Finance analyst jobs in Florida

Why USAA? For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on. At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking an IT/Info Security Risk Management & Governance for Executive team. This Executive should have expertise in SSDLC Risk - 2LOD (Cyber, Tech & Risk). We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Charlotte, NC, San Antonio, TX, Tampa, FL with a preference for Charlotte. *** Relocation assistance is available for this position *** The successful candidate will serve as a key advisor responsible for recognizing and reporting IT and IS strategic and aggregate risks across the business while advancing the Enterprise Risk Management function for aggregation, quantification, and qualification of risks. Sets direction for risk management programs within IT and IS and leads all aspects of the delivery of those programs across the line of business. Provide risk management and governance leadership, operational direction and operational oversight of Information Security, Business Continuity, Data Center Security, AI and Corporate Investigations domains and establish a best-in-class Risk Management framework for the Enterprise Security Group (ESG) to ensure comprehensive oversight and management of risks across the full risk taxonomy. Ensures risks align within appetite tolerances and strategic goals, product plans, forecasts, and adjusts to variances. Responsible for the aggregation and reporting of risks to senior leadership and effectively assessing and influencing business decisions and direction. Contributes to the long-term strategy of how risk systems should be adapted and integrated to improve the ability to handle risk in an environment built by regulatory change and pioneering, new technologies. Ensures effective and appropriate policies, procedures, and controls are in place supporting all risk processes, systems, strategies, and implementations. Additional responsibilities include but are not limited to: Establishes trust and rapport with senior business leaders across the enterprise to sustain oversight of the second line risk role. Actively engages line of business leaders to ensure all risks are appropriately addressed consistent with policy and the Risk Appetite. Partners with senior risk executives in leading overall risk appetite to include the identification and definition of key methods, metrics, and limits. Influences and sets strategy for advancement of the risk management framework. Partners across Risk Management, Finance, and the business while effectively challenging variances to plan and strategies to mitigate. Provides advice to other key business partners and drive key decisions assessing risk and reward through effective challenge. Liaises with Compliance and CLO on legal & regulatory considerations that impact business operations and product offerings in accordance with federal and state regulations. Influences sound governance structure for oversight of risks and business operations and interacts & engages with all product & channel leaders on complex, multi-product processes and procedures while factoring in all legal & regulatory requirements. Assists in interactions and briefs on domain of responsibility with regulators from the OCC, FED, FDIC, and CFPB as well as prepare Board and Senior Management level reports related to IT/IS risk. Builds and leads all aspects of a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, mentor and support, performance management, and managerial activities. Minimum Education: Bachelors degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of risk management, regulatory or operations experience in a functional area such as insurance, banking, or financial services with 5+ years of this experience focused on Information Security, Business Continuity, Physical Security or Corporate Investigations. 4+ years of people leadership experience in building, leading and/or developing high-performing teams. Industry certification(s) in Information Security (e.g., CISSP, CISM) or Business Continuity (e.g., ABCP, CBCP) or Risk Management (e.g., CRISC) or Physical Security (e.g., CPP). Proven experience working with and applying Risk, Security or Audit frameworks (FFIEC, COBIT, COSO, ISO 27001/2, NIST 800-53, SSAE16). Knowledge of applicable laws, rules, and regulations applicable to financial institutions. Experience making data-driven decisions. Experience working with external agencies and regulators. Broad knowledge of information technology systems and general system development principles. What sets you apart: 7+ years of risk management, regulatory or operations experience in a functional area such as insurance, banking, or financial services. 10+ years experience focused on Information Security, Data, Risk Management, evaluating the design and development of software. 3+ years experience with artificial intelligence (AI) and machine learning principles, including responsible AI use case evaluations and deployment. 10+ years hands-on experience integrating security throughout the Software Development Lifecycle (SDLC), including component analysis, static and dynamic scanning (SAST/DAST), penetration testing, and comprehensive application security testing across build, deploy, and maintenance phases. Proven ability to develop high-impact materials and deliver concise, insight-driven presentations to executive leadership, translating complex concepts into actionable recommendations that influence strategic decision-making. Compensation range: The salary range for this position is: $169,880.00 - $305,780.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

