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694 đź’Ľ Jobs / Employment

Third Party Risk Manager, Program Governance
newabout 4 hours ago
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The Third Party Risk team works closely with the Procurement team, Risk, and Business Stakeholders to onboard and maintain vendor risk and other third parties. We build strong business partnerships and facilitate risk management activities. Additionally, and most importantly, we act as the second line of defense against risks associated with outsourcing services to third parties. What Youll Do As the Third Party Risk Manager you will independently run and prioritize complex projects and deadlines in a dynamic environment. You will develop relationships throughout the company to facilitate the Third Party Risk framework and associated project initiatives. You will also utilize your technical expertise and data analysis skills help to identify and implement innovative methods and tools to bring efficiencies and meet regulatory and audit requirements, as well as create accurate and timely reporting for senior management and internal partners. You will continuously monitor third parties and vendors for changes that may affect the risk environment and require risk remediation, provide guidance as an authority to internal partners and senior management, and track remediation activity to completion. In addition, you will be responsible for the day to day running of program activities including ensuring that risk assessment, due diligence, and any other reviews and approvals are obtained at the time of onboarding and during the entire third party lifecycle through termination. This is a role that requires you to ask good questions to increase your knowledge and to find creative solutions to problems you have never encountered before. Project Management Execute on strategic projects to develop the maturity of the Third Party Risk program and ensure alignment with the business Be the Domain Expert on regulatory requirements and utilize creative problem solving and critical thinking skills to design program enhancements Communicate timelines and the work youre doing to achieve project objectives Develop deep understanding of Third Party Risk program and initiatives and provide guidance to internal and external partners Develop and document procedures and conduct training Support processes and vendor onboarding as necessary Technology Develop and enhance tools and procedures to support key partners Facilitate implementation and administration of technology processes and tools to support the program Facilitate integrations and data analysis across various Third Party Risk and Enterprise systems Data Analysis and Reporting Manage data to ensure all data is updated and relevant in line with both internal/external audit requirements Pull and combine data from various systems and perform data analysis Create reporting on the progress of third party risk initiatives and Key Risk Indicators (KRIs) Establish and maintain reporting accuracy, consistency, data integrity and creation/distribution of scorecards, dashboards, and reports, as appropriate Serve as administrator and main point of contact to support Third Party Risk systems About You Bachelor’s Degree 5 years of work experience in third party risk management, vendor management, consulting, project management, audit or compliance Experience operating in a highly regulated environment Demonstrated quantitative and technological aptitude with extremely strong logical skills required You can communicate complex ideas to senior leaders while being confident and concise, and practice good judgment in a professional setting. You do not mind rolling up your sleeves to ensure even the smallest tasks are completed on time, but are able to see the big picture and contribute your ideas to further the success of the overall team. Ability to work independently in a rapidly changing environment and adapt to change quickly with minimal supervision Ability to prioritize and handle multiple competing assignments with efficiency and accuracy and manage partner expectations Highly organized and detail oriented Advanced proficiency with Microsoft Excel and PowerPoint required. Experience with databases and coding languages a plus

Finance & Insurance Manager
about 2 months ago
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The Financial & Insurance Manager will interact with customers and build customer loyalty by assisting them with financing options and products for the continued care of their vehicle purchase

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Tax Accountant, Business Tax Services, Private Client Services (Manager)
newabout 4 hours ago
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Tax Accountant, Business Tax Services, Private Client Services (Manager) (Multiple Positions), Ernst & Young U.S. LLP, San Francisco, CA. Provide tax-related domestic and cross-border planning and compliance assistance to clients, including business-connected individuals and their associated entities to meet complex demands for tax reporting, compliance and planning, and tax policy and controversy. Advise on areas such as global compliance and reporting, practice and procedure dealing with various federal and state tax authorities, tax performance advisory, business tax advisory, quantitative services and/or personal tax services. Research complex tax issues and deepen knowledge in individual income tax compliance and planning. Oversee the preparation of tax returns, interacting with the client to obtain outstanding information and make arrangements to file tax returns. Manage and motivate teams with diverse skills and backgrounds. Consistently deliver quality client services by monitoring progress. Demonstrate in-depth technical capabilities and professional knowledge. Maintain long-term client relationships and networks. Cultivate business development opportunities. Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm. MINIMUM REQUIREMENTS: Bachelors degree in Accounting, Finance, Economics, Tax, Law or a related field and 5 years of progressive, post-baccalaureate work experience in Tax and/or Financial Planning. Alternatively, will accept a Masters degree in Accounting, Finance, Economics, Tax, Law or related field and 4 years of work experience in Tax and/or Financial Planning. Must have 4 years of experience in high-net-worth individual tax, partnership, private capital or international tax projects. Must have 4 years of experience in US income, estate, gift, and goods and services taxation. Must have 4 years of experience in conducting tax law research. Must have 4 years of experience in automated tax processing systems, including GoSystems, CS Planner, Excel, and/or Checkpoint SurePrep. Must have CPA certification or membership in the Bar. Employer will accept any suitable combination of education, training, or experience.

