Senior Accountant jobs at Confie - 136 jobs

Why Work For Us? * Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position * 401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period * Benefits - Medical, Dental, Vision, wellness program and more! * Paid Holidays * Paid Time Off - Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities. * Collaborative Environment - AAA will value your contribution to providing exceptional service to our members * Free AAA Classic Membership * AAA Product Discounts * Tuition Reimbursement Program . At AAA, our Team Members strive to deliver amazing service and help our Members outsmart life's roadblocks. We believe everything you do outside of work adds to who you are at work. NOTE: This role is hybrid and requires 3 days a week onsite in our Walnut Creek office. Job Summary Our Senior Accountant is responsible for accounting functions to include the development and maintenance of accounting systems, general ledger, asset and liability records and other financial transactions, as well as the reporting of financial and statistical data. The ideal candidate uses advanced accounting concepts and company objectives to resolve complex issues in creative and effective ways. Our Senior Accountant may function as a team lead and/or coordinate functions of others. They receive assignments in the form of goals and exercise considerable judgment and latitude in obtaining results. Interacts with all levels of staff and external constituents to resolve a wide variety of accounting related issues. Essential Functions * Develops implements and/or maintains one or a combination of general accounting systems. * Applies specialized accounting concepts to perform technical analyses to understand past performance and determine present and future performance and/or resource allocations. * Applies company policies and procedures to resolve a variety of issues at the highest levels of complexity, ensuring internal control objectives are met. * Prepares proposals for improvements to internal accounting procedures and policies. * Evaluates, interprets and, summarizes reports and records for all levels of leadership. * Is a resource to management on complex issues or specialized functions and standards. * Leads team in completing regulatory findings, income and expense report filing and general ledger closing cycle. * Provides coaching and assistance to lower level accounting staff. Knowledge/Skills/Abilities * Thorough knowledge of GAAP and Statutory accounting principles * Thorough knowledge of financial statement preparation, including consolidations and other advanced topics * Thorough knowledge of financial analysis techniques * Strong analytical skills needed to structure and conduct analyses and to evaluate and develop logical solutions to accounting issues * Understanding of the financial dynamics of a P & C insurer and AAA operations and their application to CSAA's accounting environment Education & Experience / Licenses & Certification * Bachelor's degree with emphasis on Business Administration, Finance or Accounting. CPA preferred * 6-7 years previous relevant work experience. #LI-VB1 #VIC_RX We target between minimum and midpoint of the range, and all offers are subject to a fair pay analysis - Compensation Range: Min: $89,744.00 - Mid: $112,180.00- Max: $134,617.00 *

The Senior Investment Accountant ensures that investment accounting policies and procedures are correctly applied to financial transactions. Under minimal supervision, this job works directly with asset management, portfolio management and acquisition/disposition teams. This job leads a team to prepare month end closing reports and subsidiary quarterly financial analytics, and reports to senior management ensuring accurate asset evaluations. Key Responsibilities and Duties Prepares timely and accurate GAAP work papers and supporting schedules to satisfy all investment accounting requirements for internal and external audits. Reviews financial information for joint ventures to ensure compliance with investment accounting policies and procedures (sales, acquisitions, debt refinancing, REIT restructuring, and financial performance). Incorporates frequent ad hoc financial inquiries into the monthly and quarterly reports, adding value by providing management insight into the activities of the underlying properties. Calculates unlevered and levered, gross and net portfolio performance returns and property internal rates of return. Converts modified cash basis accounting information provided by third party management firms to accrual basis to facilitate preparation of fair value GAAP basis financial statements. Provides guidance to junior Investment Accountants regarding issues that require more advanced knowledge and experience. Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required; 5+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC REQUIRED QUALIFICATION: 3+ years of accounting experience in public accounting, fund accounting, real estate accounting and/or financial statement preparation PREFERRED QUALIFICATIONS: 5+ years of accounting experience in public accounting, fund accounting, real estate accounting and/or financial statement preparation CPA license Bachelors Degree in Accounting Strong proficiency in MS Office: Excel, Word and PowerPoint Previous experience using Yardi and Workiva Public Accounting Real Estate Accounting Cash Management Carried Interest Allocations ADDITIONAL RESPONSIBILITIES: Oversee the Fund Admin team to ensure all reporting deadlines are met timely and accurately. Reviews all legal agreements to ensure accounting structures are setup appropriately. Reviews all REIT compliance and tax compliance schedules. Reviews all Investor agreements to ensure commitments and side letter reporting are setup and accurate. From time-to-time review and research complex transactions. Review all debt agreements and ensure debt covenants adhered to. Related SkillsAccountability, Accounting Standards, Business Acumen, Client Relationship Management, Collaboration, Communication, Compliance, Data-Driven Business Intelligence, Due Diligence, Executive Presence, Financial Acumen, Financial Modeling, Financial Risk Management, Financial Statements, Fund Accounting, Market/Industry Dynamics, Stakeholder Engagement, Story Telling Anticipated Posting End Date: 2026-01-02Base Pay Range: $76,300/yr - $101,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Primarily responsible for completing general ledger account reconciliations, resolution of items and preparing monthly journal entries. The role may also include assistance with other aspects of accounting and reporting, or special projects, as needed. Aid in follow up for Unclaimed property items. Primary Job Functions: * Journal entry preparation and posting * Responsible for cash and non-cash balance sheet reconciliations as assigned. including resolution of reconciling items * Perform month end close activities including accruals and other processes assigned. * Identify and implement process improvements to create efficiencies * Respond to audit requests. * Perform other job-related duties as assigned The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform. Minimum Qualifications * Minimum 5 yeasrs of successfuk experiene in accounting or audit function * Bachelor's degree in Accounting or equivalent combination of education, training, or work experience * CPA or CPA eligible preferred Skills & Competencies Required * Advanced MS Excel ability * Strong verbal and written communication skills * Proven organizational skills and ability to prioritize and work effectively on multiple tasks in a fast-paced environment. * Ability to work independently with minimal supervision. * Oracle EBS general ledger experience a plus * Blackline reconciliation tool experience a plus Additional Information: Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more. #LI-Onsite

