Financial Services Manager
1 week ago
Regional CPA firm seeking an experienced Financial Services Manager / Senior Manager with expertise in professional services firms.
About the Role:- Responsible for managing multiple auditing and accounting projects and client engagements.
- Oversee planning and execution of the full scope of audits for various businesses.
- Prepare, review, and analyze financial statements.
- Simultaneously, schedule, staff, and coordinate engagement workflow.
- Train and develop staff members.
- CPA certification.
- (5) years of audit experience in public accounting.
- 3-5 years of recent managerial experience in a public accounting firm.
- A strong presence in engagements with professional services firms (60%).
- Strong leadership skills, ability to participate in and manage teams.
- Familiarity with laws and regulatory compliance.
- Exceptional communication, research, analytical, and writing skills.
We offer a competitive annual salary range of $80,000 - $110,000, commensurate with experience.
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Financial Services Associate
7 days ago
New York, New York, United States Primerica Financial Services Full timeJob OverviewWe are seeking a motivated and detail-oriented Financial Services Associate to join our team at Primerica Financial Services.
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Financial Services Accountant Professional
3 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeAbout Phaxis - Financial ServicesWe are a leading financial services company looking for an experienced Senior Accountant to join our team.
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Financial Services Coordinator
1 week ago
New York, New York, United States Phaxis - Financial Services Full timeAt Phaxis - Financial Services, we are seeking a skilled Billing Coordinator to join our team.The ideal candidate will have experience with ebilling using various vendor websites, ensuring billing compliance, and researching billing issues.Key responsibilities include generating pre-bills drafts monthly, utilizing ebilling platforms, and preparing complex...
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Financial Services Professional
7 days ago
New York, New York, United States Phaxis - Financial Services Full timePhaxis - Financial Services is seeking a skilled Staff Accountant to join our team.Job DescriptionWe are looking for an experienced professional to assist with monthly, quarterly and year-end close processes.The ideal candidate will have expertise in preparing bank reconciliations and journal entries, as well as assisting with budgets and...
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Financial Services Intern
1 week ago
New York, New York, United States Voya Financial Full timeAbout the OpportunityThis role offers an exciting chance to contribute to the servicing of key intermediary sales relationships. As a financial services intern, you will develop a deep understanding of major financial intermediaries and collaborate with Business Development Managers to build effective solutions using Voya Investment Management resources and...
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Senior Financial Relationship Manager
4 days ago
New York, New York, United States Voya Financial Full timeCompany OverviewVoya Financial is a leading provider of investment and retirement solutions. We believe that everyone deserves access to financial opportunities, and our mission is to help individuals and communities achieve their financial goals.SalaryThe estimated annual salary for this position is $120,000 - $150,000, depending on location and...
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Financial Analyst Professional
1 week ago
New York, New York, United States Phaxis - Financial Services Full timeJob Title: Financial Analyst ProfessionalAbout Us: Phaxis - Financial Services is a leading financial services company dedicated to providing top-notch accounting solutions. Our team is passionate about delivering exceptional results and building long-lasting relationships with our clients.Job Description:We are seeking a highly skilled Senior Accountant to...
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Strategic HR Business Partner for Phaxis
1 week ago
New York, New York, United States Phaxis - Financial Services Full timeAbout Phaxis - Financial ServicesWe are a leading financial services company committed to delivering exceptional results.Our team is passionate about making a difference in the lives of our clients and stakeholders.Salary and BenefitsThe estimated salary for this role is $65,000 - $85,000 per year, depending on experience.We offer a comprehensive benefits...
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Senior Financial Services Coordinator
1 week ago
New York, New York, United States Cetera Financial Group Full timeJob SummaryWe are seeking a highly organized and detail-oriented Senior Financial Services Coordinator to support our Registered Representatives with their day-to-day investment practice. This role is ideal for someone with 3+ years of experience in the financial services industry, who is passionate about delivering exceptional client service.In this role,...
