Finance/Accountant
Accounts Receivable Associate
Ensure the company receives payments for goods and services, and records these transactions accordingly. Updates receivables by totaling unpaid invoices. Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal. Code documents according to company procedures. Receive, record, and bank cash, checks, and vouchers. Compile budget data and documents, based on estimated revenues and expenses and previous budgets. Secure revenue by verifying and posting receipts, and resolving any discrepancies.
Financial Advisor
A professional who provides financial services to clients based on their financial situation. Help clients create strategies for eliminating financial risk and building wealth over the long term. They can give you a game plan that puts you on track to achieve your financial goals. Respond to client requests as they arise, acting as an advisor for clients regarding their investments.
Financial Technical Analyst
A professional with skills and relevant knowledge to explore the financial market and derive relevant temporal patterns that provide critical trading information. Seeking a specialist who is skilled in evaluating investments using past performance and technical indicators. Will use technical analysis and its indicators to extrapolate and predict price movements. Duties: using an analysis methodology for forecasting the direction of prices through the study of past market data, primarily price and volume. Require at least a bachelor's degree in finance or economics and mastery of technical analysis software.
Collections Associate
Act as liaison between creditors and customers to collect outstanding payments. Responsibilities include monitoring assigned accounts, contacting debtors to begin the recovery process, and negotiating debt payments. They may also prepare repayment plans in order to increase collections.
Loan Servicing Associate
Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts. Answer questions and advise customers regarding loans and transactions. Present loan and repayment schedules to customers. Interview loan applicants to obtain personal and financial data and to assist in completing applications. File and maintain loan records. Record applications for loan and credit, loan information, and disbursements of funds, using computers. Contact credit bureaus, employers, and other sources to check applicants' credit and personal references. Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
Credit Analyst
Assess credit worthiness of existing or prospective clients. Examine financial transactions and credit history case by case (applications, statements, balance sheets, legal documents etc). Complete ratio, trend and cash flows analyses and create projections. Deliver a multidimensional perspective on the investment outlook in an accessible and informative manner. Determine in depth the degree of risk involved in lending credit.
Dividends Clerk
Calculates, collects, and distributes dividends to clients. Examines customer investment records and reports to determine customer stock ownership on record date. Computes dividends due based on number of shares owned. Records dividends due, and enters information into customer accounts, using computer. Reviews customer accounts to obtain dividend payment instructions, and pays dividends and interest due to customers. Solves dividend related problems with customer accounts, applying knowledge of policies and procedures concerning payment of dividends and interest.
Payroll Associate
Collect and verify timekeeping information for all employees. Calculate pay according to hours worked incorporating leaves and overtimeInitiate periodical payments timely either by preparing and administering checks or making direct deposits through a bank payment system Issues statements and invoices and maintain records. Deal with complaints and questions regarding payroll from employees and upper management Investigate and resolve any discrepancies in payroll. Deal with complaints and questions regarding payroll from employees and upper management
Asset Manager
Deals with the management of assets, such as capital commodities, stocks, precious metals, bonds, and real estate. Heshe manages assets owned, leased, and subleased by an organization or an individual. Asset managers decide on what assets to acquire through comprehensive research of these assets.
Accountant
Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs. Analyze business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses or to provide advice. Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards. Prepare adjusting journal entries.
Economist
Develops economic models Creates company policies to reflect models Creates reports of economic outlook and forecasts Designs advanced analysis projects Create professional grade presentations Keep up to date on the latest economic policy A Masters degree in economics or finance is required Deep knowledge of economics
Settlement Advisor
Handle calls with customers (inbound or outbound), to negotiate repayment terms, and achieve the best outcome for both the Bank and the Customer.
Pricing Analyst
In this role, you will be analyzing competitor pricing, preparing market share and revenue forecasts, and comparing the outcomes of different pricing strategies. Analyze data from multiple sources, develop complex pricing models, and collaborate with sales and marketing teams to develop sales strategies. Assessing data from a variety of sources to gain insights into pricing strategies and market trends. Applying statistical modeling methods to determine the potential impact of pricing strategies on profitability. Recommending pricing strategies that align closely with market trends and identifying new market segments. Forecasting revenue and market share based on market trends, production costs, profit margins, and sales volumes. Developing dynamic pricing tools to effectively respond to changing market needs and trends.
