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Financial Planner Job Duties: Provide financial planning and investment advisory services. Prepare financial policy and procedure documentation. Identify financial process improvement.

The duties will include day to day bookkeeping, bank account reconciliations for various small business entities.Assisting in preparing financial statements.Filing various simple tax forms with local agencies.Keeping a client contact regarding open issues.Friendly small firm environment conducive to

The Teller performs efficient and accurate banking transactions while: Communicating clearly with clients aking clients feel appreciated Making it easy to do business with the bank Position Responsibilities: Engage the bank client by welcoming them with a warm friendly smile, pleasant demeanor, usi

Serves as central point of contact for WebTPA for resolving financial issues, ensuring financial compliance, mitigating financial risk, and safeguarding its assets. Leads the organization, coordination, implementation, and communication of comprehensive strategic and financial performance review pro

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range

The Director, Financial Planning & Analysis (FP&A) leads the financial modeling, planning, and analysis functions to support business performance and growth. This role serves as a strategic partner to executive leadership, providing financial insights, forecasting, and decision support to drive oper

Operations Manager Credit Cards - Judgmental Lending Dallas, Tx. Position Overview: Looking for a Senior Manager with experience in Credit Cards and Judgmental Lending.

Proven experience overseeing multi-entity hospitality operations (hotel management or ownership group experience is highly preferred). Proficiency with hospitality-specific systems such as M3, ProfitSword, and major brand reporting platforms (Marriott, Hilton, etc. Spire Hospitality is a nationally

Interim Financial Corporate Controller. Are you an experienced Financial Corporate Controller looking for your next challenge? Join us at Jefferson Wells, where we offer a contractual opportunity for a motivated and detail-oriented professional.

In FTI Consulting's Corporate Finance & Restructuring organization, we focus on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional opportunities faced by corporations, boards, private equity sponsors, creditor constituencie

P10 is looking to hire a Part-time Receptionist. As the Part-time Receptionist at P10, this individual will play a pivotal role in creating a positive and efficient office atmosphere. They will be the first point of contact for clients, investors, and team members, ensuring a seamless experience. The ideal candidate will possess exceptional interpersonal skills, a keen attention to detail, and the ability to uphold the highest standards of professionalism. Work Schedule: • Part-time position (24 hours/week), • Monday–Thursday, 9AM-3PM Primary Responsibilities: • Welcome and greet visitors with professionalism and courtesy., • Answer and direct incoming phone calls, taking messages when necessary., • Maintain a polished and organized reception area., • Ensure a high level of hospitality for clients and guests., • Serve as a liaison between clients, investors, and internal staff., • Handle inquiries with discretion and direct calls to the appropriate parties., • Manage incoming and outgoing mail and packages., • Provide administrative support to team members as needed., • Assist with catering and technology needs in conference rooms., • Coordinate conference room reservations and logistics., • Ensure the office space reflects the professionalism and high standards of the firm., • Monitor, order and replenish snacks and beverages., • Ensure the kitchen area is clean and organized., • Coordinate with building management for office maintenance., • Periodically inspects printers to ensure good operating condition., • Perform any special projects, additional duties and tasks as assigned. Qualifications • High School Diploma or equivalent., • Proven experience as a receptionist or in a similar administrative role, preferably at a professional services firm., • Impeccable professional appearance and demeanor., • Strong organizational and multitasking abilities., • Excellent verbal and written communication skills., • Proficiency in Microsoft Office Word and Outlook. P10 is an Equal Opportunity Employer and is committed to providing employees and applicants with an environment free of discrimination and harassment. All employment decisions at P10 are based on business needs, job requirements, and individual qualifications. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, gender identity, sexual orientation, national origin, family or parental status, veteran or disability status, or any other status protected by the laws or regulations in the locations where we operate. Americans with Disabilities Act (ADA) P10 will provide reasonable accommodations during the application process upon request as required to comply with applicable laws. If you have a disability and require assistance in this application process, please contact us at (847) 878-3371 or .

Auditor Job Duties: Ensures compliance with established internal control procedures by examining records, reports, operating practices, and documentation.

Financial Analyst Job Duties: Reviewing and analyzing tax returns and financial statements. Imputing financial data into a valuation model. Imputing industry trends and analyzing data from company sp

Location- Dallas TX Hours - 8-5pm Role - Client front facing role Environment - Corporate - Class A High Rise Office. Pay - $55,000 - $57,000 FTE Business Model - In office 5x Mon - Fri. Experience required - No more than 2-4 year of administrative experience in a corporate setting. The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role. Responsibilities • Handle and coordinate active calendars, • Schedule and confirm meetings/ Receive tenants/ POC for tenant inquires, • Work in tandem with professional engineering team, • Process and code invoices/Stock up on office supplies, • Extensive use of Microsoft Office and Outlook, • Ensure file organization based on office protocol, • Provide ad hoc support around office as needed Qualifications • Bachelor's degree or 2-4 years of OFFICE or CORPORATE equivalent experience, • Strong interpersonal, customer service and communication skills, • Ability to multitask and VERY proactive organizational and time management skills., • Client facing focused., • Proficient in Microsoft Office suite

Recruitment Incentive: Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements.Click apply for complete details on the recruitment incentive details and eligibility.At their core, those who join the Secret Service are courageous, intelligent, strong

Technical Expertise: At least 10 years experience in the end-to-end global processes, Six Sigma, or other lean manufacturing and high level of understanding of general business operations and internal control concepts; ability to assess and contribute to effectiveness of a business process / system

Pursuing a Bachelor's Degree in Accounting or Finance with an expected graduation date between December 2026 and June 2027. Ankura's Forensic Accounting and Claims Consulting (FACC) practice focuses on assisting corporations in the quantification and presentation of first party insurance claims as a

Prepare and present accounting, budgeting, reporting, and accounting system matters to senior management. Implement effective internal controls and recommend to management the implementation of policies, procedures, processes and controls based on continual analysis of current accounting processes.

