Job Summary: 

• Responsible for completing an assessment of the current state of the finance function. 
• Work alongside the team to structure month, quarter and year-end reporting.
• Ensure the reporting structures are sustainable and accurate. 
• Ensure the correct and technical application of GAAP standards.
• Hands-on with the accounting and reporting to ensure all GAAP standards are applied accordingly.
• Set up any documentation needed to ensure future processes will continue to be compliant with GAAP
• Work along side the leadership team to ensure strategic initiatives are receiving the correct financial information. 
• Advise on finance requirements and best practices to ensure the company is set up for success.

Skills on Resume: 

• Financial Assessment (Hard Skills)  
• Reporting Structure (Hard Skills)  
• GAAP Standards (Hard Skills)  
• Accounting Application (Hard Skills)  
• Documentation Management (Hard Skills)  
• Strategic Financial Support (Soft Skills)  
• Compliance (Hard Skills)  
• Finance Advisory (Soft Skills)  

Job Summary: 

• Leverage IDOC’s core values in all consulting engagements.
• Calculate practice financial benchmarks and productivity benchmarks, reporting them to practice owners and providing context and plans for improvement.
• Triage practices’ greatest opportunities for improvement and help members build plan for using IDOC’s consultants and services.
• Advise owners on real estate acquisitions and budgets for offices.
• Evaluate pricing for practice purchases or sales and give advice on buy/sell/hold decisions.
• Evaluate cash flow issues and give advice on debt management.
• Coach ODs on time management and leadership skills.
• Generate articles, podcasts, and videos, as well as lecture presentations for IDOC and industry events.
• Posting/reconciling the technical deposits and payments to the Sub-ledger, liaise with the Operation and Admin team to investigate and resolve discrepancies surrounding technical entries.
• Quarterly reconciliation of PeopleSoft (PS) ledger technical cash, technical clearing and investment accounts
• Investigate and resolve discrepancies in a timely manner.
• Assist in the preparation of quarterly Board materials and S Statutory statements.
• Assist with internal and external audits requests 
• Assist in completing various other general accounting items as needs arise.

Skills on Resume: 

• Consulting Engagements (Soft Skills)  
• Financial Benchmarking (Hard Skills)  
• Opportunity Analysis (Hard Skills)  
• Real Estate Advice (Soft Skills)  
• Cash Flow Management (Hard Skills)  
• Coaching (Soft Skills)  
• Content Creation (Soft Skills)  
• Reconciliation (Hard Skills)  

Job Summary: 

• Be the team lead for planning and analysis of CSG Gross Margin in the P&L
• Support the CSG Services team process in Close, Outlooks and Annual Plan activities
• Manage and develop robust and sustainable executive reports with supplementary analytics to support relevant and value-added performance insights
• Build and maintain strong business partner relationships across multiple functions BU, CoC, Corp, Accounting, Finance and broader FP&A
• Support in the preparation and presentation of outcomes to business partners with detailed backup of facts and insights
• Drive innovation, standardization and simplification by sharing and incorporating best practices
• Key support in building out Outlook and Plan assumptions leveraging the latest and most relevant data source inputs to make recommendations
• Develop, perform and manage the analyses of business and financial metrics as well as performance measures
• Develop and maintain financial reports to clearly communicate actual results, forecasted performance, and variances to plan, forecast and budget
• Develop, perform and manage all aspects of financial planning, budgeting and forecasting
• Work closely with the business to develop, recommend and establish strategies, plans, and processes to improve profitability and cost efficiencies
• Monitor and maintain revenue/expense sharing agreements and associated journal entries.

Skills on Resume: 

• Gross Margin Analysis (Hard Skills)  
• Executive Reporting (Hard Skills)  
• Business Partner Relationship (Soft Skills)  
• Presentation Skills (Soft Skills)  
• Innovation (Soft Skills)  
• Financial Forecasting (Hard Skills)  
• Performance Metrics (Hard Skills)  
• Cost Efficiency (Soft Skills)  

Job Summary: 

• Analyze underlying cost drivers, and proactively evaluate and recommend potential changes to mitigate trend or meet other business objectives 
• Develop pricing and employee contribution strategies, model plan design alternatives, etc.
• Evaluate and recommend different financing options including self, fully insured and hybrid insured
• Manage the placement process including overseeing placement specialist in marketing of insurance, evaluate and recommend final selection
• Serve as trusted advisor to clients and serve as project manager on financial projects, ensure progress against timeline, deliverables, etc.
• Maintain and cultivate strong carrier relationships to enhance WTW's position in the marketplace
• Support the generation of new business by participating in prospecting opportunities with new clients as part of a broader team
• Build relationships internally and collaborate effectively on cross-functional teams
• Review analytical work, mentor and develop Analysts and Placement Specialists
• Comply with internal compliance and auditing requirements, including the preparation of the Compensation Disclosure for lines of coverage sought and received
• Contribute to the development of new intellectual capital
• Assist with daily General Ledger processing.

