Cash and Payments Sales Specialist - Financial Institutions and Non-Bank Financial Institutions, VP BarclaysCash and Payments Sales Specialist - Financial Institutions and Non-Bank Financial Institutions, VPNew York, NYIn this role you will be highly collaborative, work closely with Corporate Bankers and Investment Bankers to engage Barclays’ clients and seamlessly integrate treasury products into broader relationship strategies. Collection and analysis of customer feedback on various products, services, and overall experience, to support the development of reports that communicate key findings to relevant stakeholders, to inform product development and sales strategies.
Global Member Service Training Specialist United Nations Federal Credit UnionGlobal Member Service Training SpecialistNew York, NY$80,070 / yearFull timeRegardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors. Responsible for performing training needs assessments, assisting with the design of material, delivering curriculum and learning materials, and managing all phases of training interventions.
Loan Servicing Specialist I - Member Experience United Nations Federal Credit UnionLoan Servicing Specialist I - Member ExperienceNew York, NY$62,290 / yearUphold UNFCU’s compliance with the Bank Secrecy Act and anti-money laundering policies and procedures, including: o Maintain awareness of and report suspicious activity o Complete all relevant BSA reports promptly and accurately (e.g., CTRs, SARs) o Complete annual BSA/AML/OFAC training. At least 2 years of experience in loan servicing or related roles, with hands-on knowledge of mortgage and consumer loan products, including secured/unsecured loans, auto loans, lines of credit, and credit cards.
NewBrand Content & Social Media Specialist United Nations Federal Credit UnionBrand Content & Social Media SpecialistQueens, New York$80,070–$100,080 / yearFull timeMonitor UNFCU social platforms to handle day-to-day community management, respond to follower interactions, escalate sensitive issues and member service requests to the appropriate business lines, and engage with like-minded brands to foster brand loyalty. Regardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors .
Electronic Funds Transfer Specialist United Nations Federal Credit UnionElectronic Funds Transfer SpecialistNew York, NY$55,130 / yearYou will process Automatic Clearing House (ACH) debits and credit origination instructions, post received ACH debits and credits, and associated exceptions in accordance with NACHA guidelines. Regardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors.
NewSenior Financial Services Litigation Attorney JobotSenior Financial Services Litigation AttorneyNew York, NYRemote$120,000–$170,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a Senior Attorney / Associate Attorney in our firm, we are able to offer: A competitive base salary based on years of experience--partner level can get more than what this ad states!
Credit & Collections Specialist JobotCredit & Collections SpecialistHoltsville, NY$24–$29 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As we continue to grow, we remain focused on fostering a collaborative, team-oriented culture where employees have the opportunity to learn, contribute, and build rewarding careers.
NewAccounting Specialist JobotAccounting SpecialistNew York, NY$55,000–$80,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Perform financial analysis, reporting and management activities to ensure that the company's financials are maintained in an accurate and timely manner.
Credit Collections Specialist JobotCredit Collections SpecialistHoltsville, NY$23–$30 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Periodic credit reviews of existing customers, and the assessment of the creditworthiness of potential customers, with the goal of optimizing the mix of company sales and bad debt losses.
AR Specialist Kforce Inc.AR SpecialistNew York, NY$30–$33Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
Property Adjuster Specialist - Field USAAProperty Adjuster Specialist - FieldNew York, NY$85,050–$130,410 / yearProactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages.
Marketing Specialist - Travel AAA Western and Central New York, IncMarketing Specialist - TravelWilliamsville, NYPartner with the marketing colleagues and agency partners to ensure branding and messaging resonates with intended audiences, to include editing and proofreading copy across multiple channels for grammar, clarity, and effectiveness. These are the people that help us create a loyal membership base that strengthens our mission—to be our members’ most trusted provider of high quality automotive, travel, insurance and other relevant products and services that offer safety, security, peace of mind, value and convenience.
Accounts Payable Specialist Vaco LLCAccounts Payable SpecialistLong Island City, NY$60,000–$70,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Our client is a privately held facilities services company that provides building maintenance, cleaning, and property support services to commercial, residential, corporate, and institutional clients across the New York metropolitan area.
