Executive Assistant, CFO & CEO

🏢 Summary: Executive Assistant role supporting a Program Management Office with meeting facilitation, executive coordination, administrative operations, and stakeholder communication in a federal technology environment. The position includes calendar and travel management, documentation support, task tracking, and coordination across PMO teams. Candidates need executive administrative experience and a bachelor's degree, with federal clearance preferred. 🗂️ Requirements: Bachelor's Degree, 5+ years of executive administrative or PMO support experience, Experience coordinating meetings and executive communications, Experience with administrative systems and documentation management, Ability to prepare reports, memoranda, and briefing materials, Experience supporting travel coordination and expense reconciliation, CBP BI Clearance preferred 📃 Skills: Concur, Documentation, Reporting, Scheduling, Travel, Administration, Communication, Coordination, Analysis 🏢 Description: We are seeking an experienced Executive Assistant to provide high-level administrative and operational support to a Program Management Office (PMO). The role will serve as a key facilitator for meetings, communications, and administrative processes, ensuring smooth coordination across stakeholders and enabling effective execution of PMO priorities. Key Responsibilities - Serve as facilitator for meetings and working sessions, including agenda setting, time management, and ensuring adherence to meeting objectives. - Track, document, and follow up on action items to ensure timely completion and closure. - Prepare and distribute meeting minutes, status updates, and stakeholder communications. - Support planning and execution of meetings with clear goals and actionable outcomes. - Act as the first point of contact for the supported manager, triaging requests and prioritizing communications. - Coordinate calendars, meetings, travel arrangements, and logistics using approved federal travel systems (e.g., CGE Concur). - Prepare agendas, briefing materials, and ensure leadership is fully prepared for meetings and travel. - Provide expense report support and reconciliation assistance. - Manage incoming calls, visitors, correspondence, and general administrative workflows. - Develop, implement, and maintain administrative systems, procedures, and documentation standards. - Draft memoranda, reports, and other official documents as required. - Perform quality control review of incoming documents, taskers, and correspondence prior to routing for approval. - Coordinate closely with other administrative assistants and PMO staff to ensure alignment of tasks and communications. - Support training coordination activities in partnership with training coordinators and leadership teams. - Assist with special projects including research, documentation, and basic analysis as needed. - Provide cross-training support for new Executive Assistant contractors when required. Required Qualifications - Bachelor's Degree required. - Minimum of five (5) or more years of experience in executive administrative or PMO support roles. Clearance - CBP BI Clearance preferred. The above statements are intended to describe the general nature and level of work being performed by the individual(s) assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required. Cybermedia Technologies management reserves the right to modify, add, or remove duties and to assign other duties as necessary. In addition, where applicable and available, reasonable accommodation(s) may be made to enable individuals with disabilities to perform essential functions of this position. Please note: Candidate(s) will be required to go through pre-employment screening. Benefits - Paid vacation & sick leave - Health insurance coverage - Career training - Performance bonus programs - 401K contribution & employer match - 11 Federal Holidays

🏢 Summary: The offer is for an experienced Executive Assistant to support multiple C-Suite executives in a fast-paced, growth-stage environment. The role focuses on managing complex calendars, coordinating travel and meetings, preparing materials, and serving as a trusted partner to ensure executives are aligned with strategic priorities. It requires strong judgment, discretion, and the ability to operate cross-functionally with senior leaders and external stakeholders. 🗂️ Requirements: Minimum 5 years of Executive Assistant experience in a fast-paced, growth-stage organization, Direct experience supporting C-Suite executives, Ability to manage complex calendars across multiple time zones, Experience coordinating executive travel, meetings, offsites, and board-related activities, Experience handling sensitive and confidential information with discretion, Strong organizational and multitasking skills, Ability to track action items, expenses, and commitments accurately, Comfort working in ambiguous and rapidly changing environments 📃 Skills: CalendarManagement, TravelCoordination, MeetingCoordination, ExpenseReporting, TimeManagement, Documentation, Communication, ProjectManagement 🏢 Description: PlayOn is looking for a highly organized, proactive, and trusted Executive Assistant to support several C-Suite executives. This role will steward executives’ time, priorities, and attention by ensuring they are well-prepared, well-positioned, and focused on the work that matters most. Partnering closely with the Executive Assistant to the CEO, this Executive Assistant will manage complex schedules, manage travel, coordinate communications, and anticipate needs, while operating cross-functionally with senior leaders and external stakeholders. The Outcomes You’ll Deliver - Executives whose time and attention are aligned to the company’s highest priorities - Clear, well-managed calendars, meetings, and communications