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9 jobs found

Senior Accountant / Assistant Controller (Multi-Entity + Payroll)

Lakeside Recruiters Savannah, GA

17d ago

$60k - $75k/yr Full time Manager Senior Accountant

Manager Senior Accountant

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Job Description

The Senior Accountant / Assistant Controller is an onsite role that supports multi-entity financial operations for Tran Capital Management, including Rhino Hospitality Group and White Birch Property Management. The position encompasses financial reporting, general ledger oversight, month-end close, compliance, payroll and tax support, with opportunities to advance into a Controller-level role.

Responsibilities

Prepare monthly, quarterly, and annual financial statements across all entities
Manage or co-manage the month-end and year-end close processes
Reconcile balance sheet accounts and review journal entries for accuracy
Provide variance analyses and executive reporting packages for leadership
Maintain the integrity of the general ledger across multiple entities
Oversee accounts payable and accounts receivable functions ensuring timely processing
Review and approve bank reconciliations
Support fixed asset tracking, depreciation schedules, and capital project accounting
Assure adherence to GAAP and internal accounting policies
Assist with external and internal audit preparation and documentation
Identify control gaps and recommend process improvements
Maintain up-to-date documentation for accounting procedures and policies
Assist with payroll review, reconciliation, and reporting
Support sales tax, property tax, and other applicable tax filings
Coordinate with external CPAs or tax advisors as directed by the Controller
Supervise or mentor accounting staff such as AP clerks and bookkeepers as needed
Collaborate with operations, property management, and restaurant teams
Support accounting systems implementation and process automation initiatives
Provide ad hoc financial analysis and reporting as requested by the Controller or executive team

Requirements

Bachelor's degree in Accounting or Finance, or equivalent with an Associate's degree
CPA license or active CPA candidacy preferred
3–5+ years of progressive accounting experience required
Multi-entity or multi-industry experience preferred
Hospitality, real estate, or property management experience is a significant plus
Proficiency in accounting software such as QuickBooks, Sage Intacct, Restaurant365, AppFolio, or equivalent
Advanced Excel skills and experience with financial reporting tools preferred
Familiarity with payroll platforms such as ADP, Rippling, or similar
High attention to detail with strong organizational abilities
Ability to manage multiple priorities in a fast-paced, multi-entity environment
Strong written and verbal communication skills
Professional discretion with sensitive financial information

Technologies

QuickBooks
Sage Intacct
Restaurant365
AppFolio
ADP
Rippling
Microsoft Excel

Benefits

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

About the Opportunity

Tran Capital Management seeks a hands-on Senior Accountant / Assistant Controller to manage financial operations within a growing, multi-entity framework. The role entails close collaboration with leadership across hospitality, real estate, and property management segments, while exposing the successful candidate to high level financial strategy and operations.

Position Summary

The Assistant Controller supports the Controller in overseeing day-to-day accounting for Tran Capital Management and its affiliated entities, including Rhino Hospitality Group and White Birch Property Management. Responsibilities include financial reporting, general ledger oversight, month-end close, and ensuring compliance with accounting standards and internal controls across a diverse portfolio.

Reporting Structure

The position reports directly to the Controller and works in partnership with the COO and the executive team. Supervisory responsibilities for accounting support staff may be assigned as the organization expands.

Why Join Tran Capital Management

Exposure to a diverse, multi-entity portfolio across hospitality and real estate
Direct collaboration with executive leadership
Clear path toward a Controller-level position
Stable, full-time employment with comprehensive benefits

Pay

USD 60,000 - 75,000 per year

Work Location

Savannah, GA (onsite)

Apply

Qualified accounting professionals ready to advance their careers are invited to submit their application. Include details of relevant experience and qualifications to initiate the connection.

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Treasury Management Officer, Cleveland

Dollar Bank Cleveland, OH Hybrid

22d ago

Full time Banking Business Development Cash Management

Banking Business Development Cash Management

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Job Description

Based in Cleveland, OH with a hybrid work arrangement, the Treasury Management Officer is a client-focused sales professional responsible for self-sourcing new business and selling treasury management solutions to business clients, while developing strategic sales plans and coordinating with internal teams to ensure effective implementation and ongoing service.

Responsibilities

Independently identify and cultivate new client relationships through targeted networking, referrals, and outreach.
Build and coordinate internal partnerships with Corporate Banking, Commercial Real Estate, Private Banking, and Business Banking to support calling efforts and promote treasury management services to borrowing clients.
Serve as an internal reference on the bank’s treasury management services, providing information without reliance on Product Management.
Establish and develop relationships with referral sources to communicate the bank's philosophy and team approach to relationship building.
Liaise with asset divisions and the Treasury Management Product team for training and new product development needs.
Respond to and resolve client inquiries and issues in collaboration with the Treasury Management Team.
Demonstrate the ability to effectively lead meetings or project assignments.