MaxHealth is seeking a highly motivated Senior Clinical Data Analyst with 3-4 years of experience in data analytics within the healthcare industry. The ideal candidate will have strong technical skills, experience working with healthcare data, and the ability to manage multiple projects simultaneously. This role requires excellent communication skills and a strong desire to contribute to data-driven decision-making within our organization. All applicants must reside within a commutable distance of either Sarasota or Tampa-area. The ideal candidate will have a strong blend of customer service, technology support, SQL proficiency, data visualization experience (Tableau or DOMO), and experience with managed savings organizations This healthcare position earns a competitive wage, depending on experience. We provide fantastic benefits, including health benefits, a 401k plan, life insurance, long-term disability, paid holidays, and PTO (paid time off)! Key Responsibilities: Creates data infrastructure to support departmental processes, including provider contract review and participation table maintenance. Serves as the primary technical subject matter expert for department processes and program reporting. Develops process documentation for new and existing reports using PowerBI, SQL, Salesforce, and DOMO. Builds financial models to project costs and estimate savings for business decisions. Develops exception reporting and conducts analysis to identify opportunities and risks for the Strategy Development Committee. Monitors projection targets, analyzing results, variances, and trends. Communicates trend analysis and recommendations to committees, clinical staff, management, and clients. Designs and manages reporting templates for data analysis. Creates complex ad hoc reports for various functional areas. Advises healthcare analysts on reporting and data interpretation. Required Qualifications: Bachelor's degree in Health Management, Finance, MIS, or a related field. 3-4 years of experience in data analytics and reporting tools such as SQL and SSRS. Proficiency in SQL Server Management Studio, MS Excel (pivot tables, vlookups), MS PowerPoint, Alteryx, Python, GitHub, and Azure AI/ML Studio. Experience with PowerBI, DOMO, Tableau, or other BI platforms. Strong understanding of healthcare data, including EMR systems, quality assurance, and patient medical history. Excellent written and verbal communication skills with the ability to convey complex information clearly. Strong problem-solving abilities and initiative with a desire to grow within the organization. Project management experience with the ability to handle multiple projects simultaneously. Must be able to work in a hybrid environment (in office / from home) as needed or as approved by the supervisor. Preferred Qualifications: Working knowledge of health plan provider service fund data for health plans such as Humana, Freedom, Optimum, Aetna, Centene, Devoted, United healthcare. Experience with Medicare DCE, ACO Reach, 4i, DPC, Blue Button, and CCLF data. Prior experience with EClinicalWorks or other relevant EMR systems. ABOUT MAXHEALTH MaxHealth is dedicated to simplifying healthcare and ensuring healthier futures. Founded in 2015, MaxHealth is a leading primary care platform focused on providing high-quality, integrated care to adults and senior patients throughout Florida. We provide care for more than 120,000 patients, most of which are beneficiaries of government-sponsored healthcare programs like Medicare, or of health plans purchased on the Affordable Care Act exchange marketplace. MaxHealth is a rapidly growing medical practice with more than 50 clinics spread across central and southern Florida. MaxHealth also partners with independent providers who are like-minded and utilizes its platform to help them provide high-quality care. We are customer-centered; compassionate; results-driven; proactive; collaborative; and adaptable in executing our vision to help patients live their best lives. Our mission is to deliver quality care, a simplified experience, and happiness. One patient at a time. #IND123

The ideal candidate will be responsible for managing multiple financial analysis projects at the same time. At month end, you will be responsible for budget, projection, and actual variance commentary. Responsibilities Prepare the company's expense plans and monthly forecasts Accurately update systems to actual results, forecasts, and budgets Analyze and provide commentary on variances Communicate with vendors and ensure on-time processing of vendor allowances Ensure compliance with internal and external accounting standards and financial policies Qualifications Bachelor's degree or equivalent in Finance or Accounting 2-5+ years' of relevant experience Proficient in Microsoft Excel Strong quantitative financial skills

