10 jobs found for financial services

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    • riverside, california
    • permanent
    • US$75,000 - US$85,000 per year
    • 9-6
    job summary:Tatum is currently conducting a full time Senior Financial Analyst search for an automotive client in the Riverside area. The right person should have Tableau experience, advanced Excel Skills, strong analytical skills and at least 2-5 years of experience doing Financial Analysis in a Corporate Environment. location: Riverside, Californiajob type: Permanentsalary: $75,000 - 85,000 per yearwork hours: 9-6education: Bachelor's degreeexperience: 3 Years responsibilities:Able to perform data extracts from databaseFinancial ModelingProduct and Category AnalysisFinancial Statement preparationTableau experience a hard requirementIf you are interested and available for an interview immediately, please apply directly or send resume to ramiro.desantiago@tatum-us.com. qualifications:2-5 years of Financial Analysis experienceTableauAdvanced ExcelDetail orientedStrong analytical skillsBachelors Degree in FinanceApply now to be considered for this role, our client is looking to hire immediately! skills: ExcelEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance. We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
    job summary:Tatum is currently conducting a full time Senior Financial Analyst search for an automotive client in the Riverside area. The right person should have Tableau experience, advanced Excel Skills, strong analytical skills and at least 2-5 years of experience doing Financial Analysis in a Corporate Environment. location: Riverside, Californiajob type: Permanentsalary: $75,000 - 85,000 per yearwork hours: 9-6education: Bachelor's degreeexperience: 3 Years responsibilities:Able to perform data extracts from databaseFinancial ModelingProduct and Category AnalysisFinancial Statement preparationTableau experience a hard requirementIf you are interested and available for an interview immediately, please apply directly or send resume to ramiro.desantiago@tatum-us.com. qualifications:2-5 years of Financial Analysis experienceTableauAdvanced ExcelDetail orientedStrong analytical skillsBachelors Degree in FinanceApply now to be considered for this role, our client is looking to hire immediately! skills: ExcelEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance. We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
    • minneapolis, minnesota
    • contract
    • US$34.25 - US$34.25, per hour, $34.25 - 34.25 per hour
    • 9 to 5
    job summary: Business Support Consultant - Remote Opportunity Reads, interprets, researches and processes subpoenas, levies and other legal documents. Determines proper course of action and coordinates correspondence. Responds to inquiries from external customers, internal team members, government agencies and outside attorneys. Negotiates with attorneys and government agents to assure appropriate resolutions are met and deadlines are achieved. Makes witness appearance arrangements and may assist in the preparation of witnesses for depositions and hearings. location: Minneapolis, Minnesotajob type: Contractwork hours: 9 to 5education: Bachelor's degreeexperience: 3 Years responsibilities:Responsibilities:This project is to assist in processing 1000 additional trust accounts. Some of these accounts are from 60 years ago and others 5 years ago. It is vital that this person have a good understanding of basic accounting principles, trusts, and legal document review. These members are reviewing dividends and allocations of trust funds. They will need to be adaptable and able to feel confident reaching out for help if needed. qualifications:Qualifications: 4+ years of a mix in legal documents review experience (Trusts, Wills, Estates) AND title/dividend/real estate processing experienceUnderstanding of basic accounting principlesAbility to perform general operation processing workSolid knowledge and understanding of legal terms and processes Intermediate Microsoft Office skills Excellent verbal, written, and interpersonal communication skillsAbility to interact with all levels of an organization Ability to mentor and train less senior staffMetrics candidates are measured on2 hours per case on average, attendance, quality assurance Training details 1-2 weeks of trainingMandatory info/security trainingSubject specific training with subject matter experts from the most basic to get into and navigate the system to when you see this, this is what you do skills: Business AnalysisEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
    job summary: Business Support Consultant - Remote Opportunity Reads, interprets, researches and processes subpoenas, levies and other legal documents. Determines proper course of action and coordinates correspondence. Responds to inquiries from external customers, internal team members, government agencies and outside attorneys. Negotiates with attorneys and government agents to assure appropriate resolutions are met and deadlines are achieved. Makes witness appearance arrangements and may assist in the preparation of witnesses for depositions and hearings. location: Minneapolis, Minnesotajob type: Contractwork hours: 9 to 5education: Bachelor's degreeexperience: 3 Years responsibilities:Responsibilities:This project is to assist in processing 1000 additional trust accounts. Some of these accounts are from 60 years ago and others 5 years ago. It is vital that this person have a good understanding of basic accounting principles, trusts, and legal document review. These members are reviewing dividends and allocations of trust funds. They will need to be adaptable and