Experienced Financial Services Professional
2 days ago
Miller Cooper, a niche firm in the Chicago area, is committed to serving the financial needs of local entrepreneurs. Our team of experts provides trusted guidance and support to our clients.
Job DescriptionWe are seeking an experienced senior accountant to join our team. As a senior accountant, you will provide accounting support to assigned clients, including payroll, accounts payable and receivables, cash forecasting, sales tax and reporting, metrics reporting, budgeting and forecasting, and month and year-end closings including financial analysis.
Required Skills and QualificationsTo be successful in this role, you should have:
- A Bachelor's degree in accounting or business administration.
- CPA designation and prior public accounting experience preferred.
- 2+ years of related work experience.
- Strong, clear communications with both internal teams and clients.
- Well organized and a quick problem solver in a dynamic work environment.
- Strong knowledge and application of software and technology, including QuickBooks, Excel, and online communication tools.
You are a detail-oriented and analytical professional who is passionate about delivering exceptional results. You have excellent communication skills and are able to build strong relationships with clients and colleagues alike.
Estimated Salary Range: $85,000 - $110,000 per year-
Financial Services Professional
4 weeks ago
Chicago, Illinois, United States Wintrust Financial Full timeFinancial Advisor RoleAt Wintrust Financial, we're seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you'll play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Build strong relationships with clients and prospectsDevelop and implement comprehensive financial plansProvide expert advice on...
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Financial Professional
3 weeks ago
Chicago, Illinois, United States Voya Financial Advisors Inc Full timeSeeking a Financial Professional for Defined Contribution PlansVoya Financial Advisors, Inc. is a leading independent broker-dealer in the defined contribution & defined benefit business. We are currently seeking a Financial Professional to join our team in the greater Chicago area to work with plan sponsor relationships. This position will be responsible...
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Financial Services Professional
4 weeks ago
Chicago, Illinois, United States NFP Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Services Professional to join our team as an AVP, Advisor. In this role, you will be responsible for leading the execution of sophisticated financial plans, ensuring optimal outcomes while nurturing enduring client relationships.Key ResponsibilitiesLead and/or support other advisors in...
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Associate Financial Services Representative
4 weeks ago
Chicago, Illinois, United States BMO Financial Group Full timeAbout the Role:We are seeking a highly motivated and customer-focused individual to join our team as an Associate Financial Services Representative. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their...
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Financial Services Representative
4 weeks ago
Chicago, Illinois, United States OneMain Financial Full timeAt OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as customer...
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Financial Services Professional
4 weeks ago
Chicago, Illinois, United States New York Life - Todd Couture Full timeJob OverviewNew York Life Insurance Company is seeking a seasoned financial advisor to join our team. As a trusted advisor, you will work closely with clients to understand their financial goals and develop customized plans to achieve them.Key ResponsibilitiesProvide exceptional customer service to existing clients, tracking and monitoring communications in...
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Financial Services Representative
4 weeks ago
Chicago, Illinois, United States OneMain Financial Full timeAbout the Role:At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as...
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Financial Services Professional
4 weeks ago
Chicago, Illinois, United States Taos Global Group Inc. Full timeAbout the Role:We are seeking a highly motivated and results-driven Financial Services Professional to join our team at Taos Global Group Inc. as an Insurance and Investment Specialist. In this role, you will be responsible for selling commercial/personal insurance and investment products to small and mid-size business owners.Key Responsibilities:Develop and...
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Chicago, Illinois, United States Government Finance Officers Association Full timeJob Type: Full-timeDescriptionAccounting Opportunity in Public SectorThe Government Finance Officers Association (GFOA) is seeking an experienced accounting professional to contribute to the advancement of excellence in state and local government financial management.GFOA is dedicated to providing timely information, practical educational opportunities,...
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Financial Services Professional
4 weeks ago
Chicago, Illinois, United States Bankers Life Full timeUnlock Your Earning PotentialBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will have the opportunity to develop a client base, gain expertise, and take ownership of your career.Our Award-Winning TrainingWe provide pre-licensing training free of...
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Senior Financial Analyst
4 weeks ago
Chicago, Illinois, United States Fay Financial Full timeFinancial Planning and Analysis ExpertFay Financial is seeking a highly skilled Financial Planning and Analysis Expert to join our team. As a key member of our finance department, you will be responsible for conducting advanced financial analysis, developing and implementing financial planning processes, and providing strategic financial guidance to support...
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Financial Relationship Specialist
3 weeks ago
Chicago, Illinois, United States Wintrust Financial Full timeAs a Relationship Banker at Wintrust Financial, you will play a vital role in building and maintaining meaningful relationships with our customers. This involves using your financial expertise to provide thoughtful solutions that meet their unique needs. You will work collaboratively with our business partners to connect customers with experts who can help...
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Senior Financial Sales Professional
4 weeks ago
Chicago, Illinois, United States Software Placement Group Full timeJob DescriptionUnlock Your Potential with Industry LeadersThis US-based position is ideal for a seasoned financial sales professional with established connections in hedge funds, money management, and high-net-worth circles.We Offer:Competitive Earning Potential: A generous commission structure rewards your sales success.Collaborative Environment: Expert...
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Enterprise Services Manager
4 weeks ago
Chicago, Illinois, United States Qualtrics Full timeAbout the RoleWe are seeking an experienced Enterprise Services Manager to lead our Financial Services team. As a key member of our customer success organization, you will be responsible for delivering high-touch technical support and technology configuration services to our Financial Services clients.You will lead a team of Technical Account Managers (TAMs)...
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Financial Professional
4 weeks ago
Chicago, Illinois, United States Knack Solutions Full timeAbout the JobWe are seeking a skilled Financial Professional to join our team at Knack Solutions. The ideal candidate will have 1-10 years of accounting experience and a strong background in AP/AR, General Ledgers, Financial Statements, Invoicing, and Balance sheet reconciliations.Responsibilities include maintaining general ledger accounts, preparing...
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Senior Financial Sales Professional
4 weeks ago
Chicago, Illinois, United States Software Placement Group Full timeUnlock Your Earning Potential with Software Placement GroupThis US-based position is ideal for a seasoned financial sales professional with established connections in hedge funds, money management, and high-net-worth circles.What We Offer: Competitive Commission Structure: Earn a generous income based on your sales success. Collaborative Environment: Expert...
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Enterprise Services Manager
4 weeks ago
Chicago, Illinois, United States Qualtrics Full timeAbout This RoleWe are seeking an experienced Enterprise Services Manager to lead our team of Technical Account Managers (TAMs) in delivering high-touch technical support and technology configuration services to our Financial Services customers.This role requires a strong leader who can build and lead high-performing teams, drive operational best practices,...
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Insurance and Financial Services Professional
4 weeks ago
Chicago, Illinois, United States Dwan Johnson-Bell - State Farm Agent Full timeAs a Sales Associate at Dwan Johnson Bell State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them by engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements.Key responsibilities...
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Financial Services Representative
4 weeks ago
Chicago, Illinois, United States Eric Bielinski - State Farm Agent Full timeCustomer Service RepresentativeWe are seeking a dedicated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will play a vital role in providing exceptional service to our customers, responding to their inquiries, and addressing their concerns in a timely and professional...
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Financial Markets Analyst
4 weeks ago
Chicago, Illinois, United States BMO Financial Group Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Markets Analyst to join our Global Markets Corporate Banking team. As a key member of our team, you will be responsible for providing analytical support to our clients and helping them navigate the complexities of the financial markets.Key ResponsibilitiesConduct in-depth financial and...