6448 Finance jobs in Carle Place,NY

A Bachelor's degree in finance, business administration, or alternate related analytical field is required
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Interpersonal, communication, and presentation skills
Driven, motivated, and coachable
Be willing to help others
New York Life will pay and cover all expenses for training and the exam

Wisen HR

Stamford, CT 06902

Serur Organization

Carle Place, NY

Citizens

Brooklyn, NY 11210

High School degree or GED
Minimum of 6 months experience processing transactions (cash and/or digital payments)
Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers
Strong listening and communication skills
Ability to effectively ask questions and identify needs to enhance and develop a long-term customer relationship
Ability to problem solve and provide solutions to customer issues
Customer-centric to deliver exceptional service
Comfortable with using digital technology to support the delivery of business goals
Ability to work branch hours, which can include weekends and evenings
Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link

Citizens Careers

Brooklyn, NY 11226

UVEye

Teaneck, NJ 07666

Bachelor's degree in Accounting or Finance
CPA strongly preferred
7+ years of progressive accounting experience, including ownership of month-end close
Strong technical accounting knowledge and experience applying US GAAP in complex areas
Prior experience in manufacturing, hardware, or inventory-heavy environments
Demonstrated experience managing external audits and preparing technical accounting documentation
Advanced experience with NetSuite or similar ERP systems
Proven ability to manage and develop accounting staff
Hands-on and highly detail-oriented, organized, and comfortable operating in a fast-paced, scaling environment
Strong written and verbal communication skills, particularly in explaining accounting matters to non-accounting stakeholders