Job Search Results for cpa

Day to day:Our client is looking for a Financial Reporting & Analysis Manager to join the financial team and manage 1-2 Financial Analysts daily. This role reports into the VP of Controller and... More responsible for the company's external financial reporting including managing and/or performing all financial functions associated with monthly/annual revenue analysis and designing and documenting internal control. The Financial Reporting & Analysis Manager will oversee monthly/annual external reporting, forecast and annual budgets for the entire company, the Insurance Agency group, and Health2047 & Subsidiaries. This role will lead the external reporting process, prepare financial statements and disclosures, including MD&A, and develop statistical and financial analysis of reports and data. Responsibilities:Financial Reporting & Analysis 60% *Consolidate financial results ensuring expenses and revenues from all areas have been recorded accurately and timely *Manage the monthly/annual external reporting function; lead the preparation of all financial statements and footnote disclosures, as well as MD&A *Ensure proper accounting/reporting of minority (non-controlling) interest; monitor, and update the Health2047, Inc. capital structure for spinout companies *Supports preparation of the annual report, including management's discussion and analysis, highlights, and related financial pages *Compile monthly financial book for distribution to senior management and the Board and prepare PowerPoint presentations for use at the Finance Committee meetings *Perform quarterly financial review, analysis, preparation, and reporting of financial data and trends for assigned business areas; maintain and deliver revenue forecast and budget analysis *Meet regularly with personnel outside of Finance to review and interpret their area's financial statementAnnual Budget 20% *Consolidate and analyze preliminary submissions, identify relevant variances, and pursue explanations of financial results for unusual items following up with departments for explanation *Prepare review documents for use by senior management in reviewing each area's budget *Prepare internal budget book for distribution to senior management and the board for final approval and PowerPoint presentations for use at the Finance Committee budget meeting *Prepare external budget book for distribution to the House of DelegatesCost Allocation 10% *Monitor cost allocation methodologies and guidelines; lead allocations and recommend modifications *Coordinate with all business units to ensure accuracy of metrics and concise documentation of the allocation methodology; create and maintain automated monthly routine allocations, review and update calculations annually Staff Management 10% *Lead, mentor, and educate assigned staff; set direction, objectives, and project priorities; evaluate staff performanceWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

The Financial Planning Support Specialist will report directly to the Director of Financial Planning Analytics & Experience. You will be the primary SME and field- facing consultant on all aspects of... More the First Command financial planning software. You will be responsible for: - Respond to incoming questions and requests from Financial Advisors, support staff, and business partners- Assist advisors and support staff in financial plan entry, including data interpretation, plan construction, and deliverables- Assist advisors and support staff in troubleshooting, identifying, and correcting errors, and understanding results.- Develop and maintain a deep understanding of financial planning concepts, especially those relevant to the target market- Contribute to the creation of training content based on experience with variety of support request- Collaborate closely with BIS to report/resolve issues, test new releases, and to support other projects as needed- Cultivate a connected understanding of how technology touching the financial planning experience impacts the work of the department, and contribute to decision-making in a larger context of FinTech (Financial Technologies)- Develop and maintain deep expertise on financial planning software tools and related FinTech- Coordinate with other home office teams as needed to resolve advisor support requestsWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

As a Business Analyst in CIBC?s Treasury department, you will support strategic initiatives and projects across Treasury. You?ll act as a liaison between business and infrastructure partners,... More providing analytical insights, project delivery support, and post-mortem evaluations of key transactions. This role is ideal for candidates with strong financial acumen, technical skills, and a passion for continuous improvement.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

To participate in and manage the Company's financial reporting to the Security and Exchange Commission, while ensuring compliance with SEC and GAAP requirements and internal policies and procedures.... More Also responsible for review and filing of all income and sales tax returns for federal, state, and local levels.Essential Duties and Responsibilities *Assist with preparing and filing the quarterly and annual filings under Security and Exchange Commission regulations (Form 10-Qs/10-Ks). *Assist in meeting all other Security and Exchange Commission reporting requirements (Form 8-Ks, etc.). *Assist in drafting all earnings release materials (conference call script, press release, and investor presentation). *Research accounting and reporting matters to maintain and ensure GAAP compliance. *Assist with providing oversight of all external audits on sales taxes, income taxes and 401(k) plan. *Assist with sales tax report, research, and maintenance for dealerships. *Assist with income tax reporting, research, and tax returns. *Review and monitor internal controls (including Internal Audit review). *Monitor sales contracts for proper add-ons and sales taxes. *Other duties and responsibilities as assigned by your direct manager. *Follow company policies and procedures and support company mission, vision, values and standards of ethics. *Daily attendance required to ensure all duties are completed in a timely fashion.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is seeking a Business Controls Consultant to join a top bank in Toronto on a hybrid basis, supporting an Investments teams. This role is critical in ensuring the effectiveness of... More internal control frameworks and compliance processes across the organization. The successful candidate will act as the First Line of Defense (LOD), supporting investment teams and overseeing operational and regulatory controls.Key Responsibilities? Support investment teams and oversee control effectiveness across the organization.? Design, implement, and maintain internal control frameworks and business controls.? Ensure compliance with trading and operational processes.? Perform ongoing reviews and testing of controls.? Coordinate with stakeholders to address control requirements and compliance issues.? Monitor social media and email communications for regulatory compliance: ? LinkedIn monitoring for breaches of internal regulations.? Email surveillance (internal and external) for compliance.? Conduct investigations and assessments as needed.? Recommend solutions and develop action plans to mitigate risks.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

