Natural Gas Trading Analyst (Front Office)
Finance analyst job in Gainesville, FL
Job Description
Remote for Residents living in TX
Full-Time, Permanent Role with Benefits
Confidential Energy & Utilities Client
Our VIP Client, an established energy company is seeking a Natural Gas Trading Analyst to join its enterprise risk and analytics team. This role is designed for a highly experienced data professional who brings both technical excellence and deep fluency in the wholesale natural gas market - someone who can draw meaning from complex datasets, identify value-creation opportunities, and influence strategic decisions with minimal ramp-up.
This is not a foundational role, and onboarding will not include “Natural Gas 101.” Instead, you'll be expected to arrive with a command of market structure, storage dynamics, tariff implications, and how commercial decisions intersect with operational data. You'll work with imperfect, third-party data feeds (from pipelines, storage operators, market indices) and transform them into usable, strategic insight.
Key Responsibilities
Own the development of models, reports, and scripts that support risk assessment, price and volumetric exposure, and storage valuation.
Clean and normalize raw data feeds from external vendors, ensuring high-integrity inputs for downstream forecasting, valuation, and optimization tools.
Apply contextual knowledge of market dynamics, including pipeline behavior, tariffs, and trading incentives, to evaluate commercial opportunities.
Build predictive analytics frameworks for weather, load, and pricing volatility.
Support arbitrage strategy development and operational decision-making through analytical rigor.
Deliver intuitive dashboards and visualizations that provide decision-makers with actionable insights.
Mentor junior analysts and act as a subject-matter expert across data infrastructure, modeling strategy, and gas market economics.
What You Bring
A strong commercial and technical command of the natural gas value chain - particularly in wholesale, trading, or risk-oriented settings.
The ability to work independently, ask the right questions, and proactively identify what data is missing, misaligned, or misleading.
Comfort working with incomplete, messy, or vendor-aggregated datasets - and the judgment to reconcile them using experience and intuition.
Exceptional communication skills, with a track record of explaining complex analytical outcomes to stakeholders across the business.
Proven ability to prioritize what's material from a business perspective, not just what's statistically interesting.
Preferred Qualifications
Education: Bachelor's in Data Science, Engineering, Finance, Economics, or a related field. Certifications like CAP, SDS, or MCSE in Data Management are advantageous.
Tools & Languages: Proficient in Python, SQL, DAX, PowerQuery, Excel; experience with Git/version control. Familiarity with Java or VB is a plus.
Data Engineering: Skilled in ETL pipeline design, database development (Azure, Oracle, MySQL), and advanced data cleaning and validation.
Energy Market Expertise: Must understand tariff structures, storage optimization, pipeline scheduling, and how these intersect with market drivers.
External Data Sources: Experience working with third-party vendors (e.g., S&P Global, ICE, CME, EIA, FERC, EBBs), and able to turn raw feeds into business-ready inputs.
Visualization & Reporting: Strong background in business intelligence tools and building visual narratives that tie data to decisions.
Why This Role?
You'll be stepping into a high-visibility role that influences pricing, risk, and trading decisions across a major energy business. This is a seat at the strategy table, not just behind a dashboard.
The team values speed, precision, and commercial fluency, and you'll be working with leaders who expect - and empower - analysts to act as trusted advisors. This role offers full benefits, strong compensation, and the opportunity to make measurable impact every day.
Equal Opportunity & Accessibility
This employer values diversity and is committed to building an inclusive and supportive work environment. Accommodations are available throughout the hiring process upon request.
Sr Financial Analyst - FP&A
Finance analyst job in Ocala, FL
Senior Financial Analyst is responsible for the company's periodic financial forecasting, annual budgeting process, operating plan variance analysis and special projects within the FP&A team. The position will provide financial consulting and strategic support to senior-level and frontline management leveraging complex financial models and analysis, management reporting, and developing executive level presentations.
Senior Financial Analyst responsibilities and essential job functions include, but are not limited to the following:
Analyze business operations, trends, costs, revenues, financial commitments and obligations to project future revenues and expenses or provide financial advice to internal Business Partners
Examines and analyzes accounting records, financial statements, or other financial reports to assess accuracy, completeness and conformance to reporting and procedural standards; monitoring and reporting key performance indicators and for historical performance and opportunities for growth.
