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Accounting / Finance Jobs
Full Time
11/6/2024
Plano, TX 75086
(9.7 miles)
Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503423Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health examMust pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee (Sales)- Guaynabo, Puerto Rico Puerto Rico | 503248 Financial Representative Trainee (Sales) -- Chicago. IL Illinois | 503417 Financial Representative Trainee (Sales) - Phoenix, AZ Arizona | 503424
Full Time
11/8/2024
Dallas, TX 75240
(20.2 miles)
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.RSM’s Financial Services practice serves a range of clients in the asset management, capital markets, financial institutions, specialty finance and insurance industries. On this particular team, you’ll work with clients in the asset management industry with a focus on private equity funds, hedge funds and/or FoF clients utilizing top in-field technology and national resources. Our team focuses on tax compliance and tax consulting for some of the most complex and well-known funds in the industry. As a Tax Senior Manager, you will be responsible for the following job duties, which are centered around three core concepts: Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development.Responsibilities:Lead and manage the business relationship of complex engagements with a focus on high-value quality tax advice and seek to expand services to Asset ManagementclientsMay have people leadership responsibilitiesWork on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firmDrive growth and profitability to the Asset Management practice by generating new revenue on existing client portfolio, cross selling and identifyingnew clients for the tax practiceServing as Tax client service coordinator while developing and executing the firm’s client service planAdvise clients on a full spectrum of RSM’s tax services, including planning, research, compliance, and general mergers and acquisitions activitiesReviewing research findings and ensure conclusions are consistent with firm policies and professional standardsBuild relationships across lines of business to ensure excellent client service through an integrated service approachManage client needs in conjunction with cross-functional engagement teams across the tax practice (e.g. state & local tax, international tax, tax technology, tax mergers & acquisitions, etc.)Remain up-to-date on current tax practices and changes in tax lawBasic Qualifications:Bachelor's Degree in Accounting or related field8+ years of experience inbusiness taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in industry or with a law firmActive CPA, JD/LLM or EAExtensive tax compliance & consulting experience serving Asset Management clientsStrong working knowledge of tax code and technical aspects of tax preparation and complianceAbility to manage and growa book of businessProven track record simultaneously managing multiple projects and client engagement teams from start-to-endPreferred Qualifications:Masters of Accounting, Masters of Taxation or MBAProven track record generating new business and extend service opportunitiesAt RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at or send us an email at .RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $88,400 - $167,200Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Full Time
11/6/2024
Dallas, TX 75215
(25.7 miles)
Overview: Responsible for directing and overseeing financial strategies and activities of the corporation including preparation of current financial reports as well as summaries and forecast for future business growth for the company and its related group of companies. Serve as senior level mentor for accounting/finance efforts across the sector. Responsible for the efficiency and accuracy as well as process improvements that will support the growth of MasTec Renewables.Company Overview:Wanzek Construction, IEA, and White Construction are part of the MasTec Renewables Group. Our companies have been in the renewable energy market from the beginningand we leverage that experience to deliver more effective energy infrastructure solutions. Our 20+ years of renewable energy construction experience enables us to better understand the nuances and navigate the challenges within this dynamic and heavily regulated industry.We embrace diverse perspectives not only with our employees but across all levels of our businessfrom suppliers, to community partners, to our clients. We’ve built a multidimensional workforce that brings valuable differences in perspectives, work ethics, and ways of working into our organization. We collaborate across departments to foster innovation and encourage everyonefrom interns to executivesto voice their ideas and leave an impact. We aim to create a respectful work environment where all employees feel valued, included, and empowered to be innovative leaders in our industry.MasTec Renewables group is part of the MasTec Clean Energy & Infrastructure business segment. MasTec’s Clean Energy and Infrastructure Group (CE&I) is a $4 billion annual revenue business unit that provides construction services for industrial facilities; building products manufacturers, power generation facilities, manufacturing plants; solar, wind, and thermal energy plants; buildings, and