Wealth Management Advisor
over 1 year ago
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SGC Financial and Insurance Services is independently owned and operated. 3 Waters Park Drive Suite 115, San Mateo, CA 94403 Company Description SGC Financial and Insurance Services is a ...

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Commercial Credit Underwriter - San Francisco
newabout 6 hours ago
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The Commercial Credit Underwriter is responsible for underwriting and structuring of straightforward and complex credit transactions with minimal oversight from the CO/CCM. The Underwriter is able to underwrite complex credit transactions with minimal oversight from the Credit Officer (“CO”) and also approves credit transactions with some coaching from the CO/CCM based on approval grid. The Underwriter leads the credit approval process with assistance from the CCM as needed for clients without CO coverage and is an active participant with the CO in credit approval process for complex clients/transactions. Underwriter leads documentation and closing for straightforward credit transactions and has an active role with the CO in documentation and closing for complex transactions. Provides ongoing management and primary accountability for all monitoring and maintenance activities on an assigned portfolio, including a higher composition of complex client relationships. They monitor clients operating performance and financial condition to proactively identify issues and opportunities. They deliver financial, industry, economic and other analysis to facilitate decision making, while also ensuring adherence to credit policies, guidelines, and applicable regulatory requirements. The Underwriter provides ongoing coaching and support to other Credit team members. They report to the Commercial Credit Manager (CCM) and partner closely with COs and Analysts. General qualifications include: a BS/BA degree, 5 years of solid experience in financial analysis, structuring, underwriting and portfolio management, strong communication and analytical/technical skills, including financial accounting, modeling and loan structuring. The role can be filled as a Credit Underwriter I or Associate Underwriter depending on experience. Bank of America will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law applicable to Bank of America.

Financial Advisor
19 days ago
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Are you an experienced Financial Advisor looking to expand your practice? Or are you someone who is not fully satisfied in your current career, and looking to change industries? SGC is consistently ...

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Manager, OneSource - Tax Ignition - San Francisco
newabout 6 hours ago
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KPMG is currently seeking a Manager, OneSource for our Tax Ignition practice. Responsibilities: Prepare analyses of existing tax data for purposes of process re-design and technology implementation Perform conversion of accounting data from existing systems to new systems, including reconciliations of data between prior and successor systems Implement improved processes for tax reporting and/or tax compliance Implement one or more of the ONESOURCE or CORPTAX suite of tax Qualifications: A minimum of five years of a combination of corporate tax and tax technology experience gained in a well-regarded audit, tax, or advisory services firm, corporation, or technology service provider Bachelors degree from an accredited college/university; Licensed CPA, J.D., LL.M, or certified in one or more technology applications such as Thomson, SAP, or Hyperion (Please note that any candidate hired by KPMG into this position that doesnt currently possess one of the aforementioned credentials/designations will be required to secure one within one year from the commencement of employment) Experience in data acquisition or extraction from enterprise systems such as SAP, Oracle, and PeopleSoft; experience managing and manipulating data using Microsoft Access, including structuring data for transfer and load to recipient systems, tax process design, and documentation Experience in implementing the ONESOURCE/CORPTAX suite of products Demonstrated application of analytical skills to perform calculations and articulate issues of average complexity Strong written and verbal skills with the ability to work well both autonomously and collaboratively

Financial Services Professional (Bilingual in Chinese preferred)
11 months ago
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Financial growth? Personal satisfaction? Opportunity to advance? You'll find all that and more as a ... NOT JUST LIFE INSURANCE: As the 26th largest wealth management company in the world, New York Life ...