able to feel confident reaching out for help if needed. qualifications:Qualifications: 4+ years of a mix in legal documents review experience (Trusts, Wills, Estates) AND title/dividend/real estate processing experienceUnderstanding of basic accounting principlesAbility to perform general operation processing workSolid knowledge and understanding of legal terms and processes Intermediate Microsoft Office skills Excellent verbal, written, and interpersonal communication skillsAbility to interact with all levels of an organization Ability to mentor and train less senior staffMetrics candidates are measured on2 hours per case on average, attendance, quality assurance Training details 1-2 weeks of trainingMandatory info/security trainingSubject specific training with subject matter experts from the most basic to get into and navigate the system to when you see this, this is what you do skills: Business AnalysisEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
    • lancaster, pennsylvania
    • permanent
    • US$52,000 - US$64,000 per year
    • 8 to 5
    job summary:Office Administrator, Wealth Management Team - $52,000 to $64,000Excellent opportunity to join a small and growing investment firm as an Office Administrator. This newly created position will support our client's Wealth Management team and will interact with the firm's clients on a regular basis.Our client seeks a candidate with 3-5 years of executive level (CEO, CFO, COO) administrative support and / or 3-5 years of experience working in the investments / financial services industries. A knowledge of the investment industry is strongly preferred.Bachelor's Degree is required.This position will be representing the firm and will routinely interact with the firm's clients. As such, strong verbal and written communication skills are required.Based on the volume of resumes we receive on a daily basis, our firm will only respond to local candidates who meet this criteria.Please email-Adam.Fisher@tatum-us.com location: Lancaster, Pennsylvaniajob type: Permanentsalary: $52,000 - 64,000 per yearwork hours: 8 to 5education: Bachelor's degreeexperience: 2 Years responsibilities:This position will be representing the firm and will routinely interact with the firm's clients. As such, strong verbal and written communication skills are required. qualifications:Bachelor's Degree is required.Our client seeks a candidate with 3-5 years of executive level (CEO, CFO, COO) administrative support and / or 3-5 years of experience working in the investments / financial services industries. A knowledge of the investment industry is strongly preferred. skills: InvestmentsEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
    job summary:Office Administrator, Wealth Management Team - $52,000 to $64,000Excellent opportunity to join a small and growing investment firm as an Office Administrator. This newly created position will support our client's Wealth Management team and will interact with the firm's clients on a regular basis.Our client seeks a candidate with 3-5 years of executive level (CEO, CFO, COO) administrative support and / or 3-5 years of experience working in the investments / financial services industries. A knowledge of the investment industry is strongly preferred.Bachelor's Degree is required.This position will be representing the firm and will routinely interact with the firm's clients. As such, strong verbal and written communication skills are required.Based on the volume of resumes we receive on a daily basis, our firm will only respond to local candidates who meet this criteria.Please email-Adam.Fisher@tatum-us.com location: Lancaster, Pennsylvaniajob type: Permanentsalary: $52,000 - 64,000 per yearwork hours: 8 to 5education: Bachelor's degreeexperience: 2 Years responsibilities:This position will be representing the firm and will routinely interact with the firm's clients. As such, strong verbal and written communication skills are required. qualifications:Bachelor's Degree is required.Our client seeks a candidate with 3-5 years of executive level (CEO, CFO, COO) administrative support and / or 3-5 years of experience working in the investments / financial services industries. A knowledge of the investment industry is strongly preferred. skills: InvestmentsEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
    • lancaster, pennsylvania
    • permanent
    • US$54,000 - US$64,000 per year
    • 8 to 5
    job summary:Client Service Associate, Investment Industry - $54,000 to $64,000Exciting opportunity to join a growing investment firm as a Client Service Associate. If you graduated from college 4-6 years ago and feel stuck in a large investment firm / bank and are eager to join a firm that offers a defined career path and offers a wonderful corporate culture, this is an outstanding opportunity for you.Bachelor's Degree and two years of experience in the financial services and / or investment industry is required. While this is primarily an operational, "behind the scenes" role, this position will interact with clients via phone and email. Excellent verbal and written communication skills are required.Based on the volume of resumes we receive on a daily basis, our firm will only respond to local candidates who meet this criteria.Please email-Adam.Fisher@tatum-us.com location: Lancaster, Pennsylvaniajob type: Permanentsalary: $54,000 - 64,000 per yearwork hours: 8 to 5education: Bachelor's degreeexperience: 4 Years responsibilities:Bachelor's Degree and two years of experience in the financial services and / or investment industry is required. While this is primarily an operational, "behind the scenes" role, this position will interact with clients via phone and email. Excellent verbal and written communication skills are required. qualifications:Bachelor's Degree and two years of experience in the financial services and / or investment industry is required. While this is primarily an operational, "behind the scenes" role, this position will interact with clients via phone and email. Excellent verbal and written communication skills are required. skills: Investments, Trade Settlement, Trade ProcessingEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