that enable effective decision-making - Strong preparation and follow-through for internal and external meetings - Smooth coordination across the C-Suite, senior leaders, and key external partners - A trusted partnership built on anticipation, discretion, and sound judgment - A professional brand suited to the executive suite that you’re managing In this role, you can expect to - Own and manage complex calendars across multiple time zones - Protect and promote the executive brand internally and externally - Act as a steward of executive time and attention - Proactively prepare leaders for meetings, including agendas, background materials, talking points, and follow-ups - Coordinate events with internal and external stakeholders - Coordinate logistics for meetings, offsites, board-related activities, and travel - Serve as a key point of contact between executives, senior leaders, board members, and external stakeholders - Track action items, commitments, travel arrangements, and expense reports - Anticipate challenges, flag risks, and solve problems before they escalate - Handle sensitive and confidential information with discretion and professionalism - Support special projects and strategic initiatives as needed To thrive in this role, you have - Demonstrated experience displaying exceptional judgment, discretion, and emotional intelligence - Minimum 5 years’ experience providing Executive Assistant support in a fast-paced, growth-stage organization with direct experience supporting the C-Suite and interacting with other executives - Strong organizational skills and ability to manage competing priorities - Proactive approach and ability to anticipate needs - Comfort working in ambiguous situations - Excellent strategic communication skills - Ability to ask clarifying questions and protect executive focus - Passion for operating in an environment where priorities evolve - Service-oriented mindset while operating as a true business partner The Benefits We Offer - Multiple medical insurance plans to choose from - Dental, vision, life and disability insurance - Employee Emergency Fund - Company equity (stock options) - Open PTO policy - 401K plan with company match - Hybrid/flexible work environment Note: Must be a full-time employee to participate in the company’s employee health benefit plan. Part-time employees and interns are not eligible to participate.

🏢 Summary: Senior accounting advisory role supporting financial close, reporting, compliance, ERP implementations, and operational improvements for public and private companies, including PE-backed organizations. The position involves client delivery, team leadership, financial reporting support, and leveraging AI and automation to optimize accounting processes. Hybrid work with up to 40% domestic travel is required. 🗂️ Requirements: 8+ years of advisory and controllership experience, 2+ years of hands-on controllership experience, Experience with PE-backed portfolio companies or middle-market organizations, Bachelor’s degree in Accounting, Finance, or related field, Experience with ERP systems and financial tools, Ability to leverage AI and automation in accounting processes, Experience leading teams and mentoring junior staff, Willingness to travel domestically up to 40%, Ability to work in a hybrid office environment 📃 Skills: NetSuite, Sage, Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, Accounting, Finance, ERP, AI, Automation 🏢 Description: By joining the rapidly growing Accounting Advisory practice, you will serve as a trusted partner to clients across a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. The work spans both public and private companies, with significant exposure to Private Equity-backed portfolio companies. As an Associate Director, you will be responsible for client delivery, leading teams and developing junior team members, and contributing to business development initiatives. Quick Facts - Hybrid work environment - Domestic travel up to 40% - Compensation range: $124,500 - $260,000 per year plus annual bonus and benefits What You'll Do General Accounting Close Support - Aid clients in developing a streamlined monthly close process - Assist with cash-to-accrual conversions and the creation of supporting schedules - Validate the existence of assets and prepare associated roll forwards - Prepare balance sheet reconciliations including intercompany, inventory, cash, and prepaids - Support accounting compliance activities including tax forms, sales tax exemptions, and 1099s - Contribute to preparation of financial statements and development of internal controls and policies - Help prepare budgets or forecasts and develop reports for management or regulatory bodies - Guide implementation of cloud-based finance and accounting systems - Manage preparation of journal entries, invoices, and account reconciliations during closings - Guide companies through external audit processes Financial Reporting Support - Support SEC filings including 10-K, 10-Q, and 8-K filings - Improve financial planning and analysis including budgeting, forecasting, and data analysis - Review monthly internal financial reporting packs - Review monthly regulatory reporting Operations Support - Liaise with business units outside accounting to integrate operations - Advise clients on leveraging AI and automation tools to streamline close processes and improve forecasting - Partner with IT teams to integrate financial systems during acquisitions What You'll Bring - 8+ years of experience spanning advisory and controllership roles for commercial or PE-backed portfolio companies - 2+ years of hands-on controllership experience in emerging growth middle-market organizations or PE-backed portfolio companies - Experience with ERP systems and tools such as NetSuite, Sage, MS Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, and Python - Ability to leverage AI and automation to optimize accounting processes and reporting accuracy - Proven ability to build strong client relationships - Experience mentoring and leading teams Qualifications - Bachelor’s degree in Accounting, Finance, or related field - CPA or CA certification preferred Benefits Summary - Medical, dental, and vision coverage - Flexible spending accounts - 401(k) with company matching - Generous parental and maternity leave policies - Technology stipends - Wellness reimbursement programs