Primarily responsible for completing general ledger account reconciliations, resolution of items and preparing monthly journal entries. The role may also include assistance with other aspects of accounting and reporting, or special projects, as needed. Aid in follow up for Unclaimed property items. Primary Job Functions: Journal entry preparation and posting Responsible for cash and non-cash balance sheet reconciliations as assigned. including resolution of reconciling items Perform month end close activities including accruals and other processes assigned. Identify and implement process improvements to create efficiencies Respond to audit requests. Perform other job-related duties as assigned The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform. Minimum Qualifications Minimum 5 yeasrs of successfuk experiene in accounting or audit function Bachelor's degree in Accounting or equivalent combination of education, training, or work experience CPA or CPA eligible preferred Skills & Competencies Required Advanced MS Excel ability Strong verbal and written communication skills Proven organizational skills and ability to prioritize and work effectively on multiple tasks in a fast-paced environment. Ability to work independently with minimal supervision. Oracle EBS general ledger experience a plus Blackline reconciliation tool experience a plus Additional Information: Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more. #LI-Onsite

Prepares a range of journal entries to records various financial activity for the period. Responsible for the preparation of financial statements including balance sheet, income statements, disclosures and other supporting and supplemental schedules and exhibits for regulatory filings. Reports organization's finances to management and assists in budget forecasts. Primary Job Functions: Preparation of monthly, quarterly and annual closing statements and reports, including written premium, losses and income. Running periodic financial reports, including monthly and quarterly analytics as assigned, including research of variances. Preparation of financial statements and account reconciliations. Responsible for monthly closing process and reporting. Respond to audit requests including insurance departments inquiries. Responsible for coordinating and leading efforts to complete special projects as requested. Directly accountable for the preparation and completion of all supplemental reporting/filings for responsible Fortegra companies. Maintain/prepare procedure manuals as needed. Assist with onboarding of new business, to include setting up reporting and system profiles to capture monthly activity. The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform. Additional Information: Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more. Job Posting Disclaimer Fortegra will never request financial or sensitive information such as your bank account information, social security number, or other non-publicly available information for any purpose during the application and interview process. All official communications from our Talent Acquisition team will come from our email domain address “@fortegra.com”. If you receive a suspicious message, unsolicited job offer or would like to verify the legitimacy of any communication about a position, please contact our Human Resources department at ***************************. Please be aware of job fraud(s) - all correspondence emails regarding your candidacy will come from our Fortegra.com email address. Thank you. #LI-Onsite

Embark on a rewarding career journey at Applied Underwriters, where employees have been at the heart of our success story for more than 30 years. Headquartered in Omaha, NE, our company thrives on innovation and empowers our employees to shape the future of global risk services. Join a team where your ideas are valued and your talents are nurtured with formal, paid training and mentorship. Experience a workplace culture that celebrates initiative, recognizes results, and provides outstanding benefits that allow you to focus on achieving your full potential. Applied Underwriters is currently hiring a Senior Accountant for our Reinsurance Accounting team who will assist in creating, developing, analyzing, and maintaining data used for financial statements, examinations, regulatory reporting, and internal reporting. This role will be responsible for performing daily accounting functions, account reconciliations and assist monthly close. You will collaborate with actuarial, underwriting, and program management teams from around the globe to ensure the accuracy of all financial reinsurance accounting reporting. As a Senior Accountant, you will play an integral role for the rapidly growing reinsurance solutions sector at Applied Underwriters.Requirements: Bachelor's degree in Accounting or Finance, providing foundational knowledge of accrual-based accounting, journal entry preparation, and financial statement analysis. Strong Excel skills with an interest in coding/automation. 2+ years of professional experience in an accounting role. Our Benefits Include: 100% employer-paid medical, dental, and vision insurance for employees 401(k) plan with 100% immediate vesting and a 4% company match Paid time off (PTO) and paid holidays On-site pharmacy, Promesa, provides convenient prescription delivery directly to you Life, disability, critical illness and accident insurance Employee Assistance Program (EAP) Pre-tax Flexible Spending Accounts for health, dependent care, and commuter-related expenses Tuition reimbursement Fitness reimbursement and various additional quality-of-life benefits Applied Underwriters is a global risk services firm helping business and people manage uncertainty through its business services, insurance, and reinsurance solutions. As a company, we truly operate differently within our business sector. Applied Underwriters has one of the highest customer retention rates in the industry - a success directly attributed to our employees and their high level of commitment, hard work, and ambition.

Embark on a rewarding career journey at Applied Underwriters, where employees have been at the heart of our success story for more than 30 years. Headquartered in Omaha, NE, our company thrives on innovation and empowers our employees to shape the future of global risk services. Join a team where your ideas are valued and your talents are nurtured with formal, paid training and mentorship. Experience a workplace culture that celebrates initiative, recognizes results, and provides outstanding benefits that allow you to focus on achieving your full potential. The Statutory Accountant is primarily responsible for maintaining and properly accounting for all the premium, reinsurance, loss, and reserving transactions of one of our several insurance companies. This person will also research and review other accounting areas of the Insurance Company and be accountable for the preparation of financial statements which are accurate, complete and in compliance with applicable laws and regulations. Requirements: Bachelor's degree in Accounting. At least three years of accounting experience. Knowledge of Statutory Accounting Principles (SAP/STAT) and Generally Accepted Accounting Principles (GAAP). Strong Excel skills. Our Benefits Include: 100% employer-paid medical, dental, and vision insurance for employees 401(k) plan with 100% immediate vesting and a 4% company match Paid time off (PTO) and paid holidays On-site pharmacy, Promesa, provides convenient prescription delivery directly to you Life, disability, critical illness and accident insurance Employee Assistance Program (EAP) Pre-tax Flexible Spending Accounts for health, dependent care, and commuter-related expenses Tuition reimbursement Fitness reimbursement and various additional quality-of-life benefits Applied Underwriters is a global risk services firm helping business and people manage uncertainty through its business services, insurance, and reinsurance solutions. As a company, we truly operate differently within our business sector. Applied Underwriters has one of the highest customer retention rates in the industry - a success directly attributed to our employees and their high level of commitment, hard work, and ambition.

