Principal Account Manager - East Coast Territory
Silver Spring, MD jobs
Honeywell is hiring a Principal Account Manager - East Coast Territory to sit in the United States (East Coast) and operate on a fully remote schedule. You will report directly to our Sales Director, Enterprise Software. As a Principal Account Manager here at Honeywell, you will play a pivotal role in driving the success of our innovative building management solutions. Your expertise in managing strategic accounts and fostering customer relationships will be essential in delivering tailored solutions that enhance operational efficiency and sustainability for our clients.
In this role, you will impact the growth of our Connected Buildings business by building strong relationships with enterprise customers, growing a portfolio of enterprise accounts, identifying new business opportunities, and ensuring customer satisfaction through effective account management.
KEY RESPONSIBILITIES:
* Manage and grow a portfolio of Enterprise accounts, serving as the primary point of contact for customer relationships.
* Develop and execute strategic account plans to drive revenue growth and achieve sales targets.
* Build and maintain strong relationships with key stakeholders within the account, understanding their business needs and providing tailored solutions.
YOU MUST HAVE:
* Minimum of 6+ years of experience in Enterprise Account Sales,
* Experience selling IoT, Building Automation or Connected Buildings Solutions,
* with a proven track record of managing key accounts and driving revenue growth.
* Strong business acumen and understanding of market dynamics in the building management sector.
* Proficient in CRM software and Microsoft Office Suite, with the ability to analyze data and generate insights for strategic decision-making.
* Experience with building management systems and software solutions, particularly in the context of sustainability and operational efficiency.
WE VALUE:
* Bachelor's degree in Business, Engineering, or a related field.
* Software Sales Experience and a focus in SaaS solutions within construction or building technology.
* Desired experience in managing enterprise software accounts within the commercial real estate or building management industry.
* Ability to effectively manage multiple accounts and prioritize tasks in a fast-paced environment.
* Customer-focused mindset with a passion for delivering exceptional service and solutions.
* Continuous learning mindset and willingness to adapt to changing market trends.
THE BUSINESS UNIT
The future of commercial building operations is smart buildings, where data is driven into a single system of record to maximize building health and real-world improvements in sustainability, operations, and occupant experience. Honeywell Connected Buildings' focus is on Honeywell Forge for Buildings, a comprehensive approach to building systems operations and management that can be used at a single site or across an entire portfolio. Honeywell Forge for Buildings features software, hardware, and services that deliver on key outcomes to help building owners and operators achieve sustainability, operational efficiency, occupant experience, compliance, safety and security, and resiliency goals. Honeywell Forge is an enterprise performance management (EPM) solution for commercial real estate operations built to deploy a system of records, improve portfolio time-to-value, reach sustainability targets, improve experience and comfort, reduce maintenance time, and protect operational technology from cybersecurity threats.
Pay Equity
The annual base salary range for this position in California and New York (excluding most major metropolitan areas), Colorado, Connecticut, and Hawaii is . For Washington and most major metropolitan areas in New York & California, the annual base salary range is . Please note that this salary information serves as a general guideline. Honeywell considers various factors when extending an offer, including but not limited to the scope and responsibilities of the position, the candidate's work experience, education and training, key skills, as well as market and business considerations. This position is incentive plan eligible.
Benefits
In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: Benefits at Honeywell
Posting Timeline
The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. The job was posted on 12/15/2025.
Principal Account Manager - East Coast Territory
Maryland jobs
Honeywell is hiring a Principal Account Manager - East Coast Territory to sit in the United States (East Coast) and operate on a fully remote schedule.
You will report directly to our Sales Director, Enterprise Software.
As a Principal Account Manager here at Honeywell, you will play a pivotal role in driving the success of our innovative building management solutions. Your expertise in managing strategic accounts and fostering customer relationships will be essential in delivering tailored solutions that enhance operational efficiency and sustainability for our clients.
In this role, you will impact the growth of our Connected Buildings business by building strong relationships with enterprise customers, growing a portfolio of enterprise accounts, identifying new business opportunities, and ensuring customer satisfaction through effective account management.
Responsibilities
KEY RESPONSIBILITIES:
Manage and grow a portfolio of Enterprise accounts, serving as the primary point of contact for customer relationships.
Develop and execute strategic account plans to drive revenue growth and achieve sales targets.
Build and maintain strong relationships with key stakeholders within the account, understanding their business needs and providing tailored solutions.
Qualifications
YOU MUST HAVE:
Minimum of 6+ years of experience in Enterprise Account Sales,
Experience selling IoT, Building Automation or Connected Buildings Solutions,
with a proven track record of managing key accounts and driving revenue growth.
Strong business acumen and understanding of market dynamics in the building management sector.
Proficient in CRM software and Microsoft Office Suite, with the ability to analyze data and generate insights for strategic decision-making.
Experience with building management systems and software solutions, particularly in the context of sustainability and operational efficiency.
WE VALUE:
Bachelor's degree in Business, Engineering, or a related field.
Software Sales Experience and a focus in SaaS solutions within construction or building technology.
Desired experience in managing enterprise software accounts within the commercial real estate or building management industry.
Ability to effectively manage multiple accounts and prioritize tasks in a fast-paced environment.
Customer-focused mindset with a passion for delivering exceptional service and solutions.
Continuous learning mindset and willingness to adapt to changing market trends.
THE BUSINESS UNIT
The future of commercial building operations is smart buildings, where data is driven into a single system of record to maximize building health and real-world improvements in sustainability, operations, and occupant experience. Honeywell Connected Buildings' focus is on Honeywell Forge for Buildings, a comprehensive approach to building systems operations and management that can be used at a single site or across an entire portfolio. Honeywell Forge for Buildings features software, hardware, and services that deliver on key outcomes to help building owners and operators achieve sustainability, operational efficiency, occupant experience, compliance, safety and security, and resiliency goals. Honeywell Forge is an enterprise performance management (EPM) solution for commercial real estate operations built to deploy a system of records, improve portfolio time-to-value, reach sustainability targets, improve experience and comfort, reduce maintenance time, and protect operational technology from cybersecurity threats.
Pay Equity
The annual base salary range for this position in California and New York (excluding most major metropolitan areas), Colorado, Connecticut, and Hawaii is . For Washington and most major metropolitan areas in New York & California, the annual base salary range is . Please note that this salary information serves as a general guideline. Honeywell considers various factors when extending an offer, including but not limited to the scope and responsibilities of the position, the candidate's work experience, education and training, key skills, as well as market and business considerations. This position is incentive plan eligible.
Benefits
In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: Benefits at Honeywell
Posting Timeline
The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. The job was posted on 12/15/2025.
Auto-ApplySenior Accountant (For-Profit Audit)
Rockville, MD jobs
Rockville, MD
What to expect when you join the Sikich family
Team members at Sikich have a lot in common while also being part of a rich and varied group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through diverse perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth - for our clients, for ourselves and for our communities.
The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.
Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon!
Are you ready to grow with us?
Position Summary
Reporting to the Audit Manager, the Senior Accountant will work closely with engagement leaders & other staff to ensure the efficient & timely completion of financial statement audits. You will also provide superior service to our external clients and internal stakeholders along with being responsible for the supervision/review of intern & staff work during engagements.
What will you do in this role?
Conduct and review audit tests which are sufficient in scope to support professional opinions as to the fair representation of client financial statements.
