This staff accountant position requires a bachelor's degree in accounting or finance and 3+ years of previous experience performing accounting duties. Other requirements include extensive knowledge of the accounting cycle, good communications skills, and proficiency in MS Access, Excel, and integrated accounting packages.
Accountemps’ benefits package offers optional, affordable, employer-sponsored health and welfare insurance for you and your family. Enrollment is optional – you have the freedom to choose the benefits that best meet your needs and those of your family including medical (with prescription drug benefits), dental, vision, short-term disability and term life insurance with Accidental Death & Dismemberment coverage
Through our parent company, Robert Half, we've been matching highly skilled finance and accounting professionals with clients since 1948. Our relationships with top companies in 350 locations worldwide ensure you enjoy competitive pay, challenging careers and assignments with excellent opportunities for full-time employment.
Don't take our word for it:
In 2007 Fortune magazine ranked us # 1 in our industry on the list of America's Most Admired Companies
9 out of 10 of our clients and candidates would recommend our service to a colleague
Contact your local Accountemps office at 1.800.803.8367 to find out more about this job and other job opportunities.
All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.
Applicants for this Assistant Credit Manager position must have 5+ years relevant credit experience and excellent customer service, negotiation, management experience, communication and analytical skills.
Knowledge of Infinium software experience is preferred.
Accountemps’ benefits package offers optional, affordable, employer-sponsored health and welfare insurance for you and your family. Enrollment is optional – you have the freedom to choose the benefits that best meet your needs and those of your family including medical (with prescription drug benefits), dental, vision, short-term disability and term life insurance with Accidental Death & Dismemberment coverage.
Through our parent company, Robert Half, we've been matching highly skilled finance and accounting professionals with clients since 1948. Our relationships with top companies in 350 locations worldwide ensure you enjoy competitive pay, challenging careers and assignments with excellent opportunities for full-time employment.
Don't take our word for it:
In 2007 Fortune magazine ranked us # 1 in our industry on the list of America's Most Admired Companies
9 out of 10 of our clients and candidates would recommend our service to a colleague
Contact your local Accountemps office at 1.800.803.8367 to find out more about this job and other job opportunities.
All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.
Job Responsibilities: Heavy tax preparation (corporate, partnership, individual, fiduciary); financial statement preparation (Compliation and Review), work on special projects.
• Prepare and printed the letter of instruction (e.g., asset/account transfers, beneficiary changes, etc.) for client signature.
• Prepare policies for delivery and run account summaries for variable and securities owners.
• Follow-up with clients to confirm receipt of forms or request for form completion and return.
• Gather internal information for registered representative’s meeting with client/prospect (e.g., prospectuses, annual reports, and Morningstar reports).
• Handle incoming related insurance service requests from clients to include: processing address changes, bank change information, impact of late payments, loan requests, ISA service inquiries and other sales and service related issues.
• Receive and forward checks and related paperwork to investment operations area.
• Pre-check insurance applications, conversions and policy changes for completeness and accuracy. Arrange medical, paramedical and any exams necessary for underwriting.
• Monitor Daily Status Report (DSR) to expedite any additional underwriting requirements.
• Provide current status, account values, and benefits related information to clients.
• Contact clients to set up follow-up meetings with registered representative.
• Contact client for missing demographic information (address, phone number, etc.).
• Photocopy applications, file investment related documents, file variable annuity/variable life related documents, and maintain registered representative calendar.
• Transcribe dictation, type correspondence, and maintain client case file. File new statements, account forms and other insurance/investment related materials.
• Administratively assist in the maintenance financial representative’s calendar, schedule follow-up appointments.
Qualifications
• Provided administrative support and customer service experience to include computer experience and or data entry and oral and written communication skills. Experience in financial services industry or knowledge of insurance preferred.
• Efficient organizational and time management skills with ability to set priorities and meet deadlines.
• Proven strong attention to detail with the ability to work with a high degree of accuracy.
• Ability to work in a fast-paced and flexible environment.
• Possesses full understanding of the reasons to maintain the utmost confidentiality
- Earn over $100,000.00 per year closing less than 5 loans per month without over-charging your clients for your services
Own your life! Work less than 35 hours per week and STILL have the very real opportunity to earn six digits a year!
Secure your chance to market using the Pinnacle Club for Realtors system to attract and build a solid referral relationship with local agents (I have over 100 agents in my club!). I own the EXCLUSIVE rights as the only local chapter operator for this extremely effective marketing system that gives me a 400-700% ROI every year! Check it out at www.ForIdahoRealtors.com.
