Executive Assistant, Compliance and Finance

2 weeks ago

Morristown, United States Allied Personnel, Inc. Full time
Job DescriptionJob Description

Executive Assistant, Finance & Compliance

We are seeking an Administrative Assistant to provide support for the finance, compliance, and legal team. The Administrative Assistant will assist team members and handle various tasks across the finance, compliance, and legal functions and will gain exposure to a variety of business activities. As part of the team, the successful candidate must be able to take direction and also work independently, be proficient in Microsoft Excel, and use excellent organizational skills to accomplish tasks.

Responsibilities

· Assist with administering and monitoring the firm’s finance and compliance policies and procedures related to its corporate and business activities

· Assist CFO and Controller in maintaining corporate books and records in QuickBooks

· Manage the process of reviewing and paying invoices on behalf of the firm

· Reconcile corporate credit cards with supporting invoices/receipts

· Assist with corporate finance activities and various annual corporate registration and tax filings (such as use tax filings)

· Assist with document requests related to the annual corporate audit and annual SOC 1 internal control examination

· Maintain list of department deliverables to clients and service providers and log and track items to ensure timely delivery

· Assist with preparing and reviewing finance and compliance reports for clients, including monthly and quarterly certifications and questionnaires

· Assist with preparation of quarterly client invoices and log invoices into QuickBooks

· Update internal account performance reporting system and export the data for use by other departments

· Assist with annual and quarterly broker reviews and annual vendor reviews

  • Provide rotational back-up phone support to the main receptionist by answering and routing firm phone calls

· Assist in ad hoc requests, special projects, and administrative tasks

 

Qualifications

· 2-5 years’ experience in administrative and/or operational support at a financial firm or with a finance department

· Bachelor’s degree preferred

· Strong reconciliation skills and the ability to identify and correct accordingly

· Understanding of finance and compliance principles a plus

  • Proficient in MS Office, including Excel
  • Excellent verbal and written communication skills
  • Strong organizational skills with the ability to both take direction and to work independently
  • Willingness to pitch in and help with tasks as needed
  • Ability to handle confidential information with discretion

 

 

Company DescriptionSince 1982 Allied Personnel, Inc. has been a premier staffing firm working with the finest corporations in Pharmaceutical, Consulting, Financial Service, Non-Profit, Manufacturing and Professional Services. Contact us for job placement representation.Company DescriptionSince 1982 Allied Personnel, Inc. has been a premier staffing firm working with the finest corporations in Pharmaceutical, Consulting, Financial Service, Non-Profit, Manufacturing and Professional Services. Contact us for job placement representation.

  • PEPI: Associate, CFO Services

    4 weeks ago

    Morristown, United States Alvarez and Marsal Full time

    Description Alvarez & Marsal Private Equity Performance Improvement Associate, CFO Services - (Digital Finance)OVERVIEW:A&M’s Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to improve...

  • PEPI: Director, CFO Services

    4 weeks ago

    Morristown, United States Alvarez and Marsal Full time

    Description Alvarez & Marsal Private Equity Performance Improvement Director, CFO Services - (Digital Finance)OVERVIEW:A&M’s Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to improve...

  • PEPI: Senior Associate, CFO Services

    4 weeks ago

    Morristown, United States Alvarez and Marsal Full time

    Description Alvarez & Marsal Private Equity Performance Improvement Senior Associate, CFO Services - (Digital Finance)OVERVIEW:A&M’s Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to...

  • Tax Compliance Manager I In Morristown, NJ

    3 weeks ago

    Morristown, United States WorkStaff USA Staffing Agency LLC Full time

    About the job Tax Compliance Manager I In Morristown, NJ PostJobMatches By WorkStaff USA is a leading staffing agency in the job placement industry, providing top-notch professionals to facilities across the country. Our team of experienced recruiters work together to match the best candidates with the right job opportunities. Today we are seeking a Tax...

  • Tax Director

    2 weeks ago

    Morristown, United States Regal Executive Search Full time

    Job Description Tax Director Overview The Tax Accounting Services practice in Morristown, NJ is seeking to further expand its tax services practice with the addition of a Director of Tax, specializing in ASC 740 accounting for income taxes. While this practice primarily focuses on tax provision consulting and compliance services, the Tax Accounting Services...

  • Compliance Analyst II

    3 weeks ago

    Morristown, United States Santander Full time

    Compliance Analyst IICountry: Germany Analyst Geldwäscheprävention / Sanktionen Division/Soc: SCIB Area: Compliance Location: Frankfurt am Main WHY YOU SHOULD CONSIDER THIS OPPORTUNITY At Santander CIB () we are key players in the transformation of the financial sector, and we support our clients in their transformation and growth journey.Do you...

