Accounting, Finance, Taxation and Audit

Since 1974, we have been developing strong ties with clients both large and small. Let us put those relationships to work for you.

Open Accounting, Finance, Taxation and Audit Positions Include:

• Job Details
  Job Description
• Real Estate Tax Manager

  Garden City, NY

  Salary / Hourly Rate
  $150,000

  Job Type
  Direct

  Applyopens in a new window

  Tax Manager - Real Estate Focus - Top Regional CPA Firm

  Top Regional CPA firm in Long Island seeks Tax Manager for a variety of highly regarded real estate and construction clients. Excellent culture and benefits offered.

  Requirements Include:

  • Solid experience with sophisticated real estate clientele and tax review
  • Familiarity with Target Capital Allocations, Special Allocations, 704(c), 704(b), 1031 Structuring, Waterfalls/IRR & Multi-State/Composite/Withholding
  • Strong leadership skills and experience managing staff
  • CPA
  • Bachelor's Degree in Accounting at minimum
• Scheduler - Tax Department

  New York, NY

  Salary / Hourly Rate
  $80,000

  Job Type
  Direct

  Applyopens in a new window

  Top Public Accounting firm seeks experienced Scheduler for their Tax Department in Manhattan. Excellent culture and benefits offered.

  Requirements Include:

  • 2+ Years of experience as a Scheduler gained in a public accounting setting
  • Bachelor’s Degree or Equivalent
• Audit Manager – Healthcare

  Harrison, NY

  Salary / Hourly Rate
  $130,000

  Job Type
  Direct

  Applyopens in a new window

  Top-notch CPA firm seeks Audit Manager to join their growing Westchester County Healthcare Audit team. Excellent benefits package, opportunity for growth and training program offered. Responsibilities include the oversight of multiple healthcare industry client engagements, process improvement, risk management, management of staff and travel via personal car to clients in NYC, the 5 boroughs and Westchester County.

  Requirements Include:

  • Active CPA license

  • Bachelor’s Degree in Accounting

  • A minimum of 5 years of relevant healthcare industry, financial reporting, US GAAP, GAAS and PCAOB compliance experience gained in a public accounting setting
• Audit Senior - Westchester

  New York, NY

  Salary / Hourly Rate
  $125,000

  Job Type
  Direct

  Applyopens in a new window

  Top ranking, national CPA firm seeks Audit Senior for their White Plains offices. Benefits include sought after clients in various industries, a competitive benefits package, excellent culture and opportunities for career advancement.Responsibilities Include:

  • Performance of audits and a broad scope of accounting tasks
  • Preparation of financial statements, tax closings, compilations and reviews
  • Client facing
  • Supervision of staff
  • Communication with Manager/Director

  Requirements Include:

  • Bachelor's Degree in Accounting
  • CPA or Current Parts Passed
  • A minimum of 3 years of relevant and current experience gained with a CPA firm
  • Excellent communication and interpersonal skills
  • Strong systems skills and proficiency with MS Office
• Audit Senior

  New York, NY

  Salary / Hourly Rate
  $85,000

  Job Type
  Direct

  Applyopens in a new window

  High-ranking, national CPA Firm seeks Audit Senior for their Manhattan offices. As part of this growing audit team you’ll have an opportunity to work with a wide variety of high-net-worth clientele in the real estate and not-for-profit sectors.

  Responsibilities Include:

  • Client Facing
  • Assisting Manager and Partner with Audit Planning
  • Engagement and Representation Letter Prep
  • Analytical Report Development

  Requirements Include:

  • 3+ Years of Audit Experience Gained with a CPA Firm
  • CPA or Parts Passed
  • Bachelor's Degree in Accounting
• Senior Accountant

  Manhattan, NY

  Salary / Hourly Rate
  $85,000

  Job Type
  Direct

  Applyopens in a new window

  Senior Accountant – to $85,000

  Position Summary:

  Top manufacturer of consumer electronics manufacturing and distribution. The Senior Accountant, reporting to the Controller, will apply professional financial concepts and techniques dedicated to preparing, analyzing, consolidating, and reviewing accounting processes and procedures.

  Responsibilities:

  • Prepare and review general monthly journal entries.
  • Prepare monthly balance sheet reconciliations.
  • Oversee the preparation of GAAP financial statements, supporting schedules and variance analysis.
  • Assist in preparation of monthly management and bank reporting packages and related analysis.
  • Manage and record all daily revenue activities including revenue
  • Prepare for and coordinate with external auditors in connection with company’s annual audit.
  • Develop accounting systems and internal control processes to enhance the company’s financial reporting and internal control environment.
  • Special projects as directed by Controller.

  Qualifications:

  • A Bachelors degree in Accounting, CPA a plus..
  • MUST have strong knowledge of PeopleSoft
  • Strong knowledge of Excel and Access is required.
  • 4+ yrs experience in Public/Private Accounting experience preferred.
  • Strong written and oral communications.
  • Ability to excel in a team environment and work independently.

  Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, lap tops, phones, mobile devices, photocopiers, filing cabinets and fax machines.
• Assistant Director of Finance

  New york, NY

  Salary / Hourly Rate
  $80,000

  Job Type
  Direct

  Applyopens in a new window

  Assistant Director of Finance – to $85,000

  Position Summary:

  The Assistant Director of Finance is responsible for assisting the Director of Finance in the hands-on management of the accounting, budget, payroll, and accounts payable functions, as well as planning and forecasting. This is a highly rated, mid-size organization. It is financially stable and well-managed and 100% privately funded. This is an exciting opportunity for a high-performing manager, who is ready to take the next step.

  The Assistant Director of Finance reports to the Director of Finance.

