Director | Financial Services

2 weeks ago

Michigan City IN, United States CBIZ Full time

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.   CBIZ is honored to be the recipient of several national recognitions for 2023:    Best and Brightest Companies to Work for in the Nation Top Workplaces USA Top Workplaces – Financial Services IndustryBest and Brightest Companies in Wellness Great Place to Work Certification Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. .CBIZ Somerset is a relationship driven accounting and advisory firm that is always looking for smart, ambitious, friendly people for our office locations in Indianapolis, Fort Wayne, and Michigan City We are currently seeking an experienced public accounting professional with a Tax or Audit background for an exciting leadership opportunity in Michigan City, Indiana The Director will play a pivotal role in managing client relationships and ensuring the delivery of high-quality audit, tax, and advisory services for our Michigan City office.Essential Functions and Primary Duties Oversee Tax/Audit engagements and serve as the primary point of contact for a diverse portfolio of clientsBuild and maintain strong client relationships based on trust and exceptional serviceLead and mentor a team of managers, staff, and administrative professionals fostering a culture of collaboration and professional growthExpand revenue of existing clientsResponsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practiceRepresent the firm at networking events, local community activities, and participating in industry associations.Identify opportunities to generate new business and expand revenue through client referrals and cross-selling firm services.Manage practice effectively by meeting billing, realization, days outstanding and individual charge hour objectivesEnsure compliance and quality control standards are metAdditional responsibilities as assigned Preferred QualificationsMaster’s degree in Accounting, Taxation or related fieldCPA license10+ years’ experience in public accounting (tax or audit)Exceptional leadership and interpersonal skills with the ability to motivate teams and foster a collaborative and inclusive culture.Deep understanding of accounting principles, financial reporting requirements, and regulatory compliance in the context of public accountingExcellent communication and business development acumen with proven success managing client relationships and driving revenue growth Minimum Qualifications Bachelor’s degree required8 years of experience in public accounting or related field6 years of supervisory experienceMust have active CPA or equivalent certification#LI-AE1#LI-Hybrid

  • Social Services Director

    2 days ago

    Michigan City, United States Life Care Center of Michigan City Full time

    Position DetailsEmployment Status: Full-Time Shift: Day Position Summary The Social Services Director plans, organizes, develops, and directs the overall operation of the Social Services department to ensure all medically related emotional and social needs of patients are met in accordance with all applicable laws, regulations, and Life Care standards....

  • Client Service Associate

    3 weeks ago

    Kalamazoo, Michigan, United States Kestra Financial Independent Advisor Full time

    Summary: Financial Plan ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and...

  • Financial Director

    2 weeks ago

    Sac City, United States 44i Full time

    Description : Responsible for all financial record keeping duties as appropriate to the Howard Center, Inc. day-to-day operations. Direct supervision of consumers is not required of this position; however, some direct care is involved as this position assists Service Coordinators in assuring consumers’ personal finances are correctly recorded. This job has...

  • Financial Director

    1 week ago

    Sac City, United States Howard Center Full time

    Job Description Job Description Description : Responsible for all financial record keeping duties as appropriate to the Howard Center, Inc. day-to-day operations. Direct supervision of consumers is not required of this position; however, some direct care is involved as this position assists Service Coordinators in assuring consumers’ personal finances are...

  • Financial Director

    4 weeks ago

    Sac City, United States Howard Center, Inc. Full time

    Job DescriptionJob DescriptionDescription: Responsible for all financial record keeping duties as appropriate to the Howard Center, Inc. day-to-day operations. Direct supervision of consumers is not required of this position; however, some direct care is involved as this position assists Service Coordinators in assuring consumers’ personal finances are...

  • Director, Financial Reporting

    2 weeks ago

    League City, United States Insight Global Full time

    A premier client in the Insurance space is seeking a Director of Financial Reporting to effectively support and lead high priority initiatives. This person's experience in financial analysis and preparation, GAAP and/or STAT accounting, project management, system implementations, participation in year-end closings, and the ability to effectively lead by...

  • Maintenance Director

    4 weeks ago

    Ypsilanti, Michigan, United States Continuum Services Full time

     : Maintenance Director Position Summary: Under the general direction of the Regional Director, the primary responsibilities of the Maintenance Director include the overall maintenance/upkeep of a Senior Living Community (facility and grounds) including preventative maintenance, repairs and...

  • Maintenance Director

    3 weeks ago

    Westland, Michigan, United States Continuum Services Full time

     : Maintenance Director Position Summary: Under the general direction of the Regional Director, the primary responsibilities of the Maintenance Director include the overall maintenance/upkeep of a Senior Living Community (facility and grounds) including preventative maintenance, repairs and...

