Financial manager jobs in United States

Enjoy Helping People? See yourself working with high net-worth individuals? Gamma Capital Group is a financial services company that is committed to helping their clients secure their financial freedom! We focus on integrated wealth management, investment advice, retirement planning, and insurance planning for their clients. As a Gamma Capital Group financial advisor, you'll have the flexibility to develop a successful career by providing clients with services and financial products they need and educating them about their financial decisions. Your basic responsibilities will include: Prospecting and networking via face-to-face meetings with potential clients Closing and executing sales transactions Servicing existing clients Analyzing and compiling presentations Attending training sessions and meetings Job Requirements: As a financial sales rep for Gamma Capital Group, you must have a strong entrepreneurial spirit bolstered by confidence, persistence and a high degree of personal integrity. This allows the Financial Services Representatives to quickly establish trust and build the kinds of relationships from which a client base can be developed. Gamma Capital Group's Financial Professionals come from a wide variety of professional backgrounds, from salespeople to bankers to engineers. It is expected that you will utilize the knowledge that you have gained and the networks that you have built in your professional life in order to develop and expand your career as a Financial Services Representative. Our Advisors enjoy: Flexibility and work-life balance most financial careers don’t offer. Competitive compensation and comprehensive benefits. Extensive training and support and a dedicated management team. Training and mentorship for advisors credentials Management and Partner Level Opportunities Comprehensive compensation and benefits: Exceptional Income Potential. Renewals & Residual Income Comprehensive Medical Coverage Retirement Package / Pension Plan Life & Disability income Insurance Compensation is 100% commission the first 12 Months. If you think you are the right fit for a winning team, please apply today! Working for Gamma Capital Group means working for a company that's committed to advancing diversity, equity, and inclusion. We do that through leadership development programs aimed at advancing, engaging, and retaining under-represented talent and our Employee Resource Groups, which strengthen our inclusive workplace, enhance personal development, and provide ways for employees to connect, learn and engage. Experience: Previous employment in sales where you have successfully turned prospects into customers Professional Licenses: Insurance and securities license If you do not have them, you will be required to attain those licenses within 90 days. Sales experience is helpful, but not required MBA, JD, CFP®, CPA or ChFC, a plus Qualifications: Entry-Level Finance experience not necessary - We have training programs! Ability to obtain professional licenses. Skills: Strong communication skills Sales/ marketing/ entrepreneurship interest A four-year college degree or more Results-driven, highly motivated, self-starter At Gamma Capital Group, our purpose is to help people embrace today and confidently pursue tomorrow. That's why we provide an environment focused on transparency, inclusion, trust and respect. Here, you'll discover our expansive range of roles, and a workplace where we aim to help turn your passion into a rewarding profession. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. We are an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

JOE & THE JUICE (J&TJ) is amongst the fastest growing companies in the global food & beverage industry. We are currently hiring for full-time staff, and we want you to help take us to the next level! THE ROLE As a Juicer in J&TJ you will be onboarded into tailor-made training program. Your training will focus on preparing freshly made juice, coffee, sandwich and engaging in customer dialogue, in a fun and fast paced environment. There is room for progression, where you will have the opportunity to progress into a bar manager within 2-6 months based on your skillset and your performance. We want to find the best candidates for our stores around the United States. WHAT WE'RE LOOKING FOR You don't need any previous experience to join our movement, although it is a plus! If you're a hard worker, with a can-do attitude, and an eagerness to learn, we'd love to hear from you! WHAT WE'RE OFFERING Fast progression and an opportunity for a career in Food and Beverage. 94% of our management in our stores started behind the bar, are you our next superstar? Tailor made training programs from Juicer to Regional Manager No uniform - a dress policy, where you can be yourself. Fantastic social calendar for social events throughout the year A generous meal policy to our juicers Our mission is to become the first truly global people-centric F&B brand. To achieve this, we strive to create a culture based around our virtues and operational excellence within our three company focus areas: A high degree of Employee Engagement, delivering great Guest Experiences and securing a strong Financial Performance. Our unique company culture is the backbone of our company’s success, which relies on our employees to adhere to and promote our company virtues: Positive Attitude, Inclusion, Social Ties, and Growth. We are looking forward to your application Notice for US Job Postings Joe & The Juice uses Chat Interview, software that uses artificial intelligence (AI) and machine learning (ML), as one tool to assess candidates for employment and help mitigate bias in the hiring process. The Chat Interview identifies the job qualifications and characteristics contained in your responses to interview questions, such as your traits (e.g., conscientiousness or agreeableness), competencies (e.g., accountability or adaptability), and/or communication skills, and compares them against our desired job qualifications and characteristics in the job description for the position(s) for which you are applying. Job Types: Full-time, Part-time, Pay: $16.00 - $17.00 per hour Benefits: Employee discount Flexible schedule Health insurance Paid time off Shift: 8 hour shift Day shift Evening shift Morning shift Weekly day range: Monday to Friday Weekends as needed

