Financial Services Vice President of Sales
Finance Leader Job 27 miles from Tarpon Springs
Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.
The Opportunity:
You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Tampa, FL.
The Day-to-Day:
Be the voice of Fisher Investments to prospective clients
Review prospects' personal financial situation and provide solutions
Educate prospective clients on the competitive landscape
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
No travel required as this position is focused on phone-based sales or virtual connections
Your Qualifications:
2+ years experience working in financial services
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
Multi-year track record of success driving results
Success persuading and educating prospects
Compensation:
This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Director of Finance And Accounting
Finance Leader Job 23 miles from Tarpon Springs
Director of Accounting and Financial Reporting
Salary: $175k + $30-40k bonus (open to discussion)
A leading specialty insurance distribution business operating through managing general agents (MGAs), underwriters, and brokers. The company specializes in various insurance lines, including accident and health, specialty commercial auto, marine and international risk, and professional liability. Recent expansion efforts have strengthened its underwriting capabilities across multiple markets.
Job Summary:
Responsible for financial reporting under US GAAP, including ASC 606 revenue recognition. Key responsibilities include preparing and reviewing financial statements, overseeing financial reporting for SEC filings and internal use, supporting budgeting and forecasting, and ensuring strong internal controls. This role also involves working closely with corporate accounting, identifying process improvements, and leveraging technology for efficiency.
Key Responsibilities:
Accounting & Reporting:
Manage month/quarter-end close, including journal entries, allocations, and reconciliations.
Oversee ASC 606 revenue recognition and trust reconciliations.
Prepare/review financial statements, flash reports, and SEC filings.
Develop and implement accounting policies in alignment with corporate standards.
Cash Management & Treasury:
Monitor bank activity, manage cash flow, and oversee trust account revenue recognition.
Approve treasury transactions for brokers/carriers.
Budgeting & Forecasting:
Assist in annual budget preparation and budget vs. actual analysis.
Work with FP&A to develop KPIs and manage expenses.
Other Responsibilities:
Supervise accounting teams and streamline reporting processes.
Collaborate with internal/external auditors and corporate finance.
Support technology initiatives to improve efficiency.
Contribute to board materials and special projects.
Qualifications:
Bachelor's degree in Accounting/Finance; CPA preferred.
8-10 years of experience in accounting/financial reporting (insurance/MGA experience a plus).
Strong knowledge of US GAAP, ASC 606, and public company operations.
Excellent problem-solving and communication skills.
Experience with Microsoft Office, Workday, Power BI, and financial systems preferred.
If this role sounds interesting or you have any questions about the position or company, please get in touch directly and we can set up a time to speak
Assistant Director of Finance
Finance Leader Job 27 miles from Tarpon Springs
Assistant Director of Finance - Wesley Chapel, FL - Up to $115k
Our client is a nationwide hospitality group managing hotels across the country. We are assisting them in recruiting an Assistant Director of Finance to join one of their properties in Florida. This is an exciting opportunity to become part of a growing organization and a dynamic, collaborative finance team.
The Role
The Assistant Director of Finance oversees comprehensive financial operations for multiple HOAs, including budgeting, forecasting, and ensuring compliance with regulations. They manage accounting functions, prepare detailed financial reports, and coordinate audits to maintain transparency and accuracy. Additionally, this role involves mentoring accounting staff, managing vendor contracts, and optimizing technology to enhance financial processes.
What they are looking for:
Proven accounting management experience, preferably within HOAs, property management, or real estate, with demonstrated expertise in financial management and reporting.
or CMA certification is strongly preferred, along with a deep understanding of budgeting, assessments, reserve funds, and HOA financial management.
Advanced proficiency in accounting software and the Microsoft Office Suite, combined with strong analytical and organizational skills to handle complex financial operations effectively.
Excellent interpersonal and presentation skills, with the ability to engage HOA boards and stakeholders effectively, as well as familiarity with HOA laws, regulations, and governing documents.
If you are keen to discuss the details further, please apply today or send your cv to Nas at COREcruitment dot com
Due to the volume of application, we may not be able to provide feedback to all applicants. If you haven't heard from us within 2 weeks, please consider your application unsuccessful. Nevertheless, feel free to reach out!
Regulatory Reporting Manager
Finance Leader Job 23 miles from Tarpon Springs
In this role, you're expected to:
Lead the Review & Challenge of the Transaction Testing exceptions identified by the Internal Audit, Quality Assurance, and Risk teams to ensure that the Transaction Testing results are accurate. This includes challenging the validity of the exceptions, identifying approximate root cause and sizing of the issue theme.
Perform assessments of identified data and control issues to determine impact to our US Bank Regulatory Reports, thru application of Regulatory Reporting expertise.
Support the production, review and timely submission of regulatory filings and reports to U.S. regulators including reports such as FR Y-9C, Call Report, FFIEC 009, FR Y-15 and others.
Monitor and manage key metrics associated with reports to identify challenges and issues. Support the implementation of processes and controls to mitigate the risk of inaccurate reporting. Collaborate with teams to resolve discrepancies.
Manage process improvement efforts to enhance the accuracy, efficiency, and transparency of the regulatory reporting process.
Support regulatory inquiries and examinations, providing accurate information and analysis to support regulatory reviews.
Partner with senior stakeholders across the firm, including Risk, Finance, Audit to provide updates on regulatory developments and impact assessments.
Partner with Risk & Controls team to maintain and enhance an effective internal control's structure.
As a successful candidate, you'd ideally have the following skills and exposure:
10+ years of extensive experience within the financial services industry and regulatory reporting.
In-depth knowledge of U.S. regulatory reports such as those mentioned above along with exposure to Basel III capital regulations, GAAP/SEC Reporting and stress testing frameworks like CCAR.
Able to navigate through a large organization to streamline and summarize multiple information points and create repeatable processes to build consistency in presenting information.
Exceptional oral and written communication skills, with ability to synthesize complex concepts, and influence change.
Strong technical problem-solving skills and an ability to identify conflicts, discrepancies and other issues and bring together the right team to solution them.
