requests and creating accounting system entries using appropriate procedures and accounting principles. Ensures a high degree of accuracy and exceptional service. Serves as a knowledge and technical resource to other team members with regard to accounting processes in assigned area.
Essential Functions: Accounting: Completes accounting transactions accurately and timely. Analyzes and creates accounting system entries using the appropriate procedures and accounting principles. Financial Operations Support: Provides technical support for Compeer Financial team members and/or vendors regarding issues with assigned accounting function (loan/lease, or GL clearing account transactions), in
accordance with department and organizational policies and procedures. Responds to and resolves complex issues and situations. Works closely with other team members to ensure the issue is completely resolved in an accurate and timely manner so as to minimize potential client concerns.
Assists other team members in resolving problems and issues. Reporting: Identifies trends and/or interprets the report information. Creates various spreadsheets for data input and calculations and processes corresponding macros, when necessary. Department Support: Verifies the entries of self and input of other team members to ensure the accuracy of the accounting system database. Creates various documents,
forms, processes and/or procedures. May assist in department mailings.
May author department information on the Compeer Financial Intranet site. Looks for and recommends process improvement and efficiencies within the department and Compeer Financial. Documents department policies, procedures & processes. Minimum Qualifications & Required Knowledge, Skills and Abilities: Bachelor's degree in accounting, finance or related field; or equivalent. Minimum of 3 years related work experience required, preferably in the financial services industry. Advanced knowledge of accounting principles. Strong, proven interpersonal, communication, client service and team skills.
A high degree of accuracy, strong attention to detail, strong analytical skills, ability to problem solve, ability to meet deadlines, and ability to work independently required. Intermediate computer skills including MS Office applications (Word, Excel, Access, Outlook, etc. ) and other related accounting and/or reporting writing software applications. Leadership skills and abilities preferred. Who is Compeer Financial? Compeer Financial exists to champion the hopes and dreams of rural America. By joining our team, you will help empower those in agriculture and rural communities to achieve their goals and expand their possibilities.
We embrace business agility and innovative approaches to serving our clients and communities. Why join our team? Amazing team members who are passionate about serving agriculture and rural America. Investment in our team members' education, growth and development. Engagement in our communities through giving back and volunteerism. Flexible, collaborative and dynamic work environment. Great benefits: Medical, Dental, Vision insurance 401K (3% Compeer contribution & up to an additional 6% match) Paid time off (vacation, sick leave, holidays, volunteer time)Find out why our team members choose Compeer Financial by watching this video.
How do I apply? Qualified candidates, please apply online at /careers. Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, national origin, disability status, protected veteran status, or any other characteristic protected by law.
mentoring and coaching? Looking for an opportunity to learn more about the industry, gain direct management experience, and work closely with an iconic brand? -In this role, you will support and motivate Team Leads to make sure they're on track to meet goals and motivate their teams.
You will work to answer associate questions, resolve issues, provide feedback and know when to escalate to the next level of support. You're an instrumental part in creating and maintaining a positive work environment for your team, ensuring we meet client requests and needs and acknowledge a job well done. For this New York, New York, United States-based position, the expected base salary is $93,151 -$103,502
You'll report to the -Finance Manager. -We're looking for an experienced leader to Act as one, as you will encourage and motivate you team to resolve issues, accomplish goals and influence their career mobility.
During a Typical Day, You'll Mentor and manage direct reports to ensure achievement of company and client goals while addressing employee related issues and coordinating training on new or revised information relating to services, products or processes of projects Utilize time management and organizational skills to help support team on their multiple, complex, on-going tasks and projects Integrate best business practices and generally accepted financial principles, theories,
and concepts to develop forecasting models as well as monitor results that compare actual results to the forecasting models.
Generate financial management reports, models, and analysis from a variety of internal sources and develop presentations of data in multiple formats including models, narratives, spreadsheets, and graphical reports sufficient for executive decision making and organizational backssment. Maintain regular processes and procedures meant to ensure the integrity and integration of budgetary information. Develop solutions to issues or complex problems -What You Bring to the Role Associate degree, technical school or equivalent work experience 1 years' experience in financial analysis, corporate budgets and in-depth forecasting/planning.
