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.

Submit Your Resume

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.

Submit Your Resume

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.

Submit Your Resume

Accounting Assistant

Location: Latham, NY

Description:

Our client is currently seeking an experienced accounting assistant to join their team as the Accounting Assistant to the VP of Finance. The Accounting Assistant will be responsible for performing various administrative duties to support the VP of Finance throughout their daily work agenda.

Responsibilities Include:

  • Preparation and review of monthly bank reconciliations and sales tax returns.
  • Cost tracking for Utilities, Insurance, and sales in Non-Sales Tax registered states.
  • Being the acting liaison between Insurance Agents and Sales Tax Processors.
  • Processing sales tax notices.
  • Maintenance of client, supplier, and vendor Certificates of Insurance. Perform yearly audits, request new, and retire old certificates.
  • Invoice creation and inventory maintenance including fixed asset control and monthly depreciation schedule.
  • Processing of payroll.

Qualifications:

  • A Bachelor’s Degree in Accounting, Business or related field with a minimum of 3 years of experience working in an accounting/finance role.
  • Experience preparing and processing various monthly cost and tax reports.
  • Must be experienced working with payroll.
  • Must be extremely organized with very strong time management and prioritization skills.
  • Must have excellent written and verbal communication skills.
  • Experience using Electronic Invoicing Software is a plus.
  • Must be proficient using Microsoft Office Suite software.

 

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

Submit Your Resume

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.

Submit Your Resume

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.

Submit Your Resume

Compliance Financial Supervisor

Location: Albany, NY

Description:

Our client is currently seeking a Compliance Financial Supervisor who will supervise about 50 branch offices nationwide. This is a full-time, permanent position.

Responsibilities Include:

  • Reviewing and approving new account applications and trades for their assigned branches.
  • Providing oversight of compliance and ensuring regulatory requirements are followed and met.
  • Assume the role of the relationship manager for their assigned branches.

Qualifications:

  • Candidates must have the Series 7 and 24 FINRA licenses.
  • Must have a minimum of a Bachelor’s Degree.
  • Must have experience managing people. 3-5 years of experience in the financial industry and/or brokerage is preferred.
  • Strong organizational skills and advanced written and verbal communication skills.

 

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

Submit Your Resume