  • PEPI: Associate, CFO Services

    3 weeks ago

    Morristown, Tennessee, United States Alvarez and Marsal Full time

    Description Alvarez & Marsal Private Equity Performance Improvement Associate, CFO Services - (Digital Finance)OVERVIEW:A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to improve...

  • Contract Compliance

    7 days ago

    Morristown, United States Morris County (NJ) Full time

    Description Workforce Development Board of Northwest New Jersey (WDBNNJ) is seeking a candidate for Contract Compliance Business Engagement Specialist position. This position is responsible for ensuring contracts provided to businesses are compliant with USDOL, NJDOL, WDB WIOA policies and County of Morris contract and procurement practices. Additionally,...

  • Business Development

    2 weeks ago

    Morristown, United States First Citizens Bank Full time

    OverviewFirst Citizens Equipment Finance is a full-service, vendor-centric lending/leasing business unit. We provide a wide array of lending and leasing products/solutions to customers ranging in size from small/medium businesses to enterprise entities through its affiliation/alignment with OEM equipment vendors, their distributors, resellers, and dealers. ...

  • Business Development

    1 week ago

    Morristown, United States First Citizens Bank Full time

    OverviewFirst Citizens Equipment Finance is a full-service, vendor-centric lending/leasing business unit. We provide a wide array of lending and leasing products/solutions to customers ranging in size from small/medium businesses to enterprise entities through its affiliation/alignment with OEM equipment vendors, their distributors, resellers, and dealers. ...

  • Executive Director, Good Grief

    4 weeks ago

    Morristown, United States Charity Search Group Full time

    Job DescriptionJob DescriptionPosition Title: Executive DirectorReports to: Board of Directors Position: Full-Time, ExemptLocation: Morristown, NJ or Princeton NJ, OnsiteSalary: $130K - $145K annuallyAbout Good GriefGood Grief's mission is to provide support and resources for grieving children, families, and communities, fostering resilience and healing...

  • PEPI: Manager, CFO Services

    4 weeks ago

    Morristown, United States Alvarez and Marsal Full time

    Description PEPI - CFO Services – ManagerOVERVIEW:A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through...

  • PEPI: Manager, CFO Services

    3 weeks ago

    Morristown, Tennessee, United States Alvarez and Marsal Full time

    Description PEPI - CFO Services – ManagerOVERVIEW:A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through...

  • Billing Coordinator

    2 weeks ago

    Morristown, Tennessee, United States Alvarez and Marsal Full time

    Description Job DescriptionThe Financial Analyst - Revenue Accountant will oversee all billing and collections processes for the Private Equity Performance Improvement Practice on a daily basis. They will coordinate across our Sub Business Units (e.g. Commercial Operations, CFO Services, Merger and Acquisition Services) as well as our Corporate Finance...

  • PEPI - CFO Services – Manager, FP&A

    4 weeks ago

    Morristown, United States Alvarez and Marsal Full time

    Description PEPI - CFO Services – ManagerOVERVIEW:A&M CFO Services works with private equity-held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits...

  • PEPI - CFO Services – Manager, FP&A

    3 weeks ago

    Morristown, Tennessee, United States Alvarez and Marsal Full time

    Description PEPI - CFO Services – ManagerOVERVIEW:A&M CFO Services works with private equity-held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits...

  • Director Investment Operations

    2 weeks ago

    Morristown, NJ, United States CIT Full time

    OverviewThe Director of Investment Operations is a key leader in the Global Finance Organization and is responsible for overseeing the Investments Operations Team which is comprised of Middle Office and Back Office.  Investment Operations Middle Office and Back Office support multiple trading desks such as Treasury, Commercial Finance Capital Markets, and...

  • Risk Analyst II

    2 weeks ago

    Morristown, United States First Citizens Bank Full time

    Overview: This position is responsible for researching, developing, data gathering, and executing risk procedures on an advanced level in support of assigned business units. Evaluates potential losses while implementing solutions to minimize or eliminate risk. Recommends improvements to current processes and procedures, and ensures compliance with relevant...

  • Assistant Controller

    3 weeks ago

    Morristown, United States The Work In Me, LLC Full time

    Our client is a world-class producer of aero engine and industrial gas turbine components and is publicly traded. They hold the top global position in their area of aerospace manufacturing and have a rich history of growth and evolution over the last 75 years. The company culture is fantastic, offering great exposure and growth opportunities. In 2022, Forbes...

  • Assistant Controller

    4 weeks ago

    Morristown, United States The Work In Me, LLC Full time

    Job DescriptionJob DescriptionOur client is a world-class producer of aero engine and industrial gas turbine components and is publicly traded. They hold the top global position in their area of aerospace manufacturing and have a rich history of growth and evolution over the last 75 years. The company culture is fantastic, offering great exposure and growth...