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Join to apply for the U.S. Private Bank - Estate Planning Innovation Lead - Executive Director role at JPMorganChase

Base Pay Range

$170,000.00/yr - $350,000.00/yr

Job Description

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. J.P. Morgan Private Advisory is a cross‑disciplinary group of over 100 global specialists within the Private Bank who collaborate to deliver innovative and forward‑thinking strategies, working closely with advisors to help clients make well‑informed decisions and achieve their goals.

The Senior Estate Planning Innovation Lead will join J.P. Morgan Private Advisory. This individual will be expected to lead the digital transformation of the estate planning offering, driving the design and implementation of innovative technology solutions to enhance the client and advisor experience.

Estate planning advice is a critical topic for high‑net‑worth individuals, especially in understanding how their balance sheet interacts with their estate planning documents. We are seeking a highly skilled and experienced professional to lead the digital transformation of our estate disposition offering, which helps our clients understand the structure and eventual implications of their estate planning documents on their assets and beneficiaries and heirs. This role is pivotal in bringing to life our vision for a platform that will enhance the capabilities of our estate planning review team and provide valuable insights to advisors and clients.

The ideal candidate will have a strong background in estate planning and tax, preferably with a legal or accounting background, and experience in project management and digital technology development. Success in this role will be defined by the successful implementation of a digital solution that scales our estate planning review services, enabling more advisors to engage their clients in this dialogue, and enhancing and deepening client relationships.

Job Responsibilities

• Build a deep understanding of J.P. Morgan’s existing estate disposition analysis capabilities.
• Develop and execute a strategic vision and roadmap for the digital transformation of the estate disposition offering.
• Partner closely with Product and Technology teams to ensure the successful design, development, and implementation of the digital estate disposition analysis platform.
• Collaborate with cross‑functional teams, including estate planning review team, wealth advisors, and Private Bank advisors, to gather requirements and ensure the platform meets user needs.
• Provide subject matter expertise in estate planning and tax matters to guide the development of the platform, with an eye towards ensuring accurate implementation and user efficiency.
• Partner with Private Bank business stakeholders to lead the go‑to‑market approach, drive adoption and training, and scope advisor support needs.
• Communicate effectively with key business partners to understand project management activities, determine feature prioritization, and identify/mitigate risks.
• Conduct market research and competitive analysis to identify opportunities for product differentiation and innovation.
• Monitor and evaluate the performance of the digital tool, making data‑driven decisions for continuous improvement.
• Partner with Legal, Controls, Compliance, and Risk to ensure compliance with internal and industry regulations.
• Prepare and deliver project update presentations on strategy and impact for senior leadership.

Qualifications, Capabilities, And Skills

• JD or CPA with a strong background in estate planning and tax matters
• 8+ years of experience or equivalent expertise in estate planning, accounting, financial services, financial planning products, or a related field
• Understanding of the legal and regulatory landscape related to estate planning strategies and solutions
• Excellent quantitative and analytical skills, including a firm grasp of financial and wealth projection and optimization techniques
• Strong written and verbal communication skills; must convey knowledge and credibility to team members and stakeholders
• Experience driving change within organizations and managing stakeholders across multiple functions, with the ability to collaborate effectively with cross‑functional teams
• Knowledge of and proven ability to influence key product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
• Experience in developing digital tools or platforms for financial services or estate planning preferred
• Recognized thought leader within the estate planning or financial services industry preferred
• Experience with AI‑driven technology solutions preferred

Equal Employment Opportunity Statement

We also make reasonable accommodations for applicants’ and employees’ religious practices and mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.

Seniority Level

• Director

Employment Type

• Full‑time

Job Function

• Other

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Quantitative Developer (Affiliated Trading)

Location: New York, New York, United States

About Kalshi

Kalshi is pioneering a new category: prediction markets. We enable people to trade on the outcomes of future events, turning questions about the future into financial assets. After years of effort, we successfully legalized prediction markets in the US for the first time in history. Currently, Kalshi is the fastest growing financial market in America, with thousands of markets spanning politics, economics, weather, tech, AI, and culture.

Our vision: to build the largest financial market on the planet.

Our mission: to bring more truth to the world through markets.

Building a new category is challenging but rewarding. Our culture emphasizes hiring talented people, working hard, and enjoying the journey. We seek ambitious and exceptional individuals to join our small team and help shape the future of financial markets.

