Job Description: Are you looking for a position to grow your business and auditing skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the industry? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an Audit Director, Project Leader you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. The Expertise and Skills You Bring BA/BS in Accounting, Finance, or related field of study. Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred. 7+ years of external and internal audit or related experience, preferably in financial services. In-depth knowledge of audit practices, tools, techniques, concepts, and trends Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership. Ability to work simultaneously on multiple tasks and lead team priorities and workload. Strong problem solving and analytical skills. Commitment to innovative, collaborative, and digital working style. Strong presentation, written, and interpersonal communication skills. Hands-on work style and ‘can do attitude with a strong desire to make things happen. Knowledge in IT general controls is a plus. The Value You Deliver The Audit Director, Project Leader will be responsible for leading business and/or integrated audits in support of Fidelity s businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: Works with business and technology management to build an understanding of complex functions. Reviews end-to-end business processes and supporting technology workflows prepared by the team to ensure they capture risks and controls embedded throughout the function. Leverages audit automation tools in the evaluation of business operations and systems. Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results. Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. Reviews audit reports drafted by the team to ensure issues identified, including resulting management action plans, are clearly described and include related implications to the business or enterprise as a whole. Coaches and mentors fellow team members. Builds deep working relationships with audit teams and clients. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
04/18/2024
Full time
Job Description: Are you looking for a position to grow your business and auditing skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the industry? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an Audit Director, Project Leader you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. The Expertise and Skills You Bring BA/BS in Accounting, Finance, or related field of study. Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred. 7+ years of external and internal audit or related experience, preferably in financial services. In-depth knowledge of audit practices, tools, techniques, concepts, and trends Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership. Ability to work simultaneously on multiple tasks and lead team priorities and workload. Strong problem solving and analytical skills. Commitment to innovative, collaborative, and digital working style. Strong presentation, written, and interpersonal communication skills. Hands-on work style and ‘can do attitude with a strong desire to make things happen. Knowledge in IT general controls is a plus. The Value You Deliver The Audit Director, Project Leader will be responsible for leading business and/or integrated audits in support of Fidelity s businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: Works with business and technology management to build an understanding of complex functions. Reviews end-to-end business processes and supporting technology workflows prepared by the team to ensure they capture risks and controls embedded throughout the function. Leverages audit automation tools in the evaluation of business operations and systems. Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results. Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. Reviews audit reports drafted by the team to ensure issues identified, including resulting management action plans, are clearly described and include related implications to the business or enterprise as a whole. Coaches and mentors fellow team members. Builds deep working relationships with audit teams and clients. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
Pacific Coast Regional Small Business Development
Los Angeles, California
Become part of a growing organization that offers a wide array of financial, educational and consulting programs designed to promote economic development in the small business community. Pacific Coast Regional Small Business Development Corporation (PCR) is a private, non-profit 501 (C) 3 corporation formed in 1977 to help entrepreneurs take their place as vital contributors to the Southern California economy. Both the US Treasury and the California Organized Investment Network (COIN) certify PCR as a Community Development Financial Institution (CDFI). PCR is also a Small Business Development Center (SBDC) in partnership with the US Small Business Administration (SBA). Job Description: A problem solver who will engage with the accounting team to ensure the organization adheres to standard practices and procedures, contract compliance and safe guards the organization from financial issues. The responsibilities include but not limited to processing Accounts Payable and Accounts Receivable, managing the vendor database, tracking Company credit card expenses, and collaborating on various accounting initiatives. With a keen eye for detail and strong analytical skills, you will ensure accuracy and compliance with regulations, contributing to the overall success of the organization. This role supports the Controller with implementing the strategic vision of the organization through sound fiscal management. Job Responsibilities: Process Accounts Payable and Accounts Receivable entry/reporting and Loan recordings. Manage the vendor database, ensuring vendor data is accurate and updated. Track and record Company credit card expenses. Assist with the management of accounting, auditing, and budgeting within the organization. Research and input cash receipts data into Down Home Solutions accurately and efficiently on a daily basis. Process disbursements and payment transactions for the Lending Department. Prepare journal entries as needed. Work to reconcile accounting inaccuracies or imbalances. Assist with month-end and year-end closing as needed. Ensure compliance with and prepare reports according to applicable government regulations. Use QuickBooks online to maintain records and prepare reports. Coordinate with the lending department on notes receivables debt collection. Coordinate with and prepare reports for upper management and Board of Directors. Contribute to team efforts by accomplishing related tasks as needed. Able to deal with frequent change, delays, or unexpected events and react well under pressure. Support the corporate financial staff with miscellaneous reporting and tasks. Perform additional duties as assigned. Qualifications/Skills: Strong analytical and problem-solving skills. Highly skilled in math, accounting and financial processes. Excellent communication and interpersonal skills. High degree of accuracy and attention to detail, thoroughness and organization. Skilled in time management and the ability to prioritize tasks. Excellent critical thinking skills. Proficiency in Microsoft Excel and financial software. Solid understanding of GAAP and applicable regulations. Education and Experience Requirements: Bachelor's degree in accounting, finance or related field, preferred. 1 to 3 years' experience in accounting, bookkeeping, accounts payable, accounts receivable experience and demonstrate a familiarity with basic accounting principles and procedures. Understanding of Fund accounting a plus. Employment package: Medical, Dental and Vision options 403(b) retirement plan with company match Vacation, Sick and PTO plan Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Compensation: $25 -$38 per hour Process Accounts Payable and Accounts Receivable entry/reporting and Loan recordings. Manage the vendor database, ensuring vendor data is accurate and updated. Track and record Company credit card expenses. Assist with the management of accounting, auditing, and budgeting within the organization. Research and input cash receipts data into Down Home Solutions accurately and efficiently on a daily basis. Process disbursements and payment transactions for the Lending Department. Prepare journal entries as needed. Work to reconcile accounting inaccuracies or imbalances. Assist with month-end and year-end closing as needed. Ensure compliance with and prepare reports according to applicable government regulations. Use QuickBooks online to maintain records and prepare reports. Coordinate with the lending department on notes receivables debt collection. Coordinate with and prepare reports for upper management and Board of Directors. Contribute to team efforts by accomplishing related tasks as needed. Able to deal with frequent change, delays, or unexpected events and react well under pressure. Support the corporate financial staff with miscellaneous reporting and tasks. Perform additional duties as assigned. PI266fb5f79d6d-7130
04/18/2024
Full time
Become part of a growing organization that offers a wide array of financial, educational and consulting programs designed to promote economic development in the small business community. Pacific Coast Regional Small Business Development Corporation (PCR) is a private, non-profit 501 (C) 3 corporation formed in 1977 to help entrepreneurs take their place as vital contributors to the Southern California economy. Both the US Treasury and the California Organized Investment Network (COIN) certify PCR as a Community Development Financial Institution (CDFI). PCR is also a Small Business Development Center (SBDC) in partnership with the US Small Business Administration (SBA). Job Description: A problem solver who will engage with the accounting team to ensure the organization adheres to standard practices and procedures, contract compliance and safe guards the organization from financial issues. The responsibilities include but not limited to processing Accounts Payable and Accounts Receivable, managing the vendor database, tracking Company credit card expenses, and collaborating on various accounting initiatives. With a keen eye for detail and strong analytical skills, you will ensure accuracy and compliance with regulations, contributing to the overall success of the organization. This role supports the Controller with implementing the strategic vision of the organization through sound fiscal management. Job Responsibilities: Process Accounts Payable and Accounts Receivable entry/reporting and Loan recordings. Manage the vendor database, ensuring vendor data is accurate and updated. Track and record Company credit card expenses. Assist with the management of accounting, auditing, and budgeting within the organization. Research and input cash receipts data into Down Home Solutions accurately and efficiently on a daily basis. Process disbursements and payment transactions for the Lending Department. Prepare journal entries as needed. Work to reconcile accounting inaccuracies or imbalances. Assist with month-end and year-end closing as needed. Ensure compliance with and prepare reports according to applicable government regulations. Use QuickBooks online to maintain records and prepare reports. Coordinate with the lending department on notes receivables debt collection. Coordinate with and prepare reports for upper management and Board of Directors. Contribute to team efforts by accomplishing related tasks as needed. Able to deal with frequent change, delays, or unexpected events and react well under pressure. Support the corporate financial staff with miscellaneous reporting and tasks. Perform additional duties as assigned. Qualifications/Skills: Strong analytical and problem-solving skills. Highly skilled in math, accounting and financial processes. Excellent communication and interpersonal skills. High degree of accuracy and attention to detail, thoroughness and organization. Skilled in time management and the ability to prioritize tasks. Excellent critical thinking skills. Proficiency in Microsoft Excel and financial software. Solid understanding of GAAP and applicable regulations. Education and Experience Requirements: Bachelor's degree in accounting, finance or related field, preferred. 1 to 3 years' experience in accounting, bookkeeping, accounts payable, accounts receivable experience and demonstrate a familiarity with basic accounting principles and procedures. Understanding of Fund accounting a plus. Employment package: Medical, Dental and Vision options 403(b) retirement plan with company match Vacation, Sick and PTO plan Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Compensation: $25 -$38 per hour Process Accounts Payable and Accounts Receivable entry/reporting and Loan recordings. Manage the vendor database, ensuring vendor data is accurate and updated. Track and record Company credit card expenses. Assist with the management of accounting, auditing, and budgeting within the organization. Research and input cash receipts data into Down Home Solutions accurately and efficiently on a daily basis. Process disbursements and payment transactions for the Lending Department. Prepare journal entries as needed. Work to reconcile accounting inaccuracies or imbalances. Assist with month-end and year-end closing as needed. Ensure compliance with and prepare reports according to applicable government regulations. Use QuickBooks online to maintain records and prepare reports. Coordinate with the lending department on notes receivables debt collection. Coordinate with and prepare reports for upper management and Board of Directors. Contribute to team efforts by accomplishing related tasks as needed. Able to deal with frequent change, delays, or unexpected events and react well under pressure. Support the corporate financial staff with miscellaneous reporting and tasks. Perform additional duties as assigned. PI266fb5f79d6d-7130
Job Description: The Role Fidelity's Asset Management Technology Division is seeking a Director of Quant Development to join their Fixed Income Embedded Quant Development Team. This is a core software engineering role in our dynamic and fast-paced quantitative development team. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will build high quality, robust, and efficient analytical solutions that will be used to improve Fixed Income's investment processes. This role impacts the organization by improving the quality and time-to-market of Research initiatives through a combination of both analytical and software development skillsets. The assignments will include gathering the ideas, conceptualizing them through a programming language, and creating a packaged solution that can be used by the investment professionals. Primary Location: Merrimack, NH The Expertise and Skills You Bring • Bachelor's (Masters preferred) in a quantitative or computational field such as Computer Science, Applied Mathematics, Statistics, Engineering • 10+ years of experience in a quantitative/computational environment supporting investment management with Fixed Income asset class securities • 5+ years of experience in designing and developing methods and solutions related to Fixed Income analytics, risk & pricing models • Full-stack software development knowledge and critical thinking skills to design optimal solutions for computing fixed income security level analytics • Strong software engineering skills, including C++, Python, shell scripting, SQL, and Linux preferably in a command line environment • Ability to communicate effectively with multiple stakeholders, including fundamental and quantitative researchers and technology partners The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the Fixed Income investment teams on various projects including portfolio construction, risk management, and alpha research. We build high quality, robust, and efficient high-responsive solutions that are used to improve efficiency and decision-making processes. The base salary range for this position is $103,000-$218,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Residential Real Estate Agent, Staff Accountant, and Bilingual Customer Service and others in the Accounting and Finance to apply.
04/18/2024
Full time
Job Description: The Role Fidelity's Asset Management Technology Division is seeking a Director of Quant Development to join their Fixed Income Embedded Quant Development Team. This is a core software engineering role in our dynamic and fast-paced quantitative development team. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will build high quality, robust, and efficient analytical solutions that will be used to improve Fixed Income's investment processes. This role impacts the organization by improving the quality and time-to-market of Research initiatives through a combination of both analytical and software development skillsets. The assignments will include gathering the ideas, conceptualizing them through a programming language, and creating a packaged solution that can be used by the investment professionals. Primary Location: Merrimack, NH The Expertise and Skills You Bring • Bachelor's (Masters preferred) in a quantitative or computational field such as Computer Science, Applied Mathematics, Statistics, Engineering • 10+ years of experience in a quantitative/computational environment supporting investment management with Fixed Income asset class securities • 5+ years of experience in designing and developing methods and solutions related to Fixed Income analytics, risk & pricing models • Full-stack software development knowledge and critical thinking skills to design optimal solutions for computing fixed income security level analytics • Strong software engineering skills, including C++, Python, shell scripting, SQL, and Linux preferably in a command line environment • Ability to communicate effectively with multiple stakeholders, including fundamental and quantitative researchers and technology partners The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the Fixed Income investment teams on various projects including portfolio construction, risk management, and alpha research. We build high quality, robust, and efficient high-responsive solutions that are used to improve efficiency and decision-making processes. The base salary range for this position is $103,000-$218,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Residential Real Estate Agent, Staff Accountant, and Bilingual Customer Service and others in the Accounting and Finance to apply.
