Accounts Receivable Collections - CITY GATES

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• Fleet Tech One

  

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  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

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• Max Tax

  

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  About Us We are a fast-growing tax firm specializing in delivering premium, precision-driven tax services to high-value and high-net-worth clients across the U.S. Our team blends expertise, technology, and personalized service to ensure every client receives top-tier financial guidance and exceptional accuracy. We are expanding and looking for confident, detail-oriented Tax Professionals who thrive in a fast-paced environment and take pride in delivering high-level work. Position Overview As a Tax Professional, you will be responsible for preparing, reviewing, and filing complex tax returns while providing expert-level guidance to clients. This role requires professionalism, discretion, and the ability to communicate tax concepts clearly to clients who expect excellence. This position is remote-friendly, with a hybrid option for team members who prefer or require local office access. Key Responsibilities - Prepare and review individual, business, and specialty tax returns with precision and efficiency - Analyze financial records to ensure compliance with federal, state, and local tax regulations - Communicate directly with high-value clients in a professional, confidential manner - Research and resolve complex tax issues - Provide proactive tax planning strategies tailored to client goals - Maintain accurate, organized documentation within company systems - Collaborate with team members to improve processes and client service - Stay updated on evolving tax laws and industry standards Qualifications Required: - 2+ years of professional tax preparation experience (1040, 1120, 1065, etc.) - Strong knowledge of IRS regulations and multi-state tax rules - Excellent communication skills and client-facing professionalism - Ability to manage multiple clients and deadlines - High attention to detail and strong analytical skills - Experience with tax preparation software (e.g., Drake, Lacerte, ProSeries, UltraTax) Preferred: - EA (Enrolled Agent) or CPA license - Experience working with high-net-worth individuals - Familiarity with tax planning for business owners, investors, and entrepreneurs - Experience in a remote or hybrid work environment What We Offer - Competitive pay based on experience - Performance-based bonuses - Flexible remote or hybrid schedule - Opportunities for growth and advancement - Supportive team with strong leadership - Training and professional development - Confidentiality and stability working with long-term, high-quality clients Who We Want Professionals who are: - Confident and capable of handling high-value accounts - Self-motivated with strong time management skills - Trustworthy, ethical, and client-focused - Calm under pressure and committed to accuracy - Ready to grow with a company that values expertise How to Apply Please submit your resume, certifications (if applicable), and a brief statement summarizing your experience with tax preparation and high-value clients.

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• Santander Holdings USA Inc

  

  Corporate Banking Underwriting & Portfolio Management Associate

  1 day ago

  NEW YORK

  Corporate Banking Underwriting & Portfolio Management Associate Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Associate, Underwriting & Portfolio Management manages a portfolio of loan relationships, and routinely monitors them for risks inherent in a loan portfolio. 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What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * At least 3+ years of experience in credit underwriting with solid experience in spreading financials under GAAP and IFRS accounting, understanding the concepts of EBITDA add-backs and ability to perform projections unsupervised with deep understanding of the client. * Experience with financial analysis of large corporate clients with a focus on credit. * Bachelor's Degree or equivalent work experience: Finance, Accounting, Management, Economics or equivalent field. - Required. * 3+ Years Financial analysis, structuring, underwriting and portfolio management. - Required. * 3+ Years Experience with underwriting loan transactions - Required. * Superior written and verbal communication skills. * Strong analytical skills and proficiency navigating and understanding financial statements. * Ability to work in a fast paced environment with little supervision. * Ability to work well with others and on teams. * Proficient in Microsoft Office, including Word, Excel and PowerPoint. * Skilled in proposing and negotiating and recommending credit and covenant structures. * Comfortable in customer contact situations including escalations and potential work-out/loan restructure environments. * Ability to foster strong partnerships with the related documentation and underwriting units. * Demonstrated practical and conceptual knowledge of credit and risk analysis. * Demonstrated knowledge in financial modeling and able to structure credit in modeling environment. Able to assist RM's on how to structure the credit relationship. * Exhibits competency at independently reaching conclusions and forms clear view of credit structure and business risk to organization. * Solid understanding of industry nuances applicable to the credits contained within the group's portfolio. * Solid knowledge of loan and related legal documents. * Strong communication skills, and ability to influence others by persuasively presenting thoughts and ideas to gain commitment and agreement for proposed ideas and solutions. * Must demonstrate strong judgment and sound credit skills. * Knowledge of Federal banking regulations. Certifications: • Other: Completion of bank-certified course in Credit Training - Preferred. It Would Be Nice For You To Have: • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education., • Experience in Microsoft Office products. This is an in-office position in mid-town NYC What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Minimum: $108,750.00 USD Maximum: $175,000.00 USD We Value Your Impact: Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. ___ Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. 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• Technico

  

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• MassMutual Metro NY

  

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• National Financial Network - Guardian

  

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  7 days ago

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  Job DescriptionFinancial Representative National Financial Network – NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? National Financial Network [a member of The Guardian Network®] is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… · A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. · Desire to help others achieve their goals and dreams through cultivating long-term relationships. · Ambitious, entrepreneurial, and looking for career growth and development. What you’ll be doing… · Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services. · Develop and maintain a base of clients who value your input and guidance. · Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years. What we provide… · Development and training—locally, virtually and nationally—to support you as you build your practice with us. · Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. · Mentorship and joint-work opportunities. · A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. · Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Please visit the following to learn more about us… Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.