Investment Operations Accountant at Protective | Birmingham, AL
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About Protective
Protective is committed to safeguarding our customers against life's uncertainties. Our mission is to provide protection and peace of mind when our customers need it most, regardless of their role within the company.
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Search for Training And Implementation Consultant For Accounts And Finance
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Pinewood.AI is on the lookout for seasoned automotive professionals to enhance our Training and Implementation Team, with a focus on the Accounts module of our innovative platform. This pivotal role is dedicated to ensuring the successful implementation for automotive retailers both in the UK and internationally.If you have experience as a dealership accountant, assistant accountant, or in another finance-oriented position, and are eager to elevate your career, this role offers you the chance to leverage your industry knowledge across multiple retail environments. You will play a key role in helping diverse retailers optimize their financial processes, streamline operations, and maximize the potential of our platform.We seek a collaborative individual who excels in implementation and training, possesses a problem-solving mindset, and is passionate about enhancing dealership efficiency.Key Responsibilities:Implement and configure the Pinewood.AI platform for new and existing dealerships, with a focus on the Accounts module.Lead top-tier implementation projects, ensuring seamless transitions from legacy systems to Go Live.Collaborate closely with dealership stakeholders to understand financial needs and ensure system configurations align with their business processes.Deliver engaging and customized training sessions for finance teams, including accounts clerks, assistant accountants, and accountants.Assist financial controllers and managers in accessing precise reporting, compliance tools, and management information.Provide ongoing consultancy, both onsite and remotely, to support adoption and optimization.Identify opportunities for improving implementation practices and enhancing customer experience proactively.Continuously deepen your knowledge of the system's financial modules, functionalities, and integrations.Act as a trusted advisor, enabling customers to extract maximum value from our Automotive Intelligence Platform.
Pinewood.AI is excited to present a remarkable opportunity for recent graduates or early-career individuals to become part of our Training & Implementation team as a Junior Training & Implementation Consultant. This position offers a structured learning and development path leading to a fully qualified T&I Consultant. You will receive hands-on experience working with our top-tier Automotive Intelligence Platform, collaborating with seasoned consultants and mentors to provide outstanding customer experiences for automotive retailers both in the UK and internationally.This role is ideal for those who are eager to learn, have a passion for technology and customer service, and are motivated to forge a career in the automotive software industry.Key Responsibilities:Commence your journey within our Software Support team, assisting customers through incoming calls, live chats, and support tickets.Take ownership of your own support cases, ensuring exemplary service standards and compliance with response, satisfaction, and resolution KPIs.Engage in a structured training and development program designed to prepare you for a consulting role.Conduct product demonstrations, complete assessments, and receive continuous mentorship from experienced leaders.Acquire practical experience through on-site visits, shadowing, and direct customer support.Learn to implement the Pinewood.AI platform at both new and existing dealerships.Assist in high-quality implementation projects, ensuring seamless transitions from legacy systems to ‘Go Live’ status.Participate in project tasks including data configuration and conversion activities.Develop trusted relationships with customers to help them maximize the value of our platform.Present confidently during demonstrations, training sessions, and customer interactions.Requirements:Degree-level education or equivalent experience in Accounting & Finance.Strong written and verbal English communication skills.Excellent interpersonal abilities.A professional, confident, and customer-centric approach.Willingness to travel to customer sites across the UK and internationally.Desirable Experience:Familiarity with software or automotive environments.Understanding of customer service, training, or system implementation processes.A proactive, positive attitude with a desire to learn and grow.Benefits:You can anticipate comprehensive on-the-job training, a flexible work environment, and opportunities for long-term career growth with us.Competitive salary based on experienceBonus schemeShare schemeHybrid working arrangement25 days of holiday plus all UK bank holidays4x life assuranceEnhanced family-friendly leave offering 5 months of full pay for maternity leave.
