Finance Jobs

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: Finance Manager Company: Harris Connect, LLC Location: Chesapeake, VA 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: 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.

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: Manager Financial Analysis & Gov't Liaison Company: Smiths Detection Location: Edgewood, MD Description: Be part of the team at Smiths Detection, where quality works. Smiths Detection, a highly successful division of Smiths Group, provides complete security solutions encompassing trace detection equipment, x-ray screening systems and other proven and developing technologies, we offer incredible career opportunities. Manager Financial Analysis & Government Liaison This individual manages a team of employees and is responsible for the timely, complete, and accurate analysis of the financial performance of local business programs including, but not limited to, pricing proposals, program review charts, and estimates to complete. Other duties include assuming responsibility for maintaining a good working relationship with local DCMA through the timely submission of all statutory reporting and hosting of all required audits SPECIFIC DUTIES INCLUDE, BUT ARE NOT LIMITED TO: Manage the staff of financial analyst by assigning staff their programs, matching the complexity of the programs to the skills of the analysts. Ensure site compliance with all FAR and CAS regulations as required. Review all pricing submissions prepared by the staff and approve for use by the business. Review all progress payment submissions and ensure accuracy and timeliness to maximize cash flow. Host all financial audit activity as required by the DCAA/DCMA. Raise suggestions to improve processes and procedures where applicable. Interface regularly with executive management on topics related to program performance, compliance and financial reporting. Provide mentoring or assistance to members in the department. Provide assistance with various internal and external audit agencies. Prepare of the annual Incurred Cost Submission and other CAS and FAR related submissions. Prepare other Ad Hoc analyses as required. Comply with and ensure department compliance with Company health, safety and environmental policies. Comply with all applicable US export control and security regulations. Other duties as required.

Job Title: Financial Advisor Job Company: Ameriprise Location: Marlton, NJ Description: Financial Advisor Job Job DescriptionAvailable Openings:1Job Title:Financial AdvisorJob ID:77427Marlton, NJLocation:Business Unit:TPAG-AdvisorsFull/Part Time:Full-TimeEligible for Relocation:NRegular/Temporary:RegularTravel Percentage:NoneLicense:Series 63 - State Securities / Series66-Comb. St. Sec/IAA/IAR / Series 7 - General Securities------------Email to FriendSave JobApply NowReturn to Previous Page------------ResponsibilitiesAmeriprise Advisor Services, Inc. is a diversified financial services Company dedicated to helping our clients work toward achieving their financial objectives by serving as their financial partner. If you are an experienced, Series 7 and 63 or 66 licensed Financial Advisor and would like to explore a career with Ameriprise Advisor Services, Inc., please submit your resume'. We look forward to hearing from you!JOB SUMMARYThe successful Financial Advisor is a master at building relationships with customers who depend on their advice. Their mission is to partner with clients to help them define their investment objectives, determine asset allocation, and track account performance against those objectives.QualificationsWhat does one need to be successful in this role? Knowledge of the industry, product knowledge, and having the drive to succeed are all important factors. Ameriprise Advisor Services, Inc. helps you along the way by providing your clients with a comprehensive suite of products and services in addition to providing you with various strategic marketing assistance.JCODE:23916Ameriprise Advisor Services, Inc.Member NYSE, FINRA & SIPCEqual Opportunity Employer------------Email to FriendSave JobApply NowReturn to Previous Page------------

Job Title: COMPLIANCE EXAMINER 1 Company: State of Louisiana Location: Alexandria, LA Description: COMPLIANCE EXAMINER 1 Agency: GOV-Office of Financial Institutions Opening Date: Wed. 09/01/10 Closing Date/Time: Wed. 09/15/10 11:59 PM Central Time State Salary Range: $17.55 - $26.03 hourly $1,403.85 - $2,082.23 biweekly $3,041.67 - $4,511.50 monthly $36,500.00 - $54,138.00 annually Agency Hiring Range: Min: Max: Job Type: Probational/Original Location: Alexandria, Louisiana | Description MINIMUM QUALIFICATIONS: A baccalaureate degree with twelve semester hours in accounting and an additional twelve semester hours in accounting, economics, finance, insurance, statistics or money and banking. SUBSTITUTIONS: THERE IS NO SUBSTITUTION FOR THE REQUIRED TWENTY-FOUR SEMESTER HOURS OF SPECIALIZED COLLEGE COURSEWORK. Eight years of full-time work experience in any field may be substituted for the required baccalaureate degree only. Candidates without a baccalaureate degree may combine work experience and college credit to substitute for the baccalaureate degree only, as follows: A maximum of 90 semester hours may be combined with experience to substitute for the baccalaureate degree. 15 to 29 semester hours credit will substitute for one year of experience towards the baccalaureate degree. 30 to 44 semester hours credit will substitute for two years of experience towards the baccalaureate degree. 45 to 59 semester hours credit will substitute for three years of experience towards the baccalaureate degree. 60 to 74 semester hours credit will substitute for four years of experience towards the baccalaureate degree. 75 to 89 semester hours credit will substitute for five years of experience towards the baccalaureate degree. 90 or more semester hours credit will substitute for six years of experience towards the baccalaureate degree. College credit earned without obtaining a baccalaureate degree may be substituted for a maximum of six years full-time work experience. Candidates with 90 or more semester hours of credit, but without a degree, must also have at least two years of full-time work experience to substitute for the baccalaureate degree only. NOTE: Any college hours or degree must be from a school accredited by one of the following regional accrediting bodies: the Middle States Association of Colleges and Schools; the New England Association of Schools and Colleges; the North Central Association of Colleges and Schools; the Northwest Commission on Colleges and Universities; The Southern Association of Colleges and Schools; the Western Association of Schools and Colleges. Supplemental Information: This job is located the Alexandria District Office of the Office of FinancialInstitutions. Position requires travel in the Alexandria and surrounding area and periodicstatewide travel. Applicants can apply on-line at www.jobs.la.gov A copy of the officialbaccalaureate transcript must be attached or faxed to theOffice of Finanical Institutions/Human Resources Office at Register to View by 11:59pm Wednesday, September 15, 2020. or more information, please feel free to contact Barbara Parche' at Register to View . FAILURE TO SUBMIT AN OFFICIAL TRANSCRIPT WILL RESULT IN YOUR APPLICATION BEING REJECTED! If you have a disability and require an accommodation, please attach a note to your on-line application indicating the accommodation needed. All prospective employees are required to submit and pass a drug screening, provide a credit report with FICO score, and fingerprint criminal background check. Job Concepts: Function of Work: Examines the accounting systems and financial status of financial service providers or insurance companies to ensure financial solvency and fair consumer practices. Level of Work: Entry. Supervision Received: Direct from a Compliance Examiner Assistant Manager, Compliance Examiner Manager, or other higher-level supervisor. Supervision Exercised: None. Location of Work: Primarily used by the Department of Insurance and Office of Financial Insitutions (OFI). Job Distinctions: Differs from Compliance Examiner 2 by the absence of responsibility for performing the full range of examination functions. Examples of Work: Conducts field examinations of financial service providers and insurance companies such as banks, residential mortgage lenders, pawnshops, credit unions, and HMOs to determine compliance with state and federal laws, policies, rules, and regulations. Examines records of assets such as cash and accounts due from institutions, investments, loans, real estate, and equipment to verify accuracy and composition of data provided in financial statements. Examines records of liabilities such as deposit accounts, savings accounts, certificates of deposit, taxes, debts, loans, other borrowed money, and accrued expenses; reviews records of stockholder's equity such as common stock, preferred stock, capital surplus, retained earnings, and subordinated debt to determine accuracy of and composition of data in financial statements. Prepares reporting schedules on numerous detail tasks areas, including concentrations of assets in a particular area, rate sensitivity analysis, liquidity and funds management, and premises and equipment. Attends meetings and conferences with top-level management of firms to obtain information, resolve discrepancies, and report findings. On a rotating basis, will serve as an assistant-in-charge for examinations of lesser complexity. Attends and successfully completes beginning Compliance examiner school.