    job summary:Client Service Associate, Investment Industry - $54,000 to $64,000Exciting opportunity to join a growing investment firm as a Client Service Associate. If you graduated from college 4-6 years ago and feel stuck in a large investment firm / bank and are eager to join a firm that offers a defined career path and offers a wonderful corporate culture, this is an outstanding opportunity for you.Bachelor's Degree and two years of experience in the financial services and / or investment industry is required. While this is primarily an operational, "behind the scenes" role, this position will interact with clients via phone and email. Excellent verbal and written communication skills are required.Based on the volume of resumes we receive on a daily basis, our firm will only respond to local candidates who meet this criteria.Please email-Adam.Fisher@tatum-us.com location: Lancaster, Pennsylvaniajob type: Permanentsalary: $54,000 - 64,000 per yearwork hours: 8 to 5education: Bachelor's degreeexperience: 4 Years responsibilities:Bachelor's Degree and two years of experience in the financial services and / or investment industry is required. While this is primarily an operational, "behind the scenes" role, this position will interact with clients via phone and email. Excellent verbal and written communication skills are required. qualifications:Bachelor's Degree and two years of experience in the financial services and / or investment industry is required. While this is primarily an operational, "behind the scenes" role, this position will interact with clients via phone and email. Excellent verbal and written communication skills are required. skills: Investments, Trade Settlement, Trade ProcessingEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
    • san francisco, california
    • permanent
    • US$150,000 - US$180,000 per year
    • 9 to 5
    job summary:Senior Manager of Stock AdministrationCurrently working with a hyper growth late stage pre-IPO technology company that is looking for a Senior Manager of Stock Administration for their company. Position will support the build out of policies and procedures for equity, new system implementation, and eventually grow out a team. This person needs to be adaptable with great project management skills and a desire to help a company grow. Qualified candidates will have 8+ years of stock administration experience, CEP preferred. Any experience with IPO or system conversions is a plus. Please apply for further consideration. location: San Francisco, Californiajob type: Permanentsalary: $150,000 - 180,000 per yearwork hours: 9 to 5education: Bachelor's degreeexperience: 8 Years responsibilities:Senior Manager of Stock AdministrationWe are looking for a highly motivated, enthusiastic, hands-on person to participate in this journey, which includes implementation of a new equity platform, streamlining processes, and creating new programs.Duties:Manage all aspects of companies's global equity programs today for a pre-IPO startup (including Stock Options and RSUs), and potential future public company programs (such as ESPP).Drive implementation of new enterprise-grade equity platform, including testing and data migration. Enhance the stock administration function to build for the long-term, creating scalable processes.Design and implement educational sessions, presentations, and communication materials for the global employee and investor base to support understanding of equity programs and policies.Collaborate and partner with Finance, Legal, Tax and HR team members on design of new equity programs (ESPP), reporting, and compliance.Manage the relationship and work closely with outside service providers, such as our equity systems vendor, transfer agent, and broker service providers (when applicable).Provide support for other ad hoc analyses and projects as assigned by management.Assist with other compensation related projects including annual total rewards processes, special incentives plans, and market related activities. qualifications:Requirements:8-10+ years experienceBachelor's Degree, with at least 5+ years experience as an in-house stock administratorCertified Equity Professional (CEP) Experience managing an equity administration systemHave a growth mindset with ability to work independently in a fast paced environment and handle multiple tasks and projects simultaneouslyObsesses over customers by providing excellent customer service  skills: Stock AdministrationEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance. We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
