325 Financial Assistant jobs in the United States

• Finance Assistant Job Description.pdf.docx

• Join a dynamic team committed to excellence in financial management
• Contribute to impactful projects that support our mission and community
• Benefit from a comprehensive benefits package
• Competitive pay of up to $35 per hour

• Manage the department's budget, guaranteeing the precise distribution and use of financial resources
• Create yearly budgets and forecasting models to support financial planning and strategic decision-making
• Compile and deliver comprehensive financial reports that offer insights into budget performance and analyze variances
• Track expenditures to ensure adherence to budgets and grant stipulations, suggesting adjustments as necessary
• Supervise purchasing operations to ensure alignment with organizational policies and enhance cost-effectiveness

• 3-5 years of relevant financial experience, specifically in budgeting, forecasting, and grant management
• Bachelor's degree in finance, accounting, business administration, or a related field preferred
• Proficiency in financial software and Microsoft Excel; experience with budgeting and forecasting tools is a plus
• Strong analytical and problem-solving abilities, with a keen attention to detail

Do you have administrative experience in a financial services setting? Our client is seeking a Financial Assistant to join their professional, investment management team. This individual will support the advisors and oversee client engagement.

*Schedule: Monday - Friday (Full-time)

*Pay: $40,000+/year (DOE)

*This is a temp to hire position or direct hire for the right candidate

Responsibilities:

-Prepare proposals, new account applications and meeting materials

-Schedule and coordinate client appointments and follow-ups.

-Maintain accurate and up-to-date client records.

-Prepare seminar materials, including handouts and multimedia presentations

-Provide timely responses and a high degree of initiative to client inquiries.

-Maintain a helpful and willing attitude to serve.

Qualifications:

-Financial Services experience (preferred)

-Strong organizational skills and attention to detail.

-Excellent communication and interpersonal skills

-Proficient computer skills (Financial Software, CRM and Microsoft Office Suite)

-Ability to work independently and as part of a team.

If you are eager to contribute to a growing team's success as a Financial Assistant, submit your resume today or call .

• Receives, examines, codes, approves, enters, posts and/or processes vouchers, forms, reports, and other documents.
• Originates, prepares, and/or approves vouchers, forms, letters, papers, schedules, reports and other documents and resolves inconsistencies and errors with appropriate persons.
• Collects, handles, and accounts for cash, checks, money orders and other forms of payments.
• Assembles budget data for supervisor and performs accounting and budgeting verification.
• Assists with or prepares student biweekly payroll, auditing time sheets and entering time on the time entry system for payroll.
• Supports implementation of new or modified financial systems.
• Monitors and communicates with vendors, departments, and customers regarding payments, billings and other contract or invoice concerns.
• Advises staff, faculty, and students of standard policies and procedures.
• Operates standard office equipment including, but not limited to a desk top computer.
• May perform various support functions including, but not limited to making meeting, seminar, and travel accommodations, answering phones, greeting visitors, handling mail, maintaining inventories, and preparing HR-related paperwork.

• Life-Changing Impact : Our work changes lives through research, instruction, and outreach, making a lasting impact on our students, our communities, and the world.
• Culture of Excellence : We are committed to leveraging our strengths, resources, collaboration, and innovation as a top employer in higher education.
• We're Here for You : Auburn offers generous benefits, educational opportunities, and a culture of support and work/life balance.
• Sweet Home Alabama : The Auburn/Opelika area offers southern charm, vibrant downtown scenes, top-ranked schools, and easy access to Atlanta, Birmingham, and the Gulf of Mexico beaches.
• A Place for Everyone : Auburn is committed to fostering an environment where all faculty, staff, and students are welcomed, valued, respected, and engaged.

• High school diploma or equivalent

• High school diploma or equivalent plus 2 years of experience OR
• Associate's degree OR
• Bachelor's degree

• Standard knowledge of office functions.

Join to apply for the Financial Assistant/Analyst role at Cullinan Properties

Join to apply for the Financial Assistant/Analyst role at Cullinan Properties

This range is provided by Cullinan Properties. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

$60,000.00/yr - $0,000.00/yr

Cullinan is currently seeking a full-time Financial Assistant/Analyst in our East Peoria office. This role will have responsibility for performing research, preparation of materials for lenders and creating charts. This role will provide exposure to a variety of real estate investments, including retail, mixed-use, multifamily, office, and healthcare properties, and will span various risk profiles, transaction structures, and geographic regions. The position offers a fast-paced work environment in a dynamic organization with specific responsibilities varying day-to-day across projects.