Develop self and others through seeking and offering on the job coaching and engagement experiences.
Develop and maintain productive working relationships with clients to enhance customer satisfaction.
Build strong credibility through displaying positive insight and business acumen, applying technical competence and engaging in relevant discussions with clients and engagement teams.
Consult with clients on various internal accounting related transactions.
Provide strategic and tactical accounting advice and recommendations to company's clientele.
Provide review of staff work product and performance.
Deliver exceptional client support virtually and onsite as needed.
What do you need to succeed in this role?
BA/BS Degree in Accounting, Finance, or equivalent experience.
2+ years of progressive public accounting background with in-charge responsibilities. Experience with for-profit clients is a plus
Strong technical accounting skills with proficiency in US GAAP and audit preparation software
Ability to manage multiple engagement, staff & interns, and competing priorities
Excellent verbal, written, and presentation skills.
CPA certification or eligibility to sit is highly desirable.
In addition, specific skills/experience required are as follows:
Servant Leader - You are hyper focused on engaging employees, fostering their development, and building a positive culture.
Solutions Focused - You see opportunities in every business problem and can develop, articulate, and implement solutions.
Collaboration - You are a relationship builder across all levels of the organization and across all business units.
Instills Trust - You do what you say, and you follow through on commitments, you act with integrity, you are consistent and are perceived as credible.
Impact & Influence Thinking - You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives.
About Sikich
Sikich is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest professional services companies in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients' businesses.
Sikich Total Rewards
Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members' health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.
In compliance with this state's pay transparency laws, the midpoint of the salary range for this role is $86,000. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location.
Some examples of our many benefits:
Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.
Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits.
Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.
We also offer:
Flexible work arrangements
Health, dental, vision, life, and accident/death/disability insurance options
HSA employer contribution
Nine (9) paid holidays annually.
A robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
401(k) with employer contributions
CPA bonus with four (4) paid exam days & four (4) paid study days.
Tuition reimbursement
Generous employee referral bonus program
Client referral bonus program
Pet insurance
FORCE - Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.
Want to learn more? Visit our Careers website or Glassdoor profile.
Sikich is an Equal Opportunity Employer M/F/D/V
Sikich currently practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients. Sikich LLC has a contractual arrangement with Sikich CPA LLC under which Sikich LLC provides Sikich CPA LLC with professional and support personnel and other services to support Sikich CPA LLC's performance of its professional services, and Sikich CPA LLC shares certain client information with Sikich LLC with respect to the provision of such services.
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#LI-Hybrid
Auto-ApplyHead of Global Client Account Services
Baltimore, MD jobs
External Description:
We are seeking a strategic, visionary, and results-oriented leader to drive the transformation of our client servicing organization. Reporting directly to the COO, this leader will be responsible for managing the global client service teams, embedding client-centricity across the organization, and implementing transformative initiatives to elevate client experiences, drive operational excellence, and support business growth objectives.
Responsibilities
Client Experience Leadership: Champion the transformation of client services by integrating innovative solutions and ensuring a seamless client journey across the enterprise. Facilitate front-to-back process integration that drives ease of doing business, supporting our clients with digital information and interactions.
Client Implementation Management: Oversee client onboarding and implementation processes, ensuring smooth transitions and successful adoption of services. Lead the development of scalable processes to reduce implementation time and improve client satisfaction.
Client Account Services Management: Oversee the end-to-end client account lifecycle, ensuring consistent, high-quality service delivery. Collaborate with cross-functional teams to identify opportunities for improvement, implement best practices, and resolve complex client issues.
Client and Investment Reporting: Lead and enhance the client reporting function, ensuring accurate, timely, and insightful reporting on portfolio performance, risk, and attribution. Work with internal teams and external partners to deliver custom reports that meet the specific needs of clients while maintaining high standards of transparency and regulatory compliance.
Transformation & Change Management: Lead and drive proactive client engagement by designing viable solutions for key customers and strategic partners, differentiating T. Rowe Price as a client-centric, active asset manager.
Operational Excellence: Spearhead automation and process optimization initiatives to enhance efficiency, reduce errors, and improve scalability across client operations. Assess operating model and account coverage structure using a client centric approach.
Data-Driven Insights: Lead the integration of market data into client services, providing clients with timely and relevant insights for informed decision-making.
Collaboration & Stakeholder Management: Collaborate closely with the Global Digital Solutions (GDS) team, the Global Investment Operations Team, the Transformation Office, and Global Distribution to incorporate client priorities into the organization's operational practices. Engage with senior leadership and cross-functional teams to align client service delivery with the firm's strategic goals, ensuring a proactive approach to client engagement.
Qualifications
Required:
Bachelor's degree (in Finance, Business, or a related field) or the equivalent combination of education and relevant experience and a minimum of 15 years of total relevant work experience with 8+ years of management experience.
15+ years of relevant experience in financial services, with significant experience leading global teams and managing client services and operational functions. Experience overseeing client reporting and onboarding is essential.
Preferred:
Advanced degree or certification (MBA, CFA, etc.)
Proven track record in leading, developing, and motivating high-performing teams across multiple geographies. Strong leadership presence with the ability to influence stakeholders at all levels of the organization.
Deep understanding of client service excellence and operational best practices in the financial services industry. A passion for delivering exceptional client outcomes and improving client satisfaction.
Demonstrated experience in driving operational transformation, process automation, and efficiency initiatives. Knowledge of automation tools and technology solutions in client operations.
Solid understanding of operational risk management, investment compliance, and regulatory requirements within the asset management industry.
Strong quantitative and analytical skills with the ability to interpret complex investment performance data and metrics and apply these insights to improve client services and operational performance.
Exceptional communication skills, both written and verbal, with the ability to present complex ideas clearly and influence decision-making at the executive level.
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home.
City:
State:
Community / Marketing Title: Head of Global Client Account Services
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: ⢠Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions ⢠Flexible and remote work opportunities ⢠Health care benefits (medical, dental, vision) ⢠Tuition assistance ⢠Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Staff Accountant - Tax
Rockville, MD jobs
Job DescriptionSalary:
Snyder Cohn is one of the most reputable certified public accounting and business advisory firms in the Washington D.C. metro area. With our uniquely supportive work environment where all associates are provided a coach, and our commitment to professional development, we pride ourselves on being a different public accounting experience. At Snyder Cohn, you will find professionally challenging work, a collegial family-like atmosphere, and multiple opportunities to expand your knowledge and career experience.
Our core values are at the heart of who we are and have continued to guide us since our founding in 1927. Founded on the principles of integrity and trust, we value truth and respect and support everyone in our firm by providing a caring atmosphere that fosters personal responsibility and leadership.
We are currently seeking creative and motivated staff accountants to join our Tax Division. You will gain valuable hands-on experience, while learning the ropes from the very best. Responsibilities include recording transactions in ledgers, preparing trial balances and financial statements, preparing tax returns, researching tax questions and counseling clients on tax problems under the supervision of a manager.
Qualifications of the Staff Accountant:
Bachelors degree in accounting, or with sufficient course work to sit for the CPA exam; proficiency in the use of advanced technology and accounting, financial and tax software programs (training provided). 0-3 years experience.
Salary $70,000 - $82,000 (includes approximately 10% additional compensation for hours worked in excess of 40 in a regular workweek).
