Description

Payroll Coordinator – Remote (TX or GA)

Schedule: Monday–Friday, 8:00 AM – 4:30 PM

Pay Range: $18–20 per hour DOE

Join Our Payroll Team

Northwest Cascade, Home of Honey Bucket, is seeking a detail-oriented Payroll Coordinator to support payroll operations for our growing, employee-owned company. This role is ideal for someone with at least one year of payroll experience who enjoys working with numbers, systems, and processes while providing excellent service to employees and managers.

The successful candidate will be highly organized, accurate, and comfortable handling sensitive employee information in a fast-paced environment.

What You'll Do

• Process and audit employee payroll and HR data in Paylocity
• Ensure new hire onboarding and employee records are completed accurately
• Enter and review employee status, wage, and deduction changes
• Assist with payroll reporting, billings, reconciliations, and audits
• Respond to Verifications of Employment (VOEs)
• Support benefits administration and employee data maintenance
• Run and distribute recurring payroll reports
• Respond to employee and manager payroll-related inquiries
• Assist with payroll compliance and recordkeeping requirements
• Provide administrative support to the Payroll Team
• Perform other duties and special projects as assigned
  
  

Requirements

What We're Looking For

• Minimum one year of payroll experience
• Experience working in a payroll or HRIS system required; Paylocity experience preferred
• Strong attention to detail and commitment to accuracy
• Intermediate to advanced Excel skills, including formulas, VLOOKUPs, pivot tables, and data analysis
• Ability to maintain confidentiality and handle sensitive information professionally
• Strong organizational and time management skills
• Team-oriented mindset with a willingness to support a variety of payroll and administrative tasks
• Curious and proactive approach to problem-solving and process improvement
• Excellent written and verbal communication skills
  
  

What We Offer

• Employer-paid Medical, Dental, and Vision Insurance
• 401(k) with Company Match
• Remote Work-from-Home Monthly Stipend
• Paid Time Off
• Tuition Reimbursement
• Full-Time, Year-Round Stability
  
  

Why Northwest Cascade, Home of Honey Bucket?

At Northwest Cascade, we believe in developing our people and promoting from within. You'll join a supportive team where your work directly impacts employees across multiple states and business operations.

• Employee-owned company
• Opportunities for growth and career advancement
• Hands-on payroll training and professional development
• Stable schedule and fully remote work environment
• Collaborative team culture focused on continuous improvement
  
  

Our Core Values: Customer Focus. Can Do Attitude. Be Accountable. Commitment.

Equal Opportunity Employer

Northwest Cascade, Inc. is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive workplace where employees of all backgrounds feel respected, valued, and empowered to succeed. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other status protected by applicable law.

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio’s Assurance team and you will help clients maximize their opportunities.  Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Manager to join their dynamic team.

Responsibilities:

• Conducting multiple auditing projects and client engagements
• Effectively communicating with partners, staff and clients regarding expectations, status of engagements and other matters
• Initiating an active role in marketing our firm services resulting in new business
• Continuously fostering relationships with coworkers and clients
• Traveling 15-20% of the time

Qualifications:

• 4-year bachelor’s degree in Accounting
• Master’s degree preferred
• Licensed CPA
• Developed specialties in Real Estate, Manufacturing & Distribution, and/or Retail
• 4-7 years of experience working for a public accounting firm
• Energetically managing, coaching, and developing staff accountants
• Analytical skills in relation to financial statements and other financial information
• Effective written and verbal communication skills with clients and co-workers
• Demonstrating initiative and willingness to lead, make decisions, and work independently

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

- Medical, Dental, and Vision Insurance on the first day of employment

- Flexible Spending Account and Dependent Care Account

- 401k with Profit Sharing

- 9+ holidays and discretionary time off structure

- Parental Leave – coverage for both primary and secondary caregivers

- Tuition Assistance Program and CPA support program with cash incentive upon completion

- Discretionary incentive compensation based on firm, group and individual performance

- Incentive compensation related to origination of new client sales

- Top rated wellness program

- Flexible working environment including remote and hybrid options

What’s in it for you:

- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.

- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.

- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.

- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.

- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.

- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 18K clients globally. Building a category takes grit, determination, and a disdain for convention—but most of all it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.

When you join one of our teams, you’ll be part of a nimble group that’s empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the microphone and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not, they’ll find you. From retail to government to healthcare, we’re on a mission to bring humanity, connection, and empathy back to business. Join over 5,000 people across the globe who think that’s work worth doing.

Accountant

Why We Have This Role

Qualtrics is looking for an energetic and self-motivated individual to join our Finance team. We are a goal-oriented team that works hard and enjoys the incredible trajectory that Qualtrics provides. This is a job for a well-spoken, hard-working and self-starting accountant with excellent social skills. If you enjoy working in a fast-paced environment on a daily basis, this job may be a good fit for you!

