The Lead Enterprise Risk Analyst plays a critical role in identifying, evaluating and mitigating risks that could impact the organization's operations, financial stability or compliance composure. This position uses quantitative and qualitative methods to assess risk exposure, develop mitigation strategies and ensure adherence to regulatory and internal risk management frameworks. The Enterprise Risk Analyst will build and maintain collaborative relationships internally and externally and support the finance team in meeting all departmental and company goals.
Are you a fit?
Every Gas South Analyst is a problem-solver who drives the growth of our business and provides not only invaluable technical support within their departments but also serve as internal consultants who work cross-functionally to tackle a wide array of challenging business problems.
Additional Responsibilities
Risk Modeling & Analysis: Develop and maintain sophisticated risk models using tools such as Value at Risk (VaR), Monte Carlo simulations, and stress testing to quantify exposure across trading, origination, and sales portfolios.
Risk Modeling & Analysis: Perform scenario analysis and sensitivity testing to evaluate potential impacts of market volatility, credit risk, and operational disruptions profitability.
Strategic Risk Management: Design and implement enterprise-wide risk management frameworks aligned with regulatory requirements and industry best practices.
Strategic Risk Management: Monitor emerging risks (market, credit, operational, regulatory) and recommend proactive mitigation strategies.
Cross-Functional Collaboration: Partner with Traders, Origination, Finance, Legal, Regulatory, and Credit teams to integrate risk considerations into business decisions.
Cross-Functional Collaboration: Serve as a subject matter expert on risk for cross-functional projects, providing guidance on risk evaluation and control measures.
Reporting & Communication: Prepare and present comprehensive risk reports, dashboards, and executive summaries for senior leadership and Gas South's Management Committee.
Reporting & Communication: Communicate complex risk concepts in clear, actionable terms to stakeholders at all levels.
Governance & Compliance: Ensure adherence to internal risk policies and external regulatory requirements.
Governance & Compliance: Support audits and regulatory examinations by providing accurate and timely risk documentation.
Continuous Improvement: Identify opportunities to enhance risk analytics capabilities through automation, data visualization, and advanced statistical techniques.
Continuous Improvement: Stay current on industry trends, regulatory changes, and emerging technologies impacting risk management.
Leadership & Mentorship: Mentor junior analysts, fostering professional development and knowledge sharing within the team.
Leadership & Mentorship: Contribute to building a culture of risk awareness and accountability across the organization.
Ad Hoc Projects: Lead special initiatives related to risk assessment, process improvement, and strategic planning as assigned.
Experience
Bachelor's Degree - Finance, Economics, Risk Management, Mathematics, Engineering or related field (Master's preferred)
8+ years of experience in analytics, supporting data‑driven decision‑making and strategic insights.
5+ years of experience in enterprise risk management, preferably in energy, commodities, or financial services.
Strong proficiency in risk modeling tools, statistical software, and data visualization platforms.
Excellent analytical, problem-solving, and communication skills.
Ability to manage multiple priorities in a fast-paced environment and influence decision-making at senior levels.
Proficient in Microsoft Excel, PowerPoint, Power BI, and SQL
Familiarity with natural gas regulatory frameworks and industry standards
Strong communication and presentation abilities to senior management.
Preferred Experience
Solid understanding of data analysis, model building, model valuation
Exceptional attention to detail
Excellent academic record with a quantitative based degree
Certifications such as Certified Risk Analyst are a plus
Location Requirements
Atlanta, GA or Gainesville, FL
Physical Requirements
Sitting: Ability to sit for extended periods at a desk or workstation while performing computer-based tasks, conducting meetings, and collaborating with colleagues.
Standing and Walking: Ability to stand and walk within the office environment, such as when attending meetings, interacting with colleagues or external stakeholders, or visiting different departments.
Lifting and Carrying: Ability to lift and carry material, files, or equipment weighing up to 20 pounds, such as when organizing documents or setting up for meetings .
Pay range is commensurate with education, experience, specialized skills or certifications, etc.
Gas South Pay Range $111,794-$124,946 USD
Our Purpose and Culture
At Gas South, we approach each day knowing we have an opportunity to make a difference in people's lives. That means helping our customers save money with everyday low rates and treating them with dignity, honesty and respect. It means supporting our employees in their personal and professional lives, and it means we want to make sure our success directly benefits the communities we serve by giving back 5% of profits to support children in need. Through partnerships with non-profits like United Way, Salvation Army, Junior Achievement, Bert's Big Adventure and many others, we're proud to help make a difference. At Gas South our employees bring their boldest ideas and most authentic selves to work, no matter their title, position or background. We understand that our people are our most valuable assets. So, we treat them that way, with competitive benefits, flexible schedule options, and a fun, casual atmosphere.
Gas South affirms that it is an Equal Opportunity Employer whose actions and practices are consistent with fair employment. In this regard, Gas South will not discriminate against any employee or applicant with regard to race, color, religion, sex, age, national origin, disability, pregnancy, childbirth or related medical conditions, genetic information, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment including recruiting, hiring, placement, training, promotion, lay-offs, transfers, leave of absence, compensation and termination.
Benefits for full-time employees include:
Full medical, dental, and vision coverage
Employer-paid life and disability coverage
Annual employer contributions of up to 12.5% to your 401k
Remote work options available based on business needs
Annual performance incentive is a % of annual benchmark based on position level
Paid four-week sabbatical every five years
Opportunities to volunteer in the community
Education assistance up to $5250 per year
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$50k-106k yearly est. Auto-Apply 60d+ ago
Experienced Automotive Finance Manager
Parks of Gainesville
Finance analyst job in Gainesville, FL
Department: Finance (F&I) Position Type: Full-Time
About Us
Parks Motor Group of Gainesville is a growing, family-owned automotive group with a strong reputation for integrity, customer satisfaction, and high performance. Representing leading brands Ford and Hyundai, we pride ourselves on delivering a best-in-class buying experience while supporting our team with the tools, training, and leadership they need to thrive.
The Opportunity
We are seeking a high-performing Finance Producer with a proven track record in F&I at volume dealerships. The ideal candidate knows how to maximize profit per deal while maintaining compliance, protecting the dealership, and providing customers with a transparent, professional experience.
Responsibilities
Structure and finalize finance deals in compliance with state, federal, and lender guidelines.
Present and sell finance and insurance products (warranties, service contracts, GAP, maintenance, etc.) effectively and ethically.
Secure financing through strong relationships with multiple lenders and banks.
Ensure all contracts, CITs, and funding packages are complete and processed quickly.
Maintain high CSI scores through clear communication and a customer-first approach.
