Accounting & Finance jobs in Cherry Hill, NJ - Page 3Create job alerts

Job DescriptionBenefits: • Competitive salary, • Employee discounts, • Health insurance Duties and Responsibilities include the following. Other duties may be assigned. • Prepare or direct completion of weekly Payroll and related reporting .*, • Stay informed and share with management current and changing employment and labor laws and regulations and establish company process and procedures to remain compliant., • Create and communicate organizational policies and procedures to comply with federal and state policies and directives, and current accounting standards., • Establish, maintain and lead financial planning & analysis. Document and implement financial processes and procedures, • Manages the payroll platform/HRS and training system and oversees company processes handled within the platform including training for managers and directors., • Perform financial reconciliations. Coordinate and direct the financial planning, budgeting, procurement, or investment activities for the organization, • Collaborate with Bookkeeping and Accountant to ensure we are meeting all state and federal requirements.*, • Establish process and oversees inventory control and correction.*, • Responsible for managing company cash and cost analysis and makes appropriate and company-beneficial recommendations., • Oversee Vendor accounts, business activity reports, financial position forecasts, annual budgets, and reports required by regulatory agencies., • Conduct or coordinate audits of company accounts and financial transactions to ensure compliance., • Receive, record, and authorize requests for disbursements in accordance with company policies and procedures., • Develop and maintain strong relationships with banking, insurance, and external accounting partners to facilitate financial activities., • Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.*, • Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.*, • Advise management on short-term and long-term financial objectives, policies, and actions., • Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources., • Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met. Education/Experience: Bachelors degree and five to ten years related experience and/or training; or equivalent combination of education and experience. CPA preferred. Computer Skills: To perform this job successfully, an individual should have knowledge of Microsoft Office; inventory, general accounting, point of sale software, and payroll software. Special Skills: Diligent Stringent Team player Leadership Organization Strong written communication skills Strong verbal communication skills Detail oriented Professional Certificates and Licenses: Supervisory Responsibilities: Directly supervises one employee. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must occasionally lift and/or move up to 50 pounds. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl.

Job Description LHH Recruitment Solutions has partnered with a distribution company We are seeking a highly motivated and detail-oriented Senior Accountant to join our growing distribution company. This is a unique opportunity for a finance professional who is eager to take ownership of accounting operations and grow into a Controller role. You’ll work closely with leadership to shape financial strategy and ensure operational excellence. Job Title: Senior Accountant Salary: $80- $95k Location: Onsite – Philadelphia, PA 19125 Employment Type: Full-Time Key Responsibilities: • Manage day-to-day accounting operations, including general ledger, accounts payable/receivable, and bank reconciliations, • Prepare monthly, quarterly, and annual financial statements, • Support budgeting, forecasting, and variance analysis, • Ensure compliance with GAAP and internal controls, • Assist with audits and tax filings, • Implement process improvements and financial systems upgrades, • Collaborate with cross-functional teams to support business growth, • Mentor junior accounting staff as the team expandsQualifications:, • Bachelor’s degree in Accounting or Finance (CPA preferred), • 5+ years of progressive accounting experience, preferably in distribution, logistics, or manufacturing, • Strong understanding of GAAP and financial reporting, • Proficiency in accounting software (e.g., QuickBooks, NetSuite, SAP), • Excellent analytical, organizational, and communication skills, • Proven ability to work independently in a fast-paced environment Pay Details: $80,000.00 to $95,000.00 per year Search managed by: Cassandra Coakley Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description Job Description: One of Insight Global's healthcare clients is looking for a Senior Internal Auditor to join their team. The Senior Internal Auditor will report to the Director of Internal Audit and is responsible for executing audits of operational, financial, and clinical functions from start to completion. Responsibilities: • Perform Audit Procedures (identifying and defining issues, developing criteria, reviewing and analyzing evidence, creating process narrative and documents control design, implementation and operation), • Prepare working papers, conduct interviews, review documents, and compose summary memos, • Follow up on audit finding to ensure corrective action is implemented, • Identify and document issues and recommendations using independent judgment, • Communicate the results of projects via written reports and oral presentations to management/timely reporting of obstacles and provides regular progress reports of overall audit to management Requirements: • Bachelor's Degree (Accounting, Finance, Healthcare or Business Administration), • 5+ years of HOSPITAL internal audit experience, • Familiarity with computer-assisted audit software (Visio, Power BI, Tableau), • Perform undeveloped financial and operational audits, • General audit methodology, • Develop key internal audit deliverables (including process flows, work programs, audit reports, and control summaries), • Ability to handle concurrent audits with varying details and deadlines, • Certified, or pursuing certification (CIA, CHIAP, CFE, CISA, CPA)

Job DescriptionDescription: Description DUTIES: • Assisting patients in applying for Medical Assistance and or Charity Care, • Accurately document patient information and completing tasks in a timely manner, • Assisting patients in applying for Medical Assistance and possible other hospital state or federal programs, when applicable., • Interviewing patients in a hospital or office setting to complete necessary forms., • Verifying health insurances., • Working with patients and/or family members, employers, banks and federal/state offices for additional information as needed, • Other duties as assignedRequirements: REQUIREMENTS • Bilingual: English and Spanish, • Training location: Cherry Hill, NJ Approx. 6-8 weeks, • Excellent interpersonal skills both written and verbal, • Ability to work independently and as part of a team, • Trustworthy, detail oriented and organized, • Working knowledge of Microsoft applications: Outlook, Word, and Excel, • Ability to learn and work with multi-State Medicaid eligibility regulations (previous Medicaid experience a plus), • Work Schedule: Monday- Friday 8:00AM-4:30PM

