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<h3>Job Description</h3>
Job DescriptionDescription:
Summary: 
The Financial Specialist is responsible for supporting key financial operations, including daily financial transactions, record management, and communication with internal and external stakeholders. This role ensures the efficient processing of payments, billing, and work order distribution while maintaining accuracy and confidentiality. The Financial Specialist plays a critical role in supporting the Finance Team by handling financial documentation and providing administrative assistance as needed.
 
Requirements:
Essential Duties and Responsibilities: (include the following, with other duties may be assigned):
<ul>
<li>Ensure accurate and timely processing of Accounts Payable and Accounts Receivable transactions to maintain strong vendor and customer relationships.</li>
<li>Monitor outstanding customer balances and perform proactive collections to optimize cash flow and reduce bad debt exposure.</li>
<li>Reconcile financial data and statements, including third-party accounts (e.g., banks, shipping vendors), to ensure completeness and accuracy.</li>
<li>Accurately process and distribute daily invoicing and apply incoming payments and deposits in a timely manner.</li>
<li>Maintain and update customer records, billing details, and tax-related information to support compliance and financial accuracy.</li>
<li>Assist with tax-related responsibilities, including the self-reporting of MA Sales &amp; Use Tax for applicable invoices.</li>
<li>Support compliance with internal financial controls and company policies to prevent fraud, errors, or misuse of company resources.</li>
<li>Respond promptly and professionally to internal and external inquiries, helping resolve any discrepancies or issues in a customer- or vendor-focused manner. </li>
<li>Participate in continuous improvement of financial processes, suggesting and implementing efficiency enhancements where appropriate.</li>
<li>Maintain the confidentiality of sensitive financial and personnel data at all times.</li>
<li>Provide administrative and operational support to the Finance Team, including data entry, report generation, document filing, and handling mail.</li>
<li>Stay current with finance best practices by engaging in ongoing professional development and training opportunities.</li>
</ul>
Education and Experience:
<ul>
<li>Bachelor’s degree in accounting, Finance, or a related field with at least 1 year of accounting experience.</li>
<li>OR associate degree with 2 years of accounting experience; OR 3+ years of relevant experience in accounting or finance roles.</li>
<li>Demonstrated experience managing confidential and sensitive financial data with professionalism and integrity.</li>
</ul>
Job Knowledge, Skills, and Abilities:
<ul>
<li>Solid understanding of accounting principles, bookkeeping practices, and financial processes, with a strong focus on compliance and accuracy.</li>
<li>Strong analytical and problem-solving skills to interpret financial data, identify trends, and support informed decision-making.</li>
<li>Proficiency in financial and enterprise software systems such as IndySoft, MetCal, ACT, QuickBooks, Payright Workforce Solution, and Kaizen Software Solutions (preferred).</li>
<li>Advanced skills in Microsoft Excel, as well as proficiency with Microsoft SharePoint and Teams.</li>
<li>Excellent communication and interpersonal skills, with the ability to work effectively across departments and with external vendors and customers.</li>
<li>High level of discretion and ethical responsibility in handling financial information.</li>
<li>Exceptional organizational and time management skills, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.</li>
<li>Adaptability, initiative, and a customer service mindset that supports collaboration and team success.</li>
</ul>
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 
<ul>
<li>Ability to sit, stand, walk, and use hands for extended periods in a professional office environment.</li>
<li>Frequent use of standard office equipment, including computers, calculators, and phones.</li>
<li>Visual acuity required for reviewing detailed financial data and documents.</li>
<li>Occasional lifting and carrying of items up to 30 pounds.</li>
</ul>
Equal Opportunity Employer Statement:
Essco is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected characteristic. Reasonable accommodation may be provided to enable individuals with disabilities to perform essential job functions.

