VP of Derivative Accounting

Our client is a large insurance/financial services company that has seen tremendous growth with the expansion of their business. They are looking for a VP of Derivative Accounting who has broad knowledge of derivatives products and accounting technical skills across multiple accounting bases (GAAP, US Statuatory). The candidate will be responsible for handling all aspects of our accounting and reporting services and meeting needs and evolving priorities of our clients, as they relate to derivatives.

Salary: Up to $160k


  • Support business growth, implementation of new clients, and client retention
  • Lead and develop derivative investment reporting for clients and prospects
  • Provide expert support to clients on derivatives-related matters
  • Communicate implications of evolving regulatory landscape and new accounting pronouncements to be compliant by our insurance companies across accounting (IFRS, US Statuatory, US GAAP, etc.)
  • Contribute to the continuous development of investment reporting, and control processes to optimize efficiency
  • Subject matter authority for all derivative types as it relates to setup and processing in compliance with accounting guidelines


  • CPA, ACA, CIMA, or ACCA a plus
  • 8+ years Insurance/Financial Services industry experience
  • Deep understanding of current requirements of accounting standards and regulatory requirements within insurance/financial services sector

Senior Manager, Internal Audit

Our Client in NYC is looking for a Sr. Manager, Internal Audit.  In this role you will be:

  • Responsible for planning, staffing, and executing Internal Audit and/or Sarbanes-Oxley Section 404 (Sox 404) projects
  • Support demand creation sales and proposal development.
  • Manage direct client project relationships and ensure high-quality delivery within the project confines of budget.
  • Provide oversight and quality assurance of various project deliverables, technical work, and oversee project leaders and teams.
  • Work directly with clients to communicate business and technical aspects of the work being performed.
  • Set performance expectations for all members of the project team and provide constructive performance feedback on a regular basis.
  • Responsible for overall engagement economics of the projects, including budget status tracking, billing, and collection follow-up.


  • Bachelors degree.
  • Accounting Major is a plus.
  • 9 years of business experience in the areas of internal audit, internal controls assessment, and/or Sox 404 evaluation and testing.
  • Experience leading internal audit and/or Sox 404 projects within consulting or professional services, or at leading industry public companies.
  • Prior work experience managing and supervising senior and junior level staff resources in the areas of internal audit or Sox 404.
  • Demonstrated experience with: Internal controls assessment, Risk assessment, Internal audit planning and execution.
  • Written and verbal communication of results to stakeholders of projects.
  • Internal control design and effectiveness understanding.
  • Business process flow.
  • GAAP financial accounting and SEC Reporting.
  • Sales and proposal development skills.
  • Willingness to travel nationally.
  • MBA is a plus.
  • Certified Internal Auditor, Certified Public Accountant, or other related accounting professional certification is preferred.


Senior Credit Officer

We have an exciting opportunity for an experienced Senior Credit Officer for our New York Metro Region. In this position you will be responsible for the management of the Credit Department functions supporting the Business Banking, CRE, Middle Market, and Healthcare business units in New York. You will be a critical business partner with the respective business unit leaders and exercise substantial credit approval authority. 


  • Supervise the Credit Department located in the New York Region.
  • Provide guidance to the Business Units regarding the Bank’s interest/appetite for potential transactions and/or industry segments.
  • Provide guidance to the Credit Supervisors, Underwriters, and Analysts to mitigate the assessed risks of credit transactions as well as products and services to generate a balanced perspective of the risks.
  • Exercise substantial credit approval authority and oversee the exercise of credit authority by all individuals that have been granted approval authority within the Region.
  • Actively be involved in large, complex relationships and provide guidance on due diligence, risk assessment structure, risk rating and documentation.
  • Make recommendations to Senior Management regarding credit policy, Target Market Definitions, Risk Acceptance Criteria with the business units.
  • Effectively handle external contacts including customer negotiations, deteriorating credit situations, complex credit transactions and significant new business opportunities.
  • Actively participate in discussions with the bank regulators, external auditors, bank groups, industry groups, third party vendors.
  • Participate in the quarterly portfolio reviews.
  • Other credit related management duties as assigned.
  • Achieve sound results on the credit audits performed by the External and internal auditors. 



