financial services employment Jobs

9/11/2009 - Charlotte, NC - SENIOR FINANCIAL ANALYST
Kelloggs
We have an exciting opportunity for two Senior Financial Analysts in Charlotte, NC working with KUSA Sales Finance team. Responsible for complex financial analyses and reports for management across functions and business units. May be responsible for annual budget process, monthly forecasts, specific expenses, or other reports of financial results. May be responsible for coaching of less-experienced Financial Analysts. The job responsibilities include: -Performs economic/financial research and analyses as assigned for use in development of business strategies and in subsequent analyses of results. -Handles/leads completion of ad-hoc questions/ issues/projects as they arise. -Supports monthly fiscal business reporting, business analysis, and process management, providing financial insight for Region Sales Team and assisting in identifying trends and resolving issues causing deductions. -Provides visibility to trade investments to ensure business invests according to planned levels. -Provides sales trade/overhead planning and analysis. -Potential travel 20-30%. With 2008 sales of nearly $13 billion, Kellogg Company (NYSE:K) is the worlds leading producer of cereal and a leading producer of convenience foods, including cookies, crackers, toaster pastries, cereal bars, frozen waffles, and meat alternatives. The companys brands include Kelloggs, Keebler, Pop-Tarts, Eggo, Cheez-It, All-Bran, Mini-Wheats Nutri-Grain, Rice Krispies, Special K, Chips Deluxe, Famous Amos, Sandies, Carrs, Bear Naked, Kashi, MorningStar Farms, Gardenburger and Stretch Island. Kellogg products are manufactured in 19 countries and marketed in more than 180 countries around the world. Kellogg Company is an Equal Opportunity Employer who strives to provide an inclusive work environment that involves everyone and embraces the diverse talent of its people. Kellogg EOE M/F/D/V
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9/11/2009 - Bellevue, WA - Assistant Director of Financial Reporting
Paccar
Assistant Director of Financial Reporting - 1 opening This person will interact closely with senior management in the Controllers? organization and will also interact on a regular basis with our subsidiaries, external auditors, and the Corporate Accounting and Consolidation groups. External Reporting Lead, coordinate and assist in the preparation of all ?34 Act filings including 10-Q, 10-K and 8-K reports. Lead, coordinate and assist in the preparation of year-end financial statements, footnote disclosure and MD&A support. Manage project timelines to ensure milestones are met and filings are completed timely and accurately. Maintain version control until documents are filed with the SEC. Research SEC rules and guidance. Provide SEC guidance to senior accounting management on proper accounting, reporting and disclosure. Provide financial analysis and presentation support for earnings releases, board presentations, shareholder meetings and investor relations. Provide GAAP research and prepare position papers. Worldwide Consolidation and Management Reporting Assist in the month-end consolidation of financial results to include income statement, balance sheet, cash flow statement and related eliminations. Assist with analytical review of consolidated financial statement results including performing various equity analyses. Provide assistance in the analysis and resolution of consolidation issues as they arise. Policy and Procedures Develop policy and procedures as new accounting rules and guidance are issued. Coordinate and provide training as required to PACCAR locations. Ensure compliance by performing audits of account classifications. Coordinate and conduct global GAAP continuing education program. Special Projects Assist with special projects including system implementations including the treasury/accounting and consolidation and financial reporting initiatives. SKILLS REQUIRED: Excellent analytical and technical accounting skills required. Strong working knowledge of SEC rules and regulations and of internal accounting control procedures. Outstanding communication skills are mandatory, combined with strong analytical abilities and attention to detail. Position requires frequent coordination and negotiation with numerous groups from within and outside the company ranging from staff to vice president levels. Strong organizational skills required to manage multiple projects from beginning to end. Strong project management skills required to enable successful and timely project completion. Deadline-driven and self-motivated. EDUCATION REQUIRED: BS/BA Accounting Degree CPA Certification SEC Reporting 8+ years of increasing responsibility Strong PC skills EDUCATION DESIRED: Big 4 public accounting experience highly preferred Current, active CPA license Experience with a high-end consolidations and reporting package such as Hyperion, SAP, Longview, Cartesis, etc
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9/14/2009 - Phoenix, AZ - Program Finance Analyst I
General Dynamics C4 Systems
Successful candidate will assume entry level program finance analyst responsibilities including performing the following tasks:1) Prepares invoices and tracks receivables2) Reviews labor charges for accuracy and prepares labor adjustments as required3) Monitors actual program costs, compares to plan and explains variances4) Assesses profit accrual rates5) Analyzes risk and funding issues6) Reconciles retained and WIP balances7) Performs month end close activities including use of the Oracle Projects financial system and preparation of monthly journal vouchers8) Prepares monthly internal and external reportingBS/BA in Accounting, Finance, Business Management, Business Operations Management Ability to learn how to perform complex financial cost and profit analysis as part of a product program team.Experience with Microsoft EXCEL, WORD and PowerpointAbillity to learn advanced computer applications such as Oracle ProjectsWorking knowledge of GAAPKnowledge of CAS/FAR helpfulKnowledge of job order costing helpfulBasic analytical and interpersonal skillsTeam player with a "can do"
