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Financial Analyst Job No: 547946 Work Type: Staff Location: San Luis Obispo - Mustang Business Park Categories: Unit 9 - CSUEU - Technical Support Services, Finance/Accounting, Probationary, Full Time, Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled) Job Summary Under the general supervision of the Fiscal Planning Manager, the Financial Analyst has primary responsibility for providing administrative and technical duties as it relates to the analysis, tracking and processing of budgetary transactions, maintaining the Cal Poly CSU Operating Fund Base Budget and the annual operating plan, coordination of department software project planning and monitoring, and providing a wide range of user support for campus constituents as it relates to policies, procedures and Budget and Fiscal Planning systems. Additionally, this position serves as backup support for position budget review and analysis. The team currently operates on a hybrid schedule: team members will work 3 days per week in the office and telecommute 2 days per week. Department Summary University Budget and Fiscal Planning's mission is to strategically partner with the campus community to ensure a successful financial future. We are committed to supporting the Cal Poly community, through providing financial information, training, direction, and oversight of the campus finances. While we are responsible for all aspects of the campus budget planning, development, administration, and reporting of funds appropriated for Cal Poly; we encourage strong partnerships with the campus community to help achieve our mission. Key Qualifications 
<ul>
<li>Working knowledge of and ability to apply standard theories, principles, practices, and techniques as it relates to fiscal management, accounting, budgeting and reporting.</li>
<li>Skill in the research, development and evaluation of policies and programs, including skill in the collection, evaluation, and interpretation of data to develop sound conclusions and make appropriate recommendations.</li>
<li>Ability to gather information from a wide variety of resources, analyze, summarize and present the information in a useful, understandable manner.</li>
<li>Ability to learn, interpret and apply a wide range of policies, procedures, principles, concepts, work processes, laws, rules and reference materials pertinent to Budget and Fiscal Planning.</li>
<li>Knowledge of basic methods and procedures for research and statistical analysis and the ability to apply them.</li>
<li>Demonstrated skill in fiscal analysis and budget administration.</li>
<li>Thorough knowledge of business system applications and software, including stand-alone systems and enterprise-scale technologies.</li>
</ul>
 Education and Experience Equivalent to graduation from a four-year college or university. Three years of technical or administrative experience. A graduate degree in a related field may be substituted for one year of the required experience. Additional qualifying experience may be substituted for the required education on a year-for-year basis. Salary and Benefits Anticipated Hiring Range: $75,000 - $85,000 Per Year Classification Range: $55,176 - $99,816 Per Year Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Anticipated Hiring Range referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Classification Range may be broader than what the University anticipates paying for this position, based on internal equity, budget, and collective bargaining agreements (when applicable). Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. See our <a href="https://apptrkr.com/get_redirect.php?id=6283954&amp;targetURL=https://afd.calpoly.edu/hr/benefits/" target="_blank">benefits website</a> for additional information. Cal Poly Cal Poly is a nationally-ranked public university located in San Luis Obispo, California, and known for its Learn by Doing philosophy. Each year more than 20,000 top-tier students come to San Luis Obispo to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities and the built environment. Cal Poly's hands-on philosophy, small class sizes and close student-faculty mentorships result in graduates ready from day one to impact their communities, California and the world. For more information, visit <a href="https://apptrkr.com/get_redirect.php?id=6283954&amp;targetURL=http://www.calpoly.edu/" target="_blank">calpoly.edu</a>. Equal Opportunity and Excellence in Education and Employment This position is open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, Cal Poly provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. Cal Poly complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices. Cal Poly is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At Cal Poly, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all. Supplemental Information Satisfactory completion of a background check (including a criminal records check) is required for employment. Cal Poly will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position. The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Cal Poly, San Luis Obispo is not a sponsoring agency for staff or management positions. Applicants for staff and management positions must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Positions are posted for a minimum of 14 calendar days. To Apply: All applicants must apply online at: <a href="https://apptrkr.com/6283954" target="_blank">https://jobs.calpoly.edu/sl/en-us/job/547946/financial-analyst</a>. Copyright ©2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-f4be3f0382ca8f4cb983b8ead436a457

