Senior Sales Associate

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.   At Advancial, we always strive to provide the best service and products to our members because we love what we do.  We work together to build a culture that promotes a positive employee experience.  We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs.   We invite you to learn more about this position and what Advancial has to offer by completing our online application.  Advancial Federal Credit Union participates in the Electronic Employment Verification process.  Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form. SUMMARY The Regulatory Reporting Financial Specialist is responsible for compiling, analyzing, and reporting financial data to ensure compliance with regulatory requirements. This role will involve generating various regulatory reports as mandated by federal and state agencies while maintaining the integrity and accuracy of financial information.   ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.  In addition, other duties may be requested/assigned.   Prepares, reviews, and submits timely regulatory reports, ensuring they meet compliance standards and internal policies.   Conducts detailed analyses of financial data to identify trends, variances, and ensure accuracy in reporting.   Collaborates with accounting and finance departments to gather necessary data for comprehensive regulatory reporting.   Monitors changes in regulations to ensure compliance and accuracy in all reports provided to regulatory bodies.   Assists in the preparation and filing of quarterly and annual reports, as well as other ad-hoc regulatory reports as required.   Maintains thorough documentation supporting all reporting processes to facilitate audits and inquiries.   Responds to inquiries from regulatory agencies regarding submitted reports and data.   Provides support during audits by preparing required documentation and explanations of financial data.   Participates in ongoing training to remain updated on regulatory changes and industry best practices.   Ensures compliance with all internal controls and policies related to the reporting process.   Performs special assignments or projects as requested by finance leadership.   Maintains proficiency with reporting software and financial systems necessary for performing job duties.   The base range for this position is $75,000/yr. - $95,000/yr. based on experience, plus up to 8% incentives. Requirements EDUCATION and/or EXPERIENCE Bachelor's degree (B.S.) in Finance, Accounting, or a related field, with at least three years of experience in financial reporting, regulatory compliance, or a similar role. Strong proficiency in Excel and reporting tools is strongly desired.   OTHER KNOWLEDGE, SKILLS AND ABILITIES In-depth knowledge of federal and state regulatory reporting requirements applicable to credit unions and financial institutions.   Strong analytical skills with the ability to interpret complex financial data and generate insightful reports.   Proficient in financial reporting software and tools, with a keen understanding of accounting principles.   Excellent attention to detail and ability to maintain accuracy while working under tight deadlines.   Strong communication skills, both written and verbal, to interact effectively with regulatory agencies and internal teams.   A proactive approach to identifying issues and implementing solutions related to regulatory compliance.   Ability to adapt to a rapidly changing regulatory environment and to foster a culture of compliance within the organization.   Commitment to maintaining a positive workplace culture and promoting respectful and collaborative relationships with all stakeholders.

We are looking for a Quick Books Expert to manage our accounting for our local business.. Duties include Weekly payroll Manage Accounts Payable and Receivable Work with our local accountant close books monthly All accounting details Many other office duties too much to list.. Good Pay, Great Hours 9am to 2pm M-F Send me your resume We are hiring right away... Local Las Vegas address

