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Accounting Consultant Salary in Tennessee, USA

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Senior Consultant, Healthcare Services
Alvarez & Marsal Healthcare Industry Group, LLC, Nashville
DescriptionAlvarez & Marsal (A&M) is a premier, independent, global professional services firm specializing in advising organizations on solving complex business problems, including turnaround management, restructuring, operational and financial performance improvement, strategy and value creation.The Healthcare Industry Group, a subsidiary of A&M, is at the forefront of delivering transformational change to the healthcare industry. Known as an established leader that delivers tangible results for healthcare executives, boards, private equity firms, investors, law firms and government agencies, our professionals advise organizations on financial and operational performance improvement, strategic growth and unlocking value across the investment lifecycle. Our team provides additional expertise in interim management, restructuring, revenue cycle management, mergers and acquisitions, compliance and regulatory, digital technology and analytics.You will have the opportunity to work with clients in a variety of sectors including health systems and providers, physician groups, ancillary providers, medical schools, vision, laboratory, dental and behavior health; managed care and health plans, government plans and programs, healthcare investors and lenders, medical devices, healthcare suppliers and infrastructure, and life sciences.HIG's Healthcare Services practice (HCS), with offices throughout the US, focuses on serving private equity firm's portfolio companies and public and private healthcare companies. Our HCS services include performance improvement/operational turnarounds, cost optimization, M&A services, finance operations, and interim management (including CFO services): Performance Improvement/Operational Turnaround : Whether serving in interim management roles or in a performance improvement advisory capacity, we draw on deep operational heritage and proven approaches (such as our proprietary rapid results diagnostic) to assess businesses and identify key areas impeding performance quickly and effectively. Cost Optimization : A&M's cost optimization program is a holistic, cross-functional approach that focuses on quickly identifying high-impact opportunities for EBITDA and cash flow improvements across the entire cost structure. A&M's cost optimization focuses on driving significant improvements in cost structure by providing full transparency on cost and margin profiles to simplify and streamline the business and increase the efficiency of overhead costs. M&A Services : A&M supports companies throughout the M&A lifecycle, including conducting operational/synergy due diligence, integration planning and execution, as well as divestiture and carve-out planning and execution. Finance Operations: A&M drives improvement to its clients' finance operations, including management reporting and optimization of the month-end close process. Interim Management : In select instances, one of HCS's experienced operators may step into an interim role (i.e. CEO, COO, CFO) to drive change while a full-time replacement is being recruited. What will you be doing? As a Senior Associate you will be working closely with healthcare clients on a range of complex assignments. You will work use your independent judgement and critical thinking skills to gather data, design practical solutions and drive financial and operational improvements to add value based on client needs. Depending on the client project the responsibilities of a Senior Associate may typically include: Quickly identifying and implementing opportunities to significantly reduce cost structure by redesigning org structures, identifying and minimizing/eliminating non-value-added tasks and refocusing the business on most value added tasks Optimizing client's month-end close process and management reporting functions to better support ongoing management decisions Rapidly building and managing financial models and conducting financial and operating analyses (synergy analyses, 13 week cashflow, and/or pro forma financial statements) Providing guidance to manage a client through crisis and/or quick solutions and time frames by assisting in structuring and executing on a performance improvement plan Developing operational data analysis to develop KPI metrics to track and drive meaningful change. Conducting client interviews to gain an understanding of and evaluate aspects of client situation and operations Effectively summarizing, drawing conclusions and creating recommendations from large data sets or analyses Leading various work streams within a project, including managing day to day engagement priorities with guidance from senior leaders Preparing client-ready deliverables and presentations; making presentations to clients Coaching and mentoring junior staff both formally and informally Building relationships with clients and seeking opportunities to expand the scope of business Supporting marketing initiatives by assisting with the pitch preparation process and creation of marketing materials Helping to build product and service offering tools and templates Working as a partner to our clients by building consultative relationships you will develop an in-depth understanding of the client's processes, financial positions and key operational performance drivers in order to surface and address key issues, from the big picture to the smallest details. Relying on your ability to communicate and problem solve, you will present your analyses and insights to a variety of audiences. Who will you be working with? We are not your typical consulting firm. We are entrepreneurial, action oriented and results driven professionals who take a hands-on approach to solving