Partner with the Sales and Management team to ensure every deal is maximized.
Track performance metrics, chargebacks, and penetration rates to consistently exceed dealership goals.
Qualifications
Minimum 2+ years of proven success as an Automotive Finance Manager/Producer (Ford, Hyundai, or import brand experience preferred).
Strong knowledge of lender programs, dealership F&I software, and compliance regulations.
Exceptional product presentation and closing skills.
Strong references for integrity and performance.
Ability to thrive in a fast-paced, high-volume dealership environment.
Must run $2,500+ PVR
What We Offer
Competitive commission pay plan designed for top performers.
Great schedule.
Full benefits package (medical, dental, vision, 401(k)).
Paid time off & professional development opportunities.
Strong dealer group with growth potential and stability.
An energetic, success-driven culture with support from ownership and leadership.
$63k-92k yearly est. Auto-Apply 60d+ ago
Finance Manager
Klassic Recruitng
Finance analyst job in Gainesville, FL
Klassic Recruiting & Applied Genetics Technology has partnered together in a search for a Finance Manager in Gainesville, Florida
Job Description
****** This position is located in Gainesville, Florida *********
Applied Genetic Technologies Corporation (AGTC) is a clinical stage biotechnology company dedicated to developing novel gene therapies with an initial focus on ophthalmology. AGTC is seeking a highly motivated individual to managing the preparation of our SEC filings and coordination of such filings with our legal team. The SEC Reporting Manager is also responsible for development and reporting of the annual operating budget.
Qualifications
Reporting Relationship
The Financial Reporting Manager will report directly to the Controller
The FinancialAnalyst will report directly to the Financial Reporting Manager.
Essential Duties and Responsibilities
Prepare and manage review of Forms 10‐Q and 10‐K.
Assist in the preparation of quarterly earnings press releases and scripts.
Create and maintain the quarterly reporting calendar.
Monitor compliance with new and evolving accounting guidance.
Assist in preparation of technical memorandums that document the company's interpretation of relevant accounting pronouncements.
Manage the relationship with external auditors.
Assist in implementation and maintenance of reporting procedures to comply with internal control requirements
Review the quarterly tax provision process with external consultants
Develop and regularly report on annual operating budget.
Support preparation of and regular updates to the Strategic PlanQualifications
Bachelor's degree in Accounting with at least 4 years SEC reporting experience
Extensive knowledge of US GAAP and SEC rules and regulations.
Effective communication skills both verbally and written
AGTC offers a competitive compensation commensurate with education and experience,including salary, benefits, and company equity. AGTC is an EOE and maintains a drug free workplace
Job Type: Full-time
Required education:
Bachelor's
Required experience:
SEC Reporting: 3 years
Additional Information
All your information will be kept confidential according to EEO guidelines.
$63k-92k yearly est. 60d+ ago
Assistant Comptroller, Accounts Payable and Financial Reporting
Sfcollege
Finance analyst job in Gainesville, FL
Compensation
$65,529.00 Annual is 11:59pm EST on February 13, 2026. The Office for Finance is committed to fulfilling Santa Fe College's (SF) mission by providing the highest quality fiscal services through excellence in customer service, integrity, accountability, and stewardship, working together to implement creative solutions and best practices in sustainability.
The Assistant Comptroller, Accounts Payable and Financial Reporting, supports the Comptroller and Chief Financial Officer (CFO) in managing financial planning, reporting, compliance, and internal controls. This position oversees complex accounting functions across multiple funds, including accounts payable (AP), expense reporting, and audit activities, ensuring accuracy and adherence to regulations. The Assistant Comptroller also provides financial analysis, strengthens internal controls, and recommends process improvements based on data-driven insights to enhance the efficiency and integrity of the office.
Job Description
Responsibilities and Duties Include:
Supports the Comptroller and CFO in financial planning, reporting, compliance and internal control management by providing expert analysis, recommendations, and technical guidance.
Oversees and performs complex accounting and financial transactions across multiple funds which requires processing and analyzing transactions and resolving accounting discrepancies and irregularities to ensure the accuracy, timeliness, and integrity of accounting records.
Prepares, reviews, and analyzes a variety of financial reports and statements, including fiscal analyses, compliance reports, and ad hoc reports, and collects financial information to develop recommendations that ensure efficient resource utilization and data-driven decision-making.
Compiles and analyzes financial data for ad hoc reporting and special projects, delivering insights and recommendations that support leadership decisions.
Analyzes, reviews, and reconciles general ledger accounts and financial programs on a monthly, quarterly, and annual basis; investigates and resolves any variances and/or discrepancies.
Performs internal audits across multiple functions to ensure compliance with applicable laws, regulations, and college policies, and provides documentation and accounting support for external audits.
Evaluates and recommends improvements to accounting practices, internal controls, and procedures and assists with their implementation, supporting process improvements and efficiencies in Workday.
Manages and supervises the AP and expense reporting functions, including oversight of invoice processing, payment approvals, account reconciliations, and team performance, while reviewing transactions for accuracy, proper accounting coding, and compliance.
Provides training and ongoing support for AP, travel, and expense reporting functions, and identifies common errors or process efficiencies to implement preventative measures and support staff.
Leads the P-Card and Travel Reimbursement programs, ensuring accurate and timely processing while collaborating with other departments to resolve discrepancies and maintain compliance with college policies.
Interprets and communicates accounting policies, financial procedures, and regulatory requirements to internal and external stakeholders, exercising professional judgment and maintaining the integrity of financial data.
Provides service to the college through participation in events, committees, and other college activities.
Complies with all published College Rules, procedures, guidelines, and laws/regulations governing public employees, including but not limited to those related to document retention and destruction, FERPA, and confidentiality.
Strictly honors the privacy, security, and confidentiality of records and other sensitive information according to appropriate state, federal, and college regulations, policies, and procedures.
Provides service excellence through courteous, informed, accessible, and professional engagement.
Performs other duties as assigned.
QUALIFICATIONS
Required: A bachelor's degree in business, accounting, finance, or a related field with four (4) years of professional experience in accounting, finance, or related areas. A combination of related education and experience equal to eight (8) years may be considered.
Additional Requirements: A criminal background check will be conducted.
Preferred: CPA licensure. Prior experience in a higher education setting, as well as with Workday.
General Knowledge, Skills, and Abilities
Ability to work successfully in a multi-cultural environment.
Adaptability to Change - able to be flexible and supportive, able to positively and proactively assimilate change in rapid growth environment.
