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Accounting Manager – Corporate Accounting Team-logo
Accounting Manager – Corporate Accounting Team
LPL FinancialSan Diego, California
Job Overview: The Accounting Manager, Controllership will be a key leader in the Controllership group and report to the AVP of Controllership. The Accounting Manager will be responsible for overseeing the accounting records, internal financial statements, providing accounting support and analysis for general and administrative expenses, and assisting in accounting for contracts. Responsibilities: Manage the monthly accounting close process, including review and approval of journal entries, account reconciliations, financial reporting deliverables and other review activities. Identify areas of improvement to derive enhanced methods for accelerating close timing, improving close accuracy, and enhancing controls. Provide leadership, coaching, and mentoring direction to Senior and/or Staff Accountants. Oversight of appropriate accounting procedures and control descriptions for those activities within the scope of the Controllership team. Support key initiatives within the group. Be an effective leader by helping to prioritize the G&A expense team’s work to align with department and company goals and work to positively impact employee engagement. Support regulatory requirements, which include SOX testing and reviewing audit schedules, reconciliations, etc. before providing to both internal and external audit on monthly/quarterly/annual basis. Ad hoc requests as determined by management. What are we looking for? We want strong collaborators who can deliver a world-class client experience . We are looking for people who thrive in a fast-paced environment, are client-focused, are ready to make positive change, team oriented , and are able to execute in a way that encourages creativity and continuous improvement . Requirements: BA/BS degree in Accounting or related fields. 7+ years of professional experience, with 2 to 3 years progressive experience leading teams. Strong understanding of internal controls. CPA license Core Competencies Demonstrate an ability to manage multiple projects and activities and adapt to change. Strong analytical and organizational skills. Effective communication skills and the ability to interact effectively with all levels of management and work in team-oriented environment. Excellent computer skills including intermediate Excel skills. Preferences: Ability to effectively collaborate well across multiple business functions. Experience in public accounting and broker/dealers is preferred. Experience in Contract accounting Strong attention to detail and demonstrated ability to multi-task are essential. Experience with Oracle Financials and Excel Spreadsheet Server is a plus. Experience working with auto-reconciliation tools, i.e. Trintech is a plus. Master’s degree is a plus #LI-PA Pay Range: 41.46-69.11/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC1.22.25

Posted 0 days ago

Principles of Accounting, Department of Accounting and Finance - Adjunct Faculty-logo
Principles of Accounting, Department of Accounting and Finance - Adjunct Faculty
StatesideFort Meade, Maryland
Adjunct Faculty Principles of Accounting Department of Accounting and Finance UMGC Stateside Location: Fort Meade, MD University of Maryland Global Campus (UMGC) seeks adjunct faculty to teach on-site in Fort Meade, MD in the Accounting program. Specifically, w e are seeking faculty for the following course(s): Principles of Accounting I (ACCT 220) : An introduction to the basic theory and techniques of contemporary financial accounting. The objective is to identify the fundamental principles of accounting, identify and analyze business transactions, prepare financial statements, and communicate this information to users with different needs. Topics include the accounting cycle, transactions, and the preparation of financial statements for single-owner business organizations that operate as service companies or merchandisers. Principles of Accounting II (ACCT 221) : Further study of contemporary accounting practices, with an emphasis on data analysis for financial and managerial accounting. The goal is to analyze business transactions, define the characteristics of business entities, explain the interdependency of financial statements, employ managerial accounting techniques, and communicate this information to users with unique needs. Financial accounting topics include liabilities, equities, investments, and business entities. Managerial accounting topics include job order and process costing, cost-volume-profit analysis, and budgets. Accounting Information Systems (ACCT 326): An introduction to accounting information systems (AIS) concepts. The objective is to evaluate how AIS tools are used to record, process, and analyze financial data; determine how best to integrate AIS tools and processes in a given organization; review and recommend controls to secure AIS applications and processes; and evaluate how technology can be used in AIS applications. Topics include transactional processing concepts and core AIS transactional cycles, basic control frameworks used to secure AIS applications and processes, strategies for implementing or upgrading AIS applications, information technology and accounting standards, and e-commerce and e-business. Required Education and Experience Master’s degree in Accounting or a related field from an accredited institution of higher learning Professional experience in Accounting or related field Experience teaching adult learners online and in higher education is strongly preferred Certification such as the CPA, CIA, CISA, or CFE This position is specifically to teach on-site at Fort Meade, MD. Materials needed for submission Resume/ Curriculum Vitae Cover letter highly preferred If selected, candidates with international degrees may be required to submit a translation/degree evaluation from a NACES approved vendor. Who We Are and Who We Serve UMGC—one of 12 degree-granting institutions in the University System of Maryland (USM)—is a mission-driven institution with seven core values that guide us in all we do. At the top of the list is "Students First,” and we strive to do just that for our 90,000 students at home and abroad. From its start in 1947, UMGC has demonstrated its commitment to adult learners. We recognize that adult students need flexibility and options. UMGC is proud to be a global, 24-hour, institution of higher learning. The typical UMGC student is an adult learner juggling a career, family, and other priorities. Roughly 80% work full time, half are parents, and half are minority students. They are continuing their education to better themselves, their families, and their professional opportunities. UMGC is also a leading higher education provider to the U.S. military, enrolling 55,000 active-duty service members, reservists, National Guard members, veterans, and family members annually. We are proud of our military heritage and are committed to this service. The Adjunct Faculty Role at UMGC UMGC is committed to helping students achieve success not only with us, but also in their professional fields. As a result, we actively seek faculty members who are scholar-practitioners: professionals who are actively and successfully engaged in their field who additionally wish to help the next generation of professionals grow in their knowledge and expertise through education. Your role as an adjunct faculty member will be to: Actively engage students through frequent interaction that motivates them to succeed, and conveys a genuine energy and enthusiasm for their learning. Guide students in active collaboration and the application of their learning in problem- and project-based learning demonstrations. Provide rich and regular constructive feedback, utilizing rubrics effectively for the assessment of student work, and acknowledging student accomplishments. Demonstrate relevant and current subject-matter expertise, and help students connect concepts across their academic program. Provide feedback to your program chair on possible curricular improvements. The Accounting Program at UMGC Please visit the following link to learn more about this program, including its description, outcomes, and coursework: Business & Management | UMGC Faculty Training at UMGC We are committed to your professional success at UMGC. Each new faculty member is required to successfully complete our online two-week new faculty orientation, FacDev 411, as a condition of hire. Position Available and will Remain Open until Filled Salary Commensurate with Experience All submissions should include a cover letter and resume . The University of Maryland Global Campus (UMGC) is an equal opportunity employer and complies with all applicable federal and state laws regarding nondiscrimination. UMGC is committed to a policy of equal opportunity for all persons and does not discriminate on the basis of race, color, national origin, age, marital status, sex, sexual orientation, gender identity, gender expression, disability, religion, ancestry, political affiliation or veteran status in employment, educational programs and activities, and admissions. Workplace Accommodations: The University of Maryland Global Campus Global Campus (UMGC) is committed to creating and maintaining a welcoming and inclusive working environment for people of all abilities. UMGC is dedicated to the principle that no qualified individual with a disability shall, based on disability, be excluded from participation in or be denied the benefits of the services, programs, or activities of the University, or be subjected to discrimination. For information about UMGC’s Reasonable Workplace Accommodation Policy or to request an accommodation, applicants/candidates can contact Employee Accommodations via email at employee-accommodations@umgc.edu . Benefits Package Highlights: Health Coverage: Access to health care, medical with vision, dental, and prescription plans for both individuals and families, effective from the 1st of the month following your hire date. NOTE: Adjuncts are not eligible for the State of Maryland subsidized rates. Adjuncts would be responsible for the total cost if enrolled. Insurance Options: Term Life Insurance and Accidental Death and Dismemberment Insurance. Supplemental Retirement Plans : include 401(k), 403(b), 457(b), and various Roth options. The university does not provide matching funds. For additional information please see: SS Adjunct Faculty_2020.pdf (umgc.edu) Hiring Range by Rank and Degree: Instructor: No Terminal Degree: Step 1 $806 - Step 11 $1,050 per credit hour Assistant Adjunct Professor: No Terminal Degree Step 1 $877 - Step 11 $1,127 per credit hour Assistant Adjunct Professor: Terminal Degree Step 1 $1,023 - Step 11 $1,288 per credit hour Associate Adjunct Professor: No Terminal Degree Step 1 $947 - Step 11 $1,205 per credit hour Associate Adjunct Professor: Terminal Degree Step 1 $1,202 - Step 11 $1,483 per credit hour Adjunct Professor: No Terminal Degree Step 1 $1,023 - Step 11 $1,288 per credit hour Adjunct Professor: Terminal Degree Step 1 $1,347 - Step 11 $1,645 per credit hour