Role Roadmap

Kalshi Trading is the market-making arm, providing liquidity and efficient pricing for all markets on the Kalshi Exchange. As a Quantitative Developer, you will design, build, and maintain autonomous systems that execute our market-making strategies. We look for candidates with 3-7 years of experience in distributed systems, performance engineering, and a strong understanding of trading system design. Your initial responsibilities will include:

• Handling large datasets related to betting and sports
• Developing sports forecasting models using game data
• Integrating bookmaker odds data with models to generate prices
• Programming in Python, R, or similar for statistical modeling
• Experience in sports or betting industries is a plus
• Building autonomous systems to dynamically allocate liquidity based on model outputs
• Ensuring system performance, reliability, and low latency
• Managing data from various sources and exposing it effectively
• Collaborating with research teams to implement models efficiently
• Maintaining records of all trades executed by the market maker

Beyond these, you will have the opportunity to shape your role as we grow, contributing to new initiatives and strategies.

Our Culture

We value meritocracy, ownership, and problem-solving. We dream big, take pride in our craft, and aim to create impactful, truthful products through markets.

Kalshians are our most valuable asset. We select team members carefully and trust them from day one.

Commitment to Equal Opportunity

We foster an inclusive culture and are proud to be an equal opportunity employer. We welcome candidates from all backgrounds and ensure fair treatment regardless of race, gender, age, disability, or other protected characteristics. If you're passionate and talented, we want to hear from you.

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A leading real estate firm in San Diego is seeking a Post Closing Specialist to ensure that all post-closing activities related to escrow transactions are completed accurately and efficiently. Responsibilities include reviewing closing documents, coordinating with branches for missing information, and providing customer service to Escrow Officers. This is an entry-level, full-time position requiring strong technical and critical thinking skills within a fast-paced environment, making it ideal for self-motivated candidates.
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Category/Area of Expertise: Procurement & Logistics
Job Requisition: _external_USA-ME-Scarborough
Address: USA-ME-Scarborough-145 Pleasant Hill Rd
Store Code: IN STOCK )

ADUSA Procurement is a partner company to Ahold Delhaize USA, providing supply chain services that support the delivery of products from a supplier to the warehouse. ADUSA Procurement is part of the Ahold Delhaize USA family of brands, which also includes five leading omnichannel grocery brands – Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop.

Primary Purpose

Primary responsibilities are to ensure appropriate operational service levels at retail. This includes working with vendors on product flow to achieve vendor to warehouse fill rate goals (VFR). This role also has direct responsibility of managing inventory days of supply objectives (DOS) and on shelf availability (OSA) targets, for their assigned vendors. This position will understand the future variability that impacts product movement – from increasing efficiencies, impacting the greater network, troubleshooting root causes, and supporting procurement streams (diverting, forward buy, efficiency programs). This role is the primary interface to vendor Supply Chain partners, representing ADUSA Supply Chain and communication of product availability issues to brand teams.

Our flexible/ hybrid work schedule includes 3 in-person days at one of our core locations and 2 remote days.

Applicants must be currently authorized to work in the United States on a full-time basis.

Essential job functions

• Manage all Relex daily, weekly, monthly workflows resulting in achieving operational service level targets.
• Monitor and ensure timely execution of all planned product allocations as needed.
• Analyze system exceptions for root cause.
• Manage inventory to achieve DOS, obsolete, and product freshness target.
• Execute and monitor purchase orders-including on time and in full metrics.
• Consult with Advantage team and Demand Systems Specialists on vendor efficiency programs. Ensure operational adherence to efficiency programs by working with the Demand Systems Specialist to input the rules.
• Develop a plan to address overstocks and left-over sale excess inventory in collaboration with the Merchandising group.
• Work with suppliers, Quality Control, Supply Chain operations, store divisional operations, and Risk Management to address product availability, freshness, and product transition issues, as well as recalls and market withdrawals.
• Stay informed on commodity or other supplier issues that impact category sales. Anticipate and act on supplier issues, seasonal changes, natural disasters, crop conditions, and manufacturing issues ensuring efficient order quantities.
• Provide timely communication to supervisors related to inventory transactions, resolving issues, short-term out of stocks.
• Collaborate with Forecast Analysts to explain and identify forecast variance and provide additional information around marketing strategies, special promotions, and anticipated influences to sales that are not likely to be identified through system-driven exception analysis.
• Additional job duties may be assigned as needed to meet the needs of the business and support our Values.

Qualifications

Knowledge

>

Demand management practices.

Intermediate to advanced Microsoft Excel

Working knowledge of Supply Chain processes

Relex knowledge preferred.

Skills

• Oral and written communication skills
• Basic to intermediate Excel
• Inventory management best practices.
• Store Operations preferred.
• Team player and collaborator

Abilities

• Strong Mathematical and Statistical aptitude
• Ability to analyze and decipher large amounts of data.
• Ability to analyze complex problems and rule sets.
• Ability to determine root causes and implement solutions.
• Strong critical thinker, autonomous decision-maker
• Takes initiative, self-starter.

