Accounting Professional Salary in North Carolina, USA

We have partnered with a Consulting Engineers for the Utility Industries company in the Raleigh, NC area to provide them with a Senior Financial AnalystPrioritized Must Have Skills for the Senior Financial Analyst:#1. 10 plus years of utility and rate experience such as energy companies, electrical, gas, solar, wind, water, sewer, municipal and government.#2. Bachelor’s degree in accounting, finance, or mathematics. CPA or MBA preferred.#3. Must be proficient in Excel, Access, PowerPoint, Word, and other MS Office applications.#4. Utility experience is a must.Responsibilities of the Senior Financial Analyst:This position will support the Financial Services Department in providing professional accounting and financial-related advisory services to municipal utilities and electric cooperatives. Skills include:Updating, reviewing, and building Excel models and Access databases.Completing and managing cost-of-service studies.Designing utility rates.Assisting in preparation of financial planning and forecasting.Providing cost/benefit analyses.Preparing and/or giving presentations.Giving expert testimony on behalf of our clients.This position reports to the Vice President of Financial Services. This position may temporarily, or on an ongoing basis, direct the activities of others as determined appropriate by supervisory personnel.Requirements for the Senior Financial Analyst:Must be organized and detail oriented.Must be able to work independently and part of a team.Must be able to manage time across multiple projects.Must have a thorough working knowledge of utility rates, cost allocation methodologies, and regulatory accounting procedures.Must understand the technological, market, and commercial trends driving the current utility industry transformation.Must build and maintain long-term project and business advisory relationships, including actively participating in industry groups.The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.Minimum Qualifications:10+ years of rate and/or utility experience.Bachelor’s degree in accounting, finance, or mathematics. CPA or MBA preferred.Must be proficient in Excel, Access, PowerPoint, Word, and other MS Office applications.Utility experience is a must.

Job InformationYou have the knowledge, now gain the experience!Bobcat's student program is an opportunity created to empower young professionals, like you. Whether you're looking for on the job experience, testing the waters in a desired career path, or hoping for a foot in the door with us, we have an experience designed specifically for you and your aspirations. As a Co-op or Intern you will be presented the tools to further your professional development, apply your schooling to real-world projects, and gain hands-on experience while completing your undergrad degree.Co-op: An 8-month long opportunity, Co-op positions are a full-time employment experience. Co-ops are fully immersed into the worlds of corporate and production industry as a full-time team member.Internship: A semester long opportunity, Internships positions are a part-time employment experience. With the opportunity to extend multiple semesters, Interns tap into the foundations of our corporate and production industries.Co-op and Intern opportunities span across 18 of Bobcat's different functions.Role & ResponsibilityFinance:Creation/Documentation/Maintenance of Monthly Management ReportsImprove/Maintain Balance sheet reconciliations for multiple branchesValidation of mappings from local ledger to corporate ledgerAd hoc Financial Analysis and follow-up on monthly reporting packageGeneral Accounting:Complete monthly Journal Entries through Oracle softwareSubmit month end financials into BPC software and complete BPC to Oracle reconciliationComplete module closes at month end, i.e.: AR, AP, Fixed AssetsReconcile balance sheet accounts through Blackline software throughout the monthAssist in the Chart of Account process by adding accounts and mapping in OracleJob RequirementFreshman, Sophomore, Junior, or Senior standing seeking a degree in Business Administration, Finance, or AccountingWorking knowledge of Microsoft Office Suite (Word, Excel, Access & PowerPoint)A self-starter and will dig into problems independently and will look for limited guidanceTravel Required: < 10%#WayUp

Application Instructions:External Applicants: Please upload your resume on the Apply screen. Your application will automatically populate your resume details, and you may verify and update data on the My Information page. Please add your cover letter and any other documents required for the position to the Resume/CV document upload section at the bottom of the My Experience application page. Use the Select Files button to add multiple documents including your cover letter and supporting documents. The My Experience page is the only opportunity to add your cover letter and supporting document attachments. You will not be able to modify your application after you submit it. Current Employees: Apply from your existing Workday account. Do not apply from the website. Log in to Workday. Click on the Jobs Hub and select Browse Jobs. Locate the position and click Apply. Update your Education and Job History. ** Cover letter required for all positions and optional for