  Specific Responsibilities Include:

  Assist the Director of Finance in all aspects of the finance and accounting function within the organization including:

  • Preparing and analyzing of financial statements, budgets and internal audit projects for senior management, Board members and external auditors
  • Executing financial transactions and ensuring that they are properly summarized, approved, coded and recorded in accordance with generally accepted accounting principles.
  • Managing accounts payable, maintenance of general ledger, tracking of cash receipts and receivables, preparation of payroll
  • Implementing and maintenance of internal control systems, including fiscal policies and procedures, to comply with GAAP and applicable federal, state, and local regulatory requirements.
  • Accurate analysis and reporting of financial data including monthly reports for use in expense control, forecasting, reporting, and preparing quarterly projections.
  • Managing the annual audit process, liaising with external auditors and internal teams.
  • Monitoring and tracking the organization’s investment and retirement portfolios.
  • Ensuring appropriate management of all revenue received, liaising closely with the Development Department.
  • Ensure maintenance of accurate financial records, including all financial/accounting systems.
  • Developing effective relationships with Executive Staff and respective departments to ensure timely management of all business and program activities.
  • Mentoring Finance Assistant

  Skills, Experience, and Competencies:

  • Bachelor of Science in Accounting or Finance with in-depth understanding of GAAP. Related advanced degree or CPA a plus.
  • Minimum 3 - 5 years of experience in supporting the finance and accounting function at a nonprofit is required.
  • Direct “hands-on” experience in financial management and accounting including reporting, budgeting, and basic auditing.
  • Knowledge of financial management in non-profit organizations including requirements for Form 990, NYS Form CHAR 550, CT-13, and 5500.
  • Excellent written and oral communication skills together with excellent interpersonal skills. Ability to build effective internal and external relationships and communicate effectively at all levels of the organization.
  • Detail-oriented and the agility to juggle multiple projects and competing deadlines.
  • Strong analytical and problem-solving skills with the ability to exercise sound judgment.
  • A proactive approach, strong sense of urgency, and results oriented. Proactive, takes initiative, and plans ahead to complete projects with little supervision.
  • Strong work ethic with high level of integrity and dependability, serving as a responsible and trusted team player.
  • Excellent MS Office skills (especially Excel and PowerPoint). Strong working knowledge of Blackbaud’s Financial Edge Accounting software is a plus.
• Staff Accountant

  New York, NY

  Salary / Hourly Rate
  $65,000

  Job Type
  Direct

  Applyopens in a new window

  Our client, an industry leader in the Cosmetics industry is seeking a seasoned Staff Accountant.

  The Staff Accountant maintains and controls the General Ledger accounts, assists in preparation of financial statements, and performs ad hoc analysis when necessary.

  This role offers the opportunity to work with several departments within the company and to experience a wide range of responsibilities, expediting and heightening the learning experience.

  This position reports to the Sr. Manager of Accounting.

  DUTIES AND RESPONSIBILITIES

  Accounts Receivable: Daily cash posting

  Research and communication with customers regarding fines, deductions, and chargebacks

  Maintain collections log and prepare write-offs

  Reconciliation of payment remittance details and applied deductions to outstanding Accounts Receivable

  Accounts Payable: Daily coding and entering of invoices

  Maintain proper documentation of vendors, invoices, contracts, W-9s, etc

  Weekly management of vendor payments

  Maintain and record bank settlements

  Monthly financial statements:

  Prepare monthly journal entries

  Reconcile balance sheet accounts

  Track and analyze monthly expense details within the P&L

  Analysis of P&L and balance sheet accounts as needed

  Prepare monthly inventory report and analysis

  SKILLS & QUALIFICATIONS: At least 2 years of bookkeeping/accounting experience

  Bachelor’s degree in Accounting or Finance

  Excellent organization skills, with the ability to demonstrate attention to details and good-record-keeping

  Proficiency in Microsoft Office (especially Excel)

  Ability to prioritize workload in order to meet tight deadlines in a fast-paced and dynamic work environment

  Team player who can collaborate with other departments within the organization
• Staff Accountant

  Long Island City, NY

  Salary / Hourly Rate
  $70,000

  Job Type
  Direct

  Applyopens in a new window

  Well Known Apparel Company seeks Staff Accountant.

  Overview: The ideal candidate will be responsible for transaction in the company's ledgers and preparation of internal schedules and reports.

  Major Responsibilities (include but are not limited to)

  :* General ledger accounting* Month-end close

  * Quarter-end close* Year-end close* Revenue and expense accruals

  * Prepayment amortizations

  * Account reconciliations

  * Account analysis

  Requirements:

  * Bachelor's Degree in accounting or finance* 2-4 years related experience* Proficiency in Microsoft Office and Accounting software, with a focus in Microsoft Excel* Excellent verbal and written communication skills

  Consumer products experience +
• Senior IT Auditor

  Princeton, NJ

  Salary / Hourly Rate
  $95,000

  Job Type
  Direct

  Applyopens in a new window

  Senior IT Auditor

  Description

  Our client, a global pharmaceutical company based in Central NJ, is seeking a Senior IT Auditor.

  The Senior IT Auditor will work in a team environment to audit IT activities including general computer controls, system and data security, outsourcing partners, pre- and post-application implementations, social media, cloud computing, mobile devices and emerging and changing risks.

  Audits include leveraging data visualization tools in the planning, execution and reporting phases to drive efficiencies and effectiveness. In addition, depending on the candidate’s background and interests, opportunities exist to become a data analytics super user giving the department’s transformative use of data analytics as well as work on non-IT audits covering financial, compliance, strategic and operational risks.

  Throughout the audits, the Senior IT Auditor will have the opportunity to interact with Company senior management and enhance oral and written communication skills.

  Audit Services is a source of key talent in the Company. Graduates from Audit Services hold key leadership roles in the Company, including within IT, Finance and business unit operations. In this role, the Senior IT Auditor will receive broad exposure across operations. Given the exposure and experience a Senior IT Audit Audior receives, this position is generally a stepping stone to a manager role upon roll out from the department.

  RESPONSIBILITIES:

  1. Participates in planning activities to develop audit scopes.

  2. Design audit programs and test plans to determine the adequacy and effectiveness of internal controls and compliance with policies and procedures with minimal guidance.

  3. Interview select personnel and document and assess business processes and information systems to determine the adequacy of the control environment with minimal guidance.

  4. Test information technology application and system processes and controls with minimal guidance.

  5. Demonstrate proficiency in applying information systems audit principles, skills and techniques.

  6. Understand financial, operational and compliance risks

  7. Understand IT risks with greater depth and expertise to identify root cause and preventative actions.

  8. Understand, develop and implement data analytics projects on-going or planned within the department with minimal direction.

  9. Apply innovative solutions to related issues with strategic, operational, compliance and IT audits as well as data analytics project implementation activities.