Strategic mindset, ability to plan ahead to future possibilities and translate them into breakthrough strategies.
Ability to manage competing priorities and tasks in a complex and dynamic and work well as part of a team.
Education:
Bachelor's/University degree in Finance, Accounting or related field; CPA or MBA preferred.
Financial Project Manager (Locals, W2 only)
Finance Leader Job 23 miles from Tarpon Springs
Job Title: Financial Project Manager
Duration: 12 months contract with potential extension for longer term
PM Manager with Strong Financial leadership skills
Responsibilities:
Extensive Financials and Headcount Management support of business
Executive Management reporting of business intelligence and other key Investments initiatives
Design and provide day-to-day support to management in the form of ad hoc analysis as needed
Drive administrative, operational, financial reporting and quality improvements through partnership with internal team leads and senior management
Producing high quality materials for senior management consumption
Communication of status, issue, and risk disposition to all stakeholders, including senior management, in a timely manner.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Client, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Execute and coordinate the budgetary process with individual sponsors and delivery managers to fulfill the overall delivery commitments
Drive administrative, operational, reporting and quality improvements through partnership with internal teams
Responsible for all cross-product regulatory and administrative duties in conjunction with the team, including financial, staffing, quality, risk and regulatory matters
Understanding of financial products, markets, and how technology drives business outcomes
Leveraging data analytics to guide strategy and measure success
Navigating challenges among cross-functional teams
Strong Project Management Skills
Promoting Agile methodologies for faster delivery and adaptability
Qualifications:
10-15 years relevant experience
Strong leadership in project management and strategic analysis experience
Extensive experience in the financial services industry, in particular in the areas of technology and data mining.
FP&A experience preferred
Excellent influencing, facilitation, and partnering skills with key stakeholders and Senior Management.
Proven ability to lead in high-pressure, time-sensitive environments
Director of Finance
Finance Leader Job 23 miles from Tarpon Springs
Job Title: Director of Finance
This role will provide financial leadership to maintain the financial control environment, drive performance and optimize profitability for the Tampa operations as well as being the business partner for the VP of A&D Tampa. This position will lead a finance and accounting team consisting of 2-3 direct reports. Key responsibilities will include oversight of the month-end close, financial planning and analysis, POC (ASC 606) accounting, financial reporting, SOX compliance, forecasting, operational planning, preparation of annual operating budgets, cash flow improvement, KPI tracking, audit support (external and internal), as well as special projects as directed by the VP of Finance.
Principal Activities
Financial stewardship: Maintain the integrity of the accounting and financial books of record and maintain a proper control environment over company assets and expenditures. Oversee the month-end close, ensuring all journal entries and accruals are properly recorded in accordance with US GAAP and company policy.
Internal Control: Overall site responsibility for maintaining control environment in accordance with Sarbanes-Oxley requirements. Supports requests from external and internal auditors as required.
Team Leadership: Change agent, mentor, coach, develop, and assist site finance & accounting team members to effectively perform assigned duties. Foster a learning culture within the team, promoting knowledge sharing and continuous professional development.
Cost Accounting: Oversight of Cost Accounting function to ensure integrity of product costing and estimates at completion (EAC) for POC accounting.
Planning and Forecasting: Lead the preparation of the annual operating budget and monthly forecasts (P&L, Balance Sheet, Cash Flows).
Reporting and Analysis: Prepare and analyze performance reports, financial statements and operational metrics. Present and effectively communicate performance results to local and AFS Group management teams to facilitate a clear understanding of key performance indicators and provide insight into cost drivers.
Capital investment: Lead annual capital budgeting process. Prepare financial evaluation of capital investments (PP&E). Ensure proper capital / expense recording. Analyze and track expenditures and provide variance analysis.
Financial Projects: Provide financial leadership for activities involving Sales and Operations. Examples include make vs. buy studies, product line P&Ls, operations restructuring, distribution and pricing analyses and activity-based costing.
Cash Flow: Lead efforts to improve cash flow through coordination with Financial Shared Services (receivables and payables) and Tampa operations (inventories).
Productivity / Process Improvement: Using Lean tools, drive improvements in financial processes, including automation of manual activities, improvements in the quality and consistency of data and analysis, and elimination of non-value-added work. Identify cost reduction or efficiency opportunities and lead related cross functional projects, Kaizen activities, or other initiatives as required.
Initiatives: Provide financial support to drive key site improvement initiatives including, but not limited to, project accounting, pricing controls, product line reporting, SKU margin improvement and cost reduction programs.
Cross Functional Leadership: Serve as financial leader for financial activities supporting P&L Leader of -Tampa A&D including, but not limited to, reporting of Tampa financial results, coordination of SIOP process and SKU rationalization.
Requirements
CANDIDATE REQUIREMENTS
Knowledge Skills & Abilities
Large, multinational corporate experience in the area of manufacturing a plus.
Experience leading finance / accounting teams
Manufacturing experience strongly preferred
Undergraduate degree in accounting or finance or equivalent experience
Knowledge in accounting, FP&A and audit
Knowledge of Governmental Accounting and Percentage of Completion (POC) Accounting (ASC 606).
US GAAP experience and understanding
Strong analytical capability to identify operational problems, analyze variances from planned results and develop timely action plans to achieve operating goals
Ability to influence and persuade business leaders
Experience with Sarbanes-Oxley Act Section 404 compliance
Advanced skills in MS Excel and MS PowerPoint
Experience with SAP BPC and/or Hyperion
Education & Experience
B.S. in Accounting, Finance and/or equivalent business degree.
MBA or CPA preferred
10-15 years of professional experience with an emphasis on financial analysis, consolidations and technical accounting.
Director of Finance
Finance Leader Job 49 miles from Tarpon Springs
The Director of Finance Treatt North America will partner the NA General Manager in executing the regional strategy, providing data to the local leadership team to support decision-making and be accountable for the delivery of the annual profit target. This role will work closely with the Finance Director for Europe as well as the Group Financial Controller to ensure overall Group performance is achieved. This role will be responsible for the NA budget and quarterly forecasts, supporting the commercial team to deliver sales targets and with a strong focus on cost control and inventory risk mitigation.
