Description: Who We are John Paul Mitchell Systems ("JPMS") is recognized worldwide for developing and marketing innovative hair and skin care products since 1980. We've been serving the professional beauty industry with salon-quality hair care products, styling tools and professional hair color through our family of brands including Paul Mitchell, MITCH, Awapuhi Wild Ginger, Tea Tree, Paul Mitchell Tools, Neuro, The Demi, Paul Mitchell the color, Blonde, and Color XG. We were the first professional hair care company to take a stand against animal testing and continue our strong commitment to giving back, supporting a wide range of philanthropic causes both domestically and internationally. Sustainability has always been a priority, and we are committed to making our company operations climate neutral to preserve the beauty of the world around us. About the Role The Vice President, Corporate Controller is responsible for overseeing the financial operations of the company, ensuring timely and accurate financial reporting, cost control, and compliance with regulations. This role plays a critical part in managing cost accounting, inventory valuation, budgeting and financial planning, and insights to drive operational efficiency and profitability. Additionally, the incumbent will assist executive leadership and other users in making educated economic decisions. The ideal candidate lives in a commutable distance to our Santa Clarita, CA office and to occasionally go to our Santa Monica Office. What You will Do : Team Leadership & Collaboration Manage and mentor accounting staff to support professional growth and departmental efficiency Collaborate with all other departments across the company to provide financial insights to optimize efficiencies, create operating processes and support strategic decision making Accounting & Payroll Oversight Lead and manage the Accounting Department, including General Ledger, Accounts Receivable, Accounts Payable, Payroll, Employee Expense Reporting, and month-end and year-end close Ensure compliance with Generally Accepted Accounting Principles ("GAAP") and regulatory requirements Support ERP system improvements and financial system enhancements Prepare and oversee timely, accurate financial statements, including, but not limited to, income statements, balance sheets, and cash flow reports Ensure payroll manager is able to process semi-monthly payroll by collaborating with department heads to ensure compliance with JPMS policies and procedures Lead annual budgeting process, and support forecasting, and long-term financial planning efforts Analyze variances and provide recommendations for corrective actions Implement and maintain strong internal controls and accounting policies to safeguard company assets Work with external auditors, tax professionals, bankers and regulatory agencies Support ACH and other ad-hoc payroll support needs for payments Requirements: Who You Are: Have a strong work ethic and can-do attitude, leaving a positive impression on everyone you interact with Collaborate seamlessly with cross-functional stakeholders, fostering a cohesive team environment Strong time management skills and able to act with a sense of urgency Highly organized, detail oriented and efficient multitasker Self-starter and thrives in a fast-paced environment with minimal guidance Comfortable wearing many hats and moving fluidly between tasks Utilize relevant industry jargon and terminology consistently in both verbal and written communications Act and propose new ideas and solutions before asked You are positive, upbeat, and friendly-with a can-do attitude and a knack for solving problems Self-described beauty enthusiast, passionate about hair care What You'll Need: High level of integrity and professionalism Strong understanding of GAAP, including cost accounting and inventory management Strong leadership skills with the ability to develop and manage a team of direct reports Hands-on experience with ERP systems serving as subject matter expert in system maintenance and enhancements (Microsoft D365 F&O preferred) Proven ability to analyze cost structures, evaluate variances, and translate data into meaningful business recommendations Proficiency with Microsoft Office Suite (Outlook, Word, PowerPoint) Proficiency with Microsoft Power BI Advanced Microsoft Excel skills (VLOOKUP, Pivot tables, etc.) Working knowledge of AI technologies (Co-Pilot, ChatGPT, etc.) and e-commerce platform reporting (Shopify) Advanced knowledge of payroll processing Advanced knowledge of travel and expense reporting and sales tax programs Excellent analytical and problem-solving abilities Excellent communication skills Strong attention to detail and organizational skills Ability to collaborate with cross-functional teams, drive financial discipline and demonstrate an ability to pivot in a dynamic environment Education: Bachelor's degree in Accounting, Business Administration, or related field required Certified Public Accountant or Certified Management Accountant required Experience: 15+ years in progressive accounting roles, with: o 3+ years in public accounting required o 5+ years in a manufacturing or distribution environment required, preferably in consumer-packaged goods industry 7+ years in a leadership role managing and developing people Competitive Compensation: The expected base salary range for this position is $190,000 to $210,000. The exact base salary is determined by various factors including geographic location, experience, skills, and education. Discretionary Bonus Plan: This position is also eligible for participation in the company discretionary bonus plan, based on personal performance and company results. Comprehensive Benefits Package: In addition to base salary, JPMS offers a competitive benefits package to eligible employees, including medical insurance, dental insurance, vision insurance, life insurance, accident insurance, critical illness insurance, disability insurance, retirement savings plans and company match, paid family leave, education-related programs, paid holidays, discretionary vacation time, and more. We are an Equal Opportunity Employer and take pride in a diverse environment. Salary Description $ 190000.00 - $ 210000.00 Compensation details: 00 Yearly Salary PI3826e42491ec-2042
01/09/2026
Full time
Description: Who We are John Paul Mitchell Systems ("JPMS") is recognized worldwide for developing and marketing innovative hair and skin care products since 1980. We've been serving the professional beauty industry with salon-quality hair care products, styling tools and professional hair color through our family of brands including Paul Mitchell, MITCH, Awapuhi Wild Ginger, Tea Tree, Paul Mitchell Tools, Neuro, The Demi, Paul Mitchell the color, Blonde, and Color XG. We were the first professional hair care company to take a stand against animal testing and continue our strong commitment to giving back, supporting a wide range of philanthropic causes both domestically and internationally. Sustainability has always been a priority, and we are committed to making our company operations climate neutral to preserve the beauty of the world around us. About the Role The Vice President, Corporate Controller is responsible for overseeing the financial operations of the company, ensuring timely and accurate financial reporting, cost control, and compliance with regulations. This role plays a critical part in managing cost accounting, inventory valuation, budgeting and financial planning, and insights to drive operational efficiency and profitability. Additionally, the incumbent will assist executive leadership and other users in making educated economic decisions. The ideal candidate lives in a commutable distance to our Santa Clarita, CA office and to occasionally go to our Santa Monica Office. What You will Do : Team Leadership & Collaboration Manage and mentor accounting staff to support professional