infrastructure. Responsibilities: Direct and oversee the accounting and finance functions and strategy of the assigned company(ies) within MasTecAssist the SVP Finance/CFO in formulating the company’s future direction and supporting tactical initiativesMonitor and direct the implementation of strategic business plansDevelop financial and tax strategiesCoordinate month end closings with operations to ensure timely preparation and issuance of monthly reporting packages to corporate parentPreparation of month end, quarter end and year end work papers and variance analysisCoordinate audits with internal and external auditorsEnsure compliance with accounting policies and procedures, including Sarbanes Oxley controlsPresent monthly financial performance to Executive managementReview and approve accounting transactions on a daily basisExpert understanding of Construction accounting and revenue recognitionLead the monthly forecasts and annual budgeting processMust proactively face challenges and provide solutionsDelegate appropriate responsibilities to accounting managersAbility to work long hours when warrantedAssistance with other corporate projects as neededManage Finance leaders responsible for General Ledger accounting, Accounts Payable and Receivable, and PayrollAppraise performance, reward and discipline employees, address complaints and resolve problemsAssist in hiring, coaching and developing estimating professionals across the sectorEvaluate and recommend solutions for a more efficient and streamlined process in all accounting areasUnderstand and mitigate key elements of risk profileMaintain relations with external auditors and investigate their findings and recommendations Qualifications: Education and Work Experience Requirements:Bachelor's degree in accounting, finance, or related field15+ years’ experience and/or training or equivalent combination of education and experience preferably in construction/EPCCPA certification requiredExperience as Corporate Controller or subsidiary controller as part of a large companyKnowledge, Skills and Abilities Required:Take reasonable care of your own and others’ health and safety and of those who may be affected by the day-to-day delivery of this role by taking personal responsibility for working toward the company’s Zero Injury principlesStrong computer skills, specifically ExcelExtensive knowledge in all aspects of construction accountingExperience in integrating companiesERP system conversions/integrationsExcellent communication, interpersonal and organization skills along with an attention to detail and a high level of accuracy and professionalismAbility to handle multiple tasks with simultaneous deadlines and prioritize workload in a fast-paced dynamic environmentA proven leader in mentoring and developing accounting staffStrong analytical and problem-solving skillsAbility to interact with multiple personalities at all levels within the organizationPreparation of reports, business correspondence and procedure manualsEffectively present information and respond to questions from groups of managers, clients, customers, executives and the general publicDefine problems, collect data, establish facts and draw valid conclusionsWork well under pressure and ability to meet timelines and deadlinesWork well independently and as both a leader and contributor to teamsWhat's in it for you:Financial WellbeingCompetitive pay with ongoing performance review and merit increase401(k) with company match & Employee Stock Purchase Plan (ESPP)Flexible spending account (Healthcare & Dependent care)Health & WellnessMedical, Dental, and Vision insurance (plan choice) - coverage for spouse, domestic partner, and childrenDiabetes Management, Telehealth Coverage, Prescription Drug Plan, Pet InsuranceFamily & LifestylePaid Time Off, Paid Holidays, Bereavement LeaveMilitary Leave, including Differential Pay and Benefits ContinuationEmployee Assistance ProgramPlanning for the UnexpectedShort and long-term disability, life insurance, and accidental death & dismembermentVoluntary life insurance, accident, critical illness, hospital indemnity coverageEmergency Travel Assistance ProgramGroup legal planPosition may be subject to pre-employment screening, which may include background check and drug testing. Accessibility: If you need accommodation as part of the employment process, contact . Due to the high volume of applications received, we are unable to respond to individual requests regarding application status. Please log into your candidate profile for up-to-date information.MasTec, Inc. is an Equal Employment Opportunity Employer. The Company's policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, genetic information, military status, or any other consideration made unlawful by applicable federal, state, or local laws. The Company also prohibits harassment of applicants and employees based on any of these protected categories. It is also MasTec's policy to comply with all applicable state, federal and local laws respecting consideration of unemployment status in making hiring decisions.Disclaimer: MasTec and our Subsidiaries will never ask prospective employees for any form of payment or money transfer as part of job application or onboarding. We do not ask prospective employees for information about credit cards or personal passwords, and it does not require applicants to purchase equipment or software. Ensure that all recruiter email addresses end in @mastec.com or @talent.icims.com. If you suspect you are the target of a scam, we advise you to contact your local law enforcement agency and report fraud athttps://reportfraud.ftc.gov/.MasTec Clean Energy & Infrastructure and our subsidiaries do not work with any third-party recruiters or agencies without a valid signed agreement and partnership with the Corporate Talent Acquisition Team. Appcast (For Export): #appflash
