Description: CAN Community Health is the nation's premier resource in ending epidemics with a mission of empowering wellness, has an exciting opportunity for an Accountant 2. We are looking for someone who is passionate about serving the needs of individuals impacted by HIV, Hepatitis C, STI's, and other infectious diseases. You will become part of our professional team that drives home our Company's Mission and Values. We offer a good quality of life with an excellent daytime schedule, competitive pay with a bonus plan, premiere benefits package with a retirement plan with a generous company matching contribution. We have received recognition in 2025, 2024, 2023, 2022, 2021, 2019, & 2018 NPT's Best Non-Profit to Work for Award. CAN is a Drug-Free Workplace. All potential hires will be required to take and clear a pre-employment drug screen upon job offer. You can find out more about us by visiting our website at . Apply Today! Salary: Starting at $62,000-$78,000 annually based on experience. Statement of Purpose: This position is responsible for collection, classifying, interpreting, maintenance, and preparation of financial reporting for CAN Community Health, Inc. Essential Functions: Compiles and analyzes financial information to prepare book of accounts, such as general ledger accounts, documenting business transactions. Analyze daily banking transactions and journal entries. Reconcile sub-ledger accounts. Reconciles monthly bank and investment statements. Reconciles and prepares monthly financial reports, entity entries, and accounting of special events. Assists in preparation of year-end financial reports. Assists with Mid-Year review and Annual Year-End Audit. Monitor compliance with general accepted accounting principles and company procedures. Reviews, investigates, and corrects errors and inconsistencies in financial entries, documents, and reports. Promotes and practices CAN Community Health, Inc.'s mission and values and follows its policies and procedures. Coordinates with external CPA firm during mid-year reviews and annual audits, providing necessary documentation and responding to inquiries to ensure timely and accurate reporting. Secondary Tasks: Cross-trains for effective team participation. Maintains confidentiality regarding patient/client and/or family in accordance with professional and departmental standards. Performs all other duties as assigned. Physical Requirements: Neat, professional appearance. Exerts up to 10 lbs. of force occasionally and/or negligible amount of force frequently or constantly in lift, carry, push, pull, or otherwise move objects, including the human body. Involves sitting most of the time but may involve walking or standing for brief periods of time. Strong interpersonal communication skills, keen observational abilities, and active listening are essential for this position. Education/Professional: 1. Bachelor's degree in accounting required. 2. Non- Profit experience preferred. 3. Valid Driver's license. 4. 340B experience a plus. 5. Three years' accounting experience. 6. Experience with leases, fixed assets, and separate entities. 7. Experience with cash flow, accounts payable, and quarterly tax payments. 8. Experience supporting external audits and working with CPA firms preferred. Knowledge, Skills and Abilities Required: Knowledge of computer operation, Oracle NetSuite, QuickBooks, and Microsoft Office. Good written and verbal communication skills. Ability to utilize problem-solving techniques. Ability to accurately coordinate several tasks at one time. Ability to work with minimal direct supervision. Strong interpersonal skills and the ability to work effectively with a diverse population. Machines/Equipment and Tools Used: Networked Computer System Windows 10 Operating System Software Oracle NetSuite QuickBooks Enterprise Microsoft Word, Excel, Outlook Must be able to operate a motor vehicle. Must be able to pass a Level I background check (a Level II background may also be required). CAN Community Health, Inc. is an equal opportunity employer that is committed to diversity and values the ways in which we are different. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by applicable law. Requirements: PI18c525386e93-5915
12/06/2025
Full time
Description: CAN Community Health is the nation's premier resource in ending epidemics with a mission of empowering wellness, has an exciting opportunity for an Accountant 2. We are looking for someone who is passionate about serving the needs of individuals impacted by HIV, Hepatitis C, STI's, and other infectious diseases. You will become part of our professional team that drives home our Company's Mission and Values. We offer a good quality of life with an excellent daytime schedule, competitive pay with a bonus plan, premiere benefits package with a retirement plan with a generous company matching contribution. We have received recognition in 2025, 2024, 2023, 2022, 2021, 2019, & 2018 NPT's Best Non-Profit to Work for Award. CAN is a Drug-Free Workplace. All potential hires will be required to take and clear a pre-employment drug screen upon job offer. You can find out more about us by visiting our website at . Apply Today! Salary: Starting at $62,000-$78,000 annually based on experience. Statement of Purpose: This position is responsible for collection, classifying, interpreting, maintenance, and preparation of financial reporting for CAN Community Health, Inc. Essential Functions: Compiles and analyzes financial information to prepare book of accounts, such as general ledger accounts, documenting business transactions. Analyze daily banking transactions and journal entries. Reconcile sub-ledger accounts. Reconciles monthly bank and investment statements. Reconciles and prepares monthly financial reports, entity entries, and accounting of special events. Assists in preparation of year-end financial reports. Assists with Mid-Year review and Annual Year-End Audit. Monitor compliance with general accepted accounting principles and company procedures. Reviews, investigates, and corrects errors and inconsistencies in financial entries, documents, and reports. Promotes and practices CAN Community Health, Inc.'s mission and values and follows its policies and procedures. Coordinates with external CPA firm during mid-year reviews and annual audits, providing necessary documentation and responding to inquiries to ensure timely and accurate reporting. Secondary Tasks: Cross-trains for effective team participation. Maintains confidentiality regarding patient/client and/or family in accordance with professional and departmental standards. Performs all other duties as assigned. Physical Requirements: Neat, professional appearance. Exerts up to 10 lbs. of force occasionally and/or negligible amount of force frequently or constantly in lift, carry, push, pull, or otherwise move objects, including the human body. Involves sitting most of the time but may involve walking or standing for brief periods of time. Strong interpersonal communication skills, keen observational abilities, and active listening are essential for this position. Education/Professional: 1. Bachelor's degree in accounting required. 2. Non- Profit experience preferred. 3. Valid Driver's license. 4. 340B experience a plus. 5. Three years' accounting experience. 6. Experience with leases, fixed assets, and separate entities. 7. Experience with cash flow, accounts payable, and quarterly tax payments. 8. Experience supporting external audits and working with CPA firms preferred. Knowledge, Skills and Abilities Required: Knowledge of computer operation, Oracle NetSuite, QuickBooks, and Microsoft Office. Good written and verbal communication skills. Ability to utilize problem-solving techniques. Ability to accurately coordinate several tasks at one time. Ability to work with minimal direct supervision. Strong interpersonal skills and the ability to work effectively with a diverse population. Machines/Equipment and Tools Used: Networked Computer System Windows 10 Operating System Software Oracle NetSuite QuickBooks Enterprise Microsoft Word, Excel, Outlook Must be able to operate a motor vehicle. Must be able to pass a Level I background check (a Level II background may also be required). CAN Community Health, Inc. is an equal opportunity employer that is committed to diversity and values the ways in which we are different. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by applicable law. Requirements: PI18c525386e93-5915
Description Summary: The Accountant II is responsible for preparing general ledger month-end journal entries relevant to their assigned functional accounting team in accordance with Generally Accepted Accounting Principles. Functional Accounting Teams are as follows: Cash Accounting Fixed Assets Accounting Corporate Accounting Payroll Accounting Investments and Foundation Accounting Prepaid Asset, Deferred Revenue, and Notes Payable Accounting Inventory and Supplies Accounting Physician Guarantees and Physician Fees Accounting Purchased Services and Non-Patient Accounts Receivable Accounting Contract Labor and Utilities Accounting Joint Venture Accounting Intercompany Accounting, Allocations, and Eliminations Lease Accounting Technical Accounting Health Plan Accounting Physician Group Accounting Grant Accounting This job requires an understanding of United States Generally Accepted Accounting Principles (US GAAP). The Accountant II should be able to demonstrate an understanding of the purpose of the journal entries they are recording to the general ledger, evaluate the appropriateness of the entry (including the GL accounts used and the financial statement line item classification), and explain the impact to the financial statements. They are responsible for ensuring appropriate and relevant supporting documentation is attached to the journal entry. The Accountant II is responsible for evaluating the source of the information for their journal entries and asking appropriate followup questions to ensure documentation is appropriate. In some cases, appropriate support will include developing estimates of the current month activity based on financial analysis of historical data. The Accountant II is expected to develop an understanding of healthcare specific accounting issues relevant to the assigned functional accounting area. Previous healthcare experience is preferred but not required. The Accountant II is responsible for analyzing and providing variance explanations (from budget and trend) related to assigned areas to the accounting leads and managers for month-end review. The Accountant II is expected to seek out learning opportunities and be open to constructive feedback to improve overall performance and expand their knowledge of US GAAP. The Accountant II is responsible for completion of monthly balance sheet account reconciliations related to the assigned functional accounting area. The Accountant II is responsible for assisting the accounting lead and manager with information requests from other teams across the System (both at the corporate office and at our facilities), as needed. The Accountant II is responsible for other projects, as assigned, which may include but are not limited to: research of GL transactions to understand the impact to the GL, process improvement projects, and assistance for the year-end external audit. The job requires excellent written and verbal communication skills. Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. Prepare month-end journal entries in accordance with US GAAP, with complete and accurate supporting documentation. Perform variance analysis on assigned accounts to both budget and trend and provide explanations to their Lead and Manager for month-end review of financial statements. Prepare month-end balance sheet reconciliations. Assist accounting lead and manager with information requests from other teams across the System (both at the corporate office and at our facilities) as needed. Job Requirements: Education/Skills Bachelor's Degree in Accounting or equivalent required. Experience 2 years of accounting experience required. General Ledger accounting and Healthcare accounting experience preferred. Licenses, Registrations, or Certifications Candidates seeking CPA license preferred; some assistance available for those seeking licensing. Work Schedule: 5 Days - 8 Hours Work Type: Full Time
12/06/2025
Full time