About the job Kavaliro is seeking an Assistant Controller to support a client in Orlando, FL. The Assistant Controller supports the financial operations of the organization by overseeing accounting functions, ensuring compliance with regulatory requirements, and assisting in the preparation of financial reports. This role plays a key part in maintaining the integrity of financial data and supporting strategic decision-making in a dynamic healthcare environment. Key Responsibilities Assist in the preparation of monthly, quarterly, and annual financial statements. Oversee general ledger accounting, accounts payable, and payroll functions. Ensure compliance with GAAP, internal policies, and healthcare-specific financial regulations. Support audits, including preparation of schedules and coordination with external auditors. Monitor internal controls and recommend improvements to enhance accuracy and efficiency. Assist in budgeting, forecasting, and variance analysis. Supervise and mentor accounting staff, providing training and performance feedback. Collaborate with operational leaders to ensure accurate financial reporting and cost control. Maintain fixed asset records and depreciation schedules. Participate in system upgrades, process improvements, and financial projects. Qualifications Employment is contingent on: Background investigation (organization-wide) Drug screen (when applicable for the position) Valid driver's license in state of residence with a clean driving record (when applicable for the position) Required Education and/or Experience Bachelor's degree in Accounting, Finance, or related field (CPA or MBA preferred). 5+ years of progressive accounting experience, preferably in healthcare or a regulated industry. Strong knowledge of GAAP and financial reporting. Experience with accounting software (Oracle, Lawson, SAP, etc.). Proficiency in Microsoft Excel and financial modeling. Excellent analytical, organizational, and communication skills. Ability to manage multiple priorities and meet deadlines. SEC reporting experience is required. Technical accounting experience. Familiarity with Medicare/Medicaid billing and reimbursement preferred. Experience in healthcare or long-term care financial operations preferred. Knowledge of HIPAA and healthcare compliance standards preferred. Skills and Competencies Ability to manage multiple projects in a fast-paced, collaborative environment Ability to translate complex BI infrastructure requirements into actionable project plans Deep technical knowledge of IBM Cognos system administration, performance tuning, and troubleshooting Excellent verbal and written communication skills; ability to convey technical concepts to non-technical audiences Experience developing standard operating procedures and documentation Experience working within ITIL or similar support frameworks High attention to detail and a commitment to platform reliability and user experience Strong leadership, planning, and delegation skills Proactive and service-oriented mindset with a desire to enable analytics at scale Strong organizational and problem-solving skills Ability to maintain confidentiality and discretion with sensitive information Work independently and as part of a team Machines, Equipment, and Technical Abilities Internet navigation and research Microsoft applications: Outlook, Word, Excel Office equipment: fax machine, copier, printer, phone, computer and/or tablet Physical Demands Ability to lift and carry office equipment at times Requires sitting, walking, standing, talking, and listening Requires close vision to small print on computer screens and paperwork Benefits Generous paid time off and paid holidays Overtime pay for non-exempt hourly positions based on business needs Commission for certain sales/account roles Fixed and variable rate car reimbursement (role-dependent) Employee discount and recognition programs Bonus and incentive opportunities Mileage and telephone reimbursement (role-dependent) Employee Assistance Program (EAP) 401(k) retirement plan Medical, prescription, dental, and vision insurance HSA and FSA/Dependent Care FSA Life insurance, disability, accidental death coverage, identity protection, and legal services Access to wellness and disease management programs (mental health, diabetes, high blood pressure, and more) Vaccination programs (e.g., HepB, TB) Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.

Client is looking for a Senior Accountant. 5 days a week on-site in Delray Beach Perm - Pay $90,000 - $100,000 dependent on experience. MUST HAVE: - CPA - Experience in Real Estate JOB DESCRIPTION: The Senior Accountant will be responsible for daily general accounting responsibilities including, but not limited to journal entries, financial reporting, account reconciliations and audit support. This position will require an individual who is well organized and analytical. Job Functions Plan and execute to meet monthly deadlines for month-end closing of financial statements. Prepare and record journal entries and account reconciliations for multiple accounts and multiple entities by compiling and analyzing account information. Prepare and provide analysis to ensure accuracy and completeness of financial statements. Identify and review variances in account reconciliations. Work with peers and other departments to resolve and escalate to Accounting Manager as necessary; offer ideas for resolution to correct exceptions and prevent recurrence of issues going forward. Assist in the preparation of annual audited financial statements. Work closely with the accounting team and other departments throughout the organization. Document policies, procedures, and workflow for assigned area of responsibility. Collaborate on ad-hoc or recurring project teams to prepare various analysis for enhancement of the business. Prepare and provide analysis for leases and owner payments. Identify and propose solutions to increase effectiveness of processes and procedures. Supervisory Requirements None Working Conditions And Physical Demands Position will work directly from the corporate office with minimum travel. Education And Experience Bachelor's degree in accounting required - CPA candidate preferred. Minimum of 4 years of accounting experience required, preferably in a related industry such as real estate, leasing, or telecommunications. Position requires the ability to successfully manage multiple priorities. Working knowledge of accounting practices, procedures and regulations governing accounting practices Experience working with NetSuite or similar accounting system preferred. Highly competent user of Excel and proficient with other MS Office suite products Experience with lease accounting is a plus. Effective in an entrepreneurial culture, working independently and as part of a team. Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. The Financial Planning Group is part of the broader Wealth and Advised Solutions organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Planning can help. The Financial Planning Group works with partners to provide comprehensive financial planning services for clients and prospects seeking advice on how to reach multiple goals. The plan includes a customized analysis to address financial goals, such as: retirement, college, risk management, asset allocation, and estate planning needs. After setting realistic expectations with the client or prospect, the Schwab Financial Planner prepares and presents a financial plan which identify a client's current situation, opportunities and gaps, and advise on specific steps to meet financial goals. The Financial Planner is responsible for strengthening the relationship between Schwab and clients who have the need for advice on complex financial situations. The financial planning process includes cultivating referral relationships with internal partners, supporting client relationships based on the needs of clients and partners, and working directly with clients to assess and advise on complex financial planning topics. Candidates should have a strong background in client and practice management, presentation and communication skills, and expertise in the area of Financial Planning. Responsibilities include; working with assigned internal Schwab departments to cultivate a referral relationship. Interact directly with clients in delivering detailed and customized financial plans. Participate in ongoing personal development and training to continually grow as a professional and advisor. What you have CFP designation required Active and valid FINRA Series 7 license required (may be obtained within the first 120 days condition of employment) Active and valid FINRA Series 63/65 or 66 license required (may be obtained with 120 days condition of employment) Minimum 3+ years' experience with creating and presenting complex/comprehensive financial plans In-depth knowledge and demonstrated sales skills to position financial planning services Proven ability to manage multiple tasks and financial plans to ensure that an accurate final plan is delivered to each client/prospect in a timely manner. Extensive knowledge and mastery of moving clients through complete and complex financial planning cycle Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals. Excellent communication skills and ability to effectively communicate complex topics to clients. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

