Browse jobs Find the right job type for you Explore how we help job seekers Finance and Accounting Technology Marketing and Creative Administrative and Customer Support Legal Preview candidates Contract talent Permanent talent Learn how we work with you Executive search Finance and Accounting Technology Marketing and Creative Administrative and Customer Support Legal Technology Risk, Audit and Compliance Finance and Accounting Digital, Marketing and Customer Experience Legal Operations Human Resources 2025 Salary Guide Demand for Skilled Talent Report Building Future-Forward Tech Teams Job Market Outlook Press Room Salary and hiring trends Adaptive working Competitive advantage Work/life balance Diversity and inclusion Browse jobs Find your next hire Our locations

8 results for Wealth Advisor Wealth Management in Peninsula Ca

VP/Director of Finance <p>We are offering an exciting opportunity for a VP/Director of Finance in Perry, OH. This role will be pivotal in offering overall business support and insightful analysis to support business decisions. You will be responsible for the financial outlook of the site, ensuring the sound financial management and control of the operations.</p><p><br></p><p>Responsibilities:</p><p>• Provide insightful analysis to support business decisions and drive them into action.</p><p>• Work closely with the Vice President & General Manager and Group Finance to provide overall business support as a tactical & strategic advisor.</p><p>• Lead the financial outlook of the site, ensuring an accurate forecast and understanding key drivers of variances.</p><p>• Ensure the site operates in accordance with the policies and internal control framework.</p><p>• Lead the preparation of monthly financial reports, quarterly forecasts, and annual strategic plans and budgets for the site.</p><p>• Understand key contracts and KPIs and provide analysis of variances and support of corrective actions as required.</p><p>• Provide necessary support to meet timely commitments, ensuring a high quality of work.</p><p>• Display detail-oriented integrity, ethics, honesty, and personal credibility.</p><p>• Lead and develop team to ensure the right decisions are made for the safety and well-being of self and others</p> Accounts Receivable Supervisor/Manager <p>We are offering a contract to permanent employment opportunity for an Accounts Receivable Supervisor/Manager in the Security industry based in Green, Ohio, United States. The role involves overseeing a team of Accounts Receivable Coordinators, managing customer credit and payment records, and coordinating with different departments to ensure smooth financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Oversee a team of 8-12 Accounts Receivable Coordinators to ensure efficient operations </p><p>• Ensure the team adheres to established Accounts Receivable procedures</p><p>• Communicate with customers through various channels to collect outstanding balances</p><p>• Coordinate with departments such as Finance, Controllership, Billing, etc., to ensure seamless operations</p><p>• Negotiate with clients regarding their open balances and manage dispute resolution</p><p>• Monitor and meet KPI goals as set by the business</p><p>• Safeguard the organization's value by maintaining confidentiality of information</p><p>• Process customer credit applications and maintain accurate credit records</p><p>• Submit requests for cancellations, credits, and rebills as necessary</p><p>• Utilize accounting software systems like SAP and Great Plains Solomon to streamline tasks.</p> Financial Analyst We are offering a contract to permanent employment opportunity for a Financial Analyst in Medina, Ohio. You'll be part of a team supporting accounting and finance functions, and will have a chance to work closely with various departments. <br><br>Responsibilities:<br><br>• Participate in general accounting operations and finance projects, embodying the role of a "utility" player.<br>• Drive changes and training of key individuals through the review of financial systems and processes.<br>• Manage intercompany activities, which include accounting, billing, and collections.<br>• Engage in the month-end close process, preparing appropriate journal entries and accrivals, completing account reconciliations, and collaborating with the Accounting Manager and Sr. Accountant.<br>• Contribute to process improvement efforts to enhance the efficiency and effectiveness of the department.<br>• Assist in the management of internal controls.<br>• Take part in financial and other audits.<br>• Get involved in the annual budget process.<br>• Provide support for the annual Physical Inventory.<br>• Carry out miscellaneous closing duties, including the analysis of financials and other ad-hoc tasks. Bookkeeper We are offering a short term contract employment opportunity for a Bookkeeper role located in Cleveland, Ohio. The role primarily revolves around processing customer applications, maintaining accurate customer records, and resolving customer inquiries. The successful candidate will be working in the industry, with the main job function being to monitor customer accounts and take appropriate action. <br><br>Responsibilities:<br>• Review payable invoices related to the job in collaboration with the project manager.<br>• Work closely with the Controller.<br>• Prepare monthly project billings for both lump sum and time and material projects.<br>• Follow up on past due balances in all accounts receivable.<br>• Coordinate payments to subcontractors.<br>• Maintain constructive relationships with customers, clients, co-workers, and management.<br>• Handle data entry of invoices for payment and link them to the accounting software.<br>• Carry out daily maintenance of unapproved invoices as per Approver notes.<br>• Prepare weekly payables work files for approval and process payments via different methods.<br>• Review vendor statements and respond to vendor calls regarding past due invoices. Accounting Clerk We are seeking a diligent Accounting Clerk to join our team in the Security industry located in Green, Ohio. This role offers a contract to permanent employment opportunity where you will be handling tasks such as processing and reviewing product orders, maintaining customer records, and resolving inquiries. <br><br>Responsibilities<br><br>• Accurately manage and track all services sold for recurring monthly revenue for Sales Compensation purposes<br>• Assist sales team with queries related to ordering document requirements<br>• Handle and maintain confidentiality of sensitive information<br>• Enter all orders (financial, commercial, enterprise and national accounts) into Solomon<br>• Create and maintain project files on the appropriate Microsoft SharePoint site<br>• Review and process change orders and cancellations<br>• Ensure receipt of all required documentation from the sales team and submit to Contract Administration<br>• Assist and provide backup for other positions as needed<br>• Create budgets using data from Big Machines to enter into Solomon for revenue recognition<br>• Review all monitoring and service maintenance orders for accuracy and submit to the respective internal groups for processing<br>• Maintain composure while dealing with executives, clients, and staff, occasionally under pressure situations<br>• Undertake additional responsibilities as requested by the manager. Payroll Clerk We are in search of a Payroll Clerk to join our team in the construction/contractor industry based in Norton, Ohio, United States. In this role, you will deal with various administrative tasks, such as preparing and entering weekly payroll, processing time off requests, maintaining credit card receipts, and answering incoming calls as required. This role offers a contract to permanent employment opportunity.<br><br>Responsibilities<br><br>• Ensure accurate and timely preparation and entry of weekly payroll for Delivery Drivers and Fab Shop employees.<br>• Manage time off/vacation requests specifically for the Fabrication Shop.<br>• Liaise with the VP of Fabrication and Warehousing, providing them with hard copies of payroll printouts for review and approval, making adjustments as necessary.<br>• Monitor and maintain credit card receipts, reconciling delivery driver’s company credit cards.<br>• Handle incoming fabrication and material calls as needed, providing assistance where necessary.<br>• Compile and enter data for the weekly 52 Week Report, ensuring accuracy and timeliness.<br>• Post all necessary information on the Fab Shop monitor, ensuring clear and up-to-date communication.<br>• Assist the VP Fabrication and Warehousing, Fab Shop Manager, and/or Fab Shop Supervisors with any additional duties.<br>• Perform general clerical duties encompassing photocopying, faxing, mailing, filing, and scheduling appointments.<br>• Serve as a liaison to the cleaning staff, ensuring a clean and organized working environment.<br>• Manage office supplies for the Fabrication Shop, placing orders as necessary. HR Recruiter We are offering a long term contract employment opportunity for an HR Recruiter in Valley View, Ohio. This role is crucial within the team, focusing on processing job requirements, advertising positions, and maintaining a pipeline of candidates with relevant experience. <br><br>Responsibilities<br><br>• Develop a strong pipeline of candidates through various sourcing strategies.<br>• Collaborate with the hiring manager to understand job requirements and open positions.<br>• Advertise job openings using appropriate recruiting sources.<br>• Conduct initial screening of resumes, perform phone interviews, and make recommendations to hiring managers.<br>• Document the candidate evaluation and interview process meticulously.<br>• Negotiate or support hiring managers in formulating new permanent employee compensation packages.<br>• Assist in various Talent Acquisition projects and administrative tasks as required.<br>• Promote the company image positively to potential candidates and external service providers.<br>• Perform other duties as assigned to ensure smooth operations. Medical Front Desk Specialist We are offering a permanent employment opportunity for a Medical Front Desk Specialist in the healthcare industry located in Canton Township, Ohio. In this role, you will be the first point of contact for patients and visitors, responsible for processing patient check-ins, verifying and updating patient information, and scheduling appointments. You will also be tasked with managing daily provider schedules and ensuring compliance with HIPAA regulations.<br><br>Responsibilities:<br>• Greet and assist anyone presenting at the front desk, including patients, visitors, and employees<br>• Verify and update all necessary patient information, both personal and financial<br>• Accurately process patient check-ins and collect outstanding balances as needed<br>• Schedule and confirm medical, dental, and behavioral health patient appointments<br>• Coordinate daily provider schedules in collaboration with the Patient Access Manager<br>• Answer incoming telephone calls and relay messages as necessary<br>• Comply with HIPAA regulations when evaluating record requests and releasing information<br>• Assist patients with completing necessary consent forms<br>• Recruit, educate, and enroll patients to the online portal<br>• Check bump list for any appointments that may need to be rescheduled<br>• Participate in and serve on committees as assigned<br>• Travel as necessary to meet operational needs.