  10. Be able to provide guidance and leadership during execution and coordination across projects and processes.

  11. Identify value-added recommendations and align with management on corrective actions to address identified risks.

  12. Present audit results to management.

  13. Prepare audit reports detailing recommendations to strengthen and improve the control environment. Maintain work papers in accordance with --- Audit Services and IIA Standards. With minimal guidance.

  14. Participate in department projects to drive Audit Services value (Audit Newsletter, Audit Lessons Learned, etc.).

  Qualifications

  EDUCATION

  Degree - BS/BA, MIS or equivalent, MBA or other advanced degree desired.

  Certification – Professional certification required, CISA or equivalent. CPA a plus.

  PRIOR EXPERIENCE

  3 – 5 years of relevant prior public accounting experience or internal auditing or quality assurance group experience.
• Senior IT Auditor

  Piscataway, NJ

  Salary / Hourly Rate
  $110,000

  Job Type
  Direct

  Applyopens in a new window

  Senior IT Auditor

  A global financial services firm based in NJ is seeking a Senior IT Auditor. This is a highly visible role which offers a competitive compensation package and it is part of a rotation program.

  Required Qualifications

  • 3-5 yrs. relevant business experience.
  • Working towards CISA, CIA, CPA, CISM or CISSP designation. Possesses intermediate-level understanding of IT general controls (security, change management, disaster backup recovery, data center, etc.); system development lifecycle methodology, operating system and database platforms (mainframe, client/server, Web services, Windows, UNIT, AS400, DB2, etc.).
  • Possesses fundamental understanding of IT control concepts (application controls, separation of development, test, and production environments, testing methodologies, etc.
  • Possesses intermediate understanding of data analysis tools such as ACL, and application of financial and operational analytics; knowledge of risk-based analytics of business finances and operations, and data sources that drive the analytics.
  • Possesses intermediate-level understanding of Generally Accepted Audit Standards, IIA standards, accounting and auditing sampling and testing methodologies, Sarbanes-Oxley requirements, risk management, and SEC and statutory reporting; also intermediate-level understanding of the financial services industry.
  • Strong written and verbal communication skills, including listening and interviewing skills.
  • In order to post for this position, you need the proper work authorization to work in the country where the position is located and not require relocation assistance.

  Required Education

  Bachelor's degree.
• Audit Manager, Model & Enterprise Risk

  Jersey City, NJ

  Salary / Hourly Rate
  $130,000

  Job Type
  Direct

  Applyopens in a new window

  A global financial services firm based in Jersey City is seeking an Audit Manager – Model & Enterprise Risk. This is a highly visible role on a growing and dynamic team which offers an aggressive comp package.

  Role Summary

  An opportunity is available within the Audit Department for an experienced professional to join the team responsible for coverage of the firm’s model risks.

  The Ideal Candidate

  We are looking for highly organized professionals who have demonstrated strong project management abilities including the capability to manage multiple tasks and assignments. This is a high-profile position to help senior management and business heads further strengthen the model risk framework and governance throughout the organization. A key objective is to support the continuous monitoring activity around fostering robust model risk culture and to help challenge the existing model risk practice to align with prevailing best practices and regulatory guidance.

  The Internal Audit Department serves to protect the Company by improving the management of risks and the effectiveness of the control environment at the business, function and enterprise levels through valued independent assessments and advice on governance, risk and control. Our structure mirrors the business system which allows us to view risks vertically and horizontally – providing opportunities to generate value within and across our businesses and corporate functions.

  You will be part of the Enterprise Risk, Capital, and Liquidity audit group and will actively interact with the risk management department, corporate functions, and business areas that are concerned with development, use, and validation of models. The selected individual will conduct model governance assessments and model re-performance reviews alongside other specific projects in the context of the annual audit plan execution.

  Your engagement will primarily focus on:

  · Performing focused model reviews to ensure models are developed in accordance with internal policies and industry best standards

  · Assessing independent model review practices are consistent with internal policies and prevailing regulatory standards

  · Helping to identify areas of model risk governance that need to be covered in the audit plan and assessed with priority

  · Independently sampling data sets and model assumptions, including those used in the stress testing processes

  · Delivering on time high quality audit reports in the area of model risk across the organization

  · Helping to validate internal audit and regulatory issues

  · Acting as an advisor and apply in-depth model risk knowledge in the execution of horizontal audits that require such expertise

  · Developing effective relationships with line and corporate management

  · Using effective communication skills to influence a wide range of internal audiences

  · Preparing periodic reports and business monitoring summaries.

  About You

  You have a strong analytical mindset with the ability to conduct strong risk assessments and evaluate controls. You are intellectually curious and have a desire to grow your business/technical acumen to remain current on business developments, industry trends, emerging risks, and changes to the financial and regulatory environments. You have solid experience in model risk governance, risk controls, or model development. One of your core strengths is your professional presence and ability to build business relationships. You enjoy working independently and are productive in a collaborative team environment.

  Qualifications

  • Experience in any of the following capacities: risk management, model governance manager, model developer, model validation manager, financial risk auditor, quantitative risk controller preferably at large financial institutions, consulting firms, or major supervisory agencies
  • Understanding of model risk governance regulatory requirements (ie SR 11-7) and knowledge of prevailing best practices and standards
  • Knowledge of analytical methods and modeling techniques used to manage and monitor financial, actuarial, and behavioral risks
  • Understanding of insurance company asset/liability management frameworks and sources of risks
  • Hands on experience with financial assets and derivatives pricing, valuation, risk analytics and profit/loss attribution (with prevalent focus on interest rate, foreign exchange, and credit products)
  • Basic knowledge of regulatory capital requirements for large financial institutions
  • Basic knowledge of regulatory stress testing framework and processes for large financial institutions
  • Knowledge of investment instruments and markets across the full spectrum of fixed income, equity, and real estate asset types
  • Highly motivated, proactive, conceptual thinker who is able work independently on a variety of assignments
  • Strong track record of providing value-added insights to business leaders and serving as a trusted advisor to both business and corporate function leaders
  • Effective communication skills, both oral and written, and the ability to partner with multiple business groups, corporate areas and independent auditors
  • Undergraduate degree in economics, finance or other quantitative field of study plus advanced degrees in mathematics, engineering, computer programming, or finance are required
  • Knowledge of US Generally Accepted Accounting (GAAP) and Statutory (STAT) insurance accounting concepts is a plus
  • FRM, CFA designation is a plus
  • Some audit experience is a plus, though not a requirement.
• Internal Auditor

  Manhattan, NY

  Salary / Hourly Rate
  $85,000

  Job Type
  Direct

  Applyopens in a new window

  Our client, a cutting tech company, is seeking an Internal Auditor for their midtown NYC office.