Knowledge of the Microsoft suite (especially Excel (can maintain complex spreadsheets) and Power Point) Reporting and analysis experience, adept with large datasets and comfortable with statistics and modeling Continuously promote a performance-driven culture and always work towards reaching for amazing Engage and support your team in making sure they have the proper tools and systems to accomplish day-to-day tasks Consistently mentor and inspire others Customer focused mindset Computer knowledge What You Can Expect - Supportive of your career and professional development An inclusive culture and community minded organization where giving back is encouraged A global team of curious lifelong learners guided by our company values Ask us about our paid time off (PTO) and wellness and healthcare benefits And yes.
a great compensation package and performance bonus opportunities, benefits you'd expect and maybe a few that would pleasantly surprise you (like tuition reimbursement)Visit - -for more information. About TTEC -Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology.
On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you. TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, or status as a protected veteran.
TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way. #LI-(Onsite-Malta)
maintains. Client Details Real estate development firm with a large portfolio across the US. The firm has experienced tremendous growth despite overall challenging market conditions. This is an exciting time to join this company! Description Our client has continued to grow their multifamily housing development portfolio and is looking for a talented Analyst to perform detailed financial analysis and modeling for existing projects as well as future development opportunities.
The Analyst will be responsible for analysis, underwriting, performing due diligence, market research, and assisting the Development Director with capital markets activities. Other responsibilities: Maintain and run
financial models including waterfalls on existing assets and/or new development projects Create sophisticated analyses for tracking and reviewing returns and performance on projects Consolidate, analyze and model financial data including budget analysis and income statement forecasting.
Update and complete various investor reports, including financial snapshots and qualitative summaries Modeling and analyzing financial data regarding refinancing, acquisitions and/or disposition of investments Prepare and present reporting to executives and committees This position will support a number of senior level development leaders - great opportunity to learn from skilled mentors! Profile The ideal
candidate must have the following: 1-3 years experience in Real Estate, Finance, or Investments with exceptional Excel modeling skills, waterfalls a plus Undergraduate degree with high GPA (3.5 plus) Skilled communicator- written and verbal Strong analytical skills and the ability to distill large amounts of unstructured/structured data into concise, actionable insights Must be able to juggle multiple tasks at once with strict deadlines Job Offer My client offers the following benefit package: Competitive base salary + bonus ranging from $65000 to $75,000 depending on experience/level.
PTO and company holidays Health care coverage MPI does not discriminate on the basis of race, color, religion, interaction, interactionual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law.
MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
returns with accuracy and technical compliance for business, individuals and trusts Recognize and research tax issues Work closely with Partners, Managers and staff on client management Develop and maintain client relationships Other related duties as assigned Qualifications: Bachelor's degree in accounting Thorough knowledge of accounting principles and professional standards CPA (or actively working toward passing the Uniform Certified Public Accountant Examination) 3+ years of experience in public accounting Ability to organize, prioritize and manage multiple engagements Strong interpersonal skills fostering client and staff relationships Excellent written and verbal communication skills Strong
technical skills pertaining to tax preparation, review and tax compliance Experience with Quick Books and Ultratax Software a plus For consideration, please apply or submit your resume to Jordan with gpac at xyz X@.