facilities, campus services, and hospitality positions unless otherwise specified.Job Description SummaryJob DescriptionEssential Functions:Co-leads the monthly and quarterly closing process. Responsible for maintaining, communicating, and ensuring deadlines for task lists and schedules related to the monthly and quarterly closing process. Assists with the mid-year and year-end close process.Maintains a comprehensive listing of all uploads. Ensures all uploads are received and posted during the closing process. Troubleshoot issues for internal finance users related to uploads.Review all integrations are appropriately posted during month-end.Review campus journal entries for accuracy before posting to the General Ledger and communicate needed changes to campus users to include training as required.Maintains the recurring journal entry process to include updates, task generation, and new setups.Responsible for review and set up of prepaid invoices.Ensures all financial transactions are correctly recorded and reported, including reviewing trial balance and fund champion assigned sections. Ensures all fund champion and trial balance questions are researched and answered promptly.Responsible for the timely preparation and review of various monthly, quarterly, and annual balance sheet account reconciliations.Serves as a backup for routine Finance Administration Workday maintenance for the general ledger.Serves as a backup for analyzing intercompany activity between Reynolda Campus and the School of Medicine and Reynolda House, including review of journal entries to record transactions between entities, monthly reconciliation of multiple swap balances, and monitoring of A/R aging schedules.Serves as backup for all daily banking functions.Provides customer support by fielding internal and external questions in the shared inbox for General Accounting.Co-leads system testing for Workday upgrades and enhancement functionality for cash and banking. Ensures cash and banking testing is complete. Assists with general ledger testing.Assists in facilitating finance classes or on-demand training needs for the General Accounting and Reporting group.In conjunction with the Senior Manager, General Accounting and Reporting develops processes to streamline and improve the efficiency and accuracy of recording financial activity.Assists with developing, documenting, and communicating financial policies and procedures related to financial accounting and reporting.Performs other related duties as assigned.Required Education, Knowledge, Skills, Abilities:Bachelor's degree in accounting and a minimum of three years of related work experience.Strong organizational and critical thinking skills.Proficiency in Microsoft Office with moderate skills in Excel (vlookup and pivot tables)Ability to work independently and to prioritize workload; ability to manage multiple tasks under pressure and is highly adaptable to rapidly changing priorities; excellent time management skills; ability to organize personal workflow; recognizes that a multitude of deliverables may have to be completed with minimum notice and that time is of the essence.Comfortable with new technologies and proven ability to quickly acquire knowledge of new systems. Ability to understand system design and flows and utilize that knowledge to test and implement new functionality or improvements.Ability to analyze, interpret, and apply policies and reporting requirements; familiarity with sources for researching higher education issues preferred.Excellent customer service skills, requiring extensive contact with the campus community and subsidiary organizations.Ability to work positively in a demanding, fast-paced, team-oriented environment independently and collaboratively.Ability to handle sensitive information confidentially.Must be an initiative-taker with unquestionable integrity and a strong sense of professional ethics.Effective written and verbal communication skills.Demonstrated commitment to the University's values and mission.Preferred Education, Knowledge, Skills, Abilities:Experience in finance and accounting in a higher education environment.Experience with Workday Financials.Additional Job DescriptionNote:This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by the employee's supervisor.To provide a safe learning and living community, Wake Forest University conducts background investigations and drug screens for all final candidates being considered for employment.Wake Forest seeks to recruit and retain a diverse workforce and encourages qualified candidates across all group demographics to apply.Time Type RequirementFull timeNote to Applicant:This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor.In order to provide a safe and productive learning and living community, Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment.Wake Forest seeks to recruit and retain a diverse workforce while promoting an inclusive work environment committed to excellence in the spirit of Pro Humanitate. In adherence with applicable laws and as provided by University policies, the University prohibits discrimination in its employment practices on the basis of race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and veteran status and encourages qualified candidates across all group demographics to apply.