The above salary range represents a general guideline; however, Snyder Cohn considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions. As such, in certain circumstances, offers may be outside of the listed salary range.
Snyder Cohn is a mid-sized CPA firm that puts staff development and client empowerment first. Named one of Accounting Todays 2024 Best Accounting Firms to Work For, we cultivate a collaborative work environment, believe in work-life balance and are proud to offer exciting opportunities and incentives for professional growth, including continuing education and CPA exam assistance. In addition, we offer generous benefits, including 17 days of annual leave, 10 days of sick leave, 401(k) plan with company match, a rich health insurance package, including medical, dental, vision, disability, and more! Hybrid telework arrangements available.
We are an equal opportunity employer. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Posted 10/1/2024
Sr Accountant, Investment Treasury
Randallstown, MD jobs
External Description:
Under limited supervision, supports assigned fund accounting, financial reporting and/or related oversight process(es), for assigned product(s), ranging from low medium complexity; may also support other product services. Responsible for completing multiple assigned daily / periodic activities from start to close and other ad hoc assignments, as needed. Responsible for maintaining a working understanding of accounting and reporting guidance, company policies, and drivers that impact their assigned areas. Addresses issues with service providers and determines resolution; confers with more experienced peers, manager, and other internal teams to resolve more complex issues. Builds internal network and leverages relationships to research and respond to issues
Responsibilities:
Performs a variety of more advanced accounting, reporting and/or related oversight activities; for assigned type(s) of products. Evaluates accuracy, completeness, and conformity to T. Rowe Price policies of data and deliverables from third-party service providers. Addresses more advanced issues and discrepancies with service providers, escalates complex issues, along with recommended resolution to supervisor and assists in resolution.
Provides other product support to governance committees, such as valuation, liquidity, disclosure, and service agreements; may include reviewing and summarizing relevant matters and metrics for senior team members and management; may contribute to cross-departmental working groups on projects and/or to address standard ad hoc issues; may create initial input to policy documents, internal educational materials, and process enhancements. Supports more advanced functional compliance requirements.
Applies advanced knowledge of internal controls, T. Rowe Price accounting and reporting policies, relevant guidance and service standards to own work and provides guidance to less experienced peers; demonstrates knowledge of drivers for assigned areas. Identifies potential improvements to policies, processes and controls and presents to senior team members for consideration. Confers with other professionals in researching and formulating a technical position, or tactics to apply accounting or reporting guidance or develop effective oversight to a new product arrangement or disclosure.
Builds and leverages solid relationships with internal stakeholders and service providers useful to research and resolve more challenging questions from internal and external stakeholders and/or to investigate advanced issues.
Performs more advanced ad-hoc analyses and assignments on special, tactical projects.
Qualifications:
Required:
Bachelor's degree in Finance, Accounting, or Business Administration or related field AND
2+ years of total relevant work experience
Preferred:
Fund Accounting experience
Knowledge of the In-Kind Fund Accounting process
Custodian relationship experience
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home.
City:
State:
Community / Marketing Title: Sr Accountant, Investment Treasury
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: ⢠Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions ⢠Flexible and remote work opportunities ⢠Health care benefits (medical, dental, vision) ⢠Tuition assistance ⢠Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Sr Accountant
Baltimore, MD jobs
Job Details Experienced Canton Corporate Headquarters - Baltimore, MD Full Time $67731.98 - $79684.68 Salary/year Sr Accountant
Are you ready for a new career that will utilize your current arsenal of skills, while also preparing you for new opportunities?
Stop searching and start your journey with Johns Hopkins Federal Credit Union (JHFCU). As a Sr. Accountant for JHFCU, you will be working collaboratively across the organization to exemplify our SERVICE (Support, Educate Respect, Value, Innnovate, Communicate and Empower) culture.
Who are we?
It's hard to find someone who hasn't heard of Johns Hopkins, but did you know that JHFCU also serves our community and enriches the lives of our employees by fostering a culture of inclusion, shared purpose, and growth? For over 53 years JHFCU has been dedicated to positively transforming the lives of our members by providing trusted financial solutions, personalized services and unwavering support. Together, we create an environment where both our members and employees can thrive and achieve their fullest potential.
Position Purpose: Responsible for overseeing and directing accounting functions, including general ledger, prepaid, fixed asset, and ATM accounting. Prepares periodic reports, reviews and reconciles data, and participates in the development of specialized financial data. Oversees and prepares entries and adjustments to Credit Union records, files, and statements. Assists with financial and variance analyses and budget preparation. Provides managers with information necessary for decision-making. Assists in training personnel and acts as the lead Accountant in the absence of the Accounting Manager.
Key Highlights of the Sr. Accounting Manager Role include:
Responsible for the effective and timely performance of all Accounting Department Functions.
Effectively acts as one of the Department Team leaders, ensuring optimal performance.
Assumes responsibility for establishing and maintaining effective business relations with vendors, governmental agencies and outside business and accounting professionals.
Assumes responsibility for maintaining effective communication and coordination with Credit Union personnel and with management.
Assumes responsibility for supporting, demonstrating and promoting the Credit Union service culture.
At JHFCU, we understand the importance of work-life balance, we offer a convenient Canton location and paid time off for birthdays, and all major holidays. Our comprehensive benefits package further enhances the employee experience, featuring generous sick and vacation leave accruals, competitive compensation, a 401(k) plan with matching contributions, and a strong emphasis on continuing education to support professional growth. Additionally, we provide free parking and a host of other perks, making JHFCU an ideal workplace for those who value partial sentence needs completion
Qualifications
Education/certification and experience:
Bachelors degree in Accounting and a minimum five (5) years accounting experience.
Senior Accountant
Towson, MD jobs
JOB SUMMARYAs a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.
Tax Preparation
Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.)
Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships
Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives
Research and Analysis
Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes
Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions
Client Communication
Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
Compliance and Documentation
Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
Team Collaboration
Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
Process Improvement and Innovation
Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
Supervisory responsibilities
May supervise subordinate team members
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Role involves computer-based work performed while seated for portions of the workday.
Travel required
N/A
Required education and experience
Bachelor's degree in accounting, finance, or a related field
3 - 6 years of relevant experience
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
Preferred education and experience
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained
Responsible for completing the minimum CPE credit requirement
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our Maryland locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the Maryland Human Rights Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $77,000 to $122,26
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Auto-ApplySr. Analyst, Client Account Management
Randallstown, MD jobs
External Description:
Responsible for complex activities related to client operations and anticipating issues that can arise. Reviews data analysis to identify issues, reports findings, and provides preliminary recommendations. Resolves complex operational issues as required, in accordance with the regulatory requirements and consumer laws.
Responsibilities
Oversees and manages client operations and administration support activities for clients. Services clients through the client life cycle, resolves complex operational issues, and monitors requests through execution. Escalates complex issues and requests to more senior staff as needed.
Analyzes data to develop informed operating or servicing agreements. Negotiates operational servicing requirements based on analysis. Facilitates resolution of complex operational needs and escalates complex, nonstandard servicing requirements and engages more senior staff to develop applicable solution to highly complex operational issues.
Communicates on a regular basis with complex and challenging clients and their service providers to deliver high-quality services. Facilitates the communication of information to internal parties. Ensures resolution activities are in accordance with the local regulatory requirements.
