Finance Jobs

Job Title: Pvt Client Portfolio Analyst Company: Morgan Stanley Smith Barney Location: Little Falls, NJ Description: Join a team of seven who manage $1.2 billion and have been recognized as one of the top teams by research magazine and as #9 in New Jersey, and #11 in Barron’s Top Women Advisor poll of June 2009. Career progression is a given for those who contribute. Role would include money manager analysis, portfolio reviews and recommendations, financial planning including education funding, retirement income estimates and estate planning. Analytical skills with attention to detail essential. Must be interested in the stock market, have strong technical and people skills, enthusiasm and high energy. Series 7 and/or CPA or CFP a plus, but advanced training will be provided. Compensation will be determined based on experience and is evaluated regularly.

Job Title: Sr Financial Analysis Associate Company: Prudential Location: Plymouth, MN Description: The Life Agency and Expense Management unit is responsible for planning, forecasting, financial reporting, and business measurement for Service Delivery Life Insurance Operations organizations. The successful candidate will provide support and be the financial resource to business partners in achieving their expense management financial objectives. This non-exempt level position in the Finance Department is responsible for conducting and documenting moderate to complex financial analysis projects in the areas of management reporting, strategic planning, and expense management. Provides ongoing financial support and is financial resource for Life Operation's business partners, assists with and monitors cost/benefit analysis related to the Project Initiation process. This is a fast paced environment with high visibility and includes interaction with executives and management at all levels of the organization. The successful candidate will be a highly motivated individual with strong financial, analytical, interpersonal, partnering and PC skills. Ability to work independently and interact in a team setting, including teams remotely located.   Prudential and its affiliates, Newark, New Jersey are Equal Opportunity/Affirmative Action Employers and are committed to diversity in our workforce. Position requires four year degree or equivalent business experienceStrong analytical and problem solving skills Strong partnering skills Solid background in finance or accounting Ability to think strategically Strong verbal, written and presentation skills Strong knowledge of PC applications (MS Office Applications) Ability to balance individual and team assignments/responsibilities Knowledge of Operations metrics and measurements is a plus  OTHER COMMENTS:Overtime required during peak periods. Occasional travel may occur.

Job Title: Director, Annuities Advanced P Company: Prudential Location: Shelton, CT Description: Director, Annuities Advanced Planning: WEST COAST Location The Director, Advanced Planning provides value-add support to the Sales and Distribution organization.  This support is primarily in the delivery of educational seminars for insurance, CLU, ChFC, CIMA, CFP, CPA and CLE continuing education credit, as well as informational seminars for financial professionals, clients/prospects, and key accounts.  The seminars may also be part of internal, broker-dealer or industry events, and contain timely information about relevant tax rules and regulations.  The incumbent will also provide technical assistance to internal and external wholesalers and advisors on client/prospect situations.  In addition, this individual will assist in identifying training needs for internal associates and developing education tools to address those needs.  This position will be located in Western United States.     Bachelor's degree required (advanced degree (JD or MBA) preferred)10 or more years of advanced planning or comparable expertiseIndustry designation, such as CPA, CLU, ChFC or CFP, preferredFINRA Series 6 or 7 required, or must obtain, within 3 monthsInsurance license required, or must obtain, within 6 monthsVery strong presentation and facilitation skills.Ability to understand technical information and convey in an understandable fashion to multiple audiences

Job Title: Operations Accounting Supervisor Company: Prudential Location: Scottsdale, AZ Description: Primary Accountability:  Support Manager in day-to-day operations and management of Team.  Direct report responsibility for a team of 5 - 9 Analysts; including managing weekly time sheet reporting to paymaster, updating monthly metrics by analyst for use in performance appraisals and monthly one on one's.  Responsible for proactively managing team workload, transactions and deliverables such as but not limited to: reconciliations, audits, and year-end activities.   Responsibilities include, but are not limited to the following: Manage workloads including limited client caseload (increases/decreases in volume, client projects, company initiatives, etc.)Mentor and develop Expense Analysts; support new hire and ongoing trainingPerformance Management, including preparation of performance appraisals, conducting monthly one on one's and any training/development needsManage day-to-day operations in meeting deliverablesProblem identification and solution recommendationReconciliation of data from various systemsEnsure quality & integrity of delivering Cost Management services, with effective audit review of process from expense coding, payroll & year-end tax calculations.Technical resource for team, client and Client Service teamsWork special projects, as requiredDevelop and maintain process related documentation. This position is located in Scottsdale, AZ.Prudential and its affiliates, Newark, New Jersey are Equal Opportunity/Affirmative Action Employers and are committed to diversity in our workforce.  Core Competencies Possess leadership and training skills Client and customer focused Strong analytical skills Commitment to quality and process controls Drive for resultsDecision Making abilitiesExcellent written and effective verbal communication skills   Job SpecificationsEducation Minimum: High School diplomaMinimum 2 year's college with focus on Finance or Accounting, preferred.Experience: 2 years in accounting, finance, or payroll related experience. Minimum of 3 years experience with meeting and managing deadlines Evidence of strong leadership skills with a minimum of 2 years previous supervisory experience High level of computer proficiency including knowledge of Microsoft products, Advanced Excel requiredFamiliar with Relocation Industry is a plus

Job Title: Mortgage Loan Processor Company: Congress Capital Group Location: Brooklyn, NY Description: Established mortgage brokerage is looking for experienced loan processor with knowledge of Encompass360 LOS, Fannie/Freddie and FHA. Knowledge of SONYMA guidelines is a plus, but not mandatory. Busy office, professional and friendly staff. Mon-Fri 10am-6pm. Fax Resume to Register to View attn: New Hire.