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Financial Accounting Advisory Services (FAAS) (Senior Manager)
newabout 6 hours ago
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Provide technical accounting and risk management guidance to Financial Accounting Advisory Services (FAAS) engagement teams. Direct advisory services including providing accounting and regulatory expertise and guidance on accounting changes and special matters. Collaborate with partner and client to determine a FAAS strategy that appropriately addresses risk. Manage client expectations relating to deliverables. Deliver effective execution of the FAAS service delivery framework. Work with other service lines in providing an integrated service delivery. Identify and communicate relevant trends, developments, and key performance drivers relevant to the client. Effectively lead and direct teams with diverse skills and backgrounds by providing constructive on-the-job feedback/coaching to team members. Develop and maintain long-term client relationships and networks. Manage risk in the delivery of quality client services. Generate and manage new business opportunities. Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm. MINIMUM REQUIREMENTS: Must have a Bachelors degree in Business, Accounting, Finance, Mathematics, Law, Management or a related field and 8 years of work experience. Employer will accept a 3- or 4-year Bachelors degree. Alternatively, will accept a Master’s degree in Business, Accounting, Finance, Mathematics, Law, Management, or related field and 7 years of work experience. Must have 4 years of recent experience in one of the following: - Providing financial accounting and advisory services to clients, including implementing accounting standards, finance function transformation, quarterly reporting, and due diligence; OR - Working on GAAP conversions (including IFRS) with a public accounting firm working with large multinational clients. Must have 3 years of recent experience in the planning, execution, and reporting of audits for financial statements prepared in accordance with U.S. GAAS and U.S. GAAP; or 3 years of recent experience in providing financial reporting accounting services. Must have 6 years of recent experience in supervising financial accounting and advisory services teams consisting of two or more staff members. Must have 4 years of recent experience with SEC financial reporting. Must have CPA certification or foreign equivalent. If working in the United States for 2 or more years, must have U.S. CPA. Must be able and willing to travel up to 60% on short term notice, of which 10% may be international, to serve client needs. Employer will accept any suitable combination of education, training, or experience.

INSURANCE AGENT - NO COLD CALLING!!!!
new3 days ago
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Visit our website www.robertpuckettagency.com Company Description Symmetry Financial Group was ... insurance agents and agency builders across the country. By focusing on a more balanced ...

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Manager, Financial Services
newabout 7 hours ago
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Recruiting and Retention An effective MFS strengthens the Agency’s position through recruitment and retention of new financial professionals. · Achieve recruiting and retention goals by identifying and hiring individuals reflective of the FPA profile. · Identify and develop relationships with key nominator sources · Participates in selection interviews · Adhere to recruiting and selection guidelines · Meet recruiting diversity guidelines. Performance Management An effective MFS strengthens the Agency’s performance through development of financial professionals and FPAs including · Create and monitor staff goals; collaborate with Manager, Agency Training to achieve 90% pass rate for licensing and registration exams, and partner with financial professionals and FPAs to develop goals and business plans. · Coach and counsel financial professionals and FPAs who are not reaching their targets. · Monitor financial professionals and FPA activity and adhere to Franchise Model with emphasis during FPAs comprehensive training and development program. Qualifications The Company Insurance Company of America, one of the Company Financial Companies, is looking for men and women with leadership skills who are ready for a potentially more rewarding career. We’re seeking individuals with these attributes. · Business Ethics & Compliance Awareness · Excellent time management /organizational skills · Self Confident · Takes Initiative · Proven coaching and development skills · Series 6 & 26 registrations, Life/Health license & P&C License · Variable license where required · Strong leadership skills (5-10 years) · Persistence and Resilience · Autonomy (ability to work independently) · Proven sales influence and persuasion · Satisfaction and pride in working hard; setting high personal standards for performance

Financial Services Professional
about 1 year ago
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New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and ...