TradeWinds Island Resort
Saint Petersburg, Florida
Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in major U.S. gateway cities including New York, Boston, Miami, San Francisco and Honolulu, with a growing Caribbean and Latin America footprint. The hospitality forward company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate has a proven record of developing its diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts with contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team consisting of some of the most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in New York, Chicago, Dallas, London, Miami, and Seattle Location: Discover more sun and more fun! Escape to a tropical beachfront paradise complete with everything you need for the perfect getaway, including delicious dining, beachfront bars, relaxing comforts, and endless activities. Here you'll stay at one, play at two - with two connecting resorts right on the soft white sands of St. Pete Beach. Whether you're looking for family fun, a romantic retreat, a group getaway, or anything in between, it's all here at TradeWinds Island Resorts. Overview: $500 signing-bonus after 4 months of service! Follow your passion all the way to paradise at TradeWinds Island Resort , a Tampa Bay Times Top Workplace for seven years in a row! TradeWinds features two destination resorts just 200 flip flops from one another along the gorgeous Gulf Coast on St. Pete Beach, a Top-Ranked US Beach. The Assistant Director of Finance is responsible for providing consistent leadership in the financial area of the hotel by supplying the accounting staff with guidance and training. He/she is also responsible for focusing on the profitability of the business, maintaining accurate and timely financial reporting, ensuring acceptable levels on internal control, ensuring compliance with all federal, state, and local regulations, and safeguarding owners/investors assets. Responsibilities: Assist Director of Finance in timely preparation of monthly financial statements for the property Prepare, monitor, and accurately record hotel revenues daily by preparation of the Income Journal. Identify all variances to budget and last year. Monitoring and control of hotel operations, cash flow and operating forecasts for the property Under guidance of Director of Finance maintain timely interaction with Department Heads to assure that property operations are on track and under control at all times Preparation of monthly bank reconciliations and general ledger account reconciliations for the property Supervision of accounting department staff Compliance with Highgate Accounting Policies and Procedures and internal controls for our finance and accounting operations Effectively manage and communicate related issues related to management of receivables, payables, daily cash balances, and timely deposits of all funds. Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotel's established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement methodologies to management. Analyze financial data and operations in order to assist Director of Finance and advise Department Heads in maintaining the hotels' financial objectives. With supervision of Director of Finance hire, train, supervise and develop staff, including coaching, counseling and discipline. Preparation of any special reports, statements, etc., as requested. Other special projects and responsibilities as assigned. Qualifications: Bachelors Degree, preferably in Accounting. Strong PC skills including Excel, Word and financial accounting systems. Strong organizational, analytical, verbal and written communication skills. Long hours and sometimes required. Hospitality related financial management and accounting experience desirable.
04/18/2024
Full time
Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in major U.S. gateway cities including New York, Boston, Miami, San Francisco and Honolulu, with a growing Caribbean and Latin America footprint. The hospitality forward company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate has a proven record of developing its diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts with contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team consisting of some of the most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in New York, Chicago, Dallas, London, Miami, and Seattle Location: Discover more sun and more fun! Escape to a tropical beachfront paradise complete with everything you need for the perfect getaway, including delicious dining, beachfront bars, relaxing comforts, and endless activities. Here you'll stay at one, play at two - with two connecting resorts right on the soft white sands of St. Pete Beach. Whether you're looking for family fun, a romantic retreat, a group getaway, or anything in between, it's all here at TradeWinds Island Resorts. Overview: $500 signing-bonus after 4 months of service! Follow your passion all the way to paradise at TradeWinds Island Resort , a Tampa Bay Times Top Workplace for seven years in a row! TradeWinds features two destination resorts just 200 flip flops from one another along the gorgeous Gulf Coast on St. Pete Beach, a Top-Ranked US Beach. The Assistant Director of Finance is responsible for providing consistent leadership in the financial area of the hotel by supplying the accounting staff with guidance and training. He/she is also responsible for focusing on the profitability of the business, maintaining accurate and timely financial reporting, ensuring acceptable levels on internal control, ensuring compliance with all federal, state, and local regulations, and safeguarding owners/investors assets. Responsibilities: Assist Director of Finance in timely preparation of monthly financial statements for the property Prepare, monitor, and accurately record hotel revenues daily by preparation of the Income Journal. Identify all variances to budget and last year. Monitoring and control of hotel operations, cash flow and operating forecasts for the property Under guidance of Director of Finance maintain timely interaction with Department Heads to assure that property operations are on track and under control at all times Preparation of monthly bank reconciliations and general ledger account reconciliations for the property Supervision of accounting department staff Compliance with Highgate Accounting Policies and Procedures and internal controls for our finance and accounting operations Effectively manage and communicate related issues related to management of receivables, payables, daily cash balances, and timely deposits of all funds. Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotel's established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement methodologies to management. Analyze financial data and operations in order to assist Director of Finance and advise Department Heads in maintaining the hotels' financial objectives. With supervision of Director of Finance hire, train, supervise and develop staff, including coaching, counseling and discipline. Preparation of any special reports, statements, etc., as requested. Other special projects and responsibilities as assigned. Qualifications: Bachelors Degree, preferably in Accounting. Strong PC skills including Excel, Word and financial accounting systems. Strong organizational, analytical, verbal and written communication skills. Long hours and sometimes required. Hospitality related financial management and accounting experience desirable.
Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in major U.S. gateway cities including New York, Boston, Miami, San Francisco and Honolulu, with a growing Caribbean and Latin America footprint. The hospitality forward company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate has a proven record of developing its diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts with contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team consisting of some of the most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in New York, Chicago, Dallas, London, Miami, and Seattle Location: Overview: The Assistant Director of Finance is responsible for providing consistent leadership in the financial area of the hotel by supplying the accounting staff with guidance and training. He/she is also responsible for focusing on the profitability of the business, maintaining accurate and timely financial reporting, ensuring acceptable levels on internal control, ensuring compliance with all federal, state, and local regulations, and safeguarding owners/investors assets. Responsibilities: Assist Director of Finance in timely preparation of monthly financial statements for the property Prepare, monitor, and accurately record hotel revenues daily by preparation of the Income Journal. Identify all variances to budget and last year. Monitoring and control of hotel operations, cash flow and operating forecasts for the property Under guidance of Director of Finance maintain timely interaction with Department Heads to assure that property operations are on track and under control at all times Preparation of monthly bank reconciliations and general ledger account reconciliations for the property Supervision of accounting department staff Compliance with Highgate Accounting Policies and Procedures and internal controls for our finance and accounting operations Effectively manage and communicate related issues related to management of receivables, payables, daily cash balances, and timely deposits of all funds. Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotel's established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement methodologies to management. Analyze financial data and operations in order to assist Director of Finance and advise Department Heads in maintaining the hotels' financial objectives. With supervision of Director of Finance hire, train, supervise and develop staff, including coaching, counseling and discipline. Preparation of any special reports, statements, etc., as requested. Other special projects and responsibilities as assigned. Qualifications: At least 2 - 4 years of hotel accounting experience. Bachelors Degree, preferably in Accounting. Strong PC skills including Excel, Word and financial accounting systems. Strong organizational, analytical, verbal and written communication skills. Long hours and sometimes required. Hospitality related financial management and accounting experience desirable.
04/18/2024
Full time
Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in major U.S. gateway cities including New York, Boston, Miami, San Francisco and Honolulu, with a growing Caribbean and Latin America footprint. The hospitality forward company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate has a proven record of developing its diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts with contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team consisting of some of the most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in New York, Chicago, Dallas, London, Miami, and Seattle Location: Overview: The Assistant Director of Finance is responsible for providing consistent leadership in the financial area of the hotel by supplying the accounting staff with guidance and training. He/she is also responsible for focusing on the profitability of the business, maintaining accurate and timely financial reporting, ensuring acceptable levels on internal control, ensuring compliance with all federal, state, and local regulations, and safeguarding owners/investors assets. Responsibilities: Assist Director of Finance in timely preparation of monthly financial statements for the property Prepare, monitor, and accurately record hotel revenues daily by preparation of the Income Journal. Identify all variances to budget and last year. Monitoring and control of hotel operations, cash flow and operating forecasts for the property Under guidance of Director of Finance maintain timely interaction with Department Heads to assure that property operations are on track and under control at all times Preparation of monthly bank reconciliations and general ledger account reconciliations for the property Supervision of accounting department staff Compliance with Highgate Accounting Policies and Procedures and internal controls for our finance and accounting operations Effectively manage and communicate related issues related to management of receivables, payables, daily cash balances, and timely deposits of all funds. Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotel's established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement methodologies to management. Analyze financial data and operations in order to assist Director of Finance and advise Department Heads in maintaining the hotels' financial objectives. With supervision of Director of Finance hire, train, supervise and develop staff, including coaching, counseling and discipline. Preparation of any special reports, statements, etc., as requested. Other special projects and responsibilities as assigned. Qualifications: At least 2 - 4 years of hotel accounting experience. Bachelors Degree, preferably in Accounting. Strong PC skills including Excel, Word and financial accounting systems. Strong organizational, analytical, verbal and written communication skills. Long hours and sometimes required. Hospitality related financial management and accounting experience desirable.
Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the Caribbean. Highgate's portfolio of global properties represents an aggregate asset value exceeding $20B and generates over $5B in cumulative revenues. The company provides expert guidance through all stages of the hospitality property cycle, from planning and development through recapitalization or disposition. Highgate also has the creativity and bandwidth to develop bespoke hotel brands and utilizes industry-leading proprietary revenue management tools that identify and predict evolving market dynamics to drive out performance and maximize asset value. With an executive team consisting of some of the industry's most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in London, New York, Dallas, and Seattle. Location: Hilton Garden Inn Key West / The Keys Collection is a brand new hotel that debuted in Key West, the southernmost city in the continental USA, in April 2016. This upscale hotel is set at the entry point of Key West on North Roosevelt Boulevard and is convenient to the island's best attractions such as Old Town, Mallory Square, Smathers Beach and the Hemingway House. The hotel is also close to Duval Street, the center of the action, where Key West's best restaurants, bars, nightlife and shopping reside. Boasting 141 brand new guest rooms, the hotel's facilities include a restaurant, indoor and outdoor bars, pool and Concierge desk, plus an abundance of complimentary amenities. Overview: At Highgate, we offer excellent benefits to our Associates - Medical, Dental, Vision, Paid time off, Vacation, 8 Paid Holidays per year. Come join our Team on the beautiful Island of Key West. The Complex Director of Finance is responsible for providing consistent leadership in the financial area of the hotel by focusing on the profitability of the business; maintaining accurate and timely financial reporting; ensuring acceptable levels on internal control; ensuring compliance with all federal, state, and local regulations and Highgate Hotels 's Standard Operating Procedures; and safeguarding owners/investors assets. The role oversees the Keys Collection properties which are comprised of Hilton Garden Inn, Fairfield by Marriott, The Gates and 24 North Key West hotels in Key West. Responsibilities: Effectively manage and communicate cash flow related issues. This includes the accurate and timely preparation of monthly financial statements for the property: cash flow statements, management of receivables, payables, cash balances, control mechanisms and timely deposits of all funds. Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotels established guidelines. Monitors and controls Hotel's cash flow and operating forecast. Creates annual budgets and monthly variance analysis. Investigates and critiques variances to budget or to prior year and offer practical improvement methodologies to management. Ensure hotels' compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes. Provide assistance to management in enforcing compliance on all these items. Analyze financial data and operations in order to assist and advise management in maintaining the hotels' financial objectives. Complies with Standard Accounting policies and procedures and internal controls for finance and accounting operations Timely reviews and approval of all balance sheet accounts, including monthly bank reconciliation and general ledger account reconciliations. Establish and continually audit all internal financial controls including purchasing, cash handling, disbursements, inventories, hotel assets, master keys, payroll, and employee records. Successful completion of all internal and external financial audits, including coordination of work with CPA firms and delivering information requested by auditors on a timely basis. Hire, train, supervise and develop staff, including coaching, counseling and discipline. Maintain compliance with Highgate Hotels' standards and regulations to ensure safe and efficient operation of the hotel. Directs or prepares all financial reports in accordance with Highgate Hotels' requirements, meeting various due dates and deadlines. Weekly: A/R & A/P Aging, Flash Reports, Payroll Reports, Revenue Updates Monthly: Financial Statements, Forecasting Key Statistics Report, Cash Flow Annual: Budgets, 5-Year Plans, 5-Year Capital Plans Timely interacts with Executive Committee members to assure that property operations are on track and under control at all times. Monitor hotels' compliance in meeting required report deadlines and due dates and react accordingly. Monitor the accurate production of the hotel daily operating report. Executes other special projects and responsibilities as assigned. Qualifications: At least 5 or more years of Hospitality Finance/Accounting experience. Prior Control or Director of Finance experience, preferably at a premium-branded Hotel. Excellent verbal and written communication skills. Bachelor's degree required preferably in Finance or Accounting. Must supervise 2 or more employees Must be proficient in Windows, Company approved spreadsheets and word processing and in the operation of all hotel-specific systems. Long hours sometimes required. Maintain a warm and friendly demeanor at all times. Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner. Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests. Must be able to multitask and prioritize departmental functions to meet deadlines. Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner. Attend all hotel required meetings and trainings. Participate in M.O.D. coverage as required. Maintain regular attendance in compliance with Highgate Hotels Standards, as required by scheduling, which will vary according to the needs of the hotel. Maintain high standards of personal appearance and grooming, which include wearing nametags. Comply with Highgate Hotels Standards and regulations to encourage safe and efficient hotel operations. Maximize efforts towards productivity, identify problem areas and assist in implementing solutions. Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary. Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives. Must be able to maintain confidentiality of information. Perform other duties as requested by management.
