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
Accounting is a hands-on and experienced individual who will oversee the Central Office accounting team. This position will be responsible for all facets of general accounting for the Central Office including account reconciliations, fixed assets, lease accounting, monthly close process, preparation of financial statements and periodic reporting.
The individual will also provide guidance to Sonic's operating divisions, handle treasury management tasks, and enforce corporate accounting policies and procedures. Significant involvement in other special projects will be required as well as a strong working knowledge of US GAAP/IFRS and spreadsheet software. Essential Job Duties: Manage the
Central Office accounting team which includes hiring, training, and mentoring staff Treasury management activity: oversight and maintenance of cash logs and reporting; management of cash transfers, wires, checks, credit card, and ACH activity Prepare and/or oversee account reconciliations for the Central Office Assist in enforcement of corporate accounting policies and procedures across the US Group Oversees all accounting systems including financial reporting application Responsible for maintaining Sonic's master chart of accounts Oversee all accounts payable processes to include payment methods and process enhancements to streamline disbursements for the US Group Coordinate directly with bank
regarding daily issues and required treasury updates, as applicable, and maintain consolidated bank account listing Manage the credit card program for the US Group; Duties include helping divisions obtain new credit cards, logging in, speaking with other program coordinators to resolve various credit card issues, and monitoring compliance to increase consolidated spend Review divisional balance sheet reconciliations for the US Group Analyze divisional balance sheets; Review and report on assigned divisional accounts and actively communicate with divisions for proper resolution of reconciling items.
Responsible for preparation, posting and reconciliation of journal entries Experience integrating acquisitions into various financial systems Responsible for preparation of corporate bank account reconciliations and review of divisional bank reconciliations including enforcement of corporate guidelines for resolution of reconciling items Responsible for monthly corporate fixed asset and lease accounting including project accounting.
Assist with external audit including coordination of PBC requests across the US Group Ensure compliance with corporate policies Support as needed for special finance centric projects Want to help get your resume to the top?
Take a look at the qualifications and experience we require: BBA degree in accounting. CPA designation is required Minimum 10 (ten) years accounting experience is required, preferably with a combination of public and industry experience. General accounting experience covering all financial areas is required. Prior accounting management experience High degree of intelligence and the ability to analyze and comprehend new situations quickly Excellent mathematical aptitude Excellent organizational and written/verbal communication skills Excellent computer skills, especially with Excel A high degree of creativity and ability to think strategically Able to meet deadlines and work in a fast-paced environment Strong work ethic and team player with an eye for detail and accuracy Able to perform duties with minimal supervision Ability to maintain confidentiality Knowledge of any of the following is a plus: Sage FAS, Power Plan, Payment Net, Certify, Concur, Am Trav, Re Qlogic, Multi Entity Management (GP), Workday Here are some of the preferred skills we are looking for: Experience with Great Plains and Management Reporter are strongly preferred Multi-company auditing or accounting experience is preferred Healthcare industry experience is strongly preferred Excited about a career with a company that exemplifies its core values and offers a great total rewards package?
! Competitive wages Medical, Dental, Vision, Life and AD&D, Short and Long Term Disability 401k Savings Plan and Employer Match Work-life balance, including Paid Time Off and Paid Holidays Scheduled Weekly Hours:40Work Shift: Job Category: Accounting / Finance Company: Sonic Healthcare USA, Inc Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees.
We prohibit discrimination and harassment of any kind based on race, color, interaction, religion, age, national origin, disability, genetics, veteran status, interactionual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
We ask Why.
" They utilize Net Suite and Paycore. 1000% growth over the last 3-4 years combined so they are building out a team to match their growth. Looking for someone with a background similar to construction including Capital Projects General Contracting, Equipment, Multi-family, and Owner operated.
Interview process will include (1. ) Virtual meeting (2. ) Virtual with head of culture (3. ) DISC backssment (4. ) Separate in-person meetings with 3 people including the hiring manager and 2 others - Expect 2 hours for this final _____ The Project Accountant role will provide the opportunity to develop you into a well-rounded finance and accounting professional. As a Project
Accountant you will adhere to construction accounting SOPs in support of the Accounting and Delivery teams. This will include entering and auditing financial transactions in the appropriate systems and utilizing and continuously improving templates used to ensure data accuracy.