Finance Specialist

<h3>Job Description</h3>
Job Description
YA BEI – Join Us Join Talents – We Look Forward to Your Joining
YA BEI The Largest Emerging Asian Goods Shopping Platform in North America
Founded in August 2022, YA BEI focuses on providing unique snacks from various provinces in China and across Asia. In just over a year of development, we have established long-term partnerships with many well-known domestic and international companies and set up a branch office in China. We are committed to building a strong brand image among North American Chinese communities and international students, becoming their top choice for online shopping.
Position: Finance Specialist
Salary: Based on experience, USD $75,000 – $95,000
Job Responsibilities:
<ul>
<li>
Financial Planning and Budgeting: Develop and execute financial plans to ensure company financial goals and budgets are met.
</li>
<li>
Financial Reporting &amp; Analysis: Prepare and review financial reports, analyze financial data, and provide decision-making support to management.
</li>
<li>
Tax Management: Ensure compliance with tax regulations, timely tax payments, and optimization of tax services.
</li>
<li>
Cash &amp; Investment Management: Manage cash flow, ensure adequate liquidity, and optimize investment and financing strategies.
</li>
<li>
Accounting Compliance: Supervise accounting systems and processes to ensure accuracy and completeness of records.
</li>
<li>
Risk Management: Identify and assess financial risks, and develop corresponding risk management strategies.
</li>
<li>
Asset Management: Manage company assets, including fixed and intangible assets, to maximize value.
</li>
<li>
Internal Control: Establish and maintain internal control systems to ensure compliance and transparency of financial operations.
</li>
</ul>
Job Requirements:
<ul>
<li>
Education: Bachelor’s degree or above in accounting, finance, financial management, or related fields.
</li>
<li>
Skills &amp; Experience: Strong analytical skills, proficiency in financial reporting, tax compliance, and accounting software. Excellent communication skills; relevant work or project experience preferred.
</li>
<li>
Certification: Relevant certifications such as CPA or CMA are a plus.
</li>
<li>
Industry Knowledge: Understanding of industry-specific financial processes and regulations, with the ability to provide tailored financial management.
</li>
<li>
Teamwork: Strong team spirit, able to work closely with other departments to achieve company financial goals.
</li>
<li>
Attention to Detail: Strong work ethic, meticulous, and accurate in handling financial matters.
</li>
<li>
Adaptability: Familiar with changes in financial laws and standards, able to continuously learn and update professional knowledge.
</li>
</ul>
Company Benefits:
<ul>
<li>
Medical insurance &amp; life insurance
</li>
<li>
Subway and mobile phone plan subsidies
</li>
<li>
401(k) retirement plan
</li>
<li>
Accepts OPT and H1B visas (company can provide H1B sponsorship and assist with EB1, EB2, EB3 green card applications)
</li>
</ul>

<h3>Job Description</h3>
Job Description
1. Role Overview
Mercor is partnering with a leading AI research group to develop finance-specific knowledge systems for advanced AI agents. We are seeking finance experts with strong AI prompting capabilities to create structured guides that transform general-purpose AI into domain-specialized financial tools. This is a project-based opportunity ideal for professionals with both deep finance expertise and practical experience using AI for workflow enhancement. If you are not skilled at working with AI models, this project will not be a good fit. We are only looking for experts from the US, Canada, England, Australia, and New Zealand.
2. Key Responsibilities
<ul>
<li>
Translate complex finance concepts into AI-readable formats
</li>
<li>
Prompt, test, and refine AI agents for improved domain-specific performance
</li>
<li>
Create reusable instructions, templates, and best practices for AI agents
</li>
<li>
Potential to collaborate asynchronously with AI researchers on validation and design
</li>
</ul>
3. Ideal Qualifications
<ul>
<li>
2+ years of experience in finance, investment banking, private equity, or hedge fund experience preferred
</li>
<li>
Strong practical understanding of financial modeling, transactions, or research workflows
</li>
<li>
Demonstrated expertise using and prompting AI tools (e.g., GPT, Claude, etc.)
</li>
<li>
Ability to write clear, structured content for both human and AI consumption
</li>
<li>
Self-directed, highly organized, and able to work independently
</li>
</ul>
4. More About the Opportunity
<ul>
<li>
Remote and asynchronous — set your own hours
</li>
<li>
Expected time commitment: minimum 10 hours/week
</li>
<li>
Project-based engagement over the next couple weeks, with significant opportunity for expansion or movement to other projects with high performance if requested
</li>
<li>
Opportunity to shape how AI systems learn and reason in the finance domain
</li>
</ul>
5. Compensation &amp; Contract Terms
<ul>
<li>
$100–150/hour (most experts will start at the lower range, but will quickly have the opportunity to make up to $150/hr with high performance)
</li>
<li>
Independent contractor classification
</li>
<li>
Weekly payments via Stripe Connect
</li>
</ul>
6. Application Process
<ul>
<li>We’re looking to get started as soon as possible so we’ll be following up with the top applicants as quickly as we can!</li>
</ul>
7. About Mercor
<ul>
<li>
Mercor is a talent marketplace that connects top experts with leading AI labs and research organizations
</li>
<li>
Our investors include Benchmark, General Catalyst, Adam D’Angelo, Larry Summers, and Jack Dorsey
</li>
<li>
Thousands of professionals across domains like law, creatives, engineering, and research have joined Mercor to work on frontier projects shaping the next era of AI
</li>
</ul>