    job summary:Senior Manager of Stock AdministrationCurrently working with a hyper growth late stage pre-IPO technology company that is looking for a Senior Manager of Stock Administration for their company. Position will support the build out of policies and procedures for equity, new system implementation, and eventually grow out a team. This person needs to be adaptable with great project management skills and a desire to help a company grow. Qualified candidates will have 8+ years of stock administration experience, CEP preferred. Any experience with IPO or system conversions is a plus. Please apply for further consideration. location: San Francisco, Californiajob type: Permanentsalary: $150,000 - 180,000 per yearwork hours: 9 to 5education: Bachelor's degreeexperience: 8 Years responsibilities:Senior Manager of Stock AdministrationWe are looking for a highly motivated, enthusiastic, hands-on person to participate in this journey, which includes implementation of a new equity platform, streamlining processes, and creating new programs.Duties:Manage all aspects of companies's global equity programs today for a pre-IPO startup (including Stock Options and RSUs), and potential future public company programs (such as ESPP).Drive implementation of new enterprise-grade equity platform, including testing and data migration. Enhance the stock administration function to build for the long-term, creating scalable processes.Design and implement educational sessions, presentations, and communication materials for the global employee and investor base to support understanding of equity programs and policies.Collaborate and partner with Finance, Legal, Tax and HR team members on design of new equity programs (ESPP), reporting, and compliance.Manage the relationship and work closely with outside service providers, such as our equity systems vendor, transfer agent, and broker service providers (when applicable).Provide support for other ad hoc analyses and projects as assigned by management.Assist with other compensation related projects including annual total rewards processes, special incentives plans, and market related activities. qualifications:Requirements:8-10+ years experienceBachelor's Degree, with at least 5+ years experience as an in-house stock administratorCertified Equity Professional (CEP) Experience managing an equity administration systemHave a growth mindset with ability to work independently in a fast paced environment and handle multiple tasks and projects simultaneouslyObsesses over customers by providing excellent customer service  skills: Stock AdministrationEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance. We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
    • wayne, pennsylvania
    • permanent
    • US$60,000 - US$85,000 per year
    • 9 to 5
    job summary:Our client, a fast growing global manufacuring organization is seeking a new Financial Analyst to support the Director of Finance. The Financial Analyst will be an integral part of the growing finance and accounting team and will report directly to the Director of Financial Planning.The financial analyst will assist with the preparation of monthly forecasts, financial reports, presentation materials, and provide ad hoc analysis for theorganization. This role is remote until its safe to go back into the office.For immediate consideration for this exiting and newly created role please send your resume directly to: cecilia.bjurstrom@tatum-us.com location: Wayne, Pennsylvaniajob type: Permanentsalary: $60,000 - 85,000 per yearwork hours: 9 to 5education: Bachelor's degreeexperience: 2 Years responsibilities:Actively assist in developing and optimizing the forecasting and reporting Assist in coordinate planning and forecasting activities, including the quarterly, annual, and long-term strategic forecasting processes. Consolidate, analyze, and report the forecasting results for review by leadership.Assist with developing, generating, analyzing and interpreting complex reports.Completes analysis of monthly financial results and presentation to senior management.Identify trends in financial performance, identify risks & opportunities, and provide recommendations for improvementParticipates in the development of budgeting, forecasting and financial reporting tools through collaboration with other departments.Conduct quantitative analyses surrounding budgeting, forecasting and analysis to support company-wide objectivesStreamline data exchange between systems and sourcesAnalyze and monitor trends from financial metrics to identify variancesAssist in developing finance and business presentations qualifications:A minimum of a bachelor's degree is required, preferably with a major in Accounting/Finance or another related field, MBA or other graduate degree in finance or related field preferred2+ years' experience in Finance and financial analysis - This role is wondeful for someone who would like to learn from a strong mentorExceptional skills in MS Excel and PowerPoint a must, with ability to comfortably use pivot tables, macros, and importing/manipulating data. SQL++The ability to collaborate, influence and effectively communicate with all levels of the organization, including senior leadership, is requiredExcellent interpersonal and customer service skillsFor immediate consideration for this exiting and new opportunity please send your resume directly to: cecilia.bjurstrom@tatum-us.comCecilia267-266-0707 skills: $100-250 millionEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
