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Our client is a well-established financial institution providing comprehensive services to private clients, institutions, and corporations. They are currently seeking a skilled Investment Banking Supervisor Analyst to join their team and monitor investment banking projects.

The Investment Banking Supervisor Analyst will provide regulatory guidance, and ensure compliance with relevant laws, regulations, and industry standards for investment banking. They will be responsible for monitoring and assessing compliance risks, developing, and implementing compliance policies and procedures, conducting internal audits, and providing guidance as needed.

This Role Offers:

Competitive base salary and bonuses, plus comprehensive benefits, including medical/dental, etc. Opportunity to join an established company and collaborate with teams with decades of experience in investments and private equity. Multiple advancement paths. Opportunity to develop niche skills. Outstanding company culture with a focus on camaraderie and respect. Central role as a key team contributor, involved in discussions surrounding crucial business decisions.

Focus:

Stay up-to-date with applicable laws, regulations, and industry standards pertaining to investment banking operations. Monitor and assess compliance risks associated with investment banking activities and identify potential areas of non-compliance. Develop and implement compliance policies, procedures, and controls to mitigate risks and ensure adherence to regulatory requirements. Conduct regular internal audits to assess compliance with established policies and procedures. Collaborate closely with management to develop and implement effective policies and procedures. Investigate and address compliance-related incidents, including conducting internal investigations and implementing corrective actions. Prepare and submit reports to regulatory authorities as required. Maintain accurate documentation of compliance activities, including records of audits, investigations, and training sessions.

Skill Set:

2+ years of corporate financial compliance experience. Bachelor’s degree in finance, business, or a related field. Strong knowledge of regulatory frameworks (SEC and FINRA). Must be certified in FINRA Series (7 or 24); Series 79 certification highly preferred. Proficient in compliance software and Microsoft Office Suite. Strong background collaborating with key stakeholders and overseeing projects. Excellent analytical and problem-solving skills. Detail-oriented with high ethical standards. Effective communication and interpersonal skills. Demonstrated success in a fast-paced environment. Willingness to learn, strive toward continuous improvement.

About Blue Signal:
Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership. Learn more at bit.ly/3lN4mhQ

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Our client offers business and financial consulting services to companies across the country. With over 70 years in the industry, they have built an impressive reputation based on bringing value and integrity to all client services. Due to continued growth of the practice, they are hiring a Project Manager to lead various ERP-based projects.

The Project Manager will act as the primary point person when interacting with clients to develop unique ERP solutions, and leading project lifecycles, end to end. They will manage the projects’ budget and scope and establish project standards.

This Role Offers:
• Competitive base salary, performance bonuses, medical/dental/vision, 401(k) match, and PTO.
• Strong record of corporate responsibility and mission to provide added value in all they do.
• Many career advancement paths and support for training and certifications.
• Strong portfolio of nationally recognized customers and partners.
• Large pool of financial resources and software tools.
• Access to upper management and high degree of influence over business processes.
• High emphasis on cultural fit and employee satisfaction. Very high average employee tenure.

Focus:
• Lead the migration, implementation, and overall consulting for client projects hosted on SAP ERP software, from proposal to close-out.
• Work cross-functionally with account management and consulting teams throughout the sales process.
• Establish project charter including scope of work, goals, deliverables, and changes.
• Identify and recommend the internal and/or external resources to reach the project goals and manage day-to-day operational aspects of projects.
• Assess and mitigate project risks. Recommend solutions to senior leadership.
• Determine project objectives, timeline, budget, and performance standards. Ensure proper documentation for projects.
• Coordinate project resources, tasks, and personnel.
• Stay continually appraised of project status and report to stakeholders.

Skill Set:
• 3+ years of project management experience. Background working in a high-level consulting environment is a plus.
• Relevant Bachelor’s degree is required; PMP or Six Sigma certifications are strongly preferred.
• 2+ years of proven experience working with ERP solutions such as SAP, MS Dynamics, Oracle, etc. Hands-on implementation experience, is a plus.
• Demonstrated success in IT consulting and technology project management, utilizing related software and methodologies.
• Strong leadership and communication skills; able to coordinate between departments and with third-party vendors. Confidence in customer-facing aspects.
• Superb time management skills and able to handle multiple, simultaneous deadlines effectively and efficiently.
• Team-oriented drive with a focus on the big picture and the greater good of the company.
• Excellent support, presentation, and relationship-building skills.

About Blue Signal:
Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership. Learn more at bit.ly/3lN4mhQ

Upgrade your resume prior to applying with resumeandcareerservices.com.
Our client is a leader in the financial services space, serving customers across the country and the globe. They are hiring a Staff Accountant to support accounting and financial activities within the company. The Staff Accountant will manage assigned general ledger tasks to support month-end close, AR/AP, payroll, invoicing, and account reconciliations. They will maintain accurate accounting records and assist with accounting projects as needed.