Posted 0 days ago

Accounting, Department of Accounting and Finance - Adjunct Faculty-logo
Accounting, Department of Accounting and Finance - Adjunct Faculty
StatesidePearl City, Hawaii
Adjunct Faculty Accounting Department of Accounting and Finance UMGC Stateside Location: Pearl City, HI University of Maryland Global Campus (UMGC) seeks adjunct faculty to teach on-site in Pearl City, HI in the Accounting program. Specifically, w e are seeking faculty for the following course(s): Principles of Accounting I (ACCT 220) : An introduction to the basic theory and techniques of contemporary financial accounting. The objective is to identify the fundamental principles of accounting, identify and analyze business transactions, prepare financial statements, and communicate this information to users with different needs. Topics include the accounting cycle, transactions, and the preparation of financial statements for single-owner business organizations that operate as service companies or merchandisers. Principles of Accounting II (ACCT 221) : Further study of contemporary accounting practices, with an emphasis on financial and managerial accounting. The goal is to identify and analyze business transactions, define the characteristics of business entities, identify the interdependency of financial statements, employ managerial accounting techniques, and communicate this information to users with different needs. Financial accounting topics include liabilities, equities, investments, and business entities. Managerial accounting topics include job order and process costing, cost-volume-profit analysis, and budgets. Accounting Information Systems (ACCT 326): The objective is to evaluate how AIS tools are used to record, process, and analyze financial data; determine how best to integrate AIS tools and processes in a given organization; review and recommend controls to secure AIS applications and processes; and evaluate how technology can be used in AIS applications. Topics include transactional processing concepts and core AIS transactional cycles; basic control frameworks used to secure AIS applications and processes; strategies for implementing or upgrading AIS applications; information technology and accounting standards; and e-commerce and e-business. Required Education and Experience Master’s degree in Accounting or a related field from an accredited institution of higher learning Professional experience in Accounting or related field Experience teaching adult learners online and in higher education is strongly preferred Certification such as the CPA, CIA, CISA, or CFE This position is specifically to teach on-site at Pearl City, HI. Materials needed for submission Resume/ Curriculum Vitae Cover letter highly preferred If selected, candidates with international degrees may be required to submit a translation/degree evaluation from a NACES approved vendor. Who We Are and Who We Serve UMGC—one of 12 degree-granting institutions in the University System of Maryland (USM)—is a mission-driven institution with seven core values that guide us in all we do. At the top of the list is "Students First,” and we strive to do just that for our 90,000 students at home and abroad. From its start in 1947, UMGC has demonstrated its commitment to adult learners. We recognize that adult students need flexibility and options. UMGC is proud to be a global, 24-hour, institution of higher learning. The typical UMGC student is an adult learner juggling a career, family, and other priorities. Roughly 80% work full time, half are parents, and half are minority students. They are continuing their education to better themselves, their families, and their professional opportunities. UMGC is also a leading higher education provider to the U.S. military, enrolling 55,000 active-duty service members, reservists, National Guard members, veterans, and family members annually. We are proud of our military heritage and are committed to this service. The Adjunct Faculty Role at UMGC UMGC is committed to helping students achieve success not only with us, but also in their professional fields. As a result, we actively seek faculty members who are scholar-practitioners: professionals who are actively and successfully engaged in their field who additionally wish to help the next generation of professionals grow in their knowledge and expertise through education. Your role as an adjunct faculty member will be to: Actively engage students through frequent interaction that motivates them to succeed, and conveys a genuine energy and enthusiasm for their learning. Guide students in active collaboration and the application of their learning in problem- and project-based learning demonstrations. Provide rich and regular constructive feedback, utilizing rubrics effectively for the assessment of student work, and acknowledging student accomplishments. Demonstrate relevant and current subject-matter expertise, and help students connect concepts across their academic program. Provide feedback to your program chair on possible curricular improvements. The Accounting Program at UMGC Please visit the following link to learn more about this program, including its description, outcomes, and coursework: Business & Management | UMGC Faculty Training at UMGC We are committed to your professional success at UMGC. Each new faculty member is required to successfully complete our online two-week new faculty orientation, FacDev 411, as a condition of hire. Position Available and will Remain Open until Filled Salary Commensurate with Experience All submissions should include a cover letter and resume . The University of Maryland Global Campus (UMGC) is an equal opportunity employer and complies with all applicable federal and state laws regarding nondiscrimination. UMGC is committed to a policy of equal opportunity for all persons and does not discriminate on the basis of race, color, national origin, age, marital status, sex, sexual orientation, gender identity, gender expression, disability, religion, ancestry, political affiliation or veteran status in employment, educational programs and activities, and admissions. Workplace Accommodations: The University of Maryland Global Campus Global Campus (UMGC) is committed to creating and maintaining a welcoming and inclusive working environment for people of all abilities. UMGC is dedicated to the principle that no qualified individual with a disability shall, based on disability, be excluded from participation in or be denied the benefits of the services, programs, or activities of the University, or be subjected to discrimination. For information about UMGC’s Reasonable Workplace Accommodation Policy or to request an accommodation, applicants/candidates can contact Employee Accommodations via email at employee-accommodations@umgc.edu . Benefits Package Highlights: Health Coverage: Access to health care, medical with vision, dental, and prescription plans for both individuals and families, effective from the 1st of the month following your hire date. NOTE: Adjuncts are not eligible for the State of Maryland subsidized rates. Adjuncts would be responsible for the total cost if enrolled. Insurance Options: Term Life Insurance and Accidental Death and Dismemberment Insurance. Supplemental Retirement Plans : include 401(k), 403(b), 457(b), and various Roth options. The university does not provide matching funds. For additional information please see: SS Adjunct Faculty_2020.pdf (umgc.edu) Hiring Range by Rank and Degree: Instructor: No Terminal Degree: Step 1 $806 - Step 11 $1,050 per credit hour Assistant Adjunct Professor: No Terminal Degree Step 1 $877 - Step 11 $1,127 per credit hour Assistant Adjunct Professor: Terminal Degree Step 1 $1,023 - Step 11 $1,288 per credit hour Associate Adjunct Professor: No Terminal Degree Step 1 $947 - Step 11 $1,205 per credit hour Associate Adjunct Professor: Terminal Degree Step 1 $1,202 - Step 11 $1,483 per credit hour Adjunct Professor: No Terminal Degree Step 1 $1,023 - Step 11 $1,288 per credit hour Adjunct Professor: Terminal Degree Step 1 $1,347 - Step 11 $1,645 per credit hour

Posted 0 days ago

Aprio PH - Accounting Manager, GL Close (US Accounting)-logo
Aprio PH - Accounting Manager, GL Close (US Accounting)
AprioClark, NJ
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Finance Team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Accounting Manager to join their dynamic team. Position Responsibilities Lead and manage our offshore accounting team to ensure that all transactions are recorded, reconciled, and reported in a timely manner. Continually challenge the status quo and review processes for efficiencies to enable scalability. Develop & maintain processes that consistently enables a 10-day month end close. Maintain your team's compliance with the monthly accounting close checklist. Ensure accounting internal controls are followed and maintained throughout the process. Manage the accuracy and completeness of offshore team's workpapers for all processes. Work with the Accounting Operations Manager US, to reconcile complex balance sheet accounts and resolve any discrepancies. Ensure bank statements are appropriately reconciled to ensure all transactions are accounted for and accurately recorded. Record any adjusting entries, such as depreciation or accruals. Work with our Performance Insights team to analyze variances between budgeted and actual results and make adjusting entries if necessary. Oversee local staff who support our accounts payable, GL close and other process to provide training, development and ongoing support. Build strong relationships with the finance team, other Aprio teams and key stakeholders. Reporting Structure This role reports directly to the Accounting Operations Manager, who reports to the CFO. This role will help build our offshore accounting team. Qualifications: Amenable to work night shift (8:00 PM to 5:00 AM PHT) Bachelor's degree in accounting, finance, or related field; CPA or CPA-track is strongly preferred. 5 - 7 years of experience in accounting and financial reporting roles, with a minimum of 2 years in a management position. Proven track record of managing accounting and financial reporting functions, including managing month-end close processes and coordinating audits. Excellent communication and management skills, with the ability to manage and develop a high-performing accounting team. Highly organized and methodical. Ability to work effectively in a fast-paced, dynamic environment and prioritize competing demands. Advanced proficiency in Microsoft Excel and accounting software. Sage Intacct experience preferred but not required. Organized and detail-oriented with the ability to multi-task and prioritize responsibilities. Results oriented with a process improvement & growth mindset. Experience using Intacct for accounting general ledger is preferred but not required. Perks/Benefits we offer for full-time team members: Wellness program HMO coverage Rewards and Recognition program Free shuttle service (provided by CDC | for onsite employees) Free lunch meal (For onsite employees) On-demand learning classes Discretionary time off and Holidays Performance-based salary increase Discretionary incentive compensation based on client or individual performance Hybrid set up to selected roles/location, terms and conditions may apply CPA & Certification Assistance and Bonus Program What's in it for you: Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture. Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. Competitive compensation: You will be rewarded with competitive compensation. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Posted 3 weeks ago

