by Irma Moore | Mar 25, 2024 | Uncategorized
- areas may include cash, prepaid expenses, accrued expenses and operating expenses)
- Establish strong working relationships cross functionally
- Learn how to use Virta’s accounting tools efficiently
- Learn about Virta’s product offerings and how the business works
Must-Haves
- Bachelor’s degree in accounting or finance
- 1-2 years of experience preferably with a public accounting/private accounting mix
- CPA (or parts passed) preferred
- Ability to read and analyze financial statements/reports
- Comfort with ambiguity and lack of formally defined processes
- Strong problem solving and analytical skills
- Proficient in Microsoft Excel
- Highly organized and detail oriented
by Irma Moore | Mar 25, 2024 | Uncategorized
- Maintains relationships with external service providers, custodians and investment managers.
- Investment cash reconciliation on a daily basis to ensure receivable and payables are current.
- Lead and overseas production of monthly investment packages and key drivers behind investment performances for both USGAAP and Statutory accounting bases.
- Lead hedge effectiveness testing procedures to ensure compliance with USGAAP and Stat guidance.
- Ensure compliance with policies and procedures related to invested assets and Derivatives.
- Lead and manages delivery of audit documentation and provides support to internal and external auditors.
- Researches, interprets and implements applicable accounting guidance, pronouncements and SEC and other regulatory requirements.
Minimum Knowledge & Experience:
- Bachelor’s Degree in Accounting/Finance.
- 7 years of strong investment accounting (5 years of Derivative accounting experience) and reporting experience under both US GAAP and Statutory accounting bases.
- Strong knowledge of investment products in particular derivatives, commercial mortgage loans, fixed income securities and alternatives.
by Irma Moore | Mar 25, 2024 | Uncategorized
his position oversees and directs the work of analysts in a supervisory capacity. This position is responsible for implementing departmental strategy and policies in order to meet team goals, as well as making recommendations to Actuarial management where appropriate.
Essential Functions:
- Responsible for coordinating the activities analysts ensuring accurate and timely release of requested analyses and reports. Responsible for providing training, development, documenting performance issues, if needed, and monitoring and enforcing adherence to Company policies. The Supervisor sets objectives, writes and deliveries performance feedback and appraisals, promotions, salary increases, hiring and disciplinary communications.
- Responsible for coordinating the development and extensive analytical review of various actuarial analyses such as IBNR, trend, rating actions, and valuation work in support of departmental objectives. This includes supporting the junior team members, working with other areas within the Company, producing presentations for senior management and communicating status of deliverables to the department management.
- Oversee calculations, serve as Subject Matter Expert (SME), direct the workflow and ensure that sound actuarial and financial methods are used by Analysts.
- Other responsibilities include:
- Annual Medicare Bidding Actuarial Support
- Monthly financial analysis, Part D & risk score accrual and Data Reconciliation
- Experience study
- Medicare group pricing
- Financial Forecasting
Supervisory Responsibility:
This position manages people – 1-5
Qualifications
Education Level: Bachelor’s Degree in Actuarial Science, Finance, Mathematics or related field. In lieu of a Bachelor’s degree, an additional 4 years of relevant work experience is required in addition to the required work experience.
Experience: 3 years health actuarial experience with demonstrated leadership.
Licenses/Certifications: Associate of the Society of Actuaries (ASA)
by Irma Moore | Mar 25, 2024 | Uncategorized
- Conduct transaction surveillance investigations, identifying potential financial anomalies and suspicious activities
- Assist with reviewing exceptions relating to Client Identification Program, Economic Sanctions screening, and transaction monitoring
- Support the development and execution of Anti-Money Laundering (AML) and economic sanctions compliance risk assessments to address regulatory risks for our Compliance program
- Analyze regulations and their applicability to our products and services, and assist with the development of creative and compliant processes and controls
- Execute projects as directed by the manager, ensuring timely and accurate completion while seeking guidance when needed
- Monitor adherence to policies and procedures, and test the effectiveness of processes and controls
- Identify potential areas of weakness and work with partners to strengthen the associated control environment.
- Monitor the implementation of corrective actions and escalate when appropriate
- Foster collaboration and provide cross-functional support within the department, including areas such as fincrime & fraud, regulatory complaints, product and marketing compliance, and the overall compliance program
- All other duties as assigned
What We’re Looking For:
- 2+ years of financial crimes experience in Financial Services
- Prior professional services, Fintech, or Financial services experience
- ACAMS designation
- Demonstrated knowledge and application of financial crimes laws and regulations (BSA/USA PATRIOT Act/AMLA/FinCEN regs/OFAC regs/ABAC)
- Regulatory experience with Fraud & Disputes
- Demonstrated knowledge of compliance/regulatory risks, processes, and control frameworks, and the ability to design and evaluate the effectiveness of controls embedded within business processes
- Prior professional services, financial services, or regulatory experience
- Clear, concise, and persuasive written and verbal communication
- Strong orientation to deadlines and detail
- Commercially-oriented creative thinker and problem solver
- Strong project management, critical thinking, and analytical skills
- Ability to embrace and champion our core values
- Mature, professional and of unquestionable integrity, carrying out excellent judgment when handling sensitive information
- Proficiency in Excel/Sheets (VLOOKUP, INDEX MATCH, advanced conditional formatting, pivot tables and reporting, macros and VBA) and PowerPoint/Slides
by Irma Moore | Mar 25, 2024 | Uncategorized
Robert Half’s client in the non-profit space is looking for an Administrative Assistant who can remotely support a team on a part time basis. The Administrative Assistant would be responsible for the following functions:
– Data entry into multiple databases
– Review and assist in compiling data regularly
– Review documents closely for accuracy
– Document management (i.e. scanning, file naming, saving, etc.)
– Meeting planning, material preparation and coordination
– Meeting minutes
– Schedule and calendar management
– Occasional travel coordination
– Provide administrative support to a team of 8
– Other administrative duties as assigned
Experience providing administrative support in a fully remote setting is highly preferred!
WHERE: Fully remote
Recent Comments