The Oregon Health Authority is modernizing and expanding their IT infrastructure and currently has a fantastic opportunity for a Fiscal Analyst with Budgeting experience to join an excellent team and work to advance their IT operations. What you will do: As an IT Fiscal Analyst, you will assist the IT Director of Business Operations and the IT Finance Manager by providing support for Office of Information Service fiscal activities and initiatives including budget analysis, monitoring and reporting, budget development and execution, ETS billing breakdown, legislative fiscal impact statement support, and coding and validation. What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are a Fiscal Analyst with Budgeting experience , don't delay, apply today!
MINIMUM QUALIFICATIONS:
A Bachelor's Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree (such as Public Policy, Political Science, Public Administration, Economics or other analytical or technical degree). OR; Three years of experience in management, policy or program analysis, or technical-level budgetary support activities. REQUESTED SKILLS:
Experience using financial and budget systems and tools.
Ability to organize and manage financial information.
Proficiency in Microsoft Office Products such as Word, Excel, Outlook and PowerPoint.
Ability to read, comprehend, and interpret complex rules, regulations, policies and procedures.
Excellent written and verbal communication and presentation skills.
Experience promoting a culturally competent and diverse work environment.
Sep 22, 2017
Full time
The Oregon Health Authority is modernizing and expanding their IT infrastructure and currently has a fantastic opportunity for a Fiscal Analyst with Budgeting experience to join an excellent team and work to advance their IT operations. What you will do: As an IT Fiscal Analyst, you will assist the IT Director of Business Operations and the IT Finance Manager by providing support for Office of Information Service fiscal activities and initiatives including budget analysis, monitoring and reporting, budget development and execution, ETS billing breakdown, legislative fiscal impact statement support, and coding and validation. What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are a Fiscal Analyst with Budgeting experience , don't delay, apply today!
MINIMUM QUALIFICATIONS:
A Bachelor's Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree (such as Public Policy, Political Science, Public Administration, Economics or other analytical or technical degree). OR; Three years of experience in management, policy or program analysis, or technical-level budgetary support activities. REQUESTED SKILLS:
Experience using financial and budget systems and tools.
Ability to organize and manage financial information.
Proficiency in Microsoft Office Products such as Word, Excel, Outlook and PowerPoint.
Ability to read, comprehend, and interpret complex rules, regulations, policies and procedures.
Excellent written and verbal communication and presentation skills.
Experience promoting a culturally competent and diverse work environment.
Please apply on the Bank of America Careers Webpage: http://careers.bankofamerica.com/job-detail/17058494/united-states/us/bilingual-spanish-and-english-senior-telephone-sales-associate
Hi there, I ’m Sebastian, a Senior Telephone Sales Associate here at Bank of America.
Our clients are at the heart of everything we do. As a Senior Telephone Sales Associate, I represent the bank, but I also work to find the best products and services for the person on the other end of the line.
As part of the Preferred Sales line of business, my main responsibility is to act as the primary inbound contact for our deposit or credit card clients. I listen, educate, answer detailed questions, and sell —all to help our clients achieve their financial goals. I ’m responsible for sales, operations, quality, and client experience. It’s a lot of responsibility, but I’m up for the challenge. And I don’t do it alone: I work together with various business partners to deliver world-class service from a world-class team. The best part of my job is being in an exciting and high-energy environment.
My team collaborates in the office and in the community. Together, we do a lot of volunteering and neighborhood clean-up, which is supported by the company. In fact, Bank of America has invested $1 billion to help build thriving communities and develop community-minded high school students. They support us too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Senior Telephone Sales Associate, I know I ’m doing something important. I ’m making an impact on our clients as well as my own career.
If Sales with Bank of America sounds like your next challenge, please apply. And good luck!
Minimum skills
You …
Have sales experience, which can include cross-selling, upselling, and referrals for products and services
Are an influencer, but you are also a listener
Possess strong organization and communication skills
Have an ability to multi-task and work best as part of a team
Have a strong ability to engage and build rapport with customers (begin a conversation, build rapport, and handle objections)
Are comfortable with receiving ongoing performance feedback and coaching
Are comfortable with learning new technologies and processes
Have at least intermediate-level computer skills
Are fluent (reading, writing, speaking) in English and Spanish
Desired skills
Experience working in a call center
Experience in the banking/financial services industry
Previous telephone sales experience
Minimum qualifications
One year of sales experience, which can include cross-selling, upselling, and referrals for products and services
Weekly Schedule : Multiple shifts available
Sep 19, 2017
Full time
Please apply on the Bank of America Careers Webpage: http://careers.bankofamerica.com/job-detail/17058494/united-states/us/bilingual-spanish-and-english-senior-telephone-sales-associate
Hi there, I ’m Sebastian, a Senior Telephone Sales Associate here at Bank of America.
Our clients are at the heart of everything we do. As a Senior Telephone Sales Associate, I represent the bank, but I also work to find the best products and services for the person on the other end of the line.
As part of the Preferred Sales line of business, my main responsibility is to act as the primary inbound contact for our deposit or credit card clients. I listen, educate, answer detailed questions, and sell —all to help our clients achieve their financial goals. I ’m responsible for sales, operations, quality, and client experience. It’s a lot of responsibility, but I’m up for the challenge. And I don’t do it alone: I work together with various business partners to deliver world-class service from a world-class team. The best part of my job is being in an exciting and high-energy environment.
My team collaborates in the office and in the community. Together, we do a lot of volunteering and neighborhood clean-up, which is supported by the company. In fact, Bank of America has invested $1 billion to help build thriving communities and develop community-minded high school students. They support us too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Senior Telephone Sales Associate, I know I ’m doing something important. I ’m making an impact on our clients as well as my own career.
If Sales with Bank of America sounds like your next challenge, please apply. And good luck!
Minimum skills
You …
Have sales experience, which can include cross-selling, upselling, and referrals for products and services
Are an influencer, but you are also a listener
Possess strong organization and communication skills
Have an ability to multi-task and work best as part of a team
Have a strong ability to engage and build rapport with customers (begin a conversation, build rapport, and handle objections)
Are comfortable with receiving ongoing performance feedback and coaching
Are comfortable with learning new technologies and processes
Have at least intermediate-level computer skills
Are fluent (reading, writing, speaking) in English and Spanish
Desired skills
Experience working in a call center
Experience in the banking/financial services industry
Previous telephone sales experience
Minimum qualifications
One year of sales experience, which can include cross-selling, upselling, and referrals for products and services
Weekly Schedule : Multiple shifts available
Please apply on the Bank of America Careers Webpage: http://careers.bankofamerica.com/job-detail/17058401/united-states/us/bilingual-spanish-and-english-senior-telephone-sales-associate
Hi there, I’m Sebastian, a Senior Telephone Sales Associate here at Bank of America.
Our clients are at the heart of everything we do. As a Senior Telephone Sales Associate, I represent the bank, but I also work to find the best products and services for the person on the other end of the line.
As part of the Preferred Sales line of business, my main responsibility is to act as the primary inbound contact for our deposit or credit card clients. I listen, educate, answer detailed questions, and sell—all to help our clients achieve their financial goals. I’m responsible for sales, operations, quality, and client experience. It’s a lot of responsibility, but I’m up for the challenge. And I don’t do it alone: I work together with various business partners to deliver world-class service from a world-class team. The best part of my job is being in an exciting and high-energy environment.
My team collaborates in the office and in the community. Together, we do a lot of volunteering and neighborhood clean-up, which is supported by the company. In fact, Bank of America has invested $1 billion to help build thriving communities and develop community-minded high school students. They support us too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Senior Telephone Sales Associate, I know I’m doing something important. I’m making an impact on our clients as well as my own career.
If Sales with Bank of America sounds like your next challenge, please apply. And good luck!
Minimum skills
You…
Are fluent (reading, writing, speaking) in English & Spanish
Have sales experience, which can include cross-selling, upselling, and referrals for products and services
Are an influencer, but you are also a listener
Possess strong organization and communication skills
Have an ability to multi-task and work best as part of a team
Have a strong ability to engage and build rapport with customers (begin a conversation, build rapport, and handle objections)
Are comfortable with receiving ongoing performance feedback and coaching
Are comfortable with learning new technologies and processes
Have at least intermediate-level computer skills
Desired skills
Experience working in a call center
Experience in the banking/financial services industry
Previous telephone sales experience
Minimum qualifications
One year of sales experience, which can include cross-selling, upselling, and referrals for products and services
Weekly Schedule : 1st and 2nd shifts available
Sep 19, 2017
Full time
Please apply on the Bank of America Careers Webpage: http://careers.bankofamerica.com/job-detail/17058401/united-states/us/bilingual-spanish-and-english-senior-telephone-sales-associate
Hi there, I’m Sebastian, a Senior Telephone Sales Associate here at Bank of America.
Our clients are at the heart of everything we do. As a Senior Telephone Sales Associate, I represent the bank, but I also work to find the best products and services for the person on the other end of the line.
As part of the Preferred Sales line of business, my main responsibility is to act as the primary inbound contact for our deposit or credit card clients. I listen, educate, answer detailed questions, and sell—all to help our clients achieve their financial goals. I’m responsible for sales, operations, quality, and client experience. It’s a lot of responsibility, but I’m up for the challenge. And I don’t do it alone: I work together with various business partners to deliver world-class service from a world-class team. The best part of my job is being in an exciting and high-energy environment.
My team collaborates in the office and in the community. Together, we do a lot of volunteering and neighborhood clean-up, which is supported by the company. In fact, Bank of America has invested $1 billion to help build thriving communities and develop community-minded high school students. They support us too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Senior Telephone Sales Associate, I know I’m doing something important. I’m making an impact on our clients as well as my own career.
If Sales with Bank of America sounds like your next challenge, please apply. And good luck!
Minimum skills
You…
Are fluent (reading, writing, speaking) in English & Spanish
Have sales experience, which can include cross-selling, upselling, and referrals for products and services
Are an influencer, but you are also a listener
Possess strong organization and communication skills
Have an ability to multi-task and work best as part of a team
Have a strong ability to engage and build rapport with customers (begin a conversation, build rapport, and handle objections)
Are comfortable with receiving ongoing performance feedback and coaching
Are comfortable with learning new technologies and processes
Have at least intermediate-level computer skills
Desired skills
Experience working in a call center
Experience in the banking/financial services industry
Previous telephone sales experience
Minimum qualifications
One year of sales experience, which can include cross-selling, upselling, and referrals for products and services
Weekly Schedule : 1st and 2nd shifts available
Please apply on the Bank of America Careers Webpage: http://careers.bankofamerica.com/job-detail/17058384/united-states/us/bilingual-spanish-and-english-video-client-services-specialist-i
Video Client Services Specialists I are responsible for processing customer transactions received via ATM with Teller Assist (ATA) accurately and efficiently in a fast-paced environment in accordance with established policies and procedures. Specialists create a connection with customers to provide outstanding, personalized service through building customer loyalty courtesy and friendliness, including addressing each customer by name. Must accurately and efficiently process transactions such as customer deposits and cashing checks. Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalates to manager as appropriate. Use computerized systems for customer authentication, information gathering/validation and processing business as usual, as well as exception transactions. Must have good communication skills in a face to face customer environment and be comfortable being on camera at all times. Specialist must act as Bank of America's face to the customer and consistently seek to delight our customers. May be required to identify customers' financial needs, goals and objectives and recommend Bank of America products or solutions. Contribute to a positive team environment in a contact center through 360-degree coaching. May be required to work weekends and/or evening hours and regular, reliable attendance is critical.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Are Fluent ( reading, writing, speaking ) in English and Spanish.
Desired s kills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Weekly Schedule : Multiple shifts available
Sep 19, 2017
Full time
Please apply on the Bank of America Careers Webpage: http://careers.bankofamerica.com/job-detail/17058384/united-states/us/bilingual-spanish-and-english-video-client-services-specialist-i
Video Client Services Specialists I are responsible for processing customer transactions received via ATM with Teller Assist (ATA) accurately and efficiently in a fast-paced environment in accordance with established policies and procedures. Specialists create a connection with customers to provide outstanding, personalized service through building customer loyalty courtesy and friendliness, including addressing each customer by name. Must accurately and efficiently process transactions such as customer deposits and cashing checks. Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalates to manager as appropriate. Use computerized systems for customer authentication, information gathering/validation and processing business as usual, as well as exception transactions. Must have good communication skills in a face to face customer environment and be comfortable being on camera at all times. Specialist must act as Bank of America's face to the customer and consistently seek to delight our customers. May be required to identify customers' financial needs, goals and objectives and recommend Bank of America products or solutions. Contribute to a positive team environment in a contact center through 360-degree coaching. May be required to work weekends and/or evening hours and regular, reliable attendance is critical.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Are Fluent ( reading, writing, speaking ) in English and Spanish.
Desired s kills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Weekly Schedule : Multiple shifts available
Please apply on the Bank of America Careers Webpage: http://careers.bankofamerica.com/job-detail/17058425/united-states/us/bilingual-spanish-and-english-senior-client-services-representative
As a Bank of America Senior Client Services Representative , the employee will be responsible for providing a seamless delivery of problem resolution to our customers who encounter complex technical online issues with online banking, mobile banking and text banking for deposit and card products. The employee will be required to deliver and maintain a commitment to high service excellence utilizing relationship-building and problem-resolution skills, handle escalated and challenging calls, achieve monthly efficiency objectives, and maintain high call quality standards. The employees' time will be spent on the phone with our customers researching, troubleshooting and resolving service inquiries. In addition to taking direct calls from our customers, our employees also receive escalated calls from a variety of internal bank employees. The employee will be required to quickly read frequent updates and learning material, often while on the call, and must be able to implement immediately into calls with accuracy.
Required skills:
Must have knowledge with troubleshooting mobile devices and internet browsers
Minimum one year customer service experience.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Strong critical-thinking, logic and problem-solving skills along with strong reading and comprehension skills.
Effective communication skills in working with diverse customers.
Detail-oriented and adaptable to change while receiving regular feedback.
Comfortable in a fast-paced work environment while continuously learning on the job.
Dependable, results-driven and achievement-focused.
Technical aptitude with strong ability to multi-task.
Are fluent (reading, writing, speaking) in English & Spanish.
Desired skills:
One year call center or financial center experience.
Financial or banking acumen.
Experience with escalated or complex situations.
Weekly Schedule : Multiple shifts available
Sep 19, 2017
Full time
Please apply on the Bank of America Careers Webpage: http://careers.bankofamerica.com/job-detail/17058425/united-states/us/bilingual-spanish-and-english-senior-client-services-representative
As a Bank of America Senior Client Services Representative , the employee will be responsible for providing a seamless delivery of problem resolution to our customers who encounter complex technical online issues with online banking, mobile banking and text banking for deposit and card products. The employee will be required to deliver and maintain a commitment to high service excellence utilizing relationship-building and problem-resolution skills, handle escalated and challenging calls, achieve monthly efficiency objectives, and maintain high call quality standards. The employees' time will be spent on the phone with our customers researching, troubleshooting and resolving service inquiries. In addition to taking direct calls from our customers, our employees also receive escalated calls from a variety of internal bank employees. The employee will be required to quickly read frequent updates and learning material, often while on the call, and must be able to implement immediately into calls with accuracy.
Required skills:
Must have knowledge with troubleshooting mobile devices and internet browsers
Minimum one year customer service experience.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Strong critical-thinking, logic and problem-solving skills along with strong reading and comprehension skills.
Effective communication skills in working with diverse customers.
Detail-oriented and adaptable to change while receiving regular feedback.
Comfortable in a fast-paced work environment while continuously learning on the job.
Dependable, results-driven and achievement-focused.
Technical aptitude with strong ability to multi-task.
Are fluent (reading, writing, speaking) in English & Spanish.
Desired skills:
One year call center or financial center experience.
Financial or banking acumen.
Experience with escalated or complex situations.
Weekly Schedule : Multiple shifts available
Please apply on the Bank of America Careers Webpage: http://careers.bankofamerica.com/job-detail/17061496/united-states/us/client-services-representative-i-bilingual-english-and-spanish
Accountable for the successful resolution of all customer requests through seamless delivery of service and/or fulfillment requests by answering calls, chats or emails in a contact center environment. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks. Will handle routine account related transactions while delivering a great client experience. Works in a fast paced environment that requires accuracy, use of logic skills while multi-tasking, toggling between multiple systems and clearly communicating resolutions in an efficient manner. May be required to provide professional written responses using proper spelling and grammar. Requires knowledge of multiple Bank products. Involves referring customers to the appropriate line of business for products not supported, through a variety of communications channels. Must successfully navigate the organization to resolve customer requests. Ensures all actions are resolved in compliance with industry regulations and bank procedures, integrity levels of the departments system and financial controls. Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds. Will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. Minimum 1 year of contact center or equivalent customer service experience.
Required skills:
Are fluent (reading, writing, speaking) in English & Spanish.
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
1+ years of experience working with customers.
1+ years of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
At least an intermediate ability in computer skills. Ability to navigate multiple computer systems while interacting with the customer.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
1-2 years of experience in the Banking/Financial industry.
1-3 years of experience working in a call center.
1-3 years of experience working in customer relations.
1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Shift : 2nd shift
Sep 19, 2017
Full time
Please apply on the Bank of America Careers Webpage: http://careers.bankofamerica.com/job-detail/17061496/united-states/us/client-services-representative-i-bilingual-english-and-spanish
Accountable for the successful resolution of all customer requests through seamless delivery of service and/or fulfillment requests by answering calls, chats or emails in a contact center environment. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks. Will handle routine account related transactions while delivering a great client experience. Works in a fast paced environment that requires accuracy, use of logic skills while multi-tasking, toggling between multiple systems and clearly communicating resolutions in an efficient manner. May be required to provide professional written responses using proper spelling and grammar. Requires knowledge of multiple Bank products. Involves referring customers to the appropriate line of business for products not supported, through a variety of communications channels. Must successfully navigate the organization to resolve customer requests. Ensures all actions are resolved in compliance with industry regulations and bank procedures, integrity levels of the departments system and financial controls. Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds. Will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. Minimum 1 year of contact center or equivalent customer service experience.
Required skills:
Are fluent (reading, writing, speaking) in English & Spanish.
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
1+ years of experience working with customers.
1+ years of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
At least an intermediate ability in computer skills. Ability to navigate multiple computer systems while interacting with the customer.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
1-2 years of experience in the Banking/Financial industry.
1-3 years of experience working in a call center.
1-3 years of experience working in customer relations.
1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Shift : 2nd shift
As a Client Services Representative II employee you will provide customer solutions by providing seamless delivery of service and/or fulfillment requests by answering calls in a contact center environment. You must possess the ability to clearly communicate solutions to complex card inquiries for Small Business customers. You will be required to master multiple products and possess the ability to retain customer relationships. Employees will perform routine account related transactions which may involve referring customers to the appropriate line of business for products not supported by customer service contact centers. The employees may also be required to solve problems and investigate/resolve a wide variety of inquires and requests that include gathering additional information, setting expectations and working with other departments to fulfill the request. In addition, the employee may handle escalated inquiries by partnering with other teammates to resolve customer requests. Employees will also route, maintain and track outstanding servicing requests which will require thorough follow up. Employees are accountable for the successful resolution of all customer requests. The employee will receive ongoing performance coaching that must be incorporated into future customer interactions. The employee will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Fluent (reading, writing, speaking) in both Spanish & English.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Weekly Schedule : Multiple shifts available
Sep 19, 2017
Full time
As a Client Services Representative II employee you will provide customer solutions by providing seamless delivery of service and/or fulfillment requests by answering calls in a contact center environment. You must possess the ability to clearly communicate solutions to complex card inquiries for Small Business customers. You will be required to master multiple products and possess the ability to retain customer relationships. Employees will perform routine account related transactions which may involve referring customers to the appropriate line of business for products not supported by customer service contact centers. The employees may also be required to solve problems and investigate/resolve a wide variety of inquires and requests that include gathering additional information, setting expectations and working with other departments to fulfill the request. In addition, the employee may handle escalated inquiries by partnering with other teammates to resolve customer requests. Employees will also route, maintain and track outstanding servicing requests which will require thorough follow up. Employees are accountable for the successful resolution of all customer requests. The employee will receive ongoing performance coaching that must be incorporated into future customer interactions. The employee will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Fluent (reading, writing, speaking) in both Spanish & English.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Weekly Schedule : Multiple shifts available
Video Client Services Specialists I are responsible for processing customer transactions received via ATM with Teller Assist (ATA) accurately and efficiently in a fast-paced environment in accordance with established policies and procedures. Specialists create a connection with customers to provide outstanding, personalized service through building customer loyalty courtesy and friendliness, including addressing each customer by name. Must accurately and efficiently process transactions such as customer deposits and cashing checks. Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalates to manager as appropriate. Use computerized systems for customer authentication, information gathering/validation and processing business as usual, as well as exception transactions. Must have good communication skills in a face to face customer environment and be comfortable being on camera at all times. Specialist must act as Bank of America's face to the customer and consistently seek to delight our customers. May be required to identify customers' financial needs, goals and objectives and recommend Bank of America products or solutions. Contribute to a positive team environment in a contact center through 360-degree coaching. May be required to work weekends and/or evening hours and regular, reliable attendance is critical.