Requirements

High School Diploma or GED required; Bachelor’s degree preferred.
Three years of sales experience in banking with demonstrated working knowledge of Treasury Management products.
Proven sales track record, ideally within treasury management or financial services, with experience in self-sourcing new relationships.
Strong communication skills, both oral and written.
Ability to work independently and exercise good judgment.
Client-focused approach; able to uncover underlying needs, follow through on questions and requests, and view each interaction as an opportunity.
Proficient in MS Office.
Knowledge of banking systems and branch operations.
Valid driver’s license and access to a reliable vehicle.

Technologies

MS Office

Qualifications

High School Diploma/GED required; Bachelor’s degree preferred.
Three years of sales experience in banking with demonstrated working knowledge of Treasury Management products.
Proven sales track record in treasury management or financial services, with self-sourcing experience.
Strong communication skills, both oral and written.
Ability to work independently and exercise good judgment.
Client-focused; ability to uncover needs, address inquiries, and follow through on requests.
Proficient in MS Office.
Knowledge of banking systems and branch operations.
Valid driver’s license and access to a reliable vehicle.

Principal Activities and Duties

Self-source and cultivate new client relationships through networking, referrals, and outreach.
Develop and manage internal partnerships with Corporate Banking, Commercial Real Estate, Private Banking, and Business Banking to assist them with calling efforts and sell treasury management services to borrowing clients of the Bank.
Act as a reference for internal and partner inquiries about the bank’s treasury management services without reliance on Product Management for information.
Cultivate and develop relationships with referral sources regarding the bank’s philosophy and team approach to relationship building.
Act as a liaison for the various assets divisions and Treasury Management Product for training and new product development needs.
Respond to and resolve client inquiries and issues with the help of the Treasury Management Team.
Ability to effectively lead a meeting and/or project assignment.

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Investment Advisor Representative

The Quintessential Experience Jericho, NY

26d ago

$60k - $128k/yr Full time Advisor Commission-based Entry Level

Advisor Commission-based Entry Level

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Job Description

Overview

Join The Quintessential Experience Financial Services as an Investment Advisor Representative. This role supports individuals, business owners, and families in securing their financial futures by delivering tailored solutions from a broad portfolio of products. You will be part of a growth‑oriented, entrepreneurial environment with access to strong sales tools and a wide network, enabling you to focus on activities that drive results. We are expanding our team on Long Island, NY, with opportunities to work in Jericho and Hauppauge. This position is suitable for entry level professionals, career changers, or experienced agents and advisors pursuing a management path in financial services.

What you will do

Work directly with individuals, business owners, and families to help secure their financial futures.
Provide solutions drawn from a broad portfolio of innovative products to meet client goals.
Collaborate with in‑house specialist advisors in areas such as Fee Based Wealth Management, Estate Planning, Business Planning, and Financial and Retirement Planning.
Join an entrepreneurial network with access to powerful sales tools and a large resource network to drive results.

Compensation and Benefits

Base compensation ranges from $60,000 to $128,000 per year.

Benefits include 401(k), 401(k) matching, dental insurance, disability insurance, employee assistance program, flexible schedule, health insurance, life insurance, professional development assistance, referral program, retirement plan, tuition reimbursement, and vision insurance.
Schedule options are flexible.

Supplemental Pay: Bonus pay and Commission pay.

Who should consider this opportunity

We provide resources, support, and one‑on‑one training to help you leverage prior experience in fields such as law, banking, sales, marketing, accounting, management, finance, real estate, mortgage, and business development. Successful candidates come from diverse backgrounds, including teachers, lawyers, business owners, engineers, and military personnel transitioning to civilian life. A strong communication ability, a solid work ethic, and a desire to succeed are essential. We welcome entrepreneurial‑minded individuals seeking a management career path in the New York area.

Education and Experience

Education: Bachelor's degree preferred.
Experience: Sales 3 years preferred; Business development 3 years preferred.

Location and Training

Work Location: Jericho, NY and Hauppauge, NY. This role is based on Long Island, NY.

Paid Training: Yes
License reimbursement, training, and ongoing education provided.
Opportunity to learn from experienced in‑house specialists across Fee Based Wealth Management, Estate Planning, Business Planning, and Financial and Retirement Planning.

How to Learn More

To learn more or apply, please contact us or visit TQEfinancial.com.

