Account Associate jobs at Cadence Bank

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Technology Advisory team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Account Associate, Intuit to join their dynamic team. Key Responsibilities: Build and maintain strong relationships with both new and existing clients, serving as their main point of contact. Prospect, qualify, and pursue new business opportunities to grow revenue and market presence. Conduct discovery calls, product demos, and solution presentations that address client needs and demonstrate value. Negotiate contracts, pricing, and terms to close new business and renewals while meeting or exceeding sales targets. Identify opportunities for upselling and cross-selling within current accounts by understanding client goals and challenges. Partner with internal teams to ensure smooth onboarding, successful implementation, and ongoing client satisfaction. Maintain accurate records of sales activity, pipeline status, and account information in CRM systems. Regularly report on sales performance, forecasts, and key account developments to leadership. Stay current on industry trends, competitive landscape, and product knowledge to effectively position solutions with clients. Represent Aprio professionally at client meetings, industry events, and conferences when needed. Qualifications: 7+ years of software/technology sales and account management Experience managing territories across multiple states and industries Working with SaaS clients with multiple locations Selling SaaS platform solutions with customized agreements Deep knowledge of Intuit Products High EQ/IQ and strong business and sales acumen Experience with Accounting, ERP, or Financial Management Software is a plus Proven track record in managing a large pipeline through Salesforce Understanding of Client Management lifecycle Ability to work within a team of various stakeholders Bachelor's degree preferred $85,000 - $110,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. The application window is anticipated to close on November 3, 2025 and may be extended as needed. Why work for Aprio:Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members:- Medical, Dental, and Vision Insurance on the first day of employment- Flexible Spending Account and Dependent Care Account- 401k with Profit Sharing- 9+ holidays and discretionary time off structure- Parental Leave - coverage for both primary and secondary caregivers- Tuition Assistance Program and CPA support program with cash incentive upon completion- Discretionary incentive compensation based on firm, group and individual performance- Incentive compensation related to origination of new client sales- Top rated wellness program- Flexible working environment including remote and hybrid options What's in it for you:- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYERAprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Job Description **Job Title: Bookkeeper and Compliance Administrator (Part-Time)** **Company:** Intersection Real Estate **About Us:** Intersection Real Estate is a leading real estate investment and property management company based in the St. Louis region. From sales to construction, maintenance to day-to-day property management, we provide our clients with all of the tools needed to invest in real estate here in St. Louis. **Job Summary:** We are seeking a detail-oriented and experienced Bookkeeper and Compliance Administrator (Part-Time) to oversee all bookkeeping functions within our operations, including accounts payables and receivables, expense tracking, reconciliations, and end of year coordination with our CPA. This position will also oversee brokerage compliance. This is a part-time position, with expectations of between 15-25 hours per week, but could grow over time. It is a hybrid remote/in-office position. The ideal candidate will have a strong understanding of real estate, property management, and trust accounting, and will work to ensure timely and accurate financial reporting while also implementing and maintaining effective accounting policies and procedures. This position requires a strong analytical mindset, excellent leadership skills, and a thorough understanding of accounting principles. This person will work with and report directly to the company's CEO. **Key Responsibilities:** Manage day to day accounting operations, including accounts payable, accounts receivable, expense tracking, and payroll reporting Ensure an accurate and timely monthly, quarterly and year end close for both the business and for our clients Develop and maintain filing system and procedures for record retention, protection, retrieval, transfer, and disposal. Manage relationships with vendors, clients, tenants, and staff Ensure our client have a reliable and knowledgable representative for when they have questions regarding their income and expenses Pay bills, issue invoices, record receipts, and make bank deposits Conduct a monthly reconciliation of every bank and credit card account Provide information to the external accountant for tax filings Track accounting for internally held rental properties Provide clerical and administrative support to management, as requested Process commissions and oversee brokerage transaction compliance Scan documents and organize bills, leases and other documents Oversee owner statements and distributions Work directly with property management team on tenant delinquencies Work directly with maintenance team to track expenses, billable hours, mileage reimbursements Create invoices and bills from work orders, larger renovation projects, and other sources of revenue Assist in an audit of existing accounting entries, and development of new practices for better analysis of the company's finances Oversee transaction coordination for sales division **Qualifications:** Bachelor's Degree in Accounting, Finance, or related field Minimum of 5 years relevant accounting experience, with experience in real estate and property management preferred Proficient in QBO, Microsoft Office Suite; experience with AppFolio, and/or other property management software preferred Ability to work independently, with excellent analytical and problem-solving skills, and a keen attention to detail **What We Offer:** Hybrid in-office and remote work. Expecting 15-25 hours of work per week. May vary based on a monthly cycle. Pay range between $35.00 and $40.00 per hour A supportive and dynamic work environment with an opportunity to grow with a growing company Office is located in Olivette. We look forward to hearing from you!

**Job Title: Bookkeeper and Compliance Administrator (Part-Time)** **Company:** Intersection Real Estate **About Us:** Intersection Real Estate is a leading real estate investment and property management company based in the St. Louis region. From sales to construction, maintenance to day-to-day property management, we provide our clients with all of the tools needed to invest in real estate here in St. Louis. **Job Summary:** We are seeking a detail-oriented and experienced Bookkeeper and Compliance Administrator (Part-Time) to oversee all bookkeeping functions within our operations, including accounts payables and receivables, expense tracking, reconciliations, and end of year coordination with our CPA. This position will also oversee brokerage compliance. This is a part-time position, with expectations of between 15-25 hours per week, but could grow over time. It is a hybrid remote/in-office position. The ideal candidate will have a strong understanding of real estate, property management, and trust accounting, and will work to ensure timely and accurate financial reporting while also implementing and maintaining effective accounting policies and procedures. This position requires a strong analytical mindset, excellent leadership skills, and a thorough understanding of accounting principles. This person will work with and report directly to the company's CEO. **Key Responsibilities:** Manage day to day accounting operations, including accounts payable, accounts receivable, expense tracking, and payroll reporting Ensure an accurate and timely monthly, quarterly and year end close for both the business and for our clients Develop and maintain filing system and procedures for record retention, protection, retrieval, transfer, and disposal. Manage relationships with vendors, clients, tenants, and staff Ensure our client have a reliable and knowledgable representative for when they have questions regarding their income and expenses Pay bills, issue invoices, record receipts, and make bank deposits Conduct a monthly reconciliation of every bank and credit card account Provide information to the external accountant for tax filings Track accounting for internally held rental properties Provide clerical and administrative support to management, as requested Process commissions and oversee brokerage transaction compliance Scan documents and organize bills, leases and other documents Oversee owner statements and distributions Work directly with property management team on tenant delinquencies Work directly with maintenance team to track expenses, billable hours, mileage reimbursements Create invoices and bills from work orders, larger renovation projects, and other sources of revenue Assist in an audit of existing accounting entries, and development of new practices for better analysis of the company's finances Oversee transaction coordination for sales division **Qualifications:** Bachelor's Degree in Accounting, Finance, or related field Minimum of 5 years relevant accounting experience, with experience in real estate and property management preferred Proficient in QBO, Microsoft Office Suite; experience with AppFolio, and/or other property management software preferred Ability to work independently, with excellent analytical and problem-solving skills, and a keen attention to detail **What We Offer:** Hybrid in-office and remote work. Expecting 15-25 hours of work per week. May vary based on a monthly cycle. Pay range between $35.00 and $40.00 per hour A supportive and dynamic work environment with an opportunity to grow with a growing company Office is located in Olivette. We look forward to hearing from you!