Analytical Aptitude & Problem Solving - able to analyze information, problems, situations, practices and/or procedures, collect and interpret data, reason logically, establish facts, identify and define existing and potential issues, recognize the interrelationships among elements, draw valid conclusions, develop recommendations, as well as alternative courses of action, select appropriate course, follow up, and evaluate.
Communication - able to effectively communicate in a professional, diplomatic, empathetic, and tactful manner using preferred method and level as applicable to the job.
Critical Thinking & Judgement - able to make well-reasoned, sensible, and timely decisions based on careful, objective review and informed analysis of available information, considerations, and other factors.
Customer Service - ability to respond promptly and courteously to all questions from students and faculty, demonstrating patience and persistence when helping students with little or no computer skills.
Ethics - able to demonstrate integrity, professionalism, civility, and a high degree of ethics in all job-related actions.
Leadership - has demonstrated success as an entrepreneurial, high energy, driven, hands-on leader. Possess expertise in selecting, training, developing, coaching, mentoring, and retaining a highly motivated workforce.
Organization & Time Management - able to plan, schedule, and organize tasks related to the job to achieve goals within or ahead of established time frames.
Problem Solving - proven skills in identifying issues, determining their cause, developing creative solutions, and following through with implementing resolutions.
Team Orientation & Interpersonal - highly motivated team-player with ability to develop and maintain collaborative relationships with all levels within and external to the organization.
Relationship Management - able to personally provide high level of interactive service to others, building relationships and addressing identified needs.
Results Orientation - proven ability to set and exceed established targets.
Systems & Software - proficient level of knowledge of Microsoft Office and/or relevant position software programs.
Detail Oriented - Proven accuracy and attention to detail.
Multi-task - Ability to expeditiously organize, coordinate, manage, prioritize, and perform multiple tasks simultaneously to swiftly assess a situation, determine a logical course of action, and apply the appropriate response.
If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended or deemed ineligible depending upon the date of your retirement.
Santa Fe College (SF) is committed to maintaining a work and educational environment that embraces diversity and where no member of the college community is excluded from participation in, denied the benefits of, or subject to discrimination in any college program or activity based on: their race, ethnicity, national origin, color, religion, age, disability, sex, pregnancy status, gender identity, sexual orientation, marital status, genetic information, political opinions or affiliations, or veteran status. This commitment applies to employees, volunteers, students, and, to the extent possible, to third parties, applicants for admission, applicants for employment, and the general public. sfcollege.edu/eaeo
Inquiries regarding non-discrimination policies or concerns about discrimination or harassment, including concerns about sexual harassment or sexual violence under Title IX, should be directed to: ****************************
Santa Fe College reserves the right to extend deadlines and/or not to offer advertised positions. Preference will be given to eligible veterans and spouses of veterans.
$65.5k yearly Auto-Apply 4d ago
Financial Advisor - Gainesville/Lake City
Corebridge Financial Inc.
Finance analyst job in Gainesville, FL
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
* We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
* We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
* We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
* We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
* You will meet with existing and prospective clients to plan their financial future.
* Utilize our company-provided technology and tools to improve your operation.
* You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
* Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
* Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
* Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
* Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
* High school diploma or GED
* Ideally, you have 2+ years of experience working as a Financial Advisor.
* A proven and successful sales track record.
* You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
* You also have an active state variable life and health license.
Work Location
* This position is currently designated as remote.
Estimated Travel
* May include up to 25% travel.
#LI-KE1
#LI-CBF
This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
* Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
* Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
* Employee Assistance Program: Confidential counseling services and resources are available to all employees.
* Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
* Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
* Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales Commission
Estimated Travel Percentage (%): Up to 50%
Relocation Provided: No
The Variable Annuity Life Insurance Company
$45k-89k yearly est. Auto-Apply 60d+ ago
Financial Advisor - Gainesville/Lake City
Corebridgefinancial
Finance analyst job in Gainesville, FL
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a Financial Advisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
#LI-KE1
#LI-CBF
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$45k-89k yearly est. Auto-Apply 60d+ ago
Finance Manager
Gettel Automotive Group 4.2
Finance analyst job in Ocala, FL
At Gettel, our associates are our most valuable resource and growth is encouraged through diligence, teamwork & creativity. We offer a variety of training for everyone from Managers to Technicians; Gettel U and the Gettel Edge Program can provide you with the tools needed to take that next step. Above all, we have highest standard of honesty and integrity when conducting business. We are committed to an environment where the customer is always treated with respect and dignity... If you have an interest in automotive and a desire to develop a career in the industry, apply today!
What We Offer
Medical, Dental & Vision Insurance
Life Insurance
Health Savings & Flex Spending Accounts
Short & Long Term Disability
401K Plan
Holiday Pay
Personal & Sick Days
Paid Vacation
Paid Training
Growth Opportunities
Flexible Work Schedules
Discounts on products & services
Employee vehicle purchase plans
Saturday Lunches
Accident & Critical Care Plans
Qualifications
GENERAL RESPONSIBILITIES- FINANCE MANAGER
The Finance Manager reports directly to the General Manager and/or the General Sales Manager of the dealership as well as the GAMG Director of Finance.
FINANCE, INSURANCE AND PROTECTION PLAN SALES
The Finance Manager is responsible for presenting customers with available finance, insurance and protection options related to the purchase of their vehicle, and giving excellent customer service to ensure a positive buying experience. Our policy is to treat our associates and customers in the utmost professional, ethical, legal, and courteous manner.
All deals will be delivered using an interview menu selling system. The menu option chosen must be circled and signed by the customer.
Perform a meaningful disclosure of all documents including the term, rate, payment, price and all products sold.
Ensure that all documentation, recording and reporting is done so with 100% accuracy.
Maintain high Customer Satisfaction Index.
Maintain performance results consistent with monthly forecasts.
It is required to have 100% customer interviews at the salesperson's desk.
To protect the dealership and its assets by complying with all state and federal laws and guidelines.
Follow all Federal and Florida Statutes, including but not limited to:
Regulation B (Equal Credit Opportunity Act),
Fair Credit Reporting Act,
Fair and Accurate Credit Transactions Act of 2003 (Red Flags Rules),
Regulation M (Consumer Leasing),
Magnuson-Moss Warranty Act,
Fair Debt Collections Practices Act, Tax Reform Act of 1984 (Form 8300),
Regulation Z (Truth in Lending Act),
Gramm-Leach-Bliley Act ( see Gettel Information Security Policy Manual)
USA Patriot Act (OFAC), and
Adverse Action Notification.
Falsification of any documentation or failure to follow disclosure requirements will result in immediate termination.
Report any company policy and procedure violations to your General Manager.