    job summary:Our client, a fast growing global manufacuring organization is seeking a new Financial Analyst to support the Director of Finance. The Financial Analyst will be an integral part of the growing finance and accounting team and will report directly to the Director of Financial Planning.The financial analyst will assist with the preparation of monthly forecasts, financial reports, presentation materials, and provide ad hoc analysis for theorganization. This role is remote until its safe to go back into the office.For immediate consideration for this exiting and newly created role please send your resume directly to: cecilia.bjurstrom@tatum-us.com location: Wayne, Pennsylvaniajob type: Permanentsalary: $60,000 - 85,000 per yearwork hours: 9 to 5education: Bachelor's degreeexperience: 2 Years responsibilities:Actively assist in developing and optimizing the forecasting and reporting Assist in coordinate planning and forecasting activities, including the quarterly, annual, and long-term strategic forecasting processes. Consolidate, analyze, and report the forecasting results for review by leadership.Assist with developing, generating, analyzing and interpreting complex reports.Completes analysis of monthly financial results and presentation to senior management.Identify trends in financial performance, identify risks & opportunities, and provide recommendations for improvementParticipates in the development of budgeting, forecasting and financial reporting tools through collaboration with other departments.Conduct quantitative analyses surrounding budgeting, forecasting and analysis to support company-wide objectivesStreamline data exchange between systems and sourcesAnalyze and monitor trends from financial metrics to identify variancesAssist in developing finance and business presentations qualifications:A minimum of a bachelor's degree is required, preferably with a major in Accounting/Finance or another related field, MBA or other graduate degree in finance or related field preferred2+ years' experience in Finance and financial analysis - This role is wondeful for someone who would like to learn from a strong mentorExceptional skills in MS Excel and PowerPoint a must, with ability to comfortably use pivot tables, macros, and importing/manipulating data. SQL++The ability to collaborate, influence and effectively communicate with all levels of the organization, including senior leadership, is requiredExcellent interpersonal and customer service skillsFor immediate consideration for this exiting and new opportunity please send your resume directly to: cecilia.bjurstrom@tatum-us.comCecilia267-266-0707 skills: $100-250 millionEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
    • baltimore, maryland
    • contract
    • US$60.00 - US$80.00 per hour
    • 8 to 5
    job summary:Long term Data migration project with a growing client who needs the following skills:Combination of Corporate (GAAP) and Government Contracting accounting knowledge (FAR, DCAA) in a $400 million plus revenue environment. Strong FP&A analysis and systems skills.This remote role will last 4-6 months. The candidate must be able to review and analyze large volumes of transactional data and then help guide the team with the detail clean up. Ability to work with accounting support staff in a patient manner is required.CPA preferredExperience with multiple high volume of Government contract vehicles. Federal Grant experience is a plus.5-10 years experience with Costpoint 7 with a preference for use of the Project ModuleStrong GL skills with high volume journal entry/analysis management .Current experience using the pre processor for high volume transactions to load cash receipt, AP vouchers and journal entries. This client uses the pre processor instead of manually entering in Costpoint- sets it up in Excel and maps to a template with required fields--then up load to Costpoint Excel- large volume of pivot tables.Ability to work remotely, problem solve.Pay rates vary depending on experience. location: Baltimore, Marylandjob type: Contractsalary: $60 - 80 per hourwork hours: 8 to 5education: Bachelor's degreeexperience: 5 Years responsibilities:Long term Data migration project with a growing client who needs the following skills:Combination of Corporate (GAAP) and Government Contracting accounting knowledge (FAR, DCAA) in a $400 million plus revenue environment. Strong FP&A analysis and systems skills.This remote role will last 4-6 months. The candidate must be able to review and analyze large volumes of transactional data and then help guide the team with the detail clean up. Ability to work with accounting support staff in a patient manner is required.CPA preferredExperience with multiple high volume of Government contract vehicles. Federal Grant experience is a plus.5-10 years experience with Costpoint 7 with a preference for use of the Project ModuleStrong GL skills with high volume journal entry/analysis management .Current experience using the pre processor for high volume transactions to load cash receipt, AP vouchers and journal entries. This client uses the pre processor instead of manually entering in Costpoint- sets it up in Excel and maps to a template with required fields--then up load to Costpoint Excel- large volume of pivot tables.Ability to work remotely, problem solve.Pay rates vary depending on experience. qualifications:Long term Data migration project with a growing client who needs the following skills:Combination of Corporate (GAAP) and Government Contracting accounting knowledge (FAR, DCAA) in a $400 million plus revenue environment. Strong FP&A analysis and systems skills.This remote role will last 4-6 months. The candidate must be able to review and analyze large volumes of transactional data and then help guide the team with the detail clean up. Ability to work with accounting support staff in a patient manner is required.CPA preferredExperience with multiple high volume of Government contract vehicles. Federal Grant experience is a plus.5-10 years experience with Costpoint 7 with a preference for use of the Project ModuleStrong GL skills with high volume journal entry/analysis management .Current experience using the pre processor for high volume transactions to load cash receipt, AP vouchers and journal entries. This client uses the pre processor instead of manually entering in Costpoint- sets it up in Excel and maps to a template with required fields--then up load to Costpoint Excel- large volume of pivot tables.Ability to work remotely, problem solve.Pay rates vary depending on experience. skills: CPAEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