This Role Offers:
• Competitive base salary plus benefits package including medical/dental/vision, 401k match, tuition reimbursement, PTO, etc.
• High employee tenure with a strong internal culture of promotion and training.
• Strong record of corporate responsibility and mission better their communities.
• Multiple career advancement paths and opportunities for growth.
• Culture of high performance and quality customer care.
• Robust portfolio of clients with the opportunity to work with international customers.
Focus:
• Deliver accounting activities and documentation, including general ledger, reconciliation, cash flow management, accounts payable/receivable, and monthly and year-end close process.
• Prepare and send invoices, following up on any outstanding balances to resolve billing discrepancies.
• Reconcile, maintain, and update customer accounts and accounts receivable ledger.
• Work with leadership to develop and implement departmental policies and procedures.
• Maintain, analyze, and report on invoicing and accounts payable across all related departments.
• Conduct financial modeling from large data sets and develop actionable conclusions.
• Ensure compliance with all federal, state, and local regulations and standards.

Skill Set:
• 2+ years of accounting experience in a related industry/role.
• Must have a BS in Accounting. CPA license a plus.
• Firm understanding of accounting principles, financial regulations, and invoice reporting.
• Analytical mindset with strong problem-solving skills and attention to detail.
• Quick learner and ability to work in a fast-paced environment.
• Proficiency with 10-key, and other accounting software.
• Proficiency with Excel, including V-lookups, advanced formulas, and pivot tables required.
• Strong skills in bookkeeping, project management, and organization.
About Blue Signal:
Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership. Learn more at bit.ly/3lN4mhQ

Upgrade your resume prior to applying with resumeandcareerservices.com.

Our client is an industry expert accounting firm offering best-in-class financial assistance and business support. They focus on the tax sector and provide services for clients across various industries. They are looking to hire a Tax Associate to support the team in financial service offerings and client management.

The Tax Associate will work cross-functionally to assist with tax return processing for clients. They will focus on reporting, tax preparation, processing, and tax law at the federal and state level. This role will be supporting the overall day-to-day functions of the AP processes and basic accounting tasks.

This Role Offers:

• Competitive base salary plus comprehensive benefits, including medical/dental/vision insurance, PTO, flexible schedules, and 401k match.
• Ample opportunities for professional growth and advancement.
• Team-orientated culture that fosters a supportive and collaborative work environment.
• Ability to strengthen analytical and critical thinking skills through intellectual stimulation and experience supporting interesting and important legal situations.
• Build professional networks with colleagues, clients, and other professionals in the legal industry.

Focus:

• Support with the accounts payable cycle, assisting with payroll, tax returns, collections, etc.
• Support active communication with clients to ensure client satisfaction and deadlines are met.
• Assist with preparations of financial reports, financial statements, and financial analysis to present to clients.
• Ensure accurate, efficient processing and disposition of correspondence, such as emails, phone conversations, written communication, presentations, etc.
• Stay current and ensure adherence to best practices, government regulations, risk management, and proper tax procedures.
• Organize and maintain confidential correspondence and files.
• Maintain excellent documentation for all activities.

Skill Set:

• 3+ years of accounting/bookkeeping experience.
• Bachelor’s degree in Accounting.
• Proven knowledge of tax preparation, bookkeeping, payroll, accounts payable, etc.
• Proficiency with accounting software in relation to accounting, research, and taxes.
• Strong muti-tasking skills with the ability to manage multiple client needs/projects at once.
• Strong understanding of accounting best practices and procedures.
• Excellent client management and communication skill both verbal and written.

About Blue Signal:

Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership. Learn more at bit.ly/3lN4mhQ

Our client is a comprehensive finance company catering to patrons across the region, committed to delivering proficient, bespoke assistance and counsel in an extensive spectrum of commercial and monetary requirements. They are looking to hire a Tax Manager to support financial service offerings and client management.

The Tax Manager will work cross-functionally to support the tax return processing for clients. They will focus on reporting, tax preparation, processing, and tax law at the federal and state level. This role will act as a leader in the department by assisting and managing direct reports.

This Role Offers:

Competitive base salary and generous bonus structure, plus comprehensive benefits, including medical/dental/vision insurance with employer contribution, and 401k match. Company was built on the values of work-life balance, leadership encourages employees to take PTO and offers flex time for appointments. Company shifting to a hybrid work schedule in the near future. Excellent company culture with high retention rates and frequent company activities/parties.

Long-lasting client relationships with the opportunity to build connections across industries. Multiple career advancement paths with the ability to become Partner in the future.

Focus:

Plan, execute, direct, and complete tax returns for clients in a wide variety of industries.