  The position of Internal Auditor reports to an Audit Manager. The major responsibility of this position is the performance of audit work (operational audits, financial audits and other engagements) and the reporting of audit findings to management and the VP of Internal Audit.

  Planning the audit

  • Conduct preliminary review of the systems and procedures used within assigned audit scope.
  • Prepare plan, programs and time estimate for audit as well as recommend necessary staff requirements to complete audit.

  Conducting the audit

  • Perform audit in a professional manner with agreed upon scope and time estimate in accordance with audit programs.
  • Direct, advise and instruct staff assistants and review their work for neatness, accuracy, completeness, and adherence to program and audit techniques employed.
  • Ascertain that workpapers evidence audit work performed and document findings.

  Evaluating results

  • Appraise evidentiary data as a basis for an informed, objective opinion of the adequacy and effectiveness of the system and efficiency of performance of the activities being reviewed.

  Reporting results

  • Discuss audit findings with Auditing Management on a current basis during the audit.
  • Discuss audit findings with division chief financial officer or responsible official of other unit of organization during and at the completion of audit.
  • Draft written audit report to management stating findings and recommendations in regard to systems, procedures, internal controls and other appropriate matters.
  • Review division's reply to audit comments and appraise adequacy of corrective actions proposed.

  Qualifications

  Education

  • Bachelor's degree in accounting is required
  • CPA is required

  Work Experience

  • A Minimum of 1 to 3 years of accounting/audit experience (internal audit in a manufacturing environment or public accounting experience with manufacturing or defense contractor clients is a plus) is required. Big 4 Experience is suggested.
• Temporary Corporate M&A Attorney

  New York, NY

  Salary / Hourly Rate
  $75

  Job Type
  Contract

  Applyopens in a new window
  Large Law Firm located in midtown NYC is recruiting for a Temporary Corporate M&A Attorney to start working on a project immediately. Candidates must have experience working on M&A deals, including diligence relating to M&A deals. Must have big law experience and be available to start the project as soon as possible. Hourly rate for this temporary project is $75 per hour. For consideration, send your resume today!
• Tax Manager

  New York, NY

  Salary / Hourly Rate
  $150,000

  Job Type
  Direct

  Applyopens in a new window

  Our client, a well known, long standing professional CPA firm in New York, NY seeks a Tax Manager. This position will:

  • Oversee and review preparation of primarily individual, partnership, and S-corp tax returns.
  • Supervise and coordinate staff in preparing corporate, partnership, individual, fiduciary, and tax-exempt entity tax returns
  • Schedule and review staff work
  • Conduct tax research
  • Serve clients' specific needs, and identify value-added solutions for clients
  • Maintain accurate records for client billing system
  • Review the work performance of staff on an ongoing and semi-annual basis

  Requirements:

  • 6-12 years of progressive tax experience in a public accounting setting, including a minimum of 1 year in tax management
  • CPA
  • Bachelor's degree in accounting; Graduate degree in Tax preferred
  • Proficient in MS Office suite.Proficiency in ProSystem Tax, or an equivalent tax software, required
  • Excellent written and oral communication skills
  • Demonstrated commitment to the tax field through participation in professional interests
• Quality Control Manager

  New York, NY

  Salary / Hourly Rate
  $170,000

  Job Type
  Direct

  Applyopens in a new window

  The Forum Group is currently working with a regional CPA firm located in Melville, NY that is looking to hire a Quality Control Manager .

  This position encompasses the following skillset:

  • Oversee implementation of accounting pronouncements; keeps professional staff informed of professional standards

  • Train and educate staff on new technical pronouncements and other technical issues as the need arises

  • Update internal forms (i.e., checklists) and procedures as appropriate

  • Review files for completeness, accuracy and compliance

  • Review financial statements and tax returns

  • Assist in training staff to produce products of highest technical quality

  • Assist in assigning CPE’s to enhance staff technical knowledge

  • Follow progress of work during an engagement to ensure that job is completed timely and that at all technical issues have been resolved

  • Exhibit excellent oral and written communication skills and attention to detail

  • Help to develop new niches and marketing opportunities

  • Join professional committees (i.e., PICPA) to enhance knowledge base

  • Assist with administering and responsibility for the firm’s peer reviews

  • Exhibit excellent staff and client relations

  • Certified Public Accountant license and a minimum of 8 years public accounting experience
• Tax Seniors

  Hartford, CT

  Salary / Hourly Rate
  $85,000

  Job Type
  Direct

  Applyopens in a new window
  Our client, a top-tier local CPA firm is currently searching for an experienced tax staff accountant with specific 1040 (including high net worth) filing and preparing experience. Excellent benefits, beautiful location.
• Bookkeeper/Account Manager

  New York, NY

  Salary / Hourly Rate
  $65,000

  Job Type
  Direct

  Applyopens in a new window

  Opportunity to join this excellent team, upbeat, fun and busy in the entertainment industry. Looking for an account manager/bookkeeper working with high net worth clients. Prefer a candidate who has preferably worked in business management accounting with Datafaction. Salary is commensurate with experience. Excellent benefits, 401k match and profit sharing!

  Job Description:

  • Working on Datafaction software
  • Handling all aspects of bookkeeping responsibilities up to full charge.
  • Bank Reconciliations, Accounts Payable, Accounts Receivable.
  • General ledger through financial statements.
  • Cash management.
  • Excellent communication skills required, both verbal and written.
  • Longevity on employment history.
  • Accuracy and attention to detail.
  • Seeking candidate looking for longevity and long-term career!

  *Immediate Hire!*

Let our four decades of building relationships with our valued clients on a local and national level work for you. Working with our team of experience professionals goes beyond identifying job opportunities. We are focused on career counseling, resume enhancement and interview preparation. Our staffing specialists connect our candidates to the right opportunities while maintaining unyielding ethical standards. Let our industry expertise and professional representation work for you.

Forum Group connects talent with opportunity.