Required skills:
Are fluent (reading, writing, speaking) in English & Spanish
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Weekly Schedule : 1st and 2nd shift available
Sep 19, 2017
Full time
Video Client Services Specialists I are responsible for processing customer transactions received via ATM with Teller Assist (ATA) accurately and efficiently in a fast-paced environment in accordance with established policies and procedures. Specialists create a connection with customers to provide outstanding, personalized service through building customer loyalty courtesy and friendliness, including addressing each customer by name. Must accurately and efficiently process transactions such as customer deposits and cashing checks. Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalates to manager as appropriate. Use computerized systems for customer authentication, information gathering/validation and processing business as usual, as well as exception transactions. Must have good communication skills in a face to face customer environment and be comfortable being on camera at all times. Specialist must act as Bank of America's face to the customer and consistently seek to delight our customers. May be required to identify customers' financial needs, goals and objectives and recommend Bank of America products or solutions. Contribute to a positive team environment in a contact center through 360-degree coaching. May be required to work weekends and/or evening hours and regular, reliable attendance is critical.
Required skills:
Are fluent (reading, writing, speaking) in English & Spanish
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Weekly Schedule : 1st and 2nd shift available
As a Client Services Representative II employee you will provide customer solutions by providing seamless delivery of service and/or fulfillment requests by answering calls in a contact center environment. You must possess the ability to clearly communicate solutions to complex card inquiries for Small Business customers. You will be required to master multiple products and possess the ability to retain customer relationships. Employees will perform routine account related transactions which may involve referring customers to the appropriate line of business for products not supported by customer service contact centers. The employees may also be required to solve problems and investigate/resolve a wide variety of inquires and requests that include gathering additional information, setting expectations and working with other departments to fulfill the request. In addition, the employee may handle escalated inquiries by partnering with other teammates to resolve customer requests. Employees will also route, maintain and track outstanding servicing requests which will require thorough follow up. Employees are accountable for the successful resolution of all customer requests. The employee will receive ongoing performance coaching that must be incorporated into future customer interactions. The employee will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Are fluent (reading, writing, speaking) in English & Spanish.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Shift: 1st shift Weekly Schedule : Multiple shifts available
Sep 19, 2017
Full time
As a Client Services Representative II employee you will provide customer solutions by providing seamless delivery of service and/or fulfillment requests by answering calls in a contact center environment. You must possess the ability to clearly communicate solutions to complex card inquiries for Small Business customers. You will be required to master multiple products and possess the ability to retain customer relationships. Employees will perform routine account related transactions which may involve referring customers to the appropriate line of business for products not supported by customer service contact centers. The employees may also be required to solve problems and investigate/resolve a wide variety of inquires and requests that include gathering additional information, setting expectations and working with other departments to fulfill the request. In addition, the employee may handle escalated inquiries by partnering with other teammates to resolve customer requests. Employees will also route, maintain and track outstanding servicing requests which will require thorough follow up. Employees are accountable for the successful resolution of all customer requests. The employee will receive ongoing performance coaching that must be incorporated into future customer interactions. The employee will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Are fluent (reading, writing, speaking) in English & Spanish.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Shift: 1st shift Weekly Schedule : Multiple shifts available
We are seeking to hire Bilingual, Customer Service Specialists for our Brea, CA contact center.
Bank of America, 275 S. Valencia Ave, Brea, CA 92823 | Wednesday, September 20, 2017, 12:00 Noon – 2:00 PM
REGISTRATION IS REQUIRED. To register, please visit our career website at www.bankofamerica.com/careers and reference the requisition number in the search jobs field. Follow instructions to submit an application and complete the required online assessment. Once submitted, please email Angela Green at agreen18@bankofamerica.com to confirm your registration.
17048230 - Customer Service Specialist I, Bilingual, English & Spanish http://careers.bankofamerica.com/job-detail/17048230/united-states/us/customer-service-specialist-i-bilingual-english-and-Spanish
Qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Are fluent (reading, writing, speaking) in English & Spanish
This event will run from 12:00 Noon – 2:00 PM PST. Attire is business-banking professional. Please bring several copies of your resume. Come prepared to interview as hiring managers and key decision makers will be there.
Thank you for your interest in Bank of America! Gracias por su interes en Bank of America!
Sep 14, 2017
Full time
We are seeking to hire Bilingual, Customer Service Specialists for our Brea, CA contact center.
Bank of America, 275 S. Valencia Ave, Brea, CA 92823 | Wednesday, September 20, 2017, 12:00 Noon – 2:00 PM
REGISTRATION IS REQUIRED. To register, please visit our career website at www.bankofamerica.com/careers and reference the requisition number in the search jobs field. Follow instructions to submit an application and complete the required online assessment. Once submitted, please email Angela Green at agreen18@bankofamerica.com to confirm your registration.
17048230 - Customer Service Specialist I, Bilingual, English & Spanish http://careers.bankofamerica.com/job-detail/17048230/united-states/us/customer-service-specialist-i-bilingual-english-and-Spanish
Qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Are fluent (reading, writing, speaking) in English & Spanish
This event will run from 12:00 Noon – 2:00 PM PST. Attire is business-banking professional. Please bring several copies of your resume. Come prepared to interview as hiring managers and key decision makers will be there.
Thank you for your interest in Bank of America! Gracias por su interes en Bank of America!
Hi there, I’m Sierra, a Preferred Sales Senior Specialist here at Bank of America.
Our clients are at the heart of everything we do. As a Preferred Sales Senior Specialist, I represent the bank, but I also work to find the best products and services for the person on the other end of the line.
As part of the Preferred Sales line of business, my main responsibility is to act as the primary inbound contact for our most valuable consumer clients. I answer detailed questions about their current products and services, while focusing on resolving any current or future problems for our clients. I also educate our clients about additional value added products and services and have opportunity to introduce them to specialists in other areas of our bank. I focus on making these connections to help our clients achieve their financial goals. I also get to meet clients in a face-to-face setting within the financial center setting. The best part of my job is being in an exciting and high-energy environment.
My team is driven and fun, whether we’re in the office or in our community. We do a lot of volunteer work and care deeply about social issues—like partnering with (RED) to help end AIDS in Africa. The company supports us every step of the way. They have our backs with benefits too: parental leave, tuition reimbursement, career development and more.
As a Preferred Sales Senior Specialist, I know I’m doing something important. I’m making an impact on our clients as well as my own career.
If Sales with Bank of America sounds like your next challenge, please apply. And good luck!
Key skills
You…
Have sales experience which can include cross-selling, upselling, and referrals for products and services
Are an influencer, but you are also a listener
Possess strong organization and communication skills
Have at least intermediate-level computer
Have an ability to multi-task and work best as part of a team
Have problem solving skills
Have a strong ability to engage and build rapport with customers (begin a conversation, build rapport, and handle objections)
Are comfortable with receiving ongoing performance feedback and coaching
Are comfortable with learning new technologies and processes
Are fluent (reading, writing, speaking) in English and Spanish
Desired skills
Experience working in a call center
Experience in the banking/financial services industry
Knowledge of banking (credit and deposit) products and services desired
Experience in telephone sales experience
Minimum qualifications
Two years of sales experience, which can include cross-selling, upselling, and referrals for products and services
Sep 07, 2017
Full time
Hi there, I’m Sierra, a Preferred Sales Senior Specialist here at Bank of America.
Our clients are at the heart of everything we do. As a Preferred Sales Senior Specialist, I represent the bank, but I also work to find the best products and services for the person on the other end of the line.
As part of the Preferred Sales line of business, my main responsibility is to act as the primary inbound contact for our most valuable consumer clients. I answer detailed questions about their current products and services, while focusing on resolving any current or future problems for our clients. I also educate our clients about additional value added products and services and have opportunity to introduce them to specialists in other areas of our bank. I focus on making these connections to help our clients achieve their financial goals. I also get to meet clients in a face-to-face setting within the financial center setting. The best part of my job is being in an exciting and high-energy environment.
My team is driven and fun, whether we’re in the office or in our community. We do a lot of volunteer work and care deeply about social issues—like partnering with (RED) to help end AIDS in Africa. The company supports us every step of the way. They have our backs with benefits too: parental leave, tuition reimbursement, career development and more.
As a Preferred Sales Senior Specialist, I know I’m doing something important. I’m making an impact on our clients as well as my own career.
If Sales with Bank of America sounds like your next challenge, please apply. And good luck!
Key skills
You…
Have sales experience which can include cross-selling, upselling, and referrals for products and services
Are an influencer, but you are also a listener
Possess strong organization and communication skills
Have at least intermediate-level computer
Have an ability to multi-task and work best as part of a team
Have problem solving skills
Have a strong ability to engage and build rapport with customers (begin a conversation, build rapport, and handle objections)
Are comfortable with receiving ongoing performance feedback and coaching
Are comfortable with learning new technologies and processes
Are fluent (reading, writing, speaking) in English and Spanish
Desired skills
Experience working in a call center
Experience in the banking/financial services industry
Knowledge of banking (credit and deposit) products and services desired
Experience in telephone sales experience
Minimum qualifications
Two years of sales experience, which can include cross-selling, upselling, and referrals for products and services
We are seeking to hire Senior Customer Service Specialist, National Service & Solutions, Bilingual, English & Spanish for our Phoenix, AZ contact center.
The National Service & Solutions (NS&S) ECOE is a contact center that supports banking center policy and procedure questions, research problem resolution, direct customer calls, escalated contacts from the Customer Service Contact Centers and calls from other lines of business within the bank.
REGISTRATION IS REQUIRED. To register, please visit our career website at www.bankofamerica.com/careers and reference the requisition number in the search jobs field. Follow instructions to submit an application and complete the required online assessment. Once submitted, please email Kutwana Roman at kutwana.roman@bankofamerica.com to confirm your registration.
17058180 - Senior Customer Service Specialist, National Service & Solutions, Bilingual, English & Spanish
This event will run from 4:00 PM – 7:00 PM. Attire is business-banking professional. Please bring several copies of your resume. Come prepared to interview as hiring managers and key decision makers will be there.
Gracias por su interes en Bank of America!
Aug 28, 2017
Full time
We are seeking to hire Senior Customer Service Specialist, National Service & Solutions, Bilingual, English & Spanish for our Phoenix, AZ contact center.
The National Service & Solutions (NS&S) ECOE is a contact center that supports banking center policy and procedure questions, research problem resolution, direct customer calls, escalated contacts from the Customer Service Contact Centers and calls from other lines of business within the bank.
REGISTRATION IS REQUIRED. To register, please visit our career website at www.bankofamerica.com/careers and reference the requisition number in the search jobs field. Follow instructions to submit an application and complete the required online assessment. Once submitted, please email Kutwana Roman at kutwana.roman@bankofamerica.com to confirm your registration.
17058180 - Senior Customer Service Specialist, National Service & Solutions, Bilingual, English & Spanish
This event will run from 4:00 PM – 7:00 PM. Attire is business-banking professional. Please bring several copies of your resume. Come prepared to interview as hiring managers and key decision makers will be there.
Gracias por su interes en Bank of America!
RoundPoint Mortgage Servicing Corp.
Dallas, TX, United States
Position Overview:
The Loan Concierge is responsible for all customer contact throughout the new loan processing, underwriting and settlement process.
Working Relationships:
The Loan Concierge reports to Loan Concierge Supervisor and must develop strong working relationships with customers, key process stakeholders and co-workers.
Key Tasks and Responsibilities:
Building and fostering a rapport with the customer.
Provide customers with clear and detailed loan status updates and next steps throughout the Loan Processing, Underwriting and settlement processes.
Communicate with customers clearly and professionally via telephone, email.
Obtain documentation from the customer and other parties to complete the loan application or fulfill Loan Underwriter conditions.
Review and analyze customer credit and financial supporting documentation. Such documentation includes, but is not limited to: credit reports, fraud report, paystubs, benefit award letters, personal and business tax returns and asset statements.
Review both property and loan collateral documents. Such documents includes, but is not limited to: property valuation and title reports, original Note and/or Deed of Trust/mortgage.
Understand FNMA, FHLMC, FHA, VA and USDA loan program requirements.
Have an excellent understanding of applicable Fair Lending, TRID and other Federal and State laws and regulations and applicable required notices.
Will not negotiate any loan term(s) with a customer and/or third party.
May be assigned other related duties, as needed.
Incumbent will be responsible for meeting RoundPoint’s commitment to quality work and compliance.
Minimum Requirements:
Bachelor’s degree preferred.
Fluently speak English/Spanish
3 -5 years’ experience new mortgage origination a plus.
Mortgage Call Center experience preferred.
Strong analytical skills
Ability to think outside the box
Problem solving skills
Proficiency in Microsoft Word, Excel and Outlook
Ellie Mae Encompass experience preferred
Strong sense of urgency about solving problems, meeting challenging deadlines, and achieving goals
Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job:
The employee is regularly required to talk or hear.
The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
The employee must regularly use hands to finger, handle, or feel objects and is regularly required to reach with hands and arms; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.
The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.
Aug 15, 2017
Full time
Position Overview:
The Loan Concierge is responsible for all customer contact throughout the new loan processing, underwriting and settlement process.
Working Relationships:
The Loan Concierge reports to Loan Concierge Supervisor and must develop strong working relationships with customers, key process stakeholders and co-workers.
Key Tasks and Responsibilities:
Building and fostering a rapport with the customer.
Provide customers with clear and detailed loan status updates and next steps throughout the Loan Processing, Underwriting and settlement processes.
Communicate with customers clearly and professionally via telephone, email.
Obtain documentation from the customer and other parties to complete the loan application or fulfill Loan Underwriter conditions.
Review and analyze customer credit and financial supporting documentation. Such documentation includes, but is not limited to: credit reports, fraud report, paystubs, benefit award letters, personal and business tax returns and asset statements.
Review both property and loan collateral documents. Such documents includes, but is not limited to: property valuation and title reports, original Note and/or Deed of Trust/mortgage.
Understand FNMA, FHLMC, FHA, VA and USDA loan program requirements.
Have an excellent understanding of applicable Fair Lending, TRID and other Federal and State laws and regulations and applicable required notices.
Will not negotiate any loan term(s) with a customer and/or third party.
May be assigned other related duties, as needed.
Incumbent will be responsible for meeting RoundPoint’s commitment to quality work and compliance.
Minimum Requirements:
Bachelor’s degree preferred.
Fluently speak English/Spanish
3 -5 years’ experience new mortgage origination a plus.
Mortgage Call Center experience preferred.
Strong analytical skills
Ability to think outside the box
Problem solving skills
Proficiency in Microsoft Word, Excel and Outlook
Ellie Mae Encompass experience preferred
Strong sense of urgency about solving problems, meeting challenging deadlines, and achieving goals
Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job:
The employee is regularly required to talk or hear.
The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
The employee must regularly use hands to finger, handle, or feel objects and is regularly required to reach with hands and arms; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.
The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.
PeopleTec is currently seeking a Senior Financial Analyst to support our Huntsville, AL location.
Candidate will develop, gather and organize space and missile defense program related information; will analyze and format information developed and used to track and evaluate technology programs. This position requires an analyst with the necessary skills to support and assist in the financial management activities to include the following. Using the General Fund Enterprise Business System (GFEBS) and other financial databases such as the Knowledge Management Support Tools (KMST) for preparation and review of financial reports along with tracking and analysis of financial execution/obligations. Participate in program reviews such as the HQDA, Assistant Secretary of the Army (Acquisition, Logistics and Technology) (ASA[ALT]) - Deputy Assistant Secretary for Research and Technology (ODASA[R&T]) Mid-Year Review submission. Provide analyses and budget plans to the Program Manager including monthly program reports, taskers, and information such as- quarterly spend plans, quarterly disbursement plans, fiscal year budget allocations, GFEBS status of funds (SOFs) spreadsheets, labor reporting, government purchase card transaction reports, monthly submissions to the Planning, Budget, Execution Committee (PBEC), monthly execution submission to ASA(ALT) on science and technology (S&T) funding, input to the Program Objective Memorandum (POM) submission, input to the annual Science and Technology Objective (STO) submission. Provide assistance in coordinating and developing unfunded requirement (UFR) information papers, and monitor and track travel funding by utilizing the Defense Travel System (DTS) reporting tool for transactions and balances. Manage, monitor, and analyze manpower by submitting Manual Time Tracking Spreadsheets (MTTs), submitting KB15N variance spreadsheets, and by managing data collected from GFEBS and the Defense Civilian Pay System (DCPS) in a tracking spreadsheet. Preparing financial execution/obligation documents in GFEBS for approval according to approved processes to include- Outbound Military Interdepartmental Purchase Requests (MIPR) PRs, Standard Procurement System (SPS) PRs (which interface directly with the contracting application Procurement Desktop-Defense (PD2) utilized by the Army Contracting Command (ACC)), Access Online (AXOL) 2 way single PRs (which interface directly with the Access Online US Bank system in support of the Government Purchase Card program), Direct Charge transactions (which are utilized when both the requesting and performing agencies are Army Commands using GFEBS), and Technical directions/other relevant acceptance memorandums. Developing, coordinating, and staffing agreements such as Support Agreements (DD 1144), Memoranda of Understanding (MOU), and Memoranda of Agreement (MOA) needed in the funds/resource receipt and execution processes.
Required Skills :
Minimum 16+ years of direct related experience with DoD financial and budget
Experience in GFEBS and other financial databases such as the KMST for preparation and review of financial reports along with tracking and analysis of financial execution/obligations.
Ability to work in a fast-paced environment
Ability to work in a team environment
Must be a dependable self-starter and have good communication (both written and oral) and interpersonal skills
Candidate must be proficient in Microsoft Office Outlook, Word, PowerPoint, and Excel
Must be a U.S. Citizen
A U.S. Secret clearance is required to perform this work. Candidates are required to have a minimum of a Secret clearance upon hire, and the ability to maintain this clearance level during their employment.
Educational Requirements :
Completed Bachelor's Degree in related field.
Desired Skills :
Experience in DoD program/project management, contracts, purchasing, resource management (finance/budget/accounting) desired.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/579237-145621
May 23, 2017
Full time
PeopleTec is currently seeking a Senior Financial Analyst to support our Huntsville, AL location.
Candidate will develop, gather and organize space and missile defense program related information; will analyze and format information developed and used to track and evaluate technology programs. This position requires an analyst with the necessary skills to support and assist in the financial management activities to include the following. Using the General Fund Enterprise Business System (GFEBS) and other financial databases such as the Knowledge Management Support Tools (KMST) for preparation and review of financial reports along with tracking and analysis of financial execution/obligations. Participate in program reviews such as the HQDA, Assistant Secretary of the Army (Acquisition, Logistics and Technology) (ASA[ALT]) - Deputy Assistant Secretary for Research and Technology (ODASA[R&T]) Mid-Year Review submission. Provide analyses and budget plans to the Program Manager including monthly program reports, taskers, and information such as- quarterly spend plans, quarterly disbursement plans, fiscal year budget allocations, GFEBS status of funds (SOFs) spreadsheets, labor reporting, government purchase card transaction reports, monthly submissions to the Planning, Budget, Execution Committee (PBEC), monthly execution submission to ASA(ALT) on science and technology (S&T) funding, input to the Program Objective Memorandum (POM) submission, input to the annual Science and Technology Objective (STO) submission. Provide assistance in coordinating and developing unfunded requirement (UFR) information papers, and monitor and track travel funding by utilizing the Defense Travel System (DTS) reporting tool for transactions and balances. Manage, monitor, and analyze manpower by submitting Manual Time Tracking Spreadsheets (MTTs), submitting KB15N variance spreadsheets, and by managing data collected from GFEBS and the Defense Civilian Pay System (DCPS) in a tracking spreadsheet. Preparing financial execution/obligation documents in GFEBS for approval according to approved processes to include- Outbound Military Interdepartmental Purchase Requests (MIPR) PRs, Standard Procurement System (SPS) PRs (which interface directly with the contracting application Procurement Desktop-Defense (PD2) utilized by the Army Contracting Command (ACC)), Access Online (AXOL) 2 way single PRs (which interface directly with the Access Online US Bank system in support of the Government Purchase Card program), Direct Charge transactions (which are utilized when both the requesting and performing agencies are Army Commands using GFEBS), and Technical directions/other relevant acceptance memorandums. Developing, coordinating, and staffing agreements such as Support Agreements (DD 1144), Memoranda of Understanding (MOU), and Memoranda of Agreement (MOA) needed in the funds/resource receipt and execution processes.
Required Skills :
Minimum 16+ years of direct related experience with DoD financial and budget
Experience in GFEBS and other financial databases such as the KMST for preparation and review of financial reports along with tracking and analysis of financial execution/obligations.