🏢 Summary: Senior accounting advisory role focused on controllership, financial reporting, ERP systems, and operational finance support for public and private companies, including PE-backed organizations. The position combines client delivery, team leadership, process optimization, and technology-enabled transformation with exposure to SEC reporting, audits, and AI-driven automation. 🗂️ Requirements: 8+ years in advisory and controllership roles, 2+ years of hands-on controllership experience, Experience with PE-backed or middle-market organizations, Bachelor’s degree in Accounting, Finance, or related field, Experience with ERP systems and financial tools, Ability to leverage AI and automation in accounting processes, Experience with SEC reporting and financial compliance, Willingness to travel up to 40% domestically, Ability to work in a hybrid office environment 📃 Skills: NetSuite, Sage, Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, ERP, AI, Accounting, Finance, Forecasting, Reporting, Auditing 🏢 Description: By joining the rapidly growing Accounting Advisory practice, you will serve as a trusted partner to clients across a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. The work spans both public and private companies, with significant exposure to Private Equity–backed portfolio companies. As an Associate Director, you will be responsible for a mix of client delivery, leading teams and developing junior team members, and contributing to business development initiatives. Quick Facts - Hybrid work environment - Domestic travel up to 40% - Compensation range: $124,500 - $260,000 per year plus annual bonus and benefits What You'll Do General Accounting Close Support - Aid clients in developing a streamlined monthly close process - Assist with cash-to-accrual conversions and the creation of supporting schedules - Validate the existence of assets and prepare associated roll forwards - Prepare balance sheet reconciliations including intercompany, inventory, cash, and prepaids - Support accounting compliance activities including tax forms, sales tax exemptions, and 1099s - Contribute to financial statement preparation and development of internal controls and policies - Help prepare budgets, forecasts, and management or regulatory reports - Guide implementation of cloud-based finance and accounting systems - Manage preparation of journal entries, invoices, and account reconciliations during closings - Guide companies through external audit processes Financial Reporting Support - Support SEC filing processes including 10-K, 10-Q, and 8-K filings - Improve financial planning and analysis through budgeting, forecasting, and data analysis - Review monthly internal financial reporting packages - Review monthly regulatory reporting Operations Support - Liaise with business units outside of accounting to integrate operations - Advise clients on AI and automation tools to streamline close processes and improve forecasting - Partner with IT teams to integrate financial systems during acquisitions What You'll Bring - 8+ years of experience spanning advisory and controllership roles for commercial or PE-backed portfolio companies - 2+ years of hands-on controllership experience in emerging growth middle-market organizations or PE-backed portfolio companies - Experience in professional services including public accounting, advisory, or management consulting - Hands-on experience or significant exposure to ERP systems and tools including NetSuite, Sage, MS Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, and Python - Ability to leverage AI and automation to optimize accounting processes and reporting accuracy - Proven ability to build strong client relationships - Demonstrated success mentoring and leading teams Qualifications - Bachelor’s degree in Accounting, Finance, or related field - CPA or CA certification preferred Benefits Summary - Medical, dental, and vision coverage - Flexible spending accounts - 401(k) with company matching - Generous parental and maternity leave policies - Technology stipends - Wellness reimbursement programs

🏢 Summary: This role combines financial operations, investor reporting, go-to-market strategy, and talent scaling within a high-growth SaaS environment. The position owns core finance processes, prepares board materials, supports B2B/AI growth strategy, and leads full-cycle technical recruiting and event planning. It requires hands-on experience building systems across finance, operations, and talent in technology companies. 