    job summary:Long term Data migration project with a growing client who needs the following skills:Combination of Corporate (GAAP) and Government Contracting accounting knowledge (FAR, DCAA) in a $400 million plus revenue environment. Strong FP&A analysis and systems skills.This remote role will last 4-6 months. The candidate must be able to review and analyze large volumes of transactional data and then help guide the team with the detail clean up. Ability to work with accounting support staff in a patient manner is required.CPA preferredExperience with multiple high volume of Government contract vehicles. Federal Grant experience is a plus.5-10 years experience with Costpoint 7 with a preference for use of the Project ModuleStrong GL skills with high volume journal entry/analysis management .Current experience using the pre processor for high volume transactions to load cash receipt, AP vouchers and journal entries. This client uses the pre processor instead of manually entering in Costpoint- sets it up in Excel and maps to a template with required fields--then up load to Costpoint Excel- large volume of pivot tables.Ability to work remotely, problem solve.Pay rates vary depending on experience. location: Baltimore, Marylandjob type: Contractsalary: $60 - 80 per hourwork hours: 8 to 5education: Bachelor's degreeexperience: 5 Years responsibilities:Long term Data migration project with a growing client who needs the following skills:Combination of Corporate (GAAP) and Government Contracting accounting knowledge (FAR, DCAA) in a $400 million plus revenue environment. Strong FP&A analysis and systems skills.This remote role will last 4-6 months. The candidate must be able to review and analyze large volumes of transactional data and then help guide the team with the detail clean up. Ability to work with accounting support staff in a patient manner is required.CPA preferredExperience with multiple high volume of Government contract vehicles. Federal Grant experience is a plus.5-10 years experience with Costpoint 7 with a preference for use of the Project ModuleStrong GL skills with high volume journal entry/analysis management .Current experience using the pre processor for high volume transactions to load cash receipt, AP vouchers and journal entries. This client uses the pre processor instead of manually entering in Costpoint- sets it up in Excel and maps to a template with required fields--then up load to Costpoint Excel- large volume of pivot tables.Ability to work remotely, problem solve.Pay rates vary depending on experience. qualifications:Long term Data migration project with a growing client who needs the following skills:Combination of Corporate (GAAP) and Government Contracting accounting knowledge (FAR, DCAA) in a $400 million plus revenue environment. Strong FP&A analysis and systems skills.This remote role will last 4-6 months. The candidate must be able to review and analyze large volumes of transactional data and then help guide the team with the detail clean up. Ability to work with accounting support staff in a patient manner is required.CPA preferredExperience with multiple high volume of Government contract vehicles. Federal Grant experience is a plus.5-10 years experience with Costpoint 7 with a preference for use of the Project ModuleStrong GL skills with high volume journal entry/analysis management .Current experience using the pre processor for high volume transactions to load cash receipt, AP vouchers and journal entries. This client uses the pre processor instead of manually entering in Costpoint- sets it up in Excel and maps to a template with required fields--then up load to Costpoint Excel- large volume of pivot tables.Ability to work remotely, problem solve.Pay rates vary depending on experience. skills: CPAEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
    • san carlos, california
    • contract
    • US$55.00 - US$65.00 per hour
    • 9 to 6
    job summary:Audit Financial AnalystFinancial Services company seeking an Audit Financial Analyst for a 3-4 month Contract to assist with audit. The Audit Financial Analyst will take the leading role in conducting financial analysis to determine fund units by leveraging a series of criteria they will source from a number of third-party data providers. Additionally, the Audit Financial Analyst will need to be able to convey methodology and surface challenges both internally, within the Operations & Audit teams, and externally, to third-party auditors, clearly and concisely to efficiently problem solve, while keeping the team within parameters of tight deadlines. Success in this role would require being able to have an understanding of financial valuation concepts, as well as professional/academic experience in finance, accounting, and data analytics.Audit Financial Analyst Responsibilities? Lead financial analysis associated with creating fund unit fair market values? Source, cleanse and combine multiple data sets in order to support ultimate analysis ? Present analysis to internal and external stakeholders, driving towards approvals within tight deadlines? Maintain strict structure and organization of data analysis, given the breadth and diversity of funds? Determine process improvement recommendations? Help across other fund audit verticalsRequirements- at least 3 years of Financial Analysis experience- Fund/Investment experience highly preferred- audit expeirence required location: San Carlos, Californiajob type: Contractsalary: $55 - 65 per hourwork hours: 9 to 