financial associate

Aspire92

Aspire 92 is seeking an experienced Financial Analyst with a strong background in finance and accounting, specifically from an ACCA qualification. The ideal candidate will be responsible for managing large, strategic accounts, ensuring client satisfaction, and driving business growth through excellent relationship management and service delivery. This role requires strong management skills, attention to detail, and the ability to collaborate across departments to meet and exceed client expectations.Major Responsibilities &amp; Duties:<ul><li>Prepare accurate and timely Individual and Business Tax Returns.</li><li>Ability to work on accounting activities, and knowledge of basic accounting principles.</li><li>Provide superior and responsive professional services for clients.</li><li>Develop an understanding of using multiple cloud-based software for Tax and Accounting</li><li>Detailed oriented with a strong level of accuracy in communication.</li><li>Work on time-sensitive ad-hoc tasks.</li><li>Communication with regulatory authorities and strong research skills.</li><li>Ability to conduct financial analysis and provide suggestions for best strategies.</li><li>Work on QuickBooks and hold an advance understanding of QuickBooks online is a plus.</li></ul>Requirements &amp; Qualifications:Ideal candidates should have following qualifications:<ul><li>0-2 years of relevant professional experience.</li><li>ACCA/CA/CFA partially qualified or equivalent.</li><li>Excellent written and verbal communication.</li><li>Bilingual, ability to speak in Urdu and English.</li><li>M&amp;A experience will be a big plus</li><li>Analytical procedures experience is strongly desired</li><li>Have an understanding of Tax system, preferably US Tax.</li><li>High degree of computer literacy, including knowledge specifically Excel and PPT.</li><li>Good drafting skills of letters and reply to notices.</li><li>QuickBooks &amp; Payroll experience is a plus.</li><li>Ability to draft professional and technical memos.</li><li>Prior experience with US client(s) will be a big plus.</li></ul>Job Type: Full-timeWork Location: Remote

Corporate Financial Associate

American National Bank of Texas

<div>The Financial Associate (Teller/New Accounts) is responsible for providing a consistent positive and professional customer service experience demonstrating a high level of sales proficiency in person and on the phone. This individual engages in and develops relationships with both customers and other internal bank personnel. They must be able to demonstrate strong communication skills, showing initiative, personal &amp; professional growth along with having or developing a strong &ldquo;sales&rdquo; mentality. They must also enjoy handling customers&rsquo; initial needs, assist with opening new accounts, conduct routine paying/receiving (teller servicing) functions, cross-sell bank products and services and refer customers to other lines of business (or associates) to expand new and existing relationships. This universal role will provide an opportunity to continue in expanding their banking knowledge or help them launch into a successful career in the financial industry.

Responsibilities include:
<ul>
<li>Opening deposit accounts and ancillary deposit services</li>
<li>Processing paying and receiving transactions</li>
<li>Balancing transactions and cash ensuring paper documentation and negotiability and an adequate audit trail</li>
<li>Uncovering customer expansion opportunities and referring customers to proper bank associates</li>
<li>Performs account maintenance and related activities</li>
<li>Adheres to established internal controls on regulatory requirements ensuring compliance</li>
<li>Meets service standards both in person and on the phone, ensuring a consistent level of customer service is achieved</li>
</ul>
Qualifications:
<ul>
<li>High School diploma or GED</li>
<li>Minimum of two years of retail/sales or banking experience required</li>
<li>Basic knowledge of retail product philosophy, policy, procedures, documentation and systems; some knowledge of retail products and services; proven customer service and interpersonal skills; effective selling, cross-selling and referral skills; strong mathematical, problem-solving, and negotiation skills preferred</li>
</ul>
Skills:
<ul>
<li>Demonstrated experience with Microsoft Office Suite</li>
<li>Excellent interpersonal, communication skills, and written communication</li>
<li>Solid organizational skills and attention to detail</li>
<li>Ability to work in a fast-paced, team-oriented environment</li>
<li>Demonstrated ability to maintain confidentiality</li>
<li>Lifting in an office setting may be required up to 30 lbs.</li>
</ul>
ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.
Equal Opportunity Employer 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</div>

