HR, Financial Advisor, Accountant, Investors

We are looking for a Credit Analyst. You will manage a portfolio of clients and report to the Head of Credit. Your responsibilities will include evaluating the financial status of potential customers, monitoring existing clients, performing risk assessments, writing detailed reports, and making informed decisions while extending credit. To excel in this role, you must have experience working in Finance, Accounting, or a related field. You should demonstrate sound judgment, strong analytical skills, and negotiation skills. A background in the financial industry is advantageous. Responsibilities: • Analyze and assess the financial statements and credit history of existing and potential clients. • Review credit applications and perform credit checks. • Structure deals and perform risk assessments. • Ability to make informed decisions backed by sound assessment. • Consult and negotiate with clients regarding financial transactions, payment terms, and credit limits. • Ability to handle multiple projects and submit applications on time. • Understanding of business, economic, and industry risk. • Financial forecasting. • Keep abreast of financial news and trends. • Practice due diligence. Requirements: • Bachelor's Degree in Finance, Accounting, or related field. • Strong communication skills (written and verbal). • Excellent organizational, analytical, and time-management skills. • Ability to prioritize tasks. • Proficient in Microsoft Office. • Advanced Excel skills. • Ethical behavior.

We are looking for a Credit Analyst. You will manage a portfolio of clients and report to the Head of Credit. Your responsibilities will include evaluating the financial status of potential customers, monitoring existing clients, performing risk assessments, writing detailed reports, and making informed decisions while extending credit. To excel in this role, you must have experience working in Finance, Accounting, or a related field. You should demonstrate sound judgment, strong analytical skills, and negotiation skills. A background in the financial industry is advantageous. Responsibilities: • Analyze and assess the financial statements and credit history of existing and potential clients. • Review credit applications and perform credit checks. • Structure deals and perform risk assessments. • Ability to make informed decisions backed by sound assessment. • Consult and negotiate with clients regarding financial transactions, payment terms, and credit limits. • Ability to handle multiple projects and submit applications on time. • Understanding of business, economic, and industry risk. • Financial forecasting. • Keep abreast of financial news and trends. • Practice due diligence. Requirements: • Bachelor's Degree in Finance, Accounting, or related field. • Strong communication skills (written and verbal). • Excellent organizational, analytical, and time-management skills. • Ability to prioritize tasks. • Proficient in Microsoft Office. • Advanced Excel skills. • Ethical behavior.

We are looking for a skilled Accounting Clerk to perform a variety of accounting, bookkeeping and financial tasks. Accounting Clerk responsibilities include keeping financial records updated, preparing reports and reconciling bank statements. You will also run accounting software programs (e.g. SAP) to process business transactions, like accounts payable and receivable, disbursements, expense vouchers and receipts. A successful accounting assistant should be familiar with all accounting procedures and have a flair for numbers. Ultimately, a successful Accounting Clerk will ensure that the company’s daily accounting functions run accurately and effectively. Responsibilities Provide accounting and clerical support to the accounting department Type accurately, prepare and maintain accounting documents and records Prepare bank deposits, general ledger postings and statements Reconcile accounts in a timely manner Daily enter key data of financial transactions in database Provide assistance and support to company personnel Research, track and restore accounting or documentation problems and discrepancies Inform management and compile reports/summaries on activity areas Function in accordance with established standards, procedures and applicable laws Constantly update job knowledge Requirements Proven accounting experience, preferably as an Accounts Receivable Clerk or Accounts Payable Clerk Familiarity with bookkeeping and basic accounting procedures Competency in MS Office, databases and accounting software Hands-on experience with spreadsheets and financial reports Accuracy and attention to detail Aptitude for numbers Ability to perform filing and record keeping tasks Data entry and word processing skills Well organized High school degree Associate’s degree or relevant certification is a plus BOOKKEEPER We are looking for a skilled Bookkeeper to maintain our financial records, including purchases, sales, receipts and payments. Bookkeeper job duties include working closely with our Accounting team to create and analyze financial reports and ensure legal requirements compliance, process accounts payable and receivable and manage invoices and tax payments. Our ideal candidate holds a Finance degree (preferably followed by accounting CPE courses) and is familiar with accounting software packages, like FreshBooks, Kashoo and KashFlow. Ultimately, the Bookkeeper’s responsibilities are to accurately record all day-to-day financial transactions of our company. Responsibilities Record day to day financial transactions and complete the posting process Verify that transactions are recorded in the correct day book, suppliers ledger, customer ledger and general ledger Bring the books to the trial balance stage Perform partial checks of the posting process Complete tax forms Enter data, maintain records and create reports and financial statements Process accounts receivable/payable and handle payroll in a timely manner Requirements Proven bookkeeping experience Solid understanding of basic bookkeeping and accounting payable/receivable principles Proven ability to calculate, post and manage accounting figures and financial records Data entry skills along with a knack for numbers Hands-on experience with spreadsheets and proprietary software Proficiency in English and in MS Office Customer service orientation and negotiation skills High degree of accuracy and attention to detail BS degree in Finance, Accounting or Business Administration

Come join our AETNA,Sales team! In search of dedicated individuals who are passionate about lending and ear and extending a helping hand. As a Sales Representative you will offer affordable medical insurance for employers, individuals, families and Medicare eligibles in AETNA. Insurance license in Accident Health required Hours - full time, 32 - 40 per week - Sesaonal ( 6 months + potential extension ) Weekly pay - $15 - $18 an hour Must have open availability - 8 am - 8 pm (3) $250 retention bonuses As a Sales Representative you will field inbound calls and place outbound calls to prospective consumers. What you will do; 1. Prospect, initiate and build network/lead base and referrals to grow new sales and profitable membership, and to establish brand presence and product awareness. 2. Take incoming calls from prospects, make outbound phone calls to prospects, and manage record in Salesforce lead tracking system according to department standards. 3. Meet and exceed monthly sales goals as assigned by management and achieve expected close ratio targets. 4. Connect and network through personal grassroots marketing to garner and nurture leads. 5. Effectively and professionally conduct presentations, marketing activities and other educational events in accordance with state/federal regulations and company guidelines. 6. Communicate to Medicare beneficiaries accurately to ensure understanding of the product choices available to them during the enrollment process. 7. Adhere to all compliance rules and mandates set forth in the CMS marketing and compliance guidelines, as well as the Company Policies and Procedures. 8. Manage all leads within the designated timeframe on the Salesforce CRM system in order to exceed company standards for quality, accuracy and timeliness. 9. Perform assigned administrative duties as defined by management, including updates and maintenance of appropriate reporting and database systems. Execute effective use of Sales Force Contact Relationship Management ("CRM") system. - Ability to multi-task. Operate computer, Salesforce CRM system, utilize company website and phone system while speaking and collecting information from prospective enrollee. - Excellent phone skills. - Strong understanding of Federal and State regulatory requirements and Marketing Guidelines. - Able to work independently and within a team environment. - Deep and broad understanding of Healthcare products, services and solutions. - Effective listening and critical thinking skills. - Ability to develop, prioritize and accomplish goals. - Demonstrate time management. What you need; - High School Diploma or GED; Associates BA/ BS preferred - One (1) year experience in Sales or Account Management in the insurance industry; Two (2) years experience selling Medicare/ Individual products strongly preferred. Required Licenses and/or Certifications: 1. Current, unrestricted Insurance License in Accident and Health. 2. Successfully complete AHIP national certification test with a 90% score or better. 3. Employment in this position requires a valid state driver's license, and employment is conditional pending successful clearance of a driver's license record check