Leads internal activities and initiatives designed to improve the client operations process and ensure a high-quality client experience. Helps develop process improvements.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
5+ years of total relevant work experience
Preferred:
NQDC knowledge and experience with NQDC recordkeeping
Advanced excel experience
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
City:
State:
Community / Marketing Title: Sr. Analyst, Client Account Management
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: ⢠Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions ⢠Flexible and remote work opportunities ⢠Health care benefits (medical, dental, vision) ⢠Tuition assistance ⢠Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Fiduciary Tax Staff Accountant
Hagerstown, MD jobs
Do you have experience with estate and trust accounting and taxation? Or are you a recent accounting graduate interested in learning estate and trust accounting and taxation? Then SEK may be the firm you are looking for. Especially if you are...
Highly Motivated: Eager to learn about our clients and develop your technical expertise.
Adaptable: Performing diversified accounting and tax related tasks for a variety of clients.
Effective Communicator: Interacting with multiple team members and building strong client relationships.
Engaged Learner: Participate in continuous learning and CPE based on industry and niche.
We are currently seeking a full-time Fiduciary Tax Accountant in our Hagerstown, MD office. We are looking for an experienced accountant but are open to training a strong entry level candidate. The Fiduciary Tax Accountant will collaborate as part of the team and work with the Fiduciary Tax Manager and report directly to the Partner.
A Day in the Life of a Fiduciary Tax Accountant...
Responsible for working on multiple engagements, ensuring client satisfaction and timely completion.
Preparation of fiduciary income tax returns
Preparation of Federal Form 706 and Maryland Form MET 1
Preparation of Pennsylvania inheritance tax return (REV-1500)
Preparation of probate administration with the Orphans' Court
Requirements
Bachelor's Degree in Accounting.
Desire and determination to become a CPA or Active CPA license.
0-2 years experience preparing fiduciary income tax return, estate tax returns and estate and trust accountings.
Professional demeanor towards duties and responsibilities, particularly with regard to professional ethics and the exercise of professional judgment.
Demonstrates problem-solving, organizational, interpersonal, project management, and communication skills.
Strong community orientation.
Proficient in Excel and other Microsoft applications.
Knowledge of UltraTax a plus.
Why should you join SEK?
Our firm offers team members an excellent career track along with a professional and growth-oriented work environment. We offer flexible schedules, study time on the clock for the CPA exam, and reduced hours in the summer in order to support employee needs to balance their personal and work life. In addition, we strive to provide and maintain a positive work environment where each employee feels encouraged to contribute to our processes, decisions, planning, and culture.
SEK CPAs & Advisors Benefits & Perks:
3 weeks of PTO
Flexible schedules (including half-day Fridays in the summer)
Teleworking
Dress for your day policy (jeans included)
401k profit sharing plan
Tuition Reimbursement Program
CPA incentive Program
Individual Medical Insurance covered by SEK
Check out SEK Team Member Benefits by going to: ***************************
About Us:
At SEK CPAs & Advisors, we don't just provide accounting services - we create value and foster trust. What over 60 years ago as a small, three-partner firm in Maryland has grown into one of the premier CPA and advisory firms in the area. With offices in Camp Hill, Carlisle, Chambersburg, Hanover, and York, PA, as well as Hagerstown, MD. The firm is proud to be built on a foundation of integrity, responsiveness, empowerment, quality of life, and community.
We believe industry-focused, high-performing teams are essential to delivering high-quality and innovative solutions to our clients. Therefore, continuous learning, leadership development, and integrating work-life flexibility are critical components of our strategic plan.
At SEK, successful client service experiences are achieved by providing multiple services, frequent and ongoing communication, and a forward-thinking approach, thereby becoming a trusted business advisor throughout the lifecycle of a business or organization.
EOE STATEMENT -
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex or gender, national origin or ancestry, age, physical or mental disability, marital status, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
Find Your Path. Join SEK! Salary Description $63,000 - $68,000
Assistant Controller
Greenbelt, MD jobs
Job DescriptionDescriptionJSI invites you to join our team as an Assistant Controller on our Finance team in Greenbelt, Maryland, where you'll play a critical role in advancing broadband and telecommunications initiatives that expand connectivity and drive digital inclusion-while advancing your career within a mission-driven, growth-focused organization.
About the Company
JSI is a leading full-service consulting firm specializing in broadband solutions. For over 60 years, we have provided independent communications service providers with expert financial, engineering, management, operational, regulatory, and strategic guidance. Our extensive industry knowledge and proven track record of success have empowered clients to achieve sustainable growth and profitability. With over 1000 clients nationwide and a powerful presence in markets like Florida, Texas, Maryland, and Alaska, JSI empowers rural and regional broadband providers to expand, evolve, and excel in a rapidly shifting digital world.
Position Overview
As an Assistant Controller you will help lead in all areas of accounting and financial analysis for JSI and its subsidiaries. The Assistant Controller will help lead the day-to-day accounting operations, the month-end close process, including generating financial statements, preparing account reconciliations, executing internal controls, ensuring the accuracy and completeness of accounting information and reporting financial results to management. The Assistant Controller will also serve as a backup for certain of JSI's other accounting functions. The position reports to the Controller.
Responsibilities
Manage and maintain NetSuite revenue recognition by project over multiple business units using time and materials, as charged and percentage of completion rules.
Lead or co-lead the month-end, quarter-end, and year-end close for multiple entities/business units.
Support/coordinate certain areas of the annual external audit including revenue and expense support, audit schedules and liaise with auditors.
Help lead the accounting team including cash applications, general ledger and accounts payable.
Manage, cultivate, and develop team members to enable professional growth, and overall meet/exceed the needs of internal and external customers.
Help integrate accounting/reporting of new businesses that are acquired.
Cash management and forecasting.
QualificationsRequired:
BA/BS in Accounting required
Minimum 7+ years of accounting experience, including at least 2 years as an accounting manager
Experience with ERP accounting software; NetSuite experience, including revenue recognition, is strongly preferred
Strong working knowledge of US GAAP, including contract accounting and revenue recognition
Strong analytical and creative problem-solving skills
Strong organization skills
Excellent verbal and written communications skills
Preferred:
CPA strongly preferred
Benefits
Competitive salary + performance-based bonuses.
Comprehensive benefits package (medical, dental, vision, 401(k)).
Generous PTO and travel support.
Ongoing professional development and educational opportunities.
Staff Accountant
Baltimore, MD jobs
Get started on an exciting career at Element!
Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team.
About the Role
We're looking for a detail-oriented professional to join our team as a Staff Accountant. In this role, you will be responsible for general ledger accounting activities including preparation, maintenance, and reconciliation of general ledger accounts and financial statements.
What You'll Do
Compile and analyzes financial information to prepare general ledger entries
Performs statistical analysis to determine trends, estimates, and significant changes to general ledger accounts
Resolves inconsistent or inaccurate financial information in preparation of schedules, account reconciliations, and reports
Assists in the preparation of financial statements in accordance with GAAP
Other duties as assigned, including special projects
Basic Qualifications
BA/BS degree in accounting
Experience with general ledger functions, preparing and reviewing account reconciliations, and identifying, researching, and resolving problems
Thorough knowledge of accounting procedures and principles
Proficiency in MS Office (Word, PowerPoint, Access, Outlook, and especially Excel)
Advanced proficiency in Excel and Access - accounting software
Preferred Qualifications
The ideal candidate plans to pursue their CPA
Experience including the month-end/year-end close processes strongly preferred
Experience with intercompany transactions preferred
Location: Owings Mills, MD
The hiring base salary range for this position is $51,600 to $71,000 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. Candidates hired to work in other locations will be subject to the pay range associated with that location.