Skills on Resume: 

• Cost Analysis (Hard Skills)  
• Pricing Strategy (Hard Skills)  
• Financial Evaluation (Hard Skills)  
• Project Management (Soft Skills)  
• Carrier Relationship Management (Soft Skills)  
• New Business Generation (Soft Skills)  
• Team Collaboration (Soft Skills)  
• Compliance Adherence (Hard Skills)

Job Summary: 

• Single point of contact to Eastern European businesses (Czechia, Poland, Romania, Croatia, Slovakia) for all IT related financial activities
• Set-up and improve the data gathering process
• Implement Business Units (BU) governance & reviews with Eastern Europe countries
• Enable process dispute resolution
• Perform customer representative and stakeholder communication with deep understanding of the delivery units’ services, charging principles, focusing on creating business value and how to steer & influence BU IT spend on short-, mid- and long-term development
• Steer the financial management process in Digital Technology (DT) Controlling matrix organization and ensure alignment on financial planning with Eastern Europe Business Units
• Ensure financial transparency to BUs and EDT (E.ON Digital Technologies GmbH), as well as financial steering
• Set negotiation and communication strategy to ensure that stakeholders understand and agree the discretionary part of financial plans, translate business transactions into IT and vice versa, take on change requests and address them to the Digital Technology organization
• Negotiate financial settlements between Business Units and EDT for any dispute on rejected invoice items independently from root cause
• Ensure integral data gathering from local BU IT to EDT in order to deliver financial transparency on IT costs and report the overall IT charges for Eastern Europe BUs

Skills on Resume: 

• Stakeholder Communication (Soft Skills)  
• Data Gathering (Hard Skills)  
• Process Improvement (Hard Skills)  
• Dispute Resolution (Soft Skills)  
• Financial Management (Hard Skills)  
• Financial Transparency (Hard Skills)  
• Negotiation (Soft Skills)  
• Cost Reporting (Hard Skills)

Job Summary: 

• Nurturing existing client relationships to develop further business development opportunities
• Support the Practice by providing contributions to any pipeline and sales generation-related efforts 
• Participate in the development of new Workday dedicated offerings or way-of-working to strengthen DXC’s unique value proposition in the Workday ecosystem
• Partner with clients to provide the necessary Workday-related configuration, design and consultation related services across the full implementation cycle
• Provide Workday configuration review services, offering efficient and value driven solution options to best fit client’s requirements
• Follow and guide clients to ensure Workday’s best practice are followed
• Maintain Workday platform knowledge by timely completing all the necessary Workday required courses
• Offer innovation insights to client by following the Workday roadmap releases of the target functional area(s) of specialism
• Work collaboratively with other DXC project delivery team members to deliver a cohesive and united solution to the client
• Support other consultants within the Workday practice offering coaching and mentoring
• Contribute to the internal knowledge sharing activities within the Practice.
• Assist with the month end closing process, including operating expense accruals, transfer pricing and compensation accruals.

Skills on Resume: 

• Client Relationship Management (Soft Skills)  
• Sales Generation (Hard Skills)  
• Workday Configuration (Hard Skills)  
• Consultation (Soft Skills)  
• Solution Design (Hard Skills)  
• Innovation (Soft Skills)  
• Collaboration (Soft Skills)  
• Coaching and Mentoring (Soft Skills) 

Job Summary: 

• Creating a sales funnel, seeking out new clients, and developing clientele by networking to find new customers and generate lists of prospects.
• Scheduling calls and making a minimum of three personal sale meetings daily to keep a high profile in the marketplace.
• Be prepared to provide the prospects with the right consultancy that satisfies needs.
• Implementing the sales solicitation technique and cultivating positive relationships with prospects.
• Stay in touch with customers to ensure a steady stream of repeat business.
• Improving financial and sales skills and standing out from the crowd
• Assist and help the clients in resolving any financial claim.
• Manage own work against project plan to ensure a superior client experience
• Review and analyze documents related to Bank Debt, Capital Markets and State Aid programmes to be considered for the structuring of funding alternatives
• Gather and interpret financial information to help strengthen proposed recommendations
• Comply with quality standards, risk rules, and confidentiality guidelines to deliver results

Skills on Resume: 

• Sales Funnel Creation (Hard Skills)  
• Client Acquisition (Soft Skills)  
• Consultative Selling (Soft Skills)  
• Relationship Building (Soft Skills)  
• Repeat Business (Soft Skills)  
• Financial Analysis (Hard Skills)  
• Project Management (Hard Skills)  
• Risk Compliance (Hard Skills)

Job Summary: 

• Prepare reports and analyses as required in support of the monthly financial closing process and ongoing financial activities
• Lead revenue and membership meeting for monthly close review with the health plan
• Ensure proper rates are used in the calculation of revenue and monthly billing
• Perform and review the monthly financial reconciliations related to various revenue sources for the health plans
• Lead the process to resolve the exceptions coming out of membership and revenue reconciliations in partnership with the health plans and operations team
• Recommend accounting entries to the general ledger and set up of accruals/reserves based on the monthly reconciliations
• Prepare schedules for accruals of various revenue sources to ensure accurate financial results within established timeframes
• Research and evaluate trends and variances in health care revenues and receivables
• Leverage technology to add controls and eliminate risk from financial processes
• Implement policies and procedures for the revenue group, in consultation with the management
• Provide supporting documentation for audits
• Prepare analyses required to support timely collection of accounts receivable

Skills on Resume: 

• Financial Reporting (Hard Skills)  
• Revenue Reconciliation (Hard Skills)  
• Exception Resolution (Soft Skills)  
• Accounting Entries (Hard Skills)  
• Accrual Management (Hard Skills)  
• Trend Analysis (Hard Skills)  
• Process Improvement (Soft Skills)  
• Audit Support (Hard Skills)

Job Summary: 

• Obtain FINRA Series 7, 66 registrations and State Life, Accident and Health Insurance license (Equitable Advisors will sponsor pursuit of the required FINRA registrations).
• Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
• Analyze financial information obtained from clients.
• Provide knowledgeable, objective financial guidance and customized strategies to determine products and services
• Prepare, analyze and explain historical and projected financial information
• Compile, analyze, and report economic and industry data to help clients make informed decisions
• Develop complex financial models and run valuation analyses using several methods
• Collect, assimilate, and analyze relevant data using standard tools and data visualizations to help surface insights
• Provide internal service and support to project managers and field finance leads on various revenue related financial issues
• Provide professional advice and solutions based on customer needs and features
• Follow up customer questions and needs
• Contact existing and potential customers to showcase products and services
• Learn more about products and services related financial products, real estate, auction, franchise, stock market.
• Communicate with customers and understand requirements and needs

Skills on Resume: 

• FINRA Registration (Hard Skills)  
• Client Relationship (Soft Skills)  
• Financial Analysis (Hard Skills)  
• Financial Guidance (Soft Skills)  
• Data Analysis (Hard Skills)  
• Financial Modeling (Hard Skills)  
• Customer Support (Soft Skills)  
• Product (Soft Skills)

Job Summary: 

• Implementation of products for small to midsize property management companies
• Coordination of RealPage services, including data conversion and training
• Deliver on-time implementations, per agreement with the customer
• Accurately forecast activations and update backlog on a weekly basis
• Track project deployments and expenses accurately and timely manner to ensure proper client billing
• Support clients through the implementation process to achieve a high level of client satisfaction
• Identify and escalate issues or risks for assigned implementations
• Contributes innovative ideas to improve product, simplify processes and deliver services
• Facilitate meetings, develop, and deliver presentations to clients and project teams
• Provide superior customer service to all internal and external customers
• Expand personal development and expertise through continued education and industry experience
• Assist with expenses related to affiliate agreements, including intercompany balancing, reconciliation and invoicing.

Skills on Resume: 

• Product Implementation (Hard Skills)  
• Project Coordination (Hard Skills)  
• Forecasting (Hard Skills)  
• Client Support (Soft Skills)  
• Risk Management (Hard Skills)  
• Innovation (Soft Skills)  
• Presentation Delivery (Soft Skills)  
• Customer Service (Soft Skills)

Job Summary: 

• Managing Invoice Factoring, Invoice compliance, and Invoice funding.
• Loan management and Compliance for the bank.
• Risk Management and investment-related issues 
• Setting up Branch offices in the different EU countries or other regions, checking compliance and taxation requirements for those. 
• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet financial objectives
• Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in financial status
• Provide knowledgeable, objective financial guidance and customize it to consumer segments that demand high-quality service
• Sell financial products and services, including life insurance, annuities and investment options
• Assist with the preparation and update of detailed procedures for Corporate Accounting closing and reporting activities.

