Accounting & Finance jobs in Tempe, AZ - Page 4Create job alerts

Job Description The Financial Planner Opportunity We’re looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients. Becoming a financial Planner with Spence, Cassidy & Associates requires a high degree of dedication, commitment, and effort. For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally. We are committed to excellence. At Spence, Cassidy & Associates, you build your practice on your terms – working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. It’s a rewarding career and we invite you to explore the opportunity we offer: • Provide industry-leading training, support, and ongoing development throughout your career, • Support you through a team of advanced financial planning experts and a network of wealth planning,and insurance planning specialists, • Offer exceptional income potential, where your earnings are reflective of your efforts., • Highly Competitive Compensation Plan., • Medical Insurance., • Prescription Drug Insurance., • Health Savings Account (HSA)., • Dental Insurance., • Vision Insurance., • Life Insurance., • Disability Insurance., • 401k Matching Retirement Plan. Spence, Cassidy and Associates is a Dynamic group of Highly skilled and experienced Financial Advisors providing Financial, Estate and Business planning to their clients. We Recruit, Train, and Develop hard working, ethical individuals in the Financial Industry. Our company culture allows you to build a business for yourself but not by yourself and our team's expertise is here to support you as needed. Opportunity awaits; join our team of Dynamic Financial Advisors!

Job DescriptionBenefits: • License reimbursement, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • Birthday Off, • Health benefit (Telehealth), • 401(k), • Bonus based on performance, • Company parties, • Competitive salary, • Free food & snacks, • Opportunity for advancement, • Paid time off, • Signing bonus, • Training & development ROLE DESCRIPTION Lanse Delara - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Account Associate - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may also assist in developing strategies and establishing quotas for our agency. If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. RESPONSIBILITIES • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Work with the agent to establish and meet marketing goals., • Maintain a strong work ethic with a total commitment to success each and every day., • Work alongside your agencys team to ensure successful long-lasting customer relations.QUALIFICATIONS, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Ability to effectively relate to a customerCompensation $45,000.00 - $65,000.00 per year

Assist and support underwriters with new and renewal business including rating, form selection, binding, policy issuance and invoicing. Learn the underwriting process and appetite and assist underwriters with new business, endorsement and renewal underwriting. In conjunction with underwriters, work

You will spend most of your time as a Personal Banker engaging customers in sales conversations in order to identify appropriate financial solutions.

Job DescriptionBenefits: • Simple IRA, • Licensing paid by agency, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionSalary: We are looking for a long term, self driven and reliable person to be a part of our office team. This individual must be independent, highly organized and skilled at multitasking. They will need to be able to handle a variety of situations professionally. Experience in plumbing or trade service not required, as we are willing to train the right candidate. -Opportunity for Bonuses -Health Benefits and PTO Job Type: Full-time Salary: $16.00 - $18.00 per hour Benefits: • Dental insurance, • Health insurance, • Paid time off, • Vision insurance Schedule: • 8 hour shift, • Monday to Friday Supplemental pay types: • Bonus pay Education: • High school or equivalent (Preferred)

Berkley Fire & Marine Underwriters. Headquartered in Chicago, Berkley Fire & Marine Underwriters serves customers throughout the United States, both regionally and nationwide. Executive Sales Underwriter - Inland Marine,.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, comple

In this leadership role, you'll support the Controller in overseeing accounting operations and financial reporting with accuracy and integrity. This position will have a hybrid work environment operating from the Scottsdale, AZ location 3 days per week and working from a remote/ at-home office 2 day

Are you an experienced financial leader ready to drive strategic growth and financial excellence? Our client is seeking an exceptional Chief Financial Officer to join a dynamic executive team and shape the future of this organization. Maintain transparent financial practices across all locations. De

Submit paperwork to and obtain approval from finance sources on all finance deals. Sell finance and insurance products to customers and process payment. Strong track record of Auto Finance sales, product penetration and customer service.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Bank of America is committed to an in-office culture with speci

Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Works collaboratively within the branch and through various channels with BM

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, comple

Direct Bill Processor Location: Mesa, Arizona (in-office) Salary: $21.63 ph Duties: • Responsible for the obtaining and posting Direct Bill Statements., • Responsible for processing all download activities from internal software systems and other imports, • Responsible for manual processing of statements, • Responsible for obtaining statements from carrier websites, • Coordinate with direct bill cash receipts team to reconcile (daily) DB receipts against statements received â€" details commissions deposited but statement not received, • Daily reconciliation(by carrier) detailing carrier cash deposited/received with total commissions posted in EPIC and total Unposted, • Daily reconciliation (by carrier cash receipt) detailing cash received from carrier, commissions posted and unposted commissions, • Prepare a variety of commission analyses and reports., • Participate with internal and audit requests, • Responsible for statement archives as required by Internal Audit, • Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork Requirements: • 5+ years of recent experience Accounts Receivable, • High school diploma required; some college preferred, • Must be able to manage projects efficiently and effectively, as well as, meet set deadlines, • Strong Excel skills required, • Must have strong analytical, organizational, interpersonal and communication skills, with excellent customer services skills and an ability to respond to the needs and requests of coworkers and clients., • Must be able to consistently achieve high work standards, attention to detail, accuracy, and timeliness., • Must demonstrate initiative ability to think, work, and ask questions when necessary, • Must be comfortable working in a fast-paced environment, • Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Strong knowledge of financial management principles, including GAAP, financial reporting, budgeting, and forecasting. Plan and execute post-acquisition integration, ensuring systems alignment, accurate financial tracking, and post-close deliverables. Ensure tax compliance, regulatory adherence, risk

This position will require flexibility and the ability to multi-task and shift priorities to meet the needs of the team and clients, while keeping track of the lower-priority items. The ideal candidate will possess a great deal of common sense, initiative, flexibility and problem-solving skills. In addition to being organized and analytical they must possess strong business judgment and communication skills needed to interact with a variety of different people and job functions both inside and outside the firm. Responsibilities and Duties: • Answer and direct phone calls., • Act as point of contact for internal and external clients., • Provide general support to visiting clients., • Prepare reports and/or special projects, which may include data collection, coordination, final copy preparation, distribution, etc., • Analyze and synthesize information from a range of data sources to understand issues, identify options and support sound decision making., • Fosters long-term professional relationships with clients, customers, and vendors through exceptional customer service., • Responsible for maintaining the accuracy of the data in CRM software., • Manages assigned projects in a timely, accurate, and efficient manner., • Responsible to maintain document management system, including scanning all paper documents and organizing electronic files., • Data entry to include new client information, project information and financials., • Maintain organization and cleanliness of all communal areas including, lobby, copy room, supply room, conference rooms & kitchen., • Prepares conference room for meetings including offering and setting out beverages; arranging and ordering lunch if requested., • Maintain accurate email database for reoccurring updates to clients., • Collaborate with operations staff to identify and implement best practices., • Performs other administrative duties and provides support and assistance as requested. Required Skills/Abilities: • Outstanding customer service skills., • Excellent verbal and written communication skills., • Excellent organizational skills and attention to detail., • Excellent time management skills with a proven ability to meet deadlines., • Ability to function well in a high-paced and at times stressful environment., • Ability to proactively identify problems and formulate effective solutions., • Ability to work extended hours during busy season to include evenings and Saturdays., • Able to type minimum of 50 words per minute., • Extremely proficient with Microsoft Office Suite or similar software with the ability to learn new or updated software., • Able to work with little supervision and complete projects. Education and Experience: • High school diploma required; AA in Business Administration or related field preferred., • Experience in financial industry preferred., • 3+ years of Executive Assistant or related experience required. Physical Requirements: • Repetitive motions including the wrists, hands and/or fingers., • Prolonged periods of sitting at a desk and working on a computer., • Must be able to lift 15 pounds at times. Benefits: · Dental insurance · Health insurance · Life insurance · Vision insurance · Retirement plan · Paid time off