How You’ll Find Success

• You are highly communicative and can effectively influence others, building trust within the team.

• You serve as a resource for collaboration and thought-partnership for many members of the team.

• You are a trusted resource for business partners, able to resolve complex problems effectively and efficiently.

• You help find efficiencies by supporting the automation of accounting and other business processes.

• You contribute to meaningful projects impacting the Accounting team by taking ownership of specific tasks, understanding stakeholder needs, and ensuring deadlines are met.

How You’ll Grow

• You will deepen your technical expertise by learning to research complex accounting guidance and analyze US GAAP implications for the business.

• You will evolve from identifying process gaps to owning the implementation of automation solutions that improve team efficiency.

• You will grow your project management capabilities by taking ownership of strategic initiatives from conception through to execution.

• You will expand your influence by building trusted partnerships with senior leaders and cross-functional teams across the organization.

Things You’ll Do

• Own specific areas of the month-end close process, completing requirements on time and with accuracy, requiring minimal oversight.

• Prepare journal entries and perform reconciliations with a strong understanding of US GAAP, knowing when to raise concerns or flag transactions for technical review.

• Work with internal and external auditors.

• Assist in the preparation of schedules and financial statements for annual audits.

• Identify gaps in current systems and processes and propose potential solutions for automation.

• Help with other accounting duties and ad-hoc requests as they come.

What We’re Looking For On Your Resume

• Master’s degree in Accounting OR Bachelor’s degree in Accounting and a minimum of 1+ years of accounting experience.

• Excellent problem-solving and analytical skills.

• Ability to remain flexible in a fast paced and rapidly changing environment.

• Knowledge of generally accepted accounting principles (GAAP).

• Able to work within a team environment effectively, as well as function independently.

• Great oral and written communication skills.

• CPA certification is a plus.

• Experience with NetSuite, VBA macros, AI and other data analytics tools.

What You Should Know About This Team

• We have fun while doing our best as a Finance team. We’re a group of driven individuals who are intelligent, organized, and dedicated.

• Goal-oriented approach: We pride ourselves on contributing to the company’s primary objectives. Every task we perform is aligned to these goals.

• Analytical mindset: We provide timely, accurate data and analysis to help drive optimal business decisions across the organization.

• Multifaceted roles: Our work goes beyond administrative tasks. We lead projects, improve processes, and drive team initiatives creating strong opportunities for professional growth.

• Collaborative environment: Partnering across locations, we foster a culture of smooth communication and collaboration. We work together to accomplish our goals and support Qualtrics’ rapid growth.

Our Team’s Favorite Perks and Benefits

• Qualtrics Annual Experience Program: $1,800 experience bonus after your first year.

• Wellness bonus: Up to $1,200 annually.

• Catered meals everyday, in-office snacks and cafe.

• A worldwide, diverse community that enjoys helping each other.

• Open, collaborative office spaces we’re proud of.

The Qualtrics Hybrid Work Model: Our hybrid work model is elegantly simple: we all gather in the office three days a week; Mondays and Thursdays, plus one day selected by your organizational leader. These purposeful in-person days in thoughtfully designed offices help us do our best work and harness the power of collaboration and innovation. For the rest of the week, work where you want, owning the integration of work and life. #hybrid

Qualtrics is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.

​​​​​​​Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave Act, Equal Opportunity Employment, Employee Polygraph Protection Act

Qualtrics is committed to the inclusion of all qualified individuals. As part of this commitment, Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let your Qualtrics contact/recruiter know.

Not finding a role that’s the right fit for now? Qualtrics Insiders is the one-stop shop for all things Qualtrics Life. Sign up for exclusive access to content created with you in mind and get the scoop on what we have going on at Qualtrics - upcoming events, behind the scenes stories from the team, interview tips, hot jobs, and more. No spam - we promise! You’ll hear from us two times a month max with fresh, totally tailored info - so be sure to stay connected as you explore your best role and company fit.

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio’s Outsourced Accounting team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Accounting Associate to join their dynamic team.

Working in a highly experienced, high quality, collegial team of accounting professionals, the Senior Accounting Associate will lead the monthly close process for a set of clients in the Government Contracting sector. This position involves training and overseeing the work of Staff Accountants while completing the most technically complex tasks on the engagement and working with the engagement manager to provide superior customer service. This is an excellent opportunity for a corporate or public accountant who wants a highly rewarding position that works with various companies helping them move their business forward.

