Daley And Associates, LLC

Lead day-to-day accounting operations including month-end close, payroll, vendor management, and mentoring accounting staff. | Bachelor’s degree in Accounting or Finance, CPA certification, 5+ years accounting experience in SaaS, and 2+ years management experience. | Accounting Manager - Fully Remote - Must be based in MA/RI/NH - Base up to $150K We’re looking for an Accounting Manager who thrives in a fast-paced, high-growth SaaS environment. This role is all about leading the day-to-day accounting operations, from month-end close to payroll and vendor management, while also coaching and developing two talented team members. You’ll partner closely with leadership, improve processes, and make sure our financial reporting is both timely and reliable. This role is fully remote, but you must be located in MA/RI/NH to be eligible to apply! Responsibilities: • Lead the month-end close process, including journal entries, reconciliations, and variance analysis. • Review and guide the work of staff accountants, providing mentorship and feedback. • Oversee payroll, accounts payable, cash management, and vendor relationships. • Collaborate with internal teams and support external audits. • Ensure compliance with tax regulations and filings. • Strong knowledge of U.S. GAAP & ASC 606, 842, 805, and 718. Qualifications: • Bachelor’s degree in Accounting or Finance, CPA required. • 5+ years of accounting experience in SaaS industry, and 2+ years of management experience preferred. • Previous experience in public accounting highly desired. Contact Erin at esullivan@daleyaa.com to apply today!

Lead sales efforts to expand client base in Texas by developing relationships with institutional investors and delivering tailored presentations of research solutions. | 7+ years sales experience with institutional investors, strong communication and relationship-building skills, and a bachelor's degree. | Remote Research Sales Director - Texas Territory - Investment Research Our team is working with a leading investment research firm looking to hire a Research Sales Director to lead their Texas region. The Research Sales Director will be responsible for expanding the firm's client base across Hedge Funds, Institutional Asset Managers, Wealth Managers, and Family Offices. This individual will play a key role in introducing the firm's leading forensic accounting research, analytics, and advisory services to prospective clients, while collaborating with internal teams to drive growth and strengthen client relationships. This role is a full time remote position, within the state of Texas, that will offer up to $165K base, bonus & strong benefits. Responsibilities: • Identify and develop new business opportunities with Hedge Funds, Institutional Asset Managers, Wealth Managers, and Family Offices. • Build and maintain strong relationships with senior-level contacts (Analysts through Portfolio Managers). • Deliver tailored presentations and articulate the value of the firm’s research solutions to address client challenges. • Collaborate closely with Research, Sales, and Account Management teams to support client retention and expansion. • Lead proactive outreach efforts including in-person meetings, calls, and digital engagement. • Promote research and thought leadership, including daily reports and events. • Consistently meet or exceed sales targets within the assigned territory. Desired Skills & Experience: • Bachelor’s degree required. • 7+ years of proven sales success, ideally selling information services or solutions to institutional investors. • Strong ability to develop relationships with senior decision-makers. • Self-motivated, with the ability to work independently and collaboratively. • Interest in financial research, investment analysis, and accounting principles. • Excellent communication and presentation skills, with the ability to simplify complex ideas. • Demonstrated track record of achieving sales goals, professionalism, and client service. If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at vkulturides@daleyaa.com

Manage property operations including tenant relations, lease understanding, facilities management, and travel to multiple locations 2-3 days per week. | 3-5 years commercial real estate property management experience, strong lease and facilities knowledge, excellent communication and customer service skills, and willingness to travel regionally. | Property Manager Our Client, a well established commercial real estate firm in Greater Boston is looking for a dedicated and energetic Property Manager to be an integral part of their team. This Position will require travel 2-3 days a week throughout MA, NH, and ME and is remote when not traveling. This candidate must be based in MA, NH, or ME. Why Work for our Client? • Competitive Compensation • Excellent Benefits • Flexible Schedule • Top Notch Leadership Team Qualifications: • Bachelor's Degree Preferred but not required • 3-5 years of Commercial Real Estate Experience as a Property Manager, preferably in retail or industrial • Strong Understanding of Lease agreements and facilities management • Strong Customer Service Skills dealing with tenants • Excellent Communication and interpersonal skills • Positive "Can Do" Attitude • Willing to travel throughout MA, NH, ME 2-3 days/week Interested parties please send your resume to Martin Metz at mmetz@daleyaa.com and/or contact him at 617.832.2048

Originate and close large-ticket equipment leases and loans with private equity firms, build sponsor relationships, partner with investment teams, and represent the firm at industry events. | 10+ years in investment banking or related finance fields, established Midwestern private equity relationships, strong executive communication skills, and a bachelor's degree. | Vice President / Director – Sponsor Coverage (Fully Remote) A fast-growing private credit firm, based in Boston, is seeking a proven business development professional to drive sponsor coverage in the Midwest. In this role, you will be responsible for building strong private equity relationships, and collaborating with portfolio companies to deliver tailored financing solutions. What You’ll Do: • Originate and close large-ticket equipment leases and loans with private equity firms and portfolio companies • Build and expand sponsor relationships across the Midwest • Partner with investment teams to evaluate, structure, and execute transactions • Represent the firm at industry events and drive meaningful deal flow What We’re Looking For: • 10+ years’ experience in investment banking, leveraged finance, sponsor finance, or equipment finance • Established relationships with Midwestern private equity sponsors • Strong communication and presentation skills with senior executives • Bachelor’s degree in business or related field; advanced degree or CFA a plus This is a high-impact opportunity to shape growth in a fast-paced, entrepreneurial environment. IND2