Financial Planning Assistant Hantz GroupFinancial Planning AssistantDavison, MichiganThe role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients.
Financial Advisor Hantz GroupFinancial AdvisorDavison, MichiganAs a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients.
NewTax Planning Specialist Hantz GroupTax Planning SpecialistDavison, MichiganOur philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. Tax Strategy and PlanningOur Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future.
PLANNER (PLANNING) Genesee County, MIPLANNER (PLANNING)Flint, MIFull timeCompletes master plan and zoning reviews; Assists with the drafting of planning documents; Assists with projects application eligibility determinations; Assists with projects being carried out by organizations and local units of government; Completes federal project reviews, master plan reviews and zoning reviews. JOB SUMMARY: Performs professional planning work and assists in writing reports; assist in data collection, developing applications and writing reports under the direction of a Program Manager although a Lead Planner may be assigned to provide leadership and or direction.
Financial Services Representative - State Farm Agent Team Member Bob Love - State Farm AgentFinancial Services Representative - State Farm Agent Team Memberclio, MIROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Bob Love - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
NewFinancial Services Specialist - Sashabaw & Ortonville Branches Michigan State University Federal Credit UnionFinancial Services Specialist - Sashabaw & Ortonville BranchesMIActively listen to uncover each member's stated and unstated financial needs, conduct a comprehensive analysis of their financial profile, and recommend tailored solutions that support their long-term financial well-being, while successfully cross-selling complimentary products and services that meet their needs. Review member transactions, applications, and account activity for red flags such as unusual deposit or withdrawal activity, account access anomalies, and high-risk application indicators; ask clarifying questions to verify identity and intent; and promptly escalate concerns to the Fraud Department to ensure timely investigation and resolution, protecting both members and the Credit Union.
NewStaff Accountant Mid-States Bolt & ScrewStaff AccountantBurton, MichiganStaff Accountant Mid-States Bolt & Screw, a trusted local fastener distributor, is seeking a Staff Accountant to support our growing business and add to our great finance team! The ideal candidate will be responsible for managing day-to-day accounting functions while supporting financial reporting, month-end close, budgeting, and business analysis.
Head of School Kingsbury Country Day SchoolHead of SchoolOxford, MichiganCurrent Michigan School Administrator Certification or enrolled in an MDE-approved School Leader Preparation Program within six months leading to School Administrator certification within three years after the start of employment per the certification and continuing education requirements as described in MCL 380.1246. This includes, but is not limited to, the MICIP plan, MTSS implementation, the use of board-approved curriculum in all subjects with fidelity, master schedule management to maximize instructional time, professional learning community leadership, and oversight of all required student assessments.
NewPerm - Management - Net Revenue (Days) Grand Blanc, MI MetasensePerm - Management - Net Revenue (Days) Grand Blanc, MIFlint, MI$80,000–$105,000 / yearNet Revenue Analyst is responsible for compiling complex reimbursement data to support management decision making and internal and external reporting for assigned subsidiaries. Job responsibilities include, but are not limited to, the following: Prepares and or reviews the schedules required to support the submission of Medicare, Medicaid and Client cost report, complying with regulations.