Job Title: Financial Professional - Sales
Company: AXA Group
Location: chicago, IL
Description:
The AXA Group is listed in the Top 10 of Fortune's 2009 "Global Most Admired Companies" by Industry
The AXA Group is the largest financial services company in the world.
The AXA Group is ranked the world's 15th largest company on Fortune Magazine's Global 500 list.
As a subsidiary of AXA Financial and a member of the AXA Global Group, one of the world's most admired financial services companies with over $1.8 trillion in assets under management as of June 30, 2008, AXA Advisors is positioned to offer highly motivated, achievement-driven individuals an opportunity to grow a thriving business with the support and strength of two powerful organizations
Global Most Admired by Industry: Securities (by revenue) Fortune magazine, March 16, 2009.
FORTUNE 2008 Global 500 by Industry: Insurance - Life, Health, (by revenue) Fortune magazine, July 21,2008.
FORTUNE 2008 Global 500, (by revenue) Fortune magazine, July 21, 2008.
Job Description:
Analyzing financial information obtained from clients to determine strategies for helping clients meet their financial objectives.
Answering clients' questions about the purposes and details of financial products, services and strategies.
Building and maintaining client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis.
Contacting clients periodically to determine if there have been changes in their financial status.
Explaining and documenting for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial professional.
Guiding clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
Implementing financial planning recommendations, or refer clients to other professionals who can assist them with plan implementation.
Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a suitable financial strategy.
Description:
Harris Connect, the nations leader in providing Affinity-based organizations with the products, services, and fundraising expertise they need to grow, recently celebrated its 46th year in the business. Our recent acquisition of one of the top fund-raising organizations in the country coupled with our own growth has created the need for a Finance Manager to join our Finance Division. This position will be located at our corporate headquarters in Chesapeake, Virginia.
The successful candidate will have an appropriate undergraduate degree (with an M.B.A. preferred), be a CPA, and have at least 5 years of related experience.
This position requires advanced financial modeling skills, ability to integrate models with our general ledger system, and software proficiency in various databases. Experience with Oracle and SQL strongly preferred, as is successful experience in performing extensive quantitative analysis for operational and financial issues. Position reports to the Controller- Business Operations and works closely with the CFO.
Harris Connect offers an excellent compensation package for this position including immediate coverage in our health insurance and 401(k) plan. Interested candidates should email their resume and salary requirements to: Register to View We will contact qualified candidates within two weeks of receipt of your information.
We are an Equal Opportunity Employer.
Job Title: Chief Financial Officer
Company: Lincoln Child Center
Location: Oakland, CA
Description:
Lincoln Child Center enables vulnerable and emotionally troubled children and their families to lead independent and fulfilling lives.We believe that all vulnerable and emotionally troubled children need and deserve the opportunity to receive supports and services that will help them to be successful at home, in school and in their community.
JOB SUMMARY-
Responsible for overall management functions. Controls performance related to the fiscal and physical health of the agency. Plans, organizes, directs and controls the financial activities of the agency; coordinates resource planning; ensures efficient use of financial resources; oversees that policies and actions taken by the agency are not in conflict with board guidelines; Recommends policies and actions to be considered by key managers; ensures compliance with legal requirements; Establishes directly or indirectly through management, term and long-term strategic financial planning; directs the organization's relationship with lending institutions, contracting agencies, and the financial community. Directs, administers, and coordinates the activities of the organization in support of policies, goals, and objectives established by the CEO and the Board of Directors.
On behalf of the CEO, functions as the staff liaison to the Board and the Executive, Finance, and Facility and Technology Committees of the Board of Directors.
Our ideal CFO will have excellent financial acumen of county-based service programs and fees associated, experience with Medi-Cal billing, and experience with developing a budget for a 14 million dollar non-profit organization. Must demonstrate interpersonal skills to work in a highly intense environment that supports severely emotionally disturbed children.
MINIMUM EDUCATION and/or EXPERIENCE:
Masters Degree in Business Administration or related field with at least 5 years experience in senior management positions (or) a Baccalaureate in Business Administration with 10 years executive management experience.
Proven capability to motivate and coordinate a team to achieve stretch goals and challenging objectives.