Description Summary: The Accountant II is responsible for preparing general ledger month-end journal entries relevant to their assigned functional accounting team in accordance with Generally Accepted Accounting Principles. Functional Accounting Teams are as follows: Cash Accounting Fixed Assets Accounting Corporate Accounting Payroll Accounting Investments and Foundation Accounting Prepaid Asset, Deferred Revenue, and Notes Payable Accounting Inventory and Supplies Accounting Physician Guarantees and Physician Fees Accounting Purchased Services and Non-Patient Accounts Receivable Accounting Contract Labor and Utilities Accounting Joint Venture Accounting Intercompany Accounting, Allocations, and Eliminations Lease Accounting Technical Accounting Health Plan Accounting Physician Group Accounting Grant Accounting This job requires an understanding of United States Generally Accepted Accounting Principles (US GAAP). The Accountant II should be able to demonstrate an understanding of the purpose of the journal entries they are recording to the general ledger, evaluate the appropriateness of the entry (including the GL accounts used and the financial statement line item classification), and explain the impact to the financial statements. They are responsible for ensuring appropriate and relevant supporting documentation is attached to the journal entry. The Accountant II is responsible for evaluating the source of the information for their journal entries and asking appropriate followup questions to ensure documentation is appropriate. In some cases, appropriate support will include developing estimates of the current month activity based on financial analysis of historical data. The Accountant II is expected to develop an understanding of healthcare specific accounting issues relevant to the assigned functional accounting area. Previous healthcare experience is preferred but not required. The Accountant II is responsible for analyzing and providing variance explanations (from budget and trend) related to assigned areas to the accounting leads and managers for month-end review. The Accountant II is expected to seek out learning opportunities and be open to constructive feedback to improve overall performance and expand their knowledge of US GAAP. The Accountant II is responsible for completion of monthly balance sheet account reconciliations related to the assigned functional accounting area. The Accountant II is responsible for assisting the accounting lead and manager with information requests from other teams across the System (both at the corporate office and at our facilities), as needed. The Accountant II is responsible for other projects, as assigned, which may include but are not limited to: research of GL transactions to understand the impact to the GL, process improvement projects, and assistance for the year-end external audit. The job requires excellent written and verbal communication skills. Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. Prepare month-end journal entries in accordance with US GAAP, with complete and accurate supporting documentation. Perform variance analysis on assigned accounts to both budget and trend and provide explanations to their Lead and Manager for month-end review of financial statements. Prepare month-end balance sheet reconciliations. Assist accounting lead and manager with information requests from other teams across the System (both at the corporate office and at our facilities) as needed. Job Requirements: Education/Skills Bachelor's Degree in Accounting or equivalent required. Experience 2 years of accounting experience required. General Ledger accounting and Healthcare accounting experience preferred. Licenses, Registrations, or Certifications Candidates seeking CPA license preferred; some assistance available for those seeking licensing. Work Schedule: 5 Days - 8 Hours Work Type: Full Time
Do you love digging into data, organizing, and problem-solving? We want to hear from you! Were looking for a motivated, detail-oriented accountant to help keep our financial information in order and up to date. Youll be in charge of property accounting, producing monthly financial reports, and recording accurate information in our accounting software. If this sounds like you, we highly encourage you to apply. Compensation: $45,000 - $60,000 yearly Responsibilities: Manage and maintain accurate financial records for all properties under management. Prepare and deliver monthly financial reports, ensuring clarity and precision. Cash management consisting of selecting payables and requesting additional funding. Reconcile bank statements and resolve any discrepancies promptly. Collaborate with property managers to ensure timely and accurate rent collection. Assist in the preparation of annual budgets and forecasts to support strategic planning. Ensure compliance with all financial regulations and company policies. Assist with the year-end tax and audit process with the external CPA firm. Assist with in-house payroll processing as needed. Assist with administrative functions for properties as assigned. Perform other tasks and projects as assigned. Qualifications: Bachelor's degree in accounting or related field required Strong understanding of generally accepted accounting principles (GAAP) Must possess exceptional communication, problem-solving, and time management skills Experience with Excel, QuickBooks, and basic accounting systems Two years or more of accounting experience preferred (a plus if you have experience in the real estate industry). Ability to prepare and deliver clear, precise monthly financial reports. Ability to assist in preparing annual budgets and forecasts to support strategic planning. Accounting software knowledge required. RealPage, Yardi, or similar software experience preferred. About Company Our company, founded in 1977, is a dynamic, fast-growing property management and real estate investment company located in Hermitage, PA. The Hudson Companies is a family-owned and led company and is a 5-time recipient of the Best Places to Work in Pennsylvania Award. You will join a team of dedicated professionals who support our growing organization. Compensation details: 0 Yearly Salary PIaabb2-
12/05/2025
Full time
Do you love digging into data, organizing, and problem-solving? We want to hear from you! Were looking for a motivated, detail-oriented accountant to help keep our financial information in order and up to date. Youll be in charge of property accounting, producing monthly financial reports, and recording accurate information in our accounting software. If this sounds like you, we highly encourage you to apply. Compensation: $45,000 - $60,000 yearly Responsibilities: Manage and maintain accurate financial records for all properties under management. Prepare and deliver monthly financial reports, ensuring clarity and precision. Cash management consisting of selecting payables and requesting additional funding. Reconcile bank statements and resolve any discrepancies promptly. Collaborate with property managers to ensure timely and accurate rent collection. Assist in the preparation of annual budgets and forecasts to support strategic planning. Ensure compliance with all financial regulations and company policies. Assist with the year-end tax and audit process with the external CPA firm. Assist with in-house payroll processing as needed. Assist with administrative functions for properties as assigned. Perform other tasks and projects as assigned. Qualifications: Bachelor's degree in accounting or related field required Strong understanding of generally accepted accounting principles (GAAP) Must possess exceptional communication, problem-solving, and time management skills Experience with Excel, QuickBooks, and basic accounting systems Two years or more of accounting experience preferred (a plus if you have experience in the real estate industry). Ability to prepare and deliver clear, precise monthly financial reports. Ability to assist in preparing annual budgets and forecasts to support strategic planning. Accounting software knowledge required. RealPage, Yardi, or similar software experience preferred. About Company Our company, founded in 1977, is a dynamic, fast-growing property management and real estate investment company located in Hermitage, PA. The Hudson Companies is a family-owned and led company and is a 5-time recipient of the Best Places to Work in Pennsylvania Award. You will join a team of dedicated professionals who support our growing organization. Compensation details: 0 Yearly Salary PIaabb2-
SR. AUDIT MANAGER- TREASURY/FINANCE WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do Assists with the development of audit budget estimates for respective area of focus. Assists with the development of the annual risk assessment and audit plan Leads and performs continuous monitoring activities periodically for the area assigned Maintains ongoing relationships with management of auditable units Tracks and manages audit resources to meet the audit budget and audit plan mandates. Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Completes all required training. Acts as a role model/mentor to lower level Auditors Enhances and maintains morale of the audit staff Performs on-the-job training of lower level auditors Evaluates and provides performance feedback to lower level auditors Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance Participates in interviews and evaluations of new applicants. Keeps informed of new services, products and events that have a significant business and technology affect. Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. Must-Have Bachelor's Degree or equivalent Minimum of 7 years of audit experience CPA - Certified Public Accountant CPA, CIA, CISA, or CFA Skills and Knowledge Must possess strong managerial, organizational, and verbal and written communication skills. 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations Experienced in managing and mentoring staff Excellent writing and communication skills Strong project management skills Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks. ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
12/05/2025
Full time
SR. AUDIT MANAGER- TREASURY/FINANCE WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do Assists with the development of audit budget estimates for respective area of focus. Assists with the development of the annual risk assessment and audit plan Leads and performs continuous monitoring activities periodically for the area assigned Maintains ongoing relationships with management of auditable units Tracks and manages audit resources to meet the audit budget and audit plan mandates. Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Completes all required training. Acts as a role model/mentor to lower level Auditors Enhances and maintains morale of the audit staff Performs on-the-job training of lower level auditors Evaluates and provides performance feedback to lower level auditors Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance Participates in interviews and evaluations of new applicants. Keeps informed of new services, products and events that have a significant business and technology affect. Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. Must-Have Bachelor's Degree or equivalent Minimum of 7 years of audit experience CPA - Certified Public Accountant CPA, CIA, CISA, or CFA Skills and Knowledge Must possess strong managerial, organizational, and verbal and written communication skills. 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations Experienced in managing and mentoring staff Excellent writing and communication skills Strong project management skills Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks. ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Description Summary: The Accountant Senior is responsible for preparing general ledger month-end journal entries relevant to their assigned functional accounting team in accordance with Generally Accepted Accounting Principles. Functional Accounting Teams are as follows: Cash Accounting Fixed Assets Accounting Corporate Accounting Payroll Accounting Investments and Foundation Accounting Prepaid Asset, Deferred Revenue, and Notes Payable Accounting Inventory and Supplies Accounting Physician Guarantees and Physician Fees Accounting Purchased Services and Non-Patient Accounts Receivable Accounting Contract Labor and Utilities Accounting Joint Venture Accounting Intercompany Accounting, Allocations, and Eliminations Lease Accounting Technical Accounting Health Plan Accounting Physician Group Accounting Grant Accounting This job requires a strong understanding of United States Generally Accepted Accounting Principles (US GAAP). The Senior accountant should be able to demonstrate an understanding of the purpose of the journal entries they are recording to the general ledger, evaluate the appropriateness of the entry (including the GL accounts used and the financial statement line item classification), and explain the impact to the financial statements. They are responsible for ensuring appropriate and relevant supporting documentation is attached to the journal entry. The Senior Accountant is responsible for evaluating the source of the information for their journal entries and asking appropriate follow-up questions to ensure documentation is appropriate. In some cases, appropriate support will include developing estimates of the current month activity based on financial analysis of historical data. The Senior Accountant is expected to develop an understanding of healthcare specific accounting issues relevant to the assigned functional accounting area. Previous healthcare experience is preferred but not required. The Senior Accountant is responsible for analyzing and providing variance explanations (from budget and trend) related to assigned areas to the accounting leads and managers for month-end review. The Senior Accountant is responsible for completion of monthly balance sheet account reconciliations related to the assigned functional accounting area. The Senior Accountant is responsible for assisting other teams across the System (both at the corporate office and at our facilities) with information requests related to the assigned functional area, as needed. The Senior Accountant is expected to work closely with other teams to resolve issues timely and to the satisfaction of all parties. The Senior Accountant is responsible for other projects, as assigned, which may include but are not limited to: research of GL transactions to understand the impact to the GL, process improvement projects, and assistance for the year-end external audit. The job requires excellent written and verbal communication skills. Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. Prepare month-end journal entries in accordance with US GAAP, with complete and accurate supporting documentation. Perform variance analysis on assigned accounts to both budget and trend and provide explanations to their Lead and Manager for month-end review of financial statements. Prepare month-end balance sheet reconciliations. Assist other teams with information requests as needed. Job Requirements: Education/Skills Bachelor's Degree in Accounting or equivalent required. Experience 5 years of experience required. Healthcare accounting experience preferred. Licenses, Registrations, or Certifications Candidates seeking CPA license preferred; some assistance available for those seeking licensing. Work Schedule: 5 Days - 8 Hours Work Type: Full Time
12/05/2025
Full time
Description Summary: The Accountant Senior is responsible for preparing general ledger month-end journal entries relevant to their assigned functional accounting team in accordance with Generally Accepted Accounting Principles. Functional Accounting Teams are as follows: Cash Accounting Fixed Assets Accounting Corporate Accounting Payroll Accounting Investments and Foundation Accounting Prepaid Asset, Deferred Revenue, and Notes Payable Accounting Inventory and Supplies Accounting Physician Guarantees and Physician Fees Accounting Purchased Services and Non-Patient Accounts Receivable Accounting Contract Labor and Utilities Accounting Joint Venture Accounting Intercompany Accounting, Allocations, and Eliminations Lease Accounting Technical Accounting Health Plan Accounting Physician Group Accounting Grant Accounting This job requires a strong understanding of United States Generally Accepted Accounting Principles (US GAAP). The Senior accountant should be able to demonstrate an understanding of the purpose of the journal entries they are recording to the general ledger, evaluate the appropriateness of the entry (including the GL accounts used and the financial statement line item classification), and explain the impact to the financial statements. They are responsible for ensuring appropriate and relevant supporting documentation is attached to the journal entry. The Senior Accountant is responsible for evaluating the source of the information for their journal entries and asking appropriate follow-up questions to ensure documentation is appropriate. In some cases, appropriate support will include developing estimates of the current month activity based on financial analysis of historical data. The Senior Accountant is expected to develop an understanding of healthcare specific accounting issues relevant to the assigned functional accounting area. Previous healthcare experience is preferred but not required. The Senior Accountant is responsible for analyzing and providing variance explanations (from budget and trend) related to assigned areas to the accounting leads and managers for month-end review. The Senior Accountant is responsible for completion of monthly balance sheet account reconciliations related to the assigned functional accounting area. The Senior Accountant is responsible for assisting other teams across the System (both at the corporate office and at our facilities) with information requests related to the assigned functional area, as needed. The Senior Accountant is expected to work closely with other teams to resolve issues timely and to the satisfaction of all parties. The Senior Accountant is responsible for other projects, as assigned, which may include but are not limited to: research of GL transactions to understand the impact to the GL, process improvement projects, and assistance for the year-end external audit. The job requires excellent written and verbal communication skills. Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. Prepare month-end journal entries in accordance with US GAAP, with complete and accurate supporting documentation. Perform variance analysis on assigned accounts to both budget and trend and provide explanations to their Lead and Manager for month-end review of financial statements. Prepare month-end balance sheet reconciliations. Assist other teams with information requests as needed. Job Requirements: Education/Skills Bachelor's Degree in Accounting or equivalent required. Experience 5 years of experience required. Healthcare accounting experience preferred. Licenses, Registrations, or Certifications Candidates seeking CPA license preferred; some assistance available for those seeking licensing. Work Schedule: 5 Days - 8 Hours Work Type: Full Time
Description Summary: The Accountant Lead is responsible for preparing general ledger month-end journal entries in accordance with Generally Accepted Accounting Principles, review of journal entries as assigned, and financial statement analysis relevant to their assigned functional accounting team. Functional Accounting Teams are as follows: Cash Accounting Fixed Assets Accounting Corporate Accounting Payroll Accounting Investments and Foundation Accounting Prepaid Asset, Deferred Revenue, and Notes Payable Accounting Inventory and Supplies Accounting Physician Guarantees and Physician Fees Accounting Purchased Services and Non-Patient Accounts Receivable Accounting Contract Labor and Utilities Accounting Joint Venture Accounting Intercompany Accounting, Allocations, and Eliminations Lease Accounting Technical Accounting Health Plan Accounting Physician Group Accounting Grant Accounting This job requires a strong understanding of United States Generally Accepted Accounting Principles (US GAAP). The Lead Accountant should be able to demonstrate an understanding of the purpose of the journal entries they are recording to the general ledger, evaluate the appropriateness of the entry (including the GL accounts used and the financial statement line item classification), and explain the impact to the financial statements. The Lead Accountant will typically be assigned to areas of higher risk and more complex accounting within the functional accounting team. They are responsible for ensuring appropriate and relevant supporting documentation is attached to the journal entry. The Lead Accountant is responsible for evaluating the source of the information for their journal entries and asking appropriate followup questions to ensure documentation is appropriate. In some cases, appropriate support will include developing estimates of the current month activity based on financial analysis of historical data. The Lead Accountant is expected to develop an understanding of healthcare specific accounting issues relevant to the assigned functional accounting area. Previous healthcare experience is preferred but not required. The Lead Accountant is responsible for analyzing and providing variance explanations (from budget and trend) related to assigned areas. The Lead Accountant is responsible for completion of monthly balance sheet account reconciliations related to the assigned functional accounting area. The Lead Accountant reports directly to the Accounting Manager and is responsible for assisting their Accounting Manager with supervision and training of accountants on the assigned functional team. The Lead Accountant will be assigned lower risk areas to review journal entries and balance sheet reconciliations. The Lead Accountant is expected to function at a high level of accounting knowledge coupled with ability to direct others and give feedback on a daily basis as to work product. Overall performance evaluation is not the direct responsibility of this job; however, the expectation is for the Lead Accountant to provide specific and documented feedback on the work of the accountants to the Accounting Manager to be incorporated into performance evaluations of those Associates. The Lead Accountant is expected to assist the Accounting Manager in ensuring the team is meeting month-end close deadlines and communicating timely when any deviation from the close schedule is expected. The Lead Accountant should proactively look for ways to make our processes more efficient and maintain or reduce the overall close timeline. Timeliness, accuracy, and the ability to prioritize and meet critical deadlines are essential. The Lead Accountant is expected to lead efforts in improving processes for preparation of financial statements and related reports/schedules, ensuring reporting accuracy and building relationships throughout the System that achieve these goals. For each month-end close, the Lead Accountant will work with the Manager to accumulate and summarize variance analysis results for both the functional area and the Manager's assigned regional responsibilities. The Lead Accountant will be responsible for assisting the Accounting Manager in preparing materials for and participating in month-end financial review calls with the regional CFOs. The job requires strong analytical skills and the ability to problem solve. Lead accountant will be required to review financial and non-financial information in various modules with in Infor CloudSuite relevant to their functional area, including but not limited to the following modules: GL, BI/FSM, Inventory, Purchasing, Fixed Assets, Cash, etc. as part of the research and review of financial statement variances. The Lead Accountant is responsible for assisting other teams across the System (both at the corporate office and at our facilities) with information requests related to the assigned functional area, as needed. The Lead Accountant is expected to work closely with other teams to resolve issues timely and to the satisfaction of all parties. The Lead Accountant is responsible for other projects, as assigned, which may include but are not limited to: research of GL transactions to understand the impact to the GL, process improvement projects, and assistance for the year-end external audit. The job requires excellent written and verbal communication skills. Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. Prepare month-end journal entries in accordance with US GAAP, with complete and accurate supporting documentation. Independent analysis of applicable accounting guidance (FASB, AICPA, etc.) to guarantee the proper treatment of financial transactions and ensuring compliance with U.S. Generally Accepted Accounting Principles (US GAAP). Perform variance analysis on assigned accounts to both budget and trend. Prepare month-end balance sheet reconciliations. Review month-end journal entries and account reconciliations prepared by accountants, as assigned. Provide feedback to accountants as necessary and ensure entries are appropriate and include appropriate documentation. Assist Manager with onboarding and training accountants. Assist Manager with accumulating and analyzing month-end variance analysis for assigned functional area and assigned regional responsibilties. Identify errors and research areas of concern. Communicate issues to Accounting Manager and provide potential solutions. Drive process improvements to ensure the team becomes more efficient. Develop and maintain excellent working relationships with other teams across the System (both at the corporate office and at our facilities). Support Senior Management, Regional and Corporate Associates with data requests and analyses. Job Requirements: Education/Skills Bachelor's Degree in Accounting or equivalent required. Experience 7 years of accounting experience required. General ledger accounting experience and Healthcare accounting experience preferred. Licenses, Registrations, or Certifications Candidates seeking CPA license preferred; some assistance available for those seeking licensing. Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