Ability to work in a fast-paced environment
Ability to work in a team environment
Must be a dependable self-starter and have good communication (both written and oral) and interpersonal skills
Candidate must be proficient in Microsoft Office Outlook, Word, PowerPoint, and Excel
Must be a U.S. Citizen
A U.S. Secret clearance is required to perform this work. Candidates are required to have a minimum of a Secret clearance upon hire, and the ability to maintain this clearance level during their employment.
Educational Requirements :
Completed Bachelor's Degree in related field.
Desired Skills :
Experience in DoD program/project management, contracts, purchasing, resource management (finance/budget/accounting) desired.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/579237-145621
The Council of State Governments (CSG) Justice Center seeks to improve public safety and strengthen communities by following a practical, nonpartisan, and consensus-driven approach informed by available evidence and promising practices. As part of the national Council of State Governments, the Justice Center works closely with legislative leaders, judges, prosecutors, defense attorneys, victim advocates, and others to develop consensus on various, often highly politicized, criminal justice issues and to translate this consensus into comprehensive reports, policy briefs, state and federal legislation, model policies, and innovative programs.
The CSG Justice Center not only develops written and web-based materials, but also provides on-the-ground technical assistance to policymakers and practitioners from multiple systems (corrections, mental health, housing, etc.), in state and local jurisdictions .
Posting: Finance Associate
Job Title: Finance Associate
FLSA Status: Exempt
Department: Justice Center, Finance, Operations & Government Affairs
Type of Position: Full-time, Regular
Reports To: Division Director, Finance, Operations & Government Affairs
Location: New York, NY
Reporting to This Position: N/A
JOB SUMMARY
The Finance Associate will be responsible for accounts payables while ensuring financial compliance with new and existing guidelines as set forth by generally accepted accounting principles (GAAP), the Office of Management and Budget (OMB), the Department of Justice, and multiple funding sources, as applicable. He or she will work in partnership with other Finance, Operations & Government Affairs personnel to ensure that rules and regulations, as set forth by grantors, are adhered to, and that responses to funding source audit inquiries are successfully completed.
The Finance Associate will assist the Finance Manager with the data collection necessary to calculate indirect cost recovery, office expenditures and allocations, and timesheet allocations. He or she will assist with: posting the operating and programmatic budgets to the general ledger, budget reconciliation and distribution, monitoring program expenditures, and conducting variance analysis. He or she will prepare and post journal entries to correct discrepancies.
Additionally, the Finance Associate will implement new systems for managing reports, and will communicate financial information to Justice Center staff. He or she will prepare special reports as necessary, distribute reports accordingly, and maintain financial and grant award files. He or she will works with all members of the finance team to strengthen internal communications and systems and controls.
This position offers a considerable level of responsibility and opportunity for an individual who wants to establish a career in finance and/or accounting.
ESSENTIAL DUTIES & RESPONSIBILITIES
Specific responsibilities of the Finance Associate include, but are not limited to, the following:
Process accounts payable such as travel reimbursements and general invoices;
Scan and save all invoices in their respective folders;
Update invoice tracking report as invoices are paid on a weekly basis;
Update consultant tracking report and corporate card activity as necessary;
Ensure that timesheets are submitted in a timely manner;
Review all timesheets for errors, and advise staff on changes to be made before submission;
Monitor expenditures, ensuring that actuals are in line with their respective budgets and in compliance with federal regulations and foundation guidelines;
Actively participate with monthly, quarterly, and annual financial closings;
Reconcile all general ledger accounts on a weekly basis;
Maintain and update encumbrances monthly in both electronic folders and in the general ledger;
Research and resolve all audit inquiries from both internal and external sources under the guidance of the Finance Manager;
Create and/or customize special ad-hoc financial reports for division/program directors on a monthly basis;
Close out grants/projects as their respective periods come to an end;
Keep all directors and program managers informed of their respective financial activities;
Brief Finance Manager on any financial discrepancies or issues that may arise from time to time;
Prepare all required journal entries for Finance Manager's review;
Maintain internal controls and recommend adjustments when necessary;
Update internal MIS system with ending balances, and archive closed accounts as necessary;
Process TransitChek invoices and update the payroll sheet report;
Prepare post-grant report for meetings over $20K;
Monitor timelines, budgets, and deliverables to ensure that responsibilities to funders are met;
Actively participate in staff discussions and strategic financial planning meetings;
Contribute to the evolution of CSG Justice Center's Financial Edge database;
Bill agencies, i.e., organizations that contract specific Justice Center staff to provide professional services, and follow up on outstanding reimbursements.
SKILLS & ABILITIES
Skilled with spreadsheets and pivot tables;
Working knowledge of financial accounting software systems;
Working knowledge of how to prepare and interpret income statements and balance sheets;
An analytical mind and strong oral communication and writing skills, including the ability to effectively distill and present complex information in a concise way;
Excellent interpersonal skills, maturity, and ability to work independently and in a team setting, with a sense of humor;
Detail-oriented with an efficient, organized work style and an ability to prioritize quickly and confidently under multiple deadlines.
EXPERIENCE REQUIREMENTS
A minimum of two years of accounting and/or financial analysis experience or a combination of both, preferably in the not-for-profit industry;
A minimum of two years of financial accounting software systems experience, preferably with The Financial Edge.
EDUCATION REQUIREMENTS
A Bachelor's degree in accounting or finance (required) and a graduate degree (preferred).
PHYSICAL REQUIREMENTS ESSENTIAL TO PERFORM THE DUTIES OF THE JOB
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Frequently communicates with internal and external coworkers and customers.
Frequently operates a computer to create policy briefs, memos, and presentations.
Frequently remains in a stationary position to perform desk duties.
Frequently works in a well lit, tempered room.
Occasionally moves throughout the office to communicate to coworkers.
Seldom transports objects, such as files or paper boxes, with weight up to 25 pounds.
APPLICATION INSTRUCTIONS
Interested individuals should upload the following elements (in pdf format) to http://csg.applicantpro.com .
Cover letter
Resume
Two writing samples (preferable no more than three pages)
Names and contact information for references (at least three)
Incomplete applications will not be considered.
CSG is an Equal Opportunity Employer (Females/Minorities/Veterans/Disabled)
CSG participates in E-Verify
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/573224-25476
May 12, 2017
Full time
The Council of State Governments (CSG) Justice Center seeks to improve public safety and strengthen communities by following a practical, nonpartisan, and consensus-driven approach informed by available evidence and promising practices. As part of the national Council of State Governments, the Justice Center works closely with legislative leaders, judges, prosecutors, defense attorneys, victim advocates, and others to develop consensus on various, often highly politicized, criminal justice issues and to translate this consensus into comprehensive reports, policy briefs, state and federal legislation, model policies, and innovative programs.
The CSG Justice Center not only develops written and web-based materials, but also provides on-the-ground technical assistance to policymakers and practitioners from multiple systems (corrections, mental health, housing, etc.), in state and local jurisdictions .
Posting: Finance Associate
Job Title: Finance Associate
FLSA Status: Exempt
Department: Justice Center, Finance, Operations & Government Affairs
Type of Position: Full-time, Regular
Reports To: Division Director, Finance, Operations & Government Affairs
Location: New York, NY
Reporting to This Position: N/A
JOB SUMMARY
The Finance Associate will be responsible for accounts payables while ensuring financial compliance with new and existing guidelines as set forth by generally accepted accounting principles (GAAP), the Office of Management and Budget (OMB), the Department of Justice, and multiple funding sources, as applicable. He or she will work in partnership with other Finance, Operations & Government Affairs personnel to ensure that rules and regulations, as set forth by grantors, are adhered to, and that responses to funding source audit inquiries are successfully completed.
The Finance Associate will assist the Finance Manager with the data collection necessary to calculate indirect cost recovery, office expenditures and allocations, and timesheet allocations. He or she will assist with: posting the operating and programmatic budgets to the general ledger, budget reconciliation and distribution, monitoring program expenditures, and conducting variance analysis. He or she will prepare and post journal entries to correct discrepancies.
Additionally, the Finance Associate will implement new systems for managing reports, and will communicate financial information to Justice Center staff. He or she will prepare special reports as necessary, distribute reports accordingly, and maintain financial and grant award files. He or she will works with all members of the finance team to strengthen internal communications and systems and controls.
This position offers a considerable level of responsibility and opportunity for an individual who wants to establish a career in finance and/or accounting.
ESSENTIAL DUTIES & RESPONSIBILITIES
Specific responsibilities of the Finance Associate include, but are not limited to, the following:
Process accounts payable such as travel reimbursements and general invoices;
Scan and save all invoices in their respective folders;
Update invoice tracking report as invoices are paid on a weekly basis;
Update consultant tracking report and corporate card activity as necessary;
Ensure that timesheets are submitted in a timely manner;
Review all timesheets for errors, and advise staff on changes to be made before submission;
Monitor expenditures, ensuring that actuals are in line with their respective budgets and in compliance with federal regulations and foundation guidelines;
Actively participate with monthly, quarterly, and annual financial closings;
Reconcile all general ledger accounts on a weekly basis;
Maintain and update encumbrances monthly in both electronic folders and in the general ledger;
Research and resolve all audit inquiries from both internal and external sources under the guidance of the Finance Manager;
Create and/or customize special ad-hoc financial reports for division/program directors on a monthly basis;
Close out grants/projects as their respective periods come to an end;
Keep all directors and program managers informed of their respective financial activities;
Brief Finance Manager on any financial discrepancies or issues that may arise from time to time;
Prepare all required journal entries for Finance Manager's review;
Maintain internal controls and recommend adjustments when necessary;
Update internal MIS system with ending balances, and archive closed accounts as necessary;
Process TransitChek invoices and update the payroll sheet report;
Prepare post-grant report for meetings over $20K;
Monitor timelines, budgets, and deliverables to ensure that responsibilities to funders are met;
Actively participate in staff discussions and strategic financial planning meetings;
Contribute to the evolution of CSG Justice Center's Financial Edge database;
Bill agencies, i.e., organizations that contract specific Justice Center staff to provide professional services, and follow up on outstanding reimbursements.
SKILLS & ABILITIES
Skilled with spreadsheets and pivot tables;
Working knowledge of financial accounting software systems;
Working knowledge of how to prepare and interpret income statements and balance sheets;
An analytical mind and strong oral communication and writing skills, including the ability to effectively distill and present complex information in a concise way;
Excellent interpersonal skills, maturity, and ability to work independently and in a team setting, with a sense of humor;
Detail-oriented with an efficient, organized work style and an ability to prioritize quickly and confidently under multiple deadlines.
EXPERIENCE REQUIREMENTS
A minimum of two years of accounting and/or financial analysis experience or a combination of both, preferably in the not-for-profit industry;
A minimum of two years of financial accounting software systems experience, preferably with The Financial Edge.
EDUCATION REQUIREMENTS
A Bachelor's degree in accounting or finance (required) and a graduate degree (preferred).
PHYSICAL REQUIREMENTS ESSENTIAL TO PERFORM THE DUTIES OF THE JOB
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Frequently communicates with internal and external coworkers and customers.
Frequently operates a computer to create policy briefs, memos, and presentations.
Frequently remains in a stationary position to perform desk duties.
Frequently works in a well lit, tempered room.
Occasionally moves throughout the office to communicate to coworkers.
Seldom transports objects, such as files or paper boxes, with weight up to 25 pounds.
APPLICATION INSTRUCTIONS
Interested individuals should upload the following elements (in pdf format) to http://csg.applicantpro.com .
Cover letter
Resume
Two writing samples (preferable no more than three pages)
Names and contact information for references (at least three)
Incomplete applications will not be considered.
CSG is an Equal Opportunity Employer (Females/Minorities/Veterans/Disabled)
CSG participates in E-Verify
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/573224-25476
Warbird Consulting Partners, LLC
Atlanta, GA, United States
Warbird is seeking a hands-on Interim Physician Practice Business Analyst to assist a Medical Group in the Southeast.
Warbird engages talent and expertise across all of our practice areas and assembles experienced teams to solve a wide range of complex, pressing accounting and finance issues. Our consultants typically have 15-25 years plus of industry experience and know firsthand the daily challenges our clients encounter. We fit our consultants' skills to the needs of our clients to ensure a successful experience for all. If you're ready to take on the challenge, then let us help you advance your career in consulting!
This job also prepares financial and business related analyses and research on business performance. Prepares forecasts and analyzes trends in finance and general business conditions and other related areas. Utilizing PC and/or network based systems and software; compiles and prepares reports, graphs and charts of data developed. Assists in the development of business policies, conducts special financial and business related studies and cooperates with other departments in the preparation of analyses. Knows and applies fundamental concepts, practices and procedures related to departmental operations.
Responsibilities:
Gathers and organizes information by observing, receiving and otherwise obtaining information from all relevant sources.
Analyzes data by identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
Provides effective information to supervisors and peers by telephone, in written form, e-mail or in person.
Processes information by compiling, categorizing, calculating, tabulating, auditing or verifying data.
Interprets, translates and communicates data into meaningful informatics.
Provides consultation and advice to others.
Evaluates information to determine compliance with standards.
Education: Bachelor's degree required
Experience: No formal experience required but 2-5 years' experience in health care preferred
Special Training: Microsoft Office Specialist Core Certification in Access, Excel, PowerPoint and Word, preferred
This is a South Carolina based opportunity and local candidates will be given priority. This can be a temp to perm option.
E-Verify - Warbird participates in the Electronic Employment Eligibility Verification Program . Warbird is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, disability, veteran status, genetic data, religion or other legally protected status.
Apply Here PI97817594
May 11, 2017
Contractor
Warbird is seeking a hands-on Interim Physician Practice Business Analyst to assist a Medical Group in the Southeast.
Warbird engages talent and expertise across all of our practice areas and assembles experienced teams to solve a wide range of complex, pressing accounting and finance issues. Our consultants typically have 15-25 years plus of industry experience and know firsthand the daily challenges our clients encounter. We fit our consultants' skills to the needs of our clients to ensure a successful experience for all. If you're ready to take on the challenge, then let us help you advance your career in consulting!
This job also prepares financial and business related analyses and research on business performance. Prepares forecasts and analyzes trends in finance and general business conditions and other related areas. Utilizing PC and/or network based systems and software; compiles and prepares reports, graphs and charts of data developed. Assists in the development of business policies, conducts special financial and business related studies and cooperates with other departments in the preparation of analyses. Knows and applies fundamental concepts, practices and procedures related to departmental operations.
Responsibilities:
Gathers and organizes information by observing, receiving and otherwise obtaining information from all relevant sources.
Analyzes data by identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
Provides effective information to supervisors and peers by telephone, in written form, e-mail or in person.
Processes information by compiling, categorizing, calculating, tabulating, auditing or verifying data.
Interprets, translates and communicates data into meaningful informatics.
Provides consultation and advice to others.
Evaluates information to determine compliance with standards.
Education: Bachelor's degree required
Experience: No formal experience required but 2-5 years' experience in health care preferred
Special Training: Microsoft Office Specialist Core Certification in Access, Excel, PowerPoint and Word, preferred
This is a South Carolina based opportunity and local candidates will be given priority. This can be a temp to perm option.
E-Verify - Warbird participates in the Electronic Employment Eligibility Verification Program . Warbird is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, disability, veteran status, genetic data, religion or other legally protected status.
Apply Here PI97817594
Role Purpose
Develop and expand long-term relationships with assigned clients in the North America Insurance sector and their global locations.
Grow revenues derived from Capital Financing [DCM, Credit & Lending, Acquisition Finance, Asset Finance, M&A, ECM] Global Markets (Credit Sales, Cash Equities, Interest Rate & Equity Derivatives, FX), Transaction Services – Cash & Liquidity Management, Securities & Trust Services and Global Trade & Receivables Finance, and investment management solutions through HSBC Asset Management.
Successfully defend and service existing business in addition to originating new value added transactions for assigned clients.
Uptier access and dialogue to key decision makers at Treasurer/CFO/CEO/CIO/COO level.
Responsible for credit risks for client portfolio and ensuring all KYC / required documentation is completed before accounts are opened, trading commences, lending agreements are effective and are maintained accurately.
Deliver innovative solutions to client’s needs across all product lines, gaining significant ancillary business and above hurdle RoRWA returns for the Group.
Responsibilities
Develop “Trusted Advisor” and “First Call” relationships for event-driven transactions and strategic solutions.
Coordinate origination and execution of activities across the platform including Capital Financing / Global Markets / Transaction Services / Asset Management products.
Contribute to building HSBC’s Insurance coverage franchise and reputation in the market place.
Drive results against client plans for revenue generation, franchise transactions, alignment with product partners and customer satisfaction.
Adhere to strict risk guidelines for lending and market exposure and ensure that we are comfortable with credit quality & RoRWA returns.
On a monthly basis, analyze client revenues / returns and review portfolio for any material changes in concentration risk.
Increase HSBC’s share of client wallet by providing content-driven ideas and solutions which can differentiate HSBC from the competition.
Follow agreed-upon objectives for personal performance with direct line manager.
Involve HSBC senior management in key client pitches to emphasize alignment with HSBC’s strategy to build business.
Manage and mentor junior resources on team where required.
Observation of Internal Controls
Understand, follow and demonstrate compliance with all relevant HSBC internal and external rules, regulations and procedures that apply to business conduct specifically Internal Controls and Compliance policies.
Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
Qualifications
Track record of managing clients and new business origination skills.
Strong rolodex of senior client contacts in insurance sector
In-depth knowledge of insurance sub-sectors: life, P&C, reinsurance, brokers and healthcare. Including analysis of GAAP / Statutory financial statements, company valuations, capital structure / regulatory requirements, debt / FSR ratings, funding / capital markets and investments.
Knowledge of Credit and LoC agreements, ISDA / CSA documentation, MRA / TRS structures.
Product expertise in Global Markets [FX, Rates, Equity Derivatives, DCM, ECM, Loan Markets] and transaction services [custody, cash management and trust]
Proven ability to win mandates across a full range of products.
Ability to manage a portfolio of clients on a global basis.
Well organized with an analytical approach to problem solving.
Able to cope well under pressure and meet tight deadlines.
Strong understanding of risk management and risk mitigation.
Master’s Degree in Finance, Math, Business Administration or related field plus 10+ years of experience at a global financial services company.
FINRA Series 79, 63 and 7 licenses.
Apr 17, 2017
Full time
Role Purpose
Develop and expand long-term relationships with assigned clients in the North America Insurance sector and their global locations.
Grow revenues derived from Capital Financing [DCM, Credit & Lending, Acquisition Finance, Asset Finance, M&A, ECM] Global Markets (Credit Sales, Cash Equities, Interest Rate & Equity Derivatives, FX), Transaction Services – Cash & Liquidity Management, Securities & Trust Services and Global Trade & Receivables Finance, and investment management solutions through HSBC Asset Management.
Successfully defend and service existing business in addition to originating new value added transactions for assigned clients.
Uptier access and dialogue to key decision makers at Treasurer/CFO/CEO/CIO/COO level.
Responsible for credit risks for client portfolio and ensuring all KYC / required documentation is completed before accounts are opened, trading commences, lending agreements are effective and are maintained accurately.
Deliver innovative solutions to client’s needs across all product lines, gaining significant ancillary business and above hurdle RoRWA returns for the Group.
Responsibilities
Develop “Trusted Advisor” and “First Call” relationships for event-driven transactions and strategic solutions.
Coordinate origination and execution of activities across the platform including Capital Financing / Global Markets / Transaction Services / Asset Management products.
Contribute to building HSBC’s Insurance coverage franchise and reputation in the market place.
Drive results against client plans for revenue generation, franchise transactions, alignment with product partners and customer satisfaction.
Adhere to strict risk guidelines for lending and market exposure and ensure that we are comfortable with credit quality & RoRWA returns.
On a monthly basis, analyze client revenues / returns and review portfolio for any material changes in concentration risk.
Increase HSBC’s share of client wallet by providing content-driven ideas and solutions which can differentiate HSBC from the competition.
Follow agreed-upon objectives for personal performance with direct line manager.
Involve HSBC senior management in key client pitches to emphasize alignment with HSBC’s strategy to build business.
Manage and mentor junior resources on team where required.
Observation of Internal Controls
Understand, follow and demonstrate compliance with all relevant HSBC internal and external rules, regulations and procedures that apply to business conduct specifically Internal Controls and Compliance policies.
Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
Qualifications
Track record of managing clients and new business origination skills.
Strong rolodex of senior client contacts in insurance sector
In-depth knowledge of insurance sub-sectors: life, P&C, reinsurance, brokers and healthcare. Including analysis of GAAP / Statutory financial statements, company valuations, capital structure / regulatory requirements, debt / FSR ratings, funding / capital markets and investments.
Knowledge of Credit and LoC agreements, ISDA / CSA documentation, MRA / TRS structures.
Product expertise in Global Markets [FX, Rates, Equity Derivatives, DCM, ECM, Loan Markets] and transaction services [custody, cash management and trust]
Proven ability to win mandates across a full range of products.
Ability to manage a portfolio of clients on a global basis.
Well organized with an analytical approach to problem solving.
Able to cope well under pressure and meet tight deadlines.