Main Responsibilities Perform the financial tool setup of Net Suite, Procore, and Vena for construction projects (including working with the team to establish approval workflows). Generate month-end close transactions as they are related to construction projects, including accruals and reconciliations. Assist the project team with buyouts as requested by the Delivery Manager. Audit General Contractor (GC) financial
submissions for accuracy (cost codes, supporting docs, excel file formulas working correctly) and consistency across all backup documentation.
Enter construction project POs and change orders for approval into accounting systems. Update existing Net Suite construction POs as directed by accounting team to reflect changes in subsidiary structures (supporting land replats). Coordinate with Delivery team to enter, update and track potential change orders, including gathering and reviewing GC support. Audit and correct all construction transactions (coding, subsidiaries, inventory allocations, vena fields, GL tie outs). Collaborate with Delivery team on the monthly GC pay app process: Validate % completion and accuracy of pay app forms and supporting documents Provide supporting narrative as needed to project leadership Validate and reconcile data used in monthly project reporting (subsidiary, project, cost code).
Manage collection and tracking of lien wavers as required from the project's General Contractor. Other Project Accounting duties as appropriate. Qualifications: 5+ years of experience in an Accounting role, preferably Project/Cost Accounting in Construction or similar industry. Bachelor's Degree in Finance, Accounting, or related field required.
Fluent spoken and written skills in English. Knowledge & Skills: Highly motivated professional who consistently shows initiative with a focus on innovation and continuous improvement. Highly organized, with strong critical thinking skills and an attention to detail and accuracy. Ability to simultaneously manage multiple projects. Team player with solid interpersonal skills and a pension for collaboration. Strong understanding of accounting and financial reporting principles and practices. Analytical mind with strong conceptual and problem-solving skills. Ability to prioritize workload, work under pressure and meet tight deadlines.
Excellent reporting writing, communication and IT skills. Proficient with Microsoft Excel.
challenging traditional boundaries, seizing opportunities, and being the renowned provider of innovative products and services. Our Mission: Through teamwork, we will increase the profitability and efficiency of our clients to prime while maintaining an environment that fosters unequaled team member growth and success.
Prime - The most flourishing stage or state, reaching perfection Our Values: Absolute honesty and integrity Uphold the highest level of confidentiality and trust Empowered, passionate, heartfelt, caring, and supportive of our clients and teams Teamwork is the source of our strength Change is essential, and we will always embrace it We encourage our family to grow, contribute,
and accomplish Leading the industries we serve through innovation and creativity Consistent, actionable knowledge transfer to those we serve Owning our results and being accountable to ourselves, our team, and our clients We are currently looking for a Bookkeeping Coach to assist our clients with accurate financial reporting within the skilled trades industry.
This role will enable you to contribute to the well-being of a small business, allowing the owner and their team to achieve their professional and personal goals. We offer a generous base salary in addition to bonuses and spiffs, yielding a targeted compensation of $95,000+ per year! The Job Join a team of 30+ coaches! Full training
offered. Proven processes and procedures are built out for you to follow.
Dedicated support staff to assist with scheduling, documentation, and reporting. Teamwork is the source of our strength. The entire team is here to support you. Talk with several team members before you join our team - we are an extended family! A component of this position is traveling to your client's small business for hands-on process improvements within the accounting department. Travel is limited to once per month, 3 - 4 per day on average. You also have the option to extend your stay after an onsite and enjoy the local culture. Travel reward points earned are yours to use personally.
Primary Job Function Delivery of quality coaching using BDR core principles and ideologies to empower our clients to drive profit and growth in their businesses. Examine, analyze, and interpret accounting information to organize that information to enable performance analysis of business segments. Train each client's accounting team to understand what they need to do daily & why it is important; this could include actual assistance with daily data entry or corrections of data already recorded. Recommend process improvements to clients and /or additional training where needed for staff to help reduce the time needed to perform services, increasing internal efficiencies.
