Part Time Teller - Florida at Trustco Bank
Employer: Trustco Bank Expires: 04/24/2023 EEO Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Job Title: Teller Reports to: Branch Manager FLSA Status: Non-exempt Salary Grade: NE07 Supervisory Responsibility: No SUMMARY: Provides above standard customer service. Accurately and efficiently completes customer transactions. Responsible for following and adhering to all bank operational and security policies and procedures including compliance and privacy policies and procedures to maintain customer confidentiality. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned by supervisor and/or Trustco Bank’s Board of Directors. Accepts deposits, verifying cash and endorsements and issue receipts. Cashes checks. Cross-sells the Bank’s products and services. Process credit card payments. Issues money orders and bank checks. Accepts loan payments. Process night deposit bags. Admits customers to safe deposit boxes. Answers customer inquiries and provides balances. Balances transactions at end of the day and verifies cash totals. Balances Automated Teller Machines. Maintains reports and logs for record retention. Continues to building proficiency of banking principles and sales techniques by attending internal training, external training, and completion of continuing education courses. REQUIRED EDUCATION/EXPERIENCE: High School Diploma or equivalent education or experience. Customer service experience. Cash handling experience. Effective verbal communication skills. Well organized with the ability to manage multiple tasks. Ability to work well in small groups. PREFERRED EDUCATION/EXPERIENCE: Previous banking experience. POSITION TYPE/EXPECTED HOURS: This is a part-time position. Work hours* are as follows: Monday 11:00am - 5:00pmTuesday 12:00pm - 5:00pmWednesday 11:30am - 5:00pmThursday 12:00pm - 5:00pmFriday 12:30pm - 6:00pmSaturday 8:30am - 12:00 pmSunday Closed *Hours may vary by branch.TRAVEL: Occasionally upon request. LANGUAGE SKILLS: Must be able to speak, read, write, and understand the primary language(s) used in the workplace; bilingual skills a plus. Ability to read, analyze, and interpret general business information, including but not limited to company policies and procedures. Ability to effectively present information and respond to questions from groups of managers and customers. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to lift 10 to 20 lbs. Must be able to stand for long periods of time. Must have dexterity to handle money. Must use hands to operate office machines. Ability to communicate both in person and/or by telephone. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilitiesto perform the essential functions. For the most part, ambient room temperatures, lighting and traditional equipment as found in a typical office / retail environment. OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. AFFIRMATIVE ACTION PLAN/EQUAL EMPLOYMENT OPPORTUNITY STATEMENT: Trustco Bank is an equal opportunity/affirmative action employer. It is the policy of Trustco Bank to take affirmative action in affording equal employment opportunities to all qualified persons without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability or protected veteran status. This includes, but is not limited to, the following: Hiring, placement, upgrading, transfer, demotion or promotion. Recruitment, advertising or solicitation for employment. Treatment during employment. Rates of pay or other forms of compensation. Selection for training, including apprenticeship. Layoff or termination. It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.
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Senior Associate Banker at Trustco Bank
Employer: Trustco Bank Expires: 04/24/2023 EEO Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Job Title: Senior Associate BankerReports to: Senior Universal Banker FLSA Status: Non-Exempt Salary Grade: NE10 ($16.50 - $20.00 per hour)Supervisory Responsibility: YesSUMMARY:Provides above standard customer service. Accurately and efficiently completes customer transactions. Responsible for following and adhering to all bank operational and security policies and procedures including compliance and privacy policies and procedures to maintain customer confidentiality.ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned by their supervisor and/or Trustco Bank’s Board of Directors:Assists customers with all cash and non- cash related transactions and services. This includes but is not limited to: check cashing, processing deposits, processing loan or credit card payments, answering balance inquiries or other account questions, admitting customers to their safe deposit box, etc. Will be responsible for the cash vault and each till that is used.Completes required reports such as the unrecovered difference report, open/close log report, etc., and will maintain records and logs for audit purposes.Processes the night drop and balances the Automated Teller Machines on a daily basis.Balances the vault and individual till every day; provides assistance to locate differences; and ensures that all differences are properly initialed and, if required, reported to the Senior Universal Banker, Branch Administration and Audit Department immediately.Ensures that the appearance of the counter areas are neat, organized, and in accordance with bank policy.Ensures all negotiable and confidential records are properly secured each day.Conducts regular unannounced audits of the vault and tills, maintaining a record of each audit, and report any exceptions to the Senior Universal Banker, Branch Administration and Audit Department immediately.Cross-sells the Bank’s products and services to promote branch growth.Continues to building proficiency of banking principles and sales techniques by attending internal training, external training, and completion of continuing education courses.REQUIRED EDUCATION/EXPERIENCE:High School Diploma or equivalent education or experience.Customer service experience.Cash handling experienceEffective verbal communication skills.Well organized with the ability to manage multiple tasks.Ability to work well in small groups.PREFERRED EDUCATION/EXPERIENCE:Previous banking experience.POSITION TYPE/EXPECTED HOURS:This is a full-time position. Work hours are scheduled around the following branch hours*:Monday 9:00am – 5:00pmTuesday 9:00am – 3:00pmWednesday 9:00am – 5:00pmThursday 9:00am – 6:00pmFriday 9:00am – 6:00pmSaturday 9:00am – 1:00pmSunday Closed Employees will be scheduled to arrive half an hour prior to the opening of the branch and work fifteen to thirty minutes following the closing of the branch.*Hours may vary by branch. TRAVEL: Occasionally upon request. LANGUAGE SKILLS:Must be able to speak, read, write, and understand the primary language(s) used in the workplace; bilingual skills a plus. Ability to read, analyze, and interpret general business information, including but not limited to company policies and procedures. Ability to effectively present information and respond to questions from groups of managers and customers.PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Ability to lift 10 to 20 lbs. Must be able to stand for long periods of time.Must have dexterity to handle money.Must use hands to operate office machines.Ability to communicate both in person and/or by telephone.WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.For the most part, ambient room temperatures, lighting and traditional equipment as found in a typical office / retail environment.OTHER DUTIES:Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.AFFIRMATIVE ACTION PLAN/EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:Trustco Bank is an equal opportunity/affirmative action employer. It is the policy of Trustco Bank to take affirmative action in affording equal employment opportunities to all qualified persons without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability or protected veteran status.This includes, but is not limited to, the following: • Hiring, placement, upgrading, transfer, demotion or promotion• Recruitment, advertising or solicitation for employment• Treatment during employment• Rates of pay or other forms of compensation• Selection for training, including apprenticeship• Layoff or terminationIt is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.
