Accountant - TESO LIFE

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• accounting firm

  

  Junior Accountant

  3 days ago

  $17–$25 hourly

  Full-time

  Flushing, Queens

  We are looking for a junior accountant to join our team. Responsible for journal entries, bank reconciliations, tax return preparation, and also assisting with establishment, documentation, and continuous improvement of all financial processes, and forms.

  Easy apply
• Fleet Tech One

  

  Accounts Payable Clerk

  2 months ago

  $20–$30 hourly

  Full-time

  Hunts Point, The Bronx

  Join our dynamic finance team as an Accounts Receivable Clerk, where your expertise will drive the efficient management of incoming payments and ensure accurate financial record-keeping. This vital role offers an energetic environment that values precision, customer service, and teamwork. You will play a key part in maintaining healthy revenue cycles, supporting compliance with accounting standards, and fostering positive relationships with clients and internal stakeholders alike. If you thrive in a fast-paced setting and are passionate about delivering exceptional financial support, this opportunity is perfect for you! Manage the full accounts receivable process, including invoicing, payment processing, and account reconciliation to ensure timely collection of outstanding balances. Keep track of all payments and invoices, as well as writing out checks. Utilize accounting software such as QuickBooks, Sage, PeopleSoft, or similar platforms to accurately record transactions and update customer accounts. Perform detailed analysis of accounts receivable aging reports to identify overdue accounts and implement effective collection strategies. Communicate professionally with clients via phone, email, or written correspondence to resolve billing issues and negotiate payment arrangements. Ensure compliance with GAAP (Generally Accepted Accounting Principles) and SOX (Sarbanes-Oxley Act) regulations during all financial activities. Reconcile accounts regularly to verify accuracy of debits & credits, journal entries, and account balances. Assist with month-end closing procedures by preparing relevant documentation and supporting audit requests related to revenue cycle management. Proven experience in accounts receivable functions within a corporate or public accounting environment. Strong knowledge of accounting principles such as GAAP, double-entry bookkeeping, and financial concepts related to revenue recognition. Proficiency with accounting software including QuickBooks, Sage, PeopleSoft, or similar systems; familiarity with medical billing or governmental accounting is a plus. Excellent data entry skills with high accuracy (10 key typing), along with analysis skills for account reconciliation and account analysis tasks. Familiarity with medical terminology, CPT coding, ICD-10 codes, or medical collection processes is advantageous for healthcare-related roles. Ability to handle sensitive financial information with discretion while maintaining excellent phone etiquette and customer service skills. Strong understanding of financial software applications like Quicken or other relevant tools; experience in non-profit accounting or revenue cycle management is beneficial. Embark on a rewarding career where your skills will directly impact the efficiency of our financial operations! We are committed to fostering a supportive environment that encourages growth and excellence in all aspects of accounting and customer service. Benefits: Employee discount Flexible schedule Opportunities for advancement Work Location: In person

  Immediate start!

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• Charles Schwab

  

  VP, Financial Consultant - New York, NY (Flatiron)

  4 days ago

  NEW YORK

  Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

• Citizens

  

  Private Client Financial Advisor - Bronx, NY

  2 days ago

  NEW YORK

  Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

• Citizens

  

  Virtual Financial Advisor

  3 days ago

  NEW YORK

  Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients’ financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client’s circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include • Focus on clients: Aspire to deliver world-class customer service, • Drive sales: Analyze the client’s investment needs and achieve sales growth goals by delivering an exceptional virtual experience, • Build book of business: Proactively seek ways to develop and expand client relationships, • Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals, • Active Series 7, 66 (65 and 63), and life insurance licenses, • Established track record of top-ranked sales performance, • Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ___. Hours and Work Schedule • Hours per Week: 40 Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

• MetroPlusHealth

  

