<p><em>The salary range for this position is $55,000-$70,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>We are in the Services industry, based in Chicago, Illinois, and we are actively searching for a diligent Accounts Receivable Analyst to join our dynamic team. This role centers around providing top-tier support for account management, enhancing cash flow through detailed reporting and analysis, and implementing processes to track E-billing progress and reduce overdue balances.</p><p><br></p><p><strong>Job Responsibilities:</strong></p><p>• Efficiently process customer credit applications and maintain precise records of customer credit</p><p>• Directly liaise with clients to respond to queries, provide reports, and resolve invoice discrepancies and receivable issues</p><p>• Collaborate with the billing department and attorneys to address billing and collections problems</p><p>• Actively track E-billing progress, including status reporting and resolving short-paid and rejected invoices in conjunction with the Billing department</p><p>• Contribute to the creation of best practices for E-billing monitoring, collections, and A/R management to optimize processes</p><p>• Assess delinquent accounts and suggest resolution strategies</p><p>• Handle daily processing and posting of client payments</p><p>• Coordinate with attorneys on payment-related issues, ensuring proper allocation of payments</p><p>• Process suitable credits, write-offs, and discounts on client invoices</p><p>• Prepare and monitor A/R dashboards and reports, including aging, reconciliation, and collections reports</p><p>• Carry out ad hoc reporting and other assigned tasks and projects.</p>
<p>Growing privately held Manufacturing Company with 30+ year history and leaders in their industry located in the Beverly area is looking for an Accounting Manager. The Accounting Manager will report into the Controller, work closely with the CFO and be part of a 5-person Finance team. This role will be very involved in financial reporting, month end close activities, inventory management, budgeting and forecasting, financial analysis, payroll reconciliations and oversee AP & A/R. Will also be involved in creating budgets, cash forecasting and IT control initiatives. BS Degree in Accounting or Finance with 5+ years of corporate accounting experience with strong G/L experience required. Strong manufacturing, inventory management and multi-site plant location experienced is preferred. Great group here, team collaborative environment and working culture. Experienced Senior Accountants looking for their next step in their career are encouraged to apply. This position is mostly on site but flexibility when needed. If interested, reach out to Dino Valeri or message me thru LinkedIn.</p>
We are looking for an experienced Sr. Accounts Receivable Analyst to join our team in Scottsdale, Arizona. This Contract-to-permanent position offers an opportunity to play a vital role in managing and optimizing the collections process while contributing to the growth of a dynamic organization. The ideal candidate will possess exceptional organizational skills, a proactive problem-solving attitude, and the ability to work collaboratively to improve processes and achieve company goals.<br><br>Responsibilities:<br>• Conduct outbound collections calls with a strong focus on professionalism and customer service, ensuring adherence to company policies.<br>• Investigate and analyze accounts thoroughly to prepare for effective customer interactions and meetings.<br>• Collaborate with internal sales teams and cross-functional departments, as well as external customers, to address and resolve collection-related issues.<br>• Evaluate delinquent accounts and prepare detailed reports on high-risk accounts, offering recommendations for resolution.<br>• Generate and review reports on bad debt, assisting with invoices, credit memos, and necessary adjustments.<br>• Support system improvement initiatives by analyzing current collection practices and proposing process enhancements.<br>• Identify and address process gaps by working with cross-functional teams to implement creative solutions, including automation opportunities.<br>• Participate in streamlining the collections process and contribute to the development of more efficient workflows.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This growing wealth management firm helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends innovation, integrity, and a values-driven culture that empowers both clients and employees.</p><p> </p><p>You’ll be part of a nationally recognized firm with a boutique feel, offering best-in-class training, leadership development, and long-term incentives like profit-sharing. The culture emphasizes empathy, purpose, and collaboration, creating an environment where your career growth and meaningful impact go hand in hand.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a Personal CFO, leading client relationships and implementing holistic strategies</li><li>Advise on investments, estate, tax, insurance, and retirement planning</li><li>Prepare and present tailored financial plans, portfolios, and cash flow analyses</li><li>Build business by engaging attorneys, CPAs, and other centers of influence</li><li>Lead and mentor a service team to deliver exceptional client outcomes</li><li>Contribute to firm-wide initiatives and community impact efforts</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for a skilled Billing Specialist to join our team in Irvine, California. This Contract-to-Permanent position is ideal for candidates with a strong background in billing, accounts receivable, and collections, along with proficiency in QuickBooks Enterprise. The role requires attention to detail and the ability to manage financial processes efficiently.<br><br>Responsibilities:<br>• Process and post credit card transactions and deposits accurately.<br>• Manage accounts receivable and oversee collections activities effectively.<br>• Perform bank reconciliations and ensure accuracy in financial records.<br>• Utilize QuickBooks Enterprise to maintain and update billing information.<br>• Handle daily deposits, including cash, checks, and electronic payments.<br>• Prepare and send billing statements to clients in a timely manner.<br>• Investigate and resolve discrepancies in account balances or transactions.<br>• Collaborate with team members to streamline billing processes and improve efficiency.<br>• Ensure compliance with company policies and financial regulations.