NationsBenefits is recognized as one of the fastest growing companies in America and a Healthcare Fintech provider of supplemental benefits, flex cards, and member engagement solutions. We partner with managed care organizations to provide innovative healthcare solutions that drive growth, improve outcomes, reduce costs, and bring value to their members. Through our comprehensive suite of innovative supplemental benefits, fintech payment platforms, and member engagement solutions, we help health plans deliver high-quality benefits to their members that address the social determinants of health and improve member health outcomes and satisfaction. Our compliance-focused infrastructure, proprietary technology systems, and premier service delivery model allow our health plan partners to deliver high-quality, value-based care to millions of members. We offer a fulfilling work environment that attracts top talent and encourages all associates to contribute to delivering premier service to internal and external customers alike. Our goal is to transform the healthcare industry for the better! We provide career advancement opportunities from within the organization across multiple locations in the US, South America, and India. Position Summary: We are seeking a detail-oriented and analytical Fraud Analyst to join our fraud management team. This role is responsible for detecting, investigating, and preventing fraudulent activity across customer accounts, transactions, and access points. The ideal candidate will have a strong understanding of fraud patterns, data analysis, and risk mitigation strategies. ________________________________________ Key Responsibilities: • Monitor real-time transactions and account activity for suspicious behavior. • Analyze fraud alerts and escalate cases based on severity and risk. • Investigate potential fraud cases including account takeover, synthetic identities, and transaction anomalies. • Collaborate with customer service, compliance, and technology teams to resolve fraud incidents. • Maintain and enhance fraud detection rules, scoring models, and dashboards. • Document findings and contribute to fraud reporting and trend analysis. • Support onboarding of new clients by assessing fraud risk and recommending controls. • Participate in the development of fraud playbooks and escalation protocols. ________________________________________ Qualifications: • Bachelor's degree in Criminal Justice, Finance, Data Analytics, or related field. • 2+ years of experience in fraud detection, investigation, or risk analysis. • Familiarity with fraud detection tools, machine learning models, and case management systems. • Strong analytical and problem-solving skills. • Excellent communication and documentation abilities. • Experience with SQL, Excel, or data visualization tools is a plus. ________________________________________ Preferred Skills: • Knowledge of e-commerce, financial services, or digital identity verification. • Experience with synthetic identity detection and account takeover prevention. • Understanding of velocity limits, IP monitoring, and behavioral analytics.