DUTIES & RESPONSIBILITIES:
Develop and implement financial strategies aligned with business goals.
Provide financial insights and recommendations to senior management.
Lead financial planning, forecasting, and budgeting processes.
Monitor financial performance, identify risks, and recommend corrective actions.
Mentor and support the NA management accountant, ensuring the accurate and reliable reporting of cost base and maintaining cost disciplines that keep costs in line with expectations
Provide financial partnering to the Supply chain, Quality and Operations team
Monitor and mitigate inventory risk, working closely with the Operational teams
Provide day-to-day process support ensuring the data and accounting for business transactions are accurately recorded and reported
Track the utilization of manufacturing assets and recovery of direct overheads, ensuring the appropriate setting of recovery rates against operational activities
Promote cross-functional collaboration to align financial strategies with business goals.
Present financial reports to stakeholders, including the board of directors.
Prepare and present financial statements, reports, and analyses to business.
Develop key financial metrics and dashboards to monitor business performance.
Manage local interactions with financial auditors, in particular coordinating the year end stock check.
EDUCATIOIN & TRAINING:
Bachelor's degree in finance, Accounting, Economics, Business or related field.
Professional certification (e.g., CPA, CFA) or other equivalent preferred.
5+ years in a similar role in a flavor and fragrance company or closely related industry.
10+ years in a Finance, Cost Accounting role.
KNOWLEDGE & EXPERIENCE:
Must have strong understanding of accounting principles, proficient in financial reporting, budgeting cost analysis, inventory management, ERP systems and ability to interpret and influence based on production data.
Must be able to work in cross functional teams and manage expectations.
Ability to demonstrate strong financial stewardship by guiding teams toward responsible budgeting, cost control, and long-term financial health.
Effectively influences and instils sound financial practices across the organization, promoting fiscal responsibility and efficiency.
SKILLS & ABILITIES:
Technical:
Cost Analysis- Analyze cost drivers in operations to identify areas of cost control and reduction.
Inventory Management-Track and mange raw materials, finished good, and obsolescence inventory levels
Financial Strategy & Planning - Ability to develop and execute financial strategies aligned with business goals.
Budgeting & Forecasting - Expertise in managing budgets, financial projections, and cost control.
Cost Accounting & Margin Analysis - Understanding of production costs, pricing strategies, and profitability analysis in a food manufacturing setting.
Risk Management & Internal Controls - Ability to identify financial risks, implement controls, and ensure regulatory compliance.
Tax Planning & Regulatory Compliance - Understanding of tax laws, credits, and incentives applicable to food production businesses.
ERP Systems- Proficient in using Enterprise Resource Planning software to manage financial data and operations.
Leadership:
Strategic Thinking - Ability to align financial goals with overall business strategy for long-term growth.
Analytical & Problem-Solving Skills - Strong ability to interpret financial data, identify trends, and drive data-based decisions.
Decision-Making Under Pressure - Experience in making sound financial decisions in fast-paced, high-pressure environments.
M/F/D/V EOE DFWP SO
Polite Notice
We politely request that we are not contacted by any recruitment agencies. We have a preferred supplier list and high volumes of speculative calls from agencies negatively impact upon the efficiency of our business. Please help us to maintain the highest levels of customer service by respecting our wishes.
Business Risk Officer, Financial Services
Finance Leader Job 23 miles from Tarpon Springs
Bip.Monticello Consulting, a leading management consulting firm specializing in the global financial services sector, is on the lookout for a skilled and experienced Project Manager to enhance our team. We leverage a collaborative and entrepreneurial approach that drives not just the success of our firm, but also supports our employees as they achieve significant career milestones. As a Management Consultant at Bip.Monticello, you will be called upon to apply your analytical problem-solving, leadership, and communication skills to manage critical strategic initiatives for our clients.
In light of evolving regulatory landscapes, we are seeking full-time consultants who are business savvy and committed to delivering exceptional value for our financial services clients.
Job Description:
As a Business Risk Officer / Issues Management Support Analyst, you will play a pivotal role in designing, developing, and maintaining exemplary Compliance Issues Management programs, policies, and practices for the bank's Independent Compliance Risk Management (ICRM) function.
Responsibilities:
Develop, deliver, and uphold best-in-class Compliance Issues Management programs and practices in alignment with the bank's standards.
Collaborate with management to strengthen governance and facilitate the execution of the ICRM Issues Management Program.
Ensure the quality, completeness, and accuracy of the implementation of the Global Issues Management Policy, Standards, Procedures, and the ICRM Issues Management Procedure, as well as other internal processes.
Conduct comprehensive deep dives and analyses in the issues management arena to identify trends and insights.
Partner with control and process owners to determine root causes of issues, recommend holistic corrective actions, and provide robust oversight to ensure proper escalation in accordance with Issue Management and Escalation Policies.
Assist management in the review and challenge process within the Financial Lines of Business (FLUs) on the design and management of controls to mitigate risks, including implementation, operation, monitoring, and resolution of deficiencies.
Ensure that sufficient governance and training frameworks are established to support the Issues Management program effectively.
Champion the integration of issues management responsibilities and accountabilities across all areas of ICRM, including delivering training and exemplifying best practices.
Qualifications:
8+ years of relevant experience in risk management or compliance.
Advanced expertise in Issues Management and a comprehensive understanding of compliance laws, regulations, risks, and typologies.
Proven ability to communicate clearly and concisely, both in writing and verbally.
Exceptional analytical skills with a keen attention to detail and a proactive, self-starting attitude.
Highly motivated, innovative, adaptable, and able to thrive in a dynamic environment.
Strong organizational skills with the ability to collaborate effectively in team settings.
Excellent presentation skills, capable of articulating complex problems and solutions with clarity and precision.
Education:
Bachelor's degree required; Master's degree nice to have.
**Salary Range for role $70,000 - $90,000**
Take the Next Step - Join Us Today!