Review financial statements for accuracy and completeness. Write clear and concise business processes & procedures & assist clients with proper implementation. Attend client events as directed. Reports to: Sr. Financial Coach Work Hours: 7:00 am to 4:00 pm, Monday through Friday, some weeknights, and some weekends. Overnight travel 1-2 times per month is also required. Location: Remote! Work from your home office, taking 4 client calls per day, offering some flexibility to your daily schedule. Compensation: Base $55,000 - $65,000 DOE + Bonuses and Spiffs (Top Performers earn $100K+) Perks & Benefits Full benefits package: 401k with employer 3% matching; Medical insurance provided with minimal employee contribution (with HRA), Supplemental insurances, EAP, employer-provided life insurance/AD&D, 3.08 hours of accrual of PTO biweekly, 6 paid holidays off, and much more!
Work from your home office, taking 4 client calls per day, offering some flexibility to your daily schedule. Fully cloud-based operations allow easy access to documents. BDR will provide basic office equipment and supplies to set you up for success as a Financial Coach.
We reimburse you for your internet up to $75 per month. Extend your stay after an onsite meeting and enjoy the local culture. Travel reward points earned are yours to use personally. The Qualifications Previous Bookkeeper experience A minimum of 2 years of customer service experience or equivalent education A minimum of 4 years of financial accounting experience or equivalent education A minimum of 2 years of accounting software experience and a complete understanding of the internal workings of accounting software Proficient in various accounting software programs, including Quick Books, Microsoft Outlook, Word, Excel, and Power Point.
Strong communication skills, verbally and in writing Quality phone presence Why work for Us? Named in Seattle Business Magazine for Washington's Best Companies to Work For list for 2022! Our average employee tenure is over 5 years, and we are a great place to work! Our team is truly passionate about helping our clients be successful Caring ownership and management Clear expectations and communication Great place for career advancement with training and support from the team Lots of long-term clients Fun!
Yet professional What are you waiting for? Responsive employer. Apply today! WE ARE A 100% DRUG-FREE EMPLOYER billing, accounting, invoicing, accounts payable, ap, quickbooks, accounts receivable, ar, office assistant, admin
leadership. Accuracy level and customer service scores must be consistently > 90% with the understanding that should their scores dip, an action plan up to and including demotion may occur. The employee must adhere to all employee codes of conduct to ensure their actions are consistent with the mission of CHRISTUS Health System as we continue to extend the Healing Ministry of Jesus Christ.
This position follows departmental productivity and quality control measures as set forth by management. Requirements: Education/Skills High school diploma or equivalent Some knowledge of managed care Excellent interpersonal and communication skills and good math knowledge essential Experience with
PCs, Excel, Word Processor and email Comfortable using a computer10 key, general office machinery Self-motivated and self-directed, dependable, strong organizational and prioritization skills, excellent customer service skills, and strong problem-solving skills.
Preferred at hire: Knowledge of health insurance and managed care concepts and requirements. Associates in Medical Office Management, business or accounting. Experience Knowledge of basic accounting principles1-2 years' experience in a medical office environment Preferred at hire: Strong accounting/bookkeeping or banking background3-4 years' experience in a medical office environment Must obtain: Expertise and knowledge of health
insurance verification and precertification. Broad and thorough knowledge of Third Party Payer Issues Certifications None required Preferred at hire: Coding experience, medical office management certificate Work Type: Full Time EEO is the law - click below for more information: - www.
eeoc. gov/sites/default/files/2023-06/22-088_EEOC_Know Your Rights6.12Screen Rdr. pdf We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at (844) 257-xyz X.