Financial Analyst

THE MOUNT ASCUTNEY REGIONAL COMMISSION IS SEEKING A FINANCE MANAGER TO JOIN OUR TEAM. The Finance Manager works independently under the general direction of the Executive Director, is responsible for the fiscal management of the Commission, supervises up to two administrative staff positions, and provides administrative support to staff. For more details see <a href="https://www.marcvt.org/job-openings.html" target="_blank">https://www.marcvt.org/job-openings.html</a>. A Bachelor's degree in accounting or a related field with a minimum of 4 years of related professional experience is preferred. The candidate must have a broad base of technical knowledge and skills in accounting theory and methods. Relevant knowledge of state and federal grant management and contract administration is highly desirable. The salary range is between $70,000 and $90,000, commensurate with ability. The MARC has an excellent benefits package which includes medical, dental, vision, long-term disability insurance, and retirement in the Vermont Municipal Employees Retirement System. If interested in this position, please send a resume and cover letter to Jason Rasmussen, Executive Director, <a href="mailto:jrasmussen@marcvt.org" target="_blank">jrasmussen@marcvt.org</a>.

Finance Manager

Capgemini&nbsp;is&nbsp;seeking&nbsp;a&nbsp;highly&nbsp;motivated&nbsp;and&nbsp;detail-oriented&nbsp;Financial Manager
Our&nbsp;Client&nbsp;is&nbsp;one&nbsp;of&nbsp;the&nbsp;United&nbsp;States&nbsp;largest&nbsp;insurers,&nbsp;providing&nbsp;a&nbsp;wide&nbsp;range&nbsp;of&nbsp;insurance&nbsp;and&nbsp;financial&nbsp;services&nbsp;products&nbsp;with&nbsp;gross&nbsp;written&nbsp;premiums&nbsp;well&nbsp;over&nbsp;US$25&nbsp;Billion&nbsp;(P&amp;C).&nbsp;They&nbsp;proudly&nbsp;serve&nbsp;more&nbsp;than&nbsp;10&nbsp;million&nbsp;U.S.&nbsp;households&nbsp;with&nbsp;more&nbsp;than&nbsp;19&nbsp;million&nbsp;individual&nbsp;policies&nbsp;across&nbsp;all&nbsp;50&nbsp;states&nbsp;through&nbsp;the&nbsp;efforts&nbsp;of&nbsp;over&nbsp;48,000&nbsp;exclusive&nbsp;and&nbsp;independent&nbsp;agents&nbsp;and&nbsp;nearly&nbsp;18,500&nbsp;employees.&nbsp;Finally,&nbsp;our&nbsp;client&nbsp;is&nbsp;part&nbsp;of&nbsp;one&nbsp;the&nbsp;largest&nbsp;Insurance&nbsp;Groups&nbsp;in&nbsp;the&nbsp;world.
Position Objective
<ul>
<li>Responsible for analyzing sales trends, developing sales reporting, and providing monthly new business forecasts by state and by line of business</li>
<li>Support field leadership by identifying opportunities in different markets, building impact of field actions and initiatives, and providing data points for business unit reviews</li>
<li>Evaluate agency economics of agent and district manager compensation, impacts of changes to sales compensation and incentives, opportunities to improve agency revenue, and impact of different investments on agency economics</li>
<li>Construct sales plans and targets by state, market, and district level</li>
<li>Manage territory budgets including annual planning, forecasting and customer account maintenance</li>
</ul>
Requirements
<ul>
<li>Bachelor´s&nbsp;Degree&nbsp;in&nbsp;Accounting, Finance or related field.</li>
<li>English&nbsp;Proficiency.</li>
<li>Advanced Excel.</li>
<li>Power Point proficiency.</li>
<li>Strong Financial Acumen (budgeting, forecasting, variance analysis).</li>
<li>Nice to have experience with SQL or Snowflake, Power BI or other data visualization tool.</li>
</ul>
Software&nbsp;/&nbsp;Tool&nbsp;Skills
<ul>
<li>PowerPoint - Advanced</li>
<li>SAP - Intermediate</li>
<li>SQL - Intermediate</li>
<li>Snowflake - Intermediate</li>
<li>Office Suite - Intermediate</li>
<li>PowerBI - Intermediate</li>
</ul>
Benefits
This position comes with competitive compensation and benefits package:
<ol>
<li>Competitive salary and performance-based bonuses</li>
<li>Comprehensive benefits package</li>
<li>Home Office model</li>
<li>Career development and training opportunities</li>
<li>Flexible work arrangements (remote and/or office-based)</li>
<li>Dynamic and inclusive work culture within a globally known group</li>
<li>Private Health Insurance</li>
<li>Pension Plan</li>
<li>Paid Time Off</li>
<li>Training &amp; Development</li>
<li>*Note: Benefits differ based on employee level</li>
</ol>

