Senior Financial Analyst

Job Description:

Our client is currently seeking a Senior Financial Analyst to join their team in Albany, NY. The Financial Analyst will primarily be responsible for the preparation and review of finance and tax analyses for clients. This is a full-time, permanent position.

Responsibilities Include:

  • Preparation and review of financial analysis performed for clients. This will include but is not limited to income tax returns and financial statements.
  • Assisting with the coordination of an audit with a public accounting firm. Review of journal entries and preparation of financial statements.
  • Assessment of completed reports from team members for accuracy before submittal to clientele.
  • Income tax research, concerning complex tax issues encountered by team members.
  • Income tax projection for clients, related entities, and family members.
  • Preparation of income tax returns for clients. Income tax returns completed will include individual, trust, entity, foundation, and gift returns.

Qualifications:

  • Bachelors Degree in Finance or Accounting.
  • 8 years of experience as a Financial Analyst with an Income Tax focus.
  • Advanced Microsoft Excel skills are required for this position.
  • Experience using Quickbooks, PortfolioCenter, and GoSystem Tax RS.
  • Excellent written and verbal communication skills are required. The candidate must be extremely well organized and very attentive to detail.

 

If you are qualified for this position, please apply using our secure online form.

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Financial Analyst

Our client is currently seeking a Financial Analyst to join their team in Albany, NY. The Financial Analyst will be focused primarily on the preparation of financial analyses for clients. The areas of focus will be income tax, investments, and estate planning.

Responsibilities Include:

  • Financial analyses preparation and review.
  • Assisting with client auditing and the preparation and review of financial statements.
  • Review of team reports ensuring accuracy of data and quality standards are being met before submission to clients.
  • Performing and assisting with income tax research, concerning complex tax issues encountered by team members.
  • Preparation of income tax projections for clients, related entities, and family members.
  • Preparation of income tax returns for review by team members. Income tax returns completed will include individual, trust, entity, foundation, and gift returns.

Qualifications:

  • The qualified candidate will have a BA or BS in Finance or Accounting.
  • Advanced Microsoft Excel skills are required for this position.
  • Experience using Quickbooks and PortfolioCenter.
  • Excellent written and verbal communication skills are required. The candidate must be extremely well organized and very attentive to detail.

 

If you are qualified for this position, please apply using our secure online form.

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CFO

Job Description:

Our client is seeking a CFO with a background in the healthcare industry to become a part of their growing organization. The CFO will oversee the organization’s accounting and financial departments ensuring regulatory compliance and effective financial functioning. This is a full-time, permanent position located in the Albany, NY area.

Responsibilities Include:

  • Direction of the organization’s financial planning and accounting, overseeing the management of its relationships with lenders and payers.
  • Working with the executive and management staff to ensure sound financial planning and performance. Providing them with the financial resources in order to facilitate decision making.
  • Strategically create financial plans for the daily operations of the organization and managing the financial solutions to facilitate its growth.
  • Oversee organizational accounting and financial practices and teams. Review, develop, and update financial policies and procedures.
  • Ensure healthcare regulations and practices are followed and practiced in all financial functions.
  • Evaluate employee performance and work schedules. Recommend applicable changes to employee status and salary due to evaluation.
  • Must stay up to date with the changes in the healthcare industry.

Qualifications:

  • A Master’s Degree in Finance with prior experience working at the C-Level within the medical and/or insurance field is preferred.
  • CPA license is preferred.
  • 7-10 years of experience or financial leadership experience.
  • A thorough knowledge of health insurance and managed care finance functions (principles, practices, and regulations). Understanding healthcare functions such as; managed care contracting, physician compensation models, and population health management.
  • At least 3 years of experience working in a management capacity at a hospital, nursing home, assisted living, or multi-practice medical facility.

For more information, please contact Renee Walrath by calling 518-275-4816 or emailing rwalrath@walrathrecruiting.com.

CPA (Minimum of a $1,000 Sign on Bonus)

Description:

Our client is currently seeking a CPA. This direct-hire position is located in the Albany area. The preferred candidate will have at least 3 years of work experience in a public accounting firm. Minimum of $1,000 sign on bonus upon hire!

Responsibilities Include:

  • Preparation and review of complex individual and corporate tax returns.
  • Researching taxation trends and strategies.
  • Providing tax solutions and consulting for clients.
  • Preparation of financial statements.

Qualifications:

  • CPA License is a must.
  • Bachelor’s Degree in Accounting or Finance
  • Several years working experience with individual and corporate tax accounts.
  • Expertise in tax and financial accounting.

 

If you are qualified for this position, please apply using our secure online form.