- Benefit from being part of a 35-state correspondent lender (our branch is approved in ID and OR) with over $120 million in warehouse line capacity, transparent investor pricing and rate lock control, and efficient & timely underwriting and closing departments
- Have access to all major loan types through correspondent (no YSP/SRP disclosure!) and broker channels: FHA, VA, RD, Conventional, IHFA (conv./RD/VA), Construction, Commercial
----> Looking for ONLY THREE experienced**, self-motivated loan officers who want to maintain a successful long-term career in mortgage lending.
Email me at bzimmerman@summit-mortgage.com for the Application Request Form and I'll send it over right away.
*100% Commission less a small monthly desk fee, a per-file flat $595 fee and 13.9% bookkeeping/tax fee per file. No gimmicks!
List of skills that would assist the ideal candidate in fullfilling the requirements of this position: Quickbooks proficiency (including payroll, payroll tax forms, A/P,A/R, bank reconciliation); tax preparation experience including tax preparation software; Excel, Word, Powerpoint, Web Publishing, understanding of a server file tree system; Scanning, filing, general office.
Other details will be provided at interview.
Only qualified applicants will be contacted.
Qualified applicants should expecte to be contacted between 11/9/09 and 11/30/09.
Clearwater Analytics is looking for talented individuals who thrive on solving problems and developing new skills. Clearwater offers a competitive compensation package, exposure to cutting-edge Financial Market issues & information, business-casual workplace, beautiful surroundings and work/life balance.
Account Manager
Responsibilities:
· Build and manage valuable relationships with clients (insurance companies, institutional investors and investment managers)
· Manage client inquiries, requests and expectations(main contacts include Treasurers & upper-level Accounting Managers)
· Provide client training (including discussions on Accounting, STAT, GAAP)
· Deliver timely and accurate information regarding Financial Statements & Analytics Reporting
· Reconcile investment transactions & accounting for portfolios using a state-of-the-art, proprietary, web-based system and answer related questions
· Excellent verbal and written communication skills
· Strong organizational and interpersonal skills
· Strong problem-solving and math skills
· Strong computer skills, including Microsoft Office skills
· Bachelor’s degree in Accounting or Finance
Desired experience and skills:
· Accounting Experience
· Securities or financial markets experience
If qualified and interested in learning more, please email your resume to jobs@clearwateranalytics.com. To be considered you must indicate the Job Title in the subject line of your email. For more information please visit our website at www.clearwateranalytics.com. Clearwater Analytics is an Equal Opportunity Employer.
To all recruitment agencies: Clearwater Analytics does not accept agency resumes. Clearwater is not responsible for any fees related to unsolicited resumes.
Clearwater Analytics is looking for talented individuals who thrive on solving problems and developing new skills. Clearwater offers a competitive compensation package, exposure to cutting-edge Financial Market issues & information, business-casual workplace, beautiful surroundings and work/life balance.
Account Manager – Statutory Accountant
Responsibilities:
· Build and manage valuable relationships with clients (insurance companies, institutional investors and investment managers)
· Manage client inquiries & requests (main contacts include Treasurers & upper-level Accounting Managers)
· Provide client training (including discussions on Accounting, STAT, GAAP)
· Deliver timely and accurate information regarding Financial Statements & Analytics Reporting
· Prepare Quarterly and Annual Statutory Schedules D, DA and E using a state–of-the-art, proprietary, web-based system.
· Reconcile investment transactions & accounting for portfolios using a state-of-the-art, proprietary, web-based system and answer related questions
· Manage assigned projects & coordinate necessary resources
Requirements:
· Statutory Investment Accounting Experience
· GAAP Accounting Experience
· Excellent verbal and written communication skills
· Strong organizational and interpersonal skills
· Strong problem-solving and math skills
· Strong computer skills, including Microsoft Office skills
· Bachelor’s degree in Accounting or Finance
Desired experience and skills:
· CPA
· Tax Accounting Experience
· Securities or financial markets experience
If qualified and interested in learning more, please email your resume to jobs@clearwateranalytics.com. To be considered you must indicate the Job Title in the subject line of your email. For more information please visit our website at www.clearwateranalytics.com. Clearwater Analytics is an Equal Opportunity Employer.
KNOWLEDGE/SKILLS/COMPENTENCIES REQUIRED
*Candidate should have experience in mortgage loan origination and operations; should possess excellent written and verbal communication skills;
*Must be a proven originator and team player
*Completes such other activities as required to meet obligations of position
Direct Responsibilities of the Client Services position include:
• Field client inquiries over the phone in a knowledgeable manner; schedule service calls.
