Total 26 finance banking insurance job vacancies in bay avenue

I. Job responsibility:

•Prepare and analyze monthly, quarterly, and annual financial reports.

•Manage taxation, including PPH 21, PPH 23, PPH Final, and the preparation and submission of annual and monthly tax returns (SPT).

•Ensure compliance with tax regulations and applicable accounting standards.

•Provide financial analysis and recommendations to support management decision-making.

•Oversee accounting processes and ensure the accuracy of financial data.

•Manage budgeting and financial forecasting.

II. Essential Professional Experience:

•Minimum of 1 years of experience in finance or accounting.

•Experience in tax management and financial reporting.

•Familiarity with accounting software and ERP systems.

•Experience in preparing reports for internal and external audits.

III. Skill:

•Capable working with computer (ex. MS Word, Excel, Outlook, and Power Point)

•Strong analytical skills.

•Have strong presentation skill

•Have strong comunication skill is a must

•Fluent in English in both verbal and writing is a must

IV. Qualification:

•Maximum Age 30 Years Old

•Bachelor’s degree in Accounting, Finance, or a related field.

•Possession of Brevet A and B certificates.

•In-depth knowledge of Indonesian taxation, particularly PPH 21, PPH 23, and PPH Final.

•Strong understanding of financial accounting standards and financial reporting.

Company:

Description:

• Description:

  Job Profile Description

  Job Title: Specialist - Insurance Operations

  Grade: C1

  Job description: Includes but not limited to:

  ·       Contributes to achievement of Service Level Agreements (SLAs), Key Performance Indicators (KPIs) and business objectives

  ·       Adheres to Company policies and is in compliance at all times

  ·       Maintains performance standards 

  ·       Updates reports based on predefined templates on a regular basis to ensure accurate entry

  ·       Maintains a basic understanding of the core aspects of relevant Insurance and related legislation

  ·       Completing all training related activities when assigned

  ·       Cognizant of completing all assigned activities within the stipulated time

  ·       Ensuring all production targets are met in training

  ·       Ensuring all production targets are met in BAU (Post training)

  ·       Ensuring all Quality targets are met in training

  ·       Ensuring all quality targets are met in BAU (Post training)

  ·       Communicate status of work, any issues with team managers and manager on time

  ·       Schedule adherence is a must

  ·       No unplanned leaves

  ·       Maintain continuous performance standard

  Required Qualifications:

  ·       Minimum graduation required

  ·       Having Insurance background will be an added advantage

  Skills required:

  ·       Good communication skills

  ·       Willingness to learn and adapt to changes

  ·       Basic knowledge of MS Office

  Working conditions: Ready to work in the India afternoon shift

  2:30pm to 11:30pm

  Marsh McLennan (NYSE: MMC) is the world’s leading professional services firm in the areas of risk, strategy and people. The Company’s 85,000 colleagues advise clients in 130 countries. With annual revenue of over $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations redefine the world of work, reshape retirement and investment outcomes, and unlock health and wellbeing for a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients. For more information, visit marshmclennan.com, or follow us on LinkedIn and Twitter.

   

  Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, caste, gender identity or any other characteristic protected by applicable law.

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

The Global Mining team is a leading provider of investment banking services to existing and prospective metals & mining companies globally. The team’s coverage strategy spans North America, Europe, Latin America, Asia, and Australia. Our client-centric approach incorporates M&A and other financial advisory services with access to the debt, equity and loan capital markets, as well as complex risk and hedging solutions. The Global Mining team manages a market leading platform from our offices in Toronto, Vancouver, London, Sydney, Hong Kong, Tokyo, and Bogota.

Clients across the world turn to CIBC’s Global Mining team for M&A advisory, debt and equity financing and lending products. We have led many of the industry’s largest gold and base metals equity transactions and have played integral lead strategic advisory roles to global mining companies in some of the largest industry defining merger and acquisition transactions. Our specialized global platform and subject matter expertise enables us to help our clients meet their goals, including those related to the global energy transition.