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Associate Banker at Trustco Bank
Employer: Trustco Bank Expires: 04/24/2023 EEO Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Job Title: Associate BankerReports to: Senior Universal BankerFLSA Status: Non-ExemptSalary Grade: NE08 ($15.00 - $18.00 per hour)Supervisory Responsibility: NoSUMMARY:Provides above standard customer service. Accurately and efficiently completes customer transactions. Responsible for following and adhering to all bank operational and security policies and procedures including compliance and privacy policies and procedures to maintain customer confidentiality.ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned by supervisor and/or Trustco Bank’s Board of Directors.Assists customers with all cash and non- cash related transactions and services. This includes but is not limited to: check cashing, processing deposits, processing loan or credit card payments, answering balance inquiries or other account questions, admitting customers to their safe deposit box, etc. Processes the night drop and balances the Automated Teller Machines on a daily basis.Balances individual till every day.Ensures that the appearance of the counter areas are neat, organized, and in accordance with bank policy.Ensures all negotiable and confidential records are properly secured each day.Maintains reports and logs for record retention.Cross-sells the Bank’s products and services to promote branch growthContinues to building proficiency of banking principles and sales techniques by attending internal training, external training, and completion of continuing education courses.REQUIRED EDUCATION/EXPERIENCE:High School Diploma or equivalent education or experience.Customer service experience.Cash handling experience.Effective verbal communication skills.Well organized with the ability to manage multiple tasks.Ability to work well in small groups.PREFERRED EDUCATION/EXPERIENCE:Previous banking experience.POSITION TYPE/EXPECTED HOURS: This is a full-time position. Work hours are scheduled around the following branch hours*: Monday 9:00am – 5:00pmTuesday 9:00am – 3:00pmWednesday 9:00am – 5:00pmThursday 9:00am – 6:00pmFriday 9:00am – 6:00pmSaturday 9:00am – 1:00pmSunday Closed Employees will be scheduled to arrive half an hour prior to the opening of the branch and work fifteen to thirty minutes following the closing of the branch.*Hours may vary by branch. TRAVEL: Occasionally upon request. LANGUAGE SKILLS:Must be able to speak, read, write, and understand the primary language(s) used in the workplace; bilingual skills a plus. Ability to read, analyze, and interpret general business information, including but not limited to company policies and procedures. Ability to effectively present information and respond to questions from groups of managers and customers.PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Ability to lift 10 to 20 lbs. Must be able to stand for long periods of time.Must have dexterity to handle money.Must use hands to operate office machines.Ability to communicate both in person and/or by telephone.WORK ENVIRONMENT:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.For the most part, ambient room temperatures, lighting and traditional equipment as found in a typical office / retail environment.OTHER DUTIES:Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.AFFIRMATIVE ACTION PLAN/EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:Trustco Bank is an equal opportunity/affirmative action employer. It is the policy of Trustco Bank to take affirmative action in affording equal employment opportunities to all qualified persons without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability or protected veteran status.This includes, but is not limited to, the following: Hiring, placement, upgrading, transfer, demotion or promotionRecruitment, advertising or solicitation for employmentTreatment during employmentRates of pay or other forms of compensationSelection for training, including apprenticeshipLayoff or terminationIt is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.
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Senior Universal Banker at Trustco Bank
Employer: Trustco Bank Expires: 04/24/2023 EEO Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Job Title: Senior Universal BankerReports to: Business BankerFLSA Status: Non-ExemptSalary Grade: NE20 ($24.00 - $33.00 per hour)Supervisory Responsibility: YesSUMMARY:The Senior Universal Banker is responsible for the administration and efficient daily operation of a full service branch office, including operations, lending, product sales, customer service, and security and safety in accordance with the Bank's objectives. Develops new deposit and loan business; provides a superior level of customer relations and promotes the sales and service culture through coaching, guidance and staff motivation; achieves branch sales goals through new business sales, referrals and retention of account relationships. Provides leadership, training and supervision; delegates day to day operations to the associate banker or other branch personnel. Responsible for attaining established Bank and branch goals through active participation in sales management programs. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned by supervisor and/or Trustco Bank’s Board of Directors.Responsible for all in branch customer service requests. Responsible for opening a till in the absence of the Associate Banker.Will be assigned referral, account, and retention goals.Builds and promotes branch identity, drives sales and promotes overall ownership and accountability for improving customer service and branch success.Implements and administers new products or programs including sales promotion and incentive programs, and encourages staff member participation to stimulate new growth.Originates installment loans.Supervises Universal Banker and Associate Bankers.Makes recommendations on the following issues which are given particular weight; assigning jobs, promotions, performance appraisals, counseling, disciplines, and terminations.Provides training in bank policies and procedures; conducts regular staff meetings.Maintains security measures to protect against criminal and fraudulent activity, unnecessary risk, and exposure.Maintains communications between the branch and management through regular reporting and attending staff meetings.Knows all features and benefits of the bank’s products, services, and current promotions.Provides quality customer service through personal contact with customers and prospects in adherence with company policy.Handles customer issues in person or over the phone with their bank product or service by assisting in researching and solving the issue.Reviews and approves requests such as large check cashing requests, authorizing bank checks or general ledger tickets, and the approval of various reports, paperwork and cash counts.Works to meet existing branch performance standards in areas such as operating control loss, associate banker's level of experience, bank secrecy, and compliance with established policies and procedures.Continues to building proficiency of banking principles and sales techniques by attending internal training, external training, and completion of continuing education courses.REQUIRED EDUCATION/EXPERIENCE:High School Diploma or equivalent education or experience.Supervisory experience.Customer service experience.Cash handling experience.Effective verbal communication skills.Well organized with the ability to manage multiple tasks.Ability to work well in small groups.PREFERRED EDUCATION/EXPERIENCE:Bachelor’s degree.Previous banking experience.POSITION TYPE/EXPECTED HOURS: This is a full time position. Work hours are scheduled around the following branch hours*:Monday 9:00am – 5:00pmTuesday 9:00am – 3:00pmWednesday 9:00am – 5:00pmThursday 9:00am – 6:00pmFriday 9:00am – 6:00pmSaturday 9:00am – 1:00pmSunday Closed Employees will be scheduled to arrive half an hour prior to the opening of the branch and work fifteen to thirty minutes following the closing of the branch. Evening and weekend work may be required as job duties demand.