12/05/2025
Full time
Description Summary: The Accountant Lead is responsible for preparing general ledger month-end journal entries in accordance with Generally Accepted Accounting Principles, review of journal entries as assigned, and financial statement analysis relevant to their assigned functional accounting team. Functional Accounting Teams are as follows: Cash Accounting Fixed Assets Accounting Corporate Accounting Payroll Accounting Investments and Foundation Accounting Prepaid Asset, Deferred Revenue, and Notes Payable Accounting Inventory and Supplies Accounting Physician Guarantees and Physician Fees Accounting Purchased Services and Non-Patient Accounts Receivable Accounting Contract Labor and Utilities Accounting Joint Venture Accounting Intercompany Accounting, Allocations, and Eliminations Lease Accounting Technical Accounting Health Plan Accounting Physician Group Accounting Grant Accounting This job requires a strong understanding of United States Generally Accepted Accounting Principles (US GAAP). The Lead Accountant should be able to demonstrate an understanding of the purpose of the journal entries they are recording to the general ledger, evaluate the appropriateness of the entry (including the GL accounts used and the financial statement line item classification), and explain the impact to the financial statements. The Lead Accountant will typically be assigned to areas of higher risk and more complex accounting within the functional accounting team. They are responsible for ensuring appropriate and relevant supporting documentation is attached to the journal entry. The Lead Accountant is responsible for evaluating the source of the information for their journal entries and asking appropriate followup questions to ensure documentation is appropriate. In some cases, appropriate support will include developing estimates of the current month activity based on financial analysis of historical data. The Lead Accountant is expected to develop an understanding of healthcare specific accounting issues relevant to the assigned functional accounting area. Previous healthcare experience is preferred but not required. The Lead Accountant is responsible for analyzing and providing variance explanations (from budget and trend) related to assigned areas. The Lead Accountant is responsible for completion of monthly balance sheet account reconciliations related to the assigned functional accounting area. The Lead Accountant reports directly to the Accounting Manager and is responsible for assisting their Accounting Manager with supervision and training of accountants on the assigned functional team. The Lead Accountant will be assigned lower risk areas to review journal entries and balance sheet reconciliations. The Lead Accountant is expected to function at a high level of accounting knowledge coupled with ability to direct others and give feedback on a daily basis as to work product. Overall performance evaluation is not the direct responsibility of this job; however, the expectation is for the Lead Accountant to provide specific and documented feedback on the work of the accountants to the Accounting Manager to be incorporated into performance evaluations of those Associates. The Lead Accountant is expected to assist the Accounting Manager in ensuring the team is meeting month-end close deadlines and communicating timely when any deviation from the close schedule is expected. The Lead Accountant should proactively look for ways to make our processes more efficient and maintain or reduce the overall close timeline. Timeliness, accuracy, and the ability to prioritize and meet critical deadlines are essential. The Lead Accountant is expected to lead efforts in improving processes for preparation of financial statements and related reports/schedules, ensuring reporting accuracy and building relationships throughout the System that achieve these goals. For each month-end close, the Lead Accountant will work with the Manager to accumulate and summarize variance analysis results for both the functional area and the Manager's assigned regional responsibilities. The Lead Accountant will be responsible for assisting the Accounting Manager in preparing materials for and participating in month-end financial review calls with the regional CFOs. The job requires strong analytical skills and the ability to problem solve. Lead accountant will be required to review financial and non-financial information in various modules with in Infor CloudSuite relevant to their functional area, including but not limited to the following modules: GL, BI/FSM, Inventory, Purchasing, Fixed Assets, Cash, etc. as part of the research and review of financial statement variances. The Lead Accountant is responsible for assisting other teams across the System (both at the corporate office and at our facilities) with information requests related to the assigned functional area, as needed. The Lead Accountant is expected to work closely with other teams to resolve issues timely and to the satisfaction of all parties. The Lead Accountant is responsible for other projects, as assigned, which may include but are not limited to: research of GL transactions to understand the impact to the GL, process improvement projects, and assistance for the year-end external audit. The job requires excellent written and verbal communication skills. Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. Prepare month-end journal entries in accordance with US GAAP, with complete and accurate supporting documentation. Independent analysis of applicable accounting guidance (FASB, AICPA, etc.) to guarantee the proper treatment of financial transactions and ensuring compliance with U.S. Generally Accepted Accounting Principles (US GAAP). Perform variance analysis on assigned accounts to both budget and trend. Prepare month-end balance sheet reconciliations. Review month-end journal entries and account reconciliations prepared by accountants, as assigned. Provide feedback to accountants as necessary and ensure entries are appropriate and include appropriate documentation. Assist Manager with onboarding and training accountants. Assist Manager with accumulating and analyzing month-end variance analysis for assigned functional area and assigned regional responsibilties. Identify errors and research areas of concern. Communicate issues to Accounting Manager and provide potential solutions. Drive process improvements to ensure the team becomes more efficient. Develop and maintain excellent working relationships with other teams across the System (both at the corporate office and at our facilities). Support Senior Management, Regional and Corporate Associates with data requests and analyses. Job Requirements: Education/Skills Bachelor's Degree in Accounting or equivalent required. Experience 7 years of accounting experience required. General ledger accounting experience and Healthcare accounting experience preferred. Licenses, Registrations, or Certifications Candidates seeking CPA license preferred; some assistance available for those seeking licensing. Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
Shoup Legal. A Professional Law Co
Murrieta, California
Description: Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for somewhere that values your contribution and appreciates your hard work? Are you looking for a fresh start at a technology-forward law firm that puts life-work balance at the forefront of their thinking? Then we want to talk to you! If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous to ensure we hire high caliber attorneys who positively contribute to our firm culture. We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms. We believe in empowering our Attorneys to go above and beyond to serve clients exceptional value and quality representation. Our Attorneys receive support from our amazing team comprised of Office Assistants and Paralegals who are meticulously selected and trained to be a part of our world-class team. We have cultivated a remarkable team that embraces the belief that visiting an attorney's office should be a positive experience, and not an uncomfortable one. Please note, applicants who do not follow instructions when applying will not be considered for the position. Responsibilities Conduct initial consultation with clients Identify the appropriate strategy to meet the client's expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the client's objectives Draft estate planning documents, including wills, distinct types of trusts, ancillary documents Ability to explain complex legal concepts and explain all provisions of the estate plan to the client Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, work well with change in a fast-paced environment Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward Cultivate relationships with the firm's existing and future clients by maintaining consistent and timely communication Report on caseload at a weekly case review meeting Develop a client following to increase the firm's revenues Benefits include: Paid holidays Personal time off Health, dental, vision, and life insurance 401K matching contributions Job type: Full-time On-site Requirements: J.D. from an accredited law school and licensed with the California State Bar 3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the client's objectives Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client Working knowledge of finance, investments, and taxes Great ability to focus under pressure and the willingness to do what needs to be done Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software Experience with Wealth Counsel drafting is desired Compensation details: 00 Yearly Salary PIc48bcbf5f78b-6530
12/04/2025
Full time
Description: Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for somewhere that values your contribution and appreciates your hard work? Are you looking for a fresh start at a technology-forward law firm that puts life-work balance at the forefront of their thinking? Then we want to talk to you! If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous to ensure we hire high caliber attorneys who positively contribute to our firm culture. We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms. We believe in empowering our Attorneys to go above and beyond to serve clients exceptional value and quality representation. Our Attorneys receive support from our amazing team comprised of Office Assistants and Paralegals who are meticulously selected and trained to be a part of our world-class team. We have cultivated a remarkable team that embraces the belief that visiting an attorney's office should be a positive experience, and not an uncomfortable one. Please note, applicants who do not follow instructions when applying will not be considered for the position. Responsibilities Conduct initial consultation with clients Identify the appropriate strategy to meet the client's expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the client's objectives Draft estate planning documents, including wills, distinct types of trusts, ancillary documents Ability to explain complex legal concepts and explain all provisions of the estate plan to the client Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, work well with change in a fast-paced environment Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward Cultivate relationships with the firm's existing and future clients by maintaining consistent and timely communication Report on caseload at a weekly case review meeting Develop a client following to increase the firm's revenues Benefits include: Paid holidays Personal time off Health, dental, vision, and life insurance 401K matching contributions Job type: Full-time On-site Requirements: J.D. from an accredited law school and licensed with the California State Bar 3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the client's objectives Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client Working knowledge of finance, investments, and taxes Great ability to focus under pressure and the willingness to do what needs to be done Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software Experience with Wealth Counsel drafting is desired Compensation details: 00 Yearly Salary PIc48bcbf5f78b-6530