Responsibilities

• Investor Communications, Modeling, Charts & Prom Notes
• Preparation and packaging of annual & ongoing lender communications
• Gather economic and market intelligence data
• Complete research and other ad-hoc analyses
• Proforma feasibility analysis and cash flow/budget projections
• Packaging RFPs

Qualifications

• 1-3 years of work experience in any of the following categories: investment sales, commercial banks, asset management or commercial real estate investments, with a minimum of 1 year of real estate experience.
• Bachelor's degree from a top-tier college or university with a strong record of academic achievement.
• Strong financial and analytical skills with advanced proficiency in Excel and a strong understanding of real estate investment metrics. Experience modeling joint ventures and distribution waterfalls a plus.
• Strong verbal and written communication skills, including a high standard of professionalism and responsiveness with both internal and external stakeholders.
• Ability to work independently and as part of a team with exceptional organizational skills and a strong proficiency with multi-tasking and meeting deadlines in a demanding, fast paced work environment.
• Solid leadership capabilities with an enthusiastic attitude and confident personality.
• Critical thinking with a detail-oriented and creative problem-solving approach.
• Possesses a strong work ethic, integrity, honesty, and drive.
• Candidate must be authorized to work in the United States without requiring sponsorship.

Cullinan Properties compensation will be commensurate with the market.

• Salary: 60,000 - 80,000 per year, based on experience and qualifications.

As a team member at Cullinan Properties, you will enjoy:

• Comprehensive benefits package, including health, vision, dental and life insurance
• 401(k) plan with Company Match
• Career Advancement and Bonus Opportunities
• Paid Time Off (PTO) and Holidays
• Employee Wellness Programs
• Generous Maternity & Parental Leave Policies

Start a lasting career with Cullinan Properties today!

Cullinan Properties is certified as a Womens Business Enterprise through the Womens Business Enterprise National Council (WBENC)

Cullinan Properties is an Equal Opportunity Employer.

For further information, please visit

• Seniority level Entry level

• Employment type Full-time

• Job function Administrative and Research

Referrals increase your chances of interviewing at Cullinan Properties by 2x

Medical insurance

Vision insurance

401(k)

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Peoria, IL 65,000.00- 75,000.00 1 week ago

Mossville, IL 95,640.00- 143,520.00 4 days ago

Peoria, IL 110,520.00- 165,840.00 2 days ago

Peoria, IL 87,480.00- 131,280.00 1 day ago

Mossville, IL 95,640.00- 143,520.00 3 days ago

Peoria, IL 79,800.00- 119,760.00 4 days ago

Peoria, IL 55,520.00- 69,000.00 1 week ago

Peoria, IL 50,000.00- 60,000.00 1 week ago

Peoria, IL 95,640.00- 143,520.00 2 days ago

Eureka, IL 57,500.00- 65,500.00 3 weeks ago

Peoria, IL 65,000.00- 80,000.00 1 week ago

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Company: Cullinan Properties

Job Title: Financial Assistant/Analyst

Location: Peoria, IL

Department: Investments

Employment Type: Full-Time

Reporting To: Investor Liaison

___

Cullinan Properties (Cullinan) is a leading developer of real estate specializing in commercial and mixed-use developments and acquisitions. With multiple offices across IL, MO and FL, Cullinan is a multi-disciplined real estate firm that develops, manages, and owns mixed-use, retail, multifamily, office, governmental, and healthcare properties throughout the United States. We recognize that our team drives our greatest achievements, and we are passionate about maintaining a fulfilling, rewarding, and energetic work environment to facilitate our employees continued success. We are searching for entrepreneurial professionals who become personally involved in every phase of each project.

Objective of Role

Cullinan is currently seeking a full-timeFinancial Assistant/Analyst in our East Peoria office. This role will have responsibility for performing research, preparation of materials for lenders and creating charts. This role will provide exposure to a variety of real estate investments, including retail, mixed-use, multifamily, office, and healthcare properties, and will span various risk profiles, transaction structures, and geographic regions. The position offers a fast-paced work environment in a dynamic organization with specific responsibilities varying day-to-day across projects.

Responsibilities

Investor Communications, Modeling, Charts & Prom Notes
Preparation and packaging of annual & ongoing lender communications
Gather economic and market intelligence data
Complete research and other ad-hoc analyses
Proforma feasibility analysis and cash flow/budget projections
Packaging RFPs

Qualifications

1-3 years of work experience in any of the following categories: investment sales, commercial banks, asset management or commercial real estate investments, with a minimum of 1 year of real estate experience.
Bachelors degree from a top-tier college or university with a strong record of academic achievement.
Strong financial and analytical skills with advanced proficiency in Excel and a strong understanding of real estate investment metrics. Experience modeling joint ventures and distribution waterfalls a plus.
Strong verbal and written communication skills, including a high standard of professionalism and responsiveness with both internal and external stakeholders.
Ability to work independently and as part of a team with exceptional organizational skills and a strong proficiency with multi-tasking and meeting deadlines in a demanding, fast paced work environment.
Solid leadership capabilities with an enthusiastic attitude and confident personality.
Critical thinking with a detail-oriented and creative problem-solving approach.
Possesses a strong work ethic, integrity, honesty, and drive.
Candidate must be authorized to work in the United States without requiring sponsorship.