Full Time
11/9/2024
Dallas, TX 75219
(25.4 miles)
Additional InformationJob Number24192169Job CategoryFinance & AccountingLocationW Dallas, 2440 Victory Park Lane, Dallas, Texas, United States, 75219VIEW ON MAPScheduleFull TimeLocated Remotely NPosition Type ManagementJOB SUMMARYAssists in the championing, development, and implementation of property-wide strategies that deliver products and services to meet or exceed the needs and expectations of the brand’s target customer and property employees. Provides financial expertise to enable the successful implementation of the brand service strategy and brand initiatives while maximizing the return on investment. In addition, assists in the creation and execution of a business plan that is aligned with the property and brand’s business strategy and focuses on the execution of financial and accounting activities and the delivery of desirable financial results.CANDIDATE PROFILEEducation and Experience• 4-year bachelor's degree in Finance and Accounting or related major; 1 years experience in the finance and accounting or related professional area.OR• Master's degree in Finance and Accounting or related major; no work experience required.CORE WORK ACTIVITIESAssisting in Strategic Planning and Decision Making• Develops means to improve profit, including estimating cost and benefit, exploring new business opportunities, etc.• Analyzes information, forecasts sales against expenses and creates annual budget plans.• Compiles information, analyzes and monitors actual sales against projected sales.• Analyzes differences between actual budget wages and forecasted wages for more efficient budget planning.• Assists in identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.• Thinks creatively and practically to assist in the development, execution and implementation of new business plans• Assists in the creation of the annual operating budget for the property.• Provides analytical support during budget reviews to identify cost saving and productivity opportunities for property managers.• Assists in the implementation of a system of appropriate controls to manage business risks.• Analyzes financial data and market trends.• Assists in the development and implementation of a comprehensive annual business plan which is aligned with the company’s and brand’s strategic direction.• Provides on going analytical support by monitoring the operating department’s actual and projected sales.• Produces accurate forecasts that enable operations to react to changes in the business.Leading Finance & Accounting Team• Utilizes interpersonal and communication skills to lead, influence, and encourage others; advocates sound financial/business decision making; demonstrates honesty/integrity; leads by example.• Communicates the strategic goals, the focus and the owner priorities to subordinates in a clear and precise manner.• Oversees internal, external and regulatory audit processes.• Provides excellent leadership by assigning team members and other departments managers' clear accountability backed by appropriate authority.• Conducts annual performance appraisals with direct reports according to Standard Operating Procedures.Anticipating and Delivering on the Needs of Key Stakeholders• Attends meetings and communicates with the owners, understanding the priorities and strategic focus.• Understands and meets the needs of key stakeholders (owners, corporate, guests, etc.).• Communicates financial concepts in a clear and persuasive manner that is easy to understand and drives desired behaviors.• Demonstrates an understanding of cash flow and owner priorities.• Manages communication with owners in an effective manner.• Manages property working capital and cash flow in accordance with brand SOPs and owner requirements.• Facilitates critique meetings to review information with management team.Developing and Maintaining Finance and Accounting Goals• Ensures Profits and Losses are documented accurately.• Monitors all taxes that apply, ensuring that taxes are current, collected and/or accrued.• Submits reports in a timely manner, ensuring delivery deadlines.• Develops and supports achievement of performance goals, budget goals, team goals, etc.• Improves profit growth in operating departments.• Reviews audit issues to ensure accuracy.Managing Projects and Policies• Generates and provides accurate and timely results in the form of reports, presentations, etc.• Reconciles balance sheet to ensure account balances are supported by appropriate documentation in accordance with SOPs.• Ensures that the P&L is accurate (e.g., costs are properly matched to revenue, costs are recorded in the proper accounts).• Ensures compliance with management contract and reporting requirements.• Ensures compliance with standard and local operating procedures (SOPs and LSOPs).