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Account Executive-Digital Advertising - Relocate to Phoenix - San Francisco
newabout 7 hours ago
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Yelp was created to connect people with great local businesses. As an Inside Sales Representative (ISR), you'll be working directly with these local businesses to help them achieve their goals through Yelp’s various advertising programs. You'll work with small business owners to determine their needs and aspirations and customize every sale to help make those happen. We succeed when we help our clients grow their businesses. Because people are at the center of everything we do, one of your main priorities is to educate business owners about the value of Yelp's advertising platform. In this role, you will be directly responsible for selling advertising space on Yelp to local businesses across the US and Canada. Success in this role is measured by hitting and exceeding monthly sales goals, consistently staying ahead of daily metrics, and handling rejection in stride, all in a team-focused environment.What You’ll Do Own and manage a pipeline of clients ranging from dentists to florists to restaurant owners- all organized in our CRM (Salesforce)Educate, strategize, and successfully sell Yelp advertising programs through a high volume of outbound sales calls - this role is 100% phone based.Become an expert in Yelp’s advertising solutions, and adapt product recommendations quickly to suit client needs - asking probing questions and overcoming customer objections and rejection will be critical to your success.Achieve and consistently exceed monthly sales goals- strong work ethic and tenacity are key!Stay organized and manage your time effectively in order to complete your daily goals- you know that sales is a numbers game and you’re here to win. What We’re Looking For in You You have an appetite for learning! You’re keen on turning training and feedback into action and continuous self-improvement- you don’t take rejection personally.You are committed to a high standard of integrity and being a team-player is important to you.You're an excellent listener, assertive, persistent, and persuasive - show us your grit!You are genuinely curious about people, local businesses, and possess the innate ability to inspire passion in others- you can’t wait to show everyone the value of Yelp. You are adaptable and can think on your feet. When faced with new challenges, or tough conversations, failure simply isn't an option. Must-Haves Bachelor’s degree OR GED/HS Diploma and 3+ successful years in a customer facing roleExcellent written and verbal communication skills - no fear of the phoneGeneral computer and email proficiency- we use Google suite and provide a Mac mini!Positive attitude Ability to effectively prioritize tasks and manage time within a fast-paced environmentMust possess current US work authorization Training and Development No sales experience? No worries! We offer comprehensive initial two month training with ongoing career development support and opportunities through the Yelp Sales Development Program*Learn industry-leading communication and sales techniques that will enable you to find solutions for your clients and close dealsGain extensive knowledge on the industry’s leading CRM tool, SalesforceBecome an expert in internet advertising and the world of SMBThe Yelp Sales Development Program provides a transparent path for professional growth by outlining what you need to be doing every day, month, and quarter to reach the next level in our sales organization. As you progress through YSDP, you will be eligible for increases in compensation, title, and responsibilities, which will keep your career moving in the right direction. Compensation/Benefits Guaranteed base salary plus uncapped commission Effective your first day: Full medical, vision, and dental (100% paid employee only coverage)15 days PTO and 11 paid holidays (per year)6 weeks paid parental leave plus up to 6 weeks paid pregnancy disability leaveMonthly wellness subsidyAccess to fully stocked Yelp kitchensFlexible spending accountPre-tax commuter benefits401(k) retirement savings plan with up to $3,000 matching per yearEmployee stock purchase plan Think you have what it takes to win? Send us your cover letter and resume today. Don’t forget to keep it useful, funny, and cool!

Insurance Sales Representative-- NO COLD CALLING!
new2 days ago
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Greatland Financial is a national company since 2005 that trains and supports independent insurance agents. We work in mortgage protection, final expense, retirement protection using fixed indexed ...

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Senior Modeler - Credit Risk Manager
newabout 7 hours ago
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We are looking to hire a Risk Manager in Risk Management Department. The position is responsible for statistical modeling and risk management ad-hoc analysis. You will have experience working in the consumer credit industry with a quantitative background in the development and use of statistical model and scorecard. This role will focus on developing new statistical models and scorecards for loan underwriting and pricing, as well as exploring new alternative data sources and new modeling technologies. This position will play a meaningful role in working with credit strategy team to develop new products and strategies. You will also work with Model Risk Governance and Legal to ensure all models are documented appropriately and aligned with all regulation requirements, and work with IT department to ensure models are implemented correctly. What Youll Do Develop statistical models and scorecards for credit underwriting, loan pricing, backend review process, and collections. Build and maintain an efficient infrastructure for model development, documentation, implementation, and validation. Provide analytical support to credit team for new product/strategies development. Work closely with Model Risk Governance and Legal department, make sure model development and validation are documented adequately; all models are stayed in sync with regulation requirements. Collaborate with technology teams to ensure new scores/strategies are implemented correctly and as designed. Perform various ad-hoc analyses relating to credit risk management. Evaluate new alternative data sources and modeling methodologies. About You You hold 5 years in retail credit portfolio risk management and decision science experience You have hands-on experience on predictive modeling methods (e.g., logistic regression, multivariate linear regression, decision tree, cluster analysis, etc.). Familiarity with other data mining/machine learning techniques would be helpful. You have the ability to develop quantitative measurements/analysis to address multi-dimensional business needs You communicate clearly and precisely on technical and business topics, effective skills to collaborate with other departments You consider yourself someone with attention to details, dedicated, willing to take extra effort MS degree or PhD in quantitative/statistical fields or related field Proficiency with SAS Base, Stat, and SAS macro language Comfortable with SQL and MS Office Experience in R, Python, or XENO is a plus

Financial Services
newabout 7 hours ago
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Symmetry Financial Group is seeking motivated, career-minded individuals to join our team, helping ... rated insurance carriers to provide the best and most affordable options. With the resources ...