*Hours may vary by branch. TRAVEL: Occasionally upon request. LANGUAGE SKILLS:Must be able to speak, read, write, and understand the primary language(s) used in the workplace; bilingual skills a plus. Ability to read, analyze, and interpret general business information, including but not limited to company policies and procedures. Ability to effectively present information and respond to questions from groups of managers and customers.PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Ability to lift 10 to 20 lbs. Must be able to stand for long periods of time.Must have dexterity to handle money.Must use hands to operate office machines.Ability to communicate both in person and/or by telephone.WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.For the most part, ambient room temperatures, lighting and traditional equipment as found in a typical office / retail environment.OTHER DUTIES:Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.AFFIRMATIVE ACTION PLAN/EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:Trustco Bank is an equal opportunity/affirmative action employer. It is the policy of Trustco Bank to take affirmative action in affording equal employment opportunities to all qualified persons without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability or protected veteran status.This includes, but is not limited to, the following: Hiring, placement, upgrading, transfer, demotion or promotionRecruitment, advertising or solicitation for employmentTreatment during employmentRates of pay or other forms of compensationSelection for training, including apprenticeshipLayoff or terminationIt is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.
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Financial Analyst/Office Manager at TIC Restaurant Group
Employer: TIC Restaurant Group Expires: 04/30/2023 The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable. Candidate must be authorized to work in the United States.T.I.C. Akean, Inc. is a management company that is closely affiliated with the burgeoning TIC Restaurant Group. We push forward the company motto to allow New York City to enjoy Japan without airfare.Position: Financial Analyst / Office ManagerJob Type: Full-time/Part-timeSalary: $20.00-$30.00/hr (or near equivalent weekly salary)This is not an entry level position. This is a leadership role that requires in-depth understanding of Quickbooks, accounting, US GAAP, and the restaurant industry.Responsibilities will include, but not limited to:Finance/Accounting:Bookkeeping with QuickbooksReview, analyze and reconcile general ledger accounts in conjunction with preparing financial reports for managementPrepare and present monthly, quarterly and annual financial reportsCoordinate with external CPA to ensure accurate records, audits and other proceduresOffice Manager:Maintain and update business licenses, permits and insurancesArrange, participate and lead meetings with restaurant managers and other related staffPartner with HR to update and maintain office policies as necessaryWe prefer the candidate to have a College Degree in Accounting, Finance or Business Management; and 5 years of related work experience.We are primarily looking for a full-time employee, but we are also open to part-time candidates. (Pay may be on hourly or weekly basis depending on scheduling arrangement.)To apply, please submit a one-page resume and a reference list of 3 contacts.
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Universal Banker at Trustco Bank
Employer: Trustco Bank Expires: 04/24/2023 EEO Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Job Title: Universal Banker Reports to: Senior Universal Banker FLSA Status: Non-ExemptSalary Grade: NE13 ($18.00 - $23.50 per hour)Supervisory Responsibility: YesSUMMARY:The Universal Banker supports the Senior Universal Banker by overseeing the efficient operation of the branch to ensure all operational functions are completely and properly performed by the staff while conveying a feeling of trust, service, security and satisfaction to customers and staff. The duties of the Universal Banker are contingent on the scope of the services that are offered at the facility. The Universal Banker must have a familiarity with IRA services and personal banking products and services.ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned by supervisor and/or Trustco Bank’s Board of Directors.Responsible for all in branch customer service requests.Responsible for opening a till in the absences of the Associate Banker. Will float between assigned branches to assist with scheduling needs.Manages the branch and supervises the Associate Banker in the absence of Senior Universal Banker.Builds and promotes branch identity, drives sales and promotes overall ownership and accountability for improving customer service and branch success.Provides above standard customer service through personal contact with customers and prospects in adherence with company policy.Handles customer issues in person or over the phone and will follow up with a resolution to the issue.Reviews and approves requests such as large check cashing requests, authorizing bank checks or general ledger tickets, and the approval of various reports, paperwork and cash counts.Works to meet existing branch performance standards in areas such as operating control loss, Associate Banker's level of experience, bank secrecy, and compliance with established policies and procedures.Continues to build proficiency of banking principles and sales techniques by attending internal training, external training, and completion of continuing education courses.REQUIRED EDUCATION/EXPERIENCE:High School Diploma or equivalent education or experience.Supervisory experience.Customer service experience.Cash handling experience.Effective verbal communication skills.Well organized with the ability to manage multiple tasks.Ability to work well in small groups.PREFERRED EDUCATION/EXPERIENCE:Bachelor’s degree.Previous banking experience.POSITION TYPE/EXPECTED HOURS: This is a full time position. Work hours are scheduled around the following branch hours*:Monday 9:00am – 5:00pmTuesday 9:00am – 3:00pmWednesday 9:00am – 5:00pmThursday 9:00am – 6:00pmFriday 9:00am – 6:00pmSaturday 9:00am – 1:00pmSunday Closed Employees will be scheduled to arrive half an hour prior to the opening of the branch and work fifteen to thirty minutes following the closing of the branch.*Hours may vary by branch. TRAVEL: Travel using personal vehicle, occasional overnight travel. Valid driver’s license required. LANGUAGE SKILLS:Must be able to speak, read, write, and understand the primary language(s) used in the workplace; bilingual skills a plus. Ability to read, analyze, and interpret general business information, including but not limited to company policies and procedures. Ability to effectively present information and respond to questions from groups of managers and customers.PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Ability to lift 10 to 20 lbs. Must be able to stand for long periods of time.Must have dexterity to handle money.Must use hands to operate office machines.Ability to communicate both in person and/or by telephone.WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.For the most part, ambient room temperatures, lighting and traditional equipment as found in a typical office / retail environment.OTHER DUTIES:Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.AFFIRMATIVE ACTION PLAN/EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:Trustco Bank is an equal opportunity/affirmative action employer. It is the policy of Trustco Bank to take affirmative action in affording equal employment opportunities to all qualified persons without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability or protected veteran status.This includes, but is not limited to, the following: Hiring, placement, upgrading, transfer, demotion or promotionRecruitment, advertising or solicitation for employmentTreatment during employmentRates of pay or other forms of compensationSelection for training, including apprenticeshipLayoff or terminationIt is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.
