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Synergize Financial Jobs (NOW HIRING)

Charities Housing

Staff Accountant

San Jose, CA · On-site

$77K - $88K/yr

This keeps us all feeling connected and allows us to synergize and learn from others. This position ... Prepares, reviews, and analyzes income, expenses and financial statements. * Assists with ...

Charities Housing

Staff Accountant

San Jose, CA · On-site

$77K - $88K/yr

This keeps us all feeling connected and allows us to synergize and learn from others. This position ... Prepares, reviews, and analyzes income, expenses and financial statements. * Assists with ...

West Pharmaceutical Services

Sr. Account Manager

PA · On-site +1

Supported by benefit programs, we empower the physical, mental, emotional and financial health of ... Ability to synergize and drive collaboration between cross functional team members and execute ...

West Pharmaceutical Services

Sr. Account Manager

PA

Supported by benefit programs, we empower the physical, mental, emotional and financial health of ... Ability to synergize and drive collaboration between cross functional team members and execute ...

Inovalon

Business Development Manager

... to synergize sales efforts, follow up activities and support each other with identified new ... Inovalon invests in associates to help them stay healthy, save for long-term financial goals, and ...

Everpure

Director, Cisco Global Alliance

Santa Clara, CA · On-site

$305K - $488K/yr

... on achieving the financial goals of the alliance * Develop and foster alliance executive ... Understand, interlock and maximize GTM motions that synergize with the business plan * We are ...

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How much do synergize financial jobs pay per hour?

As of Jun 7, 2026, the average hourly pay for synergize financial in the United States is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 per hour, depending on experience, location, and employer.

What kinds of teamwork and collaboration are typical for a financial advisor at Synergize Financial?

Financial advisors at Synergize Financial frequently collaborate with internal teams such as client service, compliance, and investment research to deliver holistic solutions for clients. Regular interactions with colleagues ensure that advisors stay informed about new financial products, regulatory updates, and best practices. This team-oriented environment supports both professional growth and high-quality client service, making communication and cooperation essential skills for success in the role.

What is the difference between Synergize Financial vs Financial Analyst?

AspectSynergize FinancialFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, accounting, economics, or related field; CFA certification often preferred
Work EnvironmentCorporate finance departments, consulting firms, or financial services companiesCorporations, investment banks, or financial consulting firms
Employer & Industry UsageUsed by companies seeking financial planning, analysis, and strategy supportCommonly employed for financial modeling, reporting, and investment analysis

While both roles require a finance background and similar certifications, Synergize Financial often refers to a company or platform providing financial services or solutions, whereas a Financial Analyst is a specific role focused on analyzing financial data to support decision-making. The main difference lies in Synergize Financial being a business entity or service provider, and Financial Analyst being a job title within various organizations.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Synergize Financial, and why are they important?

To thrive as a Financial Advisor, you need a strong understanding of financial planning, investment strategies, and client relationship management, typically supported by a relevant degree and certifications like CFP or Series 7/66. Familiarity with financial planning software, CRM systems, and portfolio analysis tools is commonly required. Excellent communication, active listening, and problem-solving skills help build trust and deliver customized solutions for clients. These competencies are essential for guiding clients toward their financial goals and maintaining long-term professional relationships.

What is Synergize Financial and what do they do?

Synergize Financial is a financial services company that specializes in helping individuals and families with insurance, retirement planning, and wealth management solutions. They typically work as independent brokers, offering a variety of financial products like life insurance, annuities, and investment options from multiple providers. The goal of Synergize Financial is to provide tailored financial strategies to help clients achieve their long-term financial goals and protect their assets. Their team of licensed agents works closely with clients to assess needs and recommend suitable products. They may also offer training and business opportunities for those interested in a financial services career.
More about Synergize Financial jobs
What cities are hiring for Synergize Financial jobs? Cities with the most Synergize Financial job openings:
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Synergize Financial jobs near you
Infographic showing various Synergize Financial job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $48,576 per year, or $23.4 per hour.
Staff Accountant