Job Title: financial/budget analyst- virginia beach, va Company: ServiceLink Location: Virginia Beach, VA Description: LoanCare, a division of ServiceLink has an immediate opening for a Financial/Budget Analyst. Under general direction of a financial manager, assists in the development and preparation of reports and financial assessments of operating activities, capital investments, business acquisitions, and divestitures. Assists in the coordination and administration of financial and operating budgets and related forecasts. Gathers data from departments, updates periodic reports, and analyzes statistical data to identify and correct errors and to evaluate general content. Provides management with analyses in areas such as business/unit profitability, budgeting, and allocations. Prepares pro forma models and subsequent revisions for business lines. Assists in the preparation of monthly, quarterly, and annual financial reports for management, outside auditors, and divisions. Serves as point of contact for accounting issues including, but not limited to, accounting databases, bank accounts, unit and corporation numbers, accruals, procedures, and processes relating to any and all of the above. Locates relevant financial and statistical data necessary for completing analysis and prepares concise presentations that compare and contrast financial and statistical data. Establishes representational reports for new divisions, products, or as necessary based on business changes. Prepares a variety of reports, including: corporate forecast for the monthly income statement; client profitability; new client/product analysis; industry comparisons; tracking and analyzing internal and external economic indicators. Performs special projects as assigned.

Job Title: BUSINESS ANALYST (FINANCE) Company: Princeton Information Location: Washington, DC Description: Support the CFO organization under the HAMP program. Use your business process experience to identify, document and present improvements to existing processes and procedures. Specific requirements include: Document existing processes and procedures currently being practiced in the CFO organization. Identify solutions to improve operational performance and reduce program risk. Interact with other program workstreams to determine their involvement with the Finance organization. Use Visio and Microsoft Word to document processes and present improvements. Produce and archive process flow documents and narrative descriptions for all areas that impact financial operations. Must be comfortable working independently and recommending solutions. IMPORTANT: Please be sure to include your full contact information in the body of your resumeAbout Princeton Information...At PI, you'll work with the best people for the best clients on the mostchallenging and interesting IT projects in today's business world - withpersonal attention to your career advancement and professional growth ina company committed to promoting from within. Join our team of top ITconsultants from MIT, Cal Tech, Stanford, and Harvard, with unequalledbusiness experience - and see how far a career at Princeton Informationcan take you.Princeton Information is one of the nation's largest privately-held ITconsulting firms, continuously operated since 1985 by founder andChairman Noel Marcus. Princeton Information provides a clientele ofprimarily Fortune 500 companies with a full range of on-, near- andoff-shore staffing, services and solutions.With annual revenues over $145 million, Princeton Information operatesacross the US with 11 regional offices.

Job Title: Personal Financial Representative - West Virginia- Company: Allstate Location: Beckley, WV Description: Build your own business, be your own boss...   The Allstate Personal Financial Representative   We're looking for a select group of entrepreneurs for a special opportunity. We need your experience and proven track record of success in financial services.   We know that the most frustrating aspects of sales can be cold calling, trying to reach people who aren't even really prospects. As an Allstate Personal Financial Representative (PFR), you'll have the opportunity to pursue quality leads by leveraging the agent system. By teaming up with an Allstate agent, you will have an opportunity to tap into a proven book of business. This positions you to reach the most interested and viable prospects.   As an Allstate Personal Financial Representative you'll be in a position to offer customers a variety of options for their financial needs: Full life products portfolio, including variable products Fixed and variable annuities Please click hereto see a video and learn more about the Personal Financial Representative opportunity.   Speak to a recruiter at Register to View .   To receive instructions to join the next Personal Financial Representative webcast, send an e-mail to Register to View and you will receive an auto reply message with links and instructions for our upcoming webcasts. Qualifications:  Allstate is looking for qualified candidates who have at least 3 years financial services or life insurance experience and have the applicable FINRA licensing. Industry designations and a 4-year degree preferred.       Keyword Search:  Diversity in the Workplace, Diversity Jobs, Diversity Job, Diversity Career, Diversity Careers, Diversity Work, Workforce Diversity, Diversity Workforce, Diversity Workplace, Entrepreneur Jobs, Entrepreneur, Be Your Own Boss, Start Your Own Business, Starting Your Own Business, Starting Small Business, How to Start a Business, Starting A New Business, Start A Business, Start Business, Start A Small Business, Small Business Ideas, Small Business Opportunities, Business Ideas, Start Small Business, How to Start Your Own Business, Insurance Agency Owners, Business Opportunities, Agent Opportunities For Entrepreneurs, Advisor, Insurance Advisor, Series 6, Series 63, Life Insurance, Health Insurance, Financial Advisor, Annuities, Mutual Fund

Job Title: Senior Financial Analyst Company: Unisys Location: Reston, VA Description: Day to Day Work Manage a medium sized team of 5 to 7 Technical and financial analysts in client engagement to analyze Data Warehousing, Data Reporting requirements, and accounting code standards  in  order to develop a strategy to accommodate those requirements: • Assigns and reviews tasks, performance, and staffing requirements. • Be able to manage financials for medium sized projects • Provide status to Program Manager on weekly basis. • Achieves the baseline metrics for assigned project(s).

Job Title: Debt Collections Specialist Company: Location: Santa Ana, CA Description: Account Management Services, Inc. provides collection services to the healthcare and retail industries. AMS is currently hiring for Debt Recovery Specialists for its Cypress call center. We offer a base salary, plus commission and medical benefits. Bilingual and collections experience preferred. Duties include: -Generating outbound calls to negotiate and collect from delinquent patient accounts -Some insurance billing and personal injury follow up -Some worker?s compensation collections -Asset investigation and litigation management -Skip tracing Candidates should have a strong work ethic, have excellent communication and problem solving skills, be computer literate and goal oriented. The receivables management industry is an exciting and challenging field with many opportunities and career stability.