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Finance Analyst - Discovery Programme - 2023 at Barclays
Employer: Barclays Expires: 04/21/2023 VIRTUAL EVENTThe Discovery Diversity Programme is an amazing opportunity for students from underrepresented groups, who are 2 years out from graduation, to be assessed for, and to apply to join, our Summer Internships in 2024 before anyone else.It’s the chance to learn about a career at Barclays, the chance to find out a lot about the business world and to discover a bit about yourself. And, as you’ll gain a good understanding of the full selection of roles and opportunities we offer, it’s a perfect stepping stone to one of our internships.What you can expectProgram Dates: April 19th – 20thJoin seminars and workshops, where you’ll learn about financial services, your chosen business area, the recruitment process and Barclays as an employer.Participate in specific breakout sessions for your business area, where you'll gain insights of what you can expect from the Summer Internship in 2024.Build your understanding of the assessment process and next stepsConnect with people from across our business, including current graduates who have already made the journey that you are starting out on.Attend dedicated networking sessions with senior leaders and graduates aligned to your chosen business areaExplore the various Barclays D&I networks.On the 2nd day of the programme, you can be assessed for the 2024 summer internship by taking part in 2 interviews.What we look forYou are Sophomore graduating between December 2024 and June 2025.You can be studying any degree discipline.You are curious to understand how a global bank adapts in a constantly evolving environment.The Discovery Diversity Programme is an amazing opportunity for students from underrepresented groups, who are 2 years out from graduation, to be assessed for, and to apply to join, our Summer Internships in 2024 before anyone else.It’s the chance to learn about a career at Barclays, the chance to find out a lot about the business world and to discover a bit about yourself. And, as you’ll gain a good understanding of the full selection of roles and opportunities we offer, it’s a perfect stepping stone to one of our internships.What you can expectProgram Dates: April 19th – 20thJoin seminars and workshops, where you’ll learn about financial services, your chosen business area, the recruitment process and Barclays as an employer.Participate in specific breakout sessions for your business area, where you'll gain insights of what you can expect from the Summer Internship in 2024.Build your understanding of the assessment process and next stepsConnect with people from across our business, including current graduates who have already made the journey that you are starting out on.Attend dedicated networking sessions with senior leaders and graduates aligned to your chosen business areaExplore the various Barclays D&I networks.On the 2nd day of the programme, you can be assessed for the 2024 summer internship by taking part in 2 interviews.What we look forYou are Sophomore graduating between December 2024 and June 2025.You can be studying any degree discipline.You are curious to understand how a global bank adapts in a constantly evolving environment.1The Discovery Diversity Programme is an amazing opportunity for students from underrepresented groups, who are 2 years out from graduation, to be assessed for, and to apply to join, our Summer Internships in 2024 before anyone else.It’s the chance to learn about a career at Barclays, the chance to find out a lot about the business world and to discover a bit about yourself. And, as you’ll gain a good understanding of the full selection of roles and opportunities we offer, it’s a perfect stepping stone to one of our internships.What you can expectProgram Dates: April 19th – 20thJoin seminars and workshops, where you’ll learn about financial services, your chosen business area, the recruitment process and Barclays as an employer.Participate in specific breakout sessions for your business area, where you'll gain insights of what you can expect from the Summer Internship in 2024.Build your understanding of the assessment process and next stepsConnect with people from across our business, including current graduates who have already made the journey that you are starting out on.Attend dedicated networking sessions with senior leaders and graduates aligned to your chosen business areaExplore the various Barclays D&I networks.On the 2nd day of the programme, you can be assessed for the 2024 summer internship by taking part in 2 interviews.What we look forYou are Sophomore graduating between December 2024 and June 2025.You can be studying any degree discipline.You are curious to understand how a global bank adapts in a constantly evolving environment.
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Risk Analyst - Discovery Programme - 2023 at Barclays
Employer: Barclays Expires: 04/21/2023 VIRTUAL EVENTThe Discovery Diversity Programme is an amazing opportunity for students from underrepresented groups, who are 2 years out from graduation, to be assessed for, and to apply to join, our Summer Internships in 2024 before anyone else.It’s the chance to learn about a career at Barclays, the chance to find out a lot about the business world and to discover a bit about yourself. And, as you’ll gain a good understanding of the full selection of roles and opportunities we offer, it’s a perfect stepping stone to one of our internships.What you can expectProgram Dates: April 19th – 20thJoin seminars and workshops, where you’ll learn about financial services, your chosen business area, the recruitment process and Barclays as an employer.Participate in specific breakout sessions for your business area, where you'll gain insights of what you can expect from the Summer Internship in 2024.Build your understanding of the assessment process and next stepsConnect with people from across our business, including current graduates who have already made the journey that you are starting out on.Attend dedicated networking sessions with senior leaders and graduates aligned to your chosen business areaExplore the various Barclays D&I networks.On the 2nd day of the programme, you can be assessed for the 2024 summer internship by taking part in 2 interviews.What we look forYou are Sophomore graduating between December 2024 and June 2025.You can be studying any degree discipline.You are curious to understand how a global bank adapts in a constantly evolving environment.