Accounting Specialist-Client Accounting Services, Family Office-logo
Accounting Specialist-Client Accounting Services, Family Office
Baker Tilly Virchow Krause, LLPFrisco, TX
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory? If yes, consider joining Baker Tilly (BT) as a Family Office Accounting Specialist! Our Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients. The services provided range from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: You crave the opportunity to be part of a fast growing, family office practice where your hard work and creativity will be rewarded You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to: Accounts payable processing Researching and resolving issues or discrepancies with clients' accounts, bill pay or invoices Responding to client requests and inquiries Managing vendor relationships, requests, and payments Monitoring accounts to ensure payments are up to date Performing monthly reconciliations of client credit cards and providing reports as needed Providing accurate documentation in accordance with records retention policies and procedures Assisting with year-end reporting of 1099s Managing charitable contribution letters for annual tax packages Handling special projects as needed Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: Bachelor's degree in Business, Accounting, Finance, or related field CPA eligible preferred 0 to 3 years of accounting, accounts payable or bookkeeping experience Familiar with Microsoft Office; QuickBooks experience preferred High attention to detail, problem solver & intellectually curious Adhere to the highest level of confidentiality An understanding of professional services and client service Strong interpersonal skills with an approachable and professional demeanor

Posted 2 weeks ago

Investor Accounting Analyst II - Internal Accounting-logo
Investor Accounting Analyst II - Internal Accounting
Keybank National AssociationOverland Park, KS
Location: 11501 Outlook Street- Overland Park, Kansas 66211 JOB DESCRIPTION Under the direction of the Internal Accounting Manager, the person will be part of the team who's responsible are to setup and monitor PAT loans, reconcile various daily bank accounts, process daily work log files- Internal transfers, ACH, & Wires; process daily wire files; setup, monitor and administer Energy transactions and various other tasks as dictated by the department head. ESSENTIAL JOB FUNCTIONS Transaction Processing Daily processing of book transfers, ACH's and wire transfers from RECWeb Work log for various departments under multiple deadlines and constraints. Daily processing of internal money movements associated with voided checks, payment reversals and other like activity of the servicing portfolio. Pre-Authorized Transfer (PAT) setup and ongoing maintenance related to payment activity. Assist in the timely processing and funding of New Loans while working closely with closers to ensure funds are processed accurately. Daily balancing activity to ensure cash and system processing equal prior to day end cycling. Manage interaction with Corporate Accounting on issues concerning the General Ledger. Bank Reconciliations Daily balancing of all incoming receipt accounts to ensure proper resolution of unidentified recon items. Escalate stale recon items timely for resolution. Daily balancing of all outgoing disbursement accounts to insure proper resolution of unidentified recon items. Escalate stale recon items timely for resolution. Daily balancing of other clearing accounts, including NSF Account, CoreLogic/SLK Account, Cash Management Clearing, RESI Flood, and others as required. Daily, weekly and monthly reconciliations of various collection, escrow and reserve accounts. Daily monitoring of outstanding check register, clearing stale dated checks in a timely fashion. Interact with Corporate Accounting on issues concerning the General Ledger. Energy Servicing Review legal agreements to identify intended role and establishment of bank accounts per project. Process daily, weekly and monthly reconciliations of various energy bank accounts. Process monthly, quarterly and "upon request" withdrawal requests per project via the RECWeb Work log process. Customer Service Provide quality and timely responses to all Internal Accounting customers (senior management, account managers, lenders, legal counsel, external banks, borrowers, title companies, etc.) MARGINAL OR PERIPHERAL FUNCTIONS Assist other Internal Accounting Departments as required. Assist peers in reconcilement issues/questions as requested. Participate in special projects as needed, i.e. participate in the testing phase of upgrades, enhancements to the system, and audits REQUIRED SKILLS Strong knowledge of Borrower Ownership structures B.S. in Accounting, Finance or related business field and/or comparable experience or 5 years relevant job experience in banking/account/commercial mortgage servicing Excellent written/verbal communication skills, as well as a high degree of analytical skills. Excellent organizational skills, with ability to efficiently handle multiple tasks and deadlines. Demonstrated organization, prioritization/detail-orientation skills Demonstrated ability to work independently with minimal supervision. PREFERRED SKILLS Experience in commercial mortgage loan accounting Experience in Banking Minimum 1+ years' experience in commercial mortgage real estate lending Experience in understanding various legal documents associated with commercial loans Efficient in the use of word processing, spreadsheet and email software, such as Microsoft Word, Excel and Outlook Team oriented and flexible Analyze issues and seek to improve and simplify work processes EQUIPMENT USED Personal Laptop Computer with Dual Monitors Standard office equipment (fax machine, phone calculator, printer/scanner/copier) TRAINING PROVIDED On-the-Job Designated continuing education and related courses throughout the year (35 hours minimum annually) Job Posting Expiration Date: KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Posted 4 days ago

Accounting Specialist-Client Accounting Services, Family Office-logo
Accounting Specialist-Client Accounting Services, Family Office
Baker Tilly Virchow Krause, LLPHouston, TX
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory? If yes, consider joining Baker Tilly (BT) as a Family Office Accounting Specialist! Our Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients. The services provided range from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: You crave the opportunity to be part of a fast growing, family office practice where your hard work and creativity will be rewarded You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to: Accounts payable processing Researching and resolving issues or discrepancies with clients' accounts, bill pay or invoices Responding to client requests and inquiries Managing vendor relationships, requests, and payments Monitoring accounts to ensure payments are up to date Performing monthly reconciliations of client credit cards and providing reports as needed Providing accurate documentation in accordance with records retention policies and procedures Assisting with year-end reporting of 1099s Managing charitable contribution letters for annual tax packages Handling special projects as needed Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: Bachelor's degree in Business, Accounting, Finance, or related field CPA eligible preferred 0 to 3 years of accounting, accounts payable or bookkeeping experience Familiar with Microsoft Office; QuickBooks experience preferred High attention to detail, problem solver & intellectually curious Adhere to the highest level of confidentiality An understanding of professional services and client service Strong interpersonal skills with an approachable and professional demeanor

Posted 2 weeks ago

Accounting Specialist-Client Accounting Services, Family Office-logo
Accounting Specialist-Client Accounting Services, Family Office
Baker Tilly Virchow Krause, LLPAustin, TX
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory? If yes, consider joining Baker Tilly (BT) as a Family Office Accounting Specialist! Our Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients. The services provided range from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: You crave the opportunity to be part of a fast growing, family office practice where your hard work and creativity will be rewarded You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to: Accounts payable processing Researching and resolving issues or discrepancies with clients' accounts, bill pay or invoices Responding to client requests and inquiries Managing vendor relationships, requests, and payments Monitoring accounts to ensure payments are up to date Performing monthly reconciliations of client credit cards and providing reports as needed Providing accurate documentation in accordance with records retention policies and procedures Assisting with year-end reporting of 1099s Managing charitable contribution letters for annual tax packages Handling special projects as needed Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: Bachelor's degree in Business, Accounting, Finance, or related field CPA eligible preferred 0 to 3 years of accounting, accounts payable or bookkeeping experience Familiar with Microsoft Office; QuickBooks experience preferred High attention to detail, problem solver & intellectually curious Adhere to the highest level of confidentiality An understanding of professional services and client service Strong interpersonal skills with an approachable and professional demeanor