Manage and counsel senior leadership through the annual planning process
Partner with stakeholders to assist in producing the annual budget, periodic forecasts, and strategic reporting and analytical support
Prepare accurate reports, variance analysis and commentary as part of the monthly forecasting
Prepares and maintains long-term capital planning, with a focus on understanding underlying business drivers, modeling ROI related to acquisitions and guiding leadership through major investment decisions
Prepares and/or verifies a variety of complex financial, statistical, and narrative statements and/or reports requiring extensive analysis and interpretation of data
Prepares detailed and complex financial models to project financial targets and effectively communicate actionable guidance to senior leadership
Provides actionable analysis and insights to drive strategy development and facilitate decision-making
Support of FP&A processes, with assistance in establishing the vision and executing on the fuller implementation of the FP&A
Supports strategic initiative implementations and other special projects and duties as assigned
Utilize the teams Business Intelligence tool (Power BI and Oracle EPM) to design new custom reporting for enhanced decision analysis
Qualifications, Knowledge, Skills, and Abilities:
Bachelor's degree in Finance, Accounting, Business Administration or related field
5+ years' experience working in Financial Planning and Analysis (FP&A) or related experience; transportation and logistics industry a plus
Experience with Financial Management and Business Intelligence software; Power BI preferred
Experience with McLeod and Cargowise Transportation Management software a plus
Strong knowledge of generally accepting accounting practices (GAAP) and relevant regulations
Advanced Excel knowledge required; Macro and coding knowledge (VB.NET) preferred
Excellent analytical skills with the ability to create and implement business process improvements
Must possess the ability to meet deadlines, work well under pressure, prioritize work, handle multiple tasks, and maintain discretion on confidential matters
3+ years of accounting experience utilizing ERP systems; Oracle Cloud experience preferred
Exceptional communication and problem-solving skills with the ability to use sound judgment when making independent decisions
Ability to read, write, and speak English fluently
Auto-ApplyPortfolio CAM - North Region
Finance analyst job in Gainesville, FL
Job Details Gainesville Office - Gainesville, FL Full Time $48800.00 - $62800.00 Salary DayDescription
Together We Soar!
Vesta Property Services has been in the industry for more than 25 years and holds over 800 community management contracts while serving the amenity needs of Florida's most prestigious communities! We are proud to employ over 1,000 associates and have been rated as one of Florida's Top Workplaces.
Our Vesta associates are our most valuable resource. We hire people we trust and give them autonomy to do their best work. We also support professional development with training, coaching and regular feedback. We have a highly collaborative culture supported by our EAGLE PRIDE values!
JOB SUMMARY:
Your Flight Plan!
The Community Association Manager provides management, direction and leadership to ensure the property is maintained and operated in accordance with Vesta Management and are performed as stated, in the Management Agreement between the governing Board of Directors and Vesta Property Services. Community Association Managers are certified and licensed by the State of Florida for Community Association Management (CAM). Responsibilities include working closely with the association, Board of Directors and/or the developer to manage and operate the community, facilitate solutions to problems between communities and internal support staff. Complies with the provisions of Florida Laws and Statutes. Performs regular inspections for overall maintenance and repair and with reference to violations and enforcement. Strong management skills, customer service skills and supervisory skills in support of the care and maintenance of the community or communities they service.
RESPONSIBILITIES AND DUTIES:
Ready to Fly!
Monitor collections with regard to Association Assessments
Approve all invoices outside the regularly budgeted items and submit for payment
Ensure correct coding for financial statements
Work with Board in the preparation of a yearly budget and monitor its adherence
Distribute the budget as required by governing documents and statutes
Knowledge of the purpose of financial reports (e.g. general ledger, variance, accounts payable, income statement, balance sheet)
Write routine reports and correspondence
Communicate clearly and be able to work with and present ideas to a variety of people including owners, tenants, the general public, Board of Directors, staff, contractors and service providers
Multi-task, embrace change, solve practical problems and deal with a variety of concrete variables
Monitor vendor performance to ensure adherence to contract responsibilities and duties. Coordinate with board for Proposals to ensure appropriate price and service levels. Obtain and file business licenses and insurance for all vendors
Draft and post Board Agendas prepare Board Packages, attend Board of Director meetings and record minutes.