Strong understanding of risk management and risk mitigation.
Master’s Degree in Finance, Math, Business Administration or related field plus 10+ years of experience at a global financial services company.
FINRA Series 79, 63 and 7 licenses.
Ensures compliance of the HSS (HSBC Security Services) Americas business with all applicable laws and industry regulations by providing compliance support, advice, and guidance to the business. Provides compliance functional oversight and guidance to the non-US HSS Local Compliance Officers (specifically Brazil, Mexico and Argentina) and relevant Heads of Global Banking and Markets Compliance in relation to HSS Compliance matters. Acts as the key Compliance point-of-contact for the Regional Business Head of HSS Americas.
Works with the business to identify, evaluate, and mitigate compliance risk. Discharges the Compliance Officer accountabilities by pro-actively assisting management in identifying and containing compliance risk, monitoring, reporting and certification, fostering a compliance culture and optimizing relations with regulators. Implements and maintains the compliance program that addresses regulations applicable to the HSS Americas business.
Impact on the Business
- Maintains external awareness of research trends, information, and techniques related to the management of compliance risk and communicates this information to the business and throughout the Compliance function.
- Advises the business on US regulatory matters in liaison with other Compliance colleagues.
- Performs an advisory, monitoring, and educational role to support management in their efforts to achieve compliance with government and self-regulatory organization rules and regulations, as well as with Group and HNAH policies.
- Provides leadership and guidance in execution of the Annual Compliance Plan, as articulated in the Compliance Functional Instruction Manual (FIM).
- Provides advice and direction to business, including new business and product initiatives and activities, and response to customer complaints.
- Reviews new vendor relationships for assigned area, as well as provide ongoing risk assessment reviews.
- Assesses and analyzes internal processes and apply analytical techniques to formulate, describe, communicate, coordinate, and oversee implementation of change.
- Oversees the identification and reporting of all significant regulatory compliance breaches or gaps.
- Represents Compliance function as a member of various business and governance committees.
Customers / Stakeholders
- Fosters a positive culture of compliance by working proactively with the business, BRCM, internal controls functions and other Compliance professionals to ensure that best practices and systems are in place to facilitate the growth of the HSS Americas business and the overall success of HSBC in accordance with applicable laws, rules, regulations and internal policy.
- Liaises with business managers, BRCMs, and internal control functions in the U.S. to support first line of defense efforts and responsibilities.
- Advises business on the development of action plans to implement new or changed regulatory requirements.
- Advises second and third lines of defense of dates of inspections by local regulators and provide them with reports received.
- Ensures appropriate compliance training is provided to the business.
- Works with Compliance Training & Outreach Office to coordinate outreach and training to lines of business/corporate functions about Compliance procedures, regulatory and technical/procedural updates, while reinforcing HSBC's vision to be "Connected to customers, communities, regulators and each other" (e.g., HSS Americas MANCOM).
- Advises business on the development of compliance-related performance objectives and compensation plans for business unit employees.
Leadership & Teamwork
- Leads and develops an effective team through communication, performance management, development plans, and reward/recognition practices while contributing to initiatives in support of the Company’s Diversity programs.
- Provides project management support on compliance-related projects and initiatives to ensure they progress toward a common goal in alignment with agreed upon timelines.
- Builds relationships with individual country HSS business heads and offers them support and guidance as appropriate.
- Manages staff, directing day to day focus and responsibilities.
- Supervises, manages, and coaches the US CTLA LCO to ensure that appropriate compliance support is provided to the US CTLA business.
- Promotes an environment that supports diversity and reflects the HSBC brand.
Operational Effectiveness & Control
- Maintains awareness of major regulatory changes affecting assigned business(es); ensures appropriate communication and development of appropriate policy/procedure changes to remain compliant.
- Maintains a current knowledge of industry compliance initiatives pertaining to areas of responsibility and best practices.
- Works with colleagues in the Compliance function to ensure that the US HSS business is part of the enterprise-wide compliance program and follows a consistent approach win line with expectations of US regulators.
- Works with HSS AML LCO to ensure that AML matters are appropriately managed and relevant guidance is provided to the business.
- Coordinates regulatory matters, including examinations, inquiries and investigations.
- Oversees the identification and reporting of all significant regulatory compliance breaches or gaps; works with Legal and business management to design and implement changes to business policies and procedures, as appropriate.
- Manages/assists in drafting, editing, and maintaining written policies and procedures.
- Reviews and confirms the results of the Compliance Detailed Self Assessments (CDSAs) as well as Enterprise-wide Risk Assessments (ERAs), for respective business unit and Compliance.
- During country visits, completes detailed “assurance-based” reviews of the HSS Compliance function.
- Implements the Group compliance policy locally by managing compliance risk in liaison with the Global Head of Compliance, Global Compliance Officer, Area Compliance Officer or Local Compliance Officer, ensuring adequate compliance resources and training, fostering a compliance culture and optimizing relations with regulators.
- Completes other responsibilities, as assigned.
Major Challenges
- Maintains a compliant/high morale Compliance department in light of the challenging regulatory environment and corresponding demands on the personnel.
- Helps to ensure future business growth is attained in a responsible and conscientious fashion while the operation remains regulatory compliant and commercially sound.
- Under an increasingly and heavily regulated environment, ensures that the HSS Americas business line is compliant with all applicable laws, rules, and regulations.
- Operates effectively under the pressure of deadlines, constant regulatory oversight, and business unit performance.
- Shares ownership with business leadership team in the ongoing advancement of a positive compliance culture through cultural transformation.
- Maintains a strong communication link with LATAM compliance colleagues where English is not the first language.
- Builds out Securities Services-specific compliance knowledge within local Compliance teams and aligning the teams to a regional and global structure.
Role Context
- Conducts visits to each country / business on a rotational and risk-assessed basis. Typically, each country should be visited once every 18 months subject to any trigger events.
- Sets priorities and makes day-to-day decisions independently.
- Escalates matters to senior management as needed.
- Works well independently, with minimal direction.
- Demonstrates a thorough understanding of policies and procedures pertaining to the role. Aware of what constitutes an effective control environment.
- Communicates effectively and professionally, and conveys the key information needed to ensure compliance goals are met.
Management of Risk
- Ensures employees apply compliance, operational risk controls in accordance with HSBC and regulatory requirements, expectations, standards and policies; and optimizes relations with regulators by addressing any issues.
- Adheres to HNAH’s Statement of Business Principles and Code of Ethics.
Observation of Internal Controls
- Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators and reported through the Compliance Integrity Committee.
- Ensures HSS Americas is aligned to regulatory requirements, the Compliance FIM, HNAH’s Enterprise Compliance Policy and Program, the CRMP Manual, HNAH’s BSA/AML Policy, other Group policies and all related policies and procedures.
- Communicates control weaknesses to other group leaders and business management in accordance with issue escalation procedures.
Qualifications
- Minimum of 15 years operations, compliance and/or legal management experience, or equivalent, with proven and progressive financial services institution.
- Minimum of a Bachelor’s degree in business, related field or equivalent experience; Master’s degree and/or Juris Doctorate (JD) preferred.
- Well-developed managerial, communications, negotiation, analytical, organizational, project management and strategic and/or operational planning skills.
- Broad scope of knowledge of assigned businesses, including products, operations, systems, and organization and full understanding of all significant regulatory compliance requirements applicable to assigned business(es).
- Proven ability to accomplish high-level objectives in the context of annual business and compliance plans.
- Excellent interpersonal and communication skills (verbal and written).
- Proficiency with personal computers, pertinent mainframe systems, and software packages.
Assets:
- Prior experience with Corporate Trust and Custody Regulations in a global banking environment
EEO/AA/Minorities/Women/Disability/Veterans
Apr 07, 2017
Full time
Ensures compliance of the HSS (HSBC Security Services) Americas business with all applicable laws and industry regulations by providing compliance support, advice, and guidance to the business. Provides compliance functional oversight and guidance to the non-US HSS Local Compliance Officers (specifically Brazil, Mexico and Argentina) and relevant Heads of Global Banking and Markets Compliance in relation to HSS Compliance matters. Acts as the key Compliance point-of-contact for the Regional Business Head of HSS Americas.
Works with the business to identify, evaluate, and mitigate compliance risk. Discharges the Compliance Officer accountabilities by pro-actively assisting management in identifying and containing compliance risk, monitoring, reporting and certification, fostering a compliance culture and optimizing relations with regulators. Implements and maintains the compliance program that addresses regulations applicable to the HSS Americas business.
Impact on the Business
- Maintains external awareness of research trends, information, and techniques related to the management of compliance risk and communicates this information to the business and throughout the Compliance function.
- Advises the business on US regulatory matters in liaison with other Compliance colleagues.
- Performs an advisory, monitoring, and educational role to support management in their efforts to achieve compliance with government and self-regulatory organization rules and regulations, as well as with Group and HNAH policies.
- Provides leadership and guidance in execution of the Annual Compliance Plan, as articulated in the Compliance Functional Instruction Manual (FIM).
- Provides advice and direction to business, including new business and product initiatives and activities, and response to customer complaints.
- Reviews new vendor relationships for assigned area, as well as provide ongoing risk assessment reviews.
- Assesses and analyzes internal processes and apply analytical techniques to formulate, describe, communicate, coordinate, and oversee implementation of change.
- Oversees the identification and reporting of all significant regulatory compliance breaches or gaps.
- Represents Compliance function as a member of various business and governance committees.
Customers / Stakeholders
- Fosters a positive culture of compliance by working proactively with the business, BRCM, internal controls functions and other Compliance professionals to ensure that best practices and systems are in place to facilitate the growth of the HSS Americas business and the overall success of HSBC in accordance with applicable laws, rules, regulations and internal policy.
- Liaises with business managers, BRCMs, and internal control functions in the U.S. to support first line of defense efforts and responsibilities.
- Advises business on the development of action plans to implement new or changed regulatory requirements.
- Advises second and third lines of defense of dates of inspections by local regulators and provide them with reports received.
- Ensures appropriate compliance training is provided to the business.
- Works with Compliance Training & Outreach Office to coordinate outreach and training to lines of business/corporate functions about Compliance procedures, regulatory and technical/procedural updates, while reinforcing HSBC's vision to be "Connected to customers, communities, regulators and each other" (e.g., HSS Americas MANCOM).
- Advises business on the development of compliance-related performance objectives and compensation plans for business unit employees.
Leadership & Teamwork
- Leads and develops an effective team through communication, performance management, development plans, and reward/recognition practices while contributing to initiatives in support of the Company’s Diversity programs.
- Provides project management support on compliance-related projects and initiatives to ensure they progress toward a common goal in alignment with agreed upon timelines.
- Builds relationships with individual country HSS business heads and offers them support and guidance as appropriate.
- Manages staff, directing day to day focus and responsibilities.
- Supervises, manages, and coaches the US CTLA LCO to ensure that appropriate compliance support is provided to the US CTLA business.
- Promotes an environment that supports diversity and reflects the HSBC brand.
Operational Effectiveness & Control
- Maintains awareness of major regulatory changes affecting assigned business(es); ensures appropriate communication and development of appropriate policy/procedure changes to remain compliant.
- Maintains a current knowledge of industry compliance initiatives pertaining to areas of responsibility and best practices.
- Works with colleagues in the Compliance function to ensure that the US HSS business is part of the enterprise-wide compliance program and follows a consistent approach win line with expectations of US regulators.
- Works with HSS AML LCO to ensure that AML matters are appropriately managed and relevant guidance is provided to the business.
- Coordinates regulatory matters, including examinations, inquiries and investigations.
- Oversees the identification and reporting of all significant regulatory compliance breaches or gaps; works with Legal and business management to design and implement changes to business policies and procedures, as appropriate.
- Manages/assists in drafting, editing, and maintaining written policies and procedures.
- Reviews and confirms the results of the Compliance Detailed Self Assessments (CDSAs) as well as Enterprise-wide Risk Assessments (ERAs), for respective business unit and Compliance.
- During country visits, completes detailed “assurance-based” reviews of the HSS Compliance function.
- Implements the Group compliance policy locally by managing compliance risk in liaison with the Global Head of Compliance, Global Compliance Officer, Area Compliance Officer or Local Compliance Officer, ensuring adequate compliance resources and training, fostering a compliance culture and optimizing relations with regulators.
- Completes other responsibilities, as assigned.
Major Challenges
- Maintains a compliant/high morale Compliance department in light of the challenging regulatory environment and corresponding demands on the personnel.
- Helps to ensure future business growth is attained in a responsible and conscientious fashion while the operation remains regulatory compliant and commercially sound.
- Under an increasingly and heavily regulated environment, ensures that the HSS Americas business line is compliant with all applicable laws, rules, and regulations.
- Operates effectively under the pressure of deadlines, constant regulatory oversight, and business unit performance.
- Shares ownership with business leadership team in the ongoing advancement of a positive compliance culture through cultural transformation.
- Maintains a strong communication link with LATAM compliance colleagues where English is not the first language.
- Builds out Securities Services-specific compliance knowledge within local Compliance teams and aligning the teams to a regional and global structure.
Role Context
- Conducts visits to each country / business on a rotational and risk-assessed basis. Typically, each country should be visited once every 18 months subject to any trigger events.
- Sets priorities and makes day-to-day decisions independently.
- Escalates matters to senior management as needed.
- Works well independently, with minimal direction.
- Demonstrates a thorough understanding of policies and procedures pertaining to the role. Aware of what constitutes an effective control environment.
- Communicates effectively and professionally, and conveys the key information needed to ensure compliance goals are met.
Management of Risk
- Ensures employees apply compliance, operational risk controls in accordance with HSBC and regulatory requirements, expectations, standards and policies; and optimizes relations with regulators by addressing any issues.
- Adheres to HNAH’s Statement of Business Principles and Code of Ethics.
Observation of Internal Controls
- Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators and reported through the Compliance Integrity Committee.
- Ensures HSS Americas is aligned to regulatory requirements, the Compliance FIM, HNAH’s Enterprise Compliance Policy and Program, the CRMP Manual, HNAH’s BSA/AML Policy, other Group policies and all related policies and procedures.
- Communicates control weaknesses to other group leaders and business management in accordance with issue escalation procedures.
Qualifications
- Minimum of 15 years operations, compliance and/or legal management experience, or equivalent, with proven and progressive financial services institution.
- Minimum of a Bachelor’s degree in business, related field or equivalent experience; Master’s degree and/or Juris Doctorate (JD) preferred.
- Well-developed managerial, communications, negotiation, analytical, organizational, project management and strategic and/or operational planning skills.
- Broad scope of knowledge of assigned businesses, including products, operations, systems, and organization and full understanding of all significant regulatory compliance requirements applicable to assigned business(es).
- Proven ability to accomplish high-level objectives in the context of annual business and compliance plans.
- Excellent interpersonal and communication skills (verbal and written).
- Proficiency with personal computers, pertinent mainframe systems, and software packages.
Assets:
- Prior experience with Corporate Trust and Custody Regulations in a global banking environment
EEO/AA/Minorities/Women/Disability/Veterans
The purpose of this role is to oversee the Operational Risk Scenario Analysis program for HSBC North America Holdings Inc.(HNAH). The primary activities of this role include executing both CCAR and capital scenarios, ensuring the scenarios are embedded in business activities, identifying ways to align the PRA, CCAR and capital methodologies and ensuring linkage between other BAU risk initiative e.g., Risk ID, RCA etc.
Impact on the Business/Function
- Ensure robust scenario analysis that creates awareness and form key inputs into the CCAR/DFAST forecasts and capital calculation
- Contribute to the Operational Risk Capital and Stress Testing Methodology and ensure it meets Regulatory expectations
- Understand internal and external Global Operational Risk events and trends and ensures that are incorporated in the Scenarios where applicable
Customers / Stakeholders
- Liaise with Regions and Global Businesses and provides training so that they understand the role of scenario analysis and their contribution to the process
- Advises and challenges reporting and oversight teams to ensure that their activity is supporting the effective and consistent embedding of the Global Operational Risk.
Leadership & Teamwork
- Support achievement of the HSBC vision, Values, goals and culture in personal behaviour, actions and decision making.
- Provide technical leadership and support technical excellence by searching out external best practice, monitoring technical and professional developments, sharing knowledge and encouraging others to do the same in the best interests of HSBC and its customers.
- Encourage and enable constructive cross-country and cross-business teamwork by demonstrating collaboration and matrix management in action and challenging actions and behaviors that are not consistent with HSBC's diversity policy and/or the best interests of the business and its customers.
Operational Effectiveness & Control
- Manage the processes, infrastructure and resources needed to deliver agreed team plans and targets, identifying and implementing improvements and collaborating with colleagues to maximise end to end integration, effectiveness and efficiency.
- Maintain a robust and efficient control environment across operational risk to ensure good operational, financial and project management and compliance with HSBC policy and procedures, together with early identification and effective resolution or escalation of issues that arise.
- Lead the development, implementation and maintenance of a global management information, analysis and reporting framework that supports and informs timely and effective business management and decision making at all levels.
- Lead the implementation and oversight of operational risk policy and governance frameworks, procedures, practices and standards to ensure quality, effective risk management and regulatory compliance.
Management of Risk
The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation.
This will be achieved by consistently displaying the behaviours that form part of the HSBC Values and culture and adhering to HSBC risk policies and procedures, including notification and escalation of any concerns and taking required action in relation to points raised by audit and/or external regulators.
The jobholder is responsible for managing and mitigating operational risks in their day to day operations. In executing these responsibilities, the Group has adopted risk management and internal control structure referred to as the ‘Three Lines of Defence’. The jobholder should ensure they understand their position within the Three Lines of Defence, and act accordingly in line with operational risk policy, escalating in a timely manner where they are unsure of actions required.
Through the implementation the Global AML, Sanctions and ABC Policies, supporting Guidance, and Line of Business Procedures the jobholder will make informed decisions in accordance with the core principles of HSBC's Financial Crime Risk Appetite.
The following statement is only for roles with core responsibilities in Operational Risk Management (Risk Owner, Control Owner, Risk Steward, BRCM, and Operational Risk Function).
The jobholder has responsibility for overseeing and ensuring that Operational risks are managed in accordance with the Group Standards Manual, Risk FIM, & relevant guidelines & standards. The jobholder should comply with the detailed expectations and responsibilities for their core role in operational risk management through ensuring all actions take account of operational risks, and through using the Operational Risk Management Framework appropriately to manage those risks.
This will be achieved by:
- Continuously reassessing risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology.
- Ensuring all actions take account of the likelihood of operational risk occurring, addressing areas of concern in conjunction with Risk and relevant line colleagues, and also by ensuring that actions resulting from points raised by internal or external audits, and external regulators, are correctly implemented in a timely fashion.
Observation of Internal Controls
The jobholder will adhere to, and be able to demonstrate adherence to, internal controls and will implement the Group compliance policy by adhering to all relevant processes/procedures.
The term ‘compliance’ embraces all relevant financial services laws, rules and codes with which the business has to comply. This will be achieved by adherence to all relevant procedures, keeping appropriate records and, where appropriate, by the timely implementation of internal and external audit points, including issues raised by external regulators.
The following statement is only for roles with managerial or specific Compliance responsibilities.
The jobholder will implement measures to contain compliance risk across the business area. This will be achieved by liaising with Compliance department about business initiatives at the earliest opportunity. Also and when applicable, by ensuring adequate resources are in place and training is provided, fostering a compliance culture and optimizing relations with regulators.
Qualifications
- 8-10+ years of experience in Risk or Finance
- 2-5 years of Operational Risk experience
- MBA or graduate degree in Finance or Economics
- Financial Risk Manager Certificate preferred
- CCAR experience preferred
- Excellent written and oral communication skills
EEO/AA/Minorities/Women/Disability/Veterans
Apr 07, 2017
Full time
The purpose of this role is to oversee the Operational Risk Scenario Analysis program for HSBC North America Holdings Inc.(HNAH). The primary activities of this role include executing both CCAR and capital scenarios, ensuring the scenarios are embedded in business activities, identifying ways to align the PRA, CCAR and capital methodologies and ensuring linkage between other BAU risk initiative e.g., Risk ID, RCA etc.
Impact on the Business/Function
- Ensure robust scenario analysis that creates awareness and form key inputs into the CCAR/DFAST forecasts and capital calculation
- Contribute to the Operational Risk Capital and Stress Testing Methodology and ensure it meets Regulatory expectations
- Understand internal and external Global Operational Risk events and trends and ensures that are incorporated in the Scenarios where applicable
Customers / Stakeholders
- Liaise with Regions and Global Businesses and provides training so that they understand the role of scenario analysis and their contribution to the process
- Advises and challenges reporting and oversight teams to ensure that their activity is supporting the effective and consistent embedding of the Global Operational Risk.
Leadership & Teamwork
- Support achievement of the HSBC vision, Values, goals and culture in personal behaviour, actions and decision making.
- Provide technical leadership and support technical excellence by searching out external best practice, monitoring technical and professional developments, sharing knowledge and encouraging others to do the same in the best interests of HSBC and its customers.
