Financial Assurance Professional

1 week ago

Marlton, New Jersey, United States Marcum LLP Full time

About Marcum LLP

Marcum LLP is a leading accounting and consulting firm that offers a great career with exceptional benefits.

We are committed to providing our clients with a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.

Responsibilities:

  • Be familiar with Firm's procedures, forms, and online research tools to ensure efficient and accurate work.
  • Participate and provide input in planning meetings to help determine audit risks and develop substantive testing plans.
  • Perform substantive testing of account balances which support client financial statements to determine reliability of those financial statements.
  • Use acquired relevant understanding of AICPA standards along with the Firm's quality control policies and procedures to apply professional judgment in the preparation and development of workpapers to support work completed during an audit or review.
  • Assess prior year engagement (if applicable) and evaluate based on audit risk determinations made during the planning stages to execute the engagement plan in various areas including, but not limited to, cash, receivables, inventory, fixed assets, accounts payable, accrued expenses, revenue, and expense.
  • Become proficient with firm software to stay up-to-date with industry standards.
  • Responsible for monitoring actual time versus budgeted time for areas of responsibility.
  • Work with clients and other team members to ensure information is delivered/received in a timely manner to complete the engagement while applying specialized training for the accounting industry.
  • Identify and communicate issues that arise to the engagement team in a timely manner; communicate status of work appropriately.
  • Accurately document the execution of specific review and audit procedures performed.
  • Conduct oneself professionally as a representative of the Firm.
  • Bring potential opportunities to the team or Partner's attention.
  • Maintain and apply a healthy level of professional skepticism to help identify and deliver proper reporting and opinions on financial statements as applicable.

Professional Development:

  • Continue to work towards advancing technical knowledge and working knowledge of GAAP, GAAS and other relevant professional standards.
  • Keep current on professional pronouncements (i.e. FASB/ASC pronouncements).
  • Maintain annual CPE requirement.
  • Properly track and charge time to appropriate codes (engagement, work-codes, etc.).
  • Timely communicate to all members of engagement team and appropriate client personnel.
  • Help identify and recruit quality candidates.
  • Working beyond standards hours is expected throughout the year.
  • Additional responsibilities, not listed above may be expected as needed.

Qualifications:

  • BBA/BS/MS in Accounting from an accredited college or university (minimum of 150 college credits required).
  • Must be a CPA or be eligible to sit for the CPA Exam.
  • 0 -3 years of relevant experience.
  • Basic technology skills, with proficiency in Excel, Word & PowerPoint required.
  • Must have strong written and verbal communication skills and be able to listen effectively.
  • Work well under pressure and with a team; able to meet deadlines with accuracy.
  • Excellent analytical, organizational and problem solving abilities are a must.
  • Ability to work independently and exercise professional judgment while applying specialized proficiencies of a trained accountant.
  • Team player with desire to be an active participant within the organization.
  • Flexibility and openness to work on a variety of assignments; able to multi-task.
  • Ability to learn processes quickly and be able to apply to jobs.
  • Have a strong desire to maintain a customer service approach focused on exceeding expectations in all areas.

  • Financial Advisor Development Program

    3 weeks ago

    Marlton, New Jersey, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAt Prudential Financial, we're committed to helping you achieve your career goals and succeed as a Financial Professional. Our Career Development Program (CDP) is designed to equip you with the skills, knowledge, and expertise needed to excel in this rewarding field.Key Responsibilities:Develop relationships...

  • Financial Services Career Development Program

    4 weeks ago

    Marlton, New Jersey, United States Prudential Financial Full time

    Financial Professional Career OverviewAt Prudential Financial, we are seeking a highly motivated and analytical individual to join our team as a Financial Professional. This career development program is designed to help you achieve your financial goals and become a successful Financial Professional.Key Responsibilities:Develop relationships with clients and...

  • Financial Services Coordinator

    3 weeks ago

    Marlton, New Jersey, United States Harriett Financial Group Full time

    {"title": "Client Services Representative", "description": "Job SummaryHarriett Financial Group is seeking a dedicated individual to join their dynamic financial planning team at their Marlton, NJ location.The primary responsibility of the Client Services Associate is to ensure timely and professional service delivery to clients, as well as efficient issue...

  • Accounting Professional

    2 weeks ago

    Marlton, New Jersey, United States Marcum LLP Full time

    Join Marcum LLP as an Assurance StaffMarcum LLP is a leading accounting and advisory firm that offers a dynamic and challenging work environment. As an Assurance Staff, you will play a key role in providing high-quality audit and assurance services to our clients.Responsibilities:Develop and implement audit plans to ensure the reliability of client financial...

  • Financial Advisor

    2 weeks ago

    Marlton, New Jersey, United States Fidelity Investments Full time

    About the RoleWe are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment advice and guidance.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand...

  • Financial Analyst

    4 weeks ago

    Marlton, New Jersey, United States Virtua Health Full time

    Financial Analyst Job DescriptionVirtua Health is seeking a skilled Financial Analyst to join our team. As a key member of our finance department, you will play a critical role in preparing and analyzing financial data to support business decisions.Key Responsibilities:Prepare and analyze financial statements, including balance sheets, income statements, and...