Senior Associate, Tax ServicesGreerWalker LLP is one of Charlotte's leading accounting and business advisory firms, providing high quality accounting, tax and advisory services with a personal touch to a wide range of business and individual clients. GreerWalker is a member of the RSM Alliance, providing access to a wide range of opportunities for our professionals.In addition to our culture of excellence, GreerWalker is recognized as one of the nations "Best of the Best" accounting firms by Inside Public Accounting. We have also been designated as an Employer of Choice in the Charlotte market for creating an environment that emphasizes a balanced life, meaningful work, continuous professional and personal development, and the obligation to positively impact the community. For the last 30 years these objectives have separated GreerWalker from our competition, and have helped us create an environment that is beyond compare. We offer a more personalized work environment, minimal out-of-town travel and exposure to multiple facets of our growing client base.Grow Your Career at GreerWalkerAs a Senior Associate in our Tax practice, you will take on the reviewing role which encompasses many complex responsibilities required in order to deliver exceptional client service. You will work on a wide variety of engagements by preforming the following duties.JOB RESPONSIBILITIES:Prepare and review federal corporate (C and S) and multi-state tax returns, and partnership returnsPrepare and review basic and intermediate individual tax returnsPrepare adjusting journal entries for tax purposes.Respond to tax noticesPrepare tax technical memorandums and correspondenceCreate tax depreciation schedules including proper classification of assetsResearch complex tax issues using internal revenue code, treasury regulations and other relevant authorities/guidanceParticipate in client meetings and serve as the Engagement Lead on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverable development.Participate in the tax planning process, including preparing tax projections.Supervise, train, and mentor associates and interns on tax process and assess performance of staff for engagement reviews; perform in-charge role as neededReview compliance and other work performed by associates and assist in their career developmentPerform other duties as needed on engagements and as assigned by supervisory personnelAttend professional development and training sessions on a regular basis.QUALIFICATIONS:3-4 years of tax preparation or reviewing experience in a public accounting or professional services firm is requiredExcellent project management, analytical, interpersonal, oral and written communication skills.Demonstrated ability to function well in a team setting and interact with professionals at all levelsSuperior client service focus.Ability to thrive and adapt in a fast-paced, dynamic environment.Integrity, dependability, and trustworthiness.Ability to succinctly communicate and document procedures performed.Ability to supervise other staff while maintaining multiple client engagements and competing priorities.Strong leadership, training and mentoring skillsStrong computer skills with general office use software and an ability to adapt to new software applications.Foreign language skills (particularly German) a plusEDUCATION and LICENSES:Bachelor's degree in accounting. Masters in accounting preferred.CPA license in good standing is preferred. WORKING CONDITIONS:Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles.At GreerWalker, LLP, we believe in our core values: leading a balanced life, excellence in everything we do, leadership by example, integrity, being an employer of choice, being visible and active in the community and providing extraordinary client service. We are committed to fostering an environment and providing opportunities which allow our associates to reach their maximum potential.EOENo Agencies Please

A member of the S&P 500 Index, Martin Marietta is an American-based company and a leading supplier of heavy building materials - including aggregates, cement, ready-mixed concrete and asphalt. Through a network of operations spanning 28 states, Canada and the Bahamas, dedicated Martin Marietta teams supply the foundational resources upon which our communities thrive. Martin Marietta'sMagnesia Specialtiesbusiness produces high-purity magnesia and dolomitic lime products used worldwide in environmental, industrial, agricultural and specialty applications.At Martin Marietta, we strive to work with the best and the brightest - those who have the potential to become our company's future leaders. Each of our roughly 9,500 people shares a common purpose regardless of their professional role or work environment. Together, we utilize our diverse skills and experiences to drive our company and its extraordinary culture forward. Our aim is to build on our foundation of success and help values-driven and hardworking people realize their full potential. When you decide to invest your career in Martin Marietta, you'll know what it's like to be respected, challenged and rewarded.To learn more about Martin Marietta and ourONEteam, visitcareersthatcrush.com.The Position:The Senior Accountant role will be based out of our East Division Office in Raleigh, North Carolina and be directly responsible for the support of our East Tennessee District reporting to the Division Controller. Consistent travel to our Eastern Tennessee locations - 30% around month/quarter ends and as-needed for the business to become familiar with locations and key personnel.A typical day for a Senior Accountant may include:Demonstrate a commitment to communicating, improving, and adhering to safety policies in all work environments and areas.Produce Financial closings - monthly, quarterly, annually.Ensure compliance with policies, procedures and internal controls and provide guidance to district internal controls as neededProvide analysis support for CAPEX requests and justificationProduction of monthly