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Tax Manager - San Francisco
newabout 7 hours ago
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A career within International Tax services, will provide you with the opportunity to help multinational companies address their cross border tax needs both locally and globally by managing their global tax rates, finding areas of cost reduction, and responding to inquiries from regulatory authorities. You’ll gain a global perspective and an awareness of tax issues stemming from changes to evolving business structures and geographic expansions. Our International Tax Services Generalist - Client Services team advises our clients on tax laws and reporting, legislation and planning strategies based on their geography and jurisdiction. You’ll be helping our clients with local tax laws, reporting requirements, statutory filings, corporate strategy, transfer pricing and indirect tax and other international taxation needs. Responsibilities As a Manager, you’ll work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution. Specific responsibilities include but are not limited to: Proactively assist in the management of a portfolio of clients, while reporting to Senior Managers and above Be involved in the financial management of clients Be actively involved in business development activities to help identify and research opportunities on new/existing clients Contribute to the development of your own and team’s technical acumen Develop strategies to solve complex technical challenges Assist in the management and delivering of large projects Train, coach, and supervise staff Keep up to date with local and national business and economic issues Continue to develop internal relationships and your PwC brand Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 5 year(s) Certification(s) Required: CPA, Enrolled Agent or Member of the Bar

Retirement & Insurance Sales Representative
4 months ago
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We are the largest independent insurance and financial service industry serving the k-12 public school space. We have no plans on slowing down, in fact we're cranking things up and looking for ...

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Audit Senior Associate, Financial Services - San Francisco
newabout 7 hours ago
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Execute the day-to-day activities of audit engagements of various Financial Services clients, including Securities and Exchange Commission (SEC) registrants Identify and communicate accounting and auditing matters to managers and partners Identify performance improvement opportunities Interact with clients to help ensure the information flow from the client to the audit team is efficient Understand and utilize KPMGs Audit Methodology Supervise Audit associates and interns on engagements Qualifications Two plus years of current and/or recent audit experience in public accounting BA/BS degree from an accredited college/university and eligible to sit for the CPA exam in their home office state Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and accounting procedures Strong knowledge and experience of audits within the Financial Services Sector Demonstrated supervisory experience Ability and willingness to travel

Life Insurance Agent (Insurance Sales Agent)
4 months ago
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Company Overview The Purdy Financial Group's mission is simple - to make the insurance business very profitable for both agents and agency builders. We understand that if agents are making the profit ...

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New Grad-Account Executive - Relocate to Phoenix - San Francisco
newabout 7 hours ago
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Yelp was created to connect people with great local businesses. As an Inside Sales Representative (ISR), you'll be working directly with these local businesses to help them achieve their goals through Yelp’s various advertising programs. You'll work with small business owners to determine their needs and aspirations and customize every sale to help make those happen. We succeed when we help our clients grow their businesses. Because people are at the center of everything we do, one of your main priorities is to educate business owners about the value of Yelp's advertising platform. In this role, you will be directly responsible for selling advertising space on Yelp to local businesses across the US and Canada. Success in this role is measured by hitting and exceeding monthly sales goals, consistently staying ahead of daily metrics, and handling rejection in stride, all in a team-focused environment.What You’ll Do Own and manage a pipeline of clients ranging from dentists to florists to restaurant owners- all organized in our CRM (Salesforce)Educate, strategize, and successfully sell Yelp advertising programs through a high volume of outbound sales calls - this role is 100% phone based.Become an expert in Yelp’s advertising solutions, and adapt product recommendations quickly to suit client needs - asking probing questions and overcoming customer objections and rejection will be critical to your success.Achieve and consistently exceed monthly sales goals- strong work ethic and tenacity are key!Stay organized and manage your time effectively in order to complete your daily goals- you know that sales is a numbers game and you’re here to win. What We’re Looking For in You You have an appetite for learning! You’re keen on turning training and feedback into action and continuous self-improvement- you don’t take rejection personally.You are committed to a high standard of integrity and being a team-player is important to you.You're an excellent listener, assertive, persistent, and persuasive - show us your grit!You are genuinely curious about people, local businesses, and possess the innate ability to inspire passion in others- you can’t wait to show everyone the value of Yelp. You are adaptable and can think on your feet. When faced with new challenges, or tough conversations, failure simply isn't an option. Must-Haves Bachelor’s degree OR GED/HS Diploma and 3+ successful years in a customer facing roleExcellent written and verbal communication skills - no fear of the phoneGeneral computer and email proficiency- we use Google suite and provide a Mac mini!Positive attitude Ability to effectively prioritize tasks and manage time within a fast-paced environmentMust possess current US work authorization Training and Development No sales experience? No worries! We offer comprehensive initial two month training with ongoing career development support and opportunities through the Yelp Sales Development Program*Learn industry-leading communication and sales techniques that will enable you to find solutions for your clients and close dealsGain extensive knowledge on the industry’s leading CRM tool, SalesforceBecome an expert in internet advertising and the world of SMBThe Yelp Sales Development Program provides a transparent path for professional growth by outlining what you need to be doing every day, month, and quarter to reach the next level in our sales organization. As you progress through YSDP, you will be eligible for increases in compensation, title, and responsibilities, which will keep your career moving in the right direction. Compensation/Benefits Guaranteed base salary plus uncapped commission Effective your first day: Full medical, vision, and dental (100% paid employee only coverage)15 days PTO and 11 paid holidays (per year)6 weeks paid parental leave plus up to 6 weeks paid pregnancy disability leaveMonthly wellness subsidyAccess to fully stocked Yelp kitchensFlexible spending accountPre-tax commuter benefits401(k) retirement savings plan with up to $3,000 matching per yearEmployee stock purchase plan Think you have what it takes to win? Send us your cover letter and resume today. Don’t forget to keep it useful, funny, and cool!