Skills on Resume: 

• Invoice Factoring (Hard Skills)  
• Loan Management (Hard Skills)  
• Risk Management (Hard Skills)  
• Branch Setup (Hard Skills)  
• Financial Analysis (Hard Skills)  
• Client Relationship (Soft Skills)  
• Financial Guidance (Soft Skills)  
• Sales (Hard Skills)

Job Summary: 

• Communicate details of investment opportunities and perform transactions. 
• Conduct periodic reviews of portfolios and address ongoing member needs. 
• Educate members on appropriate savings or spending strategies and provide additional financial planning solutions.
• Understand member financial situations and leverage resources to implement the strategy.
• Cultivate long-term relationships with members and Founders FCU employees. 
• Build a referral pipeline within the network of the assigned market areas.
• Attend local networking events to promote Founders and develop new relationships. 
• Attend all FFCU Investment Services meetings.
• Maintain accurate client records and client meeting notes.
• File all required paperwork with the compliance manager’s office.
• Comply with Founders’ policies and procedures, as well as applicable laws, regulations, and statutes issued by federal agencies such as NCUA and FFIEC
• Actively seek out opportunities and consistently set appointments to develop new accounts and increase assets under management. 
• Meet or exceed production goals. 
• Respond to requests in a timely manner. 

Skills on Resume: 

• Communication (Soft Skills)  
• Portfolio Review (Hard Skills)  
• Financial Education (Soft Skills)  
• Relationship Building (Soft Skills)  
• Records Management (Hard Skills)  
• Compliance Adherence (Hard Skills)  
• Lead Generation (Soft Skills)  
• Goal Achievement (Soft Skills)

Job Summary: 

• Lead efforts to re-engineer legacy manual processes (including regulatory reporting) through increased use of digitization tools (e.g. Alteryx) and reduced reliance on end-user computing tools
• Help lead efforts around the planning, testing, implementation and management of projects and initiatives which affect the Regulatory Reporting & wider Controller team, including assisting with technical design
• Partner with colleagues in Project Management, Technology, Controllers and various other teams to help map regulatory requirements to documented specifications and help support successful implementations of automated reporting solutions
• Assist in the preparation of various Canadian financial, regulatory and tax-related reports for the Branch
• Identify and champion opportunities for efficiencies and improvement
• Employ accounting and data mining experience to help map key data elements from the multiple systems of records, ultimately to specific regulatory reports.
• Help ensure the regulatory reporting is in accordance with the relevant reporting requirements, including ensuring documentation is updated on a timely basis and maintained in accordance with internal policies/procedures (e.g. Governance & Oversight Framework)
• Provide day-to-day accounting/regulatory support,t including investigation and follow-up of issues
• Participate in various ad hoc finance-related projects
• Assist in maintaining and ensuring an effective system of internal control
• Assist with internal and external audits and regulatory examinations

Skills on Resume: 

• Process Re-engineering (Hard Skills)  
• Project Management (Soft Skills)  
• Regulatory Reporting (Hard Skills)  
• Collaboration (Soft Skills)  
• Data Mapping (Hard Skills)  
• Efficiency Improvement (Soft Skills)  
• Accounting Support (Hard Skills)  
• Internal Control (Hard Skills)  

Job Summary: 

• Collect, validate and report customer-level financial data, including but not limited to loan and deposit spreads, fee revenues and expenses
• Monitor customer profitability systems (Profit View and Others) for accuracy
• Oversee centralized financial reporting and analytics tasks at the product and customer level across coverage groups
• Streamline existing processes and improve value-added functionality
• Assist with delivering regular financial presentations to senior leaders
• Support business leaders' ad hoc requests for analysis and information
• Work closely with the Enterprise Finance Centers of Excellence, Corporate Accounting, Controllers Groups, Loan Centers, ALCO, and other support groups to meet accounting/finance objectives.
• Support the implementation of FI/CO functionalities and S/4HANA projects
• Collaborate with members of the team to implement end-to-end processes
• Process tax requirements for different countries
• Train and support users across the company
• Document implemented solutions, work on reporting and budgeting SAP requirements
• Assist with the filing of quarterly reports (e.g. Home Office consolidation, SOX testing).

Skills on Resume: 

• Financial Reporting (Hard Skills)  
• Profitability Monitoring (Hard Skills)  
• Process Improvement (Soft Skills)  
• Financial Presentations (Soft Skills)  
• Data Analysis (Hard Skills)  
• Collaboration (Soft Skills)  
• SAP Implementation (Hard Skills)  
• Tax Compliance (Hard Skills)