Opportunities

Job Summary
Our client, a growing consumer services company based in the Coral Gables area, is seeking a highly skilled and detail-oriented Controller to oversee financial operations and ensure compliance with accounting standards and regulations. The ideal candidate will have strong experience accounting, as well as a strong background ideally with a FinTech. This role requires a deep understanding of financial management principles, including budgeting, forecasting, and cash management. The Controller will play a key role in financial report writing, regulatory reporting, and maintaining the integrity of our financial systems.

Duties

• Oversee all aspects of accounting operations, including accounts payable, accounts receivable, payroll, and general ledger accounting.
• Ensure compliance with GAAP, IFRS, SOX, and other regulatory requirements.
• Prepare accurate financial reports and statements to facilitate informed decision-making.
• Conduct balance sheet reconciliation and account reconciliation to maintain accurate financial records.
• Manage cash flow and perform cash management activities to optimize liquidity.
• Develop and implement budgeting processes to support organizational goals.
• Perform financial analysis and account analysis to identify trends and variances.
• Utilize accounting software such as QuickBooks, Sage, or Xero for efficient financial management.
• Collaborate with external auditors during audits to ensure compliance with all regulations.
• Provide technical accounting guidance on complex transactions and issues.

A growing FinTech company is seeking a seasoned Underwriter with specialized experience in Merchant Cash Advance (MCA) and/or revenue-based financing to join the team. This role is pivotal in evaluating small business funding applications, analyzing cash flow trends, and assessing risk profiles to make informed credit decisions. The ideal candidate will bring a deep understanding of alternative lending models, particularly those that rely on daily or weekly receivables, and will be comfortable working in a fast-paced, data-driven environment.

Duties

As an Underwriter, you will be responsible for reviewing bank statements, merchant processing data, and business performance metrics to determine eligibility and appropriate funding amounts. You’ll collaborate closely with sales, risk, and operations teams to ensure a seamless funding process while maintaining portfolio quality. Your ability to interpret non-traditional financial documentation and apply sound judgment will be critical in supporting the business.

A well established financial services firm is Midtown NYC is seeking to add an associate level Financial Analyst to the team.  This is a long term temporary position.

• Preparing monthly, quarterly, and annual financial statements in accordance with GAAP, reconciling accounts, and supporting audits.
• Assist in maintaining internal controls and compliance with regulatory standards.
• Assist with budgeting and forecasting processes, working closely with departments to develop financial plans that align with strategic objectives.
• Analyze variances between actual and projected results, identify cost-saving opportunities, and provide recommendations to improve financial efficiency.

Responsible for structuring, underwriting and ongoing monitoring of middle market Commercial & Industrial (C&I) loans and Investor CRE/Multifamily loans.  Loan types include owner-occupied and investor Commercial Real Estate, Working Capital Lines of Credit and Term Loans.   Will work on the most complex loans in the portfolio.

Position Responsibilities:

• In conjunction with the Senior Credit Officer and Commercial Private Banker, evaluate, structure and underwrite new credit requests, including the completion of loan approval packages that include financial/cash flow analysis, collateral valuation and identifying and mitigating risk.
• Prepare loan proposals and quarterly/annual loan reviews in an accurate, timely and effective manner. Ensure borrowers are appropriately risk rated. Working closely with the private bankers to proactively identify potential issues and find solutions.
• Perform annual/quarterly due diligence on existing clients in an accurate, timely and effective manner, including the analysis of necessary financial information, covenant compliance, identifying emerging risks and the appropriate risk ratings.
• Conduct industry analysis, market analysis, property inspections (if necessary), risk rating and stress testing in the preparation of written credit analysis.

Seeking a detail-oriented and analytical Portfolio Risk Analyst to join a growing FinTech company building next generation products. The ideal candidate will be comfortable working with varied datasets to derive insights for both credit underwriting and ongoing portfolio management. This role will play a critical part in improving credit decisions, monitoring customer behavior, and informing risk management and product strategy.

Responsibilities

• Analyze new applicant data to support automated and manual credit decisioning.
• Work with data extracted from business financial statements, tax documents, and banking integrations (e.g., Quickbooks, Netsuite, Plaid, etc).
• Leverage insights from adjacent product usage (e.g., business banking, payments platforms) to evaluate risk profiles.
• Build dashboards or tools to surface real-time indicators for underwriting and fraud detection.
• Monitor account-level behavior post-origination, including spend and payment patterns, credit utilization, and engagement.
• Identify signs of weakening creditworthiness using internal data and third-party credit reports (e.g., Experian, D&B).
• Support P&L analysis of the unsecured credit card product, including interchange income, interest revenue, rewards cost, and charge-off rates.
• Build models to evaluate customer lifetime value, profitability segmentation, and risk-adjusted returns.

Primary responsibilities revolve around gathering and analyzing financial data, assessing risk, and preparing detailed credit reports. The position demands a strong attention to detail and the ability to interpret complex financial documents.

• Analyze applicants’ financial statements, credit reports, and payment histories
• Conduct financial ratio analysis and evaluate industry trends
• Prepare written evaluations and risk assessments for loan committees
• Monitor and review existing credit accounts for performance and compliance
• Collaborate with relationship managers to structure credit solutions tailored to client needs

Overview
We are seeking a highly skilled and experienced Senior Manager – Indirect Tax to join a dynamic organization. This role is 100% work from home. Our client is a global leader in the healthcare field notable for their innovation and top-notch employment experiences. The ideal candidate will possess a very strong background in indirect tax, with a proven track record of effectively managing all Indirect Tax functions for domestic and international jurisdiction compliance. This role requires exceptional analytical skills, financial acumen, and the ability to navigate complex regulatory environments. As a Senior Manager – Indirect Tax, you will play a critical role in all aspects of IDT.

Duties

• Oversee the preparation and filing of federal, state, and local, Sales & Tax, AUP, PPT, RPT.
• Oversee all aspects of IDT for compliance.
• Manager, update and maintain system for compliance and reporting functions.
• Provide guidance and lead on Taxes.
• Lead all audits.

Our client, a growing bank with excellent benefits and culture in Somerset County NJ, is looking to add to the team a Financial Reporting Analyst.

Responsibilities:

• Responsible for all aspects of financial analysis, reporting, and budgeting.
• Financial Reporting preparation to various departments and senior management on monthly, quarterly and annual basis
• FRB filings.
• Federal and State withholding review and payment.
• Quarterly Call Reports.

Our client is a growing private bank with excellent benefits located in Somerset County NJ.  They are seeking to hire a Senior Accountant with banking experience, preferably within Wealth Management.

Role and responsibilities:

• Responsible for preparing accurate financial statements, overseeing general accounting operations, and ensuring all financial transactions align with rules and regulations.
• Correspond with all areas of the bank including; finance, operations, risk, and compliance.
• Prepare financial statements and regulatory reporting documents
• Respond to information requests by management and for auditing reviews