Embark on a rewarding career journey at Applied Underwriters, where employees have been at the heart of our success story for more than 30 years. Headquartered in Omaha, NE, our company thrives on innovation and empowers our employees to shape the future of global risk services. Join a team where your ideas are valued and your talents are nurtured with formal, paid training and mentorship. Experience a workplace culture that celebrates initiative, recognizes results, and provides outstanding benefits that allow you to focus on achieving your full potential. Applied Underwriters is currently hiring a Senior Accountant for our Reinsurance Accounting team who will assist in creating, developing, analyzing, and maintaining data used for financial statements, examinations, regulatory reporting, and internal reporting. This role will be responsible for performing daily accounting functions, account reconciliations and assist monthly close. You will collaborate with actuarial, underwriting, and program management teams from around the globe to ensure the accuracy of all financial reinsurance accounting reporting. As a Senior Accountant, you will play an integral role for the rapidly growing reinsurance solutions sector at Applied Underwriters. Requirements: * Bachelor's degree in Accounting or Finance, providing foundational knowledge of accrual-based accounting, journal entry preparation, and financial statement analysis. * Strong Excel skills with an interest in coding/automation. * 2+ years of professional experience in an accounting role. Our Benefits Include: * 100% employer-paid medical, dental, and vision insurance for employees * 401(k) plan with 100% immediate vesting and a 4% company match * Paid time off (PTO) and paid holidays * On-site pharmacy, Promesa, provides convenient prescription delivery directly to you * Life, disability, critical illness and accident insurance * Employee Assistance Program (EAP) * Pre-tax Flexible Spending Accounts for health, dependent care, and commuter-related expenses * Tuition reimbursement * Fitness reimbursement and various additional quality-of-life benefits Applied Underwriters is a global risk services firm helping business and people manage uncertainty through its business services, insurance, and reinsurance solutions. As a company, we truly operate differently within our business sector. Applied Underwriters has one of the highest customer retention rates in the industry - a success directly attributed to our employees and their high level of commitment, hard work, and ambition. 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.

Embark on a rewarding career journey at Applied Underwriters, where employees have been at the heart of our success story for more than 30 years. Headquartered in Omaha, NE, our company thrives on innovation and empowers our employees to shape the future of global risk services. Join a team where your ideas are valued and your talents are nurtured with formal, paid training and mentorship. Experience a workplace culture that celebrates initiative, recognizes results, and provides outstanding benefits that allow you to focus on achieving your full potential. The Statutory Accountant is primarily responsible for maintaining and properly accounting for all the premium, reinsurance, loss, and reserving transactions of one of our several insurance companies. This person will also research and review other accounting areas of the Insurance Company and be accountable for the preparation of financial statements which are accurate, complete and in compliance with applicable laws and regulations. Requirements: * Bachelor's degree in Accounting. * At least three years of accounting experience. * Knowledge of Statutory Accounting Principles (SAP/STAT) and Generally Accepted Accounting Principles (GAAP). * Strong Excel skills. Our Benefits Include: * 100% employer-paid medical, dental, and vision insurance for employees * 401(k) plan with 100% immediate vesting and a 4% company match * Paid time off (PTO) and paid holidays * On-site pharmacy, Promesa, provides convenient prescription delivery directly to you * Life, disability, critical illness and accident insurance * Employee Assistance Program (EAP) * Pre-tax Flexible Spending Accounts for health, dependent care, and commuter-related expenses * Tuition reimbursement * Fitness reimbursement and various additional quality-of-life benefits Applied Underwriters is a global risk services firm helping business and people manage uncertainty through its business services, insurance, and reinsurance solutions. As a company, we truly operate differently within our business sector. Applied Underwriters has one of the highest customer retention rates in the industry - a success directly attributed to our employees and their high level of commitment, hard work, and ambition. 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.

Job DescriptionEmbark on a rewarding career journey at Applied Underwriters, where employees have been at the heart of our success story for more than 30 years. Headquartered in Omaha, NE, our company thrives on innovation and empowers our employees to shape the future of global risk services. Join a team where your ideas are valued and your talents are nurtured with formal, paid training and mentorship. Experience a workplace culture that celebrates initiative, recognizes results, and provides outstanding benefits that allow you to focus on achieving your full potential. Applied Underwriters is currently hiring a Senior Accountant for our Reinsurance Accounting team who will assist in creating, developing, analyzing, and maintaining data used for financial statements, examinations, regulatory reporting, and internal reporting. This role will be responsible for performing daily accounting functions, account reconciliations and assist monthly close. You will collaborate with actuarial, underwriting, and program management teams from around the globe to ensure the accuracy of all financial reinsurance accounting reporting. As a Senior Accountant, you will play an integral role for the rapidly growing reinsurance solutions sector at Applied Underwriters.Requirements: Bachelor's degree in Accounting or Finance, providing foundational knowledge of accrual-based accounting, journal entry preparation, and financial statement analysis. Strong Excel skills with an interest in coding/automation. 2+ years of professional experience in an accounting role. Our Benefits Include: 100% employer-paid medical, dental, and vision insurance for employees 401(k) plan with 100% immediate vesting and a 4% company match Paid time off (PTO) and paid holidays On-site pharmacy, Promesa, provides convenient prescription delivery directly to you Life, disability, critical illness and accident insurance Employee Assistance Program (EAP) Pre-tax Flexible Spending Accounts for health, dependent care, and commuter-related expenses Tuition reimbursement Fitness reimbursement and various additional quality-of-life benefits Applied Underwriters is a global risk services firm helping business and people manage uncertainty through its business services, insurance, and reinsurance solutions. As a company, we truly operate differently within our business sector. Applied Underwriters has one of the highest customer retention rates in the industry - a success directly attributed to our employees and their high level of commitment, hard work, and ambition. 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.

