Trustee with Financial Expertise Job at 360 Resourcing Solutions (Oxford)

Tax Manager/Senior Tax Manager - Trusts & Estates

Well respected Public Accounting Firm with a 30+ year history in the Concord, MA...

Location

United States , Concord

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

CPA ideally but not mandatory
8+ years of public accounting tax experience
Strong expertise in fiduciary, estate, gift, and high-net-worth individual taxation
Excellent technical, analytical, and client service skills

Job Responsibility

Prepare Forms 1041, 706, 709 and complex 1040 returns, depending on skill level reviewing returns also possible
Advise clients on trust, estate, gift, questions
Research complex tax issues and provide technical guidance
Serve as a client contact and manage multiple engagements
Mentor, train, and review the work of tax staff and seniors
Collaborate with attorneys, financial advisors, trustees, and executors

What we offer

100% paid Health Benefits
4-day workweek offseason (June - Sept)

Fund Administration Officer

Work within the Credit & Structured Products team to gain functional knowledge o...

Location

Philippines , City of Taguig

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

1-2 years of experience working in asset management industry
Associate’s or bachelor’s degree in finance, accounting, business, or economics preferred
Basic understanding of loan operations, loan securitization principals, general financial accounting knowledge, and customer service experience
Ability to prioritize tasks, independently research and resolve issues, and manage ambiguity
Responsive, friendly, professional, highly organized, and superb communication style
Proficiency in Microsoft Excel
Knowledge or familiarity with Bloomberg, performance systems, and other loan research and analysis tools an advantage
Exceptional attention to detail and ability to thrive within a high-volume data-entry environment with both proficiency and accuracy
and demonstrated willingness to work within a deadline-driven environment

Job Responsibility

Work within the Credit & Structured Products team to gain functional knowledge of both bank loan assets and portfolio accounting principles to accurately input, review, analyze and record-keep portfolios of syndicated bank loans
Gain expertise in relevant Loan Servicing software, various proprietary systems, and our internal accounting platform to ensure accuracy of output
Liaise with external parties and cooperate with internal account management teams to ensure timely response to credit client inquiries
Learn to process all life cycle events for portfolios containing multiple asset types
Create, review and distribute reconciliations and customized daily/monthly reporting to clients
Update client portfolios with custom post trade attributes, rating information, and other vendor data
Oversee data flow and comparison between systems to validate daily portfolio level output is accurate
Effectively interact with internal and external parties including Loan Admin, Fund Admin, Technology, Asset Services, Recon, Trade Settlement, Trustees and Agent Banks

What we offer

Support for professional accreditations
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan

Fulltime

Vice President of Institutional Advancement and Executive Director of the HCC Foundation, Inc.

Under the general supervision of the President of the College, the VPIA leads fu...

Location

United States , Holyoke

Salary:

159423.95 - 193963.61 USD / Year

Holyoke Community College

Expiration Date

Until further notice

Requirements

Master’s Degree in a related area and a minimum of five years of progressive experience in fundraising
A proven track record of success in cultivating and soliciting private support from individuals, foundations, and corporations
Excellent management skills with the ability to develop a team approach in managing staff, Foundation board members and volunteers
Demonstrated expertise in planned giving vehicles, including bequests, charitable gift annuities, trusts, and estate gifts, with experience cultivating and closing planned gifts as part of a comprehensive fundraising strategy
Appreciation for and ability to develop an understanding of the local and regional community, including the economic, cultural, and civic landscape of the greater western Massachusetts region, and an appreciation for how community college mission and values drive philanthropy
Experience in marketing and/or public relations, including developing and implementing effective marketing strategies, publications, image-enhancing activities, and special events
Excellent written and verbal communication skills
Understanding of and a passion for advancing the cause of a community college
Ability to work effectively with a diverse Foundation board, faculty, staff, and student body
General understanding of the external environment and how it affects academia in general and the Pioneer Valley in particular, including political, legal, environmental, educational, financial, and social influences

