Accounting Finance Jobs
SR FINANCIAL ANALYST
Category: Accounting / Finance
Location: Boston, Massachusetts
Responsibilities The incumbent is responsible for supporting all internal financial reporting and performance analysis for a significant Commercial Banking line of business. Scope includes responsibility for the month-end close process, reporting of monthly results / variance analysis, preparing forecasts, leading the annual operating budget process and presentations to the line of business executive. This position is responsible in broad terms for identifying financial issues, risks and opportunities that exist in the business and synchronizing the financial impacts and communication of [...]
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Location: Boston, Massachusetts
Responsibilities The incumbent is responsible for supporting all internal financial reporting and performance analysis for a significant Commercial Banking line of business. Scope includes responsibility for the month-end close process, reporting of monthly results / variance analysis, preparing forecasts, leading the annual operating budget process and presentations to the line of business executive. This position is responsible in broad terms for identifying financial issues, risks and opportunities that exist in the business and synchronizing the financial impacts and communication of [...]
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Analyst III Sponsor Finance
Category: Accounting / Finance
Location: Boston, Massachusetts
Responsibilities Seeking Credit Analyst/Associate with 2-5 years' credit experience, superior modeling skills and formal credit training for middle-market Sponsor (Private Equity) Finance business. Provides modeling, underwriting and company and industry due diligence for new loans. Assisting team with credit approvals and closing of loans. Assisting Portfolio Managers/Bankers to monitor and service a portfolio of closed loans. Interact with customers to address non-routine servicing matters or other risk related issues. Assist team with cross-selling opportunities. Produce pitch books and [...]
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Location: Boston, Massachusetts
Responsibilities Seeking Credit Analyst/Associate with 2-5 years' credit experience, superior modeling skills and formal credit training for middle-market Sponsor (Private Equity) Finance business. Provides modeling, underwriting and company and industry due diligence for new loans. Assisting team with credit approvals and closing of loans. Assisting Portfolio Managers/Bankers to monitor and service a portfolio of closed loans. Interact with customers to address non-routine servicing matters or other risk related issues. Assist team with cross-selling opportunities. Produce pitch books and [...]
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Financial Consultant II
Category: Accounting / Finance
Location: Detroit, Michigan
Responsibilities CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices. Our Financial Consultants will proactively call on potential new clients to promote and [...]
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Location: Detroit, Michigan
Responsibilities CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices. Our Financial Consultants will proactively call on potential new clients to promote and [...]
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Financial Consultant II
Category: Accounting / Finance
Location: Detroit, Michigan
Responsibilities CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices. Our Financial Consultants will proactively call on potential new clients to promote and [...]
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Location: Detroit, Michigan
Responsibilities CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices. Our Financial Consultants will proactively call on potential new clients to promote and [...]
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Financial Consultant II
Category: Accounting / Finance
Location: Detroit, Michigan
Responsibilities CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices. Our Financial Consultants will proactively call on potential new clients to promote and [...]
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Location: Detroit, Michigan
Responsibilities CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices. Our Financial Consultants will proactively call on potential new clients to promote and [...]
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Financial Consultant II
Category: Accounting / Finance
Location: Chicago, Illinois
Responsibilities CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices. Our Financial Consultants will proactively call on potential new clients to promote and [...]
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Location: Chicago, Illinois
Responsibilities CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices. Our Financial Consultants will proactively call on potential new clients to promote and [...]
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STAFF ACCOUNTANT II
Category: Accounting / Finance
Location: Danbury/Bridgeport, Connecticut
Responsibilities This position performs complex reconciliations, control (quality and financial) and reporting functions. May prepare general ledger entries to record complex financial activity, research unusual balances, items, or transactions. May perform other accounting duties assigned and assist with month-end Close. Maintain functional procedures for assigned tasks. Works more independently and requires less supervision. Participate on projects/special assignments as needed. This role is responsible for the assisting in the balancing and reconciling the less routine general ledger, [...]
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Location: Danbury/Bridgeport, Connecticut
Responsibilities This position performs complex reconciliations, control (quality and financial) and reporting functions. May prepare general ledger entries to record complex financial activity, research unusual balances, items, or transactions. May perform other accounting duties assigned and assist with month-end Close. Maintain functional procedures for assigned tasks. Works more independently and requires less supervision. Participate on projects/special assignments as needed. This role is responsible for the assisting in the balancing and reconciling the less routine general ledger, [...]
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Financial Consultant II
Category: Accounting / Finance
Location: Chicago, Illinois
Responsibilities CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices. Our Financial Consultants will proactively call on potential new clients to promote and [...]
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Location: Chicago, Illinois
Responsibilities CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices. Our Financial Consultants will proactively call on potential new clients to promote and [...]
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Lead Financial Analyst
Category: Accounting / Finance
Location: Providence, Rhode Island
Responsibilities Provide reporting and analytical support to the Director of Corporate Planning. Analyze business unit projections in context of historic performance and prescribed economic scenario. Highlight key assumptions, risks, and opportunities to senior management. Support the monthly rolling forecast process. Corral senior management to discuss changes that have evolved since previous read-out. Identify potential changes to outlook. Capture final decisions in Essbase so they can be reported to Group (RBS). Maintain the consolidated budget and forecast file. Partner with [...]
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Location: Providence, Rhode Island
Responsibilities Provide reporting and analytical support to the Director of Corporate Planning. Analyze business unit projections in context of historic performance and prescribed economic scenario. Highlight key assumptions, risks, and opportunities to senior management. Support the monthly rolling forecast process. Corral senior management to discuss changes that have evolved since previous read-out. Identify potential changes to outlook. Capture final decisions in Essbase so they can be reported to Group (RBS). Maintain the consolidated budget and forecast file. Partner with [...]
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Education Finance Partnership Product Manager
Category: Accounting / Finance
Location: Boston, Massachusetts
Responsibilities The Partnership Product Manager manages an unsecured loan product line. The incumbent has primary product, profitability, & strategic planning responsibility for our newly created loan product partnerships. This is a unique role combining a product management executive role with an affinity marketing relationship manager role. This business line is in its infancy and will require start-up effort to create profitable growth. With the customer experience design being critical, this role will have a strong focus on customer process design and distribution strategy and [...]
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Location: Boston, Massachusetts
Responsibilities The Partnership Product Manager manages an unsecured loan product line. The incumbent has primary product, profitability, & strategic planning responsibility for our newly created loan product partnerships. This is a unique role combining a product management executive role with an affinity marketing relationship manager role. This business line is in its infancy and will require start-up effort to create profitable growth. With the customer experience design being critical, this role will have a strong focus on customer process design and distribution strategy and [...]
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