field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<h3>Job Description:</h3>RoleThe Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors. The Expertise and Skills We’re Looking For<ul><li>College degree preferred or equivalent work-related experience.</li><li>Series 7 &amp; 63 must be obtained within 120 days of hire.</li><li>8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</li><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time management skills and attention to detail.</li><li>You have demonstrated problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.</li><li>Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.</li><li>Building client relationship to highest level of decision makers.</li><li>Planning and conducting effective in-person and/or phone meetings.</li><li>Makes thorough plans and preparations for client meetings.</li><li>Properly planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings.</li><li>Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</li><li>The MD is expected to own the client relationships for which they are accountable.</li><li>This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery.</li></ul>TeamThe Managing Director focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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

Director, Managing Director- 401K Relationship Manager

Description:
We are committed to supporting at risk children and families by providing them with tools and resources to help prevent children from experiencing child abuse, neglect and abandonment. We are a Christian agency that believes in living our mission: “to provide Christ-centered care and support to children and families in need.” In response to this community-wide challenge, Presbyterian Children’s Homes and Services (PCHAS), provides 14 programs and services in 28 locations in Texas, Missouri and Louisiana. In all of our programs, we seek to provide children with permanent homes and adults with increased self-sufficiency. This is accomplished by the agency’s commitment to “The PCHAS Way” which inspires the agency to be strength-focused, family-centered, and goal driven with every client. Benefits of serving children and families in need through PCHAS include competitive salaries, flex work schedules, paid time off, medical, dental and vision insurance options, voluntary life insurance options, paid holidays, and a very generous retirement plan (after one year of service and working 1,000 hours the agency matches an employee’s contribution). Status: Exempt Working Conditions: The position is hybrid and works both in the agency designated office and remotely in a typical home/office setting with daily use of the Financial Edge Accounting system, Paylocity payroll system and other software, specifically Advanced Microsoft Office Excel. There is occasional need to visit Agency locations and driving on behalf of the agency. Position Summary: Provides skilled accounting services with minimal supervision to the Agency in order to maintain accurate and timely accounting records and other financial information. This position reports to the Director of Accounting. Essential Job Functions<ul><li>This position has primary responsibility for processing payroll. It is responsible for maintaining all payroll related records and reports. Duties include but are not limited to ensuring employees are paid accurately, auditing timekeeping records for compliance with established standards, maintaining time and attendance records, monitoring FMLA status, and ensuring garnishments are accurately taken.</li><li>This position is responsible for managing the day-to-day operation for Accounts Payable in Texas and provides leadership and expertise to all accounting staff related to all areas of the accounting function and demonstrates effective collaboration across department lines.</li><li>Directly supervises the Payroll and Accounts Payable team.</li><li>Performs various accounts payable processes, maintains various payable related records and conducts various monthly invoice/statement reconciliations as assigned.</li><li>Supervise the preparation of month-end budget to actual variance reports for assigned departments and for the delivery of those reports to the respective departments.</li><li>Supervises the preparation of annual IRS Form 1099s for the entire Agency.</li><li>Provides assistance to the Vice President of Finance and/or the Director of Accounting for various projects that may arise. This includes the preparation of workpapers for annual audit and others duties as assigned.</li><li>Other duties as assigned.</li></ul>

Requirements:
Requirements: This position requires a bachelor’s degree with four years of related experience demonstrating working knowledge of the principles and practices of accounting. This position requires a trustworthy individual who is able to maintain confidences in all areas related to the business and welfare information of the Agency. There are no specific licenses required for this position. Other RequirementsMust hold a valid driver’s license, have and maintain a risk-free driving record. Must be willing to undergo initial and periodic child abuse/neglect, criminal history, sexual offender, and childcare/elder care disqualification list screenings. As requested, must submit fingerprints for review by the state of your employment and Federal Bureau of Investigation (FBI). Must undergo a pre-employment drug screen and a pre-employment physical with the results showing no evidence of communicable disease. Christian CommitmentPresbyterian Children’s Homes and Services is a faith-based Christian organization. We provide Christ-centered care and support to children and families in need. We strive to serve like Jesus. We meet our clients where they are and treat them with respect. We focus on our clients’ strengths rather than their problems. And we encourage our clients to focus on their future rather than their past. When we do this well, we help our clients find hope and know the love of God. PI278850742

