Finance analyst jobs in Jacksonville, FL - 245 jobs
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Portfolio Analyst
The Energy Authority 4.1
Finance analyst job in Jacksonville, FL
The Energy Authority is a public power-owned, nonprofit corporation with offices in Jacksonville, Florida and Bellevue (Seattle), Washington. TEA provides public power utilities with access to advanced resources and technology systems so they can respond competitively in the changing energy markets. Through partnership with TEA, utilities benefit from an experienced organization that is singularly focused on deriving the maximum value of their assets from the market.
Join TEA's Portfolio Management & Analytics Team - A Vital Role in Shaping the Future of the Energy Industry
The electric power industry is undergoing a thrilling transformation, as fuel security and the ongoing energy transition create new complexities for power generation supply chains and the structure of the generation mix. As a Portfolio Analyst in TEA's Portfolio Management & Analytics team, you'll be at the forefront of this change, working closely with our clients to analyze and model their load and generation portfolios. Your insights will guide smart decisions on energy, capacity, congestion, and environmental credits markets, ultimately helping our clients navigate and succeed in this evolving landscape.
Your Role and Responsibilities:
Our Portfolio Management & Analytics team plays a crucial role in helping clients analyze exposures, model probabilistic outcomes, and craft effective strategies for managing the risks associated with generating assets and loads. As a Portfolio Analyst, your work will be integral to our clients' success. Here's what you can expect:
Stochastic Risk Models - Empower our clients to make informed hedging decisions with advanced risk modeling techniques.
Simulation Models - Dive deep into production costing and transmission congestion scenarios to provide valuable analysis.
Trading Analysis & Asset Valuation - Support profitable trading decisions with actionable insights.
Economic Advice - Guide both clients and senior management on portfolio management and strategic decision-making.
Market Forecasting - Predict key market drivers and their impact on energy portfolios.
Fundamentals Analysis - Examine power, natural gas, and coal markets, translating insights into actionable strategies across the Trading Department.
What We're Looking For:
As a member of TEA's Portfolio Management & Analytics team, we're looking for analysts who are passionate about solving complex problems with data and modeling techniques. The skills you'll bring will include:
Basic Skills (Essential for all analysts):
Proficiency in Microsoft Office, especially Excel.
A solid understanding of industry fundamentals.
Familiarity with bilateral, exchanged-traded, and RTO energy markets.
A grasp of basic statistics, probability, and finance.
Strong oral and written communication skills.
Advanced Skills (Growth opportunities as you progress):
Experience with database query languages and programming (e.g., Visual Basic, C#, etc.).
Expertise in Stochastic Math and Monte Carlo modeling.
Ability to build models for asset and trade valuation, incorporating both fundamental and probability-based approaches.
What You'll Achieve as You Grow:
At TEA, we're invested in your professional growth. As you advance, you'll:
Maintain and operate models for routine analysis.
Develop expertise in the tools and functions across TEA.
Deepen your understanding of complex analytical models and their applications.
Evaluate and enhance the performance of both basic and advanced models.
As a Senior Portfolio Analyst, You'll Take on Even More Impact:
In this role, you'll contribute to critical decision-making processes and gain visibility across TEA's senior leadership and partners. Your responsibilities will include:
Building professional networks within TEA, our partners, and the electric utility industry.
Creating reports, presentations, and strategic materials for senior management, clients, and industry stakeholders.
Leading business development initiatives and managing project schedules and budgets.
Additional Responsibilities for All Portfolio Analysts:
Stay updated on regulatory changes by monitoring FERC, EPA, and relevant state agencies.
Become proficient in advanced analytical tools such as Machine Learning, Python, R, and others.
Collaborate with TEA's teams and members on reviewing and analyzing industry shifts that may affect our clients.
Be open to occasional travel for team meetings, conferences, and industry events.
Education and Experience:
We're looking for candidates with a strong educational background, ideally holding a Bachelor's degree in engineering, advanced mathematics, physics, chemistry, computer science, finance, economics, or a related field. A Master's degree is preferred, and a Ph.D. is a plus. Relevant industry experience will also be considered.
TEA Values
TEA employees share a common sense of purpose. When TEA accomplishes its mission, the result is improved quality of life for the citizens and businesses of the communities our clients serve.
TEA employees exceed the expectations of those they serve, deliver services with the highest standards of fair, honest, and ethical behavior, set the standard for service and expertise in our industry, embody a spirit of collaboration, and embrace TEA's founding entrepreneurial spirit by seizing opportunities to deliver value.
If you are self-motivated, driven to deliver excellence, and passionate about your career, TEA is the perfect place for you.
It's YOUR Future. It's OUR Future.