Posted 2 weeks ago

Adjunct Faculty In Accounting - Financial Accounting For Managers - Hybrid, Chamblee, GA Campus-logo
Adjunct Faculty In Accounting - Financial Accounting For Managers - Hybrid, Chamblee, GA Campus
Strategic Education, Inc.Chamblee, GA
Provides quality education and maintains high standards of academic excellence in teaching assigned courses in the discipline. The Adjunct hybrid faculty roles teach assigned courses in person and asynchronously online. This role also maintains office hours as assigned. NOTE: Applications must include copies of ALL unofficial transcripts to receive full consideration. Campus Location: Chamblee, GA, Strayer Campus Address: 2965 Flowers Rd S Ste 100, Chamblee, GA 30341 Essential Duties & Responsibilities: Are you looking for a rewarding career where you can change lives? Strayer University is seeking a dynamic Adjunct Faculty member to join our academics team. We are currently in search of a passionate professor for graduate-level Accounting- ACC556: Financial Accounting for Managers class for the upcoming Summer quarter, starting July 7th in a hybrid format. The hybrid format is described as teaching the course in both the in-person and online modalities. This role requires 11 in-person meeting sessions for 2 hours every week held at a predetermined scheduled time (day/evening) at a specific Strayer University Campus. The balance of the course is instructed asynchronously online. Strayer Adjunct Faculty are not just instructors; they are also coaches and mentors. Our faculty members strive to ignite a life-long love of learning in our students and to be flexible with their diverse learning styles. We believe in a strong faculty-student relationship and building a community in the classroom. Teach courses as assigned from a pre-designed curriculum and utilize your professional expertise to provide high-quality instruction. Enhance the strength and effectiveness of the curriculum using technology and videos. Arrive on-campus at least half an hour prior to the start time of in-person sessions per week during the academic quarter. Utilize the online learning platform to enrich the student learning experience for the online component of the course. Be available to students via email, phone, text, and office hours to ensure students receive quality feedback in a timely manner to support their academic success. Establish high standards and ensure students understand how they will be evaluated. Adhere to University policies and procedures. Attend faculty meetings and workshops or training as required. Job Skills: Demonstrated knowledge of academic technology. Proficient with Microsoft Office (Excel, PowerPoint, etc.) software and overall computer skills. Demonstrated knowledge of academic evaluation. Proficiency in oral presentation skills, planning, and organizing of course objectives. Must have strong computer skills (Excel, PowerPoint, etc.). Excellent oral and written communication skills. Effective time management skills. Work Experience: Teaching experience at the college level and online teaching experience are strongly preferred. 5 years of professional experience in accounting-related positions required Education: All degrees must be conferred and from an accredited institution to be considered. Doctorate in Accounting required OR Doctorate in Business-related discipline (with an accounting concentration or accompanied by a Master's degree in accounting) required CPA license preferred (active or inactive) Certificates, licenses, and registrations: Professional certification in discipline specialty (if applicable). Other: Must be able to travel weekly to the required location(s). Must be able to lift 25 lbs. Typical office setting. Mobility within the office including movement from floor to floor. Travel via plane, car, and metro may be required to perform this job. Must be able to work more than 40 hours per week when business needs warrant. Access information using a computer. Effectively communicate, both up and down the management chain. Effectively cope with stressful situations. Strong mental acuity. Regular, dependable attendance and punctuality are essential functions of this job. Other essential functions and marginal job functions are subject to modification. Who we are Work is changing. The economy is rapidly transforming. We're innovating education and transforming learning to help people prepare for the workforce - today and in the future. Our INNOVATION is powered by the belief that today's workforce cannot be supported by yesterday's education. To be RELEVANT now and in the future, we need to transform learning to create an experience that delivers RESULTS. About- Careers- Who We Are, Strategic Education, Inc. Leadership behaviors At Strategic Education, Inc., our leadership behaviors guide everything we do and the culture we're building. They unite us in delivering on our mission. They reflect the way we approach our work and treat each other. They inspire us to do the right thing for our students, as well as for our employees. They represent who we are and what we aspire to be. About- Careers- Leadership Behaviors, Strategic Education, Inc. #LI-PA1 SEI offers a comprehensive package of benefits to employees scheduled 30 hours or more per week. In addition to medical, dental, vision, life and disability plans, SEI employees may take advantage of well-being incentives, parental leave, paid time off, certain paid holidays, tax saving accounts (FSA, HSA), 401(k) retirement benefit, Employee Stock Purchase Plan, tuition assistance as well as entertainment and retail discounts. Non-exempt employees are eligible for overtime pay, if applicable. Careers- Our Benefits, Strategic Education, Inc SEI is an equal opportunity employer committed to fostering an inclusive and collaborative culture where individuals can grow their careers and contribute fully. We strive to attract talent with broad experiences, skills and perspectives. We welcome applications from all. Strayer University Adjunct Faculty are compensated based on the number and type of course(s) that are taught in a given quarter. Currently, compensation for courses ranges from $2,300 - $3,100. If you require reasonable accommodations to complete our application process, please contact our Human Resources Department at Careers@strategiced.com.

Posted 2 weeks ago

Accounting Specialist-Client Accounting Services, Family Office-logo
Accounting Specialist-Client Accounting Services, Family Office
Baker Tilly Virchow Krause, LLPAustin, TX
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory? If yes, consider joining Baker Tilly (BT) as a Family Office Accounting Specialist! Our Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients. The services provided range from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: You crave the opportunity to be part of a fast growing, family office practice where your hard work and creativity will be rewarded You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to: Accounts payable processing Researching and resolving issues or discrepancies with clients' accounts, bill pay or invoices Responding to client requests and inquiries Managing vendor relationships, requests, and payments Monitoring accounts to ensure payments are up to date Performing monthly reconciliations of client credit cards and providing reports as needed Providing accurate documentation in accordance with records retention policies and procedures Assisting with year-end reporting of 1099s Managing charitable contribution letters for annual tax packages Handling special projects as needed Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: Bachelor's degree in Business, Accounting, Finance, or related field CPA eligible preferred 0 to 3 years of accounting, accounts payable or bookkeeping experience Familiar with Microsoft Office; QuickBooks experience preferred High attention to detail, problem solver & intellectually curious Adhere to the highest level of confidentiality An understanding of professional services and client service Strong interpersonal skills with an approachable and professional demeanor

Posted 2 weeks ago

Senior Accountant, General Accounting - Reinsurance Accounting (Hybrid Birmingham, Alabama)-logo
Senior Accountant, General Accounting - Reinsurance Accounting (Hybrid Birmingham, Alabama)
ProtectiveBirmingham, AL
This position will assist in the oversight of the accounting/reporting process for multiple reinsurers. More specifically, this position is responsible for completing various monthly and quarterly accounting responsibilities including general ledger and insurance subledger journal entries, reporting packages/deliverables, reconciliations for reinsurance accounts, and other various assigned duties related to reinsurance accounting work. This position will help ensure data integrity by analyzing work and providing support. As part of the Reinsurance Accounting department, part of their analysis will involve treaties with our reinsurance partners. The position will also be involved in setting up new processes for acquisitions and new treaties. Duties/Responsibilities: Responsible for booking monthly and quarterly activity, ensuring calculations and entries are accurate for multiple agreements. Responsible for completing monthly and quarterly deliverables, including settlement statements, cession entry checks, and various other reports and deliverables. Responsible for analyzing results and providing additional support and explanation when needed. Responsible for preparation of key account reconciliations. Responsible for researching key variance and/or anomalies and reaching out to the appropriate departments to explain or correct. Assist with support for internal and external auditors for quarterly and annual reviews. Serve as one of the points of contact for both internal and external parties to assist with support for inquiries. Assist with various statutory statements and exhibits as assigned. Cross-training within the team Assist with process improvement and automating manual processes. Other accounting and financial job duties as assigned. Qualifications: Bachelor’s degree in accounting required Minimum of 3-5 years of experience in accounting Strong analytical, critical thinking and problem-solving skills. Excellent communication and interpersonal abilities. Proficiency in accounting software and Microsoft Office Suite. Detail-oriented with a high level of accuracy. Ability to manage multiple priorities and meet deadlines. Ability to work independently with minimal supervision and part of a team as required. Preferred Qualifications CPA or equivalent certification preferred Insurance Industry experience Experience with SAP Protective’s targeted salary range for this position is $62,000 to $80,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective’s total compensation package for employees. This position also offers additional incentive opportunities through an annual incentive based on individual and Company performance. #LI-EH1