Transcribe all board meeting and annual meeting minutes (as applicable).
Respond to requests from title/mortgage/real estate companies
Assist Maintenance Supervisor as needed with review of work orders and expedite as appropriate
Complete monthly inspections of the buildings, facilities, and grounds to insure vendor job performance and note violations of C&R's. Inspection reports will be included in the monthly management reports provided to the board.
Read and interpret documents such as safety rules, operation and procedural manuals, State Statutes affecting COA/HOA and corresponding condominium documents, by-laws and rules and regulations
Serve as liaison between the association/board of directors, legal counsel, and community association members
Document, submit and coordinate insurance claims
Know how to ensure contractor compliance with contract terms related to deposits, progress payments, retention and final payments
Supervise outside vendors and/or site employees as necessary
Compile all information for annual and budget meeting mailings
Administer all Association rules and regulations
Pose fixes, possible solutions, suggestions and recommendations for the board to consider, using resources available
Knowledge of the requirements for different types of meetings and elections
Prepare and submit a management report to the board
Respond to owner/resident inquiries
Identify and record violations of association restrictions, rules and regulations
Implement enforcement policies (e.g., rules, architectural controls) as directed by the association
Develop, establish and implement systems and controls to ensure maintenance needs are documents and completed
The Community Association Manager manages all employees and vendors of the associations they are assigned to and is responsible for the performance association management services.
REQUIRED EXPERIENCE AND QUALIFICATIONS:
The Wingspan Needed!
2 to 5 years of experience.
LCAM designation.
Bachelor's degree a plus but not required.
Daily travel is expected for this position.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Our Nest is your Nest!
This is a largely sedentary role.
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Ability to lift up to 15 lbs
BENEFITS:
The Perks of Eagle Pride!
At Vesta Property Services, we understand the importance of a well-rounded benefits program and are dedicated to providing you with unique benefits that meet your needs and the needs of your family, including your pets. We offer benefits such as medical, dental and vision, life and disability, 401K retirement plans, and additional benefits such as Health Savings Account, Flexible Spending Account and Pet Discount Plan.
In Addition, we provide support by offering free counseling sessions, legal advice sessions, professional development and an outstanding referral program- to both our Full-time and Part-time staff associates!
AAP/EEO Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
DRUG FREE WORKPLACE
In compliance with the Drug-Free Workplace Act of 1988, Vesta Property Services has a longstanding commitment to provide a safe, quality-oriented and productive work environment consistent with the standards of the community in which the company operates. Alcohol and drug abuse poses a threat to the health and safety of Vesta Property Services associates and to the security of the company's equipment and facilities. For these reasons, Vesta Property Services is committed to the elimination of drug and alcohol use and abuse in the workplace.
OTHER DUTIES MAY BE ASSIGNED
The above statements reflect the general information considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all work requirements that may be inherent in the position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Plant/Cost Accountant
Finance analyst job in Palatka, FL
The primary objective of the Cost Accountant is to support the Controller and Operations Manager as a business partner in the maintenance of monthly closing process, financial reporting, presentations, internal control, process improvement, budgeting and other special requests.
Principle Duties and Responsibilities:
* Assist in performing monthly financial close process.
* Assist operations with managing the plant MRO spending
* Assist in preparation and production of the plant financial statements.
* Review and analyze the plant financial results, including plant and project performance to assist management in identifying key operational issues to improve business performance and operating results.
* Interact with all levels within the Accounting function to ascertain the plant's financial needs are being met.
* Assist in supporting the annual audit process including development and preparation of certain work papers to reconcile to the G/L
* Assist in preparing Plant and Project/Job profitability analysis.
* Assist in the development and analysis of the monthly, quarterly and annual Budget and Forecast.
* Assist in identifying process improvements and best practices.
* Maintenance of Fixed Assets (PPE), CapEx (CIP) and related reporting.
* Various special projects and analyses.
Knowledge, Skills, and Abilities
* Proficient knowledge of accounting principles generally accepted in the United States of America (GAAP) with knowledge of percent-complete and project accounting in the construction industry desirable.