The Major Fund Accounting & Reporting team member will be involved in a wide range of investment accounting and operational activities across multiple asset classes - cash, domestic and global equities, fixed income, hedge funds, real estate, and private investments. Overall Responsibilities: Fund Accounting and Operations: Act as a team lead to assist and mentor OAR team members in the preparation of workpapers and reports to support both internal and external clients' needs including but not limited to: Monthly accounting close processes Private Investment and Hedge Fund monthly valuation/pricing processes Monitoring private investment activity (calls and distributions) Monitoring and preparing public and hedge fund investment activity (calls and distributions) Consolidation processes Monthly, quarterly, and annual investment reports External fund manager reconciliations Audit work papers and other information Financial Statement Preparation Workpaper Review: Perform initial review of Senior Analyst and Analyst prepared workpapers and reports Content Resource: Take initiative to find solutions to issues as they arise; coach/mentor team members and provide oversight where applicable Build Relationships: Actively engages with clients and customers to find solutions, resolve issues, strengthen relationships and build trust Ad Hoc Project and Reporting Requests: Team lead for projects and the preparation of special ad hoc reporting requests as assigned Requirements: A bachelor's degree in accounting MBA or CPA Minimum 7 years' experience in public accounting or other financial services accounting role Thorough understanding of endowment and accounting processes and workflows Competency with applications and technology tools used in team processes and workflows Highly responsible and takes ownership of their assignments and work product Ability to manage multiple assignments and priorities Elevated attention to detail Strong verbal and written communications skills and presence to communicate effectively Collegial team player possessing intellectual curiosity, sound judgment, and thoughtfulness Constructive, “can do” attitude committed to consistently doing what is in the best interest of the organization Unquestioned honesty, integrity, and transparency Cultural fit is a must in a respectful, collegial, and open working environment Proficiency in Microsoft Office 365, SharePoint, Adobe Acrobat and Microsoft Power BI or equivalent NOTE: This role requires in-office, 4 days a week, Monday thru Thursday. Click here to learn more about UTIMCO's mission and impact

Tired of long hours at the office? Interested in a promising future? Maybe even dreaming of a positive employee-centric environment where variety and work life balance are top priorities? Then you should work with us! BKBY is growing by leaps and bounds! We are searching for teammates with a passion for learning and a drive for growth. If you want to be part of a team with a culture that focuses on caring for the team as much as we care for our clients, you have found us! We are seeking an experience Bookkeeper, with QuickBooks Online experience, so if: numbers make your eyes twinkle, and balanced accounts send you over the moon, and you understand the gravity of excellent customer service… YOU might be our next RISING STAR! It would be out of this world to have you on our team! Please read on! Job Description The ideal candidate possesses the core values above, as well as highly proficient skills in accounting and/or bookkeeping. Required functional skills include the ability to maintain records with a service-oriented attitude and client-facing experience. You must be able to prepare financial statements, maintain financial records, including purchases, sales, receipts and payments, process accounts payable and accounts receivable, manage invoices and tax payments and execute payroll. The ideal candidate brings to BKBY 15+ years of experience, at least 10+ years of QuickBooks Online experience, and a can-do attitude. We seek someone who can integrate quickly into our team, quickly become self-sufficient, and support our team and their multiple clients. BKBY is conveniently and centrally located in the Heights area of Houston, TX -- near Memorial Park. Qualifications Functional Responsibilities Prepare for review, monthly financial close activities through preparation and posting of journal entries, account reconciliations, and variance analysis while ensuring the proper timelines are followed Record day to day financial transactions and complete posting in both AP/AR Reconcile daily invoices and monthly statements and pay them by scheduling and preparing checks and credit card payments, reconcile bank and credit card statements, based on the needs of each client Maintain records, with a high degree of accuracy and attention to detail Process and handle payroll in a timely manner Analyze transactions and prepare reports Prepare Sales & Use Tax, Quarterly Estimates, Year End 1099 forms for final review Contribute to a strong client relationship through positive interactions and timely responses Stay informed on industry developments and changes in regulations Ability to act and operate independently with minimal daily direction from manager to accomplish objective, within first week Required Skills 15+ years of experience in Full Charge, Multi-Client Bookkeeping Must have thorough knowledge and experience with QuickBooks Online Advanced level of proficiency with MS Excel Excellent analytical skill with an attention to detail, strong organization, resourcefulness, multi-tasking, and time-management skills Experience with managing multiple clients Enthusiastic, positive, and collaborative; Ability to work independently and effectively with staff and clients Good judgment and creative problem-solving skills Ability to explain complex accounting data in a simple way Integrity, with an ability to handle confidential information Strong understanding of generally accepted accounting principles Highly proficient knowledge of basic bookkeeping and accounts payable/receivable principles experience Strong organizational, time management and multi-tasking skills, with ability to balance competing priorities Ability to effectively present information, communicate with, and respond to questions from co-workers, management, and external groups Continuous improvement mindset and the ability to adapt to changing demands Highly analytical, high degree of accuracy and attention to detail Required Interpersonal Skills Ability to identify opportunities for professional development of staff Ability to quickly integrate into our team, and to work independently Excellent interpersonal communication, both written and verbal Customer service orientation and skills; comfortable answering client questions and solving problems as needed Professional services experience a plus Additional Information Education: Associate's or Bachelor's degree in Accounting preferred but not required

