Jobs at Fresh Consulting
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Lead Financial Advisor
Company: Claire Myers Consulting
Location: Other US Location
Posted Mar 12, 2024
<p><strong>Compensation $95000 $120000 base salary with bonus structure<br ><strong><strong>Overall compensation $150000200000+<strong><p> <p>Our client is a dynamic boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures The firm provides comprehensive financial planning investment advisory solutions education funding strategies holistic wealth management retirement planning and risk management<p> <p>They are adding a Lead Financial Advisor to support the firm<p> <p><strong>Responsibilities<strong><p> <ul><li>Build and maintain strong relationships with existing clients understanding their financial goals needs and preferences<li> <li>Collaborate with clients to assess their financial situation develop comprehensive financial plans and provide strategic advice to help them achieve their objectives<li> <li>Oversee and manage client investment portfolios ensuring alignment with their financial goals and risk tolerance<li> <li>Conduct thorough risk assessments for clients considering market conditions economic factors and individual risk profiles<li> <li>Stay informed about financial products investment options and market trends to offer relevant and uptodate advice<li> <li>Effectively communicate complex financial concepts to clients clearly and understandably keeping them informed about their investments and financial strategies<li> <li>Address client concerns and resolve issues promptly demonstrating problemsolving skills and a commitment to client satisfaction<li> <li>Ensure compliance with financial regulations industry standards and company policies to protect both clients and the firm<li> <li>Identify opportunities for business growth by acquiring new clients crossselling financial products and expanding relationships with existing clients<li> <li>Stay abreast of industry developments competitors and market conditions to provide valuable insights and recommendations to clients<li> <li>Maintain accurate and detailed records of client interactions financial plans and investment decisions in compliance with regulatory requirements<li> <li>Work closely with other departments within the financial advising firm such as investment analysts legal and compliance teams to ensure a comprehensive and coordinated approach to client service<li> <li>Pursue ongoing professional development staying informed about changes in financial markets regulations and industry best practices<li> <ul><p><strong>Qualifications<strong><p> <ul><li>4+ years of experience in Financial Services<li> <li>Understanding and ability to articulate Financial Planning<li> <li>Ability to advise clients on all aspects of their balance sheet including investment accounts cash management qualified plans real estate credit and alternatives<li> <li>Working understanding of tax thresholds types of taxation for different instruments and accounts and the levers for increasing or reducing taxes<li> <li>A comprehensive understanding of financial markets and a relentless drive to learn more<li> <li>Series 7 Series 6663 and State Life amp Health or similar Unlicensed candidates will be considered but required to obtain the requisite licenses within 120 days of employment<li> <li>CFP CFA CPA JD or similar certification or degrees preferred<li> <ul><p><strong>Compensation<strong><p> <ul><li>$95000 $120000 base salary with bonus structure Overall compensation $150000200000+<li> <ul>
Business Development Representative
Company: Claire Myers Consulting
Location: Other US Location
Posted Mar 12, 2024
<p><strong>Compensation $6500085000 base salary OTE $100000120000<strong><p> <p>Our client is a global engineering design firm based in Santa Clara California and with offices internationally They specialize in embedded softwarehardware electronics and electromechanics As a Business Development Representative your main focus will be on sales and marketing activities seeking out new business opportunities and developing relationships with potential clients Youll work closely with RampD Manufacturing and Aftermarket teams to expand services and offerings<p> <p><strong>Responsibilities<strong><p> <ul><li>Identify and pursue new business opportunities<li> <li>Qualify leads and reach out to potential clients through various channels<li> <li>Present the company and services to prospective clients<li> <li>Understand client needs and tailor solutions to meet them<li> <li>Build and maintain strong relationships with clients<li> <li>Work with internal teams to support customer requests and develop proposals<li> <li>Stay updated on industry trends and product offerings<li> <li>Participate in marketing activities trade shows and conventions<li> <li>Conduct market research and travel as needed<li> <ul><p><strong>What Youll Need<strong><p> <ul><li>Bachelors degree in Marketing Business Administration or related field<li> <li>Previous experience in a similar sales role<li> <li>Experience selling software or hardware engineering services in industries like Telecom Automotive Industrial Consumer MedTech Connected Devices or IoT<li> <li>Strong sales and negotiation skills<li> <li>Familiarity with CRM software and MS Excel<li> <li>Ability to work independently and as part of a team<li> <li>Excellent verbal and written communication skills in English<li> <li>Valid drivers license and access to a car<li> <ul><p><strong>Compensation<strong><p> <ul><li>$6500085000 base salary OTE $100000120000<li> <ul>
Records Management Specialist
Company: InfiniSource Consulting Solutions
Location: Other US Location
Posted Mar 11, 2024