our clients' problems and helping them drive value and growth. We are nimble, resourceful, proactive, can pivot to adapt quickly, when needed, and develop plans that drive real results.You will be part of a team that is passionate about delivering transformational change and making an impact in the healthcare industry. How will you grow and be supported? As a Senior Associate within the Healthcare Industry Group, you will have the opportunity to take your career to the next level by gaining invaluable industry experience while enhancing and expanding your skillset. As part of our team, you will collaborate with many experienced professionals who will provide you with developmental feedback and growth opportunities.We work with each of our employees to create a customized career development plan to ensure you are matched with professional growth opportunities that meet your unique needs and accelerate your career. We offer a variety of live and virtual training programs, access to best-in-class on-demand training, ongoing on-the-job coaching, a transitional coach to help you acclimate to the practice, and partnership with a mentor who will guide you through your career.Our Healthcare team prides itself on sustaining a culture that reflects our core values: Integrity, Quality, Objectivity, Fun, and Inclusive Diversity. We value integrity, quality, and objectivity in our work. We like what we do and with whom we do it. We embrace diversity, foster inclusiveness, and reward merit. We encourage and support our employees and communities through ongoing investments from leadership, social and networking events, peer-to-peer networks, Employee Resource Groups, volunteer opportunities and pro-bono work. We are committed to promoting an inclusive environment in which all can develop, grow, and be supported.Alvarez & Marsal offers competitive benefits and opportunities to support your personal and professional development. Click to learn about our commitment to your well-being . A&M recognizes that our people drive our growth, and you will be provided with the best available training and development resources through formalized training and on the job training. Learn more about why A&M is a great place to work. Who are we looking for? We are seeking someone to join our team with an entrepreneurial and collaborative mindset who will manage ambiguity and thrive in a fast-paced environment. As a Senior Associate you will have the opportunity to demonstrate your leadership, integrity and objectivity when interacting with clients at all corporate levels: High energy individuals with a passion for healthcare and solving complex issues A minimum of five (5) years of prior work experience in healthcare, consulting or healthcare industry such as healthcare banking, accounting, audit, private equity, or healthcare operations with a healthcare focus Advanced level of Excel proficiency and experience in financial modeling a must; the ability to build 13-week cash flow forecast and three statement model from scratch is a plus Advanced Microsoft PowerPoint and Excel skills a must; experience with Visio, Tableau or Power BI, SQL, SPSS, benchmarking a is plus Solid project management and organizational skills Working knowledge of healthcare industry, including a fundamental understanding of healthcare finance, operations, valuation and various laws and regulations is a must Ability to use sound judgment and escalate project issues to project managers or engagement leaders Ability to coach and mentor junior staff Excellent verbal and written skills, with the ability to communicate with and present information to all levels of client personnel Willingness and ability to travel as required BA/BS degree and/or MBA/MS in Accounting, Finance, or other related healthcare fields such as MHA or MPH Professional certifications such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or demonstrated progress toward such certifications Diversity & Inclusion A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness. It guides how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way. Voluntary Inclusion It is Alvarez & Marsal's policy to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, gender identity, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor in accordance with all applicable laws and regulations. Unsolicited Resumes from Third-Party Recruiters Please note, per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters were engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.Compensation StatementThe annual base salary range is $125 - $150k commensurate with experience. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for detailsBenefit SummaryRegular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M's benefits programs.Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
Senior Associate - Transaction Advisory/Financial Due Diligence
Alvarez & Marsal Transaction Advisory Group, LLC, Nashville
DescriptionAbout A&MCompanies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.With over 9,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M's restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what's really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth. Global Transaction Advisory Group (TAG) TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, ESG advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.A&M's Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.We are seeking a Senior Associate to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a target's quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.What will you be doing?As a Senior Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will gain exposure to our integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.Responsibilities include:Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients' investment strategy.Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.Assess the quality of the target company's reported earnings, net assets and cash flows.After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the client's valuation and sale, purchase agreement and provide other negotiating pointsParticipate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.Be actively involved in building and maintaining client relationships and other business development opportunities. Who will you be working with? We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values - integrity, quality, objectivity, fun, personal reward, and inclusive diversity while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure. How will you grow and be supported? As a demonstration of A&M's strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Click here to learn more about why A&M is a great place to work. Qualifications: A minimum of 2-4 years of audit and financial accounting due diligence experience at a top accounting firm, with a minimum of 1 year of that experience in financial due diligence Bachelor's or Master's degree in Accounting and/or related major Certified Public Accountant (CPA) or in the process of obtaining one Working knowledge of US GAAP and SEC reporting High proficiency in Excel and PowerPoint Excellent interpersonal and communication skills Strong project management skills Flexibility to work as both a team member and as an individual contributor Ability to thrive and be effective in fast-paced settings The base salary is $130,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M's benefits programs.Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.#LI-JL1
Associate - Transaction Advisory/Financial Due Diligence
Alvarez & Marsal Transaction Advisory Group, LLC, Nashville
DescriptionAbout A&MCompanies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.With over 9,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M's restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what's really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth. Global Transaction Advisory Group (TAG) TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, ESG advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.A&M's Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.We are seeking an Associate to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a target's quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.What will you be doing?As an Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will gain exposure to our integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.Responsibilities include:Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients' investment strategy.Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.Assess the quality of the target company's reported earnings, net assets and cash flows.After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the client's valuation and sale, purchase agreement and provide other negotiating pointsParticipate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.Be actively involved in building and maintaining client relationships and other business development opportunities. Who will you be working with? We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values - integrity, quality, objectivity, fun, personal reward and inclusive diversity while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure. How will you grow and be supported? As a demonstration of A&M's strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Click here to learn more about why A&M is a great place to work. Qualifications: A minimum of 2-3 years of audit experience at a top accounting firm as well as a preferred minimum 1 year of experience in a financial accounting due diligence group Bachelor's or Master's degree in Accounting and/or related major Certified Public Accountant (CPA) or in the process of obtaining one Working knowledge of US GAAP and SEC reporting High proficiency in Excel and PowerPoint Excellent interpersonal and communication skills Strong project management skills Flexibility to work as both a team member and as an individual contributor Ability to thrive and be effective in fast-paced settings The base salary is $100,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M's benefits programs.Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.#LI-JL1
Accounting Specialist - Retail, Hospitality, And Tourism Mgmt
The University of Tennessee, Knoxville, Knoxville
DescriptionAccounting Specialist Retail, Hospitality, and Tourism ManagementCollege of Education, Health, and Human SciencesMarket Range 05Job Description:The purpose of this position is to assist the Business Manager with fiscal, office operations, and data management responsibilities, and provide advanced administrative support in the Department of Retail, Hospitality & Tourism Management. Under the general direction of the Business Manager, this position supports the department's central operations by providing administrative support to the department (Department Head, Business Manager, Advising Coordinators, Graduate Assistants, and main office staff). This position will also provide direction and assistance to faculty and staff for fiscal compliance along with granting agency guidelines and will address questions and concerns in a timely manner.  