Accounting Manager

<h3>Job Description:</h3>As a Director, Retirement Planner in the Regional Center, you’re a pro at delivering fundamental and complex guidance to workplace retirement plan participants. Your role is key in helping each plan participant achieve success with planning for their future.The Expertise We’re Looking For<ul><li>Bachelor’s degree required, Master’s degree preferred</li><li>10 years minimum investment sales/financial planning experience</li><li>Series 7,63, 65/66 (required)</li><li>Life and annuity licenses (required)</li><li>Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) designation will be required to obtain if you do not currently possess it.</li><li>Participant sales experience</li><li>Proven track record in generating sales and managing relationships with high net worth clients</li></ul>The Purpose of Your RoleAs a Director, Retirement Planner at the Regional Center, you will be an integral part of a cross-functional team consisting of the Managing Director, Workplace Regional Manager, Planning &amp; Guidance team, and retail partners. You will facilitate high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews. You’ll be responsible for understanding the client’s unique financial situation and providing personalized solutions. You will partner with the team to consistently deliver high levels of customer satisfaction, growing Personal &amp; Workplace Investments business in your region, client profitability, creating plan level opportunities and driving crossover relationships.The Skills You Bring<ul><li>Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning.</li><li>Outstanding written, verbal and interpersonal communication skills in order to interact with plan sponsors and participants.</li><li>Your exceptional presentation skills in virtual, one-on-one and group settings.</li><li>Your desire to continue your education through completion/participation in advanced degrees, certificate programs, institutes, or seminars</li></ul>The Value You Deliver<ul><li>You’ll be responsible for exceeding assigned targets and driving both Personal &amp; Workplace Investments Sales, by providing direction and guidance on the planning, execution, and investing needs of our premium service eligible participants.</li><li>You will recognize opportunities and position Fidelity PWIS solutions while achieving assigned sales targets.</li><li>Primarily focused on working with the team in the field to ensure the personal satisfaction of the Premium Services eligible participants across multiple workplace companies.</li></ul>How Your Work Impacts the OrganizationYou’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways such as increasing cash flow through increasing deferrals and driving crossover customers to create Personal &amp; Workplace Investment flows.<h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Life, Health, Variable Annuities - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Director, Retirement Planner - Tampa, FL

<h3>Job Description:</h3>Managing Director, Relationship ManagerThe Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 40 – 50 client relationships that may range $10 – $40M in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.<h3>The Expertise We’re Looking For</h3><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3-6 months of acquiring the position.</li><li>3+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry.</li></ul><h3>The Purpose of Your Role</h3>The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. This role will require ~35% of travel.<h3>The Skills You Bring</h3><ul><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time leadership skills and attention to detail.</li><li>You have shown problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>You have experience working with Financial Advisors.</li></ul><h3>The Value You Deliver</h3><ul><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships, including with the highest level of decision makers.</li><li>Building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s 'trusted advisor' in partnership with the Plan’s Advisor.</li><li>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor.</li><li>Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client.</li><li>Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor.</li><li>Accurately planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients and their advisors on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor.</li><li>Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>Acting as the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>Developing strong working relationships internally.</li></ul><h3>How Your Work Impacts the Organization</h3>Focusing on understanding and responding to clients and advisors. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.The base salary range for this position is $80,000 - $130,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Managing Director- 401K Relationship Manager