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8/22/2009 - Springfield, MA - Insurance Assistant
Liberty Mutual Insurance Company
Launch Your Career at Liberty Mutual - A Fortune 100 CompanyLiberty Mutual is looking for an enthusiastic person with a background inInsuranceAssistant work.Performs various support duties, such as the preparation of documents, responding to internal and external requests for information, and providing information for additional handling by associates. Follows procedures and applies intermediate-level administrative skills, legal document preparation and insurance knowledge to accomplish tasks and duties.Responsibilities:In thisInsurance Assistantrole you will:Prepares and assembles documents for additional handling by other associates or for distributing to outside contacts. Reviews, evaluates and categorizes incoming documents; verifies information for accuracy/appropriateness and follows up with others for missing or questionable data.Enters and retrieves information of varying complexity using computer systems and applications to update records, obtain information for others and respond independently to most questions and problems.Uses intermediate skills and business knowledge to prepare forms/documents, correspondence and process other transactions to provide customer service.Performs other related support duties as requested, such as answering phones, assisting staff, and scanning documents.Conducts ergonomic evaluations for the CPSU, Central Processing Service Unit, and follow up to make sure that all ergonomic adjustments are completed.Provides informal guidance to less experienced associates and provides back-up support in the absence of others.~Perform other related support duties as requested, such as answering phones, processing mail, assisting customers, scanning, photocopying, and insurance check processing
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8/24/2009 - Richardson, TX - Legal Secretary - Insurance Defense
Travelers
Committed. Competitive. Constructing our Future. That's Travelers. We are one of the leading insurance companies in the United States. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy, and a workplace in which you truly can make a difference. Our Richardson (Dallas) office is seeking an experienced insurance defense legal secretary. SUMMARY: Perform a variety of legal secretarial and administrative duties for assigned attorneys, many of which are unique to a legal environment and require a working knowledge of legal concepts, terminology, and processes. Assist with general office support efforts as requested and assigned PRIMARY DUTIES: -Effectively compose various legal documentation including but not limited to pleadings, discovery, subpoenas and draft correspondence. -Review incoming mail to determine urgency and work with attorneys accordingly. -Provide necessary telephone assistance including, but not limited to, answering callers routine questions. -Maintain attorney calendar as well as maintain diary and tickler dates appropriately. Review calendar daily and proactively handle upcoming events and determine dates upon which various pleadings must be served and filed. -Input and maintain information into case management system and ensure data integrity. -Maintain, organize and index all case files for staff attorneys; file correspondence, pleadings and other documentation in an accurate and timely manner. -Schedule/coordinate depositions, medical examinations and other court designated hearings. Retain court reporters and interpreters, if necessary. -Act as a liaison with experts and witnesses in scheduling/coordinating appearances and/or depositions along with documentation retrieval. -Act as a liaison between client and Staff Counsel office by furnishing and requesting information as needed and assist in completion of administrative reports. -Assist with Trial preparation -Summarize discovery responses and draft standard discovery motions -Conduct preliminary legal research as necessary EDUCATION/COURSE OF STUDY: High School Diploma or its equivalent required WORK EXPERIENCE: -Minimum of 3+ Years experience as a legal secretary required, or consistently high level performance. -Experience in insurance defense litigation preferred. COMMUNICATION SKILLS: -Superior written and oral communication skills. -Sufficient interpersonal skills to communicate with court personnel, other attorneys and their staff, clients, witnesses and outside vendors. COMPUTER SKILLS: -Highly proficient in MS Word, MS Outlook, Excel and Powerpoint. -Familiar with the usage of a case management system and other software applications. OTHER: -Strong understanding of legal terminology, local court/jurisdiction rules and adhere to law office procedures. -Ability to identify urgency and prioritize tasks accordingly. -Practice appropriate office etiquette. -Ability to manage time and multitask effectively and display problem solving skills by developing methods or approaches to getting the work done. -Maintain composure and professionalism under pressure as well as adapt to new situations and changing priorities. -Ability to work independently as well as in a team environment. -Strong organizational skills. -Ability to operate business machines such as photocopy and scanning equipment. -Position requires physical activity including but not limited to bending, stooping, repetitive motion, and lifting of up to 20 pounds
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1/30/2010 - Fishkill, NY - Mortgage Originator
M&T Bank Corporation