04/18/2024
Full time
Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the Caribbean. Highgate's portfolio of global properties represents an aggregate asset value exceeding $20B and generates over $5B in cumulative revenues. The company provides expert guidance through all stages of the hospitality property cycle, from planning and development through recapitalization or disposition. Highgate also has the creativity and bandwidth to develop bespoke hotel brands and utilizes industry-leading proprietary revenue management tools that identify and predict evolving market dynamics to drive out performance and maximize asset value. With an executive team consisting of some of the industry's most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in London, New York, Dallas, and Seattle. Location: Hilton Garden Inn Key West / The Keys Collection is a brand new hotel that debuted in Key West, the southernmost city in the continental USA, in April 2016. This upscale hotel is set at the entry point of Key West on North Roosevelt Boulevard and is convenient to the island's best attractions such as Old Town, Mallory Square, Smathers Beach and the Hemingway House. The hotel is also close to Duval Street, the center of the action, where Key West's best restaurants, bars, nightlife and shopping reside. Boasting 141 brand new guest rooms, the hotel's facilities include a restaurant, indoor and outdoor bars, pool and Concierge desk, plus an abundance of complimentary amenities. Overview: At Highgate, we offer excellent benefits to our Associates - Medical, Dental, Vision, Paid time off, Vacation, 8 Paid Holidays per year. Come join our Team on the beautiful Island of Key West. The Complex Director of Finance is responsible for providing consistent leadership in the financial area of the hotel by focusing on the profitability of the business; maintaining accurate and timely financial reporting; ensuring acceptable levels on internal control; ensuring compliance with all federal, state, and local regulations and Highgate Hotels 's Standard Operating Procedures; and safeguarding owners/investors assets. The role oversees the Keys Collection properties which are comprised of Hilton Garden Inn, Fairfield by Marriott, The Gates and 24 North Key West hotels in Key West. Responsibilities: Effectively manage and communicate cash flow related issues. This includes the accurate and timely preparation of monthly financial statements for the property: cash flow statements, management of receivables, payables, cash balances, control mechanisms and timely deposits of all funds. Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotels established guidelines. Monitors and controls Hotel's cash flow and operating forecast. Creates annual budgets and monthly variance analysis. Investigates and critiques variances to budget or to prior year and offer practical improvement methodologies to management. Ensure hotels' compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes. Provide assistance to management in enforcing compliance on all these items. Analyze financial data and operations in order to assist and advise management in maintaining the hotels' financial objectives. Complies with Standard Accounting policies and procedures and internal controls for finance and accounting operations Timely reviews and approval of all balance sheet accounts, including monthly bank reconciliation and general ledger account reconciliations. Establish and continually audit all internal financial controls including purchasing, cash handling, disbursements, inventories, hotel assets, master keys, payroll, and employee records. Successful completion of all internal and external financial audits, including coordination of work with CPA firms and delivering information requested by auditors on a timely basis. Hire, train, supervise and develop staff, including coaching, counseling and discipline. Maintain compliance with Highgate Hotels' standards and regulations to ensure safe and efficient operation of the hotel. Directs or prepares all financial reports in accordance with Highgate Hotels' requirements, meeting various due dates and deadlines. Weekly: A/R & A/P Aging, Flash Reports, Payroll Reports, Revenue Updates Monthly: Financial Statements, Forecasting Key Statistics Report, Cash Flow Annual: Budgets, 5-Year Plans, 5-Year Capital Plans Timely interacts with Executive Committee members to assure that property operations are on track and under control at all times. Monitor hotels' compliance in meeting required report deadlines and due dates and react accordingly. Monitor the accurate production of the hotel daily operating report. Executes other special projects and responsibilities as assigned. Qualifications: At least 5 or more years of Hospitality Finance/Accounting experience. Prior Control or Director of Finance experience, preferably at a premium-branded Hotel. Excellent verbal and written communication skills. Bachelor's degree required preferably in Finance or Accounting. Must supervise 2 or more employees Must be proficient in Windows, Company approved spreadsheets and word processing and in the operation of all hotel-specific systems. Long hours sometimes required. Maintain a warm and friendly demeanor at all times. Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner. Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests. Must be able to multitask and prioritize departmental functions to meet deadlines. Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner. Attend all hotel required meetings and trainings. Participate in M.O.D. coverage as required. Maintain regular attendance in compliance with Highgate Hotels Standards, as required by scheduling, which will vary according to the needs of the hotel. Maintain high standards of personal appearance and grooming, which include wearing nametags. Comply with Highgate Hotels Standards and regulations to encourage safe and efficient hotel operations. Maximize efforts towards productivity, identify problem areas and assist in implementing solutions. Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary. Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives. Must be able to maintain confidentiality of information. Perform other duties as requested by management.
Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in major U.S. gateway cities including New York, Boston, Miami, San Francisco and Honolulu, with a growing Caribbean and Latin America footprint. The hospitality forward company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate has a proven record of developing its diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts with contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team consisting of some of the most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in New York, Chicago, Dallas, London, Miami, and Seattle Location: As the largest smoke-free, non-gaming hotel in Las Vegas, the 548-room Renaissance is a fresh, welcoming alternative for business and leisure travelers. Sleek and stylish, the hotel delivers modern design and sophisticated details throughout their guest rooms, social venues and the signature restaurant, ENVY Steakhouse. The hotel offers exciting programming including 50-minute fitness classes, Kona Craft Beer, and an in-room amenity upon arrival, all complimentary to the guest. Overview: The Complex Assistant Director of Finance is responsible for providing consistent leadership within the market finance office by supplying the accounting staff with guidance and training. He/she is also responsible for focusing on the profitability of the business, maintaining accurate and timely financial reporting, ensuring acceptable levels on internal control, ensuring compliance with all federal, state, and local regulations, and safeguarding owners/investors assets. Responsibilities: Assist Area Director of Finance in timely preparation of monthly financial statements for all properties within the market cluster. Prepare, monitor, and accurately record property revenues daily by reviewing the Income Journal. Identify all variances to budget and last year. Monitoring and control of hotel operations, cash flow and operating forecasts for each property Under guidance of Area Director of Finance, maintain timely interaction with property Department Heads to assure that all property operations are on track and under control at all times Preparation of monthly bank reconciliations and general ledger account reconciliations for all properties Supervision of market accounting department staff Compliance with Highgate Accounting Policies and Procedures and internal controls for our finance and accounting operations Effectively manage and communicate issues related to management of receivables, payables, daily cash balances, and timely deposits of all funds. Monitor all hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotel's established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement methodologies to management. Analyze financial data and operations in order to assist the Area Director of Finance and advise Department Heads in maintaining the individual property's financial objectives. With supervision of Area Director of Finance, hire, train, supervise and develop staff, including coaching, counseling and discipline. Preparation of any special reports, statements, etc., as requested. Must be able to prioritize regional, or hotel, or departmental functions in order to meet all deadlines. Ensure hotels' compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes. Provide assistance to management in enforcing compliance on all these items Qualifications: Bachelors Degree, preferably in Accounting. Strong PC skills including Excel, Word and financial accounting systems. Strong organizational, analytical, verbal and written communication skills. Long hours are sometimes required. Hospitality related financial management and accounting experience desirable.
04/18/2024
Full time
Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in major U.S. gateway cities including New York, Boston, Miami, San Francisco and Honolulu, with a growing Caribbean and Latin America footprint. The hospitality forward company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate has a proven record of developing its diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts with contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team consisting of some of the most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in New York, Chicago, Dallas, London, Miami, and Seattle Location: As the largest smoke-free, non-gaming hotel in Las Vegas, the 548-room Renaissance is a fresh, welcoming alternative for business and leisure travelers. Sleek and stylish, the hotel delivers modern design and sophisticated details throughout their guest rooms, social venues and the signature restaurant, ENVY Steakhouse. The hotel offers exciting programming including 50-minute fitness classes, Kona Craft Beer, and an in-room amenity upon arrival, all complimentary to the guest. Overview: The Complex Assistant Director of Finance is responsible for providing consistent leadership within the market finance office by supplying the accounting staff with guidance and training. He/she is also responsible for focusing on the profitability of the business, maintaining accurate and timely financial reporting, ensuring acceptable levels on internal control, ensuring compliance with all federal, state, and local regulations, and safeguarding owners/investors assets. Responsibilities: Assist Area Director of Finance in timely preparation of monthly financial statements for all properties within the market cluster. Prepare, monitor, and accurately record property revenues daily by reviewing the Income Journal. Identify all variances to budget and last year. Monitoring and control of hotel operations, cash flow and operating forecasts for each property Under guidance of Area Director of Finance, maintain timely interaction with property Department Heads to assure that all property operations are on track and under control at all times Preparation of monthly bank reconciliations and general ledger account reconciliations for all properties Supervision of market accounting department staff Compliance with Highgate Accounting Policies and Procedures and internal controls for our finance and accounting operations Effectively manage and communicate issues related to management of receivables, payables, daily cash balances, and timely deposits of all funds. Monitor all hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotel's established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement methodologies to management. Analyze financial data and operations in order to assist the Area Director of Finance and advise Department Heads in maintaining the individual property's financial objectives. With supervision of Area Director of Finance, hire, train, supervise and develop staff, including coaching, counseling and discipline. Preparation of any special reports, statements, etc., as requested. Must be able to prioritize regional, or hotel, or departmental functions in order to meet all deadlines. Ensure hotels' compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes. Provide assistance to management in enforcing compliance on all these items Qualifications: Bachelors Degree, preferably in Accounting. Strong PC skills including Excel, Word and financial accounting systems. Strong organizational, analytical, verbal and written communication skills. Long hours are sometimes required. Hospitality related financial management and accounting experience desirable.
Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the Caribbean. Highgate's portfolio of global properties represents an aggregate asset value exceeding $20B and generates over $5B in cumulative revenues. The company provides expert guidance through all stages of the hospitality property cycle, from planning and development through recapitalization or disposition. Highgate also has the creativity and bandwidth to develop bespoke hotel brands and utilizes industry-leading proprietary revenue management tools that identify and predict evolving market dynamics to drive out performance and maximize asset value. With an executive team consisting of some of the industry's most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in London, New York, Dallas, and Seattle. Location: AC Honolulu, HI Overview: The Controller is responsible for providing consistent leadership in the financial area of the hotel by supplying management with guidance and training. He/she is also responsible for focusing on the profitability of the business, maintaining accurate and timely financial reporting, ensuring acceptable levels on internal control, ensuring compliance with all federal, state, and local regulations, and safeguarding owners/investors assets. Responsibilities: General Requirements Maintain a warm and friendly demeanor at all times. Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner. Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests. Must be able to multitask and prioritize departmental functions to meet deadlines. Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner. Attend all hotel required meetings and trainings. Participate in M.O.D. coverage as required. Maintain regular attendance in compliance with Highgate Hotels Standards, as required by scheduling, which will vary according to the needs of the hotel. Maintain high standards of personal appearance and grooming, which include wearing nametags. Comply with Highgate Hotels Standards and regulations to encourage safe and efficient hotel operations. Maximize efforts towards productivity, identify problem areas and assist in implementing solutions. Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary. Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives. Must be able to maintain confidentiality of information. Perform other duties as requested by management. Fundamental Requirements: Effectively manage and communicate cash flow related issues. This includes the accurate and timely preparation of cash flow statements, management of receivables, payables, cash balances, control mechanisms and timely deposits of all funds. Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotels's established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement methodologies to management. Monitor the capital planning process by assisting management with the calculation of return on capital improvements, gathering support and monitoring the bid process, and ensuring proper upkeep of the property by evaluating scope of work and specifications. Ensure hotels' compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes. Provide assistance to management in enforcing compliance on all these items. Analyze financial data and operations in order to assist and advise management in maintaining the hotels' financial objectives. Ensure that all balance sheet accounts, including bank reconciliation's are reconciled on a timely basis. Establish and continually audit all internal financial controls including purchasing, cash handling, disbursements, inventories, hotel assets, master keys, payroll, and employee records. Embrace a continuous growth environment by actively assisting in recruiting, reviewing, recommending and maintaining an inventory of Directors of Financial Services, Assistant Directors of Financial Services, Assistant Directors of Financial Services Trainees, Accounting Managers, Controllers, Assistant Controllers and other managers for the organization. Continually focus on training and development programs for the Accounting associates to cultivate the "brightest" and "best" talent within the industry. Ensure implementation and completion of all Accounting Key Competencies, both management and hourly. Hire, train, supervise and develop staff, including coaching, counseling and discipline. Maintain compliance with Highgate Hotels' standards and regulations to ensure safe and efficient operation of the hotel. Ensure the proper utilization, maintenance and periodic upgrades of all equipment. Conduct and/or attend and contribute to periodic meetings to maintain favorable working relationships among employees and promote maximum morale, productivity, and efficiency. Monitor hotels' compliance in meeting required report deadlines and due dates and react accordingly. Monitor the accurate production of the hotel daily operating report. Qualifications: Education & Experience: A minimum of 6 years of related progressive experience in hotel Accounting or related field; or a 4-year college degree with an Accounting/ Finance concentration and a minimum of 2 years of related progressive experience; or a 2-year college degree and a minimum of 4 years of related progressive experience. Must be proficient in Windows, Company approved spreadsheets and word processing and in the operation of all hotel-specific systems. Salary Range $100k - $110k / year
04/18/2024
Full time
Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the Caribbean. Highgate's portfolio of global properties represents an aggregate asset value exceeding $20B and generates over $5B in cumulative revenues. The company provides expert guidance through all stages of the hospitality property cycle, from planning and development through recapitalization or disposition. Highgate also has the creativity and bandwidth to develop bespoke hotel brands and utilizes industry-leading proprietary revenue management tools that identify and predict evolving market dynamics to drive out performance and maximize asset value. With an executive team consisting of some of the industry's most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in London, New York, Dallas, and Seattle. Location: AC Honolulu, HI Overview: The Controller is responsible for providing consistent leadership in the financial area of the hotel by supplying management with guidance and training. He/she is also responsible for focusing on the profitability of the business, maintaining accurate and timely financial reporting, ensuring acceptable levels on internal control, ensuring compliance with all federal, state, and local regulations, and safeguarding owners/investors assets. Responsibilities: General Requirements Maintain a warm and friendly demeanor at all times. Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner. Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests. Must be able to multitask and prioritize departmental functions to meet deadlines. Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner. Attend all hotel required meetings and trainings. Participate in M.O.D. coverage as required. Maintain regular attendance in compliance with Highgate Hotels Standards, as required by scheduling, which will vary according to the needs of the hotel. Maintain high standards of personal appearance and grooming, which include wearing nametags. Comply with Highgate Hotels Standards and regulations to encourage safe and efficient hotel operations. Maximize efforts towards productivity, identify problem areas and assist in implementing solutions. Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary. Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives. Must be able to maintain confidentiality of information. Perform other duties as requested by management. Fundamental Requirements: Effectively manage and communicate cash flow related issues. This includes the accurate and timely preparation of cash flow statements, management of receivables, payables, cash balances, control mechanisms and timely deposits of all funds. Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotels's established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement methodologies to management. Monitor the capital planning process by assisting management with the calculation of return on capital improvements, gathering support and monitoring the bid process, and ensuring proper upkeep of the property by evaluating scope of work and specifications. Ensure hotels' compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes. Provide assistance to management in enforcing compliance on all these items. Analyze financial data and operations in order to assist and advise management in maintaining the hotels' financial objectives. Ensure that all balance sheet accounts, including bank reconciliation's are reconciled on a timely basis. Establish and continually audit all internal financial controls including purchasing, cash handling, disbursements, inventories, hotel assets, master keys, payroll, and employee records. Embrace a continuous growth environment by actively assisting in recruiting, reviewing, recommending and maintaining an inventory of Directors of Financial Services, Assistant Directors of Financial Services, Assistant Directors of Financial Services Trainees, Accounting Managers, Controllers, Assistant Controllers and other managers for the organization. Continually focus on training and development programs for the Accounting associates to cultivate the "brightest" and "best" talent within the industry. Ensure implementation and completion of all Accounting Key Competencies, both management and hourly. Hire, train, supervise and develop staff, including coaching, counseling and discipline. Maintain compliance with Highgate Hotels' standards and regulations to ensure safe and efficient operation of the hotel. Ensure the proper utilization, maintenance and periodic upgrades of all equipment. Conduct and/or attend and contribute to periodic meetings to maintain favorable working relationships among employees and promote maximum morale, productivity, and efficiency. Monitor hotels' compliance in meeting required report deadlines and due dates and react accordingly. Monitor the accurate production of the hotel daily operating report. Qualifications: Education & Experience: A minimum of 6 years of related progressive experience in hotel Accounting or related field; or a 4-year college degree with an Accounting/ Finance concentration and a minimum of 2 years of related progressive experience; or a 2-year college degree and a minimum of 4 years of related progressive experience. Must be proficient in Windows, Company approved spreadsheets and word processing and in the operation of all hotel-specific systems. Salary Range $100k - $110k / year
Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the Caribbean. Highgate's portfolio of global properties represents an aggregate asset value exceeding $20B and generates over $5B in cumulative revenues. The company provides expert guidance through all stages of the hospitality property cycle, from planning and development through recapitalization or disposition. Highgate also has the creativity and bandwidth to develop bespoke hotel brands and utilizes industry leading proprietary revenue management tools that identify and predict evolving market dynamics to drive out performance and maximize asset value. With an executive team consisting of some of the industry's most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in London, New York, Dallas, and Seattle. Location: the goodtime hotel is a newly developed mixed-use project designed Morris Adjmi and Ken Fulk offering over 45,000 SF of ground floor and retail opportunities in the heart of Miami Beach. The modern, expansive storefronts can accommodate configurations ranging from 500 to 5,000+ SF of purpose-built retail space with frontages along Washington Ave., 6th St. and 7th St. - providing unparalleled branding exposure to the millions of tourists who visit Miami each year. Overview: The Assistant Director of Finance is responsible for providing consistent leadership in the financial area of the hotel by supplying the accounting staff with guidance and training. He/she is also responsible for focusing on the profitability of the business, maintaining accurate and timely financial reporting, ensuring acceptable levels on internal control, ensuring compliance with all federal, state, and local regulations, and safeguarding owners/investors assets. Responsibilities: Assist Director of Finance in timely preparation of monthly financial statements for the property Prepare, monitor, and accurately record hotel revenues daily by preparation of the Income Journal. Identify all variances to budget and last year. Monitoring and control of hotel operations, cash flow and operating forecasts for the property Under guidance of Director of Finance maintain timely interaction with Department Heads to assure that property operations are on track and under control at all times Preparation of monthly bank reconciliations and general ledger account reconciliations for the property Supervision of accounting department staff Compliance with Highgate Accounting Policies and Procedures and internal controls for our finance and accounting operations Effectively manage and communicate related issues related to management of receivables, payables, daily cash balances, and timely deposits of all funds. Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotel's established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement methodologies to management. Analyze financial data and operations in order to assist Director of Finance and advise Department Heads in maintaining the hotels' financial objectives. With supervision of Director of Finance hire, train, supervise and develop staff, including coaching, counseling and discipline. Preparation of any special reports, statements, etc., as requested. Other special projects and responsibilities as assigned. Qualifications: Bachelors Degree, preferably in Accounting. Strong PC skills including Excel, Word and financial accounting systems. Strong organizational, analytical, verbal and written communication skills. Long hours and sometimes required. Hospitality related financial management and accounting experience desirable.
04/18/2024
Full time
Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the Caribbean. Highgate's portfolio of global properties represents an aggregate asset value exceeding $20B and generates over $5B in cumulative revenues. The company provides expert guidance through all stages of the hospitality property cycle, from planning and development through recapitalization or disposition. Highgate also has the creativity and bandwidth to develop bespoke hotel brands and utilizes industry leading proprietary revenue management tools that identify and predict evolving market dynamics to drive out performance and maximize asset value. With an executive team consisting of some of the industry's most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in London, New York, Dallas, and Seattle. Location: the goodtime hotel is a newly developed mixed-use project designed Morris Adjmi and Ken Fulk offering over 45,000 SF of ground floor and retail opportunities in the heart of Miami Beach. The modern, expansive storefronts can accommodate configurations ranging from 500 to 5,000+ SF of purpose-built retail space with frontages along Washington Ave., 6th St. and 7th St. - providing unparalleled branding exposure to the millions of tourists who visit Miami each year. Overview: The Assistant Director of Finance is responsible for providing consistent leadership in the financial area of the hotel by supplying the accounting staff with guidance and training. He/she is also responsible for focusing on the profitability of the business, maintaining accurate and timely financial reporting, ensuring acceptable levels on internal control, ensuring compliance with all federal, state, and local regulations, and safeguarding owners/investors assets. Responsibilities: Assist Director of Finance in timely preparation of monthly financial statements for the property Prepare, monitor, and accurately record hotel revenues daily by preparation of the Income Journal. Identify all variances to budget and last year. Monitoring and control of hotel operations, cash flow and operating forecasts for the property Under guidance of Director of Finance maintain timely interaction with Department Heads to assure that property operations are on track and under control at all times Preparation of monthly bank reconciliations and general ledger account reconciliations for the property Supervision of accounting department staff Compliance with Highgate Accounting Policies and Procedures and internal controls for our finance and accounting operations Effectively manage and communicate related issues related to management of receivables, payables, daily cash balances, and timely deposits of all funds. Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotel's established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement methodologies to management. Analyze financial data and operations in order to assist Director of Finance and advise Department Heads in maintaining the hotels' financial objectives. With supervision of Director of Finance hire, train, supervise and develop staff, including coaching, counseling and discipline. Preparation of any special reports, statements, etc., as requested. Other special projects and responsibilities as assigned. Qualifications: Bachelors Degree, preferably in Accounting. Strong PC skills including Excel, Word and financial accounting systems. Strong organizational, analytical, verbal and written communication skills. Long hours and sometimes required. Hospitality related financial management and accounting experience desirable.
This role could be hybrid (preferred) or remote based on proximity to an office location. The Director of Investment Accounting will provide professional management direction and oversight for the investment accounting activities of the organization. Responsible for the evaluation and delivery of internal and external investment accounting needs, including the review and development of existing and new GAAP and statutory reports, implementation of new information technology, and assistance of new investment accounting initiatives with other business partners. At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services. What you do Responsible for the Investment Accounting function, including oversight and direction of GAAP and statutory accounting, and reporting for all asset classes in the Company's consolidated investment portfolio and its subsidiaries and affiliates. Ensure accurate month-end, quarter-end and annual reporting of balances relating to investment assets, liabilities, income and expenses on a GAAP and statutory basis of accounting. Build and maintain external relationships with auditors, vendors and other business partners and leverage relationships to ensure continuity of services provided. Act as liaison for investment related requests and oversee RFP process for any services or products evaluated. Build and maintain internal relationships with diverse lines of businesses and other parts of the organization, including financial reporting, tax, treasury, and investment operations to support their specific needs. Develop continuous process improvement strategy which includes automation and the implementation of new technology, processes, and reporting, and strengthens controls over investment accounting. Assist management in the development of key business indicators, metrics, analytic reports, and investment-related strategies. Communicate to business leaders and internal business partners on the same. Stay abreast of financial reporting and regulatory developments related to investment accounting which can impact the Company and facilitate compliance with such regulations. Manage a small team of investment accounting professionals, including establishing and monitoring of goals, reviewing work completed by team on a timely basis, and ensuring proper communication of investment accounting and corporate policies, practices, and performance. Additional duties as required. What you bring Bachelor's degree or equivalent experience required. 7 -10 years of related experience required in the areas of investment accounting, financial reporting, internal controls, process improvement, and the broader accounting profession, including GAAP and statutory requirements. Certified Public Accountant (CPA) or other finance related certification desired. 4 or more years of management or people leadership experience required. Highly effective skills in organization, managing multiple tasks and projects simultaneously, oral and communication, and analytical and problem-solving. Basic Word and Intermediate Excel required. PFI/PAM, Precision, and Oracle experience preferred. What We Offer Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. We're committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities. A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others. Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities. An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Salary Range: $119,631-$161,502-$203,373
04/18/2024
Full time
This role could be hybrid (preferred) or remote based on proximity to an office location. The Director of Investment Accounting will provide professional management direction and oversight for the investment accounting activities of the organization. Responsible for the evaluation and delivery of internal and external investment accounting needs, including the review and development of existing and new GAAP and statutory reports, implementation of new information technology, and assistance of new investment accounting initiatives with other business partners. At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services. What you do Responsible for the Investment Accounting function, including oversight and direction of GAAP and statutory accounting, and reporting for all asset classes in the Company's consolidated investment portfolio and its subsidiaries and affiliates. Ensure accurate month-end, quarter-end and annual reporting of balances relating to investment assets, liabilities, income and expenses on a GAAP and statutory basis of accounting. Build and maintain external relationships with auditors, vendors and other business partners and leverage relationships to ensure continuity of services provided. Act as liaison for investment related requests and oversee RFP process for any services or products evaluated. Build and maintain internal relationships with diverse lines of businesses and other parts of the organization, including financial reporting, tax, treasury, and investment operations to support their specific needs. Develop continuous process improvement strategy which includes automation and the implementation of new technology, processes, and reporting, and strengthens controls over investment accounting. Assist management in the development of key business indicators, metrics, analytic reports, and investment-related strategies. Communicate to business leaders and internal business partners on the same. Stay abreast of financial reporting and regulatory developments related to investment accounting which can impact the Company and facilitate compliance with such regulations. Manage a small team of investment accounting professionals, including establishing and monitoring of goals, reviewing work completed by team on a timely basis, and ensuring proper communication of investment accounting and corporate policies, practices, and performance. Additional duties as required. What you bring Bachelor's degree or equivalent experience required. 7 -10 years of related experience required in the areas of investment accounting, financial reporting, internal controls, process improvement, and the broader accounting profession, including GAAP and statutory requirements. Certified Public Accountant (CPA) or other finance related certification desired. 4 or more years of management or people leadership experience required. Highly effective skills in organization, managing multiple tasks and projects simultaneously, oral and communication, and analytical and problem-solving. Basic Word and Intermediate Excel required. PFI/PAM, Precision, and Oracle experience preferred. What We Offer Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. We're committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities. A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others. Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities. An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Salary Range: $119,631-$161,502-$203,373
Heritage-Crystal Clean, Inc.