🗂️ Requirements: Bachelor’s degree in Economics or related field, 2 years of experience in the job offered or related role (e.g., Senior Associate/Analyst), At least 1 year of experience preparing board presentations and investor materials with metrics reporting, At least 1 year of experience building and evolving financial operations, At least 1 year of experience developing go-to-market strategy for B2B or AI-driven products, At least 1 year of experience conducting voice of customer research and market demand analysis, At least 1 year of experience building and scaling organizational systems or functions (talent, finance, operations), At least 1 year of experience conducting interviews with technical and non-technical stakeholders 📃 Skills: FinancialOperations, SaaS, MetricsReporting, GoToMarket, B2B, AI, MarketResearch, VoiceOfCustomer, RegulatoryCompliance, TechnicalRecruiting, AccountsReceivable, AccountsPayable, SalesEnablement 🏢 Description: Duties: Own and operate core financial functions within the business (e.g., accounts receivable, accounts payable, department expense management) Prepare quarterly board presentations and investor materials, reporting on SaaS metrics and company-wide focus areas Create sales collateral and strategy materials that can be leveraged for sales enablement efforts Lead end-to-end planning and execution of offsites and team events Partner with legal to manage regulatory compliance programs Scale the talent function from ad hoc hiring to a structured, systems-driven recruiting engine Lead full-cycle technical recruiting (outbound, inbound, agency coordination) Lead planning of events with other tech startups in NYC to attract top talent into the business Role Requirements: Education Required: Bachelor or foreign equivalent in Economics or related fields Experience Required: 2 years' experience in job offered or related occupations (e.g. Senior Associate/Analyst) Special Requirements: Must have at least 1 year of prior work experience in each of the following: Preparing board presentations and/or investor materials, reporting on metrics and focus areas Helping build and evolve financial operations across areas of the business Developing go-to-market strategy for B2B technology or AI-driven products Conducting voice of customer research and market demand analysis to inform growth strategy for technology companies Building and scaling systems or functions for an organization (e.g., talent, finance, operations) Conducting interviews across stakeholder groups of technical and non-technical backgrounds Work Site: 36 W 25th Street, Floor 16, New York, NY 10010 Compensation: $140k-$160k Salary Benefits Top of the line health, dental and vision insurance, with 100% premium covered 401k matching Free lunch in office Monthly team dinner (we have a lot of foodies) for each office Commuter benefits

🏢 Summary: Executive Sales Operations leadership role partnering with the Chief Commercial Officer to drive commercial strategy, forecasting, CRM optimization, and analytics across a high-growth healthcare data business. Owns sales systems, compensation design, forecasting models, and performance reporting while leading a Sales Operations team. Responsible for ensuring operational rigor, technology enablement, and data-driven insights that accelerate revenue growth. 🗂️ Requirements: 10+ years Sales Operations or Strategy experience, 3+ years in senior leadership role, Expertise in Salesforce administration and optimization, Advanced SQL and/or Python proficiency, Experience with BI tools (Tableau, Power BI, or QuickSight), Experience designing sales compensation programs, Familiarity with pharma commercial analytics and RWD/E, Bachelor's degree 📃 Skills: Salesforce, SQL, Python, Tableau, PowerBI, QuickSight, CPQ, CLM, ABM, CRM, Analytics, Forecasting, Compensation 🏢 Description: The Opportunity As Vice President, Sales Operations, you will be a key strategic partner to the Chief Commercial Officer and a driving force behind commercial growth. This role sits at the intersection of strategy, operations and execution, owning the systems, processes and insights that enable the sales organization to perform at its best across commercial and RWD/E business. You will serve as a trusted right hand to the CCO and lead a high-performing Sales Operations team. What You'll Do Chief of Staff to the CCO - Serve as a strategic partner and operational extension of the CCO, helping to drive commercial priorities, prepare for key leadership meetings, and ensure cross-functional follow-through on commercial initiatives - Translate CCO vision into structured plans, track progress against commercial goals, and surface risks and opportunities proactively - Represent the CCO in cross-functional forums as needed and manage key commercial communications Sales Operations - Define and lead the commercial rhythm of business, including forecasting, pipeline management, quota setting, territory planning, renewal strategies, and annual planning - Continuously evolve forecasting methodologies, managing multiple concurrent forecast models including pipeline yield, sales leader call and bottoms-up build - Own and evolve the CRM and broader sales technology stack, driving adoption, automation, and continuous improvement - Identify and implement new technologies and process optimizations to improve sales velocity, efficiency, and win rates - Build, maintain, and automate sales metric pipelines and dashboards, serving as the technical SME on sales analytics - Lead the design and execution of business analytics and reporting cadences - Drive sales enablement initiatives and ensure effective tools, training, and processes - Design and execute sales compensation programs, including quota design and commission calculations - Partner with Finance and Marketing on revenue performance and growth initiatives - Support RFP prioritization decisions and cross-functional coordination across sales, product, legal and subject matter experts - Ensure day-to-day sales operations business continuity across analytics and technologies - Lead, coach, and develop a high-performing Sales Operations team What You'll Bring Required skills and experience - 10+ years of progressive experience in Sales Operations, Strategy, or related field, with at least 3 years in a senior leadership role - Proven ability to serve as a strategic partner to senior commercial leaders - Familiarity with pharma commercial analytics, RWD/E, and life sciences buying cycles - Deep expertise in Salesforce administration and optimization, including integrations, workflows, and