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ABOUT THE AMERICAN MATHEMATICAL SOCIETYThe American Mathematical Society (AMS), founded in 1888, is a non-profit membership organization that is dedicated to advancing research and connecting the diverse global mathematical community through our publications, meetings and conferences, MathSciNet, professional services, advocacy, and awareness programs. &nbsp;The AMS has 30,000 members worldwide and offices in Rhode Island, Michigan, and Washington, DC.WHY WORK AT THE AMSAt the AMS we value excellence, inclusivity and teamwork. We work at the forefront of advancing and connecting the diverse mathematical community worldwide, and we are seeking curious, innovative, collaborative individuals to join our team.<ul><li>Excellent work-life balance with potential for hybrid work</li><li>Generous benefit offerings including:<ol><li>9.5% employer contribution to 403(a) Retirement Plan&nbsp;</li><li>100% employer-paid Life, AD&amp;D, Short- and Long-Term Disability Insurance</li><li>Medical and dental coverage with employer cost share&nbsp;</li><li>Voluntary vision, Life/AD&amp;D, and Long-term Care Insurance available through payroll deduction</li></ol></li><li>12 paid holidays&nbsp;</li><li>Generous paid time off</li><li>Technology equipment reimbursement for applicable roles</li><li>Tuition reimbursement</li><li>Commitment to equity, diversity, inclusion and a welcoming environment</li></ul>SUMMARY:The Senior Staff Accountant is responsible for applying generally accepted accounting principles and procedures to analyze financial information, and to prepare accurate and timely financial reports, reconciliations, and statements.ESSENTIAL FUNCTIONS:<ul><li>Monitor grant expenditures according to government and internal guidelines</li><li>Work directly with auditors regarding Federal Funds/single audits</li><li>Perform federal grant reconciliation, drawdowns and reporting</li><li>Perform benefit reconciliations</li><li>Record payroll and benefit expenses to General Ledger through monthly journal entries</li><li>Works closely with HR Benefit Specialist to reconcile monthly benefit expenses and invoices</li><li>Wage projection and variance explanations</li><li>Perform complex account reconciliations</li><li>Track and update changes to chart of accounts</li><li>Approve vouchers in accounts payable process related to grant reimbursements and various funds</li><li>Ensure financial records are maintained according to generally accepted accounting principles</li><li>Track and submit Quarterly Plan 65 reimbursements to retirees&nbsp;</li><li>Back-up for payroll specialist</li></ul>INTERNAL AND EXTERNAL RELATIONSHIPS:<ul><li>Internal: The Senior Staff Accountant must maintain good relationships with staff in the Membership &amp; Programs and Meetings departments in order to appropriately manage federal and other grant expenditures. &nbsp;Good communications must be maintained with all department managers to coordinate the annual budget process. &nbsp;The Senior Staff Accountant must relate well with all Fiscal team members.</li><li>External: The Senior Staff Accountant interacts with external auditors and vendors.</li></ul>SUPERVISORY RESPONSIBILITIES:<ul><li>None</li></ul>QUALIFICATIONS:&nbsp;To perform this job successfully, an individual must be able to perform the essential functions listed above satisfactorily. The qualifications listed below are representative of some of the knowledge that may be required and skills that will be developed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>BS in Accounting or equivalent degree required</li><li>Federal grant accounting experience desired; Federal Funds/Single audit experience a plus</li><li>At least five years of related experience required</li><li>Public accounting experience a plus</li><li>Strong technical accounting background</li><li>Knowledge of generally accepted accounting principles (GAAP)</li><li>Intermediate to advance Excel skills</li><li>Skilled in use of complex accounting software</li><li>Excellent analytical and problem-solving skills</li><li>Strong organizational skills</li><li>Excellent written and verbal communication skills</li><li>Ability to manage multiple projects with various deadlines</li><li>Self-starter requiring minimal supervision.</li></ul>ATTRIBUTES AND COMPETENCIES:&nbsp;The following attributes and competencies are indicators of the skills and/or behaviors necessary to successfully perform the essential functions of the position:<ul><li>Demonstrates understanding of organization’s mission, structure, culture, and constituencies</li><li>Demonstrates knowledge of own department’s work activities and mission; understands how own job impacts work of department</li><li>Responds positively to changes in the organization and the workplace</li><li>Demonstrates flexibility in responding to work demands</li><li>Demonstrates and communicates respect for the opinions and beliefs of other people at all levels and fosters a climate of mutual respect</li><li>Plans and organizes work effectively</li><li>Accepts accountability for job performance and results</li><li>Works effectively with others in a variety of settings</li><li>Uses communication tools effectively (e.g., presentation, verbal, writing, relationship building, negotiating, listening) to meet needs of audience and/or situation</li><li>Maintains professional composure in challenging situations</li><li>Exercises discretion in identifying, handling, and safeguarding confidential information</li><li>Addresses issues constructively, building cooperative relationships within and across departments</li><li>Receptive to feedback and willing to try different approaches in order to achieve the best results</li></ul>PHYSICAL DEMANDS:&nbsp;The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>Duties performed cause light fatigue of eyes, fingers, or other faculties due to long periods of standing, sitting or repetitive motion</li><li>Dexterity of hands and fingers to operate a computer keyboard, mouse, and other devices</li></ul>WORK ENVIRONMENT/CONDITIONS:&nbsp;The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>Typical office environment</li><li>Climate-controlled</li><li>Minimal noise</li><li>Performing primarily sedentary work with limited physical exertion and lifting up to 10 lbs.</li><li>Extended work hours may be required to meet project deadlines or resolve unexpected problems</li><li>This position is required to be in-office with hybrid potential</li></ul>Affirmative Action/EEO StatementThe American Mathematical Society is committed to creating a diverse environment and is proud to be an equal opportunity employer. The AMS supports equality of opportunity and treatment for all individuals, regardless of sex, gender identity or expression, race, color, national or ethnic origin, religion or religious belief, age, marital status, sexual orientation, disability status, economic background, veteran, or immigration status, or any other social or physical component of their identity.Other duties disclaimer:&nbsp;Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. It is not intended as an employment contract.

