execution of value creation initiatives, supporting the integration of mergers and acquisitions, joint ventures, and change management. The Director of Strategic Initiatives and Investments will receive strategic direction from the VP of Corporate Development and will work cross-functionally with senior executives to execute strategic initiatives.
The ideal candidate will be able to leverage his/her experience to frame complex issues in terms of trade-offs, risks, and benefits and develop a program from ideation to execution and measurement. The direct and support team is made up of self-starters and natural leaders with excellent quantitative and verbal/communications skills. This position
needs to have the experience, maturity, and confidence to interface with company executives, external stakeholders and must be humble and self-aware to be able to lead cross-functional teams to consensus around solutions.
The Director will have regular access to privileged and confidential information and therefore, discretion in the dissemination of such information is paramount. Program Management Responsibilities Overall Project Lead and responsible for project delivery of select initiatives Ensure the project remains on budget/scope and timely communication of any risk/variances to the Steer Co Report project status, risks, and needs to the Steer Co and Executive Leadership Lead any
problem-solving efforts with project team and Steer Co Engage and manage corporate financial stakeholders and shared services team such as Tax, Accounting, Asset Management, Treasury and FP&A teams Active interaction with project technical leadership and support with vendor management to drive recommendations on contract commercial terms Provide a quarterly report of financial and operational results and a risk backssment to CFO, Capital Committee and RCG Steerco Review and approve all JV financials and reporting to parent company Prepare memos and conduct accounting/financial review of any contracts for delivery to the Steer Co.
Conduct regular project budget meetings with on-site financial teams.
Submit funding requests from financing based on requirements from spend curve Oversee financial audits and tax filings and liaise between parent companies' accounting departments. Act as signatory on JV bank accounts and key approver for all payments. Issues draw notices for the private placement to the trustee and interest notices and bareboat charter invoices to GBSY. Ensures all covenants, representations and warranties are complied with Maintain capital and operating budgets Qualifications MBA preferred. Bachelor's degree in business, accounting, industrial engineering or similar Minimum of ten years of project / portfolio management experience in a corporate environment or consulting experience in managing large scale projects Experience in Financial Reporting, Treasury, and Finance Ops is required Experience in large construction projects preferred Ship building experience a strong plus Superb stakeholder management skills- adept at mapping the stakeholder landscape and navigating this network to resolve issues and achieve strategic objectives Extensive experience with legal contracts and commercial management Excellent business acumen Excellent interpersonal skills especially in a multi-cultural environment Self-starter with intellectual curiosity, a strong desire to learn, and passion for creating an excellent work product Capable of thriving in a fast-paced, dynamic, matrix environment by managing uncertainty and taking calculated risks to drive initiatives forward in a timely and effective manner Capable of effectively managing time-sensitive, contractual, financial, regulatory, or legal issues that can have a direct impact on the execution of an array of special initiatives Demonstrated team player with an ability to build teams, foster collaboration, develop and mentor employees #J-18808-Ljbffr
Financial Officers, Chief Marketing Officers, Chief Technology Officers, Chief Information Officers, Chief Research Officers, Chief Strategy Officers, Chief Data Officers, Owners, Co-Owners, Founders, Co-Founders, Presidents, Board Members Industry: Advertising/PR/Marketing/Events, Financial Services, medical / Biotech, Healthcare - Hospitals, Internet / Online Media, Retail, Consumer Products, Architecture / Construction / Civil Engineering, Hospitality, Travel, & Leisure, Insurance - Health & Life Honorarium: $300 per 60 min Zoom interview To be respectful of your time, we want to make sure you meet all study requirements.
Start the survey to fill out the qualification form. If you qualify, our team will reach out to you to schedule the interview with our client.
management, logistics sourcing, freight forwarding, supply chain consulting, tax management, and customs compliance. Our clients range from small local businesses to Fortune 500 firms in multiple industries. The Payroll Lead, Benefits and Compensation, supports the Finance department in the areas of performing and/or supervising, payroll processing, payroll accounting, reporting, audits, taxes, compliance, compensation analysis and benefits administration (e.
g. commercial and health insurance plans, 401(k) Plan, Workers' Compensation, unemployment insurance) relative to their assigned geographic area(s). This position oversees recurring bill reconciliation processes and benefit enrollment
deductions in payroll. This position requires close cooperation with other departments (e. g. HR, IT, Tax, Operations) with respect to cross-functional responsibilities and assists the Finance team in carrying out various other projects and provide back up for other Finance team members where appropriate.