NewManager or Senior Manager, Financial Services Valuation (NYM) KPMGManager or Senior Manager, Financial Services Valuation (NYM)New York, NY$120,745–$243,915 / yearResponsibilities: Manage and deliver valuation services related to a variety of financial assets and liabilities in the financial services industry (including banking, specialty lending, insurance, fintech, Insurtech, and asset management) including individual loans and portfolios of commercial real estate (CRE) loans, residential mortgages, commercial & industrial (C&I) loans, construction loans, auto loans, other consumer loans, specialty finance products, and more. Perform and/or review detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions; analyze and interpret large, complex loan-level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions.
Investment Product Specialist, Model Portfolios - Assistant Vice President / Vice President iCapitalInvestment Product Specialist, Model Portfolios - Assistant Vice President / Vice PresidentNew York, NY$155,000–$175,000 / yearPartner with internal iCapital teams (Nationals Accounts and Marketing) to deliver coordinated engagement plans, collaborating with home office partners (e.g., independent broker-dealers and enterprise platforms) to improve distribution effectiveness and advisor experience, including: Leverage available firm insights (e.g., segmentation, adoption trends, engagement indicators) to inform targeting, education, and follow-up plans. iCapital is looking to hire a Product Manager Assistant Vice President or Vice President professional to help manage its alternatives-focused model portfolios initiatives.
NewLead Specialist, IAM, Saviynt KPMGLead Specialist, IAM, SaviyntNew York, NY$114,095–$268,180 / yearStrong hands-on experience with IAM platforms such as Saviynt and CyberArk (preferred); additional experience with SailPoint, Ping, or Okta, along with proficiency in Python, PowerShell, Java, or JavaScript, and integration technologies (REST, SOAP, SAML, OAuth, OIDC, LDAP). If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
Tax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firmTax Director / Tax Partner – Financial Services (cpa firm) - HybridUniondale, NY$250,000–$500,000 / yearFull timeThe Tax Director / Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.
Accounts Receivable Specialist Vaco LLCAccounts Receivable SpecialistNew York, NY$28Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.
Audit Manager / Sr. Manager -= Financial Services (cpa firm) – Hybrid CPA firmAudit Manager / Sr. Manager -= Financial Services (cpa firm) – HybridNew York, NY$150,000–$225,000 / yearFull timeThe Audit Senior Manager will lead audit engagements for a diverse portfolio of financial services clients, including private equity, hedge funds, broker-dealers, and other investment firms.
NewAccounts Receivable Specialist AtriumAccounts Receivable SpecialistNew York, NY$33–$42 / hourThe Accounts Receivable Specialist will be responsible for managing day-to-day collections activities, cash applications, customer account reconciliations, and deduction management. Guided by our Applicant-Centric™ approach, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated.
Temporary Social Media & Content Specialist Page GroupTemporary Social Media & Content SpecialistNew York, NY$27–$33 / hourContractorA leading global law firm with a strong presence across North America, Europe, and Asia, this organization provides high-level legal services to major corporations, financial institutions, and private equity clients. This role focuses on creating and managing engaging content across various social media platforms to enhance brand visibility and online presence.
Change Order Management Specialist Page GroupChange Order Management SpecialistAmityville, NY$95,000–$115,000 / yearFull timeThe Change Order Management Specialist is responsible for tracking, documenting, and supporting the preparation and submission of change orders on construction projects. Collect, organize, and maintain supporting documentation, including RFIs, field reports, drawings, schedules, directives, photos, quotes, invoices, and correspondence.
M&A Tax Specialist Diedre Moire Corp.M&A Tax SpecialistNew York, NY$300,000–$400,000 / yearFull timeCONSIDERED EXPERIENCE INCLUDES: Tax Accountant Attorney Mergers Acquisitions Divestitures Equity Funds Tax JD CPA MBA Representations Warranties Insurance RWI Transactional Risk Insurance #DiedreMoire #JobSearch #JobHunt #JobOpening #Hiring #Job #Jobs #Careers #Employment #jobposting #InsuranceJobs. Shall: • Determine acceptability of Representations and Warranties Insurance and Transactional Risk Insurance options for Mergers and Acquisitions deals using high level financial risk analysis and negotiating with buyers and sellers.
Financial Services Professional NYL - Nassau GOFinancial Services ProfessionalUniondale, NYNew York Life's culture of innovation and its focus on long-term client success ensure you're not just part of a company but a community dedicated to doing good. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make a difference.