American Mathematical Society

Senior Staff Accountant

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.The SOX Governance and Advisory team within Controllership (1LOD) plays a critical role in supporting the enterprise by developing and executing a risk-based plan to assess and enhance the company’s internal controls over financial reporting. The team runs a robust governance framework to ensure compliance with the company’s 2LOD objectives and requirements of the Sarbanes-Oxley Act.The team is looking for a highly motivated and detail-oriented SOX IT Risk Advisory Manager to join our growing team. This role will help to ensure that Amex's internal controls over financial reporting with respect to IT systems and applications are in compliance with SOX. The Manager will identify and assess relevant technology controls, focusing on the relevant risks for financial reporting across all of our in-scope applications and supporting infrastructure. This will include IT General Controls covering system security, logical and physical access controls, software development and change management processes, backup recovery procedures, and cybersecurity controls as well as IT Application Controls that ensure data integrity and timeliness. The role involves extensive collaboration with Technology teams, application and process owners, related Control Management functions, and internal and external auditors.The Manager, SOX IT Risk Advisory will:<ul><li>Collaborate with Business, Technology, Finance, SOX Governance and Testing, and internal and external audit teams for matters related to SOX technology controls</li><li>Work with the SOX Governance team to ensure SOX scope alignment</li><li>Identify key technology and data risks relevant to ICFR and work with the SOX Testing team to mitigate risks and strengthen SOX controls</li><li>Consult on the control design and implementation of required and repeatable IT controls with process owners to meet regulatory requirements, including for new products, processes, and system implementations, ensuring appropriate internal controls are in place</li><li>Serve as a subject matter expert on technology-related SOX risks and controls and provide guidance to business and technology stakeholders</li><li>Support training and communications as needed on relevant technology risks and controls practices for the enterprise</li></ul>Required Qualifications<ul><li>4+ years of IT controls auditing and/or consulting</li><li>Demonstrated experience understanding business and IT processes and identifying and assessing associated ITGCs, ITACs, interfaces, and key reports</li><li>IT and IS risk domain knowledge best practices and principles</li><li>Strong understanding of financial reporting risk and requirements of the Sarbanes-Oxley act as well as internal control frameworks (e.g., COSO)</li><li>Excellent project management, communication, and interpersonal skills, with an ability to interact and obtain buy-in from Business and Technology owners</li><li>Strong written and verbal communication skills to articulate risk/control insights to both technical and non-technical stakeholders</li><li>Demonstrated history and ability to work with multiple teams, spread over geographies and with varying backgrounds</li></ul>Preferred Qualifications<ul><li>Bachelor's degree in Management Information Systems, Information Technology, Computer and Information Science, Accounting, Business, or a related field</li><li>Relevant professional certifications such as CISA, CISSP, CPA, CISM, or CRISC&nbsp;</li><li>Knowledge in Oracle, security, and cloud technologies</li><li>Knowledge of industry best practices for technology controls including frameworks from ISACA, NIST, ISO, and ITIL</li></ul>Salary Range: $80,000.00 to $155,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.&nbsp;