Job Description • Remote, Flexible Schedule, Lucrative Earning Potential, • Commission, Residual, Agency & Bonus Income (Performance), • Looking for business-minded individuals & entrepreneurs We are seeking ambitious individuals who love finance, sales, and building something special on their own time. We have helped 30,000 clients and 1,000+ financial professionals over the last 20 years. Our team is growing rapidly across the U.S., and we’re seeking motivated individuals to become licensed financial professionals. You'll work directly with clients to help them protect their income, build wealth, and plan for their future. No prior experience is necessary—our proven training and mentorship programs will guide you every step of the way. What We Do: • Retirement Planning (401k/IRA rollovers), • Indexed Strategies, • Life Insurance & Annuities, • Child Head-Start Planning, • Business Owner Solutions, • Estate Planning Full-Time: Start right away. Grow a clientele. Grow a team. Part-Time: Grow your practice part-time, on your own time. Referral Partner: Have the network, connections, or families who need our help. Who We Look For: • Financial Professionals / Insurance Agents, • Customer Service, • Sales & Marketing, • Public Speaking, • Coaching Backgrounds, • Leadership & Management, • Real Estate & Mortgage Lenders, • 100% remote—Zoom is our virtual office, • Extremely positive and supportive culture, • No Leads Purchasing, Door Knocking, or Cold Calling, • One-on-one mentorship with a designated Field Trainer, • Ongoing training to help you launch and scale your business, • Must be 18 or older and reside in the U.S., • Must have or be willing to obtain a Life & Health insurance license (we have discounted prices on the license and help you obtain it), • Must pass a background check, • Must have or be eligible for a valid U.S. Social Security NumberCompany DescriptionAt Finera Financial, we believe every individual deserves the chance to step confidently into a new and improved financial era. We provide trusted guidance, powerful protection strategies, and future-focused solutions tailored to each client’s unique goals. Whether you’re building wealth, protecting your family, or planning for retirement, we help you take control and create the financial life you deserve. It’s not just about money—it’s about freedom, clarity, and peace of mind for the road ahead.At Finera Financial, we believe every individual deserves the chance to step confidently into a new and improved financial era. We provide trusted guidance, powerful protection strategies, and future-focused solutions tailored to each client’s unique goals. Whether you’re building wealth, protecting your family, or planning for retirement, we help you take control and create the financial life you deserve. It’s not just about money—it’s about freedom, clarity, and peace of mind for the road ahead.

Job Description 100% REMOTE OPPORTUNITY Our client is a publicly traded, multi-billion dollar software and data analytics firm. They are in need of an experienced Senior Tax Accountant, with strong ASC 740 knowledge. While ensuring that the tax software is properly maintained and functioning in an efficient manner, you will primarily focus on income tax compliance and reporting, research, planning, and other special projects. Utilizing strong analytical and accounting skills, you will have a solid background in both federal and state tax compliance, ASC 740 and a demonstrated research ability. Responsibilities Include: • Experience working on a global scale, you will coordinate with external service providers on non-US subsidiaries in LATAM and Canada, including processing payment requests as well as initial review of income and withholding tax calculations., • You will research tax issues, analyze federal and state laws to interpret how they apply to the company, prepare technical documentation to communicate tax issues., • Exhibiting strong technical skills, you will manage the department’s cloud-based file system. As a self-starter, you will prepare and review income tax workpapers to support tax returns including book/tax differences, apportionment, and other supporting schedules. Qualifications: • Bachelor’s degree in Accounting with a minimum of 3+ years of experience working in tax and working in a global tax environment with experience in accounting for income taxes under ASC 740 and/or IAS 12, • Big 4 or Tier 2 public accounting experience strongly preferred, • Must possess superior organizational and documentation skills, • Excellent interpersonal skills and an ability to foster a team-oriented environment, working collaboratively with cross-functional departments.Company DescriptionAn Established, leading manufacturer of commercial equipment located in the Philadelphia area.An Established, leading manufacturer of commercial equipment located in the Philadelphia area.

Job Description Location: Philadelphia, PA (on-Site) or Hybrid (Home + On-Site) As Financial Controller, you’ll be responsible for the full oversight of Ehmke’s financial performance, including ownership of our P&L and active participation in strategic decision-making. You’ll directly manage our bookkeeper and oversee key financial functions including payroll administration, account reconciliation, cost control, and financial performance analysis. You’ll report to the President & CEO and serve as a trusted advisor to the senior leadership team as we continue to scale and optimize operations. Key Responsibilities • Oversee and manage all financial operations and reporting of a $15+ Million Company., • Own and manage the company’s profit & loss (P&L) statement, • Prepare daily financial dashboard reports and monthly account analysis, • Lead month-end, quarter-end, and year-end closings, • Collaborate with outside CPA and auditing firms to prepare accurate financial statements, • Manage ACH and wire transfers when needed, • Coordinate monthly sales tax reporting, • Supervise payroll and ensure accurate reconciliations, • Drive cost-reduction initiatives and profitability analysis Whether you’re stepping up into your first senior role or building a solid financial management foundation, we’re looking for someone with sharp financial insight, operational awareness, and a desire to lead and grow with a mission-driven company. Education & Experience: • Bachelor’s degree required (Accounting or Finance preferred), • 5+ years of experience in business accounting, financial management, or bookkeeping, • 2+ years in a Financial Controller or senior accounting management role, • Strong experience with SAGE 100 (or comparable ERP/accounting software), • Background in job costing and margin analysis, • Prior exposure to lean manufacturing or job-shop style production preferred, • Proven ability to manage financial performance and meet P&L objectives, • Strong analytical, organizational, and communication skills, • High integrity and a collaborative, team-first leadership style, • Skilled at preparing and presenting financials to senior leadership, • Self-starter with strong initiative and follow-through, • Adaptability to thrive in a fast-paced, hands-on environment, • Lean Six Sigma or similar process improvement experience is a plus, • Flexible mindset: ability to work on-site, hybrid, or remote as neededCompany DescriptionJoin Our Mission: Help Build the Gear That Supports America’s Warfighters Make a Meaningful Impact—Starting Day One! Ehmke Manufacturing Company, Inc. is looking for a results-oriented, hands-on Financial Controller to join our leadership team. For nearly 100 years, Ehmke has proudly manufactured high-performance textile products that help safeguard U.S. service members—ranging from tactical gear and aircraft interiors to mission-critical sewn systems for every branch of the U.S. Military and Special Operations Command. This is more than a job—it’s a calling. If you’re energized by purpose, passionate about process, and ready to grow within a dynamic manufacturing environment, we want to hear from you.Join Our Mission: Help Build the Gear That Supports America’s Warfighters\r\n\r\nMake a Meaningful Impact—Starting Day One!\r\n\r\nEhmke Manufacturing Company, Inc. is looking for a results-oriented, hands-on Financial Controller to join our leadership team. For nearly 100 years, Ehmke has proudly manufactured high-performance textile products that help safeguard U.S. service members—ranging from tactical gear and aircraft interiors to mission-critical sewn systems for every branch of the U.S. Military and Special Operations Command.\r\n\r\nThis is more than a job—it’s a calling. If you’re energized by purpose, passionate about process, and ready to grow within a dynamic manufacturing environment, we want to hear from you.

