Collecting information
Organizing data
As a dedicated Executive Director, Sales and Services, you will provide executive leadership, strategic direction, and resource stewardship of the Bank Sales and Service Contact Center organization.. Shares accountability for overall Bank Sales and Service Contact Center performance, Omnichannel organizational goals, and aligning objectives with the business strategy.. Builds and oversees the Bank Sales and Service Contact Center through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.. 10 years of progressive contact center experience in a financial services industry supporting clients/customers/members in a multi-channel environment (voice, web, live chat, email, mobile, social media).. Deep understanding of banking regulatory environment, regulatory requirements, and application of compliance-related policies and procedures (e.g. Sales Practices, Unfair, Deceptive, or Abusive Acts or Practices (UDAAP), Anti-Money Laundering (AML), Know Your Customer (KYC), Third-Party Risk Management (TPRM) etc.)
This role requires a Senior Accountant-level skill set while remaining hands-on with daily accounting operations.. You’ll work within tight deadlines, managing general ledger preparation, financial reporting, year-end audits, and budget/forecast activities.. Perform balance sheet reconciliations, including cash, fixed assets, payroll, and accruals. Assist with AP, AR, payroll, and cost accounting (if applicable). Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Zurich is currently looking for an AVP, Surety Underwriting Officer to work in Arizona.. As the Surety Underwriter will work to analyze and underwrite a book of new and renewal business.. AVP, Surety Underwriting Officer - Basic Qualifications. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience.. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals.
The Wealth Management Support Supervisor is accountable for all back-office support of the Wealth Advisors, including building and maintaining prospective and current client relationships through excellent customer service, management of escalated issues, organization, attention to detail and overseeing the work duties of the support team. Manages operations and tasks of support staff to ensure Wealth Advisors, Broker Dealer, internal associates, and externally contracted third party service business partners’ issues are followed through to resolution. Specializes in a wide array of technical and operational subjects, in the investment & securities business, including, but not limited to, divorce and death claims process, complex retirement solutions, annuity, alternative investments, and insurance business. Must initially and continue to meet all standards and policies of our contracted broker dealer, LPL Financial. Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC).
Certified Financial Planner (CFP) designation required. FINRA Series 7, NASAA Series 63 and 65, and life insurance licensing required. Non-sales positions have the opportunity to participate in a bonus program.. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.. financial planning, executive benefits optimization, investment strategies, tax planning, estate planning, risk management, wealth management, financial advisor, high-net-worth clients, Certified Financial Planner
Job Title : Senior Accountant. Reports to: Vice President and General Manager – North America. This position applies principles of accounting to analyze financial information, manage sales/income tax, and prepare financial reports by compiling information, preparing profit and loss statements and utilizing appropriate accounting control procedures.. Oversees all aspects of accounting including general ledger accounts, financial reporting, month-end close, tax returns.. Knowledge of finance, Accounting and cost control principles including Generally Accepted Accounting Principles (GAAP).
The world-class Communications Team at JPMorganChase is seeking an experienced professional to join the U.S. Regional Communications to develop and execute on strategic projects to support localization and cohesive messaging across the Southwest.. Serve as reporter/editor to gather and organize employee communication content.. Passionate storyteller with superb written and verbal communication skills. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance?. As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals.. Senior Wealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services.. Additional certifications such as the CFA, CTFA or CPA preferred.. We are in the office Tuesday-Thursday and work remotely Monday & Friday.
As a member of the BMO team you are valued, respected, and heard, and you have more ways to grow and make an impact.. The Relationship Banker delivers exceptional service to BMO customers and prospects.. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.. Typically, between 2 - 3 years of relevant experience and a post-secondary degree in a related field of study is desirable, or an equivalent combination of education and experience.
Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.. Support@bmo.com and let us know the nature of your request and your contact information.. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
At WillScot ( NASDAQ WSC ), our 4000+ people are at the heart of everything we do.. For more about WillScot and who we are, click here.. All regular WillScot Holdings Corp. positions offer generous benefits including medical, dental, vision, disability and life insurance, paid time off, Company holidays, tuition reimbursement, and 401(k) with match.. WillScot provides equal employment opportunities to employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.. WillScot embraces diversity and is committed to equal opportunity in all aspects of employment, including recruiting, hiring, promotion, termination, leaves of absence, compensation, and training.
