as we plan to DOUBLE in size over the next year. Our  VISION  is to prosper all stakeholders. Our  MISSION  is to exceed client expectations by providing unrivaled deal sourcing, underwriting, and asset management services for multifamily properties throughout the United States.
Our  CORE VALUES  are Excellence, Accountability, Collaboration, Efficiency, Innovation, Integrity, and Perseverance. Alexander Forrest Investments, LLC (AFI) is searching for an experienced, detail-oriented, and analytical individual to serve as an Accounting Specialist. AFI seeks to continue expanding our operations across the country and provide our clients with clear, accurate, and transparent financial data
regarding their assets. AFI achieves this through clear communication, daily bank reconciliations, and constant supervision/coaching of our onsite teams. The Accounting Team is tasked with high-level data analysis, direct Owner communication regarding observed issues, vendor account payment, portfolio budgeting and utilities analysis among other duties in order to help AFI continue to prosper all stakeholders This position comes with an annual salary that is based upon experience ranging between $36,000-$45,000/year.
Regular working hours are M-F 8am-5pm with expectation that situations/projects will arise resulting in the need to work after hours/weekends. The responsibilities that are
listed below are not all inclusive; however, they are indicative of the type of responsibilities normally performed by a member of the Accounting Team: JOB DUTIES Supervise completion of various accounting functions Assist with processing of accounts payable and receivable Develop, implement, and oversee a system for global expense tracking/improvement Process reimbursements for staff and funded onsite projects Frequent communication with Property Owners regarding status updates or projects and funding needs Investigate/resolve issues with vendors and utility anomalies Assist with month/year end close Assist in filing of all 1099s at end of year as needed COMPENSATION Base salary of $36,000-$45,000/year Performance Based Bonus Opportunities (~$10,000-$15,000/year +/-) Full Company-Provided Health Insurance (~$5,000/year +/-) Full Ancillary Benefits Package (~$1,800/year +/-) Above figure does not include age-based benefits such as Critical Illness or Long-Term Disability coverage 401K Plan with company match Total Value of ~$45,000-$70,000/year +/- QUALIFICATIONS Positive attitude with strong teamwork skills Excellent written/verbal communication skills Exceptional skills within Microsoft Suite (Outlook, Excel, etc.
) Knowledgeable of various accounting functions/software Bachelor’s degree preferred or 5-10+ years of applicable experience Must provide list of 2-3 professional references Alexander Forrest Investments, LLC 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.
Type: Work From Home Job (Job Posting) We Hire+Train Remote Mortgage Loan Originators ADVANTAGES TO WORKING WITH US MORTGAGE LENDERS LLC Highest Compensation structure in the industry. 100+ Wholesale Lenders FHA, VA, Conv, NON-QM, Niche Lenders providing specialty loan options.
Daily Zoom Training and Networking calls. LOS Loan Origination System Provided with no additional fees or choose your own. Work Remotely, Process, Submit close your own loans, or hire a processor. Full control of your files, call underwriter account reps directly. Pick Your Own LOS loan origination software. Pull Your Own Credit Reports. Par Rates from All the Top Wholesale Lenders. Credit score approvals down
to 500. Same-day underwriting approvals. Discount Mortgage Insurance Premiums. Healthcare and Lead Program Discounts. Newly Licensed Loan Officer Training. applicant Location Requirements: NMLS MLO License job location: job location: Florida, Georgia, Alabama, Texas, Arkansas, Oklahoma, North Carolina, South Carolina Jet, OK Oklahoma Bushyhead Oklahoma Jones, OK Oklahoma Snyder Oklahoma Kansas, OK Oklahoma Shattuck Oklahoma Kaw City, OK Oklahoma Beaver Oklahoma Kellyville, OK Oklahoma Grandview Oklahoma Keota, OK Oklahoma Peggs Oklahoma Ketchum, OK Oklahoma Fletcher Oklahoma Keyes, OK Oklahoma Central High Oklahoma Kiefer, OK Oklahoma Laverne Oklahoma Kingfisher, OK Oklahoma Beggs Oklahoma Kingston,