Position Responsibilities:

• Establish and foster positive relationships with clients.
• Ensure timely communication as to project status both internally and externally.
• Work as part of a team to provide outsourced accounting services for multiple clients.
• Preparation of balance sheet account reconciliations, GAAP based financial statement packages and supporting analytical worksheets
• Preparation and oversight of client invoicing. Must have a comprehensive understanding of billing requirements for federal contractors.
• Work closely with tax and audit associates to ensure GAAP accounting and tax accounting is accurate.
• Become technically proficient in several cloud-based accounting software systems.
• Prepare and review monthly close entries including payroll, fringe, prepaid and liability accruals.
• Work independently in a highly flexible, remote model utilizing MS Teams

Qualifications:

• 4 Year Accounting degree required
• 2-4 Years experience in Accounting
• Experience with QuickBooks and/or Unanet preferred
• Superior time management and organization skills
• Proficient in the use of Excel
• Excellent written and verbal communication skills
• Ability to work independently in a highly flexible, remote model utilizing MS Teams
• Desire to provide top quality customer service

$90,000 - $125,000 a year

The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.

The application window is anticipated to close on July 6th and may be extended as needed.

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

- Medical, Dental, and Vision Insurance on the first day of employment

- Flexible Spending Account and Dependent Care Account

- 401k with Profit Sharing

- 9+ holidays and discretionary time off structure

- Parental Leave – coverage for both primary and secondary caregivers

- Tuition Assistance Program and CPA support program with cash incentive upon completion

- Discretionary incentive compensation based on firm, group and individual performance

- Incentive compensation related to origination of new client sales

- Top rated wellness program

- Flexible working environment including remote and hybrid options

What’s in it for you:

- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.

- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.

- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.

- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.

- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.

- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to.  As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

We’re looking for an Associate Paraplanner to join our growing paraplanning function in Newcastle. This role is ideal for someone who has already started their Level 4 qualification and is looking to develop their technical skills within a structured, supportive paraplanning environment.

You’ll work closely with Paraplanners, Advisers, and Client Support teams to ensure cases are accurate, complete, and ready to progress—enabling suitability reports to be produced efficiently and without delay.

We can off a clear development pathway within a structured paraplanning team. Exposure to varied and technically engaging cases, a supportive environment focused on quality, collaboration, and learning and an opportunity to continue progressing towards full Paraplanner/Advising status.

Responsibilities

• Undertaking technical research to support suitability reports and recommendations
• Producing basic report writing and documentation to a high standard
• Liaising with Advisers and Client Support staff to ensure all information and requirements are complete
• Reviewing files to ensure they are compliant, accurate, and capable of being actioned promptly
• Supporting the paraplanning team with case preparation and workflow management
• Maintaining a strong understanding of regulatory requirements and internal processes

Requirements

• A minimum of 2 years’ experience within the financial services profession.
• Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent
• Experience gained with Intelligent Office would be an advantage
• Experience within Financial Services administration or a similar environment.
• Experience of working with IT systems that support this service.

Our employees are talented people, distinguished by excellence.  You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Some of our benefits:

- Competitive salary

- Private Medical Insurance post probation

- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)

- 25 days Annual Leave (plus buy and sell up to 5 days)

- Office Christmas close (3-days)

- Life Assurance

- Health cash plan

- Hybrid working

- Discretionary performance related bonus

- Employee Assistance Programme

- And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to.  As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

About the role

Our team in Newcastle is growing!

Are you a level 4 qualified Paraplanner looking for the opportunity of a new challenge?

You’ll play a key role in delivering an outstanding client experience by providing high‑quality technical and report‑writing support to our advisers. Working closely with our Paraplanning team, you’ll produce clear, tailored suitability reports that reflect individual client needs, while also helping to keep our report templates and models accurate, current and fit for purpose.

Responsibilities

• Analysis - full analysis of clients’ requirements, development of cash flow models and accurate recording of client data
• Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports
• Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
• Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
• Client Relationship Building - servicing client’s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations
• Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process
• Partners – working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan

Requierments

• A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes
• 2 years industry experience – as a minimum
• Excellent administrative, research, report writing and communication skills
• Excellent analytical skills with a preference for working in a structured, planned manner
• Ongoing self-development to maintain appropriate level of CPD for role

Our employees are talented people, distinguished by excellence.  You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Some of our benefits:

- Competitive salary

- Private Medical Insurance post probation

- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)

- 25 days Annual Leave (plus buy and sell up to 5 days)

- Office Christmas close (3-days)

- Life Assurance

- Health cash plan

- Hybrid working

- Discretionary performance related bonus

- Employee Assistance Programme

- And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to.  As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

We’re looking for an Associate Paraplanner to join our growing paraplanning function in Edinburgh. This role is ideal for someone who has already started their Level 4 qualification and is looking to develop their technical skills within a structured, supportive paraplanning environment.

You’ll work closely with Paraplanners, Advisers, and Client Support teams to ensure cases are accurate, complete, and ready to progress—enabling suitability reports to be produced efficiently and without delay.