All qualified applicants will receive consideration without regard to race, age, color, interaction (including pregnancy), religion, national origin, disability, interactionual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
to take the next step in your career, apply now! Responsibilities: • Work closely with borrowers, loan officers, title companies/attorneys, or insurance companies to gather and prepare all documents needed to satisfy underwriting requirements• Maintain and build relationships through networking and prospecting with bankers, realtors, builders, and your community to attract new business• Maintain an active rolling pipeline of funding per our guidelines• Oversee all customer interactions and ensure a smooth transaction by interfacing with realtors, processors, and underwriters• Communicate a thorough understanding of different loan programs and closing costs to help prospective buyers make a decision
Qualifications: • Current NMLS State License or Federal NMLS Registration• Bachelor’s degree from a four year college or university required in banking, business, real estate, or a related field• Previous experience with Office Suite and loan originating software such as Experian, Calyx, or Lending Wise preferred • Exceptional decision-making ability, superior written and verbal communication skills, and superb interpersonal and customer service skills required• Familiarity with multiple types of loans such as conventional, fixed/ adjustable, FHA, VA, USDA, bridge, non-conforming, FNMA and FHLMC, and Home Equity Lines of Credit Compensation: 100,000+ About Company: The Strata Group is a forward-thinking
real estate team motivated by results and inspired by its people.
We prioritize our agents as well as our homeowners. We know our people make the magic, and our customers deserve the very best. By doing everything we can to make what's good for us, good for our agents and their customers, we've built a business that operates like a family. The result? Motivated agents and delighted homeowners. Consistent growth has contributed to our reputation as an innovative, responsive, and fully engaged team. We prioritize our agents by investing in their future, providing them with the tools they need to feel equipped to lead. Strata is dedicated to creating value that raises the industry standard.
Our collaborative spirit & relentless pursuit of growth will allow us to achieve our goals. We are committed to enriching the lives of those we serve. We will succeed because we refuse to let our clients fail.
of projects as it relates to AIA invoicing, insurance compliance and A/R follow up. • Investigating variances and ensuring that project billings are issued to customers and payments collected. • Tactful in communicating with clients when discussing and or resolving accounting related issues• Maintain detailed knowledge of cost related to projects including revenue, profit and cash flow• Review contracts or contract material to understand the financial attributes of the project including, but not limited to the contract value, billing schedule, cost estimate and related details• Provide weekly AR and Project Closeout updates to supervisor• Remain involved with Project Manager to ensure direction
and support• Ensure existing Project Accounting and all Company Policies and Procedures are effectively communicated and enforced• Actively monitor projects from a risk management perspective and elevate as needed• Learn third party customer billing systems for uploading invoices and COI as needed.
Education and/or Work Experience Requirements: Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers Strong billing knowledge with an understanding of percentage of completion, AIA and Certificates of Insurance Ability to work productively with multiple project managers and assistant project managerinteractioncellent
computer proficiency (MS Office – Word, Excel, and Outlook).
ERP system experience a plus Equivalent work experience required, Bachelor's Degree a plus2+ years Construction project related experience desired Benefits are highly competitive including 80% paid Health, Dental and Vision, Profit Sharing, HSA, 401 K with 4% match and more! Powered by Jazz HR
copy of Turbo Tax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office. What you'll bring Who You Are: As a Tax Associate, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
If you have obtained an Intuit Academy Level 1 badge, you are eligible with 1+ year of recent experience with 30 or more paid tax returns. You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them
to prepare their taxes. You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner.
-For internal use: tst assoc How you will lead What You Will Do: In this role, you will help our customers complete their taxes using Intuit Turbo Tax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of " Powering Prosperity Around the World. " You will utilize government websites, professional resources, and team expertise to seek out and deliver the right
answer to the customer using everyday language. This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records.
If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!
structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings.
Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate
about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.
Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions. Become an expert in your market by staying up to date on industry trends and
activity. Prospect, cultivate, and maintain client relationships.
Conduct and present in-depth property analysis, financial modeling, sales, and due diligence reviews. Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process. Represent yourself, your colleagues, and Greysteel with professionalism and integrity. Successful Advisors Have An entrepreneurial mindset and strong desire to build your own business. An exceptional work ethic Demonstrated ability to work independently, set and exceed goals. Coachability and eagerness to constantly learn. The ability to communicate complex ideas. A Bachelor’s degree or two years related work experience.