Financial Associate (Part-Time, 30 Hours/Week)

Egypt Education Platform

<div>Egypt Education Platform is seeking a highly motivated and strategic Financial Planning Associate Manager to join our dynamic finance team. In this role, you will be instrumental in developing financial strategies, analyzing trends, and supporting the organization&rsquo;s financial health through detailed planning and forecasting.
Key Responsibilities:<ul>
<li>
Lead the financial planning and analysis process by developing comprehensive financial models, forecasts, and budgets aligned with the organization's goals.</li>
<li>Perform in-depth variance analysis and interpret financial data to provide insights and actionable recommendations to senior management.</li>
<li>Collaborate with various departments to gather inputs for budget creation and financial insights, promoting cross-functional collaboration.</li>
<li>Assist in the preparation of reports for executive management, including strategic planning presentations and financial performance reviews.</li>
<li>Monitor and evaluate financial performance against benchmarks and strategies, ensuring key financial metrics are met.</li>
<li>Support financial decision-making through risk assessment and sensitivity analysis to evaluate the impact of various scenarios.</li>
<li>Mentor and guide junior team members, fostering a culture of continuous improvement and professional development.</li>
<li>Maintain compliance with financial regulations and organizational policies throughout the financial planning processes.</li>
</ul>
Requirements<ul>
<li>
Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field; Master&rsquo;s degree or relevant certifications (CFA, CPA) preferred.</li>
<li>3-5 years of experience in financial planning and analysis, preferably within the education sector.</li>
<li>Strong analytical skills with a proven ability to build complex financial models and forecasts.</li>
<li>Advanced proficiency in Microsoft Excel and financial management software.</li>
<li>Excellent communication and presentation skills for conveying financial information to non-financial stakeholders.</li>
<li>Proven track record of leadership, mentoring, and team collaboration.</li>
<li>Strong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment.</li>
</ul>
To apply, please submit your CV along with a cover letter that outlines your relevant experience and achievements.</div>

Financial Planning Associate Manager

A&O Shearman

<div>
 
 We are currently recruiting for an associate (NQ - 4 PQE) to join our Global Financial Markets Practice Group in Dubai.
 
 
 
 
 
 
 DEPARTMENT PURPOSE
 
 
 
 
 
 
 Our Global Financial Markets (GFM) team covers an exciting and broad area of finance. We work with colleagues across practice groups and jurisdictions on helping the world's most successful companies fund themselves and manage risk.
 
 
 
 
 
 Our work shapes market practice and our lawyers are involved in innovative, cutting edge and high-profile deals. We have advised on many industry 'firsts', including some of the most innovative transactions in sustainable finance and digital bonds. In recent years we have also advised clients on complex funding matters as they navigate difficult economic conditions and often act as a client's first port of call in times of market crisis.
 
 
 
 
 
 
 ROLE &amp; RESPONSIBILITIES
 
 
 
 
 
 <ul>
 <li>
 Assisting with the day-to-day management of transactions
 </li>
 <li>
 Preparing legal documents for execution
 </li>
 <li>
 Legal research and know how development
 </li>
 <li>
 Drafting standard and more complex documents, including precedents
 </li>
 <li>
 Providing strategic guidance to clients
 </li>
 <li>
 Managing client expectations and project delivery appropriately
 </li>
 <li>
 Business development - development of personal plan, assistance with and implementation of business development campaign
 </li>
 </ul>
 
 
 
 
 
 KEY REQUIREMENTS
 
 
 
 
 