Sales Manager Financial Services NYL - Nassau GOSales Manager Financial ServicesUniondale, NYJoin us at New York Life, where we're committed to empowering our Sales Managers to lead with confidence and make a significant impact in the financial services industry. Monitor and report on sales performance, using data-driven insights to make informed decisions and adjustments as needed.
Onboarding Coordinator ECLAROOnboarding CoordinatorNew York, NY$1 / hourThis is more than just an administrative support role, it's an opportunity to learn how HR operations function at scale while contributing ideas that improve efficiency, simplify workflows, and enhance the employee experience. In this role, you'll help support the processes and programs that power the employee experience across onboarding, learning, talent initiatives, and day-to-day operations.
VP - End User Technology and Experience New York Life Insurance CompanyVP - End User Technology and ExperienceNew York, NY$230,000–$275,000 / yearDevelop and execute a holistic strategy for modern workplace technology—including endpoint management, unified communications, collaboration tools, AV infrastructure, and workplace automation tools leveraging RAG and Agentic AI Technologies. Architect of future state technology servicing building autonomous technology support services with technologies such as Moveworks, Nexthink, custom developed AI driven experiences.
Managing Director, Venture & Growth Stage Lending StifelManaging Director, Venture & Growth Stage LendingNew York, NYThis role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
CUNY LEADS Advisor (Student LEADS Support Specialist) LaGuardia Community CollegeCUNY LEADS Advisor (Student LEADS Support Specialist)Queens, NY$57,252–$82,663 / yearFull timeLaGuardia ranked fifth among U.S. community colleges in economic mobility – moving low-income students into the middle class and beyond – in studies by Stanford University (2017) and the Brookings Institution (2020). Under the supervision of the Director of the Office of Accessibility, the successful candidate will be responsible for the following in addition to the overview duties: Assists with planning and providing a comprehensive program of services for students with disabilities.
Financial Crimes Blockchain Analytics Risk Associate, (Financial Services Specialist 4 (Financial Crimes Risk), SG-27) New York State Thruway AuthorityFinancial Crimes Blockchain Analytics Risk Associate, (Financial Services Specialist 4 (Financial Crimes Risk), SG-27)Albany, NY$106,898–$131,665 / yearMaintains a good understanding of the BSA/AML and OFAC Sanctions laws, regulations, guidance, and best practices, relevant to transaction monitoring, suspicious activity reporting, money laundering typologies and investigative techniques required to detect illicit activity and identify sanctions evasion within the virtual currency space. Monitors and performs provenance tracing of on-chain transactions attributed to DFS applicant/licensee exposure to money laundering, terrorist financing, sanctioned jurisdictions/individuals/entities and other predicate crimes and high-risk services.
Financial Specialist Qureos IncFinancial SpecialistNew York, New York$35–$39 / hourThe successful candidate will play a crucial role in managing the organisation's financial health, supporting our strategic goals through meticulous analysis, reporting, and financial modelling. * Preparing and presenting comprehensive financial reports, including monthly and quarterly statements, for senior management.
Senior Financial Specialist Regulated Entities - Finance & Administration Bloomberg LPSenior Financial Specialist Regulated Entities - Finance & AdministrationNew York, NY$155,000–$205,000 / yearCollaborate effectively with technical teams including Controllers, Accounting Policy, Tax and Treasury to ensure technical issues affecting the business are raised, communicated, and mitigated. Engage Finance Directors' to support developing financial models, performing due diligence, creating business plans, and providing decision support to management for strategic initiatives and business expansion.
Financial Specialist U.S. Department of JusticeFinancial SpecialistNY$52,727–$82,938 / yearIf you are claiming 10-point veterans preference based on service-connected disability, in addition to the DD214 or certification requirements (see above bullet), you must also submit an SF-15 Application for 10-point Veterans Preference, plus the proof of entitlement of this preference which is normally an official statement, dated 1991 or later, from the Department of Veterans Affairs certifying to the present existence of the service-connected disability and indicating the percentage of your disability. FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university.
Inventory Financial Specialist Regional Food Bank of Northeastern NYInventory Financial SpecialistAlbany, NYFull timePosition Summary: The Inventory Financial Specialist is responsible for managing and analyzing inventory financial data to ensure accuracy and efficiency in inventory management. Internal Controls: Adheres to internal reporting procedures to safeguard organizational assets and ensures accurate financial reporting.
