9 дней назад
Financial Analyst
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Analyst (Accounting/Finance): Managing branch expenses, advisor compensation arrangements, loan administration, collections, and financial reporting with an accent on accounting accuracy, process controls, and senior-management reporting. Focus on auditing financial data, improving tracking systems, and resolving moderately complex accounting and finance problems.
Location: Saint Petersburg, Florida, United States; hybrid workstyle with less than 25% travel.
Company
is a financial services firm focused on client service, integrity, independence, and long-term decision-making.
What you will do
- Create and review loan agreements for recruited financial advisors and ensure accurate calculation and administration.
- Enter and maintain loan, compensation, and related information in systems and databases.
- Manage and report on advisor collections, loan defaults, and write-offs.
- Prepare, review, and audit recurring reports for business unit senior management.
- Collaborate on tracking-system projects and identify process improvements for financial information processing and analysis.
- Resolve moderately complex accounting problems and recommend practical solutions.
Requirements
- Bachelor’s degree in Accounting, Business Administration, Finance, or an equivalent combination of education and experience.
- At least two years of payroll or accounting experience, or equivalent approved experience, education, and training.
- Knowledge of intermediate accounting, accrual-based accounting, cost allocation, payroll processing, banking, finance, and securities operations.
- Strong Microsoft Office, accounting software, financial analysis, documentation, organization, and time-management skills.
- Ability to work independently, manage changing priorities, communicate across organizational levels, maintain confidentiality, and resolve moderately complex accounting issues.
Culture & Benefits
- Hybrid work environment with opportunities to work independently and collaboratively.
- Benefits may include medical, dental, vision, life, disability, critical illness, and accident insurance.
- Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
- People-first culture emphasizing professional growth, collaboration, accountability, client focus, and continuous improvement.
- Equal opportunity workplace that values diverse backgrounds and experiences.
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