6education: No Degree Requiredexperience: 3 Years responsibilities:Financial Services company seeking an Audit Financial Analyst for a 3-4 month Contract to assist with audit. The Audit Financial Analyst will take the leading role in conducting financial analysis to determine fund units by leveraging a series of criteria they will source from a number of third-party data providers. Additionally, the Audit Financial Analyst will need to be able to convey methodology and surface challenges both internally, within the Operations & Audit teams, and externally, to third-party auditors, clearly and concisely to efficiently problem solve, while keeping the team within parameters of tight deadlines. Success in this role would require being able to have an understanding of financial valuation concepts, as well as professional/academic experience in finance, accounting, and data analytics.Audit Financial Analyst Responsibilities? Lead financial analysis associated with creating fund unit fair market values? Source, cleanse and combine multiple data sets in order to support ultimate analysis ? Present analysis to internal and external stakeholders, driving towards approvals within tight deadlines? Maintain strict structure and organization of data analysis, given the breadth and diversity of funds? Determine process improvement recommendations? Help across other fund audit verticals qualifications:- at least 3 years of Financial Analysis experience- Fund/Investment experience highly preferred- audit expeirence required skills: Financial AnalysisEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance. We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
    job summary:Audit Financial AnalystFinancial Services company seeking an Audit Financial Analyst for a 3-4 month Contract to assist with audit. The Audit Financial Analyst will take the leading role in conducting financial analysis to determine fund units by leveraging a series of criteria they will source from a number of third-party data providers. Additionally, the Audit Financial Analyst will need to be able to convey methodology and surface challenges both internally, within the Operations & Audit teams, and externally, to third-party auditors, clearly and concisely to efficiently problem solve, while keeping the team within parameters of tight deadlines. Success in this role would require being able to have an understanding of financial valuation concepts, as well as professional/academic experience in finance, accounting, and data analytics.Audit Financial Analyst Responsibilities? Lead financial analysis associated with creating fund unit fair market values? Source, cleanse and combine multiple data sets in order to support ultimate analysis ? Present analysis to internal and external stakeholders, driving towards approvals within tight deadlines? Maintain strict structure and organization of data analysis, given the breadth and diversity of funds? Determine process improvement recommendations? Help across other fund audit verticalsRequirements- at least 3 years of Financial Analysis experience- Fund/Investment experience highly preferred- audit expeirence required location: San Carlos, Californiajob type: Contractsalary: $55 - 65 per hourwork hours: 9 to 6education: No Degree Requiredexperience: 3 Years responsibilities:Financial Services company seeking an Audit Financial Analyst for a 3-4 month Contract to assist with audit. The Audit Financial Analyst will take the leading role in conducting financial analysis to determine fund units by leveraging a series of criteria they will source from a number of third-party data providers. Additionally, the Audit Financial Analyst will need to be able to convey methodology and surface challenges both internally, within the Operations & Audit teams, and externally, to third-party auditors, clearly and concisely to efficiently problem solve, while keeping the team within parameters of tight deadlines. Success in this role would require being able to have an understanding of financial valuation concepts, as well as professional/academic experience in finance, accounting, and data analytics.Audit Financial Analyst Responsibilities? Lead financial analysis associated with creating fund unit fair market values? Source, cleanse and combine multiple data sets in order to support ultimate analysis ? Present analysis to internal and external stakeholders, driving towards approvals within tight deadlines? Maintain strict structure and organization of data analysis, given the breadth and diversity of funds? Determine process improvement recommendations? Help across other fund audit verticals qualifications:- at least 3 years of Financial Analysis experience- Fund/Investment experience highly preferred- audit expeirence required skills: Financial AnalysisEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance. We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
    • south jordan, utah
    • contract
    • US$17.78 - US$17.78, per hour, $17.78 - 17.78 per hour
    • 8 to 5