* Demonstrated Standard and Job Costing.
* Highly motivated individual able to working in dynamic environment.
* Strong business acumen.
* Proficiency in MS Office Products. Intermediate to Advanced Excel skills.
* Strong communication skills.
Educational Requirements
* Bachelor degree in Accounting.
* Minimum 3-5 years of public accounting or 5+ years of relevant, progressive accounting experience in a manufacturing environment
Financial Planner Career Changer Opportunity
Finance analyst job in Gainesville, FL
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Ready to turn your experience into something more meaningful? Whether youve built your career in education, healthcare, engineering, sports, or business, youve already developed the skills to succeed here. At Berna District, Northwestern Mutual, we specialize in helping professionals from
all walks of life
make a successful transition into a purpose-driven career in financial planning.
Guided by our core values of family, fun, integrity, and service, weve built a culture where people from every background can thrive, and where new perspectives are celebrated. Many of our most successful advisors didnt start in finance at all. They came from teaching, engineering, athletics, and healthcare, and discovered a career where they could apply their relationship-building, problem-solving, and leadership skills in new and rewarding ways.
Why Career Changers Could Thrive Here:
You already have what it takes, people skills, perseverance, and a desire to make a difference.
We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
Youll be surrounded by a team thats walked the same path, people who once coached, built, designed, or taught before building their own financial practices.
Our thriving office is located at: 7E Silver Springs Blvd, Suite 430, Ocala FL 34470
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Local Team:
Jim Moretti, RICP, MBA Growth & Development Director & Financial Advisor:
Time with NM: 10 years.
Prior Experience: Jim worked as a Ceramic Engineer and Material Science Engineer, earning his MBA in Finance along the way. He built his career with large manufacturing companies, including Caterpillar, as well as in the high-volume container glass industry.
Passionate About: Jim focuses much of his time on raising his two kids. Together they enjoy playing sports, watching movies, and spending time with their two pugs. Personally, Jim loves golfing, fishing, cooking, delivering embarrassing dad jokes, and watching anything and everything football.
Tyler Oppman Field Director:
Time with NM: Nearly 8 years.
Prior Experience: Tyler began his career with Northwestern Mutual in the Waterloo, Iowa office before relocating to Florida last year.
Passionate About: Tyler is a proud father of two and also has a beagle/hound mix who adds to the fun of their Disney-loving family. He enjoys golfing, staying active in his church community, and spending quality time with his kids, especially visiting playgrounds and science centers with his son.
Austin Carrola Financial Representative:
Time with NM: 1+ years.
Prior Experience: Austin was a professional tennis coach before joining Northwestern Mutual.
Passionate About: Austin is married with two young children. He is deeply passionate about his faith, family, and giving back to the community through outreach.
Harriet McCord Financial Representative:
Time with NM: Less than 1 year.
Prior Experience: Harriet was a professional show jumper and trainer, traveling extensively to compete and coach in the equestrian world.
Passionate About: Harriet enjoys Irish rugby and prefers whiskey over bourbon. She loves traveling across the United States, where she hosts equestrian training clinics.
About the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
FL 2:15, Life, Health, and Annuity Agent License (will complete in initial onboarding).
Commitment to personal growth and training, including required investment licensing within the first two years and strong encouragement to pursue professional accreditations such as CFP, RICP, CLU, and others.
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jim Moretti is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Experienced Automotive Finance Manager
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.
Auto-ApplyFinance Manager
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 Financial Analyst 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.
Financial Advisor - Gainesville/Lake City
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
Auto-ApplyFinancial Advisor - Gainesville/Lake City
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
Auto-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - Gainesville, FL
Finance analyst job in Gainesville, FL
JobID: 210656204 JobSchedule: Full time JobShift: : 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.
Auto-ApplyCybersecurity Operations Center (CSOC) Student Analyst
Finance analyst job in Gainesville, FL
Classification Title:
STU AST - NON-CLERICAL & ADMIN
Classification Minimum Requirements:
UF Student Assistant
This position is open to all UF students eligible to work on campus and must maintain a minimum 2.0 grade point average.
Job Description:
UF Information Technology (UFIT) is currently seeking an entry-level Student Analyst to join the Information Security Office's Cybersecurity Operations Center (CSOC), a unit within UFIT.