<p><strong>INFINISOURCE CONSULTING SOLUTIONS INC<strong> <p> <p>InfiniSource Consulting Solutions ICS a 150+ employee government contractor specializing in Management Consulting Information Technology and Professional Services to the federal government We tailor our services to meet the specific needs of our civilian defense and privateindustry sponsor Our corporate support processes are ISO 9001 certified giving our customers the confidence that we are continually measuring and improving upon the support we provide and are committed to the highest level of customer satisfaction <p> <p><strong>Position Title<strong> Records Management Specialist <p> <p><strong>Position Type<strong> FullTime <p> <p><strong>Position Description<strong> <p> <ul><li>Responsible for carrying out tasks under the direction and supervision of the Records Project Manager<li> <li>Demonstrate increasingly responsible and successful capabilities to analyze understand and accurately apply federal records management principals <li> <li>Coordinate the proper disposition of records consistent with Agency practices<li> <li>Assist with orientating and training agency staff of appropriate lifecycle records management processes<li> <li>Serve as the first line of communication to agency staff for records management inquiries <li> <ul><p>Requirements <p> <p><strong>These requirements cannot be substituted or changed Please ensure you meet these requirements before applying<strong> <p> <ul><li><strong>At least 2 years of experience working in a federal records management environment <strong><li> <ul><p>InfiniSource Consulting Solutions is committed to hiring and retaining a diverse workforce We are proud to be an Equal OpportunityAffirmative Action Employer making decisions without regard to race color religion creed sex sexual orientation gender identity marital status national origin age veteran status disability or any other protected class US Citizenship is required for most positions <p> <p>ICS offers a competitive salary and a generous benefits package This package includes medical dental vision life short and longterm disability insurances and a 401kretirement plan<p>
Records Management Specialist Federal (Must be US citizen)
Company: InfiniSource Consulting Solutions
Location: Other US Location
Posted Mar 11, 2024
<p><strong>INFINISOURCE CONSULTING SOLUTIONS INC<strong> <p> <p>InfiniSource Consulting Solutions ICS a 150+ employee government contractor specializing in Management Consulting Information Technology and Professional Services to the federal government We tailor our services to meet the specific needs of our civilian defense and privateindustry sponsor Our corporate support processes are ISO 9001 certified giving our customers the confidence that we are continually measuring and improving upon the support we provide and are committed to the highest level of customer satisfaction <p> <p><strong>Position Title<strong> Records Management Specialist <p> <p><strong>Position Type<strong> FullTime <p> <p><strong>Location<strong> US Agency for International Development 1300 Pennsylvania Ave NW Washington DC 20523 and at other locations in Washington DC Maryland and Virginia where the Agencys records are maintained or housed These locations will also include the NARA and the FRC facilities <p> <p><strong>Salary<strong> Commensurate with experience please note this only requires 2 years of experience this is not a seniorlevel position <p> <p><strong>Position Description<strong> <p> <ul><li>Responsible for carrying out tasks under the direction and supervision of the Records Project Manager<li> <li>Demonstrate increasingly responsible and successful capabilities to analyze understand and accurately apply federal records management principals <li> <li>Coordinate the proper disposition of records consistent with Agency practices<li> <li>Assist with orientating and training agency staff of appropriate lifecycle records management processes<li> <li>Serve as the first line of communication to agency staff for records management inquiries <li> <li>Records Depository Services responding to agency inquiries about records how to obtain retired files assistance with the identification of appropriate record dispositions and more<li> <li>Records Retirement Services coordinating the retrieval of retirement submissions in Washington<li> <li>Limited Document Scanning Services Onsite scanning services to smallscale document conversion projects<li> <li>Management Support Services including data entry coordination and control tasks within a variety of document management and information management systems including Electronic Records Archives ERA the Archives and Records Centers Information System ARCIS the Info Keeper system and any other system as identified by the Contracting Officers Representative COR<li> <ul><p>Requirements <p> <p><strong>These requirements cannot be substituted or changed Please ensure you meet these requirements before applying<strong> <p> <ul><li><strong>Must have at least 2 years of experience working in a federal records management environment <strong><li> <li><strong>Must have a Secretlevel security clearance<strong><li> <li><strong>Must be personable articulate knowledgeable professional and able to lift 35 pounds<strong><li> <ul><p>InfiniSource Consulting Solutions is committed to hiring and retaining a diverse workforce We are proud to be an Equal OpportunityAffirmative Action Employer making decisions without regard to race color religion creed sex sexual orientation gender identity marital status national origin age veteran status disability or any other protected class US Citizenship is required for most positions <p> <p>ICS offers a competitive salary and a generous benefits package This package includes medical dental vision life short and longterm disability insurances and a 401kretirement plan<p>
Program Coordinator
Company: CLEAResult Consulting, Inc.