$74k-117k yearly est. Auto-Apply 60d+ ago
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PLANT CONTROLLER-I
Wells 4.1
Finance analyst job in Jacksonville, FL
Job Description
GENERAL DESCRIPTION
The Plant Controller-I is an entry-level management role responsible for overseeing the basic financial operations and job costing within the plant. The Level 1 controller works on foundational financial reporting, cost management, and adherence to company policies and procedures. They provide financial insights to plant management and ensure the accuracy of day-to-day financial transactions.
Plant Controller - Level 1 Starting Salary: $70,000 or higher depending on experience and location.
2-4 years of experience in accounting, preferably in a manufacturing environment.
Plant Controller - Level 2 Starting Salary: $90,000 or higher depending on experience and location.
4-6 years of experience in accounting, with a minimum of 2 years in a manufacturing environment.
Plant Controller - Level 3 Starting Salary: $110,000 or higher depending on experience and location.
7 - Plus years of experience in accounting, with a minimum of 3 years in a senior-level manufacturing role.
Each level corresponds to increasing responsibility, complexity, and the scope of work.
WHY WORK FOR US?
At Wells, we empower our team members to deliver an exceptional client experience. Our employees are talented problem solvers that shine in preconstruction, engineering, operations, and project management. They bring innovative solutions that yield outstanding results.
In the design and construction industry, we focus on honesty and hard work to build trust that lasts beyond individual projects. Our team is consistently working to improve building processes and raise industry standards. We meet our partners' needs through collaborative efforts that ensure safe and certain results, reducing risks along the way. Together, we help businesses and individuals succeed and change our communities for the better.
WHAT WE HAVE TO OFFER
Wells values our employees and is committed to providing a competitive and comprehensive benefits package.
Health, dental and vision insurance
Paid premiums for short- and long-term disability, and life insurance
Wellness Incentives
Paid holidays
Flex spending for medical and daycare
Health savings account (HSA)
401(k) plan with profit sharing
Access to Nice Healthcare
Employee Assistance Program
Paid Time Off (PTO)
Wishbone Pet Insurance
Critical Illness Benefit Plan
Accident Insurance Plan
Voluntary Hospital Indemnity Plan
Please note that the benefits listed here are for
non-union employees. Benefits for union employees are covered under separate collective bargaining agreements which can be obtained through their union business agent or their HR representative.
Other benefits include Health and Family Care leave for both union and non-union employees.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Assist with preparing financial statements and reports for plant-level operations
Monitor daily accounting transactions, ensuring compliance with internal controls and financial regulations
Maintain job costing records and analyze variances in labor, materials, and overhead costs
Support the corporate accounting team with the month-end close process, reconciliations, and reporting
Assist in developing plant budgets and forecasts under the supervision of the Corporate Controller
Manage and maintain inventory control systems, ensuring accuracy in product costing
Implement plant-level internal controls and compliance with corporate financial policies
Provide basic financial analysis to plant management to aid in operational decision-making
EDUCATION, SKILLS, AND ABILITIES REQUIRED
Bachelor's degree in Accounting, Finance, or related field
2-4 years of experience in accounting, preferably in a manufacturing environment
Familiarity with job costing and manufacturing metrics
Strong analytical and problem-solving skills
Proficiency in accounting software, ERP systems, and Microsoft Office (Excel, Word, PowerPoint)
Strong communication skills, with the ability to present financial data and insights clearly to plant management and corporate teams
Detail-oriented, with excellent organizational skills and the ability to manage multiple priorities
Knowledge of AIA documents, construction industry-specific financial practices, and manufacturing cost controls is preferred
PHYSICAL REQUIREMENTS/ ADA ESSENTIAL FUNCTIONS
Ability to sit or stand for extended periods of time
Manual dexterity and hand-eye coordination for typing, filing, and using office equipment
Visual acuity and ability to read small print
Hearing acuity and ability to communicate effectively with others
Ability to lift and move office supplies and equipment
Mobility and ability to move around the office as needed
WORKING CONDITIONS
Minimal risk of exposure to unusual elements
Minimal risk of safety precautions
General office environment
This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be assigned by his/her supervisor.
Wells in an Equal Opportunity Employer, including Veterans and Individuals with Disabilities. Wells participates in E-Verify and will provide the federal government with your I-9 Form information to confirm you are authorized to work in the U.S.
#LI-AB1
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 Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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.
$75k-104k yearly est. Auto-Apply 12d ago
Financial Analyst
First Florida Credit Union 3.6
Finance analyst job in Jacksonville, FL
FinancialAnalyst - Jacksonville, FL Do you want to be part of a dynamic institution that is one of the fastest growing credit unions in the country? Become a part of the First Florida Credit Union team where our employees create a culture that enables our organization to be among one of the 100 Best Companies to Work For in Florida as designated by Florida Trend magazine for over a decade. Our employees are the critical element in fulfilling the First Florida Credit Union mission of being a thriving credit union creating value for members by deepening relationships with current members and engaging with potential members. Also, First Florida Credit Union recognizes the importance of benefits that provide financial security for our employees and their families and is committed to providing a competitive benefits package to eligible employees. Role: Support managing the Credit Union's financial management program and associated activities. Provide functional support for ALM modeling, liquidity, concentration risk, cost analysis and other varying financial analysis tasks.
