Trabajos finance officer en Estados Unidos

This is a part-time role for a Financial Representative. The Financial Representative will be responsible for providing financial planning advice, offering insurance solutions, assisting with retirement planning, and facilitating investments. Start a new career and get paid to train! Build a business and learn as you go! Qualifications Financial Planning and Finance skills Insurance knowledge and experience Retirement Planning expertise Investment understanding Strong communication and interpersonal skills Ability to work independently and remotely Good organizational and time management skills Previous experience in the financial services industry is a plus Company Description Our Firm is leading financial services company operating for over 46 years. We have more than 2,000 corporate employees who support over 135,000 licensed independent representatives. Our focus is on serving the needs of middle-income families by offering financial education and a range of financial products and services.

Are you looking for a new career path? We are willing to train the right candidates, you must be willing to obtain a life insurance license to start.  Silver Oak Financial and Transamerica offers one of the best places to start and grow an insurance practice. We are looking for licensed life insurance advisors, Teams and entrepreneurs to partner with in the Pittsburgh and surrounding areas. We want to assist the right individuals with acquiring new clients. Franchise with us or simply add us to your product offerings and you will earn. Commissions bi-weekly Vested Renewals Monthly Bonuses in addition to commissions Remote position, you make your own schedule. Growth opportunities available Obtain several licenses as you go. Local and National Training Case design support from a team of Financial Planners Back-office support for case management and new business processing Income Potential listed is - Based on PT/FT professional's average income. This is a completely uncapped income opportunity I’d like to learn more about you and your experience. Send me a reply if you are open to discussing the opportunity. BUILD YOUR PRACTICE • Enhance your income potential • Grow your business so you can extend your reach in the community you serve. • Opportunities exist to train and help build new financial professionals • Help these individuals pursue success BUILD YOUR FIRM • Create a winning team environment • Help more families secure their financial future

Job Summary: We are seeking a meticulous and detail-oriented Staff Accountant to join our team. The ideal candidate will have a strong foundation in accounting principles and be adept at handling day-to-day financial operations. This role involves maintaining accurate financial records, performing regular financial analysis, and ensuring compliance with applicable regulations. Key Responsibilities: General Ledger Maintenance: Prepare, review, and maintain the general ledger, ensuring accuracy and completeness of financial data. Financial Reporting: Assist in the preparation of monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flow statements. Accounts Payable and Receivable: Manage the full cycle of accounts payable and receivable processes, including invoice processing, payment disbursement, and collections. Bank Reconciliation: Perform regular bank reconciliations and resolve any discrepancies in a timely manner. Budget Preparation: Assist in the preparation and monitoring of budgets and forecasts, providing variance analysis and financial insights. Compliance: Ensure compliance with internal controls, policies, and procedures as well as relevant accounting standards and regulations. Audit Support: Provide support during internal and external audits, including preparing documentation and responding to audit inquiries. Financial Analysis: Conduct financial analysis and prepare reports to assist management in decision-making processes. Expense Management: Monitor and analyze expenditures to ensure they align with the budget and identify cost-saving opportunities. Payroll Processing: Assist in the preparation and processing of payroll, ensuring accuracy and compliance with relevant laws. Qualifications: Education: Bachelor’s degree in Accounting, Finance, or related field required. Certifications: CPA or working towards CPA certification is a plus. Technical Skills: Proficiency in accounting software (e.g., QuickBooks, SAP) and Microsoft Office Suite, especially Excel. Knowledge: Strong understanding of GAAP and other relevant accounting principles. Analytical Skills: Excellent analytical and problem-solving skills with a keen attention to detail. Communication: Strong verbal and written communication skills, with the ability to effectively interact with team members and management. Organizational Skills: Exceptional organizational and time management skills, with the ability to manage multiple tasks and meet deadlines.

Front Desk Receptionist Primary responsibility is to greet staff, clients, and guests with a positive and friendly face upon their arrival Individual should demonstrate a hospitable nature, while still being able to set clear boundaries Receptionist will ensure all guests are properly checked in before entering the facility This position reports to Human Resource Associate and, secondarily, Director of Finance Support clients arrival and dismissal- greet customers in the lobby. Record keeping of clients attendance and support record keeping of customers info; such as contact list and emergency contact management Answer and direct all phone calls on the main line Assist the Office Support Manager with inventory and ordering of student, staff lounge and cleaning supplies Maintain a clean and organized front area Assist administration with scheduling appointments as needed Ability to move or left packages/deliveries up to 30 pounds Job description Primary responsibility is to greet staff, clients and guests with a positive and friendly face upon their arrival.  Individual should demonstrate a hospitable nature, while still being able to set clear boundaries. Receptionist will ensure all guests are properly checked in before entering the facility. This position reports to Human Resource Management Responsibilities: Support customer arrival and dismissal- greet customers in the lobby, upon arrival each morning while taking attendance. Ensure clients are probably dismissed at the end of each school day.   Record keeping of clients attendance and support record keeping of members info; such as contact list and emergency contact list    Answer and direct all phone calls on the main line  Assist the Office Support Manager with inventory and ordering of members , staff lounge and cleaning supplies   Maintain a clean and organized front area  Assist administration with scheduling appointments as needed  High School Diploma or higher  Willingness to learn and accept feedback