American Express

Manager - SOX IT - Risk Advisory - Finance

Finance Career Development Program (FCDP) - July/August 2025 StartSponsorship is not available for this roleWe are looking for talented, driven, and passionate people who are excited to join an early career rotational program that offers robust hands-on career development &nbsp;through rotations beginning in the Summer of 2025.The FCDP consists of rotations through our organizations financial and accounting functions and is designed to provide you with the capabilities, exposure, and development needed to accelerate your career.Each rotation in different business units will help grow your financial acumen and business knowledge to build an overall understanding of National Life Group, knowledge of the life insurance industry, and position you for future growth opportunities.The potential business areas you will rotate through are:<ul><li>Financial Reporting – Learn about the financial statements prepared on a GAAP and Statutory basis, be part of the financial close, and work closely with internal stakeholders as well as external auditors to communicate results.</li><li>Corporate Accounting – Work closely with the team on recording direct expenses, including accounts payable, expense accruals, allocations, and cash account reconciliations. Gain exposure to finance IT systems.</li><li>Internal Audit - Gain a foundational understanding of the Audit process, including risk assessment, internal control identification and testing techniques. Our team works across all levels and functions in the organization to ensure the integrity of the financial statements and company processes.</li><li>Treasury - Learn all about how cash goes in/out of the organization and assist on banking solutions and services to enhance the customer experience. Our team forecasts investable cash to optimize daily cash management, liquidity, and debt obligations. This helps support National Life's Investment team on maximizing market opportunities.</li><li>Reinsurance - Assist with the administration of reinsured policies for all lines of business in accordance with the reinsurance agreements between National Life Group and reinsurance companies. Our team interacts regularly with reinsurers, underwriters, and claims examiners to ensure efficient and accurate financial reporting.</li><li>Enterprise Risk Management – Enterprise Risk Management is a key component in ensuring National Life Group’s reaches its strategic and operational goals. Asist with risk dashboard reporting, risk ands solvency assessments, risk committee planning and ad hoc financial and economic analysis</li><li>Capital Management - Capital management is a key element of National Life’s growth and one of the company’s strategic differentiators.&nbsp; Assist with the opportunities to improve the organization’s capital position helping to ensure NLG continues to keep its promises to policyholders and allow our distribution to seize growth opportunities.&nbsp; This position is part of a highly collaborative team that works with many groups throughout the organization to procure and maintain ample access to capital.&nbsp;&nbsp;</li><li>FIT Team– The Finance Improvement Teamsupports all of the financial management group with process improvement and the execution of the finance team’s strategy and vision.</li><li>Financial Planning and Analysis - Gain a broad understanding of how National Life measures and evaluates its financial performance, projects future results, and sets short and long-term targets while working with stakeholders across the enterprise.</li><li>Tax - This position will touch all aspects of the corporate tax function including tax compliance, tax accounting, and process improvements driven by data analysis.&nbsp; The position offers a great opportunity to gain broad tax, finance, and industry experience at a growing organization.</li></ul>As a participant in the program, your development will be supported through on-the-job learning and continuous mentorship with the goal to assist your personal and professional development. Candidates pursuing a CPA, CIA, CMA or a similar designation will be offered rotations with the qualifying experience and supervision necessary to meet the guidelines of the credential. By growing your finance and accounting career at NLG, you will have unparalleled exposure and learning opportunities and the chance to make a lasting impact across the organization.Job Specifications<ul><li>Bachelor’s degree in Accounting, Finance, Math, Economics, or Business is preferred</li><li>Demonstrated leadership abilities</li><li>Excellent written and verbal communication skills</li><li>Creative problem solving and strong analytical reasoning skills</li><li>Strong interpersonal skills</li><li>Highly motivated and self-directed</li><li>Able to work independently within established timeframes</li><li>Ability to think strategically and respond tactically in a dynamic environment</li><li>Well organized and able to handle multiple priorities at one time</li><li>Comfortable with ambiguity</li></ul> <h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6>#LI-DO#LI-HYBRID<h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Finance Career Development Program Associate-Summer 2025 Start