Primeritus Financial Services is a national provider of repossession management, remarketing, titled, and skip tracing services to the automotive finance industry in the United States and Puerto Rico. Primeritus provides clients with value-added, outsourced repossession management, skip tracing investigations, and remarketing services by leveraging a national network of certified agents and unique investigative techniques to quickly and reliably secure customers' collateral. Through effective leadership, service, and performance, Primeritus Financial Services offers the trifecta of repossession services: locate, recover, and remarket. Associate Accountant This position is responsible for performing accounting functions (cash app and AR/AP) by providing quality service to clients and vendors through accurate financial information. Assist with the interpretation, revision, and implementation of accounting procedures along with analyzing and resolving accounting procedural issues. Will properly manage accounting functions in accordance with corporate accounting practices and generally accepted accounting principles. This is a hybrid role, working from our Nashville, TN office. • Review, approve, and process AR transactions including incoming checks, ACH, or wire transfers; analyzes and resolves any AR issues as needed. • Reconciles cash/bank and other general ledger accounts with various ledgers and supporting documents and performs other month-end closing responsibilities. • Assists with maintaining schedules and reconciliations of various AP/AR accounts. • Continually search for improved methods of tracking, controlling and reporting financial information • Collaborates with the accounting team in preparation of annual audits. • Manage special projects as requested by Senior Management. • Perform other duties as directed by Manager. Job Requirements • Associate or Bachelor's degree in Accounting or related field preferred. • 2-3 years of hands-on accounting experience, utilizing NetSuite preferred. • Proficient in MS Office suite; Advanced Excel skills (pivots, lookups, macros) • Excellent organizational skills, ability to multi-task in a fast paced and deadline driven environment. • Strong technical and analytical skills • Knowledge of / experience with state and federal rules and regulations pertaining to the Consumer Financial Protection Bureau (CFPB), Fair Debt Collections Practices Act (FDCPA), and the Gramm-Leach - Bliley Act (GLBA) preferred. Employees will be hybrid role, working from our Nashville, TN office. The position is sedentary and requires sitting for long periods of time while working on a computer or using other office equipment. The employee must occasionally lift or move items up to 30+ pounds. Primeritus an Equal Opportunity employer and all qualified applicants will receive consideration to employment without regard to race, color, religion, gender, pregnancy, sexual orientation, national origin, age, or protected veteran or disability status.

Job Details Experienced Pascagoula Main Branch - Pascagoula, MS Full Time High School Negligible Day BankingDescription Retail Account Service Representative Status: Full-Time Hourly Are you looking for a great career opportunity that offers growth, and an opportunity to support your local community? All while working in a team-oriented, family-like atmosphere? At Merchants & Marine Bank, we're committed to attracting and retaining talented employees who are committed to our core values of Community, Relationships and Personal Service . Merchants and Marine Bank has been proudly serving the communities along the Gulf Coast since 1899. Apply today to join the team and start serving the people in the community! Why Work for Us By joining our team, you can expect opportunities to enhance personal skills as well as professional growth. Benefits and Total Rewards The well-being of our team members is important to building our strongest future. Our Benefits and Total Rewards program provides team members with a competitive benefits package that includes the following: Retirement - 401k Medical, Vision, and Dental Insurance Telemedicine Term Life, AD&D and Disability Plan Employee Assistance Program Paid time Off Paid Holidays (11) Tuition Assistance Job Summary Primary duties are to assist customers, other retail employees, and the bank in promoting account services. Provide excellent customer service while adhering to the banks Customer Service Expectations. Essential Functions and Responsibilities Greet customers, bank visitors and vendors aiding in directing them to the appropriate department. Answer calls, when necessary. Assist in providing customer support or transferring them to the appropriate department or Line of business. Perform account maintenance to aid customers with printing off statements, updating account information, issuing debit cards and any other new account maintenance items. Responsible for opening, closing, assisting with audits and system file maintenance for safe deposit boxes. Provides access to safe deposit box entry. Provides notary services for clients, ensuring all bank and state regulatory guidelines are adhered to. Process and document mail transactions in a timely and accurate manner. Contact clients for effective problem resolution when errors are identified. Serve as a back up to the Retail Bankers as needed. Process financial transactions with a high degree of accuracy and attention to detail. Accept and process applications for business and consumer deposit accounts. Must maintain a high degree of confidentiality with attention to security and compliance. Assist with monthly and quarterly audits as needed. Other duties as assigned by management. Working Conditions Office environment 40 hours per week, Monday through Friday The employee is often required to operate a computer, printer, copy machine, calculator, telephone, and/or other office equipment. While performing the duties of this job, the employee is regularly required to remain in a stationary position, primarily at a desk. For more information, contact *********************. Qualifications Minimum 2 years bank, customer service or high-level retail experience. Some cash handling experience preferred. Customer service experience with an elevated level of professionalism. Ability to communicate effectively with customers and public. Excellent computer software skills including Microsoft Office. Strong people and organizational skills. High School Diploma Required Working Conditions Office environment, but may have infrequent occasions to work outdoors. 40 hours per week, Monday through Friday. The employee is often required to operate a computer, printer, copy machine, calculator, telephone, and/or other office equipment. While performing the duties of this job, the employee is regularly required to remain in a stationary position, primarily at a desk. Physical Requirements While performing the duties of this job, the employee is regularly required to sit, use hands to handle or feel, and talk or hear. The employee is occasionally required to stand, walk, stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description The Account Associate Group serves a unique and dynamic role that is based around the core responsibility of servicing PIMCO's institutional clients. The individuals that make up this teamwork within the broader account management group to ensure delivery of the highest level of service to clients. The primary responsibility of the associates and analysts is to work alongside account managers as part of dedicated relationship teams, gathering, analyzing, and discussing economic and fixed income trends, evaluating portfolio structures and strategies, and delivering performance attribution analyses. In addition to client servicing responsibilities, most members of the group participate in the Chartered Financial Analyst (CFA) program through the CFA Institute. This position offers a fantastic opportunity for individuals aspiring to build a long-term career with PIMCO, with potential pathways to serve clients and the firm in various capacities over time. Many dedicated AAs have successfully transitioned into account management, strategic accounts, and client-facing roles in other distribution channels, while others have achieved CFA, CIMA, CAIA, and other industry designations with firm support. Location This role can be based in Newport Beach, CA, or Austin, TX. Key Relationships PIMCO Investment Professionals including other members of the Account Management Group, Product Managers and Associates, and Portfolio Managers and Trade Assistants. PIMCO Fund Operations Group Current and prospective clients. About You If you identify with the following qualities, we encourage you to apply for this exciting opportunity at PIMCO. We offer a dynamic work environment where you can make a meaningful impact: Relationship-Builder: You excel at building relationships, paying attention to details, and have a passion for financial markets and client service. Collaborative: You foster positive relationships with clients, colleagues, and external stakeholders through a collaborative work style. Emotionally Intelligent: You possess high emotional intelligence, adaptability, and resilience. Organized & Efficient: Your exceptional organizational and project management skills enable you to