Accounting
Manage a business or person’s financial records and make sure that those records are accurate and that their taxes are being filed on time.
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Shari Coles Hello my fellow IAW community! I'm Shari Coles, and I currently serve as the Atlanta Chapter's Creative director. My business as a professional financial coach, and broker, is to bridge the generational wealth gap in our community. Educate individuals and families on how money REALLY works, to put them in a position of financial independence. As a huge demand in this market increases, so does my teams to reach as many people as we can. I'm expanding my business nationwide, with immediate needs in the Atlanta, Ga area. I am looking for people that would like to get licensed in the area of money, all paid for by my company! Learn how to build a business that will create unlimited residual income for years to come, all while doing the same for our clients! Contact me via cell phone 770-353-9550, or email me at lusari@lusarillc.com
  • Jul 17, 2019 1 Comments
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    Louisa Jamgochian Hello, I would like to introduce myself to the group! My name is Louisa Jamgochian and I run a financial planning practice in midtown Manhattan in association with Northwestern Mutual. I work on a team of financial planners and when we sit down with clients we share concepts of savings, investments, life, disability and long term care insurances. We also focus on retirement income while reducing financial risk. In addition to this we do hold seminars for businesses by meeting with large groups of employees regarding their benefits and assisting with their 401k allocations. I would love to meet and share more about what I have been doing to see if I could be a resource and can be reached at louisa.jamgochian@nm.com, or 301-642-7203. Feel free to message me as well with any questions, I am also available via conference call for anyone outside of the NYC area. Thank you and happy holidays!
  • Dec 19, 2018
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    Jeannine Mallett Happy Friday everyone! My name is Jeannine Mallett and I'm a CPA in Canada. If any of you are looking to convert your accounting to a more efficient platform, utilizing Artificial Intelligence and automation, I'd love to help you out! We work with business to convert the data, train the staff, and then are available on an on-call basis. My # is 780.982.8505 or email me at jlmallett@me.com. Thanks and have a great weekend :)
  • Dec 14, 2018
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    Jennifer Ullrich-Riggins Good Evening Ladies. My name is Jennifer Ullrich-Riggins.I have been in the business of Commercial Debt Collections for almost a decade and a half. My company, Convergent Commericial has been in business for over 50 years. As the end of the year approaches and you know of anyone that needs a collection service please contact me. We can help you "Make Cash Flow" before the end of the year while you work to clean up your books. Jennifer Ullrich-Riggins National Sales Executive Convergent Commercial, Inc. (CCI) 925 Westchester Avenue | White Plains, NY 10604 Direct:772-925-0470 | Cell: 772-501-3259 jullrich-riggins@convergentusa.com Commercial collections since 1961 https://www.linkedin.com/in/jennifer-ullrich-riggins-75b2209/ The Best Compliment is a Referral!!
    Convergent Commercial
    http://www.ConvergentUSA.com/commercial
  • Oct 02, 2018
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    Cynthia Hart Good morning ladies. I am a CPA in Houston Texas with over 35 years of experience in federal, state and international taxation. Our LLC was just formed this month to handle the taxation needs of small corporations, S Corps and individuals. The company is well versed in tax compliance, tax provision and tax planning. I would love to start growing the company and show potential clients how we can assist in the upcoming tax season. Please reach out at very2french@aol.com to set up a free consultation. Thank you.
  • Oct 02, 2018 1 Comments
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    Rosa Anna Chiappetta Hello Everyone! My name is Rosa Anna Chiappetta and I specialize in Commercial Lending and Small Business needs. I am new to the organization and trying to connect with Accountants in the Tri-State are: Philly, DE and NJ. I am building my network and welcome any one that can help me grow to reach out. Thanks Ladies!