Education

• Bachelor’s Degree in Statistics, Mathematics or related business field or equivalent relevant experience

Experience

• 0-3 Years

At Ahold Delhaize USA, we value Diversity, Equity, Inclusion and Belonging (DEI&B). Our employees and prospective employees are treated with respect and dignity. As an equal opportunity employer, we comply with all applicable federal, state and local laws. Qualified applicants are considered without regard to sex, race, color, ancestry, national origin, citizenship status, religion, age, marital status (including civil unions), military service, veteran status, pregnancy (including childbirth and related medical conditions), genetic information, sexual orientation, gender identity, legally recognized disability, domestic violence victim status or any other characteristic protected by law.

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A private investment firm in Los Angeles, CA, is looking for a Director of Finance to manage finance operations across multiple funds. This leadership role requires overseeing audits, tax processes, and compliance while improving finance systems. The ideal candidate has 7+ years of relevant experience and a bachelor's degree in Accounting or Finance with a CPA. This position offers a unique opportunity for impactful contributions during a significant growth phase.
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A leading recruiting firm is seeking an Experienced Recruiter to support a Fortune 150 client in the real estate industry. This position involves tax compliance, provision preparation, and managing tax records in Miami, FL. Candidates should have 1-2 years of tax experience, ideally from a Big 4 firm, and a degree in Accounting or Finance. This full-time role offers excellent growth opportunities within a supportive environment. Salary ranges from $60,000 to $80,000 annually.
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Are you ready to build a business worth owning, a career worth having, and a life worth living?

At Keller Williams Realty Boston Northwest , we’re not your typical real estate brokerage. We’re a training, technology, and growth company that happens to sell real estate.

We’re looking for motivated, learning-based individuals who want to take control of their income and build a sustainable business. Whether you’re new to real estate, just starting the licensing process, or already producing — our systems, coaching, and technology give you the edge.

What We Offer

• Industry-leading training and mentorship designed to accelerate your growth
• Access to KW Command , our proprietary CRM and marketing platform
• Coaching and accountability programs to help you hit your income goals
• A supportive, collaborative office culture in Concord, Lexington, and Cambridge
• Cutting-edge AI and marketing tools to streamline your business
• 100% focus on building your brand , not just the company’s

What We’re Looking For

• A strong desire to succeed and grow personally and professionally
• Excellent communication and people skills
• Self-motivation, accountability, and a growth mindset
• Willingness to learn and embrace technology

Whether you’re exploring real estate as a new career, looking to level up your current business, or simply want more freedom and support, Keller Williams Boston Northwest can help you get there.

Message us directly to schedule a confidential conversation about your real estate career.

Referrals increase your chances of interviewing at Keller Williams Realty Boston Northwest by 2x.

Seniority Level

• Entry level

Employment Type

• Full-time

Job Function

• Sales and Management

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2 days ago Be among the first 25 applicants

Direct message the job poster from Greyrock

Greyrock Accounting offers a wide range of accounting, tax and financial advisory services to individuals and businesses. We are presenting an exciting opportunity to join a community of professionals that thrives on creativity, innovation, and camaraderie. We believe that every member of our team plays a crucial role in our success, and we all share a passion for helping our clients achieve their financial goals.

Company Description

Greyrock Accounting provides comprehensive accounting, tax, and financial advisory services to individuals and businesses. Join our team of creative, innovative, and collaborative professionals dedicated to client success.

Duties

Serve multiple clients as Senior Manager of Tax Services, including but not limited to:

• Review individual, business, and other tax returns, including federal, state, and local filings for various clients.
• Provide feedback and guidance to improve tax filing quality and ensure adherence to standards.
• Prepare and review tax projections and estimates.
• Review fixed assets registers and property tax returns.
• Respond to federal and multi-jurisdictional notices on behalf of clients.
• Maintain organized and accurate documentation of tax information, client records, correspondence, and workpapers, ensuring compliance with recordkeeping requirements and policies.
• Communicate with clients to gather tax information, answer questions, and provide tax planning advice. Build strong client relationships.
• Support and advise contracted clients in collaboration with Greyrock recurring client teams.
• Manage the timely and accurate preparation and filing of all tax returns, ensuring compliance with relevant laws.
• Utilize tax preparation software effectively, staying informed about updates and changes.
• Manage workload to meet deadlines, prioritize tasks, and allocate resources efficiently.
• Mentor and train team members on tax preparation, software, and client communication.
• Participate in ongoing education to stay current on tax issues.
• Handle miscellaneous projects as they arise.
• Report directly to the Tax Director or Tax Shareholder.