If you feel your GM does not respond to your concerns, contact your controller. The dealer has an open door policy that applies to all associates.
All deals delivered outside the dealership to include mail-outs, must have signatures notarized to be valid. These deals will be subject to the Florida cooling-off rule and have 3 days to cancel the transaction.
All State approved, regulated or controlled insurance, aftermarket or other services products (VCS, credit life, disability) MUST be sold for the state-filed retail rate that has been supplied to you.
$75k-114k yearly est. 16d ago
Senior Financial Analyst
Incpg
Finance analyst job in High Springs, FL
Located in High Spring, FL
Onsite
FinancialAnalyst experience (at least two years)
Factory/Plant experience (or something similar like utilities)
CPG and Food and Beverage is always a plus
• Providing a professional financial perspective to the factory operations, ensuring that adequate control procedures and policies are in place as well as providing factory management with information and guidance, with a view to optimize the use of resources and achieve budget plans.
• Working as an integral member of the leadership team at the factory to achieve factory operational goals.
• Coordinating the preparation of financial plans, including budgets, forecasts and headcount.
• Ensuring compliance with accounting policies, procedures, and technical standards.
• Leadership, excellent communication skills and ability to influence with integrity are a must. Be a confident, value-added Co-Pilot of the operational business with very strong interpersonal skills. Own education and training for operations regarding the cost structure and the key drivers guiding proper, data-driven business decisions.
$63k-85k yearly est. 60d+ ago
Accountant Senior
City of Gainesville 4.1
Finance analyst job in Gainesville, FL
If you are an Internal City Employee, Retiree or Dependent/Survivor of a City Employee please apply internally via Career Icon in your Workday account.
Make a difference in the community you live in! As a Community Builder-an employee with the City of Gainesville- you will have a direct hand in building and improving your community and making a visible impact on the lives of your neighbors. Working for local government is more than a job, it's a chance to contribute to community success and to help enhance the Gainesville way of life.
Department:
GG_Financial Services: Accounting
Salary Range Minimum:
$60,408.16
Salary Range Maximum:
$94,779.78
Closing Date:
Until Filled
Job Details:
This is highly responsible professional accounting work in the preparation of financial reports, reviewing and maintaining systems and procedures and in recommending modifications and improvements to the City accounting system.
Positions allocated to this classification report to a designated supervisor and work under limited supervision. Work in this class is distinguished from other classes by its lack of direct and routine supervisory duties and overall accounting division responsibility and by its advanced professional accounting nature involving, but not limited to, general ledger, plant assets and other related areas.
:
SUMMARY
This is highly responsible professional accounting work in the preparation of financial reports, reviewing and maintaining systems and procedures and in recommending modifications and improvements to the City accounting system.
Positions allocated to this classification report to a designated supervisor and work under limited supervision. Work in this class is distinguished from other classes by its lack of direct and routine supervisory duties and overall accounting division responsibility and by its advanced professional accounting nature involving, but not limited to, general ledger, plant assets and other related areas.
EXAMPLES OF WORK**
** This section of the job description is not intended to be a comprehensive list of duties and responsibilities of the position. The omission of a specific job function does not absolve an employee from being required to perform additional tasks incidental to or inherent in the job. Performance of lower level duties may be required.
ESSENTIAL JOB FUNCTIONS
Reviews present accounting procedures and policies and recommends changes or modifications designed to increase efficiency and effectiveness of the accounting operations; studies present accounting methods and practices to assure conformance with policies and procedures established as standard operating policy; develops and modifies detailed accounting procedures, policies and systems in order to meet the changing requirements of the City.
Advises department heads and other officers on accounting policies and interprets and applies them to the various City functions.
Manage the production of the City's Schedule of Expenditures for Federal Awards (SEFA) and support the Single audit.
Provide oversight and guidance for the citywide Federal and State grant programs
Makes special accounting studies and analysis of varied activities of the City government; prepares special financial statements and reports for the information and guidance of City officials; maintains various ledgers.
Prepares monthly budgetary and other status reports.
May supervise all phases of the accounting division during the absence of higher level supervisory staff in the department.
Maintains accounts for special funds, such as utility funds, revenue sharing trust funds, airport capital projects funds and special grants.
Audits reports from pension fund agent and prepares statements; prepares special studies of the pension plan.
Attends work on a continuous and regular basis.
Depending on area of assignment:
Monitor and ensure grant compliance, including preparation of citywide reporting of Federal and State grants, monitoring and closeout of the grant programs
Provide training and support to all departments regarding grant programs, availability, and compliance requirements.
NON-ESSENTIAL JOB FUNCTIONS
Performs other related duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. Below are the required education, experience, knowledge, skills and abilities to perform the essential functions.
EDUCATION AND EXPERIENCE
Bachelor's degree in accounting, business, economics or other related discipline; and four (4) years of experience in accounting, or an equivalent combination of education, training and experience which provide the required knowledge, skills and abilities.
CERTIFICATIONS OR LICENSES
Licenses
None.
Certifications
Certified Public Accountant desirable.
KNOWLEDGE, SKILLS AND ABILITIES
Thorough knowledge of modern accounting principles, practices and procedures and ability to apply such knowledge to general and plant asset accounting transactions, to include Florida Public Service Commission requirements and Federal Energy Regulatory Commission guidelines.
Thorough knowledge of the principles, laws, and regulations governing the financial operations of a Municipal Government.
Considerable knowledge of modern business management practices.
Considerable knowledge of EDP methods and procedures.
Ability to devise and apply modern accounting procedures.
Ability to plan, organize and direct the installation of accounting systems and procedures.
Ability to analyze and interpret fiscal and accounting data and to prepare appropriate statements and reports.
Ability to plan, train and supervise the work of professional and sub-professional assistants.
PHYSICAL AND ENVIRONMENTAL REQUIREMENTS
To perform this job successfully, an individual must possess certain physical abilities and be able to withstand work related environmental conditions.
PHYSICAL REQUIREMENTS
While performing the duties of this job, the employee is often required to sit for prolonged periods of time.
WORK ENVIRONMENT
May be required to work and attend meetings outside regular business hours
Note:
May Require Assessment(s).
May fill multiple positions.
May establish an eligibility list.
Come join our team! The City of Gainesville offers a competitive benefits package and opportunities to grow both professionally and personally.
All ‘regular' employees are eligible for traditional benefits such as health insurance, life insurance, paid leave, 11 paid a holidays a year, a pension plan and a deferred compensation plan, but we also offer great things like on-site fitness centers, tuition reimbursement, on-site medical staff and a wellness program to keep you healthy and happy.