  • Sep 26, 2018

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    Bureau of Labor Statistics said the employment of accountants and auditors is projected to grow 13% from 2012 to 2022

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    Accounting Jobs

    Senior Financial Consultant
    Job ID 2019-1406# of Openings 1Category CNFSType Full-TimeOverviewWe are looking for a Senior Financial Consultant to fill an opening immediately in Doylestown, PA. The Senior Financial Consultant will be responsible for the development of new business of regional Trust, Brokerage and Insurance activities and promotes financial services. The Senior Financial Consultant will assume responsibility for ensuring the optimum efficiency and effectiveness of account and investment administration when applicable.QualificationsEducation: Bachelor's degree (B. A.) from four-year college or university or equivalent in a related field.Experience: 4-6 years of previous related experience and/or training orequivalent combination of education and experience.Certifications required within 6 months of employment: Series 63, 65 (or equivalent), and Series 7Certifications required within 1 year of employment: PA Life and Health insurance licenseResponsibilities1. Identifies and develops financial services prospects and contacts.2. Promotes financial services and products.3. Develops relationship with branch offices.4. Provides investment management and basic retirement services.5. Manages and nurtures client relationships.6. Reviews administrative and investment matters.7. Keeps informed of financial services and related developments and complies with policies, procedures and laws.8. Training and Education.9. Customer Service - exemplifies Citizens & Northern's Customer Service Standards.PM18
    Senior Financial Consultant
    Job ID 2019-1406# of Openings 1Category CNFSType Full-TimeOverviewWe are looking for a Senior Financial Consultant to fill an opening immediately in Doylestown, PA. The Senior Financial Consultant will be responsible for the development of new business of regional Trust, Brokerage and Insurance activities and promotes financial services. The Senior Financial Consultant will assume responsibility for ensuring the optimum efficiency and effectiveness of account and investment administration when applicable.QualificationsEducation: Bachelor's degree (B. A.) from four-year college or university or equivalent in a related field.Experience: 4-6 years of previous related experience and/or training orequivalent combination of education and experience.Certifications required within 6 months of employment: Series 63, 65 (or equivalent), and Series 7Certifications required within 1 year of employment: PA Life and Health insurance licenseResponsibilities1. Identifies and develops financial services prospects and contacts.2. Promotes financial services and products.3. Develops relationship with branch offices.4. Provides investment management and basic retirement services.5. Manages and nurtures client relationships.6. Reviews administrative and investment matters.7. Keeps informed of financial services and related developments and complies with policies, procedures and laws.8. Training and Education.9. Customer Service - exemplifies Citizens & Northern's Customer Service Standards.PM18
    Business/Finance Manager
    Business/Finance ManagerHouston-NASPosition Type: Full Time - PermanentBusiness Manager Summary The Business Manager is responsible for performing the closing and financing function of the sales process by loans to businesses and individuals. The Business Manager is also responsible for coordinating the delivery schedule between the customer and the service department. Position Relationships: Reports To: Vice President of Financial Services. Store Manager, Regional President Key Internal Relationships: Sales Manager, Service Department, Sales Consultants, Accounting Department, Delivery Captain, Manager of Domestic Products, Direct Reports: F&I Assistant Responsibilities of Business Manager Includes * Assist the sales professionals by providing the necessary information to complete a purchase. * Meet with customers to discuss loans, rates, payments, benefits of financing, etc. Compute loan charges. * Sell all ancillary products, including warranties, Credit life & disability & hull insurance coverage, etc. Utilizing the menu selling system * Process credit application and secure financing * Coordinate delivery date with customer and service department * Ensure trade-in evaluation process, when applicable, is completed thoroughly by Products and Service * Assist Accounting in all aspects of closing and posting sales * Ensure work order is completed and forwarded to service department * Prepare loan package for immediate funding * Maintain bank relations * Run lost sale reports to capture refinance and unsold warranty opportunities * Project a professional and service-oriented image to all customers and peers * Actively participate in boat shows and other off-site promotions such as Getaways! PM17 Key Result Areas for Business Manager : * Internal/external customer satisfaction * Timely and professional delivery of boat to customers * Maintaining a positive image of MarineMax * Title work completed in a timely manner * Closings conducted in a timely, professional manner * Financing customers @ or above 60% * Warranty sales @ or above 60% * Hull Ins @ or above 60% * Credit Life @ or above 18% of eligible customers * Maintain performance targets at a minimum of: * 4.50% Sport Boats. * 3.50% Sport Cruisers. * 1.75% Sport Yachts and Yachts. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
    Business/Finance Manager