We can off a clear development pathway within a structured paraplanning team. Exposure to varied and technically engaging cases, a supportive environment focused on quality, collaboration, and learning and an opportunity to continue progressing towards full Paraplanner/Advising status.

Responsibilities

• Undertaking technical research to support suitability reports and recommendations
• Producing basic report writing and documentation to a high standard
• Liaising with Advisers and Client Support staff to ensure all information and requirements are complete
• Reviewing files to ensure they are compliant, accurate, and capable of being actioned promptly
• Supporting the paraplanning team with case preparation and workflow management
• Maintaining a strong understanding of regulatory requirements and internal processes

Requirements

• A minimum of 2 years’ experience within the financial services profession.
• Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent
• Experience gained with Intelligent Office would be an advantage
• Experience within Financial Services administration or a similar environment.
• Experience of working with IT systems that support this service.

Our employees are talented people, distinguished by excellence.  You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Some of our benefits:

- Competitive salary

- Private Medical Insurance post probation

- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)

- 25 days Annual Leave (plus buy and sell up to 5 days)

- Office Christmas close (3-days)

- Life Assurance

- Health cash plan

- Hybrid working

- Discretionary performance related bonus

- Employee Assistance Programme

- And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to.  As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

We are interested in speaking with individuals based in Newcastle for this position!

The main purpose of this role is research and write advice reports, support training and development of the team, and to take an active role in maintaining paraplanning tools and reference material.

We offer a competitive hybrid working pattern for this Senior Paraplanning role.

As part of your Senior role within Paraplanning you will be responsible for providing support to the team manager as required. Deputising during periods of absence, providing coaching, mentoring or training support for the team and being a model of excellence.

This is a fantastic opportunity for someone looking to step up to the next level as a Paraplanner.

Responsibilities

• To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.

• To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given.

• Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations with a high level of accuracy and care.

• Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.

• To ensure that the customer experience follows the Group’s defined standards and TCF is always maintained.

• To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent data quality and compliant performance in the job role.

• Update workflow records to facilitate the production of accurate management information in a timely manner.

• Manage workloads as required and liaise with Line Manager to highlight over/under capacity. Ensuring relevant workflows are kept up to date to accurately reflect workflow.

• Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality.

• Ensure effective communication with CS, advisers, and other colleagues to ensure a great customer experience.

• To run own case load efficiently and keep all own case records and files up to date and to departmental required standards.

• To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate.

• To obtain illustrations and Key Features documentation in support of recommendations to clients.

• Ensure technical knowledge and general industry knowledge is always maintained.

• Providing coaching, mentoring, or training support for Paraplanners

• Being a model of excellence and Group process adherence

• Proactively identify opportunities to improve paraplanning process

Critical Skills

• Excellent written and oral communication skills.
• Methodical and highly organised.
• Accurate with good attention to detail.
• Complex problem solving.
• Coaching and mentoring.
• Ability to liaise with colleagues in an articulate and pleasant manner.
• High degree of numeracy.
• Enthusiasm.
• Accuracy.
• Ability to work under pressure and manage own workload.
• Ability to work as part of a team and to learn new skills/knowledge.
• Excellent standard of written and verbal communication
• Good decision-making skills
• Analytical mind and excellent attention to detail
• Excellent time management skills with an ability to work to deadlines

Experience Required

• 1+ years’ experience in a Paraplanning role in a similar environment
• Level 4 Diploma in Financial Planning
• Experience of working with IT systems that support this service
• High level of technical knowledge across the full range of advice
• High-level understanding of FCA COB rules

Our employees are talented people, distinguished by excellence.  You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Some of our benefits:

- Competitive salary

- Private Medical Insurance post probation

- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)

- 25 days Annual Leave (plus buy and sell up to 5 days)

- Office Christmas close (3-days)

- Life Assurance

- Health cash plan

- Hybrid working

- Discretionary performance related bonus

- Employee Assistance Programme

- And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 18K clients globally. Building a category takes grit, determination, and a disdain for convention—but most of all it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.

When you join one of our teams, you’ll be part of a nimble group that’s empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the microphone and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not, they’ll find you. From retail to government to healthcare, we’re on a mission to bring humanity, connection, and empathy back to business. Join over 5,000 people across the globe who think that’s work worth doing.

Accountant

Why We Have This Role

Qualtrics is looking for an energetic and self-motivated individual to join our Finance team. We are a goal-oriented team that works hard and enjoys the incredible trajectory that Qualtrics provides. This is a job for a well-spoken, hard-working and self-starting accountant with excellent social skills. If you enjoy working in a fast-paced environment on a daily basis, this job may be a good fit for you!

How You’ll Find Success

• You are highly communicative and can effectively influence others, building trust within the team.

• You serve as a resource for collaboration and thought-partnership for many members of the team.

• You are a trusted resource for business partners, able to resolve complex problems effectively and efficiently.

