Current jobs related to Financial Management Expert - Phoenix, Arizona - James David Staffing

  • Financial Management Expert

    2 weeks ago

    Phoenix, Arizona, United States Aston Carter Full time

    About the RoleWe are looking for an experienced Financial Management Expert who can oversee the management of Costpoint accounting system for billing, invoicing, accounts receivable, cash management, monthly closing, and financial reporting.Key Skills and Qualifications:Proficiency in accounting, accounts payable, accounts receivable, reconciliation, general...

  • Financial Services Specialist

    2 weeks ago

    Phoenix, Arizona, United States PNC Financial Services Group Full time

    About the RoleThis is an exciting opportunity to join our Commercial Sales organization as a Treasury Management Officer. In this role, you will be responsible for managing complex financial relationships with our commercial clients, providing expert advice on treasury management strategies, and developing customized solutions to meet their financial goals....

  • Financial Advisor

    1 week ago

    Phoenix, Arizona, United States Alerus Financial Full time

    We are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered. Open to candidates located in Phoenix, AZ or Denver, CO. WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals....

  • Financial Relationship Manager

    2 weeks ago

    Phoenix, Arizona, United States PNC Financial Services Group Full time

    We are looking for a results-driven Financial Relationship Manager to join our team at PNC Financial Services Group. As a Financial Relationship Manager, you will play a critical role in strengthening customer relationships and identifying opportunities to improve their financial well-being. You will work closely with our customers to understand their needs...

  • Financial Analyst

    2 days ago

    Phoenix, Arizona, United States Everstead Financial Full time

    About the Role: We are seeking a detail-oriented Project Financial Analyst to join our dynamic finance team at Everstead Financial. In this pivotal role, you will drive financial planning, analysis, and reporting for multiple projects across the organization. You'll partner with project managers and department leaders to ensure projects are financially...

  • Middle Market Finance Manager

    1 week ago

    Phoenix, Arizona, United States BOK Financial Full time

    About the RoleThe Credit Products Underwriter III is primarily responsible for analyzing clients' financial information, designing and executing solutions for complex transactions, and providing expert counsel to Relationship Managers. This role requires a strong understanding of credit risk assessment, financial analysis, and industry trends. The successful...

  • Senior Underwriter Manager

    1 week ago

    Phoenix, Arizona, United States BOK Financial Full time

    Key ResponsibilitiesUnderwriting Complex Transactions: Prepare detailed financial underwriting on middle market to corporate level transactions, which have a significant impact on profits for the lending division.Collaborate with RM's: Work closely with Relationship Managers to design and execute deals, provide expert counsel, and assist in generating...

  • Financial Planning Expert

    20 hours ago

    Phoenix, Arizona, United States TrustBank Full time

    At TrustBank, we are seeking a highly skilled Financial Planning Expert to join our Wealth Management team. As a key member of our dynamic team, you will play a vital role in helping us exceed our clients' expectations and achieve their financial goals.The ideal candidate will have a Bachelor's degree in finance or a related field, with a strong background...

  • Financial Crimes Compliance Expert

    1 week ago

    Phoenix, Arizona, United States First Citizens Bank Full time

    Job SummaryWe are seeking an experienced Financial Crimes Compliance Expert to join our team. As a key member of our Financial Crimes Department, you will be responsible for identifying and managing existing and emerging risks related to financial crimes, including sanctions, AML, and KYC.Key ResponsibilitiesLead efforts to identify and manage existing and...

  • Financial Guidance Expert

    1 week ago

    Phoenix, Arizona, United States Davis Family Financial, LLC Full time

    Job OpportunityDavis Family Financial, LLC is seeking a highly motivated Wealth Advisor to join our team. As part of our team, you will have the chance to work in a dynamic and supportive environment where your expertise and passion for financial planning will be valued.Responsibilities and RequirementsWe are looking for a candidate who can analyze clients'...

  • Financial Services Account Manager

    6 days ago

    Phoenix, Arizona, United States OneMain Financial Full time

    About OneMain FinancialOneMain Financial is the leader in offering nonprime customers responsible access to credit. We are dedicated to improving the financial well-being of hardworking Americans by providing personalized loan solutions that meet their unique needs.At OneMain Financial, we value diversity, equity, and inclusion, and strive to create a...

  • Financial Risk Management Expert

    2 weeks ago

    Phoenix, Arizona, United States USAA Full time

    **Empowering Financial Security**As a Financial Risk Management Expert at USAA, you will play a critical role in empowering our members to achieve financial security through highly competitive products and exceptional service.Our mission is to be the #1 choice for the military community and their families. We seek a talented individual with advanced...