Finance AI Specialist

<h3>Job Description</h3>
Job Description
Established in 2004, OLIVER is the world's first and only specialist in designing, building, and running bespoke in-house agencies and marketing ecosystems for brands. We partner with over 300 clients in 40+ countries and counting. Our unique model drives creativity and efficiency, allowing us to deliver tailored solutions that resonate deeply with audiences. 
As a part of The Brandtech Group, we're at the forefront of leveraging cutting-edge AI technology to revolutionise how we create and deliver work. Our AI solutions enhance efficiency, spark creativity, and drive insightful decision-making, empowering our teams to produce innovative and impactful results.
Role: Sourcing and Finance Operations Specialist
Location: Basking Ridge, New Jersey 
About the role:
As the Sourcing Operations Specialist, you'll be working with the Financial Operations Lead in a fast-paced environment and be responsible for administrative and logistical support for Customer Experience Insights (CMI) team. This includes managing the full spectrum of vendor engagement, from executing agreements in collaboration with sourcing teams, onboarding new vendors into partner systems, maintaining vendor data, processing payments, tracking against budget and finance systems, and ensuring compliance with company policies and procedures. Additionally, you'll be providing assistance in other non-finance operational tasks as needed that support the team. 
What you will be doing:
<ul>
<li>Support CMI vendor partnerships: Proactively manage sourcing tasks to ensure timely and accurate progress. </li>
<li>Coordinate between stakeholders: Serve as the primary liaison between CMI researchers, Sourcing, and external vendors. </li>
<li>Master financial systems: Become an expert in the financial management systems used in the information pipeline. </li>
<li>Process vendor payments: Work with Accounts Payable to process and track vendor payments accurately and on time. </li>
<li>Maintain vendor records:Maintain accurate and detailed records of all vendor transactions, track progress within Airtable, and ensure vendor records are consistently updated with precise information.</li>
<li>Ensure policy compliance: Ensure compliance with company policies and procedures for vendor management and payment processing. </li>
<li>Provide administrative support: Provide administrative support to CMI as needed, such as coordinating the monthly Research Newsletter. </li>
<li>Stakeholder Communication:Bring clarity and support through excellent communication and interpersonal skills to act as a key point of contact and keep both internal and external stakeholders informed and aligned. </li>
</ul>
What you need to be great in this role:
<ul>
<li>Bachelor's degree in business administration, finance, or a related field </li>
<li>3+ years of experience in vendor management and payment processing (1ERP/ Ariba) </li>
<li>Strong project management skills and attention to detail are essential. The role involves managing multiple tasks at various stages of the sourcing cycle simultaneously. Highly organized and focused is critical for success. Experience using Ariba is preferable. </li>
<li>Demonstrates a strong sense of ownership and responsibility for the sourcing process, and can independently and diligently keep stakeholders focused. </li>
<li>Excellent communication and interpersonal skills to work with external vendors and internal sourcing teams </li>
<li>Proficiency in Google Suite. </li>
<li>Ability to work independently and as part of a team </li>
<li>Ability to meet deadlines and handle multiple projects simultaneously </li>
<li>Prior experience in issuing PO's and managing budget is preferable. </li>
<li>At the time of this posting, the base salary for this position may range from $76,500 to $85,500. Individual compensation varies based on job related factors, including location, business needs, level of responsibility, experience, and qualifications. The range listed is just one component of OLIVER's total compensation package.</li>
</ul>
Req ID: 12761#LI-midsenior #LI-FO1
Our values shape everything we do: 
Be Ambitious to succeed  
Be Imaginative to push the boundaries of what's possible  
Be Inspirational to do groundbreaking work  
Be always learning and listening to understand  
Be Results-focused to exceed expectations  
Be actively pro-inclusive and anti-racist across our community, clients and creations  
OLIVER,a part of the Brandtech Group, is an equal opportunity employer committed to creating an inclusive working environment where all employees are encouraged to reach their full potential, and individual differences are valued and respected. All applicants shall be considered for employment without regard to race, ethnicity, religion, gender, sexual orientation, gender identity, age, neurodivergence, disability status, or any other characteristic protected by local laws.  
 OLIVER has set ambitious environmental goals around sustainability, with science-based emissions reduction targets. Collectively, we work towards our mission, embedding sustainability into every department and through every stage of the project lifecycle.