• You help find efficiencies by supporting the automation of accounting and other business processes.

• You contribute to meaningful projects impacting the Accounting team by taking ownership of specific tasks, understanding stakeholder needs, and ensuring deadlines are met.

How You’ll Grow

• You will deepen your technical expertise by learning to research complex accounting guidance and analyze US GAAP implications for the business.

• You will evolve from identifying process gaps to owning the implementation of automation solutions that improve team efficiency.

• You will grow your project management capabilities by taking ownership of strategic initiatives from conception through to execution.

• You will expand your influence by building trusted partnerships with senior leaders and cross-functional teams across the organization.

Things You’ll Do

• Own specific areas of the month-end close process, completing requirements on time and with accuracy, requiring minimal oversight.

• Prepare journal entries and perform reconciliations with a strong understanding of US GAAP, knowing when to raise concerns or flag transactions for technical review.

• Work with internal and external auditors.

• Assist in the preparation of schedules and financial statements for annual audits.

• Identify gaps in current systems and processes and propose potential solutions for automation.

• Help with other accounting duties and ad-hoc requests as they come.

What We’re Looking For On Your Resume

• Master’s degree in Accounting OR Bachelor’s degree in Accounting and a minimum of 1+ years of accounting experience.

• Excellent problem-solving and analytical skills.

• Ability to remain flexible in a fast paced and rapidly changing environment.

• Knowledge of generally accepted accounting principles (GAAP).

• Able to work within a team environment effectively, as well as function independently.

• Great oral and written communication skills.

• CPA certification is a plus.

• Experience with NetSuite, VBA macros, AI and other data analytics tools.

What You Should Know About This Team

• We have fun while doing our best as a Finance team. We’re a group of driven individuals who are intelligent, organized, and dedicated.

• Goal-oriented approach: We pride ourselves on contributing to the company’s primary objectives. Every task we perform is aligned to these goals.

• Analytical mindset: We provide timely, accurate data and analysis to help drive optimal business decisions across the organization.

• Multifaceted roles: Our work goes beyond administrative tasks. We lead projects, improve processes, and drive team initiatives creating strong opportunities for professional growth.

• Collaborative environment: Partnering across locations, we foster a culture of smooth communication and collaboration. We work together to accomplish our goals and support Qualtrics’ rapid growth.

Our Team’s Favorite Perks and Benefits

• Qualtrics Annual Experience Program: $1,800 experience bonus after your first year.

• Wellness bonus: Up to $1,200 annually.

• Catered meals everyday, in-office snacks and cafe.

• A worldwide, diverse community that enjoys helping each other.

• Open, collaborative office spaces we’re proud of.

The Qualtrics Hybrid Work Model: Our hybrid work model is elegantly simple: we all gather in the office three days a week; Mondays and Thursdays, plus one day selected by your organizational leader. These purposeful in-person days in thoughtfully designed offices help us do our best work and harness the power of collaboration and innovation. For the rest of the week, work where you want, owning the integration of work and life. #hybrid

Qualtrics is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.

​​​​​​​Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave Act, Equal Opportunity Employment, Employee Polygraph Protection Act

Qualtrics is committed to the inclusion of all qualified individuals. As part of this commitment, Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let your Qualtrics contact/recruiter know.

Not finding a role that’s the right fit for now? Qualtrics Insiders is the one-stop shop for all things Qualtrics Life. Sign up for exclusive access to content created with you in mind and get the scoop on what we have going on at Qualtrics - upcoming events, behind the scenes stories from the team, interview tips, hot jobs, and more. No spam - we promise! You’ll hear from us two times a month max with fresh, totally tailored info - so be sure to stay connected as you explore your best role and company fit.

Who we are

We simplify wealth creation. Founded in 2014 in Vienna, Austria by Eric Demuth, Paul Klanschek and Christian Trummer, we’re here to help people trust themselves enough to build their financial freedom — for now and the future. Our user-friendly, trade-everything platform empowers both first-time investors and seasoned experts to invest in the cryptocurrencies, crypto indices, stocks*, precious metals and commodities* they want — with any sized budget, 24⁄7. Our global team works across different cultures and time zones, bringing our products to more than 7 million customers, making us one of Europe’s safest and most secure platforms that powers modern investing.

Headquartered in Austria but operating across Europe, our products are built by fast-moving, talented, “roll-up-your-sleeves-and-make-it-happen” kind of people. It’s these diverse perspectives and innovative minds operating as ONE TEAM that keep Bitpanda at the cutting edge of our industry. So if you’re someone who thinks big, moves fast and wants to make an impact right from day one, then get ready to join our industry-changing team. Let’s go!

Your Mission

As our Treasury Associate, your mission is to support our growing Treasury operations by developing your knowledge in Asset and Liability Management (ALM) and gaining hands-on experience in daily reconciliation processes, risk analysis, and financial reporting. You will play an active role in strengthening our Treasury function while learning from a team of experienced professionals in a fast-paced, fintech environment.