Job Description The Staff Accountant is responsible for managing and executing various financial and accounting functions, including financial reporting, reconciliations, analysis, and compliance. The applicant hired will play a key role in maintaining the integrity of the organization's financial data and assisting the Controller and CFO to complete a variety of important routine accounting tasks. Please note, this role is on-site. Key Responsibilities: • Provide support with General Accounting, Accounts Payable, and Accounts Receivable functions, • Review Purchase Orders, process RMAs, and enter Credit Memos in the accounting software, • Review and approve expenses incurred and paid by company cards in the expense module, • Serve as a trained back-up for processing of vendor bills and check runs, • Create monthly adjusting entries to reclass overhead expenses, • Help maintain depreciation and amortization schedules as needed, • Perform weekly and monthly reconciliations for bank and other financial accounts, • Assist in physical inventory checks and adjustments, • Maintain cost reports for company's Live Event revenue stream, • Generate monthly commission schedules, • Help maintain compliance with state and local government bodies by Filing Annual Reports, • Renewing of licenses, registering for Sales tax, etc. (Guidance provided), • Research applicable prevailing wage rate for new projects, • Bachelor’s degree in accounting or equivalent experience, • 3-5 years of experience in accounting or finance roles, with progressive responsibilities, • Strong knowledge of GAAP and financial accounting principles, • Proficiency in accounting software, ERP Systems and Microsoft Excel, • Excellent analytical, problem-solving, and communication skills, • Attention to detail and ability to work independently, • Knowledge of Job Costing concepts (Preferred), • Knowledge of relevant tax laws and regulations, • Ability to handle sensitive financial information with discretion accountant, accounting, job costing, financial reporting, general ledger, CPA, P&L, bank reconciliation, taxes, corporate taxes, tax law, payroll, prevailing wage, multi-state

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Competitive salary, • Dental insurance, • Free uniforms, • Health insurance, • Opportunity for advancement, • Paid time off, • Vision insurance, • This role requires you to be Bilingual Spanish* Are you passionate about helping others and providing top-notch customer service? Do you thrive in a dynamic and fast-paced environment? If so, we have an exciting opportunity for you! Join the Ahida Garcia State Farm Agency as a Sales Representative and become an integral part of a dedicated team committed to protecting and enriching the lives of our customers. About Us: The Ahida Garcia State Farm Agency is a renowned and customer-focused insurance agency, dedicated to providing comprehensive insurance and financial services to our community. As a proud State Farm affiliate, we take pride in our strong values, exceptional service, and unwavering commitment to our customers' needs. Job Description: As a Sales Representative, you will be the first point of contact for potential customers seeking insurance and financial solutions. Your main responsibilities will include: • Establishing rapport with customers and understanding their unique insurance needs., • Educating customers on available insurance products and services., • Assisting customers in selecting appropriate insurance coverage to meet their requirements., • Cross-selling and upselling State Farm products to maximize customer benefits., • Processing policy changes, payments, and claims efficiently., • Proven experience in sales or customer service roles preferred, • A strong passion for helping others and a genuine desire to make a positive impact on people's lives., • Ability to adapt to changing situations and handle multiple tasks simultaneously., • A proactive and goal-oriented mindset, driven to meet and exceed sales targets., • Exceptional problem-solving abilities and attention to detail., • Ongoing training and development opportunities to enhance your skills and knowledge., • A supportive and collaborative team that feels like family., • Opportunities for career growth and advancement within the agency., • Salary plus commission/bonus, • Paid time off (vacation and personal/sick days) HOURS Weekdays 9AM - 5PM, Sat. 9AM-1PM

Job Description Direct Counsel is assisting one of the world’s leading international law firms in hiring a highly qualified midlevel associate to join their Investment Management – Financial Institutions practice group in either the New York, Philadelphia, or Washington, DC office. Qualifications: * 3–5 years of experience with investment adviser regulatory matters * Comparable law firm experience and/or experience working at the Securities and Exchange Commission * Familiarity with the Investment Advisers Act of 1940 and other federal securities laws * Experience counseling top-tier investment management firms on regulatory matters, including registration, conflicts of interest, compliance policies, advertising/marketing, SEC examinations, enforcement defense, and new product development * Excellent academic credentials with strong organizational, drafting, communication, and analytical skills * Active bar membership in the state of the office for which you are applying Compensation: * Final salary will be determined during the interview process, based on experience, expertise, and other factors * Total compensation may include a comprehensive benefits package, including medical, financial, 401(k) eligibility, paid time off (vacation, sick time, parental leave), and more

Job Description The Accountant will provide support to the Fiscal Department. ESSENTIAL & CORE FUNCTIONS: 1. Performs account analysis., 2. Prepares and posts journal entries., 3. Completes bank reconciliations., 4. Prepares cost reimbursement invoices., 5. Prepares financial statements., 6. Assists with payroll processing and ADP system updates., 7. Conducts payroll compliance audits and reports., 8. Perform other tasks as required by the Finance Director. ADDITIONAL RESPONSIBILITIES: 1. Performs other duties and special projects as assigned. Requirements PREREQUISITES & QUALIFICATIONS FOR THE POSITION: 1. Bachelor’s Degree in Accounting or Business required., 2. One (1) to two (2) years of work related experience required., 3. Experience working with ADP., 4. Understanding of applicable wage and hour laws., 5. Experience with the use of Solomon software preferred., 6. Valid FBI clearance, criminal history check and child abuse history clearance required. Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability

Job Description DEPARTMENT: Fiscal REPORTS TO: Assistant Controller/Controller POSITION SUMMARY: The Senior Accountant is responsible for analyzing financial data, communicating problems, and making recommendations to the Assistant Controller/Controller. This individual will be responsible for the accounting and reporting of various federal, state, local, private foundations, and corporate sponsored social service programs. ATTRIBUTES: • Aligned with the UAC mission of having a strong desire to uplift our community;, • Able to work within a team to make both the team and the client successful;, • Proactive at identifying, communicating and resolving issues before they grow;, • A skilled problem solver able to own partner issues from beginning to end. PRIMARY RESPONSIBILITIES: • Work closely with program leaders to develop budgets and budget modifications;, • Prepare journal and closing entries as required;, • Prepare accurate and timely monthly, quarterly and annual reports to program leaders, including budget comparisons;, • Provide schedules as requested for annual audit;, • Provide information to program partners with regards to grant proposals (i.e. copies of certificates of liability, letters of incorporation, BCO certificates, etc.);, • Prepare monthly invoices to funders;, • Prepare and review Aged Accounts Receivable and Accounts Payable reports by funder and program monthly;, • Follow-up with funders regarding outstanding invoices as requested;, • Conduct new program partner fiscal orientation;, • Perform special projects/duties as assigned by the Assistant Controller/Controller;, • Assist with preparation of the UAC audits and related schedules;, • Management of UAC General Funds Department Accounts and Related assets;, • Work closely with leadership to create Standard Operating Procedures (SOP) for Fiscal team;, • Responsible for supporting and achieving Department Annual and Quarterly Goals;, • Knowledge of federal, state, and local accounting, compliance and reporting requirements as they relate to nonprofit organizations (familiarity with City of Philadelphia regulations a plus);, • Strong knowledge of Microsoft Office software (Word, Excel);, • Detailed-oriented and organized with excellent analytical ability;, • Excellent communication and customer service skills to effectively communicate with employees, business leaders, program managers and directors;, • Must maintain a high level of professionalism, integrity, and confidence;, • Must have the ability to meet established accounting and reporting deadlines;, • Must have the ability to work independently and as a member of a team. EDUCATION AND WORK EXPERIENCE: • BS/BA degree in Accounting, additional education/certification is a plus;, • Proficiency in accounting software (e.g. NetSuite), • Minimum of five (5) years of progressive accounting experience., • Experience working in a nonprofit organization or with nonprofit clients

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: • Working at Centri is not just a job, it is a career path. We promote on talent, not tenure, allowing our team to take ownership of their growth & career trajectory As a key member of the executive team, the Chief Financial Officer (CFO) will serve as a strategic business partner and be responsible for oversight of the Finance functions within the organization. The CFO will have primary day-to-day responsibility for planning, implementing, managing and controlling all financial activities of the Firm including accounting, budgeting, financial reporting and treasury. Core Responsibilities: • Build, develop and lead a strong finance department. Ensure the efficient day-to-day operation of the accounting and finance functions through direct supervision and overall goal setting for the department., • Serve as key business partner and contributor to growth strategies, business development programs and long-range planning, ensuring that current revenue-generating strategies create Firm value. Prepare special analyses/evaluations in support of major business decisions, • Ensure that standardized financial management policies and procedures are in place and followed; Evaluate internal controls and maintain a system of controls over accounting transactions., • Collaboratively develop operating policies and procedures and improvement programs for the achievement of business objectives., • Build and maintain primary banking relationships. Coordinate the reconciliation of all cash accounts, including client funded accounts and provide investment oversight, including cash management., • Direct annual budget process. Oversee short-and long-term financial health of organization. Provide financial guidance to management on budgetary controls, costs, pricing, cost estimating or other special assignments., • Provide strategic fiscal planning to offer a basis for future decision-making in the organization, including future expansion., • Present financial, legal and other operational issues to the Senior Management and Firm Advisory Board., • Review employee benefit plans and annual renewal analysis., • Oversee the Firm's agreements, contracts and engagement letters with respect to legal requirements, proposed modifications and risk identification., • Coordinate filing of tax return and ensure proper maintenance of accounting records and documentation in compliance with statutory requirements and policies. Manage the financial tax and local reporting and ensure that it is timely and accurate. Preparation of annual K-1 tax worksheets/schedules and coordinate with external auditors for annual benefit plan reviews., • BS in Accounting, Finance or Business required. CPA required. MBA preferred., • Minimum of 20 years of progressive accounting and finance experience, with at least 10 years of experience at the executive level., • At least 10 years of experience in the professional services industry., • M&A and Capital Financing experience preferred., • Experience with NetSuite or comparable ERP platform valued., • Experience overseeing a multiple office environment preferred., • Advanced Excel skills and proficiency in Word and PowerPoint., • Strong appreciation for procedure, process and operational excellence., • Excellent presentation skills; strong executive presence and public speaking ability., • Strong network of external professional contacts. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #LI-Hybrid

Job Description A large real estate investment and management firm is seeking an Accountant to join their team and perform the day-to-day accounting, treasury, and operational tasks for an assigned portfolio of real estate properties and investment vehicles. This is a hands-on roll with exposure to all aspects of the business and potential for significant growth. DUTIES AND RESPONSIBILITIES: • Prepare and maintain books and records for assigned properties/entities, • Prepare monthly financial statements for distribution, • Prepare monthly lender reporting, • Prepare monthly work papers with supporting documentation, • Reconcile bank accounts, • Book all transactions into accounting software (RealPage), • Participate in monthly draw process, • Participate in coordination and completion of annual audits, • Participate in preparation of property budgets and projections, • Interact with internal management, internal investment team, internal property managers, banking institutions, investors, lenders, JV partners, external tax and legal advisors, and auditors as necessary, • Participate in deal closings including acquisitions, dispositions, and financing transactions, • Ad hoc projects as requested QUALIFICATIONS: • Bachelor's Degree in Accounting, • 0-3 years of Real estate investment accounting/operations experience at an owner/operator/lender or third-party administrator (open to recent graduates), • Motivated and dependable team player with impeccable ethics who maintains strict confidentiality, • Excellent written and oral communication skills, • Self-starter with the ability to work independently, • Sound business acumen and decision-making skills with an aptitude for identifying when issues need escalation to senior management, • Ability to meet deadlines in a fast-paced environment, • Proficiency in Microsoft Office Suite, • Proficiency with RealPage software is a big plus but not required, • ‘No job is too small’ mentality #AIONhire

