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3+ years of experience in high-growth corporate strategy/operations, investment banking, management consulting, or private equity; experience in healthcare preferred. BS/BA in Economics, Finance, Accounting, Business Administration, Operations Management, or equivalent experience.
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Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Work on a project within accounting, capital investment analysis, cash management and forecasting, financial reporting, internal auditing, manufacturing cost analysis, product pricing, profit forecasting, revenue and market analysis, and vehicle program cost analysis.
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HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
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This position will supervise an accounting assistant and manage several outside firms and contractors including CPA firm/auditors, investment management firm, HR consulting firm, insurance broker, etc.
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This position reports to the Insurance Accounting Supervisor and is responsible for the Premium Payables and Broker Commission Payables process for the Property & Casualty, Benefits and Wholesale business in various Broker Management systems, G/L systems and any additionally acquired systems.
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Expert level knowledge in customizing and configuring SAP FICO - General Ledger (GL), Faxed Assets (FA) Accounts Payable (AP), Accounts Receivable (AR), Bank and Treasury, Cost and Profit Center Accounting, Project Systems (PA), and Internal Orders.
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Bachelor’s degree in Economics, Mathematics, Business, Finance or Accounting preferred. Responsible for client service and retention for the USI Investment Advisory Services (IAS) Practice.
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High Demand IT Specialized skills: SAP S/4 Preferred knowledge, skills or abilities Expert level knowledge in customizing and configuring SAP FICO - General Ledger (GL), Faxed Assets (FA) Accounts Payable (AP), Accounts Receivable (AR), Bank and Treasury, Cost and Profit Center Accounting, Project Systems (PA), and Internal Orders Advanced knowledge of the MM/FI interface as related to invoices.
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Assist the Accounting Manager in the reconciliation of Accounts Payable and Accounts Receivable accounts. Manage and report investment, endowment and debt activity. Know and adhere to generally accepted accounting principles (GAAP) and Securities and Exchange Commission (SEC) rules and regulations, especially those that focus on a non-profit organization.
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This position requires extensive knowledge of SAP financial (FICO) solutions like General Ledger (GL), Accounts Payable (AP), Inventory Management (MM), Material Management interface to FI (MM/FI) ,Fixed Assets (FA), Project Systems and Investment Management (IM.
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The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients. Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance.
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Tax issues associated with industries examined and involving Engineering support typically include: depreciable life, salvage value, investment tax credit, sales of property, research and experimental activity, casualty loss, contribution of property, valuation of intangible and tangible property in acquisitions, mergers, and liquidations, and other engineering determinations related to the assigned case.
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Strong understanding of personal trust, legal, accounting, tax, regulatory and investment concepts as they apply to estate and trust administration. Carry out duties of a Conservator/Guardian in accordance with directions of the Court/State Laws/governmental agencies and within Blue Trust policies/procedures.
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