- Encourage and enable constructive cross-country and cross-business teamwork by demonstrating collaboration and matrix management in action and challenging actions and behaviors that are not consistent with HSBC's diversity policy and/or the best interests of the business and its customers.
Operational Effectiveness & Control
- Manage the processes, infrastructure and resources needed to deliver agreed team plans and targets, identifying and implementing improvements and collaborating with colleagues to maximise end to end integration, effectiveness and efficiency.
- Maintain a robust and efficient control environment across operational risk to ensure good operational, financial and project management and compliance with HSBC policy and procedures, together with early identification and effective resolution or escalation of issues that arise.
- Lead the development, implementation and maintenance of a global management information, analysis and reporting framework that supports and informs timely and effective business management and decision making at all levels.
- Lead the implementation and oversight of operational risk policy and governance frameworks, procedures, practices and standards to ensure quality, effective risk management and regulatory compliance.
Management of Risk
The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation.
This will be achieved by consistently displaying the behaviours that form part of the HSBC Values and culture and adhering to HSBC risk policies and procedures, including notification and escalation of any concerns and taking required action in relation to points raised by audit and/or external regulators.
The jobholder is responsible for managing and mitigating operational risks in their day to day operations. In executing these responsibilities, the Group has adopted risk management and internal control structure referred to as the ‘Three Lines of Defence’. The jobholder should ensure they understand their position within the Three Lines of Defence, and act accordingly in line with operational risk policy, escalating in a timely manner where they are unsure of actions required.
Through the implementation the Global AML, Sanctions and ABC Policies, supporting Guidance, and Line of Business Procedures the jobholder will make informed decisions in accordance with the core principles of HSBC's Financial Crime Risk Appetite.
The following statement is only for roles with core responsibilities in Operational Risk Management (Risk Owner, Control Owner, Risk Steward, BRCM, and Operational Risk Function).
The jobholder has responsibility for overseeing and ensuring that Operational risks are managed in accordance with the Group Standards Manual, Risk FIM, & relevant guidelines & standards. The jobholder should comply with the detailed expectations and responsibilities for their core role in operational risk management through ensuring all actions take account of operational risks, and through using the Operational Risk Management Framework appropriately to manage those risks.
This will be achieved by:
- Continuously reassessing risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology.
- Ensuring all actions take account of the likelihood of operational risk occurring, addressing areas of concern in conjunction with Risk and relevant line colleagues, and also by ensuring that actions resulting from points raised by internal or external audits, and external regulators, are correctly implemented in a timely fashion.
Observation of Internal Controls
The jobholder will adhere to, and be able to demonstrate adherence to, internal controls and will implement the Group compliance policy by adhering to all relevant processes/procedures.
The term ‘compliance’ embraces all relevant financial services laws, rules and codes with which the business has to comply. This will be achieved by adherence to all relevant procedures, keeping appropriate records and, where appropriate, by the timely implementation of internal and external audit points, including issues raised by external regulators.
The following statement is only for roles with managerial or specific Compliance responsibilities.
The jobholder will implement measures to contain compliance risk across the business area. This will be achieved by liaising with Compliance department about business initiatives at the earliest opportunity. Also and when applicable, by ensuring adequate resources are in place and training is provided, fostering a compliance culture and optimizing relations with regulators.
Qualifications
- 8-10+ years of experience in Risk or Finance
- 2-5 years of Operational Risk experience
- MBA or graduate degree in Finance or Economics
- Financial Risk Manager Certificate preferred
- CCAR experience preferred
- Excellent written and oral communication skills
EEO/AA/Minorities/Women/Disability/Veterans
Role Purpose
Develop and expand long-term relationships with assigned clients in the North America Insurance sector and their global locations.
Grow revenues derived from Capital Financing [DCM, Credit & Lending, Acquisition Finance, Asset Finance, M&A, ECM] Global Markets (Credit Sales, Cash Equities, Interest Rate & Equity Derivatives, FX), Transaction Services – Cash & Liquidity Management, Securities & Trust Services and Global Trade & Receivables Finance, and investment management solutions through HSBC Asset Management.
Successfully defend and service existing business in addition to originating new value added transactions for assigned clients.
Uptier access and dialogue to key decision makers at Treasurer/CFO/CEO/CIO/COO level.
Responsible for credit risks for client portfolio and ensuring all KYC / required documentation is completed before accounts are opened, trading commences, lending agreements are effective and are maintained accurately.
Deliver innovative solutions to client’s needs across all product lines, gaining significant ancillary business and above hurdle RoRWA returns for the Group.
Responsibilities
Develop “Trusted Advisor” and “First Call” relationships for event-driven transactions and strategic solutions.
Coordinate origination and execution of activities across the platform including Capital Financing / Global Markets / Transaction Services / Asset Management products.
Contribute to building HSBC’s Insurance coverage franchise and reputation in the market place.
Drive results against client plans for revenue generation, franchise transactions, alignment with product partners and customer satisfaction.
Adhere to strict risk guidelines for lending and market exposure and ensure that we are comfortable with credit quality & RoRWA returns.
On a monthly basis, analyze client revenues / returns and review portfolio for any material changes in concentration risk.
Increase HSBC’s share of client wallet by providing content-driven ideas and solutions which can differentiate HSBC from the competition.
Follow agreed-upon objectives for personal performance with direct line manager.
Involve HSBC senior management in key client pitches to emphasize alignment with HSBC’s strategy to build business.
Manage and mentor junior resources on team where required.
Observation of Internal Controls
Understand, follow and demonstrate compliance with all relevant HSBC internal and external rules, regulations and procedures that apply to business conduct specifically Internal Controls and Compliance policies.
Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
Qualifications
Track record of managing clients and new business origination skills.
Strong rolodex of senior client contacts in insurance sector
In-depth knowledge of insurance sub-sectors: life, P&C, reinsurance, brokers and healthcare. Including analysis of GAAP / Statutory financial statements, company valuations, capital structure / regulatory requirements, debt / FSR ratings, funding / capital markets and investments.
Knowledge of Credit and LoC agreements, ISDA / CSA documentation, MRA / TRS structures.
Product expertise in Global Markets [FX, Rates, Equity Derivatives, DCM, ECM, Loan Markets] and transaction services [custody, cash management and trust]
Proven ability to win mandates across a full range of products.
Ability to manage a portfolio of clients on a global basis.
Well organized with an analytical approach to problem solving.
Able to cope well under pressure and meet tight deadlines.
Strong understanding of risk management and risk mitigation.
Master’s Degree in Finance, Math, Business Administration or related field plus 10+ years of experience at a global financial services company.
FINRA Series 79, 63 and 7 licenses.
Interpersonal/Personal Effectiveness
Strong team player and collaborative with colleagues across HSBC’s global platform
High level of integrity and act as a role model for all HSBC values and business principles.
Demonstrate a commitment to excellence and perform to the highest standards.
Take an active role in initiatives outside of own role; proactively seeking different assignments to accelerate learning.
Apr 07, 2017
Full time
Role Purpose
Develop and expand long-term relationships with assigned clients in the North America Insurance sector and their global locations.
Grow revenues derived from Capital Financing [DCM, Credit & Lending, Acquisition Finance, Asset Finance, M&A, ECM] Global Markets (Credit Sales, Cash Equities, Interest Rate & Equity Derivatives, FX), Transaction Services – Cash & Liquidity Management, Securities & Trust Services and Global Trade & Receivables Finance, and investment management solutions through HSBC Asset Management.
Successfully defend and service existing business in addition to originating new value added transactions for assigned clients.
Uptier access and dialogue to key decision makers at Treasurer/CFO/CEO/CIO/COO level.
Responsible for credit risks for client portfolio and ensuring all KYC / required documentation is completed before accounts are opened, trading commences, lending agreements are effective and are maintained accurately.
Deliver innovative solutions to client’s needs across all product lines, gaining significant ancillary business and above hurdle RoRWA returns for the Group.
Responsibilities
Develop “Trusted Advisor” and “First Call” relationships for event-driven transactions and strategic solutions.
Coordinate origination and execution of activities across the platform including Capital Financing / Global Markets / Transaction Services / Asset Management products.
Contribute to building HSBC’s Insurance coverage franchise and reputation in the market place.
Drive results against client plans for revenue generation, franchise transactions, alignment with product partners and customer satisfaction.
Adhere to strict risk guidelines for lending and market exposure and ensure that we are comfortable with credit quality & RoRWA returns.
On a monthly basis, analyze client revenues / returns and review portfolio for any material changes in concentration risk.
Increase HSBC’s share of client wallet by providing content-driven ideas and solutions which can differentiate HSBC from the competition.
Follow agreed-upon objectives for personal performance with direct line manager.
Involve HSBC senior management in key client pitches to emphasize alignment with HSBC’s strategy to build business.
Manage and mentor junior resources on team where required.
Observation of Internal Controls
Understand, follow and demonstrate compliance with all relevant HSBC internal and external rules, regulations and procedures that apply to business conduct specifically Internal Controls and Compliance policies.
Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
Qualifications
Track record of managing clients and new business origination skills.
Strong rolodex of senior client contacts in insurance sector
In-depth knowledge of insurance sub-sectors: life, P&C, reinsurance, brokers and healthcare. Including analysis of GAAP / Statutory financial statements, company valuations, capital structure / regulatory requirements, debt / FSR ratings, funding / capital markets and investments.
Knowledge of Credit and LoC agreements, ISDA / CSA documentation, MRA / TRS structures.
Product expertise in Global Markets [FX, Rates, Equity Derivatives, DCM, ECM, Loan Markets] and transaction services [custody, cash management and trust]
Proven ability to win mandates across a full range of products.
Ability to manage a portfolio of clients on a global basis.
Well organized with an analytical approach to problem solving.
Able to cope well under pressure and meet tight deadlines.
Strong understanding of risk management and risk mitigation.
Master’s Degree in Finance, Math, Business Administration or related field plus 10+ years of experience at a global financial services company.
FINRA Series 79, 63 and 7 licenses.
Interpersonal/Personal Effectiveness
Strong team player and collaborative with colleagues across HSBC’s global platform
High level of integrity and act as a role model for all HSBC values and business principles.
Demonstrate a commitment to excellence and perform to the highest standards.
Take an active role in initiatives outside of own role; proactively seeking different assignments to accelerate learning.
The Performance & Analysis Business Manager reports to the Head of NAM (North America) Business Management / U.S. CLM (Client Lifecycle Management) and will provide core support to the business through the development and maintenance of accurate business intelligence and management information through analysis of available information and information sourcing. Additionally, the employee will be responsible for creating visibility on efficiency opportunities. The job holder will lead the development and management of regionally consistent Management Information which will be used to assist client facing teams in routinely delivering a first-class client experience and first line of defense responsibilities.
This person is responsible for leading the production and analysis, digesting and interpreting data to enhance existing service levels. The jobholder will also coordinate with the Global Head of Performance & Analysis and Risk function to drive higher hygiene level of data entry and production.
Primary Responsibilities/Essential Functions
Responsible for delivering regular, timely and actionable data insight and providing detailed analysis
Acquire, incorporate, interpret, analyze and explain data acquired for the project deliverables
Communicate data findings, issue, logic applied
Develop solutions to improve data usability and manageability
Prepare documentation which captures data acquired, logic applied (e.g. inclusions, exclusions), methodologies, etc
Filter and “clean” data to ensure data is consistent, aggregated and usable
Identify and escalate issues
Ensure timely delivery of tasks
Support program / project governance structure and meetings, assisting the project manager in the preparation of materials, minutes and actions
Mitigate risk by
Developing comprehensive knowledge of all HSBC policies and procedures
Understanding the specific activity for which MI is expected
Adhering strictly to compliance and operational risk controls in accordance with HSBC and regulatory standards, policies and practices; escalating control weaknesses.
Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
Communicate with HSBC officers and other business partners involved in the maintenance of internal control standards and the development of related procedural guidance.
Support the Company’s Diversity programs.
Perform other job-related duties as assigned.
Decision-Making Responsibility
Perform according to prescribed procedures.
Daily discretion within assigned authority. Decisions beyond assigned authority are referred to higher levels of management for approval.
Management of Risk
Each employee must be aware of the Operational Risk scenario associated with the role and acts in a manner that takes account of operational risk considerations.
Each employee must ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues.
Each employee must promote an environment that supports diversity and reflects the HSBC brand.
Observation of Internal Controls
Each employee must maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. Any failures to comply with the above should be reflected in year-end performance assessments.
Each employee must understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy.
Qualifications
Bachelor’s degree in business, related field or equivalent experience
Strong research, communication, organizational, analytical, customer service, sales and problem-solving skills
Strong finance and/or reporting and/or process background
Ability to analyse and interpret data in order to identify practical process improvements
Numerically strong
Commercially minded
Knowledge of Business Objects and model creation and validation
Confident communicator
Ability to manage multiple and changing priorities with tact, diplomacy and confidentiality
Apr 07, 2017
Full time
The Performance & Analysis Business Manager reports to the Head of NAM (North America) Business Management / U.S. CLM (Client Lifecycle Management) and will provide core support to the business through the development and maintenance of accurate business intelligence and management information through analysis of available information and information sourcing. Additionally, the employee will be responsible for creating visibility on efficiency opportunities. The job holder will lead the development and management of regionally consistent Management Information which will be used to assist client facing teams in routinely delivering a first-class client experience and first line of defense responsibilities.
This person is responsible for leading the production and analysis, digesting and interpreting data to enhance existing service levels. The jobholder will also coordinate with the Global Head of Performance & Analysis and Risk function to drive higher hygiene level of data entry and production.
Primary Responsibilities/Essential Functions
Responsible for delivering regular, timely and actionable data insight and providing detailed analysis
Acquire, incorporate, interpret, analyze and explain data acquired for the project deliverables
Communicate data findings, issue, logic applied
Develop solutions to improve data usability and manageability
Prepare documentation which captures data acquired, logic applied (e.g. inclusions, exclusions), methodologies, etc
Filter and “clean” data to ensure data is consistent, aggregated and usable
Identify and escalate issues
Ensure timely delivery of tasks
Support program / project governance structure and meetings, assisting the project manager in the preparation of materials, minutes and actions
Mitigate risk by
Developing comprehensive knowledge of all HSBC policies and procedures
Understanding the specific activity for which MI is expected
Adhering strictly to compliance and operational risk controls in accordance with HSBC and regulatory standards, policies and practices; escalating control weaknesses.
Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
Communicate with HSBC officers and other business partners involved in the maintenance of internal control standards and the development of related procedural guidance.
Support the Company’s Diversity programs.
Perform other job-related duties as assigned.
Decision-Making Responsibility
Perform according to prescribed procedures.
Daily discretion within assigned authority. Decisions beyond assigned authority are referred to higher levels of management for approval.
Management of Risk
Each employee must be aware of the Operational Risk scenario associated with the role and acts in a manner that takes account of operational risk considerations.
Each employee must ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues.
Each employee must promote an environment that supports diversity and reflects the HSBC brand.
Observation of Internal Controls
Each employee must maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. Any failures to comply with the above should be reflected in year-end performance assessments.
Each employee must understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy.
Qualifications
Bachelor’s degree in business, related field or equivalent experience
Strong research, communication, organizational, analytical, customer service, sales and problem-solving skills
Strong finance and/or reporting and/or process background
Ability to analyse and interpret data in order to identify practical process improvements
Numerically strong
Commercially minded
Knowledge of Business Objects and model creation and validation
Confident communicator
Ability to manage multiple and changing priorities with tact, diplomacy and confidentiality
Global Payments and Cash Management (PCM) is one of HSBC's global product lines generating over 10% of Group revenues. Supporting Commercial Banking (CMB) and Global Banking and Markets (GBM), our business is made up of almost 10,000 people in more than 55 countries, and is uniquely positioned to help clients make and receive payments, across borders and regulations, in multiple currencies. Our expertise in this area has been recognized by the industry’s most prominent publications as the best global cash manager for corporate and financial institutions in consecutive years.
The success of this business is strongly dependent on the development, execution, and commercialization of the suite of cash management and payment products. The role will manage strategic initiatives and will assist in developing and implementing PCM product performance and strategies, ensuring alignment with global PCM product standards and propositions. The incumbent will work within a matrixed organization to deliver critical infrastructure, project deliverables, and client solutions, serving as a key subject matter expert in a continuously evolving competitive and regulatory landscape.
Impact on the Business/Function
Responsible for oversight of short-term and long-term Product strategies leveraging regional Product execs to provide insight and clarity of regional and local customer needs, and the regulatory environment
Drive PCM innovation
Align and prioritize Information Technology (IT) Investment requirements during the Annual Operating Plan (AOP) planning process
Attract talented resources and utilize effectively but indirectly regional resources where required
Drive product rationalization where appropriate
Drive improvements in business profitability through the implementation of standardized metric based management process covering all aspects of product performance including cost accounting and risk management
Develop and drive specific commercialization activities creating tools to support sales and client service teams in educating and marketing our global Product capabilities
Ensure consistent approach to implementing tariffs
Customers / Stakeholders
Driving effective interaction across organizational boundaries, including sales, client services, marketing, operations, Information Technology (IT), Legal, Business Risk Control Management (BRCM), Finance, and Compliance to deliver optimized customer experiences
Develop and maintain good contact with the external PCM market, e.g., partner organizations, industry associations, customers, competitors, regulators, and vendors to ensure that our strategy remains relevant and effective
Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
Leadership & Teamwork
Develop and communicate a clear vision for the PCM business that is aligned to the overall HSBC vision, Values and goals, and inspires and engages people to create an inclusive, high performing, customer-centered culture
Lead, develop and motivate the leadership team to attract, retain and develop the capacity, capability and talent to provide for succession and ensure delivery of business objectives
Set expectations, share best practice and manage, monitor, coach and develop leaders and others to ensure that they maximize their performance, meet the required standards, and continuously develop their capabilities and experience
Lead and encourage constructive cross-country and cross-business teamwork by demonstrating collaboration and matrix management in action and taking prompt action to address any activities and behaviors that are not consistent with HSBC's diversity policy and/or the best interests of the business and its customers
Operational Effectiveness & Control :
Lead the continuing development, implementation and improvement of the processes, structures, capabilities, capacity and infrastructure needed to deliver agreed plans and targets, collaborating with colleagues to maximize end to end integration, effectiveness and efficiency
Establish and maintain a robust and efficient control environment across PCM to ensure good operational, financial and project management and compliance with HSBC policy and procedures, together with early identification and effective resolution or escalation of issues that arise
Lead the development, implementation and maintenance of a PCM management information, analysis and reporting framework that supports and informs timely and effective business management and decision making at all levels
Lead the implementation and oversight of PCM policy and governance frameworks, procedures, practices and standards to ensure quality, effective risk management and regulatory compliance
Management of Risk
The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation.
This will be achieved by consistently displaying the behaviors that form part of the HSBC Values and culture and adhering to HSBC risk policies and procedures, including notification and escalation of any concerns and taking required action in relation to points raised by audit and/or external regulators.
The jobholder is responsible for managing and mitigating operational risks in their day to day operations. In executing these responsibilities, the Group has adopted risk management and internal control structure referred to as the ‘Three Lines of Defense’. The jobholder should ensure they understand their position within the Three Lines of Defense, and act accordingly in line with operational risk policy, escalating in a timely manner where they are unsure of actions required.
Through the implementation the Global AML, Sanctions and ABC Policies, supporting Guidance, and Line of Business Procedures the jobholder will make informed decisions in accordance with the core principles of HSBC's Financial Crime Risk Appetite.
The following statement is only for roles with core responsibilities in Operational Risk Management (Risk Owner, Control Owner, Risk Steward, BRCM, and Operational Risk Function.
The jobholder has responsibility for overseeing and ensuring that Operational risks are managed in accordance with the Group Standards Manual, Risk FIM, & relevant guidelines & standards. The jobholder should comply with the detailed expectations and responsibilities for their core role in operational risk management through ensuring all actions take account of operational risks, and through using the Operational Risk Management Framework appropriately to manage those risks. This will be achieved by:
Continuously reassessing risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology.
Ensuring all actions take account of the likelihood of operational risk occurring, addressing areas of concern in conjunction with Risk and relevant line colleagues, and also by ensuring that actions resulting from points raised by internal or external audits, and external regulators, are correctly implemented in a timely fashion.
Observation of Internal Controls
The jobholder will adhere to, and be able to demonstrate adherence to, internal controls and will implement the Group compliance policy by adhering to all relevant processes/procedures.
The term ‘compliance’ embraces all relevant financial services laws, rules and codes with which the business has to comply. This will be achieved by adherence to all relevant procedures, keeping appropriate records and, where appropriate, by the timely implementation of internal and external audit points, including issues raised by external regulators.
The following statement is only for roles with managerial or specific Compliance responsibilities
The jobholder will implement measures to contain compliance risk across the business area. This will be achieved by liaising with Compliance department about business initiatives at the earliest opportunity. Also and when applicable, by ensuring adequate resources are in place and training is provided, fostering a compliance culture and optimizing relations with regulators.