Smarter Energy Services is currently seeking experienced sales professionals to work as in-market Community Solar Representatives (CSR). This is a remote, independent (1099) full commission role. Ideal candidates have at least 1 year of solar sales experience, with 2+ yrs. of direct sales (B2B or B2C) experience. Multilingual is preferred, but not required. Familiarity with different CRM, such as Salesforce, HubSpot, etc., is a plus. CSRs will be responsible for generating new accounts for both residential and commercial community solar. CSRs will do so via both outbound cold-calling (B2B only) and door-knocking (B2B and B2C) prospects in specified areas within a given state. From there CSRs will assist prospective customers applying electronically for enrollment in a community solar farm project. They will do so via online web tools and/or mobile apps. ATTRIBUTES: - Min of 1-year direct sales experience - 2+ years of overall sales experience - History of proven sales success - CRM software experience: preferred - but not required - Multi-lingual - preferred, but not required RESPONSIBILITIES: - Leads generation, management, and weekly reporting - Over-the-phone & in-person sales consultations/appointments - Customer enrollments via online web-portal(s) and/or mobile apps RESOURCES PROVIDED: - Online enrollment tools/apps - Assigned territories ABOUT US: Since 2010, Smarter Energy Services has been serving New York options for a sustainable, long-lasting future – both financially and energy-wise. With the state of the world as it is – economic turmoil and climate change notwithstanding – we all want to do our part and not feel like we are watching our planet erode from the sidelines. That is where Smarter Energy Services comes in. We offer long-term solar solutions in a way that is more accessible for everyone and are doing our best to bring it to everyone we can.

NO EXPERIENCE NECESSARY! Are you tired of being overworked and underpaid? Do you want to become your own boss, and make great money on your own time? Would you like to finally finish some of those projects you have been setting aside and postponing? Would like more time at home with your family, without the pay cut? Well, if you answered yes to any of these questions then, this may be just the job for you!        Not only can you work from home, or on the go, with very flexible scheduling options but, you will also get a chance to create generational wealth for you and your family for many years to come! Both Full-time or Part-time positions available!  No prior experience in the financial services industry is required. Although you must obtain a state license within the state you wish to do business. Not to worry though! My company is willing to pay for any and all state, and federal, certifications necessary! We have a fantastic paid training program. frequent bonus and incentive opportunities, 11 different income streams, stock options, company trips every few months, and so much more! •Paid training program •State and Federal Licenses •Part-time or Full-time positions  •Commission based pay  •Stock opportunities • 11 different income streams  •Bonus pay and incentive opportunities offered regularly.  •Company trips (you +1) with all expenses paid, and more… The desired candidate would possess qualities such as; •Good Communication Skills  •Self-Discipine  •Good leadership, and decision making abilities.    •Ability to develop, manage, and inspire growth, in a team setting. -Goal-oriented  •Good listening skills •Time-Management skills  •Follow instructions correctly  •Trustworthiness Requirements: • Age 18+ only (FEDERAL REQUIREMENT). •Must be able to pass a basic background check.   (No Felonies) •Have access to a computer or   smartphone. Absolutely no cold calling! Please contact me anytime, and attach your resume if interested!!

