multiple investment vehicles
- Implement scalable financial workflows, templates, and controls tailored to evergreen fund needs
- Support cross-functional initiatives across investor relations, legal, and investment teams
- Help develop fund-level dashboards and financial analytics to support performance monitoring and decision-making
- Mentor junior team members and instill a culture of precision and accountability in finance operations
QUALIFICATIONS
- 5–9 years in fund finance, fund accounting, or private markets operations
- Prior experience working with open-ended or evergreen funds strongly preferred
- Strong grasp of private credit, structured finance, or hybrid fund environments
- CPA and/or deep understanding of U.S. GAAP, fund structuring, and investor reporting norms
- Comfortable managing relationships with fund administrators, auditors, and external finance partners
- Entrepreneurial mindset — eager to build, optimize, and lead in a high-growth, agile environment
- Highly organized with sharp Excel and reporting system skills
About the Role
Lead Investment Bank is looking for a VP, Regulatory Reporting Business Analyst to drive the end to end implementation of AxiomSL for regulatory reports such as the FR Y-9C, FR Y-15, FFIEC 031, FFIEC 002, FFIEC 009 etc. This position will join a newly created team that is in the process of being built out.
Responsibilities
- Drive the Axiom implementation across the five risk reports, and manage user acceptance testing
- Establish target state reporting architecture, MDRM mapping, rule logic, validation frameworks, and exception management workflows
- Review and challenge data quality issues, variances, reconciliations, mapping logic, intercompany eliminations, and interpretive guidance
- Assist in creation of standard operating procedures, documentation standards
- Perform data analytics review and coordinate with data governance to measure data quality and data monitoring controls on a regular basis.
- Support preparation of Regulatory Reporting Working Group and Governance Committee meetings, Change Management and Issue Management Forums, and handling communication with internal and external stakeholders.
Qualifications
- Bachelor's degree in Finance, Accounting, Business, Data Science or a related field. Advanced degree or professional certifications (e.g., CPA, CFA) is preferred.
- Knowledge of financial products (e.g. loans, deposits, securities, derivatives, money market products, repos etc.). Knowledge of regulatory reporting requirements (e.g. FR Y-9C, FR Y-15, FFIEC031, FFIEC002, FFIEC009 and etc.) is a must
- Proficiency with Power BI development, including data modeling, report creation, and data visualization is a plus
- Minimum 6 years of experience in financial reporting, regulatory reporting, risk management, or related field in banking industry. Proven ability to lead and inspire a team, fostering a collaborative and high-performance culture.
My client is an international bank and is looking to bring on a Project Finance Credit Risk VP to join their NY branch. This role will be supporting a portfolio of project finance transactions in the US.
Responsibilities include
- Prepare Project Finance credit reports, collaborating with colleagues to gather data and context.
- Establish and maintain credit review processes, updating relevant Policies and Procedures.
- Apply credit rating models to provide credit review opinions in reports and targeted reviews.
- Communicate with regulators and auditors regarding the branch's Project Finance exposure.
- Verify report accuracy and recommend actions to ensure integrity before senior management reporting.
- Provide analysis and data to stakeholders as needed.
- Lead preparation, presentation, and discussion at monthly Credit committees and other meetings.
- Support team members by covering absences and managing workload as needed.
Candidate must have had exposure and knowledge of project finance transactions and a background in credit analysis.
This position is in office 3 days/week in Midtown NYC.
A leading Investment Bank, is looking for a VP, Regulatory Change Management to join their growing team. This individual will be responsible for assisting with the design and implementation of their regulatory reporting system.
Additional Responsibilities include:
- Transform and replace existing reporting systems - prepare business requirements to support the system change initiatives
- Interpret regulatory reports, address issues, and implement solutions
- Execute and maintain regulatory reporting data analytics and data quality initiatives
- Work across teams to translate regulatory requirements into implementable data controls
Qualifications:
- Bachelor's in Finance, Risk, or Computer Science
- 6+ years of experience working in Banking or Financial Services
- Experience working with regulatory reports such as the FR Y-15, FR Y-9C, FR 2052a, FR Y-14 etc.
- Understand of risk and internal controls
- Familiarity working with Axiom
About the Company
Our client is a fast-growing, AI-enabled software company building modern workflow and modeling tools for institutional investment teams. The platform replaces manual, spreadsheet-driven processes with standardized, auditable, and scalable solutions that support complex financial decision-making.
Used by sophisticated investment professionals across private markets and advisory firms, the product sits at the intersection of high finance and modern technology—helping teams move faster, reduce risk, and focus on judgment rather than mechanics.
The company is scaling rapidly and is investing across product, engineering, customer enablement, and commercial teams.
About the role - Hybrid Account Manager (Private Markets)
This Hybrid Account Manager role sits between account management, customer success, and commercial growth.
You’ll own relationships with institutional investment teams, guide customers through onboarding and adoption, and identify opportunities to expand usage across the firm. You’ll manage engagements end-to-end—from initial conversations and training through to embedding the platform into live deal workflows.
You’ll work directly with senior investment professionals, translating their existing processes (often Excel-based) into a modern, scalable system. This role is well suited for someone who enjoys staying close to the deal process but wants to help build and scale a technology business.
Key Responsibilities
- Own and manage relationships across a portfolio of institutional investment clients and active prospects
- Lead onboarding, training, and workflow design for new teams adopting the platform
- Act as the primary point of contact for customers throughout the lifecycle, from initial rollout through expansion
- Partner with senior investment professionals to understand their workflows and identify areas of deeper value
- Proactively uncover expansion opportunities by staying close to deal teams and usage patterns
- Support early-stage conversations with new firms evaluating the platform, from first introduction to successful deployment
- Collaborate cross-functionally with product and engineering to feed real-world client insight into roadmap decisions
- Develop deep expertise in private markets workflows, financial modeling, and how software improves deal execution
What We’re Looking For
- 2–4+ years of experience in private equity, investment banking, or a closely related finance role
- Strong grounding in financial modeling and deal analysis, with a clear understanding of private markets workflows
- Comfort owning client relationships and operating in a customer-facing role
- Strategic thinker with the ability to translate customer feedback into actionable insights
- Clear, confident communicator capable of engaging senior investment professionals
- Curious, proactive, and comfortable in a fast-moving, early-stage environment
- Exposure to financial software or technology platforms is a plus
Compensation & Equity
This is a full-time role offering:
- Competitive base salary
- Uncapped variable cash compensation tied to individual performance
- Meaningful equity participation in an early-stage, high-growth business
About the Role
The Manager, Regulatory Reporting Change Management is responsible for the design and implementation of both tactical and strategic initiatives that improve the quality of regulatory reporting. The individual is responsible to review, analyze and prioritize resolution of issues and monitor their resolution through system project build, testing, and implementation.
Responsibilities
- Design and implement regulatory reporting systems.
- Understand data at its source and the corresponding general ledger and data warehouse relationships.
- Prepare business requirements and functional specifications to support Finance regulatory reporting system change initiatives.
- Ensure they are reasonably sufficient and adequate in content, structure, and logic to provide application developers the necessary technical information to design, build and configure Axiom.
- Manage all phases of testing, and underlying reconciliation to source data.
- Review system data flows and be able to identify issues and offer solutions.
- Work closely with Data Group Office to identify, and document data quality issues and offer solutions.
Qualifications
- MBA or MS in Finance, Risk or Computer Science
- 7+ years of accounting or change management experience
- US Regulatory Reporting / Change Management experience
- Familiarity with Axiom
- Strong understanding on overall banking business and capital markets products