Perform analytical and reporting functions for management and Board of Directors.
Perform analytical procedures, documentation and financial modeling to support management of FFCU's financial risks: interest rate risk, liquidity risk, concentration risk.
Support select accounting-related functions assigned.
Utilize resources available to expand knowledge of financial analysis techniques and procedures as well as develop needed skills to support Finance Department initiatives.
Perform monitoring of competitive rate surveys for use in recommending rates to Internal ALCO.
Perform assigned responsibilities to support Allowance for Credit Loss (ACL) calculations, interest rate risk modeling, profitability analysis and budgets/financial forecasts.
Experience and skills required: Three years to five years of similar or related experience Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).
$54k-83k yearly est. 9d ago
Risk Portfolio Analyst III (US)
TD Bank 4.5
Finance analyst job in Jacksonville, FL
Hours: 40 Pay Details: $68,640 - $102,960 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Risk Management
:
Job Description Summary
The Risk Portfolio Analyst III provides skilled analytical research, analysis, and project-oriented support. Analyzes the quality of key risk components of assigned retail credit portfolios. Provides analysis of portfolio risks and makes recommendations to Senior Management regarding the direction of future lending activities. Interacts with external accountants and regulators; the Federal Reserve, Office of Controller of Currency (OCC), and Office of the Superintendent of Financial Institutes (OSFI) and interacts with Risk and Analytical professionals at TDCT and TDBFG. In accordance with the governing principles outlined in the TD Enterprise Risk Appetite Statement and the framework documented in the Retail Credit Risk Management Mandate, the Risk Portfolio Analyst is responsible to effectively manage, monitor and control risk of the retail lending segments within TD Bank.
Depth & Scope:
* Performs functions noted for Risk Portfolio Analyst II
* Manages complex analytical initiatives and interacts with TDCT Risk and Retail Lending lines of businesses
* Works independently and interacts with internal/external accountants, auditors and bank regulators
* Directs credit activities relating to risk exposure, credit policy, and credit underwriting changes to Senior Money-out Executives
* Mentors junior level analysts
* Oversees the retail credit portfolio analysis in support of financial, regulatory and risk management requirements
* Provides guidance and assists staff with most complex aspects of work as necessary
* Shares knowledge with others in the group
* Contributes to and supports achievement of department/business unit goals
* Acts as subject matter expert in assisting the Manager of Risk Analytics during the analysis for the US Allowance for Loan and Lease Losses (ALLL) for the Retail Credit Portfolios
* Acts as a lead in other risk management related duties or special projects and performs additional duties as necessary
* Exercises independent judgment by displaying and reaching conclusions on the most complex portfolio issues as well as assumes accountability for high quality recommendations regarding the credit portfolio
* Supports results of analytical initiatives on portfolio modeling (including Basel), Stress Testing, migration analysis, and Allowance for Loan and Lease Losses (ALLL)
* Develops analytical white papers for assigned portfolio considering current economic environments
* Forecasts impact to assigned portfolio
* Determines risk exposure, mitigation, and controls for new products, marketing campaigns, and expansion of existing programs
* Establishes oversight of business lines compliance/risk controls and periodically evaluates risk mitigation efforts to make adjustments as risk/department influences change
* Ensures TD Bank maintains successful audits and exams within all areas
Education & Experience:
* Bachelor's degree required, Graduate Degree preferred or progressive work experience in addition to experience below
* 7 Years of related experience
* Strong PC skills including proficiency in a variety of PC-based analytical and reporting software packages
* In depth knowledge of portfolio analysis techniques and processes
* Extensive analytical skills and practical knowledge of descriptive statistics
* Excellent research skills required for industry analysis
* Excellent written and verbal communication skills
* Experienced in presenting to Senior Executives and Board of Directors
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Occasional
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Never
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Never
* Crawling - Never
* Climbing - Never
* Reaching overhead - Never
* Reaching forward - Occasional
* Pushing - Never
* Pulling - Never
* Twisting - Never
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$68.6k-103k yearly Auto-Apply 35d ago
Financial & Accounting Analyst
Cancerspecialistsnf
Finance analyst job in Jacksonville, FL
Cancer Specialists of North Florida
is recruiting a
Financial and Accounting Analyst
for our busy
Specialty Practice
.
The Financial & Accounting Analyst plays a strategic role in driving financial performance, ensuring high-quality financial reporting, and supporting executive leadership through financial planning, analysis, and reporting. This position combines advanced accounting and finance expertise, financial planning, and strategic analysis to support business growth, capital efficiency, and regulatory compliance. Essential duties and responsibilities include the following:
$47k-66k yearly est. Auto-Apply 19d ago
Financial Analyst
Externalcareersitebaker
Finance analyst job in Jacksonville, FL
The overall objective of this position is to provide a high level of customer service, business intelligence, and insights into a variety of reporting.