No Experience? No Problem! Here at SCI - we believe in giving everyone a chance to excel. You don't need prior experience to thrive in our remote roles; we will provide you with the training and support you need to succeed. If you're eager to learn and grow, we encourage you to apply. We have a fun yet challenging employment opportunity for an entry level CSR and financial services representative. The Remote Customer Service Representative (CSR) provides exceptional customer service to internal and external customers of SCI. Through a thorough understanding of SCI practices, the CSR offers solutions that aid and facilitate a unique customer service experience. The primary function of this role is to provide inbound Phone support to SCI Members and donors through the lifespan of their membership with SCI. Responsibilities 1. Contacting our donors via phone and email 2. Scheduling appointments for our field agents and team with prospective donors. 3. Maintaining a detailed record of appointments and interactions 4. Providing excellent services and representing our company professionally 5. Meeting and exceeding daily and weekly appointment setting targets Skills 1. Welcoming and warm personality that demonstrates genuine care for customers 2. Is comfortable conversing with individuals from a variety of backgrounds and all organizational levels 3. Ability to multi-task effectively and prioritize a shifting workload 4. Strong organizational skills and attention to detail in managing administrative tasks 5. Strong problem-solving abilities and the capacity to handle challenging situations with a positive attitude 6. Must perform well independently as well as in a team environment 7. Proficient in Microsoft Office and Google Workspace 8. Basic financial literacy

Job brief We are looking for a responsible Assistant Manager to help organize and run our retail stores and fill in for the Store Manager when needed. Your job will be highly important in ensuring the sales team meets its goals of efficiency and customer satisfaction. Assistant Manager responsibilities include hiring and training sales associates, monitoring inventory and ordering merchandise based on demand. You will also research competitive products and analyze consumer behavior to ensure our store meets and exceeds client expectations. Our ideal candidate will have retail manager skills with a sharp business mindset. You should also be skilled at organizing and solving problems. Interpersonal and mediation skills will also be very useful, since you’ll often be acting as a liaison between managers, employees and customers. Ultimately, the duties of the Assistant Manager are to make sure our stores operate effectively, and that we keep our customers happy. Responsibilities - Assist the Retail Store Manager in planning and implementing strategies to attract customers - Coordinate daily customer service operations (e.g. sales processes, orders and payments) - Track the progress of weekly, monthly, quarterly and annual objectives Monitor and maintain store inventory - Evaluate employee performance and identify hiring and training needs. - Supervise and motivate staff to perform their best - Coach and support new and existing Sales Associates - Monitor retail operating costs, budgets and resources - Suggest sales training programs and techniques - Communicate with clients and evaluate their needs - Analyze consumer behavior and adjust product positioning - Handle complaints from customers - Research emerging products and use information to update the store’s merchandise - Create reports, analyze and interpret retail data, like revenues, expenses and competition - Conduct regular audits to ensure the store is functionable and presentable - Make sure all employees adhere to company’s policies and guidelines - Act as our store’s representative and set an example for our staff Requirements and skills - Proven experience as a Retail Assistant Manager or similar position - Experience with recruiting and performance evaluation processes - Familiarity with financial and customer service principles - Good math skills with the ability to create and analyze reports, spreadsheets and sales statistics - Proficient user of MS Office (MS Excel in particular)Leadership and organizational abilities - Interpersonal and communication skills - Problem-solving attitude - Flexibility to work in shifts

Are you looking for a new career path? We are willing to train the right candidates, you must be willing to obtain a life insurance license to start.  Silver Oak Financial and Transamerica offers one of the best places to start and grow an insurance practice. We are looking for licensed life insurance advisors, Teams and entrepreneurs to partner with in the Pittsburgh and surrounding areas. We want to assist the right individuals with acquiring new clients. Franchise with us or simply add us to your product offerings and you will earn. Commissions bi-weekly Vested Renewals Monthly Bonuses in addition to commissions Remote position, you make your own schedule. Growth opportunities available Obtain several licenses as you go. Local and National Training Case design support from a team of Financial Planners Back-office support for case management and new business processing Income Potential listed is - Based on PT/FT professional's average income. This is a completely uncapped income opportunity I’d like to learn more about you and your experience. Send me a reply if you are open to discussing the opportunity. BUILD YOUR PRACTICE • Enhance your income potential • Grow your business so you can extend your reach in the community you serve. • Opportunities exist to train and help build new financial professionals • Help these individuals pursue success BUILD YOUR FIRM • Create a winning team environment • Help more families secure their financial future

As a Sales Representative at Optifino, you will be at the forefront of our mission, working directly with clients to help them make more money, save more money, and retire early. This role involves strategic outreach through high-volume outbound calls, aiming to enhance our client’s financial well-being. You'll receive the world's best training and tools necessary to thrive in this dynamic environment. Responsibilities Educate potential clients on the value of Optifino’s platform through a high volume of outbound sales calls. Master our products and tailor solutions to client needs, overcoming objections and converting leads into long-term clients. Manage a diverse client pipeline via our CRM system, from initial contact to deal closure. Commit to a consistent schedule to maximize client engagement and sales opportunities. Achieve and exceed monthly sales goals by embracing our comprehensive training and support structures.

