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Daily reporting for investment activity (valuation) Preparation and consolidation of investment and financial reporting Interaction with portfolio managers to process information Interaction with Wall Street banks/brokers to obtain and decipher information Review bank loan agreements, trade documentation and bond settlement agreements General ledger maintenance for Fund Accounting.
$55,000 - $70,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Expertise We’re Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience A CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it.
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Expertise with SAP ERP, as MDG typically interacts with various SAP modules, such as SAP MM (Materials Management), SAP SD (Sales and Distribution), and SAP FI (Financial Accounting). Expertise with SAP ERP, as MDG typically interacts with various SAP modules, such as SAP MM (Materials Management), SAP SD (Sales and Distribution), and SAP FI (Financial Accounting.
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Maintain organized files and records, including lease agreements, tenant information, and financial documents. Prepare reports for management, summarizing property performance, occupancy rates, and financial metrics.
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Aside from being a shopping and financial hub, Dallas has a thriving music scene and is also a hotspot for cultural activities including opera, ballet, musicals, and symphony concerts. Popular destinations include the Dallas Museum of Art, The Dallas Arboretum and Botanical Garden, and a 212-acre gigantic theme park Six Flags Over Texas.
$19 an hourFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Benefits/Perks:Paid apprenticeship & tutoring for licensing*Flexible work schedulePaid vacation/holidays*Incentive-based pay and bonuses*Advancement opportunitiesUniformsCompany-provided vehicle (work truck)Company-provided equipment and toolsProfessional development opportunities *Varies by Franchise LocationCompany Overview: Mr. Rooter Plumbing’s proven systems make it easy for our plumbers to achieve their goals, whether financial, professional and/or personal.
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Employee Assistance Program (EAP) – access to free visits to therapists and lawyers, guidance on financial matters, elder and childcare, and assistance with tickets to entertainment events. Tuition Reimbursement Program Employee Recognition Program Merchandise Discounts on Top Brands like Weber, Traeger, Yeti, Craftsman, DeWalt and thousands more.
$18.75 - $20.75 an hourExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The candidate should have deep end to end expertise in at least 2 finance process towers such as Record to Report, Order to Cash, Procure to Pay, Financial Planning & Analysis, Cash & Banking / Treasury, Payroll, Fixed Assets, etc.
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As a Regional Sales Manager with Westlake Financial, you will be educating and training you own team of 20-30 Sales Representatives. Westlake Financial believes in PEOPLE with the PURPOSE and PASSION to assist our more than 22,000 dealer partners throughout North America.
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Moss' Project Accountant II is responsible for reviewing contracts and agreements for accounting related information along with reviewing and preparation of the financial statements for the project.
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Certified Financial Planner (CFP®) designation highly preferred. Develop customized financial planning and wealth management strategies aligned with client goals and circumstances. Meet regularly with clients to review and update financial plans, present investment performance, and relay the firm's market and economic outlook.
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Ensure alignment across various functions & ad hoc activities related to financial risk monitoring and mitigation. Investigate, review, and analyze data, including financial information, debt levels, ownership structure, client base and products, inventory, and other external data.
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The Financial Systems Training Specialist will also be expected to organize training activities with the Financial Systems Training & Support Manager to stay apprised of Help Desk calls fielded by Customer Care and to ensure a consistent look and delivery of LBBS training material and sessions across the firm.
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Responsible for creating and maintaining the business intelligence platform (Power BI) to provide bottom-up visibility into operating and financial performance. Develop monthly reporting dashboards within Power BI, providing performance reporting based on a comprehensive financial metrics set.
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Our team helps our clients maximise their available liquidity position and manage financial risk, such as foreign exchange rates, interest rate changes, and commodity price fluctuations, as well as make decisions around funding the core business operations and making investments to increase the value of the organisation to the shareholders.
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financial job Title: field underwriter Company: Aig in Dallas, TX
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