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Financial Services Analyst, Financial Services - Sales Assistant
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Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, on your side goes beyond just words. Our customers are at the center of everything we do and were looking for associates who are passionate about delivering extraordinary care.
Sales Assistant
This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business.
Key Responsibilities
- Provides support for customers by handling inquiries via calls/emails/chats, and demonstrates knowledge, understanding and experience to handle volume of internal and or external customer inquiries may include escalations
- Resolves complex questions/concerns and refer other inquiries to appropriate areas as needed
- Project Management: To initiate, execute, communicate and document projects as needed
- May act as a liaison to other departments where follow-up will be required to meet customers needs
- Assists in identifying process improvement opportunities
- Engages, inspires, educates and mentors, new hires and incumbents
- Collaborates with other areas to identify, analyze, and improve processes
- Inputs and tracks into the appropriate databases
This job does not have supervisory duties.
Education And Experience
- High School Diploma or GED (Preferred)
- 0-2 years experience (Preferred)
- In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
- Property & Casualty License (Preferred)
- SIE Exam and Series 6 and 63 Licenses (Preferred)
- Advanced product knowledge and insurance regulations knowledge
- Excellent working knowledge of Allstate s systems required to perform the role
- Ability to sell and service policies (based on requirements of the department)
- Ability to diffuse customers and agents
- Excellent working knowledge of billing concepts and Allstate s billing systems
- Effective oral and written communication skills
- Intermediate problem-solving skills
- Ability to adjust schedule according to business need
Job Description Summary
Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!
As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments. Well count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.
Job Description
Key Responsibilities:
- Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
- Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
- Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.
- Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
- Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
- Conducts follow up calls to service issues and questions, de-escalating complex customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and when and how to route those inquiries to the properly-registered representative.
- Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional information when necessary.
- Compiles management information such as contract and sold case activity as needed by internal management.
- Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records.Approves and processes business according to government regulations, contract provisions and internal procedures and controls.
- Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs.
- Helps with research for written responses to Nationwide formal complaints.
- Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices
Reporting Relationships: Reports to Operations Division Manager or Unit Manager.
Typical Skills And Experiences
Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.
Experience: Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required.
Knowledge, Abilities and Skills: Knowledge of Nationwide's suite of financial products. Excellent verbal and written communications skills in order to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, independently manage work and establish priorities that conform to time, service and quality standards. Strong team-building and collaboration skills.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring managers leader and Human Resources Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions
Overtime Eligibility: Non Exempt (Eligible)
Working Conditions: Normal office environment.
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
Note To Employment Agencies
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Insurance
Referrals increase your chances of interviewing at Nationwide by 2x
Investment Planning Manager/Senior Manager Senior Finance Analyst (FP&A / G&A) - REMOTECaldwell, ID $77,969 - $41,371 3 hours ago
Senior Financial Analyst FP&A Productivity & Metrics Senior Associate, Negotiations & Deal ModelingBoise Metropolitan Area 122,500 - 192,500 2 weeks ago
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#J-18808-LjbffrFinancial Services Representative
Posted 16 days ago
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Job Description
Financial Services Representative
Repost Job Date: 3/6/2025 6:02:52 PM
Location: PORTLAND, OR, 97223
Salary: $55000.0 - $000.0/year
Experience: 1 Year(s)
Benefits:
- Base Salary plus Commission
- SIMPLE IRA retirement match up to 3%
- PTO: 3 weeks every year with unlimited carryover
- 2k raise to base salary every 4-6 months for meeting a high level of production
- Valuable experience
- Health insurance
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals
- Work leads, conduct appointments, identify customer needs, and market appropriate products and services. Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses
- - if not, I can help you obtain these)
- Conduct financial reviews and recommend appropriate products.
QUALIFICATIONS:
- Bachelor's degree in finance, economics, accounting, or a related field preferred.
- Must be able to obtain relevant licenses.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication & interpersonal skills.