Essential Duties/Accountabilities
Prepare and analyze data for end-user projects
Accurately report and understand financials, including general ledger accounts
Evaluate general ledger accounts by conducting variance analysis - comparing actual results with plans and forecasts
Create recommendations to be presented to management and executives
Guide cost analysis process by following policies and procedures
Provide analysis of trends and forecasts and recommend actions for optimization
Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and dashboards
Increase productivity by developing automated reporting/forecasting tools
Responsible for maintaining up-to-date technical knowledge of financial instruments, market conditions and trends
$42k-64k yearly est. 2d ago
Financial Analyst
Pioneer Data
Finance analyst job in Jacksonville, FL
Candidates must have Credit AND Collections experience. Pharmaceutical Vision Care, a member of Pharmaceutical's Family of Companies, is recruiting for a FinancialAnalyst located in Jacksonville, FL Key Responsibilities Evaluates accounts on hold, releases held orders and evaluates past due to reduce the risk of bad debt write-off's by contacting customers to secure payment/follow up on overdue balances/resolves issues, and maintain detailed files on all past due accounts
Manage credit limits within policy and procedure guidelines.
Manage incoming customer inquires
Achieve metrics on past due balances while managing 30 Inbound and 50 Outbound phone calls per day and 50-100 orders released per day
Recommend bad debt write-offs and accounts for collection
Evaluate credit risk; approve changes on new account set-ups.
Perform system and process related projects.
Assists customers by researching issues concerning the customer's statements and or invoices.
Ensure adherence to SOX Internal Controls.
Qualifications
Qualifications:
BS/Associate's Degree in Accounting, Finance or Business related major
Minimum of 1 years in Credit Accounting environment and dealing with external customers
Proficiency with Excel, MS Word, Outlook, and other desktop applications, SAP experience preferred
Knowledge of standard and specialized collection procedures
Excellent time management, multi-tasking and organization skills
Customer focus and results oriented.
Empowered, persistent, results oriented
Ability to work in a global team environment
Additional Information
Call Center Experience
$42k-64k yearly est. 1d ago
Financial Analyst
Insight Global
Finance analyst job in Jacksonville, FL
A large Medical Device company local to Jacksonville is seeking a motivated and detail-oriented FinancialAnalyst to join their team. This position will play a crucial role in assisting with capital project and operational project budget management. The FinancialAnalyst will be involved in various financial cycles and must be familiar with Profit & Loss (P&L) statements, capital expenditures, cash flow, purchase orders (POs), and accounts receivable.
Key Responsibilities:
Assist in the management of capital project and operational project budgets.
Participate in financial cycles, including forecasting, budgeting, and reporting.
Analyze P&L statements to identify trends and variances.
Monitor and report on capital expenditures and cash flow.
Process and track purchase orders and accounts receivable.
Provide financial support for various departments and projects.
Prepare ad-hoc financial reports and analyses as needed.
Collaborate with cross-functional teams to ensure accurate financial reporting and compliance. This position pays between $30-$35 depending on experience.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: ****************************************************
Skills and Requirements
-0-5 years total working experience within the financial industry
-Bachelor's degree in Finance, Accounting, or related field
-Strong understanding of financial principles and practices.
-Familiarity with P&L statements, capital expenditures, cash flow, purchase orders, and accounts receivable.
-Proficiency in Microsoft Excel and other financial software.
-Excellent analytical and problem-solving skills.
-Strong attention to detail and organizational skills.
$42k-64k yearly est. 4d ago
Financial & Accounting Analyst
Cancer Specialists LLC 4.3
Finance analyst job in Jacksonville, FL
Cancer Specialists of North Florida
is recruiting a
Financial and Accounting Analyst
for our busy
Specialty Practice
.
The Financial & Accounting Analyst plays a strategic role in driving financial performance, ensuring high-quality financial reporting, and supporting executive leadership through financial planning, analysis, and reporting. This position combines advanced accounting and finance expertise, financial planning, and strategic analysis to support business growth, capital efficiency, and regulatory compliance. Essential duties and responsibilities include the following:
$56k-66k yearly est. Auto-Apply 19d ago
Financial Analyst
American Refrigeration LLC 3.9
Finance analyst job in Jacksonville, FL
Job DescriptionDescription:
The FinancialAnalyst will play a key role in supporting the organization's financial planning and analysis (FP&A) efforts. This position focuses on understanding business performance through key operational metrics, identifying trends, and providing actionable insights that guide leadership decisions. The role emphasizes interpretation, analysis, and communication over technical data modeling.