growth and departmental efficiency Collaborate with all other departments across the company to provide financial insights to optimize efficiencies, create operating processes and support strategic decision making Accounting & Payroll Oversight Lead and manage the Accounting Department, including General Ledger, Accounts Receivable, Accounts Payable, Payroll, Employee Expense Reporting, and month-end and year-end close Ensure compliance with Generally Accepted Accounting Principles ("GAAP") and regulatory requirements Support ERP system improvements and financial system enhancements Prepare and oversee timely, accurate financial statements, including, but not limited to, income statements, balance sheets, and cash flow reports Ensure payroll manager is able to process semi-monthly payroll by collaborating with department heads to ensure compliance with JPMS policies and procedures Lead annual budgeting process, and support forecasting, and long-term financial planning efforts Analyze variances and provide recommendations for corrective actions Implement and maintain strong internal controls and accounting policies to safeguard company assets Work with external auditors, tax professionals, bankers and regulatory agencies Support ACH and other ad-hoc payroll support needs for payments Requirements: Who You Are: Have a strong work ethic and can-do attitude, leaving a positive impression on everyone you interact with Collaborate seamlessly with cross-functional stakeholders, fostering a cohesive team environment Strong time management skills and able to act with a sense of urgency Highly organized, detail oriented and efficient multitasker Self-starter and thrives in a fast-paced environment with minimal guidance Comfortable wearing many hats and moving fluidly between tasks Utilize relevant industry jargon and terminology consistently in both verbal and written communications Act and propose new ideas and solutions before asked You are positive, upbeat, and friendly-with a can-do attitude and a knack for solving problems Self-described beauty enthusiast, passionate about hair care What You'll Need: High level of integrity and professionalism Strong understanding of GAAP, including cost accounting and inventory management Strong leadership skills with the ability to develop and manage a team of direct reports Hands-on experience with ERP systems serving as subject matter expert in system maintenance and enhancements (Microsoft D365 F&O preferred) Proven ability to analyze cost structures, evaluate variances, and translate data into meaningful business recommendations Proficiency with Microsoft Office Suite (Outlook, Word, PowerPoint) Proficiency with Microsoft Power BI Advanced Microsoft Excel skills (VLOOKUP, Pivot tables, etc.) Working knowledge of AI technologies (Co-Pilot, ChatGPT, etc.) and e-commerce platform reporting (Shopify) Advanced knowledge of payroll processing Advanced knowledge of travel and expense reporting and sales tax programs Excellent analytical and problem-solving abilities Excellent communication skills Strong attention to detail and organizational skills Ability to collaborate with cross-functional teams, drive financial discipline and demonstrate an ability to pivot in a dynamic environment Education: Bachelor's degree in Accounting, Business Administration, or related field required Certified Public Accountant or Certified Management Accountant required Experience: 15+ years in progressive accounting roles, with: o 3+ years in public accounting required o 5+ years in a manufacturing or distribution environment required, preferably in consumer-packaged goods industry 7+ years in a leadership role managing and developing people Competitive Compensation: The expected base salary range for this position is $190,000 to $210,000. The exact base salary is determined by various factors including geographic location, experience, skills, and education. Discretionary Bonus Plan: This position is also eligible for participation in the company discretionary bonus plan, based on personal performance and company results. Comprehensive Benefits Package: In addition to base salary, JPMS offers a competitive benefits package to eligible employees, including medical insurance, dental insurance, vision insurance, life insurance, accident insurance, critical illness insurance, disability insurance, retirement savings plans and company match, paid family leave, education-related programs, paid holidays, discretionary vacation time, and more. We are an Equal Opportunity Employer and take pride in a diverse environment. Salary Description $ 190000.00 - $ 210000.00 Compensation details: 00 Yearly Salary PI3826e42491ec-2042
JOB SUMMARY The Staff Accountant is responsible for the preparation and analysis of various financial reports, statements and data in compliance with the Sarbanes Oxley Act (SOX). RESPONSIBILITIES Compile financial information to perform routine accounting processes such as general ledger entries and Balance Sheet account reconciliations as well as Profit & Loss variance analysis. Prepare consolidated internal and external financial statements by analyzing information from the general ledger along with collaboration from department leads. Analyze financial information to summarize and interpret current and projected company financial position for other managers. Prepare payments by accruing expenses; assigning account numbers; requesting disbursements; reconciling accounts and preparing quarterly calculations. Update daily cash schedules using bank statements used for cash reconciliation at end of month. Assist with the preparation of annual Profit Plan and miscellaneous projects. Prepare payroll journal entries Answer accounting and financial questions by researching and interpreting data. Participate in the maintenance and oversight of company record keeping. QUALIFICATIONS Education Associate degree in Accounting or equivalent from 2 year college or technical school. Bachelor degree in Accounting preferred. Experience 3-5 years related accounting experience Preferred: 5-7 years related accounting experience Skills Advanced computer skills and proficient knowledge of Microsoft Office programs with an emphasis on Excel. Experience with online accounting systems. PeopleSoft preferred. Exposure to general ledger accounting and financial statement reporting. Excellent communication (verbal and written), interpersonal and professional interactive skills. Ability to effectively present information and respond to questions from management and inter-department staff. Capable of working with internal staff from other departments in a proactive and constructive manner. Customer Service - Respond promptly to requests for service and assistance as needed. Follow up as needed. Planning / Organization - Ability to prioritize and manage multiple priorities/deadlines and shift priorities as necessary. Uses time effectively. Problem Solving - Identifies and resolves problems in a timely manner. Gathers and analyzes information skillfully. Develops alternative solutions. Judgment - Displays willingness to make decisions. Exhibits sound and accurate judgment. Makes timely decisions. Professionalism - Approaches others in a tactful manner. Reacts well under pressure. Follows through on commitments. Team player attitude with the ability to work independently. Detail-oriented with outstanding levels of accuracy, while analyzing complex financial information. Physical Demands and Work Environment While performing the duties of this job, the employee is regularly required to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear. The employee is frequently required to sit and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. This position will primarily work in an office environment. The noise level in the work environment is usually moderate. This position may require evening and weekend work depending on business needs.