Job Description Robert Half is looking for a detail-oriented Staff Accountant with an eye for accuracy to join a team based in Philadelphia, Pennsylvania. This Contract Staff Accountant position offers an excellent opportunity for candidates to contribute their accounting expertise within the real estate and property management industry. The ideal Staff Accountant candidate will possess strong organizational skills and a proactive approach to managing financial tasks. Click the apply button today and check out this amazing opportunity that will allow you to utilize your skills in a dynamic environment. If you have any questions, please contact Robert Half at 215 568-4580 and mention job reference #03720-0013286187. As a Staff Account Your Responsibilities will include but are not limited to: • Upload invoices into the accounting system and ensure accurate record-keeping., • Review property statements to verify expense allocations and communicate with vendors to maintain strong relationships., • Process split bills and manage monthly insurance allocations., • Handle recurring ACH transactions for customers and post relevant entries., • Retrieve and organize Amazon property bills on a monthly basis, ensuring proper documentation., • Process payables for Amazon-related expenses and manage NSF checks., • Match resident refund checks with disbursement authorizations weekly and handle mailing., • Visit the post office for mail collection and distribute mail to appropriate departments or properties., • Monitor utility bill autopayments and manually process checks as needed., • Generate weekly accounts payable reports and create purchase orders for new hires and specific requests. Click the apply button today and check out this amazing opportunity that will allow you to utilize your skills in a dynamic environment. If you have any questions, please contact Robert Half at 215 568-4580 and mention job reference #03720-0013286187. The Ideal Staff Accountant will meet the following Requirements: • A Bachelor's degree in Accounting, Finance, or a related field., • Previous experience in real estate or property management accounting is a plus., • Proficiency in corporate tax, including sales tax and corporate tax return preparation., • Experience with journal entries and maintaining general ledger accounts., • Familiarity with accounting software, especially Yardi, is highly preferred., • Strong attention to detail and ability to manage multiple tasks simultaneously., • Excellent communication skills for vendor interactions and team collaboration., • Ability to handle payment processing, refunds, and check management efficiently., • Organizational skills to ensure timely and accurate completion of financial responsibilities. Click the apply button today and check out this amazing opportunity that will allow you to utilize your skills in a dynamic environment. If you have any questions, please contact Robert Half at 215 568-4580 and mention job reference #03720-0013286187.

As a key member of the Chubb Multinational team the Underwriter will contribute to the achievement of regional profitability and production results through the growth development and underwriting of Multinational package (P&C) programs for U.

This role involves both master data and transactional data updates including customer accounts suppliers purchase order processing service order processing processing invoices reconciling accounts and generating reports while ensuring data accuracy and confidentiality. Data Entry Skills: Proficiency

Are you ready to join Connecticut Innovation’s vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut’s strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech. Come join ___!! About Quorus Quorus is reshaping how custom, tax-managed portfolios are delivered. We partner with leading asset managers to deliver personalized, tax-optimized investment strategies to financial advisors and their clients without the operational complexity that typically makes this offering cost-prohibitive. We believe every client deserves access to personalized investment solutions. But for financial advisors, running hundreds of custom portfolios while maintaining investment integrity and tax efficiency is nearly impossible without robust technology. That’s where Quorus comes in. We’re a high-growth, venture-backed startup with a modern infrastructure purpose-built for active portfolio management at scale. Our overlay enables real-time tax and investment optimization at the individual account level. Financial advisors gain access to differentiated strategies and scale their practice without extra overhead. Asset managers get a new distribution channel for their actively managed strategies. Everyone wins. As the number of financial advisor clients we serve grows, we are looking for a talented individual to join our team. Director of Customer Success, Operations & Strategy We’re looking for a hands-on player-coach to build, scale, and own our financial advisor success infrastructure. You’ll design and operationalize the post-sale experience for financial advisors, including onboarding, education, support, reporting, and retention. You’ll partner cross-functionally with trading, product, engineering, and sales to deliver a consistently exceptional experience to every advisor. This is a ground-up, builder role for someone who wants ownership over both the advisor journey and the systems that enable it. You’ll also be a thought partner in defining how financial advisors engage with custom, tax-managed strategies and how we scale that engagement across tens of thousands of clients. What You'll Do • Own the end-to-end advisor success experience, including defining the advisor lifecycle from onboarding through expansion and renewal., • Design and execute scalable systems and workflows, • Translate advisor experience into CRM and success workflows (e.g., Airtable, Salesforce, Zapier, and our proprietary code base), • Work closely with Quorus’s asset manager partners and their go-to-market teams to develop and deploy process and collateral to support their sales efforts, • Enable and educate advisors about Quorus, and help answer questions about our platform and offering, • Create playbooks, FAQs, and toolkits to help advisors understand and communicate the value of custom, tax-managed strategies, • Build lightweight training and enablement programs to drive advisor self-sufficiency, • Partner with PM and engineering to deliver advisor-level AUM, performance, and tax value reporting, • Explore ways to increase team leverage through automation, AI-based triggers, and recommendation engines, • Work closely with portfolio management, trading, engineering, and asset manager success to ensure aligned service across stakeholders, • Serve as the voice of the advisor within Quorus product and ops discussions, • Support the Quorus executive leadership team and board of directors with various internal strategy projects and analysis What You'll Bring • 5+ years in customer success, client operations, or strategy at an asset manager, fintech, RIA aggregator, TAMP, or advisor tech platform, • Deep familiarity with the independent advisor channel, especially how the different pieces of RIA custodial platforms and technology providers operate, • Proven ability to build advisor enablement systems and journeys (onboarding, success metrics, risk scoring, renewal planning), • Comfortable working in a fast-paced, rapidly changing startup environment, • The ability to work autonomously, support multiple functions, and execute at a high level while designing for the future., • Ability to leverage a range of tools, including generative AI, to work quickly and iteratively on a wide range of projects, including product development, client service, marketing, and portfolio management, • Excellent strategic thinker and communicator with a bias for clarity, follow-through, and systems thinking, • Comfortable in ambiguity and excited to build from zero, • Ruthlessly aggressive self-starter, able to identify, prioritize, and execute to drive Quorus’s overarching goals. Bonus: • Experience with tax-managed SMAs, UMAs, or direct indexing platforms, • Series 65, or the ability to obtain the required license, shortly after starting employment, • Experience with SQL and Python, with an emphasis on data analysis libraries such as Pandas, • An advanced degree, such as an MBA, a Master's, or a Doctorate in a technical field Why Quorus • Seed-stage startup backed by institutional venture capital firms and industry leaders such as WisdomTree, • Strong culture of collaboration, autonomy, and work-life balance, • Opportunity for meaningful impact on business growth, product development, and company direction, • Meaningful equity-ownership with additional grants for impactful employees Benefits • A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life balance., • Competitive pay, as well as equity for eligible positions, • Reimbursement for healthcare, dental, and vision insurance plans, • 401k savings plan, • Unlimited Paid Time Off (PTO) Important Notes • Quorus is a Registered Independent Advisor. This role will need to adhere to the Quorus employee handbook, including trade restrictions and disclosures, and Code of Ethics., • Employment is contingent on the completion of a background check, • Role is a Hybrid role with in-office presence required 2 days a week., • The role can be based in the Greater Philadelphia or Greater Harford area. The applicant will be expected to relocate to the area. Quorus is committed to providing equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status, and to affirmatively seek to advance the principles of equal employment opportunity.