Hoffman Estates, Illinois
Crystal Clean (CC) is one of the nation's leading privately held companies in the environmental waste services industry. We are seeking highly motivated individuals with a strong work ethic to join our rapidly growing company. Crystal Clean offers competitive compensation, excellent benefits, and opportunities for advancement. We are willing to provide complete training for this opportunity! Purpose: The role of the Financial Analyst will be to gather, develop, translate and deliver financial information within the company. Primarily responsibilities will be to play an integral role in the budgeting and forecasting processes, along with financial modeling, reporting, treasury oversight and other ad-hoc projects. In addition, this role will be required to provide variance analysis on performance against budget and forecasts on a periodic basis by working closely with the Finance team as well as business unit leaders, controllers, operations managers and other functional leaders. Essential Duties: Forecasting & Budgeting: Participate heavily in the annual planning/budget process with accounting/finance department, senior management, and various department heads Understand the key drivers of business performance in each of Crystal Clean's lines of business and incorporate that knowledge into business planning Learn the current budgeting and forecasting models and contribute to ongoing development of the models for each line of business and Corporate expenses Develop an expert level of knowledge of the budgeting, forecasting and financial analysis software used by the company. Develop quarterly capital expenditure and cash flow forecasts Drive the budgeting process based on business metrics and measure the same for Actual vs. Plan and Actual vs. Forecast. Develop methodologies, dashboards, and models for lines of business budgeting and reporting. Drive simplification and standardization across the various functions of the company. Assist with preparing presentations and analytical material to be presented to Senior Management and the Board of Directors Oversee and manage the continued development of planning tools, business modeling, and dashboard reporting Financial Analysis/Ad-Hoc Analysis: Work with business leadership to analyze business opportunities, process improvement programs, and research of various industry/company trends. Provide in-depth return on investment analysis for intermediate to large capital expenditures Perform post-investment reviews on large capital expenditures to measure performance against expectation Prepare a variety of routine and specialized reports for management for use in analyzing efficiencies and profitability. Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures Supporting senior management team and departments heads with analysis as requested Treasury: Work with Finance & Treasury Manager and Sr. Financial Analyst on reconciling daily cash Develop and maintain relationships with different banking partners Oversee and analyze Crystal Clean's debt structure Perform adhoc payment processes (wire and ACH payments) Other Duties: Other duties as assigned Position Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The following requirements are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Core Competencies Exemplify Crystal Clean's values through safety, honesty, accountability, relationships, respect, inclusivity, and excellence Capability to conform to established schedules and deadlines Leadership and professionalism Ability to read and comprehend detailed financial statements Strong written and verbal communication abilities Excellent attention to detail and problem-solving skills. Present a positive image of Heritage-Crystal Clean to fellow employees, external contacts, and the general public Highest standards of accuracy and precision; highly organized. Ability to think creatively, highly driven and self-motivated Ability to interpret complex data. Must be able to prioritize. Ability to work under tight deadlines. Work Experience 1 to 3 years of work experience in Accounting/Finance, preferably with exposure to financial planning & analysis processes and systems Education, Certificates, Licenses, or Designations Bachelor's degree in finance, Accounting, or related field Specific Skills Excellent data mining skills required Strong analytical and quantitative skills Strong communication and interpersonal skills are essential to interface with Senior Management on a regular basis Financial analysis and budgeting skills Development of business planning models a strong plus Strong proficiency in Microsoft Excel NetSuite software experience is a plus Intermediate knowledge of other Microsoft Office applications Essbase experience a plus Work Environment: While performing essential duties of this position an individual regularly works indoors and may be required to sit for long periods. Individual will be required to regularly talk, hear, see and often reach with hands, stand, walk, use a computer keyboard, mouse, telephone, and other office equipment. Noise level of the environment is generally quiet. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties. Benefits Medical and Dental 401K Competitive salary Paid time off Short-term disability Life and accident insurance Advancement opportunities Employee Stock Purchase Plan Crystal Clean LLC is an Equal Opportunity Employer. Crystal Clean expressly values diversity, equity, and inclusion, and encourages the applications of individuals from diverse backgrounds, so that Crystal Clean reflects the communities and customers that we serve.
04/17/2024
Full time
Crystal Clean (CC) is one of the nation's leading privately held companies in the environmental waste services industry. We are seeking highly motivated individuals with a strong work ethic to join our rapidly growing company. Crystal Clean offers competitive compensation, excellent benefits, and opportunities for advancement. We are willing to provide complete training for this opportunity! Purpose: The role of the Financial Analyst will be to gather, develop, translate and deliver financial information within the company. Primarily responsibilities will be to play an integral role in the budgeting and forecasting processes, along with financial modeling, reporting, treasury oversight and other ad-hoc projects. In addition, this role will be required to provide variance analysis on performance against budget and forecasts on a periodic basis by working closely with the Finance team as well as business unit leaders, controllers, operations managers and other functional leaders. Essential Duties: Forecasting & Budgeting: Participate heavily in the annual planning/budget process with accounting/finance department, senior management, and various department heads Understand the key drivers of business performance in each of Crystal Clean's lines of business and incorporate that knowledge into business planning Learn the current budgeting and forecasting models and contribute to ongoing development of the models for each line of business and Corporate expenses Develop an expert level of knowledge of the budgeting, forecasting and financial analysis software used by the company. Develop quarterly capital expenditure and cash flow forecasts Drive the budgeting process based on business metrics and measure the same for Actual vs. Plan and Actual vs. Forecast. Develop methodologies, dashboards, and models for lines of business budgeting and reporting. Drive simplification and standardization across the various functions of the company. Assist with preparing presentations and analytical material to be presented to Senior Management and the Board of Directors Oversee and manage the continued development of planning tools, business modeling, and dashboard reporting Financial Analysis/Ad-Hoc Analysis: Work with business leadership to analyze business opportunities, process improvement programs, and research of various industry/company trends. Provide in-depth return on investment analysis for intermediate to large capital expenditures Perform post-investment reviews on large capital expenditures to measure performance against expectation Prepare a variety of routine and specialized reports for management for use in analyzing efficiencies and profitability. Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures Supporting senior management team and departments heads with analysis as requested Treasury: Work with Finance & Treasury Manager and Sr. Financial Analyst on reconciling daily cash Develop and maintain relationships with different banking partners Oversee and analyze Crystal Clean's debt structure Perform adhoc payment processes (wire and ACH payments) Other Duties: Other duties as assigned Position Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The following requirements are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Core Competencies Exemplify Crystal Clean's values through safety, honesty, accountability, relationships, respect, inclusivity, and excellence Capability to conform to established schedules and deadlines Leadership and professionalism Ability to read and comprehend detailed financial statements Strong written and verbal communication abilities Excellent attention to detail and problem-solving skills. Present a positive image of Heritage-Crystal Clean to fellow employees, external contacts, and the general public Highest standards of accuracy and precision; highly organized. Ability to think creatively, highly driven and self-motivated Ability to interpret complex data. Must be able to prioritize. Ability to work under tight deadlines. Work Experience 1 to 3 years of work experience in Accounting/Finance, preferably with exposure to financial planning & analysis processes and systems Education, Certificates, Licenses, or Designations Bachelor's degree in finance, Accounting, or related field Specific Skills Excellent data mining skills required Strong analytical and quantitative skills Strong communication and interpersonal skills are essential to interface with Senior Management on a regular basis Financial analysis and budgeting skills Development of business planning models a strong plus Strong proficiency in Microsoft Excel NetSuite software experience is a plus Intermediate knowledge of other Microsoft Office applications Essbase experience a plus Work Environment: While performing essential duties of this position an individual regularly works indoors and may be required to sit for long periods. Individual will be required to regularly talk, hear, see and often reach with hands, stand, walk, use a computer keyboard, mouse, telephone, and other office equipment. Noise level of the environment is generally quiet. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties. Benefits Medical and Dental 401K Competitive salary Paid time off Short-term disability Life and accident insurance Advancement opportunities Employee Stock Purchase Plan Crystal Clean LLC is an Equal Opportunity Employer. Crystal Clean expressly values diversity, equity, and inclusion, and encourages the applications of individuals from diverse backgrounds, so that Crystal Clean reflects the communities and customers that we serve.
Job Description: The Role Fidelity's Asset Management Technology Division is seeking a Director of Quant Development to join their Fixed Income Embedded Quant Development Team. This is a core software engineering role in our dynamic and fast-paced quantitative development team. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will build high quality, robust, and efficient analytical solutions that will be used to improve Fixed Income's investment processes. This role impacts the organization by improving the quality and time-to-market of Research initiatives through a combination of both analytical and software development skillsets. The assignments will include gathering the ideas, conceptualizing them through a programming language, and creating a packaged solution that can be used by the investment professionals. Primary Location: Merrimack, NH The Expertise and Skills You Bring • Bachelor's (Masters preferred) in a quantitative or computational field such as Computer Science, Applied Mathematics, Statistics, Engineering • 10+ years of experience in a quantitative/computational environment supporting investment management with Fixed Income asset class securities • 5+ years of experience in designing and developing methods and solutions related to Fixed Income analytics, risk & pricing models • Full-stack software development knowledge and critical thinking skills to design optimal solutions for computing fixed income security level analytics • Strong software engineering skills, including C++, Python, shell scripting, SQL, and Linux preferably in a command line environment • Ability to communicate effectively with multiple stakeholders, including fundamental and quantitative researchers and technology partners The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the Fixed Income investment teams on various projects including portfolio construction, risk management, and alpha research. We build high quality, robust, and efficient high-responsive solutions that are used to improve efficiency and decision-making processes. The base salary range for this position is $103,000-$218,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Residential Real Estate Agent, Staff Accountant, and Bilingual Customer Service and others in the Accounting and Finance to apply.
04/17/2024
Full time
Job Description: The Role Fidelity's Asset Management Technology Division is seeking a Director of Quant Development to join their Fixed Income Embedded Quant Development Team. This is a core software engineering role in our dynamic and fast-paced quantitative development team. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will build high quality, robust, and efficient analytical solutions that will be used to improve Fixed Income's investment processes. This role impacts the organization by improving the quality and time-to-market of Research initiatives through a combination of both analytical and software development skillsets. The assignments will include gathering the ideas, conceptualizing them through a programming language, and creating a packaged solution that can be used by the investment professionals. Primary Location: Merrimack, NH The Expertise and Skills You Bring • Bachelor's (Masters preferred) in a quantitative or computational field such as Computer Science, Applied Mathematics, Statistics, Engineering • 10+ years of experience in a quantitative/computational environment supporting investment management with Fixed Income asset class securities • 5+ years of experience in designing and developing methods and solutions related to Fixed Income analytics, risk & pricing models • Full-stack software development knowledge and critical thinking skills to design optimal solutions for computing fixed income security level analytics • Strong software engineering skills, including C++, Python, shell scripting, SQL, and Linux preferably in a command line environment • Ability to communicate effectively with multiple stakeholders, including fundamental and quantitative researchers and technology partners The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the Fixed Income investment teams on various projects including portfolio construction, risk management, and alpha research. We build high quality, robust, and efficient high-responsive solutions that are used to improve efficiency and decision-making processes. The base salary range for this position is $103,000-$218,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Residential Real Estate Agent, Staff Accountant, and Bilingual Customer Service and others in the Accounting and Finance to apply.