Job Responsibility

Serves as a member of the President’s Cabinet and is a key strategic advisor on institutional priorities, external relations, marketing and communications and resource development
Provides leadership, supervision and strategic direction to Institutional Advancement and Foundation staff including goal setting, performance management, and professional development
Works with the President and other College personnel to identify programs and projects in need of philanthropic support in alignment with strategic goals and plans
Provides vision and leadership in creating Institutional Advancement and Foundation plans and priorities that enhance fundraising efforts based on annual plans to meet financial goals of the College’s strategic plan that include private sector giving and an assessment of return on investment
Oversees fund campaigns (annual, capital and comprehensive) and other targeted fundraising efforts and provides major gifts and planned giving expertise
Provides stewardship for major gifts prospects for the institution
Responsible for fiscal accountability, donor records and for reporting on philanthropic gifts as appropriate
Provides oversight to the development and implementation of a comprehensive strategy to market College and enhance its image and relationships with various external and internal audiences within the community, helping meet enrollment targets and encouraging broad-based support throughout the region
As Executive Director of the Holyoke Community College Foundation, responsible for leading the Foundation with energy and focus in a manner that supports and guides the Foundation’s mission as defined by the Board of Directors
Develops and directs a comprehensive development program, including the cultivation and stewardship of individual, corporate, and foundation donors, as well as the development and implementation of a variety of fundraising strategies, which include major gifts, planned giving, corporate and foundation solicitations, and annual fundraising efforts

Fulltime

Director of Finance

A gallery shaped by ideas, people and possibility Whitechapel Gallery is a lead...

Location

United Kingdom , London

Salary:

89638.00 GBP / Year

Allen Lane

Expiration Date

Until further notice

Requirements

Qualified accountant (ACA, ACCA, CIMA or equivalent)
senior-level experience
strong expertise in financial strategy, planning and governance
confident advising Boards or Trustees
ability to translate complex financial information into clear insight
ability to build effective relationships across the organisation

Job Responsibility

Shape financial strategy
support high-level decision-making
ensure the Gallery remains financially sustainable, well-governed and able to deliver its ambitions
lead the Gallery's financial strategy and planning
ensure robust budgeting, forecasting and cashflow management
provide clear financial insight to support senior decision-making
oversee high-quality reporting
ensure strong financial governance and compliance with Charity SORP
manage risk
lead the annual audit

Fulltime

Reconciliation & Proofing Intermediate Analyst

We are looking for a detail-oriented professional to join our team for a one-yea...

Location

Poland , Warszawa

Salary:

Not provided

Randstad

Expiration Date

July 31, 2026

Requirements

Experience: Proven background in financial services, specifically in reconciliations, fund accounting, or depositary services
Analytical Skills: Ability to analyze complex data sets and a high level of professional business correspondence
Adaptability: Experience in onboarding new processes or leading small-scale transitions
Leadership Potential: Ready to act as a Subject Matter Expert and step into supervisory tasks when needed
Communication: Fluent in English, with the ability to explain complex issues to stakeholders clearly and concisely

Job Responsibility

Data Integrity: Perform high-level reconciliations (maker-checker) to identify and resolve inconsistencies between internal records and customer-supplied data
Regulatory Oversight: Support the team in monitoring depositary activities to ensure full compliance with regulatory rules and trustee obligations
Client Relationship Management: Maintain professional and clear communication with clients and third-party administrators, ensuring all queries are handled within deadlines
Process Onboarding: Coordinate the integration of new clients, processes, and solutions into the department
Subject Matter Expertise: Serve as the go-to person (SME) for technical questions and take over supervisory duties during the manager's absence to ensure process continuity

What we offer

Professional Impact: A role where you act as an expert and have a direct influence on client onboarding and process improvement
Global Environment: Experience working within international financial structures and standards
Contract Stability: A 12-month fixed-term contract with a clear scope of responsibilities
Skill Development: The opportunity to broaden your leadership skills by supporting team management and high-level problem-solving

Fulltime

Senior Financial Analyst

In this long-term contract position, you will play a pivotal role in leading bud...

