3 investment accounting senior analyst jobs found

Know your rights Inform yourself of your rights and responsibilities by reviewing the content provided in the list below. Employment Eligibility (e-Verify):  English & Spanish Right to work:  English  /  Spanish It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Overview :   The Senior Accountant will perform key activities related to the monthly closing cycle including reconciliations, journal entries, supporting schedules and consolidations. This position will report to the Accounting Manager and interact with other members of Finance and Internal Audit.    Essential Job Functions Reconcile ACH transactions Reconcile bank accounts Reconcile investments Reconcile data between various systems Run system reports utilized in closing cycle Maintain and update schedules needed for closing cycle Assist with monthly analysis...

Position Title Financial Planner   Location Palm Beach, FL 33480   Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future. The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and recommendations. The...

Know your rights Inform yourself of your rights and responsibilities by reviewing the content provided in the list below. Employment Eligibility (e-Verify):  English & Spanish Right to work:  English  /  Spanish It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Overview :   The Senior Accountant will perform key activities related to the monthly closing cycle including reconciliations, journal entries, supporting schedules and consolidations. This position will report to the Accounting Manager and interact with other members of Finance and Internal Audit.    Essential Job Functions Reconcile ACH transactions Reconcile bank accounts Reconcile investments Reconcile data between various systems Run system reports utilized in closing cycle Maintain and update schedules needed for closing cycle Assist with monthly analysis...