Trabajos Accounting & Finance en Copiague, New York - Page 4Crear alertas

Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Average Financial Advisor compensation range:

Med-Metrix will not discriminate against any employee or applicant for employment because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political

We are seeking an Accounts Receivable/Accounts Payable Specialist to join our team. The ideal candidate will have experience in an Accounts Receivable/Payable position and be able to work independently as well as collaboratively with our team. Track payables and get approval.

Advanced Financial & Credit Analysis: Strong command of financial modeling, industry-specific credit risks, and structuring commercial credit transactions. The CRE Credit Products Portfolio Manager II plays a key role in structuring and underwriting complex commercial credit transactions while manag

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

The CUSA Audit and Business Consultation department is seeking an Internal Auditor (Auditor, Internal) who will divide their time between traditional internal audit responsibilities and data analytics. Support Canon’s external auditors to help reduce audit-related costs and ensure financial statem

Audit & Risk Assessment - Review financial and operational procedures to assess the effectiveness, design, and application of internal controls - Conduct moderately complex financial and operational audits while adhering to professional standards and departmental procedures - Analyze operational fun

We are seeking a detail-oriented and motivated Staff Accountant to join our Financial Reporting & Consolidation team.

Serves as the primary relationship manager and financial advisor for TD Wealth clients with a wealth management advisory need. The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The FAA

Life Insurance and Disability Income Insurance. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brok

Candescent is seeking a detail-oriented and highly skilled Senior Accountant to support our growing Finance organization.

We are seeking an experienced Corporate Tax Manager Methods, Credits & Incentives (R&D) to join our growing R&D Tax Credit practice. Corporate Tax Manager Methods, Credits & Incentives (R&D) Hybrid Minimum Of 3 Days In The Office Or Minimum 3 Days At The Client. This role focuses on navigating com

Senior Underwriter AmTrust E&S Insurance Services. AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities.

Hiring Range: $47,000 - $58,000.Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.WE can offer YO

Resideo is seeking an ambitious, detail-oriented Principal Accountant to join our Technical Accounting and Financial Reporting group who enjoys working on interesting and complex accounting issues. The Principal Accountant will report to the Senior Manager of Technical Accounting & Financial Reporti

As an Audit Staff Accountant, you will play a pivotal role in providing high-quality audit and assurance services to our diverse clientele.

Must have an active DOD clearance.

The Financial Advisor (FA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc. A FA will need to le

Premium Auditors examine the financial records of businesses insured by commercial property and casualty insurers to make sure they are following laws and regulations. As a premium auditor, looking for evidence of fraud and checking that insured businesses adhere to these regulations are your primar

Organize and review client-provided financial information, ensuring accuracy and completeness. Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues. Assist in preparing tax projections and estimates to guide clients in making informed fi

As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs. Deep local connect

The support employees receive goes beyond a standard benefit offering, where employees have access to financial security benefits, a generous time-off program and employee resources groups for peer support. Additionally, all employees have access to our holistic employee wellness program, which focu

A well-established certified public accounting firm with a history spanning over 80 years is seeking a dedicated and seasoned Senior Tax Accountant to join their growing team. Develop year-end tax projections and strategies for quarterly estimates and tax planning. Manage the resolution of tax notic

We are seeking a detail-oriented and motivated Staff Accountant to join our Financial Reporting & Consolidation team.

LHH Recruitment Solutions is partnering with a growing company to identify a Senior Accountant to join their accounting team.

North American Partners in Anesthesia is an equal opportunity employer.

Staff Accountant (Accounts Payable & Billing).Detail-oriented and motivated accounting professional with hands-on experience in accounts payable, billing, and financial record management.This role supports core accounting functions, including month-end close, reconciliations, and maintaining accurat

Senior Accountant, General Ledger. We are looking for a Senior Accountant, General Ledger to join the Accounts Payable (AP) team within the Corporate Finance department.

Assist the Department Manager in the preparation, review, and financial reporting of monthly, quarterly, and supplementary information issued to the corporate office and Senior Management.Prepare journal entries and accruals during the month-end close process to include a reconciliation of the inter

Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired. Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required. Compile each c

The Senior Financial Risk Analyst supports the Financial Risk Manager in the comprehensive identification, measurement, monitoring, and reporting of the credit union's financial risks, including credit risk, interest rate risk (IRR), liquidity risk, price/market risk, model risk, and capital risk. S

A leading co-operative is seeking a full-time Director of Finance to oversee financial operations based in Melville, SK. The ideal candidate will have over 10 years of finance experience and leadership background. A degree in Business or Finance and CPA designation are preferred.

As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. At LPL Financial, we believe that everyone deserves objective financial

An Underwriter Assistant provides support to an Underwriter by reviewing applications, evaluating risk, creating quotes, and processing new and renewal business. Bass Underwriters will provide the tools and mentorship to help make you successful in your position. Our relationships are driven by our

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the

Job DescriptionCareer Description: Financial Professionals work with clients to identify, outline and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Training, Support and Professional Development:NYLIC University is one of the most comprehensive and well-respected training programs in the industry. Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity. Career Advancement - After two years as a successful agent, additional opportunities that maybe available include: Partner, Development Manager, Product Consultant, and Home Office opportunities in recruiting, marketing, or training.

Job Description WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well-being of individuals and families. Requirements Requirements • Bachelor's degree in finance, economics, or a related field., • Previous experience in financial consulting or a similar role is preferred., • Strong analytical and problem-solving skills., • Excellent communication and interpersonal skills., • Ability to build and maintain relationships with clients., • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support

Job Description WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well-being of individuals and families. Requirements Requirements • Bachelor's degree in finance, economics, or a related field., • Previous experience in financial consulting or a similar role is preferred., • Strong analytical and problem-solving skills., • Excellent communication and interpersonal skills., • Ability to build and maintain relationships with clients., • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $100,000 at plan yearly Responsibilities: • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Valid FINRA Series 7 & 63/66 preferred but not required, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Must have the ability to successfully network and prospect for new clients, • Must live in or near Long Island, Brooklyn, or Queens About Company About NYL - Melville: We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $60,000 - $100,000 yearly Responsibilities: • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs, • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional, • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM Qualifications:, • Strong relationship management skills and/or experience required, • Ability to successfully network to prospect new potential clients is a must, • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity About Company As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

We are seeking an experienced and motivated Senior Tax Accountant to join a dynamic team in Melville. Develop year-end tax projections and strategies for quarterly estimates and tax planning. Perform tax research and deliver training on relevant topics.

Seniority level: Mid-Senior level. Get notified about new Tax Accountant jobs in. They’re looking to hire Tax Seniors and Tax Managers for their two offices locations in NYC and Long Island.

A national professional services firm seeks a skilled Tax Senior Accountant in Melville, NY.

Develop, recommend, and implement comprehensive process improvements designed to streamline patient financial interactions, drive significant efficiencies, enhance overall patient financial understanding and satisfaction, and measurably improve self-pay collection rates all while ensuring strict adh

Residential Mortgage Underwriter. Minimum 5-7 years' experience as an Underwriter in a financial services or mortgage banking environment preferred.

Our clients are enterprises as diverse as sophisticated financial institutions and start‑ups, global public firms, and middle‑market companies, as well as high net worth individuals, family offices, not‑for‑profit organizations, and entrepreneurial ventures across a variety of industries. We

Referrals increase your chances of interviewing at Big Think Capital by 2x. Direct message the job poster from Big Think Capital. Manager of People and Culture @ Big Think Capital.