- Successful track record of meeting sales goals/quotas preferred.
- FINRA Series 6, 63 and 65 licenses preferred.
If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.
PM24
PIcbe39e2d4361-34600-36893171
Financial Services Professional
Posted 1 day ago
Job Viewed
Job Description
Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.
Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions
As a Bankers Life Financial Services Professional Expect To:
- Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
- Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.
- Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
- Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives.
How Bankers Life will provide support:
- Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.
- Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
- Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
- Advancement Opportunities - Benefit-eligible management positions within local branch structure.
What makes a great Financial Services Professional?
- Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.
- Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
- Sociable - Strong relationship building and communication skills will bond you with clients and colleagues.
- Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others.
The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!
About us:
With a rich history dating back to 1879, Bankers Life has grown from our founder’s simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.
Compensation & Benefits:
- Commission structure designed to grow with you
- Renewable income and Bonus programs
- Fully paid insurance licensing study course, SIE, Series 6, Series 63, CFP®, and more
- Retirement Savings Program
Financial Services Professional
Posted 1 day ago
Job Viewed
Job Description
Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.
Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions
As a Bankers Life Financial Services Professional Expect To:
- Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
- Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.
- Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
- Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives.
How Bankers Life will provide support:
- Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.
- Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
- Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
- Advancement Opportunities - Benefit-eligible management positions within local branch structure.
What makes a great Financial Services Professional?
- Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.
- Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
- Sociable - Strong relationship building and communication skills will bond you with clients and colleagues.
- Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others.
The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!
About us:
With a rich history dating back to 1879, Bankers Life has grown from our founder’s simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.
Compensation & Benefits:
- Commission structure designed to grow with you
- Renewable income and Bonus programs
- Fully paid insurance licensing study course, SIE, Series 6, Series 63, CFP®, and more
- Retirement Savings Program
Financial Services Professional
Posted 2 days ago
Job Viewed
Job Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people's lives. Through the comprehensive array of financial products and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A+), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as of 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see
Responsibilities
•Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
•Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
•Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
•Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
•Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
Qualifications
•Must possess uncompromising integrity and the ability to communicate complex ideas
•Must have effective relationship management skills
•Must have the ability to successfully network and prospect for new clients
Financial Services Representative
Posted 5 days ago
Job Viewed
Job Description
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $19
What you'll do:
- Guide customers toward upward credit mobility through good financial choices.
- Provide top-tier customer service, assisting customers with questions, concerns, and products.
- Process and prepare loan applications.
- Take and process payments.
- Prepare loan documents and execute loan closing on current renewal loans.
- Balance assigned cash drawer daily.
- Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
- Maintain strong customer relationships and build community within your branch.
- Other duties include but are not limited to:
- Call approved and unmade applications to close loans daily.
- Help build tax clientele and provide tax services.
- Send complete and accurate credit denial letters within 30 days from the date of application.
- Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
- Must be able to demonstrate self-confidence and organizational skills.
- A history of choosing kindness, showing compassion, and helping others.
- The willingness to seek quality-driven solutions and embrace new ideas.
- Absolute team player - pitching in when needed and accepting help, too.
- To perform this job successfully, an employee must have basic computer skills.
- A valid driver's license & access to a dependable vehicle.
Why World?
- We hire from within: we want to see you grow and climb in this company.
- Each year, we promote 80% of Financial Services Reps to management.
- 75% of World's Operations Executives moved up from a similar role.
- We pay you to give back: employees get paid volunteer hours each year.
- Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
- Paid holidays, vacation time, and a 401(k) plan (including company match).
- Be part of a team with clear values, strong community, and a sense of belonging.
- We'll get you home for dinner: your life outside of work is priority #1
- You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Financial Services Attorney
Posted 5 days ago
Job Viewed
Job Description
Position Overview
We are seeking a skilled Financial Services Litigation Attorney to join our dynamic legal team. The ideal candidate will have a strong background in litigating cases from inception to completion. You will be responsible for representing clients in various legal matters related to financial services. This role requires a strategic thinker with excellent negotiation skills and the ability to effectively manage complex cases.
