Margin Clerk I Job Description Sample
Bb&T Securities Margin Specialist
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Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing BB&T Accessibility or by calling 866-362-6451. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.
Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Responsible for monitoring the status of client accounts to ensure they are operating within the industry rules and regulations for margin and debit collection. Responsible for protecting the firm from inherent risks from securities transactions. Responsible for reviewing and completing transaction requests such as wires, internal account transfers, and all distributions to a third party.
Essential Duties and Responsibilities:
The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which
are not mentioned below. Specific activities may change from time to time.
1.Ensure that margin criteria are met by:
a. Monitoring account activity;
b. Reviewing reports;
c. Performing calculations;
d. Comparing margin accounts to regulatory requirements;
e. Issuing margin call letters to clients and notifications to financial advisors and client service associates;
f. Following up on margin calls to ensure they are covered by the deadline; and
g. Processing sellouts for unresolved margin calls.
2.Track and follow up on all trade and miscellaneous debits by:
a. Reviewing reports;
b. Identifying the source of the debit;
c. Notifying financial advisors and client service associates;
d. Following up on debits to ensure they are covered by the deadline; and
e. Processing sellouts and write offs for unresolved debits.
3.Review cash and security transfers, third party check requests and all wire transfers for accuracy and documentation. Scan
documentation into our image repository system.
4.Act as the primary backup for the Automated Customer Account Transfer (ACAT) department.
5.Assist financial advisors and client service associates by researching and responding to inquiries and requests for information.
Required Skills and Competencies:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations
may be made to enable individuals with disabilities to perform the essential functions.
1.Associate's degree in a business-related field or equivalent education and related training/experience
2.Strong mathematical skills
3.Effective verbal and written communication skills
4.Strong organizational skills and attention to detail
5.Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
6.Ability to travel, occasionally overnight
1.One year of brokerage industry experience
BB&T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Accounting Supervisor, US Gross Margin
Lead and develop the Gross Margin team through supervision of the accurate and timely reporting of gross margin using the retail method of inventory accounting. Review irregularities daily and perform in-depth analysis of the components of inventory costing.
Collaborate with finance, merchandising, supply chain, and store associates to research, identify, and resolve issues timely related to IMU and markdowns.
Develop an understanding of the aspects of retail accounting and related software systems as related to The Home Depot.
MAJOR TASKS, RESPONSIBILITES AND KEY ACCOUNTABILITIES
Analyzes income and balance sheet statements, consolidated statements and other accounting statements and reports.
May Assign work to subordinate Accountanting staff, Bookkeepers, Accouning Clerks and other associates engaged in general accounting activities.
Reviews and verifies the accuracy of journal entries and accounting classifications assigned to various records.
Applies Generally Accepted Accouting Principles and develops or recommends accouning methods and procedures.
Assures that all assigned projects adhere to accepted professional standards.
Recommends changes in accounting methods or procedures.
Selects, develops, directs and motivates assigned staff.
Manages projects from beginning to end.
NATURE AND SCOPE
Typically reports to Manager Accounting
Accountable for direct supervision of the work activities of others. In addition to personnel issues -- including selection, termination, performance appraisal and professional development of subordinates.
ENVIRONMENTAL JOB REQUIREMENTS
Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable.
Typically requires overnight travel less than 10% of the time.
Must be eighteen years of age or older.
Must be legally permitted to work in the United States.
The knowledge, skills and abilities typically acquired through the completion of a bachelor's degree program or equivalent degree in a field of study related to the job.
Years of Relevant Work Experience: 3 years
Frequent periods are spent standing or sitting in the same location with some opportunity to move about; occasionally there may be a need to stoop or lift light objects (typically less than 8 pounds).
Certified Public Accountant
Experience with Microsoft Access and SQL
Knowledge, Skills, Abilities and Competencies:
Written and Verbal communications skills
Computer application skills such as Excel, Access, General Ledger, etc
Must be able to multi-task and balance multiple high priority tasks.