OK Oklahoma Geronimo Oklahoma Kinta, OK Oklahoma Mooreland Oklahoma Kiowa, OK Oklahoma Okarche Oklahoma Konawa, OK Oklahoma Wetumka Oklahoma Krebs, OK Oklahoma Boise City Oklahoma Kremlin, OK Oklahoma Thomas Oklahoma Lahoma, OK Oklahoma Sperry Oklahoma Lamont, OK Oklahoma Fairfax Oklahoma Langley, OK Fairland Langston, OK Oklahoma Apache Oklahoma Laverne, OK Oklahoma Yale Oklahoma Lawton, OK Oklahoma Maysville Oklahoma Leedey, OK Oklahoma Salina Oklahoma Lehigh, OK Oklahoma Goodwell Oklahoma Lenapah, OK Oklahoma Cherry Tree Oklahoma Lexington, OK Oklahoma Okeene Oklahoma Lindsay, OK Oklahoma Colbert Oklahoma Locust Grove, OK Oklahoma Wister and Forest Park Oklahoma Lone Grove, OK Oklahoma Caddo Oklahoma Lone Wolf, OK Oklahoma Barnsdall Oklahoma Longdale, OK Oklahoma Latta Oklahoma Luther, OK Oklahoma Kenwood Oklahoma Madill, OK Oklahoma Moodys Oklahoma Mangum, OK Oklahoma Kellyville and Meeker Oklahoma Manitou, OK Oklahoma Rush Springs Oklahoma Mannford, OK Oklahoma Woodall Oklahoma Mannsville, OK Oklahoma Brushy Oklahoma Marble City, OK Oklahoma Buffalo Oklahoma Marietta, OK Oklahoma Briggs Oklahoma Marland, OK Oklahoma Erick Oklahoma Marlow, OK Oklahoma Cookson Oklahoma Marshall, OK North Enid Martha, OK Oklahoma Shady Point Oklahoma Maud, OK Oklahoma Geary Oklahoma Maysville, OK Oklahoma West Siloam Springs Oklahoma Mcalester, OK Oklahoma Bray Oklahoma Mccurtain, OK Oklahoma Boley Oklahoma Mcloud, OK Oklahoma Hydro Oklahoma Medford, OK Oklahoma Mounds Oklahoma Medicine Park, OK Oklahoma Gore Oklahoma Meeker, OK Oklahoma Sequoyah Oklahoma Meridian, OK Oklahoma Dibble Oklahoma Miami, OK Oklahoma Sunray Oklahoma Milburn, OK Oklahoma Grandfield Oklahoma Mill Creek, OK Oklahoma Talihina Oklahoma Millerton, OK Oklahoma Tipton Oklahoma Minco, OK Oklahoma Pond Creek Oklahoma Mooreland, OK Oklahoma Medford Oklahoma Morris, OK Oklahoma Ringling Oklahoma Morrison, OK Oklahoma Akins Oklahoma Mounds, OK Oklahoma Cashion and Oilton Oklahoma Mountain Park, OK Oklahoma Cyril Oklahoma Mountain View, OK Oklahoma Cumberland Oklahoma Muldrow, OK Oklahoma Maud Oklahoma Mulhall, OK Oakland Muskogee, OK Oklahoma Keys Oklahoma
954-667-xyz X - ---Access to 100+ Lenders FHA, VA, NON QM, Stated --- Whats App, FB, Networking and Support ---Must Be licensed VIA: mortgage. nationwidelicensingsystem org ---WWW. USMORTGAGELENDERS COM 954-667-xyz X LOCATIONBono, AR Arkansas Magnolia Booneville, AR Arkansas Malvern Bradford, AR Arkansas Camden Bradley, AR Arkansas Arkadelphia Branch, AR Arkansas Lowell Brinkley, AR Arkansas Greenwood Brookland, AR Arkansas Clarksville Bryant, AR Arkansas Helena-West Helena Buckner, AR Arkansas Hope Bull Shoals, AR Arkansas Beebe Cabot, AR Arkansas Monticello Caldwell, AR Arkansas Wynne Calico Rock, AR Arkansas Farmington Calion, AR Arkansas Stuttgart Camden, AR Arkansas Newport Caraway, AR Arkansas
Pocahontas Carlisle, AR Arkansas Prairie Grove Carthage, AR Arkansas Trumann Casa, AR Arkansas Heber Springs Cash, AR Arkansas Pea Ridge Cave City, AR Arkansas Morrilton Cave Springs, AR Arkansas Osceola Cedarville, AR Arkansas Ward Centerton, AR Arkansas East End Charleston, AR Arkansas De Queen Cherokee Village, AR Arkansas Cave Springs Cherry Valley, AR Arkansas Greenbrier Chidester, AR Arkansas Alma Clarendon, AR Arkansas Berryville Clarksville, AR Arkansas Tontitown Clinton, AR Arkansas Mena Coal Hill, AR Arkansas White Hall College Station, AR Arkansas Walnut Ridge Colt, AR Arkansas Warren Concord, AR Arkansas Sheridan Conway, AR Arkansas Cherokee Village Corning, AR Arkansas Barling Cotter,