With guidance from Managing Directors, Executive Directors or Directors, you will complete assignments that impact the firm's bottom line through transaction and financing execution, client relationship support, industry and company research, and contributing to the overall communication flow across our global offices. The role provides you with steep learning and an ability to observe and influence the strategic direction of our clients’ businesses with exposure to company executives and board of directors.

Associates on the Global Mining team will be expected to provide a broad range of analytical, research and presentation preparation support to all the professionals within their group and play a critical role in mentoring and training Analysts on the team.  Typically, Associates are assigned to a variety of transactions and advisory projects, such as mergers & acquisitions, divestitures, equity and debt financings, and capital structure and strategic advisory projects, and must have strong prioritization and multi-tasking capabilities. You will also be expected to maintain an awareness of our clients, industry, regulatory issues and relevant economic/political trends. Applying your strengths in quantitative analysis to create and direct complex financial analysis and models while extracting the “big picture” implications of such analysis will be critical to your success.

The role of an Associate is challenging and fast-paced.  It requires dedication, passion for the industry and a very solid work ethic. You must be able to accept flexibility in required personal time commitments to complete work assignments.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you'll succeed

• Research - Conduct industry research and analysis to assist in the identification and/or analysis of investment banking business opportunities

• Proposal - Play a key role in the preparation of client proposals, “pitchbooks” and the execution of new and existing client mandates, including overseeing Analyst work. Prepare industry and financial analysis to assist with the development of client recommendations

• Financial Modelling – Develop and audit sophisticated financial models

• Analysis - Lead industry comparable value and transaction precedent analyses

• Due Diligence - Assist in company due diligence investigations

• Support - Support senior investment banking colleagues and directing and training analyst teammates

• Relationship Building –  Grow your internal and external networks  coordinating client-focused and/or deal-focused “brainstorming” sessions with relevant team members and product specialists. Developing relationships and actively communicating with various appropriate contacts at our clients. Developing and maintaining an internal network with product groups and other business groups. Developing and maintaining an external network with the market (i.e. key stakeholders, clients, prospects, etc.). Liaising with other units of CIBC Capital Markets in preparing proposals for clients

• Culture - Supporting CIBC’s “Culture of Care” through involvement in community activities

• Mentoring - Actively managing and mentoring the Analysts that work with you and providing regular feedback to them 

Who you are

• You are success-oriented. Extremely dedicated and motivated individual with high career aspirations. Must be capable of assuming high levels of responsibility within short time frames. Success to you is helping solve and execute on the complex financial and strategic needs of our clients

• You have an undergraduate degree in finance, accounting, mathematics, engineering, computer science or economics. Completion of a CA, CFA, MBA or Masters in Finance is an asset

• You can demonstrate relevant industry experience. A minimum of 2 years of previous experience in one or more of investment banking, corporate finance, private equity, project financing, tax equity, or investment review.  Experience must have included meaningful financial modeling and analysis. Direct work experience in the mining industry is an asset

• You have relevant financial skills. Excellent analytical ability including demonstrated knowledge of valuation techniques and practices, including cash flow and returns analyses. Knowledge of accounting principles relating to financial statement preparation and business combinations

• You possess technical skills (Programs, Methodologies, Systems). Strong quantitative technical skills as it relates to basic computer applications (Excel, Word, PowerPoint), industry technology (FactSet, Bloomberg) and other applicable software

• You are motivated by collective success Well-developed interpersonal and relationship building skills in order to develop, manage and leverage relationships with clients, and internal and/or external business partners. Well-developed written and verbal communication skills sufficient to provide detailed explanation and interpretation of factual and conceptual information and ideas related to complex technical and conceptual issues. Unquestioned professionalism, ethics and reputation and proven ability to exercise strong independent judgment when making business decisions and/or representing CIBC Capital Markets

• Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Employment Type

Weekly Hours

Skills

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Morstan General Agency seeks an Entry Level Insurance Assistant to join our team in New Hyde Park, NY. 

This position assists the processing group and the front desk by reviewing insurance applications, data entry, inspections, and other pertinent information to evaluate, classify, and rate submissions for insurance by performing the following duties.

WHAT YOU’LL DO:

• Provide full assistance and support for the sales and production process as needed.