01/09/2026
Full time
JOB SUMMARY The Staff Accountant is responsible for the preparation and analysis of various financial reports, statements and data in compliance with the Sarbanes Oxley Act (SOX). RESPONSIBILITIES Compile financial information to perform routine accounting processes such as general ledger entries and Balance Sheet account reconciliations as well as Profit & Loss variance analysis. Prepare consolidated internal and external financial statements by analyzing information from the general ledger along with collaboration from department leads. Analyze financial information to summarize and interpret current and projected company financial position for other managers. Prepare payments by accruing expenses; assigning account numbers; requesting disbursements; reconciling accounts and preparing quarterly calculations. Update daily cash schedules using bank statements used for cash reconciliation at end of month. Assist with the preparation of annual Profit Plan and miscellaneous projects. Prepare payroll journal entries Answer accounting and financial questions by researching and interpreting data. Participate in the maintenance and oversight of company record keeping. QUALIFICATIONS Education Associate degree in Accounting or equivalent from 2 year college or technical school. Bachelor degree in Accounting preferred. Experience 3-5 years related accounting experience Preferred: 5-7 years related accounting experience Skills Advanced computer skills and proficient knowledge of Microsoft Office programs with an emphasis on Excel. Experience with online accounting systems. PeopleSoft preferred. Exposure to general ledger accounting and financial statement reporting. Excellent communication (verbal and written), interpersonal and professional interactive skills. Ability to effectively present information and respond to questions from management and inter-department staff. Capable of working with internal staff from other departments in a proactive and constructive manner. Customer Service - Respond promptly to requests for service and assistance as needed. Follow up as needed. Planning / Organization - Ability to prioritize and manage multiple priorities/deadlines and shift priorities as necessary. Uses time effectively. Problem Solving - Identifies and resolves problems in a timely manner. Gathers and analyzes information skillfully. Develops alternative solutions. Judgment - Displays willingness to make decisions. Exhibits sound and accurate judgment. Makes timely decisions. Professionalism - Approaches others in a tactful manner. Reacts well under pressure. Follows through on commitments. Team player attitude with the ability to work independently. Detail-oriented with outstanding levels of accuracy, while analyzing complex financial information. Physical Demands and Work Environment While performing the duties of this job, the employee is regularly required to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear. The employee is frequently required to sit and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. This position will primarily work in an office environment. The noise level in the work environment is usually moderate. This position may require evening and weekend work depending on business needs.
JOB SUMMARY The Staff Accountant is responsible for the preparation and analysis of various financial reports, statements and data in compliance with the Sarbanes Oxley Act (SOX). RESPONSIBILITIES Compile financial information to perform routine accounting processes such as general ledger entries and Balance Sheet account reconciliations as well as Profit & Loss variance analysis. Prepare consolidated internal and external financial statements by analyzing information from the general ledger along with collaboration from department leads. Analyze financial information to summarize and interpret current and projected company financial position for other managers. Prepare payments by accruing expenses; assigning account numbers; requesting disbursements; reconciling accounts and preparing quarterly calculations. Update daily cash schedules using bank statements used for cash reconciliation at end of month. Assist with the preparation of annual Profit Plan and miscellaneous projects. Prepare payroll journal entries Answer accounting and financial questions by researching and interpreting data. Participate in the maintenance and oversight of company record keeping. QUALIFICATIONS Education Associate degree in Accounting or equivalent from 2 year college or technical school. Bachelor degree in Accounting preferred. Experience 3-5 years related accounting experience Preferred: 5-7 years related accounting experience Skills Advanced computer skills and proficient knowledge of Microsoft Office programs with an emphasis on Excel. Experience with online accounting systems. PeopleSoft preferred. Exposure to general ledger accounting and financial statement reporting. Excellent communication (verbal and written), interpersonal and professional interactive skills. Ability to effectively present information and respond to questions from management and inter-department staff. Capable of working with internal staff from other departments in a proactive and constructive manner. Customer Service - Respond promptly to requests for service and assistance as needed. Follow up as needed. Planning / Organization - Ability to prioritize and manage multiple priorities/deadlines and shift priorities as necessary. Uses time effectively. Problem Solving - Identifies and resolves problems in a timely manner. Gathers and analyzes information skillfully. Develops alternative solutions. Judgment - Displays willingness to make decisions. Exhibits sound and accurate judgment. Makes timely decisions. Professionalism - Approaches others in a tactful manner. Reacts well under pressure. Follows through on commitments. Team player attitude with the ability to work independently. Detail-oriented with outstanding levels of accuracy, while analyzing complex financial information. Physical Demands and Work Environment While performing the duties of this job, the employee is regularly required to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear. The employee is frequently required to sit and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. This position will primarily work in an office environment. The noise level in the work environment is usually moderate. This position may require evening and weekend work depending on business needs.
01/09/2026
Full time
JOB SUMMARY The Staff Accountant is responsible for the preparation and analysis of various financial reports, statements and data in compliance with the Sarbanes Oxley Act (SOX). RESPONSIBILITIES Compile financial information to perform routine accounting processes such as general ledger entries and Balance Sheet account reconciliations as well as Profit & Loss variance analysis. Prepare consolidated internal and external financial statements by analyzing information from the general ledger along with collaboration from department leads. Analyze financial information to summarize and interpret current and projected company financial position for other managers. Prepare payments by accruing expenses; assigning account numbers; requesting disbursements; reconciling accounts and preparing quarterly calculations. Update daily cash schedules using bank statements used for cash reconciliation at end of month. Assist with the preparation of annual Profit Plan and miscellaneous projects. Prepare payroll journal entries Answer accounting and financial questions by researching and interpreting data. Participate in the maintenance and oversight of company record keeping. QUALIFICATIONS Education Associate degree in Accounting or equivalent from 2 year college or technical school. Bachelor degree in Accounting preferred. Experience 3-5 years related accounting experience Preferred: 5-7 years related accounting experience Skills Advanced computer skills and proficient knowledge of Microsoft Office programs with an emphasis on Excel. Experience with online accounting systems. PeopleSoft preferred. Exposure to general ledger accounting and financial statement reporting. Excellent communication (verbal and written), interpersonal and professional interactive skills. Ability to effectively present information and respond to questions from management and inter-department staff. Capable of working with internal staff from other departments in a proactive and constructive manner. Customer Service - Respond promptly to requests for service and assistance as needed. Follow up as needed. Planning / Organization - Ability to prioritize and manage multiple priorities/deadlines and shift priorities as necessary. Uses time effectively. Problem Solving - Identifies and resolves problems in a timely manner. Gathers and analyzes information skillfully. Develops alternative solutions. Judgment - Displays willingness to make decisions. Exhibits sound and accurate judgment. Makes timely decisions. Professionalism - Approaches others in a tactful manner. Reacts well under pressure. Follows through on commitments. Team player attitude with the ability to work independently. Detail-oriented with outstanding levels of accuracy, while analyzing complex financial information. Physical Demands and Work Environment While performing the duties of this job, the employee is regularly required to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear. The employee is frequently required to sit and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. This position will primarily work in an office environment. The noise level in the work environment is usually moderate. This position may require evening and weekend work depending on business needs.