AR Arkansas Crossett Cotton Plant, AR Arkansas Gibson Cove, AR Arkansas Rockwell Crawfordsville, AR Arkansas Shannon Hills Crossett, AR Arkansas Piney Cushman, AR Arkansas Dardanelle Damascus, AR Arkansas Vilonia Danville, AR Arkansas Southside Dardanelle, AR Arkansas Brookland De Queen, AR Arkansas Ashdown De Valls Bluff, AR Arkansas Lonoke De Witt, AR Arkansas Nashville Decatur, AR North Little Rock Austin Delight, AR Arkansas Haskell Dell, AR Arkansas Gentry Dermott, AR Arkansas Dumas Des Arc, AR Arkansas Booneville Diamond City, AR Arkansas Mc Gehee Diaz, AR Arkansas Elkins Dierks, AR Arkansas Manila Donaldson, AR Arkansas Gravette Dover, AR Arkansas Johnson Dumas, AR Arkansas Landmark Dyer, AR Arkansas Alexander Dyess, AR Arkansas Marianna Earle, AR Arkansas Piggott Edmondson, AR Arkansas Ozark El Dorado, AR Arkansas Fordyce Elaine, AR Arkansas Waldron Elkins, AR Arkansas Paris Elm Springs, AR Arkansas Pottsville Emerson, AR Arkansas Corning Emmet, AR Arkansas Green Forest and Little Flock England, AR Arkansas Prescott Etowah, AR Arkansas Huntsville Eudora, AR Arkansas De Witt Eureka Springs, AR Arkansas Mountain View Evening Shade, AR Arkansas Atkins Fairfield Bay, AR Arkansas Gosnell
and preservation of all Point32Health computer and related assets. The Desktop Asset Specialist is responsible for the daily and long-term strategic utilization of all technology related to desktop hardware and software within the organization. This includes ordering, and recording software and/or hardware licenses to ensure compliance with vendor contracts.
The individual will work closely with the Supervisor of Desktop Asset in order to enforce assignment, configuration, and utilization of assets strategically for all technology assets across the organization. The Desktop Asset Specialist will also be responsible for tracking all of the organizations IT desktop assets to oversee quality
control throughout their lifecycles. Key Responsibilities/Duties - what you will be doing Assists with the tracking and maintenance of all software and hardware serial numbers or identification tags from database/repository/asset management software and ensure information is up-to-date, accurate, and auditable.
Track and maintain software/hardware licenses, warranties, maintenance agreements within system database and familiarized. with all vendor contracts. Utilize established project-reporting methods for monitoring deliverables. Enforce and maintain policies and procedures to insure adherence to compliance auditing. Assists with all customer requests and inquiries for all IT Assets
purchased including but not limited to ordering standard and custom inventory items, processing budget exceptions, educating clients on departmental policies and standards and ensures all budgetary guidelines are being followed in accordance with purchasing policies and procedures.
Research, tracking and processing of all IT related assets purchased through use of monitoring software to ensure compliance with all laws and regulations relating to software/hardware licensing and utilization through out the organization. Work closely with the Purchasing and Accounts Payable departments acting as the IT interface to Finance/Accounting for all IT assets through all stages of product inventory from purchase through procurement.
Assists with inventory levels for all in stock items. Updating inventory and repo of equipment from the business. Qualifications - what you need to perform the job Education: Minimum required Experience Will train Commitment to Diversity, Equity & Inclusion Point32Health is committed to making diversity, equity, and inclusion part of everything we do-from product design to the workforce driving that innovation. Our DEI strategy is deeply connected to our core values and will evolve as the changing nature of work shifts. Programming, events, and an inclusion infrastructure play a role in how we spread cultural awareness, train people leaders on engaging with their teams and provide parameters on how to recruit and retain talented and dynamic talent.
We welcome all applicants and qualified individuals, who will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, interactionual orientation, national origin, genetics, disability, age, or veteran status. Who We Are Point32Health is a leading health and wellbeing organization, delivering an ever-better personalized health care experience to everyone in our communities.