Posted 30+ days ago

Principles of Accounting, Department of Accounting and Finance - Adjunct Faculty-logo
Principles of Accounting, Department of Accounting and Finance - Adjunct Faculty
StatesideSan Antonio, Texas
Adjunct Faculty Principles of Accounting Department of Accounting and Finance UMGC Stateside Location: San Antonio, TX University of Maryland Global Campus (UMGC) seeks adjunct faculty to teach on-site in San Antonio, TX in the Accounting program. Specifically, w e are seeking faculty for the following course(s): Principles of Accounting I (ACCT 220) : An introduction to the basic theory and techniques of contemporary financial accounting. The objective is to identify the fundamental principles of accounting, identify and analyze business transactions, prepare financial statements, and communicate this information to users with different needs. Topics include the accounting cycle, transactions, and the preparation of financial statements for single-owner business organizations that operate as service companies or merchandisers. Principles of Accounting II (ACCT 221) : Further study of contemporary accounting practices, with an emphasis on data analysis for financial and managerial accounting. The goal is to analyze business transactions, define the characteristics of business entities, explain the interdependency of financial statements, employ managerial accounting techniques, and communicate this information to users with unique needs. Financial accounting topics include liabilities, equities, investments, and business entities. Managerial accounting topics include job order and process costing, cost-volume-profit analysis, and budgets. Accounting Information Systems (ACCT 326): An introduction to accounting information systems (AIS) concepts. The objective is to evaluate how AIS tools are used to record, process, and analyze financial data; determine how best to integrate AIS tools and processes in a given organization; review and recommend controls to secure AIS applications and processes; and evaluate how technology can be used in AIS applications. Topics include transactional processing concepts and core AIS transactional cycles, basic control frameworks used to secure AIS applications and processes, strategies for implementing or upgrading AIS applications, information technology and accounting standards, and e-commerce and e-business. Required Education and Experience Master’s degree in Accounting or a related field from an accredited institution of higher learning Professional experience in Accounting or related field Experience teaching adult learners online and in higher education is strongly preferred Certification such as the CPA, CIA, CISA, or CFE This position is specifically to teach on-site at San Antonio, TX. Materials needed for submission Resume/ Curriculum Vitae Cover letter highly preferred If selected, candidates with international degrees may be required to submit a translation/degree evaluation from a NACES approved vendor. Who We Are and Who We Serve UMGC—one of 12 degree-granting institutions in the University System of Maryland (USM)—is a mission-driven institution with seven core values that guide us in all we do. At the top of the list is "Students First,” and we strive to do just that for our 90,000 students at home and abroad. From its start in 1947, UMGC has demonstrated its commitment to adult learners. We recognize that adult students need flexibility and options. UMGC is proud to be a global, 24-hour, institution of higher learning. The typical UMGC student is an adult learner juggling a career, family, and other priorities. Roughly 80% work full time, half are parents, and half are minority students. They are continuing their education to better themselves, their families, and their professional opportunities. UMGC is also a leading higher education provider to the U.S. military, enrolling 55,000 active-duty service members, reservists, National Guard members, veterans, and family members annually. We are proud of our military heritage and are committed to this service. The Adjunct Faculty Role at UMGC UMGC is committed to helping students achieve success not only with us, but also in their professional fields. As a result, we actively seek faculty members who are scholar-practitioners: professionals who are actively and successfully engaged in their field who additionally wish to help the next generation of professionals grow in their knowledge and expertise through education. Your role as an adjunct faculty member will be to: Actively engage students through frequent interaction that motivates them to succeed, and conveys a genuine energy and enthusiasm for their learning. Guide students in active collaboration and the application of their learning in problem- and project-based learning demonstrations. Provide rich and regular constructive feedback, utilizing rubrics effectively for the assessment of student work, and acknowledging student accomplishments. Demonstrate relevant and current subject-matter expertise, and help students connect concepts across their academic program. Provide feedback to your program chair on possible curricular improvements. The Accounting Program at UMGC Please visit the following link to learn more about this program, including its description, outcomes, and coursework: Business & Management | UMGC Faculty Training at UMGC We are committed to your professional success at UMGC. Each new faculty member is required to successfully complete our online two-week new faculty orientation, FacDev 411, as a condition of hire. Position Available and will Remain Open until Filled Salary Commensurate with Experience All submissions should include a cover letter and resume . The University of Maryland Global Campus (UMGC) is an equal opportunity employer and complies with all applicable federal and state laws regarding nondiscrimination. UMGC is committed to a policy of equal opportunity for all persons and does not discriminate on the basis of race, color, national origin, age, marital status, sex, sexual orientation, gender identity, gender expression, disability, religion, ancestry, political affiliation or veteran status in employment, educational programs and activities, and admissions. Workplace Accommodations: The University of Maryland Global Campus Global Campus (UMGC) is committed to creating and maintaining a welcoming and inclusive working environment for people of all abilities. UMGC is dedicated to the principle that no qualified individual with a disability shall, based on disability, be excluded from participation in or be denied the benefits of the services, programs, or activities of the University, or be subjected to discrimination. For information about UMGC’s Reasonable Workplace Accommodation Policy or to request an accommodation, applicants/candidates can contact Employee Accommodations via email at employee-accommodations@umgc.edu . Benefits Package Highlights: Health Coverage: Access to health care, medical with vision, dental, and prescription plans for both individuals and families, effective from the 1st of the month following your hire date. NOTE: Adjuncts are not eligible for the State of Maryland subsidized rates. Adjuncts would be responsible for the total cost if enrolled. Insurance Options: Term Life Insurance and Accidental Death and Dismemberment Insurance. Supplemental Retirement Plans : include 401(k), 403(b), 457(b), and various Roth options. The university does not provide matching funds. For additional information please see: SS Adjunct Faculty_2020.pdf (umgc.edu) Hiring Range by Rank and Degree: Instructor: No Terminal Degree: Step 1 $806 - Step 11 $1,050 per credit hour Assistant Adjunct Professor: No Terminal Degree Step 1 $877 - Step 11 $1,127 per credit hour Assistant Adjunct Professor: Terminal Degree Step 1 $1,023 - Step 11 $1,288 per credit hour Associate Adjunct Professor: No Terminal Degree Step 1 $947 - Step 11 $1,205 per credit hour Associate Adjunct Professor: Terminal Degree Step 1 $1,202 - Step 11 $1,483 per credit hour Adjunct Professor: No Terminal Degree Step 1 $1,023 - Step 11 $1,288 per credit hour Adjunct Professor: Terminal Degree Step 1 $1,347 - Step 11 $1,645 per credit hour

Posted 0 days ago

Accounting Manager – Corporate Accounting Team-logo
Accounting Manager – Corporate Accounting Team
LPL Financial CorpSan Diego, California
Job Overview: The Accounting Manager, Controllership will be a key leader in the Controllership group and report to the AVP of Controllership. The Accounting Manager will be responsible for overseeing the accounting records, internal financial statements, providing accounting support and analysis for general and administrative expenses, and assisting in accounting for contracts. Responsibilities: Manage the monthly accounting close process, including review and approval of journal entries, account reconciliations, financial reporting deliverables and other review activities. Identify areas of improvement to derive enhanced methods for accelerating close timing, improving close accuracy, and enhancing controls. Provide leadership, coaching, and mentoring direction to Senior and/or Staff Accountants. Oversight of appropriate accounting procedures and control descriptions for those activities within the scope of the Controllership team. Support key initiatives within the group. Be an effective leader by helping to prioritize the G&A expense team’s work to align with department and company goals and work to positively impact employee engagement. Support regulatory requirements, which include SOX testing and reviewing audit schedules, reconciliations, etc. before providing to both internal and external audit on monthly/quarterly/annual basis. Ad hoc requests as determined by management. What are we looking for? We want strong collaborators who can deliver a world-class client experience . We are looking for people who thrive in a fast-paced environment, are client-focused, are ready to make positive change, team oriented , and are able to execute in a way that encourages creativity and continuous improvement . Requirements: BA/BS degree in Accounting or related fields. 7+ years of professional experience, with 2 to 3 years progressive experience leading teams. Strong understanding of internal controls. CPA license Core Competencies Demonstrate an ability to manage multiple projects and activities and adapt to change. Strong analytical and organizational skills. Effective communication skills and the ability to interact effectively with all levels of management and work in team-oriented environment. Excellent computer skills including intermediate Excel skills. Preferences: Ability to effectively collaborate well across multiple business functions. Experience in public accounting and broker/dealers is preferred. Experience in Contract accounting Strong attention to detail and demonstrated ability to multi-task are essential. Experience with Oracle Financials and Excel Spreadsheet Server is a plus. Experience working with auto-reconciliation tools, i.e. Trintech is a plus. Master’s degree is a plus #LI-PA Pay Range: 41.46-69.11/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC1.22.25