manage multiple various initiatives simultaneously. Trustworthy: You demonstrate credibility and integrity, characterized by consistent behavior and high ethical standards. Curious & Driven: Your intellectual curiosity fuels your dedication to professional development and staying informed about emerging trends. Problem Solver: You approach complex issues with a critical and empathetic mindset, finding creative solutions. Self-Motivated: You are detail-oriented and consistently deliver on responsibilities with a focus on client needs, teamwork, and effective communication. Adaptable: You thrive in fast-paced environments, adjusting to shifting priorities and working effectively with ambiguity. Versatile: You navigate unstructured processes and manage multiple demanding responsibilities with ease. Aligned with PIMCO's Values: You embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other. Responsibilities The key responsibilities include, but are not limited to: Gather, analyze, and discuss market trends and data with colleagues and clients. Analyze portfolio characteristics in the context of broader investment themes. Evaluate risk reports, perform attribution research, and conduct scenario analysis. Create customized client reports and respond to ad-hoc inquiries. Draft internal presentations and prepare client-servicing materials. Summarize and explain complex financial and economic concepts to educate and service existing and prospective relationships. Position Qualifications Must possess a four-year college degree with a preferred major in Business/Finance, Economics, or Accounting. Progress toward the CFA designation is a plus. 2-4 years of experience in financial services, asset management, investment banking or accounting. A strong background and/or interest in fixed income and economics is important. Completion of Series 7 and 63 within the first six (6) months of employment. Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques. Demonstrated proficiency with Microsoft Excel and strong knowledge of software applications in general, including but not limited to index-provider databases, query tools and Bloomberg. Self-starter, ability to work within the firm's demanding and highly focused environment Outstanding relationship building skills Ability to clearly articulate analysis, written and verbally Knowledge of fixed income securities and portfolio management techniques Work effectively with all levels of personnel as part of a team Excellent time-management, multi-tasking, organization and communication skills Clear commitment to PIMCO's culture, values and approach PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 105,000.00 - $ 115,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description The Account Associate Group serves a unique and dynamic role, focusing on servicing PIMCO's institutional. As an Account Analyst (AA), you will collaborate with various groups across PIMCO to ensure the highest level of service delivery to our clients. Working closely with a dedicated relationship team in Account Management, you will support business development initiatives and drive sales efforts with our clients. This position offers a fantastic opportunity for individuals aspiring to build a long-term career with PIMCO, with potential pathways to serve clients and the firm in various capacities over time. In addition to client servicing responsibilities, most members of the group achieved CFA, CIMA, CAIA, and other industry designations with firm support. Many dedicated AAs have successfully transitioned into account management, product strategy, and client-facing roles in other distribution channels. Location This role can be based in Newport Beach, CA, or Austin, TX Key Relationships * PIMCO Investment Professionals and Associates in Account Management, Product Strategy, and Business Development. * PIMCO Fund Operations Group and Alternative Investor Services * Current and prospective clients About You If you identify with the following qualities, we encourage you to apply for this exciting opportunity at PIMCO. We offer a dynamic work environment where you can make a meaningful impact: * Relationship-Builder: You excel at building relationships, paying attention to details, and have a passion for financial markets and client service. * Collaborative: You foster positive relationships with clients, colleagues, and external stakeholders through a collaborative work style. * Emotionally Intelligent: You possess high emotional intelligence, adaptability, and resilience. * Organized & Efficient: Your exceptional organizational and project management skills enable you to manage multiple various initiatives simultaneously. * Trustworthy: You demonstrate credibility and integrity, characterized by consistent behavior and high ethical standards. * Curious & Driven: Your intellectual curiosity fuels your dedication to professional development and staying informed about emerging trends. * Problem Solver: You approach complex issues with a critical and empathetic mindset, finding creative solutions. * Self-Motivated: You are detail-oriented and consistently deliver on responsibilities with a focus on client needs, teamwork, and effective communication. * Adaptable: You thrive in fast-paced environments, adjusting to shifting priorities and working effectively with ambiguity. * Versatile: You navigate unstructured processes and manage multiple demanding responsibilities with ease. * Aligned with PIMCO's Values: You embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other. Responsibilities The key responsibilities include, but are not limited to: * Draft internal business presentations and prepare client-servicing materials * Increase efficiency and improve sales abilities by using business intelligence and data, deploying marketing and thought leadership regularly, segmenting clients routinely and recording client information in CRM via consistent profiling efforts. * Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance and other important information directly or indirectly to clients, prospective clients and consultants * Build and maintain a variety of materials to support new business development and existing business initiatives * Gather, analyze, and discuss market trends with colleagues and clients * Summarize and explain sophisticated financial and economic concepts to educate clients Position Qualifications * Bachelor's Degree required * Progress towards the CFA designation strongly preferred. * Completion of Series 7 and 63 within the first six (6) months of employment. * Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques. * Demonstrated proficiency in Microsoft Excel, strong knowledge of data querying tools a plus * Self-starter with the ability to work in a demanding and highly focused environment. * Outstanding relationship building skills and intellectual curiosity. * Strong written and verbal communication skills, with excellent attention to detail, enabling effective collaboration with all levels of colleagues across the organization. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 105,000.00 - $ 115,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Role Overview We are currently seeking an Account Associate (AA), Internal Sales, to join our U.S. Global Wealth Management team. The AA will work closely with a field-based Account Manager (AM) and support the development and maintenance of strong client relationships with financial advisors from wirehouses, regional banks, and independent broker/dealers. In partnership with the AM, you will play a crucial role in enhancing the sales process, relationship management, and servicing of financial advisors within a defined geographic territory, covering the full suite of PIMCO products. Your contributions will be vital in providing market insights, product information, and sales support that empower the AM to achieve sales targets and foster client engagement. You will actively participate in department meetings, collaborate with colleagues across various PIMCO functions, and engage in working groups. Your innovative ideas and commitment to continuous learning and mentoring will enhance the team's overall effectiveness and support our collective goals. This position offers a fantastic opportunity for individuals aspiring to build a long-term career with PIMCO, with potential pathways to serve clients and the firm in various capacities over time. Many dedicated AAs have successfully transitioned into account management, strategic accounts, and client-facing roles in other distribution channels, while others have achieved CFA, CIMA, CAIA, and other industry designations with firm support. Location Austin, TX About You If you identify with the following qualities, we encourage you to apply for this exciting opportunity at PIMCO. We offer a dynamic work environment where you can make a meaningful impact: Relationship-Builder: You excel at building relationships, paying attention to details, and have a passion for financial markets and client service. Collaborative: You foster positive relationships with clients, colleagues, and external stakeholders through a collaborative work style. Emotionally Intelligent: You possess high emotional intelligence, adaptability, and resilience. Organized & Efficient: Your exceptional organizational and project management skills enable you to manage multiple various initiatives simultaneously. Trustworthy: You demonstrate credibility and integrity, characterized by consistent behavior and high ethical standards. Curious & Driven: Your intellectual curiosity fuels your dedication to professional development and staying informed about emerging trends. Problem Solver: You approach complex issues with a critical and empathetic mindset, finding creative solutions. Self-Motivated: You are detail-oriented and consistently deliver on responsibilities with a focus on client needs, teamwork, and effective communication. Adaptable: You thrive in fast-paced environments, adjusting to shifting priorities and working effectively with ambiguity. Versatile: You navigate unstructured processes and manage multiple demanding responsibilities with ease. Aligned with PIMCO's Values: You embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other. Responsibilities The key responsibilities include, but are not limited to: Market Research & Insights: Stay informed about financial markets, the global economic environment, asset allocation strategies and client data to provide valuable insights that support the sales efforts of the territory team. Client Engagement Support: Assist in meaningful client interactions through phone, email, and screen-sharing, as well as participating in in-person meetings, territory travel, industry conferences, and organized meetings with our clients to enhance the overall client experience. Understanding Client Needs: Collaborate with AM team to develop a comprehensive understanding of clients' diverse business practices and needs, ensuring that the sales approach is tailored and effective. Providing Sales Support: Offer relevant market insights, product information, investment ideas, and sales support to the AM, empowering them to confidently engage with clients and drive sales. Territory Activity Management: Support the strategic management of activities within the territory by contributing to the development and execution of a comprehensive business plan that aligns with sales objectives. Embrace Professional Development: Fully engage in and pursue professional development and educational opportunities offered by PIMCO. Business Leadership Mindset: Adopt a proactive approach to business leadership, taking on greater responsibility for the growth of targeted client segments. Team Collaboration: Actively engage with the AM and other teams by participating in department meetings, leading and contributing to working groups, sharing innovative ideas, and leveraging continuous mentoring and training to foster a cohesive and effective working environment across different PIMCO functions. Support PIMCO Business Objectives Provide Insight: Offer feedback to AM and PIMCO management regarding product demand, sales trends, and client satisfaction. Contribute Beyond Your Role: Actively seek opportunities to add value to PIMCO beyond your daily responsibilities, aiming to be an outstanding colleague. Represent PIMCO: Serve as a representative for PIMCO at national, regional, and local conferences and training events as needed. Qualifications Minimum of a Bachelor's Degree. FINRA Series 7 and 63 license or must obtain within three (3) months of start date. Minimum of 2-3 years of professional work experience, preferably within financial services or investment management industry or in a sales or client-facing role. Strong written, verbal and interpersonal communication skills with an ability to communicate effectively. Entrepreneurial mindset with a strong commitment to client service and excellence, along with the ability to develop and deepen client relationships. A passion for the markets and the financial services industry, which will deepen your understanding and effectiveness in client interactions. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 94,000.00 - $ 102,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

New Day Network, a rapidly expanding direct sales and marketing firm, is seeking highly motivated individuals to join our team as a Junior Account Executive for our expanding partnership with AT&T. This opportunity is ideal for aspiring leaders and driven individuals ready to step into a comprehensive training program designed to cultivate them into a top-tier sales management role. As a Junior Account Executive, you participate in our accelerated, hands-on training program designed to teach you every critical aspect of our direct business operations for AT&T. The Junior Account Executive will focus on direct customer engagement, sales strategies, and service enrollment processes for diverse offerings directly to customers. Essential Functions of the Junior Account Executive Role: Generate brand exposure and revenue generation for our clients through residential customer engagement opportunities and compelling sales presentations Engage with customers and understand their individual needs to provide them with tailored service solutions and complete the enrollment and sales process Work side by side with seasoned Sales Managers to learn leadership, daily operations, coaching techniques, and performance evaluation Analyze campaign performance, sales trends, and key metrics to uncover growth opportunities and improve efficiency Take on increasing leadership responsibilities, including team supervision, conflict resolution, and performance tracking Ensure full compliance with company policies and standards while representing both brands with professionalism Participate in ongoing training to accelerate your growth into a management role Education & Experience Needed for the Junior Account Executive Role: Experience in sales, customer service, hospitality, or informal leadership No prior management experience required; full training in sales leadership begins on day one Comfortable working directly with customers Proficient using various forms of technology and learning new software applications Strong communication and interpersonal skills with a drive to grow professionally Motivated, adaptable, and ready to thrive in a fast-paced, team-oriented environment Preferred Skills for the Junior Account Executive Role: Possess an innate ability to inspire, motivate, and bring out the best in others. Natural communicator, capable of conveying complex strategies and coaching individuals with clarity. Approach challenges with the precision of a strategic thinker and the agility of a problem-solver. Thrive under pressure, seeing complex business situations as opportunities to demonstrate leadership. Exceptionally organized and can juggle multiple priorities with impressive composure and efficiency. Insatiable curiosity, always seeking new knowledge and better ways to achieve results. Resilient, adaptable, and approach every task with a positive, solutions-oriented Get rewarded for what you're worth-this is a commission-only role with unlimited earning potential. High performers consistently exceed the averages listed.