Finance Manager II - Business Ops

The Financial Accounting &amp; Reporting Manager is responsible for the day-to-day financial accounting operations and the production of accurate, timely, and compliant financial reporting across The Boundary's global entities. This role oversees the full month-end close process, statutory accounts preparation, tax compliance support, and audit coordination, ensuring operational excellence and continuous improvement in financial control.
As a key operational finance leader, the Financial Accounting &amp; Reporting Manager plays a vital role in supporting the Group Financial Controller with reporting quality, governance, and systems development. The role interfaces with the wider finance team, including FP&amp;A, Business Planning, and regional business leaders, to support scalable, compliant, and well-documented financial operations.
This role is based 100% at our office in Camden (NW1 7DJ). We will only consider people who already have the right to work in the UK.
Responsibilities
<ul>
<li>Manage monthly and quarterly close processes (journals, reconciliations, intercompany)</li>
<li>Ensure accuracy of P&amp;L, balance sheet, and cash flow statements across entities</li>
<li>Maintain accurate and up-to-date accounting records in ERP</li>
<li>Support Balance Sheet reconciliations and documentation</li>
<li>Assist with preparation of statutory accounts</li>
<li>Coordinate external audit activities and respond to auditor queries</li>
<li>Ensure reconciliations and working papers are audit-ready</li>
<li>Ensure adherence to accounting policies, procedures, and internal control requirements</li>
<li>Lead documentation and process improvement across finance operations</li>
<li>Identify opportunities to streamline and automate accounting processes</li>
<li>Support Assistant Management Accountants</li>
<li>Assign tasks, review outputs, and oversee day-to-day accounting delivery</li>
<li>Provide coaching, performance feedback, and professional development support</li>
<li>Oversee AP/AR processes, payment runs, and cash postings</li>
<li>Support tax compliance tasks including VAT returns and payroll reconciliation</li>
<li>Work closely with P&amp;C to support payroll accuracy and timing</li>
<li>Maintain ERP confi gurations and chart of accounts discipline</li>
<li>Support reporting integrity across ERP and linked planning tools</li>
<li>Ensure timely updates to cost centres, GL codes, and system access</li>
</ul>
KPI/Metrics
<ul>
<li>Month-End Close Timeliness and Accuracy</li>
<li>Number and Quality of Reconciliations Completed On Time</li>
<li>Statutory Reporting and Audit Preparedness</li>
<li>AP/AR Cycle Times and Accuracy</li>
<li>Team Development and Engagement</li>
<li>Compliance with Controls and Policy Documentation</li>
</ul>
This list is not exhaustive, other KPIs and Metrics may change or be added as required
Requirements
<ul>
<li>Strong experience in accounting, financial operations, or audit roles</li>
<li>Experience in group finance or multi-entity environments preferred</li>
<li>Exposure to global or multi-currency reporting advantageous</li>
<li>Experience preparing for or working directly on audit and statutory filing processes</li>
<li>Part-qualified or fully qualified accountant (ACCA or equivalent)</li>
<li>Strong experience in accounting systems (ERP, e.g., NetSuite, Xero, Sage)</li>
<li>Proficient in Excel; exposure to close management tools advantageous</li>
<li>Familiarity with planning and project systems a plus (e.g. Kantata)</li>
<li>Strong attention to detail and accountability</li>
<li>Proactive learner able to improve processes while ensuring compliance</li>
<li>Organised, dependable, and self-driven</li>
<li>Comfortable managing up and supporting team members</li>
<li>Clear and concise communicator with good documentation discipline</li>
<li>Capable of building strong relationships with finance and non-finance stakeholders</li>
<li>Strong technical accounting understanding (IFRS or local GAAP)</li>
<li>Competence in reconciliations, journals, trial balance reviews, and ledger maintenance</li>
<li>Ability to manage junior staff , set expectations, and support growth</li>
<li>Comfortable delegating and quality checking outputs in a structured environment</li>
</ul>
Benefits
<ul>
<li>Salary: up to £55,000 dependent on experience</li>
<li>Bonus Scheme: based on annual company performance</li>
<li>Pension Scheme</li>
<li>Holidays: 25 Days (increases 1 day per year of service up to 29) + Bank Holidays</li>
<li>Gym membership paid for or contribution to other fitness goals</li>
<li>Cycle to Work and Tech Schemes</li>
<li>Mental Health support</li>
<li>Great Learning &amp; Development opportunities</li>
<li>Regular team events and social activities</li>
<li>Fantastic office environment in a nice location</li>
</ul>