An engineering client of Insight Global is looking for a Sr. Accountant to join their team. This individual will be responsible for the following daily or weekly tasks. Reviewing monthly internal... More financial statements and other accounting reports. Assists management in year-end financial reports and audits. Works with governmental agencies regarding allowable costs and overhead rates. Analyze project costs and monthly cost allocations. Work on projects that often involved merging information among accounting systems requiring advanced Excel skills. Prepare and review monthly journal entries and accounting classifications. Performs monthly general ledger account reconciliations. Manages fixed assets including additions, disposals, monthly depreciation, and various reports using Sage fixed asset software. Prepare census reports and assist with month end report generation. Also will assist with various tax analysis and filing. Will need to conform with and abide by all regulations, policies, work procedures and instructions. We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

This person will perform credit/financial analyses of our client's depository institution members and non-members to assist ERM Member Credit management in mitigating and managing the credit-related... More risk associated with these institutions. Conduct micro and macro financial and economic analyses of the banking industry to aid management in making prudent lending and collateral decisions. Maintain knowledge of domestic banking industry developments and provide ERM Member Credit management with updates regarding activities and events impacting depository members.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner with Advisors at all levels of experience to ensure that clients... More receive holistic plans which provide an accurate analysis of their current financial situation, an assessment of risk and opportunities, and strategic options to enhance client outcomes. This role serves as a subject matter expert on the financial planning process, plan development and case design, and selection of financial products. This candidate will need expert knowledge of financial planning concepts:-Retirement Income Planning Strategies- Retirement income sources and income taxation-IRA and Qualified Retirement Plan features benefits, distribution option and taxation rules -Strategies for generating tax-efficient income to meet spending needs in retirement, accounting for pensions, annuities, investments and other sources -Social Security and Medicare Planning -Military and Federal Employee Benefits- Retirement planning and survivorship considerations -Long-term care planning and strategies -Survivorship and Estate PlanningWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is seeking a 6 month contract to hire Sr. Accountant to sit on-site 4 days a week, 1 day remote, in Charlotte, NC. We are seeking an experienced Payroll Accountant to manage and... More reconcile payroll accounting for a workforce of over 100,000 employees. This role requires exceptional attention to detail, strong technical accounting skills, and the ability to work with large-scale payroll systems. The ideal candidate will ensure compliance with internal controls while delivering accurate and timely financial data.Key Responsibilities? Prepare and post payroll-related journal entries for high-volume transactions.? Perform detailed account reconciliations for payroll accounts and resolve discrepancies promptly.? Maintain and review general ledger entries related to payroll and benefits.? Collaborate with payroll operations to ensure accurate tax and compliance reporting.? Support month-end and year-end close processes for payroll accounts.? Prepare ad hoc reports and analyses for management and auditors.? Ensure compliance with GAAP, SOX, and company policies.Identify opportunities for process improvement and automation in payroll accounting.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Our client is leading global Private Equity & Investment Firm seeking a highly motivated expert within Accounting Policy & Strategy to join at the Principal or Director level, dependent on... More experience. This position will provide technical and strategic support to the asset side, specifically the Insurance pillar of the firm. The ideal candidate will have a background in Accounting Policy within Insurance or Asset Management. The role offers the unique opportunity to interact frequently with executives in the Office of the CFO, Office of the CEO, Deal Team, and Legal department to advise on accounting policies and support strategic financial initiatives.The firm consistently pursues complex, bespoke, and exotic transactions with impacts across GAAP and statutory reporting. Volume is high and expected to grow. This requires a creative thinker who thrives in a fast pace and can consistently innovate on their approach quarter over quarter.While the role is heavily focused on technical accounting and requires deep knowledge in GAAP standards, the organization has successfully implemented AI tools to help prepare memos and update accounting policies. This frees up significant time for the team and this role to primarily focus on critical thinking, research, and strategic meetings to understand transactions and advise on the firm's accounting policy and strategy accordingly. The ideal candidate will be comfortable embracing new technologies to drive efficiencies across the firm. Key Responsibilities? Technical Accounting Policy Development & Oversight- Lead the development, implementation, and maintenance of global accounting policies in accordance with US GAAP and IFRS.- Monitor changes in accounting standards and assess their impact on the firm?s financial initiatives.- Leverage company AI tools for documentation and memo preparation.? Strategic Advisory- Partner with senior finance leaders and business units to evaluate the accounting implications of new transactions and strategic initiatives.- Provide technical accounting guidance on complex areas such as consolidation, revenue recognition, fair value measurement, and financial instruments.? Governance and Compliance- Serve as a key liaison between external auditors to ensure compliance and alignment on complex accounting policies and challenges. Key Deliverables for Success? Ability to create connection with the Front Office and Executives across the Business and Finance organizations.? Ability to effectively communicate, gather information, and execute independently.? Quality of advice balanced with risk and commercial considerations.? Ability to create consensus across functions and external auditors.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less