Shoup Legal. A Professional Law Co
Corona, California
Description: Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for somewhere that values your contribution and appreciates your hard work? Are you looking for a fresh start at a technology-forward law firm that puts life-work balance at the forefront of their thinking? Then we want to talk to you! If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous to ensure we hire high caliber attorneys who positively contribute to our firm culture. We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms. We believe in empowering our Attorneys to go above and beyond to serve clients exceptional value and quality representation. Our Attorneys receive support from our amazing team comprised of Office Assistants and Paralegals who are meticulously selected and trained to be a part of our world-class team. We have cultivated a remarkable team that embraces the belief that visiting an attorney's office should be a positive experience, and not an uncomfortable one. Please note, applicants who do not follow instructions when applying will not be considered for the position. Responsibilities Conduct initial consultation with clients Identify the appropriate strategy to meet the client's expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the client's objectives Draft estate planning documents, including wills, distinct types of trusts, ancillary documents Ability to explain complex legal concepts and explain all provisions of the estate plan to the client Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, work well with change in a fast-paced environment Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward Cultivate relationships with the firm's existing and future clients by maintaining consistent and timely communication Report on caseload at a weekly case review meeting Develop a client following to increase the firm's revenues Benefits include: Paid holidays Personal time off Health, dental, vision, and life insurance 401K matching contributions Job type: Full-time On-site Requirements: J.D. from an accredited law school and licensed with the California State Bar 3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the client's objectives Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client Working knowledge of finance, investments, and taxes Great ability to focus under pressure and the willingness to do what needs to be done Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software Experience with Wealth Counsel drafting is desired Compensation details: 00 Yearly Salary PIddff7c8df9ac-8181
12/04/2025
Full time
Description: Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for somewhere that values your contribution and appreciates your hard work? Are you looking for a fresh start at a technology-forward law firm that puts life-work balance at the forefront of their thinking? Then we want to talk to you! If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous to ensure we hire high caliber attorneys who positively contribute to our firm culture. We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms. We believe in empowering our Attorneys to go above and beyond to serve clients exceptional value and quality representation. Our Attorneys receive support from our amazing team comprised of Office Assistants and Paralegals who are meticulously selected and trained to be a part of our world-class team. We have cultivated a remarkable team that embraces the belief that visiting an attorney's office should be a positive experience, and not an uncomfortable one. Please note, applicants who do not follow instructions when applying will not be considered for the position. Responsibilities Conduct initial consultation with clients Identify the appropriate strategy to meet the client's expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the client's objectives Draft estate planning documents, including wills, distinct types of trusts, ancillary documents Ability to explain complex legal concepts and explain all provisions of the estate plan to the client Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, work well with change in a fast-paced environment Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward Cultivate relationships with the firm's existing and future clients by maintaining consistent and timely communication Report on caseload at a weekly case review meeting Develop a client following to increase the firm's revenues Benefits include: Paid holidays Personal time off Health, dental, vision, and life insurance 401K matching contributions Job type: Full-time On-site Requirements: J.D. from an accredited law school and licensed with the California State Bar 3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the client's objectives Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client Working knowledge of finance, investments, and taxes Great ability to focus under pressure and the willingness to do what needs to be done Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software Experience with Wealth Counsel drafting is desired Compensation details: 00 Yearly Salary PIddff7c8df9ac-8181
Description Summary: The Accountant Senior is responsible for preparing general ledger month-end journal entries relevant to their assigned functional accounting team in accordance with Generally Accepted Accounting Principles. Functional Accounting Teams are as follows: Cash Accounting Fixed Assets Accounting Corporate Accounting Payroll Accounting Investments and Foundation Accounting Prepaid Asset, Deferred Revenue, and Notes Payable Accounting Inventory and Supplies Accounting Physician Guarantees and Physician Fees Accounting Purchased Services and Non-Patient Accounts Receivable Accounting Contract Labor and Utilities Accounting Joint Venture Accounting Intercompany Accounting, Allocations, and Eliminations Lease Accounting Technical Accounting Health Plan Accounting Physician Group Accounting Grant Accounting This job requires a strong understanding of United States Generally Accepted Accounting Principles (US GAAP). The Senior accountant should be able to demonstrate an understanding of the purpose of the journal entries they are recording to the general ledger, evaluate the appropriateness of the entry (including the GL accounts used and the financial statement line item classification), and explain the impact to the financial statements. They are responsible for ensuring appropriate and relevant supporting documentation is attached to the journal entry. The Senior Accountant is responsible for evaluating the source of the information for their journal entries and asking appropriate follow-up questions to ensure documentation is appropriate. In some cases, appropriate support will include developing estimates of the current month activity based on financial analysis of historical data. The Senior Accountant is expected to develop an understanding of healthcare specific accounting issues relevant to the assigned functional accounting area. Previous healthcare experience is preferred but not required. The Senior Accountant is responsible for analyzing and providing variance explanations (from budget and trend) related to assigned areas to the accounting leads and managers for month-end review. The Senior Accountant is responsible for completion of monthly balance sheet account reconciliations related to the assigned functional accounting area. The Senior Accountant is responsible for assisting other teams across the System (both at the corporate office and at our facilities) with information requests related to the assigned functional area, as needed. The Senior Accountant is expected to work closely with other teams to resolve issues timely and to the satisfaction of all parties. The Senior Accountant is responsible for other projects, as assigned, which may include but are not limited to: research of GL transactions to understand the impact to the GL, process improvement projects, and assistance for the year-end external audit. The job requires excellent written and verbal communication skills. Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. Prepare month-end journal entries in accordance with US GAAP, with complete and accurate supporting documentation. Perform variance analysis on assigned accounts to both budget and trend and provide explanations to their Lead and Manager for month-end review of financial statements. Prepare month-end balance sheet reconciliations. Assist other teams with information requests as needed. Job Requirements: Education/Skills Bachelor's Degree in Accounting or equivalent required. Experience 5 years of experience required. Healthcare accounting experience preferred. Licenses, Registrations, or Certifications Candidates seeking CPA license preferred; some assistance available for those seeking licensing. Work Schedule: 5 Days - 8 Hours Work Type: Full Time
12/03/2025
Full time
Description Summary: The Accountant Senior is responsible for preparing general ledger month-end journal entries relevant to their assigned functional accounting team in accordance with Generally Accepted Accounting Principles. Functional Accounting Teams are as follows: Cash Accounting Fixed Assets Accounting Corporate Accounting Payroll Accounting Investments and Foundation Accounting Prepaid Asset, Deferred Revenue, and Notes Payable Accounting Inventory and Supplies Accounting Physician Guarantees and Physician Fees Accounting Purchased Services and Non-Patient Accounts Receivable Accounting Contract Labor and Utilities Accounting Joint Venture Accounting Intercompany Accounting, Allocations, and Eliminations Lease Accounting Technical Accounting Health Plan Accounting Physician Group Accounting Grant Accounting This job requires a strong understanding of United States Generally Accepted Accounting Principles (US GAAP). The Senior accountant should be able to demonstrate an understanding of the purpose of the journal entries they are recording to the general ledger, evaluate the appropriateness of the entry (including the GL accounts used and the financial statement line item classification), and explain the impact to the financial statements. They are responsible for ensuring appropriate and relevant supporting documentation is attached to the journal entry. The Senior Accountant is responsible for evaluating the source of the information for their journal entries and asking appropriate follow-up questions to ensure documentation is appropriate. In some cases, appropriate support will include developing estimates of the current month activity based on financial analysis of historical data. The Senior Accountant is expected to develop an understanding of healthcare specific accounting issues relevant to the assigned functional accounting area. Previous healthcare experience is preferred but not required. The Senior Accountant is responsible for analyzing and providing variance explanations (from budget and trend) related to assigned areas to the accounting leads and managers for month-end review. The Senior Accountant is responsible for completion of monthly balance sheet account reconciliations related to the assigned functional accounting area. The Senior Accountant is responsible for assisting other teams across the System (both at the corporate office and at our facilities) with information requests related to the assigned functional area, as needed. The Senior Accountant is expected to work closely with other teams to resolve issues timely and to the satisfaction of all parties. The Senior Accountant is responsible for other projects, as assigned, which may include but are not limited to: research of GL transactions to understand the impact to the GL, process improvement projects, and assistance for the year-end external audit. The job requires excellent written and verbal communication skills. Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. Prepare month-end journal entries in accordance with US GAAP, with complete and accurate supporting documentation. Perform variance analysis on assigned accounts to both budget and trend and provide explanations to their Lead and Manager for month-end review of financial statements. Prepare month-end balance sheet reconciliations. Assist other teams with information requests as needed. Job Requirements: Education/Skills Bachelor's Degree in Accounting or equivalent required. Experience 5 years of experience required. Healthcare accounting experience preferred. Licenses, Registrations, or Certifications Candidates seeking CPA license preferred; some assistance available for those seeking licensing. Work Schedule: 5 Days - 8 Hours Work Type: Full Time