Please note; benefits are not available for temporary employees.
Equal Opportunity
The City of Gainesville is an equal opportunity/affirmative action employer and does not discriminate in hiring. Minorities, women and individuals with disabilities are encouraged to apply. Individuals with a disability, who require special accommodations during the selection process, should notify the Human Resources Department at ************ or TDD/TTY at ************.
Veterans' Preference
Veterans are encouraged to apply. Veterans' Preference ensures that veterans and eligible persons are given consideration at each step of the selection process. However, preference does not guarantee that a veteran or other eligible person will be the candidate selected to fill the position. Section 295.07, Florida Statutes (F.S.) specifies who is eligible for Veterans' Preference. State of Florida residency is not required for Veterans' Preference.
If you are unable to apply online due to a disability, contact recruiting at ************************ or by calling ************.
$60.4k-94.8k yearly Auto-Apply 60d+ ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Gainesville, GA Merrill Office
Bank of America 4.7
Finance analyst job in Gainesville, FL
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
Unlimited potential for financial growth.
A strong referral base from across the business through our relationship with one in every two households.
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
Robust marketing support to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
Believes in responsible growth and has a proven dedication to supporting the communities we serve.
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required Qualifications:
Displays confidence working in a sales role
Builds strong client relationships through effective communication and collaboration
Displays a proactive mindset and effective time management
Demonstrates a results-driven mindset and prioritizes client interests
Identifies appropriate client solutions through application of learnings and new information
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$46k-75k yearly est. Auto-Apply 37d ago
Associate Financial Consultant
Southstate Bank
Finance analyst job in Ocala, FL
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
ESSENTIAL FUNCTIONS
It is the responsibility of the Associate Financial Consultant to take ownership and be proactive in servicing of existing relationships and prospective client relationships. Must be well versed in all aspects of broker/dealer systems and technology, products, and services. Additional responsibilities include taking ownership of all tasks and challenges that they encounter in the operation of their assigned position.
Provides assistance to the financial consultant maximizing sales results while minimizing their time spent on administrative and operational tasks.
Is well versed in all broker/dealer technology, compliance, advisory alerts, investment products, services and solutions and be able to assist customers in all aspects of the conduct and servicing of their relationship.
Assists the financial consultant with increasing sales and overall productivity.
Ensures the efficient ongoing operations of the financial consultant by:
Managing, coordinating, and maintaining appointment and referral opportunities, providing assistance in the scheduling of appointments and follow up tickler system for the financial consultant.
Assisting in the development of additional referrals through their assigned banking partners.
Providing the necessary administrative and operational support to the financial consultant, including processing of all necessary documentation, checks and other relevant documentation.
Working directly with clients and assisting clients in the servicing of their relationship.
Taking direction, within regulatory limitations, based on FINRA licensure, from the financial consultant in receiving and processing orders with the broker/dealer on behalf of the client.
Developmental:
Take an existing book of investment business and grow assets under management.
Develop and work leads received from branch personnel.
Look for opportunities to increase knowledge; work to increase responsibility; and strive to achieve goals.
Complete assigned training and within designated time frame.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications, Education, and Certification Requirements
Education: High School Diploma Required, College Degree preferred.
Experience: Three to five years previous investment services experience preferred. FINRA licenses 6, 63, 65, 7 required.
Certifications/Specific Knowledge: Must be highly organized and a self-starter, excellent PC skills, including Word and Excel. Is expected to possess the ability to identify, research and solve problems quickly and accurately, ability to interact with co-workers, broker/dealer, referral sources and customers in a highly professional manner. Ability to listen effectively, learn quickly and prioritize work, ability to work with minimal supervision, ability to shift quickly to new tasks when priorities change
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training, New Employee Orientation, continuing education classes on investments, insurance, and other financial services
PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
WORK ENVIRONMENT
This position is in a private office.
Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.
TRAVEL
Travel may be required to come to meetings as needed.
Work Location: 1632 E Silver Springs Blvd Ocala, Florida 34470
Equal Opportunity Employer, including disabled/veterans.
$46k-74k yearly est. Auto-Apply 60d+ ago
STATE ATTORNEY'S OFFICE, 5TH CIRCUIT- OPS BODY CAMERA REVIEW ANALYST - 21505006
State of Florida 4.3
Finance analyst job in Ocala, FL
Working Title: STATE ATTORNEY'S OFFICE, 5TH CIRCUIT- OPS BODY CAMERA REVIEW ANALYST - 21505006 Pay Plan: Seasonal 21505006 Salary: $16.55 PER HOUR
Total Compensation Estimator Tool
Body Camera Review Analyst
Job Type: Part-time
Pay: $16.55 per hour
Expected hours: 25 per week
Work Location: Citrus, Hernando, Lake, Marion or Sumter County
Job description: The Body Camera Review Analyst will respond to requests from prosecutors to review specific pieces of media evidence. The State Attorney's Office receives large quantities of digital evidence as a result of the body-worn cameras adopted for use by law enforcement agencies, in addition to other digital media. The Body Camera Review Analyst will review the evidence, then provide a report to the prosecutor about anything of value, including statements made by the victim, defendant, or witnesses.
Anyone with any prior law enforcement experience would be a good fit for this job.
People in this position will work part-time; a maximum of 25 hours per week. Body Camera Review Analysts must work in person in any one of the Fifth Circuit State Attorney's Offices which include Citrus, Hernando, Lake, Marion or Sumter County.
To apply: Please visit ************ to submit a resume and complete the employment application found under the "Careers" tab. If you have any questions, please contact Executive Director Cindy Harper at ****************.
If you are a retiree of the Florida Retirement System (FRS), please check with the FRS at ************** on how your current benefits may be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended, or deemed ineligible depending upon the date of your retirement.
The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.
Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.
The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.
Location:
$16.6 hourly Easy Apply 19d ago
Virtual Financial Manager
First Federal Bank 3.3
Finance analyst job in Lake City, FL
Job Description
Core values speak to the heart of an organization and are the essence of a company's identity. Everything we do is centered around our community, customer service, our stability, and being trustworthy. These values support our mission and vision, shape our culture, and provide a foundation for the future.
Offering a dynamic benefit package that includes but is not limited to:
Four Medical Plan Offerings to choose from
Employer HSA Contributions (Coverage/Plan exclusions)
Employer Provided Life Insurance Policy
Annual Health Incentive
Annual Wellness Reimbursement
Tuition Reimbursement program
Generous Match 401k Retirement Plan
Paid Sick Leave
Paid Vacation Leave
11 Paid Holidays Based on the Federal Reserve Calendar
If you are ready to take on a challenging and rewarding role; we invite you to apply for this exciting opportunity.