Who you are: Assist borrowers by negotiating and monitoring repayment arrangements serving the best interest of the Department of Education while considering individual borrower circumstances. Providing a high level of customer assistance by supplying detailed information pertaining to repayment and the various available programs in accordance with company policies and procedures, Fair Debt Collection Practices Act (FDCPA) laws, state privacy laws, treasury laws, Fair Credit Reporting Act (FCRA), Gramm-Leach-Bliley Act (GLBA), Telephone Consumer Protection Act (TCPA), Federal Family Education Loan Program (FFELP) regulations, and any other related regulatory compliance requirements. Who we are: Trellis Company is a nonprofit 501(c)3 corporation focused on helping people leverage the power of post-secondary education and learning to improve their quality of life and the communities where they live. For more than 40 years Trellis has served as a student loan guarantor, helping to provide trusted guidance and services that help student borrowers successfully repay their federal loans. In addition to pioneering several technologies and services along the way, we have invested in improving student success programs through numerous grants to colleges, universities, and research groups. Today we have expanded our services beyond higher education to include working with employers and community organizations who are focused on aligning the dreams, goals, and skills needs of employees and employers. Connecting these resources and learning pathways together with our expertise in improving student outcomes helps us all to create better and more predictable futures for those we serve. Our stability and vision create a unique intersection: a startup environment at a company that also has a stable foundation, resulting in an opportunity for the right candidate to help shape our company's future. This is an exciting time to join the Trellis team! As we move into the future, we're drawing on our history, branching into new sectors beyond student loans, and delivering the same level of exceptional care and service that our customers have come to depend on. We remain invested in the success of students and higher education institutions. This combination of stability and vision creates a unique intersection: a startup environment at a company that also has a stable foundation, resulting in an opportunity for the right candidate to help shape our company's future. This is an exciting time to join the Trellis team! Location: The position is remote. Essential Duties and Responsibilities: The position incumbent is expected to perform the following essential duties and responsibilities of the position with reasonable accommodation. Provides borrowers and authorized 3rd party representatives with detailed information about available repayment programs and forgiveness/discharge options. Analyzes borrower eligibility for federal programs following internal and regulatory policies. Counsels borrowers to determine the appropriate program based on account eligibility, borrower's current financial situation, and their ability to repay. Counsels borrowers regarding the importance of repayment and the consequences of non-payment. Researches and responds to borrower and employer correspondence, via email, letters, and documentation. Adheres to and maintains current knowledge and compliance with FDCPA, (both State and Federal), Privacy Act, FCRA, GLBA, TCPA, and Health Insurance Portability and Accountability Act (HIPAA), as well as policies and procedures prescribed by governing agencies such as the Federal Communications Commission (FCC), Federal Trade Commission (FTC), and Consumer Financial Protection Bureau (CFPB). Monitors accounts to ensure repayment is initiated as agreed to by the borrower. Ensures compliance with all Trellis policies and procedures, scripts, and quality guidelines. Accurately enters all information into the account management system. Performs skip trace activity to gain location information. Prepares accounts for involuntary repayment, including Administrative Wage Garnishment, Federal Offset, and State Offsets as applicable. Includes direct communication with employers regarding existing garnishments. Effectively analyzes and manages assigned borrower work lists. Processes Consolidation Applications, Rehabilitation Agreements, Financial Disclosure Forms, and other requests. Initiates administrative forms and other information necessary for the borrower to satisfy selected program requirements. Actively protects and secures Nonpublic Personal Information (NPI), safeguard Personally Identifiable Information (PII), and Protected Health Information (PHI). Ensures borrowers are treated with the utmost respect and be mindful of customer interactions and the impact on both the Company and borrower. Assists other teams within Borrower Services with high priority and or unexpected high-volume tasks including but not limited to: Processes refunds and miscellaneous transactions to comply with changes in borrower status, Federal Guidance and Trellis Procedures. Processes incoming and outgoing correspondence. Assists with transactional and demographic updates as required. Participates in training and other learning opportunities to ensure compliance and expand knowledge of company, position, and process. Non-Essential Duties and Responsibilities: May assist Spanish speaking borrowers. Assist with claims processing as needed. Provide feedback to Management on a variety of work-related processes and procedures to improve or enhance a process and performance. Assist with training support of new and transferred team members. Actively support the team and team responsibilities. All other duties and responsibilities as assigned Knowledge, Skills, and Abilities: Strong communication, numerical, analytical, critical thinking, and decision-making skills. Must be proficient in written and verbal communications. Strong understanding and ability to interpret and apply changing voluntary and involuntary repayment options available to the borrower, including understanding workflow and requirements of each program to be able to ascertain the account status. Demonstrated ability to utilize software, scripts, run queries, and tools appropriately. Demonstrated ability to prioritize work assignments and maintain activities within prescribed performance standards. Accurately handle multiple tasks and be detail oriented in a fast-paced working environment. Capable of learning new skills and adapting to change, work under pressure and meet established deadlines. Ability to work with and protect sensitive or confidential information and documentation. Strong negotiation and/or collection skills. Strong, current knowledge of federal and state laws and regulations. Intermediate Microsoft Office product proficiency. Qualifications: Education Required: High school diploma or equivalent. Preferred: Some college, up to or including an associate degree. Experience Two (2) years office experience in loan servicing, collections, customer service, customer contact center, financial services, or student loan environment. Physical and Mental Demands: Occasionally must move about inside the office. Repetitive motion. Regularly operates a computer, phone, and general office equipment. Regularly required to handle, feel, grasp objects, and reach across a work area. Regularly communicates with other employees and on the phone, virtually, or in person with clients. Regularly converses with internal and external contacts. Visual acuity. Regularly must have close visual acuity to view and enter information into computer and software systems, analyze data, develop presentations and reports, and other materials. Mental focus. Requires worker to maintain focus and exchange detailed and accurate information through oral and written communication. Work Environment: Work may be conducted remotely or in an office with a surrounding small cubicle environment. Office work environment is climate controlled with no substantial exposure to adverse environmental conditions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity or sexual orientation. We are also an equal opportunity employer of individuals with disabilities and protected veterans. Please view Equal Employment Opportunity Posters provided by OFCCP.