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Financial Systems Intern at UNICEF USA
Employer: UNICEF USA Expires: 04/14/2023 Organization Overview:UNICEF USA (UUSA) is a private, independent, U.S. nonprofit that exists to deliver impact for children. UNICEF USA advances the global mission of UNICEF by rallying the American public to support the world’s most vulnerable children. We are driven by a shared objective that every child is healthy, educated, protected, and respected. Headquartered in New York City, UNICEF USA has nearly 300 employees across the U.S. with nine regional offices. This year, UNICEF USA raised over $1B in private sector support, advanced legislation, and secured government resources to deliver impact for children. For more information, visit www.unicefusa.org. Position: Financial Systems InternLocation: Nationwide/RemoteFLSA Status: Non-exemptSalary: $15/HourlyHours per week: 20 to 30 hoursTime Frame: May 30th - August 18th, 2023 Position Description: UNICEF USA seeks a Finance intern for its New York office. The intern will work in collaboration with UNICEF USA Director of Financial Systems and various other Finance members remotely and in the New York office to assist with the financial business applications.This internship would provide an opportunity to learn about:• Understanding the relationship between financial systems and business processes• Project Management and associated documentation• Understanding of the financial requirements for UNICEF Key Responsibilities/Projects:• Support Director with day-to-day financial systems activities• Partner in developing training materials on financial systems for new functionality• Assist in tracking JIRA tickets submitted by end-users Qualifications:• Must be a current student enrolled in a College or University degree program• Interest in business information systems and finance• The ideal candidate will be a resourceful and energetic with the ability to manage multiple priorities and workautonomously with attention to detail• Analytical, innovative and a team player mentality are necessary for success in this role• Proven ability to work well with a diverse group of people in a team setting; additional language(s) a plus• Strong communication skills, both oral and written; experience working with cross-country teams a plus• Fluency in Microsoft Outlook, Word, PowerPoint, and Excel is preferred• Must be a highly motivated team player who enthusiastically embraces the mission of UNICEF and UNICEF USA• Must demonstrate UNICEF USA Core Values: Trust, Respect, Accountability, Innovation, Teamwork and Service Must possess current and valid US Work Authorization and be eligible to work for any US employer without sponsorship. Due to the high volume of applications received, only those selected for an interview will be contacted. UNICEF USA is proud to be an Equal Opportunity EmployerWe do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. UUSA is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, you may contact us at peopleandculture@unicefusa.org.
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Financial Institution Policy Analyst, LISCC Capital- Division of Supervision and Regulation at Federal Reserve Board
Employer: Federal Reserve Board Expires: 03/31/2023 Position DescriptionFinancial Institution and Policy Analysts work under regular supervision to conduct in-depth analyses on quantitative and qualitative data. Perform assigned project tasks while developing domain expertise and may lead well-defined tasks within a project. Share information and ideas regarding projects and work primarily for their Project Team, Section, or Division. Prepare and deliver communications including presentations and recommendations to others in the Section/Division and/or to external stakeholders. Financial Institution and Policy Analysts perform the following responsibilities under regular supervision: • Perform quantitative and/or qualitative analyses in support of FRB mission, Division goals, and Section objectives • Assist senior staff by providing support, information or analysis • Prepare and deliver clear, accurate and concise communication orally and in writing • Share information and ideas regarding projects and work for Section/Project Teams/Division or external stakeholders • Perform assigned project tasks and lead well-defined tasks within a project • Support Section or Division in areas of expertise • Begin to develop areas of expertise The LISCC supervision program is the Federal Reserve’s supervisory program for the nation’s largest and most systemic financial institutions. Its primary objective is to maintain safe and competitive U.S. and global banking systems. LISCC comprises of national programs staffed by individuals from multiple Reserve Banks and the Board, including Capital, Liquidity, Monitoring and Analysis Program (MAP), Governance and Controls (G&C), and Recovery and Resolution Program (RRP). Description of LISCC Capital section: The LISCC Capital Section has an available position focusing on Capital-related examinations and support for policy and informational Board engagement with capital-related matters for large and complex firms. The capital program supports all facets of the national Capital Program. The program plans, facilitates, and directs the successful execution of the Capital Program's supervisory agenda through active forward planning and by providing a centralized logistics function. The LISCC Capital Section also develops and maintains a continuous understanding of supervisory issues pertinent to capital at large and complex firms to facilitate Board decisions and provide timely and effective information products to senior management and the broader Capital Program.Principal Duties and Responsibilities:Collaborate closely with other stakeholders to identify and develop supervisory and policy responses to risks that may arise. Examples of other stakeholders include dedicated supervisory teams (DST), horizontal evaluation teams (HET) and Board policy and legal.Develop presentations and recommended messages for the Capital Steering Committee, as well as present any key divergent views to the senior stakeholders for final review and approval.Coordinate and collaborate with LISCC program counterparts, including the Resolution and Recovery Program (RRP), the Liquidity Program, the Monitoring and Analysis Program (MAP) and the Governance and Controls Program (G&C), by participating in firm specific and horizontal examinations across various teams.Serve as a subject matter expert on Capital topics.Position RequirementsFR-24: Bachelor’s degree in finance, accounting, business administration, public policy, economics, or another related field and a minimum of 2 years of related experience OR Master’s degree in a related field and a minimum of 1 year of related experience FR- 25: Bachelor's Degree in finance, accounting, business administration, public policy, economics, or another related field and a minimum of 3 years of related experience ORMaster's degree in a related field and a minimum of 2 years of related experience.Must be able to perform basic or developmental level work in activities involving these competencies after receiving specific instructions and guidance:Data Collection & Analysis: The ability to collect and analyze quantitative and qualitative dataFinancial Analysis: The ability to conduct financial analyses to identify patterns, trends, or themes in financial or operational dataRisk Management: The ability to utilize risk management principles to evaluate and mitigate potential risksReviews and Examinations: The ability to participate in or lead reviews and/or examinations of Reserve Banks or other financial institutionsKnowledge of Financial Markets and Institutions: The ability to apply an understanding of how financial markets and institutions are impacted by changes in regulations and policy and vise-versa.Knowledge of Relevant Policy: The ability to interpret, apply, and recommend changes as needed to policies specific to areas of responsibilityKnowledge of Relevant Law and Regulation: The ability to interpret and apply law and regulations related to areas of responsibility; evaluate the impact of changes in law and/or regulationsKnowledge of Various Financial Topics: basic knowledge of capital, liquidity, derivatives, and trading activities and/or in operational issues related to collateral management, payments clearing and settlement (PCS), and management information systems (MIS). The successful candidate will have a proven record of: Strong analytical skillsStrong written and verbal communication skillsStrong oral presentation skills Strong teamwork and collaboration skillsAbility to communicate highly complex issues and supervisory concerns to a broad audienceSome experience or interest in learning how to analyze, interpret and present data. Interest in developing programming skills in programs such as Excel, Python, R, etc. under the mentorship of senior staff.Intellectual curiosity and mastery of complex topicsNote: The interview process may include a writing exercise. This position is located in Washington DC. Employees are expected to spend a minimum of 4 days per pay period onsite beginning in April; and 5 days per pay period beginning in September. Relocation assistance is available.
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Associate Financial Specialist - Job Rotation Program at University of Wisconsin - Madison
Employer: University of Wisconsin - Madison - Office of Human Resources Expires: 04/11/2023 When you are part of the Job Rotation Program, you’ll do important work that has impact, and you’ll be supported in achieving your career goals. Our Job Rotation Program participants experience four 6-month rotation assignments over two years to provide broad exposure in different facets of finance across campus. Join our program in this world-renowned university where every employee contributes to the Wisconsin Idea, located in one of the most livable cities in America!Program Highlights:-Senior leadership visibility and exposure-Hands-on experiences in diverse settings across campus gaining exposure and mentoring opportunities-Participation with cohort in on-going professional development-Diverse assignments across business units and organizational functions that explore generalist and specialist pathways-Post-program transition to permanent role on campusEach rotation is uniquely designed through a combination of university priorities and individual interests. Employees are hired and onboarded as a cohort to provide a community experience with a focus on shared learning through work such as group projects, case studies and contributions to the development of the program overall. All three tracks of the program - Finance, Human Resources, and Information Technology - prepare rotators to be well-equipped to transition to permanent roles on campus at the end of the program.At the end of the program, rotating employees can expect:-A growth mindset and exposure to varied people, perspectives, and skills from a depth and breadth of experiences-A wide network of colleagues to appreciate the interrelatedness of roles and operations across campus-Greater involvement and ownership in your professional development-The ability to develop and grow in your role and pursue a career path that honors your values and interestsPrioritizing the employee experience cultivates a resilient and engaging culture within the Job Rotation Program and across the work environments you will be immersed in. Encouraging a diverse and inclusive organization is core to our values, that's why we nurture it in everything we do. We truly believe that by collaborating with people with different experiences we drive innovation and allow employees to thrive, which is essential for our future growth.Qualifications:-Learning agility and desire for experience across the diverse domains of Finance and Accounting, including financial statements and modeling, and research administration-Adaptability to adjust to new work environments and flexibility to adjust actions and mindset to new situations-Excellent communication (oral and written) and interpersonal skills-Ability to take initiative in advocating and prioritizing workload and self-manage projects, handle multiple tasks, meet strict deadlines and work within ambiguity-Detail oriented and strong problem solving and decision-making skills-Strong financial acumen-Strong analytical and conceptual thinking skills; ability to prepare, analyze and interpret financial and other data-Proficient in MS Office, with emphasis on Excel familiarity such as formulas and pivot tables-Able to work with all levels of employees and management within the organizationPreferred Qualifications:-Prior relevant internship or entry-level work experience -Demonstrated comfort in a dynamic environment-Knowledge of financial budgeting principles, practices, and procedures -Experience with data visualization tools (e.g., Tableau)-Experience with projects and transactional work-Ability to analyze financial and business information and metrics to make logical forecasts, projections-Presentation skills-Comfort and ability to work within ambiguity We are recruiting for at least one position to join and fill our cohort. Orientation will begin on Monday, July 17th, 2023 with the first rotation beginning August 1, 2023.Questions? Want to set a time to speak with someone to learn more? Email: emily.hickey@wisc.edu to contact Emily Hickey, Job Rotation Program Manager for the Finance Track
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Analyst 2, Finance & Accounting - Western, PA at Comcast NBCUniversal
Employer: Comcast NBCUniversal Expires: 04/07/2023 Core ResponsibilitiesReviews and analyzes monthly capital expenditures to provide analysis and explanations for variances to forecast and budgetInvolved with the monthly financial forecast, and annual budget, process including project level forecastingSupports capital management through creation of purchase requisitions for project level funding, project spend reporting and analysis, and creation of ad hoc reportingApproves transactions, evaluates opportunities and makes recommendations regarding project progress and future business opportunities.Analyzes and tracks key financial metrics and operational procedures to foster process improvements.Performs analysis of financial statement accounts and specific projects, as directed.Assists with the preparation of weekly, monthly and annual financial reports.Participates with the preparation of month and year-end processes by reviewing actual vs. budget/forecast variances, reviewing financial trends and making recommendations for accruals.Consistent exercise of independent judgment and discretion in matters of significance.Regular, consistent and punctual attendance. Must be able to work nights and weekends, variable schedule(s) and overtime as necessary.Other duties and responsibilities as assigned.