reportingCompile, analyze and report Key Performance Indicators (KPIs)Work with plant personnel to track, record, and reconcile daily plant performance and production.Provide guidance to ensure the district internal controls are in place and effective.Acquire strong knowledge of the business.Support and partner with Corporate, Division and District management teams as the District's key point of contact for financial mattersPerform standard and ad hoc analyses for management to support key business decisionsDemonstrate a commitment to communicating, improving and adhering to safety policies in all work environments and areasIdentify and implement improvements in processes, reporting and analysesYou may be a good fit if you have:Bachelor's degree in Finance or AccountingProfessional designation preferred (CPA or CMA)Experience with and knowledge of JD Edwards, Blackline, Mpower, Planning Analytics5+ years of finance/accounting experienceManufacturing or construction materials experience a plusStrong ability to work independently.Exceptional interpersonal skills - verbal and written.Demonstrated ability in financial/business analysis.Excellent computer skills including Microsoft OfficeGAAP knowledge

I am a busy entrepreneur based in Charlotte, NC seeking a professional FT Executive Assistant and Part-time/Limited House Manager. I have founded and operate multiple successful businesses and prefer to focus on high-level activities and thus need dependable, detail-oriented help with some of the finer details. I work hard, don't take myself too seriously, do not have a ego, am a big team-player, love mentoring and helping younger goal-oriented people grow and achieve their dreams. My goal would be to help you learn and grow, while you do the same for me and my family.Professional Qualifications:Takes initiative On the ball - text, phone, email - timely and responsive Well spoken and good computer skills - email, basic excel, word documentsHigh attention to detail and pride of ownership/workTrustworthy, no criminal background, clean driving record Strongly Preferred - all or some (Professional):College educated, interested in real estate, likes to learn new things and take on new challengesVlog interest - good with taking video and editing Interest in real estate Interest in entrepreneurship Interest in philanthropySocial media Professional Responsibilities:Work in office +/- 4 days a week ideally - fun and entrepreneurial office environment in South End Help me stay organized Email Inbox mgmtProfessional representative of my business interests Personal accounting, bill payingProcess mail 3x/weekProperty insurance managementManage my social media accountsSet appointments / manage calendarBook travel LLC annual reportsSelf manage a few rental properties Eventually, manage a vacation rental Airbnb of mine remotely (easy, just requires being responsive)Research Work with my Bookeeper as needed Track various new hospitality projects (new restaurants and bars)Philanthropy interest - help manage non profits and room for growth here Personal Qualifications: Family oriented and family friendly Experienced and interactive with kids Must love dogs Easy going, easy to be around, kind, careful, considerateMorally soundPersonal Responsibilities:Driving kids (will pay mileage) +/- 6 hrs per week Pool upkeep, hot tub, house projectsVarious household activitiesStay at our home when we travel or watch dogs when family travels at our home Takes dogs to vet occasionally Watch kids on average 5-8 hrs per week after hours or possible overnight stays with kids if neededOrganization around houseHelp with car washes, inspections, oil changes Amazon returns Assist my parents occasionally when needed (they live very nearby me in Mint Hill)Helps with errands if needed. Interested Individuals Should Apply By:Sending a resumeCompleting the video interview questions here: https://videebop.com/NOCZO

Execute financial, operational, and compliance audits to evaluate the effectiveness of internal controls, risk management practices, and adherence to company policies and procedures.Perform audits of various manufacturing processes, including inventory management, production, procurement, and cost accounting, to assess their efficiency and accuracy.Ensure compliance with relevant accounting principles, industry standards, legal requirements, and company policies.Prepare comprehensive and organized audit work papers, documenting audit procedures, findings, and recommendations.Present audit reports to the management, highlighting key audit findings and proposing corrective actions.Collaborate with cross-functional teams, including finance, operations, and compliance, to gather information and ensure a smooth audit process.Communicate effectively with team members, management, and other stakeholders to address audit-related matters and share best practices.Participate in process improvement initiatives, suggesting enhancements to audit methodologies and practices to increase efficiency and effectiveness.MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.Minimum of 1 year of experience in internal auditing, with a specific focus on operational audits within the manufacturing industryBachelor's degree in Accounting, Finance, or a related field.Professional certification (e.g., CPA, CIA) is preferred but not mandatory.Previous experience in auditing, preferably within a manufacturing environment, is an advantage.Strong understanding of accounting principles, auditing standards, and regulatory requirements.Proficient in using auditing software, ERP systems, and Microsoft Office applications.Excellent analytical skills with the ability to interpret financial data and identify anomalies.Detail-oriented, well-organized, and capable of managing multiple tasks simultaneously.Strong communication and interpersonal skills, with the ability to work collaboratively in a team-oriented environment.Integrity, objectivity, and a commitment to maintaining confidentiality in handling sensitive financial information.

