Financial Representative National Financial Network - NYC, Long Island, New Jersey, Connecticut ... Analyze information to create a plan with appropriate strategies, products and services. · Develop ...
... and analytical skills * Must be proficient in MS Office * Must be able to pass a thorough background and credit check, as well as fingerprint approval process as required by FINRA, Financial ...
Strong analytical abilities, allowing you to dissect complex financial data, identify trends, and make informed recommendations to support strategic decision-making. Benefits * Health Care Plan ...
Manage day-to-day operations, including tracking financial data, invoicing, payroll, bank ... Demonstrate problem solving & analytical skills * The ability to multi-task, as well as a ...
Prepare and examine accounting records, financial statements, taxes, and other financial reports * Develop and analyze reporting for business operations and budgets * Perform audits, ensuring ...
Create and analyze liability, asset, and capital accounts by compiling electronic data and required documentation * Summarize and prepare financial status and transaction reports, including a profit ...
CFS Software knowledge preferred. 3. Proficiency with Lacerte, Quickbooks and Excel required (minimum 3-5 years experience). 4. Review and analysis of notices from the IRS and state agencies and ...
College degree or equivalent in Accounting, Economics, or Finance. * 2-4 years' experience in accounting. * Proficient in Microsoft Excel, Quality Control and Insurance Products.
General ledger analysis and adjustment *Interim and year-end Trial Balance preparation *Personal, Corporate, Partnership and Fiduciary tax return preparation *Quarterly/annual Payroll Tax return ...
Process agent and finance company refunds, reviewing each for accuracy/validity * Monitor and resolve agency and carrier issues * Assist with month end closing * Training and development of future ...
... Finance • Strong verbal and written communication skills • Strong analytical skills Qualifications: Must-Have Insurance experience Why is This a Great Opportunity: Ground floor opportunity new ...