Finance Associate
COMPANY OVERVIEW:
Imperial PFS is The Natural Choice® for premium financing to insureds, insurance agents and brokers in the United States and Puerto Rico. The size and independence of Imperial PFS provides the financial strength and flexibility to handle all accounts, ranging from large, complex deals to the small, straightforward accounts. Imperial PFS is one of the leading premium financing companies in terms of premium dollars financed and the top company in terms of accounts financed. Imperial PFS was founded in 1977 with a single office in Kansas City, Missouri. We are a stable and growing company with a strong vision of our future in this industry.
EXTERNAL
Finance Associate / Leadership Development Program
The Leadership Development Program is an 18 to 24 month rotational program, designed to prepare associates for a position of significance within one of Imperial PFS’s divisions. Each Associate will be provided with a high level of visibility, involvement in strategic assignments and the opportunity to become a leader in the Premium Finance industry.
DESCRIPTION: This position will effectively work within a branch office to assist in developing and implementing strategies to retain and penetrate existing customer relationships, while working in conjunction with our Sales Executives to assist in developing new relationships. The candidate will assist with various customer needs by providing quotations, credit analysis and responses to various types of inquiries. Throughout the rotations the Associate will have the opportunity to learn multiple areas of the operation including cash and control activities, sales and marketing, collections, loan underwriting and processing. See below for possible rotational areas:
Rotations
- Branch Office Management
- Cancellations
- Cash Processes & Applications
- Collections
- Customer service
- Marketing
- Quoting and Acceptance
- Sales Executive
- Underwriting and Credit Analysis
As part of the development process, each Associate will be provided with a series of soft skill training seminars, a mentor to help navigate through the various departments of Imperial PFS, and a chance to work on a strategic research project with senior management exposure.
QUALIFICATIONS:
§ Bachelors Degree
§ 2-4 Years of finance experience
§ Flexibility to travel during the Program
§ Willingness to relocate at the end of the Program, based on business need
§ Detail oriented, ability to multi task and meet deadlines
§ Excellent problem solving and analytical skills
§ Customer service skills focusing on both the internal and external client
- Strong proficiency in Microsoft Office applications- Word, Excel, PowerPoint
§ Financial services experience preferred but not required
Fund Accounting-Entry Level
The Mergis Group has teamed up with our client a premier, multi billion dollar, financial services firm located in downtown Boston. We are currently recruiting for a Operations Associate.
ABOUT THE COMPANY: Considered an industry leader in worldwide financial services our client prides itself in its management’s ability to develop and nurture true professionals looking for a progressive career path in financial services. Candidate must be motivated to pursue a career path over the long term.
ABOUT THE ROLES: Our client is recruiting for entry level candidates seeking a career in Financial Services. This position entails processing client instructions regarding mutual funds. Resolving transactions disputes and analyzing trends on a daily basis.
Candidates should be available to start immediately experience and be open minded to permanent job opportunities.
Senior Accountant - Manufacturing
Our client is a leading service organization in the manufacturing market; they are looking to hire a Senior Accountant. With a stable accounting and finance team, there is significant opportunity for growth and advancement within the company. The company and provides its employees with the tools and training necessary to perform and be successful.
RESPONSIBILITIES OF THE SENIOR ACCOUNTANT
- Lead the month-end close process
- Costing maintenance in SAP, SOX testing and template updates
- Reconcile accounts and analyze monthly results
- Conduct analysis to interpret and explain variances between actual and budgeted results
- SAP to Hyperion uploads and reconciliation
- FDM uploads
- Issuing manual DR/CR’s to customers and suppliers when required
- Ensure proper financial reporting
- Variety of special projects
Entry Level Financial Services
The Mergis Group has teamed up with a financial services firm located in downtown Boston. We are currently recruiting for entry level candidates with bachelor’s degree looking to start career in Financial Services.
ABOUT THE ROLES: Our client is currently recruiting for a variety of positions including client services, reconciliation and analyst, investment operations specialist, and fund accountants. These roles are ideal for individuals with strong communication skills including written, verbal and presentation. Strong Excel and the ability to be deadline oriented are crucial. These positions offer a high level of exposure to management and decision makers.
General Ledger- Cost Accountant
# of Openings: 1
Entry Level Accountant
General Summary of Position:
Process rebill invoices, code and enter charges, research past dues, and resolve misapplied payment issues.
Duties and Responsibilities:
- Research unpaid balances
- Resolve issues with payments not received
- Breakdown and enter charges