At PayPal (NASDAQ: PYPL), we believe that every person has the right to participate fully in the global economy. Our mission is to revolutionize commerce globally to make moving money, selling and shopping, personalized and secure.Job Description Summary:In your role as a Senior Manager, you will:Collaborate with our business partners in Treasury and Credit to provide technical accounting guidance for specific transactions. Work as part of a highly-engaged technical accounting team to support various initiatives across our broader Controllership and Finance organizations.Implement new accounting standards as issued and stay informed of specific projects being undertaken by the FASB.Job Description:Responsibilities:The Senior Manager, Accounting Policy Group will partner with PayPal business leaders and the wider PayPal finance organization as a lead voice on technical accounting and reporting matters.Job Requirements:Provide technical accounting expertise and leadership to the finance and business organizations on the consequences of accounting issues impacting our businessConsult with business partners regularly to ensure awareness of significant transactions and potential accounting impactAssist in structuring transactions to optimize operational and accounting consequencesAssess the impact of complex technical accounting matters, apply professional judgment, and manage to conclusionLead the assessment, implementation, and compliance with new and proposed accounting and reporting standardsAssist with and present accounting issues and finance projects for PayPal executive teamProvide technical accounting support within finance transformation work programs and other process enhancementsProvide technical accounting training to broader finance team and business partnersCollaborate with PayPal's financial reporting team to provide technical expertise related to our financial statements and disclosuresLead a variety of special projectsBasic Qualifications:Minimum ten years of related experience; solid experience with top tier public accounting firm essential; experience in Financial Services industry is required.Bachelor's Degree in Finance, Accounting, or related field and equivalent work experience.CPA is required.Hands on experience in dealing with a wide variety of complex accounting issues and applicable US GAAP; with a specific emphasis on loan accounting and credit losses, financial instruments, derivatives and hedging, fair value accounting, and loan sales or securitizations.Strong leadership, organizational and problem resolution skills, ability to work with diverse groups.Ability to research accounting related to complex transactions and communicate to various levels of management in a simplified manner.Manage complexity and ambiquity and apply strong professional judgmentExcellent verbal and written communication along with superior presentation skills.Proactive and creative approach, strong analytical skills with good sense of humor and ability to create and maintain a balanced, positive work environment.Ability to lead, organize, and manage projects beginning to end that require coordinated efforts across multiple functions (e.g., Accounting, Tax, FP&A, Treasury, Legal, Operations)Ability to exercise discretion, and judgment.Excellent interpersonal skills.Additional Job Description:Subsidiary:PayPalTravel Percent:0-PayPal is committed to fair and equitable compensation practices.Actual Compensation is based on various factors including but not limited to work location, and relevant skills and experience.The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit https://www.paypalbenefits.com.The U.S. national annual pay range for this role is$99300 to $216040Our Benefits:At PayPal, we're committed to building an equitable and inclusive global economy. And we can't do this without our most important asset-you. That's why we offer benefits to help you thrive in every stage of life. We champion your financial, physical, and mental health by offering valuable benefits and resources to help you care for the whole you.We have great benefits including a flexible work environment, employee shares options, health and life insurance and more. To learn more about our benefits please visit https://www.paypalbenefits.comWho We Are:Click Here to learn more about our culture and community.PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visithttps://www.paypal.com , https://about.pypl.comand https://investor.pypl.com.PayPal provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, PayPal will provide reasonable accommodations for qualified individuals with disabilities. If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at [email protected] general requests for consideration of your skills, please Join Our Talent Community.Notice to Applicants and Employees who reside within New York City. Click here to view the notice.