Analyst, Margin Mgt
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Advisor - Buy Margin Accounting
What General Accounting contributes to Cardinal Health
General Accounting is responsible for maintaining the financial books and records and preparing financial statements in accordance with accounting standards.
What is expected of you and others at this level
Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
May contribute to the development of policies and procedures
Works on complex projects of large scope
Develops technical solutions to a wide range of difficult problems. Solutions are innovative and consistent with organization objectives
Completes work independently receives general guidance on new projects
Work reviewed for purpose of meeting objectives
May act as a mentor to less experienced colleagues
Accountabilities in this Role
Month-end close processes and financial analysis of Buy Margin
Completes monthly balance sheet reconciliations
Research and resolve variances
Collaborate with business partners in Audit, FP&A, Treasury, Tax, etc.
Maintain SOP's for Buy Margin area
Ensure compliance with Buy Margin SOX requirements
Other duties as needed
- Bachelors degree in related field, or equivalent work experience
- CPA preferred
Manager Margin Assurance
We are excited that you are interested in employment opportunities at Birch!
Our preferred format for expressing interest in our open positions is via our online profile submission portal.
Submitting a profile along with your resume helps to speed the hiring process and places you in our system so that we can consider you for future opportunities as well
Please review our current openings for a full listing of available opportunities. You can search for current openings by title and location and submit a profile to express an interest in these opportunities.
Essential Duties and Responsibilities include the following: (Other duties may be assigned.)
Vendor cost analysis, revenue accuracy accountability, customer and product margin analysis and management
Institutionalizing best practices and automation improving margin assurance objectives, and partnering with cross-functional teams
Complete carrier and supplier bill analysis including payment, dispute and resolution process
Complete Access Product Set Revenue/Cost/Margin Review
Complete analysis of and maintain audit system integrity
Coordinate and manage margin assurance projects to completion
Develop and provide communication of ILEC purchasing and pricing
Corporate and other supporting documentation of vendor invoice and audit processes system controls
Provides above average level of customer service to all customers (internal and external)
Manage, mentor and develop Margin Assurance Analysts
Excellent spreadsheet and database analysis skills
Excellent communication skills (verbal and written)
Strong interpersonal, time management, and analytical skills
Excellent Problem solving skills
Ability to meet critical deadlines
General Knowledge of telecommunications services, products and related tariffs
Demonstrates professional understanding of system and database design
- Bachelor's Degree
- 4-5 years' experience in telecommunications services company with special emphasis related to
analysis of vendor and/or end user rates and charges and general familiarity with telecommunications services and products (wholesale/retail) preferred
- 1-2 years' previous management/supervisory experience
- 3+ years' financial experience
- 1-2 years' computer experience (MS office products, SQL, database, etc.)
MMA2 - Manager Margin Assurance 2
Atlanta Operations Center
Revenue And Margin Analyst
Revenue and Margin Analyst
Partners with the businesses to ensure that the capital strategies are operationally supported and strategically focused to secure the greatest return on investment for the global company. Gathers financial data and performs financial analyses and reporting (e.g., profit & loss, balance sheet, cash flow, pricing, etc.) to influence decisions within the business and to drive cross-business initiatives (e.g., Mergers & Acquisitions).
Drives the forecasting process (weekly, monthly, and long term) by analyzing trends within the businesses and ensuring alignment with business- and corporate-wide objectives. Communicates and drives adherence to Generally Accepted Accounting Principles (GAAP) and the organization's financial goals and policies. Has the fiduciary responsibility to represent financial results correctly both internally and externally. Ensures strong business controls.
Provides complex and occasionally highly complex financial analysis for a financial function or a business, typically exercising a strong understanding of the business to determine the best method for achieving objectives.
Consults with business leaders to guide and influence strategic decision-making within a broad scope.
Forecasts financial results within a broad scope.
Leads business initiatives, typically leading analysts across multiple sub-functions within finance.
Identifies opportunities for process improvement and policy development and engages in the design.
Represents the business unit during cross-regional or cross- functional planning processes.
Provides mentoring and guidance to analysts.
