Your search resulted in 7 "Finance Supervisor" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: Finance Supervisor
Benefits:
- Competitive compensation
- Medical, dental, and vision insurance
- 401(k) retirement savings plan with substantial company match
- Life and travel insurance
- Tuition assistance
- Wellness reimbursement program
- Paid holidays and vacation
What is the Supervisor – Tax Accounting?
This role is within the tax accounting division of the accounting group. The Supervisor in Tax Accounting will provide oversight and ownership, including active participation in the completion of all roles and responsibilities of the tax accounting department, including preparation of corporate tax budgets, accounting for tax accruals, and analysis of budget variations and projection of future budget variations.
What does the Supervisor – Tax Accounting do?
Responsibilities include, but are not limited to the following:
- Assists in quarterly and annual financial reporting to parent company and regulators
- Prepares and files state income tax, federal income tax returns, and various other state tax returns
- Assists with the IRS, state income tax, sales tax, and financial statement audits
- Holds ownership of internal controls over tax processes and spreadsheets
- Anticipates and communicates impacts on cash flow and earnings
- Keeps informed of tax regulations and interpretations and perform tax research as required for tax law changes, new transactions or in accordance with new tax strategies.
- Develops and engages with tax department personnel
- Develops strong working relationships with other departments in accounting and throughout the company
- Creates work environment where change is embraced, and employees are encouraged to continually seek improvements
- Provides support during storm restoration efforts
What does it take to be a Supervisor – Tax Accounting?
Required:
- Bachelor’s degree in Business, Accounting, Finance or related field of study
- Proficiency with Microsoft Office suite (e.g., Word, Excel, PowerPoint) and the ability to learn new computer software programs quickly
- Demonstrated understanding of technical accounting, investigations, and driving to resolution
- Strong leadership and interpersonal skills and the ability to work with internal customers in a collaborative team environment
- Well-developed written and verbal communication skills
- Strong organizational skills and the ability to multitask
- Valid driver’s license
Preferred:
- Certified Public Accountant (CPA)
- Public Accounting experience
- Strong knowledge of tax laws and regulations and related accounting guidance
- Previous experience supervising and leading a team
- Experience in regulated utility industry
- Experience in the field of tax accounting and reporting
- Working knowledge of mainframes, Powerplan, or OneSource tax software
- Working experience with Lean Six Sigma managerial concepts
Applications will be accepted until June 14, 2024.
Pay range: $109,200 - $163,800
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 5/31/24
Hudson Valley Credit Union is currently recruiting for the position of Director of Consumer Lending Operations. Primary Function: Responsible for the effective management of the Consumer Lending Department consisting of Underwriters, Processors, Servicers, Business partners, and member service. Accountable for quality control, efficiencies, budget management and all Credit Union goals and objectives for Consumer Lending.
Responsibilities
- Provide leadership and oversight of the Consumer Loan process, ensuring accuracy, efficiency and superior member service in the process.
- Oversee the direct and indirect consumer lending operations to ensure the application through servicing is compliant, efficient and accurate and provides a superior member service experience.
- Manage an indirect dealer compensation program that is in alignment with the Credit Union’s philosophy, encourages loan growth and ensures loan asset quality.
- Research trends and developments within the Credit Union and the broader consumer market.
- Perform on-going analysis of consumer loan programs to measure competitiveness and recommend changes or modifications as necessary.
- Assume responsibility for the credit quality and ongoing soundness of the consumer lending portfolio, including accurate and complete credit files, ongoing quality control and acceptable loan reviews.
- Mentor team members to develop and expand their underwriting, processing, servicing, and management skills.
- Establish relationships with external business partners to source Consumer Loan participations for purchase established by credit union polices.
- Cultivate relationships with other Lending AVPs in the credit unions to establish service levels and loan quality.
- Engage in strategic planning, research, development and implementation of new consumer loan products and services to ensure the Credit Union remains competitive within the market.
- Adhere to all regulatory and Credit Union policies, guidelines and procedures, promptly following up on any documentation and collateral exceptions.