Senior Treasury Analyst You could be just the right applicant for this job Read all associated information and make sure to apply. Senior Treasury Analyst Join the leader in collectibles! At Certified Collectibles Group (CCG), we're passionate about preserving history and creating trust in the collectibles market. As the world's leading provider of expert, impartial, and tech-enabled services, our iconic brands-NGC, PMG, CGC, and ASG-have certified over 100 million collectibles since 1987. From coins and banknotes to comic books and trading cards, we help collectors and dealers worldwide add value and liquidity to their treasures. With offices in the United States, United Kingdom, Germany, China, and the United Arab Emirates, we're shaping the future of collectibles-and we want you to be part of it. We're looking for a Senior Treasury Analyst to join our dynamic finance team. This role is perfect for someone with strong Excel skills who thrives in a fast-paced environment and is eager to contribute to a global operation. If you have strong analytical skills, a keen eye for detail, and experience in treasury or international banking, this is your opportunity to make an impact. What You'll Do * Perform daily cash reconciliations across multiple international bank accounts. * Utilize CashPro or similar treasury management tools to manage banking activities. * Prepare and deliver daily banking reports (ACH, wires, checks, deposits, transfers). * Verify and release weekly disbursements and initiate bank account transfers. * Manage and reconcile employee credit cards and expense reports (Concur/Ramp). * Support treasury-related projects and process improvements as needed. What Will Help You Succeed * 5+ years of experience in treasury, banking, or finance. * Advanced Excel skills and strong financial reporting capabilities. * Familiarity with international banking and treasury operations. * Experience with merchant ID setup and payment processing (preferred). * Knowledge of CashPro or similar tools; experience with Concur/Ramp a plus. * Familiarity with international tax concepts is a plus. * Exceptional attention to detail, organizational skills, and clear communication. Why Join Us? This role offers the chance to contribute to a growing global organization while deepening your expertise in cash management and financial operations. If you're detail-oriented, proactive, and ready to take ownership of critical treasury functions, we'd love to hear from you! PI736b6e7ad5- by Jobble

📍 Clearwater, FL | 🕒 Full Time | Hybrid BayCare Health System is seeking an experienced Systems Analyst to support our Pharmacy IS team. In this role, you'll lead projects, design and implement system solutions, and serve as a mentor to junior team members while ensuring compliance with change management practices. What You'll Do: Analyze, design, test, and support pharmacy information systems Solve complex problems and recommend technical solutions Lead projects and provide mentorship to the team Ensure system upgrades, modifications, and integrations run smoothly Partner with end users to deliver excellent customer support What We're Looking For: 8+ years systems analysis OR 4+ years with a related degree Strong knowledge of systems development lifecycle Experience with Cerner PharmNet / Cerner Millennium Pharmacy background (Pharmacy Tech or Pharmacist) preferred Hybrid role, Florida residency required Join BayCare where innovation, compassion, and excellence meet. Apply today!

Hirewell has been exclusively retained to lead the search for a Real Estate Investment Analyst with a national real estate investment management firm in Orlando, FL. This individual will lead financial and investment analysis for their mixed commercial portfolio of office, industrial, retail, and residential assets. The ideal candidate will have 2 years of related experience and proficiency in Argus. Responsibilities include: Support the VP of Asset Management with investment analysis and financial modeling. Analyze operating and financial reports. Prepare monthly and quarterly portfolio reports. Coordinate preparation of property business plans and annual operating budgets with property managers. Prepare cash flow models to analyze portfolio performance, property valuation, and lease economics. Coordinate capital improvement projects, tenant improvement projects, major repairs, and maintenance projects. Coordinate activities of outside consultants and analyze reports including appraisals, environmental, and insurance. Provide due diligence support for acquisitions and dispositions. Qualifications include: Bachelors degree in business, finance, economics, real estate, or related field. Minimum 2-4 years of experience analyzing real estate financial reports. Experience supporting the underwriting and acquisition process. Proficiency with Argus and MS Excel.

Primary Responsibilities: Perform cash management and forecasting to include; preparation of the 13-week cash flow package, reviewing, analyzing, and comparing financial results against budget, forecast and other internal benchmarks, including working capital and cash flow analysis. Perform daily treasury activities including cash positioning and funding requirements, to ensure efficient utilization of cash and financial resources. Prepare wires with proper support for approval and payment release. Monitor and evaluate monthly bank fees, provide trend analysis, and find cost reduction opportunities. Manage the opening, closing, and maintenance of banks accounts as well as the maintenance and update of bank account signatories. Maintain records and schedules related to debt and hedge agreements. Assist with weekly, monthly, and quarterly debt covenant and compliance reporting. Maintain and develop Treasury reporting package including Key Performance Indicators (KPI's), liquidity positions, and balance sheet and cash forecasts. Participate in the development/establishment of treasury policies, procedures, and operational strategies including the review and implementation of process changes. Assist Finance, and Accounting teams in other areas as needed to support strategic financial projects and ensure compliance with internal policies and regulatory requirements. Education, Experience & Skills: Bachelor's degree in Business Administration, Accounting or Finance preferred. Minimum three years of relevant experience. Advanced Excel and financial modelling skills. Highly detail-oriented and organized. Superior analytical, quantitative, and problem-solving skills. Ability to multi-task and meet a constant stream of deadlines. Proven ability to work independently and collaboratively with different levels of team members. Ability to document process flows and drive process improvements Sound interpersonal skills - comfort building relationships between department.

