Financial Reporting Director directs and oversees the preparation and distribution of all periodic financial statements for external use. Ensures that reports, filings and documentation complies with company's regulations, professional standards, and SEC and GAAP reporting guidelines. Being a Financial Reporting Director confirms that entries, transactions, and accounts are accurately and properly consolidated and are included in internal and external financial statements. Advises management of trends and changes in reporting requirements and recommends best approach for any changes in reporting. Additionally, Financial Reporting Director may serve as a liaison with or oversee the work of external auditors. May direct the preparation of materials for board or shareholders. Requires a bachelor's degree of Accounting or Finance. Typically reports to top management. The Financial Reporting Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be a Financial Reporting Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Client Services Assistant – Financial Services
About Us: Schmocker Financial Services is a dynamic and forward-thinking independent financial advisory firm dedicated to providing personalized financial solutions to our clients. With a focus on integrity, expertise, and exceptional client service, we strive to help individuals, families, businesses, and business owners achieve their financial goals and secure their financial future.
Position Overview: We are seeking a motivated and detail-oriented Client Services Assistant to join our team. The ideal candidate will play a key role in supporting our advisors and enhancing the efficiency of our office operations. This is an excellent opportunity for individuals with a passion for finance or those looking to gain experience in the financial services industry.
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How to Apply: If you are passionate about finance and interested in joining our team, please submit your resume and a brief cover letter outlining your qualifications and why you are interested in this position by email or mail to Schmocker Financial, 2800 National Dr., Suite 103, Onalaska, WI 54650. We look forward to reviewing your application!
Schmocker Financial Services is an equal opportunity employer and welcomes diversity in the workplace.
Job Type: Full-time
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Work Location: In person
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