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join Harvard Divinity School?Harvard Divinity School (HDS) is a nonsectarian school of religious and theological studies that educates students both in the pursuit of the academic study of religion and in preparation for leadership in religious, governmental, and a wide range of service organizations. HDS provides an intellectual home where scholars and professionals from around the globe research and teach the varieties of religion, in service of a just world at peace across religious and cultural divides. Job Description The Director of Finance provides strategic and operational leadership for all aspects of Harvard Divinity School’s financial management, including budgeting, forecasting, and accounting. Reporting to the Chief Financial Officer, this position ensures the effective stewardship of resources, alignment with University policies, and the advancement of the School’s academic and operational goals.&nbsp;&nbsp;This is a fully benefits-eligible term position through June 30, 2027, with the potential for extension or transition to a continuing role.Financial Administration and Operations:<ul><li>Oversee financial operations and administration, including financial reporting, compliance, and application of University policies.</li><li>Ensure internal control activities are followed according to University policy in accounting, budgeting and financial reporting areas.</li><li>Partner with departments to ensure accurate, efficient, and transparent financial processes.</li><li>Lead quarterly reviews with the Financial Accounting and Reporting (FAR) office and provide analytical insights on variances and trends.</li><li>Identify potential operational challenges and propose solutions. Manage the development and implementation of operational policies, procedures and training for financial staff.</li><li>Serves in a consulting and review capacity for sponsored research activities, providing guidance to departments on budget preparation and post-award management.</li></ul>Financial Planning and Analysis:<ul><li>Lead annual and multi-year financial planning, forecasting, and analysis in close partnership with the CFO and senior leadership.</li><li>Develop specialized reporting and analyses for use in financial planning.</li><li>Provide financial insights and recommendations that inform strategic decisions and resource allocations across the School.</li><li>Analyze metrics and identify opportunities to streamline processes; develop and implement plans for improved procedures.</li><li>Evaluate departmental financial policies and procedures, recommend improvements.&nbsp;</li></ul>Management:<ul><li>Supervises and manages a team of finance professionals, ensuring effective hiring, onboarding, training, and performance management. Leads and mentors staff to foster and promote an inclusive, collaborative, and innovative work environment.</li></ul>Working Conditions: This is a position that is based at a Harvard campus location with some remote work options available. Additional details will be discussed during the interview process. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp; Qualifications Basic Qualifications: <ul><li>Bachelor’s degree or equivalent work experience required.</li><li>Minimum of 8 years’ relevant work experience.</li><li>Supervisory experience.</li><li>Candidates wishing to be considered must supply a cover letter in addition to a resume.</li></ul> 
Additional Qualifications and Skills: <ul><li>MBA or Master’s degree in relevant field&nbsp;preferred.</li><li>Advanced knowledge of budget management, financial analysis&nbsp;and financial modeling; working knowledge of accounting&nbsp;principles.</li><li>Understanding of systems, governance, and decision-making in a university environment.&nbsp;</li><li>Demonstrated experience with financial systems and data query tools.</li><li>A minimum of three years of experience with finance, controls and budgeting, including the ability to read, understand, and act on complex financial reports.&nbsp;</li><li>An ability to manage multiple activities simultaneously, delivering on commitments, and operating with speed, accuracy, and strong judgment.&nbsp;</li><li>*IMPORTANT NOTE: Your cover letter and resume should be combined into a SINGLE DOCUMENT under the resume tab. Cover letters are required for every position at Harvard Divinity School. We regret that the Harvard Divinity School does not provide Visa sponsorship.</li></ul> Additional Information <ul><li>Appointment End Date: June 30, 2027,&nbsp;with the potential for extension or transition to a continuing role.</li><li>Standard Hours/Schedule: 35 hours per week</li><li>Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position</li><li>Pre-Employment Screening: Identity, Education</li></ul>Work Format DetailsThis is a position that is based at a Harvard campus location with some remote work options available. Additional details will be discussed during the interview process. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;
Salary Grade and RangesThis position is salary grade level 059. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.

Harvard University FAS Human Resources

Director of Finance

Job Title Accounting Manager Senior Requisition Number RE52015 Working Title Department Name 3A300:Accounting &amp; Financial Reporting Services Work Location Lexington, KY Grade Level 47 Salary Range $57,158-94,286/year Type of Position Staff Position Time Status Full-Time Required Education BA 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 6 yrs Required License/Registration/Certification None Physical Requirements Sitting and/or standing for long periods of time; performing repetitive motion tasks; effectively communicating with individuals from diverse backgrounds. Shift Typically Monday -Friday, 8:00am – 5:00pm Job Summary Responsible for: <ul><li>University wide compliance with state and institutional policies and procedures</li><li>Preparation and/or analysis of the University’s affiliate and component unit financial statements as assigned, including but not limited to University HealthCare, Royal Blue Health, and Claire Blue Health</li><li>Other financial reports in accordance with GAAP, AICPA, GASB, NACUBO, CAS and IRS guidelines</li><li>Assisting UFS leadership to achieve goals and objectives of the division and the University</li></ul> Skills / Knowledge / Abilities N/A Does this position have supervisory responsibilities? No Preferred Education/Experience Deadline to Apply 11/02/2025 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. The University follows both the federal and state Constitutions as well as all applicable federal and state laws on nondiscrimination. The University provides equal opportunities for qualified persons in all aspects of institutional operations and does not discriminate on the basis of race, color, national origin, ethnic origin, religion, creed, age, physical or mental disability, veteran status, uniformed service, political belief, sex, sexual orientation, gender identity, gender expression, pregnancy, marital status, genetic information or social or economic status. 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.