$90-120K + Bonus Hybrid - Philadelphia Area Leading Trading Systems FINTECH firm seeks entrepreneurial Client Support/ Trading Systems Integration Analyst with 2+ years SQL, and 1-2 years scripting in Java, Python or .NET, from a financial services, investment management, fintech or similar environment - to join a successful trading platform implementation company in a client services financial software implementation role (any ETL - Extract Transform Load data management experience is a plus). This is a client support focused role, working with asset managers and hedge fund clients helping them to implement front office trading software solutions, and integrate data across IaaS, SaaS platforms and Data Warehouse applications – providing technical support on issues including Transaction Processing, Data Mapping, Data and System Integration, trade and custodial data uploads. This is an excellent opportunity to join a collaborating and growing team with lots of growth and opportunity to learn, and advance your career in FinTech. Requirements: • Bachelors in Computer Science, IT, Engineering, Math, or similar is a plus, • 2+ years SQL / SQL Server experience, along with 1-2+ years coding/ scripting in either Python, Java or .NET., • Any ETL Data management / integration experience is a plus., • Some knowledge of VBScript or related data integration experience - light programming / basic scripting in either JavaScript, SQL or Python., • Some Financial Services, Capital Markets, FinTech, Investment Management or similar industry experience - ideally in a Client Services, Investment Operations, Trade Support or Data Analyst/ Database Support role., • Experience with Extract Transform Load (ETL) systems like SSIS, Informatica, or Talend, • Ability to problem solve and successfully manage client relationships, • Entrepreneurial and passionate about using software to solve problems, • Excellent communication skills *HYBRID - Philadelphia Area For immediate consideration please submit resume in Word or PDF format AN EQUAL OPPORTUNITY EMPLOYER

Job Description Summary: As a full time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • 1-2 years of teller and retail experience preferred;, • 1-2 years strong sales skills and customer service experience preferred;, • High school diploma or higher;, • Strong knowledge of banking products;, • Precise figure aptitude and strong attention to detail;, • Strong interpersonal, time management and organizational skills;, • Excellent verbal and written communication skills required;, • Strong PC skills preferred;, • Ability to ask questions to learn about customer’s financial needs and, when the customer sees the value, introducing them to other bank team members;, • Ability to work with manager to increase customer advocacy effectiveness through feedback and coaching;, • Ability to stand for extended periods of time;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs., • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships; We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training. Training schedules are based on availability. Columbia Bank offers the following benefits: • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays. Monday to Friday: 8:30am until closing, working 40 hours, must be able to work alternating Saturdays: 8:30am until closing based on business needs. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job Description SEEKING Store Teller Part time position available. Financial Service Center seeks - Experienced Teller. Responsibilities • English and Spanish speaking a plus, • Must know basic computer skills, • Must have your own transportation, • Saturday and Sunday shifts required

Job Description Summary: As a full time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • 1-2 years of teller and retail experience preferred;, • 1-2 years strong sales skills and customer service experience preferred;, • High school diploma or higher;, • Strong knowledge of banking products;, • Precise figure aptitude and strong attention to detail;, • Strong interpersonal, time management and organizational skills;, • Excellent verbal and written communication skills required;, • Strong PC skills preferred;, • Ability to ask questions to learn about customer’s financial needs and, when the customer sees the value, introducing them to other bank team members;, • Ability to work with manager to increase customer advocacy effectiveness through feedback and coaching;, • Ability to stand for extended periods of time;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs., • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships; We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training. Training schedules are based on availability. Columbia Bank offers the following benefits: • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays. Monday to Friday: 8:30am until closing, working 40 hours, must be able to work alternating Saturdays: 8:30am until closing based on business needs. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

We are currently seeking an experienced financial advisor to join our dynamic team. Develop and prepare comprehensive financial plans for new and existing clients. Create a planning process to help individuals meet their financial goals.

Primary Responsibilities: Provide financial reports and interpret financial information while recommending further courses of action, advise on investment activities and provide strategies to minimize financial risk.

This position is ideal for someone who enjoys wearing multiple hats—balancing light bookkeeping responsibilities with key administrative support—in a professional legal environment.

Job DescriptionPosition Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities • Establish customer relationships and follow up with customers, as needed., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • 401K, • Salary plus commission/bonus, • Paid time off (vacation and personal/sick days), • Flexible hours, • Growth potential/Opportunity for advancement within my agencyRequirements, • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal and listening, • People-oriented, • Detail oriented, • Proactive in problem solving, • Able to learn computer functions, • Ability to work in a team environmentIf you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Health insurance, • Opportunity for advancement, • Paid time off Are you a people-person who thrives in a fast-paced environment and is motivated by results? As an Account Associate, youll play a key role in supporting customer needs while driving business growth through proactive engagement and solution-based selling. If you enjoy building relationships, identifying opportunities, and helping others protect what matters most, this is the opportunity youve been looking for. Why Join Us? • Sales-Driven Opportunity: Leverage both inbound and outbound activity to generate leads and drive product adoption., • Uncapped Potential: Unlock bonus opportunities and commission incentives based on your performance., • Career Development: Receive hands-on training, mentorship, and support to advance into higher-level sales or leadership roles., • Positive Impact: Help individuals and families find peace of mind through tailored insurance solutions. Your Day-to-Day Responsibilities: • Manage customer accounts and provide service with a sales mindset, identifying upsell and cross-sell opportunities., • Assist clients with policy changes, coverage questions, and product recommendations., • Follow up on claims and support the resolution process to ensure a positive customer experience., • Coordinate with underwriting and internal teams to expedite policy approvals and ensure accuracy., • Maintain accurate records in the customer database and monitor client lifecycle opportunities. What Were Looking For: • Energetic and outgoing communicator who thrives on helping people., • Organized and detail-oriented with the ability to manage multiple tasks effectively., • Prior experience in sales, insurance, or customer service is a plusbut well train the right candidate., • A proactive problem-solver who is comfortable having consultative sales conversations., • Willingness to obtain or maintain state insurance licensing (well support you every step of the way). Start Building Your Career in a Role that Makes a Difference If you're ready to grow professionally, earn more, and help others along the way, wed love to speak with you. Apply now and lets see how far you can go with us!