Underwriter
Insurance underwriters decide whether to provide insurance and under what terms They evaluate insurance applications and determine coverage amounts and premiums Determine the risk involved in insuring a client
Finance Administrator
Keeps record of all financial transactions of an organization as an administrator. Develops the organization's financial plan and longterm goals. Administers accounts payable and accounts recievable. Works to protect the organizations longterm financial assets. Performs budget and payroll dealing. Prepares the organization's monthly and annual financial reports. Requires senior level finance experience.
Accounting Manager
Manage teams of accountants, ensuring they meet an organization's goals. Establishes financial status by developing and implementing systems for collecting, analyzing, verifying, and reporting financial information. Directly supervise and manage other accountants. The position requires several years of experience as an accountant, with some employers preferring candidates with a master's degree.
Tax Manager
Management role responsible for keeping businesses compliant with various local, state, and federal tax regulations. They implement measures and develop policies for dealing with various areas relating to taxes. Will also perform estimations, analysis, planning, and research and oversee audits for CPAs on staff. Provide innovative tax planning and review complex income tax returns for other members of the tax staff. Requires a degree in accounting, business, economics, or finance.
Treasury Analyst
Managing financial activities is a broad goal that involves many different duties and responsibilities. We researched several Treasury Analyst job descriptions to come up with the following core duties and responsibilities. Preparing monthly and quarterly treasury reports is perhaps the most important duty of the Treasury Analyst. It is this process that shows the financial health of an organization. Execute Day-to-Day Cash Management Prepare Presentation Materials for Senior Management Advise Financial Operations on Movement of Funds
Accounting Clerk
Perform bookkeeping work in an accounting department, including posting data or keeping other records concerning costs of goods or services or the shipment of goods. Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered. Verify accuracy of billing data and revise any errors.
Portfolio Manager
Primarily responsible for creating and managing investment portfolio allocations for private clients. Determines a client's appropriate level of risk based on the client's time horizon, risk preferences, return expectations, and market conditions. Provide client consultation to develop portfolios to meet investment objectives. Seeks decisions on the progression of creating and evaluating the assets in the portfolio of the investor, but does not focus on the entire spectrum of personal finance on an individual level. Sometimes called a fund manager.
Investment Associate
Provide analytical performance reports to interpret investment performance. Provide portfolio data and analytics, and work with the Portfolio Manager to create presentations for client and prospect meetings regarding investments. Provide research support for the investment portfolio teams by monitoring and gathering specific fundamental research information on stock recommendations.
Financial Analyst
Provides analytical support in order to deliver financial results They work with internal employees and external vendors to resolve issues and provide ad-hoc financial analysis They prepare cost reports including forecastsoutlooks and assist with allocation of funds for projects based on approved budgets and monitors project accounting They validate invoices expenditures and change requests impacting budgets They identify and implement improvements to cost management processes for greater efficiency and effectivenessFinancial analyst to support project budgeting and forecasting metrics reporting and TE analysis Analyzes financial status by collecting monitoring and studying data recommending actions Determines cost of operations by establishing standard costs collecting operational data Identifies financial status by comparing and analyzing actual results with plans and forecasts Guides cost analysis process by establishing and enforcing policies and procedures providing trends and forecasts explaining processes and techniques recommending actions Improves financial status by analyzing results monitoring variances identifying trends recommending actions to management Reconciles transactions by comparing and correcting data Maintains database by entering verifying and backing up data Recommends actions by analyzing and interpreting data and making comparative analyses studying proposed changes in methods and materials Increases productivity by developing automated accounting applications coordinating information requirements Protects operations by keeping financial information confidential Maintains technical knowledge by attending educational workshops reviewing publications Contributes to team effort by accomplishing related results as needed Qualifications Corporate Finance quality management problem solving process improvement statistical analysis financial skills
Stockbroker
Provides investment advice and recommendations monitors foreign stock market performance purchases new share issues interprets financial reports administers and evaluates clients' investment holdings markets themselves to potential clients.