DecisionHR is a Professional Employer Organization (PEO) located in St Petersburg, FL. Since our inception in 1996, we have empowered our clients with industry-leading human resource solutions they need to drive their business. We assist our clients in the areas of payroll, worker's compensation, human resources, and benefits. We remove the administrative burden of running their business and allow our clients to focus on their revenue-producing activities. Our goal is to deliver customizable, practical workforce solutions that increase profits, reduce costs and liability, and attract, develop, and retain long-term employees. Our Core Values Include Collaboration: working together is critical to achieving organizational goals. Innovation: growth happens when we can absorb and implement new ideas that provide unique solutions and superior customer service. Performance: we believe in providing our employees with the tools and support they need to grow, succeed, and make an impact. Social Responsibility: we place charity and volunteer work at the core of our organization. Trust: we build and maintain trust with our employees and clients by embodying integrity, transparency, and ‘doing the right thing.' Company Value Statements In the performance of their respective tasks and duties, all employees are expected to demonstrate the following: Acting with the highest level of honesty, trust, character, and transparency. Making a unified effort to achieve the goals of the organization; embracing accountability for exceptional performance every day. Commitment to excellence in reaching our full potential as individuals and as an organization, surpassing the ordinary and the expectations of our stakeholders. Approaching every challenge with creative energy, discovering unique solutions to maximize success; focus on creating and delivering compelling customer value. Belief in the power of a diverse workforce and in creating a positive impact on both the environment and our community. Job Summary: The Senior Staff Accountant plays a key role in maintaining the integrity of the company's financial records across multiple entities. This position is responsible for general ledger reconciliations, journal entries, and month-end, quarter-end, and year-end closings. The role will also support financial reporting, audits, and process improvements. The ideal candidate will be detail-oriented, analytical, and comfortable working in a fast-paced PEO environment that involves intercompany activity and multi-entity reporting. Key Responsibilities: • Perform and review general ledger account reconciliations and analyses across multiple entities. • Prepare and maintain accruals, prepaids, fixed assets, and depreciation schedules. • Execute and document journal entries to support monthly, quarterly, and annual close cycles. • Conduct account variance analysis and provide clear explanations of fluctuations and trends. • Assist with intercompany reconciliations, clearing accounts, and payroll-related liabilities such as taxes, benefits, and workers' compensation. • Support tax, cash and bank reconciliations. • Participate in audit preparation and provide support to external auditors. • Contribute to process documentation, system improvements, and automation initiatives. • Ensure compliance with GAAP and internal control procedures. Physical attendance is required at the worksite 3 days a week, 8 am to 5 pm. Qualifications: • 4-7 years of progressive accounting experience, preferably in a multi-entity or PEO setting. • Solid understanding of GAAP, reconciliations, and month-end close processes. • Strong Excel skills: experience with BlackLine or similar reconciliation tools is a plus. • Familiarity with accounting systems/ERP platforms. • Excellent analytical, communication, and organizational skills. The preceding position description has been designed to indicate the general nature of the work performed; the level of knowledge and skills typically required; and the usual working conditions of this position. It is not designed to contain or be interpreted as a comprehensive, complete, or exclusive list of the duties of the position. Additional and different duties may be assigned from time to time. We are an E-Verify company.

Company:Marsh McLennan AgencyDescription: JOB TITLE: Commercial Sr. Account Consultant JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Directly manage the Client Insurance Program for assigned accounts, utilizing agency management system. Generally, this position is a very experienced individual contributor who manages 4-6 very complex accounts. This position is matrixed to a specific Producer or Producers under whose auspices the Sr. Account Consultant is fully responsible and accountable for the total management of specific clients and/or is the primary resource to specific Account Executives on other. Access to a Commercial Account Manager and/or Sr. Account Manager may be available based on business need. Customer Satisfaction and Client Retention Directly manage the execution and delivery of client calendar/timeline milestones Conduct meetings and other communication with client to assess, maintain, and improve customer satisfaction Proactively maintain positive client relationship and have mastered the ability to analyze situations, make proactive decisions and direct a team to follow-through Demonstrate a strong consultative ability to instruct and provide strong guidance to the client, achieving a high-level of trust Monitor and manage the quality of service delivered to the client by MMA team members and carriers/vendors Monitor, manage, and facilitate the resolution by carriers/TPAs/vendors and MMA team members of escalated service issues Client Consultations/Recommendations Consult with clients and make strategic Risk Management plan design recommendations. Risk Management Plan design recommendations should align with clients' business strategy, culture, and priorities and should focus on trend management Maintain strong working knowledge and command of carrier/vendor products and services and effectively deliver appropriate carrier/TPA recommendations and product and service solutions to clients Maintain strong working knowledge and command of MMA services, resources and capabilities, and leverage them appropriately on behalf of clients Consult with clients and deliver appropriate funding arrangement recommendations Present financial/risk management reports providing data and information pertinent to risk management, plan design recommendations, products/services recommendations, renewal projections/planning, budget planning, etc. Mastery level knowledge and command of CCIP capabilities and services Renewal / Account Rounding Process Present and review plan performance reports and renewal projections Conduct pre-renewal planning meetings, including recommendations for renewal strategies Work with Team and marketing representatives to manage renewal bid/marketing strategy and deliver renewal presentations Manage ongoing carrier/TPA/Vendor renewal negotiations on clients' behalf Make recommendations for additional products/services and for expanding broker/consultant services Manage and monitor revenue levels on all clients and work with Producers to develop strategies and actions for negotiation of commissions/fees Client Relationship Management -Developing, maintaining and expanding business relationships with key client decision makers and senior leaders, often C-suite level Revenue Generation - Manage and monitor revenue generated by each account and work with Producers to negotiate appropriate agency revenue levels for each individual client Marketing/Sales Activities - Represent MMA at conferences, meetings, councils, community, and industry events Internal Contributions and Functions Serve as internal subject matter expert in designated areas of expertise. Meet or exceed Role Model MHBT standards of excellence, including but not limited to: Ensure maintenance of files and records in an orderly, timely manner via use of Sagittta and Image Right. Ensure Service Plans via constant use of renewal timeline. Proficient in creation of and use of key industry risk management strategies or documents routine to daily service processes, ie: Risk identification and assessment Coverage evaluation, Risk retention strategies (deductibles, SIR's, Captives) Function as primary go-to person Client Contract Review Maintain and exhibit a positive, professional appearance and image. Understand and adhere to policies and procedures within the MMA employee handbook. Adhere to security and compliance requirements, appropriately manage/protect PHI and PII, and protect agency intellectual capital. Mastery level knowledge of property and casualty products, services, market dynamics, carriers/TPAs/vendors, fully insured and alternative funding arrangements. REQUIREMENTS: Position available on an as-needed business basis Licensed: Texas P&C Agent Education: Bachelor's Degree or equivalent professional experience preferred (Internal) 15+ years of Account Executive experience preferred (including at least 5-7 years in Executive or Sr. Account Manager role) (External) At least 15 years of Commercial Account Consultant or Executive experience CIC & CRM, or CPCU preferred If no designation, then 15+ years of experience as an Account Consultant or Executive preferred High level of organization with strong attention to detail and the ability to set, recognize, and manage multiple priorities and deadlines are essential. Applied knowledge and skills in the areas of communication, typing/word processing, and interpersonal relations. Accuracy and the ability to execute short and long term goals and to work independently are essential. Proficient with Microsoft Office Suite, especially email, Word, and Excel, and PowerPoint. College degree or equivalent professional experience preferred We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: *************************** .

