Kingston, NY

Finance Jobs in Kingston, NY

3 jobs found

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1mo ago

Registered Representative Financial Services

ULSTER FINANCIAL GROUP INC Kingston, NY

Kingston, NY

1mo ago Closed

$31k - $100k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Aug 18, 2026).

Job Description

This hybrid remote position is based in Kingston, New York, with Ulster Savings Bank, part of Ulster Financial Group. The role centers on advising clients and delivering a range of financial products, including mutual funds, annuities, fee-based offerings, stocks, bonds, and life insurance, while analyzing income, assets, investments, and debts to tailor solutions that meet individual needs and drive commissions. The salary range for this role runs from $31,200 to $100,000 per year.

Responsibilities

Collect and evaluate a client’s income, assets, investments, and liabilities to determine the best-fitting financial products in line with their circumstances.
Promote and service the bank and its subsidiaries’ financial products and services.
Achieve a minimum of $250,000 in annual gross commissions.
Build and maintain productive working relationships with branch managers and staff.
Lead product and referral training during Branch HOOPLA Meetings.
Maintain a professional demeanor in all customer interactions.
Develop and service your book of business, scheduling at least 20 new appointments each week and continually generating new and assigned lead streams both inside and outside the institution.
Keep the Financial Services Officer informed of customer issues and potential situations.
Identify opportunities to cross-sell bank products and services to new and existing clients.
Continuously prospect to create new lead streams within and beyond the organization.
Drive financial performance through revenue growth, goal attainment, and strong customer service.
Meet a monthly cross-selling goal of at least one referral.

Requirements

Licenses: Series 6, Series 7, Series 63, Series 65, and Life Insurance License are required; Cetera background check is required.
Excellent written and verbal communication skills.
Proficient computer knowledge.
Strong interpersonal and organizational abilities.
Ability to travel and work independently.
Capable of analyzing data and applying discretion in decisions affecting the Bank and its subsidiaries.
Ability to promote the Bank’s financial products and advise on suitable solutions for clients’ needs.
Minimum of 2 years of experience.
Bi-lingual skills are a plus.

Benefits

Paid time off
Paid holidays
Medical insurance
Dental insurance
Vision insurance
Matching 401(k) plan
Educational assistance

Marginal Duties and Responsibilities

Conduct educational seminars.
Any other duties as assigned by management.

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3mo ago

Director of Finance

Cyber Guardian Consulting Group, LLC. Kingston, NY

Kingston, NY

3mo ago Closed

$50k - $70k/yr Full time Finance Director Accounting Accounting Software

This position is no longer accepting applications (closed Jul 2, 2026).

Job Description

Location: Kingston, NY 12401 onsite • Salary: USD 50,000 - 70,000 per year • Job Type: Full-time • Relocation required prior to start

Cyber Guardian Consulting Group, LLC is seeking a strategic finance leader to anchor the company’s financial function in Kingston, NY. This on-site role offers a clear path to influence financial strategy, reporting, budgeting, and controls while supporting growth toward a billion-dollar enterprise. The position comes with a competitive salary, comprehensive health benefits including vision and dental coverage, professional development support, and a culture that values integrity, cross-functional collaboration, and scalable processes.

Responsibilities

Develop and implement a financial strategy aligned with overall business objectives and growth goals.
Provide advisory support to the CEO and executive team on financial risks, opportunities, and strategic implications.
Lead long-range planning, scenario modeling, and capital allocation decisions.
Oversee monthly, quarterly, and annual financial statements and management reporting.
Translate financial data into clear insights for leadership, clients, and stakeholders.
Analyze trends, variances, and KPIs to surface the most impactful factors driving performance.
Own the annual budget and rolling forecast cycles.
Build financial models supporting pricing, strategic initiatives, and capital decisions.
Monitor cash flow, liquidity, and working capital management.
Oversee accounts payable, accounts receivable, payroll, general ledger, and reconciliations.
Ensure timely and accurate month-end and year-end close processes.
Establish and enforce accounting policies, internal controls, and audit-ready records.
Maintain compliance with GAAP, tax regulations, and reporting requirements.
Manage relationships with external CPAs, auditors, and tax advisors; lead the annual audit.
Identify and mitigate financial, operational, and compliance risks.
Build, lead, and mentor the finance and accounting team; set performance standards and develop talent.
Foster strong relationships with clients and internal departments; seek opportunities to improve service delivery.
Optimize the finance technology stack, including ERP, accounting, FP&A, and payroll systems.
Drive automation and process improvements that scale with the business.
Stay current on accounting standards, tax law, and finance best practices.
Partner with Operations, HR, Sales, and leadership on planning, budgeting, and resource allocation.
Provide financial guidance on hiring, vendor contracts, and capital expenditures.
Support onboarding of new clients and coordinate handoffs across bookkeeping, accounting, and tax.