We are currently seeking a highly detail-oriented and organized individual to join our team as a Remote Part-Time Accounting Clerk. This position offers the flexibility to work remotely from any location and provides an opportunity to contribute to our finance team in a dynamic and supportive environment.Job Description: As a Remote Part-Time Accounting Clerk, you will play a vital role in supporting our finance department with various accounting tasks. Your responsibilities will include but are not limited to data entry, accounts payable and receivable processing, reconciling bank statements, and assisting with month-end and year-end financial closing activities. This role requires strong attention to detail, accuracy, and the ability to work independently in a remote setting. Key Responsibilities: Perform data entry tasks accurately and efficiently to maintain financial records. Process accounts payable and accounts receivable transactions in a timely manner. Reconcile bank statements and credit card transactions to ensure accuracy. Assist with preparing and processing invoices, expense reports, and other financial documents. Support month-end and year-end financial closing processes by preparing journal entries and reconciliations. Assist with budgeting and forecasting activities by gathering and organizing financial data. Maintain organized and up-to-date financial records and documentation. Collaborate with team members to resolve discrepancies and address inquiries from vendors and clients. Assist with ad-hoc projects and tasks as assigned by the finance manager or supervisor. Adhere to company policies and procedures, as well as accounting principles and regulations. Requirements: Previous experience in an accounting or finance role preferred. Proficiency in accounting software such as QuickBooks, Xero, or similar platforms. Strong attention to detail and accuracy in data entry and financial calculations. Excellent organizational and time management skills, with the ability to prioritize tasks effectively. Ability to work independently and remotely, while also being a team player. Effective communication skills, both written and verbal. Bachelor's degree in Accounting, Finance, or related field preferred. Reliable internet connection and access to necessary technology for remote work. Benefits: Flexible part-time schedule, allowing for work-life balance. Opportunity to work remotely from any location. Competitive hourly rate based on experience. Professional development opportunities and exposure to various aspects of accounting and finance. Collaborative and supportive team environment.

Riveria Investment Group is a New York based investment firm focused on acquiring and developing companies in the middle market. Riveria primarily focuses on growing companies with a history of positive operating cash flows in industries facing favorable long term trends across equity, debt and multi-family real estate. The core of our investment thesis is to partner with strong management teams and provide the necessary support to facilitate growth. Overview: We are seeking a highly skilled and detail-oriented Analyst to join our team. As an Analyst, you will be responsible for conducting quantitative analysis, evaluating financial data, and providing insights to support investment decisions. This is an exciting opportunity to contribute to our investment strategies and make a significant impact in the financial industry. Responsibilities: - Conduct quantitative analysis of financial data, including profit loss statements, balance sheets, and cash flow statements - Develop relationships with investment bankers and intermediaries to help source investment opportunities - Analyze market trends, economic indicators, and company financials to identify investment opportunities - Prepare detailed financial reports and investment recommendations for internal stakeholders - Utilize financial models and valuation techniques to assess the value of securities - Monitor portfolio performance and provide regular updates on market conditions - Collaborate with portfolio managers and research teams to develop investment strategies - Stay up-to-date with industry trends, regulatory changes, and financial concepts - Collect and analyze data from various sources to support investment decision-making process Skills: - Strong quantitative analysis skills with a solid understanding of mathematical concepts - Proficient in financial report writing and ability to effectively communicate complex information - Knowledge of investment banking principles and practices - Familiarity with Bloomberg or other financial systems for data analysis - Excellent understanding of financial concepts such as risk management, asset allocation, and portfolio optimization - Ability to collect, organize, and interpret large sets of financial data - Strong attention to detail and ability to identify trends or patterns in data - Knowledge of cost accounting principles is a plus If you are a motivated individual with a passion for finance and possess the necessary analytical skills, we encourage you to apply for this position. Join our team of professionals dedicated to delivering exceptional results in the world of investments. Note: All positions at our company are paid positions. Job Types: Full-time, Contract Pay: $80,000.00 - $230,000.00 per year Schedule: Monday to Friday Ability to Relocate: New York, NY: Relocate before starting work (Required) Work Location: In person