We are looking for leaders that will effectively drive the future success of both our firm and our clients as we continue up the steep trajectory of Bip.Monticello's growth story. The firm has been growing and with new practice areas and service offerings being rolled out over the next three years, we expect the growth and career opportunities for our consultants to be equally exciting. Bip.Monticello provides a competitive salary, bonus eligibility, health and dental & vision insurance, a 401K plan with match, along with paid time off benefits.
For more information about life at Bip.Monticello, visit *****************************
It is Bip.Monticello Consulting Group policy to provide equal employment opportunities to all individuals based on job-related qualifications and ability to perform a job, without regard to age, gender, gender identity, sexual orientation, race, color, religion, creed, national origin, disability, genetic information, veteran status, citizenship, or marital status, and to maintain a non-discriminatory environment free from intimidation, harassment or bias based upon these grounds.
ip.Monticello provides a reasonable range of compensation for our roles. Actual compensation is influenced by a wide array of factors including but not limited to skill set, education, level of experience, and knowledge
Interim Controller
Finance Leader Job 23 miles from Tarpon Springs
Key Responsibilities:
Oversee all aspects of financial management, including budgeting, forecasting, and financial reporting.
Manage all accounting operations, including Billing, A/R, A/P, GL, Cost Accounting, Inventory Accounting
First year audit prep/completion
Coordinate and direct the preparation of the budget and financial forecasts and report variances.
Prepare and publish timely monthly financial statements.
Ensure compliance with regulatory requirements and internal policies.
Collaborate with executive leadership to drive strategic initiatives and business transformation.
Manage relationships with investors, auditors, and other stakeholders.
Provide leadership and mentorship to the finance team.
Director of Finance
Finance Leader Job 13 miles from Tarpon Springs
At BayCare, we are proud to be one of the largest employers in the Tampa Bay area. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians. With the support of more than 30,000 team members, we promote a forward-thinking philosophy that's built on a foundation of trust, dignity, respect, responsibility and clinical excellence.
Summary:
The Director of Finance - Hospital Division oversees all financial activities for assigned hospitals.
Participates in and oversees the establishment and maintenance of the organization's accounting principles, practices and procedures for the maintenance of its fiscal records and the preparation of its financial reports.
Directs general accounting, cost accounting and budgetary control.
Appraises operating results in terms of costs, budgets, operating policies, trends and increased profit opportunities.
Minimum Qualifications:
Education:
Required - Bachelors - Finance; Or - Bachelors - Accounting; Or - Bachelors - Related Field;
Preferred - Masters - Finance; Or - Masters - Accounting; Or - Masters - Business Administration
Experience:
Required - Management experience
Required - Hospital related experience
Preferred Experience:
Financial and Operational experience within a hospital or health system
Experience working with specific healthcare product areas associated with service line development.
Benefits:
BayCare offers a competitive total reward package including benefits, paid time off, tuition reimbursement, 401k match and additional yearly contribution, yearly performance appraisals with merit increases, yearly team award bonus, community discounts and the chance to be part of an amazing team and a great place to work!
Financial Analyst
Finance Leader Job 23 miles from Tarpon Springs
We are looking to fill a Financial Analyst with a fast growing real estate company in Tampa. This position will work directly with Corporate FP&A team, responsible for financial modeling, budgeting, forecasting, monthly financial reporting & analysis, trend analysis and key performance indicators.
This role is hybrid, paying up to $85k plus 10% bonus
Candidates MUST be local to the Tampa Bay area, only local candidates will be considered.
Responsibilities includes:
Assist with developing financial models and present analytics to support management team
Conduct various industry and market analyses
Manage financial and operational ad-hoc reporting and analysis
Prepare and review financial variances between Actual/Budget/Forecast financial results
Provide support on the monthly close process, including review of variance analyses, key trends, and performance metrics
Lead the planning, coordination and consolidation of corporate budget/forecast as needed by the business
Continuously analyze revenue and expense drivers to incorporate trends into financial forecasts
Requirements:
Bachelors in Finance or business related degree
2+ years of FP&A experience
Power BI or Tableau required
Advanced Excel skills
Demonstrated capability delivering financial reporting models to various stakeholders
Excellent interpersonal and communication skills to effectively work with all levels within the Company, and the ability to explain financial concepts to non-finance personnel
Strong analytical and problem-solving abilities, including drawing connections between operational drivers and financial results
If you are interested in applying for this role, or any others Segrera Associates is recruiting on, please send your resume to: ******************
Financial Analyst
Finance Leader Job 13 miles from Tarpon Springs
NOT A CONSULTANT ROLE*
*MUST BE LOCATED IN THE TAMPA BAY AREA - 3 DAYS IN OFFICE/2 DAYS WORK FROM HOME*
At Melitta North America, Inc., we are passionate about crafting exceptional coffee experiences! As a leading player in the consumer-packaged goods (CPG) industry, we're dedicated to quality, innovation, and sustainability. Our mission is to deliver the finest coffee and coffee preparation products while fostering a dynamic workplace where creativity and excellence thrive.
Position Overview
We are seeking an experienced Financial Analyst to join our dynamic team and contribute to our continued success.
As a Financial Analyst at Melitta USA, you will play a key role in ensuring financial accuracy and providing insightful analysis to support the company's strategic goals. You will oversee fixed asset accounting, cost accounting, and financial analysis for our paper production facilities. Your expertise will also support the month-end closing activities and contribute to special projects aimed at enhancing business performance.
Key Responsibilities
Capex & Fixed Asset Management: Oversee the tracking of capital expenditures (Capex) requests and ensure the Fixed Asset register is maintained accurately.
Financial Analysis & Reporting: Analyze financial data, identify trends, and provide actionable insights and recommendations to senior management and key stakeholders.
Financial Modeling & Decision Support: Develop and maintain financial models, conduct scenario analysis, and provide strategic support for decision-making and business performance evaluation.
Costing & Product Analysis: Ensure accuracy in product costing and the bill of materials.
Month-End Close: Lead the monthly, quarterly, and year-end financial closing activities, ensuring the integrity of the General Ledger (G/L) and financial reports.
Reconciliations & Financial Health: Prepare monthly Balance Sheet account reconciliations, ensuring the financial statements accurately reflect the company's financial health.