Interact closely with clients to provide innovative tax planning and compliance expertise. Oversee tax planning and research tax issues to direct accounts on the optimal solutions. Lead, train, and monitor a team of Tax Accountants throughout tax preparation. Maintain active communication with clients to ensure client satisfaction, make sure deadlines are met, and lead change efforts effectively. Prepare financial reports, financial statements, and financial analysis to present to clients.

Stay current on and ensure adherence to best practices, government regulations, risk management, and proper tax procedures. Maintain excellent documentation for all activities.

Skill Set:

5+ years of public accounting and tax experience. Experience in senior-level engagements, responsibilities, and leadership aspects.

Bachelor’s degree in Accounting. CPA license or eligibility required. Background managing partner taxation is required. Proficiency with accounting software in relation to accounting, research, and taxes. Strong muti-tasking skills with the ability to manage multiple client needs/projects at once. Strong understanding of accounting best practices and procedures.

Excellent client management and communication skill both verbal and written.

Upgrade your resume prior to applying with resumeandcareerservices.com.

Our client is an industry expert accounting firm offering best-in-class financial assistance and business support. They focus on the tax sector and provide services for clients across various industries. They are looking to hire a Sr. Tax Associate to support the team in financial service offerings and client management.

The Sr. Tax Associate will work cross-functionally to support the tax return processing for clients. They will focus on reporting, tax preparation, processing, and tax law at the federal and state level. This role will act as a leader in the department by assisting the Tax Manager and mentoring junior-level associates.

This Role Offers:

• Competitive base salary plus comprehensive benefits, including medical/dental/vision insurance, PTO, flexible schedules, and 401k match.
• Ample opportunities for professional growth and advancement.
• Team-orientated culture that fosters a supportive and collaborative work environment.
• Ability to strengthen analytical and critical thinking skills through intellectual stimulation and experience supporting interesting and important legal situations.
• Build professional networks with colleagues, clients, and other professionals in the legal industry.

Focus:

• Plan, execute, direct, and complete tax returns for clients in a wide variety of industries.
• Act as a mentor to more junior-level Tax Accountants throughout tax preparation.
• Maintain active communication with clients to ensure client satisfaction, make sure deadlines are met, and lead change efforts effectively.
• Utilize research skills and apply tax foundational knowledge to understand potential tax issues.
• Support the preparations of financial reports, financial statements, and financial analysis to present to clients.
• Ensure accurate, efficient processing and disposition of correspondence, such as emails, phone conversations, written communication, presentations, etc.
• Stay current and ensure adherence to best practices, government regulations, risk management, and proper tax procedures.
• Maintain excellent documentation for all activities.

Skill Set:

• 5+ years of public/tax accounting experience.
• Bachelor’s degree in Accounting and CPA license or eligibility.
• Senior-level knowledge of tax preparation and processing.
• Leadership skills with the ability to mentor junior staff.
• Proficiency with accounting software in relation to accounting, research, and taxes.
• Strong muti-tasking skills with the ability to manage multiple client needs/projects at once.
• Strong understanding of accounting best practices and procedures.
• Excellent client management and communication skill both verbal and written.

About Blue Signal:

Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership. Learn more at bit.ly/3lN4mhQ

Our client is a leader in the financial services space, serving customers across the country and globe. They are hiring an Accountant – Tax to support finance services and client management.

The Accountant – Tax will focus on supporting client’s tax returns through preparation, reporting, audits, etc. This role will require a well-balanced background in partnership, trust, and individual income tax.

This Role Offers:

• Competitive base salary plus benefits package including medical/dental/vision, 401k match, tuition reimbursement, PTO, etc.
• High employee tenure with a strong internal culture of promotion and training.
• Strong record of corporate responsibility and mission better their communities.
• Multiple career advancement paths and opportunities for growth.
• Culture of high performance and quality customer care.
• Robust portfolio of clients with the opportunity to work with international customers.

Focus:

• Plan and execute partnership, trust, and individual tax returns for clients.
• Interact closely with clients to provide innovative tax planning and compliance expertise.
• Support tax planning and research tax issues to direct accounts on the optimal solutions.
• Maintain active communication with clients to ensure client satisfaction, make sure deadlines are met, and lead change efforts effectively.
• Prepare financial reports, financial statements, and financial analysis to present to clients.
• Stay current on and ensure adherence to best practices, federal and state regulations, risk management, and proper tax procedures.
• Maintain excellent documentation for all activities.

Skill Set:

• Must have a BS in Accounting. CPA license a plus.
• In-depth experience managing individual, trust, partnership, and franchise tax returns, from beginning to end.
• Background supporting tax preparation, overall client strategy, and experience with exchanges and adjustments.
• Proficiency with Excel, including V-lookups, advanced formulas, and pivot tables required.
• Strong skills in bookkeeping, project management, and organization.