Job DescriptionEPM is growing, and we are seeking Jr. Account Executives to join our team. In this role, you'll support business development efforts by helping to build and manage relationships with third-party originators, assisting in onboarding new clients, and supporting existing accounts. The ideal candidate is motivated, eager to learn, and has strong communication skills with a customer-first mindset. If you're looking to start or grow your career in mortgage sales, apply today! Key Responsibilities Assist in identifying and onboarding qualified third-party originator/broker accounts. Participate in sales calls with prospective and current accounts to learn client needs and opportunities. Support training efforts by providing accounts with information on systems, policies, procedures, and products. Respond to account inquiries and escalate issues to senior team members as needed. Serve as a liaison between accounts and the EPM operations teams, ensuring timely communication. Collaborate with Regional Sales Managers and internal teams to maintain strong account relationships. Help track account activity, monitor pipeline progress, and assist with reporting to management. Support team efforts to meet goals through effective time management and prioritization. Additional responsibilities related to business needs. Qualifications & Skills High school diploma required; college degree preferred. 1+ years of professional work experience, ideally in sales, customer service, or financial services. Excellent interpersonal and communication skills (verbal and written). Motivated and eager to learn with a proactive approach. Ability to organize and prioritize tasks effectively. Problem-solving mindset with willingness to seek guidance when needed. Basic knowledge of wholesale lending processes and loan programs preferred (training provided). Familiarity with local markets or financial services a plus. About EPM Founded at the height of the mortgage crisis in 2008, EPM has rapidly evolved into one of the leading mortgage lenders in the U.S. Our vision is clear to live in a world that everyone has the opportunity for the American Gift. We strive to offer top-tier financial services, exceptional communication, and unwavering assistance to our clients. Our goal is not only to facilitate homeownership but also to empower individuals and families through informed financial decisions, by closing one loan perfectly at a time. Headquartered in Atlanta, GA, EPM is licensed in 50 states and provides an array of lending resources such as Conventional, FHA, VA, 203K, Reverse, and USDA loans. Additionally, we are proud to be a trusted Seller/Servicer for Fannie Mae, Freddie Mac, and Ginnie Mae, ensuring that our clients have access to reliable and competitive financing options. EPM is an equal opportunity employer committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic. Candidate Acknowledgment Statement By clicking "Apply for this Job," I acknowledge that I have reviewed, understand, and agree to the terms outlined in the linked EPM Legal Statement and Application Addendum. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Build the financial engine. Grow into the seat. Lead with clarity. Ark Financial is dedicated to transforming lives through financial education and holistic wealth management. Rooted in Christian values, we specialize in bringing peace of mind to entrepreneurs by balancing business and personal needs. Our vision is simple but bold: "One day, everyone will have a family office." We're not just managing books - we're building the financial backbone of a movement. If you're hungry for clarity, growth, and impact, this is your invitation. Position Overview As an Accounting Bookkeeper, you will play a pivotal role in maintaining the financial health of our growing company. This role requires hands-on ownership of day-to-day accounting, bookkeeping (cash and accrual basis), and payroll operations. It offers a unique growth path for someone eager to help architect a financial department from the inside out. You'll start with the numbers - but you won't stay there. We're looking for someone who is energized by structure and the opportunity for professional growth. You should be wired for stewardship, crave clarity, and bring a strong internal drive to own outcomes, not just tasks. This is an ideal seat for a hard-charger - someone who wants to be part of building something long-term and transformational. Key Responsibilities Bookkeeping & Financial Management Maintain accurate, timely financial records in QuickBooks (AP/AR, GL, reconciliations) for multiple business entities Deliver month-end close processes with discipline and precision Prepare management-level financial reports and statements Monitor cash flow and help optimize financial processes Coordinate with outside CPAs and tax professionals as needed Payroll & Compliance Accurately process payroll and maintain employee records Administer HRA/401(k) benefits in alignment with legal and company policies Ensure compliance with federal and state labor laws, tax filings, and reporting Maintain confidentiality with extreme diligence Systems & Process Development Identify and improve internal financial workflows and controls Build scalable systems for bookkeeping, reporting, and financial hygiene Partner with leadership to prepare for future audits, growth phases, and team expansion Cross-Team Support & Future-Focused Contribution Participate in budgeting, forecasting, and strategic planning alongside senior leadership Provide financial insight for decision-making across the business Actively shape and build the future finance function as Ark grows Mentor or onboard future finance hires as the team scales Qualifications 2-5 years experience in bookkeeping or accounting (multi-entity preferred) Fluency in QuickBooks Online and Excel; familiarity with modern accounting tools a plus Detail-oriented, self-motivated, and proactive - you double-check your own work Able to juggle multiple responsibilities without letting things slip Experience preparing or reviewing financial statements Growth-minded - you want to be in the room where it happens High integrity, trustworthiness, and a strong stewardship posture Compensation & Work Structure Salary: $50-65K, depending on experience and expertise Schedule: Full-time, in-office (M-F, 8:00 am - 5:00 pm). *Life happens - we're flexible where needed for important personal matters. Location: Austin, TX Why This Role Is Different This isn't just a bookkeeping job. It's the first step toward a high-level future for someone ready to grow. You won't be micromanaged - but you will be coached, developed, and expected to take ownership. You'll be building systems, not just following them. You'll be learning to lead, not just execute. And you'll be given the opportunity to earn your way into leadership - if that's what you're made for. What's Next? We move fast and hire with intention. If you're ready to build something meaningful, we'd love to hear from you. Together, let's build the kind of financial team others point to as the standard. Not just competent - convictional. Not just numbers - vision. Not just support - stewardship.