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Paid Internship Opportunity for Finance Students with leading Financial Client-Fall 2023- May 2024 at Experis
Employer: Experis - IT & Engineering Expires: 04/29/2023 Charles Schwab-Fall 2023 ClassEligible Students-Schedule based on Graduation DateStudents graduating in December 2023 October 2023 - January 2024Students graduating in May 2024 October 2023 - May 2024Students graduating in December 2024 October 2023 - May 2024Please note this is not a summer Internship Job DescriptionThis position is a great entry level opportunity for Juniors and Seniors to gain exposure to the brokerage industry with potential for full time employment upon graduation. While this program is within the Finance industry, students of all backgrounds will be considered. The primary skills needed are an open mind to new experiences, a passion for helping others, a desire to exceed client service expectations, and an interest in learning more about the Financial Services industry.As a Client Service & Support Apprentice, you will gain a meaningful understanding of multiple aspects of the Financial Services industry. Our program is designed to show you Career. CollaborationAs a member of a high-caliber team, you will work together throughout the Fall & Spring semesters. The program Capstone is a group case-study project and Final presentation(s) to Senior Management. Academic knowledgeIn addition to the training that you’ll receive to learn how to exceed the expectations of our clients, you will receive financial knowledge to help with your own investing. You will also receive personal/professional development education and opportunities. Real-world Experience & EducationYou will not only receive the training necessary to assist clients, you will also apply what you learned in a real-world setting by assisting our clients via phone. We will teach you what it means to look at situations ‘through clients’ eyes”. Roundtables & ShadowingYour learning experience is highlighted by roundtable interactions with multiple leaders and business partners, as well as the opportunity to shadow and learn about many departments of the client - including equity and options trading, client service, sales, brokerage clearing, and various other supporting segments of our firm. With our CAREERS approach, you will have the chance to understand what it means to have a career with the client. ‘Learn a ton, while you have some fun.’ Responsibilities:Provide direct, real-time support to clients via inbound phone calls in a fast-paced, market-sensitive environment.Demonstrate a sense of urgency and commitment to provide the highest level of client serviceCommunicate clearly and professionally with clients, employees, mentors and management through both verbal and written correspondence.Work as a member of a high-caliber team to solve problems.Requirements:This position is targeted to college students in their academic Junior or Senior yearAll majors will be considered if student can demonstrate a strong desire to work in a Client Service environment and learn more about the Financial Services industryTwo years of experience working in a service-oriented role is a plus, but not requiredAn understanding of basic Internet operations and knowledge of Windows based programs which require intermediate computer skillsAbility to quickly assimilate and understand computer systems and applicationsAbility to make decisions and operate efficiently in a fast-paced environmentAbility to perform multiple tasks and efficiently organize workMilitary experience may be substituted in lieu of education and/or experienceThanking you,Souvik BoseTechnical RecruiterExperis/ManpowerGroupPhone: +1 414-293-8306souvik.bose@experis.com100 Manpower Place | Milwaukee, WI 53212www.manpowergroup.com
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Client Protection Associate (Summer 2023 NY) at AlphaSights
Employer: AlphaSights Expires: 04/15/2023 Client Protection Associate – 2023 GradsAvailable start dates for this position: Summer 2023 (New York)About AlphaSights AlphaSights was born with a purpose: to unlock human knowledge and power progress. From our state-of-the-art offices in nine major world cities, we connect business leaders seeking knowledge with the experts who possess it. We’re one of the fastest-growing global companies, employing 1500+ colleagues from 60+ nationalities.What we doWe operate at the heart of the global knowledge economy, providing a suite of knowledge-on-demand services to investment funds, consultancies, Fortune 500 companies and nonprofits. Our clients use our services when evaluating critical investment and business decisions. We connect them with industry experts who possess specific knowledge that is otherwise unavailable to them. We’re a fast-paced, client-driven service organization. We respond to client inquiries within minutes and deliver within hours. When deadlines are tight, and when robust insight is make or break, our clients count on us.Client Protection is a dynamic and autonomous function designed to help our clients use our services and access knowledge safely. Our team reports directly into the General Counsel of AlphaSights and partners closely with our world-class Legal team. We have a wide remit and visibility, operating cross-functionally on a variety of levels within the business and with our clients.This is an exciting opportunity for meticulous team players with a background in operations, law, compliance, or risk management looking to transition into a high-growth commercial environment.Learn more about our Client Protection team by watching this video here.Client Protection Associate ResponsibilitiesWhat do you want your career to look like? Are you looking for an introduction to the worlds of risk management, law and business and exposure to a wide variety of clients and industries? A role offering autonomy, high responsibility and personal impact from day 1? A clear path towards a manager role where you can lead your own team, partner with senior stakeholders globally, make decisions with global impact and manage client relationships? If this resonates with you, read on.AlphaSights is composed of ambitious professionals committed to accelerating progress for our clients and helping them make more informed decisions. As a Client Protection Associate, you will be joining a high-performing global team that works closely with our core service delivery teams to ensure our clients are always served to the highest compliance standards while enabling AlphaSights’ fast-growing commercial success. You will monitor client requests, develop and implement new policies and compliance products, anticipate possible business roadblocks, train our employees, and provide guidance and advice to our delivery teams on a daily basis. You’ll need to think quickly and critically, have meticulous attention to detail, and strong verbal and written communication. You’ll be working on several short term and long term requests at once, you’ll quickly develop effective communication, prioritization and project and client management skills. On a day-to-day basis, you will:Monitor active projects to flag and mitigate potential risksProvide guidance to delivery teams on the projects they are working onWork with the rest of your regional and global team on long-term projects to anticipate, develop and set