- Develop and monitor annual goals for consumer loan origination/production. Provide input to the lending marketing plan and recommends appropriate tactics to help department meet/exceed goals.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- Bachelor’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience Degree may not substitute for experience required
- Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) required
- Minimum 7 Years Lending experience required
- Minimum 5 Years Consumer Lending experience required
- Minimum 5 Years Leadership experience required
- Minimum 3 Years Consumer Loan Underwriting experience required
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Bachelor’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience Degree may not substitute for experience required
- Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) required
- Minimum 7 Years Lending experience required
- Minimum 5 Years Consumer Lending experience required
- Minimum 5 Years Leadership experience required
- Minimum 3 Years Consumer Loan Underwriting experience required
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Provide leadership and oversight of the Consumer Loan process, ensuring accuracy, efficiency and superior member service in the process.
- Oversee the direct and indirect consumer lending operations to ensure the application through servicing is compliant, efficient and accurate and provides a superior member service experience.
- Manage an indirect dealer compensation program that is in alignment with the Credit Union’s philosophy, encourages loan growth and ensures loan asset quality.
- Research trends and developments within the Credit Union and the broader consumer market.
- Perform on-going analysis of consumer loan programs to measure competitiveness and recommend changes or modifications as necessary.
- Assume responsibility for the credit quality and ongoing soundness of the consumer lending portfolio, including accurate and complete credit files, ongoing quality control and acceptable loan reviews.
- Mentor team members to develop and expand their underwriting, processing, servicing, and management skills.
- Establish relationships with external business partners to source Consumer Loan participations for purchase established by credit union polices.
- Cultivate relationships with other Lending AVPs in the credit unions to establish service levels and loan quality.
- Engage in strategic planning, research, development and implementation of new consumer loan products and services to ensure the Credit Union remains competitive within the market.
- Adhere to all regulatory and Credit Union policies, guidelines and procedures, promptly following up on any documentation and collateral exceptions.
- Develop and monitor annual goals for consumer loan origination/production. Provide input to the lending marketing plan and recommends appropriate tactics to help department meet/exceed goals.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 5/29/24
Hudson Valley Credit Union is currently recruiting for the position of VP Creative Director. Primary Function: Translate business and marketing objectives into clear omni-channel creative strategies, and turn creative outputs into revenue.
Responsibilities
Own, define and evolve HVCU’s brand and brand strategy including messaging frameworks and standards across our channels; collaborate with key stakeholders on brand architecture, and ensure that all channels and departments are working toward the same brand vision with our brand personality consistently displayed in everything we do.
Lead the planning, execution, and optimization of integrated omni-channel brand campaigns including website, social media, email marketing, SMS marketing and digital advertising.
Implement a brand strategy through differentiated and impactful marketing campaigns across all markets and key identified targets.
Partner with product marketing, PR, business units and other stakeholders to coordinate comprehensive and scalable campaigns for new and mature markets.
Design creative messaging for all digital initiatives including website updates, emails, social media banner ads, etc. with ability to interpret and transform brand positioning and print visuals into a digital platform.
Lead, develop, implement and maintain a creative and content strategy using innovative and captivating concepts for integrated campaigns on behalf of our brand and our partners that align with our mission, impact and core values.
Develop and implement a comprehensive content strategy that includes compelling storytelling through digital, video, photo, audio, copy, and print media that aligns with the company's strategic objectives and resonates with target audiences.
Establish key performance indicators (KPIs) and metrics to track the effectiveness of brand initiatives and campaigns. Analyze data and insights to evaluate brand performance, identify areas for improvement, and make data drive recommendations for optimization.
Manage the end-to-end production process, from ideation to final delivery, while adhering to timelines and budgets
Stay informed about industry trends, best practices, and emerging technologies to continuously elevate the quality of creative output.
Act as a brand steward, ensuring that all creative work reflects the company's values, messaging, and visual identity.
Present creative concepts and strategies to key stakeholders, including executives and clients, articulating the rationale behind each decision.
Drive innovation and experimentation in content creation, exploring new formats and techniques to engage audiences in unique ways.
Conduct market research, competitive analysis, and consumer insights studies to inform brand strategy development and optimization. Stay current with industry trends, regulatory changes, and consumer preferences to identify opportunities for brand innovation and differentiation.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- Bachelor’s Degree in Marketing/Business or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience.