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Senior Associate Real Estate Acquisitions & Networking focus

Ballast Point Capital Tampa, FL Hybrid

30d ago

Full time Senior Acquisitions Associate

Senior Acquisitions Associate

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Job Description

The Opportunity

Ballast Point Capital is seeking a proactive Senior Associate to join the investment team. This role blends hands on underwriting with proactive deal sourcing, offering a meaningful departure from a traditional back office analyst position. You will play a key part in expanding our footprint by handling both the quantitative analysis behind opportunities and the relationship network that brings them to our desk. In addition to the core real estate portfolio, you will gain exposure to private credit opportunities and private equity, providing a broad view across the capital stack.

Key Responsibilities

Deal Sourcing & Networking
- The Face of the Firm: Represent the Family Office at industry conferences, local real estate events, and social functions to build a robust pipeline of off market opportunities.
- Relationship Management: Cultivate and maintain deep relationships with brokers, developers, and lenders.
- Pipeline Growth: Proactively identify and "hunt" for new acquisition targets that align with our investment mandates.
Underwriting & Analysis
- Deal Evaluation: Perform rigorous financial underwriting for new real estate acquisitions and private credit opportunities.
- Lease-Up Strategy: Support high value lease-up initiatives, analyzing market data to optimize occupancy and maximize NOI.
- Risk Assessment: Evaluate credit-worthiness and collateral for private lending deals, bridging the gap between real estate and debt analysis.
Portfolio Support
- Create high level investment memos for the Family Office leadership.
- Monitor market trends to identify shift points in asset classes such as Multifamily and Industrial.

The Ideal Candidate

The ideal candidate combines strong networking with disciplined underwriting. You should be comfortable working in a complex Excel model and engaging with industry professionals alike.

Experience: 2–4 years in Real Estate Investment Banking, Private Equity, or a similar high-volume brokerage environment.
Technical Savvy: High proficiency in financial modeling (DCF, IRR, NPV) and a deep understanding of real estate fundamentals.
Executive Presence: Highly professional demeanor with the ability to represent a Family Office with discretion and integrity.

Why Ballast Point Capital?

Cross-Disciplinary Exposure: Gain rare experience in both equity real estate and private credit.
High Autonomy: We value hunters. You will have the freedom to pursue deals and build your own professional brand under our banner.
Direct Impact: Work directly with decision-makers in a flat organizational structure where your deals move the needle.

Education & Credentials

Education: Master's (Preferred)
License/Certification: Real Estate License (Preferred)

Location

Hybrid remote in Tampa, FL 33602. Work Location: In person.

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PA State Certified General Real Estate Appraiser

Erie Appraisal Associates, Inc. Erie, PA

1mo ago

$20k - $72k/yr Full time Appraisal Appraiser Certified

Appraisal Appraiser Certified

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Job Description

Job Overview

Erie Appraisal Associates, Inc. seeks a PA State Certified General Real Estate Appraiser to join our team in Erie, PA 16506. In this key role, you will conduct comprehensive property valuations across a range of property types, including industrial, retail, various commercial classifications, and specialized properties. The position offers a fast paced environment dedicated to accuracy, integrity, and ongoing professional development.

Responsibilities

Perform detailed real estate appraisals for diverse property types while ensuring compliance with USPAP and PA State Certified General Appraiser licensing requirements and state regulations.
Collect and analyze data on property conditions, market trends, comparable sales, and neighborhood dynamics using GIS tools and other data collection methods.
Conduct quantitative research to evaluate property values, considering construction quality, age, location, and market demand.
Prepare clear, thorough financial reports and appraisal summaries that communicate findings effectively to clients and stakeholders.
Apply financial concepts and analysis techniques, including accounting principles and tax experience, to support valuation accuracy.
Ensure all appraisals adhere to ethical standards established by industry authorities.
Collaborate with construction professionals, real estate agents, and financial analysts to gather relevant information for comprehensive appraisals.
Utilize digital tools to streamline data management, reporting processes, and appraisal documentation.

Qualifications

Valid PA State Certified General Real Estate Appraiser license with active certification status.
Proven experience in real estate appraisal with a strong understanding of construction practices and building materials.
Solid knowledge of accounting principles, financial analysis, and quantitative methods relevant to property valuation.
Familiarity with GIS technology for spatial data analysis and mapping applications.
Strong math skills combined with the ability to interpret complex financial concepts accurately.
Excellent communication skills for preparing detailed reports and collaborating effectively with team members across disciplines.

Benefits

Flexible schedule
Health insurance
Tuition reimbursement

Salary

Pay: $19,775.00 - $71,988.00 per year

Location

Erie, PA 16506. Work Location: In person

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Certified Financial Planner

MassMutual Metro NY New York, NY

1mo ago

$175k - $205k/yr Full time Bachelor's Degree Certified CFP

Bachelor's Degree Certified CFP

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Job Description

Overview

MassMutual Metro NY is seeking driven and client-focused individuals to join our team of Certified Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in core areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success.