• Develop and maintain positive relationships with all clients through quality assurance visits, phone calls, etc.
• Conduct visits with clients in person or over the phone according to frequency guidelines.
• Coordinate efforts with concerns after visiting clients.
• Maintain a complete Client Service Schedule.
• Create and maintain all client records including but not limited to insurance or program forms.
• Enter new inquiries, new clients, and maintain existing clients in computer system.
• Review and process accounts payables and accounts receivables.
• Generate monthly billing reports, print and mail semi-monthly invoices (including Medicaid, insurance, and program billing)
• Oversee payroll.
• Conduct client introductions as scheduled
• Demonstrate open and effective communication with director, colleagues and clients
• Communicate client and employee concerns or problems with director or other staff members as appropriate
• Participate in on-going training relative to the position
Additional Responsibilities as necessary:
• Field employee applicant inquiries over the phone in a knowledgeable manner
• Assist with the coordination of employee schedules as necessary
• "On-Call” Duty for a share of evenings and weekends, including phones, client assistance, transportation, et al.
• Order and stock office supplies
• Prepare and mail brochures to inquiries
• Maintain supplies for postage, fax, credit card and copy machine
Depending on the successful candidate, the position may start full time (40 hrs/wk) or, start part-time and develop to full time quickly.
Please email a cover letter expressing your interest and required salary, and your resume with salary history.
JOB DESCRIPTION
The Chief Financial Officer (CFO) is responsible for the accurate and timely completion of all agency accounting functions including A/R, A/P, payroll, GL, and Financial Statements. The CFO is also responsible for determining appropriate cost-accounting methods for all agency funding sources, and ensuring compliance with all financial contract terms and conditions. The CFO is also responsible for preparing budgets for all grant and development requests.
The Chief Financial Officer is responsible for tracking all agency expenditures and ensures their appropriateness within funding source guidelines. The CFO ensures that all funding received, which is regulated by OMB Circular A-122, is administered within the guidelines set forth under that circular.
DUTIES AND RESPONSIBILITIES
• Supervise accounting office staff and verify all payables, receivables, and payroll documents. Ensure accounting staff compliance with all agency policies and procedures. Ensure payables, receivables and payroll is processed in a timely manner. Maintain positive morale and good work habits in accounting department.
• Prepare agency financial statements and general ledger documents on a monthly basis. Review financial statement preparation and interpretation with Deputy Director and other management staff as needed.
• Design and apply Excel based computer spreadsheets, utilize computerized accounting software and the corpsmember database for reporting, and develop tracking systems as needed. Maintain accounting staff computers. Compile needed reports and maintain financial records systems.
• Prepare all budgets as part of agency requests from private and public funding sources, in coordination with Administrative Analyst as necessary. Complete all required financial reporting for funding sources as needed.
• Responsible for all agency tax reporting, including state and federal payroll taxes, and consultant fee reporting.
• Prepare and monitor all agency tax exemptions and required reporting to IRS and other revenue departments.
• Acquire and renew all applicable business licenses.
• Prepare for and act as primary liaison for auditors during annual agency audit and all funding source audits.
• Monitor all bank accounts and balances, reporting to the Executive Director or Deputy Director as needed.
• Prepare agency budget and monitor budget to actual revenue and expense in coordination with Administrative Analyst.
• Design and implement allocation methodology as required by funding sources.
• Design and implement program tracking systems as needed. Monitor and improve agency MIS system as needed.
• Grant and Contract Management - Ensure compliance with all fiscal and program conditions of each funding source. Collaborate with program and development staff on funding requests, program implementation and funding source reporting requirements. Determine profit/loss capability of all proposed contracts.
• Work with management team on financial planning, forecasting, and analysis. Provide management team with key operating indicators.
• Train all agency staff on policies and procedures. Is available to staff for ongoing fiscal training.
• Approve all expenditures and ensures appropriateness of expenditures within funding source guidelines.
• Coordinate agency asset purchases and ensure appropriateness within funding source guidelines. Maintain asset tracking, depreciation and disposal.
• Determine workers’ compensation classification codes for all employees, volunteers and job functions. Develop and implement systems in every program to ensure proper workers’ compensation reporting. Act as primary liaison with Workers’ Compensation Rating Bureau and California Compensation auditors.
• Act as primary liaison with all banking and credit facilities. Provide credit information and history as needed. Ensure that all loan and credit agreement terms and conditions are met.
SUPERVISORY RESPONSIBILITIES
• Establish performance expectations, reviews and evaluates employee’s performance; provide written as well as verbal evaluation of assignments; and discipline as needed.