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: 1. Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. 2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. 3. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions. 4. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. How Bankers Life will provide support: 1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. 2. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. 3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. 4. Advancement Opportunities - Benefit-eligible management positions within local branch structure. What makes a great Financial Services Professional? 1. Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. 2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. 3. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. 4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. About us: With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions. Compensation & Benefits: • Commission structure designed to grow with you • Renewable income and Bonus programs • Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more • Retirement Savings Program Note: Applicants must reside in the state of position to be considered.

Overview Introduction The Finance Division has the responsibility for the fiscal integrity of the North Carolina Municipal Power Agency #1 (NCMPA1), North Carolina Eastern Municipal Power Agency (NCEMPA), and ElectriCities of North Carolina, Inc. (ElectriCities). Through appropriate planning, managing, controlling, and monitoring of the financial activities of the entities the Finance Division establishes an environment that fosters fiscally sound decisions. Responsibilities Major Duties and Responsibilities (the occupant is expected to become proficient in all the responsibilities outlined herein) Duties related to Investment Activities: + Daily cash flow management and forecasting for all Power Agency and ElectriCities accounts. + Daily management of all monies and investment securities of both short-term and long-term funds for all NCEMPA accounts, managed by receiving quotations and within established investment guidelines. + Daily management of all short-term funds (less than 1 year) for NCMPA#1 and for overseeing investment advisor who manages the long-term investments. + Maintain knowledge of requirements and restrictions of each fund and assist in ensuring that the portfolios are in compliance with governing documents. Updating and maintaining investment guidelines in a timely manner, under the direction of the Chief Financial Officer. + Direct the settlement of all purchases, sales and activities of investment securities between the Agencies' brokers/dealers and/or banks. + Process and verify all input/output of investment activity into the investment portfolio system, conduct end-of-month summary reconciliations by fund, and interface with the Accounting Department and Management on such activity/reconciliations. + Utilize Bloomberg to gather data regarding paydowns for each Mortgage-Backed security in the portfolio, and other security needs. + Monitor investment portfolio system reports to ensure accuracy of portfolio information by identifying and resolving errors and reporting problems to the vendor, following up to make sure problems are resolved. + Lead in the development of monthly, quarterly, and annual Treasury Department reports. + Verify, review, and monitor underlying collateral for repurchase agreements with broker/dealers. + Administer all wire/transfers, transfers between accounts, ACH, EFT, and other daily cash transactions utilizing proprietary banking software and monitor cash balances in all of the Agencies’ accounts daily to include: + Establish repetitive wires, transfers and ACH with the banks/concerned parties, revising when necessary. Maintain bank connected systems. + Contact and set up vendors/participants for electronic payments, maintain changes and resolve problems. + Price investment portfolio monthly with current market prices using ICE Data pricing service. + Establish bank accounts and trust accounts for custody of monies as required and maintain good relationships with the various banking institutions. + Research, identify, and coordinate the correcting of bank and/or broker/dealer errors in the delivery of investment securities in a timely manner. Monitor and take actions to minimize bank fees. Monitor safekeeping activity and account analyses to ensure accuracy of reported transactions and resolve errors. + Develop and maintain relationships with brokers. Maintain signatures/authorized officers with the appropriate parties to all agreements. + Review new services/products offered by brokers/banks and provide recommendations to leadership regarding how best to address any potential changes. + Provide reports and information as requested to accounting department, auditors, Chief Financial Officer and our attorneys. + Direct the creation and submission of compliance reports to Trustee Banks and others. + Prepare the annual Investment Management reports/presentations for ElectriCities, NCMPA#1 and NCEMPA in collaboration with our investment advisor. Duties related to Debt Activities: + Prepare, verify, and execute the interest and/or principal payments to Bond Trustee and various fee payments on outstanding debt of each Agency. Prepare and maintain semiannual debt service schedules for bonds. Update debt service schedules after bond issuance or defeasance. Maintain debt information in our debt management system, assimilating data from new bond