What's in it for You
⢠A culture of innovation, empowerment, decision-making, and accountability
⢠Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness
⢠Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays)
Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended.
Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, gender identity, age, sex, sexual orientation, disability, national origin, Aboriginal/Native American status, protected veterans' status or any other legally-protected factors. Disability-related accommodations during the application and interview process are available upon request. Should you require an accommodation with our hiring process please send an email to ********************************* or call **************.
Know Your Rights: Workplace discrimination is illegal
Auto-ApplyStaff Accountant
Randallstown, MD jobs
External Description:
Under moderate supervision, supports an assigned fund accounting and/or financial reporting oversight process(es), for assigned product(s), ranging from low to medium complexity. Responsible for completing assigned recurring activities and other ad hoc assignments, as needed. Responsible for maintaining a basic understanding of accounting and reporting guidance and company policies that impact their assigned areas. Addresses basic issues with service providers by identifying and proposing resolutions. May confer with experienced peers to determine resolutions. Builds internal network and leverages relationships to research and respond to basic issues.
Responsibilities
Performs basic oversight activities for assigned accounting and/ or financial reporting process(es), to evaluate accuracy and completeness of data and deliverables from third-party service providers. Conducts activities to identify errors or exceptions exceeding specified tolerances; researches potential resolutions and, within parameters, addresses issues with service providers; escalates issues, along with recommended and potential resolution to supervisor and may assist in resolution.
Provides other product support to governance committees; may aggregate supporting information/data for relevant matters and metrics for senior team members and management; may provide initial input of policy documents, internal educational materials, and process enhancements. May support functional compliance requirements.
Applies knowledge of internal controls, T. Rowe Price accounting and reporting policies, relevant guidance and service standards. Escalates unclear or unprecedented situations, along with initial ideas and recommendations and potential solutions, to senior peers or management. Demonstrates knowledge of drivers for assigned areas.
Builds relationships with internal stakeholders to gain knowledge and an understanding of available resources useful for researching and resolving basic issues.
Performs ad-hoc analyses and assignments on special, tactical projects, usually in collaboration with more experienced professionals.
Qualifications
Required:
Bachelor's degree in Finance, Accounting, or related field AND
0+ years of total relevant work experience
Preferred:
Previous internship experience at a financial services institution
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
City:
State:
Community / Marketing Title: Staff Accountant
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: ⢠Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions ⢠Flexible and remote work opportunities ⢠Health care benefits (medical, dental, vision) ⢠Tuition assistance ⢠Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Senior Accountant - Tax
Rockville, MD jobs
Job DescriptionSalary:
Do you love making a difference in your accounting work? Does working in a diverse range of client industries sound exciting to you? Are you ready to work for a steady accounting firm with a long track record of success?
Snyder Cohn is searching for dynamic senior accountants to join our Tax team. We are looking for individuals who seek to grow with our firm, and whose mission is to help our clients flourish and thrive. With our uniquely supportive work environment where all associates are provided a coach, and our commitment to professional development, we pride ourselves on being a different public accounting experience.
Senior accountants work on progressively more complex client engagements with minimum assistance. They assist in training staff accountants; supervise staff accountants and review their work. Senior accountants have increasing involvement and communication with client personnel as well as independently solving routine technical problems.
How you will spend your time:
Perform diversifie tax assignments under the direction of a supervisor, manager or partner while working to meet important deadlines
Provide a variety of services based on client needs, including the preparation of partnership, corporate, individual and trust returns
Provide supervision, training and support to staff accountants and promote open communication to the engagement supervisor, manager, and partner
Prepare formal correspondence to clients for approval and signature by partners
Act as a liaison between client and Snyder Cohn team members to provide job status updates, issues, and potential problems in order to successfully complete the engagement in accordance with the clients expectations and Snyder Cohns commitment
Begin acquiring the skills necessary to develop quality client relationships and loyalty
Participates in Firms business development efforts, including:
Providing outstanding and timely service to clients
Identifying and making partners aware of potential expanded services for clients
Developing a referral network among professional peers
Accompanying partners on business development calls
We want to talk to you if you have the following:
Bachelors degree in accounting, or with sufficient course work to sit for the CPA exam; proficiency in the use of advanced technology, including financial and tax software programs
Minimum of 2-3 years of comparable work experience
Either hold a current and valid CPA license or are in the process of obtaining the license by taking and passing the applicable state CPA exam
Salary $85,000 - $105,000.
The above salary range represents a general guideline; however, Snyder Cohn considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions. As such, in certain circumstances, offers may be outside of the listed salary range.
Snyder Cohn is a mid-sized CPA firm that puts staff development and client empowerment first. Named one of Accounting Todays 2024 Best Accounting Firms to Work For, we cultivate a collaborative work environment, believe in work-life balance and are proud to offer exciting opportunities and incentives for professional growth, including continuing education and CPA exam assistance. In addition, we offer generous benefits, including 17 days of annual leave, 10 days of sick leave, 401(k) plan with company match, a rich health insurance package, including medical, dental, vision, disability, and more! Hybrid telework arrangements available.
We are an equal opportunity employer. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Posted 10/1/2024
Audit & Assurance Supervisor | Financial Services
Owings Mills, MD jobs
You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success.
Assurance Supervisors are responsible for the completion of various aspects of assurance engagements that have been assigned to them while developing subject matter expertise. They will begin to lead teams in understanding new assurance and accounting developments. They will take responsibility for the supervision and review of Associates' workpapers prior to Manager review.
INDUSTRY FOCUS: Financial Institutions, Banking
Roles and Responsibilities
Technical Expertise and Work Quality
Demonstrate a working knowledge of the technical aspects and issues related to their functional and industry specialization.
Follow YHB guidance regarding secure use of hardware, software, and client information. Hold Associates accountable for protecting YHB assets and information.
Maintain proficiency and identify efficiency with relevant firm technical resources and computer applications. Demonstrate effective use of these resources and use file and workpaper organization techniques.
Continually strive to develop and maintain a high level of technical competence.
Be capable of drafting professional correspondence to clients and superiors on complex subject matter.
Draft formal communications that contribute to the planning and completion of the assurance engagement.
Prepare workpapers that are neat, organized, and cross-referenced.
Review workpapers prepared by Associates for accuracy, content, reasonable procedures, and supportable conclusions.
Assign Assurance sections for Associates, allowing you to complete more technical and challenging Assurance sections.
Complete assignments on time and within budget.
Assign review comments to Associates on the engagements and verify the review comments have been appropriately addressed.
Address review comments from the Manager and/or Principal.
Provide input in the planning aspects of the engagement to improve quality and efficiency.
Assist in preparation of current file and financial reporting requirements, if applicable to the engagement.
Evaluate engagement performance and formalize suggestions for improvement of next year's engagement.
Communicate with team members on job responsibilities (i.e., equipment responsibilities, dress code, and basic understanding of client) prior to arrival.
Client Management and Service
Maintain the complete confidentiality of firm and client information.