What We Offer A powerful training and development program with exposure to a vast network of industry professionals Collaborative platform and a shared database of clients. The freedom to build your own business within a proven model for success supported by the Greysteel Engine. Unlimited earning potential through a commission-only role. Powered by Jazz HR
the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources.
During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and
preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP).
From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. This position is subject to SAFE Act registration requirements. Pursuant
to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you--- Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! --- Build connections to grow your network and business.
Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. --- Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. --- Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority--- solutions, through Bank of America and Merrill to meet their financial needs.
As a Merrill FSA, you can look forward to--- A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. --- Marketing strategies to reach wider audiences with greater appeal. --- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. --- Potential Opportunities for professional growth. --- Leadership opportunities, including leading client and conference seminars We're a culture that--- Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.
Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. --- Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. --- Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
--- Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. --- Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required skills: --- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. --- Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)--- Is a self-starter who efficiently manages time and capacity.
--- Sets and accomplishes goals, achieving whatever you put your mind to. --- Builds and nurtures strong relationships. --- Collaborates effectively with others to get things done. --- Communicates effectively and confidently and is comfortable engaging all clients. --- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. --- Likes to learn, adapts to new information and seeks the right solutions for clients.
--- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired skills: --- Proven ability to partner and promote lead generation. --- Experience balancing investment management, sales activities and new client development. --- Strong computer skills and the ability to multitask in a demanding environment. --- A bachelor's degree, preferably in business-related field. --- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
--- Obtained insurance licenses. Shift:1st shift (United States of America)Hours Per Week: 40
assistance program, product discounts and free copy of Turbo Tax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office. What you'll bring Who You Are: As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing
our brand by delighting our customers and empowering them to prepare their taxes. You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner.
For internal use: tst How you will lead What You Will Do: In this role, you will help our customers complete their taxes using Intuit Turbo Tax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of " Powering Prosperity Around the World. " You will utilize government websites, professional resources, and
team expertise to seek out and deliver the right answer to the customer using everyday language.
This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records. If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!
Opportunity Grants. Minimum Requirements: Associate degree in Accounting, Finance, Business Administration or related fields At least 2 years of experience directly related to the duties and responsibilities specified. Ability to work extended hours (which will include evenings and weekends), in order to meet business objectives Essential Duties and Responsibilities: Monitor, evaluate, and recommend financial aid to qualified student applicants.
Meets with students to analyze student eligibility for financial aid; review and approve student loans. Input FAFSA's daily and print needs analysis for file Review, monitor, and adjust student aid awards as necessary. Resolve student appeals
pertaining to their financial aid eligibility/awards. Advise current and future students regarding financial aid opportunities and procedures; respond to inquiries from students and parents; interpret and explain government and other regulatory requirements relative to financial aid.
Collect and analyze data; prepare financial aid reports and applications for funds; prepare forms for office and student use. Present statewide programs to students and parents; compile and edit student financial aid informational materials; coordinate financial aid delivery to off-campus students Mail Financial Aid packets to future students upon receipt of their application Meet with the Admissions Department
regularly to discuss the status of future students Applicants must meet the minimum requirements to be considered.
Employer with Equal Employment Opportunity for Women, Minorities, Veterans, and Persons with Disabilitie Job Type: Full-time Compensation details: 17.79-17.79 Hourly Wage PI665788f38cb
to connect with you What You Get: Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of Turbo Tax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office.
What you'll bring Who You Are: As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software. You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with
strong tax preparation experience and extensive knowledge of tax laws You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner. For internal use: tst How you will lead What You Will Do: In this role, you will help our customers complete their taxes using Intuit Turbo Tax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software
inquiries, you will be working toward advancing our goal of " Powering Prosperity Around the World.
" You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records. If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW
copy of Turbo Tax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office. What you'll bring Who You Are: As a Tax Associate, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
If you have obtained an Intuit Academy Level 1 badge, you are eligible with 1+ year of recent experience with 30 or more paid tax returns. You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them
to prepare their taxes. You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner.