Parking Lot Attendant / Lot Auditor.

You will be a Senior Financial Analyst at our Texas location, supporting contract Earned Value Management System (EVMS) setup and management, cost control and analysis, and proposal preparation. As a Senior Financial Analyst, you will establish and manage program cost baselines, conduct Earned Value

Distribution Accounts Payable Clerk. Jason's Deli; Accounts Payable Clerk- Non-exempt. The Accounts Payable Clerk provides clerical support necessary to pay the obligations of the company.

Safran Helicopter Engines is seeking a Financial Analyst for their Grand Prairie, Texas location. The candidate should have strong financial analysis skills, attention to detail, and experience working collaboratively with other departments.

Bachelor's Degree in finance or Accounting.

In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a com

ACCOUNTING CLERK - QUALIFICATIONS: 1-2 years of work experience in high volume accounting data entry preferred.Able to work effectively with customers internal and external to the agency.General knowledge of accounting practices including preparation of journal entries, account reconciliation and a

Global Financial Crime Executive - Financial Intelligence Unit. Lateral-US/job/Charlotte/Global-Financial-Crime-Executive---Financial-Intelligence-Unit_25032697). The Global Financial Crime ("GFC") Executive I - Financial Intelligence Unit - Detection contributes to the direction and drives the deve

Job Duties: Vice President, Financial Accounting with Goldman Sachs & Co. Perform fund accounting and financial reporting for entities which invest in foreign and domestic debt and equity investments accounted for at fair value. Coordinate the audit process, implementation of new accounting pronounc

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

Applicants must have a Bachelor's degree in accounting, finance, or a related field, with a Master's degree preferred, and at least 12 years of progressive accounting and reporting experience, including 7 years in a leadership capacity. The Company is seeking a Vice President of Accounting to take o

Already licensed in life insurance (Texas or other) • Ready to level up your income, expertise, and impact • Interested in expanding into investments and financial advisory • Entrepreneurial with a drive for growth and long-term vision Compensation: $73,000 – $126,000+ Performance-based. WHA

The Accounting Manager of Corporate Accounting is responsible for coordinating and optimizing outsourced accounting activities. Accounting Manager Of Corporate Accounting. Accounting or other Finance field.

As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions.

Are you an experienced accounting professional who would love a part-time, work-from-home position allowing you to achieve the optimal work/life balance that you have always dreamed of? Would you enjoy using your accounting expertise to remotely help businesses thrive and support multiple clients wi

The Financial Analyst at Michaels is responsible for supporting the financial planning, analysis, and reporting functions of the organization. This role involves preparing financial reports, conducting variance analysis, and assisting in budgeting and forecasting processes to help the company achiev

Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families.

This employment opportunity at TruStage located at Texas Trust Credit Union in Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. Financial

As a Regional Banker/Teller within PNC's Retail Branch Banking Organization, you will be based in Dallas, TX at the West Illinois Branch.

Use your accounting background to become an FBI special agent! The transition from finance to special agent is more than a career moveits an opportunity to upskill and become an expert in your field. EDUCATION* * Candidates must have a bachelors degree or higher (preferably in accounting or a rela

Proficiency in Microsoft Excel and accounting software (e. If you are interested and meet the qualifications above, we invite you to apply for the Accounting Specialist opening today!. We are currently working on an Accounting Specialist position in Dallas, Texas, with the possibility for remote wor

For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that enables business to flow. We manage and process our clients' business, including onboarding, post-trade processing and regulatory compliance. And we provide front-to-back operatio

Vanguard Financial Advisor Opportunity. Vanguard is seeking talented Financial Advisors to join our dynamic team across four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. Stay updated on financial planning, capital markets, and the financial services industry.

The Billing Department is at the center and forefront of our financial operations. This position is responsible for overseeing the appeals process within the billing department, ensuring timely and accurate resolution of denied or underpaid claims. Strong knowledge of healthcare billing, payer guide

Relationship Banker I/II/III - Dallas Financial Center. The Relationship Banker is responsible for delivering an exceptional banking experience that results in lasting customer relationships. Work collaboratively with Broadway bankers and LOB partners to connect customers with the right expertise fo

The Manager Finance is responsible for overseeing the financial operations and strategies within the Michaels organization. The Manager Finance will work closely with senior management to provide financial insights and support business decisions that drive profitability and growth. Manage and ment

The Senior Accountant will join the Global Finance Strategy team and continue to support our OneStream platform implementation.

The Senior Private Wealth Banker is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature.

Citi Private Bank - Uhnw Private Banker - Director / Md. Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to client

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