Financial Accounting & Reporting Manager

Depuis maintenant 15 ans, Famoco est devenue une référence dans le domaine des nouvelles technologies.
Comment ? En combinant une solution hardware mobile et software sous Android en la mettant dans les mains des entreprises par le biais d’une plateforme SaaS sécurisée.
Que cela soit en&nbsp;France&nbsp;(Paris et Rennes), en&nbsp;Belgique&nbsp;(Bruxelles et Liège), en&nbsp;Chine&nbsp;(Shenzhen) ou en&nbsp;Afrique&nbsp;(Abidjan) nos équipes partagent le même objectif : satisfaire nos plus de 1400 clients un peu partout dans le monde.
Famoco offre un environnement de travail inclusif et bienveillant, où toutes les différences sont prises en compte et sont mises en valeur. Nous croyons fortement que la diversité fait la richesse de nos équipes ! Nous sommes pour l'égalité des chances devant l'embauche dans une démarche de recrutement prônant la diversité et l'inclusion, pour garantir la non- discrimination !
Notre culture d’entreprise se résume en 5 mots :&nbsp;écoute,&nbsp;bienveillance,&nbsp;curiosité,&nbsp;défi/impact&nbsp;et&nbsp;résultats. Ce n'est pas tout, nous partageons tous l’envie de faire grandir la société et sommes toujours ravis à l’idée d’y accueillir nos nouveaux talents !
En tant que Finance Analyst, tu rejoindras l'équipe Finance de Famoco et collaboreras étroitement avec la Finance Manager sur des missions challengeantes ! Voici quelques missions pour t'aider à te projetter :
<ul>
<li> Analyser les données et les tendances financières : Contribuer à l'examen et à l'interprétation des données financières pour identifier les tendances clés et fournir des recommandations stratégiques.</li>
<li> Préparer les budgets et les prévisions financières : Participer activement à la planification budgétaire et à la réalisation des prévisions financières pour soutenir les objectifs à court et long terme de l'entreprise.</li>
<li> Élaborer des rapports financiers : Aider à la création de rapports financiers précis et pertinents, et participer à la présentation des résultats aux différentes parties prenantes, en veillant à ce qu'ils soient bien compris et utilisés pour la prise de décisions.</li>
<li> Optimiser les processus financiers : Contribuer à l'amélioration des processus financiers existants en proposant des solutions innovantes et en veillant à leur mise en œuvre efficace pour accroître l'efficience et la transparence.</li>
<li> Participer à des projets d'amélioration continue : S'impliquer dans divers projets visant à améliorer continuellement les pratiques financières et opérationnelles, afin de soutenir la croissance et l'innovation au sein de l'entreprise.</li>
</ul>
Requirements
<ul>
<li>Tu prépares un diplôme en Finance ou équivalent (BAC+3 minimum)</li>
<li>Tu as une première expérience (alternance et/ou stage) en finance ou analyse financière</li>
<li>Tu as une bonne maîtrise du Pack Office, notamment Excel</li>
<li>Tu es <a href="http://rigoureux.se" target="_blank">rigoureux.se</a> et organisé.e, avec une grande capacité d'analyse</li>
<li>Tu es autonome et <a href="http://proactif.ve" target="_blank">proactif.ve</a>, avec un bon sens de l'initiative</li>
<li>Tu as de bonnes compétences en communication, tu es capable de présenter des résultats de manière claire et concise</li>
<li>La connaissance de logiciels de gestion financière notamment Odoo, Sage serait un grand plus</li>
</ul>
Benefits
Travailler chez Famoco c’est avant tout :
<ul>
<li>Des collègues passionnés, talentueux, et attachants, bref formidables !</li>
<li>Le plaisir de travailler au cœur d’une technologie dont les usages ne cessent de se multiplier</li>
<li>L’opportunité d’avoir un impact fort, visible et immédiat, sur le développement de FAMOCO</li>
<li>La possibilité de dévoiler tes compétences, de briller, d’évoluer et de t’épanouir !</li>
</ul>
Et ce n’est pas fini tu auras :
<ul>
<li>Une carte Swile (55% pris en charge)</li>
<li>Une bonne mutuelle (50% pris en charge)</li>
<li>Transport (50% pris en charge)</li>
<li>Des locaux en plein centre de Paris (4eme arrondissement)</li>
<li>Accès aux différents événements Famoco : Team Buildings, Soirées jeux, apéro etc...</li>
<li>Accès et abonnement Liberty Gymlib : Sport et activités de bien-être !</li>
<li>Une licence Coursera pour s'autoformer tout au long de l'année !</li>
</ul>
Déroulé des entretiens : 
<ul>
<li>Call avec HR</li>
<li>Meeting avec la Finance Manager</li>
<li>Meeting avec la CFO</li>
</ul>

