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Online Resumes with "fiduciary"
Chief Financial Officer - 20 Years of Experience - Near 44708
Areas of Expertise Supply Chain Management (Purchasing, Transportation Logistics, Warehouse Management), Accounting, Finance (IPO, Government Loans, Tax Abatement, Covenant Negotiation and Compliance, Contract Negotiations, Treasury, Inventory Control, Cost Reduction, Financial Analysis, ERISA Plan Management, Strategic Planning, Credit, Insurance (Casualty, Property and Fiduciary)
Tags for this Online Resume: finance, Management, Insurance, Risk Management, Accounting, Banking Industry, Bankruptcy, Cash Flow, CFO, Compliance
Controller - 10 Years of Experience - Near 10003
To benefit an organization/foundation that can use an experienced Finance professional who offers a background in accounting, financial analysis, management, and forecasting along with proven ability to adapt to change while implementing new systems to enhance growth and profitability. Controller Aug- 2015 - present National Federation of Community Development Credit Unions * Manage 3, member staff in day-to-day Fiscal, and...
Tags for this Online Resume: Accounting, Accounting Software, Bilingual, Financial Industry, Lotus, Lotus Notes, Microsoft, Microsoft Access, Microsoft Excel, Microsoft Office, accounting, gaap, finance, excel, accountant, controller
Inside Sales Representative
SUMMARY OF QUALIFICATIONS * 28 years Professional Oilfield Experience. o Computer modeling (i.e. wellbore simulation) and formulating procedures utilizing various software suites for all coiled tubing applications and environments including Deepwater Gulf of Mexico. o Applications include: * Vertical and Horizontal Hydraulic Fracturing, Coiled Tubing Drilling, Milling, Fishing, Nitrified and Foamed Cleanouts, Nitrified Acid...
Ideal Companies: Oilfield Service Company
Tags for this Online Resume: Pricing, Quality, Quality Assurance, Quality Control, Sales, Sales Engineer, Technical Sales, Tooling, CNC, Compliance
Accountant
SUMMARY OF QUALIFICATIONS ROCS Consulting Managing Director, 2000 - Present Proprietor of an Independent Consulting practice. The firm specializes in Regulatory, Compliance and Operational consulting for the securities and banking industry. ROCS Consulting provides assistance to Broker Dealers, Registered Investment Advisors, Banks, Trust Companies, Insurance Companies, Investment Companies, Bank Securities Dealers and Tran...
Tags for this Online Resume: Accounting, Back Office, Banking Industry, Capital markets, Complaints, Consulting, Derivatives, Equity, Financial, Financial Reporting
Chief Financial Officer - 20 Years of Experience - Near 10536
Profile: Seasoned Financial Services SVP executive with CFO, Compliance (CCO) and Personnel-HR/Administration Managerial roles. Active SEC Broker-Dealer Registrations (Wynston Hill Capital, LLC - part-time), and Registered Investment Adviser history Director/CFO/Controller Executive Highlights - 40+ years, including 15 years with one Financial Services organization, responsible IN three core disciplines: Financial Accountin...
Tags for this Online Resume: CFO, Financial, Financial Services, Services, Accounting, Balance, Balance Sheet, Business Plan, Cost Accounting, Financial Reporting
Accountant - 15 Years of Experience - Near 77096
Professional Summary * Tax Skills: Preparation of Federal and State Corporate, Partnership, Individual. Fiduciary, Estate Tax, Charitable Organizations, Other Tax Related Forms and Tax Research. * Bookkeeping and Accounting Skills: A/P, A/R, General ledger, Journal Entries, Bank Reconciliation through Financial Statements. and Clients include companies in various industries including energy, construction, etc and also profe...
Tags for this Online Resume: Accruals, Federal Tax, Financial, Financial Services, Management, Services, State Tax, Wealth Management, Quick Books, Quickbooks
Manager - 20 Years of Experience - Near 92694
SUMMARY * Commissioned for the acquisition of new business written within assigned territories, representing the large and small group, fully insured, medical and ancillary products. * Fully responsible for managing the renewal process of accounts including plan design modifications to off-set cost resulting from adverse utilization experience. * Establish, cultivate and maintain positive business relationships within the i...
Tags for this Online Resume: Sales, Underwriting, Management, Medicare, Recruiting, Sales Executive, Benefits, Cancer, Insurance, Life Insurance
General
Accomplished Bank fiduciary and Treasury Officer Leader with extensive experience and reputation in Trust CAREER HIGHLIGHTS * Held responsibility for supervision, with a staff of up to six (6) banking professionals, of total assets under management of $280M as well as administration, compliance, and operations of over 9,000 Individual Retirement Accounts (IRAs) with deposits totaling $87M. * Led institution's first Private ...
Tags for this Online Resume: Documentation, Financial, Financial Reporting, Integrate, Internal Controls, Retail, System Administration, Management, Accounting, Benefits
Customer Service Supervisor - 29 Years of Experience - Near 37212
Summary of Professional Skills * Extensive experience in Operations/Financial Management Services and Office Management * 20 plus years team management and supervisor experience * Produce, update and publish internal procedures ensuring regulatory, compliance and risk controls are in place and followed. * Expertise in coaching and motivating individuals to perform at top efficiency with an emphasis on teamwork and superior ...
Ideal Companies: SUNTRUST, REGIONS, BANK OF AMERICA, UBS, BANKS, OFFICE
Tags for this Online Resume: Compliance, Customer Service, Outsourcing, Accounting, Banking Industry, Brokerage Systems, Coaching, Communication Skills, Customer Accounts, customer service, customer service representative, operations
Financial Manager, Branch or Department - 10 Years of Experience
Ideal Companies: 1961, Intel, Google, Adidas
Tags for this Online Resume: Account Reconciliation, Documentation, Financial, Financial Reporting, Management, P&L, Payroll, Project Management, Risk Management, Security
Strategic sales and creative operations champion
Recognized for innovative, conceptual thinking to develop and implement solutions to sales and operational issues; effect continuous change and improvement and consistently meet profitabillity goals, cost reduction targets while exceeding customer expectations. My objective is to bring these talents to a team environment which celebrates creativity and has fun growing the business.
Ideal Companies: Nike, Adidas, Umpqua,
Tags for this Online Resume: Trust, Financial Services, Insurance, Operations
Licensed Clinical Social Worker with 28 years experience in Social Services/Mental Health and Substance Abuse treatment.
To utilize my extensive background in Social Services in an upbeat, positive environment. Become a valued member of a team who work well together and also work independently. To be able to provide services to those in need. I am looking to be challenged, respected and be an asset wherever I work. To expand my abilities and potential in management should the opportunity arise.
Ideal Companies: Federal Government, Behavioral Assessment Unit.
Tags for this Online Resume: Masters Degree, LCSW, Subtance Abuse Professional, Veterans Administration, Private Practice, Independent, care, Assessments, Benefits, Fraud, Trauma, Adoption, Grief/Loss, Investigation, cognative behavioral therapy
