Senior Sales Associate

The Senior Payroll Specialist is responsible for the administration and processing of payroll for clients.  This position will add new hires, update current employees and process terminated employee as part of the payroll process as well as prepare payroll related reports.  They have the ability to work with clients with more complex accounting and payroll needs. Works closely with assigned clients to assess general payroll Prepares reports, returns, and other documents as required, including payroll reports, year-end tax forms, and other reports required by clients Administers and processes payroll for clients, including updating payroll systems with new and terminated employee information, pay rates and deductions; collecting, reviewing and verifying time sheets; processing and completing the payroll cycle, direct deposit input; preparing payroll tax deposits and other payroll reports as required; and issuing W2s In-house payroll processing and download/filing of payroll returns New hire setup and communications Coordination with client support for payroll agency correspondence matters Garnishment, benefit plan obligations and other required reporting to Accounts Payable Download of payroll transactions if processed by 3rd party Assists with training new employees in the accounting services department Requirements Associate’s Degree in Accounting or equivalent work experience required 5+ years of payroll experience required Understanding of payroll laws and guidelines Strong technology skills Ability to work on multiple projects and meet deadlines Ability to communicate clearly in writing and verbally Team player Ability to think innovatively Benefits Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The wage for this position is $23 per hour, equivalent to an annual salary of $47,840. Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you? For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return. What You'll Be Doing: Work with clients to obtain necessary information to prepare the annual reporting Review documents submitted by clients for completeness and accuracy Reconcile plans with only rollovers and plan stock using Excel and administration software Utilize administration software to complete 401(k) testing and reporting Make outgoing reminder calls and send emails to clients during the plan year reporting process Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents Extra Tasks Share knowledge and explain complex topics simply Training on concepts for a Retirement Plan Administrator I Performs other duties as required Requirements Must be 18 years of age Excellent verbal and written communication skills Meticulous attention to detail and proactive approach to problem solving Skills in customer service, organization, and collaboration Adequate math and analytical skills Proficiency in using Microsoft Excel, Word, and Outlook Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred Ability to work in an autonomous environment where you can be a self-directed worker Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen. Additional Requirements Must pass a background check Must meet work from home requirements to qualify Complete continuing education based upon current certifications For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of: A designated workspace (such as a home office) where you can concentrate and be productive. Reliable high-speed internet to ensure seamless communication and collaboration. Benefits Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals. Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles! Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect. Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment. An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events. Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support. This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO The wage for this position is $23 per hour, equivalent to an annual salary of $47,840

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

RouteSmart Technologies is looking for a detail-oriented and analytical Financial Analyst to join our team. In this role, you will report to the Director of Finance & HR and support key financial and accounting functions, including forecasting, performance analysis, business planning, and cost-saving initiatives. As an integral part of the Finance team, the Financial Analyst will contribute to financial reporting, month-end close activities, and cross-functional collaboration with Accounting, Legal, Leadership, and external stakeholders. The person in this position will help drive process improvements, enhance financial systems and tools, and ensure accurate and timely financial insights. The ideal candidate must have strong analytical and problem-solving skills, excellent communication abilities, and a commitment to continuous improvement and operational efficiency. The expected base pay range for this position at the start of employment is $80,000 to $100,000 per year. RouteSmart Technologies, Inc. maintains different base pay ranges for various U.S. locations, and actual compensation may vary accordingly.  This is a hybrid position based in our Columbia, MD office. Candidates must reside within 50 miles and be available to work onsite several days per week.  Essential Duties & Responsibilities  Lead the development and maintenance of rolling monthly forecasts, including summarized reporting for key stakeholders Monitor and analyze actual financial results against plans, forecasts, and budgets, providing insightful variance explanations  Create annual business plan and strategic outlook with input from functional areas   Drive the development of comprehensive business cases for new projects, investments, or cost-saving initiatives, including financial modeling and justification  Support financial closing processes including accruals and other journal entries along with any variance explanations  Reconcile general ledger accounts and prepare independent financial analyses to support decision-making  Act as a primary point of contact for internal and external customers, auditors, regulators, and stakeholders on financial matters  Liaison between the business and other functions such as Legal, Accounting, Executive, etc.  Identify opportunities to improve financial processes, systems, and reporting tools  Perform other duties/responsibilities as assigned  Requirements Advanced Excel skills, including complex financial modeling, robust data analysis functions, and pivot tables  Proficiency in financial reporting systems or tools   Solid understanding of financial statements and Generally Accepted Accounting Principles (GAAP).  Strong problem-solving abilities and attention to detail  Hands-on experience working with statistical analysis and statistical packages  Excellent communication and interpersonal skills, with the ability to present complex financial information clearly and concisely  Education & Experience   Bachelor’s degree in Finance, Accounting, Business or related field  Two (2) years experience in Financial Analysis, Financial Planning, Accounting, Audit, or Operational Analysis  Experience in a fast-growth environment is highly preferred  Benefits RouteSmart offers its employees numerous opportunities for professional development. Our goal is to provide our employees with the chance to learn and grow as the company grows. We recognize that our employees are our most valuable asset. The work they do is key to our ability to provide high quality service to our clients. We also recognize that our employees are unique individuals with their own lifestyle and interests. RouteSmart Technologies pays a significant share of the cost of benefits for our employees. We believe our investment makes good business sense by helping to create a positive and productive work environment. Among the benefits we offer are: Medical/Dental/Vision/STD & LTD Plans Employer paid Life Insurance Plan Employee Training & Development 401(k) Retirement Savings Plan w/ Employer Match Vacation/Sick/Holiday Leave Tuition Reimbursement Flex hours Casual Dress RouteSmart Technologies is proud to be an equal opportunity workplace. Individuals seeking employment at RouteSmart Technologies are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, or sexual orientation. We do not accept resumes from headhunters, placement agencies, or other suppliers that have not signed a formal agreement with us. All candidates must have legal authorization to permanently live and work in the United States. This position does not qualify for sponsorship.