Director of Finance (Los Gatos, CA)
about 2 months ago
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We are looking for a proactive Finance Director to drive our financial strategy, planning, and ... insurance, short and long term disability. * A culture of caring and fun expressed through ...

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Corporate Banking Relationship Manager - San Francisco
newabout 8 hours ago
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Manages relationships with Government Banking customers. Grows revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships. Sources prospects and develops new customer relationships. Provides financial advice to customers and sells appropriate bank products (both Treasury Management & Credit) and services to those prospects and clients. Makes appropriate referrals. Qualifications Basic Qualifications - Bachelors or Masters degree, or equivalent work experience - Five to seven years of commercial lending experience Preferred Skills/Experience - Strong relationship management and business development/sales skills - Well-developed analytical and problem-solving skills - Thorough knowledge of bank products and services - Knowledge of credit & credit quality - Ability to work effectively with individuals and groups in managing customer relationships - Excellent presentation, verbal and written communication skills

Account Executive - Cannabis
14 days ago
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... in insurance, risk management, employee benefits and retirement programs to our clients, so they ... client financials, coordinating client enrollment, etc. * Cultivate relationships with new ...

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Tax Services Senior Manager
newabout 8 hours ago
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You will support the development of younger members of the firm by being a mentor or coach. You will be responsible for resource planning and overseeing engagement economics. You will develop work plans, formulate tax technical points of view, and ultimately create deliverables for the client. You will learn to anticipate client inquires, questions, needs, and issues. Engagements may involve tax accounting, tax compliance, federal/state/international tax planning, process improvements, information reporting and withholding. You will have continual direct contact with clients, internal executives, industry groups and peers. You will build deep relationships by participating in round table discussions, client events, EY team building activities and through day-to-day interactions. You will support a diverse array of clients, from organizations focused on a single strategy (e.g., retail banking) to multinational financial conglomerates who are actively involved in all financial businesses. You will be exposed to and relied on to understand these client business activities and advise on the tax regulations which continue to evolve. Skills and attributes for success A firm grasp on the sections of the Internal Revenue Code and Treasury Regulations that are relevant to FSO clients Identifying opportunities for improvements in operating efficiencies on both internal projects and client engagements Using the work performed on our tax compliance and tax provision engagements as a means of identifying opportunities for additional work that would be beneficial for the client An ability to synthesize information quickly and efficiently resolve issues Mastering a working knowledge of tax compliance forms including state, and local jurisdictions and how they interact with one another Complete oversight of the engagement economics of each of the engagements to which you are assigned To qualify for the role you must have Bachelor’s Degree with a minimum of 8 years of Tax experience CPA or licensed Attorney Tax experience in the banking industry or with banking clients is highly desired Broad exposure to federal income taxation Ideally, you’ll also have Excellent organizational skills SEC experience Proven experience in managing teams What we look for Leadership – conducts him or herself in manner that inspires, educates, commands respect. Patience & Organization – in high performing environment, delays beyond our control occur. It’s important to have the ability to put tasks to the side (to allow for the dust to settle) and move on to other tasks. Passion & Drive – Being in management in public accounting is not a spectator sport. It requires constant movement and reinvention.

Admitting Representative
new2 days ago
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Interview patients to collect basic demographic information and financial/insurance data * Calculate and discuss liability estimates with the patient * Enter authorization and insurance verification ...