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Financial Services Professional
4 days ago
New York, New York, United States Phaxis - Financial Services Full timeJob TitleAccounts Payable SpecialistAbout UsWe are Phaxis - Financial Services, a leading financial services provider dedicated to delivering exceptional accounting solutions.Compensation PackageThe estimated salary for this role is $50,000 - $70,000 per annum, depending on location and experience.Job DescriptionKey ResponsibilitiesAccurate entry of purchase...
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Senior Financial Manager
1 week ago
New York, New York, United States Creative Financial Staffing Full timeAbout the CompanyCreative Financial Staffing is a leading staffing agency specializing in financial placements.Job SummaryWe are seeking an experienced Senior Financial Manager to join our team in New York City. As a key member of our finance department, you will be responsible for verifying, allocating, and posting details of business transactions to the...
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Senior Financial Manager NY
4 days ago
New York, New York, United States Creative Financial Staffing Full timeAbout the RoleWe are seeking an experienced Senior Financial Manager to join our team at Creative Financial Staffing.Job SummaryThe ideal candidate will have 7+ years of relevant experience in financial management, with a strong background in accounting and finance. A CPA certification is a must, and experience working with non-profit organizations is...
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Financial Services Expert
2 weeks ago
New York, New York, United States Equitable Services Full timeAs a financial services expert at Equitable Advisors, you will have the opportunity to help individuals and businesses secure their financial well-being. Our team is driven by our mission to provide customized financial strategies and deliver exceptional customer experiences. We value diversity, equity, and inclusion, and foster an environment where everyone...
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Financial Sales Specialist
6 days ago
New York, New York, United States Phaxis - Financial Services Full timeCompany OverviewPhaxis - Financial Services is a leading organization dedicated to providing exceptional financial solutions. Our mission is to empower individuals and businesses to achieve their goals through innovative and tailored approaches.
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Senior Financial Analyst
1 week ago
New York, New York, United States Phaxis - Financial Services Full timeJob OverviewAt Phaxis - Financial Services, we are seeking an experienced Grant Accountant to join our team.The ideal candidate will have a strong background in accounting and billing, with expertise in preparing and maintaining claims for government and outside agencies.In this role, you will be responsible for generating reports, assisting with journal...
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Chief Financial Reporting Officer
1 week ago
New York, New York, United States Phaxis - Financial Services Full timeJob OverviewWe are seeking a highly skilled Chief Financial Reporting Officer to join our team at Phaxis - Financial Services.
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Chief Financial Operations Specialist
1 week ago
New York, New York, United States Phaxis - Financial Services Full timeJob DescriptionPhaxis - Financial Services seeks an experienced Chief Financial Operations Specialist to support the financial operations team. This role involves assisting with month-end close procedures, booking journal entries, and investigating variances in financial data.The ideal candidate will have strong analytical skills and be able to prepare and...
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Financial Portfolio Manager NY
4 days ago
New York, New York, United States Creative Financial Staffing Full timeJob Overview:The Creative Financial Staffing team is seeking a highly skilled Portfolio Controller to join our prestigious real estate portfolio management division. As a key member of our team, you will play a pivotal role in optimizing financial operations and providing strategic insights to drive business growth.About the Role:This is an exceptional...
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Financial Planning and Analysis Specialist
1 week ago
New York, New York, United States Phaxis - Financial Services Full timeJob SummaryWe are seeking a skilled Accounting and Financial Reporting professional to join our team at Phaxis - Financial Services.Key Responsibilities:Assist with monthly, quarterly, and year-end close processes.Prepare accurate bank reconciliations and journal entries.Support the development and maintenance of budgets and forecasts.Contribute to variance...
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Financial Planning Assistant Manager
5 days ago
New York, New York, United States Creative Financial Staffing Full timeWealth Management Associate Opportunity in NYCOur client, a boutique investment management firm based in Manhattan, is seeking an experienced administrative professional to support the Founder.This role offers a great stepping stone for someone interested in the Financial Planning space and looking to gain exposure to various online tools such as Charles...