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role This position will lead the FP&A team which delivers support to the CFO and senior management related to financial performance. The role involves extensive interactions with a broad range of individuals spanning all global business functions, centered on financial planning and analysis. The Director will be responsible for, driving strategic financial planning processes, providing insightful analysis, and supporting key decisions across the organization and for the firm's budgeting and forecasting process. The ideal leader has operated successfully at a global level, having a desire to develop, mentor and coach an FP&A team. In alignment with company's overarching business strategy and corporate business goals, the Director will create a strategic vision and direction for the FP&A function. This will necessarily entail building strong business partnerships across the organization and ensuring strategic business decisions are underpinned by strong analytics. Candidates should enjoy being part of a dynamic leadership team that seeks to innovate, and constantly look for opportunities to increase the value of our interactions and deliverables to our business partners. Characteristics of successful team members include the ability to: i) bring others along through an evolution of the business, ii) identify and develop talent; iii) communicate and execute upon a compelling vision and roadmap iv) 'connect the dots' and v) challenge the status quo. RESPONSIBILITIES • Provide financial leadership and support for business functions analyzing the current and future profitability characteristics. • Partner with business leaders to provide financial insights and analysis to support strategic decision-making, investment evaluation, and resource allocation. • Lead production and delivery of recurring financial reporting packages/analysis for CFO/Leadership team • Lead team in providing comprehensive financial analysis, including variance analysis, trend analysis, and scenario modeling, to evaluate business performance and identify areas for improvement. • Completion of budget and forecasts for business functions and support of accompanying presentations. • Continuously evaluate and improve financial planning processes, tools, and systems to enhance efficiency, accuracy, and effectiveness. • Creation of complex financial models to support strategic project work; provide additional support to business sponsors of projects, including implementation and ongoing measurement. • Drive and support process improvements in FPA policies, procedures, and departmental performance metrics. • Project work related to i) development of data and reporting platforms, ii) initiative modeling and tracking, iii) statistical modeling related to what-if scenarios and predictive outcomes, and iv) other ad hoc efforts. QUALIFICATIONS • Bachelor's Degree in finance, accounting, or related field; MBA or advanced degree preferred. • Demonstrable (15+ years) relevant work experience in finance with leadership FP&A experience at an investment management or consulting firm. • Experience in people management including, developing, mentoring, and driving a high-performance team. • Proven track record of leading financial planning processes and delivering high-quality analysis and insights. • Strong understanding of financial principles, accounting standards, and financial modeling techniques. • Proven problem-solving and analytical skills coupled with rigorous decision-making process. • Superior interpersonal and communication skills. • Strategic thinker with the ability to provide forward-looking analysis and recommendations. • Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization. • Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner. • Demonstrated embodiment of our cultural standards - integrity, ethics, and ability to set a standard in leadership. • Strong applications skills - Excel & PowerPoint; experience with Workday, Tableau, or Adaptive Technologies a plus • Financial modeling knowledge and application Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 80,000 - 180,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
04/12/2024
Full time
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role This position will lead the FP&A team which delivers support to the CFO and senior management related to financial performance. The role involves extensive interactions with a broad range of individuals spanning all global business functions, centered on financial planning and analysis. The Director will be responsible for, driving strategic financial planning processes, providing insightful analysis, and supporting key decisions across the organization and for the firm's budgeting and forecasting process. The ideal leader has operated successfully at a global level, having a desire to develop, mentor and coach an FP&A team. In alignment with company's overarching business strategy and corporate business goals, the Director will create a strategic vision and direction for the FP&A function. This will necessarily entail building strong business partnerships across the organization and ensuring strategic business decisions are underpinned by strong analytics. Candidates should enjoy being part of a dynamic leadership team that seeks to innovate, and constantly look for opportunities to increase the value of our interactions and deliverables to our business partners. Characteristics of successful team members include the ability to: i) bring others along through an evolution of the business, ii) identify and develop talent; iii) communicate and execute upon a compelling vision and roadmap iv) 'connect the dots' and v) challenge the status quo. RESPONSIBILITIES • Provide financial leadership and support for business functions analyzing the current and future profitability characteristics. • Partner with business leaders to provide financial insights and analysis to support strategic decision-making, investment evaluation, and resource allocation. • Lead production and delivery of recurring financial reporting packages/analysis for CFO/Leadership team • Lead team in providing comprehensive financial analysis, including variance analysis, trend analysis, and scenario modeling, to evaluate business performance and identify areas for improvement. • Completion of budget and forecasts for business functions and support of accompanying presentations. • Continuously evaluate and improve financial planning processes, tools, and systems to enhance efficiency, accuracy, and effectiveness. • Creation of complex financial models to support strategic project work; provide additional support to business sponsors of projects, including implementation and ongoing measurement. • Drive and support process improvements in FPA policies, procedures, and departmental performance metrics. • Project work related to i) development of data and reporting platforms, ii) initiative modeling and tracking, iii) statistical modeling related to what-if scenarios and predictive outcomes, and iv) other ad hoc efforts. QUALIFICATIONS • Bachelor's Degree in finance, accounting, or related field; MBA or advanced degree preferred. • Demonstrable (15+ years) relevant work experience in finance with leadership FP&A experience at an investment management or consulting firm. • Experience in people management including, developing, mentoring, and driving a high-performance team. • Proven track record of leading financial planning processes and delivering high-quality analysis and insights. • Strong understanding of financial principles, accounting standards, and financial modeling techniques. • Proven problem-solving and analytical skills coupled with rigorous decision-making process. • Superior interpersonal and communication skills. • Strategic thinker with the ability to provide forward-looking analysis and recommendations. • Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization. • Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner. • Demonstrated embodiment of our cultural standards - integrity, ethics, and ability to set a standard in leadership. • Strong applications skills - Excel & PowerPoint; experience with Workday, Tableau, or Adaptive Technologies a plus • Financial modeling knowledge and application Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 80,000 - 180,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. We're seeking a future team member for the role of Director, Fund/Client Accounting Manager to join our team. This role is located in Lake Mary, FL - HYBRID. In this role, you'll make an impact in the following ways: Directs a Fund Accounting area consisting of multiple teams that are responsible for conducting accounting services on behalf of a broad array of assigned clients including determining net asset values, calculating fund performance, allocating expenses, and preparing reports. Responsible for the financial and human resources for the unit and ensures assigned teams are operating effectively to meet unit goals and objectives. Executes business plans and contributes to the development of functional strategy. Sets guidelines for determining the net asset value (NAV) for funds in a variety of sectors for each measurement cycle. Promotes consistency across product areas. Oversees relationship management for a broad set of clients. Ensures customer service levels meet client needs and resolves any client issues. Participates in sales efforts including RFP and RFI preparation and related presentations. Provides oversight and guidance in setting the processes that check for the completeness and accuracy of disclosure in financial statements. Resolves complex escalated issues from team members. Leads analysis of GAAP and/or IFRS rules to determine impact of new regulations on BNY Mellon fund accounting practices. Develops policies to best ensure compliance with new regulations. Sets guidelines, policies, and priorities for the drafting of financial reports for a broad set of clients to review fund performance. Communicates reports and highly complex accounting intricacies to clients. Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team. Oversees relationships with senior-level auditors and clients to ensure financial reporting meets their expectations and accurately depicts fund performance. Manages multiple Fund/Client Accounting teams that do work for a broad array of clients. Work is primarily accomplished through subordinate managers. Contributes to the achievement of multiple teams objectives To be successful in this role, we're seeking the following: Bachelors degree in accounting or the equivalent combination of education and experience is required. 7-10 years of total work experience and at least 3-5 years in management preferred. Big 4 accounting firm experience preferred. BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/11/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. We're seeking a future team member for the role of Director, Fund/Client Accounting Manager to join our team. This role is located in Lake Mary, FL - HYBRID. In this role, you'll make an impact in the following ways: Directs a Fund Accounting area consisting of multiple teams that are responsible for conducting accounting services on behalf of a broad array of assigned clients including determining net asset values, calculating fund performance, allocating expenses, and preparing reports. Responsible for the financial and human resources for the unit and ensures assigned teams are operating effectively to meet unit goals and objectives. Executes business plans and contributes to the development of functional strategy. Sets guidelines for determining the net asset value (NAV) for funds in a variety of sectors for each measurement cycle. Promotes consistency across product areas. Oversees relationship management for a broad set of clients. Ensures customer service levels meet client needs and resolves any client issues. Participates in sales efforts including RFP and RFI preparation and related presentations. Provides oversight and guidance in setting the processes that check for the completeness and accuracy of disclosure in financial statements. Resolves complex escalated issues from team members. Leads analysis of GAAP and/or IFRS rules to determine impact of new regulations on BNY Mellon fund accounting practices. Develops policies to best ensure compliance with new regulations. Sets guidelines, policies, and priorities for the drafting of financial reports for a broad set of clients to review fund performance. Communicates reports and highly complex accounting intricacies to clients. Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team. Oversees relationships with senior-level auditors and clients to ensure financial reporting meets their expectations and accurately depicts fund performance. Manages multiple Fund/Client Accounting teams that do work for a broad array of clients. Work is primarily accomplished through subordinate managers. Contributes to the achievement of multiple teams objectives To be successful in this role, we're seeking the following: Bachelors degree in accounting or the equivalent combination of education and experience is required. 7-10 years of total work experience and at least 3-5 years in management preferred. Big 4 accounting firm experience preferred. BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. We're seeking a future team member for the role of Director, Fund/Client Accounting Manager to join our team. This role is located in Lake Mary, FL - HYBRID. In this role, you'll make an impact in the following ways: Directs a Fund Accounting area consisting of multiple teams that are responsible for conducting accounting services on behalf of a broad array of assigned clients including determining net asset values, calculating fund performance, allocating expenses, and preparing reports. Responsible for the financial and human resources for the unit and ensures assigned teams are operating effectively to meet unit goals and objectives. Executes business plans and contributes to the development of functional strategy. Sets guidelines for determining the net asset value (NAV) for funds in a variety of sectors for each measurement cycle. Promotes consistency across product areas. Oversees relationship management for a broad set of clients. Ensures customer service levels meet client needs and resolves any client issues. Participates in sales efforts including RFP and RFI preparation and related presentations. Provides oversight and guidance in setting the processes that check for the completeness and accuracy of disclosure in financial statements. Resolves complex escalated issues from team members. Leads analysis of GAAP and/or IFRS rules to determine impact of new regulations on BNY Mellon fund accounting practices. Develops policies to best ensure compliance with new regulations. Sets guidelines, policies, and priorities for the drafting of financial reports for a broad set of clients to review fund performance. Communicates reports and highly complex accounting intricacies to clients. Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team. Oversees relationships with senior-level auditors and clients to ensure financial reporting meets their expectations and accurately depicts fund performance. Manages multiple Fund/Client Accounting teams that do work for a broad array of clients. Work is primarily accomplished through subordinate managers. Contributes to the achievement of multiple teams objectives To be successful in this role, we're seeking the following: Bachelors degree in accounting or the equivalent combination of education and experience is required. 7-10 years of total work experience and at least 3-5 years in management preferred. Big 4 accounting firm experience preferred. BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/11/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. We're seeking a future team member for the role of Director, Fund/Client Accounting Manager to join our team. This role is located in Lake Mary, FL - HYBRID. In this role, you'll make an impact in the following ways: Directs a Fund Accounting area consisting of multiple teams that are responsible for conducting accounting services on behalf of a broad array of assigned clients including determining net asset values, calculating fund performance, allocating expenses, and preparing reports. Responsible for the financial and human resources for the unit and ensures assigned teams are operating effectively to meet unit goals and objectives. Executes business plans and contributes to the development of functional strategy. Sets guidelines for determining the net asset value (NAV) for funds in a variety of sectors for each measurement cycle. Promotes consistency across product areas. Oversees relationship management for a broad set of clients. Ensures customer service levels meet client needs and resolves any client issues. Participates in sales efforts including RFP and RFI preparation and related presentations. Provides oversight and guidance in setting the processes that check for the completeness and accuracy of disclosure in financial statements. Resolves complex escalated issues from team members. Leads analysis of GAAP and/or IFRS rules to determine impact of new regulations on BNY Mellon fund accounting practices. Develops policies to best ensure compliance with new regulations. Sets guidelines, policies, and priorities for the drafting of financial reports for a broad set of clients to review fund performance. Communicates reports and highly complex accounting intricacies to clients. Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team. Oversees relationships with senior-level auditors and clients to ensure financial reporting meets their expectations and accurately depicts fund performance. Manages multiple Fund/Client Accounting teams that do work for a broad array of clients. Work is primarily accomplished through subordinate managers. Contributes to the achievement of multiple teams objectives To be successful in this role, we're seeking the following: Bachelors degree in accounting or the equivalent combination of education and experience is required. 