Treasury Specialist

Location: Latham, NY

Description:

Our client is currently seeking a financial professional experienced in Treasury Finance to take on the role of the Treasury Specialist. The specialist will be responsible for a variety of duties throughout treasury and compliance processes for financial transactions on the behalf of clientele. This is a full-time, permanent position.

Responsibilities Include:

  • Ensuring accurate information and bank applications by reviewing financial transactions.
  • Provide support and maintain updates to internal resources.
  • Communicating with financial institutions for or with clients on an as needed basis.
  • Learn and show understanding of a wide variety of banking platforms.
  • Complete electronic approvals and releases
  • Provide training as necessary for new banking features.
  • Watch list monitoring, clear alerts as necessary.
  • Ensure adherence / compliance to audit and control policies.
  • Coordinate and complete projects as required.

Qualifications:

  • A minimum of a Bachelor’s Degree in Business or a related field and at least 3 years of experience in Treasury Finance, Accounting, or Banking with electronic transactions are required.
  • An understanding of KYC/OFAC/AML compliance is required.
  • Must have a very high attention to detail with the ability to multitask while ensuring accuracy and timeliness.
  • Must be able to work in a high demand / fast paced environment.
  • Excellent interpersonal, written and verbal communication skills.
  • Proficiency in Microsoft Excel, LexisNexis, Check Factory, and a variety of online banking platforms.

 

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

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Financial Analyst

Location: Albany, NY

Description:

Our client is currently seeking an experienced Financial Analyst to assist in the implementation and evaluation of health reform initiatives. The Financial Analyst will be participating in various financial planning, reporting, and evaluation activities. This is a contract position.

Responsibilities Include:

  • Ensure expenditures are in compliance with pre-existing guidelines.
  • Develop and maintain financial spreadsheets, progress and financial reports (monthly / quarterly).
  • Review quarterly and annual cost reports, applications for Certificate of Authority, service agreements, etc.
  • Analysis of financial operations and compliance with reporting requirements which include reserve and escrow fund requirements.
  • Perform on-site readiness and operational evaluation reviews of financial and operational status.
  • Preparation of meeting agendas, briefing materials and summary reports, outstanding issues, options for next steps

Qualifications:

  • A minimum of a Bachelor’s Degree in accounting, economics, business, healthcare administration or related field is required. A Master’s Degree is preferred.
  • At least 2 years of working experience in finance is required. A Master’s Degree will account for 1 year of work experience.
  • Must have advanced knowledge of Microsoft Excel for finance functions.
  • A working knowledge of New York’s Medicaid home and community-based service delivery system is preferred.
  • Excellent written and verbal communication skills are required.
  • Microsoft Office Suite proficiency is required.
  • Must have exceptional analytical skills.
  • Attentive to detail with the ability to manage multiple tasks.

 

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

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Assistant Compliance Officer

Location: Albany, NY

Description:

Our client is currently seeking an Assistant Compliance Officer to join their team. They will be responsible for providing assistance to the Compliance Officer with their day-to-day tasks. This is a full-time, permanent position.

Responsibilities Include:

  • Staying informed of changing compliance laws and regulations and informing compliance staff and management of these changes.
  • Assisting with compliance testing and monitoring.
  • Monitoring the status of corrective actions being taken.
  • Providing compliance technical assistance, training, and analysis as necessary.

Qualifications:

  • All applicants MUST have their FINRA Series 7 License.
  • FINRA 63 or 66 Licenses are required and Series 24 is preferred.
  • Prior brokerage industry experience is required.
  • Compliance experience is required.
  • Excellent written communication skills.
  • Must be attentive to detail.
  • Travel will be required (10% – 15%).

 

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

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Senior Accountant

Location: Albany, NY

Description:

Our client is currently seeking a Senior Accountant. The Senior Accountant will be a responsible for regular interaction with clients, team members, and management. This is a full-time, permanent position.

Responsibilities include:

  • Prepares income tax returns. Tax returns will include individual, S-Corps, and corporations.
  • Review of daily cash transactions and general ledger maintenance for client funds.
  • Preparation and review of quarterly and annual financial statements and reporting packages.
  • Establishing deadlines for quarterly and annual deliverables in accordance with LPA requirements.
  • Development and training of new team members.
  • Preparation and review, coordination and completion of special projects and inquiries from clients and investors.

Qualifications:

  • Bachelor’s Degree in Accounting, Finance, or related field.
  • CPA license or advanced degree (MBA or MSA) is preferred.
  • 3-5 years of experience in Accounting or related field.
  • Experienced in preparing both individual and corporation tax returns.
  • Proficiency in Microsoft Office Suite, QuickBooks and ADP.
  • Excellent verbal, written, and organizational skills.

 

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

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CPA

Location: Albany, NY

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.

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

Location: Albany, NY

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 is a direct-hire position.

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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