cutting edge industry standards in this rapidly growing sector. Collaborate with key internal stakeholders globally to drive progress, behavioral and procedural enhancementsDesign and implement global operational policies and processes that protect our clientsCreate and deliver tailored in-person and e-learning trainings to our delivery teamsThis is a fast-paced, cross-functional role with a clear focus on problem solving, attention to detail, creative thinking, innovation and results. Client Protection Associates who succeed at AlphaSights often embark on successful careers in compliance, risk or operational leadership.What We Look ForAlphaSights welcomes candidates with different backgrounds and experiences. Here are some qualities that many of our successful applicants possess:The drive and resilience to deliver excellent service amidst tight timelines and changing circumstancesCareer maturity and alignment – clarity of direction, commitment to getting there and awareness of how Client Protection at AlphaSights fits with your journeyPeople-oriented, emotionally intelligent team player – ability to de-escalate situations patiently and calmly, yet quickly and effectivelyStrong communication skills – ability to communicate complex topics clearly and effectively both in writing and in personCritical thinkers – comfortable assessing complex situations and making nuanced decisions based on policies and processes. RequirementsBachelor's degree, with strong academic credentials in any field and noteworthy extracurricular leadership0+ years of work experience; preferred in related fields such as law, risk management, consulting, operations or compliance. Recent graduates with high potential are also welcomedFluency in written and spoken English is essential. Fluency in a relevant foreign language is a plusTechnical skills:Proficiency in Excel, PowerPoint and WordProficiency in SQL is a strong plusExperience with multiple reporting mediums (e.g., Tableau, Periscope, etc.) is a plusCompensation and benefits Compensation: $73,000-80,000, 17 vacation days, 10 company holidays & business closure during winter holiday weekCoverage for up to 90% of your medical premiums and 75% of your dental and vision insurance premiums401(k) match - 4% of your total compensation matched dollar-for-dollarOption to WFH on Fridays Perks: Subsidized lunch, complimentary breakfast & snacks, corporate gym rates, and a MacBook Pro for workAlphaSights is an equal-opportunity employer. Read more about our commitment to DEI here.
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Treasury Analyst - Finance at Sterling Investors, LP
Employer: Sterling Investors, LP Expires: 04/17/2023 INTRODUCTIONSterling Investors, LP (“Sterling”) is a privately held, employee-owned real estate investment advisor that was founded in September 2019 by Khaled W. Kudsi, based on two simple philosophies: (i) the investor comes first and (ii) no one takes better care of assets than their owner.Sterling raised over $400 million of equity commitments from institutional investors. Sterling will pursue a broad range of value-add and opportunistic real estate-related investment opportunities across all asset classes in the U.S. and Western Europe.Mr. Kudsi has been actively investing in real estate for more than 20 years. Before founding Sterling Investors in 2020, Mr. Kudsi was at Northwood Investors. Mr. Kudsi joined Northwood Investors in 2010 and served as a Senior Managing Director from 2013 and then as Head of Acquisitions from 2017 until his departure in 2019. Prior to joining Northwood Investors, Mr. Kudsi was a Principal in the Real Estate team at The Blackstone Group for over nine years and was based out of London and New York.OUR TEAM AND CULTURESterling believes that if we serve our investors well, our success will surely follow. We intend to build a culture that reflects this belief and recognizes there is power in the alignment of interests and operating with integrity and transparency. Sterling seeks out and welcomes diversity of voices, thoughts, talent, and energy so we can continuously evolve and be at our best regarding values and achievement.The Role:Based in New York, Sterling seeks a detail-oriented Treasury Analyst to join the Finance Group. This is an exciting opportunity to join a best-in-class team as we continue to lead the business through cash and liquidity management. The position reports to the Controller and will provide exposure to various areas of the company while partnering closely with internal and external business partners to work through all cash & banking management plans. In this role, you will be required to analyze and interpret financial data, prepare treasury reports, and generate financial forecasts, develop efficient cash and banking management strategies, and contribute to projects as needed. The candidate will have strong verbal and written communication skills and effectively convey information within the company and to external service providers. We seek someone who can take the initiative while maintaining a strong sense of responsibility and is eager to learn and develop their skillset.Responsibilities include:• Oversee day-to-day financial activities (e.g., Bank reconciliations, AP and AR maintenance, and coordination and analysis of banking fees)• Administering opening and closing bank accounts• Maintaining a comprehensive list of all accounts, users, and access type• Preparing outgoing wires, internal transfers, and ACH vendor payments and confirming the accuracy of incoming wires• Maintaining DACA Accounts in line with DACA and loan agreements• Processing and reporting of annual Form 1099• Documenting transactions and updating ledgers and the financials database• Assisting in the preparation of financial forecasts such as revenue, expenses, and loan estimations• Supporting quarterly and annual compliance and audit request (e.g., Lender certifications and loan and bank confirmations)• Participate in treasury projects that drive operational improvements, including enhancing finance software, and other cross-functional initiatives• Assists with the review of Concur expense reports and ensuring compliance with the firm’s policies• Assist with employees Concur expense reports and inquiriesThe Candidate Required - The successful candidate will have at least 3-4 years of relevant Finance or Accounting experience within Finance, real estate, or banking and will possess the following: · Bachelor’s degree in Finance/Accounting, Economics, or a related major· Must have advanced proficiency with Excel spreadsheets, Word documents, and PowerPoint presentations· Working knowledge of treasury operations, payment methods, and general banking services and products, including online banking and or treasury management systems· Proactive, hands-on, detail-oriented, strong organizational skills and a commitment to a high-quality work product· Entrepreneurial mindset, strong sense of personal integrity, self-starter who can function independently and as part of a team· Ability to manage multiple priorities in a growing real estate investment company· An enthusiastic team member who collaborates well with others and builds strong working relationships, both internally and externally· Certified Treasury Professional (CTP) designation preferredWe are not sponsoring visas currently.
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