At Point32Health, we are building on the quality, nonprofit heritage of our founding organizations, Tufts Health Plan and Harvard Pilgrim Health Care, where we leverage our experience and expertise to help people find their version of healthier living through a broad range of health plans and tools that make navigating health and wellbeing easier. We enjoy the important work we do every day in service to our members, partners, colleagues and communities. This job has been posted by Ignyte AI on behalf of Point32Health. Ignyte AI is committed to the fundamental principle of equal opportunity and equal treatment for every prospective and current employee.
It is the policy of Ignyte AI not to discriminate based on race, color, national or ethnic origin, ancestry, age, religion, creed, disability, interaction and gender, interactionual orientation, gender identity and/or expression, military or veteran status, or any other characteristic protected under applicable federal, state or local law. Req ID: R7409
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!
Ensure accurate and timely posting of cash receipts to customer accounts Required Qualifications: 2-3 years of accounts receivable/collections experience Cannabis industry experience strongly preferred Knowledge of ERP systems (we use Acumatica) Experience with Leaflink and/or Nabis a plus
You will learn our proprietary best practices and use cutting edge technology. You'll be part of a collaborative, fast-paced work environment, where hitting deadlines is a way of life and details matter. The opening is immediate. Meet Our Incredibly Talented and Collaborative Team Here: The Perks: Medical, Dental, Vision, Life, and Disability Insurance Flexible Spending Account Flextime Generous PTO Policy Permanent Work from Home Amazing culture & team Growth opportunities abound - multiple tracks to choose from Company 401k Contribution Loads of Tech Gear, including 3 monitors, laptop, etc.
Annual In-Person Get Together Job Responsibilities: Serve as lead accountant for client businesses
Manage revenue cycle (order to cash) Oversee expense management process Responsible for monthly financial close, KPI (key performance indicators) measurement & management/board reporting Assist with cash flow projections, budgeting process Lead accounting aspects of monthly client meetings, provide compelling insights for client business owners Train new accountants on our delivery process Oversee compliance with GAAP and relevant regulatory requirements Own sales tax, covenant calculations & sales commissions calculations Manage & leverage accounting technology, such as Quick Books, , Avalara, Divvy and business intelligence/subscription billing tools such as Saa SOptics Meaningfully contribute
to or lead strategic projects (eg: due diligence, fundraising requests, financial analysis, software and process improvements that scale with increased transaction volume) Own, evolve internal client accounting processes to promote efficiency, ensure data accuracy Additional Responsibilities: Assumes other special activities and responsibilities as required.
These include projects such as researching and implementing new technology for internal and customer use, as well as process improvement initiatives. Required Skills and Abilities: Experience successfully revamping accounting processes and technology Strong Quick Books Online experience required.
Xero, Intacct & Net Suite are a plus to have. Strong understanding of KPIs with track record of using to make quick, informed decisions Exceptionally strong Google Sheet / Microsoft Excel GAAP-compliant financial modeling skills Firm grasp on sales tax liability management, including usage of management tool like Avalara Sound written and verbal communication skills Proven analytical, problem-solving, critical thinking, decision-making & project management skills Willing to work at a high level of intensity and fast pace to support the needs of rapidly growing businesses Flexible and able to handle multiple projects at one time while maintaining incredible attention to detail Maintain a positive, solutions-focused attitude Ability to use good judgement and keep client and Driven Insights information confidential Deliver consistent excellent customer service to internal/external customers, colleagues and management Education and Experience: Experience as lead accountant in rapidly growing firm(s) Bachelor's Degree in Accounting Master's in Accounting and/or CPA license preferred Minimum 3-5 years of experience as an Accounting Manager 2+ years of audit work as an auditor in CPA firm Physical Requirements: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Office Environment: Prolonged periods sitting at a desk and working on a computer. Must constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and printer. Must be able to lift laptop and reams of paper Infrequent travel to Driven Insights headquarters in MA for professional development activities, once it is safe to do so.