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
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 LOCATION Bertram, TX Galveston Bertram, TXBig Lake, TX Kyle Big Lake, TXBig Sandy, TX Burleson Big Sandy, TXBig Spring, TX Little Elm Big Spring, TXBig Wells, TX Grapevine Big Wells, TXBigfoot, TX Rockwall Bigfoot, TXBishop, TX Bedford Bishop, TXBlackwell, TX Cedar Hill Blackwell, TXBlanco, TX Huntsville Blanco, TXBlanket, TX Haltom City Blanket, TXBlessing, TX Keller Blessing, TXBloomburg, TX The Colony Bloomburg, TXBlooming Grove, TX Sherman Blooming Grove, TXBloomington, TX Channelview
Bloomington, TXBlossom, TX Waxahachie Blossom, TXBlue Ridge, TX Schertz Blue Ridge, TXBlum, TX Coppell Blum, TXBoerne, TX Weslaco Boerne, TXBogata, TX Friendswood Bogata, TXBoling, TX Lancaster Boling, TXBonham, TX Hurst Bonham, TXBooker, TX Duncanville Booker, TXBorger, TX Rosenberg Borger, TXBovina, TX Mission Bend Bovina, TXBowie, TX Midlothian Bowie, TXBoyd, TX Copperas Cove Boyd, TXBrackettville, TX Farmers Branch Brackettville, TXBrady, TX Socorro Brady, TXBrazoria, TX Texarkana Brazoria, TXBreckenridge, TX La Porte Breckenridge, TXBremond, TX San Juan city Bremond, TXBrenham, TX Del Rio Brenham, TXBridge City, TX Prosper Bridge City, TXBridgeport, TX Lufkin Bridgeport, TXBronte, TX Weatherford
Bronte, TXBrookshire, TX Deer Park Brookshire, TXBrownfield, TX Harker Heights Brownfield, TXBrownsboro, TX Cibolo Brownsboro, TXBrownsville, TX Nacogdoches Brownsville, TXBrownwood, TX Cleburne Brownwood, TXBruceville, TX Southlake Bruceville, TXBruni, TX Seguin Bruni, TXBryan, TX Hutto Bryan, TXBryson, TX Greenville Bryson, TXBuchanan Dam, TX Sachse Buchanan Dam, TXBuckholts, TX Converse Buckholts, TXBuda, TX Eagle Pass Buda, TXBuffalo Gap, TX Lake Jackson Buffalo Gap, TXBuffalo, TX Alvin Buffalo, TXBullard, TX Forney Bullard, TXBulverde, TX Balch Springs Bulverde, TXBuna, TX Canyon Lake Buna, TXBurkburnett, TX West Odessa Burkburnett, TXBurkeville, TX Colleyville Burkeville, TXBurleson, TX Cloverleaf Burleson, TXBurnet, TX Big Spring Burnet, TXBurton, TX Corsicana Burton, TXByers, TX Denison Byers, TXBynum, TX Fulshear Bynum, TXDaingerfield, TX Kingsville Daingerfield, TXDaisetta, TX Timberwood Park Daisetta, TXDalhart, TX University Park Dalhart, TXDallas, TX San Benito Dallas, TXDamon, TX Benbrook Damon, TXDanbury, TX Kerrville Danbury, TXDarrouzett, TX Paris Darrouzett, TXDawson, TX Saginaw Dawson, TXDayton, TX Katy Dayton, TXDe Kalb, TX Belton De Kalb, TXDe Leon, TX Celina De Leon, TXDeanville, TX Fresno Deanville, TXDecatur, TX Watauga Decatur, TXDeer Park, TX Fort Hood Deer Park, TX
Quality Work, and Respect. With relentless execution of teamwork between leadership and personnel, our mission to be a leading service provider against our competitors in the global energy industry is possible. Purpose Statement for the Position: to plan and direct the accounting operations of the company.
Duties and Responsabilities Oversees the operations of the Accounting Department, which include accounts payable, accounts receivable, bank reconciliations, and payroll. Oversees training programs and identifies training needs for the team. Maintains a documented system of accounting policies and procedures; implements a system of controls over accounting transactions to minimize risk.
Oversees the production of periodic financial reports; ensures that the reported results comply with generally accepted accounting principles or international financial reporting standards.
Recommends benchmarks that will be used to measure the company's performance. Produces the annual budget and forecasts; reports significant budget differences to management. Works with external auditors and provides needed information for the annual audit. Ensures compliance with local, state, and federal government requirements. Complete month-end and year-end close of income statement and balance sheet, reconcile accounts, and handle G/L analysis. Advance Finance Department initiatives, such as software
and systems implementation and other departmental or firm-wide improvements, as needed, with research, planning and implementation.