The CSOC is a joint operation supporting both the University of Florida (university) and the State of Florida's Department of Management Services (state), providing coordinated cybersecurity monitoring, detection, and response capabilities to enhance the cybersecurity posture across university and state systems.
This role is primarily engaged in protecting university and state data and systems against cyber-attacks. Responsibilities include utilizing threat intelligence sources and detection tools to identify and prevent invasive attacks and applying established processes to respond to cybersecurity incidents as they occur.
This position provides hands-on experience in real-world cybersecurity operations while supporting dual security missions. Working under the supervision of the UFIT Information Security Cybersecurity Detection and Response (CDR) Team Lead and under the direction of the State of Florida's Associate CISO, student analysts will develop and apply practical cybersecurity skills in a collaborative environment that serves both university and state stakeholders.
Some key responsibilities and characteristics of this position are:
Threat Management:
Monitors user activity, network events, and threat detection alerts from security tools to identify adverse or suspect events.
Conducts initial triage to distinguish false positives from legitimate security threats, filtering and validating incoming alerts to prioritize them for further investigation.
Collects contextual data, such as IP reputation, user identity intel, and endpoint events, to enrich analysis and verify the scope and validity of potential threats.
Incident Management:
Conducts containment and mitigation actions to neutralize threats and minimize impact; escalates incidents to the Computer Security Incident Response Team (CSIRT) when necessary and may participate as a CSIRT member during major security incidents.
Vulnerability Management:
Identifies and assesses security vulnerabilities in the university's computing infrastructure. Takes appropriate action based on the technical implications of vulnerabilities found.
Documentation, Reporting, and Continuous Improvement:
Documents investigation findings, response actions, and lessons learned to maintain institutional knowledge; creates and updates security playbooks, standard operating procedures, and technical documentation. Contributes to the continuous improvement of CSOC operations.
Metrics:
Collects and contributes to operational and management security metrics required to inform stakeholders and support continuous improvement.
About UF Information Technology
Led by Senior Vice President and CIO Elias Eldayrie, the eight departments comprising UFIT are: Academic Technology; Applications, Development, and Integrations; Business Center; Customer Experience and Resource Planning; Data Platform and Analytics; Information Security Office; Infrastructure and Communication Technology; and Research Computing. UF Information Technology (UFIT) enables teaching, learning, research, and service on campus and across the region with state-of-the-art enterprise IT systems, including SEC and SUS universities, and the opportunity to teach using HiPerGator. For more information about UFIT and its goals and governance, visit **********************************************
About the University of Florida
One of America's all-around best universities, the University of Florida drives future-making education, eye-opening discoveries, life-saving health care, and community-building collaboration for our state, our nation, and our world. UF is in Gainesville, a city of approximately 150,000 residents in North-Central Florida, 50 miles from Florida's West Coast, 67 miles from the Atlantic Ocean, and within a 2-hour drive to large metropolitan areas (Orlando, Tampa, Jacksonville). The beautiful climate and extensive nearby parks and recreational areas afford year-round outdoor activities, including hiking, biking, and nature photography. UF's large college sports programs, museums, and performing arts center support various activities and cultural events for residents to enjoy. Learn more about what Gainesville has to offer at Visit Gainesville.
About the State of Florida, Department of Management Services
Under the Florida Department of Management Services (DMS), Florida Digital Services (FLDS) is responsible for securely modernizing the state government's technology and data services. Its mission is to leverage data and technology to transform government services and protect Floridians' data. FLDS has a mandate defined in the Florida Statutes to lead the state's enterprise IT and cybersecurity efforts, including Policy & Standards, Project Oversight, Cybersecurity Operations, Data Management. For more information about DMS or FLDS, please visit ************************************** or ****************************
Expected Salary:
$20 an hour
Required Qualifications:
UF Student Assistant
This position is open to all UF students eligible to work on campus and must maintain a minimum 2.0 grade point average.
