div>Core Functions of the Role: Own 100-150 SMB accounts, including their renewal processes, account planning, Salesforce opportunity updates and notes, and meetings with clients to discuss renewals, auto-renewals, and client concerns .
This Associate Account Director, SMB role is responsible for seamless renewals on any Small and Medium Business (SMB) accounts by fielding client responses effectively, tracking and updating SMB account notes/documentation in Salesforce, and partnering with Sales Operations in scale renewal projects.
Washington, DC30+ days ago
ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Allister Primo - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
Additional offerings include accident, critical illness, long-term care, and hospital indemnity coverages, legal and identity theft protection, pet insurance, supplemental life insurances, referral bonuses, charitable donation matching, and allowances for eligible roles. Research accounts/prospects to gain an understanding of the business/organization function, their target customers/markets, how they transact business, key decision makers, existing VAR relationships, key financial metrics, and the information technology budget.
An employees pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs. Day-to-day work may include: Crafting strategic media materials and coordinating proactive outreach for integrated communications programs spanning consumer products, retail experiences and brand initiatives.
p>An employees pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs. In this role, you will primarily support one of the largest consumer credit and retail banking organizations in the U.S.
Day-to-day work may include:
Washington, DC30+ days ago
Within CorpOS lies a suite of digital software solutions aimed at solving the problems for our growth, finance, people teams that interplays heavily with our ArsenalOS solutions that enable Anduril's engineering, production and sustainment departments. Sub-ledger Reconciliation: Direct the technical resolution of variances between the Receipt Accounting sub-ledger and the General Ledger, ensuring "Received But Not Invoiced" (RBNI) reports are accurate and automated.
Washington, District of Columbia15 days ago
p>At Crescent Hotels & Resorts we strive to create a great place to work where associates at all levels of our organization are respected for their differences, just like the guests and owners we serve. The Accounting Clerk supports the day-to-day execution of general ledger impacted processes, including support to clients as they work with and understand these processes.
As part of our team, you’ll receive qualified leads, comprehensive training, and ongoing mentorship, all while enjoying the flexibility to design your own schedule and determine your own success. Kenneth Brown Agency is a nationally recognized financial services firm featured in Forbes and Entrepreneur Magazine and consistently ranked on the Inc.
Washington DC, New York30+ days ago
p style="text-align:inherit"/>An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs.
Clear understanding of the clients’ businesses and their missions, as well as their key stakeholders: consumers, employees, investors, regulators, media, vendors, partners, other businesses/organizations, etc. .
Washington, DC30+ days ago
Oversees the production of periodic financial reports; ensures that the reported results comply with K-IFRS for headquarters’ consolidated closing and IFRS for the US entity’s statutory audit. - Audits accounts to ensure compliance with state and federal regulations; coordinates with outside auditors and provides needed information for the annual external audit.
div>Task Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters.
New and Renewal Business Support: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
p>While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: • Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties. • Communication: Maintain clear and professional communication with all stakeholders, ensuring updates are provided in a timely manner and contain accurate information about accounts, billing, and financial inquiries, including proactive updates and being available to answer questions promptly.
ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Jon Laskin - State Farm Agent, you are vital to our daily business operations and customers’ success. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Tom Troyano - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
Washington, DC30+ days ago
ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Paul Dougherty - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
Washington, DC15 days ago
At Crescent Hotels & Resorts we strive to create a great place to work where associates at all levels of our organization are respected for their differences, just like the guests and owners we serve. The Accounting Clerk supports the day-to-day execution of general ledger impacted processes, including support to clients as they work with and understand these processes.
Washington DC, District of Columbia30+ days ago
div>Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates. This individual will report to the Senior Manager of Project Accounting and is responsible for reporting revenue and profit, forecasting, cash flow and risk, as well as the overall health of the project accounting teams.
Accounting Journal Entries, Budgeting, Business Judgment (Inactive), Communication, Computer Literacy, Deadline Management, Detail-Oriented, Developing Creative Solutions, Financial Review, Fund Accounting, High Accuracy, Higher Education Administration, Highly Resourceful, High Reliability, Invoices, Microsoft Excel, Microsoft Office, Organizing, Reconciliations (Inactive), Self Motivation, Software Technologies, Time Management, Travel Expense Reports, Workday Software, Working IndependentlyGrade.