Our fast-growing, forward-thinking company is built on a foundation of innovation, collaboration, and excellence. We are looking for a Senior Treasury Analyst to play a key role in managing liquidity, optimizing financial performance, and supporting strategic financial initiatives. This position offers the opportunity to make a measurable impact on the company's financial strength and operational success. About the Role The Senior Treasury Analyst will oversee daily treasury operations and play a strategic role in forecasting, cash management, and financial analysis. You will be responsible for maintaining strong banking relationships, managing debt and investment activities, and ensuring the company's liquidity position supports ongoing growth. Working closely with teams across Finance, Accounting, Legal, and Operations, this role requires a balance of analytical skill, business acumen, and proactive problem-solving. Key Responsibilities Lead the preparation and review of weekly and quarterly cash flow forecasts, ensuring accuracy and actionable insights. Manage daily liquidity and cash positioning, including funding transfers, wire preparation, and banking activity oversight. Analyze and maintain schedules for debt, investments, and hedging; assist in covenant compliance and reporting requirements. Develop and enhance treasury reporting, dashboards, and KPIs to monitor liquidity, leverage, and bank relationships. Track and evaluate bank service fees, identifying efficiency opportunities and cost optimization strategies. Support policy development, process improvements, and treasury technology or automation initiatives. Prepare financial analyses and presentations for internal leadership, lenders, and external stakeholders. Partner with Accounting and Finance to support audits, compliance reviews, and strategic capital planning. Qualifications Bachelor's degree in Finance, Accounting, or Business Administration required. Minimum 3+ years of treasury, finance, or corporate cash management experience. Advanced proficiency in Excel (macros, VBA, and financial modeling) required. Strong cash flow forecasting and analytical skills (approximately 30-40% of responsibilities). Excellent organizational and communication skills, with the ability to manage multiple projects in a deadline-driven environment. Proven ability to work independently while collaborating effectively with cross-functional partners.

The Budget Analyst will analyze financial data, prepare budgets and forecasts, and provide reporting and recommendations to help guide business decisions. This role supports multiple departments and plays a key part in maintaining financial accuracy and accountability across the organization. Key Responsibilities: Develop, monitor, and manage budgets for multiple departments. Track and report on department expenses and revenues; alert management to variances. Assist departments in preparing annual budgets and multi-year forecasts. Review and make recommendations on budget proposals and spending plans. Create and maintain budget models and financial dashboards. Prepare regular and ad hoc financial reports and presentations. Conduct data analysis to identify trends, risks, and opportunities. Support special projects and financial studies as needed. Stay informed on industry trends and relevant legislation. Qualifications: Bachelor's degree in Finance, Accounting, or related field. 3+ years of experience in budgeting, accounting, or financial analysis. Strong skills in Excel, databases, and financial systems. Solid understanding of budgeting, forecasting, and accounting principles. Strong analytical, problem-solving, and communication skills. Ability to manage multiple projects and work effectively across departments.