Budgeting & Forecasting: Take the lead in financial planning, budgeting, and forecasting activities, including variance analysis and trend identification.
Project Leadership: Manage and execute ad-hoc financial projects and initiatives as directed by management.
Qualifications
Bachelor's degree in accounting, Finance, or a related field.
3-5 years of hands-on experience as a Financial Analyst or Senior Financial Analyst, with a proven track record in a similar role.
3-5 years of experience working with SAP S/4 Hana -
required
.
Strong Organizational Skills: Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment.
Communication Skills: Excellent verbal and written communication skills with the ability to explain complex financial data to a wide range of audiences.
Analytical Expertise: Ability to perform detailed financial analysis, recognize key trends, and present actionable insights to support business decisions.
Customer-Centric Approach: Strong focus on customer needs and the ability to collaborate in a team environment.
MS Office Expertise: Proficiency in MS Office applications, particularly advanced Excel skills, is a must.
Attention to Detail: Strong attention to detail with a structured thought process to ensure accuracy and clarity.
What We Offer
Competitive salary and bonus package
Comprehensive benefits package, including health, dental, vision insurance, and company sponsored life insurance
Generous paid time off and holiday benefits
Opportunities for professional growth and development
A dynamic work environment where your ideas and contributions are not only welcomed, but they are also valued!
Financial Business Analyst
Finance Leader Job 16 miles from Tarpon Springs
Think you have what it takes?
At Wendover, we bring a different mindset to the fine art space and that takes a unique blend of strong collaboration, technical proficiency, and comfort with data. Our Team fosters a constant and continuous growth environment by embracing a high impact, low ego approach to teamwork.
About Wendover Art Group:
Wendover Art Group is a privately-owned, domestic manufacturer of artwork serving the commercial, residential, and corporate markets. Founded on the Core Values of Honor, Excellence, Team and Smart with the aggressive goal to build the best art company in the world, Wendover Art Group's mission, to deliver superior value to its customers, drives the Company's strategy on all fronts. The Company has transformed from a highly concentrated wholesaler of reproduction art with only 3 customers to an industry leading, vertically integrated designer and manufacturer of artwork serving thousands of customers. Since 2005 the Company has grown revenue over 12x by establishing industry leading positions in the Residential Retail, Interior Design, Hospitality, Senior Living, Healthcare and Multi-family markets. Wendover's success in pioneering these industries can be attributed to a steadfast dedication to excellence in all things and attracting the best talent in the industry.
Ready to take the next step on your career journey?
Position Description
Wendover Art Group seeks an Analyst who has something to prove - and someone who wants to be a part of building the best art company in the world. A successful Analyst will embrace a growth mindset, maintain a low ego while driving high impact, support their team however possible and have the desire and ambition to learn leadership. Wendover is looking to hire analysts with finance, banking and analytical backgrounds who want to expand their skillset into operations and work with a diverse management team with expertise in business development, corporate strategy, product development and production, logistics, manufacturing, planning, purchasing and supply chain management. Wendover's objective and expectations are for Analyst's to develop well-rounded and fine-tuned business minds which will be deployed into a multitude of operating and strategic venues. The Analyst position at Wendover has been designed to act as a development program which enables a rapid transition into various areas of growth within the Company. This transition has been evidenced by the personal and professional development of multiple former Analysts.
This opportunity requires a commitment to continuous improvement and growth which can only be achieved through a willingness to embrace pushing oneself into constructive discomfort. The Analyst role requires a comparatively higher-level commitment and work ethic than a typical role as seen at most companies.
The Analyst plays a pivotal role within the day-to-day operations of the Company and directly impacts the financial and operational success of the business each day. Analysts are responsible for the project management and oversight of custom artwork packages for blue-chip, national accounts across all industries. The Analyst owns each project from purchase order to delivery and therefore must have a comprehensive understanding and willingness to learn the entire business. Analysts' also own the design, development, reporting and analysis of all business units. Through this reporting, Analyst's work directly with management to guide and inform strategic decisions that impact the entire Wendover ecosystem.
Key Responsibilities
Gather, interpret, and use complex data to develop actionable steps that will improve processes and optimize results
Finding patterns and trends in the analyzed data
Preparing and submitting recurring reports to the relevant Team Members and leaders, keeping them apprised of key data, trends, and findings
Assessing and developing procedural manuals for all departments, identifying improvement opportunities for more scalable, efficient, and effective operations
Develop ad hoc reports to support management decision making
Analyze market, product and customer opportunities and provide recommendations to CEO, and CFO
Support management and other teams draw business goals and needs
Comfort with ambiguity
Skills and Traits Necessary for Success
Data is key to making sound business decisions, and at Wendover, we are looking for team members who bring both technical proficiency and business acumen to the table. But being an Analyst is about more than numbers. Successful analysts display:
A track record of high achievement
Flexibility and resilience
A growth mindset and aspiration to lead
Strong communication skills (written and verbal)
Solid organization and intuitive prioritization skills
Comfort with ambiguity
What Else Do We Look For?
1-3 years of experience as a Financial Analyst, Financial Consultant, or related analyst role
Bachelor's degree or higher in business analysis, business administration, finance or related field (preference for quantitative backgrounds)
Proficiency in math, analytics, and/or statistics with the skill to translate complex information into clear, digestible, and understandable reports
In-depth understanding of organizational data flow and its use in management decision-making
Entrepreneurial and inquisitive mindset with a passion for doing things right all the time
Strong time management skills and ability to work under multiple competing deadlines
Ability to prioritize and manage a consistently heavy workload with precision
Meticulous attention to detail in report writing and presentations
Driven and competitive in spirit with a team first mentality
Advanced Microsoft Excel user (VBA and SQL are a plus)
Financial Analyst
Finance Leader Job 46 miles from Tarpon Springs
Job Responsibilities
Conduct in-depth financial analysis, including forecasting, budgeting, and variance analysis to support strategic decision-making.
Assist in annual budget preparation and regularly monitor budget adherence, identifying areas for cost optimization.
Develop financial models and forecasts to predict future financial performance and support business decisions.