NO RECRUITERS: CANDIDATES ONLY, NO RECRUITER OR STAFFING FIRM OUTREACH. MUST LIVE IN THE U. S. A. #J-18808-Ljbffr
application support to achieve the best corporate tax practices. If you are looking for career advancement and want to be part of an environment where you can learn, develop, and contribute, we are interested in meeting you. Job Functions of the Tax Senior role: Prepare tax returns for individuals, partnerships, and corporations Prepare tax adjustments to financial statements to prepare returns Research and stay up to date on tax issues and legislation Ensure compliance with appropriate state, federal and international tax jurisdictions Participate in tax planning and research Initiate and develop relationships with appropriate levels of client's management team Maintain active communication
with senior leadership to manage expectations, ensure client satisfaction and meet all deadlines -Position Requirements of the Tax Senior role: - Bachelor's degree in Accounting or Taxation; Master's degree in taxation is a plus CPA License or eligibility to take CPA exam preferred Experience using tax preparation software and applications.
Excellent analytical and technical skills Great communicator with the ability to convey both analysis and findings to management and external clients (verbal and written) Ability to work in cross-functional, entrepreneurial atmosphere to achieve measurable results and improve existing processes. Ability to work on multiple projects at a given time.
Motivated to meet client deadlines and provide superior client service A team player with strong relationship skills Benefits: 401k Health Insurance Dental Vision Paid Time Off Wellness Plan Bonus - -ABOUT USGERSON PRESTON KLEIN LIPS EISENBERG GELBER is a certified public accounting firm with offices in Miami, Boca Raton, and Denver Colorado.
Established in 1959 with nearly 60 plus professionals, we are one of the premier boutique firms in South Florida. Our tax team provides planning and tax compliance services for domestically and internationally based clients in diverse industries. -WHAT WE BELIEVEDEDICATION TO OUR PEOPLE: Gerson Preston is committed to growing our people, through interaction with leadership, addressing their individual needs and goals while maintaining a focus on continued education on accounting standards, tax laws and an array of professional regulations.
We are dedicated to consistently creating opportunities for advancement and life improvement for all our associates. -COMMITMENT TO INNOVATION & ENVIRONMENT: Gerson Preston is committed to implementing sustainable and innovative practices that benefit the environment, our local and global communities, and the performance of our business. Our office in Miami's Design District was designed to offer our associates and our clients the most current technology, from full cloud capability with enhanced security to global presentation and online interaction functionality.
-DIVERSITY & INCLUSION IN OUR COMMUNITY: Our founder believed in being an active member of South Florida's vibrant and diverse community, and 60 years later, that still holds true. Gerson Preston is dedicated to empowering its people with the knowledge that all individuals, regardless of gender, race, interactionual orientation, religious affiliation, age, or disability, will be treated equally.
We encourage and expect our people to give back to the community through volunteer service, advocacy, and empathy. Powered by Jazz HRCompensation details: 90000-115000PI6038ad338ddd-31181-32886757
to a growing demand for our products and services in recent years, our growth means that we continuously strive to recruit innovators to join our fast-paced, forward-thinking team. If you are looking for a great company culture filled with rewarding career advancement opportunities, this is the place for you.
This is a Full-Time Hybrid position, requiring 3 days onsite within one of our Frisco, TX locations. Duties and Responsibilities: Validate monthly commissions Produce/Compose daily, weekly, and monthly reports Data analysis and validation of various reporting Work closely with other departments on end-of-month reconciliations Transfer data into meaningful, professional, and easy
to understand formats for various audiences/departments Extract data from various sources Code revenue with proper debit and credits using chart of accounts Enter Journal Entries and Bank Transactions in Microsoft Dynamics GP Process manual payments and postings in Microsoft Dynamics GP Prepare and audit Journal Entries to ensure an effortless Bank Reconciliation Prepare daily, weekly, and monthly reports as requested; from various sources, including Microsoft Dynamics GP Maintains and updates incoming payment/banking forms Maintains historical records by combining and filing documents in folders on the network Assist with various projects as needed Enter Journal Entries and Bank Transactions
in Microsoft Dynamics GP Process manual payments and postings in Microsoft Dynamics GP Transfer data into meaningful, professional, and easy to understand formats for various audiences/departments/doctors Process Doctor & Nurse payments/refunds Completes payments and controls expenses by receiving, processing, verifying, and reconciling invoices Reconciles processed work by verifying entries and comparing to monthly expenses Charges expenses to accounts and cost centers by analyzing invoice/expense reports, recording entries Pays vendors by monitoring discount opportunities, scheduling and preparing checks, and resolving purchase orders or payment discrepancies and documentation Pays employees by receiving and verifying expense reports, preparing payments Maintains account ledgers by verifying and posting account transactions Verifies vendor accounts by reconciling monthly statements and related transactions Maintains historical records by combining and filing documents in folders on the network Disburses or coordinates petty cash by recording entry and verifying documentation Qualifications and Skills Strong attention to detail Comprehension of full cycle bank reconciliations and full cycle accounts payable Previous Finance experience or working towards an Accounting/Finance degree is preferred, but not required Strong Excel skills and proficient with Microsoft Office products Familiarity of journal entries and general ledger Microsoft Dynamics GP knowledge is a plus Ability to work at a high-volume pace, under pressure and still meet fixed deadlines Be a self-starter, and thrive in a fast-paced/deadline-driven environment Ability to self-check work for accuracy, detail-oriented, demonstrate good judgement, and use constructive criticism to improve work.