Qualifications
Previous knowledge and experience:
Extensive experience of global cash management techniques, market, competitive environment, trends and regulatory environment
Highly detailed knowledge of day to day workings of a Corporate Treasury environment, including knowledge of corporate liquidity management practices, solutions, and trends.
Experience of bank Assets and Liabilities Management, liquidity risk policies and framework.
Broad knowledge of HSBC Group companies and product ranges
Proven sales record of with demonstrable evidence of successful selling of large/complex transactions to major customers
Relationship Management of major client relationships
Dealing with customers at senior executive level
Line Management experience
Minimum 10 year experience
Qualifications and/or training courses:
Association of Corporate Treasurers International Certificate in Cash Management
Association of the Chartered Institute of Bankers or other recognized professional qualification
Managerial, Technical and Interpersonal skills:
Ability to communicate at all levels of senior and executive management both within the HSBC Group, and at senior levels in customer organisations (Treasurer, Financial Director, CFO).
Excellent GLCM and consultancy skills
Strong commercial orientation combined with a customer driven approach
High level of oral and written communication skills
Presentation and public speaking
Willingness to travel and work flexible hours
Time management and organisational skills
Additional local languages
Negotiation skills
Apr 07, 2017
Full time
Global Payments and Cash Management (PCM) is one of HSBC's global product lines generating over 10% of Group revenues. Supporting Commercial Banking (CMB) and Global Banking and Markets (GBM), our business is made up of almost 10,000 people in more than 55 countries, and is uniquely positioned to help clients make and receive payments, across borders and regulations, in multiple currencies. Our expertise in this area has been recognized by the industry’s most prominent publications as the best global cash manager for corporate and financial institutions in consecutive years.
The success of this business is strongly dependent on the development, execution, and commercialization of the suite of cash management and payment products. The role will manage strategic initiatives and will assist in developing and implementing PCM product performance and strategies, ensuring alignment with global PCM product standards and propositions. The incumbent will work within a matrixed organization to deliver critical infrastructure, project deliverables, and client solutions, serving as a key subject matter expert in a continuously evolving competitive and regulatory landscape.
Impact on the Business/Function
Responsible for oversight of short-term and long-term Product strategies leveraging regional Product execs to provide insight and clarity of regional and local customer needs, and the regulatory environment
Drive PCM innovation
Align and prioritize Information Technology (IT) Investment requirements during the Annual Operating Plan (AOP) planning process
Attract talented resources and utilize effectively but indirectly regional resources where required
Drive product rationalization where appropriate
Drive improvements in business profitability through the implementation of standardized metric based management process covering all aspects of product performance including cost accounting and risk management
Develop and drive specific commercialization activities creating tools to support sales and client service teams in educating and marketing our global Product capabilities
Ensure consistent approach to implementing tariffs
Customers / Stakeholders
Driving effective interaction across organizational boundaries, including sales, client services, marketing, operations, Information Technology (IT), Legal, Business Risk Control Management (BRCM), Finance, and Compliance to deliver optimized customer experiences
Develop and maintain good contact with the external PCM market, e.g., partner organizations, industry associations, customers, competitors, regulators, and vendors to ensure that our strategy remains relevant and effective
Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
Leadership & Teamwork
Develop and communicate a clear vision for the PCM business that is aligned to the overall HSBC vision, Values and goals, and inspires and engages people to create an inclusive, high performing, customer-centered culture
Lead, develop and motivate the leadership team to attract, retain and develop the capacity, capability and talent to provide for succession and ensure delivery of business objectives
Set expectations, share best practice and manage, monitor, coach and develop leaders and others to ensure that they maximize their performance, meet the required standards, and continuously develop their capabilities and experience
Lead and encourage constructive cross-country and cross-business teamwork by demonstrating collaboration and matrix management in action and taking prompt action to address any activities and behaviors that are not consistent with HSBC's diversity policy and/or the best interests of the business and its customers
Operational Effectiveness & Control :
Lead the continuing development, implementation and improvement of the processes, structures, capabilities, capacity and infrastructure needed to deliver agreed plans and targets, collaborating with colleagues to maximize end to end integration, effectiveness and efficiency
Establish and maintain a robust and efficient control environment across PCM to ensure good operational, financial and project management and compliance with HSBC policy and procedures, together with early identification and effective resolution or escalation of issues that arise
Lead the development, implementation and maintenance of a PCM management information, analysis and reporting framework that supports and informs timely and effective business management and decision making at all levels
Lead the implementation and oversight of PCM policy and governance frameworks, procedures, practices and standards to ensure quality, effective risk management and regulatory compliance
Management of Risk
The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation.
This will be achieved by consistently displaying the behaviors that form part of the HSBC Values and culture and adhering to HSBC risk policies and procedures, including notification and escalation of any concerns and taking required action in relation to points raised by audit and/or external regulators.
The jobholder is responsible for managing and mitigating operational risks in their day to day operations. In executing these responsibilities, the Group has adopted risk management and internal control structure referred to as the ‘Three Lines of Defense’. The jobholder should ensure they understand their position within the Three Lines of Defense, and act accordingly in line with operational risk policy, escalating in a timely manner where they are unsure of actions required.
Through the implementation the Global AML, Sanctions and ABC Policies, supporting Guidance, and Line of Business Procedures the jobholder will make informed decisions in accordance with the core principles of HSBC's Financial Crime Risk Appetite.
The following statement is only for roles with core responsibilities in Operational Risk Management (Risk Owner, Control Owner, Risk Steward, BRCM, and Operational Risk Function.
The jobholder has responsibility for overseeing and ensuring that Operational risks are managed in accordance with the Group Standards Manual, Risk FIM, & relevant guidelines & standards. The jobholder should comply with the detailed expectations and responsibilities for their core role in operational risk management through ensuring all actions take account of operational risks, and through using the Operational Risk Management Framework appropriately to manage those risks. This will be achieved by:
Continuously reassessing risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology.
Ensuring all actions take account of the likelihood of operational risk occurring, addressing areas of concern in conjunction with Risk and relevant line colleagues, and also by ensuring that actions resulting from points raised by internal or external audits, and external regulators, are correctly implemented in a timely fashion.
Observation of Internal Controls
The jobholder will adhere to, and be able to demonstrate adherence to, internal controls and will implement the Group compliance policy by adhering to all relevant processes/procedures.
The term ‘compliance’ embraces all relevant financial services laws, rules and codes with which the business has to comply. This will be achieved by adherence to all relevant procedures, keeping appropriate records and, where appropriate, by the timely implementation of internal and external audit points, including issues raised by external regulators.
The following statement is only for roles with managerial or specific Compliance responsibilities
The jobholder will implement measures to contain compliance risk across the business area. This will be achieved by liaising with Compliance department about business initiatives at the earliest opportunity. Also and when applicable, by ensuring adequate resources are in place and training is provided, fostering a compliance culture and optimizing relations with regulators.
Qualifications
Previous knowledge and experience:
Extensive experience of global cash management techniques, market, competitive environment, trends and regulatory environment
Highly detailed knowledge of day to day workings of a Corporate Treasury environment, including knowledge of corporate liquidity management practices, solutions, and trends.
Experience of bank Assets and Liabilities Management, liquidity risk policies and framework.
Broad knowledge of HSBC Group companies and product ranges
Proven sales record of with demonstrable evidence of successful selling of large/complex transactions to major customers
Relationship Management of major client relationships
Dealing with customers at senior executive level
Line Management experience
Minimum 10 year experience
Qualifications and/or training courses:
Association of Corporate Treasurers International Certificate in Cash Management
Association of the Chartered Institute of Bankers or other recognized professional qualification
Managerial, Technical and Interpersonal skills:
Ability to communicate at all levels of senior and executive management both within the HSBC Group, and at senior levels in customer organisations (Treasurer, Financial Director, CFO).
Excellent GLCM and consultancy skills
Strong commercial orientation combined with a customer driven approach
High level of oral and written communication skills
Presentation and public speaking
Willingness to travel and work flexible hours
Time management and organisational skills
Additional local languages
Negotiation skills
Commission on State Emergency Communications
Austin, TX, United States
JOB DESCRIPTION
Performs highly advanced (mid-level) grant payment processing, coordination, and administration work for the Commission on State Emergency Communications. Investigates, and reviews records, reports, financial statements, and management practices to ensure legal compliance with state statutes and internal regulations. Reviews submitted expenditure reports for accuracy and conducts desk reviews of supporting documentation. Validates and prepares documents for payment. Assists Chief Financial Officer with general agency accounting services as needed. Trains grantees on reporting procedures, and assists with problem resolutions. Reviews grant funding requests, and reviews encumbrances and year-end financial reports. Complies with all Agency, Division, and Branch rules, regulations, and procedures.
DUTIES PERFORMED
Reviews grant budgets for reasonableness and applicability to program activities;
Review grantee expenditure reports and supporting documentation for accuracy and sufficiency;
Processes grant payments;
Review and reconcile grantee financial reports;
Manages routine desk review processes to verify veracity of submitted expenditure reports and claims;
Develop and manage routine and ad hoc financial reports utilizing the agency’s internal financial systems for the Executive Director, Department, Board and Legislature;
Prepares budget and expenditure reports and reconciliations of financial information for applicable accounting systems;
Recommends changes in business processes and accounting or management procedures and resolve budget or financial problems with general guidance;
Conducts investigations into questionable accounting practices or records;
Writes and communicates through letters, reports, training material, and presentations with grantees, division, board and public on a routine basis; and
Performs related work as assigned.
Workforce Expectations: Must be able to work extended hours as necessary; travel occasionally for work assignments and trainings; show flexibility and adaptability toward changes in assignments and work schedules; adhere to the agency’s internal management policies and procedures; and exhibit work behaviors consistent with agency core values.
Workspace & Resources: State agency with 25 employees located in the William P. Hobby building in downtown Austin, Texas.
QUALIFICATIONS
Education: Graduation from an accredited four-year college or university with a major in accounting, finance, marketing, management, or other business related field.
Experience: Four (4) years of experience in accounting or finance.
Each year of experience may substitute for one year of college on a year for year basis up to four (4) years.
Knowledge/ Skills/ Abilities :
Knowledge of generally accepted financial principles and procedures affecting maintenance of financial records and of an automated integrated financial system;
Knowledge of compliance with State of Texas laws and regulations pertaining to fiscal operations;
Knowledge of accounting, financial terminology and financial practices;
Knowledge of contract documentation;
Knowledge of grant reimbursement procedures;
Skilled in using applicable software necessary to perform work assignments – word processing, spreadsheets (MS Office preferred, especially Word, PowerPoint and Excel), email (Outlook preferred), and online meeting software.
PREFERRED EXPERIENCE:
Accounting principles and procedures;
Researching and processing Accounts Payable vouchers;
Uniform Statewide Accounting System (USAS); and
Centralized Accounting and Payroll/Personnel System (CAPPS) experience.
OTHER REQUIREMENTS
License: Must possess a valid class "C" Texas driver's license. Employee may have to use personal vehicle for agency business or occasionally for work assignments and training. The agency will review the applicant's driving history in connection with the use of a vehicle in the performance of the job.
Physical Requirements: Frequent standing, walking, sitting, listening and talking. Occasional bending, stooping and lifting of weights up to 20lbs.
Apr 04, 2017
Full time
JOB DESCRIPTION
Performs highly advanced (mid-level) grant payment processing, coordination, and administration work for the Commission on State Emergency Communications. Investigates, and reviews records, reports, financial statements, and management practices to ensure legal compliance with state statutes and internal regulations. Reviews submitted expenditure reports for accuracy and conducts desk reviews of supporting documentation. Validates and prepares documents for payment. Assists Chief Financial Officer with general agency accounting services as needed. Trains grantees on reporting procedures, and assists with problem resolutions. Reviews grant funding requests, and reviews encumbrances and year-end financial reports. Complies with all Agency, Division, and Branch rules, regulations, and procedures.
DUTIES PERFORMED
Reviews grant budgets for reasonableness and applicability to program activities;
Review grantee expenditure reports and supporting documentation for accuracy and sufficiency;
Processes grant payments;
Review and reconcile grantee financial reports;
Manages routine desk review processes to verify veracity of submitted expenditure reports and claims;
Develop and manage routine and ad hoc financial reports utilizing the agency’s internal financial systems for the Executive Director, Department, Board and Legislature;
Prepares budget and expenditure reports and reconciliations of financial information for applicable accounting systems;
Recommends changes in business processes and accounting or management procedures and resolve budget or financial problems with general guidance;
Conducts investigations into questionable accounting practices or records;
Writes and communicates through letters, reports, training material, and presentations with grantees, division, board and public on a routine basis; and
Performs related work as assigned.
Workforce Expectations: Must be able to work extended hours as necessary; travel occasionally for work assignments and trainings; show flexibility and adaptability toward changes in assignments and work schedules; adhere to the agency’s internal management policies and procedures; and exhibit work behaviors consistent with agency core values.
Workspace & Resources: State agency with 25 employees located in the William P. Hobby building in downtown Austin, Texas.
QUALIFICATIONS
Education: Graduation from an accredited four-year college or university with a major in accounting, finance, marketing, management, or other business related field.
Experience: Four (4) years of experience in accounting or finance.
Each year of experience may substitute for one year of college on a year for year basis up to four (4) years.
Knowledge/ Skills/ Abilities :
Knowledge of generally accepted financial principles and procedures affecting maintenance of financial records and of an automated integrated financial system;
Knowledge of compliance with State of Texas laws and regulations pertaining to fiscal operations;
Knowledge of accounting, financial terminology and financial practices;
Knowledge of contract documentation;
Knowledge of grant reimbursement procedures;
Skilled in using applicable software necessary to perform work assignments – word processing, spreadsheets (MS Office preferred, especially Word, PowerPoint and Excel), email (Outlook preferred), and online meeting software.
PREFERRED EXPERIENCE:
Accounting principles and procedures;
Researching and processing Accounts Payable vouchers;
Uniform Statewide Accounting System (USAS); and
Centralized Accounting and Payroll/Personnel System (CAPPS) experience.
OTHER REQUIREMENTS
License: Must possess a valid class "C" Texas driver's license. Employee may have to use personal vehicle for agency business or occasionally for work assignments and training. The agency will review the applicant's driving history in connection with the use of a vehicle in the performance of the job.
Physical Requirements: Frequent standing, walking, sitting, listening and talking. Occasional bending, stooping and lifting of weights up to 20lbs.
PeopleTec, Inc.
Colorado Springs, CO, United States
PeopleTec, Inc. is seeking a Senior ARMY Financial/Accounting Analyst to support our Colorado Springs, CO operations.
Primary duties include assisting the U.S. Army Finance Command (USAFMCOM) related to financial and management process improvement, organizational design, strategy planning, change management and execution. Efforts will be performed on-site with extensive interaction with combined Government and contractor teams. The ideal candidate will support, assist and review operational requirements and determine performance parameters for the transfer of existing functions (and design of future functions) related to and audit and compliance situations. The successful candidate will aid in the analysis, development and standup of operational concepts and architectures, and assist in translating concepts into business processes for daily execution.
The candidate will also support and participate in program reviews, briefings and working groups at senior government and executive levels, with forums including representatives from ASA FM&C, OUSD (C), Army Commands, IPA's, Defense Finance and Accounting Services and others as directed. The candidate will report back to management with their findings and areas of suggested improvement to increase productivity and efficiency.
Required Skills:
7 or more years of experience with Department of Defense financial and management processes is required; experience with the Defense Finance and Accounting services (DFAS) is highly desired
Working knowledge, and experience, with DoD and Federal Government Financial Information Systems (such as GFEBS)
Experienced with financial management, accounting financial statement auditing processes and SAP-based Enterprise Resource Management systems
Experience with MS Visio
Excellent organizational and analytical skills and possess excellent oral and written communication skills
Must be a team player with a desire to work in a fast-paced environment with a willingness to adapt to rapidly changing requirements
Must be a U.S. Citizen
Candidate must hold active background investigation credentials (EX: Secret security clearance, NACI, etc.) upon hire
Education and/or Certifications:
A completed Bachelor's Degree in Accounting, Finance, Economics or a related field is required, a CPA license is preferred.
Desired Skills:
Candidate will have experience with designing and analyzing business processes, organizations and governance structures is desired
Experience with VBA and/or SQL preferred
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number ( 256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/548584-145621
Mar 27, 2017
Full time
PeopleTec, Inc. is seeking a Senior ARMY Financial/Accounting Analyst to support our Colorado Springs, CO operations.
Primary duties include assisting the U.S. Army Finance Command (USAFMCOM) related to financial and management process improvement, organizational design, strategy planning, change management and execution. Efforts will be performed on-site with extensive interaction with combined Government and contractor teams. The ideal candidate will support, assist and review operational requirements and determine performance parameters for the transfer of existing functions (and design of future functions) related to and audit and compliance situations. The successful candidate will aid in the analysis, development and standup of operational concepts and architectures, and assist in translating concepts into business processes for daily execution.
The candidate will also support and participate in program reviews, briefings and working groups at senior government and executive levels, with forums including representatives from ASA FM&C, OUSD (C), Army Commands, IPA's, Defense Finance and Accounting Services and others as directed. The candidate will report back to management with their findings and areas of suggested improvement to increase productivity and efficiency.
Required Skills:
7 or more years of experience with Department of Defense financial and management processes is required; experience with the Defense Finance and Accounting services (DFAS) is highly desired
Working knowledge, and experience, with DoD and Federal Government Financial Information Systems (such as GFEBS)
Experienced with financial management, accounting financial statement auditing processes and SAP-based Enterprise Resource Management systems
Experience with MS Visio
Excellent organizational and analytical skills and possess excellent oral and written communication skills
Must be a team player with a desire to work in a fast-paced environment with a willingness to adapt to rapidly changing requirements
Must be a U.S. Citizen
Candidate must hold active background investigation credentials (EX: Secret security clearance, NACI, etc.) upon hire
Education and/or Certifications:
A completed Bachelor's Degree in Accounting, Finance, Economics or a related field is required, a CPA license is preferred.
Desired Skills:
Candidate will have experience with designing and analyzing business processes, organizations and governance structures is desired
Experience with VBA and/or SQL preferred
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number ( 256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/548584-145621
PeopleTec, Inc. is seeking a Senior ARMY Financial/Accounting Analyst to support our Huntsville, AL operations.
Primary duties include assisting the U.S. Army Finance Command (USAFMCOM) related to financial and management process improvement, organizational design, strategy planning, change management and execution. Efforts will be performed on-site with extensive interaction with combined Government and contractor teams. The ideal candidate will support, assist and review operational requirements and determine performance parameters for the transfer of existing functions (and design of future functions) related to and audit and compliance situations. The successful candidate will aid in the analysis, development and standup of operational concepts and architectures, and assist in translating concepts into business processes for daily execution.
The candidate will also support and participate in program reviews, briefings and working groups at senior government and executive levels, with forums including representatives from ASA FM&C, OUSD (C), Army Commands, IPA's, Defense Finance and Accounting Services and others as directed. The candidate will report back to management with their findings and areas of suggested improvement to increase productivity and efficiency.
Required Skills:
7 or more years of experience with Department of Defense financial and management processes is required; experience with the Defense Finance and Accounting services (DFAS) is highly desired
Working knowledge, and experience, with DoD and Federal Government Financial Information Systems (such as GFEBS)
Experienced with financial management, accounting financial statement auditing processes and SAP-based Enterprise Resource Management systems
Experience with MS Visio
Excellent organizational and analytical skills and possess excellent oral and written communication skills
Must be a team player with a desire to work in a fast-paced environment with a willingness to adapt to rapidly changing requirements
Must be a U.S. Citizen
Candidate must hold active background investigation credentials (EX: Secret security clearance, NACI, etc.) upon hire
Education and/or Certifications:
A completed Bachelor's Degree in Accounting, Finance, Economics or a related field is required, a CPA license is preferred.
Desired Skills:
Candidate will have experience with designing and analyzing business processes, organizations and governance structures is desired
Experience with VBA and/or SQL preferred
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number ( 256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/548578-145621
Mar 27, 2017
Full time
PeopleTec, Inc. is seeking a Senior ARMY Financial/Accounting Analyst to support our Huntsville, AL operations.
Primary duties include assisting the U.S. Army Finance Command (USAFMCOM) related to financial and management process improvement, organizational design, strategy planning, change management and execution. Efforts will be performed on-site with extensive interaction with combined Government and contractor teams. The ideal candidate will support, assist and review operational requirements and determine performance parameters for the transfer of existing functions (and design of future functions) related to and audit and compliance situations. The successful candidate will aid in the analysis, development and standup of operational concepts and architectures, and assist in translating concepts into business processes for daily execution.
The candidate will also support and participate in program reviews, briefings and working groups at senior government and executive levels, with forums including representatives from ASA FM&C, OUSD (C), Army Commands, IPA's, Defense Finance and Accounting Services and others as directed. The candidate will report back to management with their findings and areas of suggested improvement to increase productivity and efficiency.