The Assistant Controller will be responsible for the integrity of accounting information and compliant business processes; acts to provide financial insight; works with the Controller and VP of Finance on thorough reporting and analysis, identifies trends and collaborates with business leaders; prov

It's fun to work in a company where people truly believe in what they are doing.At Dutch Bros Coffee, we are more than just a coffee company.We are a fun-loving, mind-blowing company that makes a difference one cup at a time.The Accountant is responsible for assisting in the review and reconciliatio

Leading the monthly financial forecasting process to include analysis and recommendations on awards, sales, operating margin, and cash. Preparation and presentation of financial data to internal and external customers, including variance analysis and forecasts. Experience with Earned Value and finan

If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you. As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the wel

Our 10-week Finance Summer Analyst Program begins in early June and is designed to provide rising seniors with hands-on experience and business exposure in the world of Financial Management. Depending on your area of interest, offers may be into a defined full time analyst position in one of our Fin

Dutch Bros Coffee Accounts Payable ExFlow Specialist.It's fun to work in a company where people truly believe in what they are doing.At Dutch Bros Coffee, we are more than just a coffee company.We are a fun-loving, mind-blowing company that makes a difference one cup at a time.This role is responsib

Knowledge of basic accounting principles.

The Accounting Specialist will be responsible for issuing invoices, applying payments, and liaising with Sales to ensure prompt payment while maintaining good customer relations and achieving company standards for results.

Analyze quarterly financial activity and compile quarterly CFO Call workbook for review by Controller and CFO and submission to President and Corporate headquarters.

Bachelor's degree in Accounting preferred or related field and 1+ years of experience preferably in project accounting, revenue accounting, or contract accounting. Revenue Accountant's with project accounting and revenue activities. Strong computer skills: Intermediate Excel, general ledger/accounti

You will play a crucial role in setting financial targets for departments and cost pools, delivering insightful variance commentary on actual performance, driving strategic planning and ensuring financial success. Acting as a financial resource for the functions you support, you will create delivera

Tellers act as service representatives responsible for providing a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, cashiers' checks, money orders and cash advances.Responsible for balancing each day's transactions and verifies cash totals.Establi

As a Relationship Banker you'll be responsible for managing a portfolio of clients consisting of property management companies and self-managed communities.

We are seeking a passionate and experienced Chief Financial Officer (CFO) to lead our financial operations and be a strategic partner in achieving our mission. Oversee all financial operations, including accounting, budgeting, forecasting, cash flow management, and financial reporting. Develop and i

Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportun

Understand financial reporting and the significance of each financial statement. The Staff Accountant II will support the Accounting and Finance departments by monitoring the financial health and stability of company-owned shops and supporting the Staff Accountants. Prepare and present timely and ac

Our client is one of the largest privately held.AM Best “A” rated and backed by 40+ years of success.Known for its commitment to underwriting profitability and an exceptional workplace culture, the company is actively hiring.Alpharetta, GA) to support continued growth.This role focuses on monito

As a Personal Banker within PNC's Retail organization, you will be based in Scottsdale, AZ.

Confluent Medical Technologies is a financially healthy and rapidly growing medical device company whose employees are passionate about providing life-saving solutions to our customers through a collaborative and high-impact work environment.Our environment reflects a culture of growth, leadership,

If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you. As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the wel

As a Relationship Banker you'll be responsible for managing a portfolio of clients consisting of property management companies and self-managed communities.

The Financial Analyst will conduct quantitative analyses of information affecting budgets, expenses, and other financial projects for Isagenix. Assist in monthly financial operations review, identify trends and collaborate with members of accounting to ensure alignment with Company goals and be cons

Ensure compliance with GAAP and nonprofit-specific accounting standards. Strong background in nonprofit accounting and financial reporting. Passion for the nonprofit sector and a commitment to supporting mission-driven organizations.