• Work with Underwriter when reviewing risks submitted by Producers, rate submissions for premium and terms, issue written binders.

• Become thoroughly familiar with the use of all agency management software systems and suggest labor saving uses to management.

• Order and review inspections. This duty requires the ability to identify the different exposures of risks, verify information obtained on inspection with the information on policy for accuracy and verification of underwriting guidelines.

• Issuance of Certificates of Insurance.

• Greet clients and visitors when needed.

• Operate agency telephone switchboard, route incoming calls to appropriate teammate, and take adequate and legible messages or transfer to the appropriate voice-mail box.

WHAT YOU’LL NEED:

• High School Diploma or equivalent

• Exceptional telephone demeanor

• Ability to maintain a high level of confidentiality.

• One (1) to two (2) years related experience.

WHAT WE OFFER:

• Excellent growth and advancement opportunities

• Competitive pay based on experience • Paid Time Off (PTO)

• Generous benefits package: health, dental, vision, 401(k), etc.

• Employee Stock Purchase Plan

WHO WE ARE:

Morstan General Agency, one of the largest members of Bridge Specialty Group, provides customized solutions for all our customers’ insurance needs.

Experience and relationships matter. Our highly trained professionals have built the reputation within the insurance marketplace as being able to find comprehensive coverage at competitive rates.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

The goal of CIBC’s Capital Markets business is to be the premier client-focused wholesale bank based in Canada. To deliver on this, the Capital Markets arm of CIBC provides a wide range of credit, Capital Markets, investment banking, merchant banking and research products and services to government, institutional, corporate and retail clients in Canada and in key markets around the world. The Executive Assistant is accountable for providing secretarial/operational and administrative support for one or more Executive level managers within a medium to large size business group on activities that generally span up to a one-month timeframe. The role monitors and ensures that all established administrative and operational processes and control standards are followed, contributing to the effective and efficient operation of the business group.

At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-4 days per week on-site, while other days will be remote. 

How you’ll succeed

• Professional Support Accountabilities - Develops organization centric materials such as communications, correspondence, and presentations,  and acts as a communication channel to facilitate timely and effective communications. Responds to related inquiries on the department’s behalf, or escalates issues for resolution as appropriate. Oversees the establishment and maintenance of organized and confidential electronic filing systems to ensure that business and operational reports, forms, and other business documentation are available.

  Coordination - with Corporate Real Estate for all premises related matters such as office moves, and project manages the local coordination of premises and building related matters including relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations.

  Calendar Management & Event Management - Manages the Executive’s calendar of ‘scheduled appointments’, or upcoming events and matters requiring immediate attention.  Also, acts as central point of resolution for conference/meeting rooms regarding policy and process, resource allocation, and related issues. Oversees the administration of a timekeeping system in adherence with reporting guidelines and processes. Leads in the planning, and oversees the coordination and implementation of department events and liaises with CIBC’s Events Team on client events, where necessary. Ensures that each employee has the tools necessary to do their job effectively. Project manages various initiatives such as business process improvement initiatives, event planning, and office relocations while engaging staff both within the team and across impacted business units, to achieve the desired business outcomes.

  Financial Analysis and Support Accountabilities - Manages the expenses of the team, ensuring compliance with policy. Performs financial analysis of billing and costing to support the developing and recommending of alternatives, in support of business decision making. Supports the budget planning and monitoring process by collecting and aggregating, analyzing, and reporting. Identifies, develops, recommends and implements cost saving opportunities whenever possible for the benefit of the group and for the department as a whole. Seeks approval for recommendations according to organizational or local policy. Performs some financial analysis of billing and costing, and to support developing of alternatives to support business decision-making. Ensures the existence of an efficient process flow for invoice processing, in adherence with division processes and processing guidelines, and vendor agreements.

  Generating Reports - Oversees the production of monthly/quarterly reports for budget/expense control and budget forecast/variance analysis in support of maintaining expenses within budget. Monitors and analyzes project expenses to ensure they are within budget.