Job DescriptionBenefits: • Salary Plus Commission, • 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., • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • Health insurance stipend, • Licensing paid by agency, • 401(k), • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off, • Training & development, • Company parties, • Flexible schedule, • Health insurance Located in the heart of South Philadelphia, our office is easily accessible via the Broad Street subway line. We foster a supportive and goal-driven work environment, with perks like dress-down Fridays and a culture that encourages both personal and professional growth. If you're looking for a workplace that values development, teamwork, and success, wed love to have you join us! ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Paul Hoffman - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. 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. Paul Hoffman - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds.

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Signing bonus, • Training & development My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Philadelphia, PA and help customers with their insurance and financial services needs, including: • Auto insurance, • Home insurance, • Life insurance, • Retirement planning ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Adam Hutcheon - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. 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 client accounts and update information in the database., • Assist clients with policy changes and inquiries., • Process insurance claims and follow up with clients 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: • Licensing paid by agency, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off Were a close-knit group, small but mighty, consisting of three full-time team members and one part-time member. Collaboration and teamwork are at the heart of everything we do. We offer a supportive and flexible work environment with great perks, and as we continue to grow, were exploring ways to expand our benefits even further. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Dane Cox - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. 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 client accounts and update information in the database., • Assist clients with policy changes and inquiries., • Process insurance claims and follow up with clients 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: • Bonus based on performance, • Competitive salary, • Health insurance, • Opportunity for advancement, • Paid time off, • Profit sharing We take pride in delivering top-tier customer care and fostering a supportive work environment where teamwork is key. Our philosophy is simple: work hard, play hard. If you're looking for a career where you can grow, be part of a collaborative team, and make a real impact, wed love to meet you! ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Erica Bantom Martin - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. 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 client accounts and update information in the database., • Assist clients with policy changes and inquiries., • Process insurance claims and follow up with clients 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 Description Atrium LLC is a Design Built Company with different divisions, from architectural services, real estate development & Construction. We are looking for an Administrative Support Assistant and Accounting Assistant for our dynamic company. We are looking for an energetic, hardworking person with strong organizational skills and the ability to work quickly and multi-task efficiently. Ideally we are looking to fill a full time position; however, it can start as a part time and transition into full. The position's responsibilities will include: Office administration: • Managing all office/administration activities (mail, phone, emails etc.), • Maintaining office equipment & supplies, • Maintaining an orderly and accurate filing system, • Prepares accounts payable checks, • Answers vendor inquiries., • Analyzes vendor accounts, • Maintains all accounts payable files, • Make deposits, as necessary, • Producing QuickBooks Reports, • Producing Excel Spreadsheets, • Assists with accounts receivable and special projects, as necessary

Job DescriptionPosition Overview: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities: • Establish customer relationships and follow up with customers, as needed., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • Simple IRA, • Salary plus commission/bonus, • Paid time off (vacation and personal/sick days), • Flexible hours, • Growth potential/Opportunity for advancement within my agency, • Licensing paid by agencyRequirements:, • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal and listening, • People-oriented, • Detail oriented, • Proactive in problem solving, • Able to learn computer functions This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Bachelor's Degree in Accounting 5+ years of advanced, hand on full cycle accounting experience including financial statement preparation as an assistant controller or controller or in a similar capacity in public accounting Experience working as a financial controller in the technology industry pr

Managing Director, Investment Banking // Business Services Mergers & Acquisitions (M&A). Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in cons

Partner proactively with Relationship Managers, Capital Markets Originators (CMOs) and Regional Management in Commercial and Corporate Banking (TCCB) to meet client and prospect needs and drive revenue by originating, executing and advising on corporate finance activity, with a focus on debt solutio

Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely.

Develops and implements accounting procedures by analyzing current procedures; recommending changes. Answers accounting and financial questions by researching and interpreting data. Provides accounting support for mergers and acquisitions by reviewing financial information; converting data to genera

Established in 2004, Stephano Slack is a mid-sized, full-service public accounting firm specializing in middle market companies stretching across a wide range of industries and entity types. From audit and attest to tax and consulting to business valuation to small business advisory services, our firm supports our clients in a variety of ways to ensure their success. As a part of Stephano Slack, you recognize that we only reach our goals when our clients reach theirs. You're ready to join a team that celebrates innovation, prioritizes providing value to others, strives to always deliver excellence, and encourages you to never stop growing. Administrative Assistant Job Responsibilities • Answer incoming calls and direct callers to appropriate person or forward messages, • Greet and welcome clients and guests, • Maintain conference rooms and schedule meetings, • Sort and distribute incoming mail and packages, • Prepare outgoing mail as needed (certified, overnight, etc.), • Monitor office supplies, place orders as needed with vendors, • Create and maintain client accounts and contact information, • Handle continuing education schedules, • Assist staff with miscellaneous requests and projects, • General administrative tasks as needed and/or assigned, • Opportunity to expand on experience and cross-train with other department admin on various tasks Desired Skills & Experience • High school diploma or GED required; some college or advanced degree preferred, • 1 - 3 years of office experience including phone support and general administrative duties, • Strong customer service and administrative support skills, • Experience with MS Office

Job Description Bookkeeper Our client's law firm in Center City, Philadelphia, is looking for a full-time Bookkeeper. The ideal candidate has at least 3 years of accounting experience, including 1 year in a law firm. This position is onsite initially then moving to hybrid. Responsibilities: • Manage payroll processing and the General Ledger, • Prepare monthly, quarterly, and yearly financial analyses, • Handle month-end and year-end closing processes, • Perform daily accounting tasks, including accounts payable, accounts receivable, and cash receipts, • Help prepare budgets and assist with year-end tax planning, • Follow and enforce company policies Qualifications: • Experience with Paycom or similar time and attendance software, • Knowledge of Thomson Elite 3E billing software or similar is a plus Skills: • Attention to detail and strong organizational skills, • Good analytical and problem-solving abilities, • Clear written and verbal communication skills, • Ability to meet deadlines and manage multiple projects, • Self-motivated team player who respects confidentiality Education and Experience: • At least 3 years of accounting experience, including 1 year in a law firm, • Proficiency in Microsoft Office 365 (Excel, Word, Outlook) Benefits: • Health insurance with 90% of single coverage paid by the employer, • Dental insurance options, 401(k) retirement plan, vacation and sick leave, life insurance, and disability insurance, • Competitive salary based on experience. Equal Opportunity Employer. Questions: Contact

Underwriter Job Duties: Analyze financial data related to loan requests.