Compensation & Benefits

Cullinan Properties compensation will be commensurate with the market.
Salary: $60,000 $80,000 per year, based on experience and qualifications.

As a team member at Cullinan Properties, you will enjoy:
Comprehensive benefits package, including health, vision, dental and life insurance
401(k) plan with Company Match
Career Advancement and Bonus Opportunities
Paid Time Off (PTO) and Holidays
Employee Wellness Programs
Generous Maternity & Parental Leave Policies

Start a lasting career with Cullinan Properties today!

Cullinan Properties is certified as a Womens Business Enterprise through the Womens Business Enterprise National Council (WBENC)

Cullinan Properties is an Equal Opportunity Employer.

For further information, please visit

• Prepare and maintain an annual budget
• Log donations and manage records online in The LIST
• Monitor "declined" donations on The LIST and contact those who had declined donations
• Send thank-you notes and log sent date in The LIST
• Oversee payment requests submitted on behalf of the program and respond promptly with any adjustments needed to the request
• Oversee and approve expense card purchases as the Expense Admin, ensuring the appropriate fund and budget line was selected for each transaction
• Review monthly financial reports for accuracy and alignment with the program budget
• Attend regular board meetings and give a financial update based on an assessment of the program's most recent financial report in relation to the planned budget
• Use Google Workspace apps such as Gmail, Drive, Meet, Calendar, Sheets and Docs
• Use a variety of websites keeping records and logging hours worked
• Lead the processes for collection and record-keeping of donations for fundraising events
• Promote and communicate LifeWise's religious mission in all duties and interactions, ensuring alignment with the organization's core values and beliefs

• A mature personal Christian faith in agreement with the "What We Believe" section of the LifeWise Academy Statement of Faith
• Active membership in a church in which teaching aligns with the "What We Believe" section of the LifeWise Academy Statement of Faith

• Retirement plan, including employer match

• Prepare and maintain an annual budget
• Log donations and manage records online in The LIST
• Monitor "declined" donations on The LIST and contact those who had declined donations
• Send thank-you notes and log sent date in The LIST
• Oversee payment requests submitted on behalf of the program and respond promptly with any adjustments needed to the request
• Oversee and approve expense card purchases as the Expense Admin, ensuring the appropriate fund and budget line was selected for each transaction
• Review monthly financial reports for accuracy and alignment with the program budget
• Attend regular board meetings and give a financial update based on an assessment of the program's most recent financial report in relation to the planned budget
• Use Google Workspace apps such as Gmail, Drive, Meet, Calendar, Sheets and Docs
• Use a variety of websites keeping records and logging hours worked
• Lead the processes for collection and record-keeping of donations for fundraising events
• Promote and communicate LifeWise's religious mission in all duties and interactions, ensuring alignment with the organization's core values and beliefs

• A mature personal Christian faith consistent with the LifeWise Academy Statement of Faith
• Active membership in a church in which teaching aligns with the LifeWise Academy Statement of Faith

• Retirement plan, including employer match

• Prepare and maintain an annual budget
• Log donations and manage records online in The LIST
• Monitor "declined" donations on The LIST and contact those who had declined donations
• Send thank-you notes and log sent date in The LIST
• Oversee payment requests submitted on behalf of the program and respond promptly with any adjustments needed to the request
• Oversee and approve expense card purchases as the Expense Admin, ensuring the appropriate fund and budget line was selected for each transaction
• Review monthly financial reports for accuracy and alignment with the program budget
• Attend regular board meetings and give a financial update based on an assessment of the program's most recent financial report in relation to the planned budget
• Use Google Workspace apps such as Gmail, Drive, Meet, Calendar, Sheets and Docs
• Use a variety of websites keeping records and logging hours worked
• Lead the processes for collection and record-keeping of donations for fundraising events
• Promote and communicate LifeWise's religious mission in all duties and interactions, ensuring alignment with the organization's core values and beliefs

• A mature personal Christian faith in agreement with the "What We Believe" section of the LifeWise Academy Statement of Faith
• Active membership in a church in which teaching aligns with the "What We Believe" section of the LifeWise Academy Statement of Faith

• Retirement plan, including employer match