Financial Associate (Corporate) jobs in Rhode Island

Financial Associate (Corporate) gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Being a Financial Associate (Corporate) identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Additionally, Financial Associate (Corporate) participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Corporate) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Corporate) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Associate Billing Analyst
  • National Financial Services LLC
  • , RI FULL_TIME
  • Job Description: This Associate Billing Analyst role is within the FBOT organization. The specific role is a key member of the Operational Accounting team providing a range of billing, reconciliations, analytics, reporting and finance support. The role is strategic in nature, engaging across multiple lines of business, and often working in cross-functional teams to support Enterprise initiatives and programs. The Role Associate Billing Analyst is responsible for the competition of the month end close process including creation of key reports, collections, management of aged receivables, ensuring that policies and procedures are kept up to date and leading process improvement initiatives as assigned. Ad hoc research and resolution of open items discovered in the reconciliation of the general ledger accounts. The Expertise and Skills You Bring A bachelor's degree in Accounting, Finance or Business related field 1 - 3 years of relevant work experience Excellent verbal and written communication Experience with Microsoft Office Strong interpersonal and communication skills, including strong verbal and business writing. Comfortable working knowledge of Microsoft Office applications, especially Excel. Proven ability to prioritize and meet deadlines. Knowledge of accounting and reconciliation principles. Strong analytical and problem-solving skills. Ability to communicate effectively with all levels of staff and management. Strong sense of attention to detail, ownership and accountability. The Value You Deliver Ensure data accuracy and processing checkpoints are met in generating and distributing invoices. Verify revenue allocation across Fidelity business units. Identify fund billing contractual issues with relationship management team. Resolve fund company payment issues in accordance with service agreements. Coordinate meetings with relationship management team and internal controller teams. Prepare reporting for internal business partners and management teams. Ability to recognize opportunities to create efficiencies and implement process changes. Responsible for all aspects of monthly close process, including rate and contract audits. Work independently and as part of a team to minimize financial risk and exposure to the firm. Support time-sensitive ad hoc requests from our business partners. Receive and reconcile payments. Assists in reporting on key performance indicators and ongoing initiatives. How Your Work Impacts the Organization Through Fidelity Funds Network program, customers have access to a virtual mutual fund supermarket of more than 5,000 mutual funds, representing over 12,800 mutual share class options, from over 400 popular fund companies. The funds are organized into four categories: Non-Transaction Fee Funds, Transaction Fee Funds, Offshore Funds and Fund Updates. The Accounting analyst role is to support this product through the creation of invoices, tracking and resolving of aged accounts receivables, and by providing management reporting to the various business units. This candidate should demonstrate influence within the department and with internal/external business partners along with having the ability to lead people in projects. Certifications: Category: Finance At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
  • 25 Days Ago

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Financial Customer Associate - Smithfield
  • Fidelity Investments Careers
  • Smithfield, RI FULL_TIME
  • Job Description:Are you ready to Launch into a career at Fidelity? If so, please consider joining our customer service team in Smithfield, RI. This role requires a consistent balance of remote and on-...
  • 16 Days Ago

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Financial Customer Associate - Smithfield
  • Fidelity Investments Institutional Operations Company LLC
  • , RI FULL_TIME
  • Job Description: Are you ready to Launch into a career at Fidelity? If so, please consider joining our customer service team in Smithfield, RI. This role requires a consistent balance of remote and on...
  • 17 Days Ago

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Production Associate 2 - East Providence, RI
  • Signode -Production Associate 2
  • East Providence, RI FULL_TIME
  • Production Associate 2 - East Providence, RI Apply Now Description/Job Summary About Signode:With over $2B in revenue, 80 manufacturing facilities across 6 continents and over 9,000 employees worldwid...
  • 5 Days Ago

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Clinical Manager- Intraoperative Neuromonitoring
  • SpecialtyCare Associate Referral Program
  • Providence, RI FULL_TIME
  • SpecialtyCare continues to grow and we’d like you to grow with us. We are the industry leader in intraoperative neuromonitoring (IONM) services in the US—monitoring over 60,000 cases annually, providi...
  • 5 Days Ago

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Associate Director of Financial Aid Services
  • Community College of Rhode Island
  • Warwick, RI FULL_TIME
  • Department Financial Aid Position Category Staff - NonClassified About CCRI The Community College of Rhode Island is New England’s largest community college, and a nationally-recognized leader in cata...
  • 7 Days Ago

Rhode Island (/ˌroʊd -/ (listen)), officially the State of Rhode Island and Providence Plantations, is a state in the New England region of the United States. It is the smallest state in area, the seventh least populous, the second most densely populated, and it has the longest official name of any state. Rhode Island is bordered by Connecticut to the west, Massachusetts to the north and east, and the Atlantic Ocean to the south via Rhode Island Sound and Block Island Sound. It also shares a small maritime border with New York. Providence is the state capital and most populous city in Rhode Is...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Corporate) jobs
$96,762 to $115,685

Financial Associate (Corporate) in Altus, OK
Financial associates are commonly found in investment, treasury, finance and accounting departments and may advise corporate traders and portfolio managers.
December 08, 2019
Financial Associate (Corporate) in Columbus, OH
An individual who takes the job as a financial associate is excellent in accounting and financial information.
January 13, 2020