Financial Reporting Supervisor jobs in Portsmouth, OH

Financial Reporting Supervisor supervises employees responsible for the preparation and distribution of annual and/or quarterly financial statements for external use. Ensures that all documentation complies with company regulations, professional standards, and SEC and GAAP reporting guidelines. Being a Financial Reporting Supervisor may serve as a liaison with external auditors. May require a bachelor's degree. Additionally, Financial Reporting Supervisor typically reports to a manager or head of a unit/department. Working team member that may validate or coordinate the work of others on a support team. Suggests improvements to process, is a knowledge resource for other team members. Has no authority for staff actions. Generally has a minimum of 2 years experience as an individual contributor. Thorough knowledge of the team processes. (Copyright 2024 Salary.com)

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Financial Representative
  • Western & Southern Life
  • MAYSVILLE, KY OTHER
  • Overview

     

    The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.

    Responsibilities

    • Identify market(s) and develop appropriate marketing plan.
    • Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
    • Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
    • Adequately prepare for all appointments through established processes.
    • Conduct all appointments using Western & Southern Life consultative practices and processes.
    • Effectively sell insurance and investment solutions.
    • Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
    • Market for the purposes of developing the Western & Southern Life brand at the local level.
    • Proactively develop community relationships to cultivate and strengthen presence in target market(s).
    • Maintain personal contact with clients to ensure their evolving financial needs are being met.
    • Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
    • Accurately maintain client and company records, payments, etc., in a timely manner.
    • Operate an automobile during both day and night hours.

    Qualifications

    • High level of integrity.
    • Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
    • Strong interpersonal, relationship, and influence skills.
    • Effective communication skills including listening, speaking and writing.
    • Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
    • The ability to influence others to take needed action.
    • Demonstrate personal drive and resilience to achieve goals.
    • Willing and able to network for new clients.

    Educational Requirements

    • Minimum high school diploma or equivalent; college degree preferred.

    Computer Skills and Knowledge of Hardware & Software Required

    • Working knowledge of word processing and spreadsheet applications.
    • Working knowledge of internet and email.

    Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)

    • Obtain and hold State Life and Health license prior to hire.
    • Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.

    Position Demands

    • Access to an automobile and ability to maintain a valid driver’s license.
  • 19 Days Ago

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Financial Representative
  • Western & Southern Life
  • PORTSMOUTH, OH OTHER
  • Overview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and r...
  • 21 Days Ago

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Financial Counselor
  • St. Claire HealthCare
  • Morehead, KY FULL_TIME
  • Position Summary: The Financial Counselor will be required to possess a thorough understanding of the third party payer industry combined with literacy of resources available for the uninsured and und...
  • 12 Days Ago

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Client Advisor
  • Spieldenner Financial Group
  • Portsmouth, OH FULL_TIME
  • Spieldenner Financial Group is a part of the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and givin...
  • 16 Days Ago

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Associate Financial Advisor
  • Edward Jones
  • Flemingsburg, KY FULL_TIME
  • At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have loca...
  • 5 Days Ago

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Office Assistant - Financial Aid (FWS)
  • Morehead State University
  • Morehead, KY FULL_TIME
  • Posting Details Position Type Federal Work-Study Job Title Office Assistant - Financial Aid (FWS) Posting Number STPO039 Grade/Level Level 1 - Entry Student Assistant Hourly Rate for Job Posting $9.50...
  • Just Posted

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0 Financial Reporting Supervisor jobs found in Portsmouth, OH area

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General Manager
  • Sonic Drive-In
  • Portsmouth, OH
  • Description: It's the dream job you never have to wake up from. At SONIC, you'll whistle while you work, gaining a sense...
  • 3/27/2024 12:00:00 AM

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Project Manager - Facility Support Services
  • WASEYABEK DEVELOPMENT COMPANY LLC
  • Portsmouth, OH
  • Job Description Job Description Mission Waséyabek Development Company, LLC (WDC), is a legal entity, created and wholly ...
  • 3/26/2024 12:00:00 AM

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Plant Safety Manager (GR 31) Job
  • PACCAR
  • Chillicothe, OH
  • Company Information PACCAR is a Fortune 500 company established in 1905. PACCAR Inc is recognized as a global leader in ...
  • 3/24/2024 12:00:00 AM

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Cook
  • Healthcare Services Group, Inc.
  • WURTLAND, KY
  • Additional Information: We are looking for A part Time Cook Overview: Who We Are Healthcare Services Group (HCSG) is an ...
  • 3/18/2024 12:00:00 AM

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Dishwasher
  • Healthcare Services Group, Inc.
  • WURTLAND, KY
  • Overview: Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, ...
  • 3/18/2024 12:00:00 AM

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Food Service Worker/Kitchen Helper/Dietary Aide
  • Healthcare Services Group, Inc.
  • WURTLAND, KY
  • Overview: Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, ...
  • 3/18/2024 12:00:00 AM

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Cook
  • Healthcare Services Group, Inc.
  • ASHLAND, KY
  • Additional Information: We are hiring a Swing Cook Overview: Who We Are Healthcare Services Group (HCSG) is an experienc...
  • 3/18/2024 12:00:00 AM

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Food Service Worker/Kitchen Helper/Dietary Aide
  • Healthcare Services Group, Inc.
  • ASHLAND, KY
  • Overview: Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, ...
  • 3/18/2024 12:00:00 AM

Portsmouth is a city in and the county seat of Scioto County, Ohio, United States. Located in southern Ohio 41 miles (66 km) south of Chillicothe, it lies on the north bank of the Ohio River, across from Kentucky, just east of the mouth of the Scioto River. The population was 20,226 at the 2010 census. Portsmouth is at the confluence of the Ohio, Scioto, and Little Scioto rivers. It is a midway point among four major cities: Charleston, West Virginia, Cincinnati and Columbus, Ohio; and Lexington, Kentucky, each of which are approximately ninety miles away (roughly a two-hour drive). Much of t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Reporting Supervisor jobs
$62,560 to $87,490
Portsmouth, Ohio area prices
were up 1.3% from a year ago

Financial Reporting Supervisor in Austin, TX
Review journal entries and annual reports for reasonableness and accuracy at regular intervals before finalizing.
April 24, 2021
Develop and present ad-hoc analyses, reports, and/or presentations to management.
August 10, 2021
Develops policies and procedures in accordance with GAAP and good internal control practices.
September 03, 2021