    Business/Finance ManagerHouston-NASPosition Type: Full Time - PermanentBusiness Manager Summary The Business Manager is responsible for performing the closing and financing function of the sales process by loans to businesses and individuals. The Business Manager is also responsible for coordinating the delivery schedule between the customer and the service department. Position Relationships: Reports To: Vice President of Financial Services. Store Manager, Regional President Key Internal Relationships: Sales Manager, Service Department, Sales Consultants, Accounting Department, Delivery Captain, Manager of Domestic Products, Direct Reports: F&I Assistant Responsibilities of Business Manager Includes * Assist the sales professionals by providing the necessary information to complete a purchase. * Meet with customers to discuss loans, rates, payments, benefits of financing, etc. Compute loan charges. * Sell all ancillary products, including warranties, Credit life & disability & hull insurance coverage, etc. Utilizing the menu selling system * Process credit application and secure financing * Coordinate delivery date with customer and service department * Ensure trade-in evaluation process, when applicable, is completed thoroughly by Products and Service * Assist Accounting in all aspects of closing and posting sales * Ensure work order is completed and forwarded to service department * Prepare loan package for immediate funding * Maintain bank relations * Run lost sale reports to capture refinance and unsold warranty opportunities * Project a professional and service-oriented image to all customers and peers * Actively participate in boat shows and other off-site promotions such as Getaways! PM17 Key Result Areas for Business Manager : * Internal/external customer satisfaction * Timely and professional delivery of boat to customers * Maintaining a positive image of MarineMax * Title work completed in a timely manner * Closings conducted in a timely, professional manner * Financing customers @ or above 60% * Warranty sales @ or above 60% * Hull Ins @ or above 60% * Credit Life @ or above 18% of eligible customers * Maintain performance targets at a minimum of: * 4.50% Sport Boats. * 3.50% Sport Cruisers. * 1.75% Sport Yachts and Yachts. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
    Business/Finance Manager
    Business/Finance ManagerAustin-SSAPosition Type: Full Time - PermanentBusiness Manager Summary The Business Manager is responsible for performing the closing and financing function of the sales process by loans to businesses and individuals. The Business Manager is also responsible for coordinating the delivery schedule between the customer and the service department. Position Relationships: Reports To: Vice President of Financial Services. Store Manager, Regional President Key Internal Relationships: Sales Manager, Service Department, Sales Consultants, Accounting Department, Delivery Captain, Manager of Domestic Products, Direct Reports: F&I Assistant Responsibilities of Business Manager Includes * Assist the sales professionals by providing the necessary information to complete a purchase. * Meet with customers to discuss loans, rates, payments, benefits of financing, etc. Compute loan charges. * Sell all ancillary products, including warranties, Credit life & disability & hull insurance coverage, etc. Utilizing the menu selling system * Process credit application and secure financing * Coordinate delivery date with customer and service department * Ensure trade-in evaluation process, when applicable, is completed thoroughly by Products and Service * Assist Accounting in all aspects of closing and posting sales * Ensure work order is completed and forwarded to service department * Prepare loan package for immediate funding * Maintain bank relations * Run lost sale reports to capture refinance and unsold warranty opportunities * Project a professional and service-oriented image to all customers and peers * Actively participate in boat shows and other off-site promotions such as Getaways! PM17 Key Result Areas for Business Manager : * Internal/external customer satisfaction * Timely and professional delivery of boat to customers * Maintaining a positive image of MarineMax * Title work completed in a timely manner * Closings conducted in a timely, professional manner * Financing customers @ or above 60% * Warranty sales @ or above 60% * Hull Ins @ or above 60% * Credit Life @ or above 18% of eligible customers * Maintain performance targets at a minimum of: * 4.50% Sport Boats. * 3.50% Sport Cruisers. * 1.75% Sport Yachts and Yachts. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
    Business/Finance Manager
    Business/Finance ManagerAustin-SSAPosition Type: Full Time - PermanentBusiness Manager Summary The Business Manager is responsible for performing the closing and financing function of the sales process by loans to businesses and individuals. The Business Manager is also responsible for coordinating the delivery schedule between the customer and the service department. Position Relationships: Reports To: Vice President of Financial Services. Store Manager, Regional President Key Internal Relationships: Sales Manager, Service Department, Sales Consultants, Accounting Department, Delivery Captain, Manager of Domestic Products, Direct Reports: F&I Assistant Responsibilities of Business Manager Includes * Assist the sales professionals by providing the necessary information to complete a purchase. * Meet with customers to discuss loans, rates, payments, benefits of financing, etc. Compute loan charges. * Sell all ancillary products, including warranties, Credit life & disability & hull insurance coverage, etc. Utilizing the menu selling system * Process credit application and secure financing * Coordinate delivery date with customer and service department * Ensure trade-in evaluation process, when applicable, is completed thoroughly by Products and Service * Assist Accounting in all aspects of closing and posting sales * Ensure work order is completed and forwarded to service department * Prepare loan package for immediate funding * Maintain bank relations * Run lost sale reports to capture refinance and unsold warranty opportunities * Project a professional and service-oriented image to all customers and peers * Actively participate in boat shows and other off-site promotions such as Getaways! PM17 Key Result Areas for Business Manager : * Internal/external customer satisfaction * Timely and professional delivery of boat to customers * Maintaining a positive image of MarineMax * Title work completed in a timely manner * Closings conducted in a timely, professional manner * Financing customers @ or above 60% * Warranty sales @ or above 60% * Hull Ins @ or above 60% * Credit Life @ or above 18% of eligible customers * Maintain performance targets at a minimum of: * 4.50% Sport Boats. * 3.50% Sport Cruisers. * 1.75% Sport Yachts and Yachts. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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