Preferred:
The ideal candidate will possess the following education, experience, and skills:
EDUCATION & TRAINING
Completed coursework in network security, security operations, incident response, or digital forensics
Industry certifications or completion of cybersecurity bootcamps/training programs
EXPERIENCE
Previous IT/cybersecurity internship, work experience, or personal lab projects
Participation in cybersecurity competitions, CTF events, or student organizations
TECHNICAL SKILLS
Proficiency in Windows and Linux operating systems
Basic scripting (Python, PowerShell, or Bash)
Log analysis and SIEM query writing
Network protocol analysis
Technical writing and documentation
CORE COMPETENCIES
Strong analytical and problem-solving abilities
Effective written and verbal communication
Ability to work collaboratively in team environments
Self-motivated with strong attention to detail
Capable of handling sensitive information with confidentiality
Special Instructions to Applicants:
Must be a University of Florida student in good standing
Work Location and Schedule:
• In-person work required; CSOC located in Malachowsky Hall on UF campus
• Schedule established individually to accommodate academic commitments
• Maximum 20 hours per week
• Minimum 3 consecutive hours per shift
• Primary hours: Monday-Friday, 8:00 AM-5:00 PM when UF is open
Work visa sponsorship is not available for this position
A Level 2 Criminal Background Screening is required.
Applicants are required to submit the following with their application:
Cover Letter
Resume
The application must be submitted by 11:55 p.m. (E.T.) of the posting end date.
Health Assessment Required:
No
Finance Manager Gettel Toyota Gainesville
Finance analyst job in Gainesville, FL
Job Details Gatorland Toyota - Gainsville, FLDescription
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.
Sr. Structuring Analyst
Finance analyst job in Gainesville, FL
Are you an innovative and adaptable self-starter who enjoys finding solutions to open-ended problems? Do you enjoy structuring energy products to meet customer needs while challenging the competition? Are you a critical thinker who can balance an eye for detail with big-picture vision? Do you enjoy leveraging business or trade partner relationships for the strategic benefit of the business and its customers? Do you want to work for a growing energy company in a highly competitive market?
Then the Senior Structuring Analyst may be the job for you!
As a Senior Structuring Analyst, you will create modeling for customer valuation, profitability analysis, risk assessment, and rate design in support of Gas South's Industrial business. You will engage with the Sales and Trading and Scheduling organizations, as well as external trade partners, pipeline operators, customers, and other gas market participants, to ensure proper consideration for the assets and market positioning associated with new Industrial business opportunities. Collaboration with Sales, Trading, Risk, Middle Office and Operations is required to ensure successful pricing, risk analysis and execution of deals and accurate booking of such transactions in position management and billing systems. Becoming a Gas South Analyst offers exceptional growth opportunity with a four-level career path. As Analysts grow and gain experience, they progress through the four levels (I, II, Senior, Lead) and take on greater responsibility as both contributors and leaders. New hires will come in at the level their experience dictates.
Are you a fit?
A successful candidate for this role is proactive, curious, and a strong critical thinker. You have knowledge of supply operations, asset management, and risk management within the natural gas industry. You are experienced in energy rate design and pricing model techniques. You have strong analysis and modeling capabilities and are motivated by business growth and customer service.
Additional Responsibilities
Work closely with front-line origination staff and potential customers to understand customer needs and develop transactions/product structures to meet those needs.
Provide rate structure recommendations on Industrial customers to Sales that balance a data driven approach with creative and out of the box thinking.
Evaluate rate structure alternatives which will meet the customer's and the company's needs by developing cost-to-serve analytics utilizing regression analysis, probability/statistics, and Monte Carlo simulations.
Manage custom rate structures, scenario analysis and contract execution activities for key technical accounts.
Synthesize commercial needs and apply them to the team's analytical and valuation needs.
Read and comprehend utility tariffs and filings in order to evaluate market structure.
Participate in the development and delivery of customer proposal presentations.
Experience
Bachelor's Degree - Engineering, Economics, Statistics, Marketing or Business/Management-related preferred
Deep understanding of the wholesale gas market, storage and asset optimization, pipeline and utility tariff structures, and the energy industry's regulatory framework.
Deep understanding of energy price structure and risks borne in different types of structures.
Strong technical and quantitative skills including solid understanding of data analysis, model building, model validation.
Proficient in Microsoft Excel and some programming experience or understanding of programming logic (VB, SQL, Python, R, etc.)