process automation - Advanced proficiency in SQL and/or Python for data transformation and metric automation - Expertise in BI tools such as Tableau, Power BI, or QuickSight - Experience designing and managing sales compensation programs, including quota setting and commission calculations - Proven people leadership skills - Ability to navigate ambiguity in a fast-paced, high-growth environment - Bachelor's degree required Desired skills and experience - Advanced degree (MBA or related field) - Experience with CPQ, CLM, or ABM platforms - Salesforce Admin certification Compensation Base salary commensurate with experience: $240,000 - $275,000 plus annual bonus opportunity. Hiring Locations Main office located in Center City, Philadelphia with hybrid model requiring three in-office days per week for local employees. Remote work supported in designated hub locations and approved states, with periodic in-person collaboration requirements. Benefits & Perks - Competitive base salary and annual bonus opportunity - Health, dental, and vision coverage starting on day 1 - 401(k) plan and equity program (equity grants beginning at Director level and above) - Flexible location model with hybrid collaboration - Generous PTO targeted at 4 weeks per year plus paid parental leave - 12 weeks paid parental leave for childbearing, surrogacy, and adoption; 6 weeks for non-childbearing parents - Comprehensive onboarding with mentorship and resources - Professional development support including annual budget

🏢 Summary: Accounting advisory role supporting financial reporting, operational accounting, finance transformation, and ERP optimization for public and private clients, including PE-backed companies. The position involves leading accounting close processes, advising on AI and automation initiatives, supporting SEC reporting, and mentoring project teams. Candidates should have strong technical accounting expertise, experience with ERP and reporting tools, and a background in advisory or professional services. 🗂️ Requirements: 5+ years in advisory, technical accounting, or controllership, Professional services experience, Strong technical and operational accounting knowledge, Experience with financial reporting and accounting process improvements, Experience with ERP systems and reporting tools, Ability to support finance transformation initiatives, Experience with AI and automation in accounting processes, Bachelor's degree in Accounting, Finance, or related field, Ability to travel domestically up to 30%, Ability to work in a hybrid office environment 📃 Skills: Accounting, Finance, ERP, NetSuite, Sage, Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, AI, Automation, SEC, Forecasting, Reporting 🏢 Description: By joining the rapidly growing Accounting Advisory practice, you will serve as a trusted partner to clients across a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. The work spans both public and private companies, with significant exposure to Private Equity-backed portfolio companies. You will bring first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. Quick Facts What You'll Do: General Accounting & Close Support - Lead clients in developing streamlined monthly close processes. - Manage cash-to-accrual conversions and supporting schedules. - Oversee balance sheet reconciliations, account analyses, and roll forwards. - Support accounting compliance activities, including tax reporting, sales tax exemptions, 1099 reporting, and preparation of financial statements. - Assist clients in developing internal controls, accounting policies, and process documentation. - Support budgeting, forecasting, and management reporting initiatives. - Guide the implementation and optimization of cloud-based finance and accounting systems. - Oversee the preparation and review of journal entries, reconciliations, and period-end close activities. - Guide clients through efficient external audit processes. Financial Reporting - Support SEC reporting, including the design of reporting processes, restatement assistance, and preparation of Forms 10-K, 10-Q, and 8-K. - Improve financial planning and analysis through budgeting, forecasting, and data analytics. - Review monthly internal financial reporting packages. - Support regulatory reporting requirements. Operational Accounting & Transformation - Partner with business units outside of accounting to improve financial operations. - Advise clients on leveraging AI and automation to streamline close processes, improve forecasting, and enhance data-driven decision making. - Collaborate with IT and finance teams on ERP implementations, finance transformation initiatives, and financial system integrations during acquisitions. - Support implementation of new accounting standards and accounting policies. Client & Project Leadership - Communicate effectively with clients regarding project findings, recommendations, and status updates. - Collaborate with client teams to identify business issues and develop practical solutions. - Oversee project administration, including project planning, budgeting, account management, and billing. - Mentor team members through coaching, regular feedback, performance evaluations, and development opportunities. - Help project teams resolve complex accounting and operational issues. - Contribute to developing and implementing firm-approved, AI-enabled solutions for clients in accordance with company policies on data protection, intellectual property, and professional standards. - Stay informed about emerging AI tools and collaborate with leadership to identify compliant opportunities to enhance client solutions and internal processes. What You'll Bring: - 5+ years of experience spanning advisory, technical accounting, and/or controllership functions with commercial organizations or PE-backed portfolio