Key Responsibilities
Partner with operations and leadership teams to analyze performance drivers and financial results.
Develop and maintain recurring analyses and dashboards focused on operational and financial KPIs.
Investigate variances and provide clear explanations for trends in revenue, margin, expenses, and other key metrics.
Create and deliver recurring reporting packages for management review, highlighting key insights and opportunities for improvement.
Support the annual budget, quarterly forecasting, and long-range planning processes with relevant analytical input.
Communicate financial findings in a clear, concise, and actionable manner to non-finance stakeholders.
Collaborate cross-functionally to ensure alignment between operational metrics and financial outcomes.
Requirements:
5 years of experience in FP&A, finance, or a related analytical function.
Strong understanding of financial statements, operational metrics, and performance analysis.
Proficiency with Excel and business intelligence tools for dashboarding and reporting.
Excellent communication skills - able to translate data insights into clear business narratives.
Ability to identify trends, investigate root causes, and make recommendations for improvement.
Comfortable working with large datasets and recurring analysis but focused on interpretation and storytelling rather than raw data manipulation.
Preferred Attributes
Experience in a multi-location or operationally complex organization.
Strong sense of curiosity and initiative to dig into “the why” behind performance trends.
Ability to work independently and prioritize multiple projects in a fast-paced environment.
$39k-59k yearly est. 12d ago
Financial Analyst Senior - Platforms
Dev 4.2
Finance analyst job in Jacksonville, FL
Company DescriptionJobs for Humanity is partnering with FIS to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: FIS
Position Type :
Full time
Type Of Hire :
Experienced (relevant combo of work and education)
Education Desired :
Bachelor of Accounting
Travel Percentage :
0%
Exciting SFA position open to join the Platforms FP&A team supporting the relatively new Platforms and Enterprise Products function at FIS, targeting new and innovative revenue opportunities in Embedded Finance and Banking-as-a-Service. This role will focus on supporting the revenue and related COGs, performing budget, forecasting, and supporting month-end close. Additionally will participate in modeling and analysis of new product and pricing strategies, sales pipeline to revenue report, and other ad-hoc support.
Every day, our teams innovate across the world of finance. We collaborate to work smarter, while making a difference. We believe in diversity and inclusivity, giving a voice to everyone on the team. And we celebrate our success together. If you want to make an impact in fintech, we'd like to know: Are you FIS?
About the role:
As a FinancialAnalyst, you'll have your finger on the financial pulse of the entire organization. Working with a diverse team, you'll be responsible develop, interpret, and implement financial concepts for financial planning and control.
What you will be doing:
• Perform technical analysis to determine present and future financial performance.
• Gather, analyze, prepare and summarize recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts.
• Meet with organizational unit/department managers to discuss and establish timelines and methodologies for completing budgets.
• Research and compile data to forecast and prepare annual and monthly budget projections for a division or similar group of organizations.
• Track revenue and expenses on a monthly basis, comparing actual to forecasted figures and make necessary adjustments.
• Perform economic research and studies in areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.
• Prepare reports for management summarizing results of research, analyses and evaluation of any discrepancies.
What you will need:
• Bachelor's degree is required, Finance or Accounting highly preferred
Minimum 5 years of experience
• Good understanding of generally accepted accounting principles as well as company accounting policies, procedures and standards
• Ability to analyze and solve problems using learned techniques and tools
• Analytical and statistical examination skills
• Demonstrated ability to plan and accomplish work to ensure critical deadlines are met
• Proficiency with Excel; Power B or Tableau preferred
What we offer you:
A career at FIS is more than just a job. It's the change to shape the future of fintech. At FIS, we offer you:
• A voice in the future of fintech
• Always-on learning and development
• Collaborative work environment
• Opportunities to give back
• Competitive salary and benefits
.
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
#pridepass
$64k-87k yearly est. 60d+ ago
Project Valuation Financial Analyst
Vitis Energy, LLC 3.9
Finance analyst job in Saint Augustine, FL
Job DescriptionDescription:
The Project Valuation FinancialAnalyst will play a critical role in advancing the company's pipeline of renewable and dispatchable energy assets by serving as the primary architect of the analytical frameworks that support investment, development, and financing decisions. This position is responsible for building, maintaining, and interpreting complex financial models to evaluate greenfield development, M&A opportunities, and portfolio-level strategies across solar, battery energy storage systems (BESS), and flexible thermal assets. The ideal candidate will possess expertise in project finance, capital structuring, and risk analysis, with a strong understanding of U.S. energy markets and the drivers of asset value. This role will support early-stage development, lead valuation and scenario analyses, contribute to transaction structuring and negotiations, and provide critical insights to inform capital raising efforts, partnership discussions, and corporate strategy. As a cross-functional position, the FinancialAnalyst will collaborate closely with internal development, finance, and executive teams, and will regularly interface with external stakeholders including lenders, and investors.