What you’ll do:

• Own and execute the regular reconciliation of Asset and Liability Management (ALM) positions, ensuring data integrity, accuracy, and rigorous attention to detail.
• Collaborate across functional initiatives aimed at optimizing the ALM product setup, helping drive product profitability and alignment with overall funding strategies.
• Prepare and deliver timely ALM reports, actively generating actionable business insights and driving the continuous improvement and automation of existing reporting structures.
• Monitor and analyze our crypto asset-liability positions, taking a proactive role in assessing risks and developing robust tracking and analytical tools.
• Contribute directly to the development, refinement, and monitoring of market and liquidity risk management frameworks, including the implementation of key risk metrics.

Who you are:

• Educational Background: Completed a Bachelor’s or Master’s degree in Finance, Economics, Quantitative Finance, Business, or a related field.
• Professional Experience: Ideally 1–2 years of relevant experience in Treasury, ALM, Risk Management, or a corporate finance environment (strong internship experience will also be considered).
• Tech & Data Savy: Strong working knowledge of SQLand experience working with large datasets; proficiency in Python (or other data/automation tools) is highly preferred.
• Domain Interest: A proactive self-starter with a keen interest in (or exposure to) blockchain technologies, digital assets, and evolving financial markets.
• Communication: Strong verbal and written communication skills, with the ability to clearly explain complex financial or data concepts to various stakeholders.

What’s in it for you

• Flexibility to work where you thrive – Enjoy the freedom of our Hybrid working model, combining onsite collaboration and remote work, with an additional 25 days per year to work from a city or country of your choice.
• Reward for your impact – Receive a competitive total compensation package aligned with Bitpanda’s pay-for-impact policy, including participation in our stock option plan.
• Support for your mental wellbeing – Access confidential coaching, counselling, and mental health resources whenever you need them through OpenUP.
• Time to recharge – Take extra time off to rest, reset, and recharge, with 3 additional days off in 2026 to prioritise your wellbeing.
• Continuous learning and growth – Grow your skills and stay ahead in your career with unlimited access to Udemy’s library of online courses at your own pace.
• Exclusive perks and rewards – Enjoy discounts, rewards, and perks from partners worldwide across lifestyle, wellness, tech, and travel.
• Support during life milestones – Take advantage of our additional 8 weeks of gender-neutral new parent leave to welcome and bond with your new addition to the family.
• Fuel and focus on-site – Pandas in Vienna, Bucharest, Barcelona, and Berlin can enjoy free onsite dining, with freshly prepared lunches and snacks to keep you fueled and focused all day long.
• Recognition for your contributions – Celebrate milestones and achievements with recognition and rewards for your Tenure at Bitpanda.
• Show your Bitpanda pride – Access exclusive Bitpanda-branded merchandise and gear to represent.
• Connect and celebrate with your team – Join unforgettable company events, from our Winter Party in Vienna to gatherings worldwide, fostering fun, connection, and celebration

       .…and even more location-specific benefits designed to make life at Bitpanda even more rewarding wherever you are.

Above all, you will have the opportunity to learn and grow as part of Bitpanda’s incredible journey towards being Europe’s future #1 investment platform.

Bitpanda is committed to fostering a fair and equal environment based on trust and mutual respect. We believe that a diverse and inclusive workplace is paramount to our success and we are committed to building a team that represents a wide variety of backgrounds, perspectives, and skills.

\* These benefits may be adjusted at Bitpanda’s discretion and do not apply to our internships and exceptions to our Hybrid Working policy apply to teams with shift schedules or for folks whose roles require them to be in-office (think: Workplaces team or IT).

Company Description

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 billion . We work with 13 of the world’s top-15 private equity firms.

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.

We’re driven by our Group purpose, to power people and possibilities.

Job Description

JOB DESCRIPTION: Assistant Manager

Job Summary

• To provide and ensure the timely and high-quality service and deliverables to the cluster clients for funds clients allocated to you and your team.
• Main person who is accountable, has ownership of deliverables.
• Concentrates in engaging and developing teams and individuals. Expected to perform review of core processes, complex ad hoc work and all other client requirements. Provides consistent feedback on accuracy and timeliness of outputs made by their team
• Responsible in assisting in the review and/or preparation and completion of NAV and Financials of the private equity funds that include recording journal entries, monthly/quarterly/annual financials, processing payments, investor notices and various client reporting.
• Responsible in assisting in the review and/or preparation and completion of capital call and distribution workings along with notices and release to respective investors.
• To facilitate and assist with conversion of Private Equity Funds from other accounting applications to Investran.
• To facilitate and assist with onboarding new Private Equity Funds in the accounting platform (Investran/Paxus).
• This entails assisting in the review and/or preparation of all/and complex reporting requirements, such as but not limited to financial statements, working papers/ management accounts, partner statements and ad-hoc client deliverables.
• Spends most of the time in driving results based on the KPIs (ex. Quality and Timeliness, Error Report, Increased Productivity and Lowers Overtime, among others) and optimizing the work performance of the team.
• To facilitate and assist various accounting and administration processes of complex clients and conduct all work in accordance with IQ-EQ India Global Client Delivery’s policies and procedures.
• As a supervisor, the Assistant Manager leads, organizes, coordinates, develops, monitors the performance, delegates tasks and responsibilities to team members.