Demonstrate an ability to work under time constraints; provide as much flexibility as possible when needed to meet client expectations and deadlines.
Present yourself and your work product to clients and co-workers in a professional manner.
Demonstrate working knowledge of clients' business needs by identifying issues and discussing resolutions with in-charge employees and implementing resolutions throughout the engagement process.
Keep Managers, Principals, and Client Management informed of the engagement progress and issues as they develop.
Develop and maintain strong, positive client relationships through timely communication during the engagement as well as periodic communication throughout the year.
A commitment to respond to clients within 24 hours.
Maintain daily time entry for accurate reporting firm wide.
Business Development
Recognize that practice expansion comes from existing clients as well as potential clients.
Actively develop own referral network, recognizing that every interpersonal encounter may provide a business development opportunity.
Participate in civic/professional organizations, as well as YHB marketing activities.
Continue to gain an understanding of service capabilities.
Develop a network of contacts and seek ways to increase firm visibility.
Represent YHB publicly by accepting speaking opportunities, authoring articles for industry literature, YHB newsletters, etc.
Personal Participation and Professional Development
Assume responsibility for career growth by preparing personal development plans, tracking personal marketing activities, new business generation, identification of continuing education strategies, etc.
Accept constructive input from and offer constructive feedback to Managers and Principals.
Honestly assess own performance upon completion of engagements or assignments.
Solicit overall performance feedback on assigned areas from in-charge employees.
Seek additional responsibilities on engagements that you feel you would like to be given the opportunity to undertake and will help enhance your career and knowledge.
Gain understanding of department goals and responsibilities.
Take responsibility for attaining chargeable hour requirements.
Participate in industry meetings and seminars.
Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB.
Understanding the role of Manager and working to expand roles and responsibilities to that level.
Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required.
Leading and Developing Others
Provide Associates with the framework to complete assignments based on experience levels.
Develop ability to communicate review comments professionally while providing feedback, which will assist in the development of the person whose work was reviewed.
Participate in the training, motivation, supervision, and evaluation of team members. Begin identifying opportunities to assist in course material preparation and/or instruction of in-house courses.
Offer constructive feedback to Associates.
Serve as the primary day-to-day contact for Associates; increase cooperation and success by being accessible and approachable to the feelings and perspectives of others.
Demonstrate an understanding of the importance of cooperation and teamwork through daily interactions with co-workers and in-charge employees.
Maintain positive working relationships with supervisors, clients, and other team members by displaying attitudes of helpfulness, a focus on team success, and the consideration of the ideas of others.
Required Education and Experience
Bachelor's degree in accounting or relevant field required.
Requirements to achieve the CPA certification and/or other certifications of similar standing as approved for development.
Possesses a high level of integrity and ability to respect confidentiality.
Effective verbal and written communication skills
Ability to handle multiple tasks simultaneously.
Knowledgeable of firm policies and procedures
Enthusiastic and self-motivated
Demonstrated time and work management skills necessary to manage a complex workload.
Benefits & Perks
We believe that real effort should be rewarded. That is why YHB is investing in our people and fostering a supportive, rewarding work environment. As part of our team, you will enjoy:
Competitive Compensation & Rewards:
Market-competitive salary with performance-based bonuses.
Retirement savings plan with a 401(k) & profit-sharing plan.
Comprehensive Health & Wellness:
Health, dental, and vision insurance.
Wellness programs and employee assistance programs (EAP).
Paid parental leave and family support.
Professional Development:
Learning and development opportunities.
Tuition reimbursement.
CPA exam support, certification reimbursements, and mentorship programs.
Internal promotions and career pathing opportunities.
Work-Life Balance:
Generous paid time off (PTO) and holidays.
Flexible work arrangements (hybrid/remote options available).
Engaging Work Culture:
Collaborative and inclusive work environment.
Employee resource groups and diversity initiatives.
Social events, team-building activities, and volunteer opportunities.
YHB is strongly committed to providing equal employment opportunity for all employees and all applicants for employment. For us, this is the only acceptable way to do business!
#LI-Remote #LI-Hybrid #LI-KB1
Audit & Assurance Supervisor
Parkville, MD jobs
You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success.
Assurance Supervisors are responsible for the completion of various aspects of assurance engagements that have been assigned to them while developing subject matter expertise. They will begin to lead teams in understanding new assurance and accounting developments. They will take responsibility for the supervision and review of Associates' workpapers prior to Manager review.
Roles and Responsibilities
Technical Expertise and Work Quality
Demonstrate a working knowledge of the technical aspects and issues related to their functional and industry specialization.
Follow YHB guidance regarding secure use of hardware, software, and client information. Hold Associates accountable for protecting YHB assets and information.
Maintain proficiency and identify efficiency with relevant firm technical resources and computer applications. Demonstrate effective use of these resources and use file and workpaper organization techniques.
Continually strive to develop and maintain a high level of technical competence.
Be capable of drafting professional correspondence to clients and superiors on complex subject matter.
Draft formal communications that contribute to the planning and completion of the assurance engagement.
Prepare workpapers that are neat, organized, and cross-referenced.
Review workpapers prepared by Associates for accuracy, content, reasonable procedures, and supportable conclusions.
Assign Assurance sections for Associates, allowing you to complete more technical and challenging Assurance sections.
Complete assignments on time and within budget.
Assign review comments to Associates on the engagements and verify the review comments have been appropriately addressed.
Address review comments from the Manager and/or Principal.
Provide input in the planning aspects of the engagement to improve quality and efficiency.
Assist in preparation of current file and financial reporting requirements, if applicable to the engagement.
Evaluate engagement performance and formalize suggestions for improvement of next year's engagement.
Communicate with team members on job responsibilities (i.e., equipment responsibilities, dress code, and basic understanding of client) prior to arrival.
Client Management and Service
Maintain the complete confidentiality of firm and client information.
Demonstrate an ability to work under time constraints; provide as much flexibility as possible when needed to meet client expectations and deadlines.
Present yourself and your work product to clients and co-workers in a professional manner.
Demonstrate working knowledge of clients' business needs by identifying issues and discussing resolutions with in-charge employees and implementing resolutions throughout the engagement process.
Keep Managers, Principals, and Client Management informed of the engagement progress and issues as they develop.
Develop and maintain strong, positive client relationships through timely communication during the engagement as well as periodic communication throughout the year.
A commitment to respond to clients within 24 hours.
Maintain daily time entry for accurate reporting firm wide.
Business Development
Recognize that practice expansion comes from existing clients as well as potential clients.
Actively develop own referral network, recognizing that every interpersonal encounter may provide a business development opportunity.
Participate in civic/professional organizations, as well as YHB marketing activities.
Continue to gain an understanding of service capabilities.
Develop a network of contacts and seek ways to increase firm visibility.
Represent YHB publicly by accepting speaking opportunities, authoring articles for industry literature, YHB newsletters, etc.
Personal Participation and Professional Development
Assume responsibility for career growth by preparing personal development plans, tracking personal marketing activities, new business generation, identification of continuing education strategies, etc.
Accept constructive input from and offer constructive feedback to Managers and Principals.
Honestly assess own performance upon completion of engagements or assignments.
Solicit overall performance feedback on assigned areas from in-charge employees.
Seek additional responsibilities on engagements that you feel you would like to be given the opportunity to undertake and will help enhance your career and knowledge.