Accounting Manager Senior

It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! When you become part of the Chapters Health Team, you’ll realize it’s more than a job. It’s a mission. We’re committed to providing outstanding patient care and a high level of customer service in our communities every day. Our employees make all the difference in our success!Role: The Account Development Liaison is responsible for all activities designated to increase referrals/admissions and enhancing relationships with referral sources. These activities may include, but are not limited to; education, marketing, public relations, customer service, and assistance in patient referral functions to ensure timely access to services.Qualifications:<ul><li>Bachelor's degree in related field preferred or an equivalent combination of education and experience</li><li>Minimum of two (2) years of professional medical sales experience preferred (other sales experience may be considered); background in healthcare considered</li><li>Ability to promote all service lines with potential referral sources in competitive areas</li><li>Technically proficient with Outlook, Word, Excel, Power Point and other job-related software</li><li>Professional presence with excellent communication skills (written and verbal), including public speaking</li><li>Bi-lingual in Spanish preferred</li><li>Mobile Driver - Valid driver’s license and automobile insurance per Company policy</li><li>Must be willing and able to travel throughout the designated service area</li><li>Able to manage time and contacts effectively to achieve desired outcomes</li><li>Ability to analyze, evaluate, plan, and execute both existing and potential sales activities and strategies that result in referral generation and the achievement of goals</li><li>Ability to work unsupervised, exercise a high degree of discretion and independent judgment while demonstrating the ability to make decisions which benefit the territory, Organization, and the management of the assigned individual budget</li><li>Self-motivated and resourceful</li></ul>Competencies:<ul><li>Satisfactorily complete competency requirements for this position.</li></ul>Responsibilities of all Employees:<ul><li>Represent the Company professionally at all times through care delivered and/or services provided to all clients.</li><li>Comply with all State, federal and local government regulations, maintaining a strong position against fraud &nbsp; &nbsp;&nbsp;&nbsp;and abuse.</li><li>Comply with Company policies, procedures and standard practices.</li><li>Observe the Company's health, safety and security practices.</li><li>Maintain the confidentiality of patients, families, colleagues and other sensitive situations within the Company.</li><li>Use resources in a fiscally responsible manner.</li><li>Promote the Company through participation in community and professional organizations.</li><li>Participate proactively in improving performance at the organizational, departmental and individual levels.</li><li>Improve own professional knowledge and skill level.</li><li>Advance electronic media skills.</li><li>Support Company research and educational activities.</li><li>Share expertise with co-workers, both formally and informally.</li><li>Participate in Quality Assessment Performance Improvement activities as appropriate for the position.</li></ul>Job Responsibilities:<ul><li>Cultivates, expands, and maintains quality professional relationships with new and existing referral sources such as hospitals, physicians, skilled nursing facilities, assisted living facilities, home health and companion care agencies, and other referral sources.</li><li>Provides a consistent professional presence in the healthcare community with all identified referral sources within assigned territory; includes participation in appropriate clinical groups and interaction with referral sources during business hours, as well as weekends, evenings and holidays in order to meet required admission goals.&nbsp;&nbsp; Activities resulting in 90% customer facing time/travel and less than 10% administrative duties.</li><li>Responsible for ongoing territory management ensuring that assigned accounts reflect up-to-date, accurate profile information. Completes all sales call documentation in the CRM timely and with accuracy.</li><li>Responsible for the development of data driven, comprehensive quarterly sales plans that focus on strategies that result in admission and program growth.</li><li>Demonstrates creativity, innovation, and desire to create continued growth in assigned territory and accounts.</li><li>Develops and maintains a structured call rotation with all assigned accounts, preventing accounts from becoming neglected. Consistently averages greater than 50 sales calls per week.&nbsp;</li><li>Develops new referral sources and businesses within assigned territory.</li><li>Provides ongoing education and data updates to referral sources routinely. These include patient updates, referral/admission outcomes, educational material, and statistical analysis. Is a professional representative for the Organization and performs as an active, motivated, productive, professional and positive member of the sales team.</li><li>Represents Chapters professionally during all work-related activities, ensuring that activities are aligned with the program initiatives and goals, as determined by the program business development leader.</li><li>Provides consistent, frequent communication with referral sources including, but not limited to, organizational quality, outcomes, competencies, and clinical criteria and differentiators.</li><li>Performs at a high level as the account manager, providing exceptional customer service for all account related needs. Facilitates communication and resolution between the customer and team members.</li><li>Communicates effectively with the Director of Business Development on identified customer concerns.</li><li>Independently monitors trends related to account growth and loss and the development of new business. Quickly adjusts to self-correct where the need is identified, resulting in year-over-year growth for the territory.</li><li>Constantly strives to improve the image of the Organization in the healthcare community.</li><li>Meets or exceeds assigned goals/productivity expectations and finds increasingly efficient ways to manage the territory and customer needs.&nbsp; Completes work and documentation with accuracy and within assigned deadlines.</li><li>Performs other duties as assigned.</li></ul>This position requires consent to drug and/or alcohol testing after a conditional offer of employment is made, as well as on-going compliance with the Drug-Free Workplace Policy.