JOB PURPOSE:
The Virtual Financial Manager is responsible for leading, developing, and managing the operations and team of the bank's virtual branch - a fully integrated virtual extension of our branch network. This position ensures that customers receive the same high level of personalized service and relationship support online that they experience in our physical locations.
The Virtual Financial Manager oversees day-to-day virtual operations, including account opening, customer service, sales, and virtual engagement. This role plays a key part in growing relationships, deepening customer loyalty, and supporting the bank's overall strategy of providing convenient, community-focused banking through both virtual and in-person channels.
ESSENTIAL FUNCTIONS:
• Lead and manage the daily operations of the virtual branch to ensure efficient, compliant, and customer-centered service delivery.
• Coach, motivate, and develop virtual branch staff to achieve sales and service goals.
• Foster a culture of relationship banking in a virtual environment - ensuring each customer interaction is personal, professional, and solutions-focused.
• Oversee virtual account openings, lending referrals, service requests, and virtual customer onboarding.
• Monitor performance metrics including response times, service quality, deposit growth, and customer satisfaction.
• Partner with other financial managers and departments to ensure consistent service standards, efficient referrals, and coordinated customer support.
• Collaborate with Marketing and Retail leadership to promote the virtual branch and virtual banking capabilities.
• Maintain compliance with all regulatory requirements, internal policies, and security standards.
• Ensure effective KYC/AML procedures, virtual signature verification, and record retention processes are followed.
• Identify opportunities for process improvements and work closely with operations and IT to enhance efficiency and user experience.
• Participate in community outreach through virtual seminars, online financial education sessions, and other virtual engagement opportunities.
LEADERSHIP AND TEAM MANAGEMENT:
• Supervise and support virtual branch team members including virtual bankers and service representatives.
• Provide ongoing training, guidance, and performance feedback.
• Maintain a positive and collaborative team environment focused on accountability, communication, and customer care.
• Ensure proper staffing coverage and scheduling to meet customer demand.
• Serve as a role model for the bank's mission, values, and service standards.
Provides the best service to our customers with innovative and creative solutions.
JOB REQUIREMENTS:
• Minimum of 5 years' banking experience with 2 or more years in a branch management or supervisory role.
• Strong knowledge of retail banking products, services, and regulatory requirements.
• Experience managing or supporting online service channels strongly preferred.
• Proven leadership, coaching, and communication skills.
• Technologically proficient; comfortable using CRM systems, virtual banking tools, and video platforms.
• Strong analytical and problem-solving skills with the ability to make sound decisions in a fast-paced environment.
• Commitment to delivering exceptional customer experience and building long-term relationships.
• Participate in community outreach through virtual seminars, online financial education sessions, and other virtual engagement opportunities.
Extended hours sitting and performing computer tasks may be required.
Employees confirm they are able to perform the essential functions of this position to continue employment with First Federal Bank.
Bilingual candidates encouraged to apply
Equal Opportunity Employer / Vet / Disability
E - Verify Employer
Powered by ExactHire:188885
$71k-97k yearly est. 6d ago
Financial Advisor - Ocala/The Villages
Thrivent Financial 4.4
Finance analyst job in Ocala, FL
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$43k-80k yearly est. Auto-Apply 60d+ ago
Cost Accountant
Idex Corporation 4.7
Finance analyst job in Ocala, FL
If you're looking for a special place to build or grow your career, you've found it. Whether you're an experienced professional, a recent college graduate or somewhere in between, IDEX is a place where you can apply your existing skills and learn new ones in an environment where you can make an impact.
With interesting opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across more than 40 diverse businesses (*********************************************************** around the globe, chances are, we have something special for you.
This position maintains and monitors cost and manufacturing accounting processes and operations analysis for the Hale Products Business Unit. This is a developmental role for a proactive and creative problem solver who will be responsible for the timely and accurate collection and reporting of cost and inventory-related financial information and cost variance analysis. The role participates in the monthly accounting close process, as well as inter-departmental projects as required to support business decisions and profitability. Position requires knowledge of U.S. GAAP and manufacturing/financial reporting, Sarbanes-Oxley, and business operations in a growth-oriented environment.
DUTIES AND RESPONSIBILITIES
+ Monitor, review and analyze daily system manufacturing transactions. Provide variance and root cause analysis for relevant, accurate and timely input and performance reporting.
+ Review standards against current cost roll-ups on a regular basis to ensure accurate cost data and provide feedback on product margin analysis. Provide input into BOM costing accuracy.
+ Identify and report performance comparatives versus forecast, budget and managed initiatives. Standard report outs include specific daily, weekly and monthly performance updates and key performance indicator reporting, including performance against productivity objectives.
+ Assist manufacturing team with development and implementation of efficiency metrics.
+ Identify process inefficiencies and errors, and lead or participate in structured improvement events.
+ Perform make-buy analyses for parts / assemblies.
+ Support inventory reduction objectives through the identification and communication of slow-moving and obsolete stocks and front-end process drivers. Facilitate appropriate disposition policies and procedures.
+ Assist in annual material, labor and burden standards review and update.
+ Lead the semi-annual physical count exercises.
+ Assist in strategic product margin analysis and annual price book review.
+ Monitor Hale operations to assure compliance with Hale and IDEX financial policies.
+ Ability to work well in fast paced environment
+ Ability to work well with ambiguity
+ All other duties as assigned.
KNOWLEDGE, SKILLS AND REQUIRED ABILITIES
+ A strong communicator, able to clearly and confidently interact with all levels of the organization.
+ Good presentation skills. Must be able to lay out clear, well-organized analyses and concisely and clearly communicate key objectives and conclusions.
+ Excellent PC skills: advanced Excel applications, PowerPoint, and Word proficiency required. Knowledge of JD Edwards system software a plus.
+ Proactive and creative problem solver.
EDUCATION AND EXPERIENCE
+ Bachelors degree in finance or accounting
+ Minimum of 5 - 7 years of experience
+ Experience with manufacturing company or public accounting experience serving manufacturing clients is preferred.
PHYSICAL DEMANDS
+ Ability to move within office and manufacturing complex, write by hand and keyboard, and perform general office functions.
+ Ability to communicate by speech and hearing via phone and in person.
+ Visual acuity needed for close detail work and computer use.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this position, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and /or move up to 20 pounds and rarely lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Hale is a manufacturing company. Employees may be exposed to various workplace hazards, including chemicals, machinery, and noise. Proper use of personal protective equipment (PPE) is essential when in the production area.