We are looking for a sales person to sell B2B software for businesses We are a social media management software company we give what businesses need so it’s easy to sell! great commission and bonus pay! This is great for someone to potentially lead to a full-time position and also to learn and grow as well. This is fun if you like to talk to people, this is the job for you. You can easily get people to sign up since this is something that every business uses .Join our dynamic team as we seek a talented salesperson to promote our cutting-edge B2B software tailored for businesses. At our social media management software company, we provide essential solutions that simplify business operations, making sales a breeze. With lucrative commission structures and bonus incentives, this opportunity promises rewarding financial returns. Moreover, this role offers the potential for advancement to a full-time position and provides ample room for personal and professional growth. If you thrive on engaging with people, this role is tailor-made for you. Given that social media management is integral to virtually every business, persuading clients to sign up is a seamless process. Don't miss out on this exciting opportunity to make an impact in the industry and excel in your career journey!

Managing the full cycle of accounting activities for the company Maintaining the accuracy of the general ledger. Attention to detail 3+years of Full Charge Bookkeeping and /or Accounting Experience Experience preparing financial statements and tax returns.

We are small construction firm seeking for office administrative position. Administrative support: Providing administrative support to ensure the smooth operation of the office, including managing correspondence, scheduling meetings, and maintaining office supplies. Office management: Overseeing day-to-day office operations, such as managing office budgets, handling payroll, and coordinating with vendors and service providers.Human resources support: Assisting with recruitment processes, onboarding new employees, maintaining employee records, and administering benefits and payroll. Communication: Serving as a point of contact for internal and external communications, including answering phones, responding to emails, and greeting visitors. Record keeping: Maintaining accurate records and files, including financial records, employee records, and other important documentation. Facility management: Coordinating maintenance and repairs for office equipment and facilities, as well as ensuring a safe and productive work environment. Project coordination: Assisting with project management tasks, such as organizing meetings, tracking project timelines, and preparing reports.Overall, the office administrator plays a crucial role in ensuring the efficient operation of the office and supporting the needs of both employees and management.

Position Overview: We are seeking a highly motivated Real Estate Intern to assist with various tasks related to data gathering, contract building, and homeowner engagement. This role offers a unique opportunity to gain hands-on experience in the real estate industry and offers a commission-based incentive for successful homeowner engagement. Key Responsibilities: Data Gathering & Analysis: Utilize our proprietary software to gather and analyze data on specific homes in the area. Assist in evaluating mortgage information to provide homeowners with a clear understanding of their financial situation. Contract Building & Management: Create and modify contracts using templates and software tools. Ensure all contracts are accurate, compliant, and ready for client review and signature. Coordinate the shipping and tracking of contracts to homeowners and other relevant parties. Homeowner Engagement & Sales: Engage with homeowners to educate them about their mortgages and the potential benefits of selling their homes. Conduct sales presentations and negotiations to facilitate the selling process. Build and maintain strong relationships with homeowners to foster trust and client loyalty. Administrative Support: Assist with general administrative tasks as needed, including scheduling appointments, answering phone calls, and responding to emails. Qualifications: Currently enrolled in or recent graduate of a Bachelor’s program in Business, Real Estate, Finance, or related field. Strong interpersonal and communication skills. Basic understanding of real estate transactions and mortgage concepts is a plus. Spanish is a plus. Highly organized with strong attention to detail. Self-motivated with a strong desire to succeed and contribute to a growing startup environment. Benefits: Hands-on experience in the real estate industry. Opportunity for commission-based compensation. Mentorship from experienced real estate professionals. Flexible working hours, company benefits.

