8 Finance jobs

Newport Group is has a great opportunity for an  Operations Specialist in the Trading group. This employee is responsible for participating in the daily trading and fund change processes within Operations. Qualified candidates should be highly organized with a strong attention to detail and have the ability to work in a fast paced, dynamic environment with a high degree of accuracy.  The Operations Specialist will participate in the daily trade submission/monitoring process and in a rotation of nightly monitoring of price files imports, releasing of trades, and problem resolution (typically once per week). S/he will complete daily share reconciliation reports for multiple custodians. Will coordinate and perform fund changes. Includes fund review, distributing proper disclosures and the actual completion of the event in our recordkeeping system.  The successful candidate will monitor negative balances, troubleshoot daily trade rejects and settlement issues. S/he will analyze...

We are currently hiring for a Team Leader in our Folsom, CA office with experience leading a team in a financial services environment / retirement plan operations or trading. Do you have experience leading and motivating a team of 10-15 employees in a financial services environment? As a member of the team you will monitor completion of necessary functions of the team and ensures the tasks are executed accurately and properly. This role is also responsible for organizing the recruitment and selection of employees as well as taking an active role in the onboarding and performance management process in guiding and developing the skill set of the operations team. The Team Leader will hold regular team meetings to share information and provide an open forum for team members to collaborate. S/He will periodically review work of all team members to ensure quality and accuracy are met and that the team members meet high standards for customer service and communication skills. Will...

Newport Group has a great opportunity for a Operations Specialist. The Operations Specialist is responsible for processing retirement plan participant accounts. The ideal candidate will have an aptitude for general accounting, finance, and mathematics. A basic understanding of mutual funds and other investments is preferred. The Operations Specialist will process retirement plan payroll files including plan participant contributions, distributions and loan payments as well as disbursement requests via custodian websites.  Successful candidates will assist with special projects as needed and identify process improvements to create efficiencies. The role utilizes various databases which house retirement plan information and works extensively with MS Excel and Word.  Additional responsibilities will include managing mutual fund processing.   Requirements: Able to escalate questions and issues as appropriate to management, yet able to use solid business judgment. Able to work...

VSP Global is comprised of five complementary businesses that combine high-quality eye care insurance, high-fashion eyewear, customized lenses, ophthalmic technology and retail solutions, with employees in over 23 countries. No matter the role, we’re all focused on a singular mission: to help people see. Learn more by visiting  https://vspglobal.com/cms/careers/ General Summary As a key member of the Internal Audit team, the Senior Internal Auditor will perform internal audit and consulting work and report on the results with minimal supervision. Responsible for assisting to develop and complete integrated internal audits, participate in implementing/maintaining SOX/NAIC documentation and testing. Contribute to a developing and growing Internal Audit Department. Essential Functions Prepare all work papers and execute a comprehensive audit approach (policies, procedures, processes, controls and measures) to address financial, compliance, IT and...

GENERAL DESCRIPTION: Performs various finance and accounting functions for Golden 1 Credit Union, including but not limited to financial reporting, financial analyses and maintaining financial systems/models. Act as lead for employees in the Finance area. Employees in this area are cross-trained in several aspects of finance and accounting functions and will assist the Finance Management team in special projects. TASKS, DUTIES, FUNCTIONS: Develop and analyze data, supporting spreadsheets, charts, and reports to determine financial performance and profitability across markets, products, channels, and member demographics and enterprise-wide analytics. Develop and maintain financial performance-related expertise in assigned business areas to provide deep-dive analysis into metrics, trends and anomalies while providing insights to drive improvements. Coordinate the assessment of market, product, member, and channel performance to identify gaps and additional value areas...

Job DescriptionFPI Management is currently looking for a Compliance Specialist to join our Affordable Communities team! OUR IDEAL CANDIDATE has a minimum of 3 years' experience in a similar Compliance role, Tax Credit certification (C3P, CPO, FHC, HCCP, NAHP, NAHPe, NCCP, NCP, NCP-E, SCHM, TCS), preferred, has some supervisory experience, preferably with a dispersed team, has experience with rent, income and utility allowance adjustments and updates. Yardi Affordable and SHRA Bond Reporting experience a plus. Is a reliable, highly organized and detail-oriented 'can-do' team player with excellent communication skills and possesses efficient problem solving skills. Is a self-starter -- able to reassign priorities daily. MINIMUM REQUIREMENTS: High School diploma or equivalent, valid driver's license and an insured, operable vehicle, English language proficiency (read, speak and write), and the ability to pass a full background check and drug screening ( Note: As it relates to...

Job Summary: Under general supervision, serve as the compliance officer for extramural funding awards and resources to the COO and Chair. Conduct financial analysis and effort reporting and participate in the financial planning for a wide variety of federal, state, and private grants. Gather, manage and analyze financial data from a variety of revenue streams, including state general funds, state and federal grants, private grants, gifts, and other funding sources. Act as departmental compliance expert in University policy and procedure for departmental business processes. Also, principal trainer and resource for business office staff on financial procedures and policy. Assist the COO in long-range financial planning and forecasting. Responsible for pre- and post-award processes, budget preparation, analysis, and forecasting, and for control of complex budgets. PLEASE NOTE: BIOMEDICAL ENGINEERING IS RECRUITING FOR ONE POSITION FOR FINANCIAL ANALYST 2 OR FINANCIAL ANALYST 3 LEVEL...

Job Summary: Under general supervision, serve as financial analyst, compliance officer, and resource to faculty, CAO, and Department Chair. Independently perform financial analysis and planning for a range of departmental accounts. Independently gather and apply financial data from a variety of revenue streams and apply University financial management mechanisms to ensure comprehensive and accurate budget construction. Identify, research, and resolve problems as well as collecting, analyzing, and summarizing financial information for special reports. Perform financial analysis and planning for a wide variety of federal, state, and private grants. Work with Principal Investigators to understand new proposals, analyze programmatic needs, and make recommendations. Responsible for pre- and post-award processes, budget preparation, analysis, and forecasting, and for control of complex budgets. Physical Demands: Work at a computer for extended periods of time. Work with frequent...