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Assist in managing the implementation of a new Company wide financial management system, Workday, and the system integrations between Workday and OneStream. Serve as a consolidation system (OneStream) administrator including managing user access, chart of accounts, organization chart, account mapping tables and system generated reports.
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Effectively manage all sales-related administrative duties, including, but not limited to: account plan development, routing, expense reporting, pipeline and referral network management and activity documentation via HubSpot, securing and managing marketing collateral and other resources.
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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The WM Consumer Compliance Group within the Legal and Compliance Division (LCD) is seeking a senior Compliance Officer responsible for providing advice and guidance to business segments within Wealth Management responsible for opening, maintaining, and servicing of self-directed brokerage accounts.
$110,000 - $190,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Designing/configuring business processes in SAP FM to automate the management and external reporting of general ledger, accounts receivable, accounts payable, and cash management; manage posting periods and period end closing; and enable open and integrated data flow between financial account and the other components of the SAP system.
$105,440 - $158,160 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Core competences include: handling trade-related issues, trade and margin analysis, account management and funding, product (cash market, equities and derivatives) and exchange knowledge (global), technical services, securities regulations.
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Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises.
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Job Description Under the supervision of the Chief Financial Officer and the Chief Operating Officer of the New Rochelle YMCA the Accounts Bookkeeper shall maintain a supportive, positive atmosphere that welcomes and respects all individuals and coordinates intermediate level accounting functions such as general ledger/account maintenance, account reconciliation, data processing and reporting.
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You will assist with all the accounting and control functions at the account including all revenue and expense reporting, accounts payable, accounts receivable and monthly financial reporting requirements.
$88,000 - $100,000 a year depends on experienceFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Responsibilities Act as liaison to Interactive Broker's top-tier clients, including financial advisers, premium retail customers, financial institutions and hedge funds, striving to provide solutions to inquiries while complying with all policies, practices and procedures.
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Develop, document, and maintain automated tests for multiple applications that relate to user registration, account management and trading. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers.
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This role will prepare account reconciliations, post adjusting journal entries, and prepare financial reports that highlight KPIs, identify and monitor trends across the business, help management and business functions with issues and inquiries related to business performance, and perform ad-hoc analysis to support strategic initiatives.
Full-timeExpandApply NowActive JobUpdated 29 days ago - UpvoteDownvoteShare Job
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Act as a technical resource to operational management and staff on the appropriate interpretation of accounts receivable and/or financial data. Coordinate and mentor staff regarding accounts receivable and financial systems, analyses, reports and policies/procedures.
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Assist with questions involving new account opening procedures, generation of proposals for active clients or prospects, trading of accounts and training on various program policies and guidelines.
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Reporting directly to the Controller, the Senior Accountant will handle various tasks related to general ledger management, cash management, system maintenance, reporting, and other financial activities.
Full-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Key contacts with both current and future clients are the Chief Level that include Chief Executive Officer (CEO), Chief Financial Officer (CFO), Chief Information Officer (CIO), Controller, Manager and President.
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account management financial jobs in White Plains, NY
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