Accounting, Finance, Taxation and Audit Staffing on a Permanent and Consulting Basis Principally Focuses on:

• CFO, Corporate Controller, Staff Accountant/Senior Accountant
• Public Accounting: Audit, Tax and Consulting Staff through partners
• Internal Audit/IT Audit
• Financial Analysts
• Investment Officers
• Finance Directors
• Investment Banking
• Accounting Support Staff

SINCE 1974, WE HAVE BEEN DEVELOPING STRONG TIES WITH CLIENTS BOTH LARGE AND SMALL. LET US PUT THOSE RELATIONSHIPS TO WORK FOR YOU.

Open Administrative and Executive Support Positions Include:

• Job Details
  Job Description
• Ultrasound/Sono Tech

  New York, NY

  Salary / Hourly Rate
  $37

  Job Type
  Contract

  Applyopens in a new window

  Now hiring Ultrasound Technologists needed in multiple locations with Multi-Modality (Echo, Vascular, General & Small Parts) Must be able to perform Trans-abdominal & Trans-vaginal Scans, and OBGYN

  Opportunities are available in Brooklyn, Queens, and Manhattan!!

  Qualifications:

  • Registered by the American Registry Of Diagnostic Medical Sonographers
  • 2 years of experience as an Ultrasound Tech
  • Excellent communication Skills
  • Excellent patient service skills
  • work well independently.

  Job Types: Full-time, Part-time

  Must be registered, RDCS and RVT!!
• Human Capital Coordinator

  New York, NY

  Salary / Hourly Rate
  $50,000

  Job Type
  Direct

  Applyopens in a new window

  Job description

  Responsibilities and Essential Functions:

  • Ensure a flawless on-boarding process for new team members; providing high-touch support from offer acceptance, through the onboarding program and through their first 90 days.
  • Support the delivery of onboarding program and ensuring all the logistical aspects of the program are attended to.
  • Responsible for all logistical aspects of an event including but not limited to scheduling conference rooms; scheduling speakers, coordinating social mixers / events with leadership team members; and ordering food/snacks.
  • Participate in the facilitation of new hire onboarding and providing back up for the trainer when needed.
  • Contributes to the ongoing development and enhancement of the onboarding programs.
  • Supports in other areas of recruiting and talent developments, as well as provide support to the HR team as needed.

  Qualifications, Skills and Education

  Required Qualifications:

  • Bachelor Degree - Will consider recent grads up to 2 years experience in an office setting

  • Excellent time management, verbal and written communication, organizational, analytical and problem solving skills.
• Administrative Assistant

  New York, NY

  Salary / Hourly Rate
  $60,000

  Job Type
  Direct

  Applyopens in a new window

  Administrative Assistant – Investment Management Firm

  Prominent NYC Investment Management Firm is recruiting for an Administrative Assistant in the midtown NYC office! Base salary to $60K with outstanding benefits!

  Job Responsibilities:

  • Perform a wide range of operational support including heavy calendaring, meeting arrangements, conference registrations, and answering phones for three investment professionals

  • Expense reporting

  • Domestic and International travel arrangements – hotel, flight, cars

  • Restaurant reservations and meal arrangements

  • Updating contact databases

  • Manage magazine and data subscriptions

  • Update analyst earnings calls and meetings calendars

  • Update and distribute morning commodity reports

  • Compile company Catalyst list

  • Create weekly compliance calendar

  • Ad-hoc reports and various projects, occasionally personal work

  • Provide coverage for administrative staff on floor, including lunch coverage at the reception desk 1-2x per week

  • Backup coverage for administrative team

  Job Requirements:

  • Bachelor’s Degree preferred

  • 2-5 years administrative assistant experience in a professional services environment

  • Strong Microsoft Office skills

  For consideration, send your resume today!
• Executive Legal Assistant

  New York, NY

  Salary / Hourly Rate
  $90,000

  Job Type
  Direct

  Applyopens in a new window

  Luxury Clothing Brand is in need of a superstar Executive Assistant. Fast paced collaborative team environment.

  Midtown NYC

  The Executive Assistant provides administrative support to the General Counsel.

  Job Responsibilities:

  • Monitor emails to ensure proper action is taken by the General Counsel regarding requests, further correspondences, etc.
  • Consistently review and maintain organization of emails sent to the General Counsel
  • Maintain and update General Counsel’s task list on Outlook of new matters and requests; prioritize workload and provide reminders.
  • Update licensing binders with any amendments, side letters, model contracts, etc. and forward them to the appropriate legal parties
  • Update contacts information in Outlook for General Counsel with internal company cross-functional partners or external vendors or firms.
  • Notarize any necessary document legalization

  Job Requirements:

  • Bachelor’s Degree

  • 8+ years in previous role supporting legal executive; prior experience working in law office background preferred

  • Advanced Microsoft Office skills

  The salary for this position will go to $90K! For consideration, send your resume today!
• EA - Corp Dev

  New York, NY

  Salary / Hourly Rate
  $80,000

  Job Type
  Direct

  Applyopens in a new window

  EXECUTIVE ASSISTANT - FINANCIAL SERVICES FIRM

  Midtown NYC Park Avenue Location

  Base salary to $100K plus bonus! Opportunity for growth!

  Financial Services Firm is recruiting for an Executive Assistant to support the Managing Partner and two Managing Directors. This position offers generous base salary, bonus, and outstanding benefits!

  JOB RESPONSIBILITIES:

  Calendar management for the Managing Partner and Directors, including scheduling and coordinating client meetings, booking conference rooms and preparing for meetings.

  Calendaring internal meetings, including weekly team meetings, quarterly business plan meetings, annual offsite, team dinners, team building activities and ad-hoc meetings.

  Arrange all conference rooms, AV equipment, dial-in numbers and video conference.

  Proactively confirm meetings with clients and prospects.

  Greet clients and guests in our offices and assist with food and beverage orders as necessary.

  Organize and book travel, including flights, hotels and car rentals.

  Complete expense reports for Managing Partner and Directors.

  JOB REQUIREMENTS:

  Bachelor's degree from top university with strong GPA. 2+ years of experience as an Executive Assistant; Financial Services experience preferred. Advanced working knowledge of Microsoft Office (Word, PowerPoint, Excel and Outlook).
• Administrative Manager

  New York, NY

  Salary / Hourly Rate
  $24

  Job Type
  Contract

  Applyopens in a new window

  Our position reports directly to the Executive Assistant to the President, the Administrative Manager is responsible for assisting in the orchestration of daily operations and management of the Office of the President.The Administrative Manager supports the President’s Executive Assistant in complex calendar management, extensive travel management, meeting and conference management; and, in the implementation of planning processes that aid in a sophisticated and efficient functionality of executive support within the office.

