Browse Career Research in Accounting & Finance
Accounting & Finance Career Research
Bank One, NA
Implemented new business development initiatives along with retention of current non-borrowing customers. Galvanized administrative staff to successfully execute sales of treasury management products. Devised financial plans and portfolios for individuals and businesses, including high net worth clients.
Avg. Salary: $50,000 · Company Rank: Not Available
Bank One of Mansfield
Supervised daily operations of the Proof of Deposit, Deposit Services, Account Maintenance, Cash Management Services, Research, and Purchasing Departments. Managed 4 direct reports and more than 55 employees. Drafted and enforced guidelines for compliance with Truth in Savings, Expedited Funds Availability Act, Electronic Funds Transfer policies, and suspended banking practices
Avg. Salary: $50,000 · Company Rank: Not Available
Bank One of Mansfield
Managed the sales function of opening new deposit, installment loans and credit card accounts. Defined and developed the Sales Manager position. Managed, coach and trained banking center employees. Prepared annual budget for banking centers.
Avg. Salary: $50,000 · Company Rank: Not Available
Keiser University
Manage daily financial and organizational operations. Directed financial analysis, internal and regulatory reporting, cash management, budgeting, and processing activities that led to profitability and productivity. Directed 50 person staff in finance aid, budgets and customer service. Liaison between academics, admissions, bursar’s and registrar office. Reported directly to the President.
Avg. Salary: $65,000 · Company Rank: Not Available
MORGAN KEEGAN
Liaised with the C-level professionals, providing client account management, rate reviews and statistical and net revenue analysis. Developed a financial and statistical reporting system for portfolio analysis Involved in clients’ account management. Increased client satisfaction rating which provided for business growth
Avg. Salary: $65,000 · Company Rank: Not Available
Automatic Slims
Created marketing models to show pro forma effects of marketing Conducted market and industry research Analyzed market trends and variances Established relationships with industry related companies
Avg. Salary: $65,000 · Company Rank: Not Available
The Tondreault Group
Sell various life insurance products focusing on Mortgage Protection, Final Expense, Retirement Account Protection and Tax Free Retirement planning. Recruit, train and build an Agency to increase residual income.
Avg. Salary: $48,000 · Company Rank: 3.0 out of 5
TD Ameritrade
Contact High Asset Clients & prospects to demonstrate the value of asset allocation using the TD Ameritrade platform with the goal of accumulating new assets that were invested elsewhere. Quota of $7 million of new assets per quarter
Avg. Salary: $48,000 · Company Rank: 3.0 out of 5
Advanced Investments
Research & purchase stocks and options to generate positive gains Manage accounting for trade results using Gains Keeper and QuickBooks Pro Prepared and filed business income taxes
Avg. Salary: $48,000 · Company Rank: 4.0 out of 5
Investors Bank & Trust Company
Learned several mutual fund accounting desks, in the group, representing individual mutual funds and fund of funds, which calculated the NAV price daily. Had oversight of several fund accounting desks. Reviewed staff calculations, authorized trades transactions, researched pricing discrepancies to ensure efficient, timely and accurate transmission of NAV pricing to clients, internal and external sources.
Avg. Salary: $48,000 · Company Rank: 3.0 out of 5