Are you ready to join a different kind of company where our people, our culture, and our commitments are centered around providing trusted solutions that improve lives around the world?
IDEX is an Equal Opportunity Employer . IDEX gives consideration for employment to qualified applicants without regard to race, color, religion, creed, genetic information, sex, sexual orientation, gender identity or expression, marital status, age, national origin, disability, protected veteran status, or any other consideration or protected category made unlawful by federal, state or local laws.
Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know. Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact our Talent Acquisition Team at ********************** for assistance with an accommodation. These contact tools may be used only by individuals with a disability for accommodation requests. Do not inquire as to the status of an application.
Job Family: Finance
Business Unit: Hale
$60k-80k yearly est. Auto-Apply 56d ago
Assistant Comptroller, Accounts Payable and Financial Reporting
Santa Fe College 3.6
Finance analyst job in Gainesville, FL
Compensation $65,529.00 Annual is 11:59pm EST on February 13, 2026. The Office for Finance is committed to fulfilling Santa Fe College's (SF) mission by providing the highest quality fiscal services through excellence in customer service, integrity, accountability, and stewardship, working together to implement creative solutions and best practices in sustainability.
The Assistant Comptroller, Accounts Payable and Financial Reporting, supports the Comptroller and Chief Financial Officer (CFO) in managing financial planning, reporting, compliance, and internal controls. This position oversees complex accounting functions across multiple funds, including accounts payable (AP), expense reporting, and audit activities, ensuring accuracy and adherence to regulations. The Assistant Comptroller also provides financial analysis, strengthens internal controls, and recommends process improvements based on data-driven insights to enhance the efficiency and integrity of the office.
Job Description
Responsibilities and Duties Include:
* Supports the Comptroller and CFO in financial planning, reporting, compliance and internal control management by providing expert analysis, recommendations, and technical guidance.
* Oversees and performs complex accounting and financial transactions across multiple funds which requires processing and analyzing transactions and resolving accounting discrepancies and irregularities to ensure the accuracy, timeliness, and integrity of accounting records.
* Prepares, reviews, and analyzes a variety of financial reports and statements, including fiscal analyses, compliance reports, and ad hoc reports, and collects financial information to develop recommendations that ensure efficient resource utilization and data-driven decision-making.
* Compiles and analyzes financial data for ad hoc reporting and special projects, delivering insights and recommendations that support leadership decisions.
* Analyzes, reviews, and reconciles general ledger accounts and financial programs on a monthly, quarterly, and annual basis; investigates and resolves any variances and/or discrepancies.
* Performs internal audits across multiple functions to ensure compliance with applicable laws, regulations, and college policies, and provides documentation and accounting support for external audits.
* Evaluates and recommends improvements to accounting practices, internal controls, and procedures and assists with their implementation, supporting process improvements and efficiencies in Workday.
* Manages and supervises the AP and expense reporting functions, including oversight of invoice processing, payment approvals, account reconciliations, and team performance, while reviewing transactions for accuracy, proper accounting coding, and compliance.
* Provides training and ongoing support for AP, travel, and expense reporting functions, and identifies common errors or process efficiencies to implement preventative measures and support staff.
* Leads the P-Card and Travel Reimbursement programs, ensuring accurate and timely processing while collaborating with other departments to resolve discrepancies and maintain compliance with college policies.
* Interprets and communicates accounting policies, financial procedures, and regulatory requirements to internal and external stakeholders, exercising professional judgment and maintaining the integrity of financial data.
* Provides service to the college through participation in events, committees, and other college activities.
* Complies with all published College Rules, procedures, guidelines, and laws/regulations governing public employees, including but not limited to those related to document retention and destruction, FERPA, and confidentiality.
* Strictly honors the privacy, security, and confidentiality of records and other sensitive information according to appropriate state, federal, and college regulations, policies, and procedures.
* Provides service excellence through courteous, informed, accessible, and professional engagement.
* Performs other duties as assigned.
QUALIFICATIONS
Required: A bachelor's degree in business, accounting, finance, or a related field with four (4) years of professional experience in accounting, finance, or related areas. A combination of related education and experience equal to eight (8) years may be considered.
Additional Requirements: A criminal background check will be conducted.
Preferred: CPA licensure. Prior experience in a higher education setting, as well as with Workday.
General Knowledge, Skills, and Abilities
* Ability to work successfully in a multi-cultural environment.
* Adaptability to Change - able to be flexible and supportive, able to positively and proactively assimilate change in rapid growth environment.
* Analytical Aptitude & Problem Solving - able to analyze information, problems, situations, practices and/or procedures, collect and interpret data, reason logically, establish facts, identify and define existing and potential issues, recognize the interrelationships among elements, draw valid conclusions, develop recommendations, as well as alternative courses of action, select appropriate course, follow up, and evaluate.
* Communication - able to effectively communicate in a professional, diplomatic, empathetic, and tactful manner using preferred method and level as applicable to the job.
* Critical Thinking & Judgement - able to make well-reasoned, sensible, and timely decisions based on careful, objective review and informed analysis of available information, considerations, and other factors.
* Customer Service - ability to respond promptly and courteously to all questions from students and faculty, demonstrating patience and persistence when helping students with little or no computer skills.
* Ethics - able to demonstrate integrity, professionalism, civility, and a high degree of ethics in all job-related actions.
* Leadership - has demonstrated success as an entrepreneurial, high energy, driven, hands-on leader. Possess expertise in selecting, training, developing, coaching, mentoring, and retaining a highly motivated workforce.
* Organization & Time Management - able to plan, schedule, and organize tasks related to the job to achieve goals within or ahead of established time frames.
* Problem Solving - proven skills in identifying issues, determining their cause, developing creative solutions, and following through with implementing resolutions.
* Team Orientation & Interpersonal - highly motivated team-player with ability to develop and maintain collaborative relationships with all levels within and external to the organization.
* Relationship Management - able to personally provide high level of interactive service to others, building relationships and addressing identified needs.
* Results Orientation - proven ability to set and exceed established targets.
* Systems & Software - proficient level of knowledge of Microsoft Office and/or relevant position software programs.
* Detail Oriented - Proven accuracy and attention to detail.
* Multi-task - Ability to expeditiously organize, coordinate, manage, prioritize, and perform multiple tasks simultaneously to swiftly assess a situation, determine a logical course of action, and apply the appropriate response.
If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended or deemed ineligible depending upon the date of your retirement.