Location

United States , Los Altos

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in financial analysis, including budgeting, forecasting, and variance analysis
Advanced proficiency in financial modeling and data mining techniques
Strong ability to analyze and interpret complex financial data
Familiarity with state regulations, codes, and policies related to budget administration
Exceptional problem-solving skills and the ability to recommend actionable solutions
Proficiency in using financial software and data management systems
Excellent communication skills for presenting findings to various stakeholders
Ability to work collaboratively and provide technical guidance to team members

Job Responsibility

Act as a key advisor to administrators and staff regarding budget development processes, policies, and procedures
Conduct detailed financial analyses, including variance analysis and financial modeling, to review, audit, and reconcile budgets
Prepare comprehensive reports featuring narratives, financial interpretations, and actionable recommendations
Research and analyze financial and statistical data to identify trends and provide insights to management
Create and present financial documentation, including reports for Board of Trustees meetings
Process budget adjustments, journal entries, and accruals, ensuring compliance with financial standards
Monitor expenditures and fiscal activities, addressing potential issues and recommending corrective actions
Provide technical expertise to program managers and staff on budget-related matters, including changes and transfers
Maintain and ensure the accuracy of data management systems, generating specialized reports as needed
Identify and resolve complex budgetary and financial challenges through thorough analysis and forecasting

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Full Charge Bookkeeper

This position is integral to maintaining accurate financial records and ensuring...

Location

United States , Valley View, Ohio

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience as a Full Charge Bookkeeper, with strong knowledge of accounting principles
Proficiency in QuickBooks and other accounting software
Expertise in managing accounts payable and accounts receivable processes
Ability to perform bank reconciliations accurately and efficiently
Familiarity with payroll processing, tax filings, and compliance requirements
Strong organizational skills and attention to detail
Ability to prepare detailed financial statements and audit reports
Effective communication skills for collaborating with Trustees and fund management

Job Responsibility

Record and post all financial transactions, including receipts, disbursements, and adjustments, to the general ledger
Reconcile bank accounts monthly, including checking accounts and investment cash accounts
Maintain an up-to-date inventory of fixed assets and calculate monthly depreciation
Track prepaid expenses such as insurance and maintenance agreements, and allocate monthly portions
Prepare monthly compiled financial statements for review by the Trustees
Manage accounts payable by verifying invoices, preparing checks, obtaining authorization, and maintaining vendor records
Monitor trustee travel expenses and prepare detailed reports
Gather and compile data for annual audits and investment reports
Ensure timely payroll processing, tax deposits, and compliance with state, city, and federal tax requirements
Conduct employer audits to compare payroll records against fund contributions

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Director of Treasury

We are looking for an experienced Director of Treasury to join our team in Brook...

Location

United States , Brookline

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

A minimum of 10 years of experience in corporate treasury, preferably within the non-profit sector
At least 5 years of experience in treasury management, ideally in a healthcare or non-profit organization
Exceptional communication and presentation skills to effectively interact with trustees, legal teams, and investment bankers
Proficiency in Kyriba treasury software, as well as banking systems such as CashPro
Strong expertise in cash flow analysis, debt compliance, debt financing, and treasury functions
Ability to manage relationships with financial institutions and stakeholders while ensuring compliance and accuracy
Experience working with bond rating agencies and handling complex financial operations
Familiarity with healthcare industry financial practices is highly desirable

Job Responsibility

Provide leadership and guidance to a skilled treasury team, ensuring smooth operations and strategic alignment
Manage banking relationships and oversee cash flow and liquidity operations to maintain financial stability
Lead initiatives related to debt issuance, including planning and execution
Prepare detailed quarterly and annual treasury reports to support organizational transparency and compliance
Collaborate closely with internal and external stakeholders on treasury compliance matters
Participate as a key member of the investment committee, contributing to strategic investment decisions
Maintain communication and coordination with bond rating agencies such as Moody’s and S& P
Monitor and track bond proceeds, ensuring accurate reporting and compliance
Work on complex financial projects, including raising debt for hospital construction and managing associated expenses

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

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Trustee with Financial Expertise

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