We are looking for a detail-oriented Accounts Receivable Clerk to join our team in Chesterton, Indiana. This Contract-to-Permanent position is ideal for someone with strong experience in managing customer accounts, credit processes, and collection activities. If you have a proven track record in accounts receivable and enjoy working in a fast-paced manufacturing environment, we encourage you to apply.<br><br>Responsibilities:<br>• Process and manage accounts receivable transactions, ensuring accuracy and compliance with company policies.<br>• Reconcile customer accounts and investigate discrepancies to resolve outstanding issues promptly.<br>• Oversee cash application processes, ensuring payments are accurately applied to open invoices.<br>• Handle commercial collections, maintaining regular communication with customers to ensure timely payments.<br>• Prepare and distribute billing statements and invoices in a timely manner.<br>• Maintain detailed and accurate records of customer accounts, including credit management and collection activities.<br>• Collaborate with internal teams to address and resolve billing or payment concerns.<br>• Assist in generating reports related to accounts receivable performance and outstanding balances.<br>• Ensure compliance with financial regulations and company procedures in all account-related activities.
<p>Robert Half is recruiting for a skilled Property Accountant to join our team in Burlingame, California. In this role, you will manage the financial operations for various properties, ensuring accuracy and compliance with accounting standards. You will play a key part in preparing financial reports, overseeing budgets, and collaborating with property managers to maintain financial efficiency. This is an excellent opportunity for a detail-oriented individual with strong accounting expertise in the real estate industry.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and oversee the general ledger while managing monthly, quarterly, and annual financial closings.</p><p>• Handle accounts payable and receivable processes, including vendor payments and tenant billing.</p><p>• Reconcile bank accounts regularly and monitor cash flow across multiple properties.</p><p>• Track, analyze, and report on property income, expenses, and budgets to support financial decision-making.</p><p>• Process rent collections, ensuring accurate allocation of tenant payments.</p><p>• Prepare and submit sales tax filings and other regulatory reports as required.</p><p>• Assist in the development of annual budgets and forecasting for individual properties.</p><p>• Collaborate with property managers to ensure accurate tracking of property-related expenses.</p><p>• Support external audits and assist in tax preparation by maintaining well-organized financial records and documentation.</p>
<p>We are looking for an Accounts Receivable Clerk with strong attention to detail to join the team in Oshkosh, Wisconsin. In this role, you will manage various aspects of accounts receivable, including invoicing, collections, and reconciliations. Your efforts will ensure accurate financial records and timely cash flow management.</p><p><br></p><p>Responsibilities:</p><p>• Process and manage customer invoices, ensuring accuracy and timely delivery.</p><p>• Apply incoming payments to appropriate accounts and resolve any discrepancies.</p><p>• Monitor outstanding balances and contact clients to collect overdue payments.</p><p>• Prepare and file sales tax returns in compliance with relevant regulations.</p><p>• Perform account reconciliations to maintain accurate financial records.</p><p>• Address and resolve billing inquiries from customers with a high level of care and precision.</p><p>• Generate financial reports related to accounts receivable for management review.</p><p>• Collaborate with other departments to streamline billing and collection processes.</p><p>• Maintain up-to-date records of transactions and client communications.</p><p>• Identify and implement improvements to enhance accounts receivable efficiency.</p>
<p>We are looking for a meticulous Controller to oversee document management processes and ensure the accurate compilation and scanning of essential records. This role requires someone who is highly attentive to detail, skilled in maintaining organized systems, and capable of ensuring compliance with documentation standards. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Leadership:</strong> Lead the Accounting Department, collaborate with management, and keep partners informed to ensure financial services meet expectations.</p><p><strong>Supervision:</strong> Oversee Accounting Manager and staff, drive process improvements, ensure fair policy implementation, hold team meetings, and support a positive, productive work environment.</p><p><strong>Financial Management:</strong> Manage budgets, revenue models, and reporting systems. Review statements, monitor variances, control costs, and oversee cash flow, credit lines, and loans.</p><p><strong>Partnership Accounting & Taxes:</strong> Handle partnership tax submissions, work papers, partner capital accounts, and quarterly/annual tax schedules.</p><p><strong>Retirement Plans:</strong> Coordinate with HR and leadership on retirement plan financials; assist with committee meetings.</p><p><strong>Banking:</strong> Maintain bank relationships, oversee daily banking activity, account transfers, and system administration for banking programs.</p><p><strong>Policy & Controls:</strong> Safeguard firm assets, enforce accounting policies, and recommend improvements.</p><p><strong>Other Duties:</strong> Prepare tax filings, provide data for partner compensation, track industry trends, and support additional assigned projects.</p>
<p>We are looking for a Trust & Operations Coordinator to join our team in Wilmington, Delaware. In this role, you will be responsible for managing financial and administrative tasks with precision and ensuring compliance with legal and accounting standards. This position requires someone with strong attention to detail and experience in trust and escrow accounts, legal documentation, and accounting processes. This role will consist of: managing a portfolio of trust accounts, assisting with asset management, maintaining account openings and closings, monitoring cash flow, conducting trust performance reviews, reviewing sub-custodial data daily, ensuring compliance with applicable laws and regulations, and preparing detailed reports for beneficiaries, trustees, and regulatory authorities. The ideal Trust & Operations Coordinator for this role should be proficient in financial management and accounting principles, and posses’ excellent communication, interpersonal, and client relationship management skills.</p><p><br></p><p>Primary Responsibilities</p><p>· Manage individual and corporate trust accounts</p><p>· Prepare and manage client invoices and maintain accurate trust and escrow account records</p><p>· Identify and mitigate potential risk issues</p><p>· Oversee mail merges, AR data entry, and administrative functions</p><p>· Support daily accounting operations</p><p>· Assist with database maintenance</p><p>· Draft, review, and process legal documents, amendments, and correspondence</p><p>· Source and build prospect client pipeline</p><p>· Build strong relationships with outside wealth advisors</p>
<p><strong>Senior Payroll Manager for Family Office </strong></p><p>📍 San Francisco, Financial District | Hybrid (3 days in-office)</p><p>💼 $150,000 – $175,000 + Bonus + Excellent Benefits</p><p> </p><p>Join a well-established <strong>family office</strong> with an outstanding culture and collaborative team. We’re seeking a <strong>Senior Payroll Manager</strong> to oversee payroll operations, lead a small team, and manage benefits administration across multiple entities. This is a high-impact role where you’ll work closely with leadership, contribute to strategic initiatives, and ensure compliance with payroll and benefit regulations.</p><p><br></p><p> <strong>Interested in learning more?</strong></p><p>Please reach out to <strong>Jennifer Fukumae at Robert Half</strong> on LinkedIn for a confidential conversation and apply directly to be considered.</p><p> </p><p><strong>Responsibilities Include: </strong></p><p><strong>Payroll Management</strong></p><ul><li>Oversee accurate and timely payroll processing across five cycles.</li><li>Review, audit, and reconcile payroll and timekeeping data.</li><li>Manage payroll tax reporting, filings, and year-end processes.</li><li>Partner with the Payroll Manager on bonus and incentive payments.</li><li>Provide guidance, leadership, and excellent service on payroll matters.</li></ul><p><strong>Retirement Plan & Benefits</strong></p><ul><li>Support administration of 401(k), profit-sharing, and deferred compensation plans.</li><li>Oversee annual testing, compliance, and regulatory filings (ACA, 5500, SF HCSO).</li><li>Ensure accuracy of benefit reconciliations and payroll contribution funding.</li></ul><p><strong>Finance & Reporting</strong></p><ul><li>Manage payroll-related cash flow and intercompany journal entries.</li><li>Prepare variance analysis and personnel cost forecasts.</li><li>Provide payroll and benefits data for board and year-end reporting.</li><li>Track and analyze consulting expenses and management fees.</li></ul>
<p>Rapidly growing P/E firm seeks a proactive and strategic Sr. Finance Manager to focus on FP& A (budgets, forecasts, modeling). The Sr. Finance Manager will be responsible for budgeting, financial planning, cash flow management, and providing financial insights to support business decisions. In this role, you will also perform ROI analysis, create and maintain complex financial models, provide leadership where needed, develop KPIs, monitor financial performance, develop and implement cost-reduction strategies and financial control, and provide management with strategic plans for long-term financial benefits for the organization. We ideally want a candidate who can own all aspects of the financial management function, possess strong P& L expertise, and advanced budgeting skills.</p><p><br></p><p>What you get to partake in:</p><p>· Oversee day-to-day financial operations including general accounting, budgeting, and forecasting</p><p>· Lead the budgeting, financial forecasting/ reporting process</p><p>· Collaborate with internal teams to access financial performance and cost efficiency</p><p>· Analyze financial data and prepare monthly, quarterly, annual reports</p><p>· Coordinate with management team on profit loss analysis</p><p>· Manage the audit process and work with external auditors as needed</p><p>· Report on various investment analysis</p><p>· Develop financial models and pricing strategies to support sales and margin improvement</p><p>· Implement internal controls and financial procedures to safeguard company assets</p>
<p>Are you a detail-oriented financial professional looking to make an impact in the property management industry? Robert Half has partnered with a leading client in the sector to identify an experienced Bookkeeper who thrives in a dynamic and collaborative environment. If you possess strong organizational skills and a passion for numbers, we want to hear from you!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain and analyze accurate financial records, including accounts payable and accounts receivable </li><li>Process invoices, payments, and rental income to ensure timely financial transactions.</li><li>Reconcile bank accounts, credit card transactions, and other financial statements on a regular basis </li><li>Prepare financial reports, such as balance sheets, profit and loss statements, and cash flow analysis, for leadership review.</li><li>Assist with budgeting and forecasting processes to support property management operations.</li><li>Collaborate with property managers to verify and track tenant billing and collections.</li><li>Ensure compliance with state and local financial regulations specific to property management </li></ul><p><br></p>
<p><em>We are seeking an experienced </em><strong><em>Director of Finance</em></strong><em> to lead financial strategy and operations at our New York office. This is a high-impact leadership role responsible for driving revenue planning, budgeting, and financial forecasting while implementing modern tools and streamlining processes. You’ll work closely with senior leadership and a global finance team to shape and execute the financial vision of the firm.</em></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead budgeting, revenue planning, and forecasting to align with business goals.</li><li>Develop and execute multi-year strategic financial plans.</li><li>Drive improvements in financial reporting to deliver clear, actionable insights.</li><li>Identify and implement process improvements and tech-driven solutions—including AI tools—to boost efficiency.</li><li>Partner with global counterparts to ensure cohesive financial strategy across regions.</li><li>Use Power BI and other analytics tools to support business transformation.</li><li>Build, lead, and mentor a high-performing finance team across locations.</li><li>Oversee cash flow management to ensure financial health and operational resilience.</li><li>Act as a strategic advisor to senior leadership on financial planning and execution.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Proven leadership experience in a senior finance role, ideally within a professional services environment.</li><li>Strong background in budgeting, forecasting, and long-term financial planning.</li><li>Hands-on experience with financial systems and analytics platforms (e.g., Power BI).</li><li>Track record of implementing process improvements and digital transformation initiatives.</li><li>Excellent communication and leadership skills, with the ability to influence across all levels.</li><li>Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA a plus).</li></ul><p><strong>Work Environment:</strong></p><ul><li>Hybrid model: 3 days/week in-office in Manhattan.</li><li>Fast-paced, collaborative, and results-oriented culture.</li></ul><p><br></p>
We are looking for an experienced Assistant Director of Finance to join our team in Los Angeles, California. This role is pivotal in ensuring accurate financial reporting, maintaining internal controls, and supporting the overall profitability of hotel operations. The ideal candidate will possess strong leadership skills and a thorough understanding of financial processes within the hospitality industry.<br><br>Responsibilities:<br>• Assist the Director of Finance in preparing monthly financial statements promptly and accurately.<br>• Oversee the daily recording of hotel revenues and ensure discrepancies are identified and addressed.<br>• Monitor operational cash flow and develop accurate forecasts to support property operations.<br>• Collaborate with department heads to ensure financial strategies align with operational goals.<br>• Supervise the accounting team, providing training, guidance, and performance evaluations.<br>• Conduct monthly bank reconciliations and maintain accurate general ledger accounts.<br>• Ensure compliance with established accounting policies, procedures, and internal controls.<br>• Manage accounts receivable, accounts payable, daily cash balances, and timely fund deposits.<br>• Analyze financial performance and provide actionable insights to improve revenue and control expenses.<br>• Prepare specialized financial reports and handle additional projects as assigned.
<p>We are looking for an experienced Bookkeeper to join our team in Danville, California. The ideal candidate will play a crucial role in managing financial tasks for high-net-worth clients, ensuring accuracy, confidentiality, and exceptional customer service. This position offers a friendly office environment with the potential for remote work after an initial in-office period.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Manage client bill payments and oversee all related financial processes.</p><p> • Record and categorize transactions accurately in Quicken, including customized client reporting.</p><p> • Prepare and complete monthly bank reconciliations and financial reports.</p><p> • Communicate directly with client vendors (e.g., utilities, home services) to ensure timely payments and issue resolution.</p><p> • Monitor client account cash flow and coordinate funding as needed.</p><p> • Deliver personalized client support, including move coordination, utility setup, detailed reporting, charge dispute research, and collaboration with insurance brokers.</p>
<p>We are looking for an experienced Accounting Manager to oversee and optimize the financial operations of our client's organization. This leadership role involves managing key accounting functions, ensuring compliance with financial regulations, and driving strategic planning through accurate reporting and analysis. Join our team in Saint Louis, Missouri, to make a meaningful impact on our financial success.</p><p><br></p><p>Responsibilities:</p><p>• Lead and supervise all financial and accounting activities, including budgeting, forecasting, and financial reporting.</p><p>• Manage cash flow, debt, and risk to ensure organizational stability and compliance.</p><p>• Oversee purchasing, accounts payable, payroll, and benefits to maintain operational efficiency.</p><p>• Direct physician compensation processes to align with organizational goals and standards.</p><p>• Coordinate and execute month-end close procedures to ensure timely and accurate financial statements.</p><p>• Maintain and reconcile general ledger accounts to support financial integrity.</p><p>• Prepare and review journal entries to ensure accuracy and compliance with accounting standards.</p><p>• Facilitate financial statement audits by collaborating with external auditors and providing necessary documentation.</p><p>• Monitor and enhance the hospital revenue cycle to optimize financial performance and collections.</p>
<p><strong>Job Title: </strong>Accounting Manager | <em>With growth potential to Controller!</em></p><p><strong>Location:</strong> New Haven County</p><p><strong>Position Type:</strong> Full Time/Permanent Position</p><p><strong>Recruiter Contact</strong>: Sal Fiorillo - Sal.Fiorillo@Roberthalf</p><p><strong>Reference</strong>: SF0013244735</p><p><br></p><p><strong>Main Responsibilities:</strong></p><ul><li>Work closely with the CFO and manage core accounting functions, including accounts receivable, accounts payable, general ledger, and payroll.</li><li>Oversee monthly, quarterly, and year-end closings, ensuring the accurate preparation of GAAP financial statements.</li><li>Review and analyze job costs and billing data, ensuring accuracy and timely processing.</li><li>Supervise billing processes, contract management, change orders, and retention tracking to ensure accuracy and compliance.</li><li>Assist in budgeting, forecasting, and conducting variance analyses to support organizational decision-making.</li><li>Collaborate with external auditors to facilitate annual audits and tax filings.</li><li>Monitor cash flow and develop forecasting strategies to optimize financial planning.</li><li>Lead and mentor the accounting team, fostering growth and development.</li><li>Establish and maintain internal controls and accounting procedures to ensure compliance and efficiency.</li></ul><p><strong>Requirements:</strong></p><ul><li>BS in Accounting, Finance or related</li><li>5+ years of experience managing within the construction industry</li><li>Experienced and knowledgeable with job costing, WIP reporting, and AIA billing is highly preferred</li><li>Proficiency in accounting software systems, including ERP platforms is highly preferred</li></ul><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above and reference SF0013244735</p><p>All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.</p>
We are looking for a dedicated Property Accountant to join our team in Midland, Texas. This role involves overseeing the financial operations of real estate properties, ensuring accurate accounting, and compliance with industry standards. The ideal candidate will have a strong background in property accounting and a proven ability to manage financial processes efficiently.<br><br>Responsibilities:<br>• Manage all accounting activities related to assigned properties, including accounts payable and receivable, general ledger maintenance, and bank reconciliations.<br>• Prepare and analyze financial statements, budgets, and variance reports to ensure accuracy and compliance.<br>• Oversee month-end and year-end closing processes, including accruals and journal entries.<br>• Maintain and update records in property management software such as Yardi, ensuring data integrity and accuracy.<br>• Monitor and manage cash flow, including rent collections and timely payments to vendors.<br>• Collaborate with property managers and other departments to provide financial insights and resolve discrepancies.<br>• Ensure compliance with all tax regulations, including preparing and submitting necessary filings.<br>• Assist in audits by providing required documentation and explanations related to property financials.<br>• Continuously identify opportunities to improve accounting processes and implement best practices.
<p>We are looking for a detail-oriented AP/AR Clerk to join our team. In this role, you will primarily handle accounts payable processes while providing additional support for accounts receivable tasks. This position requires a strong understanding of financial operations and the ability to manage high transaction volumes efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Process a high volume of 3,000 transactions monthly with exceptional accuracy and attention to detail.</p><p>• Manage accounts payable operations, ensuring timely and accurate payment processing.</p><p>• Provide support with accounts receivable tasks, including posting payments and maintaining account records.</p><p>• Utilize Sage accounting software to perform bookkeeping and financial management duties.</p><p>• Maintain organized and up-to-date financial records to ensure compliance with company policies.</p><p>• Collaborate with team members to address discrepancies and resolve payment issues.</p><p>• Assist in cash handling and reconciliation processes as needed.</p><p>• Review and verify invoices for accuracy before entering data into the system.</p><p>• Support the preparation of financial reports and audits as required.</p>
<p>We are looking for an experienced Accounting Manager to oversee financial operations and ensure the accuracy of all accounting processes. The ideal candidate will excel in managing accounts, improving internal controls, and collaborating with cross-functional teams to drive financial efficiency. This role is based in Harrisburg, Pennsylvania, and offers an opportunity to lead a dynamic accounting team in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and maintain accurate records for all accounts, ledgers, and financial transactions in compliance with accounting standards.</p><p>• Oversee key financial areas such as cash flow, accounts receivable, fixed assets, inventory, and operating expenses.</p><p>• Prepare and record monthly journal entries while ensuring proper documentation and support for each transaction.</p><p>• Reconcile account balances and bank statements to support treasury management processes.</p><p>• Lead month-end closing procedures while identifying opportunities to streamline and improve processes.</p><p>• Analyze profitability, pricing, and rebate issues.</p><p>• Train and manage accounting team members, assigning tasks and monitoring performance to achieve departmental goals.</p>
<p>Financial Services company located in the Greater Delaware area seeks a Trust Administrator who can oversee the day-to-day administration of trust accounts. This role will consist of: managing a portfolio of trust accounts, assisting with asset management, maintaining account openings and closings, monitoring cash flow, conducting trust performance reviews, reviewing sub-custodial data daily, ensuring compliance with applicable laws and regulations, and preparing detailed reports for beneficiaries, trustees, and regulatory authorities. The ideal Trust Administrator for this role should be proficient in financial management and accounting principles, and posses’ excellent communication, interpersonal, and client relationship management skills.</p><p><br></p><p>Primary Responsibilities</p><p>· Manage individual and corporate trust accounts</p><p>· Assist with trust administrative activities</p><p>· Keep abreast of all Trust rules and regulations</p><p>· Identify and mitigate potential risk issues</p><p>· Assist with database maintenance</p><p>· Initiate the auditing process</p><p>· Source and build prospect client pipeline</p><p>· Build strong relationships with outside wealth advisors</p>
<p>Financial Services company located in the Greater Delaware area seeks a Trust Administrator who can oversee the day-to-day administration of trust accounts. This role will consist of: managing a portfolio of trust accounts, assisting with asset management, maintaining account openings and closings, monitoring cash flow, conducting trust performance reviews, reviewing sub-custodial data daily, ensuring compliance with applicable laws and regulations, and preparing detailed reports for beneficiaries, trustees, and regulatory authorities. The ideal Trust Administrator for this role should be proficient in financial management and accounting principles, and possess excellent communication, interpersonal, and client relationship management skills.</p><p><br></p><p>Primary Responsibilities</p><p>· Manage individual and corporate trust accounts</p><p>· Assist with trust administrative activities</p><p>· Keep abreast of all Trust rules and regulations</p><p>· Identify and mitigate potential risk issues</p><p>· Assist with database maintenance</p><p>· Initiate the auditing process</p><p>· Source and build prospect client pipeline</p><p>· Build strong relationships with outside wealth advisors</p>
<p>We are seeking an experienced and detail-oriented <strong>Bookkeeper and Office Manager</strong> to oversee daily office operations and manage all aspects of financial transactions and record-keeping. This onsite role combines administrative and bookkeeping responsibilities to ensure the smooth functioning of the office while maintaining accurate financial records.</p><p><strong>Key Responsibilities</strong></p><p><strong>Administrative (Office Manager Duties):</strong></p><ul><li>Oversee daily office operations, ensuring all administrative activities are conducted efficiently.</li><li>Coordinate office supplies, equipment maintenance, and vendor relationships.</li><li>Manage calendars, meetings, and travel arrangements for executives or team members.</li><li>Oversee clerical staff, including hiring, onboarding, training, and performance management.</li><li>Ensure compliance with office safety and organizational policies.</li><li>Act as point-of-contact for internal and external stakeholders.</li></ul><p><strong>Bookkeeping Duties:</strong></p><ul><li>Maintain accurate financial records, including accounts payable, accounts receivable, and bank reconciliations.</li><li>Process invoices, payments, and payroll in a timely manner.</li><li>Prepare and review financial reports, such as profit and loss statements, balance sheets, and budgets.</li><li>Monitor cash flow and assist in financial forecasting.</li><li>Assist with tax preparation and filing in compliance with government regulations.</li><li>Liaise with accountants, auditors, and financial service providers as needed.</li></ul><p><br></p><p>Must be open to a drug and background screen. If interested, please apply then call (423)244-0726.</p>
We are looking for a skilled and dedicated Controller to lead the financial operations of our organization in Orlando, Florida. This role will report directly to the Vice President of Finance and will oversee a wide range of accounting and financial activities. The ideal candidate will play a critical role in ensuring financial accuracy, compliance, and strategic decision-making.<br><br>Responsibilities:<br>• Oversee all accounting functions, including billing, accounts receivable, accounts payable, general ledger, fixed assets, inventory, and accrual processes.<br>• Lead the preparation of monthly management reports, ensuring timely month-end close processes, performance analysis, and effective communication with business leaders.<br>• Develop and manage annual budgets, cash flow forecasts, and monthly profit and loss projections in collaboration with the VP of Finance and other business leaders.<br>• Conduct comprehensive financial risk assessments on projects to ensure compliance with company policies and identify potential exposures, recommending appropriate mitigation strategies.<br>• Serve as a key member of the U.S. management team, offering financial insights and supporting strategic decision-making to align with organizational objectives.<br>• Manage compliance activities, including annual audits, corporate and sales tax filings, and regulatory requirements in partnership with external tax firms.<br>• Establish and maintain internal controls by developing consistent finance policies and encouraging continuous improvement within the financial team.<br>• Build and maintain strong banking relationships, ensuring compliance with loan covenants and other financial agreements.<br>• Lead and motivate the finance team by setting goals, removing obstacles, and fostering a collaborative and high-performing work environment.
