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The position is responsible for daily checks, transaction bookings monitoring and account reconciliation, the branch's financial reporting, preparing the month-end closing, also participating in the implementation of accounting rules and principles updates.
This role involves overseeing daily transaction monitoring, account reconciliation, and financial reporting, including month-end closing and updates to accounting principles. Key responsibilities include ensuring US GAAP compliance, performing variance analysis, managing journal entries, and supporting monthly financial analysis and reporting tasks.
Our client is hiring for a Finance Operations professional to support the office of the CFO on securities accounting and broker-dealer operations. The successful candidate should have an in-depth knowledge of broker-dealer reporting standards, operations, and securities along with a strong product knowledge.
Responsible for Managing the Private Banking Area, providing a high level of customer service to Private Banking clients.
Credit Risk Management (CRM), as the second line of defense, is a key function in protecting and making sure that we take prudent risk. The group evaluates transactions and approves, rejects, or modifies them depending on the credit quality of each counterparty and structure. The department also assigns internal credit ratings, and establishes and manages credit risk limits in accordance with the risk tolerance.
Primary responsibilities will include leading the investor relations team and playing a pivotal role in our growth initiatives. You will strategize, launch, and manage crowdfundingn campaigns, raise funds from accredited investors and venture capital firms, and maintain robust relationships with all investors to support ongoing expansion and development efforts.
This role will be responsible for the build out of a new team under a large international account that was recently just acquired for the company. They will be overseeing the leadership of a team of 4+ accountants, handling budgeting & forecasting, and FP&A responsibilities for their business unit.
This role in Enterprise Risk Management involves leading the regional Management program. You'll develop and integrate sustainability and climate risk models, metrics, and analytics tools, supporting the growth of the Sustainability Ecosystem and One Platform while ensuring compliance with sustainability risk data requirements.
Excellent Family Office Tax Analyst at a dynamic family office based in NYC. This job will include, but will not be limited to, high-net worth tax compliance and reporting experience.
The Financial Analyst will play a crucial role in our finance department by providing valuable insights and analysis to support decision-making and strategic planning. This position requires a strong analytical mindset, attention to detail, and the ability to interpret financial data and trends.
For this role, we are looking for a KYC Analyst to identify key risks in the current client life cycle management processes and recommend strategies for future state design to mitigate AML risks. The role is hybrid, and based in midtown east.
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