-For internal use: tst assoc How you will lead What You Will Do: In this role, you will help our customers complete their taxes using Intuit Turbo Tax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of " Powering Prosperity Around the World. " You will utilize government websites, professional resources, and team expertise to seek out and deliver the right
answer to the customer using everyday language. This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records.
If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!
portfolio made up of multiple grants and contracts, from multiple basic science and clinical faculty in the Department of Genetics and Genome Sciences with annual expenditures between $7.0m and $8.0m. These assignments will change as needed based on changes in funding levels, staffing needs and other dynamics.
The grants manager is expected to function as the financial and business manager across their assigned portfolio and working with directly with faculty and staff as it relates to grant submissions, financial reporting, tracking of expenses, determining optimal staffing levels based on available resources, and ensuring compliance with post award management for multiple NIH institutes,
other federal and state agencies, industrial and non-profit funding agencies. The grants manager will develop and implement plans for optimizing the management of resources, exercising discretion and independent judgment to assigned departments related to managing revenues and expenses, as well as working across units within the Office of Finance and with administrators across the School of Medicine and Case Western Reserve University.
The grants manager has authority to accomplish objectives within established guidelines and policies with the expectation of only referring special problems to the Executive Director. ESSENTIAL FUNCTIONS Serve as the financial and business operations director
for their assigned portfolio which will range between $5m-$7m in annual direct spending.
Extract data from multiple university sources and systems and perform continuous financial modeling for implementation. Review spending patterns in order to project future trends and prepare long-range operational forecasts and cash flow analysis. Develop monthly forecasts for each principal investigator outlining all projects in their portfolio and meet with them monthly to review trends. Develop and implement strategies to avoid over and under spending. Review and monitor spending levels and commitments. Be the main contact and primary administrator to departmental staff, faculty and chairs for all things related to funded projects.
Delegate tasks to other hub employees as needed and follow up with colleagues, departmental staff and faculty to assure tasks are completed in a timely manner. Create efficiencies to improve accuracy. (30%) Provide multi-institution, complex proposal development for collaborative research, industry and clinical-trials grants and contracts. Provide background research to emphasize the connection between the research needs statement and the interests of the funder. Manage contract and grant proposal preparation processes for the more demanding and reporting-intensive sponsors with varying policies, restrictions and deliverables.
Advise faculty on complex contract and grant terms that may impact the administration of a project involving multiple institutions in both the U. S. and international sites. Facilitate terms and conditions of awards, budget augmentation, and project period with the principals. Ensure compliance with all state and federal agency regulations, industry, non-profit organizations, and university procedures. Develop, and implement a system to ensure all projects closeouts are done timely.
Maintain files of sponsored projects financial reports and close out packages. Provide multi-institution, complex proposal development for collaborative research, industry and clinical-trials grants and contracts. Provide background research to emphasize the connection between the research needs statement and the interests of the funder. Meet with principal investigators, chairs and executive director to discuss/initiate corrective actions prior to proposal submissions. Serve as a resource to assigned departments by identifying potential funding sources, interpreting proposal guidelines, providing guidance in navigating federal web based submission platform, and managing the internal routing process through Sparta.
(25%) Manage the salary spend across the portfolio by balancing the resources available to each individual faculty. Determine appropriate and affordable staffing based on grant budgets and projections of clinical trial revenues. Approve all staff hires. Initiate reorganizations and layoffs when funding resources change or are eliminated. Override the instructions of principal investigators if necessary. Complete monthly effort/salary distributions for exempt employees.
Complete salary adjustments as needed while working collaboratively with human resource administrators and the hub director. Be the main resource to all faculty and staff as it relates to HR issues. (20%) Present the School of Medicine's position, utilizing independent judgement, as it relates to compliant management, billing, and payments for shared research endeavors with administrative staff at affiliate hospitals to be ensure effective financial management of clinical trials. Monitor clinical trials closely to assure revenue is received, budgets are increased and payments to affiliate hospitals are done in a timely manner and in accordance with the various affiliation agreements.
