Browse Career Research in Accounting & Finance
Accounting & Finance Career Research
Safeway
Place customer groceries in bags and offer to take them to the customer's vehicle.
Avg. Salary: $52,000 · Company Rank: Not Available
Monroe Capital Partners, LLC 1
Year end bank and loan account reconciliations, record deposits and disbursements, compile accounting information for tax return preparation
Avg. Salary: $52,000 · Company Rank: Not Available
Agilon - Accounting Principals
Provide financial advice and assistance to corporations. This advice/assistance involves the strategies for creating ecnomic forecasts, month end close, reporting packages, and financial analysis.
Avg. Salary: $95,000 · Company Rank: Not Available
Ameriprise Financial Services, Inc.
Service client relationships, develop new business, design investment strategy and asset allocation along with providing analytical support for families and local business owners in Santa Barbara and Ventura Counties. Provide comprehensive financial planning, tax and retirement planning, and ongoing review of assets and liabilities, insurance needs, and management and monitoring of investment portfolios.
Avg. Salary: $25,000 · Company Rank: Not Available
Wound Center Management Associates
Formed the company to expand a doctor’s medical practice for wound care and hyperbaric therapy in Southern California, created the business plan and pro forma financials for the company, and managed all aspects of the company’s administration and legal work, including the private placement financing.
Avg. Salary: $25,000 · Company Rank: Not Available
Colonial Life and Accident Insurance Company
Developed an agency for Colonial Life & Accident in the Santa Barbara region. Created a network of contacts to develop a business plan for the Tri-County area for corporations and the public sector. Adapted Colonial presentation materials to fit the Santa Barbara marketplace and initiated a program of regular contact with the employee benefit sections of insurance brokers in the region. Began a marketing program of direct c...
Avg. Salary: $25,000 · Company Rank: Not Available
Pacificor, LLC
Created the company’s plan for new business development and client relations, expanded marketing to include institutional business, and serviced all of the clientele for this specialized, high yield fixed income manager. Wrote sales literature and the firm’s brochure, and added performance comparisons to benchmarks to maximize the sales effort. Organized existing and prospective client information into a useful database, in...
Avg. Salary: $25,000 · Company Rank: Not Available
Envestnet, Inc.
Ran one of four departments to provide high-level investment consulting services to financial intermediaries and their clients. Selected asset classes used in a long-term investment policy. Designed the methodology for the manager search and monitoring process, creating the criteria by which investment managers are selected. Produced the due diligence guidelines for and directed the selection of the outside investment manag...
Avg. Salary: $25,000 · Company Rank: Not Available
The Capitol Life Insurance Company
Completed a private rehabilitation of $1.3 billion life insurance company, taking it to a positive equity position from a negative position of $250 million without tapping into state guaranty funds through personnel and cost reductions, restructure of the portfolios, and reinsurance. Managed the investment portfolios to changing regulatory/actuarial standards and improved the company’s fiscal strength while keeping surplus ...
Avg. Salary: $25,000 · Company Rank: Not Available
Trust Company of the West
Organized an operating unit of the company, TCW Insurance Advisors, to market investment services to the insurance industry, focusing on alternative investments, partnerships, and high yield bonds. Handled all aspects of the client relationship with 30 clients totaling $250 million; added 12 accounts and increased assets by $500 million; and, had the highest client service ranking by an outside consultant.
Avg. Salary: $25,000 · Company Rank: Not Available