JARS Cannabis / Corporate, Michigan Ready to elevate your career path to a new all-time high? JARS Cannabis is more than just your average cannabis brand and retailer. We are a culturally inspired organization on a mission to rewrite the existing narratives that surround cannabis, one community at a time. We seek to empower the future leaders of our industry while creating an inclusive workplace environment that is fueled by celebrating the intersection of cannabis with creativity, community, and collaboration. Implementing a progressive approach, we aim to provide only the highest quality of product and service to our customers and the communities that we are fortunate to inhabit. Striving to set a new standard of professional excellence in cannabis retail, our highly motivated team is comprised of knowledgeable experts who are committed to making the integration of cannabis into any lifestyle both easy and accessible. Does this spark your interest? If so, we'd love to hear from you! What we are looking for: JARS Cannabis is seeking an experienced and highly accountable Director of Accounting to lead our finance and accounting operations across a multi-state, vertically integrated cannabis business. This executive-level role is responsible for building and enforcing a high performing finance function, ensuring accurate financial reporting, and creating structure around 280E tax treatment, distributions, intercompany activity, and balance sheet integrity. We need a leader who not only understands GAAP and cannabis-specific complexities, but also knows how to build accountability, improve team output, and drive a culture of ownership, accuracy, and timely execution. Qualities Outgoing and approachable. Takes initiative; the go-to person for problem solving and follow-through. Strong communicator / high-level communicator who can read between the lines. High accountability and ownership of responsibilities and deadlines. Strong judgment and decision-making abilities. Highly organized with excellent prioritization and follow-through. Emotionally intelligent; able to support, coach, and lead team members at all levels. Strategic thinker who can operate both at the detail level and the executive level. Confidential, professional, and trusted by leadership and staff. Core Responsibilities Financial Leadership - Lead all financial operations, including accounting, FP&A, tax, treasury, and compliance. - Ensure the monthly financial close is completed accurately and on time, with balance sheet and P&L integrity across all entities. - Oversee intercompany reconciliations, 280E tax booking, distributions, and retained earnings tie-outs. - Develop and enforce internal controls, approval processes, and standard operating procedures for all financial activities. Team Management - Directly oversee accounting and finance team members (controllers, senior/staff accountants, FP&A analysts). - Provide FP&A oversight. - Establish clear KPIs, performance standards, and review cadences for all team members. - Conduct regular 1-on-1s, team performance reviews, and individual coaching. - Identify skill gaps or workload issues and implement solutions (training, hiring, restructuring). - Optimize current processes to increase efficiency, accuracy, and scalability. Strategic Finance - Partner with executive leadership to drive financial strategy, full-company budgeting, cash flow forecasting, and scenario planning. - Lead financial modeling, delivery analysis, cost/facilities evaluations, and support growth initiatives including M&A and capital investments. - Oversee corporate financial management including backend corporate oversight, optimizing/managing corporate spend, debt tracking per location, company-wide net liabilities and cash, and loan covenant compliance. - Oversee treasury management, liquidity planning, and cash movement across the organization. - Lead the preparation of board and investor materials, including presenting financial performance, risks, and opportunities. System & Process Optimization - Oversee financial systems including Sage Intacct, FloQast, Power BI, and integrations with POS/inventory. - Ensure reporting systems are accurate, automated where possible, and maintained with clean, reconciled data. - Champion improvements to close timelines, reporting processes, and audit readiness. - Oversee audit readiness and external reporting packages (audit schedules, 280E tax support, consolidated statements). Qualifications 10+ years in progressively senior finance and accounting roles; multi-entity and cannabis industry experience strongly preferred. Deep understanding of GAAP, 280E, and tax/equity/distribution accounting. Proven success leading high-performing finance teams-clear record of setting expectations and managing team output. Strong technical knowledge of ERP and reporting systems (Sage Intacct, FloQast, Power BI). Excellent communicator with ability to explain financials to both technical and non-technical stakeholders. Highly organized, detail-oriented, and a problem-solver by nature. CPA or MBA preferred but not required. What Success Looks Like Monthly closes are on-time, clean, and accurate-with zero unexplained variances. - 280E and distributions are fully reconciled and GAAP-compliant. - Financial team meets or exceeds KPIs, and you've built a culture of accountability and performance. - Leadership has real-time confidence in the numbers and can make decisions faster. - Completing Ad Hoc tasks within expected timeframe and within deadlines. - Fostering an environment of high team morale. Employee Benefits Free Employee Assistance Program Health, Dental & Vision Insurance (full-time employees only) Voluntary Life Insurance Flexible Spending (FSA) Program Work-From-Home Fridays Paid Holidays 401(k) Plan Paid Time Off Employee Discount Internal Growth Opportunities JARS Cannabis is proud to be an Equal Opportunity Employer. JARS does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business. For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.
12/03/2025
Full time
JARS Cannabis / Corporate, Michigan Ready to elevate your career path to a new all-time high? JARS Cannabis is more than just your average cannabis brand and retailer. We are a culturally inspired organization on a mission to rewrite the existing narratives that surround cannabis, one community at a time. We seek to empower the future leaders of our industry while creating an inclusive workplace environment that is fueled by celebrating the intersection of cannabis with creativity, community, and collaboration. Implementing a progressive approach, we aim to provide only the highest quality of product and service to our customers and the communities that we are fortunate to inhabit. Striving to set a new standard of professional excellence in cannabis retail, our highly motivated team is comprised of knowledgeable experts who are committed to making the integration of cannabis into any lifestyle both easy and accessible. Does this spark your interest? If so, we'd love to hear from you! What we are looking for: JARS Cannabis is seeking an experienced and highly accountable Director of Accounting to lead our finance and accounting operations across a multi-state, vertically integrated cannabis business. This executive-level role is responsible for building and enforcing a high performing finance function, ensuring accurate financial reporting, and creating structure around 280E tax treatment, distributions, intercompany activity, and balance sheet integrity. We need a leader who not only understands GAAP and cannabis-specific complexities, but also knows how to build accountability, improve team output, and drive a culture of ownership, accuracy, and timely execution. Qualities Outgoing and approachable. Takes initiative; the go-to person for problem solving and follow-through. Strong communicator / high-level communicator who can read between the lines. High accountability and ownership of responsibilities and deadlines. Strong judgment and decision-making abilities. Highly organized with excellent prioritization and follow-through. Emotionally intelligent; able to support, coach, and lead team members at all levels. Strategic thinker who can operate both at the detail level and the executive level. Confidential, professional, and trusted by leadership and staff. Core Responsibilities Financial Leadership - Lead all financial operations, including accounting, FP&A, tax, treasury, and compliance. - Ensure the monthly financial close is completed accurately and on time, with balance sheet and P&L integrity across all entities. - Oversee intercompany reconciliations, 280E tax booking, distributions, and retained earnings tie-outs. - Develop and enforce internal controls, approval processes, and standard operating procedures for all financial activities. Team Management - Directly oversee accounting and finance team members (controllers, senior/staff accountants, FP&A analysts). - Provide FP&A oversight. - Establish clear KPIs, performance standards, and review cadences for all team members. - Conduct regular 1-on-1s, team performance reviews, and individual coaching. - Identify skill gaps or workload issues and implement solutions (training, hiring, restructuring). - Optimize current processes to increase efficiency, accuracy, and scalability. Strategic Finance - Partner with executive leadership to drive financial strategy, full-company budgeting, cash flow forecasting, and scenario planning. - Lead financial modeling, delivery analysis, cost/facilities evaluations, and support growth initiatives including M&A and capital investments. - Oversee corporate financial management including backend corporate oversight, optimizing/managing corporate spend, debt tracking per location, company-wide net liabilities and cash, and loan covenant compliance. - Oversee treasury management, liquidity planning, and cash movement across the organization. - Lead the preparation of board and investor materials, including presenting financial performance, risks, and opportunities. System & Process Optimization - Oversee financial systems including Sage Intacct, FloQast, Power BI, and integrations with POS/inventory. - Ensure reporting systems are accurate, automated where possible, and maintained with clean, reconciled data. - Champion improvements to close timelines, reporting processes, and audit readiness. - Oversee audit readiness and external reporting packages (audit schedules, 280E tax support, consolidated statements). Qualifications 10+ years in progressively senior finance and accounting roles; multi-entity and cannabis industry experience strongly preferred. Deep understanding of GAAP, 280E, and tax/equity/distribution accounting. Proven success leading high-performing finance teams-clear record of setting expectations and managing team output. Strong technical knowledge of ERP and reporting systems (Sage Intacct, FloQast, Power BI). Excellent communicator with ability to explain financials to both technical and non-technical stakeholders. Highly organized, detail-oriented, and a problem-solver by nature. CPA or MBA preferred but not required. What Success Looks Like Monthly closes are on-time, clean, and accurate-with zero unexplained variances. - 280E and distributions are fully reconciled and GAAP-compliant. - Financial team meets or exceeds KPIs, and you've built a culture of accountability and performance. - Leadership has real-time confidence in the numbers and can make decisions faster. - Completing Ad Hoc tasks within expected timeframe and within deadlines. - Fostering an environment of high team morale. Employee Benefits Free Employee Assistance Program Health, Dental & Vision Insurance (full-time employees only) Voluntary Life Insurance Flexible Spending (FSA) Program Work-From-Home Fridays Paid Holidays 401(k) Plan Paid Time Off Employee Discount Internal Growth Opportunities JARS Cannabis is proud to be an Equal Opportunity Employer. JARS does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business. For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.