Posted 0 days ago

Adjunct Faculty in Accounting - Financial Accounting for Managers - Hybrid, Chamblee, GA Campus-logo
Adjunct Faculty in Accounting - Financial Accounting for Managers - Hybrid, Chamblee, GA Campus
Strayer UniversityChamblee, Georgia
Provides quality education and maintains high standards of academic excellence in teaching assigned courses in the discipline. The Adjunct hybrid faculty roles teach assigned courses in person and asynchronously online. This role also maintains office hours as assigned. NOTE: Applications must include copies of ALL unofficial transcripts to receive full consideration. Campus Location: Chamblee, GA, Strayer Campus Address: 2965 Flowers Rd S Ste 100, Chamblee, GA 30341 Essential Duties & Responsibilities: Are you looking for a rewarding career where you can change lives? Strayer University is seeking a dynamic Adjunct Faculty member to join our academics team. We are currently in search of a passionate professor for graduate-level Accounting- ACC556: Financial Accounting for Managers class for the upcoming Summer quarter, starting July 7th in a hybrid format . The hybrid format is described as teaching the course in both the in-person and online modalities. This role requires 11 in-person meeting sessions for 2 hours every week held at a predetermined scheduled time (day/evening) at a specific Strayer University Campus. The balance of the course is instructed asynchronously online. Strayer Adjunct Faculty are not just instructors; they are also coaches and mentors. Our faculty members strive to ignite a life-long love of learning in our students and to be flexible with their diverse learning styles. We believe in a strong faculty-student relationship and building a community in the classroom. Teach courses as assigned from a pre-designed curriculum and utilize your professional expertise to provide high-quality instruction. Enhance the strength and effectiveness of the curriculum using technology and videos. Arrive on-campus at least half an hour prior to the start time of in-person sessions per week during the academic quarter. Utilize the online learning platform to enrich the student learning experience for the online component of the course. Be available to students via email, phone, text, and office hours to ensure students receive quality feedback in a timely manner to support their academic success. Establish high standards and ensure students understand how they will be evaluated. Adhere to University policies and procedures. Attend faculty meetings and workshops or training as required. Job Skills: Demonstrated knowledge of academic technology. Proficient with Microsoft Office (Excel, PowerPoint, etc.) software and overall computer skills. Demonstrated knowledge of academic evaluation. Proficiency in oral presentation skills, planning, and organizing of course objectives. Must have strong computer skills (Excel, PowerPoint, etc.). Excellent oral and written communication skills. Effective time management skills. Work Experience: Teaching experience at the college level and online teaching experience are strongly preferred. 5 years of professional experience in accounting-related positions required Education: All degrees must​ be conferred and from an accredited institution to be considered. Doctorate in Accounting required OR Doctorate in Business-related discipline (with an accounting concentration or accompanied by a Master’s degree in accounting) required CPA license preferred (active or inactive) Certificates, licenses, and registrations: Professional certification in discipline specialty (if applicable). Other: Must be able to travel weekly to the required location(s). Must be able to lift 25 lbs. Typical office setting. Mobility within the office including movement from floor to floor. Travel via plane, car, and metro may be required to perform this job. Must be able to work more than 40 hours per week when business needs warrant. Access information using a computer. Effectively communicate, both up and down the management chain. Effectively cope with stressful situations. Strong mental acuity. Regular, dependable attendance and punctuality are essential functions of this job. Other essential functions and marginal job functions are subject to modification. Who we are Work is changing. The economy is rapidly transforming. We’re innovating education and transforming learning to help people prepare for the workforce - today and in the future. About - Careers - Who We Are, Strategic Education, Inc. Leadership behaviors At Strategic Education, Inc., our leadership behaviors guide everything we do and the culture we’re building. They unite us in delivering on our mission. They reflect the way we approach our work and treat each other. They inspire us to do the right thing for our students, as well as for our employees. They represent who we are and what we aspire to be. About - Careers - Leadership Behaviors, Strategic Education, Inc. #LI-PA1 SEI offers a comprehensive package of benefits to employees scheduled 30 hours or more per week. In addition to medical, dental, vision, life and disability plans, SEI employees may take advantage of well-being incentives, parental leave, paid time off, certain paid holidays, tax saving accounts (FSA, HSA), 401(k) retirement benefit, Employee Stock Purchase Plan, tuition assistance as well as entertainment and retail discounts. Non-exempt employees are eligible for overtime pay, if applicable. Careers - Our Benefits, Strategic Education, Inc SEI is an equal opportunity employer committed to fostering an inclusive and collaborative culture where individuals can grow their careers and contribute fully. We strive to attract talent with broad experiences, skills and perspectives. We welcome applications from all. Strayer University Adjunct Faculty are compensated based on the number and type of course(s) that are taught in a given quarter. Currently, compensation for courses ranges from $2,300 - $3,100. If you require reasonable accommodations to complete our application process, please contact our Human Resources Department at Careers@strategiced.com .

Posted 0 days ago

Accounting Specialist-Client Accounting Services, Family Office-logo
Accounting Specialist-Client Accounting Services, Family Office
Baker Tilly Virchow Krause, LLPFrisco, TX
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory? If yes, consider joining Baker Tilly (BT) as a Family Office Accounting Specialist! Our Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients. The services provided range from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: You crave the opportunity to be part of a fast growing, family office practice where your hard work and creativity will be rewarded You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to: Accounts payable processing Researching and resolving issues or discrepancies with clients' accounts, bill pay or invoices Responding to client requests and inquiries Managing vendor relationships, requests, and payments Monitoring accounts to ensure payments are up to date Performing monthly reconciliations of client credit cards and providing reports as needed Providing accurate documentation in accordance with records retention policies and procedures Assisting with year-end reporting of 1099s Managing charitable contribution letters for annual tax packages Handling special projects as needed Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: Bachelor's degree in Business, Accounting, Finance, or related field CPA eligible preferred 0 to 3 years of accounting, accounts payable or bookkeeping experience Familiar with Microsoft Office; QuickBooks experience preferred High attention to detail, problem solver & intellectually curious Adhere to the highest level of confidentiality An understanding of professional services and client service Strong interpersonal skills with an approachable and professional demeanor

Posted 2 weeks ago

Accounting Specialist-Client Accounting Services, Family Office-logo
Accounting Specialist-Client Accounting Services, Family Office
Baker Tilly Virchow Krause, LLPHouston, TX
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory? If yes, consider joining Baker Tilly (BT) as a Family Office Accounting Specialist! Our Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients. The services provided range from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: You crave the opportunity to be part of a fast growing, family office practice where your hard work and creativity will be rewarded You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to: Accounts payable processing Researching and resolving issues or discrepancies with clients' accounts, bill pay or invoices Responding to client requests and inquiries Managing vendor relationships, requests, and payments Monitoring accounts to ensure payments are up to date Performing monthly reconciliations of client credit cards and providing reports as needed Providing accurate documentation in accordance with records retention policies and procedures Assisting with year-end reporting of 1099s Managing charitable contribution letters for annual tax packages Handling special projects as needed Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: Bachelor's degree in Business, Accounting, Finance, or related field CPA eligible preferred 0 to 3 years of accounting, accounts payable or bookkeeping experience Familiar with Microsoft Office; QuickBooks experience preferred High attention to detail, problem solver & intellectually curious Adhere to the highest level of confidentiality An understanding of professional services and client service Strong interpersonal skills with an approachable and professional demeanor

Posted 2 weeks ago

Accounting Specialist-Client Accounting Services, Family Office-logo
Accounting Specialist-Client Accounting Services, Family Office
Baker Tilly Virchow Krause, LLPAustin, TX
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory? If yes, consider joining Baker Tilly (BT) as a Family Office Accounting Specialist! Our Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients. The services provided range from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: You crave the opportunity to be part of a fast growing, family office practice where your hard work and creativity will be rewarded You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to: Accounts payable processing Researching and resolving issues or discrepancies with clients' accounts, bill pay or invoices Responding to client requests and inquiries Managing vendor relationships, requests, and payments Monitoring accounts to ensure payments are up to date Performing monthly reconciliations of client credit cards and providing reports as needed Providing accurate documentation in accordance with records retention policies and procedures Assisting with year-end reporting of 1099s Managing charitable contribution letters for annual tax packages Handling special projects as needed Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: Bachelor's degree in Business, Accounting, Finance, or related field CPA eligible preferred 0 to 3 years of accounting, accounts payable or bookkeeping experience Familiar with Microsoft Office; QuickBooks experience preferred High attention to detail, problem solver & intellectually curious Adhere to the highest level of confidentiality An understanding of professional services and client service Strong interpersonal skills with an approachable and professional demeanor