Location: Other US Location
Posted Mar 10, 2024
CLEAResult is seeking a Program Coordinator for their York, PA office. The ideal candidate will have experience in completing and scheduling home energy evaluations, ensuring project documentation accuracy, and maintaining detailed data organization. The role involves working in a fast-paced environment, providing excellent customer service, and demonstrating strong written and verbal communication skills. CLEAResult offers a competitive compensation range of $17.40 - $26.00 per hour, along with comprehensive benefits including medical, dental, vision insurance, 401(k) with company match, paid leave time, and volunteer time. The company is committed to fostering a people-first culture built on trust, accountability, and transparency, where every employee is treated with respect and given equal opportunities to thrive.
Senior Consultant - Risk Advisory
Company: CrossCountry Consulting
Location: Chicago, IL
Posted Mar 11, 2024
<p>From the beginning our goal was to establish an advisory firm that stands apart from the rest one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients but for our people too We firmly believe in the strength of collaboration enthusiasm generosity and perseverance as the driving forces behind our success With advisory solutions spanning accounting and risk technologyenabled transformation and transactions we partner with our clients to solve todays challenges and deliver present and future value<p> <p><br ><p> <p>Our commitment to our people has earned us numerous awards including Inc5000s Fastest Growing Companies and Glassdoors Best Places to Work Explore what our employees have to say about our unique culture by clicking here<p> <p><br ><p> <p>By joining our rapidly growing Risk Advisory practice you will serve as a trusted partner to our clients Youll bring your firsthand experience unique perspectives and functional knowledge to deliver tailored integrated solutions that solve todays challenges and set the foundation for future success With support from experienced leaders and a dedicated coach you will join a collaborative community that invites you to contribute beyond the scope of client delivery <p> <p><br ><p> <p>In this role youll have the opportunity to work on a variety of projects that will typically fall into one of the following categories Financial and Compliance Risk eg SOX and FIDICA compliance ESG regulatory reporting Technology Risk eg IT controls cybersecurity cloud emerging technology Strategic and Operational Risk eg privacy data governance third party risk and EnterpriseWide Risk eg Internal Audit enterprise risk management programs and risk transformation <p> <p><b>What Youll Do<b> <p><ul><li>Serve as an analyst on a broad range of audit risk assessment control testing and risk management projects by conducting fieldwork testing controls preparing work papers and ensuring the creation of exceptional deliverables that surpass client expectations<li> <li>Conduct preliminary analyses and assessments of assigned operating units business areas or controls<li> <li>Perform walkthroughs with management to document processes including narratives flow charts and risk control matrices<li> <li>Evaluate design and test internal controls and develop tailored remediation strategies for identified risk and control gaps<li> <li>Assist Managing Consultants in driving operational excellence by actively participating in ongoing projects including engagement planning budget development progress monitoring and quality control of deliverables<li> <li>Develop a comprehensive knowledge of business and operational processes controls and flow<li> <li>Cultivate new client relationships and deepen existing ones leveraging a deep understanding of their business and delivering exceptional results<li> <li>Collaborate with CrossCountry and client team members to address business obstacles explore potential solutions and create impactful deliverables<li> <ul><p><b>What Youll Bring<b> <p><ul><li>A working knowledge of risks and internal controls<li> <li>3+ years of prior experience in professional services public accounting advisory fi rm or management consulting firm <li> <li>Excellent written and verbal communications and analytical thinking skills<li> <ul><p><b>Qualifications <b> <p><ul><li>A bachelors degree from an accredited university <li> <li>Willingness to travel domestically up to 20 30 travel varies based on client preferences<li> <li>Willingness to be present on client site or in office 3 days a week with 2 days a week remote hybrid office environment <li> <ul><p> <p><p>LICH1<p> <p><br ><p> <p><i>CrossCountry Consulting is an equal opportunity employer and is committed to providing employment opportunities to all qualified applicants regardless of their race color religion age sex national origin disability status pregnancy genetics sexual orientation protected veteran status gender identity or expression or any other characteristic protected by federal state or local laws We encourage and welcome candidates from diverse backgrounds to apply and will consider all applicants based on their qualifications skills and experience We embrace and value our individual experiences capabilities talents and perspectives by fostering and promoting a culture of diversity equity and inclusion<i><p> <p><p>
Associate Wealth Management Advisor
Company: Claire Myers Consulting
Location: Other US Location
Posted Mar 10, 2024