Analyste Financier - Alternance H/F

We’re proud to say we’ve been named one of "Super Empresas Expansión 2023 Top Companies"
Charger logistics Inc. is a world- class asset-based carrier with locations across North America. With over 20 years of experience providing the best logistics solutions, Charger logistics has transformed into a world-class transport provider and continue to grow. 
Charger logistics invests time and support into its employees to provide them with the room to learn and grow their expertise and work their way up. We are entrepreneurial-minded organization that welcomes and support individual idea and strategies. We are currently expanding and looking to add a motivated individual to our team based out of our&nbsp;San Pedro Sula office.
Responsibilities:
<ul>
<li>In collaboration with team, ensures that all monthly, quarterly, annual financial statements and related schedules/analysis are produced in a timely fashion</li>
<li>Involved in full cycle month end activities (including but not limited to general accounting records and GL maintenance) in compliance with company policies and procedures.</li>
<li>Responsible for other financial reports and analytical work such as intercompany balance reconciliation, monthly accruals, journal entry logs, etc.</li>
<li>Preparing the budget and financial forecasts, variance reporting as well as other regulatory reporting </li>
<li>Performing monthly balance sheet, income statement and changes in financial position/budget variance analyses</li>
<li>Preparing and/or reviewing appropriate ledger entries and reconciliations</li>
<li>Manage fixed Assets including monthly reconciliation, reporting and analysis</li>
<li>Provide insight on financial reports when management reviews business strategies</li>
</ul>
Requirements
<ul>
<li>Bachelor Degree in Accounting or Finance.</li>
<li>University degree in Commerce, Finance or Business Administration, with preference to those holding or pursuing a professional accounting designation (such as CA, CPA, CMA)</li>
<li>Minimum of 5 years of previous accounting experience </li>
<li>Ability to manage a team is an asset</li>
<li>Financial reporting experience is an asset (ex. preparation of consolidations, financial statements etc.)</li>
<li> Applicants must possess the ability to take initiative and work independently </li>
<li>Strong interpersonal skills, as well as excellent verbal and written communication skills</li>
</ul>
Benefits
<ul>
<ul>
<li>Competitive Salary</li>
<li>Healthcare Benefit Package</li>
<li>Career Growth</li>
<li>Saving funds</li>
<li>Food coupons</li>
<li>Performance bonus</li>
<li>Christmas Bonus + Christmas Loyalty Bonus</li>
</ul>
</ul>
In Charger Logistics we care about giving equal opportunities to each candidate and employee, we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, medical condition, or disability.
We invest time and support in you to provide the room to learn, grow and work your way up. An entrepreneurially minded organization where you’ll be given support and room to develop your own strategies. If this sounds like what you’re looking for, then we might be the place for you.