companies. - Prior experience in professional services. - Experience supporting middle-market and emerging growth organizations, with exposure to Software/SaaS, Healthcare, or other B2B industries preferred. - Strong operational and technical accounting background, including experience researching complex accounting issues and implementing accounting policies. - Experience supporting financial reporting, operational accounting, finance transformation, and accounting process improvements. - Experience with transaction-related accounting activities, including mergers and acquisitions, carve-outs, divestitures, or IPO readiness is preferred. - Hands-on experience or significant exposure to ERP systems and reporting tools such as NetSuite, Sage Intacct, Microsoft Dynamics, QuickBooks, Workiva, DFIN, Tableau, Power BI, Alteryx, Snowflake, SQL, or Python. - Demonstrated ability to leverage AI and automation tools to improve accounting processes, reporting accuracy, and operational efficiency. - Strong client relationship management and communication skills. - Experience mentoring and developing junior team members. - Professionalism and discretion when interacting with executives and clients. - Comfort with AI and willingness to adopt approved AI tools. - Continuous learning mindset with openness to emerging technologies. Qualifications: - Bachelor's degree (or higher) in Accounting, Finance, or a related field. - CPA or CA certification preferred. - Experience supporting transactions related to mergers and acquisitions, divestitures, carve-outs, spin-offs, or IPOs is preferred but not required. Travel: - Willingness to travel domestically up to 30%. - Ability to participate in a hybrid office environment. Compensation and Benefits - Estimated compensation range: $98,000 - $206,000 per year plus annual bonus and additional benefits. - Comprehensive healthcare options including medical, dental, and vision coverage. - Flexible spending accounts. - 401(k) with company matching. - Generous parental and maternity leave policies. - Technology stipends and wellness reimbursement programs.

🏢 Summary: Accounting Advisory role focused on financial reporting, operational accounting, finance transformation, and client leadership for public and private organizations, including PE-backed companies. The position involves managing close processes, SEC reporting, ERP implementations, AI-enabled accounting improvements, and mentoring teams in a hybrid environment with up to 30% travel. 🗂️ Requirements: 5+ years in advisory, technical accounting, or controllership, Experience in professional services, public accounting, advisory, or consulting, Strong technical and operational accounting expertise, Experience with financial reporting and accounting process improvements, Hands-on experience with ERP systems and reporting tools, Ability to leverage AI and automation tools in accounting processes, Bachelor’s degree in Accounting, Finance, or related field, Willingness to travel domestically up to 30%, Ability to work in a hybrid office environment 📃 Skills: Accounting, ERP, NetSuite, Intacct, Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, AI, Automation, SEC, 10-K, 10-Q, 8-K 🏢 Description: By joining the rapidly growing Accounting Advisory practice, you will serve as a trusted partner to clients across a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. The work spans both public and private companies, with significant exposure to Private Equity-backed portfolio companies. You will bring first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today’s challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites contribution beyond client delivery. Quick Facts General Accounting & Close Support - Lead clients in developing streamlined monthly close processes. - Manage cash-to-accrual conversions and supporting schedules. - Oversee balance sheet reconciliations, account analyses, and roll forwards. - Support accounting compliance activities, including tax reporting, sales tax exemptions, 1099 reporting, and preparation of financial statements. - Assist clients in developing internal controls, accounting policies, and process documentation. - Support budgeting, forecasting, and management reporting initiatives. - Guide the implementation and optimization of cloud-based finance and accounting systems. - Oversee the preparation and review of journal entries, reconciliations, and period-end close activities. - Guide clients through efficient external audit processes. Financial Reporting - Support SEC reporting, including the design of reporting processes, restatement assistance, and preparation of Forms 10-K, 10-Q, and 8-K. - Improve financial planning and analysis through budgeting, forecasting, and data analytics. - Review monthly internal financial reporting packages. - Support regulatory reporting requirements. Operational Accounting & Transformation - Partner with business units outside of accounting to improve financial operations. - Advise clients on leveraging AI and automation to streamline close processes, improve forecasting, and enhance data-driven decision making. - Collaborate with IT and finance teams on ERP implementations, finance transformation initiatives, and financial system integrations during acquisitions. - Support implementation of new accounting standards and accounting policies. Client & Project Leadership - Communicate effectively with clients regarding project findings, recommendations, and status updates. - Collaborate with teams to identify business issues and develop practical solutions. - Oversee project administration, including project planning, budgeting, account management, and billing. - Mentor team members through coaching, regular feedback, performance evaluations, and development opportunities. - Help project teams resolve complex