Pinewood.AI
Pinewood.AI is on the lookout for dynamic automotive professionals with a robust background in sales, vehicle administration, and operations to enhance our Training and Implementation Team. In this pivotal role, you will be responsible for the seamless implementation, configuration, and user training on our Vehicle modules, serving dealerships across the UK and internationally.Your main objective will be to customize the system according to dealership processes and effectively train and coach dealership teams on our platform’s Sales features: from lead capture and enquiry qualification to CRM, opportunity and pipeline management, quotations, orders, F&I compliance, delivery, handover, and follow-up. Additionally, you will ensure smooth integration with vehicle processes, including vehicle creation, stock management, costing, invoicing, and registration to facilitate a cohesive sales journey.We seek a candidate with substantial knowledge of sales, vehicle administration, and operations, coupled with exceptional communication skills and the ability to deliver impactful implementation and training that transforms dealership performance.Key Responsibilities:Configure and implement the Pinewood.AI platform in both new and existing dealerships, customizing settings to align with business processes.Conduct engaging training sessions for sales personnel, business managers, and vehicle administrators, fostering confidence in platform usage.Educate users on the entire sales cycle, encompassing lead management, CRM, opportunity pipeline, quotations, F&I, compliance, delivery, handover, and follow-up.Advise dealerships on vehicle-related processes such as vehicle creation, stock management, costing, invoicing, and registration.Lead implementation projects from planning through to Go Live, ensuring smooth transitions from legacy systems.Provide both onsite and remote consultancy to encourage platform adoption, optimization, and continuous enhancement.Collaborate with dealership stakeholders to grasp requirements and ensure best-practice configuration.Proactively identify opportunities to refine implementation strategies and elevate customer experiences.Develop in-depth understanding of platform functionalities across sales, vehicles, and related integrations.Act as a trusted advisor, assisting retailers in boosting efficiency and maximizing profitability through our platform.
Pinewood.AI is actively looking for seasoned automotive professionals to enhance our Training and Implementation Team, focusing on Aftersales. This pivotal role is essential for executing high-quality implementations of the Pinewood.AI platform for automotive retailers throughout the UK and beyond.If you have a background as a service advisor, service manager, parts specialist, or warranty administrator, this is a remarkable opportunity to elevate your career. Rather than managing aftersales in a single dealership, you will leverage your expertise to assist a diverse array of retailers in optimizing their service, parts, and warranty operations using our Automotive Intelligence Platform.This position represents a significant career transition for individuals aiming to step away from the dealership environment and into a role where you can truly impact businesses by streamlining processes, adopting cutting-edge technology, and enhancing customer experiences.We seek a collaborative individual who is confident in training and consultancy and is passionate about utilizing their aftersales knowledge to drive industry improvements.
Join CFGI as a Consultant – Accounting AdvisoryAs a Consultant at CFGI, you will collaborate with a diverse team of professionals, including Big 4 auditors and client management, to tackle various aspects of engagements. Your role will involve analyzing financial data, conducting interviews with client management, identifying critical issues, drafting reports, participating in meetings, and fostering strong relationships with clients. Take Charge of Your Career at CFGI:· Gain exposure to a variety of industries and projects.· Make a significant business impact for your clients.· Lead projects from inception to completion.· Engage directly with clients and excel in a client-facing role.· Continuously challenge yourself and learn in a collegial environment with top-tier experts in the field.· Enjoy flexibility in your work location, whether at the office, remotely, or on-site with clients (depending on the engagement).· Create your own career path.· Find joy in your work! What You Can Expect:· Conduct operational due diligence for complex transactions (e.g., acquisitions, divestitures, stock offerings, debt raises, IPOs).· Work on accounting projects focusing on business unit or subsidiary carve-outs.· Integrate with client staff as a subject matter expert in operational senior accounting tasks or overall financial team support.· Prepare financial and regulatory information in compliance with regulatory requirements.· Research and document projects concerning new accounting standards, process improvements, and implementations.· Lead process improvement initiatives and implement necessary changes.
Turner Townsend
Turner Townsend is hiring a Principal Consultant specializing in Business Case and Project Finance for its Birmingham office. This role focuses on helping clients make informed project financing decisions and shape initiatives that are practical and set up for success. Key responsibilities Support clients as they navigate the financial aspects of project development, clarifying complex funding issues and options. Collaborate with cross-functional teams to create clear, persuasive business cases that back investment choices. Use analytical skills to evaluate project feasibility and highlight financial risks. Develop strategies that reflect both client objectives and the realities of the infrastructure sector. Role impact This position plays a part in shaping major infrastructure projects by ensuring financial soundness and strategic alignment from the beginning.