  Responsibilities:

  1. Assists and supports the President’s Executive Assistant in extensive office operations, including meeting database management, meeting logistics, complex travel itineraries, intricate and evolving calendar management and creating documentation for senior level meetings and activities.

  2. Works with the President’s Executive Assistant to manage the scheduling of meetings/conferences, appointments and events, working collaboratively to coordinate the Presidents highly complex calendar. Must possess strong time management skills.

  3. Ensures at all times that the office environment is especially sensitive and responsive to the needs of the University’s internal and external communities, while maintaining a confidential environment.

  4. Provides assistance to the President’s Executive Assistant related to the preparation, implementation and logistical management of academic conferences and events.

  5. Works with the President’s Executive Assistant, to ensure smooth functioning workflow; and, is accountable for upholding the highest standards of support, confidentiality, accuracy and detail.

  6. Works independently on administrative projects, as needed. Ensures that they are accomplished in a timely and accurate manner and that the President’s Executive Assistant is continually updated with status reports.

  7. Creates reports from calendar, expense and travel data requested by President’s Executive Assistant. Maintains records of reimbursement, scheduling requests and internal meetings through a database. Synthesizes information and reports pertinent data on background and statistics for incoming requests.

  8. Act as a liaison to a broad range of constituents; receives visitors and fields calls for the President’s Executive Assistant.

  9. Additional duties as assigned.

  Minimum Qualifications for Grade:

  Bachelor’s degree required.

  Minimum three years of related experience is required.

  Additional Position-Specific Minimum Qualifications:

  Minimum three years administrative support experience and knowledge of modern office practices.

  Must show tact and good judgement in confidential situations and experience interacting with senior management.

  Experience in preparing travel and expense reports, coordinating complex travel arrangements and calendar management for senior level executives is required.

  The ability to coordinate multiple projects with competing priorities as well as perform daily tasks with confidentiality and discretion is required.

  Must have excellent customer service skills as well as superior verbal and written communication skills.Must be detail-oriented, exercise good judgement, and work as a team player in a fast-paced environment.

  Highly proficient Microsoft Office skills with advanced computer skills, including ability to create complex spreadsheets, manage databases and generate reports as necessary.

  Must be consistently punctual and able to work flexible hours, possible evenings, and weekends as needed.

  Preferred Qualifications:

  Prior experience supporting an executive level office or position is preferred.

  Hours:

  The office is open from 8am to 6pm and the candidate's schedule may change based on needs...meaning the working shifts could be 8 to 4, 9 to 5 or 10 to 6 based on the needs of the office.

  Therefore, the ideal candidate would be someone who has flexibility to work multiple shifts.
• Medical Receptionist

  New York, NY

  Salary / Hourly Rate
  $20

  Job Type
  Contract

  Applyopens in a new window

  The Forum Group is working with a leading healthcare provider in search of a talented Medical Receptionist.

  • Patient scheduling through EPIC
  • Obtaining Patient Health Information
  • Filing Medical Records to ensure HIPAA confidentiality laws
  • Interacting with patients coming into the office
  • Preparing patient charts for following day appointments
  • Purging charts to go into archiving
  • Responsible for directing patients to various departments throughout the Hospital
  • Collaborating with Office Coordinator and Medical Staff to complete tasks
  • Maintain patient accounts by obtaining, recording, and updating information in database as new information becomes available through patient registration
  • Determine patient’s needs and process according to case type, as well as assisting in the checking in and out of patients
  • Monitor delivery of care by scheduling patient appointments in accordance to physicians schedule as well as the completion of data entry and data retrieval tasks using the Epic software system to organize patient charts and prepare patient and facility reports
  • Verify patient insurance benefits, relay information on relevant payment and billing/collection policies and collect patient responsibility payments
  • Order patients’ diagnostic and imaging tests based on their case type and correspond the results to the patients and physicians
  • Facilitated daily administrative functions, including customer service, patient verification, and registration
  • Scheduled and verified patient appointments; scheduled appointments with secondary care providers
  • Collected patient co-payments and recorded payment transactions; obtained third party payer authorization for services provided and communicated outstanding balances to insurance companies and to patients
  • Coordinated physician schedules and managed and maintained patient flow
  • Reinforced and upheld patient personal information as required by HIPPA to protect patients' rights by maintaining confidentiality of personal and financial information
  • Managed office and supply inventories
  • Received deliveries and organized supplies in stockroom and exam rooms
  • Ordered diagnostic tests and communicated results to patients and physicians
  • Respected patients by recognizing their rights & actively maintaining their confidentiality via HIPPA
  • Identify solutions for day-to-day issues by adapting processes and procedures with the needs of the clinic
  • Assist in supporting primary care and specialty provider with timely communications, follow-ups, and provide all updated information regarding transitions in care and outside referrals
  • Maintain quality service by adhering to organizational expectations and standards
• EPIC Trained Admins

  New York, NY

  Salary / Hourly Rate
  $20

  Job Type
  Contract

  Applyopens in a new window

  Long and short term temporary opportunities, within the medical field, for candidates with a medical background who have been trained in the Epic Scheduling System. Work for some of NYC’s cutting edge hospitals and healthcare facilities. Positions exist for medical administrative assistants (both junior and senior level) as well as medical receptionists, registrars and surgical schedulers. You will work directly with patients and physicians as well as supporting various staff members.

  Responsibilities:

  • Insurance Verification
  • Obtaining Pre-Certifications for Surgeries and Testing
  • Surgical Scheduling
  • Maintaining Patient Charts
  • Scheduling Patient Appointments

  Qualifications:

  • 1-2 years professional experience in a healthcare facility
  • Comfortable with Medical Terminology
  • Excellent interpersonal skills to interact with physicians, patients and staffs as well as written and verbal communication skills.
  • Proficiency with MS Word, Excel and Outlook.
• Receptionist

  New York, NY

  Salary / Hourly Rate
  $15

  Job Type
  Contract

  Applyopens in a new window

  Excellent opportunities available for an experienced receptionist. Responsible for performing a broad range of reception and administrative duties to provide departmental support as well as support to all levels of management. The receptionist will be the first point of contact to clients and guests. In this position, you will use your excellent verbal and written communication skills as you interface with guests, clients, and other members of staff. Seeking a poised receptionist who can streamline front office operations and facilitate communications at the highest level.