Job Title: Associate Financial Consultant - Kenilworth, IL Company: Charles Schwab Location: Kenilworth, IL Description: Charles Schwab's purpose is to help everyone become financially fit.Through advocacy and innovation, Schwab has worked to make investingmore affordable, more accessible and more understandable for all.For more than three decades, The Charles Schwab Corporation has beenan advocate for individual investors and the independent advisors whoserve them.At Schwab, we respect the unique differences of our employees, ourclients and the communities we serve striving to create aconsistent and rewarding employee experience. If you share ourenthusiasm for helping others, building trusted relationshipspossess high ethical standards, and have a desire to learn and growthere's a place for you at Schwab!Associate Financial ConsultantBuilding strong, personal relationships with our clients is a keycomponent of our business strategy. Our Associate FinancialConsultants will pursue this mission through: Proactive outbound calls to Schwab clients, partnering with subjectmatter experts, peers and managers. Delivering unparalleled value and outstanding service. Presenting clients and prospects with a growing array of financialservices and products.We are looking for people with a passion for helping clients.You will be responsible for: Meeting with clients and prospects to identify/analyze their assetsand financial goals/objectives, referring more complex financialsituations when appropriate Providing comprehensive, high touch service and advice to clientsand prospects Proactive outbound callingWe value integrity, open communication, perseverance and relentlessservice to our clients. If you want to work with a firm that isdynamic, client centric and values your contributions by providing asuccessful environment for outstanding financial rewards, consider acareer as an Associate Financial Consultant at Charles Schwab.We place a premium on high performance, quality service and theability to execute the Schwab strategy. Essential skills include: Undergraduate degree highly preferred Series 7 and 63 required, Series 66 preferred 2 plus years of experience in the financial services industryrequired Financial Sales experience preferred Knowledge of brokerage/banking products and services Strong client relationship building experience This is a summary only and duties and responsibilities may bechanged from time to time, or over time.Required Skills: Series 7

Job Title: Financial Advisor / Financial Sales Company: Waddell and Reed   Location: Overland Park, KS Description: Company Overview Waddell Reed, Inc., formed in 1937, is one of the most enduring broker/dealers in the United States. We offer advisors an environment which seeks to combine the philosophical and practice flexibility of an independent model with the support and resource infrastructure of a full-service firm. Our Classic advisors emphasize comprehensive financial planning and work in a direct-to-fund environment. Our Choice Advisors, utilizing the brokerage platform of Pershing, LLC, work in an open-architecture environment providing a comprehensive array of products and fee-based structures. Advisors from both operating environments can qualify for stock of our public company and enjoy highly competitive compensation structures within the practice model that they select, with payouts ranging from 60% to 90%. In a commoditized broker/dealer world, we believe we offer a uniquely flexible and supportive structure that provides advisors, and their clients, the opportunity to optimize their success. Job Description At Waddell Reed, we invest in our financial advisors. As you consider your options, we want you to know that Waddell Reed not only offers unparalleled opportunity, but we do so with a level of personal support that sets us apart. As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursue their financial goals. Target prospective clients and market your unique value proposition in your community Evaluate your client's financial situation and identify investment objectives through a comprehensive and customized financial planning process. Recommend appropriate solutions and monitor portfolios for economic changes and adjustments in your client's needs and objectives. Actively participate in training and development curriculum to continually improve your marketing and financial planning skills and knowledge base. Provide personal client service and support.