Collaborate with executive team and partners to make efficient and effective firm-wide operation possible. Prepare cash-flow reports that project cash needs at weekly and monthly intervals and handle daily cash management. Manage the creation of the annual budget and forecasts and monitor them monthly. Skills and Qualifications Bachelor's degree in finance, business administration, accounting, or related area. Minimum of 12 years' experience in the accounting field. Accounting designation preferred, with 3+ years of post-designation experience.
In-depth knowledge of the entire finance function. Excellent verbal and written communication skills. Excellent interpersonal and customer service skills. Proficient in Microsoft Office Suite or related software. Excellent organizational skills and attention to detail; ability to stay organized. Ability to work independently. Ability to negotiate contracts and insurance policies, review invoices, and meet with tax advisors and auditors. Familiarity with Net Suite, Kronos, and FP&A (Vena preferred). Gladiator Energy is an equal opportunity employer and considers all applicants without regard to race, color, religion, national origin, ancestry, citizenship, interaction, pregnancy, age, physical or mental disability, genetic information, services in the uniformed services, or any other basis protected by federal, state, or local law.
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
and other related financial activities. Supervisory Responsibilities: · None. Duties/Responsibilities: · Performs general cost accounting and other related duties for the organization. · Prepares monthly balance sheets, income statements, and profit and loss statements.
· Maintains the general ledger. · Codes invoices, sets up new accounts, reconciles accounts, and closes the monthly books in a timely manner (within 10 days EOM). · Reconciles bank accounts at least monthly, verifies deposits, and addresses inquiries from banks. · Reconciles cash disbursement accounts, and other financial accounts. · Verifies and/or completes payment of invoices associated with accounts payable and ensures
payments are charged to the appropriate accounts. · Provides outside auditors with assistance; gathers necessary account information and documents to perform annual taxes.
· Files sales tax with the appropriate tax agencies each month. · Performs other related duties as assigned. Required Skills/Abilities: · Excellent verbal and written communication skills. · Excellent organizational skills and attention to detail. · Knowledge of general financial accounting and cost accounting. · Understanding of and the ability to adhere to generally accepted accounting principles. · Proficient with Microsoft Office Suite or similar software, and Netsuite or other Oracle based accounting software.
Education and Experience: · Bachelor’s degree in accounting, or related field, required.
· At least three years of related experience required. Physical Requirements: · Prolonged periods sitting at a desk and working on a computer. · Must be able to lift up to 15 pounds at times. What Samco Enterprises, Inc. Offers You: · Competitive compensation · Health and Dental Benefits · Personal Time Off · Profit Sharing Plan · Safety Focused Culture · Collaborative in office work environment, supportive team members. Job Type: Full-time Salary: Starting at $60,000.00 per year based on experience Benefits: Dental insurance Health insurance Paid time off Vision insurance Physical setting: Office Schedule: Monday to Friday 8a-5p Education: Bachelor's (Required) Experience: Accounting: 3 years (Required) Work Location: In person
healthy, and sustainable environment. ESFM’s clients include many household names from Life Science, Technology, Oil & Gas and Manufacturing markets. ESFM self-performs 80% of all IFM solutions provided to clients. Their portfolio of service categories includes Environment, Health & Safety, Facilities Maintenance & Engineering, Sustainability, Janitorial & Industrial Cleaning, Laboratory Support and Workplace solutions.
This self-performance model creates a consistent hospitality experience for clients, resulting in higher engagement and productivity from their employees. In 2020, ESFM (formerly Eurest Services) won the George Graves Award for Facility Management Achievement from the
International Facilities Management Association (IFMA). Job Summary Job Summary: Working as the Financial Analyst you will be responsible for backssing the financial performance of the school nutrition program.
You will assist with all the accounting and control functions at the account including all revenue and expense reporting, accounts payable, accounts receivable and monthly financial reporting requirements. Key Responsibilities: Compiles new and rebid pro-forma and analyzes for accuracy Prepares and analyzes monthly management reporting; new, rebid and lost business reporting; weekly Business Owner Reports Provides financial guidance to operating units within the region on matters
involving client returns, revenue and profitability goals Improves financial status by compiling and analyzing budgets and forecast, monitoring variances, identifying trends, and considering " what if” scenarios to bring forth suggestions to the Director of Finance Documents and maintains complete and accurate supporting information for all financial transaction.