Location: Ft. Myers, FL Work Schedule: 40 hours, 8:00 AM- 5:00 PM, Monday-Friday Position Classification: Full-Time; Salaried Exempt Compensation: $55,000- $65,000 Physical Demands: Sitting, typing, walking, and talking on the phone. Work Environment: Office Cubicle Drug Free Workplace and Equal Opportunity Employer Benefits: One day a week (WFH), 12-week maternity and paternity leave,
tuition reimbursement, medical, dental, vision, basic life (paid for by Allyn), voluntary life, STD (paid for by Allyn), LTD, 401k with Company Match, Paid Vacation, Paid Sick Time, Paid Holidays, Free On-Site Fitness Classes, and more!
Required Experience and Education: Bachelor's or equivalent college degree - focus in Business Administration, Accounting, or Finance required Working knowledge of federal and state compensation and benefits laws 2+ years of HRIS, payroll, and accounting systems experience Ceridian Dayforce experience preferred Familiarity with US GAAP and IFRS preferred Required Skills: Planning, organizational, and prioritization skills Detail oriented Decision making abilities Eager to learn and grow, positive attitude Dependable Self-motivated, independent, active listener Proactively takes initiative and seeks opportunities for process improvement Responsibilities: Oversees compensation, payroll, and benefits functions including responsibilities of the payroll and benefits team member(s) Contributes to the periodic research, development, communication, and administration of competitive and equitable compensation and benefits programs (e.
g. salary ranges, compensation packages, benefits offerings) Processes and/or supervises payroll processing for the assigned business entities and geo region(s) Manages payroll GL, related entries/bookings in the accounting system as well as reconciliations Compiles, analyzes, and presents reports using company's Human Resource Information System (HRIS), payroll, and accounting and expense reporting systems Supports 401(k) Plan reporting and audit Oversees Workers' Compensation, garnishments, and unemployment insurance administration Assists with benefits administration including 401(k) Plan, medical and ancillary plans, annual renewal, insurance bill auditing and approval of invoices for payment, audits, compliance reporting/notices and filings (e.
g. W-2s, 1099-s, ACA forms, 5500, federal and state payroll, tax, and unemployment insurance) Ensures applicable employment laws and regulations are followed reducing legal risks; maintains records, reports, and logs in accordance with country specific requirements May assist with accounting and financial reporting for another domestic business entity (AGTA) May review payroll for the Company's international entities and other U. S. entities Maintains company's Travel and Leisure (T&L) guidelines including expense reporting Escalates issue resolution Collaborates with HR to reconcile monthly benefit carrier bills against payroll deductions, process corrections as needed and ensure new deductions are properly processed each month Maintains and updates SOPs related to functional area, and ensures processes are accurately reflecting updates approved by Finance/HR leadership Timely prepares, processes, files, scans, shreds, and tracks corporate data and documents Follows company data and document retention guidelines Provides input for strategic development of the department goals, objectives, process improvements, and systems Works with multi-functional and regional teams on complex business issues Supports corporate values initiatives, employee engagement, and well-being activities Other projects as assigned by supervisor Allyn is a privately held professional services firm established in 1992.
We provide high quality, customer centric services and solutions for the global marketplace. Our core products include transportation management, logistics sourcing, freight forwarding, supply chain consulting, tax management, and customs compliance. Our clients range from small local businesses to Fortune 500 firms in industry sectors such as power generation and renewable energy, road construction equipment, electronics, industrial materials, heavy duty trucks, mining and drilling equipment, oil and gas, modular building, medical equipment, not for profit, and US government.