  Human Resources Administration Accountabilities - Oversees the centralized tracking and record maintenance of staff vacations and absences, in accordance with divisional guidelines, to ensure consistency in entitlement and to determine staff availability. Participates in resolution of issues when they are escalated.

  Staff Training Coordination - Coordinates the process by which staff training requirements are scheduled, and for which monthly/quarterly reports are produced, while monitoring that funds are allocated within budget and available to support training requests. Ensures adequate support for recognition programs and processes, in support of recognizing staff contributions. 

Who you are

• You have proficient knowledge and understanding of the financial and/or investment banking environment and possess an excellent relationship-building, communication, decision making, negotiating and influencing skills.

• You possess post-secondary education in a related field. Other professional related training to keep skills current with office productivity software and to develop leadership capability.

• You have seasoned knowledge of bank financial processing standards, and key business processes, and excellent working knowledge of financial analysis methodologies, accounting principles, project management methodologies, and human resources policy and practice. Seasoned broad business knowledge and specific understanding of the organizational unit, its functions and products and customer groups.

• You have the ability to work with limited direction and ambiguity to make decisions within scope of accountability.

• You create professional reports with accuracy and efficiency.  You have the ability to organize business information and develop it into cohesive, professional reports and presentations, with little guidance, and the ability to recognize and respond to business related issues within the scope of the material.

• You are extremely detail oriented, very well organized and can manage your time and stress effectively, while being able to multi-task to accomplish a wide variety of tasks, and conflicting priorities.

• You are very professional. You have the ability to deal with clients in a professional and courteous manner, and to develop and leverage professional working relationships.

• You have solid project coordination skills to lead a variety of initiatives. Seasoned ability at secretarial and administrative tasks for purposes of teaching/coaching staff.

• You have expert level PC skills (MS Office: Excel, Word, PowerPoint, Outlook, Visio; Lotus; web browsers).

• You are a strong communicator. Seasoned communication skills, both written and verbal.

• You manage confidential materials in an appropriate manner.

• You are flexible and has the ability to demonstrate personable and professional sound work ethic.

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Employment Type

Weekly Hours

Skills

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You'll Be Doing

The SNS & FICC team supports the Structured Notes and Fixed Income, Currencies and Commodities business with enhanced reporting, governance, and FP&A requirements. FICC’s accountabilities involve Financial Planning & Analysis for that segment of Global Markets while supporting various ad-hoc requirements from business and finance. As a Sr. Financial Analyst/Consultant, you will be mainly accountable for the delivery of new initiatives impacting Trading and Finance, supporting the desk with FP&A monthly and quarterly analysis of business performance, comparative analysis and other ad hoc requests for the business.

At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.

How You'll Succeed

• Support with FP&A activities and various ad-hoc requests - Provide timely and accurate analyses of desks’ financial plans and autonomously reply to ad-hoc requests from business and Finance partners. Role will have a specific focus on Quarterly Comparative analysis for GMs with an in-depth review of FICC businesses. Solid understanding of FP&A and resource utilization is also required for the role.

• Relationship management - Interact with Product control, Accounting, Central Planning, Treasury, Risk Management, Business Partners, and Capital Markets senior management on initiatives.

• Be proactive and self-disciplined - Try to anticipate challenges and stay committed to deliver quality results in a timely fashion.

• Conceptual and Organizational Skills - Being able to see the “big picture” in a complex environment and translate your understanding and insights into a workable project plan

• Deliver on Key Initiates - Actively support assigned project streams or responsibilities, providing SME, BA support, ensuring both internal projects and CIBC wide projects are partnered effectively, and executed upon. 

Who You Are

• You can demonstrate experience in working with Capital Markets products in a previous role in Finance, Accounting, and Product Control environment. It is an asset if you have or are working towards a professional designation (CPA, CFA, FRM, MFin, etc.). Previous experience related to project management will be an asset as well.

• You give meaning to data. You enjoy investigating complex problems and making sense of information. You are confident in your ability to communicate detailed information in an impactful way.

• You embrace and champion change. You will continuously evolve your thinking and how you work to deliver your best.

• You are driven by collective success. You know that collaboration can transform a clever idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.

• Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Employment Type

Weekly Hours

Skills