QualificationsDuties and Responsibilities:Financial:• Post accounting transactions in IRIS for regular and contract invoices, purchase orders, honorarium/consultant payments, petty cash reimbursements,    and internal transfer vouchers• Process departmental scholarships• Reconcile monthly financial ledgers for assigned accounts including state appropriated accounts, start-up accounts, seed accounts, endowed and    non-endowed gift accounts, income accounts, and research accounts • Manages new vendor creation and enters requisitions• Assists Business Manager with payroll reconciliation and post-award management and compliance• Interpret data for preparation, analysis, and submission of reports providing estimates, projections, and spending recommendations to the Business    Manager• Initiate and create asset records for equipment inventory• Prepares and submits facilities and equipment inventory• Manages gift card inventory; provides reports to Business Manager to ensure award compliance• Assist Business Manager with preparation of the annual fiscal year budget• Maintain and monitor travel budget• Procure office supplies and memberships using procurement cardTravel:•Creates and submits travel requests and travel expense reports•Creates guest travelers when needed for search candidates and other departmental guests•Implements departmental travel procedures, submits requests to the college for travel funding assistance•Maintains and manages individual travel budgets for all faculty, staff, and students who are eligible to travel throughout the fiscal year•Advises Department Head on travel funding used, to aid in decision making process for use of additional funds outside of the allotted budget•Coordinates travel for all guest travelers (search candidates, guest speakers, etc.)•Processes various travel reports to insure all reimbursements are processed and received, and to assist the traveler with any problems   throughout the process•Assist faculty, staff, and students with policies, procedures, and form completion throughout the travel process•Researches reasonably priced airline tickets and hotels for the department head and the department’s guests (interview candidates, guest    speakers, etc.)Operational Administration:• Supervise Federal Work Study students: schedules, payroll, work assignments• Maintains department head calendar• Record faculty meeting minutes• Assist Advising Coordinators with administrative tasks• Assist faculty, staff and search committees with coordinating meetings and space• Assists with facility related projects, and ensures RHTM office is maintained (clean, organized, etc.)• Assist new faculty, graduate assistants/associates, and staff members in learning department and university policies and procedures• Assist with other administrative duties as neededRequired Qualifications:• High School Diploma or GED• At least two years of office experience in a position that requires accounting skills.• Knowledge and mastery of standard accounting principles (GAAP)• Proficiency with common office and database software• Effective organizational, prioritization, and problem-solving skills• Strong written and verbal communication skills, and ability to communicate with multiple audiences• Ability to work independently and as a team player• Ability to adapt to changes that might occur in the office environment, and be able to work with deadlines• Ability to expand knowledge in needed areas such as learning new software programs• Proficient with spreadsheets and ability to compile data and generate reports • Ability to take initiativePreferred Qualifications:• Bachelor's degree (Business, Accounting, or related field)• At least one year of experience with Banner and IRIS systems.• Knowledge of IRIS, Adobe Acrobat Professional, Banner, Argos, Admit, AdAstra, Marketplace• Knowledge of UT fiscal and human resources policies • Knowledge of Uniform GuidanceJob: Other Admin Asst/Secr/ClericalPrimary Location: US-Tennessee-knoxvilleOrganization: Retail, Hospitality, And Tourism MgmtSchedule: Full-timeJob Posting: Apr 16, 2024, 6:58:04 AM
Employee Health & Benefits Account Manager
MMC, Murfreesboro
EH&B Account ManagerWe are looking to hire an Account Manager in our Employee Health & Benefits department who will assist the production team in the production and service of new and existing accounts consisting of mostly middle market accounts. This is a heavy client-facing role so you must be willing to travel (mostly day travel with a few overnights a year) and be comfortable making presentations to clients.Your goals. Your ambitions. Your definition of success. At MMA, we believe nothing should stand in your way of making these a reality. As an MMA colleague, you'll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement.As a part of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in risk, strategy, and people, MMA colleagues are part of a network of resources and expertise that sets our organization apart from the competition.Applicants must be within driving distance to a local Southeast Region office to be considered for this role and have the ability to commute to a local office a minimum of three days per week.What can you expect?Opportunities for personal and professional growth and development.Colleagues at MMA Southeast don't simply work together; we challenge each other to push further, think smarter, and love what we're doing together. Our shared purpose is to be there for our clients in the moments that matter.We will count on you to:Assist employee health & benefits producer and team in servicing existing accounts in every capacity, including renewalsKeep production team fully informed of pertinent activities on the accountsSet up and maintain customer filesCoordinate and participate in periodic meetings with clients and vendorsDevelop communication materials including Benefit Enrollment GuidesReview SPD's and agreements/contracts for accuracyCoordinate and conduct employee enrollment meetingsAssist clients with resources relative to HIPAA, COBRA, FLEX, ERISA, etc.Assist policyholders with claim forms, policy changes, cancellations, etc.Verify accuracy and completion of enrollment applications and transmit to carriersAll facets of implementation of new clients or additional coverages for existing clientsWhat you need to have:Previous insurance industry experience with a brokerage or agency environmentExcellent presentation, written, communication, and customer service skillsProficient with Microsoft Word, Excel, Power Point, and OutlookAbility to learn Agency Management and Imaging SystemsMust have resident Agents License in Life and Health or obtain within 90 daysWhat makes you stand out:Works well in a fast paced environmentA shared commitment to company values; Integrity, Collaboration, Passion, Innovation, AccountabilityWhat is in it for you?401K and company match programCompany-paid Life and Disability offeringsEmployee Stock Purchase Plan (ESPP)Generous Paid Time Off (PTO) programsPaid Parental LeaveVolunteer paid time off (VTO)Career mobilityPet insuranceEmployee Resource Groups (ERGs)Continuing education and training opportunitiesMMA encourages all its colleagues to pursue dreams without limits. We promote curiosity and creativity. We gain new insight from diverse thinking and take risks on new ideas. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.We further believe a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep colleagues engaged and productive including: health and welfare, tuition assistance, 401K, employee assistance program, volunteer opportunities, and other programs. Our organization is no exception. MMA was named a 2021 Top Workplace for cultural excellence in the areas of professional development, DE&I practices, and employee well-being.Marsh McLennan and its Affiliates are EOEMinority / Female / Disability / Vet / SexualOrientation / Gender Identity employers.At MMA, your future is limitless. For more information about our company, please visit us at: http://marshmma.com/careers.
Assistant Project Manager/ Market Analyst
Gresham Smith, Nashville
This is a dual role of Market Analyst (MA) and an Assistant Project Manager. As a Market Analyst , you will be responsible for collecting and analyzing data to provide reporting, analysis and trending and to be a proactive resource for both Market and Executive Vice Presidents. As an Assistant Project Manager (APM), your focus will be on assisting project managers in managing the project from the fee proposal stage through close-out. This position will work with project managers in creating, maintaining and communicating all aspects of the Project Plan, monitoring and analyzing the overall financial health of the project and facilitate the monthly billing process. The APM is expected to work on multiple projects simultaneously under strict deadlines and work with multiple project managers. MA Responsibilities: Monthly/YTD Market, Location and PM Performance reporting, analysis and trending. Facilitate project performance meetings with Market Vice President (MVP), Location Leaders and PMs to provide specific analysis. Facilitate the Workload Capacity Analysis process by coordinating with Location Leaders regarding monthly planning process. Facilitate the monthly Revenue Projection process by coordinating with other APMs to meet monthly deadlines. Support MVP through the billing and month-end close processes on a market wide basis. Support the strategic needs of the Executive Vice President (EVP) by conducting strategic market analysis and research as requested. Perform market analysis as needed for the Annual Business Process. Communication liaison for MVP/EVP for purposes of disseminating policies, procedures and general information. Firmwide collaboration/communication - Monthly meeting with other Market Analysts and Accounting to develop best practices and work on special projects as necessary based on Firm initiatives. APM Responsibilities: Compile and calculate data for fee proposal development Contract administration Project system set-up, maintenance, and close-out Project planning assistance Provide project reporting to the PM and the project team Analyze and communicate project performance Ensure project insurance is current and within guidelines of the project contract Consultant Invoicing Coordination and Expense Tracking Facilitate the monthly billing process and serve as liaison between Accounting and PM Other duties as needed Minimum Qualifications: Minimum of Associate's Degree or Bachelor's Degree in Accounting, Finance, Business Administration, Business Management or similar. Bachelor's degree preferred. Minimum of 4 years' experience or 8 years in lieu of education requirements. 10 years' experience in AE industry strongly preferred. The successful candidate must be organized with excellent analytical skills, be detail and deadline oriented, and be able to multi-task and prioritize. Ideal candidates are self-motivated, problem solvers, able to work individually and as part of a team under strict deadlines and have excellent people skills. Excellent verbal and written communication skills are a must. Candidate must be experienced with basic business accounting and project management functions. Must be proficient in Excel and experience using Deltek Vision and Microsoft Project is a plus. Gresham Smith is committed to a diverse and inclusive workplace. Gresham Smith provides equal employment opportunities to applicants and employees and does not discriminate on the basis of age, race, color, ancestry, religion, sex, sexual orientation, gender identity or expression, transgender, national origin, status as a protected veteran, disability or any other classification protected by law. Gresham Smith will not accept unsolicited resumes from recruiters, headhunters, contract recruiters, search firms, or employment agencies. An executed GRESHAM PLACEMENT SERVICES AGREEMENT (PSA) is required prior to any payment obligation for either a referral or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously executed PSA, GRESHAM SMITH explicitly reserves the right to recruit and hire those candidate(s) at its discretion, and without any financial obligation whatsoever to the recruiter or agency. Any such unsolicited resume or candidate contact information, including those submitted directly to GRESHAM SMITH'S hiring managers or any other employee, shall become the property of GRESHAM SMITH upon receipt.