Accounting Manager

Job Purpose:
The role of Senior Private Banker is to develop and maintain a portfolio of 100+ private banking clients and to assist them with their banking, credit and investment related needs. Provide regulated mortgage and investment advice to clients and generate income from the client portfolio. Develop strong relationships with clients and clearly communicate the product offering of the Private Bank.&nbsp; 
Key responsibilities:
<ul>
<li>To take personal responsibility for a portfolio of high net worth clients, heading their complete banking relationship with Weatherbys.</li>
<li>To fully understand the potential banking needs of both private banking and business clients and generate sustained revenue growth over long-term proactive relationships.</li>
<li>Identify and recruit potential new clients.</li>
<li>Increase the volume of client lending and deposits. </li>
<li>Increase assets under advice in the investment and wealth advice (IWA) service, provide compliant investment advice including suitability, and undertake on-going monitoring of a client’s investments to ensure continued suitability.</li>
<li>Take full responsibility for credit, lending and security documentation for own portfolio of clients. </li>
<li>Put the clients ‘interests’ first and execute client instructions in a timely and accurate manner.</li>
<li>Manage excess control of accounts and sanction credit applications for clients using delegated lending authorities. </li>
<li>Ensure compliance with all FCA Principles and Rules, other statutes and regulations, investment, mortgage and other Weatherbys standards and procedures whilst maintaining the highest standards of professionalism and ethics. </li>
<li>Ensure level of training and competence is in line with regulatory investment and regulatory mortgage requirements. </li>
<li>Handle all regulated and non- regulated complaints received. </li>
<li>Manage the portfolio lending quality, including management of bad and doubtful debts.</li>
</ul>
The above is not a definitive list of your duties and you may be required to perform additional tasks as necessitated by your changing role and in line with company objectives.
Skill Requirements:
<ul>
<li>Exceptional client servicing and relationship management skills with High Net worth Clients and demonstrable experience in building and managing this client base. </li>
<li>Excellent verbal and written communications skills. </li>
<li>Excellent technical banking knowledge and experience of the financial services industry.</li>
<li>Strong Knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients.</li>
<li>Excellent knowledge of regulated credit agreements/investment advice/ deposits/ portfolio management services/ financial promotions.</li>
<li>Significant experience in managing client portfolios with respect to client objectives and regulatory requirements. </li>
<li>Excellent knowledge of the process of assessing both creditworthiness and suitability.</li>
<li>Good knowledge and understanding of the property purchasing process/ security valuation/ functioning of land register/ account opening. </li>
<li>Computer literate with a solid understanding&nbsp; of Microsoft Word/ Excel</li>
<li>Good report writing skills.</li>
<li>Proactive and innovate approach with a positive attitude.</li>
</ul>
Training and Qualifications: 
<ul>
<li>Degree educated or equivalent </li>
<li>Certified staff (previously CF30) status and commitment to maintain status as the regulatory requirements change.</li>
<li>CeMAP Qualification</li>
<li>IAD Qualification</li>
<li>PCIAM Qualification</li>
</ul>

Senior Private Banker

<h3>Finance Associate</h3>
Location- Bangalore, India (On-site Full time)
<h3>About Unifize:</h3>
At <a href="http://www.unifize.com" target="_blank">Unifize</a>, we’re building a SaaS platform that revolutionises process efficiency for product development, quality, and operations teams in ISO and FDA-regulated companies, especially in manufacturing and life science industries.
By integrating communication, data, documents, and workflows into a chat-based, configurable platform, we help our customers deliver better products on time, on budget, and with reduced risk.&nbsp;
Please review:
<ul>
<li> <a href="https://www.unifize.com/content" target="_blank">Case studies and testimonials</a> from customers who talk extensively about their transformational experience using Unifize.&nbsp;</li>
<li> <a href="http://unifize.com/platform" target="_blank">Platform page</a> that explores the various pioneering platform features</li>
<li> <a href="https://www.unifize.com/about-us" target="_blank">About us</a>, which includes a questionable piece of amateur dramatics by the founders.</li>
</ul>
<h3>Who Are You:</h3>
<ul>
<li>A detail-oriented professional with a strong sense of ownership and accountability.</li>
<li>Someone dependable and collaborative, actively contributing to daily finance operations.</li>
<li>A curious learner with a genuine interest in tax, accounting, and compliance.</li>
<li>Someone eager to work in a fast-paced startup environment and committed to maintaining clean, audit-ready records.</li>
</ul>
<h3>Roles &amp; Responsibilities:</h3>
<ul>
<li>Maintain day-to-day bookkeeping and ledger entries, including accounts receivable/payable, journal entries, employee advances, and expense reimbursements.</li>
<li>Prepare GST workings, perform input credit reconciliations, and assist with monthly/quarterly filings.</li>
<li>Prepare monthly TDS workings (for both salary and vendor payments), generate challans, and support return filings.</li>
<li>Conduct daily bank reconciliations and maintain cash and bank books.</li>
<li>Create and manage daily compliance and payment/receivable calendars to ensure timely execution of deliverables.</li>
<li>Support payroll processing by collating inputs, mapping statutory requirements, and coordinating disbursements.</li>
<li>Track and report on receivables and payables in coordination with internal stakeholders.</li>
<li>Assist with audit documentation and respond to queries during internal and external reviews.</li>
<li>Collaborate with the Admin Officer as needed on administrative and compliance-related tasks</li>
<li>Own the vendor onboarding process including documentation handling, contract management, and compliance checks.</li>
<li>Coordinate workspace setup, welcome kits, and rental laptop assignment for new hires; maintain a register of IT assets and employee access rights.</li>
<li>Oversee offboarding processes, ensuring proper revocation of access and recovery of all issued assets.</li>
</ul>
<h3>Requirements:</h3>
<ol>
<li>Bachelor's in Commerce/Business Management or CA Inter</li>
<li>2-4 years of hands-on accounting experience</li>
<li>Strong working knowledge, preferably in Zoho bookkeeping software</li>
<li>Proficiency in English – we are a US-India team, and clear communication is essential</li>
</ol>

