Financial Manager
Jobtailor
Manage a financial center in collaboration with senior team members Support operational excellence and ensure the financial center runs effectively and cohesively Oversee smooth and efficient teller-line functioning Ensure day-to-day policy and procedure adherence Improve financial center performance Ensure directives are implemented Assume leadership responsibility for the financial center when teammates are absent Manage client traffic, engage clients, route them appropriately and foster client retention Manage business results through formalized management routines and coaching Create a world-class client experience environment Manage market-level initiatives prescribed by market leaders Drive operational excellence by engaging employees on business strategy Manage organizational priorities and effective execution Requirements Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results Effective collaboration and relationship-building skills Passion, commitment and drive to improve clients’ financial lives Ability to identify client solutions and resolve problems independently or elevate as needed Effective and confident communication with all clients Ability to learn and adapt to new information and technology platforms Strong critical thinking and problem-solving skills Ability to follow established processes, guidelines, laws and regulations Ability to manage complexity, prioritize tasks, delegate and execute in a fast-paced environment Ability to interpret performance results, identify opportunities and hold others accountable Ability to work weekends and/or extended hours, including at any financial center within a reasonable distance High School Diploma / GED / Secondary School or equivalent Experience in financial services and knowledge of financial services industry, products and solutions (desired) Experience in mortgage, retail and/or hospitality (desired) Experience working with individual and team goals (desired) Bilingual skills (desired) Core Competencies Demonstrates strong leadership and operational management skills in a financial center environment, focusing on client engagement, performance improvement, and adherence to policies and procedures. Capable of fostering a collaborative team atmosphere while driving results and enhancing the client experience. Highest-signal resume keywords Financial Center Management Client Engagement Operational Excellence Problem-Solving Skills Bilingual Skills ATS Optimization Keywords Hard Skills Financial Services Knowledge Policy Adherence Performance Interpretation Business Strategy Execution Client Solutions Identification Soft Skills Effective Communication Relationship-Building Critical Thinking Motivation Adaptability Certifications & Qualifications High School Diploma GED Secondary School Equivalent Industry Keywords Financial Services Mortgage Retail Hospitality Client Retention #J-18808-Ljbffr
$50 - $125 per hour
Gofractional is seeking a Fractional Controller / Finance Operations Lead for a part-time engagement in Calverton, NY. This role offers about 10 hours per week with flexible scheduling and hybrid or remote options. Compensation is $50.00-$125.00 per hour; remote-friendly...SuggestedRemote jobHourly payPart time10 hours per weekFlexible hours$150k
...on more responsibility over time, and help shape how our firm evolves as the industry changes. Responsibilities Manage an existing portfolio of clients with minimal transition time. Prepare and review 1040, business, estate and trust returns....SuggestedWork at officeRemote work- ...compilations and reviews for clients in various industries. Project manages one or more client assignments simultaneously with effective... ...services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under...SuggestedLocal area
$72k - $92k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include...SuggestedFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...Long Island's North Fork partners with a respected boutique CPA and Business Advisory Firm in Riverhead to recruit an experienced Tax Manager. The role oversees tax planning, compliance and advisory services for small to mid-size clients, with mentoring responsibilities...SuggestedLocal areaFlexible hours
- ...Accounting & Advisory Firm on Long Island's North Fork Are you a Tax Manager or experienced Senior Tax Accountant looking to take the next... ...goals. Oversee month‑end and year‑end accounting activities, financial statement reviews and bookkeeping services. Research tax...Summer workWork at officeLocal areaRemote workFlexible hours
$150k
...culture, multiple partners and about 25 employees is hiring a Tax Manager (newly added position due to firm growth) to work on a hybrid... ..., process journal entries, reconcile bank statements, review financial statements, and possibly prepare a budget for small business clients...Live inLocal areaRemote workRelocation- ...trends, identify client issues and conflicts; proactively communicate solution options to client and team Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the...
$26.85 - $36.25 per hour
Assistant Manager Financial Services - Riverhead Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America...Full timePart timeWork at officeImmediate start- A leading financial institution in Riverhead seeks an Assistant Manager Financial Services to assist the branch manager in daily operations and member relationships. This role requires a high school diploma, three years of banking experience, and proficiency in Microsoft...