All qualified individuals must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.
Washington, DC30+ days ago
Performs advanced accounting support tasks including reconciliations, financial reporting support, and account analysis. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
p>The Fund Accounting Reporting & Analysis team is looking to hire an Associate Vice President, who will be responsible for the day-to-day operations of, and acts as the primary point of contact for, Carlyle's open-ended US real estate fund, insurance related funds, managed accounts and any other funds that may be assigned. Primary responsibilities include but are not limited to: managing and establishing goals/strategic direction for a Senior Accountant and an external consultant, understanding the pipeline of fund activity, including upcoming purchase and sale transactions, and managing/coordinating the operations and reporting of such activity.
p>Qualifications: • Bachelor's degree in accounting (preferred) or finance • 5+ years of progressive finance and accounting experience with 2+ years of experience as an accounting manager or similar managerial position • CPA license highly preferred • Construction or general contractor industry experience preferred • Experience with Oracle Fusion, Oracle EPM, Oracle FCC, Oracle ARC, and JD Edwards • Strong knowledge of US GAAP, internal controls, and financial reporting • Strong analytical and problem-solving skills, with the ability to develop and implement effective solutions to complex financial challenges • Excellent communication and interpersonal skills, with the ability to build strong relationships with internal and external stakeholders • Superior time management skills, multitasking skills, and the ability to prioritize tasks with minimal supervision • Understanding, yet persuasive and decisive when dealing with others in the organization • Proven track record of developing and maintaining high performing accounting teams. • Manage month-end close activities including accurate and timely review of journal entries and account reconciliations of the balance sheet and all related sub-ledgers (i.e. fixed assets, accounts receivable, bank statements/activity, WIP analysis, etc.).
You will be a key driver in our engagements, responsible for managing project timelines, supervising junior staff, and ensuring the technical accuracy of work product. Expert Reporting & Exhibits: Will assist with drafting expert reports, rebuttals, and memos, as well as preparing visual exhibits for use in arbitration or trial.
Owns accurate and timely month-end, quarter-end, and annual close and reporting for invested assets and related income and expenses across GAAP, statutory/regulatory, tax, and management reporting bases. Leads investment accounting policy, interpretation, and application for complex transactions and instruments (including derivatives and hedge-related strategies, as applicable), and provides guidance to portfolio management and business development teams.
li>Minimum of six years of experience in public accounting, with a proven track record of practice building and project management, and demonstrated experience effectively identifying, selling, and delivering tax services to middle‑market business clients.
As a member of our Washington National Tax group, working specifically with the Accounting Methods & Periods (AMP) team, you will be responsible for the following job duties which are focused around two core concepts: your subject matter expertise and delivering excellent client service:
Responsibilities.
This also includes checking managers into flights, tracking flights (and weather), and troubleshooting travel problems, if they arise, including after hours or on weekends, as needed; Booking conference rooms, booking lunch/dinner reservations; Perform general administrative and office tasks including, but not limited to, preparing correspondence, file organization, data entry, maintaining contact lists and process documents, archiving and preparing and printing pre-meeting materials for review; Phones: For senior Investment Professionals, answer phone lines and take messages as needed. Expenses: Produce, review, edit and complete expense reimbursement reports (which can involve appropriate foreign currency conversions) primarily using Concur; work with AP for timely payments and track reimbursements; Assist with special projects/event planning as needed including Town Halls and other events particular to the Corporate Accounting teams; Proactively anticipate work assignments whenever possible; Maintain confidentiality of all sensitive and confidential issues; and.
Washington, DC22 days ago
As Vice President of Finance and Accounting, reporting to the Chief Operating Officer and supervising one direct report, you will serve as a hands-on and strategic leader, partnering with senior leadership to shape financial strategy while overseeing all accounting and finance operations for a $29MM annual budget and $18MM in reserves. Headquartered in Washington, D.C., the Healthcare Distribution Alliance (HDA) is the national organization representing primary pharmaceutical distributors — the vital link between the nation’s pharmaceutical manufacturers and pharmacies, hospitals, long-term care facilities, clinics and others nationwide.