Job Description Seeking an experienced bookkeeper specializing in property management for rental properties in Philadelphia, PA. Join a reputable company with a 40-year legacy. Key Responsibilities: • Manage finances for various commercial and residential rental properties., • Monitor property income and expenses, handle rent, late fees, and utility bills., • Process payables, including taxes, mortgage payments, and vendor invoices, using specialized software (Appfolio)., • Process receivables using specialized software (Appfolio). Looking for a detail-oriented, well-organized person. Responsibilities include managing property expenses and handling tenant payments. Provide excellent customer service to property owners and tenants by assisting with their daily needs. This position offers stability and a friendly work environment. THIS IS NOT A REMOTE JOB Compensation: $45,000 - $52,000 yearly Responsibilities: • Maintain precise financial records for Philadelphia rental properties using Appfolio., • Record daily transactions promptly and ensure compliance with laws regarding security deposits., • Process receivables and payables efficiently, posting payments and management fees monthly., • Address tenant delinquencies proactively and clarify charges and credits for tenants and landlords., • Review all accounts carefully for accuracy, manage utility bill payments as needed, and record annual real estate tax payments promptly., • Keep detailed tenant records and provide necessary reports for owners.Qualifications:, • Experience with AppFolio or similar systems, as well as proficiency in key accounting software, is essential for this position., • We appreciate strong attention to detail, excellent organizational skills, and flexibility. Candidates should have previous experience in bookkeeping, property management, management accounting, or related fields. Important skills include good time management, problem-solving, and effective communication., • Familiarity with Google Workspaces, MS Word, Excel, and property management software is beneficial., • The ability to excel in a fast-paced industry is vital., • Strong communication skills are required for interactions with residents and staff., • A friendly and professional telephone manner is also necessary. Experience in real estate is a plus.About Company We are the number one Century 21 firm in Pennsylvania, with 10 locations serving PA and NJ. We are a tech-forward company dedicated to helping our agents increase their business. If you're producing one million in sales and want to grow to three million, or you're currently producing three million and aiming to expand to five or six million, or even ten million. In that case, we are the company for you. We have the technology and the support systems in place to help you double, triple, or quadruple your income! We've done it for others, and we can do it for you. Let us help you grow!

Accountant Responsibilities: Provides financial information to management by researching and analyzing accounting data; preparing reports.Prepares asset, liability, and capital account entries by compiling and analyzing account information.Docume

Children's Hospital of Philadelphia (CHOP) offers countless ways to change lives.Our diverse community of more than 20,000 Breakthrough Makers will inspire you to pursue passions, develop expertise, and drive innovation.At CHOP, your experience is valued; your voice is heard; and your contributions

The Financial Analyst will report to the Senior Financial Analyst and will be a pivotal team member of the Finance unit.

Job DescriptionJob Description Form This job description explains the detail and general nature of the position; and overview of why the job exists and what the job is to accomplish. Job Title Facilities Assistant Reports to Director of Facilities Location Educational Financial Services Overtime Yes if needed Job Purpose The Facilities Assistant assists the Director of Facilities in administrative functions related to the Diocesan High Schools and Schools of Special Education. This includes managing approval of facilities related invoices, tracking expenses related to capital projects, scanning records into facilities software and helping to manage timelines related to projects and contracts. Duties and Responsibilities · Coordinates with outside contractors on a variety of items such as bid documents, contracts, change orders, invoices and payments, fund transfers, and reimbursements. · Assists with setting up project budgets. Tracks costs related to project including keeping track of various funding sources such as the capital budget, school surplus funds, grants, and funds received through school development programs. · Receives, verifies, and processes invoices and other financial transactions related to the completion of construction phases of capital projects within required time frames and contractual arrangements. · Assists with verification and processing of other facilities-related invoices. · Assists with organizing schedules and documents related to capital projects, scanning documents into the AkitaBox software platform. · Tracks compliance with required inspections of elevators, fire alarm systems, backflow preventers, fire escapes, facades, energy management to ensure that the inspections are completed on a timely basis. · Schedules appointments and arranges meetings related to facilities. Responds to phone calls, emails, and correspondence related to facilities or projects. Qualifications Education: High School Diploma required and a college degree preferred. Specialized Knowledge: Facilities Software, Microsoft Office Abilities: The position requires a working knowledge of construction practices, procedures and equipment, including systems oriented toward projects, and engineering/architectural plan archiving. Requires a working knowledge of procedures affecting project bids, contract language, and regulatory requirements. Experience with facilities management software is helpful. Requires knowledge of office practices, procedures, including filing systems, telephone techniques and letter and report writing. Requires working knowledge of those activities associated with statistical and financial record keeping with special emphasis on Excel. Requires knowledge of and skill at using standard office machines, including personal computers with document processing, data entry programs to databases, and spreadsheet applications. Licenses: N/A Experience: Experience in working in facilities management is highly desired. Working Conditions Are there any extraordinary working conditions? Example: Outdoors, No elevators, etc. Must have child abuse clearances. Physical Requirements Are there any physical requirements for this position? Needs a car for occasional travel to visit locations in five county area, must be able to climb stairs and lift small weights as part of facility inspections and project management.

Are you ready for a dynamic position accountable for managing the commercial casualty underwriting operations for a large region? Liberty Mutual insurance is looking for an Underwriting Vice President to head up the Mid-Atlantic region of our large accounts Risk Management operation. Execute the Ris