Appraiser
Responsible for determining final estimation of property values, taking into account such factors as depreciation, replacement costs, value comparisons of similar properties, and income potential as part of the appraisal. Photograph interiors and exteriors of properties to assist in estimating property value, substantiate findings, and complete appraisal reports. Collect and analyze relevant data to identify real estate market trends. Check building codes and zoning bylaws to determine any effects on the properties being appraised. Evaluate land and neighborhoods where properties are situated, considering locations and trends or impending changes that could influence future values. Examine the type and location of nearby services, such as shopping centers, schools, parks, and other neighborhood features, to evaluate their impact on property values.
Accounts Payable Associate
Responsible for performing a range of accounting and clerical tasks related to the accounts payable function. This generally includes receiving, processing, and verifying invoices, tracking and recording purchase orders, and processing payments. Accounts payable clerks are needed in a variety of accounting environments. While not required, most have an associate's degree in accounting that gives them a solid background in basic accounting practices. The best accounts payable clerks are incredibly detail oriented, have strong time management skills, and possess effective communication skills.
Controller
Responsible for preparation of financial reports that summarize or forecast an organization's financial position. Assists company's outside auditors when they prepare an annual report. Responsible for preparing special reports for regulators, governmental agencies, and banks. Oversee a company's accounting function and conduct internal audits. Requires a degree in finance.
Bookkeeper
Responsible for recording and maintaining a business' financial transactions, such as purchases, expenses, sales revenue, invoices, and payments. Record financial data into general ledgers, which are used to produce the balance sheet and income statement - keep the books. Perform daily accounting tasks such as monthly financial reporting, general ledger entries, and record payments and adjustments.
Finance Manager
Responsible for the financial health of an organization. Distribute the financial resources of a company, responsible for the budget planning, and give advice on financial acivities to upper management on future financial plans. Is involved in overseeing a company's short-term or long-term financial investments. Responsible for investing with banks that offer the best overnight interest rate. May negotiate financial terms of new contracts. Plans the issuance of securities or mergers and acquisitions on behalf of the company. Requires a bachelor degree in finance, accounting, economics, business administration, mathematics, or business management.
Equity Specialist
Responsible for the planning, development and implementation of new and revised compensation and equity programs, policies and procedures that help to effectively attract, retain and motivate our talent. The role will also act as the Stock Plan Administrator and 401k Plan Administrator. The Equity Specialist will serve as the technical compensation expert and oversee compensation and equity activities.
Wealth Manager
This professional is a subset of a financial advisor that primarily offers high-net-worth and ultra-high-net-worth clients wealth management services. This can include investment management and financial planning, as well as accounting and tax services, retirement planning and estate planning. Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Cost Estimator
Understand the project/program and its requirement and then esitmate the cost of various projects and tasks within the project. Determine key variables for cost and other estimates. Gather first-hand information from sites, warehouses or other venues. Conduct research to obtain data on labor costs, materials, production times etc.
Loan Assistant
Update loan files, mortgage software platform and tracking system as necessary. Collect apt fees from borrowers and researches discrepancies in payments. Perform post-closing functions for first mortgage loans. Coordinate mortgage loan closing schedule. Ensure all required closing documentation is present to schedule closing. Develop and maintain communication between loan officer, client and agents and outside vendors to assist timely processing and closing of loan file. Manage mortgage loan officer pipeline schedules and deadline times on all loans.
Tax Analyst
Will prepare, review, and file tax returns and tax forms. Prepare taxes and analyzes taxes to find ways to reduce tax payments for individuals and businesses. Typically work independently with minimal supervision, primarily in office environments during daytime business hours. May also be in charge of quarterly and annual federal tax and international tax compliance.
Loss Mitigation Specialist
Work to minimize or mitigate losses from loans. Analyze loan paperwork for outstanding balances. Educate borrowers on laws surrounding loss mitigation processes and their rights as a borrower. Calculate borrowers monthly debt and income to determine elegibility for loan modifcation. Prevent borrowers from delinquency by utilizing the most appropriate alternative to foreclosure or default.
Loan Officer
you will act as a liaison between applicants and our financial institution, helping qualified applicants obtain loans and set up payment plans. Your duties will include meeting with applicants, preparing loan proposals, and examining active loans. The ideal candidate will have experience managing different types of loans including home loans, business loans, and individual loans. Meet with loan applicants to identify their needs and collect information for loan applications. Analyze active loan files on a regular basis and recommend solutions to speed up the loan process. Complete loan contracts and teach clients on policies and regulations.