Do you love digging into data, organizing, and problem-solving? We want to hear from you! We're looking for a motivated, detail-oriented accountant to help keep our financial information in order and up to date. You'll be in charge of property accounting, producing monthly financial reports, and recording accurate information in our accounting software. If this sounds like you, we highly encourage you to apply. Compensation: $45,000 - $60,000 yearly Responsibilities: Manage and maintain accurate financial records for all properties under management. Prepare and deliver monthly financial reports, ensuring clarity and precision. Cash management consisting of selecting payables and requesting additional funding. Reconcile bank statements and resolve any discrepancies promptly. Collaborate with property managers to ensure timely and accurate rent collection. Assist in the preparation of annual budgets and forecasts to support strategic planning. Ensure compliance with all financial regulations and company policies. Assist with the year-end tax and audit process with the external CPA firm. Assist with in-house payroll processing as needed. Assist with administrative functions for properties as assigned. Perform other tasks and projects as assigned. Qualifications: Bachelor's degree in accounting or related field required Strong understanding of generally accepted accounting principles (GAAP) Must possess exceptional communication, problem-solving, and time management skills Experience with Excel, QuickBooks, and basic accounting systems Two years or more of accounting experience preferred (a plus if you have experience in the real estate industry). Ability to prepare and deliver clear, precise monthly financial reports. Ability to assist in preparing annual budgets and forecasts to support strategic planning. Accounting software knowledge required. RealPage, Yardi, or similar software experience preferred. About Company Our company, founded in 1977, is a dynamic, fast-growing property management and real estate investment company located in Hermitage, PA. The Hudson Companies is a family-owned and led company and is a 5-time recipient of the Best Places to Work in Pennsylvania Award. You will join a team of dedicated professionals who support our growing organization. Compensation details: 0 Yearly Salary PId610e07d039d-9640
12/02/2025
Full time
Do you love digging into data, organizing, and problem-solving? We want to hear from you! We're looking for a motivated, detail-oriented accountant to help keep our financial information in order and up to date. You'll be in charge of property accounting, producing monthly financial reports, and recording accurate information in our accounting software. If this sounds like you, we highly encourage you to apply. Compensation: $45,000 - $60,000 yearly Responsibilities: Manage and maintain accurate financial records for all properties under management. Prepare and deliver monthly financial reports, ensuring clarity and precision. Cash management consisting of selecting payables and requesting additional funding. Reconcile bank statements and resolve any discrepancies promptly. Collaborate with property managers to ensure timely and accurate rent collection. Assist in the preparation of annual budgets and forecasts to support strategic planning. Ensure compliance with all financial regulations and company policies. Assist with the year-end tax and audit process with the external CPA firm. Assist with in-house payroll processing as needed. Assist with administrative functions for properties as assigned. Perform other tasks and projects as assigned. Qualifications: Bachelor's degree in accounting or related field required Strong understanding of generally accepted accounting principles (GAAP) Must possess exceptional communication, problem-solving, and time management skills Experience with Excel, QuickBooks, and basic accounting systems Two years or more of accounting experience preferred (a plus if you have experience in the real estate industry). Ability to prepare and deliver clear, precise monthly financial reports. Ability to assist in preparing annual budgets and forecasts to support strategic planning. Accounting software knowledge required. RealPage, Yardi, or similar software experience preferred. About Company Our company, founded in 1977, is a dynamic, fast-growing property management and real estate investment company located in Hermitage, PA. The Hudson Companies is a family-owned and led company and is a 5-time recipient of the Best Places to Work in Pennsylvania Award. You will join a team of dedicated professionals who support our growing organization. Compensation details: 0 Yearly Salary PId610e07d039d-9640
Civista Bank Description: Position Purpose: Responsible for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent clientele using high touch banking, financial planning, credit and other financial solutions. Key Accountabilities, Responsibilities and Expectations: Understand the needs of wealthy clients and cater to those requirements. Depending on the market place - Dedicate a percentage of time to existing clients, providing a superior client service experience and specifically addressing the comprehensive holistic needs of each individual client with banking options, wealth strategies, and lending solutions. Open, close and service client deposit accounts; Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit drawdowns/pay downs, credit card requests, etc.), take consumer loan applications and process loan documents; sell investment products and provide financial advice (Series 7 and Series 63 licenses preferred), or refer client to appropriate department. Confidentially manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm business policies and procedures, as well as applicable FINRA and other federal regulations. Provide high quality, high touch service to Private Banking clients. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products. Acts as a trusted advisor, provide solid solutions and simplifies the client's life to achieve financial goals. Use deep knowledge of the relationship and available sales tools / reports to independently identify and execute cross-sell and up-sell opportunities. Resolve client problems as needed/warranted and other duties as needed Monitor and manage existing credit relationships. Build and manage lifelong client relationships with a certain number of high net-worth individuals (generally 75 - 125 account relationships). Depending on the market place - Dedicate a percentage of time to prospecting and new client acquisition. Develop internal and external referral sources to cultivate prospect opportunities. Depending on the market place - Dedicate a percentage of time to developing relationship with internal clients including mortgage/consumer/commercial lenders, business bankers, branch leaders and wealth managers. Attend all sales team meeting. Refer clients to trust and investment management department; commercial/consumer loan department and wealth management as the need presents itself Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner. Work within a team environment with trust and investment personnel, commercial/consumer lending personnel, and retail staff in order to provide optimal client service. Depending on the market place - Dedicate a percentage of time to developing relationship with external COIs including attorneys, CPAs, Physician Recruiters, Medical Professionals, Real Estate agents, etc. Meet one-on-one, host seminars/mixers, plan collaborative events, etc. with the goal of deepen relationships and encouraging the sharing of prospect referrals. Represent the Bank at community civic club and service club events Develop a Business Plan which details yearly & quarterly new client, lending & wealth goals with action plan for achievement of these goals. Take pride in exceeding goals as assigned by management and maintain accountability for client acquisition, growth and retention. Track all Client, Prospect, Internal Customer & Internal Customer interaction and pertinent information in Salesforce. Maintain up-to-date calendar & pipeline reports including monthly mortgage report. Depending on the market place - Dedicate a percentage of time on the road traveling to meet with internal and external customers; stay in contact with office and other clients via laptop computer, i-pad and cellular phone. May have to call on clients at home during evenings and weekends, as needed/required to meet their service requests. Requirements: Qualifications, Knowledge and Skills: Five years of retail banking experience preferred. Additional experience in sales or marketing, trust department products and consumer lending products preferred. Previous Private Banking Experience preferred. Bachelor's Degree in Business Administration, Finance, Banking or equivalent work experience; additional training provided by financial institution. Series 7 registered representative and Series 63 brokerage licenses preferred. Excellent relationship management, client service and communication skills are a prerequisite as well as an entrepreneurial orientation. Strong ethics and integrity is crucial as work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. A significant level of trust and diplomacy is required, in addition to being courteous and having tact. Work may involve motivating or influencing others. Outside contacts are important and ability to foster sound relationships with other entities (lawyers, accountants, etc.) is necessary. Strong sales experience; experience dealing with public accounting and law firms helpful. Good knowledge of consumer banking, credit and business banking services; basic experience handling trusts, investments, tax insurance, real estate management, estate planning and financial planning, credit training preferred. Solid Computer literacy (Word, Excel, PowerPoint and CRM) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and organizational skills required. Ability to be a self-starter and work without direct supervision. Detail oriented with strong analytical skills. High level of confidentiality required. Excellent oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI7f7eb89d5-
12/01/2025
Full time