Company Profile80 years and countless innovations later, JCB is the world’s largest privately-owned manufacturer of construction and agricultural equipment. At 22 plants spanning four continents—and countries including the United States, the United Kingdom, India and Brazil—JCB manufactures a range of more than 300 products including Loadall telescopic handlers, backhoeloaders, excavators, wheel loaders, compact excavators, skid steer loaders, compact track loaders, Accessaerial work platforms, rough terrain forklifts, and Fastrac tractors. JCB people are at the heart of our business and as a family-owned business we answer to our customers, not a group of shareholders. That freedom allows us to concentrate on developing the latest technologies and incorporating them into our equipment. We focus on what our customer needs on the jobsite – a machine that holds up in the toughest environment and increases their productivity. At JCB, we stand behind our products – and our name. Position PurposeThis position is responsible for overseeing the credit process and analyzing financial information as it pertains to credit for dealers and customers.&nbsp; In addition, this position is responsible for providing competitive retail and Dealer Owned Rental Fleet (DORF) financing programs to facilitate the movement of JCB Equipment (new and used) through the distribution channels in the North American region.Major Tasks, Responsibilities &amp; Key Accountabilities<ul><li>Prepare budgets</li><li>Produce reports comparing actual costs with budgeted costs</li><li>Maintain relationships with various funding sources to support retail and DORF programs</li><li>Obtain industry information on competitive retail programs on other manufacturers and develop retail and wholesale plans for JCB Dealers</li><li>Provide sales training to JCB Dealers to help sell more equipment by offering financing and leasing solutions</li><li>Prepare and analyze financial data to recommend inventory line of credit for JCB Dealers on new and used equipment</li><li>Review and help funding sources with any portfolio issues and remarket repossessions and off-lease JCB equipment</li><li>Liaise between customers, dealers and funding sources</li><li>Inspect financial transactions for accuracy and completeness</li><li>Create financial reports</li><li>Assist New Business Managers as needed</li></ul>Minimum Qualifications <ul><li>Must pass any drug screens, background checks and any pre-employments tests as applicable.</li><li>Bachelor’s degree in accounting or finance</li><li>Five years of accounting or finance experience</li></ul>Preferred Qualifications<ul><li>Master’s degree in accounting or finance</li><li>Five years of accounting or finance experience in a manufacturing environment&nbsp; </li></ul>Knowledge, Skills, Abilities &amp; Competencies<ul><li>Proficient in Microsoft Office software </li><li>Comfortable in an in-person office environment</li><li>Technical competence is a plus</li><li>Must be customer service oriented, flexible, and have a high energy level</li><li>Must have excellent follow-through skills </li><li>Must have a professional, polished, and sophisticated demeanor and be comfortable in most social settings</li><li>Must be open to domestic and international travel</li><li>Desire and proven ability to learn and grow </li></ul>Job Conditions<ul><li>Both office environment and occasionally manufacturing/factory environment</li><li>Subject to noise and temperature changes</li></ul>Physical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to:<ul><li>Sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. </li><li>The employee is occasionally required to stand and walk. </li><li>The employee must frequently lift and/or move up to 10 pounds. </li><li>Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.</li></ul>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED.JCB Inc. is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.Disclaimer: This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.&nbsp;&nbsp;JobFamilyManagementPayTypeSalary