John Knox Village is seeking an experienced Assistant Controller to support the Board of Directors, Management and the Department by providing accurate and timely financial information and an effective system of internal controls to allow the organization's management to make informed decisions and help achieve the organization's key strategic goals. As the Assistant Controller, you will assist the Controller in completion of all requirements of the Accounting Department as it pertains to all aspects of the Village. Review financial statements for the Board as well as upper management. Preparing monthly, quarterly and yearly financial reports. Assists with management of accounting, auditing and budgeting within the organization. Ensuring all accounting practices follow legal guidelines and established accounting principles. Supporting the accounting department with all aspects of the general ledger. We are seeking those who bring a Bachelor's Degree in accounting/finance along with 5+ year's progressive supervisory experience in all areas of accounting. Demonstrated leadership experience and excellent understanding of GAAP and relevant financial accounting regulations. Excellent knowledge of accounting and financial processes (budgeting, financial closure, reporting etc.) CPA designation and auditing experience required. Competitive salary is supported by a comprehensive benefits program including- medical insurance, dental insurance, vision coverage, 401(k) and paid time off. John Knox Village is a not-for-profit Life Care Retirement Community offering a full range of independent living, assisted living and skilled nursing care options for more than 1,000 senior residents on our 70-acre campus, located in Pompano Beach. John Knox Village is proud to be a SAFE PLACE TO WORK! Come work at a Great Place to Work, as well as a Beacon and Pinnacle Lifestyle Award winning organization that puts the health of our residents and employees first. John Knox Village is a Drug-free and Tobacco-Free workplace. EOE

Job Description Assistant Controller John Knox Village is seeking an experienced Assistant Controller to support the Board of Directors, Management and the Department by providing accurate and timely financial information and an effective system of internal controls to allow the organization's management to make informed decisions and help achieve the organization's key strategic goals. As the Assistant Controller, you will assist the Controller in completion of all requirements of the Accounting Department as it pertains to all aspects of the Village. Review financial statements for the Board as well as upper management. Preparing monthly, quarterly and yearly financial reports. Assists with management of accounting, auditing and budgeting within the organization. Ensuring all accounting practices follow legal guidelines and established accounting principles. Supporting the accounting department with all aspects of the general ledger. We are seeking those who bring a Bachelor's Degree in accounting/finance along with 5+ year's progressive supervisory experience in all areas of accounting. Demonstrated leadership experience and excellent understanding of GAAP and relevant financial accounting regulations. Excellent knowledge of accounting and financial processes (budgeting, financial closure, reporting etc.) CPA designation and auditing experience required. Competitive salary is supported by a comprehensive benefits program including- medical insurance, dental insurance, vision coverage, 401(k) and paid time off. John Knox Village is a not-for-profit Life Care Retirement Community offering a full range of independent living, assisted living and skilled nursing care options for more than 1,000 senior residents on our 70-acre campus, located in Pompano Beach. John Knox Village is proud to be a SAFE PLACE TO WORK! Come work at a Great Place to Work , as well as a Beacon and Pinnacle Lifestyle Award winning organization that puts the health of our residents and employees first. John Knox Village is a Drug-free and Tobacco-Free workplace. EOE Job Posted by ApplicantPro

Requirements Prepares consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from departments.· Maintains and balances an automated consolidation system by inputting data; scheduling required jobs; verifying data.· Analyzes information and options by developing spreadsheet reports; verifying information. Prepares general ledger entries by maintaining records and files; reconciling accounts.· Prepares payments by accruing expenses; assigning account numbers; requesting disbursements; reconciling accounts. Develops and implements accounting procedures by analyzing current procedures; recommending changes.· Answers accounting and financial questions by researching and interpreting data.· Provides accounting support for mergers and acquisitions by reviewing financial information; converting data to general ledger system; obtaining supplementary information for preparing financial statements.· Protects organization by keeping information confidential and secure.· Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.· Accomplishes accounting and organization mission by completing related results as needed.· Enter accounts payable, create invoices, collections, post payments, follow-up on customer and vendor requests. Minimum Qualifications (Education, Experience, Skills)· Bachelor's degree in accounting, finance or general business is required, but an associate's degree in finance or business administration will be considered· Proven working experience in accounting or relevant field a plus · Thorough knowledge of accounting and corporate finance principles and procedures· CPA's preferred but not required· Experience with QuickBooks and/or other automated accounting systems · Must have strong experience with Microsoft Excel, Access and Word· Strong verbal and written communication skills· Strong interpersonal, supervisory and customer service skills required· Ability to multi-task, work under pressure and meet deadlines required· Strong attention to detail and confidentiality· Understand debits and credits QB, Appfolio, Netsuite, Intacct, Yardi, and/or Deltek experience is a plus. Additional Perks and Benefits: All positions can be full Time, part time, in-person or hybrid. Our clients do like to see us from time to time, but working remotely is an option. 401K with company match of up to 50% of the first 6%. Competitive pay with revenue sharing for salaried individuals. Medical, Dental, Vision & Life Insurance· Vacation, Sick and Holiday Pay. Peer to Peer Recognition Program - Bonusly. Mentorship program. Happy hours and much more! Salary Description $25-$28/hour