  • Financial Reporting Controls Director

    4 weeks ago

    Oklahoma City, United States Gilder Search Group Full time

    Ncite Partner is currently partnering with a quickly growing company that is seeking a Financial Reporting Controls Director. Highlights Director position focused on financial reporting compliance and audit for a strong Oklahoma-based financial firm Strong and stable leadership with lots of room for growth Proven track record of audit and public accounting...

  • Director, Financial Planning

    2 weeks ago

    Kansas City, United States Hawaiian Bros Island Grill - Field Support Full time

    Job Description Job Description Hawaiian Bros Inc. - Seeking a Visionary Director of Financial Planning & Analytics to Join Our 'Ohana Embrace the Aloha Spirit in Every Number At Hawaiian Bros, we're not just about serving great food; we're about creating a family ('ohana) that lives the Aloha Spirit. This spirit of harmony, respect, and positivity isn't...

  • Director of Finance

    3 weeks ago

    Kansas City, United States The Kansas City Public Library Full time

    Job Type Full-time Description Job Summary Reporting to the Assistant Director / Chief Operating Officer, the Director of Finance / Chief Financial Officer is responsible for directing and managing all financial operations of the Library within the Library's approved framework of goals, objectives, policies, and procedures; works closely with executive...

  • Voya Financial Ellicot City Financial Advisor

    3 weeks ago

    Ellicott City, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Ellicot City Financial Advisor — 403(b)/457(b) Retirement ProfessionalVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Ellicot City area to work plan sponsor...

  • Administrative Assistant

    4 weeks ago

    Sun City West, United States Raymond James Financial Full time

    Job DescriptionJob DescriptionPOSITION OVERVIEWAdministrative/Receptionist position that assists the Sr Branch Sales Assistant.Varied responsibilities. REQUIRMENTSMinimum of 5 years Customer ServiceFinancial Services experience is a plusWorking knowledge of Microsoft Word, Excel, Internet and EmailAbility to type 35 wpm or moreAbility to prioritize...

  • Director of Laboratory Services

    2 days ago

    Midland, Michigan, United States MyMichigan Health Full time

    Summary: This Interim Director position is primarily accountable for the planning, implementation and operation of MyMichigan laboratory departments in order to meet the needs of the organization; Provides leadership and expertise in the management of the department; Has accountability for human resource management, financial management, and quality...

  • Director, Financial Planning

    2 weeks ago

    Kansas City, United States Hawaiian Bros Island Grill - Field Support Full time

    Job DescriptionJob DescriptionHawaiian Bros Inc. - Seeking a Visionary Director of Financial Planning & Analytics to Join Our 'OhanaEmbrace the Aloha Spirit in Every NumberAt Hawaiian Bros, we're not just about serving great food; we're about creating a family ('ohana) that lives the Aloha Spirit. This spirit of harmony, respect, and...

  • Financial Advisor

    1 month ago

    Sioux City, United States Insight Financial Planning Full time

    Job DescriptionJob Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing...

  • Paraplanner - Financial Services

    2 weeks ago

    Kansas City, United States SSG, LLC. Full time

    Job DescriptionJob DescriptionA growing Kansas City Wealth Management firm is adding a para planner to their staff.The Paraplanner role makes a significant contribution to an advisory practice by providing comprehensive technical support for the financial planning process. It leverages an advisor’s time by providing research and accurate data for financial...

  • Voya Financial Ellicot City Financial Advisor

    1 week ago

    Ellicott City, United States Voya Financial Advisors Inc Full time

    Voya Financial Ellicot City Financial Advisor - 403(b)/457(b) Retirement Professional Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Ellicot City area to work plan sponsor relationships. This position...

  • Sales Director, Financial Institutions

    1 week ago

    Salt Lake City, United States Vericast Full time

    Job Description *Position is open to candidates residing in the Mountain and Pacific time zones only. Position Summary: The Director of Sales is responsible for achieving and exceeding revenue and operating goals in the Financial Institution industry through management of all resources. The Director will work with Senior Leadership to set the strategic...

  • Director Financial Planning Analysis

    3 weeks ago

    Redwood City, United States Imperva Full time

    DIRECTOR, FINANCIAL PLANNING & ANALYSIS reporting to the Vice President, Financial Planning & Analysis. The Director of FP&A will be a key leader within the FP&A team, focused on orchestrating the budgeting and forecasting cycles within the company, and producing relevant and actionable management reporting and analytics. This is a full-time position based...