Chapters Health System

Account Development Liaison-Citrus county

Working with Us Challenging. Meaningful. Life-changing. Those aren’t words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms the lives of patients, and the careers of those who do it. You’ll get the chance to grow and thrive through opportunities uncommon in scale and scope, alongside high-achieving teams. Take your career farther than you thought possible.Bristol Myers Squibb recognizes the importance of balance and flexibility in our work environment. We offer a wide variety of competitive benefits, services and programs that provide our employees with the resources to pursue their goals, both at work and in their personal lives. Read more: careers.bms.com/working-with-us.<h4>Position Overview</h4>The Executive Director for Global GPS Strategy &amp; Capital plays a critical leadership role in shaping financial strategy, driving operational excellence, and steering growth initiatives across a complex worldwide manufacturing network.&nbsp;This executive will work closely with cross-functional teams to support manufacturing network optimization, product strategy development (GO Teams), capital planning and analysis, and business development activities.&nbsp;Reporting directly to the SVP Finance Global Product Development &amp; Supply, the Executive Director of Finance is a key partner to senior leaders within Global Product Supply (GPS) providing strategic financial counsel to enable scalable growth, efficient asset allocation, and robust risk management.<h4>Key Responsibilities</h4><ul><li>Finance lead for Manufacturing Network &amp; Product Strategy:</li><li>Collaborate with Operations, Supply Chain, and Product Development teams to evaluate and optimize the global manufacturing footprint.</li><li>Lead financial assessment and scenario modeling for manufacturing network transformations, new plant investments, site consolidations, and capacity expansions.</li><li>Develop business case analyses for new product introductions and manufacturing process innovations, aligning financial objectives with organizational strategy.</li><li>Own the Long-Range Financial Plan process for GPS.</li><li>Lead a team of 5 Finance professionals</li></ul>Capital Planning &amp; Analysis:Oversee the multi-year capital planning process, aligning investment priorities with long-term manufacturing and product strategy goals.Business Development Activities:Support mergers, acquisitions, joint ventures, and partnerships related to manufacturing and industrial growth.Lead financial due diligence, valuation modeling, and strategic fit analysis for potential transactions.Champion best practices in financial planning, forecasting, and performance management, leveraging analytics to drive decision-making.Foster a culture of transparency, accountability, and continuous improvement within the finance organization.<h4>Qualifications</h4><ul><li>Master’s degree in Finance, Business Administration, Accounting, or a related field; CPA or CMA designation preferred.</li><li>Minimum of 15 years’ progressive experience in finance roles.</li><li>Demonstrated experience in capital planning, financial analysis, and business development within a global context.</li><li>Proven track record of supporting strategic product and network decisions, including plant expansions, consolidations, and new product introductions.</li><li>Strong understanding of manufacturing cost structures, supply chain economics, and asset optimization strategies.</li><li>Exceptional leadership skills, with the ability to influence cross-functional teams and drive alignment on financial priorities.</li><li>Advanced analytical capabilities and proficiency with financial modeling tools.</li><li>Excellent communication, presentation, and stakeholder management skills.</li><li>Strong focus on Talent development and a continuous improvement mindset.</li></ul><h4>Desired Attributes</h4><ul><li>Strategic Vision: Ability to see the big picture and connect financial decisions with long-term business outcomes.</li><li>Results Orientation: Committed to delivering measurable value through sound financial management and operational excellence.</li><li>Innovative Mindset: Embraces new ideas and technologies to drive efficiency and competitive advantage.</li><li>Collaboration: Builds strong relationships across the organization and with external partners.</li><li>Integrity: Maintains the highest standards of ethics, compliance, and stewardship.