<p><strong>Compensation Annual salary of $65000 $90000 commensurate with experience and licensing designations higher for CFP holders<strong><p> <p>Our client is a highly accomplished and premier financial advisory firm with over 25 years of experience They pride themselves by offering clients a distinctive and comprehensive wealth management experience Through a deep understanding of the clients goals aspirations and dreams they help them identify and obtain their true life worth Their leader was recognized in 2021 2022 and 2023 by Forbes Magazine as one of the countrys Top 1000 Women Wealth Advisors<p> <p><strong>The Role<strong><p> <p>There is an opportunity to improve the scalability and efficiency of the firm by delegating the investment management of certain accounts This position will assist the firms transition onto the new platform This position requires organization coordination and client interaction The position will also focus on client service and wealth management The position will have the opportunity to work alongside the advisors in the business to learn the ins and outs of the financial planning business<p> <p><strong>Essential Duties<strong><p> <p><strong>Wealth Management Responsibilities<strong><p> <ul><li>Entering client data into financial planning software programs and spreadsheets<li> <li>Preparing and comparing different financial modeling for clients<li> <li>Aiding in review of financial strategies designed to help clients pursue their longterm goals<li> <li>Communicating with clients and interfacing with professionals inside and outside of the firm<li> <li>Managing client information to ensure that files are complete organized and secure<li> <li>Providing support for processing client service needs<li> <li>Researching clientspecific issues and communicating conclusions verbally and in writing to the team andor client<li> <li>Providing a variety of support to Investment Advisors and Financial Planners<li> <li>Managing and assisting in the completion of a variety of nonclient financial planningrelated projects such as research on new best practices or relevant laws and regulations<li> <ul><p><strong>Investment Management Responsibilities<strong><p> <ul><li>Partner with advisors in initiative to transition majority of book onto new investment management platform<li> <li>Assist Advisors with client communications implementing portfolios researching specific investmentrelated issues and developing specialized analyses for a clients unique investment needs<li> <li>Responsible for managing client portfolios of individual stocks mutual funds and bonds Including account monitoring rebalancing portfolios cash management capital gains mgmt and reporting etc<li> <li>Initiating processing and overseeing the opening of new client accounts<li> <ul><p><strong>Miscellaneous<strong><p> <ul><li>Participate in Weekly amp Monthly Team Meetings<li> <li>Complete andor assist with projects as assigned by the executive leadership team<li> <li>Crosstrain in other support roles<li> <ul><p><strong>Growth Opportunity<strong><p> <p>Growth in this organization is moldable to your vision and desire for your career There is a strong emphasis on personal and professional development to become the best version of yourself You could become a lead advisor and oversee client relationships and new business or you could become a subject matter expert on the team The pursuit of financial planning certifications is highly desired and encouraged within the firm The firm will support employee by providing time to study paying for study materials and exam costs and also providing the opportunity to learn and practice new skills by preparing for and participating in client meetings<p> <p><strong>Qualifications<strong><p> <ul><li>Bachelors degree required preferred in business or another related organizational field<li> <li>Local to Charlotte NC or willing to relocate they are an inoffice team<li> <li>SIE Required<li> <li>Series 6 or Series 7<li> <li>7+ years of Investment or Financial Service experience<li> <li>Desire to obtain CFP designation<li> <li>Familiarity with Microsoft applications and data entry and information retrieval software<li> <li>Demonstrated organizational and time management skills and ability to multitask set priorities and meet deadlines<li> <li>Has interest in learning on a continuous basis<li> <li>Ability to work both independently and in a team<li> <ul><p><strong>Compensation and Benefits<strong><p> <ul><li>Annual salary of $65000 $90000 commensurate with experience and licensing designations higher for CFP holders<li> <li>Bonus opportunity based on AUM and firm production as well as attainment of both firm and personal nonproduction goals<li> <li>Paid for designations and continuing education tuition<li> <li>Medical Dental Vision Insurance Vision Group Disability Insurance and 401k<li> <li>Paid time off paid major holidays 2 paid days annually for community service<li> <ul>
Associate Director - Accounting Advisory (West Coast Region)
Company: CrossCountry Consulting
Location: Seattle, WA
Posted Mar 11, 2024