Requirements:
Project Valuation FinancialAnalyst DUTIES/RESPONSIBILITIES (INCLUDING, BUT NOT LIMITED TO):
Create and analyze financial models to determine project feasibility and financial viability.
Develop, refine, and present financing and valuation strategies to internal leadership, investors, and other key stakeholders.
Work alongside staff to promote rapid execution of financing strategy.
Maximize value and ensure compliance with all financial regulations and standards.
Identify and mitigate financial risks associated with projects.
Lead due diligence efforts associated with new financial opportunities.
Support and pursue new opportunities to add incremental value to the broader organization.
Collaborate with other departments to align project finance strategies with overall business goals.
Prepare and present detailed presentations for internal and external stakeholders.
Conduct regular reviews of project performance and financial outcomes.
Provide insights and recommendations to improve financial performance and project outcomes.
Enhance and standardize internal financial modeling tools, assumptions, and best practices across the organization.
Project Valuation FinancialAnalyst REQUIRED SKILLS/EXPERIENCE:
Experience: Minimum of 2 years of experience in project finance, investment banking, or related fields.
Bachelor's degree in finance, business, economics, or a related field (Master's degree, MBA, or CFA preferred).
Proven track record of leading and executing large-scale project financing deals.
Excellent written, verbal, and interpersonal communication, and presentation skills
Demonstrate a high level of professionalism, integrity, and business etiquette. Ability to communicate effectively with all audiences.
Must be willing to promote a culture of high moral standards, work ethic, work product, and ingenuity.
In-depth knowledge of project finance structures, financial modeling, and risk management.
Excellent negotiation and communication skills.
Strategic thinker with strong analytical and problem-solving abilities.
Ability to work effectively in a multi-entity, fast-paced, dynamic environment.
Proficiency in creating and maintaining complex project pro forma models using MS Excel.
Strong decision-making capabilities.
Ability to build and maintain strong professional relationships.
Results-oriented with a focus on achieving financial goals and objectives.
Experience with renewable and conventional energy project finance, tax equity, or structured capital is strongly preferred
Experience with Python, SQL, or other analytical tools is a plus.
PHYSICAL REQUIREMENTS:
Prolonged periods of sitting at a desk and working on a computer
Must be able to frequently lift or move items up to 10 pounds.
Must be able to occasionally lift or move items up to 25 pounds.
TRAVEL: As required; potential for overnights is < 10%
TYPE OF POSITION: Full time, exempt, on-site (St. Augustine, FL).
$51k-81k yearly est. 7d ago
Financial Analyst
Angel Kids Pa
Finance analyst job in Jacksonville Beach, FL
Angel Kids Pediatrics is looking for a knowledgeable financialanalyst will be responsible for the development of complex financial reports and dashboards to help guide the operations and strategic planning of the practice. The reports may include, but are not limited to, annual operating budgets, forecasting reports, labor reports, monthly volume and financial reports, billing and revenue reports, supply and inventory management reports, and other needed to efficiently run the operations and business. This individual will report directly to the Chief Operating Officer.
Functions and Duties of the position:
Synthesize and understand data pulled from disparate systems;
Develop reporting from data pulled from disparate systems;
Develop reporting dashboard to aid with operational decisions;
Disseminate financial reports / dashboards within indicated time periods;
Interface and collaborate with leadership to review performance and forecast volumes, expenses, revenue, and other financial indicators of performance; and
Other duties and responsibilities requested.
This position is full time and requires an in-office presence at the corporate office.
Position requirements and preferences:
Bachelor's degree required
Master's degree preferred
1-3 years as health care financialanalyst required
More than 3 years preferred
Knowledge of health care financial reporting required
Knowledge and understanding of health care revenue cycle management required
$42k-64k yearly est. Auto-Apply 60d+ ago
Investment Consultant II - Merrill Premium
Bank of America 4.7
Finance analyst job in Jacksonville, 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 prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. 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.
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
Responsibilities:
Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
Deliver exceptional service to clients by answering general account inquiries
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Educate potential and existing clients about investment products, services and trading strategies
Research and resolve client requests
Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
Required Qualifications:
- Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
- Demonstrated passion and interest in financial markets
- Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
- Strong analytical and organizational skills
- Detail oriented, with good follow-up skills
- Strong interpersonal skills
- Ability to multi-task in a dynamic environment
- Requires basic knowledge of the organization, products and/or services
- Requires knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Proven ability to meet and exceed productivity and performance goals
- Must be technologically savvy and able to quickly learn new systems
- Ability to adapt and seek solutions for customers in a fast-paced environment
- Must be flexible to work assigned shift within center hours of operation
- Strong desire for point of call resolution
- Focus on client satisfaction
Desired Qualifications:
- Call center experience is preferred but not required
- Previous Brokerage experience is a plus
- 1+ years of financial industry experience
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Trading
Shift:
1st shift (United States of America)
Hours Per Week:
40
$45k-75k yearly est. Auto-Apply 12d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance analyst job in Jacksonville, FL
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 9d ago
Quantitative Analyst
The Energy Authority 4.1
Finance analyst job in Jacksonville, FL
The Energy Authority is a public power-owned, nonprofit corporation with offices in Jacksonville, Florida, and Bellevue (Seattle), Washington. TEA provides public power utilities with access to advanced resources and technology systems so they can respond competitively in the changing energy markets. Through partnership with TEA, utilities benefit from an experienced organization that is singularly focused on deriving the maximum value of their assets from the market.