Gain understanding of department goals and responsibilities.
Take responsibility for attaining chargeable hour requirements.
Participate in industry meetings and seminars.
Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB.
Understanding the role of Manager and working to expand roles and responsibilities to that level.
Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required.
Leading and Developing Others
Provide Associates with the framework to complete assignments based on experience levels.
Develop ability to communicate review comments professionally while providing feedback, which will assist in the development of the person whose work was reviewed.
Participate in the training, motivation, supervision, and evaluation of team members. Begin identifying opportunities to assist in course material preparation and/or instruction of in-house courses.
Offer constructive feedback to Associates.
Serve as the primary day-to-day contact for Associates; increase cooperation and success by being accessible and approachable to the feelings and perspectives of others.
Demonstrate an understanding of the importance of cooperation and teamwork through daily interactions with co-workers and in-charge employees.
Maintain positive working relationships with supervisors, clients, and other team members by displaying attitudes of helpfulness, a focus on team success, and the consideration of the ideas of others.
Required Education and Experience
Bachelor's degree in accounting or relevant field required.
Requirements to achieve the CPA certification and/or other certifications of similar standing as approved for development.
Possesses a high level of integrity and ability to respect confidentiality.
Effective verbal and written communication skills
Ability to handle multiple tasks simultaneously.
Knowledgeable of firm policies and procedures
Enthusiastic and self-motivated
Demonstrated time and work management skills necessary to manage a complex workload.
Benefits & Perks
We believe that real effort should be rewarded. That is why YHB is investing in our people and fostering a supportive, rewarding work environment. As part of our team, you will enjoy:
Competitive Compensation & Rewards:
Market-competitive salary with performance-based bonuses.
Retirement savings plan with a 401(k) & profit-sharing plan.
Comprehensive Health & Wellness:
Health, dental, and vision insurance.
Wellness programs and employee assistance programs (EAP).
Paid parental leave and family support.
Professional Development:
Learning and development opportunities.
Tuition reimbursement.
CPA exam support, certification reimbursements, and mentorship programs.
Internal promotions and career pathing opportunities.
Work-Life Balance:
Generous paid time off (PTO) and holidays.
Flexible work arrangements (hybrid/remote options available).
Engaging Work Culture:
Collaborative and inclusive work environment.
Employee resource groups and diversity initiatives.
Social events, team-building activities, and volunteer opportunities.
YHB is strongly committed to providing equal employment opportunity for all employees and all applicants for employment. For us, this is the only acceptable way to do business!
Audit Staff Accountant
Hagerstown, MD jobs
Full-time Description
What are you looking for? A Great Place to Build Your Career? At SEK, you will find just that, especially if you areā¦
Highly motivated: Eager to learn about our clients and develop your technical expertise.
Driven Problem Solver: Apply critical thinking to execute diverse accounting tasks, analyze financial data, and identify potential risks across various clients.
Effective Communicator: Interacting with multiple team members and building strong client relationships.
Engaged Learner: Participate in continuous learning and CPE based on industry and niche.
As an Audit Staff, you will play a key role in assisting with financial statement audits, reviews, compilations, and other assurance related projects. This includes, but is not limited to, the execution of applicable testing strategies, understanding and evaluating internal controls, and other compliance related procedures, while gaining valuable experience working with a variety of clients and with teams in your office and across the Firm. This role, at times, requires travel to client sites for fieldwork.
A Day in the Life of an Audit Staff Accountant...
Engagement Execution:
Perform audit testing on key financial areas such as cash, receivables, inventories, fixed assets, and payroll, ensuring compliance with firm standards and GAAP.
Assist in identifying and evaluating financial and operational risks within client systems.
Document and organize workpapers that support audit findings, ensuring they meet regulatory and firm standards.
Client Communication:
Communicate effectively with clients to gather information and resolve questions.
Respond to client inquiries with professionalism, providing exceptional service to enhance client relationships.
Team Collaboration:
Work closely with audit team members to meet engagement objectives and deadlines.
Participate in audit planning and status meetings, actively contributing ideas and insights.
Data Analysis and Financial Reporting:
Analyze financial data and assess the accuracy and validity of client transactions and balances.
Prepare client financial statements, including balance sheets, income statements, and cash flow statements, in accordance with regulatory and client requirements.
Professional Development:
Stay informed of new accounting and auditing standards and best practices through continued professional education.
Seek feedback and guidance to improve technical and soft skills, aiming to progress toward an Audit Senior position.
Requirements
Bachelor's Degree in Accounting and/or Finance.
0-2 years' experience (can include a tax internship with a CPA firm).
Desire and determination to obtain a CPA license.
Ability to manage priorities and workflow.
Strong organizational, problem solving and analytical skills.
Ability to deal appropriately with confidential information and to demonstrate a high level of professionalism.
Strong community orientation.
Proficient in Excel and other Microsoft applications.
Excellent technical accounting skills with proficiency in GAAP and GAAS.
Why should you join SEK?
Our firm offers team members an excellent career track along with a professional and growth-oriented work environment. We offer flexible schedules, study time on the clock for the CPA exam, and reduced hours in the summer in order to support employee needs to balance their personal and work life. In addition, we strive to provide and maintain a positive work environment where each employee feels encouraged to contribute to our processes, decisions, planning, and culture.
SEK CPAs & Advisors Benefits & Perks:
3 weeks of PTO
Flexible schedules (including half-day Fridays in the summer)
Teleworking
Dress for your day policy (jeans included)
401k profit sharing plan
Tuition Reimbursement Program
CPA incentive Program
Individual Medical Insurance covered by SEK
Check out SEK Team Member Benefits by going to: ***************************
About Us:
At SEK CPAs & Advisors, we don't just provide accounting services - we create value and foster trust. What over 60 years ago as a small, three-partner firm in Maryland has grown into one of the premier CPA and advisory firms in the area. With offices in Camp Hill, Carlisle, Chambersburg, Hanover, and York, PA, as well as Hagerstown, MD. The firm is proud to be built on a foundation of integrity, responsiveness, empowerment, quality of life, and community.
We believe industry-focused, high-performing teams are essential to delivering high-quality and innovative solutions to our clients. Therefore, continuous learning, leadership development, and integrating work-life flexibility are critical components of our strategic plan.
At SEK, successful client service experiences are achieved by providing multiple services, frequent and ongoing communication, and a forward-thinking approach, thereby becoming a trusted business advisor throughout the lifecycle of a business or organization.
EOE STATEMENT - We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex or gender, national origin or ancestry, age, physical or mental disability, marital status, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
Find Your Path. Join SEK!
Salary Description $62,000 - $68,000
Wealth Management Finance - Product Controller
Baltimore, MD jobs
We're seeking someone to join our Wealth Management Controllership team as an Associate in Finance to support the WM Finance controller team by performing various daily weekly, and monthly deliverables. The candidate will assist in enhancing current processes and reporting along with supporting ongoing or new finance initiatives.