Key Responsibilities
- Represent clients in litigation proceedings (inception through case completion)
- Draft, review, and negotiate legal documents
- Conduct thorough legal research and case analysis
- Prepare for trials and hearings, including evidence presentation
- Manage case files and ensure compliance with legal procedures
- Advise clients on regulatory issues and risk management strategies
- Engage in alternative dispute resolution processes when applicable
- Collaborate with other legal professionals to develop case strategies
- Assist in document review and case management tasks
Qualifications
- Jurisdictional admission to practice law
- J.D. from an accredited law school
- Minimum of 5 years of experience in financial services litigation
- Strong understanding of financial regulations and compliance issues (FCBA, AML, TCPA, EFTA, FDCPA, AML, etc.)
- Proficiency in legal writing and trial preparation
- Excellent negotiation skills and client representation experience
- Ability to manage multiple cases and meet deadlines
- Familiarity with arbitration and alternative dispute resolution processes
- Strong analytical skills and attention to detail
Benefits
- $175K-$250k (Depending on experience)
- Vacation/PTO
- Medical Coverage (PPO & HDHP)
- Dental Coverage
- Vision Coverage
- 401k + Profit share
- Bonus- Based on position, performance, company performance
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Cashier - Financial Services
Posted 2 days ago
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Job Description
Founded in 1921, Straub Benioff Medical Center includes a 159-bed hospital in Honolulu, a network of neighborhood clinics and a visiting specialist program that reaches throughout the state of Hawai'i. With over 200 physicians who are leaders in their fields, Straub provides its patients with diagnoses and treatments for more than 32 different medical specialties, including bone and joint, heart, cancer, endocrinology/diabetes, family medicine, gastroenterology, geriatric medicine, internal medicine, vascular and urology. Straub is home to the Pacific Region's only multidisciplinary burn treatment center. The hospital consistently brings new technologies and innovative medical practices to Hawai'i, such as minimally invasive cardiac surgery and total joint replacement. Our Financial Services department is dedicated to ensuring that patients can receive the highest quality health care available, given a diversity of abilities to pay. Financial assistance is available for those individuals who are uninsured or underinsured or who are experiencing financial hardship, because we believe that a person's inability to pay should not prevent them from receiving necessary health care. Our team of professionals helps to coordinate patient financial responsibilities from pre-admission through discharge, including the identification and organization of financial resources required to cover estimated charges not covered by health plan, insurance or other sources. If you have friendly people skills and accurate organizational ability, you could be a valuable part of our Central Cashiers team. The Cashier collects and processes monies for the Points of Service, patients' accounts and other miscellaneous payments; initiates revenue reports for the Points of Service, Pharmacy and Cashiers departments; and maintains exceptional fiscal organization and reporting. We are looking for someone diligent and helpful who pays strong attention to detail, can work effectively with minimal supervision and shares our commitment to delivering the highest quality health care to Hawai'i's people. Location: Straub Benioff Medical Center
Work Schedule: Day - 8 Hours
Work Type: Full Time Regular
FTE: 1.000
Bargaining Unit: Non-Bargaining
Exempt: No
Minimum Qualifications: High school or equivalent.
Preferred Qualifications: Previous cashiering experience.
Hawai'i Pacific Health offers a comprehensive and competitive total rewards package that includes pay and benefits. Rate of pay for selected candidates will be determined by various factors including knowledge, skills, abilities, relevant experience and training, as well as internal peer equity.
Accountant-Financial Services
Posted 2 days ago
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Job Description
Accountant-Financial Services page is loaded
Accountant-Financial Services Apply locations Monterey, CA time type Full time posted on Posted 30+ Days Ago job requisition id 2025-702Welcome to Montage Healths application process!