- Minimum 7 years broad creative and management experience with a strong portfolio of design excellence demonstrating a proven track record of success is required.
- Minimum 5 years leadership experience is required.
- Expertise in, and hands on experience with corporate branding positioning, brand messaging and marketing communications with the ability to drive, implement and operationalize the brand strategy in a matrixed environment is required.
- Digital performance media background with expertise in programmatic display, paid social and paid search media, Google marketing platforms, analytics as well as other digital marketing and CRM platforms and tools. Hands on experience with Google ads platform, and direct management of SEM is required.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Bachelor’s Degree in Marketing/Business or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience.
- Minimum 7 years broad creative and management experience with a strong portfolio of design excellence demonstrating a proven track record of success is required.
- Minimum 5 years leadership experience is required.
- Expertise in, and hands on experience with corporate branding positioning, brand messaging and marketing communications with the ability to drive, implement and operationalize the brand strategy in a matrixed environment is required.
- Digital performance media background with expertise in programmatic display, paid social and paid search media, Google marketing platforms, analytics as well as other digital marketing and CRM platforms and tools. Hands on experience with Google ads platform, and direct management of SEM is required.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
Own, define and evolve HVCU’s brand and brand strategy including messaging frameworks and standards across our channels; collaborate with key stakeholders on brand architecture, and ensure that all channels and departments are working toward the same brand vision with our brand personality consistently displayed in everything we do.
Lead the planning, execution, and optimization of integrated omni-channel brand campaigns including website, social media, email marketing, SMS marketing and digital advertising.
Implement a brand strategy through differentiated and impactful marketing campaigns across all markets and key identified targets.
Partner with product marketing, PR, business units and other stakeholders to coordinate comprehensive and scalable campaigns for new and mature markets.
Design creative messaging for all digital initiatives including website updates, emails, social media banner ads, etc. with ability to interpret and transform brand positioning and print visuals into a digital platform.
Lead, develop, implement and maintain a creative and content strategy using innovative and captivating concepts for integrated campaigns on behalf of our brand and our partners that align with our mission, impact and core values.
Develop and implement a comprehensive content strategy that includes compelling storytelling through digital, video, photo, audio, copy, and print media that aligns with the company's strategic objectives and resonates with target audiences.
Establish key performance indicators (KPIs) and metrics to track the effectiveness of brand initiatives and campaigns. Analyze data and insights to evaluate brand performance, identify areas for improvement, and make data drive recommendations for optimization.
Manage the end-to-end production process, from ideation to final delivery, while adhering to timelines and budgets
Stay informed about industry trends, best practices, and emerging technologies to continuously elevate the quality of creative output.
Act as a brand steward, ensuring that all creative work reflects the company's values, messaging, and visual identity.
Present creative concepts and strategies to key stakeholders, including executives and clients, articulating the rationale behind each decision.
Drive innovation and experimentation in content creation, exploring new formats and techniques to engage audiences in unique ways.
Conduct market research, competitive analysis, and consumer insights studies to inform brand strategy development and optimization. Stay current with industry trends, regulatory changes, and consumer preferences to identify opportunities for brand innovation and differentiation.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 5/24/24
A Trust Officer is an experienced professional who is responsible for the management and administration and of an assigned book of accounts, including Estates, Trusts, Special Needs Trusts and Agency accounts. For fiduciary accounts, Officer must work with counsel and tax accountant(s) to coordinate administration, meet tax-reporting deadlines, and oversee all trust administrative functions. In all cases, the Trust Officer is the lead relationship officer and primary contact between Bank and interested parties/account-owners/co-fiduciaries. Develop new current and future appointments based on referrals from OBT & HVIA colleagues and COI network.
Essential Duties and Job Responsibilities:
- Knowledgably manages a book of accounts and performs day-to-day administrative duties associated with their accounts under their watch. Demonstrate a high level of fiduciary knowledge through sound decisions and accurate administration. If applicable, oversee a Trust Administrator in performance of day-to-day administrative activities.
- Works actively and collaboratively with attorneys, accountants, beneficiaries and co-fiduciaries in the administration of Trusts/Estates abiding by the terms governing legal instruments and Court Orders to mitigate fiduciary risk.