This is an extremely exciting time at 888 Foods with so many opportunities changes on the horizon. We're looking for a General Manager who embodies our vision of a dining experience and is ready to help write our new chapter with our Michelin-starred chef-led Fried Chicken venture. Requirements include: COOKING AS WELL MANAGING An enthusiasm for hospitality, extreme eye for detail, and a constant strive for guest satisfaction A positive attitude towards fellow employees, and the ability to work in a team environment Must be highly organized, efficient, creative, and be able to work precisely Desire to constantly learn more Flexible schedule (must be able to work weekends and holidays) Must be 18 years of age or older Must be able to communicate and understand the language(s) of the work location Must be able to read and execute recipes Basic knowledge of kitchen equipment and procedures, safety and sanitation regulations, and knowledge of food and food production Food Safety Card Required (can be procured with assistance from 888 team) Commitment to quality service and food + beverage knowledge Duties/Responsibilities include: Lead kitchen team, and oversee all staffing needs Maintain pace, standards, and quality of service Create a vigorous learning environment and guide professional development Work closely with ownership and other department heads to manage and meet financial goals Maintaining prime appearance and condition of the kitchen Manage employees including labor costs Manage all restaurant supply purchases Any and all additional duties as determined by ownership Active involvement in recruiting, interviewing, hiring, and training new staff. Contributing to employee training materials, and building resources for our staff to maintain and improve performance. Opening duties, including but not limited to: leading pre-shift meetings, liaising with the management to stay informed on menu changes and service notes Closing duties, including: recording staff tips and hours, writing service recap, checking staff closing duties and performing a final walkthrough of the kitchen and taking inventory Compensation will be determined based on level of experience. The physical demands for this position are seeing, hearing, speaking, reaching, frequently occasionally lifting 25 – 50 pounds, sitting, standing, for 4 to 8 hours, bending, squatting, and moving intermittently during working hours. Additional physical demands include operating heavy cooking equipment, being exposed to hot and cold elements, and working in small spaces. These physical requirements may be accomplished with or without reasonable accommodations. The duties of this position may change from time to time. 888 Foods reserves the right to add or delete duties and responsibilities at the discretion of 888 Foods or its managers. This job description is intended to describe the general level of work being performed. It is not intended to be all-inclusive. 888 Foods is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, creed, religion, gender (including gender identity or expression), transgender status or gender dysphoria, pregnancy, childbirth or related medical conditions, sexual orientation, marital status, domestic violence, sexual violence or stalking victim status, ancestry, national origin, alienage or citizenship, age, disability, military or veteran status, genetic information or predisposing genetic characteristic, immigration status, unemployment status, familial status as that term is described under the New York State Human Rights Law, caregiver or partnership status as those terms are defined under the New York City Human Rights Law (if you are employed in New York City) or other protected status. To apply, please submit your resume and a brief statement expressing your interest in joining the 888 team. Requires Food Handler's License.

Position: Sr. Business Analyst Department/Program: Financial Modeling Job Description & Qualification Notes: Sr. Business Analyst Financial Modeling department Requirements gathering Working on white papers Former financial modeler in the past, or developer background is a plus Senior Business Analyst Responsibilities: Collaborate with business units and IT teams to understand, document, and analyze business processes and requirements. · Use a variety of techniques to understand business requirements, such as interviews, workshops, surveys, site visits, and storyboards. Participate in Agile ceremonies including sprint planning, review, and retrospectives. Communicate tradeoffs to business partners and work with them to shape requirements accordingly. Translate business ness or user requirements into clear, detailed functional and non-functional requirements for IT solutions. · Work with business and delivery teams to prioritize requirements. Conduct data analysis and utilize business intelligence tools to provide actionable insights and support decision-making. Document current processes and models to understand inefficiencies or gaps. Identify and assist in prioritizing opportunities to streamline business processes. Qualifications: · Bachelor’s degree (or equivalent years of experience) in Business, Information Technology, or related field. Minimum of 5+ years of experience as a Business Analyst in an IT environment. Strong understanding of business process mapping, requirements gathering techniques, and Agile practices. Excellent verbal and written communication skills, capable of conveying technical and Agile-related information to non-technical stakeholders. Demonstrated problem-solving and critical thinking skills. Proficiency in Microsoft 365 Office Suite and familiarity with Agile planning and collaboration tools. · Hands-on experience working with senior leadership/stakeholders · Strong customer focus, with the ability to gather and apply feedback effectively. · Expertise in managing and prioritizing backlogs · Proficiency in defining clear and detailed requirements (User stories) for the development team. Experience in the secondary mortgage industry · Experience of data experience (financial modeling and engaged with model owners) Skills / Certifications · Bachelors’ degree required / MBA preferred · Excellent cross-functional team experience · Experience working with Agile tools (Jira, Confluence, etc) · Strong familiarity with design thinking and human centered design