Investments Associate Our Firm is a privately held real estate private equity firm focused on the acquisition, development, ownership, and management of best-in-class real estate properties across the East Coast and Sun Belt regions. Our team combines deep institutional investment expertise with extensive development and construction know-how. With a track record of more than $10 billion in real estate assets, our founders bring unmatched experience in investment, development, and deal execution. Position Overview We are seeking a highly motivated Investments Associate (2-10 years of relevant experience) to join our growing team. This role offers significant exposure to the full investment lifecycle - from sourcing and underwriting through execution and portfolio management. The Associate will work directly with senior team members on acquisitions and development opportunities, gaining hands-on experience and contributing meaningfully to Shoreham's growth. Key Responsibilities • Build detailed financial models, valuations, and sensitivity analyses for acquisitions and development projects • Support the due diligence processes, including comparable properties analysis, market research, legal documentation and all aspects of deal execution • Draft and deliver investment memoranda and presentations to investment committee, capital partners, and lenders • Monitor asset and portfolio performance, including budgets, construction progress, and operational performance indicators • Cultivate and maintain relationships with brokers, lenders, and operating partners • Conduct macro and micro market research, analyzing trends that impact real estate investment decisions Qualifications • 2-5 years of experience in investment banking, private equity, real estate investment, or a related field • Advanced proficiency in Excel with strong financial modeling and analytical skills. Knowledge of and experience with Argus, Costar and other relevant real estate platforms a plus. • Solid understanding of real estate valuation, capital markets, and investment principles • Excellent written and verbal communication abilities • Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment and demonstrated • Outstanding work ethic and attitude a must • Bachelor's degree required (advanced degree or professional designation a plus)

A well-established real estate development organization is seeking a hands-on Controller to oversee all facets of accounting, financial management, and cash flow operations. This role partners directly with executive leadership and manages a small, collaborative accounting team. Key Responsibilities: • Cash management for multiple entities and ad hoc cash flow projections • Sage Intacct software administration • Financial statement review, commentary, and correction • Investor communication related to financials, capital calls, and distributions • Review of leases, contracts, partnership and operating agreements, and sales documents to determine appropriate accounting treatment • Structuring and implementation of new entities • Oversight of insurance coverage and coordination with tax accountants • Review of tax returns prior to filing • Administration of lease documents • Coordination and preparation of retail budgets • Participation as a board member on HOA boards, including review of financials and budgets • Review of Stewardship District and Development budgets and financials • Job cost review and approval • Oversight of payroll billing, allocation, and payment • Supervision and direction of the Accounting Manager Ideal Candidate: • Minimum of 5 years of construction accounting experience, including 3-4 years in a Controller role - 100% in office position • Bachelor's degree in Accounting required • Strong job costing knowledge is a must • Sage Intacct experience preferred • Tax preparation or review experience preferred • Proven ability to combine technical accounting expertise with leadership skills and a proactive mindset • Comfortable balancing strategic oversight with hands-on involvement • Thrives in a smaller, team-oriented environment • Driven by accuracy, accountability, and process improvement

ABOUT SAVILLS Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise. Find your place to thrive. No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple: Be extraordinary, together. ABOUT THE ROLE The Junior Tableau Analyst will serve as a core function of the deployment team delivering Savills' client-facing technology product, Knowledge Cubed. This role supports and enhances a selection of Tableau dashboards uniquely configured for each client. This role will work directly with our Senior Data Visualization Specialist, with the main function of assisting the team in creating and maintaining accurate, reliable dashboards for our internal and external clients. KEY RESPONSIBILITIES Support and enhance an assigned portfolio of client dashboards. Publish and maintain dashboards in Tableau, including managing extracts, scheduling, user permissions, and performance checks. Connect Tableau dashboards to SQL data sources; assist in troubleshooting and validating data pipelines with data integration teams. Collaborate with database and visualization team to monitor recurring data refreshes, perform validation checks, and troubleshoot issues for assigned dashboards. Perform updates, refinements, and QA checks to ensure dashboards and data connections remain accurate and consistent. Help manage demo dashboards, presentation materials, and internal archiving for reuse across accounts. Support documentation and workflow consistency for deployment processes. Contribute ideas and enhancements to the Knowledge Cubed product roadmap. Remain adaptable and effective in a fast-paced environment where client priorities and platform needs evolve. REQUIREMENTS Strong proficiency with Tableau Desktop, including publishing, scheduling, extracts, and permissions. Familiarity with advanced elements such as complex calculations, layered filters, drill-downs, LOD expressions, parameter actions, blended data sources, and performance tuning. Experience working with SQL data sources and related tools to connect, validate, and troubleshoot data pipelines. Strong collaboration skills, especially with senior specialists and data integration teams. Detail-oriented with ability to perform QA and troubleshoot issues. Innovative mindset with interest in contributing to product improvements. Bachelor's degree required. Tableau certifications are strongly preferred. Savills values a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status, or any other protected characteristic. Savills participates in the E-Verify program