  Deputy Chief Financial Officer

  14 hours ago

  New York

  New Yorkers by uniting communities through care.We believe that Health care is a right, not a privilege.If you have compassion and a collaborative spirit, work with us.You can come to work being proud of what you do every day.The Deputy Chief Financial Officer reports directly to the Chief Financial

• Robert Half

  

  Accounts Payable Clerk

  2 days ago

  New York

  Job Description We are looking for an organized and detail-oriented Accounts Payable Administrator in our team in New York, New York. In this role, you will handle various financial tasks to ensure smooth payment processing and accurate record-keeping. The ideal candidate will possess strong analytical skills and a commitment to maintaining confidentiality and compliance with data privacy policies. Responsibilities: • Process daily disbursements such as checks, wires, and organizational payments with accuracy., • Record and manage voided checks, reissue payments, and update cash availability files., • Complete tax levy forms and oversee payment requests while maintaining accurate panel files., • Communicate with panels to gather reporting numbers required for payee names on checks., • Perform monthly write-offs for aged balances and resolve chargeback requests or disputes., • Set up panelists for organizational payments and maintain related documentation., • Adhere to confidentiality standards and comply with data security and privacy regulations., • Participate in meetings, both virtual and on-site, and attend in-person training sessions., • Continuously improve skills by seeking feedback and engaging in ongoing learning opportunities., • Assist with additional accounting, finance, or administrative tasks as needed to support department goals., • Minimum of 1 year of experience in accounts payable or a related field., • Proficiency in processing invoices, coding payments, and managing check runs., • Familiarity with NetSuite and advanced knowledge of Microsoft Excel., • Strong attention to detail and ability to work with financial data accurately., • Excellent organizational and communication skills to coordinate with various stakeholders., • Ability to handle sensitive information and maintain confidentiality., • Willingness to learn and adapt to new systems or processes., • Capacity to work both independently and collaboratively in a fast-paced environment.

• FlatRate Moving

  

  Accounting Operations Specialist

  19 days ago

  New York

  Job Description Role Overview FlatRate Moving is seeking a hands-on, detail-oriented Accounting Operations Manager to own our day-to-day accounting and cash processes. This role is ideal for someone who goes beyond basic bookkeeping — someone who thinks critically, catches mistakes, and keeps the business financially organized and accurate. You will work directly with leadership and act as the internal “go-to” person for accounting operations across AP, AR, cash, and QuickBooks. Key Responsibilities Core Accounting: • Manage full-cycle bookkeeping in QuickBooks, • Daily cash reconciliation and bank/credit card reconciliations, • Enter bills, expenses, and journal entries accurately, • Process Accounts Payable and Accounts Receivable, • Generate invoices and ensure timely collections, • Maintain clean, organized financial records and documentation Controls & Accuracy: • Review invoices for accuracy, duplicate charges, and overpayments before processing, • Match purchase orders, contracts, and vendor terms, • Monitor departmental AR and follow up on outstanding balances, • Identify discrepancies and investigate unusual or incorrect charges, • Ensure proper coding and allocation of expenses, • Build simple processes/checklists to reduce errors, • Assist with weekly cash flow tracking and reporting, • Support monthly close and P&L preparation, • Prepare reports for leadership (AR aging, AP aging, cash, expenses), • Coordinate with payroll and benefits vendors, • Maintain vendor relationships and resolve billing issues, • Recommend ways to improve efficiency and reduce costs, • Help standardize procedures across departments, • Serve as the internal finance point person for managers’ questions What We are Looking For • 3–6+ years bookkeeping or accounting operations experience, • Strong QuickBooks and Excel skills, • Strong problem solver who thinks critically beyond basic data entry, • Takes ownership of financial accuracy with a strong internal controls mindset, • Experience with AP/AR and reconciliations, • Comfortable working independently in a fast-paced company, • Detail-obsessed and naturally skeptical (catches mistakes others miss), • Organized, proactive, and accountable Why This Role is Great • High ownership and visibility, • Direct work with leadership, • Real impact on company performance, • Health, Dental & Vision benefits