<p>From the beginning our goal was to establish an advisory firm that stands apart from the rest one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients but for our people too We firmly believe in the strength of collaboration enthusiasm generosity and perseverance as the driving forces behind our success With advisory solutions spanning accounting and risk technologyenabled transformation and transactions we partner with our clients to solve todays challenges and deliver present and future value<p> <p><br ><p> <p>Our commitment to our people has earned us numerous awards including Inc5000s Fastest Growing Companies and Glassdoors Best Places to Work Explore what our employees have to say about our unique culture by clicking here<p> <p><br ><p> <p><b>Location<b> <b>San Francisco or Seattle<b><p> <p><br ><p> <p>By joining our rapidly growing Accounting Advisory practice you will serve as a trusted partner to our clients Youll bring your firsthand experience unique perspectives and functional knowledge to deliver tailored integrated solutions that help our clients solve todays challenges and set the foundation for future success As an Associate Director at CrossCountry Consulting you will be responsible for a mix of client delivery leading teams and developing junior team members and participating in business development activities<p> <p><b>What Youll Do<b> <p><ul><li>Provide guidance on all areas involving accountingfinance functions to include financial reporting operational accounting technical accounting andor corporate transactions<li> <li>Financial Reporting including the design of reporting processes restatement assistance and traditional 10K 10Q and 8K filings<li> <li>Operational Accounting addressing the need for continuous improvement and optimization of the finance and accounting functions<li> <li>Analyze complex accounting issues including debt equity transactions revenue recognition stockbased compensation consolidations acquisitions and divestures leases etc <li> <li>Prepare technical accounting memos and supporting conclusions as needed <li> <li>Mentor team members by coaching colleagues providing regular ongoing feedback and annual performance reviews and helping project teams resolve multifaceted issues<li> <li>Provide thoughtful leadership and influence executivelevel decisionmaking through a deep analytical insight into core business decisions <li> <li>Oversee client accounts projects and engagements including work plans staffing timelines and budgets throughout all lifecycle phases and maintain an integrated project plan<li> <li>Manage teams and people by tracking and directing performance against objectives developing timely resolutions to issues risks and project team conflicts<li> <li>Assist in generating new and addon business opportunities developing delivery methodologies and introducing new service offerings<li> <ul><p><b>What Youll Bring<b> <p><ul><li>10+ years of experience advising commercial companies in one or more of the following areas financial reporting operational accounting implementing new accounting policy and complex transactions<li> <li>Prior experience in professional services public accounting advisory firm or management consulting firm<li> <li>In depth knowledge of accounting standards US GAAP andor IFRS<li> <li>Consistent success in building and developing strong client relationships<li> <li>Proven track record as an influential change agent championing organizing and successfully and efficiently implementing new ideas and initiatives<li> <li>Demonstrated experience successfully mentoring and leading teams<li> <ul><p><b>Qualifications<b> <p><ul><li>Bachelors degree in in Accounting Finance or related field<li> <li>CPA or CA certification preferred <li> <li>Experience supporting transactions as a result of or in preparation for one or more of the following areas mergers and acquisitions divestitures spinoff carveout and IPO is preferred but not required<li> <ul><p> <p><p><i>For applicants located in Washington CrossCountry Consulting is required to include an estimate of the compensation range for this role The following range takes into account a wide range of factors including but not limited to skills experience education licenses certifications business needs and internal equity An estimate of the current range is $12000 $250400 + annual bonus + additional benefits<i><p> <p><br ><p> <p><span>LIi OC1<span><p> <p>LiHybrid<p> <p><br ><p> <p><i>CrossCountry Consulting is an equal opportunity employer and is committed to providing employment opportunities to all qualified applicants regardless of their race color religion age sex national origin disability status pregnancy genetics sexual orientation protected veteran status gender identity or expression or any other characteristic protected by federal state or local laws We encourage and welcome candidates from diverse backgrounds to apply and will consider all applicants based on their qualifications skills and experience We embrace and value our individual experiences capabilities talents and perspectives by fostering and promoting a culture of diversity equity and inclusion<i><p> <p><p>
Project Executive - DC/Metro - Various Projects
Company: Procon Consulting
Location: Washington DC
Posted Mar 12, 2024