  Responsibilities:

  • Establish daily priorities and work alongside all company personnel
  • Strong customer service skills
  • Direct incoming calls and correspondence
  • Maintain neat and orderly reception area
  • Schedule meetings and conference rooms
  • Updating letters and memos in Microsoft Word
  • Editing spreadsheets and updating reports in Excel
  • Maintain calendar in Outlook

  Qualifications:

  • 1-2 years of corporate reception experience is a must
  • Poised, outgoing, and personable; eager to assist wherever needed
  • Excellent interpersonal skills to establish an instant rapport with clients and interact with all levels of management and staff
  • Enthusiastic and engaging with excellent written and verbal communication skills
  • Proficiency with MS Word, Excel and Outlook

With over four decades of experience recruiting office support professionals, The Forum Group has the expertise and market insight to best assist you in achieving your career goals. We play an active role in your job search, from providing insightful counsel and current market trends to working closely with you to develop and meet your objectives.

We place professionals with all levels of experience, ranging from entry-level opportunities to senior support positions.

Let our 40 years of experience and vast network of contacts work for you.

Our Administrative and Executive Support division of specialization includes both permanent and contract recruitment for:

• Administrative and Office Support Services
• Executive Administrative and Personal Assistants
• Office Managers, Office Services Management and Facilities/Purchasing Management
• Sales Assistants and recent college graduates
• Office Support: Receptionists, Mailroom Services, Data Entry Operators, Customer Service Representatives, File Clerks and Record Managers
• General Labor / Industrial / Warehouse Positions for Manufacturing and Distribution Centers locally and across the country

SINCE 1974, WE HAVE BEEN DEVELOPING STRONG TIES WITH CLIENTS BOTH LARGE AND SMALL. LET US PUT THOSE RELATIONSHIPS TO WORK FOR YOU.

Open Compliance and Regulatory Positions Include:

• Job Details
  Job Description
• IT Auditor - VP

  New York, NY

  Salary / Hourly Rate
  $175,000

  Job Type
  Direct

  Applyopens in a new window

  Our client a Prestigious Global Bank is in need of a IT Auditor at the VP Level. The opportunity offer tremendous exposure and high growth potential.

  Key Responsibilities:

  • You will be required to evaluate the adequacy and effectiveness of internal controls relating to risks involved in the relevant areas and the established risk assessment framework.
  • You will support implementation of the Audit risk-based methodology including; performing coverage of automated business processes and the respective technology environment.
  • You will be required to lead and successfully deliver Technology audits both locally and globally.
  • You will be required to proactively develop and maintain professional working relationships with colleagues, the business and respective support areas. They will work in an integrated manner with fellow team members both locally and globally.

  Key Qualifications:

  • Significant exposure to Investment Banking clients and a robust knowledge of capital markets processing.
  • Experience of auditing IT applications supporting trading and the trade processing lifecycle. Relevant areas could include; interest rate products, credit products, commodities, futures and foreign exchange products, or equities.
  • Experience of auditing IT General Controls.

  Preferable skills:

  Experience of auditing IT applications supporting global and domestic payment processes, trust and agency business, and core banking systems.
• VP Compliance Officer - Testing Markets

  New York, NY

  Salary / Hourly Rate
  $200,000

  Job Type
  Direct

  Applyopens in a new window

  Global bank seeking a talented compliance officer to join its Institutional Markets Compliance Testing team. This role will focus primarily on testing the Firm’s institutional equities and fixed income sales and trading businesses.

  Responsibilities:

  • Conduct compliance reviews under the direction of the Americas Head of Compliance Controls Testing in order to assess and review compliance with legal, regulatory and internal firm policy requirements and work with the business and other stakeholders to design appropriate remedial actions to mitigate identified risks.
  • Participate in developing a review work plan based on the results of the annual compliance risk assessment
  • Ensure review work plan addresses regulatory priorities and that reviews are designed to meet applicable regulatory guidance.
  • Prepare and distribute reports to senior management detailing review findings and recommendations
  • Periodically report on significant activities conducted and planned for the upcoming period
  • Review all banking-related reports prior to vetting the report with other stakeholders.
  • Meet with senior management in Compliance, the business and other control functions to provide overview of significant risks and control gaps.

  Qualifications:

  • 10+ years’ experience with a financial services firm and/or self-regulatory organization in a Compliance, Legal or Audit role
  • A background in Advisory / Line-of-Business Compliance is a strong plus, particularly Equities or Fixed Income Compliance
  • BA/BS required. JD, MBA or Masters is a plus
• Director, US Compliance Practices

  New York, NY

  Salary / Hourly Rate
  $500,000

  Job Type
  Direct

  Applyopens in a new window

  Seeking a Director level Compliance professional to head a global regulatory function.

  Responsible for ensuring the independence of the Bank resources. Responsible for ensuring that there is effective segregation of all significant roles and duties.

  • Risk Culture: Embed a risk culture within which reflects Firm's Purpose and Values.

  • Bank remuneration structures: Input into the performance management and way in which performance objectives and risk adjustments are reflected in the compensation structures for ‘senior’* employees, specifically those who can be exposed to significant risk.

  • Monitor: Responsible for monitoring the performance including financial and operational activities, Risk Profile (current and outlook) compared to approved Risk Appetite, and compliance with all laws, regulations and the Firm Policies.

  • Reporting: Responsible for providing accurate, transparent and timely reporting to the IHC, Americas Head of Compliance and the Americas Compliance Management Team performance against plan, including Risk Profile (current and outlook) compared to Risk Appetite.