Required Skills:
7 or more years of experience with Department of Defense financial and management processes is required; experience with the Defense Finance and Accounting services (DFAS) is highly desired
Working knowledge, and experience, with DoD and Federal Government Financial Information Systems (such as GFEBS)
Experienced with financial management, accounting financial statement auditing processes and SAP-based Enterprise Resource Management systems
Experience with MS Visio
Excellent organizational and analytical skills and possess excellent oral and written communication skills
Must be a team player with a desire to work in a fast-paced environment with a willingness to adapt to rapidly changing requirements
Must be a U.S. Citizen
Candidate must hold active background investigation credentials (EX: Secret security clearance, NACI, etc.) upon hire
Education and/or Certifications:
A completed Bachelor's Degree in Accounting, Finance, Economics or a related field is required, a CPA license is preferred.
Desired Skills:
Candidate will have experience with designing and analyzing business processes, organizations and governance structures is desired
Experience with VBA and/or SQL preferred
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number ( 256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/548578-145621
PeopleTec, Inc. is seeking a Senior ARMY Financial/Accounting Analyst to support our Indianapolis, IN operations.
Primary duties include assisting the U.S. Army Finance Command (USAFMCOM) related to financial and management process improvement, organizational design, strategy planning, change management and execution. Efforts will be performed on-site with extensive interaction with combined Government and contractor teams. The ideal candidate will support, assist and review operational requirements and determine performance parameters for the transfer of existing functions (and design of future functions) related to and audit and compliance situations. The successful candidate will aid in the analysis, development and standup of operational concepts and architectures, and assist in translating concepts into business processes for daily execution.
The candidate will also support and participate in program reviews, briefings and working groups at senior government and executive levels, with forums including representatives from ASA FM&C, OUSD (C), Army Commands, IPA's, Defense Finance and Accounting Services and others as directed. The candidate will report back to management with their findings and areas of suggested improvement to increase productivity and efficiency.
Required Skills:
7 or more years of experience with Department of Defense financial and management processes is required; experience with the Defense Finance and Accounting services (DFAS) is highly desired
Working knowledge, and experience, with DoD and Federal Government Financial Information Systems (such as GFEBS)
Experienced with financial management, accounting financial statement auditing processes and SAP-based Enterprise Resource Management systems
Experience with MS Visio
Excellent organizational and analytical skills and possess excellent oral and written communication skills
Must be a team player with a desire to work in a fast-paced environment with a willingness to adapt to rapidly changing requirements
Must be a U.S. Citizen
Candidate must hold active background investigation credentials (EX: Secret security clearance, NACI, etc.) upon hire
Education and/or Certifications:
A completed Bachelor's Degree in Accounting, Finance, Economics or a related field is required, a CPA license is preferred.
Desired Skills:
Candidate will have experience with designing and analyzing business processes, organizations and governance structures is desired
Experience with VBA and/or SQL preferred
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number ( 256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/548546-145621
Mar 27, 2017
Full time
PeopleTec, Inc. is seeking a Senior ARMY Financial/Accounting Analyst to support our Indianapolis, IN operations.
Primary duties include assisting the U.S. Army Finance Command (USAFMCOM) related to financial and management process improvement, organizational design, strategy planning, change management and execution. Efforts will be performed on-site with extensive interaction with combined Government and contractor teams. The ideal candidate will support, assist and review operational requirements and determine performance parameters for the transfer of existing functions (and design of future functions) related to and audit and compliance situations. The successful candidate will aid in the analysis, development and standup of operational concepts and architectures, and assist in translating concepts into business processes for daily execution.
The candidate will also support and participate in program reviews, briefings and working groups at senior government and executive levels, with forums including representatives from ASA FM&C, OUSD (C), Army Commands, IPA's, Defense Finance and Accounting Services and others as directed. The candidate will report back to management with their findings and areas of suggested improvement to increase productivity and efficiency.
Required Skills:
7 or more years of experience with Department of Defense financial and management processes is required; experience with the Defense Finance and Accounting services (DFAS) is highly desired
Working knowledge, and experience, with DoD and Federal Government Financial Information Systems (such as GFEBS)
Experienced with financial management, accounting financial statement auditing processes and SAP-based Enterprise Resource Management systems
Experience with MS Visio
Excellent organizational and analytical skills and possess excellent oral and written communication skills
Must be a team player with a desire to work in a fast-paced environment with a willingness to adapt to rapidly changing requirements
Must be a U.S. Citizen
Candidate must hold active background investigation credentials (EX: Secret security clearance, NACI, etc.) upon hire
Education and/or Certifications:
A completed Bachelor's Degree in Accounting, Finance, Economics or a related field is required, a CPA license is preferred.
Desired Skills:
Candidate will have experience with designing and analyzing business processes, organizations and governance structures is desired
Experience with VBA and/or SQL preferred
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number ( 256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/548546-145621
Responsible for activities related to prospect qualification, cultivation, and solicitation of complex gifts and major outright gifts to drive revenue for support of St. Jude’s mission. Prepare and manage cultivation and moves management plans for a highly select group of high wealth major/principal gift prospects that includes on-going strategies for engagement and to include a targeted dollar goal for their support and deadline for expected solicitation. Also works to engage and develop volunteer leadership at the national level. Ensures that strategies employed move the donor toward gift closure. Works closely with ALSAC Executive Leadership to develop solicitation plans for each donor that includes key personal visits to communicate the importance of their investment with the goal of ensuring their continued support for renewal and/or increase of their commitment.
Duties:
Uses fund raising knowledge and interpersonal skills to build relationships with donors, their families and advisors in order to solicit significant gifts at the Principal gift level, to meet annual fundraising goals articulated in their performance appraisal and aligned with the overall organizational High Wealth Strategy.
Uses a high degree of concentration to schedule and complete personal visits with potential high donors when appropriate throughout the country.
Utilizes technological tools (Donor Management Software, etc.) to capture details that will guide donor strategies; documents donor stories, donor visits and communications by recording interactions in internal database; completes and reviews gift planning reports and donor progress reports, completes written documentation such as accounting forms, credit card documentation, mileage reports, and travel expense reports.
Executes high levels of discretion and fiduciary responsibility. Responsible for handling cash, checks and in-kind donations, following ALSAC policies and procedures. Adheres to guidelines as set out by the Gift Acceptance Policy manual and submits exceptions to the Gift Acceptance Committee (GAC) for review.
Requires analysis of donor portfolio to execute efficient trip planning and time-management to maximize donor visits and adequate coverage of assigned territory. Required to make a minimum number of visits as specified in the Senior Philanthropic Advisor, Principal Gift’s goal section of performance appraisal. Seeks opportunities to grow and exceed goal numbers.
Requirements:
Demonstrated skill in working within a complex environment at senior levels with strong capabilities in planning, organization, and management.
Ability to work collaboratively with colleagues and peers in the advancement area and with internal and external partners.
Extensive working knowledge of development practices and principles and a track record of success in managing and closing gift prospects.
Flexibility to travel on a national basis on weekends and evenings when necessary.
Strong interpersonal and telephone skills and desire to build successful relationships with supporters of St. Jude.
Ability to speak and write in a clear and understandable manner for internal/external relations.
Ability to understand complex verbal or written instructions and data processing applications, including the Microsoft Office Suite of products; extensive knowledge of planned giving/ major gifts required and the ability to recognize appropriate gift vehicles for donors to St. Jude.
Bachelor's degree, advanced degree preferred, with a minimum of 12 years professional development experience, including successful supervisory experience and ideally front-line experience in a major capital campaign.
Must possess a valid driver's license.
Mar 23, 2017
Full time
Responsible for activities related to prospect qualification, cultivation, and solicitation of complex gifts and major outright gifts to drive revenue for support of St. Jude’s mission. Prepare and manage cultivation and moves management plans for a highly select group of high wealth major/principal gift prospects that includes on-going strategies for engagement and to include a targeted dollar goal for their support and deadline for expected solicitation. Also works to engage and develop volunteer leadership at the national level. Ensures that strategies employed move the donor toward gift closure. Works closely with ALSAC Executive Leadership to develop solicitation plans for each donor that includes key personal visits to communicate the importance of their investment with the goal of ensuring their continued support for renewal and/or increase of their commitment.
Duties:
Uses fund raising knowledge and interpersonal skills to build relationships with donors, their families and advisors in order to solicit significant gifts at the Principal gift level, to meet annual fundraising goals articulated in their performance appraisal and aligned with the overall organizational High Wealth Strategy.
Uses a high degree of concentration to schedule and complete personal visits with potential high donors when appropriate throughout the country.
Utilizes technological tools (Donor Management Software, etc.) to capture details that will guide donor strategies; documents donor stories, donor visits and communications by recording interactions in internal database; completes and reviews gift planning reports and donor progress reports, completes written documentation such as accounting forms, credit card documentation, mileage reports, and travel expense reports.
Executes high levels of discretion and fiduciary responsibility. Responsible for handling cash, checks and in-kind donations, following ALSAC policies and procedures. Adheres to guidelines as set out by the Gift Acceptance Policy manual and submits exceptions to the Gift Acceptance Committee (GAC) for review.
Requires analysis of donor portfolio to execute efficient trip planning and time-management to maximize donor visits and adequate coverage of assigned territory. Required to make a minimum number of visits as specified in the Senior Philanthropic Advisor, Principal Gift’s goal section of performance appraisal. Seeks opportunities to grow and exceed goal numbers.
Requirements:
Demonstrated skill in working within a complex environment at senior levels with strong capabilities in planning, organization, and management.
Ability to work collaboratively with colleagues and peers in the advancement area and with internal and external partners.
Extensive working knowledge of development practices and principles and a track record of success in managing and closing gift prospects.
Flexibility to travel on a national basis on weekends and evenings when necessary.
Strong interpersonal and telephone skills and desire to build successful relationships with supporters of St. Jude.
Ability to speak and write in a clear and understandable manner for internal/external relations.
Ability to understand complex verbal or written instructions and data processing applications, including the Microsoft Office Suite of products; extensive knowledge of planned giving/ major gifts required and the ability to recognize appropriate gift vehicles for donors to St. Jude.
Bachelor's degree, advanced degree preferred, with a minimum of 12 years professional development experience, including successful supervisory experience and ideally front-line experience in a major capital campaign.
Must possess a valid driver's license.
ALSAC/St. Jude Children's Research Hospital
Memphis, TN, United States
The Director of Prospect Management leads ALSAC’s Prospect Management function in support of enterprise-wide fundraising objectives. Responsible for planning, implementing, analyzing and directing comprehensive programs and teams to help guide and manage the movement of prospects along the giving continuum. Responsibilities include creating and implementing procedures, managing ongoing priorities, directing vendors and overseeing prospect management initiatives. Displays visionary leadership in understanding the long-term impact of decision-making to ensure we properly identify potential and current donors for cultivation and stewardship. Analyzes, evaluates and disseminates information that is critical to securing donations. This role oversees the enterprise-wide management, measurement and analysis of prospect leads and prospect movement through assigned portfolios, as well as the development of new prospects into portfolios for ALSAC. Develops and maintains the use of a capacity rating methodology to segment prospects. Stewards and protects the ALSAC brand through the discovery of sensitive/controversial information. Requires a high degree of personal integrity and must comply with the Association of Professional Researchers for Advancement - (APRA) statement of ethics. Position serves as an ongoing resource to Gift Planning Senior team and ALSAC’s Executive leadership. Provides strategic guidance to senior leadership through knowledge, management and study of reports and results to drive decisions.
Requires a management level professional who is customer oriented as well as detail oriented with excellent organizational skills.
Must be able to successfully lead and direct a team of professionals.
Must be able to write, speak and present to audiences both up, down and across the organization in a clear and understandable manner in order to establish strong internal/external relations.
Understands difficult verbal or written instructions.
Understands data processing applications and must be able to utilize comprehensive database software.
Word Excel and PowerPoint
Requires strong analytical and data mining skills with the ability to analyze data, make recommendations, formulate a strategy and execute it directly, as well as the ability to successfully and succinctly organize and communicate research findings.
Understanding of electronic databases and statistical reporting software preferred.
Requires excellent critical thinking and writing skills related to conceptualizing and developing proactive prospecting methodologies to support organization’s goals.
Must possess excellent diplomacy skills.
Requires knowledge ordinarily acquired through a Bachelor's Degree and 8 years of experience in management, fundraising, professional development or related field; including previous experience with research and information gathering, project management, database management, strategic planning, budgeting, organizational development and cost control.
Mar 23, 2017
Full time
The Director of Prospect Management leads ALSAC’s Prospect Management function in support of enterprise-wide fundraising objectives. Responsible for planning, implementing, analyzing and directing comprehensive programs and teams to help guide and manage the movement of prospects along the giving continuum. Responsibilities include creating and implementing procedures, managing ongoing priorities, directing vendors and overseeing prospect management initiatives. Displays visionary leadership in understanding the long-term impact of decision-making to ensure we properly identify potential and current donors for cultivation and stewardship. Analyzes, evaluates and disseminates information that is critical to securing donations. This role oversees the enterprise-wide management, measurement and analysis of prospect leads and prospect movement through assigned portfolios, as well as the development of new prospects into portfolios for ALSAC. Develops and maintains the use of a capacity rating methodology to segment prospects. Stewards and protects the ALSAC brand through the discovery of sensitive/controversial information. Requires a high degree of personal integrity and must comply with the Association of Professional Researchers for Advancement - (APRA) statement of ethics. Position serves as an ongoing resource to Gift Planning Senior team and ALSAC’s Executive leadership. Provides strategic guidance to senior leadership through knowledge, management and study of reports and results to drive decisions.
Requires a management level professional who is customer oriented as well as detail oriented with excellent organizational skills.
Must be able to successfully lead and direct a team of professionals.
Must be able to write, speak and present to audiences both up, down and across the organization in a clear and understandable manner in order to establish strong internal/external relations.
Understands difficult verbal or written instructions.
Understands data processing applications and must be able to utilize comprehensive database software.
Word Excel and PowerPoint
Requires strong analytical and data mining skills with the ability to analyze data, make recommendations, formulate a strategy and execute it directly, as well as the ability to successfully and succinctly organize and communicate research findings.
Understanding of electronic databases and statistical reporting software preferred.
Requires excellent critical thinking and writing skills related to conceptualizing and developing proactive prospecting methodologies to support organization’s goals.
Must possess excellent diplomacy skills.
Requires knowledge ordinarily acquired through a Bachelor's Degree and 8 years of experience in management, fundraising, professional development or related field; including previous experience with research and information gathering, project management, database management, strategic planning, budgeting, organizational development and cost control.
FHLB - The Office of Finance
Reston, VA, United States
The FHLB – Office of Finance, is seeking a strong Capital Markets Business Analyst. This capacity-building position is designed to create an opportunity for an entry-level candidate to deep dive and become immerse in Capital Markets. The Capital Markets Business Analyst (CMBA) is expected to demonstrate expertise on reporting databases and applications for Funding Desk activities, perform research and analysis, and produce reports that support Capital Market activities. Additionally, the CMBA assists with the creation and maintenance of business process documentation, process diagrams and Capital Markets projects.
The Office of Finance Capital Markets area consists of multiple divisions. A CMBA will be provided training in various divisions to gain a complete understanding of the Office of Finance Capital Markets area and to be able to support key business processes.
A CMBA is responsible for supporting Capital Markets functions in the issuance, processing and reporting of FHLBanks securities. An effective CMBA must demonstrate strong written and verbal communication skills and a high degree of accuracy with a fine attention to detail. A CMBA is a key point of contact for incoming inquiries on debt issuance matters from underwriters, swap counterparties, and FHLBanks representatives. Such requests are very time sensitive and the CMBA must be able to quickly prioritize responsibilities and be able to effectively multi-task.
Major Responsibilities include:
Produce reports that measure the effectiveness of Office of Finance funding efforts
Use business intelligence applications and be fluent in the design of reporting databases
Participate in the documentation of Funding Desk processes to facilitate ongoing automation and improve efficiency
Participate in the accurate and timely production, review and distribution of trade disclosure documentation. Interact with bond counsel on trade disclosure matters to keep up with all new relevant tax developments and legal disclosures
Respond to and provide assistance on incoming telephone calls
Assist with the effective functioning of the Funding Desk through administrative and technical support of all phases of debt issuance
Participate in Capital Market projects design, documentation and testing
Qualified candidates will offer a Bachelor or Master degree preferred with 1-3 years of relevant work experience; or an equivalent combination of related work experience and course work. The ideal candidate will be fluent in Microsoft Office software and have experience with Business Objects software. At the Office of Finance, effective business continuity is essential to maintaining our critical operational capabilities and continuing to support the FHLBanks in the event of a crisis. Capital Markets is defined as a “most critical” business function. Capital Markets employees may be required to be available during any planned and unplanned business interruptions.
This position offers a competitive salary with excellent benefits and work environment and is based in Reston, VA.
FHLB-OF is not currently sponsoring work visas or transfers at this time. Green Card or citizenship required.
To apply, please submit your resume and cover letter to the following job link:
https://workforcenow.adp.com/jobs/apply/posting.html?client=fhlbof&jobId=70506&lang=en_US&source=CC3
Additional inquiries and questions can be emailed to Beth Cessna at bcessna@fhlb-of.com .
Mar 13, 2017
Full time
The FHLB – Office of Finance, is seeking a strong Capital Markets Business Analyst. This capacity-building position is designed to create an opportunity for an entry-level candidate to deep dive and become immerse in Capital Markets. The Capital Markets Business Analyst (CMBA) is expected to demonstrate expertise on reporting databases and applications for Funding Desk activities, perform research and analysis, and produce reports that support Capital Market activities. Additionally, the CMBA assists with the creation and maintenance of business process documentation, process diagrams and Capital Markets projects.
The Office of Finance Capital Markets area consists of multiple divisions. A CMBA will be provided training in various divisions to gain a complete understanding of the Office of Finance Capital Markets area and to be able to support key business processes.
A CMBA is responsible for supporting Capital Markets functions in the issuance, processing and reporting of FHLBanks securities. An effective CMBA must demonstrate strong written and verbal communication skills and a high degree of accuracy with a fine attention to detail. A CMBA is a key point of contact for incoming inquiries on debt issuance matters from underwriters, swap counterparties, and FHLBanks representatives. Such requests are very time sensitive and the CMBA must be able to quickly prioritize responsibilities and be able to effectively multi-task.
Major Responsibilities include:
Produce reports that measure the effectiveness of Office of Finance funding efforts
Use business intelligence applications and be fluent in the design of reporting databases
Participate in the documentation of Funding Desk processes to facilitate ongoing automation and improve efficiency
Participate in the accurate and timely production, review and distribution of trade disclosure documentation. Interact with bond counsel on trade disclosure matters to keep up with all new relevant tax developments and legal disclosures
Respond to and provide assistance on incoming telephone calls
Assist with the effective functioning of the Funding Desk through administrative and technical support of all phases of debt issuance
Participate in Capital Market projects design, documentation and testing
Qualified candidates will offer a Bachelor or Master degree preferred with 1-3 years of relevant work experience; or an equivalent combination of related work experience and course work. The ideal candidate will be fluent in Microsoft Office software and have experience with Business Objects software. At the Office of Finance, effective business continuity is essential to maintaining our critical operational capabilities and continuing to support the FHLBanks in the event of a crisis. Capital Markets is defined as a “most critical” business function. Capital Markets employees may be required to be available during any planned and unplanned business interruptions.
This position offers a competitive salary with excellent benefits and work environment and is based in Reston, VA.
FHLB-OF is not currently sponsoring work visas or transfers at this time. Green Card or citizenship required.
To apply, please submit your resume and cover letter to the following job link:
https://workforcenow.adp.com/jobs/apply/posting.html?client=fhlbof&jobId=70506&lang=en_US&source=CC3
Additional inquiries and questions can be emailed to Beth Cessna at bcessna@fhlb-of.com .
Superior Court of Fulton County
Atlanta, GA, United States
SUPERIOR COURT OF FULTON COUNTY
JOB ANNOUNCEMENT FOR THE POSITION OF:
Accountant I
Unclassified Position in the Superior Court Administrator’s Office
(Current Vacancy in the Business Services Division)
SALARY RANGE: B23 $36,386 - $58,254
CLOSING date : open until filled
The Superior Court of Fulton County Georgia (“Court”) has an exciting opportunity for an experienced Accountant I.
Superior Court is Georgia's busiest trial court of general jurisdiction. The Court seeks to provide a forum in which legal disputes between citizens can be resolved in a fair and efficient process with attention to equal access, impartiality, efficiency, and safety. After joining the Court, you will become part of a fast-paced team dedicated to providing the citizens of Fulton County with the service they deserve.
position overview
Incumbent in this class performs operational duties related to carrying out accounting activities. Responsibilities include performing bookkeeping and cash handling duties, processing accounts payables/receivables, entering data, and performing general financial support functions.
essential duties and responsibilities :
Performs a variety of accounting duties, such as bookkeeping, data entry, and general financial support functions.