Working across Case Western Reserve University and with the appropriate affiliate staff representatives, monitor, review and approve various crossbills and reports with University Hospitals, the Cleveland Clinic and Metro Health Medical Center to ensure accuracy and funding availability. (10%) NONESSENTIAL FUNCTIONS Prepare administrative reports for submission to sponsoring agencies including interim and final financial reports. Interpret school and university policies and procedures pertaining to grant management and expenditures and ensure compliance by all staff.
Communicate any changes to policies and procedures to appropriate staff to ensure implementation. Ensure compliance with federal regulations as outlined in -21, A10 and A133. Maintain a database of all sub-recipients and note all sub-recipients subject to the Single Audit requirements. Gain an understanding of compliance programs of sub-recipients and communicate additional expectations to comply with the university's compliance program. Monitor receipt due date of audit reports and if reports are not received request the audit reports from sub-recipients.
Review audit reports and follow up with sub-recipient to determine if corrective actions have been taken on findings related to the university. Monitor on a regular basis sub-recipient activities for compliance with program and university requirements. Monitor sub-recipient expenditures to ensure compliance with applicable regulations. Assist sub-recipients with resolution of financial noncompliance. (5%) Process purchase orders, requisitions, reimbursements and travel expenses. Authorize department expenditures. Reconcile department expenses and p Card on a monthly basis.
(5%) Serve an active role, including chairing committees, on various leadership teams in developing long and short-term departmental strategy goals. Cross train with HR specialists and purchasing managers to ensure smooth daily management of grants and contracts and during times of absence. Cross train will all other assistant directors for changes in assignments and absences. (5%) Perform other duties as assigned. ( CONTACTS Department: Daily contact with faculty and research personnel in assigned departments and the School of Medicine Office of Finance and Planning, Grants and Contracts, and all administrative offices, and School of Medicine administrators to exchange information.
University: Daily contact with purchasing, Accounts Payable, and Human Resources central administrative departments to exchange information. External: Weekly contact with University Hospitals, Metro Health and Cleveland Clinic physicians, administrators, research personnel and residents. Regular contact with Federal funding agencies and institutes, industrial and non-profit funding agencies to exchange information. Students: Regular contact with graduate students and student employees to exchange information.
SUPERVISORY RESPONSIBILITY No direct supervisory responsibility. QUALIFICATIONS Education/Experience: Bachelor's degree and 5 or more years of related experience, or Associate's degree and 7 or more years of related experience. Operational finance management and grant management experience preferred. Master's degree preferred. REQUIRED SKILLS Demonstrated experience in managing strategic and organizational planning activities within a complex organization, preferably in an academic or public health setting. Experience developing or managing budgets. Knowledge of university policies and procedures preferred.
Professional and effective oral and written communication skills; and good interpersonal skills with the ability to work and communicate with various individuals within and external to the university. Must demonstrate good presentation skills and the ability to articulately and accurately relay information to others in a formal and informal setting. Strong organization skills; ability to multi-task, prioritize and meet deadlines. Must demonstrate attention to detail and accuracy, time management skills, and follow-through.. click apply for full job details
and trust with clients, which allows the Wealth Management Delivery Manager to contribute advice to clients as well as recommend value-added products and services. In addition, as a people manager, this job sets goals and objectives for team members and provides oversight and feedback to ensure that team members are delivering high quality service to clients.
Key Responsibilities and Duties Develops and implements strategic and tactical plans with strong considerations to client challenges. Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans. Reviews
client information, including financial statements, risk investment profile and cash availability. Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs.
Grows book of business through identifying value-added products and services for clients and develops additional business through referrals. Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance. Confers with tax attorneys, accountants, etc. to determine legal consequences of investment decisions and resolve account problems. Manages performance
of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team.
Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24Physical Requirements Physical Requirements: Sedentary Work Career Level 8PLRelated Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: Base Pay Range: $90,000/yr.
- $137,000/yr. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________Company Overview TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, interaction, religion, veteran status, disability, interactionual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U. S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-xyz XEmail: vacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
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