Provides accurate and timely reporting on the financial activity of individual project Creates and designs reports and spreadsheets; creates and maintains a database to organize, collect and upload data into required reporting formats Preferred Qualifications: Bachelor's degree (B. A. ) from four-year College or University in Accounting or Finance; three to five years of related experience in Foodservice; K-12 experience is preferred Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community Ability to write speeches and articles for publication that conform to prescribed style and format Ability to effectively present information to top management, public groups, and/or boards of directors Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume Ability to apply concepts of basic algebra and geometry Ability to competently use Microsoft Word, Power Point, and Excel.
Ability to competently use a personal computer Ability to define problems, collect data, establish facts, and draw valid conclusions Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables Experience with SAP, Excel, Power Point, Access Strong organization and time management skills Excellent negotiation and communication skills Knowledge of generally accepted accounting principles Apply to ESFM Services today!
ESFM is a member of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, interaction, age, disability, veteran status, interactionual orientation, gender identity, or any other classification protected by law.
We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. We encourage applicants with a criminal history (and driving history) to apply. Eurest services maintains a drug-free workplace. Req ID: 1265088 ESFM Jacinda Moore
part of a diverse healthcare legacy that’s served our community for more than 125 years. Put your skills to work with us, seek opportunities to learn and join a talented team where patient care is more than a job. It’s our passion. PRIMARY PURPOSE Performs registration duties to include patient registration, obtaining precertification, obtaining proper authorizations, insurance verification and preliminary financial counseling services to ensure Parkland's financial viability at the most basic level.
MINIMUM SPECIFICATIONS Education - High School diploma/GED - Associate's degree preferred. Experience - Minimum of 2 years' experience within a hospital or clinical environment, an insurance
company, managed care organization, other financial service setting, registration, financial counseling, financial clearance and/or customer service in a health care environment.
- General knowledge of patient access financial counseling functions in both acute and non-acute settings is a plus. - Working knowledge of medical terminology and insurance terminology. - Ability to work multiple computer systems such as patient, registration/accounting system, document imaging, scanning, proprietary payer websites and data quality monitoring, both accurately and efficiently. - Prior experience in patient access, billing, cash collections, insurance, appointment scheduling preferred. - Knowledge
and function and relationships within a hospital environment.
Equivalent Education and/or Experience - May have an equivalent combination of education and experience to substitute for both the education and the experience requirements. Certification/Registration/Licensure - Certified Healthcare Access Associate (CHAA) preferred. - Certified Patient Account Technician (CPAT) preferred. - Certified Revenue Cycle Representative (CRCR) preferred. Skills or Special Abilities - Must be proficient in the use of personal computers, printers, scanners, etc. - Must be able to demonstrate working knowledge of computer software, i. e. Word and Excel Knowledge, Hospital Information/Enterprise Systems, i.
e. EPIC. - Customer service skills and experience. - Ability to work in a fast paced environment. - Must be able to function in a high-level stressful environment while simultaneously multi-tasking. - Ability to receive and express detailed information through oral and written communications. - Professional approach and appearance. - Detailed oriented with basic mathematical and analytical skills. - Must be able to resolve registration issues as they relate to multiple groups including third party payors, system, patients and physicians. - Knowledge of contract reimbursement, third party payors and insurance verification preferred.
- Ability to problem solve within the guidelines of established policies and procedures. - Medical and insurance terminology. - Bilingual skills preferred. Responsibilities 1. Greets patients, family members, peers, and leadership in a professional, friendly, and respectful manner to promote a positive public image of Parkland. Willingness to move about the system to ensure all facets of the job responsibilities are completed accurately and timely to support the needs of the organization. Required to assist the hospital in the event of an internal or external disaster.
2. Obtain, verify, and update accurate demographic, financial, and insurance information in the process of registration. Including the entry of patient/guarantor information in the patient registration/accounting systems. Ensure accounts are billed accurately and timely. Guarantee that medical record numbers are not duplicated or overlays created. 3. Reviews patient accounts for financial status to identify non-funded and/or under-funded patients. Refers appropriate cases to financial counseling for follow-up and consultation and Case Management for clinical justification for pre-authorization as necessary.