Requirements

• Bachelor’s or Master’s degree in accounting and/or taxation.
• 7-8+ years of public accounting or relevant industry experience.
• Experience with income tax preparation and planning software.
• Working knowledge of financial statements.
• Proficiency with Excel, Word, etc.
• Excellent interpersonal and proactive communication skills.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance

Industries

• Accounting

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Climate Breakthrough is a global philanthropy supporting extraordinary climate leaders to pursue ambitious and transformative climate endeavors through the Climate Breakthrough Award: a multi-million-dollar, multi-year, flexible grant. Our mission is to make an outsized impact in resolving the climate crisis by freeing leaders to translate their boldest ideas into transformative climate action that swiftly and justly closes the gap between the world today and a sustainable future.

Headquartered in the San Francisco Bay Area, Climate Breakthrough is funded by the David and Lucile Packard Foundation, the IKEA Foundation, The Lemelson Foundation, Quadrature Climate Foundation, Oceankind, and Vere Initiatives. For more information, visit

About the Role

Reporting to the Senior Grants Manager, the Grants Assistant will provide vital administrative and operational support to Climate Breakthrough’s grantmaking activities, ensuring smooth, accurate, and compliant processes across the grant lifecycle. Under the supervision and guidance of the Senior Grants Manager, the Grants Assistant will support timely disbursement of awards, management of grant reporting processes, management of contracts, and maintenance of up-to-date records in the internal database. The Grants Assistant will also ensure proper documentation, file management, and data security.

This is a great opportunity for someone who is familiar with grantmaking processes, experienced in operating grants management platforms and other digital tools, and is highly organized with excellent written and verbal communication skills.

The Grants Assistant’s work will be divided into the following areas:

Grants Administration

• Manage the Climate Breakthrough Award inquiries inbox, ensuring clear and timely communication with internal teams and external partners.
• Review supporting materials for completeness and follow up with grant applicants as needed to maintain efficient administrative workflow.
• In consultation with the Senior Grants Manager, maintain and update grantmaking procedure manuals.
• Track and review grantee payments and support collection of narrative and financial reports, sending reminders to awardees as needed.
• Coordinate with program staff about missing information and upcoming grant‑related deadlines, as needed.

Contract Management

• In consultation with the Operations Manager, support the preparation of vendor contracts, internal contract workflow, and entry and management of contracts in the internal database.
• Collaborate with the Finance and Operations team to ensure timely processing of contractual payments and record transaction details in the internal database.

Information Management

• Maintain current payment records, contact details and other relevant grant information for all awardees.
• Provide technical support for grants data management and act as knowledge resource for Climate Breakthrough staff.
• Maintain the team’s internal data drive and database training guide, ensuring data security and clear file organization.
• Support the team with adhering to the organizational Document Retention Policy through regular training, protocol reminders, guidance documents, etc.
• This role will also provide ad hoc organizational support, as needed.

Qualifications

Successful applicants will have most of the following qualifications:

• At least one year of relevant experience in philanthropic grants management, contract administration, or similar fields, ideally with some international experience.
• The ability to manage a database and navigate program management tools. Any exposure to grants management platforms is a plus.
• Proven ability to handle multiple projects in a timely manner.
• Strong attention to detail and well‑organized.
• Ability to maintain a high degree of discretion and confidentiality.
• Experience working collaboratively as part of a small team with strong interpersonal and relationship‑building skills.
• Ability to prioritize, adapt to changes, and nimbly shift between projects.
• Comfort working in a fast‑paced and changeable organization.
• Commitment to and enthusiasm for Climate Breakthrough’s mission.
• Cross‑cultural sensitivity and awareness and commitment to justice, equity, inclusion, and diversity.
• Ability to travel nationally for work events (1‑3x annual).
• Fluency in English required, other languages an asset.

Position Details

This role must be located in the San Francisco Bay Area or the New York Metro Area. Attendance is expected at twice annual team onsites in San Francisco. For a Bay Area hire, commitment to come into our San Francisco office one day per week is expected. Please note that full‑time at Climate Breakthrough is 35 hours/week; we also have a 31.5 hour/week option (90 % time), for which salary is adjusted accordingly.

The desired start date for this position is February 15, 2026.

For a San Francisco Bay Area‑based employee, the salary for this role is $75,000. To advance our commitment to internal equity the salary for this position has been set at our highest and best offer within our established compensation framework and is not subject to negotiation. For applicants based in the New York Metro Area, a geographic differential of –5 % would apply.