• Ensures compliance with Standard Operating Procedures (SOPs).Managing and Conducting Human Resource Activities• Ensures team members are cross-trained to support successful daily operations.• Ensures property policies are administered fairly and consistently.• Ensures new hires participate in the department’s orientation program.• Ensures new hires receive the appropriate new hire training to successfully perform their job.• Creates appropriate development plans which develop team members based on their individual strengths, development needs, career aspirations and abilities.• Conduct performance review process for employees.• Participates in hiring activities as appropriate. The salary range for this position is $66,000 to $81,000 annually. Marriott offers a bonus program, comprehensive health care benefits, 401(k) plan with up to 5% company match, employee stock purchase plan at 15% discount, accrued paid time off (including sick leave where applicable), life insurance, group disability insurance, travel discounts, adoption assistance, paid parental leave, health savings account (except for positions based out of or performed in Hawaii), flexible spending accounts, tuition assistance, pre-tax commuter benefits, other life and work wellness benefits, and may include other incentives such as stock awards and deferred compensation plans. Benefits and incentive compensation may be subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions. The compensation and benefits information is provided as of the date of this posting. Marriott reserves the right to modify compensation and benefits at any time, with or without notice, subject to applicable law.Marriott International is an equal opportunity employer.We believe in hiring a diverse workforce and sustaining an inclusive, people-first culture.We are committed to non-discrimination onanyprotectedbasis, such as disability and veteran status, or any other basis covered under applicable law.W Hotels’ mission is to Ignite Curiosity, Expand Worlds. We are a place to experience life. We’re here to open doors and open minds. We are constantly inspired by new faces and new experiences. A tuned-in, up-for-anything spirit is at our core and has made us renowned for reinventing the norms of luxury around the globe. Whatever/Whenever is our culture and service philosophy that brings our guests’ passions to life. If you are original, innovative, and always looking towards the future of what’s possible, welcome to W Hotels. In joining W Hotels, you join a portfolio of brands with Marriott International. Be where you can do your best work, beginyour purpose,belongto an amazing global team, andbecomethe best version of you.
Full Time
10/13/2024
Grand Prairie, TX 75050
(37.2 miles)
Description Position at TPG Pressure Inc Thompson Pipe Group - Pressure: Accounting Manager Company: Thompson Pipe Group - Pressure Location: Grand Prairie, TX 75050 Department: Accounting FSLA: Full Time, Non-Exempt Title: Accounting Manager Reports to: Controller Supervisory Role: Yes Who We Are Thompson Pipe Group is a privately held family business of engineers, contractors, and manufacturers based in Rialto, California. From the humble beginnings, we built a family of products to meet the needs of all kinds of infrastructure. Each generation of products is better than the previous. Thompson Pipe Group is now the largest and most diverse drainage, sanitary, pressure and trench-less pipe provider, with manufacturing locations across the country and serving not just the US but all North America. Please visit our website at www.thompsonpipegroup.com Overview: The Accounting Manager position will drive daily operations and administration support for the company and report to the Corporate Accounting team. This position is responsible for leading office support services and related activities, such as General Ledger review, Accounts Payable, Accounts Receivable/Billing, and Collections. Supervisor Responsibilities: Manages the accounting staff who are responsible for financial reporting, accounts payable, accounts receivable/billing, collections, and budget preparation.Recruits and hires accounting staff and conducts performance evaluations.Coordinates training programs for new staff and identifies training needs for current staff. Duties and Responsibilities: Manage Accounts Payable, Accounts Receivable/Billing, and Collections teams.Assess and develop technical knowledge, skills and abilities in accounting team personnel. Review General Ledger activity to identify issues and work with other departments to remediate errors timely.Review procedures to ensure accuracy/timeliness of team’s work.Design and implementation of processes and procedures for maximum efficiency.Ensure completion in all activities for month end close procedures.Assist Corporate with financial and month end reporting analysis.Assist with periodic physical inventory counts in coordination with other departments.Reconciling various accounts such as inventory and investigating variances.Establishes and maintains local site internal controls in concert with Corporate direction.Assists Corporate and local management with various projects and analyses as needed.Drive documentation of SOPs and assist in training new staff as needed. Required Skills