accounting and operational issues. - Contribute to developing and implementing AI-enabled solutions for clients in accordance with company policies on data protection, intellectual property, and professional standards. - Stay informed about emerging AI tools and collaborate with leadership to identify compliant opportunities to enhance client solutions and internal processes. What You'll Bring - 5+ years of experience spanning advisory, technical accounting, and/or controllership functions with commercial organizations or PE-backed portfolio companies. - Prior experience in professional services, public accounting, advisory, or management consulting. - Experience supporting middle-market and emerging growth organizations, with exposure to Software/SaaS, Healthcare, or other B2B industries preferred. - Strong operational and technical accounting background, including experience researching complex accounting issues and implementing accounting policies. - Experience supporting financial reporting, operational accounting, finance transformation, and accounting process improvements. - Experience with transaction-related accounting activities, including mergers and acquisitions, carve-outs, divestitures, or IPO readiness preferred. - Hands-on experience or significant exposure to ERP systems and reporting tools such as NetSuite, Sage Intacct, Microsoft Dynamics, QuickBooks, Workiva, DFIN, Tableau, Power BI, Alteryx, Snowflake, SQL, or Python. - Demonstrated ability to leverage AI and automation tools to improve accounting processes, reporting accuracy, and operational efficiency. - Strong client relationship management and communication skills. - Experience mentoring and developing junior team members. - Professionalism and discretion when interacting with executives and clients. - Demonstrated ability to responsibly explore and adopt approved AI tools to enhance productivity and innovation. - Openness to learning and applying emerging technologies, including AI and automation. Qualifications - Bachelor’s degree (or higher) in Accounting, Finance, or a related field. - CPA or CA certification preferred. - Experience supporting transactions related to mergers and acquisitions, divestitures, carve-outs, spin-offs, or IPOs preferred but not required. Travel - Willingness to travel domestically up to 30%. - Ability to participate in a hybrid office environment. Compensation and Benefits - Estimated compensation range: $98,000 - $206,000 per year plus annual bonus and additional benefits. - Comprehensive healthcare coverage including medical, dental, and vision. - Flexible spending accounts. - 401(k) with company matching. - Generous parental and maternity leave policies. - Technology stipends and wellness reimbursement programs.

🏢 Summary: Entry-level, full-time in-office Sourcing Assistant role supporting purchasing, vendor coordination, and administrative operations within a fast-paced HVAC and plumbing environment. The position focuses on processing purchase orders, tracking materials, communicating with vendors and internal teams, and maintaining accurate records using company software systems. Ideal for detail-oriented, tech-savvy candidates with strong computer proficiency and organizational skills. 🗂️ Requirements: Minimum 18 years old, Strong computer skills, Proficiency in Microsoft Outlook, Proficiency in Microsoft Excel, Proficiency in Microsoft Word, Ability to learn and use new software systems, Ability to manage multiple tasks simultaneously, Strong organizational skills, Excellent attention to detail, Strong verbal and written communication skills, Ability to work full-time in-office, Ability to work in a fast-paced environment 📃 Skills: Outlook, Excel, Word, ERP, Inventory, Scheduling, Accounting, DataEntry, Dispatching 🏢 Description: Sourcing Assistant Compensation: $20–$25 per hour (based on experience) What We Offer - Competitive pay with a top-performing mechanical contractor - Stable, long-term career opportunity - Ongoing training and development - Career advancement opportunities - Supportive and collaborative team environment - Promote-from-within culture - Growing company with strong leadership and vision Benefits - Medical Insurance - Dental Insurance - Vision Insurance - Retirement Savings Plan with Company Match - Paid Time Off - Paid Holidays - Life Insurance - Ongoing Training & Professional Development Position Overview We are seeking a detail-oriented and dependable Sourcing Assistant to join our growing Purchasing Department. This entry-level position supports purchasing activities, vendor communication, material coordination, and office operations. The Sourcing Assistant helps ensure that materials, information, and communication flow efficiently between vendors, field teams, and internal departments. This role is ideal for someone who enjoys organization, problem-solving, working with technology, and supporting a fast-paced operation. Success in this position requires strong computer skills, attention to detail, excellent communication, and the ability to manage multiple priorities throughout the day. No previous purchasing experience is required. We are willing to train the right individual who demonstrates a strong work ethic, positive attitude, and willingness to learn. This is a full-time, in-office position. Remote or hybrid work is not available. Key Responsibilities Purchasing & Vendor Support - Assist with creating and processing purchase orders - Communicate with vendors regarding order status, delivery schedules, and material availability - Track material deliveries and provide updates to internal teams - Assist with coordinating deliveries to support field operations - Maintain accurate purchasing records and documentation - Help process material returns and vendor requests - Follow up on purchase orders and delivery