Financial Analyst - Level 4 (Senior Principal). Financial Analyst - Level 4 (Senior Principal). Leading the monthly financial forecasting process to include analysis and recommendations on awards, sales, operating margin, and cash.

Academies of Math and Science Impact Group. AMS Impact Group is the management company of Academies of Math and Science, a network of 10 top-rated nonprofit charter schools serving nearly 10,000 scholars in Arizona and Arkansas, and a select management services provider for schools nationwide.

Serve as key liaison to internal Employee Benefits teammates and internal Accounting/Finance business units as it relates to invoicing and accounting functions. Accounting software experience and management of a company's accounts ledger required.

Job Description About Carvana At Carvana, we sell cars, but we are not salespeople. We have made it our mission to create a hassle-free way for people to buy and sell cars. We saw a huge problem with how much of a headache it is to buy a car the traditional way, so we committed ourselves to put customer satisfaction at the core of our business, we have built a no-pressure, no-haggle online car buying experience that saves our customers time and money. Customers can search through thousands of vehicles online, see full 360-degree views of both the interior and exterior of the vehicles before deciding to go through the purchasing process. Our Customer Advocates will then either deliver the purchased vehicle to our customer's driveway using one of our kick-ass one-car haulers, or they will meet our customers at one of our amazing coin-operated Vending Machines. About the Team and Position The Team Lead, Customer Care (Sell to Carvana, Verification, Customer Experience) will drive individual development and team success through constructive coaching and results-oriented motivation. We are looking for someone who is passionate about coaching, has knowledge of the Carvana customer experience process (or is able to quickly learn), and is willing to be in the trenches with their team. What you'll be doing • Leading, mentoring, and motivating the team to perform at the highest level., • Promote an environment that fosters and ensures all team members meet or exceed all Carvana standards + performance metrics., • Actively looking for ways to improve the overall customer and employee experience., • Implement new processes and revamp old processes to optimize efficiencies., • Maintain and produce daily, weekly, and monthly reports of quality metrics and respective targets and goals., • Addressing and effectively managing complex and sensitive customer-facing issues., • Proactively communicating with leadership regarding business performance, the adverse impact of decisions on the customers, and potential risks to the business., • Being a continuous positive force within the office, creating strong morale and spirit throughout the team., • 5+ years work experience in a customer-facing team environment, • 3+ years of supervisory/leadership experience, • College Degree Preferred, • High School Diploma, GED, or equivalent education required., • Ability to communicate clearly and concisely, both internally and externally., • Ability to multitask and prioritize effectively., • Ability to diagnose and resolve complex issues., • Experience working with all levels of management., • Strong ability to coach and motivate others., • Experience with strategic planning and process improvement., • Successful track record of guiding teams to exceed goals., • Strong customer relations skills., • Excellent interpersonal and leadership skills. What we'll offer in return, • Full-Time Salary Position, • Medical, Dental, and Vision benefits, • 401K with company match, • A multitude of perks including student loan payments, discounts on vehicles, benefits for your pets, and much more, • A great wellness program to keep you healthy and happy both physically and mentally, • Access to opportunities to expand your skillset and share your knowledge with others across the organization, • A company culture of promotions from within, with a start-up atmosphere allowing for varied and rapid career development, • A seat in one of the fastest-growing companies in the countryOther requirements, • Experience with Tableau or other reporting tools, • Ability to work variable schedule(s) as necessary. Carvana is an equal employment opportunity employer. All applicants receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, marital status, national origin, age, mental or physical disability, protected veteran status, or genetic information, or any other basis protected by applicable law. Carvana also prohibits harassment of applicants or employees based on any of these protected categories. Please note this job description is not designed to contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Works collaboratively within the branch and through various channels with BMO partners to deliver the desir

Master's degree or equivalent experience in accounting or finance.

Are you an experienced bookkeeper ready for the next challenge? Do you enjoy staying busy and making a difference in a growing company? Are you known for your integrity, reliability, and attention to detail?.Is this the role you are looking for If so read on for more details, and make sure to apply