Core Responsibilities

• Responsible for review of Financial Statements with Disclosures, NAV reporting and other ad-hoc service requests for complex funds and/or corporate clients.
• Responsible for the preparation of complex reporting requirements, when necessary.
• Manages and ensures the timely and accurate deliverables of the team.
• Acquire knowledge to become specialists of their designated clients’ requirements and deliverables.
• Ensures and champions compliance by following procedures and checklists following SSAE and other similar statutory requirements of the clients they handle.
• Provides guidance and coaching to the team in both technical and non-technical aspects of their role.
• Seeks knowledge and expertise for their own professional development.
• Initiates the development of the technical competencies of their teams by providing feedback on their deliverables and endorsing them to the appropriate learning & development activities.
• Directly liaises with the cluster counterparts of upcoming deliverables and the progress thereof, queries and other dependencies to carry out the work.
• To be able to effectively communicate and relate with the various stakeholders of the team.
• Submits cluster client requirements after thoroughly being reviewed.
• To act as an alternate for Managers based on business needs which may include cluster client responsibilities, administrative tasks, and team management.

Tasks & Duties

Cluster Client Delivery

• Acquires and shares specialized knowledge and understanding of the clients’ agreements, Scope of Work (SOW), SLA’s and other necessary information needed to review and/or prepare deliverables.
• Confirms that the complete information, data and supporting documents are received for the review/preparation of the needed requirements, then escalates and requests from the cluster counterparts any missing information.
• Ensures the delivery of consistent and quality information within the agreed timeframes of the team.
• Coordinates with the cluster the deadlines (and any changes) of deliverables then plans and assigns the workload within the team.  Facilitate the request for support from peers, as needed.
• Prepare (if needed), completely review, and ensure the quality of the assigned clients’ deliverables within the agreed timelines.
• To be knowledgeable with the components of the reports generated by the appropriate platform/s, when necessary.
• Reviews the reports generated by the team.
• To be able to review outputs and all other deliverables prepared.
• Monitors all review comments for all clients have been addressed.
• Monitors that their team takes full ownership and replies to cluster/Client/Investor’s queries within 24 hours.
• Addresses any job-related issues and concerns in a timely manner and escalates to the appropriate authorities, as needed.
• Communicates review comments to the team and then follows up to address pending comments for preparers.
• Monitors and oversees the interpretation of the requirements of the client and in some instances, does the research and validates in the absence of an Accountant.
• Drafts error reports/compliance cases by collecting information on the root cause then proposes the corrective actions and preventive measures in a timely manner.
• Gathers and organizes the information needed for the quarterly debrief meeting with the cluster to review the team’s performance. This includes consolidating review comments and action points to watch out for the following quarter.
• Decides the proper treatment for transactions when differences in points of view arise, and escalate recommendations to appropriate authorities, as needed.
• Decides on escalated recommendations and if necessary, escalate to SMEs/Manager or technical team.
• Standardizes and optimizes the efficiency of the process of their funds.

Workflow Management

• Ensures timesheets are completed daily and accurately filed for all hours worked.
• Reviews and approves timesheets of their team and ensures they are completed daily and accurately filed for all hours worked in a timely manner (of their SA’s).
• Reviews and pre-approves filed overtime of their team (SA’s).
• Sets up, monitors and updates all deliverables via the workflow planner in a timely manner.
• Oversees the accuracy and completeness of the workflow planner for the team.

Systems

• Understands and uses best practice on accounting platform/s.
• Understands and becomes knowledgeable on how to generate reports using reporting platform/s.

Risks

• Champions compliance by ensuring relevant procedures, checklists and SSAE requirements are adhered to and completed to mitigate errors.
• Report any breaches, complaints, or errors to appropriate authorities in a timely manner.
• Acquires knowledge of risk factors and potential breach.
• Monitors and oversees drafts reports and compliance cases with root cause information.  In the absence of a Senior Accountant, will draft the error reports/compliance cases, corrective actions and preventive measures based on collected root cause information in a timely manner.

Other

• May undertake any additional tasks and/or responsibilities as part of their professional development which may or may not be related to their specific function.
• Escalate any other work-related issues and concerns to the appropriate authorities in a timely manner.
• Participate in interviews, as needed.