NOTICE TO STAFFING AGENCIES: LYNX has an internal recruiting department. Staffing agencies are hereby specifically directed NOT to contact LYNX employees in an attempt to present candidates. Our LYNX recruiting team is handling this recruitment internally. Description: This position performs professional accounting duties in the creation and maintenance of accounting records, the analysis of financial transactions, the verification of accounting records and financial data, and the assertion of compliance with established laws, procedures, and policies as related to the area of assignment. Essential Functions (regardless of primary responsibility): This list is intended to indicate the general nature and level of work performed by employees within this classification and is not designed to be interpreted as an exhaustive listing of all tasks required of employees assigned to the job. All employees will be expected to perform other duties as assigned. All jobs require regular and reliable attendance. Prepares account analyses and reconciliation; verifies accounting records and financial data; maintains compliance with established accounting principles, procedures, and policies; and prepares a variety of reports. Learns specific functions related to his/her primary accounting role and shadows another employee to learn the responsibilities associated with supporting other accountant roles. Maintains thorough documentation for reconciliations, journal entries, and all related accounting activities; performs account analysis and generates relevant financial reports as needed. Specific Duties for Grants Invoicing: Interprets accounting system policies and implements accounting procedures; records financial transactions; proposes journal entries; and gathers data to bill related grants. Performs the accounting and compliance activities for current contracts and reimbursable grants. Maintains control of allocations, obligations, unliquidated balances and fund transfers by grant and contract activity. Analyzes expenditures to ensure consistency with grant and contract provisions; interprets grant and contract rules, regulations, policies and procedures and advises project managers on grant financial requirements and fund availability; prepares drawdown of federal, state and special account funds. Assists with data entry of statistics for tracking and reporting. Reviews invoices, purchase orders, and account coding to confirm accuracy and ensure proper authorization is obtained. Verifies that purchase orders, packing slips, and requisitions align with invoices before submitting them to Accounts Payable for processing. Specific Duties for Grants Draws and Fuel: Reviews, verifies, and processes invoices related to unleaded fuel, diesel, and compressed natural gas to ensure accuracy and compliance with internal policies. Posts monthly fuel expense entries by cost center, maintaining accurate and timely financial records. Prepares detailed invoices and cost estimates for grant submissions to the Federal Transit Administration (FTA) and Florida Department of Transportation (FDOT). Reconciles general ledger accounts associated with federal and state grants, ensuring alignment with grant requirements and accounting standards. Processes invoices for reimbursement of eligible expenses under applicable grant programs, supporting timely and accurate funding recovery. Specific Duties for Accounts Receivables and Cash Receipts: Maintains and reconciles all incoming cash receipts using a perpetual tracking system to ensure accuracy, transparency, and audit readiness. Prepares journal entries for advertising revenue, complimentary and departmental tickets, contract service accruals, local fund revenues, adjustments, and reconciliations. Investigates and resolves discrepancies identified during bank reconciliations related to Accounts Receivable. Initiates invoice requests for outstanding receivables and follows up as needed to support timely collections. Accurately codes incoming receipts to appropriate general ledger accounts and assists with the implementation and use of bank reconciliation tools. Prepares and processes daily bank deposits in accordance with internal controls and banking procedures. Completes monthly, quarterly, and annual sales tax filings, ensuring timely payments and accurate journal entries. Reconciles monthly revenue and ridership data to identify discrepancies and ensure consistency between operational and financial records. Specific Duties for Fixed Assets: Posts journal entries related to fixed assets, capital projects, and construction-in-progress (CIP) to ensure accurate financial reporting. Reviews monthly depreciation and accumulated depreciation schedules, monitoring changes and ensuring proper asset valuation. Maintains the fixed asset register by adding new assets, processing disposals, and inactivating assets as needed. Generates ad-hoc reports and analyses related to fixed assets, capital projects, and CIP to support decision-making and compliance. Researches and reconciles all fixed asset accounts to ensure accuracy and alignment with general ledger balances. Specific Duties for Payroll and Accounts Payable: Prepares and posts all payroll-related journal entries using data extracted from the payroll system, ensuring accuracy and resolving discrepancies. Reviews invoices, expense reports, purchase orders, and check requests for proper coding and required authorization in accordance with company policies. Prepares routine and non-routine journal entries and accruals, maintaining complete and accurate supporting documentation. Investigates and resolves bank reconciliation items, providing documentation and making necessary adjustments in financial records. Performs monthly closing activities, including reconciliation of the Accounts Payable Subsidiary Ledger to the General Ledger; identifies and corrects discrepancies. Reviews and verifies travel authorizations, meal reimbursements, and expense reports for compliance with LYNX policies; assigns appropriate accounting codes to charges processed through the American Express Corporate Travel Account. Reconciles monthly payroll journal entries to the general ledger, ensuring technical accuracy and completeness of payroll accounting. Required Qualifications: Bachelor's Degree from a regionally or nationally accredited college or university in accounting, finance, or a closely related field plus a minimum of three years of responsible experience in accounting. One additional year of related experience beyond the minimum required may be substituted for one year of required education. Desired Qualifications: Experience in accounting in a public sector or grant-funded environment. Experience with payroll processing, accounts payable, and fixed asset accounting. Knowledge, Skills, and Abilities (KSAs): Strong understanding of Generally Accepted Accounting Principles (GAAP) and governmental accounting principles. Proficiency in accounting software and Microsoft Excel (pivot tables, VLOOKUP, etc.). Experience with ERP systems (e.g., Oracle Fusion, SAP, or similar). Excellent attention to detail and organizational skills. Ability to analyze financial data and reconcile complex accounts. Ability to exhibit a professional, courteous demeanor. Ability to work in a diverse environment. Excellent communication and interpersonal skills, including the ability to establish and maintain positive working relationships with those encountered in the course of work using principles of excellent customer service Work Environment and Special Considerations: Works in an office environment and requires long periods seated. This position requires close visual acuity to perform an activity such as viewing a computer terminal and extensive reading. Any employee using a company vehicle must possess a valid Florida driver's license and maintain a safe driving record. Sponsorship Notice: LYNX does not sponsor employment-based visas, including H-1B. All candidates must be legally authorized to work in the United States at the time of application and throughout the duration of employment. Rate will be determined by the qualifications of candidates who exceed the minimum requirements. Applications are reviewed as received, and interviews will be scheduled for the most qualified candidates, as applications are reviewed. Your talent, skills and experience will be rewarded with a competitive compensation package. FREE employee only health insurance Dental, vision, short-term and long-term disability insurance available Retirement plan Life insurance Paid vacation and sick leave Paid holidays FREE LYNX bus transportation for employee, spouse and children Employee wellness center