Education and Experience Required:
First level university degree with a focus in business or economics; advanced degree or accounting certification (e.g., CPA, MBA) preferred.
6+ years of experience as a financial analyst.
Typically experienced in more than one finance function.
Knowledge and Skills:
Excellent understanding of accounting principles and financial analysis, with advanced knowledge in one area.
Excellent analytical skills.
Excellent business application skills (e.g., Microsoft Excel).
Excellent communication and influencing skills.
Superior teamwork skills
Strong business acumen.
Good project management skills.
Hewlett Packard Enterprise is EEO F/M/Protected Veteran/ Individual with Disabilities.
HPE will comply with all applicable laws related to the use of arrest and conviction records, including the San Francisco Fair Chance Ordinance and similar laws and will consider for employment qualified applicants with criminal histories.
Operations Engineering - Margin - Business Application Development Engineer
MORE ABOUT THIS JOB
What We Do
At Goldman Sachs, our Engineers don't just make things – we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financial engineering to continuously turn data into action. Create new businesses, transform finance, and explore a world of opportunity at the speed of markets.
Engineering, which is comprised of our Technology Division and global strategists groups, is at the critical center of our business, and our dynamic environment requires innovative strategic thinking and immediate, real solutions. Want to push the limit of digital possibilities? Start here.
Who We Look For
Goldman Sachs Engineers are innovators and problem-solvers, building solutions in risk management, big data, mobile and more. We look for creative collaborators who evolve, adapt to change and thrive in a fast-paced global environment.
RESPONSIBILITIES AND QUALIFICATIONS
JOB SUMMARY & RESPONSIBILITIES
A wide variety of projects are active and we have a long pipeline of proposed business solutions
The primary role of the candidate is to design, develop, and support one or more components of the Margin Platform
The candidate is expected to participate in the entire software development life cycle from definition of requirements through deployment and support
The successful candidate will work closely with IT peers and Operations professionals to define behaviour, services, and interfaces for the tools under development
The candidate is expected to work closely with colleagues and users in other regions
Core Java development experience (solid understanding of Core Java concepts and Design Patterns)
RDBMS experience (Sybase or DB2 preferred - able to write and analyze complex queries with multi-table joins and aggregate functions)
Strong communication skills
Must be a self-starter
Unix environment working experience
RESTful web services
Financial market knowledge
Graph Database Experience
Big data technology stack
ABOUT GOLDMAN SACHS
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.© The Goldman Sachs Group, Inc., 2018. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.
Cost & Gross Margin Senior Analyst - (B3)
Cost & Gross Margin Senior Analyst who will support the World Wide Operations with various activities including system and module costing, variance analysis, WIP recons and gross margin reporting for a business unit.
Perform analysis on built material costs to ensure correct valuation to final bill of materials
Support Costing team on work order variance analysis & bridge activities
Perform various WIP Recons
Provide group support on consolidated Inventory Details
Provide group support of S1 gross margin reporting
Support analysis of material overhead burden credits & appropriate accounting.
Support Group Lead in performing Ad Hoc or Process Efficiency related projects
Consolidate team input to inventory & variance team for standard revaluation cost impacts & Inventory outflow model inputs
Complete and deliver built MCOS analysis to WWO team
Provide analysis on mcos build by location schedules
Job Specific Knowledge
Accounting and financial knowledge are required.
Advance knowledge of systems capabilities and overall business processes.
Knowledge of Applied's culture, products, markets and processes.
Knowledge of Oracle and SAP
Basic negotiations skills (timelines, resources).
Write process documentation and updates.
Understanding of Applied Materials' systems and processes
- B.S. level degree or equivalent in related discipline;
- 4 years of experience in Finance/Accounting.
Applied Materials is committed to diversity in its workforce including Equal Employment Opportunity for Minorities, Females, Protected Veterans and Individuals with Disabilities.
Group Lead: Margin Technology/Core Java
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.
Citi's Mission and Value Proposition explain what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.
Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.