Posted 2 weeks ago

Adjunct Faculty In Accounting - Financial Accounting For Managers - Hybrid, Chamblee, GA Campus-logo
Adjunct Faculty In Accounting - Financial Accounting For Managers - Hybrid, Chamblee, GA Campus
Strategic Education, Inc.Chamblee, GA
Provides quality education and maintains high standards of academic excellence in teaching assigned courses in the discipline. The Adjunct hybrid faculty roles teach assigned courses in person and asynchronously online. This role also maintains office hours as assigned. NOTE: Applications must include copies of ALL unofficial transcripts to receive full consideration. Campus Location: Chamblee, GA, Strayer Campus Address: 2965 Flowers Rd S Ste 100, Chamblee, GA 30341 Essential Duties & Responsibilities: Are you looking for a rewarding career where you can change lives? Strayer University is seeking a dynamic Adjunct Faculty member to join our academics team. We are currently in search of a passionate professor for graduate-level Accounting- ACC556: Financial Accounting for Managers class for the upcoming Summer quarter, starting July 7th in a hybrid format. The hybrid format is described as teaching the course in both the in-person and online modalities. This role requires 11 in-person meeting sessions for 2 hours every week held at a predetermined scheduled time (day/evening) at a specific Strayer University Campus. The balance of the course is instructed asynchronously online. Strayer Adjunct Faculty are not just instructors; they are also coaches and mentors. Our faculty members strive to ignite a life-long love of learning in our students and to be flexible with their diverse learning styles. We believe in a strong faculty-student relationship and building a community in the classroom. Teach courses as assigned from a pre-designed curriculum and utilize your professional expertise to provide high-quality instruction. Enhance the strength and effectiveness of the curriculum using technology and videos. Arrive on-campus at least half an hour prior to the start time of in-person sessions per week during the academic quarter. Utilize the online learning platform to enrich the student learning experience for the online component of the course. Be available to students via email, phone, text, and office hours to ensure students receive quality feedback in a timely manner to support their academic success. Establish high standards and ensure students understand how they will be evaluated. Adhere to University policies and procedures. Attend faculty meetings and workshops or training as required. Job Skills: Demonstrated knowledge of academic technology. Proficient with Microsoft Office (Excel, PowerPoint, etc.) software and overall computer skills. Demonstrated knowledge of academic evaluation. Proficiency in oral presentation skills, planning, and organizing of course objectives. Must have strong computer skills (Excel, PowerPoint, etc.). Excellent oral and written communication skills. Effective time management skills. Work Experience: Teaching experience at the college level and online teaching experience are strongly preferred. 5 years of professional experience in accounting-related positions required Education: All degrees must be conferred and from an accredited institution to be considered. Doctorate in Accounting required OR Doctorate in Business-related discipline (with an accounting concentration or accompanied by a Master's degree in accounting) required CPA license preferred (active or inactive) Certificates, licenses, and registrations: Professional certification in discipline specialty (if applicable). Other: Must be able to travel weekly to the required location(s). Must be able to lift 25 lbs. Typical office setting. Mobility within the office including movement from floor to floor. Travel via plane, car, and metro may be required to perform this job. Must be able to work more than 40 hours per week when business needs warrant. Access information using a computer. Effectively communicate, both up and down the management chain. Effectively cope with stressful situations. Strong mental acuity. Regular, dependable attendance and punctuality are essential functions of this job. Other essential functions and marginal job functions are subject to modification. Who we are Work is changing. The economy is rapidly transforming. We're innovating education and transforming learning to help people prepare for the workforce - today and in the future. Our INNOVATION is powered by the belief that today's workforce cannot be supported by yesterday's education. To be RELEVANT now and in the future, we need to transform learning to create an experience that delivers RESULTS. About- Careers- Who We Are, Strategic Education, Inc. Leadership behaviors At Strategic Education, Inc., our leadership behaviors guide everything we do and the culture we're building. They unite us in delivering on our mission. They reflect the way we approach our work and treat each other. They inspire us to do the right thing for our students, as well as for our employees. They represent who we are and what we aspire to be. About- Careers- Leadership Behaviors, Strategic Education, Inc. #LI-PA1 SEI offers a comprehensive package of benefits to employees scheduled 30 hours or more per week. In addition to medical, dental, vision, life and disability plans, SEI employees may take advantage of well-being incentives, parental leave, paid time off, certain paid holidays, tax saving accounts (FSA, HSA), 401(k) retirement benefit, Employee Stock Purchase Plan, tuition assistance as well as entertainment and retail discounts. Non-exempt employees are eligible for overtime pay, if applicable. Careers- Our Benefits, Strategic Education, Inc SEI is an equal opportunity employer committed to fostering an inclusive and collaborative culture where individuals can grow their careers and contribute fully. We strive to attract talent with broad experiences, skills and perspectives. We welcome applications from all. Strayer University Adjunct Faculty are compensated based on the number and type of course(s) that are taught in a given quarter. Currently, compensation for courses ranges from $2,300 - $3,100. If you require reasonable accommodations to complete our application process, please contact our Human Resources Department at Careers@strategiced.com.

Posted 2 weeks ago

Accounting/Financial Manager - Accounting - Full Time 8 Hour Days (Exempt) (Non-Union)-logo
Accounting/Financial Manager - Accounting - Full Time 8 Hour Days (Exempt) (Non-Union)
University Of Southern CaliforniaLos Angeles, CA
This position will perform and manage revenue accounting and analytic processes for Keck Hospital of USC and USC Norris Cancer Hospital and all other associated entities. He/she will be responsible for timely and accurate financial reporting of net revenues, contractual, bad debt expense, cost report reserves, and the valuation of accounts receivable while ensuring consistent application of reimbursement tools and methodologies. Essential Duties: Ensures accurate calculation of net revenues, contractual, bad debt expense, cost report reserves, and valuation of accounts receivable on a monthly basis within the close timeframe stipulated by the Associate CFO and/or CFO. Ensures the integrity of the journal entries related to net revenues, contractual, bad debt expense, cost report reserves within the financial system. Ensure accurate calculation and journal entry preparation of Medicare model adjustments. Ensures timely and accurate completion of balance sheet account reconciliations relative to patient accounts receivable, contractual and bad debt reserves, and Medicare model/cost report settlement reserves. Oversees the integrity of the base data used to calculate contractual and bad debt reserves, i.e. oversight of the zero-balance account (ZBA) studies. Collaborates with the Revenue Cycle and Decision Support departments in ensuring the integrity of Contract Manager Tools including the validation of the mapping to the GL system. Performs and investigates month-end close net revenue variance analysis including payer mix variance, rate variance, and volume variance analyses. Assists in the preparation of the hospital net revenue budget. Under the guidance of the Associate CFO and/or CFO, collaborate with Revenue Cycle and Decision Support teams in conducting review of detailed A/R account analyses to analyze problem accounts, underpayments, non-payments, aged balances, denials, and unusual write offs/adjustments. Analyze reports provided by PFS (denials, underpayments, aged trial balance) to identify and manage payor issues, and implement business process improvements with other key functions including Admitting, PFS, Revenue Integrity, HIM, Case Management, and Managed Care to ensure effective and efficient processes for optimal revenue cycle outcomes. Attends revenue cycle related calls and meetings. Assists with special projects relative to reimbursement and other net revenue initiatives and emerging revenue cycle issues such as process improvement, metrics development, and other initiatives impacting the revenue cycle. Develop analytical tools and management reports, including profitability models, financial indicator reports, and mandatory review checklists. Coordinate the preparation of annual Medicare and Medicaid cost reports and OSHPD reports. Prepare the quarterly OSHPD reports Ensures that the hospitals are in compliance with all internal policies and relevant regulations. Perform other duties as assigned. Required Qualifications: Req Bachelor's degree Finance/Accounting, Business, or Economics related field Req 3 years 3 to 5 years experience in accounting. Req Strong GAAP accounting knowledge. Req Specific knowledge of revenue accounting including calculation of contractual adjustments, bad debt reserves, cost report reserves, and other AR related calculations. Req Exposure to Cost Report and OSHPD reporting. Req Strong analytical and interpersonal skills with a collaborative, team-based approach required. Req Ability to multi-task, work independently with minimal supervision, work under pressure, meet deadlines, and thrive in a fast-paced work environment. Preferred Qualifications: Pref 3 years 3 to 5 experience in Revenue accounting Pref Certified Public Accountant - CPA Required Licenses/Certifications: Req Fire Life Safety Training (LA City) If no card upon hire, one must be obtained within 30 days of hire and maintained by renewal before expiration date. (Required within LA City only) The annual base salary range for this position is $95,680.00 - $158,230.00. When extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer equity, federal, state, and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations. USC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other characteristic protected by law or USC policy. USC observes affirmative action obligations consistent with state and federal law. USC will consider for employment all qualified applicants with criminal records in a manner consistent with applicable laws and regulations, including the Los Angeles County Fair Chance Ordinance for employers and the Fair Chance Initiative for Hiring Ordinance, and with due consideration for patient and student safety. Please refer to the Background Screening Policy Appendix D for specific employment screen implications for the position for which you are applying. We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact USC Human Resources by phone at (213) 821-8100, or by email at uschr@usc.edu. Inquiries will be treated as confidential to the extent permitted by law. Notice of Non-discrimination Employment Equity Read USC's Clery Act Annual Security Report USC is a smoke-free environment Digital Accessibility If you are a current USC employee, please apply to this USC job posting in Workday by copying and pasting this link into your browser: https://wd5.myworkday.com/usc/d/inst/1$9925/9925$126805.htmld