Requirements

Bachelor's degree in Accounting, Finance, or related field; CPA, CMA, or MBA preferred.
7+ years of progressive finance and accounting experience, including 3+ in a leadership role.
Deep expertise in full-cycle accounting, financial reporting, FP&A, and internal controls.
Strong working knowledge of GAAP and applicable tax regulations.
Proven track record building and developing finance teams.
Advanced proficiency with accounting/ERP systems (QuickBooks, Xero, Sage, NetSuite, or similar) and financial modeling in Excel.
Exceptional communication skills; able to explain financial information clearly to non-financial audiences.
Strong analytical thinking, business acumen, and ability to balance strategy with operational detail.
High integrity and sound judgment with confidential information.

Technologies

QuickBooks
Xero
Sage
NetSuite

Benefits

100% Healthcare Coverage with Vision & Dental
Copay Reimbursement
Life Insurance
Cryogenic Therapy sessions
Health Services Discounts, including on-site wellness workshops, webinars, and flu shots
Paid Time Off
Two Paid Personal Days
Weekly Lunch and Bi-Monthly Dinners
Unlimited Snacks, Exotic Coffee, and Premium Flavored Water
DoorDash credits
Bi-Monthly Video Game Tournaments
Gold Bar Program
Interest Rate Reduction – 200 Basis Point Reduction
Discounts on national and local brands, including up to 45% off movie tickets, theme parks, concerts, Broadway shows, car rentals, hotels, and more
Apple Employee Purchase Program
Professional Development Assistance
Life Assistance Program for confidential support on personal and professional issues
Pet Insurance and Pet Life Insurance
Dental, Health, and Vision Insurance

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5mo ago

Business Banking Relationship Manager, Ulster, Sullivan and Orange Counties

M&T Bank Kingston, NY Hybrid

Kingston, NY

5mo ago Closed

$94k - $157k/yr Full time Manager Banking Business

This position is no longer accepting applications (closed Apr 30, 2026).

Job Description

This hybrid remote role based in Kingston, NY supports a portfolio of small business loan and deposit relationships at M&T Bank, with a salary range of USD 94,400 to 157,400 per year.

Overview

This position manages a defined portfolio of loan and deposit relationships with small business clients, pursuing new business, evaluating risk, and making credit decisions while servicing existing clients through the bank's relationship management program. The role collaborates with branch partners to market to business customers and cross-sell the bank's broader product suite.

Responsibilities

Cultivate new business relationships with prospects while servicing the current commercial client base; meet performance targets set by management.
Partner with branch teams to optimize sales to business customers and cross-sell bank products; develop a network with accountants, attorneys, and other centers of influence.
Assess credit data and loan requests to determine appropriate loan structures that balance risk and revenue; negotiate with underwriters and clients to optimize outcomes.
Meet revenue targets ranging from $150 million to $400 million.
Generate loan production between $4 million and $8 million.
Produce deposit balances between $400 million and $2 million.
Oversee a loan portfolio valued at $7.5 million to $20 million.
Manage approximately 15 to 40 relationship-managed clients.
Engage in all business banking and retail sales sprints; achieve call targets and product sales goals such as cash management and Visa Merchant services; participate in civic and cultural programs; apply prescribed selling techniques to maximize opportunities.

Requirements

Bachelor's degree required.
Minimum four years of related sales or banking experience, or an equivalent combination.
Proficiency with personal computers and department software.
Ability to read and interpret financial statements and tax returns.
Solid credit analysis skills to evaluate loan requests.
Strong knowledge of Cash Management, Merchant Services, and Trade Services offerings for business banking clients, with the ability to identify sales opportunities within these product lines.
Excellent interpersonal and presentation skills.

Scope of Responsibilities

Demonstrated ability to sell effectively to prospects and existing clients while retaining relationships.
Collaborate closely with internal contacts to service clients and ensure seamless delivery of bank services.

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Finance Jobs in Kingston, NY

Registered Representative Financial Services

Director of Finance

Business Banking Relationship Manager, Ulster, Sullivan and Orange Counties

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