updates and billing summaries for client meetings as required; Assisting the Operations Director and the overall team... and assisting with maintaining client receivables in a clean and current state. Liaising with Omaha Shared Services to ensure...
they are and what they contribute. To learn more about CIBC, please visit What you’ll be doing Reporting to the Director, Governance, Controls... degree in Business Management (or equivalent) and completion or working towards an accounting designation. You embrace...
About the Company Our client is a large technology company. They are looking for a Director of Finance/Senior Manager... compliance with accounting standards (e.g., GAAP) and regulatory requirements (e.g., SOX). This includes establishing...
POSITION SUMMARY Our client delivers a comprehensive and expertly managed benefits program designed to meet the needs... a competitive edge in the benefits landscape. Reporting to the Director of Benefits and working in a collaborative team setting...
invoice. Ensure that invoice information is uploaded correctly into the accounting software (Great Plains) for payment... computerized vendor file. Contact program director or person approving the invoices where adjustments or corrections...
related to client billing. The main functions include production of all client invoices and their processing in the system... in accordance with client agreements and company financial procedures. Good communication and interpersonal skills are imperative...
-to-day direction of the Associate Director and Lead, the primary role of the Portfolio Analyst is to assist and support the... of client accounts Support daily portfolio administrative processes such as corporate action reviews, model reconciliations...
Salary: $90,000 Benefits: Excellent benefits Remote Flexibility: Hybrid Remote Flexibility after training Client... Profile Our client, a reputable Toronto law firm is currently looking for a Financial Analyst. This firm has an excellent...
culture. As the Senior Manager, Tax Reporting & Planning, you will contribute to the overall success of the Client Tax... related support/advisory to other areas including product development, sales, client administration, financial reporting...
About the Opportunity Accounting for all investments and miscellaneous cash entries Weekly bank reconciliations... report on executive expenses for lead Director of Board Other duties as assigned About You An undergraduate university...
culture. As the Senior Manager, Tax Reporting & Planning, you will contribute to the overall success of the Client Tax... related support/advisory to other areas including product development, sales, client administration, financial reporting...
practice management and client collaboration for accounting firms and professional services. It provides secure, scalable... on client collaboration and document exchange. It enables firms to securely communicate with clients, request and share...
controls. They will provide complete backup coverage for all team functions and assist the Director as needed. We believe... and management across the division to address senior management and client requests. Work closely with front office traders...
, payment flows and accounting for cash transaction Strong understanding of cash flows for financial products Identify...-8 years of experience performing current state analysis on client’ broker dealer cash management function5-8 years...
to personal independence related questions from client facing colleagues Oversee the personal independence audits of the firm... or existing technologies, to improve the effectiveness and efficiency within the program. Work with the National Director Ethics...
of complaints received from the Client Service Centre and for the substantiation, streaming and disposition of regulatory files... of Professional Conduct. Familiarity with law office practice and procedures, and legal accounting. Knowledge of current trends...
client and account record Creating and maintaining conversion utilities for managing aspects of client data Handling the... Knowledge or relevant experience with Dataphile, OSS\ISM or other stock brokerage accounting systems, understanding of brokerage...
with Aderant Expert or a similar accounting system would be an asset. Offering superior client attentiveness by making every..., monthly, quarterly or on request, including any necessary follow up with others in the Firm and revising according to client...
culture. Purpose Working with and reporting to the Director, GWI Audit, the incumbent will be primarily responsible... all assignments / sections. Accountabilities Champion a customer focused culture to deepen client relationships and leverage...
culture. Purpose Working with and reporting to the Director, GWI Audit, the incumbent will be primarily responsible... all assignments / sections. Accountabilities Champion a customer focused culture to deepen client relationships and leverage...