Browse Career Research in Accounting & Finance
Accounting & Finance Career Research
Wipfli
Processed and assembled both corporate and individual tax returns in accordance with the guidelines and instructions of the Partners and Managers Worked cooperatively with all levels of the tax department to ensure compliance with Federal and State requirements while meeting client expectations around both accuracy and timeliness. Managed excessive workload to ensure timely completion of tax returns packages accor...
Avg. Salary: $45,000 · Company Rank: Not Available
Wells Fargo
Responsible for soliciting, developing, and maintaining profitable account relationships with business customers within a portfolio of 75-100 clients. Oversee the overall success and growth for assigned sales territories by acting as the Relationship Manager to existing and new customers. Determine client’s commercial loan and deposit needs while deepening existing customer relationships through cross-sell opportu...
Avg. Salary: $45,000 · Company Rank: Not Available
Wells Fargo
Accurately complied with Federal Regulations while selling and processing real estate loans among other credit products. Helped service local business finance accounts through relationships with company contacts and business owners. Maintained and serviced retail consumer credit accounts via face to face and telephone contact with customers.
Avg. Salary: $45,000 · Company Rank: Not Available
Jackson Hewitt
Gathered and organized necessary tax documents from clients to accurately complete their annual federal and state tax returns. Submitted annual returns electronically and distributed rebate checks to clients for their anticipated refund. Maintained client book of business for record keeping purposes.
Avg. Salary: $45,000 · Company Rank: Not Available
Woodlands Bank
Open a new LPO to cover the Charlotte Market. I found the location hiresd the staff and was generating loans for the bank.
Avg. Salary: $145,000 · Company Rank: Not Available
First Charter/Fifth Third
I mamaged two commercial loan offices (one in Union County and one in Mecklenburg County) with a staff of 4 loan officers and 2 assistants. Our loan portfolio was over $140MM with low past dues and favorable spreads and fees.
Avg. Salary: $145,000 · Company Rank: Not Available
RBC/Centura
Establish a new city office for Cemtura in Monroe with location and staff and grown the portfolio of loans and deposits.
Avg. Salary: $145,000 · Company Rank: Not Available
NCNB/Bank of America
I ran the Monroe City Office for NCNB with 5 branchs and over 40 employees, with emphysis on commercial lending as well as consumer.
Avg. Salary: $145,000 · Company Rank: Not Available
Harmony Healthcare
• Conduct budget analysis and forecasting- One month, quarterly, and yearly. • Financial Analysis – P&L and Balance Sheet Analysis of three different clinics and creating action plans to cut costs and increase profitability • Productivity Analysis- doctor and therapy analysis generated from database querying
Avg. Salary: $55,000 · Company Rank: Not Available
Nevada Small Business Development Center
• Performed a diverse range of responsibilities to include, but not limited to: advising various clients on strategies for both start-up and existing businesses; developing comprehensive 5-year financial analysis and planning; market research and product mix recommendations; business plan development; all of which result in a highly efficient and operationally sound organization.
Avg. Salary: $55,000 · Company Rank: Not Available