Sourcing and Finance Operations Specialist

<h3>Job Description</h3>
Job Description
Job Summary:&nbsp; esp is seeking a detail-oriented, systems-savvy, and mission-driven individual to ensure the accuracy, integrity, and efficiency of our financial and fundraising data. The Gift, Data and Finance Specialist will manage the full lifecycle of incoming funds and donor information—ensuring every gift, pledge, and payment, and donor record is accurately received, recorded, and maintained. This position plays a critical role in powering both Development and Finance operations. Responsibilities include processing and reconciling donations, participant payments, merchandise sales, and program income; maintaining clean and actionable donor and financial data; and supporting accounts payable and compliance needs. The Specialist provides reliable information that drives fundraising strategy, supports financial accuracy, and ensures timely reporting across all esp communities.
About esp: Founded in 1986 in Watkinsville, Georgia, esp exists to create transformative experiences for people with disabilities and their families and change communities for the better. esp now operates four locations across the state of Georgia to provide year-round programming, summer camp, and family support to nearly 1,000 families. To learn more, visit espyouandme.org&nbsp;
Our Values
<ul>
<li>Infused with Joyful Hospitality</li>
<li>Innovating Possibilities</li>
<li>Activating the Abilities of All</li>
<li>Fascinated with Fun</li>
<li>Compassion, Freely Given</li>
<li>Connecting the Unconnected</li>
<li>Persevering, Together</li>
</ul>
Top Five Responsibilities:&nbsp;
<ol>
<li>Accurately record, code, and reconcile all revenue to include incoming gifts, deposits, participant payments, program,&nbsp; and other non-philanthropic income across systems including Salesforce, Campsite, Shopify, Acuity, and QuickBooks.</li>
<li>Maintain clean, complete donor records, receipts, and pledge reminders..</li>
<li>Process expense invoices and reimbursements in accordance with esp policies, ensuring accurate coding, proper approvals, vendor communication, and audit-ready documentation.</li>
<li>Develop reports, dashboards, segmented lists, and donor insights to support fundraisers, campaigns, and leadership; assist with month-end reconciliations, audits, and board reporting.</li>
<li>Support program and revenue operations, and identify opportunities to enhance systems, integrations, and workflows.</li>
</ol>
Other Functions and Responsibilities:&nbsp;
<ul>
<li>Gift, Accounts Receivable and Accounts Payment Management&nbsp;
<ul>
<li>Record all incoming gifts, deposits, and participant payments with accuracy and consistency.</li>
<li>Manage and reconcile income from multiple systems including Salesforce (donations), Campsite (program fees), Shopify (merchandise and book sales), and Acuity (Java Joy income).</li>
<li>Ensure timely reconciliation between Salesforce (donor system), QuickBooks (accounting system), and external income platforms.</li>
<li>Process all invoices and expense reimbursements in accordance with esp policies.</li>
<li>Verify approvals, coding accuracy, and budget alignment prior to payment</li>
<li>Maintain organized documentation of all payables for monthly close and audit</li>
<li>Ensure timely and accurate vendor communication and payments.</li>
</ul>
</li>
<li>Gift Entry, Donor and Records Management
<ul>
<li>Record all incoming donations, pledges, and recurring gifts in Salesforce, ensuring proper coding and attribution.</li>
<li>Generate and issue donor, tax receipts, and pledge reminders in coordination with fundraisers.</li>
<li>Maintain data and systems to enable timely and accurate donor communication and recognition</li>
<li>Generate and track pledge reminders and receipts in collaboration with the Development team.</li>
<li>Maintain clear documentation for audit readiness and donor transparency</li>
<li>Maintain donor biographical information in Salesforce (addresses, employment, affiliation, matching gift companies, etc.) and ensure up-to-date, clean data</li>
<li>Establish &amp; Lead Data Quality Metrics, Dashboards &amp; Reporting, Conduct regular data hygiene audits, reviews and lead duplicate records management for donor data in Salesforce</li>
<li>Serve as the point person for Salesforce data governance &amp; management, and internal data requests</li>
</ul>
</li>
<li>Financial Compliance, Reporting, and Analytics
<ul>
<li>Support the Finance Officer with month-end reconciliations and cash flow tracking.</li>
<li>Assist in preparing financial documentation for board reports, audits, and grant reporting.</li>
<li>Maintain integrity of all financial data, ensuring compliance with GAAP and esp’s internal controls.</li>
</ul>
</li>
<li>Training and Process Improvements
<ul>
<li>Identify opportunities to improve systems, integrations (e.g., Give Lively, OneCause), and workflow efficiency.</li>
</ul>
</li>
<li>Collaboration and Cross-Departmental Support
<ul>
<li>Partner with the Finance, Annual Giving and Development Operations teams to align financial and fundraising data and reconcile deposits and ensure consistency between Salesforce and QuickBooks.</li>
<li>Communicate proactively with site teams to ensure participant and vendor balances are current</li>
<li>Support financial process improvements, special projects, campaigns, and donor research as assigned..</li>
<li>Support Program, Java Joy, and Shop operations with accurate income reporting and reconciliation.</li>
<li>Contribute to financial process improvements and special projects as assigned.</li>
</ul>
</li>
</ul>
Key Competencies
<ul>
<li>Attention to Detail</li>
<li>Data Hygiene, Data Management, Data Audits and Quality Assurance</li>
<li>Financial Acumen</li>
<li>Timeliness &amp; Organization</li>
<li>Systems Thinking</li>
<li>Clear Communication</li>
<li>Confidentiality &amp; Integrity</li>
</ul>
Minimum Qualifications
<ul>
<li>Bachelor’s Degree in Accounting Finance or related field or experience in the field.</li>
<li>2–5 years of relevant data management, financial or accounting experience.</li>
<li>Experience with QuickBooks, Salesforce, and online income platforms (Campsite, Shopify, Acuity) preferred.</li>
<li>Strong proficiency in Excel data reconciliation and analysis.</li>
<li>Demonstrated ability to manage multiple priorities and deadlines.</li>
</ul>
Job Details
<ul>
<li>Reports To: Director of People with a dotted line to the Finance and Development teams</li>
<li>Supervises: N/A</li>
<li>Location: esp Headquarters (Athens, GA) — hybrid flexibility available</li>
<li>Type: Full-Time, Non-Exempt</li>
<li>Compensation: Commensurate with experience</li>
<li>Benefits: Medical, Dental, Vision, 401k match, generous PTO policy</li>
</ul>
esp provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
esp is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. As part of this commitment, esp will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact esp’s People Team at <a href="mailto:hr@espyouandme.org" target="_blank">hr@espyouandme.org</a>.
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Gift, Data and Finance Specialist