Allyn conducts business in over twenty different languages and has extensive experience in both developed and emerging markets. Our highly trained experts are located throughout North America, South America, Europe and Asia. Allyn has regional headquarters in Fort Myers, FL USA, Shanghai P. R. China and Prague, Czech Republic.
Allyn offers a team environment, competitive benefits and ongoing training, and support for our team members. If you are in alignment with our corporate values of focused growth, well-being, enjoyment, contribution, excellence, creativity, prosperity, and integrity, and while valuing professionalism and teamwork - now is the time for you to accelerate your career and join the Allyn team. Apply today or refer a qualified friend!
data warehousing applications, and financial reporting systems. You will serve as a financial adviser to operational and corporate functions. You will be tasked with complex analysis assignments that require mature analytical reasoning and experience. REQUIREMENTS: You will design and develop operating budgets and forecasts; evaluate results and perform variance analysis - Communicate performance to business leaders and aid in training the organization to enhance financial acumen - Coordinate the preparation of materials for monthly board packages and calls - Identify financial risks and opportunities - Identify trends and developments in industry.
EDUCATION & EXPERIENCE: Bachelor s degree from an accredited College or University in Finance or other related discipline with 3+ years of relevant experience
of the loan, perform payoff analysis and conduct funds transfer to appropriate parties at payoff. Responsibilities: The Servicing and Monitoring Analyst will: Perform quality control reviews of underwriting and fundings Monitor performance and carryout servicing functions on government receivables portfolio Analyze borrower tax transcripts and financial condition to create strategic decisions Communicate with borrowers and vendors regularly on account status, including maintenance of records Create balance statements, communicate payment activities with accounting, borrowers and client Process quality control reports and resolve exceptions to aide in monitoring portfolio performance Handle
day-to-day servicing objectives, including updates to databases and documenting recent activities Perform other duties, as needed Qualifications: 3+ years of Credit Monitoring & Analysis experience Bachelor's Degree in Finance, Accounting, Economics or related field Commercial Lending and/or Monitoring experience with a focus on small business loans Solid understanding of Accounting principles, Financial Statements and Income Tax returns Familiarity with Salesforce Microsoft Excel proficient Solid problem solving and time management skills Great interpersonal skills Excellent communication skills (written and verbal) Strong attention to detail Highly organized Desired Skills: Familiarity with credit Reports, tax transcripts or i Lien platform
and supervision of management.
They will provide valuable insights to the business to improve the effectiveness of risk management, control, and governance processes. How you will make an impact: Support audit management or audit lead in the execution of high quality backssments of the Company's complex processes and controls (including statistical data) for accuracy, completeness, effectiveness and compliance Prepare clear and concise audit work papers that summarize scope, audit planning methodology, detail control procedures and conclusions for audit field work testing and provide sufficient evidentiary data to support the work performed Assist with identification of any findings/deficiencies
along with recommendations for remediation Work with business partners to address deficiencies or findings through periodic monitoring and retesting Perform special projects and assignments under direction of department management.
May support internal and external audit/compliance groups with various activities that may include, testing, documentation, client request materials, and data validation Minimum Requirements: BA/BS in related field and up to 2 years related experience; or any combination of education and experience, which would provide an equivalent background Preferred Skills, Capabilities and Experiences: Strong verbal and written communication skills to interact and
engage with associates across multiple locations Strong critical thinking skills CPA/CIA/CISA certification Project management, process improvement, and quality oversight background Public accounting (e.
g. Big Four) audit experience Understanding of insurance company operations Previous experience with Governance, Risk and Compliance (GRC) systems (e. g. Workiva WDesk, Highbond, Audit Board, Service Now, etc. ) Ability to travel to worksites and other locations as necessary Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates.
Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. Candidates must reside within 50 miles or 1-hour commute each way of a relevant Elevance Health location. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19.
If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, interaction, interactionual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws.
Applicants who require accommodation to participate in the job application process may contact elevancehealthjobssupport@for assistance. Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler.
We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week.
Specific requirements and expectations for time onsite will be discussed as part of the hiring process. Candidates must reside within 50 miles or 1-hour commute each way of a relevant Elevance Health location. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation.
Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, interaction, interactionual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact elevancehealthjobssupport@for assistance.