Location: New York, NY 10119

Responsibilities

Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability. Includes access to a full comprehensive worksite and group product portfolio.
Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines.
Comprehensive Financial Planning: Providing holistic financial guidance, including retirement planning, education funding, tax efficiency, and estate strategies.
Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being.
Develop Holistic Financial Plans.
Conduct Comprehensive Client Discovery to understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions.
Present and Implement Insurance Solutions.
Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans.
Deliver Ongoing Advice and Plan Reviews.
Ensure Compliance and Fiduciary Integrity.
Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest.
Collaborate with Internal Specialists.
Hands-on comprehensive weekly training in the office or remote.

Qualifications

Bachelor's degree in finance or related field
Experience in Financial Planning is a plus
Must be post-graduate
Life and Health License Required
SIE, Series 7, Series 63/65/66, CFP

Compensation

Compensation: $175,000 – $205,000 at plan

About the Firm

MassMutual Metro New York is a leading financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Advisors receive dedicated support through a functional leadership model, enabling them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, cultivating a culture that feels like family.

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Commercial Collections Specialist - Vendor Finance

PNC Financial Services Group Horsham, PA

1mo ago

Full time Banking Collections Commercial

Banking Collections Commercial

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Job Description

Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and foster an inclusive workplace where every employee is respected, valued, and has an opportunity to contribute to the company’s success. This Commercial Collections Specialist role in Vendor Finance is based in Horsham, PA 19044. PNC operates as an in office environment that supports a balanced, productive culture. We encourage you to connect with your recruiter and hiring manager to confirm workplace expectations and ensure the role aligns with your goals. Sponsorship for employment visas or participation in STEM OPT is not provided for this position.

Role and responsibilities

Oversee operations workflow and assist the team with executing transactions and related processes
Monitor and coordinate the operations workflow and support team members with escalated issues
Process and reconcile transactions of varying risk and financial value in accordance with established policies and procedures
Identify exceptions and serve as a point of escalation; collaborate internally to resolve escalations and provide guidance
May interact with external customers and third parties to complete transactions or resolve escalations
Coach team members and provide applicable training; may lead team huddles, meetings, and continuous improvement sessions
May provide input on team member performance and development
Provide consultation and advice to internal and external customers; review existing processes, recommend improvements, and assist with implementation
Provide input and may update standard operating procedures; participate in projects as a subject matter resource
Review transactions and related documents to verify completeness, accuracy, and conformance to service levels and procedures
Review reports to identify exceptions, monitor quality, and ensure compliance; participate in risk mitigation activities
Verify the completeness and accuracy of procedures

Values and expectations

PNC employees are expected to demonstrate a customer oriented approach and to manage risk by assessing and controlling risks in line with the Enterprise Risk Management Framework.

Qualifications

Successful candidates should display the knowledge, skills, and abilities required for this role. The following outlines the key areas including preferred skills, competencies, work experience, education, and certifications or licenses.

Preferred Skills

Analytical thinking
Commercial real estate
Competitive advantages
Consumer lending
Credit risk management
Data analytics
Decision making
Financial operations
Portfolio risk
Risk appetite

Competencies

Accuracy and attention to detail
Collection management
Managing multiple priorities
Operational functions
Problem management process
Process management
Products and services
Standard operating procedures

Work Experience

Roles at this level typically do not require a university or college degree, but related experience or product knowledge is needed to accomplish primary duties. Typically requires 3+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Associates degree

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on eligibility, options for full time employees include medical and prescription drug coverage with a Health Savings Account feature, dental and vision options; employee and spouse or child life insurance; short and long term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back up child and elder care; adoption, surrogacy, and doula reimbursement; educational assistance including select programs fully paid; and a robust wellness program with financial incentives. In addition, PNC generally provides paid time off including maternity and parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 and 25 vacation days each year, depending on career level; and years of service. For more details, visit pncthrive.com.

Disability accommodations

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com with “accommodation request” in the subject line and include your name, the job ID, and your preferred method of contact in the body. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and used only to provide needed reasonable accommodations.

Equal Employment Opportunity

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act and, for any registered role, the Safe and Fair Enforcement for Mortgage Licensing Act of 2008 and/or the Financial Industry Regulatory Authority FINRA, which prohibit the hiring of individuals with certain criminal histories.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in our hiring practices.

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J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA

JPMorganChase Irvine, CA

1mo ago

$71k - $105k/yr Full time Advisor Banking Branch

Advisor Banking Branch

Financial Services Representative

First Citizens Bank Hartsville, SC

1mo ago

Full time Branch Banking Community Engagement Consumer Lending

Branch Banking Community Engagement Consumer Lending

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