 <ul>
 <li>
 Qualified lawyer, NQ - 4 PQE
 </li>
 <li>
 Self-starter with the desire and ability to continuously acquire, build upon and share knowledge
 </li>
 <li>
 Sound experience of operating within a complex international organisation
 </li>
 <li>
 Strong commercial/business acumen with the ability to deliver creative and pragmatic solutions and advice
 </li>
 <li>
 Strong legal and analytical skills
 </li>
 <li>
 Proven prioritisation, organisational and project management skills
 </li>
 <li>
 Excellent communication, professionalism and interpersonal skills
 </li>
 <li>
 Organised and methodical approach to work
 </li>
 <li>
 High level of accuracy and attention to detail
 </li>
 <li>
 Ability to work within a fast-paced environment and meet deadlines
 </li>
 <li>
 Positive attitude and style with both clients and fee-earners
 </li>
 <li>
 Proactive and confident with a high level of initiative
 </li>
 </ul>
 
 
 
 
 A&amp;O Shearman is a new global industry-leading law firm, with 48 offices in 28 countries worldwide. Our fluency in English law, US law, and the laws of the world's most dynamic markets, enables us to provide unmatched insight and seamless delivery to clients. We work on challenging and important deals and disputes that have the potential to shape the future.
 
 
 
 
 
 We offer exceptional opportunities for our people; opportunities to work for the world's leading businesses; to transform the status quo, and to deliver your best work, helping you and your career to thrive, while delivering unparalleled outcomes for our clients.
 
 
 Whether you're helping clients solve complex challenges, transforming the ways we manage our business, or ensuring the smooth-running of our operations, this is an environment where you can belong and excel. We provide first-rate training and development, we are committed to an inclusive environment, and we provide support and ways of working that help you optimise your wellbeing.
 
 
 
 
 
 What truly defines a career with us? We recruit the best and ask for the best of you. And together, we will redefine success.
 
</div>

Global Financial Markets Associate (NQ - 4 PQE)

Finance Associate

mazeed

<div>
 
 Company Description
 
 
 
 Are you ready to join a dynamic team that's transforming the way small businesses manage their finances? At McLedger, we're not just offering a service; we're providing a lifeline to micro and small-sized enterprises. Our multi-faceted platform is the key to helping these businesses keep their financial records in check, issuing invoices promptly, and making informed decisions. We're the trusted extension of their team, their Finance &amp; Accounting Department.
 
 
 Our core values of Integrity, People Growth, Customer Centric, Global Mindset, Innovation, and Adaptability are the foundation upon which we've built our success. We're not just looking for someone who can fill a role, but someone who can align with these values, adding their unique perspective to our team.
 
 
 
 Job Description
 
 
 
 <ul>
 <li>
 Perform reconciliations
 </li>
 <li>
 Update financial data in a timely manner and ensure that information is accurate.
 </li>
 <li>
 Support Financial associate, review and check daily journal Entries.
 </li>
 <li>
 Check and process VAT on sales and purchase invoices using the ERP system to ensure all Business transactions are recorded correctly.
 </li>
 <li>
 Reconcile Suppliers and Customers&rsquo; balances and Contact clients and explain their companies&rsquo; financial situation.
 </li>
 <li>
 Respond to client&rsquo;s inquiries. (wts app handling)
 
 
 </li>
 </ul>
 Qualifications
 
 
 <ul>
 <li>
 Bachelor's degree in accounting or finance is required
 </li>
 <li>
 3+ years of accounting experience.
 </li>
 <li>
 Working knowledge of IFRS
 </li>
 <li>
 ERP knowledge.
 </li>
 <li>
 Fluent English level.
 </li>
 <li>
 Proficiency in Microsoft Office, particularly with Excel.
 </li>
 <li>
 Strong communication skills, both written and verbal.
 </li>
 <li>
 Strong organizational and stress management skills.
 
 
 </li>
 </ul>
 Additional Information
 
 
 If you're excited to embark on this journey with us, to be part of an innovative team that's changing the game for small businesses, we encourage you to apply. At McLedger, we don't just hire employees; we welcome team members who share our values and vision. Join us in making a real impact on the financial well-being of small enterprises while advancing your own career. Your success is our success, and together, we'll reach new heights in the world of finance and accounting.
 