  • Financial Services Consumer Bank Project Manager

    6 days ago

    Phoenix, Arizona, United States Synchrony Financial Full time

    About Synchrony Financial:At Synchrony Financial, we believe that everyone deserves to achieve their financial goals. We offer a range of consumer financing products and services designed to help individuals and families build credit, purchase big-ticket items, and achieve financial stability. Our commitment to innovation, quality, and customer satisfaction...

  • Financial Analyst Expert

    6 days ago

    Phoenix, Arizona, United States STAFFING FISH LLC Full time

    About the JobWe are seeking a skilled Financial Analyst Expert to join our team at STAFFING FISH LLC. As an Accounting Analyst, you will be integral in analyzing financial data, refining accounting processes, and upholding the accuracy of financial information within our manufacturing operations.Key Responsibilities:Analyze financial performance metrics...

  • Financial Services Professional

    1 week ago

    Phoenix, Arizona, United States Davis Family Financial, LLC Full time

    OverviewDavis Family Financial, LLC is a dynamic and supportive environment where financial experts can thrive. Our team of professionals is dedicated to providing top-notch financial services to clients in Phoenix and beyond.ResponsibilitiesAnalyze clients' financial needs and goals to develop personalized investment strategies.Implement plans to help...

  • Financial Reporting Manager

    1 week ago

    Phoenix, Arizona, United States Confluent Full time

    About the JobConfluent is looking for a seasoned Senior Manager of Technical Accounting and Financial Reporting to help drive our continued growth. As a key member of our finance team, you will be responsible for managing financial reporting processes, building relationships with stakeholders, and ensuring compliance with regulatory requirements.This is an...

  • Multilingual Financial Relationship Manager

    2 weeks ago

    Phoenix, Arizona, United States PNC Financial Services Group Full time

    PNC Financial Services Group is a leading financial institution committed to delivering exceptional customer experiences. As a Bilingual Personal Banking Specialist, you will play a crucial role in fostering strong relationships with customers and identifying opportunities to improve their financial well-being.Job DescriptionSales and Service Activities:...

  • Financial Data Integration Expert

    1 week ago

    Phoenix, Arizona, United States USAA Full time

    Job DescriptionWe are seeking a highly skilled Financial Data Integration Expert to join our Business Applications team. As a key member of our team, you will be responsible for maintaining and optimizing the Oracle Cloud EPM Financial Consolidation and Close (FCCS) application.Your primary responsibility will be to design and implement financial data...

  • Treasury Management Professional

    2 weeks ago

    Phoenix, Arizona, United States PNC Financial Services Group Full time

    What You'll DoAs a Treasury Management Officer, you will play a critical role in helping our commercial clients achieve their financial objectives. You will work closely with our clients to understand their unique needs and develop customized solutions to meet their goals. This may involve analyzing financial data, identifying trends and opportunities, and...

  • Financial Services Manager

    2 weeks ago

    Phoenix, Arizona, United States PNC Financial Services Group Full time

    About UsPNC Financial Services Group is committed to delivering exceptional customer experiences through our Retail Branch organization. We seek a skilled Financial Services Manager to lead our team and drive sales growth.Key Responsibilities:Develop and implement strategies to increase sales and revenue.Coach and mentor branch staff to deliver exceptional...

Financial Management Expert

3 weeks ago

Phoenix, Arizona, United States James David Staffing Full time

James David Staffing, a thriving public accounting firm, is hiring an accomplished Financial Management Expert. This pivotal role encompasses reviewing financial statements, month-end close processes, reporting, and mentoring team members. The selected candidate will contribute significantly to the company's growth by leading the team and providing expert guidance.

  • Guide and manage a team of accountants
  • Review and perfect financial statements and month-end close process
  • Create detailed reports
  • Interact with clients occasionally
  • Analyze issues and find solutions
  • Collaborate on budgeting and forecasting initiatives
  • Carefully examine internal controls and propose improvements.
  • Support the development of business valuations and feasibility studies.
  • Remain updated on industry developments, accounting standards, and tax laws.

The desired candidate will have:

  • Bachelor's degree in accounting or related field required
  • CPA certification required or in progress
  • At least 5 years of experience in accounting needed
  • Supervisory or mentoring background crucial
  • Prior experience in public accounting highly beneficial
  • Proficiency in Excel skills necessary (pivot tables, vlookups...)