SUMMARY
TEA's Corporate Analytics team uses their diverse backgrounds and skillsets to solve highly technical and challenging problems related to energy markets. We are looking for a motivated, self-driven individual to join the Corporate Analytics team as a Quantitative Analyst. In this role, you will develop tools that assist both clients and front office staff in making analytically driven decisions. In addition, this role expects the candidate to assist the Resource Planning team with Integrated Resource Plans (IRPs), and analysis which focus on the mid- to long-term portfolio expansion studies for US-based utilities operating in either an organized or bilateral energy market. You will help drive innovation by developing and maintaining capacity expansion and production cost software models used for long-term planning studies, building your market domain knowledge, and cultivating strong relationships with our external clients and internal stakeholders. This is a high-impact role in which your work will be visible, your contributions will make a difference, and you will contribute to the energy transition that is currently taking place across US energy markets.
What You'll Do:
Design, develop, and implement optimization, statistical, machine learning, and production cost models to support decision-making.
Build and maintain in-house software tools and data pipelines using R, Python, SQL, Excel/VBA, and other programming languages.
Forecast nodal and zonal energy prices across short- and long-term horizons using fundamental simulation models.
Develop and maintain capacity expansion and production cost models used for long-term planning studies.
Model and evaluate the impacts of generation retirements/additions, load changes, market design changes, and transmission expansion .
Deliver production-quality code through the full lifecycle-from R&D through implementation.
Translate client and internal stakeholder challenges into well-defined quantitative questions using sound methodologies.
Provide clear, actionable insights from model outputs to support informed decision-making.
Participate in project scoping, internal and external client meetings, presentations, and ongoing communications.
Review model outputs, recommend enhancements, and collaborate with teammates on improvements.
Evaluate key model assumptions including fuel prices, resource costs, load forecasts, market prices, and transmission constraints.
Provide electric utility and market insights to clients and internal stakeholders.
Mentor team members and contribute to the growth and development of the Corporate Analytics team.
What You Bring to the Team:
Bachelor's or Master's degree in Engineering, Mathematics, Computer Science, Finance, Economics, Physics, or a related quantitative discipline .
3+ years of experience working in or directly with electric utilities preferred.
Strong working knowledge of statistics, probability, finance, and business analysis .
Proficiency in one or more object-oriented programming languages (R, Python, etc.).
Experience working with large datasets , building analytical tools, and extracting meaningful insights.
Strong database and query skills (SQL or equivalent).
Excellent oral and written communication skills.
Ability to manage multiple projects in a fast-paced, collaborative environment.
High attention to detail, strong problem-solving skills, and a proactive mindset.
Preferred Knowledge & Skills:
Experience with energy market modeling tools such as PLEXOS, AURORA, PROMOD, or Dayzer.
Experience with YES Energy, Genscape, ABB Velocity Suite , or similar market data platforms.
Professional certifications such as PE, CFA, PRM (GARP) are a plus.
Prior experience supporting Integrated Resource Plans (IRPs) and long-term planning studies.
TEA Values
TEA employees share a common sense of purpose. When TEA accomplishes its mission, the result is improved quality of life for the citizens and businesses of the communities our clients serve.
TEA employees exceed the expectations of those they serve, deliver services with the highest standards of fair, honest, and ethical behavior, set the standard for service and expertise in our industry, embody a spirit of collaboration, and embrace TEA's founding entrepreneurial spirit by seizing opportunities to deliver value.
If you are self-motivated, driven to deliver excellence, and passionate about your career, TEA is the perfect place for you.
It's YOUR Future. It's OUR Future.
$76k-107k yearly est. Auto-Apply 4d ago
Financial Analyst
Pioneer Data
Finance analyst job in Jacksonville, FL
Candidates must have Credit AND Collections experience. Pharmaceutical Vision Care, a member of Pharmaceutical's Family of Companies, is recruiting for a FinancialAnalyst located in Jacksonville, FL
Key Responsibilities Evaluates accounts on hold, releases held orders and evaluates past due to reduce the risk of bad debt write-off's by contacting customers to secure payment/follow up on overdue balances/resolves issues, and maintain detailed files on all past due accounts
Manage credit limits within policy and procedure guidelines.