Gelfand, Rennert & Feldman is seeking a full charge Bookkeeper with ideally entertainment/touring experience to join our team of dedicated professionals. This position can be based out of Nashville, TNon a hybrid basis. The Bookkeeper is responsible for computing, classifying, and recording financial transactions to ensure the financial records of assigned clients are accurate. Primary Responsibilities Process accounts payable and accounts receivable Perform credit card and bank reconciliations Maintain electronic filing system General communication with vendors, clients, and client representatives via phone, email, and in-person Perform cash flow reports and cash balances as required Assist in assembling information for year-end tax packages for accountants Provide some assistance on insurance questions Identify, trace, and correct errors Prepare/review 1099 reports Prepare journal entries Assist in the preparation and processing of payroll, as well as applicable reporting Print reports (such as financial statements) for review Other projects and duties as assigned Qualifications: 1+ years of bookkeeping experience in an entertainment business management firm or 2+ years of general accounting experience High School Diploma or GED equivalent is required; Associate's degree is preferred Excellent communication skills (in person, on the phone, and via email) Sense of urgency Keen eye for details Ability to quickly shift gears without losing focus Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.) Experience with AgilLink software is highly preferred This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $51,771 - $58,032. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. Gelfand, Rennert & Feldman is an Equal Opportunity Employer. For information on our Job Applicant Privacy Notice, please click here. #LI-CH1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

This newly created position will help us establish and document our newly established AR team which has previously reported directly to our Accounting Manager. Our growing firm sends out roughly 50,000 invoices annually. This position is a customer-facing position who will spend some portion of their day researching and answering client questions. The career path for this position could be a progressive position in the AR area, a move to our accounting group, or a move to one of our other teams. Job Responsibilities: Answer client and account manager questions about invoices Input data into our billing system Setup clients in our billing system Produce invoices Send statements to clients Investigate and resolve billing discrepancies and customer disputes Process client refunds as needed Assist in troubleshooting automation problems Assist in documenting processes and procedures Perform other responsibilities as appropriate Requirements: At least 2 years of college course work Some work experience with experience in AR a plus 4-year degree preferred Strong technology skills including Microsoft products Experience with ChargeOver (or other invoicing software) a plus Extremely detail-orientated Good customer service skills Compensation and Benefits: Base Salary $40,000-$60,000 Salaried, non-exempt Medical, dental, disability, and life insurance Paid time off 401(k) plan with employer match Work Location/Hours: Hybrid; can work from home two days per week Must be able to work from our Houston, TX office located at 10777 Northwest Freeway Suite 440, Houston, TX 77092 Must work from USA and be authorized to work for any US employer We will supply all necessary computer equipment We get it. We listen. We communicate. Click Here to review our Privacy Policy

Tired of long hours at the office? Interested in a promising future? Maybe even dreaming of a positive employee-centric environment where variety and work life balance are top priorities? Then you should work with us! BKBY is growing by leaps and bounds! We are searching for teammates with a passion for learning and a drive for growth. If you want to be part of a team with a culture that focuses on caring for the team as much as we care for our clients, you have found us! We are seeking an experience Bookkeeper, with QuickBooks Online experience, so if: numbers make your eyes twinkle, and balanced accounts send you over the moon, and you understand the gravity of excellent customer service… YOU might be our next RISING STAR! It would be out of this world to have you on our team! Please read on! Job Description The ideal candidate possesses the core values above, as well as highly proficient skills in accounting and/or bookkeeping. Required functional skills include the ability to maintain records with a service-oriented attitude and client-facing experience. You must be able to prepare financial statements, maintain financial records, including purchases, sales, receipts and payments, process accounts payable and accounts receivable, manage invoices and tax payments and execute payroll. The ideal candidate brings to BKBY 15+ years of experience, at least 10+ years of QuickBooks Online experience, and a can-do attitude. We seek someone who can integrate quickly into our team, quickly become self-sufficient, and support our team and their multiple clients. BKBY is conveniently and centrally located in the Heights area of Houston, TX -- near Memorial Park. Qualifications Functional Responsibilities Prepare for review, monthly financial close activities through preparation and posting of journal entries, account reconciliations, and variance analysis while ensuring the proper timelines are followed Record day to day financial transactions and complete posting in both AP/AR Reconcile daily invoices and monthly statements and pay them by scheduling and preparing checks and credit card payments, reconcile bank and credit card statements, based on the needs of each client Maintain records, with a high degree of accuracy and attention to detail Process and handle payroll in a timely manner Analyze transactions and prepare reports Prepare Sales & Use Tax, Quarterly Estimates, Year End 1099 forms for final review Contribute to a strong client relationship through positive interactions and timely responses Stay informed on industry developments and changes in regulations Ability to act and operate independently with minimal daily direction from manager to accomplish objective, within first week Required Skills 15+ years of experience in Full Charge, Multi-Client Bookkeeping Must have thorough knowledge and experience with QuickBooks Online Advanced level of proficiency with MS Excel Excellent analytical skill with an attention to detail, strong organization, resourcefulness, multi-tasking, and time-management skills Experience with managing multiple clients Enthusiastic, positive, and collaborative; Ability to work independently and effectively with staff and clients Good judgment and creative problem-solving skills Ability to explain complex accounting data in a simple way Integrity, with an ability to handle confidential information Strong understanding of generally accepted accounting principles Highly proficient knowledge of basic bookkeeping and accounts payable/receivable principles experience Strong organizational, time management and multi-tasking skills, with ability to balance competing priorities Ability to effectively present information, communicate with, and respond to questions from co-workers, management, and external groups Continuous improvement mindset and the ability to adapt to changing demands Highly analytical, high degree of accuracy and attention to detail Required Interpersonal Skills Ability to identify opportunities for professional development of staff Ability to quickly integrate into our team, and to work independently Excellent interpersonal communication, both written and verbal Customer service orientation and skills; comfortable answering client questions and solving problems as needed Professional services experience a plus Additional Information Education: Associate's or Bachelor's degree in Accounting preferred but not required

Our Client is seeking a part-time Bookkeeper to handle day-to-day transactional accounting. The role will handle accounts payable, accounts receivable, payroll, and general ledger bookkeeping using Sage Intacct. Details: Hours: 15-20 hours per week Schedule: Hybrid; must work onsite one day per week (Tuesday preferred; Wednesday or Thursday possible) Location: Sylvan Park area Structure: Temp-to-perm opportunity Requirements: Minimum of 5 years of bookkeeping or accounting experience Experience with Sage Intacct required Proficiency in accounts payable, accounts receivable, payroll processing, and general ledger bookkeeping Strong Excel and general computer skills Ability to work independently and maintain accuracy under deadlines Excellent communication and organizational skills Availability to work onsite one day per week

Titan Production Equipment was founded in 2018. As a 100% production equipment-focused company, Titan provides a high level of service, quality and capabilities to fulfill customers' equipment needs around the separation, processing and treating of oil and gas hydrocarbon streams. Titan offers deep engineering expertise and has capacity to manufacture at high volumes in an ASME-certified facility that produces both pre-designed and custom separators, heater treaters, glycol dehydration units, as well as a wide range of other production equipment products. Job Description: · Accounts Receivable - Generate & Send Invoices (through billing portals) · Accounts Receivable -Maintain accurate billing records · Accounts Receivable -Apply cash receipts · Accounts Receivable -Monitor customer accounts for overdue payments or upcoming payments and contact customers as needed · Monthly Accounting Process - Assist with monthly accounting close and account reconciliations · Accounts Payable - Support Accounts Payable as needed · Other Ad hoc projects as needed Preferred Education and Experience: • Bachelor's degree in Accounting or Finance • Two (2) to five (5) years of experience working in a Manufacturing environment • Excellent analytical and problem-solving skills • Proven ability to implement continuous process improvement initiatives • Advanced Excel skills (VLOOKUP and Pivot Tables) • Billing Portal Experience (Ariba, OpenInvoice, etc.) • ERP experience • Sales Tax Experience preferred Physical Strain: • Must be able to work in a fast-paced environment under pressure