Key behaviours we expect to see

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

• Drives Results - Consistently achieving results, even under tough circumstances.
• Optimises Work Processes - Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement.
• Directs Work - Providing direction, delegating, and removing obstacles to get work done.
• Builds Effective Teams - Building strong-identity teams that apply their diverse skills and perspectives to achieve common goals.
• Resourcefulness - Securing and deploying resources effectively and efficiently.
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Courage - Stepping up to address difficult issues, saying what needs to be said.
• Develops Talent - Developing people to meet both their career goals and the organisation’s goals.
• Persuades - Using compelling arguments to gain the support and commitment of others.
• Business Insight - Applying knowledge of business and the marketplace to advance the organisation’s goals.
• Builds Networks - Effectively building formal and informal relationship networks inside and outside the organisation.
• Balances Stakeholders - Anticipating and balancing the needs of multiple stakeholders.
• Decision Quality - Making good and timely decisions that keep the organisation moving forward.

Qualifications

Qualifications and Experience Required for this Role

Essential

Education/professional qualifications

Graduate of accounting or any business-related course with 6+ years relevant accounting experience.

At least two (2) years supervisory experience.

Background experience

Experience with managing service operations and client deliverables.

Experience in managing staff and/or conducting appraisals.

Sound knowledge of IndAS, IFRS and GAAPs of different jurisdictions (US, UK, and Lux). Preparing and reviewing of Financial Statements using applicable laws and regulations.

Fluency in English and an additional foreign language.

Technical

Actual work experience in the preparation and/or review of working paper files, financial statements with disclosures and other financial information. Operational experience in fund accounting services is required, preferably in handling private equity.

Computer / program knowledge

Intermediate Excel skills such as pivot tables, lookup, “if” and other similar functions.

Experience in e-mail, word processing, presentation, and video conferencing applications such as Microsoft Office.

Effective written and advance verbal communication skills.

Experience in using accounting software (Investran/Paxus software).

Desired

• Completed Certified Public Accountant/ACCA qualification.
• Experience working in Financial Services or Shared Services office environment.
• Experience working in a multinational office environment.
• Open to travel and other secondment opportunities abroad.
• University Degree in Accountancy and other accounting-related courses.

Additional Information

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees - from 94 nationalities, across 24 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success lead to our sustainability and success. We’re emotionally invested in our clients right from the beginning.

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Headquarters: North Carolina
URL: http://brighthousefinancial.com

Where you’ll work:

Our flexible, hybrid work model offers the option to work remotely or in the office.

 

How you’ll contribute:

This position will be a key member of the Annuity Modeling team. The Annuity Modeling team is responsible for developing and testing Prophet models for new and current annuity products.

 

This position will be responsible for Prophet modeling and development for the FA/FIA Prophet model. There will also be opportunities to work on projects that affect the department more broadly, such as Prophet Enterprise usage and Assumptions Management.

 

In this role, you’ll get to:

• This role may have the opportunity to manage other students as an introduction to management
• This role will be responsible for the projects and timelines for the FA & FIA Prophet model. Involvement encompasses creating and building, updating, enhancing, running, and validating the model.
• Analysis of model results, including: reconciliation and attribution of changes, communication of results to management, and detailed documentation
• Implement and test new software releases, library updates, new products, new regulatory requirements, and shared table changes in the Prophet environment
• Optimize models to follow coding standards and improve performance
• Evaluate new features and modeling approaches for use in our models
• Stage model inputs using Data Conversion Systems (DCS) and Assumption Manager

 

We’re looking for people who have:

• ASA or near ASA preferred but not required 
• Currently pursuing an ASA or FSA designation with the Society of Actuaries
• Strong computing and programming skills
• Strong actuarial and financial skills
• Strong communication skills
• Can adjust work resources and deadlines in response to changing business priorities 

 

Research shows some people may not apply for a role if they don’t check all the boxes of a job description. If you don’t check every box listed, that’s okay. We would love to hear from you.

 

What you’ll receive:

• Compensation – Base salary ranging from $100,000 - $125,000 plus competitive performance-based incentives determined by company and individual results.
• Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life.
• Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), and financial counseling services.
• Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
• Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.

 

 

The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

 

Why join us?

Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they’ve earned and ensure it lasts.

 

We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.

 

We’re one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition as one of America’s Most Trustworthy Companies by Newsweek and, locally, one of the Healthiest Employers of Greater Charlotte.

 

*Ranked by 2024 admitted assets. Best’s Review®: Top 200 U.S. Life/Health Insurers. AM Best, 2025. 

 

To apply: https://weworkremotely.com/remote-jobs/brighthouse-financial-senior-actuarial-associate-charlotte-nc-hybrid-or-remote

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