<h3>Job Description</h3>
Job DescriptionDescription:
Summary: 
The Financial Specialist is responsible for supporting key financial operations, including daily financial transactions, record management, and communication with internal and external stakeholders. This role ensures the efficient processing of payments, billing, and work order distribution while maintaining accuracy and confidentiality. The Financial Specialist plays a critical role in supporting the Finance Team by handling financial documentation and providing administrative assistance as needed.
 
Requirements:
Essential Duties and Responsibilities: (include the following, with other duties may be assigned):
<ul>
<li>Ensure accurate and timely processing of Accounts Payable and Accounts Receivable transactions to maintain strong vendor and customer relationships.</li>
<li>Monitor outstanding customer balances and perform proactive collections to optimize cash flow and reduce bad debt exposure.</li>
<li>Reconcile financial data and statements, including third-party accounts (e.g., banks, shipping vendors), to ensure completeness and accuracy.</li>
<li>Accurately process and distribute daily invoicing and apply incoming payments and deposits in a timely manner.</li>
<li>Maintain and update customer records, billing details, and tax-related information to support compliance and financial accuracy.</li>
<li>Assist with tax-related responsibilities, including the self-reporting of MA Sales &amp; Use Tax for applicable invoices.</li>
<li>Support compliance with internal financial controls and company policies to prevent fraud, errors, or misuse of company resources.</li>
<li>Respond promptly and professionally to internal and external inquiries, helping resolve any discrepancies or issues in a customer- or vendor-focused manner. </li>
<li>Participate in continuous improvement of financial processes, suggesting and implementing efficiency enhancements where appropriate.</li>
<li>Maintain the confidentiality of sensitive financial and personnel data at all times.</li>
<li>Provide administrative and operational support to the Finance Team, including data entry, report generation, document filing, and handling mail.</li>
<li>Stay current with finance best practices by engaging in ongoing professional development and training opportunities.</li>
</ul>
Education and Experience:
<ul>
<li>Bachelor’s degree in accounting, Finance, or a related field with at least 1 year of accounting experience.</li>
<li>OR associate degree with 2 years of accounting experience; OR 3+ years of relevant experience in accounting or finance roles.</li>
<li>Demonstrated experience managing confidential and sensitive financial data with professionalism and integrity.</li>
</ul>
Job Knowledge, Skills, and Abilities:
<ul>
<li>Solid understanding of accounting principles, bookkeeping practices, and financial processes, with a strong focus on compliance and accuracy.</li>
<li>Strong analytical and problem-solving skills to interpret financial data, identify trends, and support informed decision-making.</li>
<li>Proficiency in financial and enterprise software systems</li>
<li>Advanced skills in Microsoft Excel, as well as proficiency with Microsoft SharePoint and Teams.</li>
<li>Excellent communication and interpersonal skills, with the ability to work effectively across departments and with external vendors and customers.</li>
<li>High level of discretion and ethical responsibility in handling financial information.</li>
<li>Exceptional organizational and time management skills, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.</li>
<li>Adaptability, initiative, and a customer service mindset that supports collaboration and team success.</li>
</ul>
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 
<ul>
<li>Ability to sit, stand, walk, and use hands for extended periods in a professional office environment.</li>
<li>Frequent use of standard office equipment, including computers, calculators, and phones.</li>
<li>Visual acuity required for reviewing detailed financial data and documents.</li>
<li>Occasional lifting and carrying of items up to 30 pounds.</li>
</ul>
Equal Opportunity Employer Statement:
Essco is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected characteristic. Reasonable accommodation may be provided to enable individuals with disabilities to perform essential job functions.