Experience in strategic and long range operational planning.
Experience managing diverse geographical operations desirable.
QUALIFICATIONS:
Strong working knowledge of accounting systems, financial analysis and planning.
Ability to build interpersonal trust demonstrates a capacity to build and sustain open and transparent relationships in a collaborative team setting.
A level of interpersonal confidence and cross-cultural sensitivity which engenders trust and respect in others.
Experience in coaching and counseling other professionals in program and management issues.
Capability to think and plan strategically and to facilitate and model strategic thinking and planning.
Working knowledge of child and family services, behavioral health care trends, and non-profit sector operations.
Able to work independently and as part of a team.
Able to set priorities and manage multiple projects.
Able to train, supervise, motivate and delegate to staff and volunteers.
Excellent communication skills including writing, editing and public speaking.
Excellent analytical skills.
Strong computer skills.
Detail oriented with excellent follow-up.
Ability to work flexible hours as needed.
OTHER REQUIREMENTS AND COMPETENCIES:
Requires basic background check and one-stage TB test.
May be called upon to drive on business. Must have acceptable motor vehicle registration and appropriate insurance coverage.
Must maintain standards of confidentiality and a strong commitment to ethical practice
Must demonstrate safe work practices and exhibits understanding of emergency response techniques appropriate to position.
Must focus on understanding and meeting customer needs.
Must maintain positive work relationships in a respectful and collaborative manner.
Must maintain good communication with others ensuring others have necessary information.
Must actively work toward organizational improvement and professional growth.
CLASSIFICATION: Full-time, non-union, exempt, benefited.
COMPENSATION: Commensurate with background and experience.
BENEFITS: Competitive benefits package available.
Lincoln Child Center values a diverse workforce, we are an EOE.
Contact information:
E-mail address: Register to View
Fax: Register to View
PLEASE SPECIFY THAT YOU ARE APPLYING FOR CFO AND PLEASE SUBMIT SALARY REQUIREMENTS FOR CONSIDERATION. NO PHONE CALLS OR DROP-INS! THANKS.
For more information, visit our website:
www.lincolncc.org
LCC is an EOE M/F/D/V
Job Title: Senior Sales Tax Accountant
Company: Schurman Fine Papers
Location: Fairfield, CA
Description:
Schurman Retail Group, founded in 1950, is the nation's fastest growing premier stationery and social expression retailer. We offer a diverse and exciting array of products including Greeting Cards, Gift-Wrap, Gift Bags, Stationery, Note Cards, Journals and unique gift products. Schurman Retail Group currently operates approximately 450 PAPYRUS and Carlton Cards retail stores in the US and Canada.
Our Mission is "to establish PAPYRUS/Carlton Cards retail stores as the undisputed Brand of choice for personal expression products of exceptional quality, diversity and taste" is our everyday focus.
Currently we are seeking to hire a Senior Sales Tax Accountant in our corporate office located in Fairfield, CA.
This person would be responsible for managing the tax reporting, tax planning, compliance function and overseeing the completion of accurate tax returns in order to minimize the tax obligations of an organization.
Major Responsibilities:
Preparation and filing of sales tax returns for all states in the U.S. and Provinces in Canada.
Must be familiar with regulations at the federal, state and local level.
Reconciling sales tax liability per general ledger to the sales tax returns
Preparation of property tax returns for all states in the U.S. and Provinces in Canada
Preparation and filing of business licenses
Preparation of other state and regulatory filings
Monthly GL closing
Qualifications:
4+ years sales and property tax experience in Canada and the United States
BS in Finance or Accounting
PC Skills:
Excel, Word, Outlook,
Vertex experience preferred
We offer a very competitive salary and benefits such as medical, dental, vision, FSA, life insurance, 401(k), paid time off program and team member discount at all PAPYRUS/Carlton Cards retail stores.
Please send your resume to Register to View
or apply here online
Job Title: Financial Manager, Brookings
Company: Brookings
Location: Washington, DC
Description:
For Complete Job Description and To Apply: http://www.brookings.edu/about/employment/ES10093.aspx
The Brookings Institution is a private nonprofit organization devoted to independent research and innovative policy solutions. Established in 1916, Brookings analyzes current and emerging issues and produces new ideas that matter - for the nation and the world.