  • Financial Consultant

    1 month ago

    Marlton, New Jersey, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized financial planning and investment advice to clientsConduct thorough...

  • Financial Consultant

    2 weeks ago

    Marlton, New Jersey, United States Fidelity TalentSource LLC Full time

    Job Summary: We are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will engage with clients to understand their financial goals and provide personalized investment solutions to help them achieve their objectives. About the Role: This is a unique opportunity to work with a stable industry leader...

  • Financial Consultant

    2 weeks ago

    Marlton, New Jersey, United States Fidelity TalentSource LLC Full time

    Job Summary: Fidelity TalentSource LLC is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will engage with clients to understand their financial goals and provide personalized investment solutions to help them achieve their objectives. About the Role: This is a unique opportunity to work with a stable industry leader...

  • Financial Planning Expert

    4 weeks ago

    Marlton, New Jersey, United States Fidelity Investments Full time

    Job OverviewFidelity Investments is a leading financial services company that empowers individuals and businesses to achieve their financial goals. We are seeking a highly skilled Financial Planning Expert to join our team.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account their unique needs and...

  • Financial Services Associate

    2 weeks ago

    Marlton, New Jersey, United States Lincoln Investment Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Client Services/Sales Support Associate to join our team at Lincoln Investment. As a key member of our financial planning group, you will be responsible for providing exceptional client service, administrative support, and problem-solving skills to ensure our clients receive prompt and...

  • High Net Worth Financial Services Representative

    1 month ago

    Marlton, New Jersey, United States Fidelity Investments Full time

    Exciting Opportunity for a Financial Services Professional in the IndustryWe are seeking a licensed Financial Services Associate in the financial services industry. This role involves enhancing relationships with high-net-worth clients, providing guidance on financial products, and processing monetary requests. The ideal candidate should have a Series 7...

  • Staff Accountant Tax Professional

    4 weeks ago

    Marlton, New Jersey, United States Baratz & Associates Full time

    About Baratz & AssociatesAt Baratz & Associates, we're a full-service accounting firm dedicated to delivering exceptional tax consulting, audit, and accounting services to our clients. Our team of experts provides personalized attention and in-depth knowledge of financial requirements and tax provisions, making us a trusted partner for businesses and...

  • Environmental Geology Professional

    3 weeks ago

    Marlton, New Jersey, United States WSP Full time

    About the OpportunityWe are seeking a highly motivated and detail-oriented Environmental Geology Intern to join our team at WSP USA. As a member of our Earth and Environment Team, you will have the opportunity to work on exciting projects and gain hands-on experience in environmental geology.Job SummaryThe Environmental Geology Intern will assist our Site...

  • Audit Staff

    4 weeks ago

    Marlton, New Jersey, United States Marcum LLP Full time

    About the RoleMarcum LLP is seeking a highly skilled and motivated individual to join our team as an Assurance Staff member. As a key member of our audit team, you will be responsible for performing substantive testing of account balances, assessing audit risks, and developing substantive testing plans.ResponsibilitiesDevelop and implement audit plans to...

  • Staff Accountant, Audit Specialist

    4 weeks ago

    Marlton, New Jersey, United States Baratz & Associates Full time

    About Baratz & AssociatesWe are a full-service accounting firm with a strong presence in South Jersey and Fort Washington, PA. Our team of experts provides reliable and accurate tax consulting, audit, and accounting services, as well as management advisory services, estate planning, and business succession planning.Job SummaryWe are seeking a highly...

  • Staff Accountant, Audit Specialist

    4 weeks ago

    Marlton, New Jersey, United States Baratz & Associates Full time

    About Baratz & AssociatesWe are a full-service accounting firm with a strong presence in South Jersey and Fort Washington, PA. Our team of experts provides reliable and accurate tax consulting, audit, and accounting services, as well as management advisory services, estate planning, and business succession planning.Job SummaryWe are seeking a highly...

  • Retail Management Executive Development Program

    1 month ago

    Marlton, New Jersey, United States Eclipse Innovations Full time

    Transform Your Career with Eclipse InnovationsAbout the ProgramEclipse Innovations offers a comprehensive Retail Management Executive Development Program designed to equip you with the skills and knowledge needed to succeed in the retail industry. This program is tailored to provide a solid foundation in retail management, enabling you to take on leadership...

  • Wealth Strategist

    1 month ago

    Marlton, New Jersey, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled and experienced Wealth Strategist to join our team at Fidelity Investments. As a key member of our Investor Center, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into...

  • Monetary Strategy and Planning Consultant

    4 weeks ago

    Marlton, New Jersey, United States Fidelity Investments Full time

    Job OverviewFidelity Investments is a leading financial services company that provides a range of investment and planning solutions to individuals, businesses, and institutions. We are seeking a highly skilled Monetary Strategy and Planning Consultant to join our team.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...