and Experience: Strengths in the ability to solve problems, analyzing warning signs, identifying the problem and finding a solutionAbility to lead a team and work well with cross functional teams and remote officesStrong computer skills, highly organized and detailed orientedEffective interpersonal and communication skill in working with all levels of in the organization Education and Experience: 4 year degree in Accounting or a related business from a recognized university4 or more years of accounting/finance experience2 or more years of public accounting audit experience a plusManufacturing/Plant Accounting experience preferred Physical Demands:While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee must occasionally lift or move products and supplies, up to 40 pounds.Position Type/Expected Hours of Work:This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. OT will be required as needed. Travel: Travel is not generally expected with this position, but may happen occasionally. What We Offer: Thompson offers a variety of benefit plans and a company matched 401K retirement plan$1,000 referral bonusesLife and Supplement LifeEmployee DiscountsProfit SharingPaid HolidaysCompany EventsTraining and DevelopmentCareer Advancement Opportunities Our location 1003 MacArthur Blvd, Grand Prairie, TX 75050. *Must pass pre-employment physical and alcohol/drug testing* Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Have a valid driver’s license EOE/AA – M/F/Vet/Disability Thompson Pipe Group – Pressure is an Equal Opportunity Employer, and we pride ourselves on recruiting, employing, training, compensating, and promoting regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law
Full Time
11/6/2024
Plano, TX 75086
(9.7 miles)
Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503423Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health examMust pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee (Sales)- Guaynabo, Puerto Rico Puerto Rico | 503248 Financial Representative Trainee (Sales) -- Chicago. IL Illinois | 503417 Financial Representative Trainee (Sales) - Phoenix, AZ Arizona | 503424
Full Time
11/6/2024
Dallas, TX 75240
(20.2 miles)
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.RSM is seeking for a Transaction Advisory Services Manager who will work closely with our clients we serve, Directors, C-level leadership, and other team members to provide financial and operational analysis of US and international businesses for our clients. The Transaction Advisory Services Line offers our clients assistance with buy side due diligence, sell-side due diligence, and working capital assistance.Responsibilities:Performs financial due diligence for clients who are acquiring businessesParticipates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysisPrepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirementsUses various software tools as designated by the firmInteracts with the other functional areas of the practice including tax, audit and other consulting practicesAssists in preparing proposals and engagement lettersRepresents the firm in community activities and professional associationRequired Qualifications:Bachelor’s degree in AccountingMinimum of 6 years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firmSupervision / Team Leadership experienceAbility to direct and manage client engagementsExcellent verbal and written communication skillsProficient with Microsoft Excel and Microsoft PowerPointAbility to travel 10-15% overnightPreferred Qualifications:CPA certificationAble to work within tight deadlines and take responsibility for getting the job done in a timely mannerPreferred industry experience in one or more of the following: manufacturing, distribution, retail, healthcare, energy, and technologyAt RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at or send us an email at .RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $97,700 - $196,400Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Full Time
11/6/2024
Plano, TX 75086
(9.7 miles)
Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503423Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health examMust pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee (Sales)- Guaynabo, Puerto Rico Puerto Rico | 503248 Financial Representative Trainee (Sales) -- Chicago. IL Illinois | 503417 Financial Representative Trainee (Sales) - Phoenix, AZ Arizona | 503424
Full Time
11/6/2024
Plano, TX 75086
(9.7 miles)
Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503423Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health examMust pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee (Sales)- Guaynabo, Puerto Rico Puerto Rico | 503248 Financial Representative Trainee (Sales) -- Chicago. IL Illinois | 503417 Financial Representative Trainee (Sales) - Phoenix, AZ Arizona | 503424
Full Time
10/16/2024
Plano, TX 75086
(9.7 miles)
Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503423Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health examMust pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee (Sales)- Guaynabo, Puerto Rico Puerto Rico | 503248 Financial Representative Trainee (Sales) -- Chicago. IL Illinois | 503417 Financial Representative Trainee (Sales) - Phoenix, AZ Arizona | 503424
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