Senior Financial Specialist, Regulated Entities - Finance & Administration BloombergSenior Financial Specialist, Regulated Entities - Finance & AdministrationNew York, NY$155,000–$205,000 / yearCollaborate effectively with technical teams including Controllers, Accounting Policy, Tax and Treasury to ensure technical issues affecting the business are raised, communicated, and mitigated. • Engage Finance Directors’ to support developing financial models, performing due diligence, creating business plans, and providing decision support to management for strategic initiatives and business expansion.
Grant Financial Specialist II Compassion InternationalGrant Financial Specialist IIColumbia, District of ColumbiaRemoteMonitor financials to address any financial discrepancies or compliance issues and coordinates with partner teams and field accounting staff to ensure that procured goods are tracked, documented, utilized, and dispositioned at the end of grants according to donor requirements and organizational policies. Participate in core financial activities across assigned grants, preparing donor‑compliant financial reports, conducting budget variance analysis, and supporting financial aspects of project implementation.
Student Financial Services Specialist Barnard CollegeStudent Financial Services SpecialistNew York City, NY$70,000–$75,000 / yearServe as a point person for HEOP/CSTEP Programs: Determine eligibility for prospective HEOP students during Early Decision (ED) and Regular Decision (RD) cycles; provide support and counseling to all assigned HEOP and CSTEP students, and assist the OP Office as needed. The position ensures compliance with federal, state, and institutional policies, delivers high-quality customer service and assists in piloting emerging service technologies, including AI-driven solutions, to continuously improve service delivery and response times.
Financial Modeling Specialist Career Launch AIFinancial Modeling SpecialistNew York, NY$100,000–$150,000A leading investment bank, private equity firm, corporate finance team, or strategic advisory group may seek a Financial Modeling Specialist to support complex financial analyses across transactions, strategic planning, capital allocation, and performance forecasting. This role is ideal for candidates who excel in building robust financial models , translating assumptions into insights, and supporting senior professionals with data-driven decision-making across M&A, capital markets, and corporate strategy initiatives.
Virtual Currency Senior Analyst (Financial Services Specialist 2 (Compliance), SG-23) New York State Thruway AuthorityVirtual Currency Senior Analyst (Financial Services Specialist 2 (Compliance), SG-23)New York, NY$86,681–$109,650 / yearDuties will include, but not be limited to, some or all of the following: Maintains a thorough understanding of the business models of assigned BitLicensees (BTLs)/Trust Companies (LPTCs) and identifies and assesses relevant current and emerging risks; Conducts risk-based assessments of BTLs'/LPTCs' governance, compliance, and internal audit controls; BSA/AML program; operational, regulatory and legal risks and controls; risk management program; financial condition; etc; Leads periodic meetings, ad hoc supervisory engagements and some examinations (e.g. The preferred candidate will have knowledge of Virtual Currency and relevant business models, as well as experience in one or more of the following: Bank Secrecy Act/Anti-money Laundering (BSA/AML), Office of Foreign Assets Control (OFAC), and related laws, regulations, and best practices; Cybersecurity laws, regulations, and issues; Trust company operations; Virtual Currency and relevant business model; Governance / internal controls; Internal Audit; Financial analysis; Accounting; and.
Financial Services Specialist - Smithtown Teachers Federal Credit UnionFinancial Services Specialist - SmithtownSmithtown, NY$25.30–$30.35 / hourManage the work of platform staff, implement work schedules, open/close the branch, respond to alarms, inventory gift cards, official checks, debit cards and branch supplies, and advise the Manager of the need to reorder. Job Responsibilities: Build and strengthen member relationships at the assigned branch by greeting members in a courteous and professional manner, provide superior member service and respond to their questions accurately and efficiently.
Financial Services Specialist - Farmingville Teachers Federal Credit UnionFinancial Services Specialist - FarmingvilleFarmingville, NY$25.30–$30.35 / hourManage the work of platform staff, implement work schedules, open/close the branch, respond to alarms, inventory gift cards, official checks, debit cards and branch supplies, and advise the Manager of the need to reorder. Job Responsibilities: Build and strengthen member relationships at the assigned branch by greeting members in a courteous and professional manner, provide superior member service and respond to their questions accurately and efficiently.