Able to perform multiple tasks simultaneously Process-minded with critical thinking and problem-solving skills Strong time management skills Able to work independently with minimum supervision, as well as in a team environment Strong communication skills - both written and verbal The ability to handle confidential information with the utmost discretion Must maintain a professional attitude and work cohesively in a team environment Adobe proficiency Data entry skills General math skills Education High School Diploma MON Qualifications Skills Behaviors : Motivations : Education Experience Licenses & Certifications Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.35(c)
Policy Committee (IPC) and make customized decisions to clients' asset allocations. Our team evaluates each client's financial situations to ensure portfolios are optimally positioned to achieve long-term goals. During this process, you'll collaborate closely with other internal departments, including Research, Service, Sales and several other areas.
-You will take ownership and accountability, meet deadlines and produce high-quality customized portfolios, and observe feedback whenever possible. With the ability to provide clarity in an ambiguous environment while contributing rationale consistent with our investment philosophy. -The Day-to-Day: Evaluate clients' investment goals and
financial situations to produce optimal asset allocation and benchmark recommendations, while always prioritizing clients' interests Partner with our Investment Counselors to help them navigate clients through nuanced financial situations and provide coaching towards portfolio recommendations Provide direction and assistance for new and ad hoc projects to demonstrate our firm's commitment to bettering the investment universe Review and create specialized solutions for clients and potential clients with unique financial and tax situations Appraise the appropriateness of clients' and prospective clients' outside annuities Occasionally engage with clients about portfolio evaluation matters to support
Investment Counselors Your Qualifications: Series 65 (preferred) and Bachelor's degree or equivalent work experience 5+ years experience working with investment and financial planning concepts Understanding of extensive portfolio management practices Collaborative approach with an emphasis on client focus Consultative experience in the financial services industry Why Fisher Investments: -We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays (17 days of PTO and 3 days of sick time for California employees) Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
company policies and compliance programs. Essential Duties and Responsibilities The essential functions include, but are not limited to the following: Work assigned lists of outstanding claims balances and patient accounts with multifaceted issues across different payers and patients Identify trends, conduct follow-up and perform root analysis on unpaid and underpaid insurance claims across different payers Diagnoses and reports to management customer issues with regards to rejection trends and denials, working to improve end-to-end business processes Analyze and resolve billing discrepancies on patient Perform actions towards remediation of outstanding balances according to policy and procedure;
including but not limited to in depth research, appeals, rebilling, calling the payer or clinic and utilizing payer portals Navigate through various payer systems.
Provider portals and internal software applications to ensure timely and accurate claims resolution Build and maintain strategic business relationships with internal and external partners Uses exceptional organization, written and verbal communication skills in order to produce detailed documentation of research and actions taken on claims Willing to support all members of the team Comply with all HIPAA and privacy regulations Adhere to laws and best practices in regards to dealing with patients and patient data Perform other
job-related duties as assigned Minimum Qualifications (Knowledge, Skills, and Abilities) High School Diploma or GED, required Medical account payment experience, minimum 2 years required Medical billing knowledge and experience, minimum 2 years required Experience with patient call, collections and billing, minimum 2 years required Knowledge of accounting practices and procedures, minimum 2 years required in processing accounts payable and accounts receivable Above average knowledge of posting insurance payments, adjustments and offsets Understanding of medical terminology Must have good computer skills, experience with Microsoft Office, required Experience with 10-key calculator Able to communicate clearly, both orally and in writing Able to work effectively with a wide range of people Time management skills Excellent organizational skills and attention to detail Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Must be able to work onsite at our corporate headquarters in Maryland Heights, MO Must be able to work in an office setting, use a computer, keyboard and mouse for the majority of the shift and be able to communicate on the telephone Must be able to work the scheduled 8 hour shift Monday-Friday Work from home is available at supervisors discretion and as business needs allow, in accordance with the Bio TAB Work From Home Policy Powered by Jazz HR
and private funders. ESSENTIAL DUTIES/RESPONSIBILITIES Manage monthly recording of all grant revenue and receivables Perform grant-related post-award functions, including invoice tracking, financial reporting, reconciliations, year-end accruals, and grant closeout functions Review invoices and provide general ledger program codes, when appropriate, for proper accounting Prepare accurate and timely financial reports on grants for internal management purposes.