Climate Breakthrough offers a generous benefits package that includes the following:

• 35‑hour workweek, with a reduced‑hour workweek (31.5 hrs/wk) option available
• Medical (PPO and HMO), Dental, and Vision plans with 100 % employee coverage and >50 % coverage for dependents
• 20 days paid vacation per year, with 25 days after two years
• 11 days paid sick leave per year
• All federal holidays observed, plus Christmas Eve and the day after Thanksgiving, as well as two floating holidays and birthday off
• 401(k) plan with 6 % employer contribution
• Long‑term disability and life insurance
• Stipend support for professional development, home office, and business travel

To Apply

CEA Recruiting is assisting Climate Breakthrough with this search. To be considered for this position, interested candidates should use the link below to submit an application, including a resume and thoughtful cover letter. Preference will be given to applications received before December 12, 2025, but the position will remain posted until filled.

Each application is personally reviewed by our hiring team — no automated filters or AI reviewers. Please write your application with authenticity, in your own words, so we can read your perspective. We typically reach out to candidates selected to advance in our process within 3‑4 weeks from when the application is submitted. Only candidates selected to advance will be contacted prior to the successful completion of this search. All candidates will be notified when the search has closed.

For questions about completing the application form or technical concerns, you may contact We regret that due to the high volume of applications we receive, we are not able to provide individual responses on the status of your application or feedback to candidates who do not advance to interviews. To ensure your application is reviewed and you receive notifications about the process, please use only the career portal to submit your application materials.

As Climate Breakthrough enters its tenth year of selecting and supporting visionary climate leaders to pursue their boldest breakthrough strategies to address the climate crisis, we are building out our own organizational capacity to match the ambition of our program. We will be hiring four entry‑level assistant roles across the organization’s program and operations, including Grants Assistant; Operations Assistant; Programs Assistant, Awardee Support; and Program Assistant, Awardee Selection. If you or someone you know are passionate about combatting the climate crisis, are aligned with our Mission and Guiding Values, and are excited to get involved, we encourage you to review and share our open positions. Please visit job/ceaconsulting.com/jobs to learn more about these opportunities as they become available.

Climate Breakthrough is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, or veteran status.

Climate Breakthrough is a values‑driven organization with a strong commitment to justice, equity, diversity, and inclusion. We regularly assess our practices and make adjustments to pursue our commitments and values, and drive our mission. Our team works together closely to set and uphold the high standards to which we hold our work and ourselves. Read our Guiding Values here.

CEA Recruiting works with leading environmental nonprofits, foundations, and businesses to recruit top talent and design effective organizational staffing strategies. For more information, visit

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A leading technology firm is seeking a Lead, Security Assurance in Chicago or Coppell, TX. This role requires 5+ years in Information Security with expertise in compliance and risk management. Responsibilities include conducting security assessments, collaborating with engineering teams, and managing risk evaluation. Ideal for candidates who thrive in a hybrid work environment with a full-time commitment to enhancing security methodologies.
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A healthcare insurance firm in Boston seeks a Financial and Insurance Analyst to conduct financial analysis, reporting, and insurance evaluation. The role entails preparing financial data for stakeholders and ensuring compliance with regulations. Candidates should have a Bachelor’s degree in finance or related fields and ideally possess 3+ years of experience in financial analysis. Strong skills in Excel and SQL are highly valued. This is a full-time position offering competitive pay and opportunities for growth.
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Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

SUMMARY

The Credit Officer III has prior experience and expertise in credit analysis, with an understanding and ability to handle financial statement, tax return and cash flow analysis for businesses and individuals. Based on the credit request and analysis of the business or individual, the Credit Officer provides the bank with an accurate, clear and concise written credit request (report of Credit Extended- RCE). The Credit Officer III will have the ability to work on the most complex credits. May assist and train junior credit officers/trainees to obtain/increase the understanding of the credit analysis process and improve credit skills.

ESSENTIAL DUTIES AND RESPONSIBILITIES

include the following:

• Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
• Provide, present and promote The Citizens Experience to all external and internal customers.
• Review credit request/file for completeness.
• Spread financial statement and/or tax returns.
• Evaluate a credit request and formulate questions, if necessary to complete Report of Credit Extended (RCE).
• Prepare an accurate, clear and concise RCE.
• If credit request does not fit within the bank's standard lending policy and procedures, refer to other bank departments.
• Discuss credit requests with branch personnel and Credit Management Division.
• Assist and/or train junior credit officer/trainees to obtain/increase the understanding of the credit analysis process and improve credit skills.
• Other duties may be assigned.

SUPERVISORY RESPONSIBILITIES

This job has no supervisory responsibilities.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

Bachelor's degree (B.A) from four year college or university; a minimum of ten years related experience and/or training; or equivalent combination of education and experience.

