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Heritage Pointe has a Controller opportunity! The controller position (located in Warren, IN) is responsible for working closely with the CFO to support the financial responsibilities of the organization. The controller is responsible for daily accounting activities, monthly close transactions, the production of financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk and enhance the accuracy of the company's reported financial results in accordance with generally accepted accounting principles. The... more ->
JOB SUMMARY: Responsible for collecting on designated accounts, maintain good customer relations with borrower and effectively solve problems in an effort to resolve account delinquency and prevent losses. ESSENTIAL JOB FUNCTIONS: Establish telephone and email contact with customers to determine the reason for delinquency and understand what they can do to bring the account current. Develop customer relations to establish an understanding of what has changed with their situation. This would include follow-up contact, promise to pay dates are met, and all written notices required under the... more ->
TAX SENIOR Well, established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including overtime paid at time and one half and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression. Responsibilities Preparation of individual, corporate, partnership, LLC, trust, and bankruptcy tax returns. Preparation of client monthly accounting and financial statements. Analysis of financial... more ->
TAX MANAGER Well, established, highly profitable regional CPA firm seeks a Tax Manager to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression. The Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns. The Manager makes decisions on all but the most unusual tax situations.... more ->
TAX MANAGER Well established, highly profitable regional CPA firm seeks a Tax Manager to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression. The Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well... more ->
TAX SENIOR, INTERNATIONAL Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including overtime paid at time and one half and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression. Responsibilities Assists partners and managers on international clients with all facets of tax compliance and consulting. Preparation and review of tax returns for Individuals,... more ->
AUDIT SENIOR, ASSURANCE & ADVISORY - GOVERNMENT SECTORWell, established, highly profitable regional CPA firm seeks an Audit Senior to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including overtime paid at time and one half and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression. Responsibilities: Performing audit or review procedures, or assisting in other projects, as assigned Understanding the client's business and industry... more ->
AUDIT SENIOR - ASSURANCE & ADVISORY Well, established, highly profitable regional CPA firm seeks an Audit Senior to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including overtime paid at time and one half and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression. Responsibilities: Performing audit or review procedures, or assisting in other projects, as assigned Understanding the client's business and industry and accounting and... more ->
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a... more ->
We are seeking a detail-oriented and motivated Staff Accountant to join our finance team. This role offers the opportunity to work in a dynamic environment, contribute to financial accuracy, and play a crucial role in our financial operations. Key Responsibilities: Payroll Processing: Manage end-to-end payroll processing, including calculations, deductions, tax compliance, and ensuring accurate and timely disbursements. General Ledger Maintenance: Maintain and reconcile the general ledger, ensuring proper classification of transactions and adherence to accounting principles. Month-End Close:... more ->
Description About Transdev Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles. Overview of Position: Prepares basic financial reports under general supervision. Performs moderately complex activities related to the maintenance of a complete and accurate general ledger. Major Responsibilities : Prepares and reviews all location financial... more ->
Position Overview: The Manager of Financial Planning & Analysis is a key leadership role within the finance function. The position will report to the Director of FP&A and will work closely with other members of Duluth Trading's Leadership Team to forecast and communicate company financial performance and actual variances from expectations. Position Details: Work Environment: At Duluth Trading Company, we fundamentally believe in strong in-person interactions as our culture thrives when we learn, create, and collaborate with each other. We also believe that the future of work at Duluth Trading... more ->
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follow the established policies in accordance with the bank and the supervisor's direction Accountable for the personal achievement of monthly new account production as assigned by upper management Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations Receive cash and checks for deposit, verify amounts, and look for check endorsements Examine cash... more ->
Provide daily support by assisting customers via diverse contact channels to include: inbound/outbound calls, live chat, secure messages, and email with professionalism and urgency Must display ability to toggle between multiple applications while assisting customers in the various channels Handle customer service issues via direct interface with the customer in order to expedite solutions. Solicit higher level approval for all situations exceeding experience/training, department scope or assigned level of authority. Ensure accuracy and provide correct information to customers to resolve... more ->
Overview: The successful candidate will be responsible for acquiring and managing high revenue clients, with a focus on net new client deposit acquisition. This role requires a deep understanding of complex financial products and the ability to build and maintain strong relationships with high-value clients. Exposure to a diverse mix of companies from $5 Million to $20 Million in revenue. Reviewing RFPs' and developing and implementing strategies to acquire high revenue clients, focusing on deposit acquisition. Build and maintain strong relationships with clients, understanding their... more ->
Overview: This position conducts detailed portfolio analysis for use in new business and existing client presentations. Assists in the preparation of client investment-related presentations, reports, and reviews. Facilitates trading activities by ensuring timely processing and follow-up. Answers inquiries and serves as a resource to strategists, partners and clients in order to support client retention and new business development. Responsibilities: Analysis - Sources, compiles, and analyzes data within client portfolios. Provides results of analysis for use in client presentations.... more ->
Overview: A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. Qualities of a successful candidate: Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required... more ->
Overview: This position is responsible for building full relationships with mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners. Strengthens and manages existing relationships through providing financial advice, partnering with investment and insurance specialists to provide goals based planning advice and services. Provides guidance and fulfills on loan and deposit needs, ensuring appropriate banking products and services are aligned to support the customer's financial goals. This position cultivates strong relationships with... more ->