Develop and maintain key performance indicators (KPIs) to assess the company's financial health and performance.
Analyze market trends, industry benchmarks, and competitive landscape to provide recommendations for strategic financial planning.
Evaluate potential investment opportunities, including mergers and acquisitions, and provide comprehensive financial models and projections.
Identify financial risks and recommend strategies for risk mitigation to safeguard the company's financial stability.
Prepare and present clear and concise financial reports to senior management, offering insights into financial trends and opportunities for improvement.
Collaborate with cross-functional teams to gather insights, support decision-making, and drive financial best practices across the organization.
Job Qualifications
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA preferred.
1 year minimum within the Healthcare Industry
Compensation
$75,000 - $85,000
Senior Consultant - REG REPORTING - FINANCE/ BANKING
Finance Leader Job 23 miles from Tarpon Springs
Senior Consultant- Compliance & Risk, Infosys Consulting
The Role - What You'll Do
We are hiring at all levels including Consultant/ Senior Consultant/ Principal - Compliance & Risk. You will be part of a cross-cultural global team working on a variety of business consulting engagements such as Risk & Finance digital transformation, regulatory change management.
You will take up a range of roles in the areas of process consulting, experience design, business analysis, applied AI, tech strategy, program and change management. You will analyze problems and come up with solutions, often creative and out-of-the-box, apply business consulting frameworks and methodologies to address business problems, collaborate with client stakeholders and be responsible for the delivery of business results to clients.
You will also lead / contribute to sales pursuits, consulting offerings and internal initiatives, and participate in a variety of Firm building events.
Basic Qualifications
MUST HAVE Hands-on experience in one or more regulatory requirements/reports - ESMA, FCA, EMIR, MIFID, CFTC, SEC
MUST HAVE Knowledge on the Capital Market products
MUST HAVE Experience with database, SQL querying and analysis, MongoDB, excel & PowerPoint
MUST HAVE 8+ years of experience, either in management consulting or directly at Banks, other Financial Services firms, and FinTechs, in a problem solving/ solution development role in the Compliance, Risk and Finance domains
Bachelor's degree or equivalent required
IF YOU ARE LACKING ANY OF THE AFOREMENTIONED REQUIREMENTS, YOU WILL NOT BE CONSIDERED FOR THIS ROLE. PLEASE ENSURE THAT THIS EXPERIENCE IS REFLECTED IN YOUR RESUME
Preferred Qualifications
MBA or equivalent advanced degree
Experience working on change initiatives in the Compliance & Risk space
Working knowledge of Design Thinking
Demonstrate thought leadership, ability to conceptualize and drive new solution / service offerings and take them to market
Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones when necessary.
The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email, or face to face. Travel may be required as per the job requirements.
Financial Analyst
Finance Leader Job 27 miles from Tarpon Springs
Summary/Objective:
The Financial Analyst is responsible for conducting quantitative analysis of financial information affecting the performance and productivity of Stinger. This role prepares financial reports, develops financial plans and reports for department leaders, evaluate expenditures and performs ad-hoc reporting for the accounting and finance department. Additionally, the role will focus heavily on financial systems management and continuous improvement in financial processes. This position reports to the Sr. Financial and Analysis Manager.
Key Responsibilities:
Prepare financial reports by downloading information from multiple sources and compile information into an informative and understandable spreadsheet.
Create and maintain monthly reports to compare and analyze actual results with budgets, forecasts, and previous results.
Recommend actions by analyzing and interpreting data and making comparative analyses.
Report on revenues and expenses for all product types and customer types and identify incremental business opportunities.
Prepare and analyze ad hoc operational and financial performance analysis.
Measure and report on programs to determine the overall productivity and profitability of the program.
Assist in the development of potential new financial application systems; as well as on-going management and troubleshooting of current applications.
Identify and mitigate financial risks; develop and execute projects aimed at improving financial information capabilities
Support FP&A process improvement projects including Budgeting & forecasting, reporting and other implementation projects
Deliver company-wide analysis and overviews for senior leaders, providing insights on business priorities and outlook
Effectively utilize existing financial systems to support deed dive analytics and results summarization in response to senior leadership needs
Requirements:
Knowledge of a variety of financial concepts, practices, and procedures
Must have excellent computer and technical skills, especially Excel, and proficiency using various software systems
Excellent written and verbal communication skills with strong personal image and poise
Strength in dealing with peer groups and senior executives
Demonstrated decision-making skills, with a proactive approach to problem-solving
Ability to take initiative, multi-task and work well under pressure
Aptitude for learning and applying new data and reporting tools and techniques
Require Education and Experience:
Bachelor's degree in Finance, Statistics, Business, or a related discipline.
MBA preferred
Minimum of 2 years of work experience in a similar finance or analytical role
Experience implementing or managing financial technology systems preferred
Proficiency with data analytics and visualization tools (Power BI, Tableau, SQL, or similar platforms) is preferred.
Supervisory Responsibility:
No direct supervisor responsibilities.
Environmental/Physical Requirements:
May sit or stand for long periods of time
Crouching, kneeling, standing, walking, pushing, and lifting on a daily basis
Operating computer, telephone, voicemail and other office equipment regularly
Must be able to lift up to 25lbs on a regular basis
FLSA Status: Exempt
Hours - Full Time: 9:00 a.m. - 6:00 p.m. (One hour lunch), Monday - Friday
Position Location: St. Petersburg, FL
Travel: No travel requirements
ADA/EEO: The employer will make reasonable accommodations in compliance with the American Disabilities Act of 1990. Stinger provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
Procurement Finance Analyst
Finance Leader Job 23 miles from Tarpon Springs
About Crown:
CROWN Cork & Seal USA, Inc., a wholly owned company of Crown Holdings, Inc. is a global leader in the design, manufacture, and sale of packaging products for consumer goods. At Crown, we are passionate about helping our customers build their brands and connect with consumers around the world. We do this by delivering innovative packaging that offers significant value for brand owners, retailers, and consumers alike. With operations in 40 countries employing over 26,000 people and net sales of nearly $13 billion, we are uniquely positioned to bring best practices in quality and manufacturing to our customers to drive their businesses locally and globally. Sustaining a leadership position requires us to build a team of highly talented, dedicated, and driven individuals.