- Reviews and discusses discretionary payment requests with Trust beneficiaries and Co-Fiduciaries in accordance with the terms and standards in the governing legal instruments. Provide evaluation and recommendation for the discretionary action and obtain the appropriate approval or non-approval of the same.
- Reviews all assigned accounts once per calendar year as per assigned Trust Administrative Committee (TAC) schedule and complete the review on the Fitek portal for presentation at the monthly TAC meeting.
- Cultivates and manages new business referrals received from Bank colleagues and area-professionals. Record activities in SalesForce.
- Regularly engages in new business activities as directed by Trust Services Director or Department Manager to meet annual business development and calling goals. Records activities in SalesForce.
- Proactively communicates and meets with existing clients on a regular basis to continuously evaluate their needs and deliver high quality service. Records all meetings and contacts of substance in SalesForce.
- Continues to build and grow their own Centers of Influence (COI) network.
- As a part of the Trust Division’s new business development activities, serves as its representative in the market, including attendance at community events, seminars and professional networking events.
- Maintains awareness of products and services offered by the Trust Division, the Bank and HVIA. Makes presentations to Bank staff, clients and professional advisors, as required.
- Monitors real estate held in fiduciary accounts, verifying that taxes are paid, insurance is in place and minimizing risks associated with such assets. In responsible charge of engineering site inspections, coordinating appraisals, and “phase-one” engineering evaluations.
- Performs other duties as assigned.
- Remains current with fiduciary knowledge through attendance at seminars, schools and written publications
Education, Certification and Experience
- Bachelor Degree or higher
- Five to 10 years of experience as a Trust Officer or a practicing attorney / paralegal with Trust experience.
- Certified Trust Fiduciary Advisor (CTFA) is desired but not required.
Knowledge, Skills, Abilities:
- Strong decision-making ability
- Ability to pay attention to details
- Strong working knowledge of investment management
- Ability to build relationships with clients and COIs
- Strong analytical skills
Work Environment
- Professional office
PHYSICAL DEMANDS:
- Frequently required to sit for prolonged periods.
- Normal range of vision, speech and hearing abilities required.
- Mobility required for greeting and assisting clients, prospective clients and COIs.
- Skillfully operate a computer, telephone and other standard office equipment.
- Travel to Bank, client, prospective client and COI locations.
- Occasionally lift and/or move up to 20 pounds
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
- Full Time
- Immediately
- Range: 86,000 - 108,000 Year
- 117 Grand Street, Goshen, NY 10924
- 5/13/24
General Summary:
Provides full-service banking to high-net-worth individuals, professionals and business owners. Coordinates credit & lending, deposit-related services, including treasury/cash management, investment and trust services, and maintains customer awareness of company services.
Essential Duties and Job Responsibilities:
- Calls on potential or existing customers to develop new business by promoting company services and products. Maintains integrity of program by targeting only qualified prospects and referring unqualified clients to the appropriate branch. Seeks referrals from current client base.
- Monitors entire credit approval process and account on-boarding. Assists with cross sell of company-wide services such as credit cards, personal trusts, and investment and estate planning services.
- Maintains frequent contact with clients, returning all incoming calls and addressing problems/questions. Serves as a private banking relationship manager, in coordination with client sponsors to provide consumer and commercial banking services, advisory services, trusts and estates.
- Has access to complete credit, banking files, investment and trust and estate client information.
- Identifies and evaluates client needs by utilizing financial profiles to determine cross-sale opportunities to meet production objectives.
- Participate in selected community activities and organizations to enhance the company’s prestige with customers and generate new business.
- Relies on extensive experience and judgment to plan and accomplish goals.
- Attends appropriate seminars and training classes to remain knowledgeable about all company products, programs, pricing, underwriting guidelines, procedures and documentation requirements.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control
- Interface with all areas of the bank.
EDUCATION, CERTIFICATION, EXPERIENCE:
- Bachelor’s degree required. Any advanced degrees or certifications preferred. Candidates will be considered if they have a two-year degree with at least 5 years well rounded working banking experience in different areas of a bank (banking, trust, lending and investments).
- CFP certification a plus.
- In market experience / local book of business a plus.