</li></ul>If you come across a role that intrigues you but doesn’t perfectly line up with your resume, we encourage you to apply anyway. You could be one step away from work that will transform your life and career.Compensation Overview:$244,210 - $295,919The starting compensation range(s) for this role are listed above for a full-time employee (FTE) basis. Additional incentive cash and stock opportunities (based on eligibility) may be available. The starting pay rate takes into account characteristics of the job, such as required skills, where the job is performed, the employee’s work schedule, job-related knowledge, and experience. Final, individual compensation will be decided based on demonstrated experience.&nbsp; Eligibility for specific benefits listed on our careers site may vary based on the job and location. For more on benefits, please visit <a href="https://careers.bms.com/life-at-bms/" target="_blank">https://careers.bms.com/life-at-bms/</a>. Benefit offerings are subject to the terms and conditions of the applicable plans then in effect and may include the following: Medical, pharmacy, dental and vision care. Wellbeing support such as the BMS Living Life Better program and employee assistance programs (EAP). Financial well-being resources and a 401(K). Financial protection benefits such as short- and long-term disability, life insurance, supplemental health insurance, business travel protection and survivor support. Work-life programs include paid national holidays and optional holidays, Global Shutdown Days between Christmas and New Year’s holiday, up to 120 hours of paid vacation, up to two (2) paid days to volunteer, sick time off, and summer hours flexibility. Parental, caregiver, bereavement, and military leave. Family care services such as adoption and surrogacy reimbursement, fertility/infertility benefits, support for traveling mothers, and child, elder and pet care resources. Other perks like tuition reimbursement and a recognition program.Uniquely Interesting Work, Life-changing Careers With a single vision as inspiring as “Transforming patients’ lives through science™ ”, every BMS employee plays an integral role in work that goes far beyond ordinary. Each of us is empowered to apply our individual talents and unique perspectives in a supportive culture, promoting global participation in clinical trials, while our shared values of passion, innovation, urgency, accountability, inclusion and integrity bring out the highest potential of each of our colleagues.On-site ProtocolBMS has an occupancy structure that determines where an employee is required to conduct their work. This structure includes site-essential, site-by-design, field-based and remote-by-design jobs. The occupancy type that you are assigned is determined by the nature and responsibilities of your role:Site-essential roles require 100% of shifts onsite at your assigned facility. Site-by-design roles may be eligible for a hybrid work model with at least 50% onsite at your assigned facility. For these roles, onsite presence is considered an essential job function and is critical to collaboration, innovation, productivity, and a positive Company culture. For field-based and remote-by-design roles the ability to physically travel to visit customers, patients or business partners and to attend meetings on behalf of BMS as directed is an essential job function.BMS is dedicated to ensuring that people with disabilities can excel through a transparent recruitment process, reasonable workplace accommodations/adjustments and ongoing support in their roles. Applicants can request a reasonable workplace accommodation/adjustment prior to accepting a job offer. If you require reasonable accommodations/adjustments in completing this application, or in any part of the recruitment process, direct your inquiries to <a href="mailto:adastaffingsupport@bms.com" target="_blank">adastaffingsupport@bms.com</a>. Visit careers.bms.com/eeo-accessibility to access our complete Equal Employment Opportunity statement.BMS cares about your well-being and the well-being of our staff, customers, patients, and communities. As a result, the Company strongly recommends that all employees be fully vaccinated for Covid-19 and keep up to date with Covid-19 boosters.BMS will consider for employment qualified applicants with arrest and conviction records, pursuant to applicable laws in your area.If you live in or expect to work from Los Angeles County if hired for this position, please visit this page for important additional information:&nbsp;<a href="https://careers.bms.com/california-residents/" target="_blank">https://careers.bms.com/california-residents/</a>Any data processed in connection with role applications will be treated in accordance with applicable data privacy policies and regulations.