The Brookings Institution seeks to fill the position of Financial Manager, ES.
Basic Function:
Manages a portfolio of projects including the Tax Policy Center, Retirement Security Project, Moving to Opportunity, Policy Evaluation Project, Okun-Model Fellowship, and various other projects with regard to budget forecasting, proposal preparation, grant and research contract administration. Works closely with project staff and Assistant Director for Budget (ADB).
Education/Experience Requirements:
MA or BA/BS with 4 years of experience in administrative, budgetary, and grant management required. A background in a research or academic setting is strongly preferred.
Knowledge Requirements:
Knowledge of Microsoft Office Suite and budgeting experience required; knowledge of PeopleSoft strongly preferred. Must have excellent organizational skills and initiative to independently manage logistics of projects; excellent writing and research skills; discretion and mature judgment; flexibility.
Principal Duties and Responsibilities:
25% Proposal Preparation:
- Develops proposal budgets and funding reports to assist fundraising efforts.
- Coordinates the preparation and review of project proposals.
- Coordinates Federal proposals with ES Assistant Director for Budget and Federal Grant and Contract Specialist.
25% Project Management:
- Manages grants for a portfolio of projects; alerts senior project staff and ADB of any potential funding problems.
- Coordinates preparation of narrative and financial reports to funders.
- Develops, implements and monitors contractual agreements including subcontracts.
- Serves as principal liaison for these projects with other research programs, Development, and Finance.
50% Budget Management:
- Manages the budgets for projects assigned to portfolio in coordination with the senior project staff and DBA.
- Forecasts obligations, expenditures, revenues.
- Oversees revenue distribution and compliance to grant terms.
- Coordinates and approves financial reports produced by Finance department.
- Authorizes and monitors project expenditures and purchases.
Only applicants meeting minimum qualifications for the position will be considered. No phone calls please. Brookings welcomes resumes from all qualified applicants, particularly women and minorities.
Job Title: Business Development/Finance Manager
Company: Location: San Francisco, CA
Description:
We are currently in search of a Director to overlook a strategic business segment of our business responsible for Account Management, Sales Development and Internal Finance Support. This ideal candidate will come directly from a Public Accounting, Consulting Group or a Finance background.
We are looking for an individual that is passionate and about business development, strong business acumen along with strong communication, inter-personal skills and is extremely driven to results. The ideal candidate will have at least 2 years of business development/consulting experience and an MBA. Previous management experience would also be a serious plus.
Minimum Requirements:
Minimum 10+ years, including 3+ years of managerial experience in a fast paced, dynamic environment, preferably in sales, consulting or finance background.
Additional Knowledge & Skills:
? Must be able to build strong positive relationships with key stake holders and manage strategic relationships both internally and externally.
? Must be highly self-motivated, decisive, accountable, and able to use sound judgment and prioritize key issues.
? Must be an influential leader able to build consensus and sell ideas to many different levels of the organization.
? Excellent written and verbal communication skills are required.
Education:
? Bachelors degree required
? Prefer Pharmacy degree
? Prefer MBA or equivalent experience
Description:
A sense of family, a shared commitment to excellence, a supportive management team-they're just a few of the reasons why so many top professionals have made Harbor Hospital their employer of choice. Current and five-time winner of the prestigious Delmarva Foundation Excellence Award, our 222-bed community hospital combines state-of-the-art technology with state-of-the-heart caring. Our scenic waterfront location is an added bonus. Join our team as a:
Manager - Financial Services
Requirements:
Bachelor's degree
Masters degree preferred
Five years health care finance experience with supervisory or managerial responsibilities.
Prior experience with cost accounting/decision support; productivity analysis; financial and variance analysis; budgeting; forecasting; and planning. Must be able to multitask and work in a fast paced deadline driven environment.
Must have advanced proficiency in Microsoft Access and Excel.
Must have a high degree of initiative and be a team player
Because our employees take such good care of our patients, we want to do the same for them by providing a comprehensive compensation/benefits package that includes health/dental/vision, disability, educational assistance, paid holidays, retirement program, savings plan and more.