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.
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
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!
careers. No previous experience is required, as we provide tools for training and licensing to support your professional development. Responsibilities: Client Engagement: Connect with clients remotely to understand their financial goals, risk tolerance, and investment objectives.
Develop personalized financial strategies that align with their needs and focus on achieving exceptional performance outcomes. Performance Tracking: Continuously monitor and analyze investment portfolios, market trends, and economic indicators. Make data-driven recommendations to optimize performance and maximize returns for clients. Financial Planning: Conduct comprehensive financial analyses, including retirement
planning, estate planning, and risk management. Collaborate with clients to develop tailored financial plans that support their long-term goals. Relationship Building: Build and maintain strong client relationships through effective remote communication channels, including video conferencing, email, and phone calls.
Provide exceptional service and conduct regular portfolio reviews to ensure client satisfaction and retention. Compliance and Ethics: Adhere to industry regulations, ethical standards, and best practices to maintain client confidentiality and trust. Stay updated on financial industry developments and maintain appropriate licensing and certifications. Professional Development:
Take advantage of our training programs and resources to enhance your financial knowledge and expertise.
Stay informed about financial products, investment strategies, and market trends to deliver superior client service. Business Development (Future Potential): As you progress in your career, you can build your own brokerage remotely. Develop a network of potential clients, recruit and train a team of financial professionals, and drive business growth in your remote location. Qualifications: Previous Experience: While no experience is required, a background in finance, economics, or a related field is preferred. Experience in sales, customer service, or financial planning will be advantageous.
Strong Analytical Skills: Demonstrated ability to analyze complex financial information, interpret market trends, and make informed investment decisions based on data. Excellent Remote Communication: Exceptional verbal and written communication skills in remote settings, with the ability to explain financial concepts clearly and concisely. Results-Oriented: Proven track record of achieving performance targets and delivering outstanding client financial outcomes. Integrity and Ethics: Commitment to maintaining high ethical standards and adhering to regulatory requirements in the financial industry.
Entrepreneurial Mindset: Long-term interest in building and expanding a brokerage remotely, including the ability to foster client relationships, recruit and train a team, and drive business growth. Benefits: Remote Work Environment: Enjoy the flexibility of working from anywhere while providing financial services to clients. Comprehensive Training and Licensing Support: Access tools, resources, and training programs to develop your financial expertise and obtain necessary licenses. Compensation: Competitive compensation package with a performance-based structure that rewards your achievements.
Career Advancement Opportunities: Unlock the potential to build and lead your brokerage remotely as you progress. Industry-Leading Resources: Access advanced technology platforms, market research, and industry insights to support your work and deliver superior client service. Work-Life Balance: Embrace a flexible work schedule and achieve a healthy work-life balance in a remote work environment.
Accountant for the HOA Accounting team will report directly to the HOA Accounting Manager and is responsible for assisting in all accounting functions related to the HOA side of Exploria Resorts business. Responsibilities and Duties: Maintaining financial reports, records, and general ledger accounts Preparing journal entries, and assisting with monthly close processes Maintaining documentation for accounts payable, purchasing, and treasury Compile data and prepare a variety of reports Verifying the accuracy of invoices and other accounting documents or records Data entry, filing, scanning, and maintaining accurate accounting records Recording journal entries (Including intercompany entries which
will include various accounting departments) Ad-hoc projects as needed Ensuring compliance with GAAP All other duties assigned by management Qualifications and Skills: 2 years of experience in an accounting role preferred Associates Degree in Accounting required Knowledge of accounting software required Proficient in Microsoft Excel with a strong aptitude for data analysis using advanced functions, formulas (VLOOKUP, IF Functions, Pivot Tables), and tables Knowledge of GAAP Knowledge of Accounts Receivable and Accounts Payable Comfortable with a fast-paced, demanding environment Ability to effectively manage time, multi-task, and prioritize projects to meet established deadlines Ability to communicate
clearly and concisely, both verbally and written Required Competencies: Thoroughness in completing work assignments Ability to work individually with little supervision Excellent attention to detail, follow-up Strong organizational and interpersonal skills Physical Requirements: Position may require moving, lifting, sitting for long periods of time, and carrying files and/or boxes.