Reviews and enters invoices, purchase orders, payment vouchers, and similar records of transactions in an automated financial/accounting system; posts adjusting entries. Receives, counts, verifies, batches, and records cash receipts; prepares and posts deposits; researches discrepancies; processes returned checks.
Maintains customer records and information; posts billings and processes invoices.
Maintains tax records; processes claims and recalculates taxes; prepares correspondence. Verifies, modifies, and reconciles accounts receivables from the courts; records and refunds bonds.
Compiles and processes data for assigned unit; verifies travel reimbursements.
Verifies and transmits information from claim forms; completes related reports.
Provides exceptional customer service; assists vendors and County personnel as required.
Perform office practices and procedures; Handle office equipment, including personal computers and related software; Cash handling and banking procedures; Governmental Accounting Procedures (GAP); Generally Accepted Accounting Principles (GAAP).
skills :
Performing mathematical computations; operating personal computers, including spreadsheet, database, word processing, and presentation software; operating on-line financial software systems; keyboarding and data entry; using a ten-key calculator; organizing and prioritizing work; maintaining accurate records; applying accounting procedures and principles in carrying out a variety of accounting tasks; recording, analyzing, and verifying accounting transactions; establishing and maintaining effective working relationships with other county personnel, officials, and the general public; communication and interpersonal techniques as applied to interaction with coworkers, supervisor, the general public, etc., sufficient to exchange or convey information and to receive work direction.
QUALIFICATIONS : Bachelor’s degree in accounting, business or public administration, or a related field, and one (1) year of accounting experience; or, a year for year interchange of indicated education and or experience equal to the minimum qualifications
EXAMINATION : The examination will consist of an evaluation of education and experience, accomplished by analysis of the application. Application must document that the applicant possesses the minimum knowledge, skills, education and experience as listed to be rated as qualified. If selected, an official, educational transcript is required at the time of employment for all degrees/course work used to qualify for this position.
TO APPLY:
Completed applications and resumes with letters of interest may be sent to the Superior Court Administrator’s Office via email: SCA.BusinessOffice@fultoncountyga.gov
Applications may be downloaded from the website at www.fultoncourt.org/employment/
***Please include the position title in the subject line of your email***
Mar 06, 2017
Full time
SUPERIOR COURT OF FULTON COUNTY
JOB ANNOUNCEMENT FOR THE POSITION OF:
Accountant I
Unclassified Position in the Superior Court Administrator’s Office
(Current Vacancy in the Business Services Division)
SALARY RANGE: B23 $36,386 - $58,254
CLOSING date : open until filled
The Superior Court of Fulton County Georgia (“Court”) has an exciting opportunity for an experienced Accountant I.
Superior Court is Georgia's busiest trial court of general jurisdiction. The Court seeks to provide a forum in which legal disputes between citizens can be resolved in a fair and efficient process with attention to equal access, impartiality, efficiency, and safety. After joining the Court, you will become part of a fast-paced team dedicated to providing the citizens of Fulton County with the service they deserve.
position overview
Incumbent in this class performs operational duties related to carrying out accounting activities. Responsibilities include performing bookkeeping and cash handling duties, processing accounts payables/receivables, entering data, and performing general financial support functions.
essential duties and responsibilities :
Performs a variety of accounting duties, such as bookkeeping, data entry, and general financial support functions.
Reviews and enters invoices, purchase orders, payment vouchers, and similar records of transactions in an automated financial/accounting system; posts adjusting entries. Receives, counts, verifies, batches, and records cash receipts; prepares and posts deposits; researches discrepancies; processes returned checks.
Maintains customer records and information; posts billings and processes invoices.
Maintains tax records; processes claims and recalculates taxes; prepares correspondence. Verifies, modifies, and reconciles accounts receivables from the courts; records and refunds bonds.
Compiles and processes data for assigned unit; verifies travel reimbursements.
Verifies and transmits information from claim forms; completes related reports.
Provides exceptional customer service; assists vendors and County personnel as required.
Perform office practices and procedures; Handle office equipment, including personal computers and related software; Cash handling and banking procedures; Governmental Accounting Procedures (GAP); Generally Accepted Accounting Principles (GAAP).
skills :
Performing mathematical computations; operating personal computers, including spreadsheet, database, word processing, and presentation software; operating on-line financial software systems; keyboarding and data entry; using a ten-key calculator; organizing and prioritizing work; maintaining accurate records; applying accounting procedures and principles in carrying out a variety of accounting tasks; recording, analyzing, and verifying accounting transactions; establishing and maintaining effective working relationships with other county personnel, officials, and the general public; communication and interpersonal techniques as applied to interaction with coworkers, supervisor, the general public, etc., sufficient to exchange or convey information and to receive work direction.
QUALIFICATIONS : Bachelor’s degree in accounting, business or public administration, or a related field, and one (1) year of accounting experience; or, a year for year interchange of indicated education and or experience equal to the minimum qualifications
EXAMINATION : The examination will consist of an evaluation of education and experience, accomplished by analysis of the application. Application must document that the applicant possesses the minimum knowledge, skills, education and experience as listed to be rated as qualified. If selected, an official, educational transcript is required at the time of employment for all degrees/course work used to qualify for this position.
TO APPLY:
Completed applications and resumes with letters of interest may be sent to the Superior Court Administrator’s Office via email: SCA.BusinessOffice@fultoncountyga.gov
Applications may be downloaded from the website at www.fultoncourt.org/employment/
***Please include the position title in the subject line of your email***
FairPoint Communications
Manchester, NH, United States
Job Summary:
The Accounting Manager coordinates activities related to the preparation and filing of accurate and timely financial statements. Incumbent is responsible for regulatory and tax compliance including analysis of financial results and suggests improvements. May work in multiple areas of accounting to include but not limited to general ledger, plant, project accounting, revenue, accounts payable, tax and regulatory accounting.
Performs job duties consistent within safety, legal, and regulatory requirements; company standards, culture and business practices. Acts with the highest level of business and personal ethical standards in all aspects of job performance.
Essential Duties & Responsibilities:
Responsible for reporting requirements for regulatory and accounting staff of FCC, USAC, NECA, IRS, State PUC and all taxing authorities.
Ensures proper charging and cost allocations for FairPoint companies and related inter-company affiliate transaction billings
Included among this positions specific job responsibilities are: 1).Preparation and filing of quarterly FCC Form 499-Qs and annual FCC Form 499-As; 2) Review, test and approve monthly Vertex (transaction tax0 system updates prior to release into the Kenan production billing system; 3). Review all Business Requirements Documents [“BRDs”] for product releases to determine affiliate transaction implications and code related product workbooks with accurate GL accounts, Product Codes and Tax Codes; 4). Respond to Requests For Proposal {“RFP”] received from Offer and Channel Management which generally seek specific taxes and fees that would apply to the proposal.
Communicates monthly financial results and analyses
Coordinates information and requests from internal and external auditors
Performs and/or monitors all accounting functions of assigned FairPoint companies and prepares monthly financial statements
Prepares written monthly financial statement analysis for all companies
Develops and monitors accounting policies and procedures for assigned FairPoint companies, fulfills operational audit role and functions
Compiles composite reports from individual reports of subordinates required by management or government agencies
Determines work procedures, prepares work schedules, and expedites workflow
Manages projects as required.
Provides guidance to application systems to ensure accuracy of financial information.
Develops and maintains internal control practices and procedures in accordance with SOX.
Additional Duties:
Supports staffing needs by working with management and Human Resources in the recruitment and selection process
Contributes to departmental activities and programs by accomplishing related tasks as needed
Knowledge, Skills & Abilities:
Knowledge of ERP systems; Lawson and/or Oracle preferred.
Strong hands on working experience with Microsoft tools (Excel, Word etc.)
Knowledge of standard accounting systems and generally accepted accounting principles.
Knowledge of or ability to quickly learn Federal, State, and Local tax laws and regulatory requirements.
Good analytical and quantitative skills.
Quick learner and self starter.
Excellent interpersonal, communication and organizational skills.
Excellent judgment and decision making abilities.
Management and leadership skills including coordination of people and resources, and ability to work with people to establish and achieve goals and objectives
Strong presentation skills; ability to present information clearly at all levels of the organization.
Required Education & Experience:
In order to accomplish the essential duties of this position, the incumbent must have a Bachelor’s Degree or equivalent in Accounting or Finance and 6 – 8 years of related experience, with at least one year of supervisory experience. CPA license, advanced degree, telecommunications industry experience, public accounting experience, and significant experience in area of specialty preferred.
Physical Demands & Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job, and the work environment characteristics are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is primarily performed in an office environment with minimal travel required.
FairPoint Communications reserves the right to change or revise duties and responsibilities as the need arises. This document is not a written or implied contract of employment.
FairPoint Communications is an Equal Opportunity/Affirmative Action Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Apply online at:
http://www.fairpoint.com/global/fp_careers/index.jsp
Nov 30, 2016
Full time
Job Summary:
The Accounting Manager coordinates activities related to the preparation and filing of accurate and timely financial statements. Incumbent is responsible for regulatory and tax compliance including analysis of financial results and suggests improvements. May work in multiple areas of accounting to include but not limited to general ledger, plant, project accounting, revenue, accounts payable, tax and regulatory accounting.
Performs job duties consistent within safety, legal, and regulatory requirements; company standards, culture and business practices. Acts with the highest level of business and personal ethical standards in all aspects of job performance.
Essential Duties & Responsibilities:
Responsible for reporting requirements for regulatory and accounting staff of FCC, USAC, NECA, IRS, State PUC and all taxing authorities.
Ensures proper charging and cost allocations for FairPoint companies and related inter-company affiliate transaction billings
Included among this positions specific job responsibilities are: 1).Preparation and filing of quarterly FCC Form 499-Qs and annual FCC Form 499-As; 2) Review, test and approve monthly Vertex (transaction tax0 system updates prior to release into the Kenan production billing system; 3). Review all Business Requirements Documents [“BRDs”] for product releases to determine affiliate transaction implications and code related product workbooks with accurate GL accounts, Product Codes and Tax Codes; 4). Respond to Requests For Proposal {“RFP”] received from Offer and Channel Management which generally seek specific taxes and fees that would apply to the proposal.
Communicates monthly financial results and analyses
Coordinates information and requests from internal and external auditors
Performs and/or monitors all accounting functions of assigned FairPoint companies and prepares monthly financial statements
Prepares written monthly financial statement analysis for all companies
Develops and monitors accounting policies and procedures for assigned FairPoint companies, fulfills operational audit role and functions
Compiles composite reports from individual reports of subordinates required by management or government agencies
Determines work procedures, prepares work schedules, and expedites workflow
Manages projects as required.
Provides guidance to application systems to ensure accuracy of financial information.
Develops and maintains internal control practices and procedures in accordance with SOX.
Additional Duties:
Supports staffing needs by working with management and Human Resources in the recruitment and selection process
Contributes to departmental activities and programs by accomplishing related tasks as needed
Knowledge, Skills & Abilities:
Knowledge of ERP systems; Lawson and/or Oracle preferred.
Strong hands on working experience with Microsoft tools (Excel, Word etc.)
Knowledge of standard accounting systems and generally accepted accounting principles.
Knowledge of or ability to quickly learn Federal, State, and Local tax laws and regulatory requirements.
Good analytical and quantitative skills.
Quick learner and self starter.
Excellent interpersonal, communication and organizational skills.
Excellent judgment and decision making abilities.
Management and leadership skills including coordination of people and resources, and ability to work with people to establish and achieve goals and objectives
Strong presentation skills; ability to present information clearly at all levels of the organization.
Required Education & Experience:
In order to accomplish the essential duties of this position, the incumbent must have a Bachelor’s Degree or equivalent in Accounting or Finance and 6 – 8 years of related experience, with at least one year of supervisory experience. CPA license, advanced degree, telecommunications industry experience, public accounting experience, and significant experience in area of specialty preferred.
Physical Demands & Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job, and the work environment characteristics are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is primarily performed in an office environment with minimal travel required.
FairPoint Communications reserves the right to change or revise duties and responsibilities as the need arises. This document is not a written or implied contract of employment.
FairPoint Communications is an Equal Opportunity/Affirmative Action Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Apply online at:
http://www.fairpoint.com/global/fp_careers/index.jsp
FairPoint Communications
Dodge City, KS, United States
The Accountant I position is responsible for providing financial information by researching and analyzing accounting data and preparing reports. May work in multiple areas of accounting including but not limited to general ledger, plant, project accounting, revenue, accounts payable, tax and regulatory accounting.
Performs job duties consistent within safety, legal, and regulatory requirements; company standards, culture and business practices. Acts with the highest level of business and personal ethical standards in all aspects of job performance.
Essential Duties & Responsibilities:
Reconcile and process GL reports.
Analyze financial performance by reviewing data at source account level.
Review and distribute GL entries.
Assist with budgets and forecasts.
Prepare balance sheet/profit and loss statement.
Documents financial transactions by compiling and analyzing financial information, preparing entries to accounts, and documenting business transactions.
Summarizes current financial status by collecting information and preparing monthly financial statements in accordance with FCC and PUC/PSC guidelines.
Recommends financial, policy and procedure changes and the accounting of reserves, assets and expenditures by reviewing and analyzing accounting options.
Satisfies internal and external auditor requirements by preparing work papers, reconciliations and revenue/expense analyses for the time period being audited.
Performs special projects, research and analysis as required.
Develops and maintains internal control practices and procedures in accordance with SOX.
Additional Duties:
Contributes to departmental activities and programs by accomplishing related tasks as needed.
Knowledge, Skills & Abilities:
Personal computer skills including spreadsheet, word processing, excel and database management.
Knowledge of ERP systems; Lawson and/or Oracle preferred.
Knowledge of standard accounting systems and generally accepted accounting principles.
Knowledge of Federal, State and Local tax laws and regulatory requirements.
Good analytical and quantitative skills.
Good communication and interpersonal skills.
Required Education & Experience:
In order to accomplish the essential duties of this position, the incumbent must have an Associate’s degree or equivalent and one to three years of experience.
Physical Demands & Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job, and the work environment characteristics are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The work environment is an office setting. The individual will work independently with minimal supervision as well as in a team.
FairPoint Communications reserves the right to change or revise duties and responsibilities as the need arises. This document is not a written or implied contract of employment.
FairPoint Communications is an Equal Opportunity/Affirmative Action Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Apply online at:
http://www.fairpoint.com/global/fp_careers/index.jsp
Oct 24, 2016
Full time
The Accountant I position is responsible for providing financial information by researching and analyzing accounting data and preparing reports. May work in multiple areas of accounting including but not limited to general ledger, plant, project accounting, revenue, accounts payable, tax and regulatory accounting.
Performs job duties consistent within safety, legal, and regulatory requirements; company standards, culture and business practices. Acts with the highest level of business and personal ethical standards in all aspects of job performance.
Essential Duties & Responsibilities:
Reconcile and process GL reports.
Analyze financial performance by reviewing data at source account level.
Review and distribute GL entries.
Assist with budgets and forecasts.
Prepare balance sheet/profit and loss statement.
Documents financial transactions by compiling and analyzing financial information, preparing entries to accounts, and documenting business transactions.
Summarizes current financial status by collecting information and preparing monthly financial statements in accordance with FCC and PUC/PSC guidelines.
Recommends financial, policy and procedure changes and the accounting of reserves, assets and expenditures by reviewing and analyzing accounting options.
Satisfies internal and external auditor requirements by preparing work papers, reconciliations and revenue/expense analyses for the time period being audited.
Performs special projects, research and analysis as required.
Develops and maintains internal control practices and procedures in accordance with SOX.
Additional Duties:
Contributes to departmental activities and programs by accomplishing related tasks as needed.
Knowledge, Skills & Abilities:
Personal computer skills including spreadsheet, word processing, excel and database management.
Knowledge of ERP systems; Lawson and/or Oracle preferred.
Knowledge of standard accounting systems and generally accepted accounting principles.
Knowledge of Federal, State and Local tax laws and regulatory requirements.
Good analytical and quantitative skills.
Good communication and interpersonal skills.
Required Education & Experience:
In order to accomplish the essential duties of this position, the incumbent must have an Associate’s degree or equivalent and one to three years of experience.
Physical Demands & Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job, and the work environment characteristics are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The work environment is an office setting. The individual will work independently with minimal supervision as well as in a team.
FairPoint Communications reserves the right to change or revise duties and responsibilities as the need arises. This document is not a written or implied contract of employment.
FairPoint Communications is an Equal Opportunity/Affirmative Action Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Apply online at:
http://www.fairpoint.com/global/fp_careers/index.jsp
For over 40 years, AA Party Rentals and ABC Special Event Rentals have led the Seattle market in customer service and quality of product. In 2015, these two businesses merged and rebranded under CORT Party Rental. While the name and look of the company may have changed, the same great people are here to provide you the exceptional service and solutions you can rely on for another 40 years and beyond.
CORT Party Rental provides expertise and equipment for all types of events. We specialize in décor and equipment for events such as weddings, festivals, concerts, corporate conferences and more.
Manages a variety of general office activities by performing the following duties personally or through subordinate supervisors.
Essential duties and responsibilities include the following. Other duties may be assigned.
Analyzes and organizes office operations and procedures such as bookkeeping, preparation of payrolls, personnel, information management, filing systems, requisition of supplies, and other clerical services.
Maximizes office productivity through proficient use of appropriate software applications.
Plans office layout, develops office budget, and initiates cost reduction programs.
Maintains contact with customers and outside vendors.
Prepares monthly financial reports.
Responsible for the protection of District assets.
Provides management with monthly forecasts.
Assigns workers responsibility for investigating and verifying financial status and reputation of prospective customers applying for credit, preparing documents to substantiate findings, and recommending rejection or approval of applications.
Establishes credit limitations on customer accounts and handles special credit arrangements and deviations from standard terms of payment.
Assigns responsibility for investigation of fraud cases and possible legal action and collection for worthless checks and delinquent bills.
Reviews collection reports to ascertain status of collections and balances outstanding and to evaluate effectiveness of current collection policies and procedures.
Audits delinquent accounts considered to be uncollectible to ensure maximum efforts have been taken before assigning bad debt status to account.
Coordinates with others, including personnel in company branches and credit card companies, to exchange information and update controls.
Compiles and analyzes statistical data on fraudulent use of credit cards to develop procedures designed to deter or prevent future abuses.
Job Requirements
SUPERVISORY RESPONSIBILITIES
Manages 1-2 subordinate supervisors who supervise a total of varies employees in the Credit and Collections and Accounting. Is responsible for the overall direction, coordination, and evaluation of these units. Also directly supervises varies non-supervisory employees. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION and/or EXPERIENCE
Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
REASONING ABILITY
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
COMPUTER SKILLS
PC systems and software proficient (Word, Excel, PowerPoint)
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand and walk.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Apply Here
Oct 13, 2016
Full time
For over 40 years, AA Party Rentals and ABC Special Event Rentals have led the Seattle market in customer service and quality of product. In 2015, these two businesses merged and rebranded under CORT Party Rental. While the name and look of the company may have changed, the same great people are here to provide you the exceptional service and solutions you can rely on for another 40 years and beyond.
CORT Party Rental provides expertise and equipment for all types of events. We specialize in décor and equipment for events such as weddings, festivals, concerts, corporate conferences and more.
Manages a variety of general office activities by performing the following duties personally or through subordinate supervisors.
Essential duties and responsibilities include the following. Other duties may be assigned.
Analyzes and organizes office operations and procedures such as bookkeeping, preparation of payrolls, personnel, information management, filing systems, requisition of supplies, and other clerical services.
Maximizes office productivity through proficient use of appropriate software applications.
Plans office layout, develops office budget, and initiates cost reduction programs.
Maintains contact with customers and outside vendors.
Prepares monthly financial reports.
Responsible for the protection of District assets.
Provides management with monthly forecasts.
Assigns workers responsibility for investigating and verifying financial status and reputation of prospective customers applying for credit, preparing documents to substantiate findings, and recommending rejection or approval of applications.
Establishes credit limitations on customer accounts and handles special credit arrangements and deviations from standard terms of payment.
Assigns responsibility for investigation of fraud cases and possible legal action and collection for worthless checks and delinquent bills.
Reviews collection reports to ascertain status of collections and balances outstanding and to evaluate effectiveness of current collection policies and procedures.
Audits delinquent accounts considered to be uncollectible to ensure maximum efforts have been taken before assigning bad debt status to account.
Coordinates with others, including personnel in company branches and credit card companies, to exchange information and update controls.
Compiles and analyzes statistical data on fraudulent use of credit cards to develop procedures designed to deter or prevent future abuses.
Job Requirements
SUPERVISORY RESPONSIBILITIES
Manages 1-2 subordinate supervisors who supervise a total of varies employees in the Credit and Collections and Accounting. Is responsible for the overall direction, coordination, and evaluation of these units. Also directly supervises varies non-supervisory employees. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION and/or EXPERIENCE
Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
REASONING ABILITY
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
COMPUTER SKILLS
PC systems and software proficient (Word, Excel, PowerPoint)
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand and walk.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Apply Here