Finance Associate

Redefine Success with Smartsourcing And Work With Australia’s Leading Business Management Firm, BlueRock
– Your Finance and Accounting Career Starts Here
We’re looking for an exceptional AU Tax Accounting Team Leader to join our full-time, on-site team. This is your chance to thrive in an award-winning workplace where precision meets innovation and your expertise truly matters.
Where?📍
JEG Tower, Archbishop Reyes, Corner Acacia St., Barangay Kamputhaw, Cebu City,&nbsp; Cebu&nbsp;
As the&nbsp;AU Tax Accounting – Team Leader, you’ll be working with one of our partners, BlueRock and oversee their Cebu-based team, ensuring the seamless delivery of client work for the Melbourne teams. This role combines technical expertise, team management, and a passion for mentoring to drive productivity, quality, and alignment with our core values.&nbsp;
Some of the things we expect you to do are to:&nbsp;
<ul>
<li>Oversee the workflow of the Cebu team, resolving issues proactively to ensure deadlines are met.&nbsp;</li>
<li>Coach, mentor, and provide feedback to develop team members’ skills and knowledge.&nbsp;</li>
<li>Build diverse teams with a strong sense of morale and belonging.&nbsp;</li>
<li>Manage training programs, including the Graduate Program calendar, to achieve learning outcomes.&nbsp;</li>
<li>Conduct team performance reviews and delegate tasks effectively based on skills and experience.&nbsp;</li>
<li>Ensure team productivity meets targets by upskilling members and managing response times.&nbsp;</li>
<li>Deliver high-quality accounting files and respond promptly to internal client requests (within 24 hours).&nbsp;</li>
<li>Maintain visible capacity reporting to align team performance with Melbourne’s client deliverables.&nbsp;</li>
<li>Review and sign off on work papers, ensuring compliance with statutory obligations, best practices, and our partners’ standards.&nbsp;</li>
<li>Stay updated with the latest accounting and tax industry knowledge.&nbsp;</li>
</ul>
<ul>
<li>Mitigate client risk by implementing proactive measures to protect the business.&nbsp;</li>
<li>Use Karbon workflow systems to manage tasks and productivity effectively.&nbsp;</li>
<li>Support Melbourne teams in achieving monthly billing targets by facilitating timely client work delivery.&nbsp;</li>
<li>Contribute to new ways of working, driving change, and promoting collaboration between sites.&nbsp;&nbsp;</li>
</ul>
Requirements
We would need you to be or have the following:&nbsp;
<ul>
<li>CA/CPA Qualified.&nbsp;</li>
</ul>
<ul>
<li>Demonstrated knowledge of Australian tax laws and compliance.&nbsp;</li>
</ul>
<ul>
<li>Extensive experience in accounting and team management within a professional services environment.&nbsp;</li>
</ul>
<ul>
<li>Strong leadership capabilities, with a proven ability to coach and mentor a high-performing team.&nbsp;</li>
</ul>
<ul>
<li>Expertise in Australian tax compliance and accounting principles.&nbsp;</li>
</ul>
<ul>
<li>Advanced proficiency in Xero and Karbon systems.&nbsp;</li>
</ul>
<ul>
<li>Excellent interpersonal and organizational skills to build rapport with clients and staff.&nbsp;</li>
</ul>
<ul>
<li>A proactive, results-driven mindset with a focus on innovation and continuous improvement.&nbsp;</li>
</ul>
<ul>
<li>Ability to manage multiple tasks under pressure and meet deadlines consistently.&nbsp;</li>
</ul>
Bonus Points for:
<ul>
<li>A passion for continuous learning - training provided! </li>
<li>Experience working with diverse client portfolios. </li>
</ul>
Benefits
Smartsourcing and BlueRock are changing the way success happens—by putting people first.
For four consecutive years, Smartsourcing has been named one of HR Asia’s Best Companies to Work For, while BlueRock is Great Place to Work Certified. That’s because we’re not just about success—we’re about creating workplaces where people truly thrive.
When you join Smartsourcing and BlueRock, you’re stepping into a culture where work-life balance isn’t just a buzzword—it’s a promise. Here’s why you’ll love working with us:
<ul>
<li>😊 Fixed weekends off&nbsp;</li>
</ul>
<ul>
<li>🎄 5-day Christmas leave&nbsp;</li>
</ul>
<ul>
<li>👩‍⚕️ HMO coverage for you and your dependents from Day 1&nbsp;</li>
</ul>
<ul>
<li>⛑️ Group life insurance from Day 1&nbsp;</li>
</ul>
<ul>
<li>😋 Free lunch + soft breakfast every day&nbsp;</li>
</ul>
<ul>
<li>☕ Barista-crafted coffee daily&nbsp;</li>
</ul>
<ul>
<li>💰 For night shifters: NIGHT DIFF&nbsp;</li>
</ul>
<ul>
<li>💵 Above-industry salary packages&nbsp;</li>
</ul>
<ul>
<li>📊 Opportunities to work on exciting projects that challenge and inspire&nbsp;</li>
</ul>
<ul>
<li>🏆 Monthly, quarterly, and annual performance bonuses&nbsp;</li>
</ul>
<ul>
<li>🙌 Exclusive discounts at top restaurants and merchants&nbsp;</li>
</ul>
<ul>
<li>🧘🏼‍♂️ Development workshops, learning sessions, and community give-back programs&nbsp;</li>
<li>✈️ Chances to travel to Australia for immersive partner collaboration and team bonding</li>
</ul>
<ul>
<li>And so much more!</li>
</ul>
Where Numbers Meet Impact
Smartsourcing and BlueRock is where precision and purpose align. Your role here isn’t just about crunching numbers—it’s about driving growth, building trust, and making a difference in the lives of those you work with.&nbsp;
Ready to take your Finance and Accounting career to the next level?
Apply now and experience a workplace that’s redefining what it means to grow, lead, and succeed.