About Us We are a vertically integrated real estate investment and development firm with offices in Bay Harbor (Miami). Our portfolio is focused on industrial and logistics assets across multiple U.S. markets. With a growing pipeline of acquisitions and development projects, we are seeking an Acquisitions Analyst to join our Miami office. The Acquisitions Analyst will be directly responsible for financial modeling, market research, due diligence, and business development. The position is best suited for someone who is a quick learner, motivated, detail oriented, and has a background in sales. Key Responsibilities Build and maintain financial models to evaluate prospective acquisitions Speak with brokers to identify new opportunities Conduct underwriting and scenario analyses to assess risk and return metrics Research market fundamentals, comparable sales and leases, and tenant exposure to support investment decisions Coordinate due diligence deliverables and closing documentation Maintain acquisition pipeline reports, databases, and transaction tracking tools Support asset management and finance teams with valuation updates, refinancing analyses, and disposition preparation Qualifications Background in a real estate sales position 1-3 years of experience in real estate investment sales Ability to manage multiple active projects and deadlines in a fast-paced environment Self-starter with strong attention to detail and the ability to thrive in a fast-paced environment. What We Offer Competitive base salary + performance-based bonus. Health, dental, and vision benefits. PTO and paid holidays. A growth-oriented environment where you can make an immediate impact.

About The Company: GAIA Real Estate is a vertically integrated investment firm with offices in New York City and Miami. Since its founding in 2009, GAIA has owned and operated approximately 20,000 residential units across 87 properties, totaling around $4 billion in transactions. The firm invests significant partnership capital alongside its investors and operates across major U.S. markets. GAIA co-founded MILAS, a South Florida development and investment platform dedicated to revitalizing and elevating emerging urban neighborhoods through high-quality residential projects. Position Summary GAIA Real Estate is seeking a highly motivated Asset Management Analyst to join its Miami office. This role offers a unique opportunity to gain hands-on experience within a vertically integrated real estate investment platform. The Analyst will be an integral part of the Asset Management team, responsible for maximizing the performance of the firm's national multifamily investment portfolio-including garden-style, mid-rise, and high-rise properties. The position requires close collaboration with GAIA's acquisitions, accounting, investor relations, construction management, and property management teams. Training will take place in New York City, and occasional travel to properties and other GAIA offices is expected. Key Responsibilities Assist with multifamily asset management duties including financial modeling (primarily Excel-based analyses), project management, cash management, and property valuation analysis. Provide operational guidance and financial oversight to third-party property management, marketing, and leasing teams based on each property's strategic plan. Ensure assets are operated in line with business plans, operating agreements, and loan documents. Monitor and assist with managing property-level capital projects and value-add initiatives. Prepare investor, lender, and internal reports on an ad-hoc, monthly, quarterly, and annual basis. Conduct ad-hoc analyses in Excel to evaluate trends, property metrics, and performance indicators. Collaborate with the construction and property management teams to establish annual capital and operating budgets and assist with reforecasts. Support asset management in communications with lenders, institutional investors, vendors, and contractors. Update sell/refinancing/hold analyses on portfolio assets. Assist with underwriting, due diligence, and closing processes for acquisitions and dispositions. Organize and maintain asset management files and documentation. Qualifications Bachelor's degree required, preferably in Finance, Accounting, Real Estate, or related field. 1-2 years of relevant real estate finance, investment banking, or private equity experience (multifamily experience preferred). Advanced Excel proficiency and strong quantitative/financial modeling skills; Argus experience a plus. Strong analytical, problem-solving, and communication skills. Excellent time management, writing, and presentation skills. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Strong interpersonal skills and ability to work collaboratively with cross-functional teams. High integrity, strong work ethic, and attention to detail. Familiarity with Yardi or other revenue management systems is a plus. Additional Information Location: Miami, FL Training: Conducted in New York City Travel: Occasional travel required

Large Real Estate company is looking for an Analyst. The Financial Analyst is responsible for creating and maintaining complex financial models, proformas, budgets and forecasts, as well as preparing actual-to-budget analyses, and other ad hoc reports as requested by Senior Management. The Financial Analyst will have a thorough knowledge of generally accepted accounting practices (GAAP) and experience assisting in due diligence. ESSENTIAL DUTIES AND RESPONSIBILITIES: Asset Management o Create and maintain complex financial models for asset management o Create and review performance reports, budgets, and forecasts, as well as prepare actual-to-budget analyses o Create other ad hoc reports as requested Acquisitions o Analyze investment opportunities and markets as well as formulate strategy options o Review of due diligence reports and other transaction documents to ensure consistency with underwriting o Preparation of internal investment committee memoranda, including various supporting schedules, and other presentations materials **MUST BE LOCAL** Interested in hearing more?