Turner Townsend seeks a Senior Consultant to join the Programme Advisory team in Birmingham. This position centers on business case development and project finance, guiding clients through complex financial decisions to support their major initiatives. Key responsibilities Collaborate with clients and stakeholders to shape and refine business cases for significant projects. Analyze financial models to determine project viability and alignment with strategic objectives. Provide clear, actionable finance advice to support successful project delivery. Collaboration Teamwork is central to this role. Expect to work closely with both clients and internal colleagues to help projects achieve financial and strategic targets.
transform9
At transform9, we are dedicated to revolutionizing healthcare accessibility and improving patient engagement through our cutting-edge conversational agent platform. Our mission is to facilitate seamless communication between patients and healthcare providers, empowering patients to navigate their healthcare journeys with ease. To support our expanding clientele and guarantee successful platform adoption, we are looking for an enthusiastic Implementation Manager or Associate. In this pivotal role, you will assist clients during the onboarding process, ensuring they fully grasp how to effectively utilize our platform to meet their operational requirements. You will work closely with both clients and internal teams to customize implementation strategies that streamline integration and foster a positive user experience.Key ResponsibilitiesLead the onboarding process for new clients, ensuring they gain a thorough understanding of our platform’s features and functionalities.Develop tailored implementation strategies based on client needs and workflows to ensure a seamless transition.Coordinate with cross-functional teams to ensure successful platform integrations and resolve any technical challenges.Deliver training and resources to clients and their teams to maximize the benefits of the conversational agent platform.Track project progress, manage timelines, and ensure that milestones are achieved during the implementation stage.Collect client feedback throughout and after implementation to continuously enhance the onboarding experience.
No Prior Experience RequiredAre you eager to kickstart a career in a dynamic office environment?Aspiring to delve into the world of Finance?If your answer is yes, this exciting opportunity is tailored for you!In light of the significant skills gap in the industry, there is a soaring demand for accounting and bookkeeping professionals.We collaborate with a diverse range of employers actively searching for newly trained individuals who are enthusiastic about embarking on a career in various finance-related roles.Our comprehensive programs will equip you with the essential knowledge, skills, and certifications needed to thrive in this sector. Upon successful completion, we will connect you with our network of employers, assisting you in filling critical positions within the industry.Join our FREE AAT Accounting Career Webinar by clicking 'Apply for this job', and we will provide you with the link to join. After attending this informative online session, you can determine if this is the right path for you.
Morgan & Morgan
Join our dynamic team at Morgan & Morgan as an Accounting Clerk, where you will play a vital role in maintaining financial records, processing transactions, and assisting with audits. We are looking for an organized, detail-oriented individual to ensure the accuracy and integrity of our financial data.
Wahed Invest
Wahed Invest is hiring a Tax Consultant based in Birmingham. This role centers on providing tax advisory services and helping clients navigate complex tax matters. The Tax Consultant works directly with clients to develop strategies that align with their financial goals while ensuring compliance with all relevant regulations. Key responsibilities Analyze tax issues, identifying potential risks and areas for improvement Develop and recommend tax strategies tailored to each client’s needs Ensure clients remain compliant with current tax laws and regulations Collaborate closely with clients to understand and support their financial objectives What we’re looking for Strong interest in tax and finance Attention to detail and accuracy Dedication to delivering high-quality service This is an opportunity to build a career in a growing fintech company.
No Prior Experience Required!Are you eager to embark on a rewarding career in an office setting?Does a future in Finance ignite your passion?If your answer is yes, this opportunity might be perfect for you!In response to a significant skills gap in the industry, accounting and bookkeeping professionals are urgently sought after.We represent a network of employers eager to hire newly trained individuals who are driven to establish a career in various finance-related roles.Our training programs equip you with the essential knowledge, skills, and certifications needed for success. Once you complete the program, we will connect you with our network of employers to help fill critical positions in this field.Join us at our FREE AAT Accounting Career Webinar by clicking 'Apply for this job', and we will send you the link to participate. After attending this free online event, you can determine if this path aligns with your career aspirations.
adlerallan1
Role Overview adlerallan1 is looking for a Client Account Manager to support our Water division in Birmingham. This position focuses on managing important client accounts, maintaining satisfaction, and building lasting relationships. What You Will Do Oversee key client accounts within the water sector Work to ensure clients remain satisfied with our services Develop and maintain strong, professional relationships with clients What We Look For Clear and confident communication skills A proactive approach to identifying and solving problems Solid understanding of the water sector
Join us in making a positive impact on millions of lives. At Protective, we are dedicated to helping our customers navigate life's uncertainties with confidence and peace of mind.We are currently seeking a skilled Investment Operations Accountant to join our Managed Separate Accounts team. In this pivotal role, you'll collaborate with third-party resources to manage daily operational processes, securities accounting, custody activities, and issue resolution. Your contributions will support internal business teams, external investment managers, and Protective's Accounting and SAP teams.Your responsibilities will include overseeing daily trade and cash operations, general ledger activities, reconciliations, quarter-end close processes, and providing essential audit and regulatory support. The ideal candidate will possess strong analytical skills, advanced Excel capabilities, a solid accounting background, and the ability to work accurately and efficiently in a fast-paced, deadline-driven environment.