AU Tax Accounting Team Leader

Η εταιρεία&nbsp;Mellon Technologies&nbsp;επιθυμεί να προσλάβει για λογαριασμό Χρηματοπιστωτικού Οργανισμού Στελέχη Τμήματος Ασφαλείας Τραπεζικών Συναλλαγών.
Ο κάτοχος της θέσης θα έχει τις παρακάτω κύριες αρμοδιότητες:
<ul>
<li>Παρακολούθηση, εντοπισμό και αποτροπή ύποπτων περιστατικών τραπεζικών συναλλαγών.</li>
<li>Καθημερινή τηλεφωνική επικοινωνία με διευθύνσεις της Τράπεζας για παροχή βοήθειας σε υποθέσεις Fraud αλλά και με τους υφιστάμενους πελάτες της Τράπεζας αναφορικά με Anti-Fraud ζητήματα.</li>
<li>Δημιουργία reports.</li>
</ul>
Requirements
<ul>
<li>Πτυχίο Ανώτερου ή Ανώτατου εκπαιδευτικού ιδρύματος με επιθυμητή κατεύθυνση στα Οικονομικά/Χρηματοοικονομικά/Διοίκηση Επιχειρήσεων.</li>
<li>Καλή γνώση της Αγγλικής Γλώσσας.</li>
<li>Καλή χρήση Η/Υ (ικανότητα χειρισμού εφαρμογών MS Office).</li>
<li>Δυνατότητα απασχόλησης σε απογευματινές και βραδινές βάρδιες.</li>
<li>Εργασιακή εμπειρία σε συναφές αντικείμενο επιθυμητή (όχι απαραίτητη).</li>
<li>Πελατοκεντρική αντίληψη και προσέγγιση.</li>
<li>Πολύ καλές επικοινωνιακές ικανότητες (άνεση και ευγένεια στην επικοινωνία).</li>
<li>Πνεύμα ομαδικότητας και συνεργασίας.</li>
</ul>
Benefits
<ul>
<li>Ανταγωνιστικό πακέτο αποδοχών.</li>
<li>Ευχάριστο και σύγχρονο περιβάλλον εργασίας.</li>
<li>Δυνατότητες εξέλιξης σε χρηματοοικονομικό οργανισμό.</li>
<li>Παροχή εξοπλισμού.</li>
<li>Δυνατότητα Τηλεργασίας.</li>
</ul>

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