General Manager - JCB Finance

<h3>Job Description:</h3>Financial AnalystThe RoleThis position sits within the Center of Enterprise Technology Analytics team primarily supporting Enterprise Technology Business Units (BUs). This role is highly analytical and requires an individual who can multi-task in a fast-paced and highly sophisticated organization. The ability to partner with Decision Support, IT Finance senior leaders, IT product management, Controller, and other finance organizations is a necessity.<ul><li>Validate and providing clear and concise evaluations, analysis, and financial models.</li><li>Developing financial analysis and reporting for BUs, month-end close processing, variance analysis and related business commentary.</li><li>Supporting ongoing/ad-hoc analysis and develop recommendations, including scenario analysis.</li><li>Evaluating and improving IT financial management processes to meet changing business needs and efficiency goals.</li><li>Be an integral and active participant in helping the team achieve goals and objectives</li></ul>The Skills and Expertise You Bring<ul><li>Bachelor’s degree in finance, Accounting, or Business with 2 to 3 years of related Finance experience.</li><li>Applicants must have outstanding analytical, communication, conceptual thinking, and problem-solving capabilities. Flexibility and the skill to both lead and contribute to teams.</li><li>Business maturity and presence to optimally interact with senior management.</li><li>Proven excellent communication and interpersonal skills with confidence and ability to influence others across the company while building relationships.</li><li>Keen ability to envision the big picture while maintaining close attention to detail.</li><li>Your solid understanding of financial principles and practical experience in applying this knowledge to business situations.</li><li>Synthesis of analysis and research into strategic insights and practical recommendations.</li><li>Solid knowledge of financial tools (Excel, PowerBI, TBM, Anaplan, PowerPoint) and financial modeling.</li><li>Your ability to manage deliverables independently and with a high degree of efficiency.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Financial Analyst is aligned to one, or more, business unit(s) and tasked with providing excellent finance support and analysis. The role is responsible for expense management, providing a broad range of financial analytics, reporting on and delivering financial reviews, and executing on financial controls in a matrix environment. In addition, this position plays a lead role in month-end close activities and telling the story to leadership.<h3>Certifications:</h3><h3>Category:</h3>FinanceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Financial Analyst

Job Title Financial Specialist Requisition Number RE50800 Working Title Department Name 40526:Interdisciplinary Human Develo Work Location Lexington, KY Grade Level 43 Salary Range $19.18-30.68/hour Type of Position Staff Position Time Status Full-Time Required Education AA Click here for more information about equivalencies: <a href="https://hr.uky.edu/employment/working-uk/equivalencies" target="_blank">https://hr.uky.edu/employment/working-uk/equivalencies</a> Required Related Experience 5 yrs Required License/Registration/Certification None Physical Requirements Sitting at a computer for long periods of time. Shift Monday-Friday; 8:00 am-5:00 pm. Job Summary The Financial Specialist supports the fiscal operations of the Institute by processing accounting transactions, enforcing financial policies, and maintaining accurate financial documentation across multiple funding sources. This position requires comprehensive knowledge of University of Kentucky systems (e.g., PRD, SRM, Concur, JV, SAP, Tableau) and state and federal regulations to ensure all financial transactions are accurate, timely, and compliant. The Financial Specialist serves as a key resource to staff by providing guidance, troubleshooting issues, and collaborating with the Financial Specialist Lead to resolve complex matters. In addition to daily transaction processing, this role generates financial reports, monitors transaction accuracy, and participates in reconciliation and continuous improvement activities. The Financial Specialist also contributes to process optimization efforts and educates staff on University policies and procedures, supporting the overall financial integrity and operational efficiency of the Institute. This role requires strong attention to detail, problem-solving skills, and the ability to work both independently and collaboratively within a team environment. Internal Employee Being Considered Skills / Knowledge / Abilities Does this position have supervisory responsibilities? No Preferred Education/Experience Deadline to Apply 07/09/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Financial Specialist