Coordinate with the appropriate staff within the General Accounting unit to prepare monthly, quarterly and annual journal entries to ensure timely and accurate recording of grant revenues. Maintain and review grants revenue and receivable
schedules for all contracts including public and private funds Serve as an internal liaison between General Accounting and Grants and Contracts Unit within the Finance team to assist with overall grant compliance Ensure that contract budgets are reflected and adjusted properly in the Financial Edge (FE) accounting system Manage the monthly A/R accrual journal entries and application of payments to the A/R ledger.
Collaborate with the internal finance team and external auditors to complete the Federal Single Audit process Assist with individual program audit requests, as well as the Society's year-end audit Other duties as assigned Manhattan - Legal Aid Society Headquarters Understand
when to escalate critical time sensitive issues Demonstrate a commitment to quality, accuracy, and thoroughness Versatile in handling multiple tasks simultaneously in accordance with highest priority Ability to meet deadlines, which may require a flexible schedule, as extended working hours may be required during month-end and year-end Excellent written and verbal communication, problem-solving and decision-making skills Sense of professionalism, confidentiality, and a strong work ethic Excellent time management skills BA/BS degree required, with a focus in Finance, Accounting, or related field.
Five years of related experience in accounts receivable, government grants management, and/or non-profit accounting Advance Excel skills and ability to analyze large volumes of data Experience with Financial Edge a plus Proficient in Microsoft Office Suite or related software Extremely organized and ability to respond to internal and external requests Understand General Accepted Accounting Principles (GAAP) Prolonged periods sitting at a desk and working on a computer Must be able to lift up to 15 pounds at times Must be able to travel as needed Able to work in-person in an office setting SALARY TRANSPARENCY The posting reflects the range of potential salaries for the role.
The specific salary offers will be dependent on candidate qualifications, including collectively bargained salary steps for unionized roles. Salary Range $65,000 to $70,000 SALARY AND BENEFITS The leadership of The Legal Aid Society believes in attracting and retaining exceptional talent committed to serving our clients. We offer a generous benefits package including health insurance, paid vacation, disability, and life insurance, and more. Salaries for our unionized jobs are governed by our Collective Bargaining Agreement. Please visit our Careers page for additional information.
Salary and benefits information will be available to applicants, when and if, an offer is made. OUR COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION The leadership of The Legal Aid Society is committed to a work culture of zealous advocacy, respect, diversity and inclusion, client-oriented defense, access to justice and excellent representation. We are dedicated to building a strong professional relationship with each of our clients, to understanding their diverse circumstances, and to meeting their needs. Our ability to achieve these goals depends on the efforts of all of us. HOW TO APPLY All applications must be completed online.
We do not accept paper submissions. Please visit our Careers Page to review all current job postings, and instructions on the application process. For technical difficulties or questions regarding this posting, please email. As an Equal Employment Opportunity (EEO) Employer, The Legal Aid Society prohibits discriminatory employment actions against and treatment of its employees and applicants for employment based on actual or perceived race or color, size (including bone structure, body size, height, shape, and weight), religion or creed, alienage or citizenship status, interaction (including pregnancy), national origin, age, interactionual orientation, gender identity (one's internal deeply-held sense of one's gender which may be the same or different from one's interaction assigned at birth); gender expression (the representation of gender as expressed through, for example, one's name, choice of pronouns, clothing, haircut, behavior, voice, or body characteristics; gender expression may not conform to traditional gender-based stereotypes assigned to specific gender identities), disability, marital status, relationship and family structure (including domestic partnerships, polyamorous families and individuals, chosen family, platonic co-parents, and multigenerational families), genetic information or predisposing genetic characteristics, military status, domestic violence victim status, arrest or pre-employment conviction record, credit history, unemployment status, caregiver status, salary history, or any other characteristic protected by law.