Business Loan Closer – To $60K – Milwaukee, WI – Job # 3343 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Business Loan Closer role in the Milwaukee, WI area. The successful candidate will be Responsible for assisting the Business Services Department through administration of business loan closings. This role performs a variety of functions related to ordering/requesting of due diligence documentation, ordering and reviewing loan closing documents and managing the closings for business loans. There is regular contact with existing members, prospective members, and other professional providers used by the Business Services Department. The position includes a generous salary of up to $60K plus bonus an excellent benefits package.  (This is not a remote position). Business Loan Closer responsibilities include: Facilitates the loan closing process by serving as liaison between lenders, external legal counsel, title companies, and internal credit and loan processing departments. Manages loan closing pipeline and communicates timelines with internal loan processing department, lenders, title companies, and attorneys throughout the loan process. Requests appropriate supporting documents including organizational documents, title work, flood searches, collateral insurance, loan payoffs, and various due diligence items to verify compliance with loan approval and bank closing procedures. Reviews as needed and requests and updates or corrections warranted. Orders payoffs of liens to be satisfied with new funding. Confirms that title, vehicle and UCC searches were properly executed and to ensure that our collateral position meets standards, obtaining updates/corrections as needed. Prepares necessary checklists for ordering loan closing document package, sending to processor along with all supporting documents and due diligence. Reviews credit approval presentation and completed loan closing package to ensure accuracy and compliance, and adherence, to the loan approval guidelines. Attends in-house closings, as needed, to provide additional support to the lender/member and notary services. Reviews all documents immediately after closing to insure proper signatures were obtained and all required documents were completed in an accurate manner. Sends fully executed loan package to processing staff for booking, filing of liens, payment to vendors and other steps required to complete the loan file. Provides backup support to Processing Staff as required. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High school diploma, or equivalent, and a minimum of five years of experience in the preparation and/or review of legal or financial documentation. A combination of education and experience will also be considered. Experience or the ability to gain proficiency in all programs and systems used for this job including Microsoft Office products and systems related to documentation preparation or review or for documentation exception tracking. Excellent verbal and written communication skills, problem-solving skills, and organizational skills and the ability to work independently as a valuable team member in a dynamic environment. Demonstrated knowledge in the structure and requirements of all types of loan processing, real estate and business documentation experience preferred. Proven ability to organize work, balance multiple priorities, and manage a variety of projects in a fast-paced, flexible work environment with strong attention to detail and within a defined deadlines. Demonstrated ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality. Must possess strong interpersonal skills, a positive attitude, and a desire to help people. Must have a thorough understanding of company policies and procedures as they relate to this position. Must understand and comply with all job-related state and federal laws and regulations. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Woodlands Market, Marin and San Francisco's premier gourmet grocery store, has an opening for a Controller at our Corporate office located in Kentfield! The Controller is a highly analytical and strategic part of the senior leadership team. This pivotal role is responsible for driving the financial health and strategic direction of our company by providing insightful data analysis, overseeing profitability down to the department level, and leading our accounting operations. The ideal candidate will be a hands-on leader who can translate complex data into actionable strategies, ensuring we meet our EBITDA and financial targets. This position will work in close partnership with the CFO to shape the financial future of the organization and will directly oversee the accounting team. This role also encompasses key responsibilities of a Financial Controller, including oversight of internal controls, audit coordination, and cash flow management. Accounting Leadership & Team Management: • Oversee functions of the accounting department, including financial reporting, accounts payable, and accounts receivable. • Ensure proper documentation and compliance with accounting standards and internal policies. • Lead, mentor, and develop the accounting team, fostering a culture of accuracy, efficiency, and continuous improvement. • Support audit preparation and liaise with external auditors, banking relationships, accounting firms, etc. • Ensure the timely and accurate closing of monthly, quarterly, and annual financial statements in accordance with GAAP. • Streamline accounting procedures and implement new systems to improve efficiency and enhance internal controls. • Manage cash flow and liquidity to support operational needs. Profitability & Performance Management: •Monitor and enforce profitability benchmarks and contribution margin levels across all departments. • Conduct regular reviews with department heads to analyze performance and develop strategies for improvement. • Partner closely with the operations team, including Category Managers, to provide data-driven insights that inform assortment and promotional strategies. • Develop and distribute regular performance reports to Category Managers, highlighting key trends and insights to support data-driven decision-making. • Collaborate with operations to evaluate and forecast the financial viability of future initiatives, including new item launches, category expansions, and other strategic projects. •Analyze pricing, cost, and margin management to ensure the pricing and category management teams are achieving company expectations. • Ensure the company achieves its quarterly and annual EBITDA targets through proactive analysis and course correction. •Present findings and strategic recommendations to the executive team in a clear and compelling manner. Strategic Partnership: • Serve as a key strategic partner to the Chief Financial Officer (CFO) and other executive leaders. • Collaborate with the CFO on developing long-term financial strategies, annual budgets, and rolling forecasts. • Provide financial insights and guidance on major business decisions, including pricing strategies, capital investments, and operational changes. Qualifications and Skills: Experience: • Minimum of 7-10 years of progressive experience in finance or accounting. • At least 3-5 years of experience in a leadership role. •Crucial: Significant experience within the retail or grocery industry is required. Education: • Bachelor’s degree in finance, Accounting, Economics, or a related field. CPA or MBA is highly preferred. Technical Skills: • Expert-level proficiency in financial modeling and data analysis. • Advanced skills in Microsoft Excel and PowerPoint; basic proficiency in SQL desired but advanced proficiency is highly desirable • Experience with ERP systems and business intelligence tools Leadership & Soft Skills: • Proven ability to lead and develop a team. •Exceptional analytical, problem-solving, and decision-making skills. • Strong communication and interpersonal skills, with the ability to partner effectively with senior executives and cross-functional teams. • A strategic mindset with the ability to see the bigger picture while maintaining a strong attention to detail. Who Are We? Woodlands Market is a leader in gourmet retailing, service and innovation in the grocery industry. We are a flourishing Marin County-based employer who believes in supporting our community in many ways. One of these ways is to employ talented individuals from within our communities and surrounding areas. We currently operate grocery stores in Kentfield, Tiburon and San Francisco. We also operate a Pet Shop in San Francisco as well as an off-site kitchen in San Rafael. We engage approximately 330 individuals on staff, many of whom have come to us with an in-depth knowledge of the specialty food industry. These members of our extended Woodlands family and their commitment to community, food, service and to each other are what set us apart from other grocery stores. Benefits of working at Woodlands Market include: •Competitive wages •Comprehensive Health/Dental/Vision Insurance* •Full-time employees receive a generous benefits package including Health/Dental/Vision Insurance, 401(k), paid vacation and paid holidays •Holiday premium pay for time worked on recognized holidays •20% store discount, 50% shift meal discount* • $50 subsidy towards non-slip shoes every 6 Months •Awesome, team-oriented environment •Opportunities for growth and development *Must meet minimum hours for some benefits/max lunch discount $6.00 Salary Range: $130,000- 180,000