Sign up to join our mailing list and hear about future opportunities: Exploria Resorts Recruitment Form Required Preferred Job Industries Hotel & Hospitality
in the Supplier Category. Benefits that drive themselves $17.00-$19.00/Hour Based on Experience! Full Time, Monday-Friday, 8am-5pm Paid Holidays Off and No Weekends! We offer full benefits such as medical, dental, vision, life insurance, disability, 401K, 104 hours of paid time off accruals, complimentary gym access, meal prep services, and much more!
Employee discount program. Long-Term Career Opportunities! Many of our leaders started with Chadwell looking for a job, just like you, but found long-term career opportunities at one of our 23 Branches across the Country. Named Top 100 Companies in Tampa Bay 2019, 2020, 2021 and 2022! Overview The Accounts Receivable Clerk is responsible
for collecting payments from various sources, processing refunds, and supporting Accounts Receivable functions as needed/assigned. What you will need Be a minimum of 18 years of age.
High School Diploma or GED is required for this position. Be proficient in Microsoft Outlook and Excel. Above-average analytical skills are required for this position. Employee must show aptitude in learning new software programs, such as Great Plains and Sales Pad. How you will make an Impact Effectively utilize electronic tools (including document scanners and online portals) for paperless document processing. Efficiently and accurately process a high volume of electronic payments including Credit Card,
ACH, and check payments. Research and reconcile payments and accounts.
Work with customers and internal departments to resolve missing documents and research any discrepancies. Create, reconcile, and process bank deposits. Follow procedures for accurately and efficiently posting and reconciling checks. Assist with AR functions, projects, and other duties as assigned. #INDIT Powered by Jazz HR
and their families in surrounding communities. Benefit Package: (Full Time Employees) Competitive salary 401K with 3% Match 1 Week Paid Sick Leave increasing incrementally with seniority 2 Weeks Paid Vacation increasing incrementally with seniority Holiday Leave (10 Paid Holidays) Individual Center Sponsored Health Insurance and Pro-rated Dependent Health Insurance Life, AD&D and Long Term Disability coverages Scope: To assist the center's Comptroller in processing, analyzing and maintaining records in relation to the AP cycle.
Knowledge and Skills: Accurate and timely in accounts payable processing. Knowledge with Microsoft Great Plains Dynamics. Strong customer service relationships
with external vendors and company personnel Provides timely feedback to Supervisor. Adheres to Company internal control process and company policies and procedures.
Assists Accounting Supervisor in research and resolution of transactions as applicable. Maintains confidentiality with all company information. Knowledge of online banking, ACH payments, wire transfer and credit card payments. Other duties as assigned by Supervisor. Job Requirements: High School Diploma; minimum 2 – 3 years’ experience in the accounts payable cycle Excel (Intermediate) a MUST. Basic knowledge of accounting principles. Excellent attention to detail and organization skills. Multi-tasking and problem-solving
skills. Ability to consistently meet all deadlines. Great Plains Accounting a MUST.
Job Type: Full-time Benefits: 401(k) Dental insurance Employee assistance program Health insurance Paid time off Tuition reimbursement Vision insurance Schedule: Monday to Friday Work Location: In person Powered by Jazz HR
firm. We are 100% employee owned. We live to serve successful people with complex financial lives, and we are looking for Financial Planners who share our core values and commitment. If this is you, we want you to join our team! As an Associate Financial Advisor, you will be an integral part of the team delivering the personalized service that is our hallmark.
The career path for this role graduates to becoming a primary advisor on client relationships, with the opportunity to learn how to meet and engage with prospective clients. You will be based in our Boca Raton, FL office and work on a hybrid model (currently two days in the office, three days at home). Your main responsibilities
will include: Delivering exceptional service to our clients Managing the workflow of the team Scheduling and preparing for client and prospect meetings Attending meetings and coordinating follow-up Inputing client data into our financial planning program and producing reports and analysis Performing regular review of client accounts, reports and invoices to ensure accuracy and appropriate follow-up Coordinating with our Client Service and Investment Operations Teams on account paperwork, custodian-related service activities, and client deliverables Ensuring all client activity is properly documented and compliance-related items are up to date and delivered Are you the right fit?