 
 Join our McLedger Family and enjoy a
 
 comprehensive benefits package
 
 that includes
 
 competitive compensation
 
 ,
 
 comprehensive health coverage
 
 ,
 
 professional development
 
 
 opportunities
 
 ,
 
 work-life balance
 
 initiatives, an inclusive
 
 company culture
 
 , and performance
 
 bonuses
 
 and
 
 incentives
 
 . We prioritize the well-being and growth of our employees and strive to create a supportive and rewarding work environment
</div>

General Accountant

Morgan Stanley

<div>Fund Accounting, Associate, Fund Services
We&rsquo;re seeking someone to join our team as a Associate - w ill work very closely with Account Managers of Morgan Stanley Fund Services in ensuring proper NAV calculation of their hedge fund clients. They will also act on various requests made by the clients to update their portfolios on Morgan Stanley Portfolio Accounting (MSPA).
Established in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities Division (IED) that provides fund administration services for over $700billion in assets across 350+ hedge funds, private equity and large family offices clients. Our best-in-class offering includes accounting and investors services, portfolio analytics, middle-office functions, regulatory and financial reporting, and tax services. Delivering these services to our clients and their investors is a diverse team of 1,400 highly skilled employees across the globe based in New York, London, Glasgow, Dublin, Mumbai, Bengaluru, and Hong Kong. Joining MSFS, you will discover a dynamic environment where every day offers new opportunities for personal growth and innovation. Here at MSFS your career isn&rsquo;t just a job, it&rsquo;s an incredible journey fueled by collaboration, challenge, and the chance to make a meaningful impact to our business, our clients, their investors and the wider Morgan Stanley franchise.
The MSFS Accounting group offers a dynamic, client-focused environment providing comprehensive portfolio accounting services&mdash;including daily reconciliations, NAV calculations, and daily/weekly return estimates. We bring together sophisticated systems supporting diverse fund structures and incentive arrangements with a highly specialized team with expertise in hedge funds, private equity, audit, and prime brokers. Collaboration, precision, and innovation define the department, ensuring accuracy and timeliness for clients while fostering professional growth across all levels of our diverse global team. MSFS Accounting provides a fast-paced, intellectually stimulating environment ideal for ambitious individuals looking to engage with complex financial products &amp; data, cutting-edge processes, and high-performing colleagues. Join us to be part of a team where expertise and excellence drive success for our clients and your career.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you&rsquo;ll do in the role:
Provide Accounting solutions to Hedge Funds for independent valuation, investor transparency and regulatory compliance.
&middot; Calculation of daily NAV.
&middot; Review MSPA to custodian reconciliations. Identify and determine cause. Notify Account Manager of breaks. If break is due to an erroneous or missing transaction in MSPA then make necessary adjustments.
&middot; Perform middle office functions including P&amp;L analysis, daily cash projections, calculations of FX transfers required for funding, checking client&rsquo;s contributions &amp; redemptions etc.
&middot; Review general ledger exceptions. Identify cause and make necessary adjustments.
&middot; Verify performance by reviewing large P&amp;L swings and analyzing income/expense journals for validity.
&middot; Adjust activity as necessary for performance (MSPM) processing and reporting.
&middot; Responsible for accruing daily or monthly non-security related accruals including management fees and financing accruals.
&middot; Process non-automated transactions including OTC derivatives and their related cash movements.
&middot; Perform daily and monthly securities pricing analysis.
&middot; Validate and process corporate action data.
&middot; Providing audit support and assistance to funds in the preparation on financial statements.
&middot; Assistance with compliance functions.
What you'll bring to the role:
<ul><li>At least 1+ years prior work experience &ndash; preferably in financial services.
</li><li>Knowledge of hedge fund processing is a strong advantage.
</li><li>Good administrative and organisational skills with a particular focus on accuracy and attention to detail.
</li><li>An ability to work under pressure and an ability to cope with increased workloads at month-end.
</li><li>An ability to work as part of a virtual team that is spread across different time zones and geographies.
</li><li>An ability to use key financial systems and other IT tools.
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.</div>

Fund Accounting - Associate - Fund Services

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