Position SummaryThe Tax Manager is responsible for managing all areas of federal, state, and local tax compliance, including maintaining a database of filings, permits, and exemptions. Responsibilities also include being the main contact with the company’s external tax advisors on all tax issues and generally supporting the company with tax requirements.Role &amp; Responsibilities<ul><li>Together with external tax advisors, prepare all Federal, State and Local tax calculations and analysis to ensure accurate and timely filing of returns and payments with multiple state, city and county authorities including income, sales &amp; use, franchise, personal property, beverage/excise, real estate taxes, and miscellaneous taxes</li><li>Organize and maintain electronic tax records and various tax website credentials</li><li>Define policies and procedures including tax calendar maintenance to ensure proper filing of tax returns</li><li>Monitor changes in tax rates and legislation, update management and team about discovered modifications, and initiate alterations to comply with authoritative requirements</li><li>Utilize online tax research services to reach conclusions about newly explored opportunities or jurisdictions</li><li>Propose strategies for minimizing tax liabilities</li><li>Resolve tax assessments and/or notices through written and verbal communication with state and local tax representatives</li><li>Maintain notice activity relative to incoming notices and active notice balances</li><li>Compile information and supporting documentation to satisfy information document requests issued by tax auditors</li><li>Liaise between the accounting group and external tax advisors. </li><li>Train contractors on use tax requirements </li><li>Provide tax coding and vouchers/backup for tax expenses and training as needed</li><li>Define methodology to collect and report data for the required sales tax returns</li><li>Administer 1099 and 1042 and any other required reporting</li></ul>Key Competencies<ul><li>Analytical--Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures.</li><li>Planning/Organizing--Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.</li><li>Business Acumen--Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals. </li><li>Problem-Solving--Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem-solving situations; Uses reason even when dealing with emotional topics. </li><li>Communication--Communicates clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings; Writes clearly and informatively. </li></ul>Key Relationships<ul><li>Internal: PDI, Becle &amp; Legal</li><li>External: Various Tax agencies</li></ul>Knowledge and Experience<ul><li>Bachelor’s degree required, MBA a plus</li><li>7 years of experience in the related area or Spirits Industry</li><li>Extensive knowledge and proficiency in Microsoft PowerPoint, Project Management, Excel, and Word</li><li>Ability to work with syndicated data for storytelling</li><li>Working knowledge of SAP, tax preparation software and tax provision preparation</li><li>Excellent written and oral communication skills</li></ul>The salary range for this role is a base salary of $90,000 - $120,000 along with an annual bonus, 401K match, and medical and wellness benefits. The range will vary if outside of this location. Base salaries are determined during our interview process, by assessing a candidate’s experience and skill set against internal peers and against the scope and responsibilities of the position. Proximo is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment based on race, color, sex (including pregnancy), sexual orientation, gender identity or expression, religion, national origin, citizenship status, age, genetic information, physical or mental disability of an otherwise qualified individual, membership or application for membership in a uniformed service, engaging in legally protected activity, or any other characteristic protected under applicable law.

Proximo Spirits

Tax Manager

Senior Accountant, Accounting PolicySponsorship is not available for this role.Position Summary:National Life Group is seeking a highly motivated Senior Accountant Policy professional to join the corporate finance team. The Senior Accountant with strong insurance accounting knowledge will assess technical transactions, research and interpret accounting guidance and regulatory policy, and engage with leadership on accounting matters. This individual contributor role will work closely with other members of the Controller team and business units within the Company.Key Responsibilities:<ul><li>Research relevant accounting guidance (U.S. GAAP and Statutory Accounting Principles) to evaluate complex and technical business transactions</li><li>Develop, maintain, and update the company’s accounting policy manual and technical memos</li><li>Draft clear, practical accounting policies based on U.S. GAAP and Statutory Accounting Principles</li><li>Monitor changes in accounting guidance and regulatory developments (e.g. FASB and NAIC) and assess their impact</li><li>Communicate new and emerging technical accounting policy developments and related regulatory developments to key stakeholders</li><li>Ensure company-wide accounting policies are current and compliant with existing and recently issued accounting standards and regulations</li><li>Serve as a resource to team members and applicable internal/external stakeholders on more complex technical accounting policy and compliance issues for assigned areas of responsibility</li><li>Provides technical accounting support on transactions and strategic initiatives by identifying any accounting issues during the process and developing/integrating technical accounting policies, as needed</li></ul>Requirements:<ul><li>Bachelor’s degree in Accounting or Finance</li><li>5+ years of relevant experience in accounting policy, technical accounting, or audit in public accounting&nbsp;</li><li>CPA required</li><li>Previous public accounting experience strongly preferred</li><li>Strong knowledge of U.S. GAAP and Statutory Accounting Principles, preferably in the life, health, or P&amp;C insurance sector</li><li>Familiarity with NAIC guidance and statutory reporting requirements</li><li>Experience with insurance products, reinsurance arrangements, and investment accounting is a plus</li><li>Excellent research, analytical, and technical writing skills</li><li>Strong communication and collaboration skills across cross-functional teams</li><li>Proficiency in Microsoft Excel and Word; experience with accounting research tools (e.g. PwC Checkpoint, DART, CCH) preferred</li><li>Good verbal and written communication skills</li><li>Ability to work flexible hours as required</li></ul> <h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6>#LI-DO#LI-HYBRID<h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Senior Accountant, Accounting Policy