- ...Brookhaven National Laboratory seeks an accomplished engineering, architecture, or construction manager to serve as Manager of the Modernization Project Office (MPO). This on-site role provides strategic leadership and oversight for the Laboratory's institutional capital...Work at office
- ...:The Revenue Department Supervisor oversees billing, contract management, and revenue cycle operations to ensure accurate reimbursement... ...funding requirements. This role supervises billing staff, monitors financial performance, and collaborates with program, clinical, and...Full timeContract workLocal area
- ...a Revenue Department Supervisor to oversee billing, contract management, and revenue cycle operations. The role collaborates with program... ...schedule, occasional local travel, and a focus on improving financial performance while complying with #J-18808-Ljbffr Little Flower...Full timeContract workLocal area
- Fractional Acquisition Lead – High-End Residential Services Engagement: Fractional / Independent (not employment) Time Commitment: ~8–12 hours per month Location: Remote (local, affluent‑market experience preferred) We operate a premium, owner‑operator‑led residential...Agency workFull timeLocal areaRemote work
- ...operations of the Finance Department while supporting the Chief Financial Officer (CFO) in ensuring the financial integrity, compliance,... ...collaboratively with organizational leadership, department managers, auditors, funding agencies, and external partners, this position...Contract workWork at officeLocal areaRemote workFlexible hours
$32.5 - $36 per hour
...as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering... ...Ability to work in a fast-paced environment independently while managing multiple priorities. \n Proficient with technology, including...Local area- ...with Board Certification or eligibility Currently licensed as a physician in the State of New York Outstanding communication and management skills, and an ability to work collaboratively with medical staff, hospital management, and staff Previous division, department,...Work at office
$57k - $93.5k
Ralph Lauren is seeking an Associate Manager to support the General Manager in the creation and execution of strategic plans. This role is critical for maintaining brand integrity while optimizing business profitability. The ideal candidate will have strong retail management...$50k - $90k
...the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C....Full time- ...a meaningful impact on clients' lives. You’ll receive training, mentorship, and business development support to grow a successful financial practice. As a Financial Advisor, you’ll partner with individuals, families, and business owners to help them achieve financial goals...
- ...following us on LinkedIn! JOB DESCRIPTION ~ GENERAL FUNCTION The specialized advisor is responsible for supporting the management team by demonstrating superior sales behaviors and leadership on the floor, fostering a positive work environment, and executing...Minimum wagePart timeLocal areaFlexible hoursAfternoon shift
$57k - $93.5k
...all. We foster a culture of inclusion through: Talent, Education & Communication, Employee Groups and Celebration. As the Associate Manager, you support the General Manager in the creation of strategic plans, managing the execution of plans to ensure a profitable...Work at officeFlexible hoursNight shiftWeekend workAfternoon shift$115k - $140k
...Riverhead, NY. This hands-on and strategic role will partner with leadership and employees to support employee relations, performance management, workforce planning, compliance, engagement, and organizational effectiveness. The ideal candidate is an approachable,...Full timeLocal area$55k - $90k
...$11.7 billion in total loan volume and $29 million in annual financial services revenue from 18,000 customers across our 8-state territory... ...Helps execute on the Core Business System Portfolio Management Plan which governs current and future FCE core business systems...Temporary work- ...Business Partner for its Riverhead, NY location. This hands-on role partners with leadership to support employee relations, performance management, workforce planning, compliance, engagement, and organizational effectiveness. The ideal candidate is approachable, solutions-...
$500 per week
Solar Sales Representative Momentum Solar, founded in 2009, is one of the fastest growing companies in the renewable energy space. We are recognized as the Solar Power World #1 Residential Installer of 2020 and the Inc. Magazine Best Places to Work. We want to help...Base plus commissionFor contractorsWeekend work$17.75 - $23.5 per hour
...Qualifications Bachelor’s degree in accounting, finance, or a related field Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services Experience asking questions and recommending solutions based on...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift- ...eyewear and eyecare industry. Job Description General Function: The specialized advisor is responsible for supporting the management team by demonstrating superior sales behaviors and leadership on the floor, fostering a positive work environment, and executing...Minimum wagePart timeLocal areaFlexible hoursAfternoon shift
$17 - $21.25 per hour
...Guiding Principles by demonstrating Customer Focus, Instilling Trust, Driving Engagement and Delivering Results with High Performance. Manages Complexity — Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. Plans...Local areaFlexible hoursShift workNight shift- Teachers Federal Credit Union in Wading River is seeking an Assistant Manager to assist in daily operations and enhance member relationships. This role supervises staff and ensures efficient branch operations while promoting services and resolving issues. Ideal candidates...Work at office
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