Bristol Myers Squibb

Executive Director Finance, GPS Strategy & Capital

<h3>Job Description:</h3>Manager – FMR LLC AccountingThe RoleAs a Manager on the FMR LLC Accounting Team, you will gain exposure to various areas of accounting and have opportunities to enhance your skills and grow professionally. You will be primarily responsible for managing a team supporting the monthly close process for various central business functions supported by the FMR LLC Accounting Team including the firm’s incubator businesses and digital asset holdings as well as other corporate functions. You will also manage the general and administrative allocation process and accounting for expatriates. You will work closely with members of the finance and business teams to ensure accuracy and completeness during monthly, quarterly, and annual accounting processes. Additionally, you will provide support in the compensation, benefits and share accounting teams as needed. You will work with treasury, external auditors and other departments that support the business. The Expertise and Skills You Bring<ul><li>Bachelor’s Degree in Accounting, CPA and/or master’s degree in Accounting preferred</li><li>5+ years of relevant accounting</li><li>Strong knowledge of accounting principles, financial reporting, and internal controls</li><li>Highly motivated, flexible, quality focused teammate with excellent organizational skills</li><li>Ability to quickly grasp complex organizational/ownership structures</li><li>Ability to work independently and exhibit both independent thinking and good judgment</li><li>Inquisitive nature and process improvement demeanor</li><li>Motivated and maintain a sense of accountability in and ownership of your work</li><li>Ability to solve problems independently or as part of a team</li><li>Excellent written and verbal communication skills that build and maintain strong, constructive relationships with business partners</li><li>Passionate about details while maintaining a broad view of business objectives</li><li>Can work on multiple deliverables concurrently and meet tight deadlines</li><li>Passion for learning new technology</li><li>Ability to take detailed data analysis and convert into a higher-level story for presentation to stakeholders and business partners</li><li>Strong knowledge of Microsoft Office Suite (particularly Excel and PowerPoint)</li><li>Understanding of and ability to learn financial systems and multidimensional reporting tools (i.e., Oracle, Free Form Planning, Power BI)</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe FMR LLC Accounting Team is a dynamic team with a focus on continuous improvement and providing added value to our business partners and other accounting teams. The FMR LLC Accounting team works across the Company and gains exposure to a variety of new and emerging areas.The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Accounting

Manager- FMR LLC Accounting

Join the Clean Energy RevolutionBecome an Accountantat Southern California Edison (SCE) and build a better tomorrow. In this job, you’ll be in the Controller’s department within Southern California Edison’s (SCE’s) Finance Organizational Unit. You will learn all aspects of Property Accounting. The successful candidate will also be responsible for analyzing and monitoring populations of work orders, performing account reconciliations including identifying, investigating, and resolving invalid items within work orders and general ledgers, and data analysis. As an&nbsp;Accountant, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?<h4>Responsibilities</h4><ul><li>Participates in all aspects of the month end close, including consolidation of subsidiaries, intercompany account reconciliations and foreign currency translations</li><li>Supports in the formulation of the budget and preparing the monthly budget variance analyses</li><li>Executes month-end and year-end close procedures such as reconciling accounts on the balance sheet</li><li>Provides financial status information by preparing special reports</li><li>Works directly with external/internal auditors and other departments</li><li>Verifies that vendor invoicing, inventory product pricing and counts are accurate</li><li>Takes note of necessary requirements, due dates and deadlines for arranging various financial reports</li><li>Compiles necessary financial reporting information as required by senior management regarding the preparation of monthly reports</li><li>Maintains a rigorous and well documented Sox and internal audit environment</li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.</li></ul><h4>Minimum Qualifications</h4><ul><li>Three or more years of experience in general accounting.</li><li>Experience with interpreting and applying Generally Accepted Accounting Principles (GAAP)</li></ul>Preferred Qualifications<ul><li>Bachelor’s Degree or higher in Accounting or related field.</li><li>Experience performing account reconciliations and variance analysis</li><li>Proficient with SAP or similar enterprise software.</li><li>Proficient with Microsoft Office Suite.</li><li>Knowledge of regulated companies</li><li>Ability to interface effectively and collaborate with peers, clients, management, and other organizations.</li><li>Ability to work in a team setting and across functions/departments in analyzing information developing information and solutions.</li><li>Demonstrate strong ethics, influence and negotiation skills, leadership, interpersonal skills, communication skills, and the ability to effectively handle stress and engage in continuous learning.</li><li>Ability to follow Edison safety protocols and safe work practices.</li></ul>Additional Information<ul><li>This position’s work mode is&nbsp;hybrid.&nbsp;The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days.  Unless otherwise noted, employees are </li></ul><ul><li>Visit our&nbsp;Candidate Resource&nbsp;page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!</li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.</li><li>Relocation does not apply to this position.</li></ul>About Southern California EdisonThe people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.

1,411 Director Of Accounting Jobs