This position is located in Fishkill, NYDID YOU KNOW: M&T Bank made Forbes Magazines 400 Best Big Companies list for the 10th time this year, that weve been in business for over 150 years and are one of the nations top 20 bank holding companies with close to $66 billion in assets? Within our Mortgage team, we already have a seasoned group of professionals who specialize in creative outside sales, superb customer service and producing amazing results! In this position, you will play an integral role in growing M&Ts Mortgage presence in the market! OVERALL GOAL OF POSITION:To work with existing and new customers who are interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and/or other residential mortgage programs that best meet their financial needs and objectives.CUSTOMER SERVICE GOALS:To Interview applicants and collect/ analyze information regarding their income,assets, debts and credit data as well as their needs, desires, and earnings, obtain and analyze pertinent financial and credit data. - Independently assesses applicants credit worthiness and determine productsthat best meet the customers needs and financial circumstances and advisespotential borrowers regarding the advantages and disadvantages of differentfinancial products. - Make recommendations to customers regarding other bank products or toalternative lending vehicles. - Represent the bank in the community and related functions to identify,develop and promote additional business. SALES GOALS: -To cultivate new mortgage business. Market, service and promote the banksmortgage products. This includes the solicitation of residential first mortgagesthrough contacts with Realtors, builders, and developers. Regularly works at abank facility, but may be required to travel to and work at prospective customers'homes or business locations. -Ensure lending compliance with all origination procedures including bank policiesand procedures and regulatory requirements. -Independently monitor trends and developments in the local real estate market, aswell asthe changing rules and regulations pertaining to both private and governmentinsured mortgages.WHAT YOU NEED TO BE SUCCESSFUL: -Two (2) to three (3) years current mortgage sales experience in the existing market. -An existing pipeline of business with a stable Center of Influence in the market. -A thorough knowledge of FHA/VA regulations, conventional loan requirements andReal Estate law. -General knowledge of personal computers and software programs. -Strong mathematical skills. -Self-motivated and well organized. Excellent verbal and written communicationskills and the ability to interact with individuals at all income levels in aprofessionalmanner. -Demonstrated ability to work independently and to follow through on details tocompletionand the ability to work under critical time constraints.
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9/7/2009 - Little Rock, AR - Claim Rep, Outside Property/Ft. Smith, AR
Travelers
Committed. Competitive. Constructing our Future. That's Travelers. We are one of the leading insurance companies in the United States. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy, and a workplace in which you truly can make a difference. LOCATION: Fort Smith AR Area SUMMARY: Demonstrate proficiency in first party estimating, investigation, evaluation and negotiation at the most reasonable cost. Satisfy customer needs and ensure file quality. PRIMARY DUTIES: Handle 1st party Property claims of moderate complexity as assigned. Complete field inspection of losses including accurate scope of damages, photographs, written estimates and/or computer assisted estimates. Investigate and evaluate all relevant facts to determine coverage, damages and liability of first-party property damage claims. Access and inspect all areas of a dwelling or structure including tight spaces such as attic, staircases, entries and crawl spaces Lift, carry, unfold and set up ladder weighing approximately 38 pounds; climb ladder; transition to and from ladder to area requiring inspection; walk on roof. Establish timely and accurate claim and expense reserves. Negotiate and convey claim settlements within authority limits. Write denial letters, Reservation of Rights and other complex correspondence. Control damages through proper usage of cost containment tools. Meet all quality standards and expectations per Best Practices. Maintain an effective diary system and document claim file activities in accordance with established procedures. Manage file inventory to ensure timely resolution of cases. Handle files in compliance with state regulations, where applicable. Provide excellent customer service to meet the needs of the insured, agent and all other internal and external customers. Identify and refer claims with MCU exposure to the supervisor. Recognize when to refer claims to Special Investigations Unit and/or Subro Unit. Perform administrative functions such as expense accounts, time off reporting, etc. as required Perform any other duties as required. Occasional Catastrophe Duty, including other offices and states may be required. EDUCATION/COURSE OF STUDY: College degree or equivalent in business discipline. WORK EXPERIENCE: Previous property claim handling experience is preferred. Knowledge of construction, estimating and estimating system (Xactimate preferred) CERTIFICATES/DEGREES: Valid driver's license COMMUNICATION SKILLS: Must display solid verbal and written communications skills. COMPUTER SKILLS: Hardware and software skills and abilities including computers and other similar electronic devices. OTHER: Excellent organizational skills with the ability to work independently. Solid analytical skills. Excellent negotiation skills. Incumbents who fill this position will be subject to periodic post-hire criminal background checks while employed in this position. As a condition of acceptance for the position, selected candidates for this position will be required to electronically accept the Fair Credit Reporting Act (FCRA) Disclosure Statement and Authorization included in the online employment application. You may also be subsequently asked to accept similar FCRA authorizations periodically throughout your employment with the Company.