The Financial Controller plans, directs, reviews and coordinates through subordinates the Financial Reporting, Accounts Payable, Payroll, Collections, Inventory Control and Count Team activities of the property. Responsible for maintaining all accounting records in accordance with Harrah's retention policies and ensuring accuracy and timeliness of all submissions to the regulators, internal auditors, and external auditors. DUTIES AND RESPONSIBILITIES Provide direction in the overall operation of assigned departments to ensure the most efficient and profitable operation and the maintenance of high standards of quality and service. Establish and administer procedures pertaining to the proper coordination of all financial activities with special emphasis on guest relations, internal controls and security of company funds. Supervise and direct the day-to-day operations of areas of responsibility through assigned department managers and supervisors. Directing the timely preparation and interpretation of financial information for the property including financial statements, budgets, forecasts, daily financial information, and other financial data after obtaining input from operations management as required. Responsible for fulfilling all financial reporting requirements at the assigned property. Oversees the daily audits of the Cage, Slot, F&B departments, the Daily Operating Reports, Racing, and building of the Gaming Revenue Summary. Ensure the accurate and timely audit of revenues generated by the Slot, Cage, F&B, Racing, and property outlets. Reviews month-end journal entries and prepares balance sheet account reconciliations. Ensure compliance with existing and established company policies and procedures pertaining to financial and control areas. Establish and maintain the necessary business controls required to safeguard the property assets and to safeguard its integrity utilizing company guidelines. Review all reports and statements prepared for the property and ensure that all deadlines are met. Coordinate with operations management at all levels to respond to needs for systems, reports, and related items, to assure efficient utilization of manpower and facilities. Plan, develop and implement revised procedures to improve the efficiency and profitability of assigned areas. Ensure the merit program is properly administered in the departments supervised, and that periodic performance reviews are prepared for all assigned employees. Coordinate, improve and recommend training programs, assure effective implementation of training programs. Responsible for employee satisfaction in all assigned departments, working closely with Human Resources and taking corrective action as needed to maintain good morale. Monitor financial performance of assigned departments against planned performance, taking action to improve performance where necessary. Maintain an updated knowledge of Gaming Laws/Regulations applicable to areas of responsibility. Establish and maintain effective channels of communications upward, downward and laterally. Act as liaison between property and Internal Audit, External Audit and Regulatory Agencies. Ensure that all assigned departments are staffed with competent personnel who (a) are delegated authority, (b) are compensated commensurate with ability and responsibility, (c) are provided with well defined and understood lines of authority and (d) are continually being developed for advancement. Perform related duties as assigned. Conduct self always in a manner that reflects credit on property and encourage others to do the same. May act as Managerial Representative on Premises. May conduct fund exchanges for patrons during an emergency situation or as deemed necessary by management. Access to Write-Offs Requirements Requirements: Must be at least 21 years of age 5 to 7 years of professional experience in casino accounting and financial Obtain licenses and certifications

Job DescriptionDescription: The Financial Controller plans, directs, reviews and coordinates through subordinates the Financial Reporting, Accounts Payable, Payroll, Collections, Inventory Control and Count Team activities of the property. Responsible for maintaining all accounting records in accordance with Harrah's retention policies and ensuring accuracy and timeliness of all submissions to the regulators, internal auditors, and external auditors. DUTIES AND RESPONSIBILITIES Provide direction in the overall operation of assigned departments to ensure the most efficient and profitable operation and the maintenance of high standards of quality and service. Establish and administer procedures pertaining to the proper coordination of all financial activities with special emphasis on guest relations, internal controls and security of company funds. Supervise and direct the day-to-day operations of areas of responsibility through assigned department managers and supervisors. Directing the timely preparation and interpretation of financial information for the property including financial statements, budgets, forecasts, daily financial information, and other financial data after obtaining input from operations management as required. Responsible for fulfilling all financial reporting requirements at the assigned property. Oversees the daily audits of the Cage, Slot, F&B departments, the Daily Operating Reports, Racing, and building of the Gaming Revenue Summary. Ensure the accurate and timely audit of revenues generated by the Slot, Cage, F&B, Racing, and property outlets. Reviews month-end journal entries and prepares balance sheet account reconciliations. Ensure compliance with existing and established company policies and procedures pertaining to financial and control areas. Establish and maintain the necessary business controls required to safeguard the property assets and to safeguard its integrity utilizing company guidelines. Review all reports and statements prepared for the property and ensure that all deadlines are met. Coordinate with operations management at all levels to respond to needs for systems, reports, and related items, to assure efficient utilization of manpower and facilities. Plan, develop and implement revised procedures to improve the efficiency and profitability of assigned areas. Ensure the merit program is properly administered in the departments supervised, and that periodic performance reviews are prepared for all assigned employees. Coordinate, improve and recommend training programs, assure effective implementation of training programs. Responsible for employee satisfaction in all assigned departments, working closely with Human Resources and taking corrective action as needed to maintain good morale. Monitor financial performance of assigned departments against planned performance, taking action to improve performance where necessary. Maintain an updated knowledge of Gaming Laws/Regulations applicable to areas of responsibility. Establish and maintain effective channels of communications upward, downward and laterally. Act as liaison between property and Internal Audit, External Audit and Regulatory Agencies. Ensure that all assigned departments are staffed with competent personnel who (a) are delegated authority, (b) are compensated commensurate with ability and responsibility, (c) are provided with well defined and understood lines of authority and (d) are continually being developed for advancement. Perform related duties as assigned. Conduct self always in a manner that reflects credit on property and encourage others to do the same. May act as Managerial Representative on Premises. May conduct fund exchanges for patrons during an emergency situation or as deemed necessary by management. Access to Write-Offs Requirements: Requirements: Must be at least 21 years of age 5 to 7 years of professional experience in casino accounting and financial Obtain licenses and certifications