Position Overview, Duties:
The Procurement Finance Analyst will perform administrative support tasks for all members of the Crown Finance Department located in Tampa, FL and Yardley, PA.
Responsibilities:
The Procurement Finance Analyst for Crown's Procurement Department:
Analyze price structures & RFQ's
Market analyst, supplier, and industry cost models
Maintenance and audit of procurement financial systems
Internal financial reporting for commodity spending
Budgeting, forecasting and variance analysis for commodity spending
Develop commodity expertise
Contract Management
Qualifications:
In addition to the qualifications and experience listed above, the ideal candidate will possess the following:
Bachelor's degree in accounting or business field
0 to 5 years of experience in Accounting, Sourcing, Sales, or Supply Chain in a manufacturing environment. Metal industry experience a plus!
Bi-Lingual in Spanish a plus
Proficient in Microsoft suite (Advanced Excel, Power BI, Teams, Power Point)
IBMi experience a plus
Excellent interpersonal skills
Ability to work independently or as part of a team is vital
Must be able to manage projects to completion and meet firm deadlines
Travel
This position provides a career track in multiple areas at Crown.
Personal Attributes:
Team Player
Solid written/verbal presentation skills
Technology savvy - exceptional Excel/PowerPoint/Word/SharePoint skills
Constant focus on improving processes and simplifying burden placed on business leaders
Deadline minded; results driven
Strong listening skills and ability to work with colleagues from Company locations around the world
Note:
This is an office-based position, and individuals are expected to be in the office daily. Crown offers a flexible work hour schedule.
Sr. Treasury Manager
Finance Leader Job 13 miles from Tarpon Springs
Find a career that MOVES you! PODS revolutionized the moving and storage industry 25 years ago. Our innovative approach of providing portable storage containers makes moving more efficient, convenient, and less stressful. We're not only pioneers of the industry, we're the leader, too. Under the direction of PODS' innovative leadership team, the company doubled in size in just two years, and we're not looking back!
Our people and service define our company, and we set goals for ourselves and each other to improve tomorrow over yesterday. We understand and appreciate the importance of being trustworthy, authentic, and welcoming as we provide our customers the best moving and storage experience. Join a team that offers you the chance to leave your mark, achieve your goals, and love what you do.
This role is required ONSITE at PODS corporate center in Clearwater, FL (Monday - Thursday, Friday Remote.) In-office presence is important for cultivating a collaborative and innovative work environment. When people are together in the same space, they are more likely to build relationships, share ideas, and solve problems together.
JOB SUMMARY
The Sr. Treasury Manager will be responsible to perform key Treasury related functions and activities including intercompany loan management, monthly cash, and debt reporting. The Treasury Manager will ensure that the treasury policies and procedures meet the Company's objectives, needs and regulatory body requirements. This includes preparing accurate cash flow forecasts, ensuing appropriate cash levels for pending Company transactions, managing intercompany accounting, and ensuring timely pay down of debt and credit facility.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Oversee global cash forecasting process and daily cash management.
Prepare required month end reporting for cash and debt as needed.
Assist in the preparation of board materials and operational reporting materials as needed monthly.
Ensure efficiency and optimization of the virtual card program.
Manage day to day relationships with our banking partners, including opening/closing new accounts, including management of the know-your-client (KYC) process, overseeing the update of signature cards, requesting/implementing new services, and issuing of letters of credit
Manage intercompany cash transfers including ensuring efficient movement of cash to minimize the impact of cross border taxes
Prepare monthly accruals for third party debt, track and manage debt payments and reporting schedules.
Serve as the lead/ main contact on audit requests including global bank and debt confirmations, letter of credit tracking and footnote disclosures.
Assist with technical banking implementations for payment files and other automated processes.
Prepare required schedules for month end reporting and budget/ forecasting.
Assist with acquisition diligence and integration as needed.
Work with cross-functional teams including Tax and Financial Planning & Analysis and Accounting to support both broad corporate initiatives and Treasury specific initiatives.
Interact with external banks and internal business departments with respect to service quality and process issues. Coordinate researching of incoming payment details on as need basis.
Oversee Treasury Accountant, act a coach and mentor, provide learning and development opportunities.
Works closely with the Accounts Payable department to ensure payments are processed in a timely manner.
Ensure the timely approval on weekly check runs and monitor the Positive Pay Process.
Maintaining the Corporate Credit Card Program
Maintain intercompany loan agreements and review intercompany relationships to determine when new intercompany loan agreements are needed.
Manage the abandoned property process.
MANAGEMENT & SUPERVISORY RESPONSIBILTIES
Typically reports to Management. Direct supervisor job title(s) typically include: Chief Financial Officer
Job is NOT directly responsible for managing other employees (e.g., hiring/termination and/or pay decisions, performance management)
JOB QUALIFICATIONS: Essential Skills, Abilities and Example Behavior(s)
Project management and organizational skills
Ability to manage multiple tasks with deadlines.
Attention to detail and ability to follow directions
Have a positive attitude and willingness to learn new concepts
Must be a self-starter and capable of working independently
Superior written, interpersonal and communication skills
Intermediate / Advanced knowledge of MS Word and Excel
JOB QUALIFICATIONS: Education & Experience Requirements
Bachelor's degree in Finance, Accounting or Business Administration required; MBA preferred
10 plus years of treasury or corporate finance experience
Technical banking/ merchant processing and payment file knowledge a plus
Excel modeling skills a plus but not required
Supervisory experience a plus
Unsolicited Resumes from Third-Party Recruiters
Please note that as per PODS policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values.Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that PODS will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity.
Corporate Actions Analyst
Finance Leader Job 23 miles from Tarpon Springs
Are you ready to make an impact at DTCC?
Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
The Enterprise Business Operations (EBO) organization is responsible for all operations and asset services supporting the following DTCC businesses: The Depository Trust Company (DTC), National Securities Clearing Corporation (NSCC), Fixed Income Clearing Corporation (FICC) - Government Securities Division (GSD) & Mortgage-Backed Securities Division (MBSD), Wealth Management Services (WMS), and Insurance & Retirement Services (I&RS). EBO's mission is to provide the Securities Industry with superior operations processing and client services support in an environment that minimizes risk and cost while maximizing efficiency.