Santa Fe College (SF) is committed to maintaining a work and educational environment that embraces diversity and where no member of the college community is excluded from participation in, denied the benefits of, or subject to discrimination in any college program or activity based on: their race, ethnicity, national origin, color, religion, age, disability, sex, pregnancy status, gender identity, sexual orientation, marital status, genetic information, political opinions or affiliations, or veteran status. This commitment applies to employees, volunteers, students, and, to the extent possible, to third parties, applicants for admission, applicants for employment, and the general public. sfcollege.edu/eaeo
Inquiries regarding non-discrimination policies or concerns about discrimination or harassment, including concerns about sexual harassment or sexual violence under Title IX, should be directed to: ****************************
Santa Fe College reserves the right to extend deadlines and/or not to offer advertised positions. Preference will be given to eligible veterans and spouses of veterans.
$65.5k yearly Easy Apply 3d ago
Undergraduate Intern Summer 2026 - Finance and Accounting
USTA National Tennis Center
Finance analyst job in Lake City, FL
Who We AreWe are Tennis! The USTA (United States Tennis Association) is the national governing body for the sport of tennis and the leader in promoting and developing the sport's growth on every level in the United States, from local communities to the crown jewel of the professional game, the US Open.Why Intern with the USTA?
We are a passionate team of staff and volunteers focused on growing the sport of tennis and making it accessible to all. We are committed to removing barriers and crafting opportunities for ALL to participate. Don't know tennis? Don't worry, you can still find yourself in the game!The Role
The Finance & Accounting Intern will gain hands-on experience in financial planning, budgeting, and data analysis while supporting key business areas, including USTA Coaching, USA Tennis, Play & Participation, the USTA National Campus, and Facilities. Working closely with finance leaders, the intern will assist with budget projections, revenue modeling, financial reporting, and operational analysis that help drive informed decision-making across the organization.
Support the annual budget planning and projection process for USTA Coaching, USA Tennis, Play & Participation, the National Campus, and Facilities.
Conduct Serve Tennis revenue analysis by business line and assist in building a pricing model to identify break-even scenarios.
Partner with the Fulfillment Operations team to analyze inventory data, cost allocations, and process efficiencies.
Evaluate the financial impact of Community Tennis grants and participation initiatives, developing ROI reports and dashboards.
Program details:
8-week program from June 9 through August 11
Schedule: Monday-Thursday, 9:00 AM-5:00 PM ET
Hybrid role requiring 3 days per week on-site at our Orlando office.
Compensation: $16.00 per hour
Who You Are
Basic understanding of GAAP principles and interest in expanding financial and accounting knowledge
Familiarity with budgeting, forecasting, and month-end/year-end processes
Quick learner with intellectual curiosity and a desire to work across both transactional accounting and strategic financial analysis
Organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment
Confident communicator who can collaborate effectively with cross-functional stakeholders
Comfortable navigating ambiguity, working independently, and proactively asking questions
Proficient in Microsoft Excel and Google Suite
What the Program Offers
As an intern, you will fully immerse into the USTA culture and be a true part of the team! During the program you will have the opportunity to network with Senior Leadership- including the CEO- as well as be mentored by current staff. Additionally, you can look forward to:
Weekly professional development workshops.
Participation in a group project which will be presented to staff at the end of the program.
Opportunity to have your resume reviewed by one of our recruiters.
Ability to participate in company activities, including our 7 Business Resource Groups.
And more!
Come One, Come AllWe strongly encourage you to apply if you're interested; all unique backgrounds and experiences welcome!
USTA is dedicated to providing equal employment opportunities for all individuals, regardless of age, disability, national origin, race, color, religion, sex, sexual orientation, gender, gender identity, or expression, pregnancy, veteran status, marital status, family status, alienage or citizenship status, creed, genetic information, or any other status protected by applicable federal, state, or local law.
$16 hourly Auto-Apply 11d ago
Finance Manager
Klassic Recruitng
Finance analyst job in Gainesville, FL
is located in Gainesville, Florida ********* Applied Genetic Technologies Corporation (AGTC) is a clinical stage biotechnology company dedicated to developing novel gene therapies with an initial focus on ophthalmology. AGTC is seeking a highly motivated individual to managing the preparation of our SEC filings and coordination of such filings with our legal team. The SEC Reporting Manager is also responsible for development and reporting of the annual operating budget.
Qualifications
Reporting Relationship
The Financial Reporting Manager will report directly to the Controller
The FinancialAnalyst will report directly to the Financial Reporting Manager.
Essential Duties and Responsibilities
Prepare and manage review of Forms 10‐Q and 10‐K.
Assist in the preparation of quarterly earnings press releases and scripts.
Create and maintain the quarterly reporting calendar.
Monitor compliance with new and evolving accounting guidance.
Assist in preparation of technical memorandums that document the company's interpretation of relevant accounting pronouncements.
Manage the relationship with external auditors.
Assist in implementation and maintenance of reporting procedures to comply with internal control requirements
Review the quarterly tax provision process with external consultants
Develop and regularly report on annual operating budget.
Support preparation of and regular updates to the Strategic PlanQualifications
Bachelor's degree in Accounting with at least 4 years SEC reporting experience
Extensive knowledge of US GAAP and SEC rules and regulations.
Effective communication skills both verbally and written
AGTC offers a competitive compensation commensurate with education and experience,including salary, benefits, and company equity. AGTC is an EOE and maintains a drug free workplace
Job Type
: Full-time
Required education:
Bachelor's
Required experience:
SEC Reporting: 3 years
Additional Information
All your information will be kept confidential according to EEO guidelines.
$63k-92k yearly est. 23m ago
Financial Solutions Advisor - Ocala/Orlando
Bank of America Corporation 4.7
Finance analyst job in Ocala, FL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
* Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
* Recommends banking and investments strategies that align with client financial goals and needs
* Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
* Mitigates and controls risk as part of daily activities
* Identifies and engages potential new clients through referrals or financial center clientele
* Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
* Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
* Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
* Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Sets and accomplishes goals, achieving whatever you put your mind to.
* Builds and nurtures strong relationships.
* Collaborates effectively with others to get things done.
* Communicates effectively and confidently and is comfortable engaging all clients.
* Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
* Likes to learn, adapts to new information and seeks the right solutions for clients.
* Efficiently manages your time and capacity.
* Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
* Strong computer skills with an ability to multitask in a demanding environment.
* At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Obtained your insurance licenses.
Skills:
* Advisory
* Account Management
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Issue Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Risk Management
* Policies, Procedures, and Guidelines
* Client Management
* Causation Analysis
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
How much does a finance analyst earn in Gainesville, FL?
The average finance analyst in Gainesville, FL earns between $35,000 and $77,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.