Job Description Reprise Financial is on a mission to simplify the financial journey for our customers, making personal loans accessible and transparent. We leverage technology and a customer-first approach to provide fast, reliable personal loans of up to $25,000, ensuring our clients receive the support they need without hidden fees or complex terms. Our commitment to integrity and clarity allows us to foster trust and empower individuals to take control of their finances. At Reprise Financial, we foster a workplace built on innovation, collaboration, and kindness. Our mission to simplify the financial journey for our customers inspires us to exceed expectations and make a meaningful impact. We provide the tools, resources, and support for employees to thrive in a dynamic, customer-focused environment. Transparency, continuous improvement, and open communication drive our culture of trust and excellence, where new ideas are valued, and growth is encouraged. Join Reprise Financial and be part of a team where your contributions are recognized, and you have the opportunity to innovate, grow, and make a positive difference. About the role The Loan Accounting Specialist is responsible for supporting several job functions within the Loan Accounting Department including but not limited to processing monetary and non-monetary transactions to customer's loans in a timely and accurate manner. This position is responsible for identifying and adhering to best practices in order to minimize risk and potential losses. Key Responsibilities Research, process and post incoming payments from customers or 3rd parties. Apply proper treatment to reverse to reapply cash and non-cash adjustments following departmental business rules. Prepares daily monetary upload transactions through the batch cycle entries while maintaining records, files, and controls. Supply supporting documentation in the form of payment histories, copies of contract, payoff quotes, paid in full letters to external customers upon request. Evaluate bank returns and process NSF's, stop payments and closed accounts. Research and resolve accounts according to payment disputes in relation to missing payments, misapplied payments, unauthorized payments, and overpayments. Update the system with proper documentation for research, tracking, reconciliation, and repository purposes. Review customer related refunds to ensure accurate accounting and compliance to policies and procedures. Communicate effectively with management, providing necessary explanations and recommendations on daily tasks to minimize redundancies, streamline processes, and enhance overall operational efficiency within the department. Provide efficient and adequate responses to customers and internal department inquiries within SLAs. Promote a cooperative and productive work environment. Provide support to other departments on an as needed basis. Skills, Knowledge, and Expertise 1-2 years or more experience in financial services or similar industry 2 years system knowledge working within Shaw Retail preferred Ability to demonstrate analytical capabilities Excellent communication, organizational and problem-solving skills Basic knowledge of PC applications including Microsoft Office Intermediate operational experience of Microsoft Excel Experience working on multiple concurrent tasks while meeting rigorous deadlines Should possess clear and professional verbal communication skills Extremely strong customer service skills Ability to work well with all levels of management and personnel within the organization both verbally and written Ability to maintain confidentiality and professional demeanor while working with internal and external customers Team player with ability to perform effectively in a fast-paced environment Location All Reprise Financial team members in this role must be based at our office. We value in-person collaboration and believe that working together in our dynamic environment fosters strong connections and drives innovation. Our office is located in Irving, TX. If you're local and ready to join us, we look forward to welcoming you! Compensation For this role our salary range is $21 to $24 per hour, depending on relevant experience. This role will also be eligible to receive a variable annual bonus based on both company and individual performance. Benefits That Support Your Success Stay Healthy & Happy: Comprehensive medical, dental, and vision coverage, contributions to a Health Savings Account (HSA), and access to an Employee Assistance Program (EAP) to support your mental health and overall well-being. Secure Your Future: Plan ahead with our 401(k) program, featuring a Safe Harbor Match (100% of the first 3% and 50% of the next 2%). Time That Works for You: Recharge with accrued time off, company holidays, sick time, and 3 floating holidays-perfect for celebrating your birthday, your dog's birthday, or just a random Tuesday! Support for Growing Families: Our 12-week Paid Parental Leave ensures you have the time and support to focus on your family during life's biggest moments. Competitive Rewards: Market-driven salary and bonus opportunities ensure your hard work is recognized and rewarded. Tools for Success: Stay connected and productive with a robust tech package designed to help you deliver your best every day. Our Core Values Pursue Excellence: We strive for the highest quality, ensuring our tools and services truly aid in our customers' success. Make a Meaningful Impact: We focus on delivering outcomes that genuinely improve financial well-being. Commit to Innovation: Our innovative approach keeps us at the forefront of providing effective financial tools. Champion the Customer: We prioritize our customers' financial goals, tailoring our tools to meet their unique needs. Collaborate with Purpose: Our teamwork drives us to develop superior solutions that empower customers. Lead with Kindness: Respect and empathy are central to our operations, creating a supportive environment for success. Equal Employment Opportunity Employer At Reprise Financial, we are dedicated to fostering an inclusive community where every individual is valued. We are an Equal Employment Opportunity employer-ensuring that all qualified applicants and employees receive consideration for employment without regard to age, race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. We believe that diversity strengthens our organization and drives innovation, and we are committed to creating a workplace that reflects the rich variety of our communities.