Financial Accountant
Insight Global, Memphis
A Client/Employer in Memphis, TN is seeking a Financial Accountant. This consultant will be reporting into and under the direction of the executive director of the business office. This office is a shared service that entails information technology, finance, facilities, and the business office. The financial analyst will gather financial data for units in the office, which entails the other offices within the shared services department. This consultant will tracks and reports on multi-year commitments (planned and actual), monitor and report on actual expenditures unit accounts; reports accounting discrepancies and provide necessary support relating to month-end and year-end close processes. In some cases this analyst will assist with the preparation of annual budget submissions, reconciles ledgers for assigned units, prepare or provide support with periodic (monthly, quarterly, or annual) statements such as balance sheets, income statements, cash flow, fund balance reports, etc.Desired Skills: 4+ years of experience as an Financial AccountantBachelor's Degree in Accounting, Finance, or a closely related fieldExtremely knowledgeable in Excel: Pivot Tables, V-Look upsExperience gathering financial data across multiple business unitsReporting experienceExperience preparing with monthly, quarterly and annual statementsCompensation: $37/hr to $40/hr. Exact compensation may vary based on several factors, including skills, experience, and education.Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
Financial Consultant
Equitable Advisors, Nashville
The Financial Professional(FP) career is a relationship-driven role that provides the opportunity to help individuals and families make financial decisions towards living a fulfilled life. Equitable Advisors believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to your community.Flexibility & ControlCreate your own schedule and balance the demands of personal and professional lifeControl how you build your business and the clientele you serveWomen centric benefits: parental bonding leave for benefits eligible FPs, Family support benefits including adoption, back-up care, dependent tutoring services, paid caregiver leaveCultureDEI Initiatives: gender equal world, women's breakout session at annual Diversity SummitWomen's Network Employee Resource Group: women's mentoring, career excellence, personal wellness, giving back 1,000 hours to the communityWomen in leadership roles: Complex president, branch manager, district managers, national honor guard presidentImpactWomen managed wealth is growing 1 ½ times faster than other wealth.1Women now control more than 50% of personal wealth in the United States.170% of women prefer to work with a female financial professional.2Women will control more than $30 trillion in U.S. financial assets by 2030.3Training and supportTo get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs. Our entry level Financial Professional training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience. Our exclusive Holistic Financial Coach Program is open to Financial Professionals meeting the required production level, manager approval, additional training time and cost.Benefits and compensationCompensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program ("TRIP").Equitable Advisors' strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experiences while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients. Leave a legacy of helping others secure their financial well-being while advancing your own income potential and professional development. Women and wealth: How to build a more prosperous future November 30, 2021https://www.fa-mag.com/news/female-advisors-are-the-future-of-wealth-management-now-67909.htmlhttps://www.cnbc.com/2022/05/03/money-decisions-by-women-will-shape-the-future-for-the-united-states.htmlEquitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY) AGE-5929179.1(9/23)(Exp.9//25)
Customer Success Representative with CAD Experience
F3-FunctionFirstFurniture, Nashville