JOB SUMMARY The Staff Accountant is responsible for the preparation and analysis of various financial reports, statements and data in compliance with the Sarbanes Oxley Act (SOX). RESPONSIBILITIES Compile financial information to perform routine accounting processes such as general ledger entries and Balance Sheet account reconciliations as well as Profit & Loss variance analysis. Prepare consolidated internal and external financial statements by analyzing information from the general ledger along with collaboration from department leads. Analyze financial information to summarize and interpret current and projected company financial position for other managers. Prepare payments by accruing expenses; assigning account numbers; requesting disbursements; reconciling accounts and preparing quarterly calculations. Update daily cash schedules using bank statements used for cash reconciliation at end of month. Assist with the preparation of annual Profit Plan and miscellaneous projects. Prepare payroll journal entries Answer accounting and financial questions by researching and interpreting data. Participate in the maintenance and oversight of company record keeping. QUALIFICATIONS Education Associate degree in Accounting or equivalent from 2 year college or technical school. Bachelor degree in Accounting preferred. Experience 3-5 years related accounting experience Preferred: 5-7 years related accounting experience Skills Advanced computer skills and proficient knowledge of Microsoft Office programs with an emphasis on Excel. Experience with online accounting systems. PeopleSoft preferred. Exposure to general ledger accounting and financial statement reporting. Excellent communication (verbal and written), interpersonal and professional interactive skills. Ability to effectively present information and respond to questions from management and inter-department staff. Capable of working with internal staff from other departments in a proactive and constructive manner. Customer Service - Respond promptly to requests for service and assistance as needed. Follow up as needed. Planning / Organization - Ability to prioritize and manage multiple priorities/deadlines and shift priorities as necessary. Uses time effectively. Problem Solving - Identifies and resolves problems in a timely manner. Gathers and analyzes information skillfully. Develops alternative solutions. Judgment - Displays willingness to make decisions. Exhibits sound and accurate judgment. Makes timely decisions. Professionalism - Approaches others in a tactful manner. Reacts well under pressure. Follows through on commitments. Team player attitude with the ability to work independently. Detail-oriented with outstanding levels of accuracy, while analyzing complex financial information. Physical Demands and Work Environment While performing the duties of this job, the employee is regularly required to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear. The employee is frequently required to sit and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. This position will primarily work in an office environment. The noise level in the work environment is usually moderate. This position may require evening and weekend work depending on business needs.
01/09/2026
Full time
JOB SUMMARY The Staff Accountant is responsible for the preparation and analysis of various financial reports, statements and data in compliance with the Sarbanes Oxley Act (SOX). RESPONSIBILITIES Compile financial information to perform routine accounting processes such as general ledger entries and Balance Sheet account reconciliations as well as Profit & Loss variance analysis. Prepare consolidated internal and external financial statements by analyzing information from the general ledger along with collaboration from department leads. Analyze financial information to summarize and interpret current and projected company financial position for other managers. Prepare payments by accruing expenses; assigning account numbers; requesting disbursements; reconciling accounts and preparing quarterly calculations. Update daily cash schedules using bank statements used for cash reconciliation at end of month. Assist with the preparation of annual Profit Plan and miscellaneous projects. Prepare payroll journal entries Answer accounting and financial questions by researching and interpreting data. Participate in the maintenance and oversight of company record keeping. QUALIFICATIONS Education Associate degree in Accounting or equivalent from 2 year college or technical school. Bachelor degree in Accounting preferred. Experience 3-5 years related accounting experience Preferred: 5-7 years related accounting experience Skills Advanced computer skills and proficient knowledge of Microsoft Office programs with an emphasis on Excel. Experience with online accounting systems. PeopleSoft preferred. Exposure to general ledger accounting and financial statement reporting. Excellent communication (verbal and written), interpersonal and professional interactive skills. Ability to effectively present information and respond to questions from management and inter-department staff. Capable of working with internal staff from other departments in a proactive and constructive manner. Customer Service - Respond promptly to requests for service and assistance as needed. Follow up as needed. Planning / Organization - Ability to prioritize and manage multiple priorities/deadlines and shift priorities as necessary. Uses time effectively. Problem Solving - Identifies and resolves problems in a timely manner. Gathers and analyzes information skillfully. Develops alternative solutions. Judgment - Displays willingness to make decisions. Exhibits sound and accurate judgment. Makes timely decisions. Professionalism - Approaches others in a tactful manner. Reacts well under pressure. Follows through on commitments. Team player attitude with the ability to work independently. Detail-oriented with outstanding levels of accuracy, while analyzing complex financial information. Physical Demands and Work Environment While performing the duties of this job, the employee is regularly required to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear. The employee is frequently required to sit and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. This position will primarily work in an office environment. The noise level in the work environment is usually moderate. This position may require evening and weekend work depending on business needs.
At Northwestern Mutual, our vision is to redefine financial security and become America's most trusted financial partner. A key pillar of our vision and success is our strong and vibrant group of advisors. This role sits within the Field Function, which is at the forefront of working across the company's headquarters and the nationwide group of advisors to achieve sales and growth objectives. What's the job? Northwestern Mutual's Advanced Planning group is a collaborative team of professionals supporting a diverse and dynamic group of financial advisors providing best-in-class planning for high-net-worth clients. By combining industry-leading subject matter expertise and thought leadership, we help our financial advisors deliver superior and comprehensive financial planning for clients. We bring new ideas and critical thinking when solving complex problems and shaping the ever-changing planning landscape. Primary Duties and Responsibilities: Consult with financial advisors and their staff on their clients' planning goals and objectives through daily telephone communications Train financial representatives, their staff, and clients' representatives (e.g., attorneys and accountants) at various schools, network office events, and digital events Research and write content for various publications, resources, and articles Contribute subject matter expertise and leadership to company-wide projects to support the estate, business, high-net-worth, and retirement markets Maintain and grow deep subject matter expertise on tax and legal issues impacting the advanced markets through legal and tax research and analysis of industry trends Qualifications: Bachelor's degree JD from accredited law school and licensed to practice law in at least one state Advanced degrees and designations, such as LLM, CLU , CFP , preferred but not required Minimum of five (5) years of tax, financial planning, and/or legal experience FINRA Series 6 or Series 7, or attainment within six (6) months of hire Knowledge and experience in planning for high-net-worth clients, such as estate planning, tax planning, business planning, executive benefits, and charitable planning Knowledge of financial and insurance products and services and how they fit into advanced planning concepts Exceptional verbal, written, and presentation skills, with client experience preferred Ability to comprehend and evaluate complex planning concepts and explain them clearly and concisely Compensation Range: Pay Range - Start: $112,210.00 Pay Range - End: $208,390.00 Geographic Specific Pay Structure: Structure 110: $123,410.00 USD - $229,190.00 USD Structure 115: $129,010.00 USD - $239,590.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Legal,
01/08/2026
Full time