<p>Procon Consulting a fastgrowing professional services firm in McLean VA with expertise in construction management CM project controls constructionrelated technology space planning and facilities management seeks a Construction Project Executive with a minimum of 15 years of experience leading construction project teams for a longterm opportunity in the Washington DC area The Project Executive is responsible for the overall direction completion and financial outcome of complex constructionmanagement projects as well as leading project teams while managing and growing great relationships with clients This position is a senior role and will provide project management oversight on various construction projects and pursuits The successful candidate will work closely with clients stakeholders and construction management project teams and will lead teams of internal and external resources<p> <p><br ><p> <p>This role is ideal for someone with extensive experience in the AEC industry as a team leader and has the ambition to become a future leader within Procon Consulting This role will focus on leading teams and multiple projects and pursuits The Project Executive will be responsible for financial success of projects growing client relationships and resource management across multiple projects The ideal candidate will possess the following skills and requirements<p> <p><b>Qualifications and Skills<b> <p><ul><li>Must have a bachelors degree in engineering architecture construction management or related field<li> <li>Must have a minimum of 15 years experience in the AEC or Construction ManagementOwners Representation field<li> <li>Must have the ability to communicate effectively via written and verbal communication including client focused soft skills and ability to navigate political and difficult situations<li> <li>Proven Leadership skills mentoring and managing staff<li> <li>Must have knowledge of Construction ManagementOwners Representative experience from project inception to closeout<li> <li>Paste experience in the role as lead construction project manager for both federal and private sector commercial construction projects is highly preferred<li> <li>Must have the ability to achieve and maintain financial control and profit goals for projects<li> <li>Must be proficient in all MS Office and Google applications for professional use<li> <li>Must understand construction management procedures<li> <li>Must be proficient in construction critical path method scheduling and able to effectively work with software such as Primavera Project P6<li> <li>Experience in the use of industry project management and controls software such as Microsoft Project Primavera P6 AutoCADD Revit Prolog Kahua etc is highly preferred<li> <li>Must be able to pass background investigation<li> <li>Must be organized timely and customer service oriented<li> <li>Must have extreme attention to detail<li> <li>Must have a strong business sense and ability to lead people<li> <li>Must be fluent in project management principles and how to implement project management principles<li> <li>Must be selfmotivated<li> <li>Flexibility to travel on occasion for project related meetings andor events Occasional travel for business is required<li> <li>Construction management industry certifications such as ASHE CMAA LEED AP CQM PMP etc are highly preferred<li> <li>Active member and participant in industry events and organizations Serving on industry boards is preferred<li> <li><br ><li> <ul><p><b>Responsibilities and Duties<b> <p><ul><li>Lead multiple project teams and projects operationally in each phase including preconstruction construction closeout and postconstruction services<li> <li>Lead teams and train internal staff resources<li> <li>Lead construction management and owners representative duties across multiple projects<li> <li>Adhere to budgetary guidelines quality and safety standards<li> <li>Understand contract requirements and manage project team resources accordingly<li> <li>Provide project planning budgeting and identify resources needed<li> <li>Manage teams resources and develop clear objectivesgoals for each employee<li> <li>Mentor and coach internal construction management staff <li> <li>Maintain team alignment and monitor team performance<li> <li>Serve as liaison for all client communication<li> <li>Cultivate excellent client relationships and manage client expectations<li> <li>Ensure team execution and customer satisfaction<li> <li>Strengthen existing client base and actively participate in business development to generate new clients and business for the firm<li> <li>Lead and generate proposals for new opportunities and pursuits<li> <li>Oversee project setup responsibilities including recruiting vetting and interviewing new personnel<li> <li>Lead strategy for and direct internal resources regarding proposal development for new pursuits and marketing projects<li> <li>Conduct recruiting and hiring and onboarding of new company resources Use industry contacts to find and develop new project team members and company resources<li> <ul><p> <p><p>Benefits<p> <p><br ><p> <p>Interested and qualified candidates please submit a cover letter and a resume<p> <p><br ><p> <p>Procon offers competitive salaries and a comprehensive benefits package including full medicaldental insurance and 401K plan Procon is an equal opportunity employer and considers qualified applicants for employment without regard to race gender age color religion disability veteran status sexual orientation or any other protected factor<p> <p><br ><p> <p>httpwwwproconconsultingcom<p> <p><p>
Executive Assistant
Company: OpExpert Consulting
Location: Remote
Posted Mar 12, 2024