    job summary:2 OPEN ROLES!Top Skills: Tax knowledge related to year-end tax reporting for 1099's and 1042-S forms, Highly skilled in customer service, ability to work independently.Ability to work nights and weekends during the months of Jan to April (tax season) and as needed. 2) Soft skills as they will be on the phones with FA/CSA's 3) eagerness to learn and ability to analyze issues and escalate location: South Jordan, Utahjob type: Contractwork hours: 8 to 5education: Bachelor's degreeexperience: 2 Years responsibilities:-Assists Financial Advisors via MSSN/PSN calls and Case Management tickets that are sent to Tax Ops-Assist in reviewing Year End Processing, Mass corrections, IRS Files, Re-classes-Process daily reconciliation and ad hoc break report reviews-Assist in creating and reviewing audit procedure documentation-Knowledge in IRS Chapter 3 & 4 NRA and FATCA regulations-Knowledge of withholding and reporting-Must be familiar with the various types of client account classifications, tax document requirements and associated withholding and reporting requirements-Proficiency with Excel and relevant computer programs is required qualifications:- Ability to work independently well within a team environment.- Excellent Time Management, Interpersonal, and Problem-Solving Skills.- Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm.- Attention to detail and quality of work.- Ability to consistently exercise sound and decisive judgment.- Commitment to personal development.Qualifications:- Bachelor's Degree.- Prior experience in the Financial Industry is HIGHLY preferred.- Understanding of client service, process controls, with the ability to learn internal systems quickly,- Superior Communication Skills, both oral and written. skills: Financial AnalysisEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
    job summary:2 OPEN ROLES!Top Skills: Tax knowledge related to year-end tax reporting for 1099's and 1042-S forms, Highly skilled in customer service, ability to work independently.Ability to work nights and weekends during the months of Jan to April (tax season) and as needed. 2) Soft skills as they will be on the phones with FA/CSA's 3) eagerness to learn and ability to analyze issues and escalate location: South Jordan, Utahjob type: Contractwork hours: 8 to 5education: Bachelor's degreeexperience: 2 Years responsibilities:-Assists Financial Advisors via MSSN/PSN calls and Case Management tickets that are sent to Tax Ops-Assist in reviewing Year End Processing, Mass corrections, IRS Files, Re-classes-Process daily reconciliation and ad hoc break report reviews-Assist in creating and reviewing audit procedure documentation-Knowledge in IRS Chapter 3 & 4 NRA and FATCA regulations-Knowledge of withholding and reporting-Must be familiar with the various types of client account classifications, tax document requirements and associated withholding and reporting requirements-Proficiency with Excel and relevant computer programs is required qualifications:- Ability to work independently well within a team environment.- Excellent Time Management, Interpersonal, and Problem-Solving Skills.- Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm.- Attention to detail and quality of work.- Ability to consistently exercise sound and decisive judgment.- Commitment to personal development.Qualifications:- Bachelor's Degree.- Prior experience in the Financial Industry is HIGHLY preferred.- Understanding of client service, process controls, with the ability to learn internal systems quickly,- Superior Communication Skills, both oral and written. skills: Financial AnalysisEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
    • atlanta, georgia
    • contract
    • US$28.00 - US$28.00, per hour, $28 per hour
    • 8 to 5
    job summary:Do you have previous AML, BSA, or KYC experience and are looking to take your financial services career to the next level?One of the largest financial services organization is seeking a Quality Assurance Analyst to join their team! This person will be conducting research on important cases and finding solutions while following compliance guidelines.This is a 12 month contract, with contract to hire possibilities. It will start off remotely and may return to office at some point in the future. location: Atlanta, Georgiajob type: Contractwork hours: 8 to 5education: High Schoolexperience: 3 Years responsibilities:Day to day: Receive internal complaints surrounding the branch Research the complaint with other LOB, different systems, and determine if this is a valid concern. If a concern you will transfer the case to another high lever department that will do a further investigation. If not a concern you will document what you found and close the case Some phone work but not actually taking intake calls only communicating to gather information. qualifications:Experience: Home Mortgage-Home preservation Banking/financial services Project management or research experience skills: Banking OperationsEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
    job summary:Do you have previous AML, BSA, or KYC experience and are looking to take your financial services career to the next level?One of the largest financial services organization is seeking a Quality Assurance Analyst to join their team! This person will be conducting research on important cases and finding solutions while following compliance guidelines.This is a 12 month contract, with contract to hire possibilities. It will start off remotely and may return to office at some point in the future. location: Atlanta, Georgiajob type: Contractwork hours: 8 to 5education: High Schoolexperience: 3 Years responsibilities:Day to day: Receive internal complaints surrounding the branch Research the complaint with other LOB, different systems, and determine if this is a valid concern. If a concern you will transfer the case to another high lever department that will do a further investigation. If not a concern you will document what you found and close the case Some phone work but not actually taking intake calls only communicating to gather information. qualifications:Experience: Home Mortgage-Home preservation Banking/financial services Project management or research experience skills: Banking OperationsEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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