  • Bachelor’s Degree in Accounting or Finance combined with a minimum 10 years credit related experience with Commercial real estate, Middle Market and Commercial & Industrial transactions primarily within the NY and NJ markets.
  • 5 or more years experience managing a Credit Department.
  • Credit approval authority of a minimum $5 Million (preferred) or higher exercised at prior financial institutions.
  • Healthcare experience a huge plus!
  • Formal credit training a plus.
  • Masters of Business Administration is a plus.
  • Thorough knowledge of banking products, services, policies, procedures and regulations. 

Tax Operations Director

We are seeking an experienced tax professional with a strong background and primary focus on tax accounting matters who is well-versed with considerations surrounding public company reporting pursuant to ASC 740 (FAS 109) such as tax reserves, deferred taxes, acquisitions and application of APB 23 (repatriation of non-US earnings). The candidate should have demonstrated skills around SOX controls and process enhancement which are designed to maintain the highest level of integrity and are efficient, including effective use of technology. Furthermore, it is important that the candidate has led this function on a global basis with the ability to build, roll-up and integrate tax accounting so that our controls and processes are strong, similar and transparent throughout our global operations.


  • All aspects of tax accounting in connection with financial reporting matters, including—
  • Tax Provision
  • Tax Balance Sheet Accounts, including deferred taxes, controls, reconciliations and tax basis balance sheet
  • Tax footnote disclosures, including APB 23
  • Strong supporting documentation
  • Tax Forecasts
  • Technical developments which may affect Tax reporting
  • Global management and coordination of above

Oversight of:

  • US Federal tax return preparation and estimated/ extension tax payments
  • US Federal tax examinations and notices, including account transcripts
  • Successful controversy management and resolution, including tax reserve analyses
  • Identify, research and resolve miscellaneous US Federal tax issues, including executing on planning opportunities. 
  • Manage and provide career development to a team of tax professionals, including a Centre of
  • Excellence in India.
  • Partner with other Tax Department functions such as international tax, regional tax teams, state and local taxes as well as other Finance groups like Controllers, External Reporting and Treasury.
  • Establish best practices and ensure that tax policies are adhered to and applied consistently.
  • Manage relationships with and oversee the work of external tax service providers.
  • Provide tax support and consultation to various departments throughout the firm such as Corporate Facilities, IT and Payroll.

Candidate Profile:

  • Bachelors Degree in Accounting or related field required; Master’s Degree in Taxation and/ or CPA preferred.
  • 10+ years of tax experience, the majority of which should be in Tax Accounting.
  • Previous experience should include Tax Accounting for a US-based multinational and publicly-traded corporation.  Asset manager, financial services firm and Big 4 accounting


Our client, a large privately owned health care company, is looking to augment their finance team with the addition of a Chief Financial Officer to their location in northern NJ. Company offers outstanding benefits and competitive salary.

Duties and Responsibilities

  • Provide financial policy recommendations to the President, the Board of Directors, and Senior Management based on financial analysis and projections, cost allocation, and in- depth revenue/expense analysis
  • Oversee long and short-term budgetary planning and cost-management in alignment  with the company’s strategic plan
  • Utilize forward-looking, predictive models and activity-based financial analysis to provide for ongoing realignment of the organization’s business plan to budget objectives.
  • Develop pro-forma forecasting models for management discussion and analysis
  • Engage other department heads to align operational and financial management objectives
  • Direct cash flow planning activities and ensure availability of funds as needes
  • Direct and oversee all accounting department functions
  • Ensure that the integrity of all internal control functions is maintained at all times
  • Provide continuous improvement of the budgeting process
  • Monitor discretionary spending in relation to budgeted objectives
  • Oversee the accounting staff in order to provide timely and accurate monthly financial reports
  • Coordinate the preparation of federal, state, and local income tax returns for the organization to include monthly sales tax and corporate registration documents
  • Coordinate with an independent CPA firm during its preparation of the yearly financial audit
  • Provide analyses and coordination for the purchase of commercial insurance policies
  • Develop and manage subordinate staff engaged in the day-to-day accounting and finance functions of the organization
  • Participate in corporate policy development as a member of the senior management team
  • Monitor for regulatory changes and actions that may have an impact on the day-to-day functions of the organization