At Northwestern Mutual, our vision is to redefine financial security and become America's most trusted financial partner. A key pillar of our vision and success is our strong and vibrant group of advisors. This role sits within the Field Function, which is at the forefront of working across the company's headquarters and the nationwide group of advisors to achieve sales and growth objectives. What's the job? Northwestern Mutual's Advanced Planning group is a collaborative team of professionals supporting a diverse and dynamic group of financial advisors providing best-in-class planning for high-net-worth clients. By combining industry-leading subject matter expertise and thought leadership, we help our financial advisors deliver superior and comprehensive financial planning for clients. We bring new ideas and critical thinking when solving complex problems and shaping the ever-changing planning landscape. Primary Duties and Responsibilities: Consult with financial advisors and their staff on their clients' planning goals and objectives through daily telephone communications Train financial representatives, their staff, and clients' representatives (e.g., attorneys and accountants) at various schools, network office events, and digital events Research and write content for various publications, resources, and articles Contribute subject matter expertise and leadership to company-wide projects to support the estate, business, high-net-worth, and retirement markets Maintain and grow deep subject matter expertise on tax and legal issues impacting the advanced markets through legal and tax research and analysis of industry trends Qualifications: Bachelor's degree JD from accredited law school and licensed to practice law in at least one state Advanced degrees and designations, such as LLM, CLU , CFP , preferred but not required Minimum of five (5) years of tax, financial planning, and/or legal experience FINRA Series 6 or Series 7, or attainment within six (6) months of hire Knowledge and experience in planning for high-net-worth clients, such as estate planning, tax planning, business planning, executive benefits, and charitable planning Knowledge of financial and insurance products and services and how they fit into advanced planning concepts Exceptional verbal, written, and presentation skills, with client experience preferred Ability to comprehend and evaluate complex planning concepts and explain them clearly and concisely Compensation Range: Pay Range - Start: $112,210.00 Pay Range - End: $208,390.00 Geographic Specific Pay Structure: Structure 110: $123,410.00 USD - $229,190.00 USD Structure 115: $129,010.00 USD - $239,590.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Legal,
Genesis10 is seeking an Accountant for our financial services client in Lake Mary, FL. This is a six-month contract, possibly leading to a contract-to-hire role, requiring 4 days a week onsite and 1 day working from home. Compensation: $40.00 - $46.00/hour W2, depending on skill and experience level. Summary and responsibilities: Accountable to deliver through effective, efficient Sarbanes-Oxley, regulatory compliant finance processes, in accordance with local and consolidated GAAP, useable, accurate and timely financial information from the point of transaction through to financial close and external reporting period (month, quarter, and annual). May be called upon to support a particular line of business, region, or accounting process, as assigned, for any Record to Report (R2R) process from the point of transaction through to the close, consolidation, and financial reporting of business outcomes for our client. Provides support for the end to end Record to Report accounting processes, required to transform data into information for reporting purposes. This includes: processing of basic general ledger events, financial transactions, as assigned; identifying and analyzing exceptions; and providing support to the department for R2R activities such as audits, the fulfillment of ad hoc requests, and other special project activities, as assigned. For example, the AIIF prepares and/or posts journal entries to the general ledger accounts; and reconciles g/l activity to ensure that the trial balance includes expected transactions and reflects the correct balances. Performs reconciliations of accounts or financial data. May be called upon to perform other accounting activities, as requested, such as performing basic accruals, posting adjustments, or other less complex accounting activities. In addition, supports the day-to-day capture of performance metrics at the functional, team and individual level, and participates in rotating assignments across lines of business, legal entities and geographies to grow depth of understanding of our client's various lines of business, and the unique attributes of the legal entity, regulatory, and in-country requirements, over time. Requirements: 3-6 years of total work experience. Demonstrated ability to perform basic accounting processes with moderate supervision and with relevant work experience in accounting or finance. Mutual Fund Accounting Experience. Strong reconciliation skills. Self-motivator with a strong work ethic, initiative, critical and strategic problem-solving skills. Strong communication / organizational skills Detail-oriented with strong organization skills and must be able to quickly gather and analyze data. Excellent multi-tasking skills with the ability to thrive in a dynamic working environment. Flexibility to support market hours and do some after-hours work when necessary, including working on weekends Bachelor's or master's degree in accounting/finance. If you have the described qualifications and are interested in this exciting opportunity, apply today! Genesis10 Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10: Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years. The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years. Access to an experienced, caring recruiting team (more than 7 years of experience, on average.) Behavioral Health Platform Medical, Dental, Vision Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities) Commuter Benefits (Dallas, NYC, SF) Remote opportunities available For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at . Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
01/06/2026
Full time
Genesis10 is seeking an Accountant for our financial services client in Lake Mary, FL. This is a six-month contract, possibly leading to a contract-to-hire role, requiring 4 days a week onsite and 1 day working from home. Compensation: $40.00 - $46.00/hour W2, depending on skill and experience level. Summary and responsibilities: Accountable to deliver through effective, efficient Sarbanes-Oxley, regulatory compliant finance processes, in accordance with local and consolidated GAAP, useable, accurate and timely financial information from the point of transaction through to financial close and external reporting period (month, quarter, and annual). May be called upon to support a particular line of business, region, or accounting process, as assigned, for any Record to Report (R2R) process from the point of transaction through to the close, consolidation, and financial reporting of business outcomes for our client. Provides support for the end to end Record to Report accounting processes, required to transform data into information for reporting purposes. This includes: processing of basic general ledger events, financial transactions, as assigned; identifying and analyzing exceptions; and providing support to the department for R2R activities such as audits, the fulfillment of ad hoc requests, and other special project activities, as assigned. For example, the AIIF prepares and/or posts journal entries to the general ledger accounts; and reconciles g/l activity to ensure that the trial balance includes expected transactions and reflects the correct balances. Performs reconciliations of accounts or financial data. May be called upon to perform other accounting activities, as requested, such as performing basic accruals, posting adjustments, or other less complex accounting activities. In addition, supports the day-to-day capture of performance metrics at the functional, team and individual level, and participates in rotating assignments across lines of business, legal entities and geographies to grow depth of understanding of our client's various lines of business, and the unique attributes of the legal entity, regulatory, and in-country requirements, over time. Requirements: 3-6 years of total work experience. Demonstrated ability to perform basic accounting processes with moderate supervision and with relevant work experience in accounting or finance. Mutual Fund Accounting Experience. Strong reconciliation skills. Self-motivator with a strong work ethic, initiative, critical and strategic problem-solving skills. Strong communication / organizational skills Detail-oriented with strong organization skills and must be able to quickly gather and analyze data. Excellent multi-tasking skills with the ability to thrive in a dynamic working environment. Flexibility to support market hours and do some after-hours work when necessary, including working on weekends Bachelor's or master's degree in accounting/finance. If you have the described qualifications and are interested in this exciting opportunity, apply today! Genesis10 Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10: Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years. The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years. Access to an experienced, caring recruiting team (more than 7 years of experience, on average.) Behavioral Health Platform Medical, Dental, Vision Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities) Commuter Benefits (Dallas, NYC, SF) Remote opportunities available For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at . Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Summary: The Director of Financial Reporting is responsible for the timely development and production of required financial, management, and other Health System-specific reporting. This position requires significant coordination with Government Reimbursement, Decision Support, Academic Enterprise Finance, Financial Accounting and Reporting, Institutional Support, and other areas of the Institution as well as working with AVP, Financial Reporting - Health System, to ensure that reporting needs are being identified and met. Scope: Institution-wide Responsibilities: Supports and assists AVP, Financial Reporting - Health System in ensuring department work is completed accurately, timely, and in compliance with appropriate accounting and regulatory guidelines and requirements, and assists with ad hoc projects Lead, review, and provide guidance to the staff related to internal and external reporting requirements, including AFR (Annual Financial Report), audit schedules, surveys, budget and forecasting projects, UTMB HealthCare Systems and subsidiaries insurance and tax filings, and other required reports Learn and understand the calculation and determination of system-wide reserves related to patient AR for Hospitals & Clinics and Academic Enterprise Ensure that the Kodiak Revenue Cycle Analytics tool is properly managed and maintained, and understand data flow and interfaces with Epic, Peoplesoft, EPSI, and other systems Provide oversight for the review of reserve calculations, trend reports, variance analysis, and other reporting related to patient AR and net patient care revenue as it impacts both the balance sheet and income statement, including statistical data, historical trends, current trends, and to recognize anomalies and adjust reserves appropriately Lead the review and develop concise, relevant communication of financial results, including variance explanations related to volume and other items for both revenue and expenses Lead the team in supporting the annual operating budget, cash forecast, and related projects Collaborate with other areas to learn and utilize available system resources Understand the interrelationship between other Institution processes and the impact on financial results, including procurement, inventory, revenue cycle billing, and other areas Research and resolve issues efficiently and timely, meet requested deadlines Ensure that managers are proactively planning the use of resources allowing sufficient review time as well as providing any training, information that may be needed Leads recruitment, hiring, orientation, training, supervision, evaluation, disciplinary action and/or termination process, as needed, within department Lead our managers and staff to provide the highest quality services to customers including hospital departments and all finance areas of the Institution as it relates to the Health System, which includes training, research, and analysis Work with managers to ensure financial reporting record retention is in compliance with the UTMB records retention policy Update and maintain departmental policies and procedures, identifying appropriate internal controls for department and providing mechanisms to monitor and enforce compliance Stay abreast of new accounting developments and pronouncements and research certain accounting matters as needed or requested Performs related duties as assigned Minimum Qualifications: Bachelor's degree in Accounting, Finance or related field plus ten (10) years of relevant experience in financial reporting with increasing responsibilities to include three (3) years of supervisory experience Preferred Qualifications: Master's degree in Accounting or related field Certified Public Accountant (CPA) Five (5) years of leadership experience at the director level in a healthcare or academic medical center environment Knowledge, Skills & Abilities: Knowledge of generally accepted accounting principles, cost accounting, government accounting, and statutory accounting Ability to apply critical thinking skills to comprehensively review data and reports ensuring that financial reporting is accurate Strong understanding of financial statements, interrelationships of data to efficiently solve complex problems, detail oriented Must be able to utilize PeopleSoft, and other information technology tools adopted by UTMB for the preparation of all financial reports Requires a strong working knowledge of the technical aspects of reporting and analytic tools including Microsoft Power Bi, Excel SmartView, Epic cube, Kodiak Revenue Cycle Analytics Must possess strong oral and written communication skills along with the ability to communicate with all levels of the organization Ability to direct and guide staff to appropriately and efficiently complete tasks timely Strong organizational and planning skills with the ability to manage multiple projects Must be proactive and a self-starter seeking opportunities for learning and implementing improvements Must be able to work effectively with many teams and departments across the Institution Equal Employment Opportunity UTMB Health strives to provide equal opportunity employment without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, genetic information, disability, veteran status, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law. As a Federal Contractor, UTMB Health takes affirmative action to hire and advance protected veterans and individuals with disabilities.
01/03/2026
Full time
Summary: The Director of Financial Reporting is responsible for the timely development and production of required financial, management, and other Health System-specific reporting. This position requires significant coordination with Government Reimbursement, Decision Support, Academic Enterprise Finance, Financial Accounting and Reporting, Institutional Support, and other areas of the Institution as well as working with AVP, Financial Reporting - Health System, to ensure that reporting needs are being identified and met. Scope: Institution-wide Responsibilities: Supports and assists AVP, Financial Reporting - Health System in ensuring department work is completed accurately, timely, and in compliance with appropriate accounting and regulatory guidelines and requirements, and assists with ad hoc projects Lead, review, and provide guidance to the staff related to internal and external reporting requirements, including AFR (Annual Financial Report), audit schedules, surveys, budget and forecasting projects, UTMB HealthCare Systems and subsidiaries insurance and tax filings, and other required reports Learn and understand the calculation and determination of system-wide reserves related to patient AR for Hospitals & Clinics and Academic Enterprise Ensure that the Kodiak Revenue Cycle Analytics tool is properly managed and maintained, and understand data flow and interfaces with Epic, Peoplesoft, EPSI, and other systems Provide oversight for the review of reserve calculations, trend reports, variance analysis, and other reporting related to patient AR and net patient care revenue as it impacts both the balance sheet and income statement, including statistical data, historical trends, current trends, and to recognize anomalies and adjust reserves appropriately Lead the review and develop concise, relevant communication of financial results, including variance explanations related to volume and other items for both revenue and expenses Lead the team in supporting the annual operating budget, cash forecast, and related projects Collaborate with other areas to learn and utilize available system resources Understand the interrelationship between other Institution processes and the impact on financial results, including procurement, inventory, revenue cycle billing, and other areas Research and resolve issues efficiently and timely, meet requested deadlines Ensure that managers are proactively planning the use of resources allowing sufficient review time as well as providing any training, information that may be needed Leads recruitment, hiring, orientation, training, supervision, evaluation, disciplinary action and/or termination process, as needed, within department Lead our managers and staff to provide the highest quality services to customers including hospital departments and all finance areas of the Institution as it relates to the Health System, which includes training, research, and analysis Work with managers to ensure financial reporting record retention is in compliance with the UTMB records retention policy Update and maintain departmental policies and procedures, identifying appropriate internal controls for department and providing mechanisms to monitor and enforce compliance Stay abreast of new accounting developments and pronouncements and research certain accounting matters as needed or requested Performs related duties as assigned Minimum Qualifications: Bachelor's degree in Accounting, Finance or related field plus ten (10) years of relevant experience in financial reporting with increasing responsibilities to include three (3) years of supervisory experience Preferred Qualifications: Master's degree in Accounting or related field Certified Public Accountant (CPA) Five (5) years of leadership experience at the director level in a healthcare or academic medical center environment Knowledge, Skills & Abilities: Knowledge of generally accepted accounting principles, cost accounting, government accounting, and statutory accounting Ability to apply critical thinking skills to comprehensively review data and reports ensuring that financial reporting is accurate Strong understanding of financial statements, interrelationships of data to efficiently solve complex problems, detail oriented Must be able to utilize PeopleSoft, and other information technology tools adopted by UTMB for the preparation of all financial reports Requires a strong working knowledge of the technical aspects of reporting and analytic tools including Microsoft Power Bi, Excel SmartView, Epic cube, Kodiak Revenue Cycle Analytics Must possess strong oral and written communication skills along with the ability to communicate with all levels of the organization Ability to direct and guide staff to appropriately and efficiently complete tasks timely Strong organizational and planning skills with the ability to manage multiple projects Must be proactive and a self-starter seeking opportunities for learning and implementing improvements Must be able to work effectively with many teams and departments across the Institution Equal Employment Opportunity UTMB Health strives to provide equal opportunity employment without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, genetic information, disability, veteran status, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law. As a Federal Contractor, UTMB Health takes affirmative action to hire and advance protected veterans and individuals with disabilities.