confirmations - Enter and update information within company software systems - Support the purchasing team with administrative and coordination tasks - Assist with special projects and departmental initiatives as assigned Administrative & Operations Support - Answer and direct incoming phone calls - Assist with customer and technician communication - Support dispatching and scheduling efforts as needed - Prepare and distribute work orders and related documentation - Assist with invoice processing and administrative tasks - Maintain organized electronic and physical records - Support communication between departments - Assist with office projects and process improvements - Provide general administrative support to office staff What We're Looking For Required Skills & Qualifications - Strong computer skills and ability to quickly learn new software systems - Ability to effectively manage multiple incoming calls, material requests, and administrative tasks while maintaining accuracy, professionalism, and attention to detail - Proficiency with Microsoft Outlook, Excel, and Word - Comfortable working with multiple software programs and digital platforms throughout the day - Strong organizational and time-management skills - Excellent attention to detail and accuracy - Strong verbal and written communication skills - Ability to prioritize tasks and manage multiple responsibilities simultaneously - Strong customer service and problem-solving skills - Ability to work effectively in a fast-paced office environment - Ability to work independently and as part of a team - Dependable, professional, and self-motivated - Positive attitude and willingness to learn - Minimum age of 18 years old Preferred Qualifications - Previous experience in customer service, administrative support, office coordination, dispatching, data entry, or a related role - Experience working with ERP, purchasing, inventory, scheduling, or accounting software - Experience in the construction, HVAC, plumbing, or service industry is a plus Previous purchasing experience is not required. We are willing to train motivated individuals who demonstrate strong computer proficiency, attention to detail, communication skills, and a desire to learn.

🏢 Summary: Full-time Legal Executive Assistant role supporting the Chief Estate Accountant and Estate Administration team within a Private Wealth practice serving ultra-high-net-worth clients. The position focuses on estate and fiduciary administration, tax return preparation support, document management, billing, and executive-level coordination. This hybrid role requires strong experience in estate planning operations, tax documentation, and advanced Microsoft Office proficiency. 🗂️ Requirements: Minimum 5 years of executive support experience, Experience in professional services, accounting, or estate planning, Working knowledge of estate and trust taxation concepts, Familiarity with Forms 706, 1041, and 709, Experience supporting C-suite or senior professionals, Experience working with high-net-worth clients, Advanced proficiency in Microsoft Office Suite, Ability to manage confidential information, Strong organizational and deadline management skills 📃 Skills: Microsoft, Outlook, Word, Excel, PowerPoint, Form706, Form1041, Form709, E-Verify, AI 🏢 Description: The Opportunity We're looking for an experienced Legal Executive Assistant to provide exceptional support to our Chief Estate Accountant and the Estate Administration team in our Private Wealth practice. This role is central to ensuring seamless operations and outstanding client service within the practice, which services Ultra High Net Worth individuals and families. What You'll Do: Prepare and revise estate planning documents with precision and attention to detail Manage complex calendars, schedule appointments, and coordinate travel arrangements Oversee all aspects of new client intake and implementation Maintain document retention systems, including vault documents and digital filing Handle billing processes and client distributions Support time tracking Build and maintain strong relationships with clients, demonstrating professionalism and discretion Manage communications with internal and external stakeholders Estate & Fiduciary Administration Support: Assist with the preparation and organization of estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and gift tax returns (Form 709) Maintain detailed filing systems for estate and trust documentation, ensuring compliance with retention requirements Track critical deadlines for tax filings, court accountings, and fiduciary reporting obligations Coordinate the collection and organization of financial data, asset valuations, and supporting documentation from clients and third parties Other ad-hoc work as required What We're Looking For: Minimum 5 years of executive support experience, preferably in professional services, accounting, or estate planning Working knowledge of estate and trust taxation concepts; familiarity with Forms 706, 1041, and 709 highly desirable Experience working with high-net-worth clientele Comfort with AI tools and emerging technology, with a willingness to adopt firm-approved platforms that enhance productivity, document drafting, and workflow efficiency Experience supporting C-suite executives or senior professionals in client-facing environments Exceptional organizational skills with proven ability to manage multiple priorities and deadlines Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) Outstanding written and verbal communication skills Absolute discretion and ability to handle highly confidential information Benefits: Full-time employees are eligible for enrollment in Medical, Dental, and Vision insurance plans, as well as a 401(k)-retirement program. Sterlington uses E-Verify to confirm employees' work authorization.