<h3>Job Description</h3>
Job Description
Position 
Finance Specialist I 
Reports to 
Director of Finance &amp; Controller 
Summary 
Responsible for supporting the finance functions including trading, reconciliation, funds movement, bank activities, project requests as needed, and providing depth within the Accounting and Financial Services Department. 
Duties and Responsibilities 
<ol>
<li>Performs daily trading functions from reconciliation through to trade preparation and submission including cash movements. </li>
<li>Serves as the gatekeeper of the daily trade window. Uses a decision matrix based on several factors to determine what trades are processed during the trading window. </li>
<li>Performs multiple different reconciliation activities for daily trade file, the mutual fund accounts, and wire accounts. Identifies issues, determines root cause, identifies risks and implements appropriate solutions to resolve issues and ensures transactions are settled in an expedient time frame. </li>
<li>Prepares work papers related to the accounting close such as monthly trade summary and cash control schedules. Uses ReconArt to prepare month-end journal entries for pool transactions.</li>
<li>Requests copies of bank cancelled grant checks to research when grants do not go through as expected. Processes stop payments for grant checks as required. </li>
<li>Prepares daily trade summary in the prescribed format.</li>
<li>Prepares daily grant wire and bank wire including creating unique wire templates and processing bank ACH and wires for grant payments. Funds weekly electronic grant payments. Partners with stakeholders at the banks as well as Vanguard to ensure wires are processed and funded appropriately. </li>
<li>Researches and resolves any Vanguard wire room inquiries to address overdrafts, etc. </li>
<li>Builds relationships and partners with internal and external stakeholders to investigate and resolve transactions, notify and seek approval from Vanguard for large trades, and provides guidance regarding market impact of various different transactions. Communicates status and resolution proactively to relevant stakeholders. </li>
<li>Serves as primary backup for brokerage associate which requires the processing of daily donor brokerage contributions. </li>
<li>Seeks out efficiencies and improvements in the finance and accounting business processes and implements solutions after consultation with relevant stakeholders.</li>
<li>Safeguards the assets of Vanguard Charitable (VC) and its records. Ensures full regulatory compliance and observes the Principles of the Code of Conduct set forth by the AICPA. </li>
<li>Participates in special projects and performs other duties as assigned. </li>
</ol>
Qualifications 
<ul>
<li>B.S. Degree in Accounting/Finance or relevant combination of training and experience. </li>
<li>Two years relevant experience preferred.</li>
<li>Must have knowledge of different types of investments and the ability to navigate multiple systems. </li>
<li>Advanced Excel skills and proficient with other Microsoft Office products.</li>
<li>Detail oriented with strong problem identification and resolution skills.</li>
<li>Strong verbal and written communication skills.</li>
<li>Works independently, and collegially, with minimal supervision.</li>
<li>Maintains the highest level of integrity, professionalism, and ethical standards in all activities.</li>
</ul>

Finance Specialist I

<h3>Job Description</h3>
Job Description
Turn ambition into action.
Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.
No Finance Experience? No problem!
<ul>
<li>Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance.</li>
<li>If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services.</li>
</ul>
What we offer:
<ul>
<li>Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company.</li>
<li>Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance.</li>
<li>Training allowance and performance-based incentives.</li>
<li>Company-sponsored professional development opportunities.</li>
<li>Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time.</li>
</ul>
Why join Eastern Advisory Group?
<ul>
<li>With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848.</li>
<li>Fortune 500 Company - Backed by the strength and support of a nationally recognized company.</li>
<li>Forbes America's Best Insurance Companies Permanent Life 2025</li>
<li>Mission Driven - "Do good. Be good. Make good."</li>
</ul>
 
Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788. 
We can only consider applicants authorized to work in the United States.
Compensation:
$100,000 at planned earnings yearly
Responsibilities:
<ul>
<li>Partner with clients to gather detailed financial information and create personalized profiles, enabling tailored advice that reflects their income, goals, and overall financial picture.</li>
<li>Contribute as a supportive team member while actively pursuing growth through ongoing training and professional development.</li>
<li>Proactively build and strengthen relationships with prospective clients by establishing yourself as their go-to financial resource.</li>
<li>Design customized financial strategies that adapt to clients’ evolving life stages, careers, and financial priorities.</li>
<li>Recommend thoughtful solutions—including products, plans, and investment strategies—to guide clients toward reaching their objectives.</li>
<li>Obtain Life and Health certification within 45 days of hire.</li>
</ul>
Qualifications:
<ul>
<li>Long Island/Queens candidates only.</li>
<li>Previous Sales experience preferred.</li>
<li>Must be able to commute to Hauppauge, Long Island, for training.</li>
</ul>
About Company 
<ul>
<li>With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848.</li>
<li>Fortune 500 Company - Backed by the strength and support of a nationally recognized company.</li>
<li>Forbes America's Best Insurance Companies Permanent Life 2025</li>
<li>Mission Driven - "Do good. Be good. Make good."</li>
</ul>
Candidates must be within a close commute to 410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788.
We can only consider applicants authorized to work in the United States.

Finance Planning Specialist

<h3>Job Description</h3>
Job Description
Finance Specialist
Location: Pierre, SD
Agency: Capital Area Counseling Service
Employment Category: Full-Time
Employment Type: Hourly / Non-exempt
Benefits: Employer paid monthly premiums for health, dental, and life insurance for the employee; 401K participation with an up to 6% match after meeting eligibility requirements; paid holidays; paid YMCA family membership; and vacation and medical leave
Perquisites: continued education/professional development opportunities and a supportive team environment that promotes staff wellness and self-care
Position Description: An effective Accountant will work alongside the Chief Financial Officer in achieving the agency’s mission, goals, and objectives through strong fiscal management. 
Duties/Responsibilities:
Financial Analysis/Accounting:
Assists the Chief Financial Officer (CFO) in:
Gathering and evaluating financial data to arrive at accurate conclusions and developing effective solutions.
Obtaining, analyzing, and verifying proper entries needed to prepare financial and budget statements. 
Preparing reports and projections based on financial analysis. 
Performing ad hoc financial analysis as requested by the CFO.
Reviewing and understanding all funding sources.
Preparing and entering all accounting system entries, including expenditure and revenue corrections, as well as all month and year-end adjusting entries, including leave accruals, insurance, depreciation, accounts payable, and accounts receivable. 
Monitoring and recording accounts in the general ledger (GL) to ensure all entries are accurate and all transactions are reported in accordance with the general accepted accounting principles (GAAP).
Analyzing and preparing the annual budget. 
Gathering data and preparing the annual cost report submitted to the state. 
Grants Management:
Interprets federal grant management requirements including match requirements.
Maintains grant sheets, prepares corrections, determines availability of funds, and notifies the Chief Financial Officer of funding issues and makes a recommendation to solve. 
Provides technical assistance for the coordination, preparation and submission of federal grant applications, adjustments to grants, and inter-grant transfers.
Reconciles federal funds received to federal fund expenditures recorded on accounting system on a regular basis. 
Payroll:
Responds to and resolves any inquiries regarding paychecks.
Maintains monthly payroll checklists and records.
Runs necessary reports from the Human Resources Information System (HRIS) and review for accuracy.
Reviews trial payroll reports and will address any need for correction. 
Communicate with HR regarding adjustments for wages, compensation benefit rates, employee status changes, and other issues as needed. 
Prepares and posts the cash journal voucher entry to the accounting system. 
Maintains strict confidentiality of payroll information. 
Special Contract Invoicing:
Prepares monthly invoices for the agency specialty contracts by:
Gathering data from the Electronic Health Record (EHR) system.
Obtaining and interpreting transaction reports from the accounting system. 
Maintaining ongoing spreadsheets.
Accounting System Management: 
Act as the lead support in the accounting system to: 
 Maintain users.
 Build financial reports.
 Set up and monitor the chart of accounts. 
Other Relevant Duties as Assigned
Required Skills / Abilities:
Financial and accounting background, including understanding of profit and loss, balance sheet, cash flow management, general finance, statistics, and budgeting.
Strong analytical and financial modeling skills.
Ability to problem solve financial situations.
Ability to gather and analyze data in order to produce reports and make improvement recommendations.
Excellent time management and organizational ability.
Ability to multi-task and meet constant deadlines.
High level of integrity and dependability with a strong sense of urgency and results.
Commitment to personal and organizational growth.
Strong interpersonal and communications skills.
Ability to work cooperatively with others in a team environment.
Ability to maintain confidentiality and comply with agency ethical and compliance standards.
Advanced MS Excel skills and financial modeling and familiarity with accounting software
May need to use personal vehicle for work-related tasks and must provide proof of insurance.
Valid driver’s license.
Education and Experience:
Bachelor’s degree in accounting, finance, or a related field; a combination of education and work experience may be considered.
Physical Requirements: 
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.