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; refer clients 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. PIccb362201aa3-3686
01/01/2026
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; refer clients 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. PIccb362201aa3-3686
We're hiring a career-motivated, data-driven certified public accountant for a key position on our team. You'll be responsible for maintaining the financial integrity of our company by overseeing our financial planning, keeping our general ledger up-to-date, ensuring the accuracy of our financial information, and making recommendations for budget optimization. Candidates should be experienced problem-solvers, well-organized, detail-oriented, and time-efficient.Compensation: $100,000 - $180,000 yearly Responsibilities: Optimize company's accounting policies and procedures to ensure effectiveness Bookkeeping: Ensure the accuracy and compliance of our financial documents such as balance sheets, profit and loss statements, and financial transactions Monitor monetary resources through internal auditing Perform regular business administration, financial reporting, and keep all financial records, financial documents, and accounting systems up to date Report our sales-to-income effectiveness by forecasting revenue and analyzing our profit margin What You'll Do Lead tax preparation and planning for complex individual, partnership, and corporate clients . Develop and implement custom tax-saving strategies - entity structuring, compensation planning, and year-end projections. Serve as a trusted advisor : explain tax concepts clearly, anticipate client needs, and deliver practical solutions. Review work prepared by junior staff and mentor team members toward excellence. Contribute to firm-wide growth through client relationship expansion and business development. Stay ahead of evolving tax law and identify opportunities for continuous improvement. Qualifications: Excellent time management, problem-solving, and communication skills Strong understanding of generally accepted accounting principles (GAAP) Successfully completed the uniform CPA examination by the AICPA and hold CPA certification that complies with the state board of accountancy regulations At least 2 years of work experience in accounting services, financial services or related position Bachelor's degree in accounting or related field required, preference to candidates with an MBA About Company The Income Tax Center has been in business since 1995, serving thousands of individual and business taxpayers across the nation. Our Vision is to establish a thriving community of taxpayers who pay the IRS not one red cent more than legally required. Our Mission is to satisfy client tax, accounting, and advisory needs so outstandingly that your joy becomes infectious. Our Values Care Extraordinarily as respectful servant-leaders who patiently listen, empathize, and attend to stakeholder needs. Think Innovatively to design and implement personalized tax, accounting, and advisory strategies. Walk Credibly to responsibly and responsively deliver expert solutions. Grow Purposefully through continuous learning that enriches our value to all our business family members. Compensation details: 00 Yearly Salary PIcfa1328d08cb-3342
01/01/2026
Full time
We're hiring a career-motivated, data-driven certified public accountant for a key position on our team. You'll be responsible for maintaining the financial integrity of our company by overseeing our financial planning, keeping our general ledger up-to-date, ensuring the accuracy of our financial information, and making recommendations for budget optimization. Candidates should be experienced problem-solvers, well-organized, detail-oriented, and time-efficient.Compensation: $100,000 - $180,000 yearly Responsibilities: Optimize company's accounting policies and procedures to ensure effectiveness Bookkeeping: Ensure the accuracy and compliance of our financial documents such as balance sheets, profit and loss statements, and financial transactions Monitor monetary resources through internal auditing Perform regular business administration, financial reporting, and keep all financial records, financial documents, and accounting systems up to date Report our sales-to-income effectiveness by forecasting revenue and analyzing our profit margin What You'll Do Lead tax preparation and planning for complex individual, partnership, and corporate clients . Develop and implement custom tax-saving strategies - entity structuring, compensation planning, and year-end projections. Serve as a trusted advisor : explain tax concepts clearly, anticipate client needs, and deliver practical solutions. Review work prepared by junior staff and mentor team members toward excellence. Contribute to firm-wide growth through client relationship expansion and business development. Stay ahead of evolving tax law and identify opportunities for continuous improvement. Qualifications: Excellent time management, problem-solving, and communication skills Strong understanding of generally accepted accounting principles (GAAP) Successfully completed the uniform CPA examination by the AICPA and hold CPA certification that complies with the state board of accountancy regulations At least 2 years of work experience in accounting services, financial services or related position Bachelor's degree in accounting or related field required, preference to candidates with an MBA About Company The Income Tax Center has been in business since 1995, serving thousands of individual and business taxpayers across the nation. Our Vision is to establish a thriving community of taxpayers who pay the IRS not one red cent more than legally required. Our Mission is to satisfy client tax, accounting, and advisory needs so outstandingly that your joy becomes infectious. Our Values Care Extraordinarily as respectful servant-leaders who patiently listen, empathize, and attend to stakeholder needs. Think Innovatively to design and implement personalized tax, accounting, and advisory strategies. Walk Credibly to responsibly and responsively deliver expert solutions. Grow Purposefully through continuous learning that enriches our value to all our business family members. Compensation details: 00 Yearly Salary PIcfa1328d08cb-3342
Job Requirements: Position will oversee the general ledger activity for numerous clients of our Firm. Duties include: - Performing necessary journal entries to properly prepare accrual financial statements. - Complete on-boarding for new bookkeeping clients. - Processing payroll with high efficiency and accuracy. - Reviewing all quarterly and annual payroll taxes for federal, state, and local entities as prepared by staff. - Qualifications: - Bachelor's degree in accounting and at least three years experience preparing accrual financial statements and payroll related tax reports. - Thorough understanding of accounting concepts including a demonstrated working knowledge of QuickBooks Online. - Proficiency in Microsoft Office applications including Word, Excel, and Outlook. Job Type: Full-time Experience:
accounting: 3 years (Required)
Benefits:
Health insurance
Retirement plan
Paid time off
Schedule:
Monday to Friday
Other
06/17/2020
Full time
Job Requirements: Position will oversee the general ledger activity for numerous clients of our Firm. Duties include: - Performing necessary journal entries to properly prepare accrual financial statements. - Complete on-boarding for new bookkeeping clients. - Processing payroll with high efficiency and accuracy. - Reviewing all quarterly and annual payroll taxes for federal, state, and local entities as prepared by staff. - Qualifications: - Bachelor's degree in accounting and at least three years experience preparing accrual financial statements and payroll related tax reports. - Thorough understanding of accounting concepts including a demonstrated working knowledge of QuickBooks Online. - Proficiency in Microsoft Office applications including Word, Excel, and Outlook. Job Type: Full-time Experience:
accounting: 3 years (Required)
Benefits:
Health insurance
Retirement plan
Paid time off
Schedule:
Monday to Friday
Other
Senior Accountant Operations, Colfax WA We are currently seeking a Senior Accountant of Operations to join our team in Colfax. Reporting to the Director, Accounting & Finance, the Senior Accountant will be responsible for operation and oversight of day-to-day general ledger accounting and financial functions and will supervise a team of 5+ staff members. Responsibilities: Accounting & Financial Reporting
Responsible for ensuring accuracy of reported results and timely compilation of monthly financial statements.
Maintain general ledger by posting manual entries during the month, posting month-end entries and setting up new codes as requested. Fulfill month-end balancing and reporting requirements.
Identify opportunities for process improvement impacting the monthly close and financial reporting process.
Supervise Inventory and A/R Teams. Ensure processes and workloads are managed, deadlines are met, and monthly reconciliations are completed. Resolve questions and issues amongst the team.
Set up new products and blend codes when appropriate. Analyze and troubleshoot negative inventory situations to determine cause and resolution. Regulatory & Compliance
Manage federal, state, and business tax reporting for the company and related entities.
Coordinate internal and external audits (inventory, insurance, L&I, B&O, etc).
Assist in accurate and timely submission of all annual external audit information requests. Other Responsibilities
Prepare and analyze short-term cash management.
Collaborate with IS to maintain, evaluate and implement accounting systems.
Process monthly billings for leased tractors, inter-company accounts and agency.
Oversee bookkeeping for Equipment Division; review month-end trial balance and make any adjusting entries.
Provide back up and support to other accounting personnel as needed.
Support Senior Management Projects, contracts, leases, and pay rates. Qualifications
Four-year degree in Accounting, Finance or Business Administration preferred.
Minimum of five to seven years of progressive accounting experience.
Knowledgeable of Generally Accepted Accounting Principles.
Detail oriented accounting leader who is comfortable in both delegating and performing accounting operations.
Strong written, verbal, analytical and problem-solving skills.
Advanced skills in Microsoft Excel and other Microsoft Office applications.
Experience managing personnel. Preferred Qualifications
Accounting experience in agriculture industry. * *
_ _ - Experience with Microsoft Dynamics GP. Compensation & Benefits - Competitive salary and benefits.
Job Type: Full-time Pay: $50,000.00 - $65,000.00 per year Benefits:
401(k)
401(k) Matching
Dental Insurance
Disability Insurance
Health Insurance
Life Insurance
Paid Time Off
Vision Insurance
Experience:
accounting: 5 years (Required)
Education:
Bachelor's (Preferred)
Schedule:
Monday to Friday
Overtime
06/17/2020
Full time
Senior Accountant Operations, Colfax WA We are currently seeking a Senior Accountant of Operations to join our team in Colfax. Reporting to the Director, Accounting & Finance, the Senior Accountant will be responsible for operation and oversight of day-to-day general ledger accounting and financial functions and will supervise a team of 5+ staff members. Responsibilities: Accounting & Financial Reporting
Responsible for ensuring accuracy of reported results and timely compilation of monthly financial statements.
Maintain general ledger by posting manual entries during the month, posting month-end entries and setting up new codes as requested. Fulfill month-end balancing and reporting requirements.
Identify opportunities for process improvement impacting the monthly close and financial reporting process.
Supervise Inventory and A/R Teams. Ensure processes and workloads are managed, deadlines are met, and monthly reconciliations are completed. Resolve questions and issues amongst the team.
Set up new products and blend codes when appropriate. Analyze and troubleshoot negative inventory situations to determine cause and resolution. Regulatory & Compliance
Manage federal, state, and business tax reporting for the company and related entities.
Coordinate internal and external audits (inventory, insurance, L&I, B&O, etc).
Assist in accurate and timely submission of all annual external audit information requests. Other Responsibilities
Prepare and analyze short-term cash management.
Collaborate with IS to maintain, evaluate and implement accounting systems.
Process monthly billings for leased tractors, inter-company accounts and agency.
Oversee bookkeeping for Equipment Division; review month-end trial balance and make any adjusting entries.
Provide back up and support to other accounting personnel as needed.
Support Senior Management Projects, contracts, leases, and pay rates. Qualifications
Four-year degree in Accounting, Finance or Business Administration preferred.
Minimum of five to seven years of progressive accounting experience.
Knowledgeable of Generally Accepted Accounting Principles.
Detail oriented accounting leader who is comfortable in both delegating and performing accounting operations.
Strong written, verbal, analytical and problem-solving skills.
Advanced skills in Microsoft Excel and other Microsoft Office applications.
Experience managing personnel. Preferred Qualifications
Accounting experience in agriculture industry. * *
_ _ - Experience with Microsoft Dynamics GP. Compensation & Benefits - Competitive salary and benefits.
Job Type: Full-time Pay: $50,000.00 - $65,000.00 per year Benefits:
401(k)
401(k) Matching
Dental Insurance
Disability Insurance
Health Insurance
Life Insurance
Paid Time Off
Vision Insurance
Experience:
accounting: 5 years (Required)
Education:
Bachelor's (Preferred)
Schedule:
Monday to Friday
Overtime