Director, Lakebase Sales Specialist- Financial Services Databricks IncDirector, Lakebase Sales Specialist- Financial ServicesNew York City, NY$215,200–$295,900 / yearIn this role, you will manage a team of specialists partnering directly with Account Executives, Solution Architects, and regional Sales Leadership to help customers modernize legacy databases, simplify application architectures, and operationalize AI in production systems. We are looking for a highly strategic and execution-oriented Director, Lakebase Sales Specialists, to lead a regional team of specialists responsible for growing the Databricks Lakebase business.
Private Credit Market Specialist - Financial Solutions Bloomberg LPPrivate Credit Market Specialist - Financial SolutionsNY$185,000–$275,000 / yearWe'll trust you to: Apply your strong market experience, detailed knowledge of industry trends and demonstrated technical skills to assist in generating revenue for our terminal business and suite of Enterprise solutions - Act in an advisory capacity to our clients concerning the challenges that they face, and how they can use our products and technology to address them. Our team not only heightens our user base's experience and impacts sales revenue, but it also plays a vital role in improving the knowledge of our sales force and is a dedicated source of client feedback for our product development teams.
Client Services Specialist - Financial Services All Financial FreedomClient Services Specialist - Financial ServicesTuxedo Park, GA$70,000–$75,000The Client Services Specialist supports client-facing operations by coordinating education sessions, managing communication, and assisting with onboarding processes. Client services senior services operations or leadership.
Tech Sales Specialist Sellside & Majors - Enterprise Data Sales Bloomberg Financial Solutions Bloomberg LPTech Sales Specialist Sellside & Majors - Enterprise Data Sales Bloomberg Financial SolutionsNY$185,000–$250,000 / yearWe are looking for someone to join the Real-time Solution Sales team, responsible for sales of Real-Time services that include data feeds, workflow automation, microservices, including flagship product like Server API, B-Pipe, over Platform B-Pipe with Services Distribution solutions, sales, and Event-Driven Trading feeds. Work in collaboration with the Enterprise Data salespeople and Services Delivery Teams to identify and manage new Real-Time Solutions sales opportunities until close, as well as identify and expand usage and revenue of existing real-time technology solutions within existing accounts.
Financial Planning, Analysis, & Reporting Specialist III Rochester Institute of TechnologyFinancial Planning, Analysis, & Reporting Specialist IIIRochester, New YorkCompletes and evaluates complex reconciliations and analysis of financial accounts, including operating, capital, special, discretionary, start-up, internal grants, and overhead project accounts to ensure transactions are accurate and in compliance with applicable institution policies and other regulatory requirements. Rochester Institute of Technology considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer.
Equity Index Solutions Specialist Enterprise Sales - Financial Solutions Bloomberg LPEquity Index Solutions Specialist Enterprise Sales - Financial SolutionsNY$155,000–$180,000 / yearYou'll be at the forefront of Bloomberg's expanding equity index business, focusing on the West Coast region in San Francisco, playing a pivotal role in shaping our product strategy and delivering meaningful solutions to leading financial institutions. We offer an array of services to clients interested in custom index development, investable index products designed to offer access to systematic strategies, index administration and calculation agent services.
Equity Index Solutions Specialist, Enterprise Sales - Financial Solutions BloombergEquity Index Solutions Specialist, Enterprise Sales - Financial SolutionsNew York, NY$145,000–$235,000 / yearWe offer an array of services to clients interested in custom index development, investable index products designed to offer access to systematic strategies, index administration and calculation agent services. You'll be at the forefront of Bloomberg’s expanding equity index business, playing a pivotal role in shaping our product strategy and delivering meaningful solutions to leading financial institutions.
CFO Valuation Specialist - Global Markets and International Finance Bank of AmericaCFO Valuation Specialist - Global Markets and International FinanceNew YorkConducts technical analysis of existing methodology development, VC execution, reporting, and governance processes, identifying areas of improvement for VC areas in scope including Independent Price Verification (IPV), IPV & Fair Value Hierarchy Classification, Fair Value Adjustments, Valuation Uncertainty metrics and Prudent Valuation Adjustments. Collaborates with Traders, Market Risk, Model Risk Management, Front Office Quants, Product Controllers, and senior managers on valuation related matters while communicating complex valuation matters to senior management, Auditors, and Regulators.