Staff Accountant

Charities Housing

San Jose, CA • On-site

$77K - $88K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

POSITION: Staff Accountant
COMPENSATION: $77,000 - $88,000/Year DOE
BENEFITS: Health, dental, vision, FSA, EAP, life insurance (LTD), 401(k), paid sick, vacation and Holidays.
Charities Housing's mission is to develop, own and manage the highest quality affordable housing for extremely low and very low-income individuals, families, and those in our community with special needs. For nearly 30 years, through service enhanced property management and structured resident involvement, Charities Housing has fostered and supported the highest standards of human dignity in our communities. The culture at Charities embraces a respectful, diverse and empowered environment. We value a healthy work-life balance and encourage everyone to speak up and step up. Growth, mentorship, and training are a priority for our teammates. We like to think outside the box and keep our entrepreneurial spirit alive and strong as the company continues to grow. We believe in working hard but also having fun along the way and celebrating our accomplishments. We are very collaborative and currently have team meetings every 2 weeks to hear what others are working on. This keeps us all feeling connected and allows us to synergize and learn from others.
This position offers a 4% annual salary sign-on bonus for new hires!
DESCRIPTION OF POSITION: The primary purpose of this position is to perform technical and professional accounting work, including auditing, analyzing, and verifying fiscal records and reports, preparing financial and statistical reports, auditing and reconciling general ledger accounts; assists in preparing year end audit reports and schedules.
PREREQUISITES:
  • Accounting degree or coursework or equivalent desired.
  • Yardi experience is highly desired.
  • Accounting experience.
  • Excel proficiency essential.
  • Good communication skills and written/oral presentation capability.
  • Strong organizational and time management skills to prioritize tasks effectively, work independently, and consistently produce detail-oriented results.
  • Ability to handle confidential information with descretion.

QUALIFICATIONS:
  • Proficient knowledge of MS office, emphasis in excel.
  • Good oral and written communication skills.
  • Proficient level of professional skill and or knowledge in accounting and keep current with developments and trends.

RESPONSIBILITIES:
The following duties are normal for this position, but this list is not to be deemed all-encompassing. Other duties may be required and assigned.
  • Assists in the preparation of month end closing and general ledger entries.
  • Prepares, reviews, and analyzes income, expenses and financial statements.
  • Assists with evaluation, recommendation, and development of process improvements.
  • Prepares journal entries and reconciles general ledger and accounts payable, cash receipts, and accounts receivable; creates incoming check deposit slips and accounts receivable badges; submits bank transfer requests to settle receivables and payables between programs.
  • Performs general accounts analysis and reconciliations, including bank statements, accruals, amortizations, debt reconciliations and interest accruals and prepaid expenses.
  • Assists in preparing data and schedules for year-end audits and responds to audit requests.
  • Provides back up documentation for reserve withdrawals as needed.
  • Provides support for accounts payable operations, including reviewing invoices for accuracy, assigning appropriate GL codes, routing invoices through correct approval workflows, coordinating with cross-functional teams to ensure timely approvals, and processing vendor payments.
  • Establishes and maintains a variety of filing, record-keeping, and tracking systems.
  • Performs other responsibilities as assigned to support specific department business needs.

The above intends to describe the general nature and level of work being performed by people assigned to this job. It is not intended to include all duties and responsibilities. The order in which duties and responsibilities are listed is not significant.
Charities Housing is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, or veteran status, or any other classification protected by state or federal law. If you need assistance or reasonable accommodation during the application process because of a disability, it is available upon request. Charities Housing is pleased to provide such assistance, and no applicant will be penalized as a result of such a request.
We are looking to make an immediate hire. This position will remain open until it has been filled. If we receive resumes from qualified candidates, we reserve the right to start the hiring process at any time.
Principals only. No calls please. We will only respond to those persons who are deemed qualified at the sole discretion of Charities Housing. For more information about Charities Housing, please visit our website .
No relocation will be provided.

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