7-10 years of total work experience and at least 3-5 years in management preferred. Big 4 accounting firm experience preferred. BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Overview BNY Mellon Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Team Description; Role function on team: The Private Banking Credit Risk Team has responsibility for advising first line credit advisory on acceptable loan structures that support client relationships and the bank's risk appetite. In addition, the group serves as an independent review and challenge function needed to demonstrate to any required third party oversight, including regulators that sufficient credit risk oversight exists. Responsibilities: Directs risk management responsibilities for approving and facilitating the structuring of credit requests, monitoring the level and quality of credit exposure, and ensuring compliance with policies. Maintains strong risk management skills and discipline while fostering a cooperative and commercially supportive lending environment. Ensures alignment and compliance with the bank's risk appetite and strategies. Contributes to maintaining and developing Credit Administration initiatives to monitor the health of the portfolio. Responsible and accountable for credit approvals within a portfolio and the development and monitoring of credit risk management within Private Banking. Responsible for the risk management strategy for the assigned credit risk focus, such as Credit Approval, Portfolio Management, and Credit Administration. Assists in Credit Administration by creating and updating credit policies and procedures, responding to audit and regulatory requests and leading projects to maintain and improve credit risk management. Facilitates the establishment of appropriate client exposure targets and portfolio limits while ensuring the credit quality of the respective portfolios is maintained. Accountable for the accuracy, quality and completeness of the underwriting package submitted by the line of business as well as the timeliness in approving a credit request. Responsible for reviewing and confirming CARS risk ratings to ensure accuracy and the proper assignment of the Borrower and Facility ratings. Directs the identification, assessment, and monitoring of existing and emerging risks within specific portfolios to ensure appropriate credit metrics are in place. Ensures alignment and compliance with evolving risk mitigation strategies within a portfolio or specific client profile. Serves as the primary Risk Manager for the review and approval of routine and highly complex credit requests. Uses experience and expertise to monitor and manage credit exposure within specific product portfolios (i.e Real Estate, Private Equity, Insurance Premium Finance and Residential Mortgages). Interacts frequently and independently with Bankers/Credit Advisers, Group Managers, and senior members of Wealth Management. Approves and assists in the structuring of term sheets. Monitors compliance with policies and where necessary ensures any exceptions are well supported. Attends, clearing meetings as requested to vet complex transactions and ensure that proposed credit requests are consistent with the bank's risk appetite. Confirms a high volume of borrower/facility risk ratings including the review of various scorecards. Consults as requested on overdrafts, approves ACH payments exceptions, wires, and watermark breaches for Wealth Management clients. Qualifications: Bachelor's Degree in a business-related fields such as finance, accounting, risk management, economics, financial engineering or similar is required. Graduate degree preferred. 12-15 years of total work experience required. Prior background in Credit Risk preferred. 3-5 years of managerial experience and/or formal credit training is preferred. Experience with risk rating borrowers, and the examination and understanding of complex financial statements Commercial lending experience to middle-market organizations (approx. $20m-$150m in revenues) highly preferred The ideal candidate will have a robust background combining a knowledge of risk management with large transactions, and business process ownership Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. Base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs. This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/11/2024
Full time
Overview BNY Mellon Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Team Description; Role function on team: The Private Banking Credit Risk Team has responsibility for advising first line credit advisory on acceptable loan structures that support client relationships and the bank's risk appetite. In addition, the group serves as an independent review and challenge function needed to demonstrate to any required third party oversight, including regulators that sufficient credit risk oversight exists. Responsibilities: Directs risk management responsibilities for approving and facilitating the structuring of credit requests, monitoring the level and quality of credit exposure, and ensuring compliance with policies. Maintains strong risk management skills and discipline while fostering a cooperative and commercially supportive lending environment. Ensures alignment and compliance with the bank's risk appetite and strategies. Contributes to maintaining and developing Credit Administration initiatives to monitor the health of the portfolio. Responsible and accountable for credit approvals within a portfolio and the development and monitoring of credit risk management within Private Banking. Responsible for the risk management strategy for the assigned credit risk focus, such as Credit Approval, Portfolio Management, and Credit Administration. Assists in Credit Administration by creating and updating credit policies and procedures, responding to audit and regulatory requests and leading projects to maintain and improve credit risk management. Facilitates the establishment of appropriate client exposure targets and portfolio limits while ensuring the credit quality of the respective portfolios is maintained. Accountable for the accuracy, quality and completeness of the underwriting package submitted by the line of business as well as the timeliness in approving a credit request. Responsible for reviewing and confirming CARS risk ratings to ensure accuracy and the proper assignment of the Borrower and Facility ratings. Directs the identification, assessment, and monitoring of existing and emerging risks within specific portfolios to ensure appropriate credit metrics are in place. Ensures alignment and compliance with evolving risk mitigation strategies within a portfolio or specific client profile. Serves as the primary Risk Manager for the review and approval of routine and highly complex credit requests. Uses experience and expertise to monitor and manage credit exposure within specific product portfolios (i.e Real Estate, Private Equity, Insurance Premium Finance and Residential Mortgages). Interacts frequently and independently with Bankers/Credit Advisers, Group Managers, and senior members of Wealth Management. Approves and assists in the structuring of term sheets. Monitors compliance with policies and where necessary ensures any exceptions are well supported. Attends, clearing meetings as requested to vet complex transactions and ensure that proposed credit requests are consistent with the bank's risk appetite. Confirms a high volume of borrower/facility risk ratings including the review of various scorecards. Consults as requested on overdrafts, approves ACH payments exceptions, wires, and watermark breaches for Wealth Management clients. Qualifications: Bachelor's Degree in a business-related fields such as finance, accounting, risk management, economics, financial engineering or similar is required. Graduate degree preferred. 12-15 years of total work experience required. Prior background in Credit Risk preferred. 3-5 years of managerial experience and/or formal credit training is preferred. Experience with risk rating borrowers, and the examination and understanding of complex financial statements Commercial lending experience to middle-market organizations (approx. $20m-$150m in revenues) highly preferred The ideal candidate will have a robust background combining a knowledge of risk management with large transactions, and business process ownership Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. Base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs. This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Little League International
Williamsport, Pennsylvania
CANDIDATE PROFILE The successful candidate will demonstrate a strong leadership presence balanced with a flexible approach, a bias for both precision and action, a record of accomplishment in excellent judgment and decision-making skills, and a style that is approachable embodying a culture of genuine connection and ability to positively influence and interact with all levels of employees and stakeholders. The ideal candidate will bring in depth knowledge of corporate financial law, tax reporting, investments, and risk management practices along with the ability to develop business and financial acumen of others. The Vice President will hold a strong commitment to Little League's mission and have the ability to think critically and make decisions while balancing alignment with the purpose, vision, mission, values, and goals of the organization. ROLE EXPECTATIONS Ensure the financial health and sustainability of the organization to enable the implementation of key goals and objectives by creating and overseeing the annual operating budget that is aligned with our vision, mission, and strategic plan. Maintain an appropriate system of policies, internal controls, accounting standards, and procedures under the GASB (General Accounting Standards Board). Develop and monitor the implementation of short- and long-range financial goals and set targets for organizational financial growth. Manage investment portfolios and advisors. Build and maintain strong trusting relationships with the Executive Leadership Team, International Board of Directors (BOD), managers, employees, partners, and stakeholders. Have a solid understanding of how Little League's revenue streams and expenses work and support all revenue functions of the organization. Collaborate with EVP/Chief Marketing and Business Relationship Officer to evaluate revenue streams, support current partnership strategies, and identify opportunities for growth and development. Ensure collaborative approach to business or operational partnerships and support / use of relevant products and services. Ensure all appropriate systems and processes are in place to fully support the implementation of philanthropy and social impact initiatives including but not limited to general fundraising support and financial information, financial categorization for storytelling, filing and adherence to tax and IRS requirements, financial reporting to public entities, financial tracking, restricted funds and gifts, and other required documentation. Analyze internal facility operations, both Williamsport and Regional offices, and continuously identify areas of process improvement and cost efficiencies. Create realistic and well-planned budget processes that lead to cost-effective budgets reflecting the budget maximization needs of senior management and departments. Provide effective training for leaders and managers not only in the budget process but in all applicable finance functions for their specific areas of responsibility. Develop and provide financial training and guidelines for field and league officials to manage budgets effectively. Set budget priorities while providing a strong culture of stewardship of resources. Collaborate with Senior Leadership across all departments and BOD along with senior leadership team in setting and driving financial strategies and create the appropriate financial reports to measure success. Partner with the VP of Philanthropy & Social Impact to enable the function i.e., structuring it appropriately financially, ensuring appropriate laws and philanthropic requirements are met through the financial process, reporting, recordkeeping, etc. Contribute to the development of revenue generation and growth planning involving multiple revenue channels. Through knowledge, support, and collaboration, play an integral part in building business cases for new initiatives, capital investments, and partnerships. Assist with cost analysis and depreciation when acquiring new capital equipment. Provide recommendations in partnership with Chief Legal Officer regarding opportunities in risk management, insurance programs, and resource allocation. Identify and implement sound investment strategies in consultation with the Investment Committee and External Investment Advisors aligned with BOD's directives and Investment Policy. Forecast multi-year capital, facilities, and staff requirements; identify monetary resources; and develop appropriate action plans. Monitor financial performance by measuring and analyzing results, initiating corrective actions, and minimizing the impact of variances. Lead quarterly financial reviews with department leaders/managers to build and sustain financial and business acumen. Administer the preparation of all financial statements, including income statements, balance sheets, tax returns, and government agency reports. Oversee annual audit and work with auditors to ensure compliance with all applicable tax, financial, accounting, and regulatory requirements, using best practice standards; ensure a system of strong internal controls. Work with local leagues in the education and process framework for a successful financial model. Provide leadership, management, and professional development to both the Finance Department and the Facilities Department ensuring compliance with relevant regulatory entities (i.e., OSHA). Develop a high-performing, collaborative team which is trusted and respected throughout the organization by communicating expectations to the team and providing constructive feedback in a timely manner. Responsible for the strategic guidance, professional development, and performance of direct reports. Lead all efforts associated with facilities master planning in partnership with Little League Leadership, the Board, and Property Committee. Oversee large-scale capital improvement projects for the facilities to include leading the RFP and bid process and working with contractors and third-party vendors for construction planning and design. Serve as the primary contact for all financial, banking, and investment managers as well as the primary contact for all facilities public hearings, zoning, etc. Serve as management liaison to the BOD Investment and Property Committees and attend all BOD meetings. Able and willing to travel and work outside normal business hours, including on weekends, as needed. REQUIRED EDUCATION & EXPERIENCE Licensed CPA. Master's degree in accounting, Finance, Business Administration, or industry-relevant equivalent preferred. Minimum of 8-10 years of proven experience in accounting and financial management practices with significant financial planning and analysis exposure (FP&A). Solid understanding of GAAP and accounting reporting standards. Highly skilled in the use of MS Office, especially Excel, and financial management software. Project management experience. Knowledgeable in all areas of not-for-profit accounting developed from working for a non-profit in financial oversight and accounting. Budget development and implementation. PREFERRED EDUCATION & CERTIFICATIONS Experience with grant accounting and pledge receivables preferably with a non-profit organization. Knowledge of interior and exterior facilities management. Experience or detailed understanding of the construction of large-scale capital projects and how those projects relate to planning design activities. Experience volunteering in youth sports. eFCecomms
04/06/2024
Full time
CANDIDATE PROFILE The successful candidate will demonstrate a strong leadership presence balanced with a flexible approach, a bias for both precision and action, a record of accomplishment in excellent judgment and decision-making skills, and a style that is approachable embodying a culture of genuine connection and ability to positively influence and interact with all levels of employees and stakeholders. The ideal candidate will bring in depth knowledge of corporate financial law, tax reporting, investments, and risk management practices along with the ability to develop business and financial acumen of others. The Vice President will hold a strong commitment to Little League's mission and have the ability to think critically and make decisions while balancing alignment with the purpose, vision, mission, values, and goals of the organization. ROLE EXPECTATIONS Ensure the financial health and sustainability of the organization to enable the implementation of key goals and objectives by creating and overseeing the annual operating budget that is aligned with our vision, mission, and strategic plan. Maintain an appropriate system of policies, internal controls, accounting standards, and procedures under the GASB (General Accounting Standards Board). Develop and monitor the implementation of short- and long-range financial goals and set targets for organizational financial growth. Manage investment portfolios and advisors. Build and maintain strong trusting relationships with the Executive Leadership Team, International Board of Directors (BOD), managers, employees, partners, and stakeholders. Have a solid understanding of how Little League's revenue streams and expenses work and support all revenue functions of the organization. Collaborate with EVP/Chief Marketing and Business Relationship Officer to evaluate revenue streams, support current partnership strategies, and identify opportunities for growth and development. Ensure collaborative approach to business or operational partnerships and support / use of relevant products and services. Ensure all appropriate systems and processes are in place to fully support the implementation of philanthropy and social impact initiatives including but not limited to general fundraising support and financial information, financial categorization for storytelling, filing and adherence to tax and IRS requirements, financial reporting to public entities, financial tracking, restricted funds and gifts, and other required documentation. Analyze internal facility operations, both Williamsport and Regional offices, and continuously identify areas of process improvement and cost efficiencies. Create realistic and well-planned budget processes that lead to cost-effective budgets reflecting the budget maximization needs of senior management and departments. Provide effective training for leaders and managers not only in the budget process but in all applicable finance functions for their specific areas of responsibility. Develop and provide financial training and guidelines for field and league officials to manage budgets effectively. Set budget priorities while providing a strong culture of stewardship of resources. Collaborate with Senior Leadership across all departments and BOD along with senior leadership team in setting and driving financial strategies and create the appropriate financial reports to measure success. Partner with the VP of Philanthropy & Social Impact to enable the function i.e., structuring it appropriately financially, ensuring appropriate laws and philanthropic requirements are met through the financial process, reporting, recordkeeping, etc. Contribute to the development of revenue generation and growth planning involving multiple revenue channels. Through knowledge, support, and collaboration, play an integral part in building business cases for new initiatives, capital investments, and partnerships. Assist with cost analysis and depreciation when acquiring new capital equipment. Provide recommendations in partnership with Chief Legal Officer regarding opportunities in risk management, insurance programs, and resource allocation. Identify and implement sound investment strategies in consultation with the Investment Committee and External Investment Advisors aligned with BOD's directives and Investment Policy. Forecast multi-year capital, facilities, and staff requirements; identify monetary resources; and develop