• Counsel and consult staff regarding personnel problems and administrative procedures.
• Responsible for the maintenance of assigned equipment and supplies; secure, distribute and monitor the inventory of assigned equipment and supplies.
• Prepare memorandums, letters, written staff records/reports, as needed. Ensure that time sheets are submitted in a timely manner.
REQUIREMENTS
Education:
Any combination of training and experience equivalent to graduation from a four year accredited college or university with a BA/BS in Business, Accounting, or a related field.
Experience:
Five or more years direct experience with non-profit fund accounting for an agency with annual budget of $2 million or more, including hands-on preparation of general ledger and financial statements preferred.
KNOWELEDGE, SKILLS, ABILITIES
• Must have knowledge of and experience in administering funds by the standards set forth by
OMB Circular A-122.
• Five or more years experience supervising and leading department of 1-2 employees.
• Ability to work in an open, hectic, fast-paced, non-traditional office under high pressure and numerous deadlines.
• Skills in oral and written communication. Skill in the use of basic computer programs for word processing and planning is highly desirable.
• Ability to communicate accounting issues to program staff clearly and effectively.
• Excellent organizational and time management skills.
• Commitment to working with youth and young adults
COMPENSATION
$40,000 – $50,000 annually DOE; Benefits include health/dental insurance with co-pay, short/long-term disability, life insurance, employer funded retirement plan and employee funded 403-b option.
TO APPLY
Send a cover letter and resume’ in response to this ad CFO in the subject line and documents attachments in either word or pdf format. Please do not call or drop in.
KNOWLEDGE/SKILLS/COMPETENCIES REQUIRED
*Candidate should have experience in mortgage loan origination and operations; must possess excellent written and verbal communication skills;
*Must be a proven originator and team player
*Completes such other activities as required to meet obligations of position
REQUIREMENTS
*Self generation loan origination need apply only - no exceptions please
*Travels to local office as necessary and customer meetings as necessary
*Completes such other activities as required to meet obligations of position
*Work closely with all office personnel to ensure smooth processing of customer files
*Experienced originators need apply
Skills & Qualifications:
•Bachelors Degree in Finance and/or Accounting
•Oracle Projects- intermediate to expert skill level.
•Microsoft Office Suite. In particular experience with Excel- expert skill level.
•Strong communication and interpersonal skills. Must be able to work under minimal supervision and have experience assisting less experienced team members.
KNOWLEDGE/SKILLS/COMPENTENCIES REQUIRED
*Candidate should have experience in mortgage loan origination and operations; should possess excellent written and verbal communication skills;
*Must be a proven originator and team player
*Completes such other activities as required to meet obligations of position
We Offer:
*Unbeatable comp plan with 90% commission splits
*A world class environment to bring your clients…with concierge service
*Quick approval and knowledgeable processing of files
*Friendly and supportive peers
*VA and FHA lending
*Licensed in multiple states
Positions are limited with this comp plan!!
To set up an interview, please respond with an email that includes your contact information or call our receptionist to set up an appointment at 208-429-9800.
KNOWLEDGE/SKILLS/COMPENTENCIES REQUIRED
*Candidate should have experience in mortgage loan origination and operations; should possess excellent written and verbal communication skills;
*Must be a proven originator and team player
*Completes such other activities as required to meet obligations of position
• 5+ years of tax experience
• Idaho Certification
• Good communication skills
• Computer Literacy
This position offers a great opportunity for growth (think partner-track) and a mentoring and supportive work environment. This position is an excellent opportunity to make an impact in a small firm and eventually run the tax practice, with succession planning envisioned.
KNOWLEDGE/SKILLS/COMPENTENCIES REQUIRED
*Candidate should have experience in mortgage loan origination and operations; should possess excellent written and verbal communication skills;
*Must be a proven originator and team player
*Completes such other activities as required to meet obligations of position
Duties & Responsibilities:
- Responsible for the day-to-day operations of the branch office.
- Supervises Marketing, Sales, and Customer Service activities.
- Performs key recruiting duties.
- Responsible for achieving regional sales goals.
- Interacts with sales staff regarding process information. .
- Continually enhances company’s reputation.
Qualifications:
- Desire for long-term growth position.
- Mortgage and lending familiarity is a plus.
- High energy and detail oriented, with collaboration skills and desire to mentor others.
- Independence and ability to make decisions consistent with company’s policies.
- Business Management experiences a plus.
Income:
-Six figure income based on total regional production
-bonus program for exceptional sales goals being met