A Master's Degree or equivalent is preferred.

LANGUAGE SKILLS

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

REASONING ABILITY

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the associate is regularly required to sit and talk or hear. The associate frequently is required to use hands to finger, handle, or feel. The associate is occasionally required to walk and reach with hands and arms. The associate must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Salary Range: $104,061.00 To $150,888.00 Annually

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A leading gaming and entertainment company is seeking a Director of Finance to oversee the finance department's performance. The successful candidate will have at least 10 years of relevant experience, preferably in accounting or finance management, and must ensure compliance with regulations and policies. The role includes financial reporting, budget monitoring, and staff management, emphasizing guest service skills. Competitive compensation, including health benefits, is offered.
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A restaurant group in Fort Worth is seeking an Accounting Manager responsible for advanced accounting tasks to ensure precise financial reporting and support operational decisions. This full-time position demands strong analytical and problem-solving skills, along with the ability to manage multi-unit financial activities. Ideal candidates should have at least a bachelor's degree in Accounting or Finance and experience in a similar role. Compensation ranges from $146,700 to $335,100, catering to mid-senior level applicants.
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A leading staffing firm located in Baltimore, MD is actively seeking an experienced Accounting Manager to manage financial operations and ensure compliance with accounting standards. Candidates should have a CPA designation and at least 5 years of accounting experience. This role offers competitive pay between $80,000 and $90,000 annually along with growth opportunities in a supportive work environment.
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A leading Christian publishing company is seeking a Chief Publishing Officer to oversee content acquisitions and develop a multi-year content strategy. The ideal candidate will have over 10 years of leadership experience in publishing, a passion for producing impactful Christian content, and strong editorial judgment. This role includes supervising content teams and ensuring the publishing program aligns with the company's mission and values. The annual salary range is $190,000 to $220,000.
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A technology consulting firm in Stamford, CT is looking for a Business Analyst to work onsite four days a week. The ideal candidate will have prior experience with Cox Communications and strong communication skills to engage with executive stakeholders. Responsibilities include developing process flows, performing operational analysis, and acting as a liaison between business and technical teams. This full-time position requires strong analytical skills and the ability to communicate findings clearly.
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A leading financial services firm located in Miami, Florida is seeking a Fund Accountant Supervisor with expertise in Private Equity. This role requires a Bachelor’s degree and a minimum of four years of private equity experience. Key responsibilities include overseeing fund accounting processes, preparing financial statements, and ensuring accurate accounting of private equity investments. The successful candidate will have advanced Excel skills, strong communication abilities, and a keen attention to detail. This is a full-time position with a mid-senior level seniority.
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SIU Investigative Analyst

Company: Combined, a Chubb Company

We are seeking a dedicated Investigative Analyst to join our Special Investigations Unit (SIU) Team. The successful candidate will play a key role in supporting the SIU through data entry, research, and regulatory reporting functions. This position serves as the backbone of SIU operations—ensuring that referrals, rescissions, and regulatory submissions are processed accurately and efficiently. The role offers the opportunity to grow into a more advanced analytical and case management capacity, including predictive model review and case assignment responsibilities as experience develops.

RESPONSIBILITIES:

Referral Intake and Data Entry

• Enter all referrals and related documentation into the SIU database in a timely and accurate manner.
• Ensure data integrity and completeness for each referral record.
• Assist SIU Investigators with case development, including conducting LexisNexis, ISO ClaimSearch, and other database inquiries.
• Retrieve and organize background information to support investigations and reporting requirements.
• Prepare and complete rescission requests, ensuring all supporting documentation is accurate, complete, and filed per internal procedures.

Regulatory Reporting

• Submit required fraud referrals and case updates to State Departments of Insurance (DOI) in compliance with regulatory timelines and formatting standards.
• Utilize data and information from investigator reports to complete DOI submissions.
• Analyze system-generated alerts from predictive or AI-driven fraud models to identify patterns and potential concerns.
• Collaborate with investigators to refine detection criteria and identify model improvement opportunities.

Referral Assignment

• Assist with the triage and assignment of referrals to SIU investigators based on workload, expertise, and line of business.
• Monitor case aging and investigator workload to maintain balanced and efficient operations.
• Provide regular updates to senior management on trends and developments.
• Projects and duties as assigned.

QUALIFICATIONS:

• Excellent interpersonal & communication skills.
• 1–3 years of experience in insurance claims, fraud investigation support, or data analysis preferred.
• Strong attention to detail, organization, and accuracy in data entry and reporting.
• Familiarity with investigative databases such as LexisNexis, ISO ClaimSearch, or equivalent.
• Working knowledge of Microsoft Excel, Word, and case management systems.
• Excellent written and verbal communication skills.
• Ability to handle confidential information with discretion and professionalism.