Preferred Experience
5+ years' experience in either commercial and industrial natural gas pricing/structuring, forecasting, scheduling or trading; experience in natural gas trading, asset management or asset valuation strongly preferred.
Proven ability to model incremental costs and risks associated with Industrial customer acquisition, renewal, and/or asset management opportunities.
Experience with Customer Relationship Management (CRM) or BI tools a plus.
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 $96,182-$113,156 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
Auto-ApplyAssociate Financial Consultant
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.
Equal Opportunity Employer, including disabled/veterans.
Automotive Finance Manager
Finance analyst job in Lake City, FL
At Lake City Buick GMC, we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee at Lake City Buick GMC is absolutely critical to its success. Our promise is to keep delivering the same award-winning service and value that our community has come to expect from our dealership through the years. We are always looking for bright, motivated, and energetic professionals to add to our world-class team.
Responsibilities
Structures deals for maximum profitability and collectability
Fully proficient with title laws and registration process
Maintains proficiency and certifications as required for the position
Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals
Ensures all deals are fully compliant with local, state, and federal guidelines
Prepares paperwork, contracts, and delivers deals
Prepares and mails all deal packages with complete and proper documentation to lenders and follows any other process that may be in place in their respective department
Accurately audits team deals post-sale
Ensures the expeditious funding of all contracts
Qualifications
2 years min automotive F&I experience
Demonstrates closing skills
Excellent interpersonal/communication skills.
Strong attention to detail.
Strong knowledge of regulatory and compliance requirements.
Valid driver's license
Submit a background search and drug screen
Responsible for helping our customers arrange the financing of their purchases and presenting them with additional products that enhance their vehicle and ownership experience.
Auto-ApplyFinancial Advisor
Finance analyst job in Ocala, FL
Job Description
Join Zinnia Weath, a dynamic and innovative company based in the sunny city of Ocala, Florida. We are on the lookout for a dedicated Financial Advisor to become an integral part of our team. In this on-site position, you will have the opportunity to work directly with our clients, providing them with customized financial advice and solutions tailored to their unique needs. We pride ourselves on fostering a collaborative and supportive work environment where your expertise will be valued and your career can thrive.
At Zinnia Weather Management, we understand that our greatest asset is our people. We are committed to creating a workplace where everyone feels welcomed, respected, and part of the family. If you are a motivated professional with a penchant for finance and a desire to make a meaningful impact in the lives of others, we invite you to apply and contribute to our continued success. Bring your knowledge, experience, and enthusiasm to Zinnia Weather Management, and help us navigate the financial landscape with precision and excellence.
Benefits
Annual Base Salary + Commission
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Hands on Training
Responsibilities
Client Advisory: Offer professional financial guidance tailored to individual client needs and objectives.
Portfolio Management: Review and analyze client portfolios to ensure alignment with market trends and financial goals.
Market Analysis: Conduct thorough market research to inform strategic investment advice.
Risk Assessment: Evaluate and communicate the risks associated with financial plans or investments.
Relationship Cultivation: Build and nurture long-term client relationships to ensure loyalty and trust.
Goal Setting: Work collaboratively with clients to set and achieve financial milestones.
Requirements
Education: A degree in Finance, Accounting, or a related field is preferred.
Experience: Prior experience as a Financial Advisor or in a similar finance-related role is required.
Licensing: Certification as a Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) is highly desirable. Series 65 and FL 2-15 required.
Communication Skills: Excellent interpersonal and communication skills, both written and verbal.
Customer-Focused: A genuine desire to understand client needs and offer personalized financial advice.
Regulatory Knowledge: Understanding of current market and regulatory changes impacting the financial industry.
Attention to Detail: Strong attention to detail to ensure accuracy in every financial plan and report.
Financial Solutions Advisor - Ocala/Orlando
Finance analyst job in Ocala, FL
The Villages, Florida;Ocoee, Florida; Ocala, Florida; Clermont, Florida; Clermont, Florida; Crystal River, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*****************************************************************************************************************************************
**:**
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
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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Finance Manager
Finance analyst job in Ocala, FL
Job Details BMW of Ocala - Ocala, FLDescription
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.