Civista Bank Description: Position Purpose: Responsible for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent clientele using high touch banking, financial planning, credit and other financial solutions. Key Accountabilities, Responsibilities and Expectations: Understand the needs of wealthy clients and cater to those requirements. Depending on the market place - Dedicate a percentage of time to existing clients, providing a superior client service experience and specifically addressing the comprehensive holistic needs of each individual client with banking options, wealth strategies, and lending solutions. Open, close and service client deposit accounts; Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit drawdowns/pay downs, credit card requests, etc.), take consumer loan applications and process loan documents; sell investment products and provide financial advice (Series 7 and Series 63 licenses preferred), or refer client to appropriate department. Confidentially manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm business policies and procedures, as well as applicable FINRA and other federal regulations. Provide high quality, high touch service to Private Banking clients. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products. Acts as a trusted advisor, provide solid solutions and simplifies the client's life to achieve financial goals. Use deep knowledge of the relationship and available sales tools / reports to independently identify and execute cross-sell and up-sell opportunities. Resolve client problems as needed/warranted and other duties as needed Monitor and manage existing credit relationships. Build and manage lifelong client relationships with a certain number of high net-worth individuals (generally 75 - 125 account relationships). Depending on the market place - Dedicate a percentage of time to prospecting and new client acquisition. Develop internal and external referral sources to cultivate prospect opportunities. Depending on the market place - Dedicate a percentage of time to developing relationship with internal clients including mortgage/consumer/commercial lenders, business bankers, branch leaders and wealth managers. Attend all sales team meeting. Refer clients to trust and investment management department; commercial/consumer loan department and wealth management as the need presents itself Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner. Work within a team environment with trust and investment personnel, commercial/consumer lending personnel, and retail staff in order to provide optimal client service. Depending on the market place - Dedicate a percentage of time to developing relationship with external COIs including attorneys, CPAs, Physician Recruiters, Medical Professionals, Real Estate agents, etc. Meet one-on-one, host seminars/mixers, plan collaborative events, etc. with the goal of deepen relationships and encouraging the sharing of prospect referrals. Represent the Bank at community civic club and service club events Develop a Business Plan which details yearly & quarterly new client, lending & wealth goals with action plan for achievement of these goals. Take pride in exceeding goals as assigned by management and maintain accountability for client acquisition, growth and retention. Track all Client, Prospect, Internal Customer & Internal Customer interaction and pertinent information in Salesforce. Maintain up-to-date calendar & pipeline reports including monthly mortgage report. Depending on the market place - Dedicate a percentage of time on the road traveling to meet with internal and external customers; stay in contact with office and other clients via laptop computer, i-pad and cellular phone. May have to call on clients at home during evenings and weekends, as needed/required to meet their service requests. Requirements: Qualifications, Knowledge and Skills: Five years of retail banking experience preferred. Additional experience in sales or marketing, trust department products and consumer lending products preferred. Previous Private Banking Experience preferred. Bachelor's Degree in Business Administration, Finance, Banking or equivalent work experience; additional training provided by financial institution. Series 7 registered representative and Series 63 brokerage licenses preferred. Excellent relationship management, client service and communication skills are a prerequisite as well as an entrepreneurial orientation. Strong ethics and integrity is crucial as work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. A significant level of trust and diplomacy is required, in addition to being courteous and having tact. Work may involve motivating or influencing others. Outside contacts are important and ability to foster sound relationships with other entities (lawyers, accountants, etc.) is necessary. Strong sales experience; experience dealing with public accounting and law firms helpful. Good knowledge of consumer banking, credit and business banking services; basic experience handling trusts, investments, tax insurance, real estate management, estate planning and financial planning, credit training preferred. Solid Computer literacy (Word, Excel, PowerPoint and CRM) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and organizational skills required. Ability to be a self-starter and work without direct supervision. Detail oriented with strong analytical skills. High level of confidentiality required. Excellent oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI7f7eb89d5-
SR. AUDIT MANAGER- TREASURY/FINANCE WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do Assists with the development of audit budget estimates for respective area of focus. Assists with the development of the annual risk assessment and audit plan Leads and performs continuous monitoring activities periodically for the area assigned Maintains ongoing relationships with management of auditable units Tracks and manages audit resources to meet the audit budget and audit plan mandates. Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Completes all required training. Acts as a role model/mentor to lower level Auditors Enhances and maintains morale of the audit staff Performs on-the-job training of lower level auditors Evaluates and provides performance feedback to lower level auditors Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance Participates in interviews and evaluations of new applicants. Keeps informed of new services, products and events that have a significant business and technology affect. Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. Must-Have Bachelor's Degree or equivalent Minimum of 7 years of audit experience CPA - Certified Public Accountant CPA, CIA, CISA, or CFA Skills and Knowledge Must possess strong managerial, organizational, and verbal and written communication skills. 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations Experienced in managing and mentoring staff Excellent writing and communication skills Strong project management skills Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks. ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
12/01/2025
Full time
SR. AUDIT MANAGER- TREASURY/FINANCE WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do Assists with the development of audit budget estimates for respective area of focus. Assists with the development of the annual risk assessment and audit plan Leads and performs continuous monitoring activities periodically for the area assigned Maintains ongoing relationships with management of auditable units Tracks and manages audit resources to meet the audit budget and audit plan mandates. Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Completes all required training. Acts as a role model/mentor to lower level Auditors Enhances and maintains morale of the audit staff Performs on-the-job training of lower level auditors Evaluates and provides performance feedback to lower level auditors Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance Participates in interviews and evaluations of new applicants. Keeps informed of new services, products and events that have a significant business and technology affect. Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. Must-Have Bachelor's Degree or equivalent Minimum of 7 years of audit experience CPA - Certified Public Accountant CPA, CIA, CISA, or CFA Skills and Knowledge Must possess strong managerial, organizational, and verbal and written communication skills. 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations Experienced in managing and mentoring staff Excellent writing and communication skills Strong project management skills Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks. ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Bring your agricultural knowledge and financial expertise to a thriving row crop operation in the beautiful coastal community of Santa Maria, CA. Our client is seeking a professional with a background in agriculture and skills in financial planning and analysis to help drive smart decisions and long-term growth in a region known for its rich farming heritage and coastal lifestyle. Description -Lead the creation and management of budgets, forecasts, and long-term financial plans to guide business decisions. -Prepare regular financial reports with variance analysis and recommend adjustments to improve results. -Build and maintain financial models that support planning, investment decisions, and "what-if" scenarios. -Work closely with operations, sales, and other teams to align financial plans with company goals. -Analyze profitability, costs, and ROI to identify risks, trends, and new opportunities for growth. Requirements -Bachelor's degree in finance, Accounting, Economics, or a related field required, MBA or advance degree preferred. -5+ years of progressive experience in financial planning and analysis, with at least 2 years in a leadership role. -Strong understanding of accounting principles and management reporting. -Expert financial modeling and advanced Excel skills; proficiency in ERP and financial planning systems. - Ability to synthesize complex data into clear, actionable recommendations. -Experience in agriculture, produce, or food manufacturing industry preferred. - Strong business judgment and results-driven mindset -Bilingual in English and Spanish preferred. To Apply Send your resume in MS Word format to Sheri Wright, or call 222.5284 if you have any questions. Please refer to the job order number in your response. Compensation commensurate with qualifications. Visit to see other job listings. All inquiries will be held in the strictest confidence.
12/01/2025
Full time
Bring your agricultural knowledge and financial expertise to a thriving row crop operation in the beautiful coastal community of Santa Maria, CA. Our client is seeking a professional with a background in agriculture and skills in financial planning and analysis to help drive smart decisions and long-term growth in a region known for its rich farming heritage and coastal lifestyle. Description -Lead the creation and management of budgets, forecasts, and long-term financial plans to guide business decisions. -Prepare regular financial reports with variance analysis and recommend adjustments to improve results. -Build and maintain financial models that support planning, investment decisions, and "what-if" scenarios. -Work closely with operations, sales, and other teams to align financial plans with company goals. -Analyze profitability, costs, and ROI to identify risks, trends, and new opportunities for growth. Requirements -Bachelor's degree in finance, Accounting, Economics, or a related field required, MBA or advance degree preferred. -5+ years of progressive experience in financial planning and analysis, with at least 2 years in a leadership role. -Strong understanding of accounting principles and management reporting. -Expert financial modeling and advanced Excel skills; proficiency in ERP and financial planning systems. - Ability to synthesize complex data into clear, actionable recommendations. -Experience in agriculture, produce, or food manufacturing industry preferred. - Strong business judgment and results-driven mindset -Bilingual in English and Spanish preferred. To Apply Send your resume in MS Word format to Sheri Wright, or call 222.5284 if you have any questions. Please refer to the job order number in your response. Compensation commensurate with qualifications. Visit to see other job listings. All inquiries will be held in the strictest confidence.