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7/29/2009 - Nashville, TN - Finance Manager – Lodging / Asset Management
Bovis Lend Lease
Finance Manager Lodging / Asset Management provides accounting and financial management for Actus Lend Leases portfolio of hotels consisting of over 3,700 rooms. This portfolio will eventually comprise new and renovated hotels operating under the Candlewood Suites, Staybridge Suites and Holiday Inn Express brands located on military installations across eight states including Hawaii. The Finance Manager will have at least 5 years of hotel accounting and/or financial management experience for multiple hotels reporting to a single owner. The Finance Manager Lodging / Asset Management will provide oversight services to enhance the timeliness, accuracy and effectiveness of the Projects accounting and financial reporting processes, systems and procedures.
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8/24/2009 - Melville, NY - Claim Rep Outside Property Content
Travelers
Committed. Competitive. Constructing our Future. That's Travelers. We are one of the leading insurance companies in the United States. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy, and a workplace in which you truly can make a difference. SUMMARY: Handle the contents component of 1st party Personal and Business Insurance Property claims including inventory, ownership and existence to include photographs, written inventory and/or computer assisted inventory. PRIMARY DUTIES: Investigate and evaluate all relevant facts to determine contents coverage, damages and liability of first-party property damage claims Complete a scope, inventory, and evaluation with documentation, on contents losses Establish timely and accurate claim and expense reserves Negotiate and convey claim contents settlements within authority limits Write denial letters, Reservation of Rights and other complex correspondence Control damages through proper usage of cost containment tools Meet all quality standards and expectation per Property Best Practices Maintain an effective diary system and document claim file activities in accordance with established procedures Manage file inventory to ensure timely resolution of cases Handle files in compliance with state regulations, where applicable Provide excellent customer service to meet the needs of the insured, agent and all other internal and external customers Identify and refer claims with MCU exposure to the supervisor Recognize when to refer claims to Special Investigations Unit and/or Subro Unit Perform any other duties as required Occasional Catastrophe Duty, including other offices and states may be required Occasional third party task assignments from other lines of business Collaborate with other Property Claims Professionals to provide training and expertise in contents claim handling Occasionally handle minor building and ALE claims to conclusion Requires outside inspections and some travel EDUCATION/COURSE OF STUDY: College degree or equivalent in business discipline WORK EXPERIENCE: Previous property claim handling experience is preferred COMMUNICATION SKILLS: Strong verbal and written communications skills COMPUTER SKILLS: Working knowledge of Excel and Word OTHER: Knowledge of Impact system helpful Excellent organizational skills with the ability to work independently Solid analytical skills Strong negotiation skills Strong time management skills The Outside Property positions require the individual to access and inspect all areas of a dwelling or structure which is physically demanding requiring the ability to carry, set up and climb a ladder weighing approximately 38 pounds; walk on roofs; and enter tight spaces (such as attic staircases and entries, crawl spaces, etc.). Incumbents who fill this position will be subject to periodic post-hire criminal background checks while employed in this position. As a condition of acceptance for the position, selected candidates for this position will be required to electronically accept the Fair Credit Reporting Act (FCRA) Disclosure Statement and Authorization included in the online employment application. You may also be subsequently asked to accept similar FCRA authorizations periodically throughout your employment with the Company.
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8/25/2009 - Fargo, ND - Investment Financial Consultant
U.S. Bancorp
Contacts and profiles customers to determine their financial goals, objectives and current financial position. Proactively recommends investment solutions to your clients from a variety of partners such as AIG, Allstate, Franklin Templeton, New York Life, MetLife, Putnam Investments, Hartford and more while complying with all pertinent laws, regulations and corporate policies. Trains branch staff on the services we offer and partner with them to recognize referral opportunities.Your Career is Here!
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