<p><strong><br >Position Title Executive AssistantPersonal AssistantOffice Manager<strong><p> <p><strong>Type of Position<strong> FullTime Remote<br ><p> <p><strong>Location<strong> Worldwide Remote<p> <p><strong>About the Executive<strong><p> <p>Our executive is the visionary force behind two thriving enterprises Bime Beauty established in 2022 and OpExpert founded in 2016 In addition to her entrepreneurial triumphs she is preparing to launch a groundbreaking coaching program in 2024 devoted to empowering women Based on the East Coast with occasional travel to the West Coast she balances her role as a business leader with her commitment to raising a son<p> <p><strong>Role Overview<strong><p> <p>As the Executive AssistantPersonal AssistantOffice Manager you will serve as the primary organizer anticipating the needs of the executive and the business This role transcends traditional assistance acting as a trusted partner to the executive in both professional and personal realms Responsibilities encompass but are not limited to<p> <ul><li>Efficiently managing schedules appointments and travel logistics<li> <li>Coordinating personal errands and lifestylerelated tasks<li> <li>Establishing and overseeing marketing strategies Facebook groups and online educational initiatives<li> <li>Conducting recruitment research and outreach activities<li> <li>Proficiently utilizing ecommerce platforms including Shopify<li> <li>Managing projects using tools such as Asana or Trello<li> <li>Demonstrating proficiency in Microsoft Office Google Suite and communication via WhatsApp<li> <li>Engaging with various social media platforms including TikTok Canva Facebook and Instagram<li> <li>Familiarity with AI tools including Chat GPT<li> <li>Handling bookkeeping tasks using Xero<li> <li>Demonstrating expertise in budgeting and cost management<li> <ul><p><strong>Qualifications<strong><p> <ul><li>Bachelors degree preferred<li> <li>5+ years of relevant experience in a similar capacity<li> <li>Strong verbal and written communication skills in English<li> <li>Proven ability to develop marketing strategies manage Facebook groups and facilitate online classes<li> <li>Competence in coordinating travel arrangements and conducting recruitment research<li> <li>Techsavvy with proficiency in Microsoft Office Google Suite and ecommerce platforms<li> <li>Familiarity with various social media platforms TikTok Canva Facebook Instagram<li> <li>Knowledge of AI tools such as Chat GPT<li> <ul><p><strong>Desired Attributes<strong><p> <p>We are seeking an individual who embodies the following traits<p> <ol><li><strong>Organization<strong> Exceptional organizational abilities to manage multiple tasks efficiently<li> <li><strong>Adaptability<strong> Flexibility to thrive in a dynamic work environment<li> <li><strong>Proactivity<strong> Ability to anticipate needs and take initiative independently<li> <li><strong>Discretion<strong> Upholds confidentiality and exercises discretion at all times<li> <li><strong>Effective Communication<strong> Clear and concise communication skills<li> <li><strong>Resourcefulness<strong> Ability to find creative solutions and navigate challenges effectively<li> <li><strong>Attention to Detail<strong> Keen eye for detail to ensure accuracy and thoroughness<li> <li><strong>Tech Proficiency<strong> Comfortable adopting new technologies to enhance productivity<li> <li><strong>Calmness Under Pressure<strong> Maintains composure in fastpaced situations<li> <li><strong>Collaboration<strong> Works harmoniously with others as part of a team<li> <li><strong>Time Management<strong> Effectively prioritizes tasks and meets deadlines<li> <li><strong>Professionalism<strong> Demonstrates a high level of professionalism in all interactions<li> <ol><p>If you are a dedicated and experienced professional who resonates with the above qualifications and attributes we encourage you to apply for this rewarding opportunity to support a visionary executive across her diverse ventures<p>
Manager - Accounting Advisory
Company: Centri Business Consulting
Location: Washington DC
Posted Mar 11, 2024
<div id=header><b>Manager Accounting Advisory<b><span>at Centri Business Consulting <span>View all jobs<br ><p>Philadelphia United States<p> <div> <div id=content> <p>We are actively looking to hire a Manager to join one of the fastest growing CPA firms in the US At Centri we provide the highest quality advisory consulting services to our clients by being reliable and responsive to their needs Our areas of expertise include financial reporting internal controls valuation services technical accounting research and CFO and HR Advisory services Our approach is to select team members with the appropriate experience to ensure that their fit within our clients organization is seamless<p> <p><span datacontrast=none>The <span><span datacontrast=none>Manager will oversee the Financial Reporting and Technical Accounting engagement work plans and demonstrates excellent project management skills client service and positive coaching to the team members in developing technical and professional competency<span><span dataccpprops=> <span><p> <p><br ><p><p><strong>Core Responsibilities <strong><p> <ul><li dataleveltext= datafont=Calibri datalistid=32 dataariaposinset=1 dataarialevel=1><span datacontrast=none>Delegate the preparation of the financial statements and technical accounting position papers to engagement team as well as <span><span datacontrast=none>review the accounting memos and financial statements prepared by the team<span><span datacontrast=none> to evaluate potential solutions and provide guidance to the team on next steps<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Calibri datalistid=32 dataariaposinset=2 dataarialevel=1><span datacontrast=none>Independently r<span><span datacontrast=none>esearch <span><span datacontrast=none>and oversee the research<span><span datacontrast=none> by team members<span><span datacontrast=none> of <span><span datacontrast=none>complex accounting topics collaborate with <span><span datacontrast=none>e<span><span