Education and/or Experience

  • Bachelor’s Degree in Accounting or Finance from an accredited college or university is required
  • Master’s Degree in a finance-related discipline from an accredited college or university and/or a CPA is also required
  • A total of 15 years of financial management experience with no less than five years of experience at the CFO level is required
  • An equivalent combination of experience and education will also be considered
  • Extensive experience with dedicated accounting software systems and Microsoft Office programs Word and Excel is required


VP of FP&A

Directs the Global Financial Planning and Analysis function to deliver management with the Annual Operating Plan, Five-year Strategic Plan, Quarterly detailed Forecasts, monthly management reporting, and other routine and ad hoc financial analysis. Assist the CFO with preparation of board materials including presentations and other analysis as required.

Duties and Responsibilities:

  • Finance lead on global FP&A activities providing management with a total company view of projected performance.  Including  Quarterly bottoms up forecast, Annual Operating Plan and Strategic Plans.
  • Performs analytical review of operating units financial statements and business drivers on a monthly, quarterly and year-to-date basis versus Plan, forecast and Prior year.
  • Monitors key performance indicators and reports information to upper management.
  • Provide Monthly Executive summary report for both internal management as well as the private equity owner’s and Banks.
  • Assists Management and E&Y with data and financial support for their preparation of the quarterly external bondholder financial statements.
  • Provides functional team management for a team of 3-4 direct reports including setting expectations, assigning tasks, providing feedback, and coaching.
  • Promotes the process of continuous quality improvement


  • 10+ years experience including, 5+ years of Management experience in the pharmaceutical and medical devices industry.
  • Strong analytical skills with ability to create financial models to determine business needs.
  • Ability to foster strong working relationships with finance colleagues as well as business partners as a result of positive, team attitude and proficiency in various roles of responsibility.


Our client, a large logistics company located in  Northern NJ is currently seeking a Controller. The ideal candidate will have an operations background and not afraid to get dirty in the numbers, experience in implementing systems and thinking “outside the box” to improve efficiencies.

Job Description

  • Support the accounting operations with focus on financial reporting, systems and policies and procedures.
  • Responsible for learning billing processes and becoming an expert to improve the operation processes.
  • Lead activities to improve profitability.
  • Ensure customer invoicing is consistent with contractual rates and are properly distributed.
  • Compare contracts across customer base and address inconsistencies that negatively impact the billing process.
  • Ensure operation’s processes and procedures are being followed, especially in regards to internal controls over financial reporting.
  • Assist the Financial Analysts with the production of budgets and forecasts & variance analysis against forecasts, budgets, and actual results.
  • Interact with external auditors
  • Identify financial risks and opportunities to improve financial performance.


  • 8+ years of Accounting/Finance experience in accordance with US GAAP
  • Warehousing/Transportation/Distribution/Trucking/Logistics experience
  • CPA is a plus
  • System oriented. Prior implementation experience is a plus

Federal Tax Manager

As a Federal Tax Manager involved in both compliance and consulting on large projects, strong technical skills are vital to this role. Tax consulting includes performing tax research and working with clients on tax matters as well as planning and implementing special projects. The Tax Manager is responsible for the compliance function on clients including supervising the preparation and technical review of corporate, partnership and personal income tax returns. The tax practice is growing tremendously and we look internally when choosing our future leaders. We consider this role as an excellent step toward Partner.