Position Title: Property Accountant Location: Jericho, NY Full Time/Part Time: Full time Req ID: R289-2025 Description: ****Unless specifically contracted, resumes from recruiting agencies are not being accepted for this position.****** We are currently seeking a Property Accountant to handle all aspects of site level accounting, analysis and reporting for a portfolio of U.S. assets. This would include the preparation of financial statements, explanations of balance sheet variances, review of base rent, recoveries and expense variance analyses. They will also prepare all necessary supporting and accounting schedules.The position requires strong attention to detail, organizational and communication skills, the ability to focus on meeting deadlines, as well as be able to multi-task and work in a fast paced environment. The individual must thrive in a team environment; possess the ability to form strong working relationships throughout the organization. Responsibilities include:<ul><li>Process monthly and quarterly accounting close entries</li><li>Review general ledger balances for completeness, accuracy and account classification</li><li>Prepare general ledger account reconciliations, including sub-ledger to ledger systems</li><li>Review reconciliations prepared by outside vendors</li><li>Prepare detailed analysis of general ledger account fluctuations, coordinating with lease analysts, property managers and administrators for explanations</li><li>Assist in preparation of Net Operating Income and same site variance analysis</li><li>Assist in all day-to-day accounting activities, including posting of multiple property accounting transactions, monitoring and maintaining property cash activities and balances</li><li>Review and maintain the fixed asset ledger</li><li>Monitor property tax payments; ground rent payments</li><li>Prepare and process revenue recovery true-up adjustments</li><li>Understand mortgage terms (reporting, impound and escrow reimbursement requirements)</li><li>Calculate property related fees</li></ul>Requirements:<ul><li>Bachelors degree in accounting</li><li>2 years’ experience in public accounting and/or commercial real estate accounting</li><li>Property accounting and analysis experience a plus</li><li>Advance Microsoft Word, Excel and Outlook, with ability to quickly pick up other systems</li><li>Strong analytical, written, and verbal skills</li></ul>The expected salary range for this position is between $65,000 and $75,000. The actual compensation will be based on factors such as scope and responsibilities of the position, candidate's work experience, education/training, job-related skills, internal peer equity, market and business considerations and other factors permitted by law.** Kimco Realty is an Equal Opportunity Employer – Veteran/Disability ** About Us: Kimco's mission is to create destinations for everyday living that inspire a sense of community and deliver value to our many stakeholders. Kimco Realty® (NYSE: KIM) is a real estate investment trust (REIT) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States. The company’s portfolio is strategically concentrated in the first-ring suburbs of the top major metropolitan markets, including high-barrier-to-entry coastal markets and rapidly expanding Sun Belt cities. Its tenant mix is focused on essential, necessity-based goods and services that drive multiple shopping trips per week. Publicly traded on the NYSE since 1991 and included in the S&amp;P 500 Index, the company has specialized in shopping center ownership, management, acquisitions, and value-enhancing redevelopment activities for more than 65 years. With a proven commitment to corporate responsibility, Kimco Realty is a recognized industry leader in this area. As of December 31, 2024, the company owned interests in 568 U.S. shopping centers and mixed-use assets comprising 101 million square feet of gross leasable space. PI274654044

