Life Planning Partners, Inc. is a nationally known boutique fee only financial planning firm located in Jacksonville, Florida. We are looking for a financial planning associate. If the following fits ...
Should have extensive knowledge of QuickBooks online Qualifications: * Previous experience in accounting, finance, or other related fields * Fundamental knowledge of GAAP * Ability to prioritize and ...
Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.) * Ability to quickly learn new systems and prior experience with SalesForce a plus * Good understanding of IRAs ...
... * Assist with inventory, grants, capital campaign, events, and other initiatives * Make recommendations to the Accounting Manager * Administrative and other duties as assigned by the Accounting ...
... and work on frequent project-oriented assignments Requirements The individual will have ... finance investment banking capacity or direct lending/credit hedge fund role with formal credit ...
Educates customers on options for managing financial transactions by leveraging technology, tools ... that information in creating customized customer solutions. * Managing Risk - Assessing and ...
Finance Team Leadership * Drive functional finance and accounting team to support business growth while capturing cost efficiencies and implementing cost management processes. * Convey a strong ...
Educates customers on options for managing financial transactions by leveraging technology, tools ... support PNC's Enterprise Risk Management Framework. * To learn more about this and other ...
Evaluate property appraisals to ensure accuracy and appropriateness relative to loan being requested * Assist loan processors and marketing for complete loan closing and funding procedures * Review ...
Knowledge, Skills, and Abilities · Accurately record all financial transactions, including donations, grants, expenses, and income in the organization's accounting software · Process invoices ...
Manage Payroll, Personal Property Tax, Sales Tax, & Accounting (& AJE) engagements Education ... Bachelor's degree in accounting or finance. * CPA Certification preferred * 4-6+ years prior ...
Prepare and/or review financial statements for clients across multiple industry sectors. * Develop and streamline accounting processes and financial planning and analysis. * Provide suggestions and ...
Ensure company policy and GAAP accounting practices are being followed. As a Client Accounting Director, the incumbent is also expected to have a "corporate view" and have a concern for what is right ...
Financial Advisor Jacksonville, FL If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. Step into existing AUM and utilize a ...
Work with the agent to establish and meet marketing goals. * Use a customer-focused, needs-based review process to educate customers about insurance options. * Adaption of skills necessary to operate ...
The Jayson Judy State Farm Agency is seeking an organized and efficient sales specialist to support the agency's growth. As a team member with our agency, your attention to detail, dedication to ...
Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? * The ability to present ...
Loan Accounting Manager - REMOTE / Work From Home (Will need to travel to our Dulles, VA office once a month) Join a member-driven leader in a fast-paced, challenging and collaborative environment ...
5150 Timuquana Road Suite #15 Jacksonville, FL 32210 Job Title: Staff Accountant I Department: Accounting Reporting to: Assistant Controller Date: 5/8/2024 Position Status: ☐ New ☒ Updated FLSA ...
In addition, he/she will provide overall leadership to the agency's human resources function and will work with the CFO to integrate finance, HR, and information technology. Duties and ...
Bachelor's degree in accounting or finance with up to seven years of accounting experience. CPA, or in progress of obtaining, is highly preferred. Skills Required: Knowledge of the general ledger is ...
Accounts Payable Clerk Our client, a leading environmental services company specializing in ... S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level ...
... connect! Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered ...
The Finance Controller provides support to both Corporate Finance to ensure corporate financial targets are understood and implemented on programs and to the Program Management Department to ensure ...