Corporate Actions Processing areas announce and process all asset servicing events associated with DTC-eligible securities and respond to client inquiries on the same. Due to the scope of event types and their volume, Corporate Actions is organized into the following business units:
Principal and Income (P&I): Includes cash distribution events such as dividends, interest, and pro-rata principal, as well as redemption events such as partial and full calls, and maturities.
Stock Dividends: Includes stock distribution events such as forward stock splits, spin-offs, rights distributions, as well as processing dividend reinvestment instructions on behalf of DTC's clients.
Dividend International Services (DIS): Includes optional services to investors such as events with foreign currency options and "at-source" tax relief.
Global Tax Services: Performs processing associated with the classification, withholding, remittance, and reporting of US-sourced income to the IRS, and year-end reporting to the IRS on behalf of DTC, NSCC and FICC.
Mandatory Reorganization: Includes cash and stock events such as mergers, reverse splits, name changes and bankruptcies where there is no decision to be made by an investor.
Voluntary Reorganization: Includes cash and stock events where an investor has a decision to make. These events include tenders, mergers with election, election of rights and warrants, exercise of convertible securities and processing securities with put features.
P&I Event Reconciliation Support (PIERS): Identifies, researches, and resolves residual payment discrepancies associated with P&I Events; performs monitoring and reporting on P&I cash and securities accounts, as well as handles claims to and from issuers and agents.
Your Primary Responsibilities:
Executes on operational processes by following documented procedures and job aides while working at understanding and mastering knowledge of process.
Takes ownership of workload, ensures results met in line with procedures, metrics, and benchmarks; while adhering to critical timeframes; ability to manage meaningful priorities.
Aligns risk and control processes into day-to-day responsibilities to monitor and mitigate risk, escalates appropriately.
Maintains a steadfast focus on meeting the needs/requests of our internal and external clients, including responding to inquiries timely and accurately, resolving issues promptly.
Builds and maintains strong relationships with internal and external collaborators to facilitate issue resolution, operational improvements, and risk reduction.
Demonstrates effective communication skills, active engagement in meetings and displays a curiosity to learn and grow; accepts feedback given and applies to role.
Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately
**NOTE: The Primary Responsibilities of this role are not limited to the details above. **
Qualifications:
Entry Level - internship experience highly preferred
Bachelor's degree preferred
Talents Needed for Success:
Collaborates well within and across teams.
Communicates openly with team members and others.
Works with the team to review results and ensure quality and accuracy.
Adheres to established rules and procedures when performing work.
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Corporate Actions Analyst
Finance Leader Job 23 miles from Tarpon Springs
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
Pay and Benefits:
* Competitive compensation, including base pay and annual incentive
* Comprehensive health and life insurance and well-being benefits, based on location
* Pension / Retirement benefits
* Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
* DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
The Enterprise Business Operations (EBO) organization is responsible for all operations and asset services supporting the following DTCC businesses: The Depository Trust Company (DTC), National Securities Clearing Corporation (NSCC), Fixed Income Clearing Corporation (FICC) - Government Securities Division (GSD) & Mortgage-Backed Securities Division (MBSD), Wealth Management Services (WMS), and Insurance & Retirement Services (I&RS). EBO's mission is to provide the Securities Industry with superior operations processing and client services support in an environment that minimizes risk and cost while maximizing efficiency.
Corporate Actions Processing areas announce and process all asset servicing events associated with DTC-eligible securities and respond to client inquiries on the same. Due to the scope of event types and their volume, Corporate Actions is organized into the following business units:
* Principal and Income (P&I): Includes cash distribution events such as dividends, interest, and pro-rata principal, as well as redemption events such as partial and full calls, and maturities.
* Stock Dividends: Includes stock distribution events such as forward stock splits, spin-offs, rights distributions, as well as processing dividend reinvestment instructions on behalf of DTC's clients.
* Dividend International Services (DIS): Includes optional services to investors such as events with foreign currency options and "at-source" tax relief.
* Global Tax Services: Performs processing associated with the classification, withholding, remittance, and reporting of US-sourced income to the IRS, and year-end reporting to the IRS on behalf of DTC, NSCC and FICC.
* Mandatory Reorganization: Includes cash and stock events such as mergers, reverse splits, name changes and bankruptcies where there is no decision to be made by an investor.
* Voluntary Reorganization: Includes cash and stock events where an investor has a decision to make. These events include tenders, mergers with election, election of rights and warrants, exercise of convertible securities and processing securities with put features.
* P&I Event Reconciliation Support (PIERS): Identifies, researches, and resolves residual payment discrepancies associated with P&I Events; performs monitoring and reporting on P&I cash and securities accounts, as well as handles claims to and from issuers and agents.
Your Primary Responsibilities:
* Executes on operational processes by following documented procedures and job aides while working at understanding and mastering knowledge of process.
* Takes ownership of workload, ensures results met in line with procedures, metrics, and benchmarks; while adhering to critical timeframes; ability to manage meaningful priorities.
* Aligns risk and control processes into day-to-day responsibilities to monitor and mitigate risk, escalates appropriately.
* Maintains a steadfast focus on meeting the needs/requests of our internal and external clients, including responding to inquiries timely and accurately, resolving issues promptly.
* Builds and maintains strong relationships with internal and external collaborators to facilitate issue resolution, operational improvements, and risk reduction.
* Demonstrates effective communication skills, active engagement in meetings and displays a curiosity to learn and grow; accepts feedback given and applies to role.
* Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately
NOTE: The Primary Responsibilities of this role are not limited to the details above.
Qualifications:
* Entry Level - internship experience highly preferred
* Bachelor's degree preferred
Talents Needed for Success:
* Collaborates well within and across teams.
* Communicates openly with team members and others.
* Works with the team to review results and ensure quality and accuracy.
* Adheres to established rules and procedures when performing work.
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.