Manager - Accounting AdvisoryAs a Manager at CFGI, you'll collaborate closely with senior executives from FTSE 100, mid-cap, and emerging companies. You will lead project teams and engage with clients and their Big 4 auditors across all facets of engagements, including report writing and relationship management. Empower Your Career at CFGI:· Gain exposure to diverse industries and projects.· Make a significant business impact for your clients.· Take ownership of projects from inception to completion.· Engage directly with clients in a dynamic, client-facing role.· Continuously challenge yourself and learn in a collaborative environment with top-tier experts.· Embrace a flexible work environment—office, remote, or client site based on engagement needs.· Shape your own career path.· Enjoy your work! Your Expectations:· Collaborate with client senior management to address complex accounting challenges and propose effective resolutions.· Oversee operational due diligence for intricate transactions such as acquisitions, divestitures, stock offerings, and IPOs.· Ensure compliance by reviewing consultants’ deliverables for financial and regulatory information.· Research and document projects related to new accounting standards and process enhancements.· Lead and mentor consultants, providing innovative solutions that enrich their experience.· Contribute to the firm’s recruiting efforts and business development initiatives.
Protective Life Corporation
Join Protective Life Corporation as a Senior Investment Accountant, where you will play a crucial role in managing our investment portfolio and ensuring the accuracy of our financial statements. Your expertise will contribute to the overall financial health of the organization while collaborating with a dynamic team.
Director of Accounting AdvisoryAs a Director at CFGI, you will collaborate closely with C-level executives of FTSE 100, mid-cap, and start-up organizations. In this leadership role, you will guide project teams, engage with clients and their Big 4 auditors, and manage all facets of engagements, including report preparation, relationship development, and business growth. Embrace Your Career Journey at CFGI:· Gain diverse experience across various industries and projects.· Make a significant impact on your clients' businesses.· Take ownership of projects from inception to completion.· Thrive in a client-facing role with direct interaction.· Constantly challenge yourself and learn in a collegial environment fostered by top-tier experts.· Enjoy flexibility in work settings, including office, remote, or client sites.· Forge your unique career path.· Find joy in your work! What to Expect:· Collaborate with clients’ executive teams and auditors as a subject matter expert, navigating complex accounting challenges.· Lead client engagements and manage operational due diligence for intricate transactions such as IPOs, acquisitions, divestitures, stock offerings, and debt raises.· Ensure timely delivery of financial and regulatory information per compliance standards.· Provide expertise on new accounting standards in various projects.· Spearhead process improvements and implement necessary changes.· Mentor senior managers, managers, and consultants, serving as a moral guide, promoting professional growth, and offering actionable feedback.
Protective Life Corporation
Join Protective Life Corporation as a Senior Investment Accounting Analyst, where you will play a pivotal role in our financial team. This position involves analyzing investment records, preparing reports, and ensuring compliance with regulatory standards. We seek a detail-oriented professional who thrives in a collaborative environment and is passionate about financial analysis.
Senior Manager - Accounting AdvisoryAs a Senior Manager at CFGI, you will collaborate closely with C-level executives across FTSE 100, mid-cap, and emerging companies. Your leadership will steer project teams and facilitate direct engagement with clients and their Big 4 auditors on various engagement facets, including comprehensive report writing, client relationship management, and driving business development initiatives. Take Charge of Your Career Path at CFGI:· Gain diverse exposure across multiple industries and projects.· Create a significant business impact for your clients.· Manage projects from inception to completion.· Engage directly with clients, thriving in a dynamic, client-facing role.· Continuously learn and grow within a collaborative environment filled with top-tier experts.· Enjoy the flexibility of working from the office, remotely, or at client sites, depending on engagement needs.· Forge your unique career trajectory.· Thrive in a fulfilling work environment! What Awaits You:· Collaborate with clients' executive teams and auditors, acting as a subject matter expert to navigate complex accounting challenges.· Spearhead client engagements, ensuring successful delivery of operational due diligence for intricate transactions, including IPOs, mergers, acquisitions, and divestitures.· Deliver financial and regulatory information while ensuring compliance with regulatory standards.· Provide expertise on projects associated with new accounting standards.· Lead process improvement initiatives and implement necessary changes.· Mentor managers and consultants, promoting professional development and fostering an ethical workplace culture.
eoctebp
Join our dynamic Management Training Program at eoctebp, where you will gain hands-on experience and develop the skills necessary for a successful career in management. This program is designed for individuals looking to cultivate leadership qualities and drive business results.
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