Manage incoming customer inquires
Achieve metrics on past due balances while managing 30 Inbound and 50 Outbound phone calls per day and 50-100 orders released per day
Recommend bad debt write-offs and accounts for collection
Evaluate credit risk; approve changes on new account set-ups.
Perform system and process related projects.
Assists customers by researching issues concerning the customer's statements and or invoices.
Ensure adherence to SOX Internal Controls.
Qualifications
Qualifications:
BS/Associate's Degree in Accounting, Finance or Business related major
Minimum of 1 years in Credit Accounting environment and dealing with external customers
Proficiency with Excel, MS Word, Outlook, and other desktop applications, SAP experience preferred
Knowledge of standard and specialized collection procedures
Excellent time management, multi-tasking and organization skills
Customer focus and results oriented.
Empowered, persistent, results oriented
Ability to work in a global team environment
Additional Information
Call Center Experience
$42k-64k yearly est. 60d+ ago
Financial & Accounting Analyst
Cancer Specialists LLC 4.3
Finance analyst job in Jacksonville, FL
Cancer Specialists of North Florida
is recruiting a
Financial and Accounting Analyst
for our busy
Specialty Practice
.
The Financial & Accounting Analyst plays a strategic role in driving financial performance, ensuring high-quality financial reporting, and supporting executive leadership through financial planning, analysis, and reporting. This position combines advanced accounting and finance expertise, financial planning, and strategic analysis to support business growth, capital efficiency, and regulatory compliance. Essential duties and responsibilities include the following:
Full Time Position
Prepare and analyze financial statements, reports, budgeting and forecasting.
Evaluate capital investments, business cases, and strategic initiatives.
Support mergers, acquisitions, divestitures, and due diligence activities.
Analyze financial performance, KPIs, and variances, present insights to executive leadership.
Oversee preparation and review of financial statements in accordance with GAAP.
Provide strategic support and recommendations to executive leadership.
Manage complex accounting areas including revenue recognition, leases, financial instruments, and consolidations.
Conducts accounting & financial audits as requested.
Ensure compliance with regulatory requirements, internal controls, and audit standards.
Coordinate external audits and manage relationships with auditors and regulators.
Develop and maintain accounting policies and procedures.
Identify and assess financial, operational, and compliance risks.
Internal control frameworks and financial governance.
Support enterprise risk management and financial compliance initiatives.
Lead and mentor finance and accounting teams.
Partner with business units to provide financial guidance and decision support.
Communicate financial results and strategic insights to executive leadership.
All other duties as assigned.
Full Time M-F position
Location Address: 7751 Belfort Pkwy, Suite 350, Jacksonville, FL 32256
Education and Experience:
MBA in Finance, Accounting, or related field.
Professional certification preferred (CPA, CFA, CMA, or ACCA).
5-10+ years of progressive accounting experience in corporate finance, accounting, or financial management.
Strong knowledge of accounting principles and financial reporting standards (GAAP)
Experience managing audits and complex accounting issues.
Advanced financial modeling, valuation, and analytical skills.
Experience with ERP systems and advanced Excel/financial tools.
Compensation and Benefits:
Salary is commensurate with experience and qualifications.
Cancer Specialists of North Florida is an "EEO Employer” and “Drug Free Workplace”
$56k-66k yearly est. Auto-Apply 17d ago
Investment Consultant II - Merrill Premium
Bank of America Corporation 4.7
Finance analyst job in Jacksonville, 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 prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. 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.
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
Responsibilities:
Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
Deliver exceptional service to clients by answering general account inquiries
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Educate potential and existing clients about investment products, services and trading strategies
Research and resolve client requests
Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
Required Qualifications:
* Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
* Demonstrated passion and interest in financial markets
* Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
* Strong analytical and organizational skills
* Detail oriented, with good follow-up skills
* Strong interpersonal skills
* Ability to multi-task in a dynamic environment
* Requires basic knowledge of the organization, products and/or services
* Requires knowledge of financial markets and trading strategies
* Excellent verbal and written communication skills
* Proven ability to meet and exceed productivity and performance goals
* Must be technologically savvy and able to quickly learn new systems
* Ability to adapt and seek solutions for customers in a fast-paced environment
* Must be flexible to work assigned shift within center hours of operation
* Strong desire for point of call resolution
* Focus on client satisfaction
Desired Qualifications:
* Call center experience is preferred but not required
* Previous Brokerage experience is a plus
* 1+ years of financial industry experience
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Trading
Shift:
1st shift (United States of America)
Hours Per Week:
40
How much does a finance analyst earn in Jacksonville, FL?
The average finance analyst in Jacksonville, FL earns between $35,000 and $77,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.
Average finance analyst salary in Jacksonville, FL
$52,000
What are the biggest employers of Finance Analysts in Jacksonville, FL?
The biggest employers of Finance Analysts in Jacksonville, FL are: