We are looking for a bilingual Account Coordinator to join our team in Aston, Pennsylvania. In this Contract-to-permanent position, you will play a key role in fostering relationships with existing and prospective Select Employee Groups (SEGs) by promoting our credit union's products, services, and programs in both English and Spanish. Your efforts will help expand our reach and enhance member engagement while ensuring cultural and linguistic accuracy in promotional materials.<br><br>Responsibilities:<br>• Build and maintain relationships with Select Employee Groups (SEGs) by presenting credit union programs, products, and services.<br>• Identify and acquire new SEGs, securing approvals for additions and changes as needed.<br>• Conduct outreach campaigns to members using lead lists, both via phone and other communication channels.<br>• Collaborate with the Marketing team to proofread and adapt Spanish-language promotional materials for accuracy and cultural relevance.<br>• Represent the credit union professionally and positively at events and during interactions with members and employees.<br>• Promote the mobile branch delivery channel and other services to potential SEGs.<br>• Assist with administrative tasks such as ordering office supplies and maintaining billing functions.<br>• Support collections efforts for consumer accounts as required.<br>• Provide exceptional customer service in a call center environment, ensuring member satisfaction.
We are looking for a skilled Account Executive to join our dynamic team in New York, New York. This role offers an exciting opportunity to work in a fast-paced startup environment, focusing on B2B sales within the health tech and compliance sectors. If you are goal-oriented and thrive in high-energy settings, this position is perfect for you.<br><br>Responsibilities:<br>• Conduct product demonstrations to showcase the value of AI-driven tools to potential clients.<br>• Manage and close B2B sales deals ranging from $50,000 to $100,000 in value.<br>• Build strong relationships with clients to ensure long-term satisfaction and retention.<br>• Collaborate with cross-functional teams to address client needs and implement effective solutions.<br>• Track and achieve sales targets by consistently meeting or exceeding set goals.<br>• Maintain detailed records of sales activities and client interactions in CRM systems.<br>• Provide insights and feedback from clients to improve product offerings and strategies.<br>• Stay informed about industry trends, particularly within health tech and compliance.<br>• Develop strategies to optimize the sales process and enhance client engagement.<br>• Participate in team meetings to share progress, challenges, and innovative ideas.
<p>We are looking for a dynamic Account Executive/Sales Representative to join our team in the Eatontown, New Jersey area. This role focuses on driving business growth by identifying new opportunities and nurturing relationships within the logistics, 3PL, and warehousing sectors. The ideal candidate will possess strong sales expertise, industry knowledge, and the ability to work both independently and collaboratively with the sales team.</p><p><br></p><p>Responsibilities:</p><p>• Identify and pursue new business opportunities in the B2B logistics, 3PL, and warehousing markets.</p><p>• Build and sustain long-term relationships with existing clients to ensure satisfaction and repeat business.</p><p>• Deliver engaging sales presentations and product demonstrations tailored to client needs.</p><p>• Conduct market research to stay updated on industry trends, competitor activities, and emerging opportunities.</p><p>• Achieve or exceed sales quotas through effective pipeline management and deal closures.</p><p>• Represent the company at trade shows and networking events to promote services and generate leads.</p><p>• Create and present customized proposals and quotations for potential clients.</p><p>• Maintain detailed records of sales activities, customer interactions, and opportunities using company CRM systems.</p><p>• Collaborate with internal teams to ensure smooth service delivery and address client concerns effectively.</p>
<p>80,000 - 100,000</p><p><br></p><p>Benefits:</p><ul><li>remote</li><li>401k</li><li>paid time off</li><li>medical insurance</li></ul><p>Key Responsibilities:</p><ul><li>Develop and maintain relationships with new and existing clients to drive sales growth.</li><li>Identify and pursue new business opportunities within assigned territories.</li><li>Conduct in-person meetings, presentations, and product demonstrations.</li><li>Collaborate with internal teams to ensure client satisfaction and successful onboarding.</li><li>Track sales activities and maintain accurate records in CRM systems.</li><li>Meet or exceed sales targets and performance metrics.</li></ul><p><br></p>
We are looking for a detail-oriented Accounting Coordinator to join our team in New York, New York. In this role, you will play a key part in ensuring the smooth operation of accounts payable and receivable processes, preparing tax filings, and assisting with monthly financial closings. Your expertise will contribute to maintaining accurate financial records and supporting audit activities.<br><br>Responsibilities:<br>• Handle daily accounts receivable tasks, including cash receipt applications, credit memo processing, and reconciling A/R sub-ledger to the general ledger.<br>• Oversee accounts payable operations, such as reviewing payment slips, entering data into the accounting system, preparing wire payments, and issuing checks.<br>• Assist in filing monthly sales and use tax returns across various states and support federal and state tax filing and payment processes.<br>• Manage bank account reconciliation, deposits, and transactions related to letters of credit accounts.<br>• Review and code employee expense reports, process payments, and enter expense data into the accounting system.<br>• Prepare schedules and journal entries for month-end financial closings and reconcile inventory reports with warehouse records.<br>• Generate manual invoices for subsidiaries and the parent company on a monthly basis.<br>• Create various internal reports and provide support to external auditors for financial statement audits and reviews.<br>• Maintain accurate records for fixed assets and other asset-related accounts.<br>• Perform additional administrative tasks, such as filing, mailing, and responding to requests from management.
We are looking for a detail-oriented Logistics Coordinator to join our team in Hackettstown, New Jersey. In this role, you will play a key part in managing logistics operations, ensuring smooth shipping processes, and maintaining customer accounts. This is a long-term contract position within the manufacturing industry.<br><br>Responsibilities:<br>• Prepare and process order quotations, ensuring accuracy and timely delivery.<br>• Manage the entry and tracking of customer orders, maintaining up-to-date records.<br>• Coordinate shipping activities, including domestic and international shipments.<br>• Handle return merchandise authorizations (RMAs) and resolve related issues efficiently.<br>• Collaborate with customs and regulatory teams to ensure compliance with shipping requirements.<br>• Monitor and communicate progress on logistics operations to internal and external stakeholders.<br>• Maintain customer account information and address inquiries promptly.<br>• Work closely with the Commercial Operations Department to streamline processes and improve efficiency.<br>• Troubleshoot logistical challenges and implement practical solutions.
We are looking for an experienced Marketing Manager to join our team in Philadelphia, Pennsylvania. This long-term contract position offers the opportunity to lead dynamic marketing initiatives while collaborating with diverse teams to create impactful strategies. If you have a strong background in marketing and communications and enjoy driving results, we encourage you to apply.<br><br>Responsibilities:<br>• Develop and implement comprehensive marketing plans that drive lead generation and enhance brand visibility.<br>• Manage cross-channel marketing campaigns, including direct mail, paid media, and promotional events.<br>• Oversee budget processes, ensuring efficient allocation of resources and expense account management.<br>• Collaborate with vendors and service providers to deliver high-quality marketing solutions.<br>• Coordinate with technical teams to provide ongoing support for mobile apps and other digital platforms.<br>• Analyze campaign performance metrics to refine strategies and maximize ROI.<br>• Lead the execution of offline and online tactics to support organizational goals.<br>• Work closely with sales teams to align marketing strategies with business objectives.<br>• Organize and manage promotional events to increase audience engagement and brand awareness.<br>• Provide program management support for marketing initiatives, ensuring timely and effective delivery.
<p>We are looking for an experienced Accounting Manager to oversee financial processes for a portfolio of residential properties in New York, New York. This role involves ensuring accurate financial reporting, maintaining compliance with deadlines, and fostering strong relationships with clients and auditors. The ideal candidate will excel at managing multiple priorities and improving operational efficiency in a dynamic real estate environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Maintain and reconcile general ledgers for multiple residential properties with minimal supervision.</p><p>• Coordinate and facilitate audits with external client accountants and independent firms.</p><p>• Prepare and maintain detailed work papers to support account balances and records.</p><p>• Communicate effectively with the asset management team and external clients to ensure clarity and alignment.</p><p>• Compile and deliver monthly, quarterly, and annual financial reporting packages within strict deadlines.</p><p>• Prepare and post journal entries, including accruals, to ensure accurate financial records.</p><p>• Collaborate closely with team members to meet production timelines and project goals.</p><p>• Identify and implement improvements to accounting processes that enhance operational efficiency.</p><p>• Build strong client and auditor relationships by demonstrating responsiveness and understanding of their needs.</p><p>• Troubleshoot database issues to ensure seamless accounting operations.</p>
<p>A busy company in the West Caldwell area is seeking a Bookkeeper to join their team. This Bookkeeper will get the chance to join a growing organization that offers great work/life balance as well as a flexible working schedule. The ideal Bookkeeper will have construction and/or real estate industry experience (neither required) and be local to the West Caldwell area. In this Bookkeeper role, you will handle a variety of financial tasks, including billing, invoicing, accounts payable, and accounts receivable processes. Other responsibilities of this Bookkeeper position will include but not be limited to:</p><p><br></p><p>Bookkeeper Responsibilities:</p><p>• Prepare and process billing and invoicing for multiple projects, ensuring accuracy and timeliness.</p><p>• Assist with accounts payable tasks, including matching, batching, and coding invoices.</p><p>• Manage accounts receivable processes, including tracking payments and resolving discrepancies.</p><p>• Support the accounting manager by providing backup for various financial tasks.</p><p>• Perform account reconciliations and ensure all financial records are up-to-date.</p><p>• Utilize Microsoft Excel and similar accounting software to manage financial data effectively.</p><p>• Collaborate with team members to ensure smooth month-end close processes.</p><p>• Maintain organized and detailed records of financial transactions.</p><p>• Provide payroll support as needed, ensuring compliance with company policies.</p><p>• Contribute to the overall improvement of financial systems and processes within the team.</p><p><br></p><p>This Bookkeeper position pays between $65,000 and $75,000 annually depending on experience. If interested in this Bookkeeper role, apply today! </p>
We are looking for a detail-oriented Accounting Manager to oversee financial operations and ensure accuracy in reporting for our organization. Based in Brooklyn, New York, this role involves managing payroll, supervising accounting staff, and maintaining compliance with internal controls and external regulatory requirements. The ideal candidate will bring expertise in non-profit accounting, payroll systems, and financial analysis.<br><br>Responsibilities:<br>• Manage general ledger activities, including account reconciliations and month-end closing procedures.<br>• Supervise Accounts Payable and Purchasing staff to ensure timely and accurate processing of payments and purchases.<br>• Oversee preparation for external audits and ensure financial records are maintained with precision.<br>• Collaborate with the Chief Financial Officer to produce financial analyses and reports for board meetings and oversight agencies.<br>• Partner with the CFO and Grants Administrator to track, manage, and report grant-related financial requirements.<br>• Develop and monitor budgets, providing variance analysis and recommendations for improvements.<br>• Ensure adherence to financial policies, procedures, and compliance standards.<br>• Process payroll for over 200 employees, including calculating wages, tax withholdings, and benefit deductions.<br>• Coordinate with HR to address changes in employee compensation, benefits, and payroll onboarding.<br>• Identify opportunities to enhance accounting and payroll systems for increased efficiency.
<p>We are looking for an experienced Accounting Manager to join our client in Jersey City, New Jersey. Ideal candidate will be out of a Consumer Products company. This role is ideal for a driven individual who thrives in fast-paced environments and has a passion for managing financial operations and contributing to organizational growth. The successful candidate will oversee key accounting functions while demonstrating expertise in financial reporting and reconciliation.</p><p><br></p><p>Responsibilities:</p><p>• Manage month-end close processes to ensure timely and accurate reporting.</p><p>• Oversee general ledger activities, ensuring compliance with accounting standards.</p><p>• Conduct financial statement audits and collaborate with external auditors as needed.</p><p>• Perform account reconciliations and resolve discrepancies effectively.</p><p>• Prepare and review journal entries to maintain accurate financial records.</p><p>• Analyze profit and loss statements, providing insights into financial performance.</p><p>• Coordinate with e-commerce and retail partners to ensure accurate financial tracking.</p><p>• Identify process improvements to enhance efficiency within the accounting function.</p><p>• Mentor and guide entry-level accounting staff, fostering skill development.</p><p>• Collaborate across departments to support organizational goals.</p>
We are looking for an experienced Finance Manager specializing in Statutory Accounting to join our team in Jersey City, New Jersey. In this role, you will oversee key accounting functions and ensure compliance with statutory financial reporting standards. This position provides an excellent opportunity to contribute to a dynamic organization within the insurance industry.<br><br>Responsibilities:<br>• Lead the month-end close process, ensuring timely and accurate financial reporting.<br>• Manage the general ledger, maintaining accuracy and compliance with statutory accounting principles.<br>• Conduct detailed financial statement audits to ensure adherence to regulatory requirements.<br>• Oversee account reconciliations to confirm the integrity of financial data.<br>• Prepare and review journal entries to support accurate financial transactions.<br>• Ensure compliance with statutory financial reporting requirements and deadlines.<br>• Develop and maintain statutory financial statements in accordance with industry standards.<br>• Collaborate with cross-functional teams to support the organization's financial goals.<br>• Identify areas for improvement in financial processes and implement solutions to enhance efficiency.
We are looking for an experienced Accounting Manager to join our team in New York, New York. This Contract-to-Permanent position offers an exciting opportunity to contribute to the financial operations of a non-profit organization, with a focus on Property & Casualty (P& C) Insurance accounting. The ideal candidate will have a strong understanding of P& C processes, as well as familiarity with Life Insurance accounting.<br><br>Responsibilities:<br>• Oversee accounting operations related to Property & Casualty Insurance, ensuring accurate and timely financial reporting.<br>• Manage month-end close processes, including reviewing journal entries and reconciling accounts.<br>• Prepare and analyze financial statements, ensuring compliance with relevant policies and procedures.<br>• Conduct financial audits and provide documentation to support audit requirements.<br>• Supervise and guide a team of accounting professionals, fostering collaboration and efficiency.<br>• Monitor and enforce adherence to internal policies and regulatory standards.<br>• Collaborate with stakeholders to address risk management concerns primarily within P& C Insurance.<br>• Maintain and update general ledger accounts, ensuring accuracy and completeness.<br>• Provide expertise in Life Insurance accounting processes when required.<br>• Identify opportunities for process improvements and implement solutions to enhance efficiency.
<p>Successful, real estate firm seeks a hands-on Accounting Manager to oversee the financial operations of their real estate development team. This role will be responsible for managing project budgets, preparing reconciliations, completing tenant lease provisions, reviewing project cost reports, assisting with cash flow forecasting, posting journal entries, reconciling intercompany accounts, drafting financial statements, ensuring accurate and timely processing of bank reconciliations, overseeing the month/annual close process, performing general ledger analysis, and ensuring compliance with GAAP. We are looking for an Accounting Manager with a solid financial analysis skillset, excellent communication and interpersonal skills, strong understanding of GAAP standards, and the capacity to multi-task while meeting crucial deadlines.</p><p><br></p><p>What you get to work on daily</p><p>· Maintain general ledger accounts</p><p>· Budgeting & Forecasting</p><p>· Account Reconciliation</p><p>· Manage month-end/year-end audits</p><p>· Fixed Asset Monitoring</p><p>· Account Analysis</p><p>· Preparing cash flow reports</p><p>· Review loan requirements</p><p>· Prepare financial statements/reports</p>
<p>Established real estate firm is looking to hire an articulate, Assistant Controller with proven property accounting expertise. This role involves maintaining internal controls, supporting strategic financial initiatives, preparing monthly account reconciliations, coordinating financial tax audits, monitor and analyze account data, overseeing the month end close process, entering general ledger activities, and staying updated on changes in accounting standards and regulations to ensure ongoing financial health and growth. The ideal Accounting Manager will have solid financial analysis skillset, excellent communication and interpersonal skills, a strong understanding of GAAP standards, and the capacity to multi-task while meeting crucial deadlines.</p><p><br></p><p>What you get to work on daily</p><p>· Supervise and lead the accounting team, including accounts payable/receivable and general ledger</p><p>· Manage month-end and year-end closings</p><p>· Coordinate and support external audits</p><p>· Assist in the preparation of budgets and financial forecasts</p><p>· Oversee tax filings ensuring compliance with local, state and federal regulations</p><p>· Prepare monthly, quarterly, and annual financial reports/statements</p><p>· Analyze financial data and provide insights to senior management</p><p>· Support system implementations, upgrades, and process automation projects</p><p>· Monitor and track internal assets and expenditures</p>
<p>Established services provider is looking to hire an Accounting Manager who can build and maintain a strong financial team! This role involves maintaining internal controls, supporting strategic financial initiatives, preparing monthly account reconciliations, coordinating financial tax audits, monitor and analyze account data, overseeing the month end close process, entering general ledger activities, and staying updated on changes in accounting standards and regulations to ensure ongoing financial health and growth. The ideal Accounting Manager will have solid financial analysis skill set, excellent communication and interpersonal skills, strong understanding of GAAP standards, and the capacity to multitask while meeting crucial deadlines.</p><p><br></p><p>What you get to work on daily</p><p>· Supervise and lead the accounting team, including accounts payable/receivable and general ledger</p><p>· Manage month-end and year-end closings</p><p>· Coordinate and support external audits </p><p>· Oversee tax filings ensuring compliance with local, state and federal regulations</p><p>· Prepare monthly, quarterly, and annual financial reports/statements</p><p>· Analyze financial data and provide insights to senior management</p><p>· Support system implementations, upgrades, and process automation projects</p><p>· Monitor and track internal assets and expenditures</p>
<p>One of our reputable clients has reached out for a need for a full-time Senior Director, Controller with proven purchase price accounting and project accounting experience. The Senior Director, Controller will be responsible for overseeing the company’s accounting operations, financial reporting and internal controls. This executive leadership role will play a key part in driving financial integrity, compliance, and process improvement, develop revenue generating financial models and forecast techniques, assist with budget planning, and advise management on implementing an improved planning and reporting process. The ideal candidate will have deep understanding of U.S. GAAP, strong managerial skills, and experience leading accounting functions in a dynamic business environment. </p><p> </p><p>Major Responsibilities</p><p>· Develop and maintain internal control policies and procedures</p><p>· Lead, mentor and manage accounting team</p><p>· Prepare monthly financial statements and reports</p><p>· Support budgeting, forecasting, and long-term planning processes</p><p>· Ensure timely processing of client invoices and cash collections</p><p>· Assist with integrating acquisitions into ERP system</p><p>· Balance Sheet Account Reconciliations</p><p>· Ensure compliance with federal, state and local financial regulations and tax filings</p><p>· Implement and improve accounting systems, processes and tools to enhance financial reporting</p>
<p>We are in the hunt for a Business Analyst to join our team located in New York. As a Business Analyst, this role is integral to our operations, with responsibilities encompassing strategic planning, financial reporting, budgeting, and sales analysis. The selected candidate will also be tasked with managing office functions, improving processes, and handling ad hoc financial requests.</p><p><br></p><p>What you get to do every single day:</p><p>• Assist with strategic planning, including the development of forecasts, budgets, and financial reports.</p><p>• Facilitate office functions, such as preparing and analyzing various financial reports and data prior to submission.</p><p>• Analyzing and reporting on sales, operating income, and cash flow on a weekly basis.</p><p>• Contributing to capital management by developing and maintaining program working capital in the FCST system.</p><p>• Conducting variance analysis for program cash and collaborating with program finance to develop monthly forecasts.</p><p>• Recognizing and addressing variances, working with relevant individuals to identify potential corrective actions, risks, or opportunities.</p><p>• Creating and delivering executive level presentations to both finance and non-finance personnel.</p><p>• Participating in annual operating plan development.</p><p>• Executing monthly balance sheet and cash analysis/forecast and variance analysis.</p><p>• Participating in financial reporting process improvement projects.</p><p>• Developing tools, templates, and processes to simplify data gathering and report preparation, ensuring relevancy and appropriate detail.</p><p>• Handling ad hoc financial requests and managing multiple tasks independently.</p>
<p>Global, services provider seeks a detail oriented, Audit & Compliance Manager with proven expertise overseeing internal controls, corporate compliance, and financial reporting processes. This position consists of navigating compliance tools and methods using technical accounting while performing risk management. Duties for this Audit & Compliance Manager are but not limited to developing risk assessments, perform accurate testing, updating risk controls, planning and coordinating internal and external audits, and overseeing SOX projects. This candidate will also assist with developing policies and risk management strategies.</p><p><br></p><p>Primary Duties</p><p>· Research regulations and policies</p><p>· Manage compliance regulatory requests</p><p>· General ledger accountant reconciliation</p><p>· Assist with month end processing</p><p>· Communicate with internal and external auditors</p><p>· Develop trend analysis</p><p>· Maintain and update risk assessments</p><p>· Perform compliance monitoring and testing</p><p>· Account Analysis</p><p>· Prepare reports for management</p><p>· Train employees on SOX development program</p>
<p>Industry leading firm seeks a Controller with proven experience working with mergers & acquisitions. The Controller will be responsible for assisting with internal and external audits, coordinating intercompany transactions, overseeing expense reporting, managing budgets for business units, prepare financial forecasting, execute M& A duties, ensuring an accurate month end process, analyzing financial reports, developing and implementing accounting processes, and assisting with tax preparation payments. The ideal individual for this role must be a people leader, drive process improvements & ERP system enhancements, have experience with hazardous material cost tracking and compliance reporting.</p><p><br></p><p>Major Responsibilities</p><ul><li>Review and manage accounting operations</li><li>Oversee the month end close process</li><li>Develop financial strategies</li><li>Prepare financial statements and reports</li><li>Account Reconciliations </li><li>Consolidate financial data</li><li>Internal Control Monitoring</li><li>Assist with internal/external audit preparation</li><li>Coach, Train, Mentor financial staff</li></ul>
<p>Robert Half is seeking an Operations Specialist within Financial Services.</p><p>Does this sound like you?</p><p><br></p><ul><li>Buy-side experience preferred</li><li>Manage operational areas outsourced to State Street Alpha Outsourcing, including trade matching, settlement, and daily</li><li> cash/position reconciliation.</li><li>Oversee processing of subscriptions, redemptions, cashflows, and transition activity on all funds.</li><li>Instructed FX when necessary and handled on-boarding and off-boarding of managed accounts.</li><li>Manage corporate actions elections and notifications.</li><li>Provide traditional Middle Office Support to new business opportunities, including handling third party requests and market opening.</li><li>Create periodic custom client reports and handled adhoc duties.</li><li>Coordinate on-boarding and off-boarding of clients, liaising with Compliance, Sales, client service teams, investors, traders, custodians, and consultants.</li><li>Conduct regular service calls with various internal departments and external servicing partners on fund issues and initiatives.</li><li>Liaise between custodial banks, administrators, and fund investors to ensure quality client service.</li><li>Manage client contacts and coordinated annual compliance and tax documentation distributions and general ad hoc regulatory communications affecting fund clients.</li></ul><p><br></p>
<p>Robert Half has partnered with a service provider on their search for a Senior Director of Accounting and Treasury with significant change management expertise, strong technical accounting knowledge, and proven ERP systems experience. The Senior Director of Accounting and Treasury will oversee financial forecasting while leading accounting operations, manage cash flow reporting, provide insights and recommendations to support strategic business decisions, assist with month end close activities, coordinate internal and external audits, manage relationships with financial institutions, and monitor and manage the company’s investment portfolio and interest rate risk exposure. This Senior Director of Accounting and Treasury role will ensure the company maintains optimal liquidity, minimizes financial risk, and supports business objectives through effective capital and debt management.</p><p> </p><p>Primary Duties</p><p>· Develop and implement strategies for cash flow forecasting, liquidity management, and short-term borrowing/investing</p><p>· Manage daily cash operations, including bank account management, wire transfers, and cash positioning.</p><p>· Oversee relationships with financial institutions, negotiating terms, fees, and services to optimize banking performance.</p><p>· Evaluate and execute debt financing and capital structure strategies, including loan agreements and covenant compliance.</p><p>· Monitor financial markets and assess economic trends to inform treasury decisions and risk mitigation.</p><p>· Ensure compliance with internal controls, policies, and regulatory requirements related to treasury operations.</p><p>· Lead treasury-related financial reporting and analysis for executive leadership and the board.</p><p>· Collaborate with accounting, tax, legal, FP& A, and other departments to support strategic initiatives and ensure accurate financial reporting.</p>
Job Duties and Responsibilities<br>General Accounting duties include, but are not limited to:<br><br>Update cash register spreadsheet based on bank statements<br><br>Enter invoices into EMS (electronic expense management system)<br><br>Compare AP invoice data between accounting and business systems for accuracy<br><br>Prepare and process payment batches and ensure error-free data in the accounting system<br><br>Record daily/weekly cash receipts<br><br>Run and distribute aged reports; follow up with customers past due over 30 days<br><br>Create and upload invoices into Workflow system<br><br>Deposit checks and book AP entries<br><br>Issue vendor checks and send payment notification emails<br><br>Request parent company to add new vendor bank info in accounting system<br><br>Apply ACH debit payments and upload supporting documents into Workflow<br><br>Manage daily funding and update loan tracking spreadsheet<br><br>Import Citibank CSV files to update daily account balances<br><br>Prepare daily funding reports for accounting manager<br><br>Book closing entries per accountant’s instructions<br><br>Reconcile bank statements monthly<br><br>Handle finance/tax-related mail daily<br><br>Coordinate with Citibank for access updates, signature cards, and other documents<br><br>Support ad-hoc projects, process improvements, and provide team coverage as needed<br><br>Qualifications<br><br>Fluent in written and spoken English<br><br>Proficient in Excel and MS Office; Microsoft Dynamics 365 and CitiDirect preferred<br><br>CPA candidate preferred<br><br>Strong deadline management and communication skills<br><br>Detail-oriented with ability to verify accuracy<br><br>Experience with Japanese companies preferred<br><br>Proactive in raising and resolving issues
Job Details: - Technical and end user operation management of data warehouse and business intelligence infrastructure on day-to-day basis - Full responsibility of new development tasks to expand functionality of current data warehouse including dashboards/reports - Working with Finance to gather/analyze reporting requirements (Business Analysis) - Presenting technical solutions for new business requirements to manager and final technical implementation - Actively supporting end users and error management of data warehouse with dashboards/reports - Organizing technical and end user testing for final deployments to different technical environments - Creating/maintaining technical and end user documentation - Second technical contact for Business Intelligence
Professional Qualifications:<br>• 5+ years experience in IT as a Technical Business analyst/system analyst and created functional requirements for complex projects within the Insurance P& C domain.<br>• Good understanding of the underwriting process includes the policy lifecycle, coverages, endorsements, forms, rating, etc.<br>• Experience in working in Underwriting and Claims applications.<br>• Experience in data integration and data quality projects.<br>• Ability to work with technical teams (developers, architects, QA, infrastructure), business users and software vendors to document requirements on time<br>• Excellent understanding of how technology impacts the business.<br>• Excellent team player with a proven background of individual contribution.<br><br>Preferred Technical Skills:<br>• Insurance Policy Administration System experience (Duck Creek, Guidewire, etc.)<br>• Understanding of XML and/or JSON languages is a plus<br>• Strong SQL skills to query SQL databases