PREFERRED QUALIFICATIONS:

• Knowledge of Accident and Health products (Life, Accident, Specified Disease, Disability, etc.).
• Knowledge of Employer Benefits, Group Disability, Life, Accident, Specified Disease, Disability.
• Technology proficiency – PCs, PowerPoint, Word, Outlook, Excel, Teams.

EDUCATION AND EXPERIENCE:

• Associate or Bachelor’s degree preferred (Criminal Justice, Insurance, Business Administration, or related field) or experience in claims or investigations, or a related field.
• Exposure to Insurance regulations and processes helpful.

OUR BENEFITS

• Health insurance
• A company-match 401(k) plan
• Disability insurance
• Life insurance

ABOUT COMBINED INSURANCE

Combined Insurance Company of America is a Chubb company and a leading provider of supplemental accident, health, disability, and life insurance products in North America. Headquartered in Chicago, with satellite office in Columbia, SC, Combined is celebrating over 100 years in business. We are committed to making the world of supplemental insurance easy to access and understand. The company has an A+ rating by the Better Business Bureau and an A+ (Superior) financial strength rating by A.M. Best. We are ranked by VIQTORY as the number one Military Friendly® Employer in 2023 (over $1 billion revenue category), marking Combined’s twelfth consecutive year on the Top 10 list. We pride ourselves on approaching all situations with a Positive Mental Attitude (PMA) and encouraging collaboration.

ABOUT CHUBB

Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.

Seniority Level

• Associate

Employment Type

• Full-time

Job Function

• Legal
• Insurance

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What does a typical day look like for the Portfolio, Program, and Project Analyst?

• Assisting with the development and administration of RDT&E contracts, including tasks such as the development of solicitation material, administration of source selection reviews, and assessing technical solutions.
• Monitoring project performance and reviewing deliverables to ensure technical, programmatic, and financial goals and objectives are met and identify possible program risks.
• Maintaining and monitoring program budgets to include gathering and reviewing monthly reporting information from project/program performers and developing budget execution plans.
• Organizing, directing, and coordinating planning and production of all activities associated with assigned task order projects.
• Providing support to Portfolio and Program Managers in their continued engagement with DHS S&T customers on the receipt, prioritization, and regular reporting of their operational capability gaps.
• Providing data collection and analyses of user requirements and of existing and emerging systems, capabilities, and technologies.
• Performing routine tasks including, but not limited to, scheduling, writing internal memos, maintaining and updating Program Management records, filing, intranet website maintenance, preparing and reviewing presentations, records maintenance, and coordinating daily operations of the assigned program.
• Assisting with planning technology transitions to the respective operational customer.
• Attending meetings, workshops, conferences, and program reviews at the direction of the program or project manager to provide a programmatic and technical review, record meeting minutes, and contribute to the program management dialogue with performers.
• Providing assistance in managing and responding to program-aligned S&T Executive Secretary data calls, compiling information, and preparing information for reporting to senior leadership.
• Supporting the identification, assessment, evaluation, and testing of existing and emerging technologies, systems, and capabilities, including coordination with related government, academic, and industry programs; attending meetings and symposia; coordinating meetings and program reviews, and supporting program advocacy including development and production of presentation materials.

What qualifications do you look for?

• Must Have An Active Secret Clearance.
• A Bachelor’s degree.
• 5 years of experience.
• Applicants selected must Possess a current Top Secret Security Clearance and be eligible to receive DHS Suitability.
• Demonstrated proficiency in providing program management and analytical support to programs and projects serving DHS Mission Areas such as Physical and Cyber Security, Border & Immigration Enforcement, and Infrastructure Protection.
• Experience monitoring project development performance and reviewing deliverables to ensure technical, programmatic, and financial goals and objectives are met and identify possible program risks.
• Excellent communication, collaboration, and presentation skills. Proven results-oriented problem-solving abilities. Experience with presentation graphics and/or spreadsheet tools.
• Experience providing guidance, feedback, and consulting services to federal program managers.
• Ability to work in a dynamic team-oriented environment, demonstrate teamwork and initiative, and function productively in the face of new assignments and the re-prioritization of existing assignments.
• Experience providing program and/or project management support on research and development contracts.
• Experience facilitating the resolution of customer requirements, including helping to identify and document capability gaps, formulate and develop technological solutions, and participate in and contribute to strategic discussions.
• Experience preparing and reviewing presentations, reports, project schedules, and weekly status inputs.
• Experience supporting the development and production of architectures, organizational charts, and operations plans and procedures, including program Standard Operating Procedures.
• Experience supporting DHS components and agencies either operationally or through project management.