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CPA Tax Manager (Minimum of a $1,000 Sign on Bonus)

Description:

Our client is currently seeking a CPA Tax Manager. The tax manager will be responsible for the management of client tax engagements in order to recommend tax strategies and solutions according to the client’s business requirements. This direct-hire position is located in the Albany area. Minimum of $1,000 sign on bonus upon hire!

Responsibilities Include:

  • General tax accounting work, reviewing tax returns, tax planning and analysis through the review and research of taxation issues.
  • Expanding business opportunities by improving existing client relationships and developing relationships with new clients.

Qualifications:

  • CPA License
  • Bachelor’s Degree in Accounting or Finance.
  • 5-10 years experience working in a public accounting firm.
  • Expertise in tax and financial accounting.

 

If you are qualified for this position, please apply using our secure online form.

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Full-Charge Bookkeeper

Description:

Our client is currently seeking a Full-Charge Bookkeeper.  This is a full-time, permanent bookkeeper position located in Latham, NY.

Responsibilities include:

  • Full cycle Accounts Receivable and Accounts Payable.
  • Preparing the monthly trial balance.
  • Working on various research projects.
  • Preparing and understanding of balance sheets, profit and loss statements, and other financial reports.
  • General ledger maintenance.
  • Handling payroll including preparation and processing.
  • Making bank deposits, reconcile bank statements.
  • Preparing quarterly tax filings.
  • Preparing reports and summaries for management.
  • Handling some human resource functions and a variety of administrative duties.

Qualifications:

  • Bachelor’s degree in Accounting, Business or Finance is preferred.
  • 5+ years bookkeeping experience.
  • Extensive knowledge of Generally Accepted Accounting Principles.
  • Proficiency in QuickBooks, MS Word, MS Excel, and MS Outlook is required.
  • Demonstrated ability to be accurate with an attention to detail and an aptitude for numbers.

 

If you are qualified for this position, please apply using our secure online form.

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Accountant

Our client is currently seeking an Accountant.  This is a full-time, permanent position located in the Latham area.

Qualifications:

  • Bachelor’s degree in Accounting, plus 2 years of experience. CPA License is preferred.
  • Great communication skills.
  • Must pay attention to detail and be able to multi task in fast-paced environment.
  • Strong background in banking, treasury, and/or the financial industry.
  • Proficiency in Quickbooks and Microsoft Office products.

If you are qualified for this position, please apply using our secure online form.

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Training Coordinator

Description:

Our client is currently seeking a training coordinator to develop training curriculum and course material according to the business needs. This training coordinator position is a full-time, permanent position located in Albany, NY.

Responsibilities Include:

  • Development and implementation of training programs for employees in financial services. Providing varied levels of training for different level employees.
  • Collaboration and consultation with HR and Management for the creation of training programs.
  • Develop training material and resources to assist with training courses.
  • Evaluation of training courses and their effectiveness making necessary changes to the curriculum in order to improve training.
  • Maintain employee training records, report on employee progress, and attain employee feedback in relation to training programs.

Qualifications:

  • Bachelor’s Degree in Human resources or related field.
  • Minimum of 3 years’ experience working in the training field is required.
  • Proficient in Microsoft Office Suite.
  • Excellent written and verbal communication skills.
  • Well organized with attention to detail is a must.

 

If you are qualified for this position, please apply using our secure online form.

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Senior Developer/Analyst – ASP.NET, VB.NET

Description:

Our client is currently seeking a Senior Developer / Analyst. This is a full-time, permanent position located in Albany. The Developer/Analyst will work in a small, team-oriented environment as well as with other business departments.

Qualifications include:

  • Bachelor’s Degree in Computer Science, Software Engineering or related field
  • Strong financial/business background
  • Previous work experience at a bank preferred
  • At least 8 years of experience in RUP/Waterfall/Agile software development methodologies, object-oriented programming, ASMX and WCF Web Services
  • A minimum of 4 years’ experience in software design patterns, test plans and cases, .NET 3.5/4.0 Framework (including ASP.NET and VB.NET), JavaScript/JScript, Ajax and JQuery.

 

If you are qualified for this position, please apply using our secure online form.

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Senior Management Accountant

Description:

Our client is currently seeing a Senior Management Accountant. This is a full-time, permanent position located in the Latham, NY area.

This role will require the coordination with auditors when necessary and regular interaction with clients and team members.

Responsibilities include:

  • Preparation of manager packages and financial statements for fund and management teams.
  • Perform, review and analysis of monthly account reconciliations and general ledger entries.
  • Review and processing of payroll for multiple companies.

Qualifications:

  • Bachelor’s Degree in Accounting, Finance or related filed plus 1-3 years’ experience in Accounting or Finance.
  • Proficiency in Microsoft Office Suite, Quickbooks, and ADP.
  • Excellent verbal, written, and organizational skills.
  • Ability to supervise and train staff.

 

If you are qualified for this position, please apply using our secure online form.

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