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Internal Audit & Financial Advisory Manager
newabout 8 hours ago
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JOB DESCRIPTION The Protiviti Career provides opportunity to learn, inspire and advance within a collaborative and diverse company culture. We hire curious people for whom learning is an everyday activity. We fuel your curiosity with challenging work, talented colleagues and creative learning resources. At every level, we champion leaders who influence and achieve results. We encourage you to “bring your whole self to work” – all of your motivations, passions, priorities and commitments – as these things bring us closer to exceptional. Thats Living Protiviti. We strive to recruit and hire the best talent, and it does not stop there. Once you join us, we promise to help you bring your career to life through exceptional work experiences, a culture passionate about learning and development, and a dedication to what matters to you. Are you inspired to make a difference? Then you have come to the right place. Where We Need You: The San Francisco Office is seeking an Internal Audit & Financial Advisory Manager to join our growing team. What You Can Expect: Managers partner with our clients to solve complex business problems and provide best in class advice and solutions. Managers strive to develop lasting relationships with client personnel and seek to further these relationships through quality product delivery. The goal of the manager is to understand their client’s business and demonstrate technical competence in their solution and industry. Managers are developing contacts within the business community and serve as ambassadors of Protiviti in the market. What Will Help You Be Successful: You enjoy discussing technical and industry trends and seek opportunities to demonstrate and teach seniors and staff on the job. You effectively build and manage client relationships while delivering specific product solutions that add value. You excel at identifying opportunities to integrate product solutions and resources to optimize client service capabilities. You are passionate about assisting in the preparation and execution of strategy to win new business. You seek opportunities to interact with and mentor personnel, including participating in the creation and rollout of training and developing skill sets. You make conscious use of real-time supervision during all phases of an engagement to develop our people. You have an inherent interest in project management and team leadership. You seek new ways to create extraordinary development opportunities and ways for your team to make an impact on our clients and communities. Do Your Talents Include the Following? Advanced verbal and written communication skills, including documentation of findings and recommendations. A solid foundation in internal audit processes and objectives. An understanding of core business processes such as Accounts Payable, Accounts Receivable, Inventory, Revenue etc. with knowledge of accounting operations and financial frameworks. Understanding of commonly used International Professional Practices Framework, including COSO and PCAOB. Knowledge of audit methodologies and developing key internal audit deliverables, including process flows, work programs, audit reports, and control summaries. Knowledge of Sarbanes-Oxley Act provisions and methodologies for achieving compliance. Knowledge of The Institute of Internal Auditors (IIA’s) code of ethics and compliance requirements. Ability to work with a diverse portfolio of clients across industries. Supervisory experience of teams including consultants and senior consultants. Advanced project management and status reporting capabilities. Your Educational and Professional Qualifications: Bachelor’s degree in relevant discipline (e.g. Accounting, Finance, or Business Related Field). 5 years working in internal audit, consulting, assurance services, or related field, either in professional services or industry. Proficiency in Microsoft Office suite applications with specific emphasis on Word, Excel and PowerPoint. Secondary emphasis on Visio and Access. Professional Certification such as CPA, CIA, CFE, or similar strongly preferred.

Financial Advisor Insurance Sales Representative
5 months ago
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As your product knowledge increases and you demonstrate success in this role, you will have the opportunity to grow from an insurance agent to a registered Financial Advisor. On a Daily Basis you ...

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Senior Accountant
newabout 8 hours ago
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DUTIES & RESPONSIBILITIES Key member of the accounting team responsible for executing the close process, including ownership of specific balance sheet accounts, preparation of journal entries, completion of account reconciliations and resolution of discrepancies Review general ledger coding to ensure expenses are accurately recorded by account and department in the correct accounting period Responsible for reviewing financial statements and performing fluctuation analyses of the balance sheet and P&L Assist with technical accounting research and memos Assist with internal controls, policies, procedures, and scalability improvements including documentation of the control environment Support the annual audit, including preparation of audit schedules and financial statements Partner closely with FP&A and various cross-functional teams Adapt to new tasks and responsibilities as the business expands Ad hoc projects as required or as business scales REQUIREMENTS Bachelors degree in Accounting or Finance 5 years of accounting experience preferably a high-growth environment. Public company experience required Active CPA license and Big 4 public accounting experience preferred Attention to detail and strong communication, time management and organizational skills Strong knowledge of U.S. GAAP High proficiency with Microsoft Excel (Vlookups, Pivot tables, etc.) Experience with NetSuite or similar ERP system Experience with Blackline or similar software

Financial Services Associate
7 months ago
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As a Financial Services Professional it is your responsibility to help individuals plan for their future through insurance and investment products. Do you have a retirement plan in place? What do you ...