To learn more and apply, visit www.harborhospital.org .
EOE
Job Title: Senior Financial Analyst
Company: Robert Half Management Resources
Location: Northbrook, IL
Description:
Job Title: Senior Financial Analyst
JobId: Register to View
City: Northbrook
State: IL
Zip Code: 60062
Description: Our client in the Northern Suburbs is looking for a Senior Financial Analyst for an ongoing opportunity. This Analyst must have previous experience doing modeling, forecasting, budget and trend analysis. Various ad hoc reporting will be required depending on the needs of the business. Expert knowledge in SAP is required as well as Crystal Reports or Cognos. The ability to multi task is essential and being able to work independently is critical for this role. CFA required. For immediate consideration, please call Register to View or email qualifications to Register to View
Job Title: Accountant/Financial Analyst
Company: Location: San Diego, CA
Description:
Commercial Real Estate firm is seeking an experienced accountant/financial analyst to handle the accounting and financial reporting elements of our company. If you are an intelligent, dynamic individual who is organized, detailed, results oreinted, and a multi-tasking self starter this is a great opportunity for you to play a key role on our management team.
Key Job Responsibilites (but limited to):
o Balance sheet and profit/loss statement generation.
o Monthly and Quarterly reporting (to management and lenders).
o Rent Roll and commercial lease accuracy.
o Accounts receivable as well as 3-day notices and Unlawful Detainer administration.
o Contract administration.
o Bid consolidation and verification.
Qualifications:
o Ability to work independantly while meeting deadlines.
o Strong accounting knowledge and skills.
o Excellent oral and written communications skills.
o Strong Excel and Quick Books knowledge and experience.
o 3-5 years experience in property management and commercial real estate accounting.
o Able to work under pressure to meet deadlines and changing priorities.
o Team player willing to do what is necessary to make company successful.
o Honesty and integrity must be an automatic.
o Bachelor's degree required.
If you have not worked for a commercial real estate company in a full accounting capacity, please do not apply for this position.
Job Title: Sr Financial Manager 5 w/Staff
Company: SunTrust
Location: Atlanta, GA
Description:
The Sunrise Customer Profitability Manager will oversee, analyze and report CIB and Middle Market sales and client profitability information on SunView and SunRise. Client Profitability data helps inform relationship based pricing decisions and provides management with a valuable perspective on current profitability and trends. This position will ensure that the profitability calculations and sales reporting remain accurate and relevant, as well as advise LOB managers and the strategic finance team on the appropriate use of risk-adjusted profitability information.
Oversee the profitability calculations and assumptions that underlie the SunView and SunRise systems and associated reporting. Keep methodologies in sync with other customer profitability systems and ensure that the methodologies are accurate and encourage appropriate behavior. Also provide perspective and insight on profitability and sales best practices and trends as well as make recommendations that help optimize the CIB and Middle Market customer and product portfolios. Create reports and reporting that help inform CIB and Middle Market managements' view of the profitability of customers, products, segments, and the effectiveness of investment bankers, and relationship managers. Maintain reports and ensure their timely delivery and accuracy. This position and staff will oversee the reconciliation of Sunview and Sunrise to various subsystems and profitability reports to ensure accuracy. While a full reconcilement to GAAP financial is not expected, the results to need to be considered reasonable for the intended use.
Basic Qualifications:
Bachelor's degree in Business or related field, and broad experience in the financial industry with exposure to profitability systems. Excellent financial analytic skills, verbal communication skills, and ability to communicate complex financial concepts to key clients in a concise and useful manner. Ability to assess new systems and databases quickly as well as the ability to document and compare multiple systems. Must have knowledge of Excel, Word, PowerPoint and OLAP reporting tools.
Familiarity with all of the following complex financial methodologies in the context of a financial institution: FTP, Expected Loss, Cost, Economic capital, and Regulatory Capital (RWA) - expertise with most methodologies is preferred.
Preferred Qualifications:
Knowledge of capital markets products and/or the CIB line of business. Knowledge of RPMS, MCIF, IPPMS also a plus. VBA, Marco, or SQL tools such as Access or ORADBA a plus.
PLEASE APPLY USING THIS BUTTON ONLY