issues. + Prepare, verify and execute the interest payments for variable rate securities, interest rate swap agreements and lines of credit. Develop and maintain any necessary spreadsheets. + Provide updated debt information as necessary to all internal ElectriCities departments and outside parties. + Maintain additional data to monitor all debt of the Power Agencies. + Process inquiries from bondholders and investors regarding lost bonds/interest payments/called bonds, etc., ensuring prompt and satisfactory resolution of any principal/interest payment by bond fund trustees. + Respond to inquiries from investors/brokers/analyst regarding the Agency or the Agency’s debt. + Review and process necessary documentation regarding lost securities and then provide authorizations for replacement or payment. + Assist in the preparation and execution of debt issues and coordinate the necessary transfers to facilitate bond closings and monitor cost of issuance. + Work with Bond Tax Counsel on arbitrage rebate and yield restriction calculations for each bond issue, as required by Federal Tax Regulations by providing investment activity and interest reports as well as other data necessary to accurately file required tax forms. Prepare, develop and coordinate with the various financial, legal and engineering consultants in the preparation of Preliminary and Official Statements for the issuance of debt to refinance existing outstanding debt or to finance agency projects. + Maintains knowledge of ElectriCities and Power Agency issues for monitoring continuing disclosure requirements and work with the Finance team to ensure posting to the Electronic Municipal Market Access (EMMA) in a timely manner. Other duties: + Monitor, review and submit for approval, bank fees and expenses and other Treasury related invoices, including the input of Purchase Requisitions for such invoices. + Work with the Finance team to provide future interest rates for Power Agency budgets. Recommend investment income projections and debt service and other treasury-related agency expenses for Power Agency budgets. + Prepare and file semi-annual reports for the Local Government Commission, as required by State Statutes, regarding investments. Prepare Annual INV-91 Notification of Public Deposit report and file with the Department of State Treasury. Prepare other necessary reports relative to treasury operations. + Work with auditors to provide necessary Treasury information, including tables for the Notes to Financial Statements related to investments. + Lead in the development of a document retention process to ensure historically relevant, business sensitive Treasury documents are captured and maintained within ElectriCities’ document retention file system(s). + Foster an environment of teamwork to effectively coordinate with the ElectriCities’ departments and personnel providing any enhancements that may be needed. + Perform other duties as assigned. Controls The Senior Treasury Specialist works under the general supervision of the Vice President, Finance, who reviews the individual's work performance periodically in terms of overall effectiveness and provides professional and administrative guidance as needed. The Vice President, Finance approves vacations and other time off. This position is exempt from the overtime provisions of the Fair Labor Standards Act. Physical Requirements The Senior Treasury Specialist must maintain the physical condition necessary to perform tasks in an office setting such as operating a personal computer, keyboard, and other peripheral equipment. Occasional travel is required to other NC office locations or other NC locations for business development purposes. Travel may also be required for training and development purposes. Qualifications Qualifications + A bachelor’s degree in accounting, finance or a related field and/or at least 10 years’ cash management, treasury, and/or accounting experience. + Proficiency in the MS Office Suite and prior experience with investment, debt, and banking systems or applications. + Demonstrated ability to investigate, assess and learn new technologies and direct the successful adoption and implementation. + Exceptional attention to detail and organizational skills. + Demonstrated ability to analyze problems quickly and work under critical time frames. + Willingness to assume accountability and work independently with only general guidance. + Excellent communication skills and the ability to collaborate effectively with all levels of the organization and outside sources. About ElectriCities ElectriCities of North Carolina, Inc., is the membership organization that provides power supply and related critical services to over 90 community-owned electric systems in North Carolina, South Carolina, and Virginia—collectively known as public power. ElectriCities manages the power supply for two power agencies in North Carolina and provides technical services to assist members in operating their electric distribution systems. ElectriCities also helps these locally owned and operated public power providers thrive today and in the future by delivering innovative services, including legislative, technical, communications, and economic development expertise. We offer challenging and rewarding careers in a family-friendly culture, a competitive compensation, benefits, and rewards package, as well as career development opportunities. ElectriCities is an Equal Opportunity Employer. Job LocationsUS-NC-Raleigh Posted Date1 day ago(5/15/2024 4:52 PM) ID 2024-1197 # of Openings 1