The MCS team is responsible for the design and build-out (and ongoing support) of a global, multi-product, multi-entity operational margin risk calculation system used to service our ICG business areas. Our system is built using state of the art design and Java/J2EE technologies, runs 24 x 6. We provide a variety of utilities (configuration management and control, execution & workflow, reporting) to facilitate a scalable and controlled operational environment for our clients.
This position will be responsible for analyzing business requirements, designing technical solutions, coding, testing, and deploying our global solution for the OTC (MRNCCD) and cross-product margin ICG business areas. These areas have high overlap and fostering/defining the correct synergies between these areas (across technical, program management, organizational, operational) is essential to creating a world-class, sustainable, scalable solution for our internal and external clients.
Lead local and off-shore development team with full front to back development responsibility
Design(and leverage where exists) reusable frameworks
Coordinate development with internal/external technology teams and business
Drive engineering standards and continue to strive for best in class
Act as site-lead for the whole Margin group (MCS, MRNCCD, MONET)
10 years of experience in capital markets technology development
Group lead experience
Solid programming; Hands-on experience on design, implementation, and code management
Working experience at full Software Development Life Cycle (SDLC) project is required
Experience in working for financial services organization in both a development and support capacity
Ability to work directly with clients on gathering and documenting business requirements, and work as a partner
Good communication is critical given the amount of client facing contact
A "do whatever it takes attitude", dedication to quality, ability to work independently, and complete attention to detail
Core Java and J2EE
Spring & Hibernate
UNIX scripting, Oracle PL/SQL
Cassandra or other caching tools (optional)
Supply Chain Program Manager (Scpm)- SC Readiness, End To End Cost & Margin Focus Position
Supply chain program manager
Supply Chain Program Manager (SCPM)- SC readiness, End to End Cost & Margin Focus position
What You'll Do:
The Nexus Data Center Switching (DCS) group is looking for a motivated and skilled Supply Chain Program Manager (SCPM) to drive the supply chain readiness, total cost management, and BOM resiliency on all HW programs from pre-concept to FCS.
Supply Chain Program Manager (SCPM) will be accountable for the assigned product portfolio's total cost & margin management, cost reduction programs and risk mitigation for new products.
SCPM has to understand all elements of HW & SW product cost; validate the integrity of the costed BOM and forward costing; be able to clearly articulate the main cost drivers, cost reduction, and cost avoidance activities and support Standard & Gross Margin management of HW & SW products through value engineering, Commodity Analysis and BOM optimization for all the Product Families for Data Center Switching.
The additional responsibility would be to prepare the supply chain and lead a ramp plan to ensure continuity of material supply and delivery between proto and early production for assigned HW products.
Who You'll Work With:
This SCPM Cost Management role is highly transparent and you will closely engage with key HW engineers in the Business Unit, Suppliers, GSM and SC finance to ensure Cost savings and Gross Margin performance expectations are met and aligned with BU strategy.
Who You Are:
3-5 years working experience needed in Supply Chain and Cost Management.
- Effective people/interpersonal skills to work with engineering and manufacturing team members in a collaborative environment - Global teamwork experience,
- Efficient organization and multi-tasking skills to manage various projects at a time,
- Cost avoidance, cost reduction and value engineering,
- Expertise in understanding a product Bill of Material and costing,
- Experience in Manufacturing and process improvements to drive cost-down and lead-time improvements,
- Knowledge on PLM processes, exposure to Agile PDM system is an advantage,
- Advanced and outstanding analytical skills,
- Advanced presentation skills,
- Strong verbal and written English skills,
- Strong problem solving and root cause analysis skills,
- Knowledge and application of industry innovations / trends and application to product or program
We connect everything: people, processes, data, and things. We innovate everywhere, taking aggressive risks to craft the technologies that give us smart cities, connected cars, and handheld hospitals. And we do it in style with rare personalities who aren't afraid to change the way the world works, lives, plays and learns.
We are thought leaders, tech geeks, pop culture aficionados, and we even have a few purple haired rock stars. We celebrate the creativity and diversity that fuels our innovation. We are dreamers and we are doers.
We Are Cisco.
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