Job Description:
Under the leadership of the Controller, the Accountant performs all accounting duties including account reconciliations, journal entries, account analysis, banking functions, asset and/or activity accounting for Aspire Health Plan. This individual is responsible for the preparation of financial statements with associated detailed analysis. Assists in financial activities including creation of banking relationships, accounting design/structure and related activities with contracted entities. Works with operational leadership to develop the annual budget. Takes lead role in tax and audit functions for entity. Also responsible for designated regulatory reporting that is financial in nature. Works closely with the Aspire Senior Financial Analyst and Aspire Compliance Officer to ensure financial regulatory requirements are met. Additional duties within Financial Services may be assigned as time allows.
Experience
A minimum of two (2) years of relevant accounting experience (in terms of size & scope). Experience at reading, interpreting and implementing accounting guidance required. Strong computer skills and system management experience. Proven ability to manage multiple priorities, show an attention to detail and meet stringent deadlines.
Education
A Bachelors degree in Accounting is required.
Equal Opportunity Employer
Salary Range (based on years of applicable experience)
$79,227 to $05,995
#LI-RL1
Assigned Work Hours:
Full-time (exempt)
Position Type:
RegularPay Range (based on years of applicable experience):
38.09to
50.94 About UsMontage Health, a nonprofit company, is a collection a montage of entities designed to keep people healthy and connected. Preventive, restorative, palliative, and coordinated care. Many parts operating with a single, shared vision.
#J-18808-LjbffrAccountant - Financial Services
Posted 8 days ago
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Job Description
Join to apply for the Accountant - Financial Services role at A Hiring Company
Henry Ford College presents an opportunity for an Accountant.
The HFC Grant accountant role is responsible for accounting control over the College (Ellucian) and Foundation (Blackbaud) financial systems. The accountant ensures all financial records are accurate and follow GAAP (Generally Accepted Accounting Principles). Responsibilities include managing the full accounting cycle, preparing and examining financial records, identifying risks, and preparing worksheets and journals for audits. This posting is for one of four accountants reporting to the Director of Financial Accounting.
Hours: 40 hours/week, generally 8:00 a.m. to 4:30 p.m. M-F. Some evenings and weekends may be required. Hybrid work arrangements may be available, as determined by the division Vice President. Schedule changes will be finalized at hire and may vary based on departmental needs and College operations.
- Bachelor's degree in accounting or business administration with a major in accounting from a regionally accredited institution, or equivalent education and experience.
- Seven (7) years experience in public or private sector accounting.
- In-depth knowledge of finance/accounting processes, reporting systems, and management information technology, including proficiency with business software.
- High professional integrity, collaborative management style, and ability to foster a positive work environment.
- Excellent interpersonal, communication, and technological skills, with a willingness to learn new systems.
- Ability to work effectively in a multicultural environment and with community college stakeholders.
- Customer Service: Ability to assess needs, provide assistance, and ensure quality service.
- Building Cooperative Teams: Fostering trust and collaboration among team members.
- Flexibility: Adaptability to changing conditions and information.
- Knowledge of College/Foundation policies and procedures.
- Experience with Ellucian Colleague and Blackbaud systems.
- Experience with federal and grant reporting requirements.
- Principles of financial management, problem-solving, internal controls, and accounting operations.
- Attention to detail, dependability, self-management, and punctuality.
- Manage grant, sponsor, and project financial activities, including reporting, reconciliation, and compliance.
- Oversee Third Party Purchasing Card and ePayable programs.
- Manage Foundation financial activities, including journal entries, deposits, and project setup.
- Handle Accounts Receivable, cash management, and financial statement preparation.
Compensation: $49,020 - $60,214 annually
Position Details:- Seniority Level: Entry level
- Employment Type: Full-time
- Job Function: Accounting/Auditing and Finance
- Industry: Business Content
This job posting is active. Apply now to join our team.
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