Initiate payment templates in the banking platform Perform AR/ AP reconciliation against the bank statement. Complete the monthly bank reconciliation statement in the system Qualifications Minimum 7+ years of relevant work experience, including financial management responsibilities; supervisory experience desired BA/BS in Finance or Accounting required; Master's degree in

This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100 150 clients with a Book of Business totaling between $5 million and $10 mill

Lead financial planning, budgeting, and forecasting processes to support the organization's strategic objectives. Lead the preparation of annual operating budgets, long range financial plans, and periodic forecasts in collaboration with business units and functional leaders. Provide insightful analysis of financial results, variances, and trends to senior management, high

On a daily basis, process approximately 10 approved funding realignment requests by generating Decision Sheets (dss) using the Command Financial Management System C (CFMS C). Record realignment entries in the Navy official accounting system, Standard Accounting, Budgeting and Reporting System (SABRS). Ensure these entries are accurate and in balance in CFMS C and SABRS. O

Position works collaboratively with one or more client advisors of Peapack Private to provide a white glove experience to our client base. Position Responsibilities Responsible for articulating the value proposition and delivering our capabilities including investments, trust and fiduciary services, financial planning, deposits and loans to our high net worth client base.

Prepares individual, corporate, partnership, and other types of tax returns. Perform s audit, review, compilation, and other assurance services . Gains experience, exposure, and knowledge of procedures, workpapers and systems. Supports multiple client engagements on time and within budget, identifying issues and communicating progress. Expands industry knowledge, through

As a Financial Services Associate, you will have a robust introduction to the mortgage industry. You will rotate among different disciplines, shadowing for an education and understanding of the responsibilities, tasks, and/or functions performed and how they relate in the mortgage process. The objective is for you to gain a better understanding of the mortgage industry an

If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at ourStory City, IA branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as muc

If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at ourColorado Springs S. Tejon St. branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their famil

Partner with Sales Manager and Business Intelligence to develop and strengthen a business plan to maximize market share, assets, and profitability for assigned territory. Collaborate with the marketing team by cultivating leads and identifying new opportunities with an emphasis on a combination of in person and digital engagement. Present New York Life Investment products

At FNBO, our employees are the heart of our story and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Our Modern, Flexible Workplace We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to

Review, validate and maintain financial and other records as they relate to client specific programs for Taft Hartley Fund Responsible for timely reconciliation of all accounts Process payments and retrieve required statements from websites Communicate financial discrepancies and resolve Responsible for all financial exchanges related to participant accounts Identify erro

Under the direction of the Associate Director, the Financial Aid Operations Specialist is primarily responsible for the financial aid records management, system data integration, and communication production. Primary administration of outside scholarships. Provides customer service to current and incoming students and families. Primary for verification of student records.

The Director of Audit is responsible for overseeing all aspects of the internal audit function. This director is responsible for developing and implementing audit plans, conducting risk assessments, and ensuring compliance with applicable laws and regulations. By working closely with senior management, the Director of Audit identifies areas for improvement and develops st

The Director of Audit is responsible for overseeing all aspects of the internal audit function. This director is responsible for developing and implementing audit plans, conducting risk assessments, and ensuring compliance with applicable laws and regulations. By working closely with senior management, the Director of Audit identifies areas for improvement and develops st