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Healthcare Oracle Financial Manager
newabout 9 hours ago
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Today’s chief financial officers (CFOs) and financial executives are being asked to improve business performance and shareholder value, along with operational effectiveness and efficiency. Deloitte Oracle Managers help health care clients delineate manufacturing strategy and vision, design and implement manufacturing process and systems which align with business objectives, having a measurable impact on growth. Do you want to be a part of a team that transforms the business landscape for its clients? Do you want to be on the winning team that drives transformation, improves productivity and streamlines business operations? Do you feel your skills surpass those of your peers and colleagues? If your answer is yes to all of these questions, it’s very nice to meet you and we want to hear from you immediately Work You’ll Do As a Diamond-level member of the Oracle Partner Network, Deloitte needs thought leaders like yourself to help pave the way for our clients and Oracle service line development. For our clients, our Oracle EBS Managers reduce cost and support innovation at the enterprise level by managing business requirements and leading the functional design, prototyping and process design stages of Oracle EBS implementations. Responsibilities will include: • Client Management: Manage day to day interactions with executive clients and sponsors • Delivery: Manage and deliver components of client engagements that identify, design, and implement technology and creative business solutions for large companies. Responsibilities include, among others, managing teams in the identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures. • Business Development: Develop and maintain contact with top decision makers at key clients; organize and lead pursuit teams; participate and lead aspects of the proposal development process; contribute to the development of proposal pricing strategies • People Development: Perform role of counselor and coach; provide input and guidance into the staffing process; actively participate in staff recruitment and retention activities; provide leadership and support for delivery teams and staff in local offices The team Oracle Enterprise Solutions (OES) Our Oracle Enterprise Solutions practice provides services from ERP and Cloud Strategy, through Business Transformation and Applications Implementation, to Operate and Cloud Release Management. We modernize our client’s business and core environments to leverage technology innovations around Cloud, Digital, Mobility and Social Collaboration. We help our clients address digital transformation by designing modern applications and industry specific solutions to deliver outcomes that improve flexibility, scalability and cost management. Oracle ERP products include Oracle Cloud SaaS, EBS, PeopleSoft, and JD Edwards. Professionals can expect to deliver “heart of the business” projects and work closely with client leaders in finance, logistics, manufacturing, shop floor, scheduling, engineering and design, IT, project management as well as the C-suite including the CEO, CFO, CIO and COO. We assess current business processes and capabilities as part of digital transformation initiatives and support strategic priorities across clients’ enterprises. In addition, our Health Care industry focuses on assisting those organizations that are responsible for the delivery, funding and payment management of health care and medical related services. Clients include hospitals, academic medical centers, health systems, home health agencies, long term care, outpatient facilities, ambulatory surgery centers, practitioners and physician groups as well as health plans, other health insurance companies, and pharmacy benefit managers. Also drives integration with government agencies. Qualifications Required: • A minimum of 10 years of Oracle EBS functional implementation experience • A functional professional with 4 complex, full lifecycle Oracle EBS Financials implementations • A Project Manager and/or Team Lead on at least 3 full cycle Oracle EBS Financials implementations and/or large scale EBS Financials upgrades. • A lead resource in defining systems strategy, developing systems requirements, designing and prototyping practical business solutions, identifying and consulting with clients on business process transformation, optimization and best-practice initiatives, testing, training, managing go-live and system cutovers, defining support procedures • Experience reporting to C-level client contacts, managing client teams, in addition to on- and off-site, and off-shore functional and technical teams. • Functional design and configuration experience with some combination of the following Oracle EBS Financials modules in Release 12 (R12): General Ledger (GL), Sub-ledger Accounting (SLA), Financial Accounting Hub (FAH), Fixed Assets, Accounts Receivables, Accounts Payable, Cash Management, EBTax, Treasury, Advanced Global Intercompany System (AGIS), Procure to Pay (P2P, PtP), Invoice, Record to Report (R2R, RtR). • Possess a complete and thorough knowledge of accounting and finance principles, including GAAP procedures, SOX compliance, localizations. • Experience managing project scope, change requests, delivery against defined milestones; mitigate and remediate risk factors and propose solutions based on best practices. • Must be able to collaborate with clients, identify engagement follow-on opportunities, and have a strong desire to excel. • Strong configuration and design skills. • Up to 80% travel required • A Bachelor’s degree Preferred: • Senior lead experience on complex, international, multi-currency and multi-organization implementations • 10 years of consulting experience which includes: contributing to requests for proposals (RFP), client presentations, detailing scope of work (SOW) • Ability to work independently and manage multiple task assignments within a structured implementation methodology • Strong oral and written communication skills, including presentation skills (MS Visio, MS PowerPoint) • Strong problem solving and troubleshooting skills with the ability to exercise mature judgment • Commitment to gaining exposure in multiple industries • Experience mentoring junior staff • An advanced degree in the area of specialization • Two full lifecycle implementations of Oracle R12 (eBusiness, E-biz)

Internship Program 2019
28 days ago
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Our diverse client base includes Fortune 100 companies in the retail, financial, insurance, automotive, and tech industries. The Avenue You internship program allows you to work with these clients ...

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