Now Hiring - Customer Success Representative with CAD ExperienceF3 is a fast expanding furniture supplier for student housing, hospitality, and senior housing across the United States and Canada.Administrative Sales Support provides in-office assistance to the sales team including customer service to our clients.Job Responsibilities:Prepare proposals and sample packages for customersManage customer accounts, responsibilities to include, communication with customers, order confirmation, scheduling of deliveries and installationsProvide design support and documentation during completion and execution of design concepts with customers and their interior designersAssist in managing client expectations, team communication and consultant coordinationMaintain ongoing, productive client relationships within companyWork internally with sales and operations departments to resolve various problems in designing of custom made furnitureSupport the sales team reviewing and completing projectsUnderstand customer needs and respond in timely manner to all their requirementsMinimum Requirements:Strong verbal and written communication, interpersonal and organizational skillsExperienced in Microsoft Office, Acrobat Adobe, QuickBooks, and computer skillsProficient in Revit, SketchUp, AutoCAD, and other modeling software programsExperience in the furniture business preferredAbility to work independently and in a team environmentExceptional time management and able to meet deadlinesCapable to work on a variety of projects simultaneously; flexibility to adjust workload and assignmentsAttentive and focus on details. This is necessary, as F3 never overlooks the smallest aspect of the business.Personable, even-tempered, and mild manneredDependable, and reliableFocused and ready to learn new processes and systemsCollaborate b/w departments with interior design assignments that include understanding client needs, conceptual design, design development, and space planningEducation:High school or equivalent (Required)
Remote Financial Consultant
Nova Financial Partners, Nashville
This role is remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through our company!Work TypesWe offer 2 types of work-effort1. Full Time2. Part Time*You do not have to quit your current job if you start with either of these options.Most of our newly licensed professionals start off as Part-time prior to moving on to full time. We get to work with A Rated financial companies across the nation. The best part about this opportunity is the unlimited growth potential both professionally as well as financially.ExperienceNo financial experience is required before starting as you will learn everything hands on throughout our training program. However, if you have any of these skill sets or experience it will help you move quickly in the company.LeadershipPublic SpeakingCustomer ServiceSalesAccounting/SoftwareBusiness Skills DescriptionDevelop Financial Need Analysis (FNA) for ClientsPlace families, individuals, and business owners in a financial position of advantage for some of these following:1. Protect Assets/Funds2. Build and Leave a Legacy3. Index Strategies4. Debt Management Services5. Estate Planning with our legal team6. Different Types of Life Insurance7. Different Types of Annuities8. Final ExpenseWork Schedule1. Part Time - 6-10 hours a Week, varies by the individual.2. Leads - We teach warm & cold market client acquisition strategies. (We don't have you buy leads).3. It is remote & zoom is our platform.4. You are partnered with a "Field Trainer" who is an experienced professional and will help you throughout the beginning of training until you're ready to manage your book of business and effectively help people. This includes how to prospect clients and potential partners.5. 3 trainings per week offered as well as 1 on 1 trainingsMultiple Methods of CompensationIn Financial Services unlike traditional 9-5 jobs:Performance driven compensation with no ceiling (helping one client may be $3,000 in compensation and helping another may be $20,000 or more)Residual income (paid from work done last year, every year)Passive income (income from the agency)Bonus income, paid travel, and moreMandatory Qualifications- If you do not have a Life & Health License, you must be willing and able to study and pass for whichever state you're residing in. (Most newly licensed professionals could complete the studying in 5-14 days). We will help you throughout this process so you can be completely certified if you are not yet. Since we are a full fledged firm, you would be able to add additional licenses as well if you would like.Non-Negotiable- Must pass a background check (No Felonies or misdemeanors)- Must have a U.S Social Security Number- Must currently reside in the United States, Puerto Rico or Canada during the initial process. (Hiring-License)- Must be 18 years old (This is a Federal Requirement)If you'd like to learn more, please submit your resume and from there we will schedule a time for us to connect for a 10-15 minute informational phone interview. Thanks for considering our company for your next career move.