Please submit these documents as a single combined PDF when you apply via the LAS (Legal Aid Society)Recruitment Portal. Please state in your cover letter your salary requirements and your availability to start should you be selected. Cover letter Resume
the Competition Department and handling high volume of accounts receivables and payables. Professional Qualifications Professional demeanor is a must for all positions at Equine Network, LLC. In addition to courteous, friendly, businesslike behavior, the following qualifications are fundamental to this position: Bachelor's Degree in Accounting or Finance or minimum 4 years' experience in bookkeeping/accounting profession is required.
Understanding of accounting principles related to cash receipts, accounts receivable and accounts payable. Knowledge of general ledger and monthly closing processes is a plus. Proficiency in computer software application in Excel and Quick Books. Ability
to accurately handle a high volume of data entry and ability to identify and problem solve is required. Interest and ability to handle high volume of transactions of both receivables and payables.
Experience with handling Form W-9s and filing 1099s. Excellent communication skills: bilingual in English and Spanish is a plus. Equine or team roping enthusiasts is a plus. Professional Responsibilities Job Duties Obtain understanding of the Pink & Ruby accounts receivable reporting and accounts payable process, as well as, assist in the month closing process Obtain understanding of the Team Roping accounts receivable reporting and accounts payable process, as well as, assist in the month closing
process Assist with accurately recording of all accounting transactions related to the Competition's divisions in a timely manner.
Assist with the recording in Quick Books all consumer revenue transactions including checks and credit cards. Accurate and timely entry of all cash receipts with the proper GL codes. Proactively backss and resolve any information being processed prior to entry to ensure accuracy in coded and categorized is required. Assist with the accounts payable process as needed for accurately and timely enter vendor invoices to prepare check runs each week, weekly accounts payable reporting and the timely and accurate review of the corporate invoices.
Assist with matching of supplier invoices to disbursements and filing of the transactions. Assist with the 1099 vendor reporting throughout the year leading up to the annual filing of 1099s. Assist with accurately and expeditiously processing consumer award checks with the proper coding and balancing of each event paid including the recording Form W-9 vendor details. Be proactive in questioning and resolving deposits, refunds and invoices prior to entering into Quick Books. Follow and adhere to the established processes. Assist the Controller and accounting team with day-to-day accounting and meet monthly closing deadlines.
Must always maintain confidentiality on all work and operations. Assist with additional tasks related to financial reporting as required. Job Conditions The employee is generally expected to be available and working during the week each business day. The employee and the supervisor of this position will mutually agree upon the employee's specific working hours daily and weekly. For meetings and effective collaboration, daily working hours Monday through Thursday should typically include the hours of 7am MST through 5pm MST. There is limited and occasional business travel required with this position throughout the year to support the activities of the groups and/or to attend meetings or professional development training endeavors.
ADA: These are essential functions of the position and must be performed with or without reasonable accommodations.
to confirm the accuracy. The Accounting Clerk will process outgoing checks in a timely manner and perform special projects as assigned. Responsibilities Core Responsibilites and Essential Functions Scan invoices and related documentation. Ensure documents are scanned accurately and efficiently.
Check images for quality. Check eforms (verify) for correct data after the OCR process Provide excellent customer service to internal and external customers. Use of effective verbal, written and listening communication skills. Research and resolve issues as they occur. Process check run payments Ensure any required copies of invoices, statements, registrations, etc. are included with payments
when they are placed in envelope for mailing. Maintain security and confidentiality of payments. Required for All Jobs Performs other duties as assigned Complies with all Well Star Health System policies, standards of work, and code of conduct.
Qualifications Required Minimum Education High school diploma Required Required Minimum Experience Minimum 1 year of related experience Required Required Minimum Skills Ability to maintain a high level of accuracy and attention to detail in preparing and entering financial information. Basic Excel skills. Excellent verbal and written communication skills. Required Minimum License(s) and Certification(s)Additional Licenses and Certifications We'd
like to invite you on a career journey like no other! In return for your contributions, we'll help you make the most of all life's moments - on and off the job.
Wellstar Total Rewards is designed to provide for your total well-being, including: -Your Wellness, -Your Pay, -Your Future, -Your Joy. - We think it's pretty simple - we care for our team members and our team members care for the community. Make a difference in patients' lives--- and your own! Here, it's more than healthcare - it's Career Care!