Posted 2 weeks ago

Accounting Team Lead - The Captain of Client Happiness & Accounting Awesomeness-logo
Accounting Team Lead - The Captain of Client Happiness & Accounting Awesomeness
Our Team AccountingPortland, Oregon
Description Team Lead - The Captain of Client Happiness & Accounting Awesomeness Location: Remote Reports To: Operations Leader Role Type: 95% Tactical, 5% Strategic ________________________________________ About the Role If you love spreadsheets but also love people, this might just be your dream job. As a Team Lead, you’re the glue that holds our client relationships and internal team together. Think of yourself as the co-pilot for our clients’ financial success and the go-to guide for your team of Accounting Specialists. You’ll be the first friendly face (or voice) clients meet during onboarding, making sure their transition is smoother than a perfectly reconciled bank statement. You’ll also be the rescue ranger when things get a little messy—solving escalations before they turn into accounting horror stories. Your mission? Empower your team, delight your clients, and keep things running like a well-balanced ledger. And yes, there will be numbers—but also plenty of laughs along the way. ________________________________________ Key Responsibilities 1. Client Engagement – The Relationship Whisperer Be the client’s first BFF during onboarding, ensuring they get the white-glove experience right from the start. Handle client questions, concerns, and escalations like a financial therapist—calmly, confidently, and with a plan to fix things. Communicate complex financial concepts in ways that clients actually understand (no jargon overloading). Build relationships so strong that clients actually enjoy talking to their accountants (yes, it’s possible!). 2. Team Management – The Mentor, not the Micromanager Lead a team of 2–4 Accounting Specialists (think: coach, guide, and occasional morale booster). Make sure tasks and deliverables are on track in our practice management system (Financial Cents—which is not nearly as fun as actual cents, but way more important). Do bi-annual performance reviews, helping your team level up their skills and feel like rockstars. Be the go-to problem solver when your team needs guidance (no accounting question is too big or too small). 3. Operational Excellence – The Keeper of Order & Efficiency Team up with the Operations Leader to refine and improve Standard Operating Procedures (SOPs)—because great processes = smooth sailing. Keep accuracy, timeliness, and quality in check like a financial ninja. Monitor team utilization rates to keep non-billable hours in check (because time is money, and we don’t like wasting either). 4. Performance Measurement – The Data Detective Keep an eye on KPIs like team utilization, client satisfaction, team happiness, and deliverable timeliness—basically, make sure things are running as smoothly as your favorite Excel formula. Report on team performance metrics to the Operations Leader, helping make data-driven decisions that actually matter. Keep your QBO ProAdvisor certification up to date (you’re a pro, after all). If you’re not already Xero Certified, be ready to add it to your superhero toolkit. Stay ahead of the game with industry trends, automation tools, and AI-powered tech—because accounting is evolving, and we need pros who evolve with it. 5. Content Collaboration With feedback from you team spotting great content ideas from real client questions and challenges. Provide the technical expertise by dropping knowledge bombs that can helps us create content that’s actually useful (and maybe even fun!) for our clients and prospects. While we won’t force you to become the next YouTube accounting sensation, we’d love for you to join the party and contribute to making content when you can. Whether it’s jumping in on a video, helping with a blog post, or just brainstorming ideas—your input is golden! 6. Client Clean-Ups & Complex Accounting Tackle neglected or incorrect financials with precision and flair. Rebuild charts of accounts like a pro and address historical inaccuracies with Sherlock-like detective skills. Handle full-cycle AP/AR, progress billing, and accrual accounting like the boss you are. 7. Operational Mastery Manage transactions and reconciliations with grace, ensuring clients' books are always spotless. Support job costing, inventory tracking, and other advanced accounting functions without breaking a sweat. Use tools and tech (like QBO and possibly Xero) to keep workflows efficient and accurate. ________________________________________ Key Metrics of Success Team utilization rates and non-billable hours stay in the sweet spot—because efficiency is everything. Clients and team members rave about you (high satisfaction scores = happy people all around). Client deliverables are on time, accurate, and headache-free (because nobody likes last-minute fire drills). Your team is thriving! Development plans aren’t just checkboxes; they’re real roadmaps to growth and success. ________________________________________ Who You Are – The Ultimate Team Lead Checklist! Culturally Aligned : You don’t just like our core values, like peanut butter and strawberry jelly (because who likes grape?) they complete you. Human First : We prioritize the individual behind every interaction and believe in the importance of treating every person with kindness and respect. Team Second : Emphasizing the strength and importance of collaboration. We build strong teams internally, and we want to be a part of your team too Appreciation of Humor : Infusing joy and laughter into our work. While we’re serious about the work we do, we hope you’ll laugh with us along the way. Join the Party! : Active participation and engagement in every endeavor. We love being invited to the party so that we can be active team players in helping you reach your business and personal goals. Servant Leader: You’re all about supporting your team and helping them shine—because when they win, we all win. Operationally Focused: You love a good workflow, live by deadlines, and make managing tasks look effortless. Proactive Problem Solver: You don’t wait for fires—you spot the smoke early and put out problems before they escalate. Technically Proficient: QBO? Xero? Automations? You’re all over it and constantly looking for ways to work smarter, not harder. ________________________________________ Qualifications Accounting Experience: You’ve been in the trenches for at least 5+ years and know your way around complex books. Leadership Experience: Leading and mentoring others isn’t just something you’ve done before, but it makes you feel all warm and fuzzy inside. QBO ProAdvisor certification (required or obtained within first 30 days); Xero Certified Advisor certification (or willingness to obtain). Proven experience in accounting and client management Strong leadership skills—you know how to guide, mentor, and inspire a team. Communication pro—clients, team members, even that one guy who only replies in meme’s (he may even have written this job description)…you can handle them all. ________________________________________ What We Offer: Pay: $30–$34/hour, depending on your experience and certifications. Benefits: Simple IRA with up to a 3% company match. Health insurance stipend (for full-time employees). Work-from-home technology stipend. 2 weeks PTO (pro-rated) + 9 company holidays. Flexibility: 25+ hours per week. Work when it works for you, as long as you're meeting client deadlines and participate in team huddles A Team That Feels Like Family: We live by our values—Human First, Team Second, Appreciation of Humor, and Join the Party! ________________________________________ Why Join Us? We’re not just number crunchers. We’re people-first, values-driven, and here to shake up the industry. As a Team Lead, you get to be part of a company that grows with you, supports your development, and encourages you to have fun while making a real impact. If you want a job where you can thrive, lead, and laugh along the way, we should talk. Requirements Qualifications Accounting Experience: You’ve been in the trenches for at least 5+ years and know your way around complex books. Leadership Experience: Leading and mentoring others isn’t just something you’ve done before, but it makes you feel all warm and fuzzy inside. QBO ProAdvisor certification (required or obtained within first 30 days); Xero Certified Advisor certification (or willingness to obtain). Proven experience in accounting and client management Strong leadership skills—you know how to guide, mentor, and inspire a team. Communication pro—clients, team members, even that one guy who only replies in meme’s (he may even have written this job description)…you can handle them all. Benefits What We Offer: Pay: $30–$34/hour, depending on your experience and certifications. Benefits: Simple IRA with up to a 3% company match. Health insurance stipend (for full-time employees). Work-from-home technology stipend. 2 weeks PTO (pro-rated) + 9 company holidays. Flexibility: 25+ hours per week. Work when it works for you, as long as you're meeting client deadlines and participate in team huddles A Team That Feels Like Family: We live by our values—Human First, Team Second, Appreciation of Humor, and Join the Party!

Posted 0 days ago

Accounting Manager – Corporate Accounting Team-logo
Accounting Manager – Corporate Accounting Team
LPL FinancialSan Diego, California
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Job Description

Job Overview:

The Accounting Manager, Controllership will be a key leader in the Controllership group and report to the AVP of Controllership. The Accounting Manager will be responsible for overseeing the accounting records, internal financial statements, providing accounting support and analysis for general and administrative expenses, and assisting in accounting for contracts.

 Responsibilities:

  • Manage the monthly accounting close process, including review and approval of journal entries, account reconciliations, financial reporting deliverables and other review activities.

  • Identify areas of improvement to derive enhanced methods for accelerating close timing, improving close accuracy, and enhancing controls.

  • Provide leadership, coaching, and mentoring direction to Senior and/or Staff Accountants.

  • Oversight of appropriate accounting procedures and control descriptions for those activities within the scope of the Controllership team.

  • Support key initiatives within the group.

  • Be an effective leader by helping to prioritize the G&A expense team’s work to align with department and company goals and work to positively impact employee engagement.

  • Support regulatory requirements, which include SOX testing and reviewing audit schedules, reconciliations, etc. before providing to both internal and external audit on monthly/quarterly/annual basis.

  • Ad hoc requests as determined by management.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, are ready to make positive change, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.


Requirements:

  • BA/BS degree in Accounting or related fields.

  • 7+ years of professional experience, with 2 to 3 years progressive experience leading teams.

  • Strong understanding of internal controls.

  • CPA license

Core Competencies

  • Demonstrate an ability to manage multiple projects and activities and adapt to change.

  • Strong analytical and organizational skills.

  • Effective communication skills and the ability to interact effectively with all levels of management and work in team-oriented environment.

  • Excellent computer skills including intermediate Excel skills.

Preferences:

  • Ability to effectively collaborate well across multiple business functions.

  • Experience in public accounting and broker/dealers is preferred.

  • Experience in Contract accounting

  • Strong attention to detail and demonstrated ability to multi-task are essential.

  • Experience with Oracle Financials and Excel Spreadsheet Server is a plus.

  • Experience working with auto-reconciliation tools, i.e. Trintech is a plus.

  • Master’s degree is a plus

#LI-PA


 

Pay Range:

41.46-69.11/hour


 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!


 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

  • Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

  • Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

  • Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

  • Impactful Work: Our size is just right for you to make a real impact. Learn more here!

  • Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

  • Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

  • Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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