Upgrade your resume prior to applying with resumeandcareerservices.com.

Our client offers business and financial consulting services to companies across the country. With over 70 years in the industry, they have built an impressive reputation based on bringing value and integrity to all client services. They are hiring a Senior Consultant to design and implement data processes and architecture to uncover opportunities for improvement.

The Senior Consultant will support initiatives between functional aspects of the company and senior leadership. They will work to translate business requirements into conceptual software implementations, while redesigning and presenting procedure development.

This Role Offers:

• Competitive base salary, performance bonuses, medical/dental/vision, 401(k) match, and PTO.
• Many career advancement paths and support for training and certifications.
• Strong portfolio of nationally recognized customers and partners.
• Access to many financial resources and software tools.
• Access to upper management and high degree of influence over business processes.
• High emphasis on cultural fit and employee satisfaction. Very high average employee tenure.

Focus:

• Assist in improving organizational processes to achieve project objectives and business success.
• Participate in meetings with team members and clients to identify areas for improvement.
• Develop, document, and present changes to current business solutions and processes, as needed.
• Participate in process changes, technology deployments, and other implementations to support process improvement initiatives based on findings.
• Facilitate system reviews and updates, acting as the SME for issues that arise.
• Oversee and communicate project stages, ensuring deadlines and/or communicating changes.
• Assist with process training and demos, communicating processes and terms clearly and effectively.

Skill Set:

• Bachelor’s degree in Business or a related field. MBA a plus.
• 3+ years of experience in process development and technology implementation in a consulting firm environment.
• Background in healthcare and/or insurance space, a plus.
• Proven track record of using technology and information to capitalize on business opportunities and deliver optimized results.
• Experience in selecting and documenting business processes and leveraging related software, tools, and technology.
• Able to quickly and efficiently troubleshoot such problems utilizing team resources to coordinate solutions.
• Expertise in MS Office suite.
• Strong self-starter, motivated, enthusiastic, risk taker, innovative, and customer service oriented with a record of success.

About Blue Signal:

Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership. Learn more at bit.ly/3lN4mhQ

Upgrade your resume prior to applying with resumeandcareerservices.com.

Our client holds a large amount of market share in the drug/pharma formulations field. They are hiring a Cost Accountant to oversee documentation and compliance for the general ledger and other internal accounting.

The Cost Accountant is responsible for engagements regarding best practices, pricing analysis, and accounting. Primarily, they will review budgets, forecasts, revenue, pricing comparison, and more to find cost savings opportunities and support the financial health of the business.

This Role Offers:

• Competitive base salary plus outstanding benefits package and bonus potential.
• High employee tenure with low red tape culture. They hire professionals and trust their expertise, giving them room to make tangible impacts.
• Company has strong financial standing – holding nearly half of market share, and looking to triple headcount to meet demand by 2024.
• Industry is on the rise – with health initiatives taking precedence, the pharma, drug, and supplement companies are booming.
• Company on the cutting edge of innovation, with operations dedicated to creating new products as well as supporting current brands.
• High level of autonomy in this role, taking part in a lean team where you would be the sole owner of the role – giving you the chance to truly build your career to what you want it.

Focus:

• Responsible for data reporting and analysis by creating and implementing reporting processes.
• Develop and present reports related to revenue, profitability, budgets, market forecasts, cost accounting, gross margin analysis, and pricing analysis.
• Gather and map financial data, pull relevant statistics and metrics, and present monthly reports on KPIs. Guide partners and key stakeholders in understanding financial data sets.
• Assist teams in setting budgets, pricing models, accounting procedures, and sales goals. Report on customer and product line profit.
• Conduct financial modeling from large data sets and develop actionable. Model business cases and present data insights to management for areas related to cost reduction.
• Develop in-house policies for accounting in accordance with industry standard practices. Ensure internal controls, compliance, and best practices are upheld through SOX, ERP, GAAP, and other regulations.
• Conduct business impact analysis and implement profitability improvements.
• Complete ad hoc projects for management and executives as needed.

Skill Set:

• 5+ years of cost accounting experience within manufacturing, GMP, or related environment.
• Bachelor’s degree in finance, economics, accounting, business, or a related field, preferred.
• Proficiency with financial software like MS Excel (including V-lookups, advanced formulas, and pivot tables), finance databases, and ERP platforms.
• Industry certifications (CPA, CFA, FRM, or FMWV) are a strong plus.
• Data reporting skills, including data mining, data warehouses, Power BI, and analytics.
• Strong understanding of accounting principles, financial regulations, and business-case reporting.
• Excellent reporting and presentation skills a must. Ability to speak to stakeholders from all aspects from business and add value to decision-making.

About Blue Signal:

Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership. Learn more at bit.ly/3lN4mhQ.