  • Your role will include identifying and implementing tax planning and consulting opportunities, preparation and review of client tax calculations, management of client tax relationships and supervising and developing staff.
  • Must have the ability to manage client relationships, multiple projects and meet deadlines.
  • Manage, direct and monitor multiple client engagements as well as serve as a business advisor to the client.
  • Identify and assist with implementation of tax planning and tax savings strategies.
  • Research and consult on complex tax matters.
  • Ability to manage and develop staff in a highly interactive team environment.
  • BS in Accounting required, Masters in Taxation or LLM is a plus
  • CPA required
  • Minimum of five (5) years of progressive experience in public accounting or corporate/public blend
  • Consolidated C-Corp, ASC 740, Partnership, S-Corp, Individual and/or multi-state experience
  • Proven engagement and staff management skills
  • Ability to manage and grow strong client relationships
  • Possess effective writing, communication and tax research skills
  • Experience with tax technology a plus

VP of Audit

Working with the Senior Vice President and General Auditor and the Corporate Audit Department’s (CAD) management team, this person will assist in providing overall direction to CAD and have specific responsibility for audits performed within the investment, retirement income security, financial reporting, and corporate operations of the Company.  In addition, along with CAD’s other Vice President, responsibilities will include developing strategic plans for CAD, addressing key business issues, ensuring that audit coverage is appropriately aligned with risks, and developing staff talent.

Primary Duties and Responsibilities

  • Lead and manage an audit team dedicated to the Company’s investment, retirement income security, financial reporting, and corporate operations
  • Provide direction to several teams conducting multiple concurrent audits of the Company’s operations and subsidiaries
  • Apply a thorough understanding of business risks, controls and audit techniques particularly relating to insurance investments and financial reporting
  • Develop conclusions on the quality of controls and opportunities to strengthen controls
  • Prepare written reports summarizing the results of audits
  • Review audit results with business management and prepare clear and concise audit reports 

Required Qualifications

  • Minimum of 15 years audit experience, including 10 years with investment audits
  • Bachelors degree in accounting or finance
  • Advanced degree or professional designation (i.e. MBA, CIA, CPA, CLU)
  • Proven leadership capabilities managing multiple teams in a matrix environment


VP of Finance

Our client is seeking an experienced, ambitious, strategic and highly analytical person to lead the strategic planning and financial analysis function for PRL’s global retail businesses.  These businesses are spread across nine separate global divisions and various shared service functions.


  • Responsible for driving the strategic business planning process and business performance analysis
  • Partnering with and proactively supporting departmental and divisional functions in all matters related to forecasting, budgeting and strategic planning and monthly/quarterly variance analysis
  • Interfacing with the corresponding divisional (geographically based), departmental, operational and FP&A organizations to coordinate and provide worldwide analytical and planning support for these areas
  • Developing departmental and divisional strategic plans and scorecard that includes delegated corporate priorities and objectives, departmental and divisional strategic operating and infrastructure priorities and objectives, and action plans to support them
  • Keeping fully-up-to date in departmental and divisional areas of expertise through contact with other organizations, associations considered “best in class”; fully understanding the linkage between the corporate and divisional strategic plan and excellence in functional areas
  • Monitoring, analyzing, and preparing reports on the financial performance of business units and departments against prior periods, forecasts and budgets
  • Analyzing, maintaining, and developing monthly forecasting and reporting tools
  • Ensuring standardization of procedures and analyses that sets/maintains standards for data integrity and fiscally sound decision making
  • Using internal and external market data to create business strategies.  This individual will possess the ability to find alternative business strategies when targeted goals are in danger
  • Developing models to act as a framework for the organization to follow strategic plans and objectives.  Working as a business partner to bring financial rigor to new ideas and review strategic decisions
  • Bringing Financial understanding to business decisions and alternatives by leveraging the use of tools to understand core business drivers in decision making


  • MBA and/or CPA preferred
  • Minimum 5-7 years management level experience within strategic planning and financial analyses departments
  • Significant retail experience