We are a Real Estate Family Office seeking an experienced bookkeeper: Tasks: - Balance and maintain accurate ledgers bank accounts. - Track insurance carrier invoices for timeliness and accuracy. - Coordinate appropriate billing to clients. - Coordinate bank deposits and report financial results on a regular basis to management - Monitor office expenses and tally and enter cash receipts - Pay vendor invoices and track bank account balances - Develop monthly financial statements, including cash flow, profit and loss statements and balance sheets - Report payroll to payroll service, ensure accuracy, arrange for appropriate bank transfers and enter data in accounting software ( Yardi, Quickbooks, and Quicken) - Accounts Receivable collections including tracking of Notices of Cancellation - Maintaining records for and renewal of licenses - Assist in completing the accounting information needed for EPLI and Health Insurance renewals - Administrative record keeping and follow up as needed for principal Skills: - Degree in Accounting or related field preferred - Five years experience working in accounts payable and receivable, general ledger, payroll and payroll reports Insurance experience preferred. - Extensive experience with data entry, record keeping and computer operation. - Proficiency in Microsoft Office including Word, Excel, Quickbooks Quicken, and Yardi. - Detail oriented - Organized Ability to work under fast pasted situations when necessary

Benefits Pulled from the full job description 401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Full job description ```Job Overview``` We are seeking a skilled Dental Receptionist to join our team. As a Dental Receptionist, you will be responsible for providing exceptional customer service and administrative support in a dental office setting. This is a vital role in ensuring the smooth operation of the dental practice and delivering a positive experience for our patients. ```Duties``` - Greet and welcome patients as they arrive at the dental office - Schedule appointments and manage the dental office calendar - Answer phone calls and respond to patient inquiries - Verify insurance coverage and assist with insurance claims - Collect payments and maintain accurate financial records - Maintain patient records and update information as necessary - Coordinate with dental staff to ensure efficient patient flow - Assist with various administrative tasks as needed ```Qualifications``` - Previous experience working in a dental office or similar healthcare setting is preferred - Proficiency in using dental office software systems such as Epic or eClinicalWorks - Strong organizational skills with the ability to multitask effectively - Excellent communication and interpersonal skills - Knowledge of medical scheduling procedures and terminology - Familiarity with general administrative duties and office procedures - Ability to handle sensitive patient information with confidentiality and professionalism If you are a detail-oriented individual with excellent customer service skills, we encourage you to apply for this position. Join our team and contribute to providing high-quality dental care to our patients. Please note that only qualified candidates will be contacted for an interview. Thank you for your interest in this Dental Receptionist position. Job Type: Full-time Pay: $18.00 - $19.00 per hour Benefits: 401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Healthcare setting: Private practice Schedule: 8 hour shift Monday to Friday No weekends Ability to Relocate: New York, NY 10028: Relocate before starting work (Required) Work Location: In person

We are currently seeking a dedicated and enthusiastic individual to join our dental practice as a Dental Office Receptionist. In this position, you will serve as the primary point of contact for patients, greeting them warmly and ensuring their visit is comfortable and efficient. You will manage the patient scheduling system, handle incoming calls and inquiries, and assist with billing and insurance claims. Additionally, you will maintain the cleanliness and organization of the reception area, coordinate with the dental team, and support administrative tasks as needed. Responsibilities: Welcome and check-in patients, making them feel comfortable and ensuring timely appointments. Answer phone calls and inquiries, scheduling appointments, and addressing patient concerns. Verify insurance coverage, process billing, and handle financial transactions. Maintain patient records, including updating medical history and treatment plans. Assist with administrative tasks such as filing, scanning, and organizing documents. Collaborate with the dental team to ensure the smooth operation of the office. Requirements: High school diploma or equivalent; dental office experience preferred. Excellent customer service and communication skills. Proficient in computer software and dental management systems (e.g., Dentrix, Eaglesoft). Ability to multitask and work in a fast-paced environment. Attention to detail and strong organizational skills. A positive attitude and willingness to learn and grow with the practice. Join our team and help us provide exceptional dental care and customer service to our patients!