You are
passionate about helping people and are dedicated to exceeding client expectations You have strong organizational and rigorous follow-up skills to ensure all client needs are being met Attention to detail is second nature to you—it’s all about getting things right You love being part of a team and actively engage with other team members to bring our best to clients You are a proactive self-starter and do not hesitate to ask questions to get the job done You have excellent written and oral communication skills and are proficient with standard office software You have a bachelor's degree and at least 1-2 years of experience in financial planning, wealth management or related industry You expect to earn your CFP designation within two to three years.
Bonus points: you have a major or minor in a CFP Board-accredited Personal Financial Planning Program and/or a CPA designation What Do We Offer? We offer the right people the opportunity to join an entrepreneurial firm committed to the personal and professional growth of each team member and to maintaining a positive, encouraging working environment. We respect each other and enjoy working together. For the best professionals, opportunities are limited only by your talent and drive, and strong performers who embrace our core values and culture can become Principals of the firm and share all the benefits of ownership.
We offer a comprehensive benefits and perks package which includes: 401(k) plan with an employer match Competitive health insurance options, with a generous employer contribution Flexible Paid Time Off (FTO) program Educational reimbursement Employee engagement platform for recognition and rewards Health and wellness benefit Early office closure on Fridays Beautiful offices and plenty of snacks Onsite gym and more Qualified candidates should apply at teamhewins. /apply. Powered by Jazz HR
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for the daily management of a financial center and its employees. This role operates as a business owner and is responsible for fostering a team environment, instilling an effective client-centric and risk culture in the center, and demonstrating that we are here collectively to help customers achieve their financial goals.
The financial center manager holds a critical role, ensuring operational excellence and cohesive effectiveness. A Financial Center Manager (responsibilities): --- Develops talent, including proactive sourcing of candidates--- Manages client traffic, engaging and appropriately routing clients and fostering client retention---
Manages business results through formalized management routines and coaching--- Creates a world class client experience environment--- Manages market-level initiative prescribed by market leaders--- Drives operational excellence by engaging employees on business strategy--- Manages organizational priorities and effective execution This position may also have responsibilities for managing associates.
At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Managerial Responsibilities: --- Diversity & Inclusion: Model an inclusive environment for employees and clients, aligned to company D&I goals.
--- Manager of Process & Data: Demonstrate deep process knowledge, operational excellence and innovation through a focus on simplicity, data-based decision making and continuous improvement. --- Enterprise Advocate: Communicate enterprise decisions, purpose and results, and connect to team strategy, priorities and contributions. --- Risk Manager: Ensure proper risk discipline, controls and culture are in place to identify, escalate and debate issues. --- People Manager & Coach: Provide inspection, coaching and feedback to motivate, differentiate and improve performance.
--- Financial Steward: Actively manage expenses and budgets in alignment with objectives, making sound financial decisions. --- Enterprise Talent Leader: backss talent and build bench strength for roles across the organization. --- Driver of Business Outcomes: Deliver results by effectively prioritizing, inspecting and appropriately delegating team work. Required Skills: --- 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. --- Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms.
--- Applies strong critical thinking and problem-solving skills to meet clients' needs. --- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment. --- Can interpret performance results, find opportunities to drive success and hold others accountable to results. --- Can be flexible to work weekends and/or extended hours as needed.
Desired skills: --- 1+ years management experience including hiring, coaching, and developing direct reports--- Experience in financial services and knowledge of financial services industry, products and solutions. --- Experience working in an environment with individual and team goals where goals were routinely met or exceeded. --- Spanish Language preferred. Skills Used in this Role: --- Coaching--- Customer Focus--- Decision Making--- Establishing Trust--- Influencing--- Learning Agility--- Demonstrating Technology--- Overcoming Objections--- Performance Management--- Risk Management--- Time Management--- Sales Management--- Consumer Products and Solutions--- Cash Management--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40