KNOWLEDGE, SKILLS, ABILITIES:
- General knowledge of all related private banking services, especially credit, lending, deposit, asset management and trust/estates matters.
- Excellent communication skills, effective writer with high-touch professional demeanor.
- Ability to communicate both inside and outside of bank.
- Quality control of all products used by the customer.
- Proficiency in sales and service techniques – prospecting and networking.
- Strong financial acumen, general knowledge of commercial lending to small businesses.
- Ability to establish credibility and rapport, excellent customer contact skills.
- Contacts in the market, especially Centers of Influence are helpful.
- Superior writing skills; public speaking required.
- Extensive experience with Salesforce CRM platform.
WORK ENVIRONMENT:
- General office environment with frequent client facing contact.
- Fast-paced
- Deliver exceptional client experience.
PHYSICAL DEMANDS:
- Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs.
- Must be capable of climbing. Descending stairs in emergency situation.
- Must be able to operate routine office equipment including telephone, copier, and calculator.
- Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
- In and out of market travel required.
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
- Full Time
- Immediately
- 86,000 - 108,000 Year
- 54 West Main Street, Goshen, NY 10924
- 5/9/24
The Comptroller is responsible for analyzing and overseeing the Town of Fishkill’s accounting and budgeting functions, including a variety of routine and complex transactions, analytical, administrative, financial and technical records and to assist in preparing, reviewing and maintaining the Town’s Operating and Capital Budgets (All Funds). This position performs professional accounting and auditing services enforcing internal accounting controls and compliance with internal and external reporting requirements. The Comptroller is required to exercise considerable independent judgment in administering and managing the efficiency and effectiveness of all areas under his/her direction and control. The incumbent works under the administrative supervision of the Town Supervisor and reports to the Town Board.
TYPICAL WORK ACTIVITIES:
- Prepares and executes the annual Town Budget;
- Maintains records of appropriations, encumbrances, and expenditures, and prescribes approved methods of accounting for all units of local government;
- Certifies the availability of funds for all requisitions, contracts, purchase orders and other documents for which the municipality incurs financial obligations;
- Prescribes the form of receipts, vouchers, bills and claims otherwise prescribed by the State Comptroller;
- Supervises/manages the Finance Department staff; including training and staff development;
- Performs audits and certifies for payment all lawful claims or charges;
- Performs audits of financial records and accounts of all units of the government;
- Timely submits reports to the governing body;
- Plans short and long-term financing of capital projects; consults with financial advisor and bond counsel;
- Oversees bi-weekly payroll for union and non-union staff including Town Police Department using Paycom.
- Ensures compliance with federal, state and local tax filings;
- Has all the powers and performs all the duties conferred or imposed by law;
- Directs the annual year-end financial system closeout process ensuring all general ledger reconcilement, accruals, and various year-end adjustments and entries are accurate and complete; oversees the annual external audit.
- Prepares various financial reports or financial analysis as requested.
- Ensures timely payment of all debt/bond obligations.
- Assists with training on budget preparation and financial compliance; makes recommendations to resolve issues and improve procedures, processes and accountability related to financial matters throughout the Town’s departments.
- Performs other duties as assigned.
FULL PERFORMANCE KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS:
Good knowledge of financing, major economic objectives and policies; good knowledge of budget preparation and financial forecasts; knowledge of the law as it pertains to towns in the State of New York; knowledge of internal auditing and process re-engineering; knowledge of insurance coverage and protection against property losses and potential liabilities; strong interpersonal skills and comfortable with interacting with all levels of Town management; and ability to supervise a staff of administrative, accounting and clerical employees.
MINIMUM REQUIREMENTS:
At least 5-10 years of accounting or auditing experience including governmental accounting experience. Bachelor degree in accounting or business administration/related field or equivalent work experience. Excellent management and supervisory skills. Excellent written and verbal skills and ability to multitask. Experience processing payroll. Experience using Paycom, Tyler Technologies(MUNIS)-Enterprise ERP and Sensus Analytics a plus.