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Director of Accounting and Corporate Controller

Portland, OR

About the Company

We are a renewable energy and ocean technology company committed to rapidly developing and deploying technologies that will ensure a sustainable future for Earth by unlocking the vast energy potential of its oceans. Our focus is on capturing civilizational levels of ultra-low-cost renewable energy for applications including computing and affordable renewable fuels delivered to shore.

The company is a public benefit corporation headquartered in Portland, Oregon and backed by leading venture capitalists, philanthropic investors, university endowments, and private investment offices. We operate as an idea meritocracy in which the best ideas change the company’s direction on a regular basis.

About the Job

As our Director of Accounting & Corporate Controller, you will lead financial operations during a critical growth phase as we scale from R&D to mass production and commercial deployment. You’ll build scalable systems and controls, establish reporting processes that support rapid decision-making, and provide financial insights that help leadership execute on ambitious goals. This is a hands‑on role ideal for a builder ready to architect and own our accounting infrastructure from the ground up.

Responsibilities

Financial Operations & Cash Management

• Lead day-to-day accounting operations, including AP/AR, GL, payroll, and tax, ensuring accuracy and efficiency.
• Develop and refine cash flow forecasting and runway management tools, giving leadership real financial visibility.

Cost Accounting & Manufacturing Finance

• Partner with engineering and manufacturing teams to implement robust inventory and cost accounting practices.
• Ensure accurate production cost tracking, BOM traceability, and system alignment as we scale to high-volume manufacturing.
• Ensure integrity of financial statements and compliance with GAAP and tax regulations.
• Deliver timely, audit-ready month‑end and year‑end closes.
• Lead external audit processes and maintain internal controls appropriate for a scaling hard tech company.

Systems & Process Development

• Implement and optimize ERP systems and integrate with PLM/MRP/MES/procurement tools.
• Ensure that accounting systems capture the data required to inform key business decisions.
• Design scalable accounting processes that support cross‑functional collaboration and operational agility.

Reporting & Analysis

• Partner with FP&A and executive leadership to inform forward‑looking forecasts with actual results.
• Build reporting packages for leadership, board meetings, and investors.
• Develop lightweight reforecasting and scenario planning tools to maintain up‑to‑date financial visibility.

Qualifications

Required

• 6+ years of progressive experience in accounting and financial reporting, including leading financial operations for $50M+ organizations.
• Deep expertise in GAAP, financial statement preparation, internal controls, and tax compliance.
• Experience with cost accounting, inventory accounting, and financial audits.
• Strong Excel and financial modeling skills – your models are both accurate and maintainable.
• Hands‑on experience implementing and managing ERP systems (NetSuite strongly preferred).
• Extraordinary attention to detail. You deeply understand the importance of accuracy and tightness in accounting and reporting.
• Excellent analytical and problem‑solving skills with the ability to translate financial data into strategic insights.
• Proven ability to design and implement accounting systems and processes that effectively scale with company growth.
• Strong communication and leadership skills to partner effectively with cross‑functional teams and senior leadership.

Preferred

• Prior experience building and scaling accounting functions in a high‑growth startup.
• Experience in manufacturing, hardware, clean technology, or other capital‑intensive industries.
• Familiarity with PLM, MRP, MES, and procurement systems.
• CPA or CMA certification.

Additional Requirements

• Work onsite from our Portland, OR headquarters.
• Flexibility to work longer hours or weekends when required during critical periods. Occasional periods of intensity are balanced by policies designed to make startup pace sustainable, including unlimited PTO, flexible working hours, and ability to work remotely as needed.

Compensation and Benefits

If hired for this full‑time role, you will receive:

• Cash compensation of $150,000 - $250,000, depending on experience
• Equity in the company. We’re all owners and if we’re successful, this equity should be far and away the most valuable component of your compensation.
• A benefits package that helps you take care of yourself and your family, including:
  • Flexible paid time off
  • Health insurance (the company pays 100% of gold level PPO plan for full‑time employees, their partners, and dependents)
  • Dental insurance (the company pays 100% for full‑time employees and 100% for their partners and dependents)
  • Vision insurance (the company pays 100% for full‑time employees, their partners, and dependents)
  • Disability insurance (the company pays 100% for a policy to provide long term financial support if you become disabled)
  • Ability to contribute to tax‑advantaged accounts, including 401(k), health FSA, and dependent care FSA
• Relocation assistance to facilitate your move to Portland (if needed).

Location

This is an on‑site position. Our offices are located in Portland, Oregon .

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