appropriate action plans. Monitor financial performance by measuring and analyzing results, initiating corrective actions, and minimizing the impact of variances. Lead quarterly financial reviews with department leaders/managers to build and sustain financial and business acumen. Administer the preparation of all financial statements, including income statements, balance sheets, tax returns, and government agency reports. Oversee annual audit and work with auditors to ensure compliance with all applicable tax, financial, accounting, and regulatory requirements, using best practice standards; ensure a system of strong internal controls. Work with local leagues in the education and process framework for a successful financial model. Provide leadership, management, and professional development to both the Finance Department and the Facilities Department ensuring compliance with relevant regulatory entities (i.e., OSHA). Develop a high-performing, collaborative team which is trusted and respected throughout the organization by communicating expectations to the team and providing constructive feedback in a timely manner. Responsible for the strategic guidance, professional development, and performance of direct reports. Lead all efforts associated with facilities master planning in partnership with Little League Leadership, the Board, and Property Committee. Oversee large-scale capital improvement projects for the facilities to include leading the RFP and bid process and working with contractors and third-party vendors for construction planning and design. Serve as the primary contact for all financial, banking, and investment managers as well as the primary contact for all facilities public hearings, zoning, etc. Serve as management liaison to the BOD Investment and Property Committees and attend all BOD meetings. Able and willing to travel and work outside normal business hours, including on weekends, as needed. REQUIRED EDUCATION & EXPERIENCE Licensed CPA. Master's degree in accounting, Finance, Business Administration, or industry-relevant equivalent preferred. Minimum of 8-10 years of proven experience in accounting and financial management practices with significant financial planning and analysis exposure (FP&A). Solid understanding of GAAP and accounting reporting standards. Highly skilled in the use of MS Office, especially Excel, and financial management software. Project management experience. Knowledgeable in all areas of not-for-profit accounting developed from working for a non-profit in financial oversight and accounting. Budget development and implementation. PREFERRED EDUCATION & CERTIFICATIONS Experience with grant accounting and pledge receivables preferably with a non-profit organization. Knowledge of interior and exterior facilities management. Experience or detailed understanding of the construction of large-scale capital projects and how those projects relate to planning design activities. Experience volunteering in youth sports. eFCecomms
Servico For over 40 years, Servico , Inc. has been a nationally recognized, customer focused, farmer-owned cotton ginning and warehousing company serving farmers across Northern Alabama and surrounding states. In addition to cotton ginning and warehousing, Servico is well-diversified, offering a farm input buying service, cottonseed processing facility, industrial warehousing division with rail transloading, and serves as a crop insurance broker to farming customers. As President you will be responsible for the overall performance of the company, serving as the public face of the company and principal customer contact. Enjoy leading a dedicated team of agricultural professionals while executing strategic growth and business development initiatives. The position has a great deal of autonomy, reporting periodically to the Board of Directors. This is an opportunity to make a reputation in the region and in the agricultural industry. We offer a competitive base salary dependent on experience along with company paid insurance, bonus potential, 401k with match, PTO and holidays, and more. What You ll Do Maintain a company culture based on honesty, integrity, safety, professionalism, customer service and fairness that attracts and retains customers and motivated employees. Oversee the work of all divisions of the company, the largest of which are cotton ginning and warehousing, industrial warehousing, cottonseed processing and marketing and crop input sales. Coordinate all accounting, budgeting and financial reporting for the company, working with internal and external advisors and with the Board on the strategic decisions for the company. Maintain existing and establish new essential business relationships for the company with customers and all types of vendors, professional service providers and contractors. Investigate company growth opportunities, including analyzing and executing plans to establish new services for farmers or other lines of business. Report annually to the company shareholders. What You ll Need A bachelor s degree or higher in business, agricultural economics, engineering or a related field is strongly preferred. The leadership, interpersonal and presentation skills required to manage internal and external relationships for the company. A level of financial and accounting literacy sufficient for efficient monitoring and management of current business operations. An ability to research, analyze and apply sound business judgment to business growth opportunities and capital investment projects. Interest and aptitude in mechanical matters, industrial processes and agricultural production and processing issues. Experience in the cotton industry, the agricultural input industry, the agronomic services industry or an agricultural trading and logistics business is highly preferred. . Date posted: 04/13/2024
03/27/2024
Full time
Servico For over 40 years, Servico , Inc. has been a nationally recognized, customer focused, farmer-owned cotton ginning and warehousing company serving farmers across Northern Alabama and surrounding states. In addition to cotton ginning and warehousing, Servico is well-diversified, offering a farm input buying service, cottonseed processing facility, industrial warehousing division with rail transloading, and serves as a crop insurance broker to farming customers. As President you will be responsible for the overall performance of the company, serving as the public face of the company and principal customer contact. Enjoy leading a dedicated team of agricultural professionals while executing strategic growth and business development initiatives. The position has a great deal of autonomy, reporting periodically to the Board of Directors. This is an opportunity to make a reputation in the region and in the agricultural industry. We offer a competitive base salary dependent on experience along with company paid insurance, bonus potential, 401k with match, PTO and holidays, and more. What You ll Do Maintain a company culture based on honesty, integrity, safety, professionalism, customer service and fairness that attracts and retains customers and motivated employees. Oversee the work of all divisions of the company, the largest of which are cotton ginning and warehousing, industrial warehousing, cottonseed processing and marketing and crop input sales. Coordinate all accounting, budgeting and financial reporting for the company, working with internal and external advisors and with the Board on the strategic decisions for the company. Maintain existing and establish new essential business relationships for the company with customers and all types of vendors, professional service providers and contractors. Investigate company growth opportunities, including analyzing and executing plans to establish new services for farmers or other lines of business. Report annually to the company shareholders. What You ll Need A bachelor s degree or higher in business, agricultural economics, engineering or a related field is strongly preferred. The leadership, interpersonal and presentation skills required to manage internal and external relationships for the company. A level of financial and accounting literacy sufficient for efficient monitoring and management of current business operations. An ability to research, analyze and apply sound business judgment to business growth opportunities and capital investment projects. Interest and aptitude in mechanical matters, industrial processes and agricultural production and processing issues. Experience in the cotton industry, the agricultural input industry, the agronomic services industry or an agricultural trading and logistics business is highly preferred. . Date posted: 04/13/2024
As a Senior Manager / Director in our Tax Credits and Incentives Advisory (TCIA) Practice, you will draw on experience in accounting and taxation to provide tax equity investment consulting services for clients. You will be a leader in a team comprised of professionals with significant experience in the credits and incentives space. We are looking for someone with Energy Credits experience. Cherry Bekaert is aware that significant expertise is required in the market to structure green energy transactions to maximize monetization of these attributes. Maximizing project value in the green energy space requires complex partnership structures splitting tax attributes from cash. Tax equity investors, private equity investors, and developers require detailed partnership tax models to value their investment. You will be the leader of a small team with significant industry deal and modeling experience in order to build out Cherry Bekaert's renewable energy practice. Cherry Bekaert is interested in providing tax equity investment opportunities to its current client base as well as developing a new client base in this space. What you bring to the role: 8+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns Bachelor's degree in accounting, finance, or other business-related field Knowledge of HLBV Accounting Concepts Certified or in the process of obtaining a CPA, enrolled agent, or other appropriate certification Demonstrated advanced understanding of Subchapter K Financial modeling expertise Travel up to 10% Skills you need for this role? Previous Big 4 experience Knowledge of the soon to be enacted energy tax incentives passed by Congress Experience working in a fast-paced, team environment Strong verbal and written communication skills Knowledge of fund accounting and general ledger accounting Demonstrated basic understanding of Subchapter K and investment partnership taxation Demonstrated knowledge of tax equity investment structures Knowledge of the investment and production tax credits associated with wind, solar, biomass projects What you can expect from us: Shared values, including uncompromising integrity, a passion for excellence, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on your career growth and continuous professional development Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Flexibility to do impactful work and the time to enjoy your life outside of work About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. "Cherry Bekaert" is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit . Cherry Bekaert cares about its people. We offer a competitive compensation package where you will be rewarded based on your performance and recognized for the value you bring to our business. In addition, we offer a comprehensive, high-quality which includes medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. For positions in Colorado, visit the following link for information related to Colorado's Equal Pay for Equal Work Act: (url removed) Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at and follow us on , , , and . 2022 Cherry Bekaert. All Rights Reserved. No agency candidates, please.
10/05/2022
Full time
As a Senior Manager / Director in our Tax Credits and Incentives Advisory (TCIA) Practice, you will draw on experience in accounting and taxation to provide tax equity investment consulting services for clients. You will be a leader in a team comprised of professionals with significant experience in the credits and incentives space. We are looking for someone with Energy Credits experience. Cherry Bekaert is aware that significant expertise is required in the market to structure green energy transactions to maximize monetization of these attributes. Maximizing project value in the green energy space requires complex partnership structures splitting tax attributes from cash. Tax equity investors, private equity investors, and developers require detailed partnership tax models to value their investment. You will be the leader of a small team with significant industry deal and modeling experience in order to build out Cherry Bekaert's renewable energy practice. Cherry Bekaert is interested in providing tax equity investment opportunities to its current client base as well as developing a new client base in this space. What you bring to the role: 8+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns Bachelor's degree in accounting, finance, or other business-related field Knowledge of HLBV Accounting Concepts Certified or in the process of obtaining a CPA, enrolled agent, or other appropriate certification Demonstrated advanced understanding of Subchapter K Financial modeling expertise Travel up to 10% Skills you need for this role? Previous Big 4 experience Knowledge of the soon to be enacted energy tax incentives passed by Congress Experience working in a fast-paced, team environment Strong verbal and written communication skills Knowledge of fund accounting and general ledger accounting Demonstrated basic understanding of Subchapter K and investment partnership taxation Demonstrated knowledge of tax equity investment structures Knowledge of the investment and production tax credits associated with wind, solar, biomass projects What you can expect from us: Shared values, including uncompromising integrity, a passion for excellence, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on your career growth and continuous professional development Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Flexibility to do impactful work and the time to enjoy your life outside of work About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. "Cherry Bekaert" is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit . Cherry Bekaert cares about its people. We offer a competitive compensation package where you will be rewarded based on your performance and recognized for the value you bring to our business. In addition, we offer a comprehensive, high-quality which includes medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. For positions in Colorado, visit the following link for information related to Colorado's Equal Pay for Equal Work Act: (url removed) Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at and follow us on , , , and . 2022 Cherry Bekaert. All Rights Reserved. No agency candidates, please.
Overview: The Director of Finance works within the Critical Illness Recovery Hospital Division of Select Medical and reports directly to the Vice President of Finance. This position functions as a financial support for all the inpatient Critical Illness Recovery hospitals. The Director of Finance interprets, analyzes and prepares monthly reporting packages to operations and executive leadership in regards to financial metrics including revenue, census, patient mix, salaries, staffing and expense control. Additionally, the Director of Finance works closely with Business Development in performing analytical analysis including proformas on new potential deals to determine viability of the deal. Responsibilities: Assists in coordinating and overseeing the annual forecasting and budgeting process Coordinates financial pro forma analysis for potentially new start-up operations Prepare and review return on investment analysis for projects and sponsorships Prepares monthly and quarterly reporting packages to operations and executive leadership in regards to key financial metrics Establish and maintains close and collaborative business relationship with operations and with the Corporate Accounting function Play a key role in working with operations to interpret financial metrics and develop best practices to enhance financial performance Qualifications: BS or BA degree in accounting or other business related major required Minimum 5 years of applicable experience required. Strong interpersonal and communication skills, both oral and written. CPA and/or MBA preferred. Excellent analytical and problem solving skills. Sound knowledge of Microsoft Office Suite a plus. Additional Data: Select Medical is committed to having a workforce that reflects diversity at all levels and is an equal opportunity employer. Qualified applicants are considered for employment, and employees are treated during employment without regard to race, color, religion, national origin, citizenship, age, sex, sexual orientation, gender identity, marital status, ancestry, physical or mental disability, veteran status, or any other characteristic protected under applicable law.
11/07/2021
Full time
Overview: The Director of Finance works within the Critical Illness Recovery Hospital Division of Select Medical and reports directly to the Vice President of Finance. This position functions as a financial support for all the inpatient Critical Illness Recovery hospitals. The Director of Finance interprets, analyzes and prepares monthly reporting packages to operations and executive leadership in regards to financial metrics including revenue, census, patient mix, salaries, staffing and expense control. Additionally, the Director of Finance works closely with Business Development in performing analytical analysis including proformas on new potential deals to determine viability of the deal. Responsibilities: Assists in coordinating and overseeing the annual forecasting and budgeting process Coordinates financial pro forma analysis for potentially new start-up operations Prepare and review return on investment analysis for projects and sponsorships Prepares monthly and quarterly reporting packages to operations and executive leadership in regards to key financial metrics Establish and maintains close and collaborative business relationship with operations and with the Corporate Accounting function Play a key role in working with operations to interpret financial metrics and develop best practices to enhance financial performance Qualifications: BS or BA degree in accounting or other business related major required Minimum 5 years of applicable experience required. Strong interpersonal and communication skills, both oral and written. CPA and/or MBA preferred. Excellent analytical and problem solving skills. Sound knowledge of Microsoft Office Suite a plus. Additional Data: Select Medical is committed to having a workforce that reflects diversity at all levels and is an equal opportunity employer. Qualified applicants are considered for employment, and employees are treated during employment without regard to race, color, religion, national origin, citizenship, age, sex, sexual orientation, gender identity, marital status, ancestry, physical or mental disability, veteran status, or any other characteristic protected under applicable law.