SALARY RANGE: $100,000 - $120,000 per year depending on experience
HOW TO APPLY: Email resume to employment@fishkill-ny.gov
- Full Time
- Immediately
- 110,000 Year
- 807 Route 52, Fishkill, NY 12524
- 5/9/24
It's Not Work When You're Doing What You Love! Woodland Pond at New Paltz is a CMS 5 Star Rated Continuing Care Retirement Community. Woodland Pond has an excellent reputation for quality care and exceptional service. If you are interested in our commitment to a positive, nurturing workplace environment for staff, we want to hear from you! We offer an excellent salary, benefits and perks.
Job Details Job Location: Woodland Pond Inc - New Paltz, NY Position Type: Full Time Salary Range: $36.00 - $38.00 Hourly Job Shift: Day Job Category: Facilities DescriptionResidence Turnover Technician Responsible to Position Classifications Director of Plant Operations (DPO) Hourly/Non-Exempt Directly Supervises and Evaluates None Is Back Up To: Director of Plant Operations Is Backed Up By: Director of Plant Operations WOODLAND POND CONFORMANCE STATEMENT In the performance of their respective duties and responsibilities, all employees are expected to conform to the following: Performing quality work with or without direct supervision Interacting professionally with other employees, residents, vendors, and all others Working effectively and in accordance with the Woodland Pond Communication Fundamentals Completing tasks independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations Complying with all federal, state and local standards, guidelines and regulations as well as Woodland Pond policy and procedure at all times Position Summary The Residence Turnover Technician (RTT), a hands-on position that performs and coordinates maintenance and trade related tasks, and contracted work and supplies in vacant units, insuring readiness and timeframe adherence Performs mechanical and related work. Is responsible for and directs all mechanical work, equipment, tools, inventory, systems, and operations, as well assigned personnel under the guidance of the Director of Plant Operations ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) Working with DPO and Marketing Dept. maintains “Ownership” of vacant turnover process, results, 60 day turnover timeframe Develops and maintains on-hand inventory of parts, tools, etc. to allow for efficient and effective vacant unit readiness – appliances, lighting, fixtures, etc. (*CF) Coordinates and communicates with Marketing, Finance, Administration and others to ensure effective prioritization of vacant readiness efforts Performs hands-on maintenance tasks in vacant units, independently and with others, – lighting and fixture updates and replacements, kitchen installation, bathroom renovation (*CF) Directs activities of staff assigned to work in vacant units. – Project Tech, Maint Tech, Maint Asst, etc. Effectively communicates with other departments, contractors and suppliers, through email and or other electronic means – Email, Word, Excel, Worxhub, etc. (*CF) Acts as the point of contact and control for all contractors and suppliers needed to render units ready – Flooring, painters, countertops, cabinets, etc. (*CF) Sources needed materials and equipment, purchases as approved, prepares PRFs for DPO approval (*CF) Works with DPO ensure proper due diligence in procurement of items, materials and services for vacant readiness Coordinates and is responsible for after move-in punch list items Maintains good relations with vendors, suppliers, and other departments. Is a main resource to assigned maintenance staff and supervisors for trade practices, knowledge, repair methodology and material selection Uses and operates the computerized work order system: inventory, assignment, scheduling and follow up for all mechanical items and assigned staff (*CF) Adheres to WPNP purchasing policies and procedures (*CF) Completes all required training and in-services All other duties as assigned GENERAL SKILLS AND ABILITIES Maintains high standards for work areas, attitude and appearance Understands that honesty and ethics are essential in the performance of duties Respectful of confidentially and privileged communications Willing to learn and grow, take courses, gain knowledge as needed Maintain functional knowledge and abilities through training and industry awareness, advise and encourage assigned staff of training and educational opportunities. Demonstrates maturity in judgment and behaviors Able to work a flexible schedule Maintains predictable and reliable attendance QualificationsQualifications High school diploma, or HSE Well-developed (through experience and training) proven extensive and proficient wide range relative trade practice and knowledge Good proficiency with computers, standard office software and CMMS software Comfortability and willingness communicating electronically in a workplace setting Valid NYS driver’s license Excellent customer service and verbal communication skills Ability to read and comprehend instructions, correspondence, and memos Ability to multitask and to prioritize maintenance tasks and work requests Demonstrated knowledge of appropriate skills for communicating with individuals of all ages, especially the geriatric population
- Full Time
- Immediately
- New Paltz, NY 12561
- 5/3/24