ISDA Rates Documentation - Assistant Vice President Tempe, AZ (4 days onsite, 1 day remote) 95-125K + Bonus + Paid Relocation  We're looking for an Assistant Vice President (AVP) to join our Documentation team, focusing on Over-the-Counter (OTC) Interest Rate and Credit Derivatives. In this role, you'll be instrumental in ensuring the accurate and timely processing and maintenance of all relevant documentation, adhering strictly to departmental procedures. Key Responsibilities As an ISDA Rates Documentation AVP, you'll: Draft & Review Confirmations: Prepare and review ISDA paper confirmations for Interest Rate products. Process Electronic Confirmations: Process and review electronic confirmations via Markitwire for Interest Rate products and TradeServ for Credit Derivatives. Ensure Compliance: Verify all documentation aligns with ISDA standards and market best practices. Resolve Issues: Collaborate with counterparties, Front Office, and Legal to resolve any confirmation discrepancies. Track & Report: Maintain meticulous records of outstanding confirmations and report findings to management. Handle Inquiries: Respond to internal and external inquiries promptly and professionally. Cross-Functional Collaboration: Understand and effectively interface with other units as needed. Support & Projects: Assist the team with ad-hoc requests and project-related tasks. System Enhancements: Participate in user acceptance testing (UAT) for system upgrades, database conversions, and new system introductions. Team Development: Provide training to other team members when necessary. Requirements Qualifications Education: Bachelor's Degree required. Experience: 5-7 years of Interest Rate Documentation experience within a banking or investment banking environment. ISDA Expertise: Proficiency with ISDA Interest Rate Derivatives Definitions is essential. Technical Skills: Proficient in Microsoft Excel and Word. Core Competencies: High degree of accuracy and meticulous attention to detail. Exceptional time management and ability to prioritize multiple responsibilities effectively. Strong organizational skills. Excellent verbal and written communication skills. Robust analytical and problem-solving abilities. Adaptability to change and comfort working in a deadline-driven environment. Ability to work both independently and collaboratively within a team. Benefits Health and wellness benefits Retirement plans Educational assistance and training programs Income replacement for qualified employees with disabilities Paid maternity and parental bonding leave Paid vacation, sick days, and holidays

Dusty Strings Company seeks a skilled teammate to join our Office Team. For over 45 years, Dusty Strings has been designing and building harps and hammered dulcimers in Seattle. We have become highly respected in the world-wide music community for excellent craftspersonship, mesmerizing sound, and caring customer service. Benefits include vacation, sick leave, health & dental insurance, and a positive and collaborative work environment. Responsibilities include - Maintaining all regular accounting functions, including A/P, A/R, P/R, benefits administration, account reconciliations, filing city & state tax reports, managing deadlines and general reporting - Taking customer orders and providing customer service over the phone and by email - Other assorted tasks (as a small company, we all wear many hats!) Requirements - Organized and accurate with numbers - Proficiency with Microsoft Excel, LibreOffice Calc, Google Sheets, or equivalent - Familiarity with Quickbooks Desktop or other accounting software Helpful traits - Inquisitive problem solver - Excellent verbal and written communication skills - Strong initiative and self-management skills - Ability to provide helpful and courteous customer service to co-workers and customers - Knowledge of and interest for music and musical instruments My name is Ray Mooers and I’m the co-owner and founder of Dusty Strings Company, which started with a fascination for the hammered dulcimer in 1979. From our real grass-roots beginnings, we have had the opportunity to grow Dusty Strings into an internationally-respected brand of hammered dulcimers and harps, as well as a widely known and appreciated regional music store and music school in Fremont. The only way this could have happened is with the help of many dedicated individuals who have shared our vision of providing quality instruments and service that enhance the lives of our customers through music. These are the employees of Dusty Strings. With 45 years of high-quality musical instrument manufacturing and retailing right here in the heart of Seattle, we must be doing something right. Come join our team of artisans who take pride in accomplishing high-quality work every day! Apply here: https://dustystrings.bamboohr.com/careers/24?source=aWQ9MjM%3D No phone calls and no in-person visits, please. Dusty Strings is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, age, caste, or any other status protected by law.