We are seeking a passionate and experienced Chief Financial Officer (CFO) to lead our financial operations and be a strategic partner in achieving our mission.. Oversee all financial operations, including accounting, budgeting, forecasting, cash flow management, and financial reporting.. Ensure compliance with all applicable federal, state, and non-profit accounting regulations.. Stay current on best practices in non-profit accounting and financial management.. Minimum of 7 years of experience in a senior financial leadership role, preferably in a non-profit setting.
We are seeking a visionary Chief Financial Officer to join our senior leadership team and drive strategic financial excellence while championing our member-centric mission.. This role represents a unique opportunity to shape the financial future of an organization deeply committed to community impact and member value.. Proven track record as a financial strategist and business partner with broad exposure to financial functions including accounting, finance, and capital markets. We are committed to being employee and member-centric while driving community impact.. If you're a financial leader who thrives on driving strategic growth while maintaining unwavering commitment to member value and community impact, we want to hear from you.
About the Team The Customer Experience (Marketing) team works to showcase our brand through the lens of expertise and love.. They work to provide a personalized experience for our consumers backed by best-in-class, data-driven marketing capabilities.. The Customer Experience team focuses across 4 departments including, Marketing, Creative, Communications, and our Loyalty & CRM team.. Everyone brings their own point of view to create a unique experience for the pets and pet parents.
We focus on improving apps or developing new apps for traditional and mobile devices as well as conducting usability testing to find ways to improve our clients’ user experience.. As part of our team, you’ll help clients harness technology systems in financial services focusing on areas such as insurance, sales performance management, retirement and pension, asset management, and banking & capital markets.. To help us achieve this we have the PwC Professional; our global leadership development framework.. Demonstrates extensive abilities and/or a proven record of success as a team leader by: Supervising teams to create an atmosphere of trust; Managing technical teams across the full software development life cycle; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including timely meaningful written and verbal feedback.. Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy:.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase.. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase.
FAMILY-LIKE SUPPORT - As a family-owned and family-focused in home care company, we cultivating teams of mission-focused experts who embody our vision and culture and provide joyful support to the numerous to those we serve.. Maintain knowledge and stay abreast of developments in the fields of industrial technology, business, finance, and economic theory.. Advanced knowledge of Microsoft Office (emphasis on Word, Excel & Outlook) and QuickBooks Online.. RequirementsROLE QUALIFICATIONS Maintain knowledge and stay abreast of developments in the fields of industrial technology, business, finance, and economic theory.. In home care experience is a plus.
DIVE IN TO A NEW CAREER WITH LESLIE'S:Leslie’s Pool Supplies is the “World’s Largest Retailer of Swimming Pool Supplies.”. The Senior Accountant will oversee day-to-day operations of the accounting team, manage monthly close activities, and ensure compliance with GAAP and internal controls.. Assist in the system conversion of cash matching to the new general ledger system, D365.. Strong knowledge of GAAP, SOX compliance, and corporate accounting practices.. Proficiency in accounting systems and tools (, JDA, Workday Adaptive, Blackline) and strong Excel skills.
Our mid-scale hotel in Mesa, AZ, is a shining example of contemporary elegance combined with outstanding guest service.. Nestled in a vibrant community, we pride ourselves on creating memorable experiences for our guests.. We are seeking a dedicated and skilled Hotel Financial Controller to join our dynamic team and ensure the financial expertise and leadership aligns with our strategic goals.. Bachelor's degree in Finance, Accounting, or related field A minimum of 5 years of experience in a financial control role within the hospitality industry Strong knowledge of financial regulations and accounting standards Proficiency in financial software and MS Office Suite Excellent communication and leadership skills Strong analytical and problem-solving abilities Ability to work collaboratively and independently CPA certification is a plus. If you are a dedicated financial professional looking to elevate your career as a Hotel Financial Controller in a dynamic Mesa, AZ hotel, we invite you to apply.
The Process Manager, IT Asset Management serves as the process owner for the IT Asset Management full life cycle program.. Serves as the process owner for the IT Asset Management full life cycle program. Accurately manages, optimizes and updates the organization's Configuration Management Database (CMDB) for all hardware and software assets.. Partners with the IT leadership team in developing short and long-term strategic plans as it pertains to the IT Asset Management Program. Reviews and refines IT Asset Management processes, policies and best practices