In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate level position within the Product Controllers job family which specializes in ensuring adequacy of controls, profit and loss, and balance sheet reporting, and reconciliations for a segment / business / product area. Includes management reporting across the business segments (ISG, WM & IM) and cross-functional roles with end-to-end product oversight, including Wealth Management products.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
- Collaborate with a varied group of colleagues in Finance and across the Firm
- Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products
- Adhere to the Firm's risk and regulatory standards, policies and controls
- Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
- You will produce daily, monthly and quarterly P&L and balance sheet reporting to build knowledge and expertise across various non-bank wealth management products
- You will participate in various month-end general ledger close processes including creating journal entries, reconciliations and analysis
- You will support quarter-end, mid-year, and annual financial reporting deliverables
- You will partner with the businesses and CFO teams to understand the impacts of various business activities
- You will support the development of internal management reporting for WM products
- You will support the overall execution and drive continued improvement of control frameworks
- You will serve as a product owner for reporting enhancement initiatives and aid developing business requirements with Technology
- You will drive and own ad-hoc projects & analysis as required What you'll do in the role:
- Collaborate with a varied group of colleagues in Finance and across the Firm
- Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products
- Adhere to the Firm's risk and regulatory standards, policies and controls
- Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
- You will produce daily, monthly and quarterly P&L and balance sheet reporting to build knowledge and expertise across various non-bank wealth management products
- You will participate in various month-end general ledger close processes including creating journal entries, reconciliations and analysis
- You will support quarter-end, mid-year, and annual financial reporting deliverables
- You will partner with the businesses and CFO teams to understand the impacts of various business activities
- You will support the development of internal management reporting for WM products
- You will support the overall execution and drive continued improvement of control frameworks
- You will serve as a product owner for reporting enhancement initiatives and aid developing business requirements with Technology
- You will drive and own ad-hoc projects & analysis as required
What you'll bring to the role:
- Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
- Ability to provide positive and constructive
- Feedback and acknowledge efforts of team members
- Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
- You have a BS/BA degree with Finance and/or Accounting experience required
- You have 0-5 years post-college experience in the financial services industry
- You have a demonstrated ability to support multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail
- You have strong interpersonal collaboration and team skills including working with cross-functional teams - proven flexibility, adaptability and reliability
- You are a self-starter with exposure to project management skills and sound business judgment
- You have a strong working knowledge of MS Office with an emphasis on Excel, Work and PowerPoint
- You have strong presentation skills
What you can expect from Morgan Stanley:
We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $60,000-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyMarket Risk Finance Product Controller
Baltimore, MD jobs
We're seeking someone to join our Market Risk Control Finance team as a Product Controller in ISG Finance to provide oversight on whether activity has been classified correctly and are also pivotal in ongoing compliance with the Basel covered position rules across various jurisdictions. Key stakeholders include MRD, Business Unit, Regulatory Controllers, and the Credit Risk Department.
In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate level position within our Product Controllers Job Family which specializes in ensuring adequacy of controls, profit and loss and balance sheet reporting and reconciliations for a segment / business / product area, as well as management reporting across business segments or cross functional end-to-end product oversight
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
> Collaborate with a varied group of colleagues in Finance and across the Firm
> Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products
> Adhere to the Firm's risk and regulatory standards, policies and controls
> Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
> Support the delivery of time sensitive internal and external reports and queries from senior management, auditors and regulators.
> Develop understanding of the regulatory requirements of VaR Backtesting, and be able to explain how the Firm evidences compliance
> Support the strategic development of Firm systems, partnering with IT teams to explain, prioritize, test and implement new business requirements (in particular, involving change-the-bank 'Fundamental Review of the Trading Book / Basel III endgame' initiatives)
> Challenge processes and procedures to enhance controls and streamline efficiencies.
> Assist with the preparation of governance materials and support the maintenance and development of documentation to the standard that can be shared with regulators.
> Partner with wider MRC team both locally and globally on cross silo initiatives / projects
> Develop and maintain relationships with a range of clients /stakeholders including Product Control, Risk Management and Regulatory Policy teams.
What you'll bring to the role:
> Working knowledge of Finance functional area, industry and competitive environment
> Ability to communicate clearly and concisely, and adapt to various audiences
> Willingness to seek guidance and provide feedback to further develop self and peers
> Work experience within large financial services firms or other directly relevant experience (commensurate with role being applied for). An awareness in Financial Markets / products and the Basel Regulatory environment.
> Close attention to detail and highly numerate. Strong commitment to developing their own skills. Strong verbal and written communication skills.
> Excellent Microsoft Office skills (Excel, Teams, PowerPoint, PowerBI) and be proficient in data mining and investigating complex issues to extract key themes and discover root causes.
> The flexibility required to work in a dynamic environment under tight deadlines taking accountability and ownership for multiple deliverables.
> High level of guardianship - ensuring that exceptions are identified, resolved and escalated on a timely basis.
> Track record of proactively driving projects forward and working closely with IT development teams to deliver change
> At least 2 years' relevant experience would generally be expected to find the skills required for this role
What you can expect from Morgan Stanley:
We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $60,000-$90,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyFinancial Controller
Owings Mills, MD jobs
Baltimore's best, at your service.
Yellowstone Local is proud to represent Advanced Heating & Cooling, an industry leader in commercial HVAC services.
If you're a finance pro who thrives in fast-paced environments and wants a seat at the leadership table, this is your opportunity to make a real impact in a company that values precision, integrity, and growth.
What's in it for You?
Salary is based on experience
401(k) with dollar-for-dollar company match up to 3%
Health Insurance with company participation
Life Insurance
Optional Dental and Supplemental Insurance
PTO:
5 days after 105 days of service
12 days after 1 year
19 days after 5 years
25 days after 10 years
8.5 paid holidays annually
Direct deposit
Substance-free workplace
In-house and outsourced training with tuition reimbursement opportunity
Annual performance reviews with career growth planning
Promotions from within the company
Team-building events
Why You'll Love It Here
Trusted Local Leader: Family-owned and respected in the Baltimore commercial HVAC space
Growth-Oriented: Strong focus on employee development and internal promotion
Team-First Mentality: Collaborative leadership with an open-door policy
Values-Driven Culture: Built on trust, flexibility, humility, teamwork, and positivity
Real Responsibility: You'll be a strategic partner, not just a number cruncher
Your New Role
Location: Owings Mills, Maryland
As Controller, you'll own the financial strategy, operations, and reporting for Advanced Heating & Cooling. You'll work directly with ownership and key team members to ensure financial accuracy, operational efficiency, and long-term profitability.
Lead budgeting and forecasting initiatives
Deliver financial models and insights for strategic planning
Oversee job costing, WIP reporting, and project profitability
Ensure accurate cost tracking of labor, materials, and subcontractors
Manage general ledger, AR, AP, payroll, and monthly close
Produce accurate financial statements and management reports
Monitor cash flow and banking relationships
Lead internal control initiatives to protect assets and reduce risk
Ensure tax compliance and coordinate audits with external CPA firms
Supervise and develop the accounting team
Optimize the use of accounting systems (ComputerEase by Deltek)
Identify and implement process improvements across the finance function
Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience.
Bachelor's degree in Accounting, Finance, or related field (preferred)
5-10 years of progressive accounting and finance experience
At least 2-3 years in a controller or senior accounting role
Construction or commercial service industry experience is required
In-depth knowledge of GAAP
Strong analytical, problem-solving, and Excel skills
Experience with ComputerEase or similar financial software a plus
Excellent leadership and communication skills
Proven ability to lead, coach, and grow a team
Organized, detail-oriented, and deadline-driven
Able to communicate complex financial info to non-financial stakeholders
Advanced Heating & Cooling is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. #orange