Verify, allocate, post and reconcile transactions via journal entries with Quick Books; Produce monthly balance sheet and income statement account reconciliations; Prepare detailed expense account analysis; Analyze current financial trends and future commitments; Process invoices for payments; Prepare basic corporate and personal tax returns; Process payroll for employees on ADP; Prepare internal management reports; Prepare Financial analysis, like ROE analysis, cost and labor analysis, customer analysis in the monthly or weekly cycle.

HUMBLLE International Valley Stream, NY Hours: Part Time (Full Time possible over time per growth) Flexible Schedule and Remote Opportunity 1 Day in Office Mandatory Most Ideal Candidate: Local college student seeking Office Admin Experience Pay Scale: $15/hr; Entry Level About Us HUMBLLE International is a dynamic and innovative recruiting organization specializing in helping individuals and organizations improve their financial stance and fuel their overall holistic growth. We are seeking passionate and driven college students (or recent college graduates) to join our organization as our Office and Relationship Manager. The ideal candidates will work as a central liason between our leadership, clients, and field agents. In this role, you will be at the forefront of our mission as you connect our front office participants to the back office duties efficiently, allowing for seamless transactions and progressive growth of the organization. Responsibilities Your primary responsibility as an Office and Relationship Manager will be to efficiently complete the assigned office duties while assisting the varying individuals (clients and representatives) in the process. Your tasks will include: Office Admin: Processing paperwork and projects essential to our daily needs and focus. Relationship Builder: Establish and maintain strong relationships with contacts, understanding their specific needs, and providing excellent customer service. Keep all parties (clients and representatives) engaged while working with us via constant followup calls, emails, and social media interaction. Market Research: Conduct thorough research to identify potential organizations that could benefit from our services. Outreach: Initiate contact with business owners, CEOs, and/or HR managers via phone, email, LinkedIn, or other relevant platforms to introduce our services and build relationships. Pitching Services: Clearly and compellingly articulate the benefits of partnering with HUMBLLE International for their recruiting and client servicing needs. Appointment Setting: Securing appointments for discovery calls with interested startup representatives and coordinating the scheduling of these calls. Reporting: Tracking and reporting your outreach efforts and outcomes as directed. Participating: Attend virtual meetings and trainings as necessary and assigned. Optional travel to attend networking and educational conferences, also available. Qualifications Currently enrolled in college (Junior or Senior) or recently graduated, with a passion for organization, team work, and entrepreneurship. Strong communication and interpersonal skills. Self-motivated and able to work independently. A proactive and results-driven mindset. Familiarity with recruiting or human resources concepts is a plus but not required. Organized and Timely - Able to handle paperwork processing and deadlines. What you Get Work Reference from HUMBLLE International: Upon successful completion of your Ambassador role, you will receive a valuable work reference from Funded.club, enhancing your future job prospects. Sales Training and Experience: Gain hands-on sales experience and access to training resources that will help you develop crucial skills for a successful career in sales or people development. Uncapped Commission Potential: You will have the opportunity to earn $1000 or more per month in commissions, and there is no limit to how much you can earn, allowing you to maximize your earnings based on your performance. This is in ADDITION to your base pay of $15/hr. Career Development: HUMBLLE International is committed to your growth. You will have the chance to explore career paths within our organization, including roles in recruiting, sales, or marketing, providing a platform for your professional development. Free Virtual Webinars: Join webinars hosted by HUMBLLE International's leadership team, where you can learn from industry experts, gain insights, and further support your personal and professional growth. Networking Opportunities: You'll have the opportunity to attend and learn from events and engage with many communities in your local area, expanding your network and knowledge of the financial and professional ecosystem. Position Details Job Type: Part-time Base Pay + Commission Opportunity Location: Mostly Remote ; 1 Day in Office Join us as an Office and Relationship Manager and embark on a rewarding journey of learning, networking, and personal growth while making a tangible impact on the success of individuals and organizations in need of top-tier financial services. HUMBLLE International is dedicated to fostering a diverse and inclusive workplace and welcoming applicants from all backgrounds and experiences. Thank you for considering this opportunity. Your application will be fully reviewed by a dedicated recruiter who will respond based on the matching of your experience and qualifications.