Sr Accountant
Finance analyst job in Ocala, FL
The Senior Accountant is responsible for the accurate and timely preparation and presentation of the company's financial statements. The Senior Accountant gathers and prepares financial and non-financial data to develop financial models and provides actionable interpretations of the data to help support and drive business decisions. This individual will become a key subject matter expert on the various business lines they maintain.
Senior Accountant responsibilities and essential job functions include, but are not limited to the following:
Directly involved with the periodic close preparing financial reporting and ad-hoc analysis
Responsible for the month end closing process, including journal entries, account reconciliations, updating of account schedules, and the calculation and entry of accruals
Prepares general ledger entries and reconciliations for month-end closing to close books in a timely manner
Prepares and/or verifies a variety of complex accounting, statistical, and narrative statements and/or reports requiring extensive analysis and interpretation of data
Presents periodic financial reports, including financial statements, to executive leadership in conjunction with supplemental information and metrics
Analyze accounting records, including financial statements and other financial reports to assess accuracy, completeness and conformance to standards defined within the department and organization
Provides actionable analysis and insights to feed strategy development and facilitate decision-making
Maintain departmental accounting systems and controls; make recommendations on revisions and new processes to increase efficiency and effectiveness of internal controls
Understand and apply departmental, legal and regulatory requirements; interpret and analyze complex fiscal data and draw logical conclusions, detecting possible weaknesses of internal control and recommend revisions
Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness and conformance to reporting and procedural standards; monitoring and reporting key performance indicators
Assist with the internal and external financial and tax audits, including assisting with the preparation of audited financial statements, footnotes and supplemental information
Analyze business operations, trends, costs, revenues, financial commitments and obligations to project future revenues and expenses or provide financial advice to internal Business Partners
Assists with the preparation of annual budgets and the planning process
Assists with the preparation of financial and operational forecasts
Supports strategic initiative implementations and other special projects and duties as assigned
Qualifications, Knowledge, Skills, and Abilities:
Bachelor's degree in Business Administration, Accounting, Finance, or related field
5+ years' accounting and/or relevant work experience; transportation and logistics industry a plus
Previous experience with Financial Management and Business Intelligence software; Power BI a plus
Previous experience in Transportation Management System (TMS) software; McLeod and Cargowise a plus
Strong knowledge of Generally Accepting Accounting Practices (GAAP) and relevant regulations
Intermediate Excel knowledge required; Advanced Excel, Macro and coding knowledge (VB.NET) preferred
Excellent analytical skills with the ability to create and implement business process improvements
3+ years of accounting experience utilizing ERP systems; Oracle Cloud experience preferred
Exceptional problem-solving skills with the ability to use sound judgment when making independent decisions
Strong communication skills, both written and oral, and interpersonal skills, with the ability to clearly and effectively communicate with both internal and external business partners
Ability to multitask in a fast-paced environment with rapidly changing priorities, meet deadlines, work well under pressure, prioritize work and maintain discretion on confidential matters while maintaining a positive attitude and providing unmatched customer service
Proficient in Microsoft Office Suite
Ability to read, write, and speak English fluently
Auto-ApplyAutomotive Finance Manager
Finance analyst job in Lake City, FL
Job Description
At Lake City Buick GMC, we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee at Lake City Buick GMC is absolutely critical to its success. Our promise is to keep delivering the same award-winning service and value that our community has come to expect from our dealership through the years. We are always looking for bright, motivated, and energetic professionals to add to our world-class team.
Responsibilities
Structures deals for maximum profitability and collectability
Fully proficient with title laws and registration process
Maintains proficiency and certifications as required for the position
Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals
Ensures all deals are fully compliant with local, state, and federal guidelines
Prepares paperwork, contracts, and delivers deals
Prepares and mails all deal packages with complete and proper documentation to lenders and follows any other process that may be in place in their respective department
Accurately audits team deals post-sale
Ensures the expeditious funding of all contracts
Qualifications
2 years min automotive F&I experience
Demonstrates closing skills
Excellent interpersonal/communication skills.
Strong attention to detail.
Strong knowledge of regulatory and compliance requirements.
Valid driver's license
Submit a background search and drug screen
Responsible for helping our customers arrange the financing of their purchases and presenting them with additional products that enhance their vehicle and ownership experience.