Kimco Realty Corporation

Property Accountant

Welcome to Whataburger Careers!Ensures accurate recording of financial transactions for preparation of period-end consolidated and segment reports. Establishes and monitors controls for the safeguarding of company assets. Reviews and prepares monthly accruals for assigned segment expenses. Performs mid-level Finance and Accounting functions that require specialized accounting knowledge. Analyzes assigned Balance Sheet accounts and prepares work papers monthly. Assists with monthly closing and account analysis. Researches and documents unit account variance analysis on a monthly basis for internal reporting. Prepares month-end write ups. Reviews and approves new business unit and account set up requests. Reviews and updates policy and procedures. Assists with other projects and tasks, as assigned.Total Rewards:<ul><li>Competitive Weekly Pay</li><li>Bonus Program with 250% Upside Potential</li><li>Performance for Pay Program – Eligibility to Receive a Pay Increase Once a Year, Based on Performance</li><li>Opportunities for Career Development and Growth</li><li>Healthcare and Life Insurance Benefits</li><li>Paid Time Off - 5 Weeks on Day 1</li><li>Flex Weeks - Remote Work Arrangement</li><li>Paid Corporate Holidays</li><li>401(k) Savings Plan with a Competitive Company Match</li><li>Paid Parental Leave – Subject to Eligibility Requirements</li><li>Short-Term Disability</li><li>Long-Term Disability</li><li>Scholarship Program - You and Your Dependents are Eligible!</li><li>Whataburger Family Foundation (Hardship Grant Assistance)</li><li>Discounted Meals For You and a Guest</li><li>Wireless Service Discounts</li><li>Computer &amp; Software Discounts</li><li>Fitness / Gym Discounts</li><li>Awards and Recognition For All You Do</li><li>Retirement Celebration Program</li></ul>Responsibilities: <ul><li>Creates and documents process and procedures for Corporate and Segment Accounting functions</li><li>Maintains responsibility for analyzing Corporate and Segment Accounting transactions</li><li>Establishes and implements a sound operational and organizational plan in direct support of Corporate and Segment Accounting</li><li>Prepares reports, as assigned by the Accounting Manager.</li><li>Maintains responsibility for Corporate and Segment analysis and reporting.</li><li>Coordinates monthly Corporate and Segment Accounting reporting.</li><li>Maintains responsibility for Corporate and Segment Accounting Balance Sheet and P &amp; L analysis and variance explanations</li><li>Tracks, reviews and reports performance of Corporate and Segment Accounting according to Plan identifying causation of significant variances with recommendations.&nbsp;</li><li>Maintains responsibility for summarizing Corporate and Segment Accounting – providing analysis and financial statement classification for accuracy and risks mitigation.</li><li>Develops and reports on key performance indicators for Corporate and Segment Accounting</li><li>Provides analysis for Corporate and Segment Accounting Forecast Model</li><li>Compares performance with plans and standards for Corporate and Segment Accounting.&nbsp; Provides reports and interprets the results of Corporate and Segment Accounting to all levels of management.&nbsp; This includes the formulation of accounting policies, the preparation of financial reports and data, the coordination of systems and procedures, and special reports as required.</li><li>Provides analysis of Corporate and Segment Accounting for MLT presentations and Board &amp; Banker’s meetings</li></ul>Education:<ul><li>Bachelor’s Degree in Accounting, Finance or related field required</li></ul>Experience:<ul><li>Experience in contributing to the management of projects is preferred.</li><li>Proficiency in MS Office Word, Excel, Outlook, Power Point and Visio is required.&nbsp;</li><li>0-6 months experience preferably in restaurant industry</li></ul>Knowledge:<ul><li>Basic professional or theoretical knowledge and fundamental concepts, practices and procedures of a particular field of specialization in the execution of assigned duties and responsibilities</li><li>Elementary understanding of budgetary concepts and procedures</li><li>Elementary understanding of departmental structure and policies with an elementary understanding of the cross- functional structure and policies of Whataburger Restaurants LLC</li><li>Elementary ability to delegate tasks and get work done through others</li></ul>Professional Certification:<ul><li>Certified Public Accountant, preferred.</li></ul>Working Conditions/Travel Requirements:<ul><li>Exempt Family Members are expected to work the necessary time to satisfactorily fulfill job responsibilities</li><li>Must be able to report to work timely and as required by operational/business needs</li><li>Must be able to work a full-time schedule with a minimum of 40 hours per work week</li><li>Must be able to travel occasionally</li><li>Working conditions exist to satisfactorily fulfill job responsibilities</li></ul>300 Concord Plaza Dr San Antonio TX 78216-6903

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