datacontrast=none>ngagement <span><span datacontrast=none>team <span><span datacontrast=none>m<span><span datacontrast=none>embers<span><span datacontrast=none> to evaluate potential solutions and provide guidance to the team on next steps <span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Calibri datalistid=32 dataariaposinset=3 dataarialevel=1><span datacontrast=none>Lead multiple engagements simultaneously while <span><span datacontrast=none>teaching and developing the team during<span><span datacontrast=none> client<span><span datacontrast=none> engagements<span><span datacontrast=none><span><li> <li dataleveltext= datafont=Calibri datalistid=32 dataariaposinset=3 dataarialevel=1>Understand<span datacontrast=none> resource needs and engagement economics<span><span datacontrast=none> to ensure completion of periodic invoices<span><span datacontrast=none> to manage engagement profit margin through client invoice <span><span datacontrast=none>process ensuring expectations are aligned between client and internal team<span><span dataccpprops=> <span><li> <ul><p><strong><span datacontrast=none>Education and Experience<span><strong><strong><span datacontrast=none><span><strong><span dataccpprops=> <span><p> <ul><li dataleveltext= datafont=Calibri datalistid=21 dataariaposinset=0 dataarialevel=1><span datacontrast=none>Bachelors degree in Accounting or equivalent required<span><span datacontrast=none><span><span datacontrast=none> <span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Calibri datalistid=21 dataariaposinset=0 dataarialevel=1><span datacontrast=none>CPA<span><span datacontrast=none> require<span><span datacontrast=none>d<span><li> <li dataleveltext= datafont=Calibri datalistid=21 dataariaposinset=0 dataarialevel=1><span datacontrast=none>5+<span><span datacontrast=none> years of relative accounting experience at least <span><span datacontrast=none>3 years<span><span datacontrast=none> in public accounting or professional services <span><span datacontrast=none>highly preferred<span><span datacontrast=none> <span><span dataccpprops=> <span><li> <ul><p><strong><span datacontrast=none>Physical Requirements<span><strong><strong><span datacontrast=none><span><strong><span dataccpprops=> <span><p> <ul><li dataleveltext= datafont=Wingdings datalistid=8 dataariaposinset=1 dataarialevel=1><span datacontrast=none>Prolonged periods sitting at a desk and working on a computer<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Wingdings datalistid=8 dataariaposinset=2 dataarialevel=1><span datacontrast=none>Must be able to lift <span><span datacontrast=none>items <span><span datacontrast=none>up to 30 pounds at times<span><span dataccpprops=> <span><li> <ul><p><br ><p><p>Salary Statement<p> <p>The salary ranges displayed isare specifically for those potential hires who will perform work in or reside in the locations listed below if selected for the role Any offered salary is determined based on internal salary ranges applicants skills and prior relevant experience certain degrees and certifications eg CPA for example<p> <div> <div> <p><strong><em>This position is an exempt position as it relates to the fair labor standards Act Centri 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<em><strong><p> <p><strong><em>This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training<em><strong><p> <p><strong><em>LIHybrid<em><strong><p> <div>
Wealth Management Associate
Company: Claire Myers Consulting
Location: Boston, MA
Posted Mar 11, 2024
<p><strong>Compensation $85000100000 base salary plus bonus<strong><p> <p>Our client a wellestablished Wealth Management firm is seeking a motivated driven individual to serve as a Wealth Management Associate for existing clients To be successful in this role you must possess excellent interpersonal communication skills professional presence customer service mentality and strong organizational skills In return you will find this position offers flexibility a team atmosphere and opportunities for knowledgebased growth<br >They are adding a Wealth Management Associate to support the firm<br ><strong>Responsibilities<strong><br ><p> <ul><li>Serve as the secondary chair in client meetings for administrative and service follow up<li> <li>Establish strong relationships with new and existing clients<li> <li>Highly involved in client interactions engage with clients solve client service issues handle rollover calls and establish rapport to ensure clients are comfortable reaching out <li> <li>Help client with understanding productplan as needed<li> <li>Collaborate with the advisor on client service needs<li> <li>Maintain accurate and detailed records of client interactions financial plans and investment decisions <li> <li>Address client concerns and resolve issues promptly demonstrating problemsolving skills and a commitment to client satisfaction<li> <li>Ensure compliance with financial regulations industry standards and company policies to protect both clients and the firm<li> <ul><p><br ><strong>Qualifications<strong><br ><p> <ul><li>35 years of experience in financial services<li> <li>Good understanding of financial products and planning<li> <li>3+ years of client service<li> <li>Ability to work well independently and collaboratively<li> <li>Excellent communication skills<li> <li>Strong time management skills<li> <li>Series 7 Series 6663 and State Life amp Health are preferred<li> <ul><p><br ><strong>Compensation<strong><br ><p> <ul><li>$85000 100000 base salary plus bonus and full benefits<li> <ul><p><br ><p>