 #hc61017

<h3>Job Description</h3>
Job Description
The Vermont Judiciary is seeking a Finance Specialist II for a permanent position in Montpelier. This position works at a professional level involving financial management, fund accounting, and internal auditing and reconciliation activities within the Vermont Judiciary. The principal function is the processing of payments and management of vendor accounts. 
The Finance Specialist II will provide professional accounting work in the maintenance, review, and reconciliation of financial records to ensure compliance with accepted accounting principles and standards. Work may involve performing a wide variety of routine accounting and bookkeeping tasks in multiple or complex fiscal programs, participating in the work of a unit within a centralized accounting operation. Duties are performed under the general supervision of the Finance Manager.
Desired Knowledge and Skills
<ul>
<li>Thorough knowledge of fiscal procedures, including automated fiscal recordkeeping and electronic spreadsheets.</li>
<li>Working knowledge of basic contract requirements.</li>
<li>Working knowledge of cost allocation practices and procedures.</li>
<li>Ability to make mathematical computations with speed and accuracy.</li>
<li>Ability to develop checkpoints to maintain over-all integrity of the financial system.</li>
<li>Ability to interpret and apply rules and regulations of considerable complexity.</li>
<li>Skill in preparing accurate financial and statistical reports.</li>
</ul>
This is a permanent full-time position located in Montpelier, Vermont. Starting salary is $22.07 per hour. The Finance Specialist II is a non-exempt Judicial Branch position equivalent to pay grade 19. The State of Vermont’s total compensation package features an outstanding set of employee benefits that are worth about 30% of your total compensation.
Benefits
<ul>
<li>80% State paid medical premium and a dental plan at no cost for employees and their families</li>
<li>Work/Life balance: 12 vacation days earned per year, 12 sick leave days earned per year, 13 paid holidays each year</li>
<li>Two ways to save for your retirement: A State defined benefit pension plan and a deferred compensation 457(b) plan</li>
<li>Tuition Reimbursement</li>
<li>Flexible spending healthcare and childcare reimbursement accounts</li>
<li>Low-cost group life insurance</li>
<li>Incentive-based Wellness Program</li>
<li>Qualified Employer for Public Service Student Loan Forgiveness Program</li>
</ul>
Minimum Requirements
High School diploma or equivalent AND two (2) years or more of experience in accounting, bookkeeping or clerical work involving accounting or financial records.
OR
Completion of a vocational/technical training program in business, office administration, financial support or related area AND one (1) year or more of experience in accounting, bookkeeping or clerical work involving accounting or financial records.
OR
Associate's degree in accounting, business administration, office administration or a related field.
OR
Two years or more full-time college coursework in accounting, business administration, office administration or a related field.
Summary of Duties
<ul>
<li>Performs technical accounting duties such as making cost allocations to various cost centers and </li>
<li>auditing financial documents for state and federal programs, special projects, grants, infrastructure </li>
<li>projects, or capital construction projects to ensure compliance with specifications. </li>
<li>Assists in compiling financial data for the preparation of financial reports. Prepares financial </li>
<li>schedules. </li>
<li>Posts, balances and reconciles accounting records. </li>
<li>Processes financial transactions, disbursements, receipts, expenditures, and fund transfer requests. </li>
<li>Makes corrections in accounting records. </li>
<li>Performs and edits financial and statistical analysis for review. </li>
<li>Assists professional staff in preparing and maintaining accounting systems. </li>
<li>Prepares payrolls. Maintains time and attendance records. </li>
<li>Maintains inventory records. </li>
<li>Calculates accounting adjustments. </li>
<li>Performs related duties as assigned.</li>
</ul>
Scheduled hours of work generally conform to public court hours, but assignments may extend beyond those hours. Occasional travel to other courts within the State of Vermont may be required. Travel will be reimbursed according to State policies. This position will be eligible for longevity increases in accordance with the State step pay plan and annual cost of living increases as enacted by the Vermont State Legislature. Job Code # 25082
The State of Vermont celebrates diversity and is committed to providing an environment of mutual respect and meaningful inclusion that represents a variety of backgrounds, perspectives, and skills in all state government positions. The Judicial Branch is committed to a policy of equal employment opportunity, and the recruitment process is designed to treat all applicants equitably.
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