Job Title: FP&A Manager Location: Denver Tech Center - Hybrid Kaseware is seeking a FP&A Manager to join the Finance Team. The FP&A Manager will report to the CFO and work closely with the Accounting and Finance Team to complete financial reporting in accordance with GAAP, maintain monthly financial reporting packages, develop and maintain financial models, forecast future financial performance, complete annual budgets and track key performance indicators (KPIs) for Kaseware. The ideal candidate is a hands-on, team player that can also work autonomously under tight deadlines. They are comfortable with a “no job too small” mentality, a fast-paced environment, and are highly communicative within our team. Job Type: Full-time, Exempt Responsibilities and Duties: Develop and maintain financial models Prepare monthly forecasts  Complete annual budget Completes monthly financial reporting packages including ARR reporting Prepares quarterly financial reports for Board of Directors Prepares and maintains financial statements in accordance with GAAP Develop and maintain KPIs Other duties as assigned Required Education: Bachelor's degree in Accounting or related field Required Skills: Experience with financial models, forecasting and budgeting Experience with private equity financial reporting Familiar with preparing financial statements in accordance with GAAP Experience with Sage Intacct Ability to work independently and prioritize workload based on team objectives Ability to work in a team environment and have strong coordination, organization, and communication skills Ability to use analytical skills to identify, investigate, troubleshoot, and reconcile issues proactively Excellent interpersonal, negotiation, and conflict resolution skills Ability to effectively multitask and adjust to changing priorities Well-developed organizational skills with deadline and detail-orientation Required Experience: 3-5 years experience working as a FP&A Analyst or FP&A Manager Other Requirements: CPA Preferred Experience with SaaS Intelligence Experience with Salesforce Language: English Benefits: Competitive salary and bonus program in an entrepreneurial environment Excellent health, dental, and vision insurance with generous company contribution Flex Spending Accounts Unlimited paid vacation 12 paid company holidays Paid Sick Time Paid Parental Leave 401k with company matching EcoPass provided for Colorado-based employees Salary Range: $130,000-$150,000/year About Kaseware: Kaseware is a dynamic small company located in the Denver metro area. We build state-of-the-art software for law enforcement and corporate security customers.  We serve those that serve our communities and make our world safer. Due to the nature of our business, you must be able to pass a full CJIS compliant fingerprint based background check, which is required for individuals needing access to criminal justice information (CJI). U.S. Citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor at this time. We expect this role to be open until September 1st or until filled.

At Smoker Wealth Management LLC, our mission is to meet our client’s wealth management needs.  We provide our clients with a wide portfolio of products and services that supports them on their financial journey.  Working with clients and fellow employees, our company provides a diverse and stimulating work environment. We are currently seeking a dedicated and experienced Wealth Advisor to join our growing team.  This newly created position will play a vital role in providing high-quality product and service recommendations to our clients.  You will assist clients in navigating the complex world of wealth management by providing options for them, their families and possibly their businesses.  You will also work closely with a team of experienced professionals, gain valuable industry knowledge, and contribute to the success and growth of our clients here in beautiful Lancaster County. Our ideal candidate for the Wealth Advisor role will have a solid sales and customer service background in financial services. This is the perfect opportunity for someone who has their FINRA Series 7 or 66 license and is ready and eager to learn about the world of wealth management.  Having tax experience would be a plus but is not a requirement. Responsibilities:  Discuss financial objectives and risk tolerance with clients and recommend an appropriate financial planning strategy. Answer client questions about any of their financial needs, which may include making trades on their behalf for their investments. Review client accounts and plans regularly to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Assist in developing a financial plan with clients while considering income, expenses, insurance coverage, financial objectives, tax status, and risk tolerance. Build and maintain a client base while managing and updating client portfolios. Assist advisors/support staff with any needs, including client documentation, proposals, research, etc. Other duties as assigned by the manager. Qualifications: Bachelor’s degree preferred but not required. Must obtaining FINRA SIE, Series 7, and 66 Securities. 1 – 2 years of sales experience, including prospecting, cold calling, and in-person networking. Strong verbal and written communication skills Experience with CRM systems preferred. Previous experience in a financial services company. Tax Preparation Experience preferred (but not a requirement) Ability to multi-task Ability to work both independently and collaboratively. Ability to handle confidential information. Valid driver’s license Benefits: Uncapped Commission Plan Medical, Dental, Vision Insurance 401K Match Team Building Events Candidates are required to successfully pass a pre-employment background check. Smoker Wealth Management LLC is a business unit of the Smoker & Company Family of Companies. We are an equal employment opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.