4. Educate patients about financial liabilities, employs proper, compliant patient liability collection techniques before, during and after date of service. Performs cash reconciliation and secured payment entry in adherence to financial and cash control policies and procedures. 5. Clearly document actions taken in account notes to ensure information is available and understandable for other departments to review. Tracks productivity/quality and provides cumulative reports daily, weekly and monthly as required. Ensures Patient Rights & Responsibilities as well as other required documents are properly explained and presented to patients.
Job Accountabilities 1. Identifies ways to improve work processes and improve customer satisfaction. Makes recommendations to supervisor, implements, and monitors results as appropriate in support of the overall goals of the department and Parkland. 2. Stays abreast of the latest developments, advancements, and trends in the field by attending seminars/workshops, reading professional journals, actively participating in professional organizations, and/or maintaining certification or licensure.
Integrates knowledge gained into current work practices. 3. Maintains knowledge of applicable rules, regulations, policies, laws and guidelines that impact the area. Develops effective internal controls designed to promote adherence with applicable laws, accreditation agency requirements, and federal, state, and private health plans. Seeks advice and guidance as needed to ensure proper understanding. Parkland Health and Hospital System prohibits discrimination based on age (40 or over), race, color, religion, interaction (including pregnancy), interactionual orientation, gender identity, gender expression, genetic information, disability, national origin, marital status, political belief, or veteran status.
As part of our commitment to our patients and employees’ wellness, Parkland Health is a tobacco and smoke-free campus.
forecasting, and proposal reviews. Strong systems aptitude (Power BI, Share Point, BOBJ) and Excel expertise. Track record of process improvements and streamlining self-work. Expectation for this role is to be the finance representative for the whole repair and overhaul service center and P&L in Fort-Worth, Texas.
Education and Experience Requirements Bachelor's Degree Accounting, Finance or related field required or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job. Master's Degree preferred. 4 years increasing financial responsibility. Working understanding of GAAP. Master's Degree in Accounting, Finance or related
field may offset 1 year of experience. Other Certification preferred. Position Purpose : Leads the assigned operational business areas in developing budgets and forecasts as well as understanding risks and opportunities.
Under minimal supervision, performs ongoing analysis and reporting of actual performance to budgets and/or forecasts. Performs in depth analysis and provides recommendations to operational business units and financial management on area business matters. Job Description Principle Duties and Responsibilities: Essential Functions: Provides assistance to operational departments in budget preparation. Develops staffing and other revenue/margin/expense plans as required. in
coordination with operational management. Prepares reports related to operational or strategic initiatives, analyzes significant variances from planned or forecasted results and provides interpretative comments and recommendations to management.
Prepares accurate and timely analysis and report actual financial performance versus budgets and forecasts. Provides analysis on risks and opportunities and supports analysis on corrective actions. Performs analysis as required. to ensure accuracy of financial statements. Performs in-depth analysis as required, both for operational and strategic initiatives. Continually evaluates financial process to identify and implement continuous process improvements, both in support of operations and with financial processes.
Capture and report savings as appropriate. Perform other duties as assigned. Other Requirements: Complete understanding and application of principles, concepts, practices and standards. A credit history check from a national credit bureau will be conducted for all candidates for this position including new hires and current employees seeking promotion or transfer. Additional Information Requisition Number: 216254 Posting Type: Internal-External Department: J7413-AFW Finance Category: Finance Percentage of Travel: None Shift: First Employment Type: Full-time Salary Grade: E5 Number of Openings: 1 Posting End Date: 01/01/2024 Equal Opportunity Employer/Veterans/Disabled.
Gulfstream does not provide work visa sponsorship for this position, unless the applicant is a currently sponsored Gulfstream employee. Legal Information Site Utilities Contacts Sitemap Copyright © 2023 Gulfstream Aerospace Corporation. All Rights Reserved. A General Dynamics Company. Gulfstream Aerospace Corporation, a wholly-owned subsidiary of General Dynamics (NYSE: GD), designs, develops, manufactures, markets, services and supports the world's most technologically-advanced business jet aircraft #LI-GS1