  • Governance: Responsible for chairing regular team meetings with the Americas Compliance Management Team.
• Head of Client Advisory / EDD

  New York, NY

  Salary / Hourly Rate
  $250,000

  Job Type
  Direct

  Applyopens in a new window

  Seeking a talented AML / EDD professional to lead, manage, update and maintain the Bank’s AML Advisory Program Lead the Americas Control Room team and work closely with regional Control Rooms

  Responsibilities:

  • Oversee the Performance of EDD reviews of all high-risk customers in NA;
  • Oversee the work of Bank’s Fraud & Anti-Corruption Officers
  • Participate in the revamping of Customer Risk Rating methodology working with HO as needed;
  • Provide AML guidance to Front Office and Client Verification Team on AML and on-boarding related matters;
  • Provide guidance on CIP/KYC requirements across NY
  • Work with departments to implement CIP/KYC related workflows, policies or procedures;
  • Assess and respond to all World-Check and RDC alerts escalated by different departments
  • Conduct periodic reviews and material change reviews on all high risk clients;
  • Perform Letter of Credit Reviews;
  • Maintain Exception Requests log;
  • Provide AML related input during the development and/or enhancement of ISIS-AOP;
  • Assist in developing, implementing and maintaining policies and procedures related to Due Diligence consistent with US and Global AML requirements;
  • Miscellaneous responsibilities as required.
• Employee Trade Surveillance Analyst

  New York, NY

  Salary / Hourly Rate
  $90,000

  Job Type
  Direct

  Applyopens in a new window

  As an Employee Trade Surveillance Analyst, you will be responsible for reviewing personal trading activity for and supporting the Control Room. This includes reviewing various reports and alerts to identify potential trading violations, taking corrective action and educating employees regarding applicable requirements. The Compliance Control Room is responsible for maintaining the Firm’s restricted trading lists and assigning appropriate employee trading designations.

  Responsibilities Include:

  • Reviews daily and monthly transaction alerts, employee trading activity, firm trading and market activity and news
  • Conducts investigations, documents findings and escalates potentially suspicious activity
  • Maintains Restricted Lists and communicates with the Lines of Business regarding changes thereto
  • Assigns employee trading designations to new employees, transferees, and provides guidance regarding requirements
  • Conducts User Acceptance Testing (UAT) for systems enhancements and documents work product

  Qualifications:

  • BA/BS Degree
  • 2-5 years of compliance experience, preferably in trade surveillance
• Anti-Bribery and Corruption for Americas, AVP

  New York, NY

  Salary / Hourly Rate
  $130,000

  Job Type
  Direct

  Applyopens in a new window
  • Assist in developing robust anti-money laundering, anti-bribery & corruption, sanctions and fraud-related processes and controls for the global businesses
  • Review and analyze decision transactions and deal-related escalations that raise potential AML, Sanctions or ABC risks
  • Conduct due diligence reviews in new client/investor relationships and periodic assessments of heightened risk relationships
  • Provide day-to-day ABC advisory to business/functional constituents on matters escalated to the ABC team relating to expenditures (e.g., gifts and entertainment and charitable donations), employment/work opportunities, third parties

  Qualifications:

  • Bachelor degree; law degree a plus
  • 5-7 years AML Compliance experience
  • Knowledge of the US Bank Secrecy Act, USA Patriot Act, FCPA and UK Bribery Act requirements
• AML Senior Investigator

  New York, NY

  Salary / Hourly Rate
  $100,000

  Job Type
  Direct

  Applyopens in a new window

  Responsible for policy and procedures; prepare statistics and reports; identify, investigate and resolve suspicious activities

  Responsibilities:

  • Research names and accounts provided by various reports and lists through various sources to determine if there is evidence of money laundering activity;

  • Evaluate transactions and/or customer relationship for money laundering based on red flags and escalate for further investigations;

  • Have familiarity with appropriate techniques including research utilizing banking systems, intranet, internet and other vendor solutions as needed;

  • Communicate within the team and with other business units;

  • Effectively convey key points to internal customers as well as the capability to communicate to communicate to external customers as appropriate;

  • Perform other related duties as assigned.

  Experience /Qualifications/Education:

  • BA/BS; Advanced degree preferred; Legal background a plus

  • 3-5 yrs experience
• Americas Head of Control Room

  New York, NY

  Salary / Hourly Rate
  $300,000

  Job Type
  Direct

  Applyopens in a new window
  • Lead the Americas Control Room team and work closely with regional Control Rooms
  • Maintain information barriers and global restrictions
  • Review research and oversee the bank's compliance with the Global Research Settlement, including coordinating and monitoring communications between research analysts and bankers
  • Assist in conflict management
  • Liaise with other compliance and control teams to provide compliance advice to investment banking, capital markets and research and respond to relevant regulatory requests
  • Ensure appropriate documentation and training of Control Room activities as well as globally consistent standards, where appropriate
• AML Analyst

  New York, NY

  Salary / Hourly Rate
  $100,000

  Job Type
  Direct

  Applyopens in a new window

  This client is a highly regarded PE Firm in Midtown this is looking to add an AML Analyst to its growing program.

  The ideal candidate would have 1-3 years of specific AML experience working within a top tier private equity firm, hedge fund, investment management firm or advisory firm. This opportunity is a unique chance to work hand and hand with the Firm's Head of AML and the Chief Compliance Officer.

  Requirements:

  • Knowledge of AML laws, Regulations and their application to the supported products/business lines

  • Excellent written and oral communication, research skills and a strong work ethic

  • Ability to interact with Senior Management on complex AML issues

  • BA/BS
• AVP Legal and Compliance Officer

  New York, NY

  Salary / Hourly Rate
  $160,000

  Job Type
  Direct

  Applyopens in a new window

  Opportunity to work at one of the world’s leading investment firms. The AVP will work closely with the CCO, General Counsel, and others on the Real Estate Legal and Compliance team.

  Responsibilities:

  • Oversee the review of marketing materials (FINRA , investor communications and other fundraising related materials (primary responsibility)
  • Supervise and manage a small team of full-time marketing review professionals
  • Oversee and provide counsel on legal aspects of fund registration and related legal matters
  • Draft, review and coordinate certain regulatory filings (e.g., Form ADV)
  • Provide advice and counsel relating to launching new business initiatives

  Qualifications:

  • J.D. with strong academic credentials
  • At least 2 years of prior experience at a law firm and/or investment management firm

The Forum Group is poised to assist you in achieving your career goals. We play an active role in your job search, from providing insightful counsel on current market trends to working closely with you to develop and meet your career objectives. Forum’s Financial Services Practice works with leading investment, private, commercial and retail banks; traditional and alternative asset managers; broker-dealers; and insurance companies. Let our 40 plus years of experience, market insight and network of contacts work for you.