Finance analyst jobs in Port Charlotte, FL

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

Department: IS Informatics Work Type: Full Time Shift: Shift 1/8:00:00 AM to 4:30:00 PM Minimum to Midpoint Pay Rate:$37.72 - $49.03 / hour Description: The AI Business & Financial Analyst serves as a critical bridge between business stakeholders and technical teams. This role is responsible for identifying and articulating business and financial pain points and translating them into actionable automation or AI-driven solutions. The analyst supports the safe and effective adoption of AI technologies by ensuring alignment with business workflows and operational goals. This position requires excellent verbal and written communication, strong analytical abilities, problem-solving skills, a willingness to seek input from others, and effective time management. Serve as a collaborative team member in the areas of work ethic, values, and customer service while demonstrating genuine concern for staff, patients, and the community. Develop and maintain effective relationships and communications with leaders, technical/application teams, and operational stakeholders. Assuming other duties as assigned. Responsibilities of Business and Financial AI Analyst: Liaison & Translation: Act as a liaison between business stakeholders and IS SMEs, translating operational and financial needs into technical requirements for automation and AI solutions. Workflow Optimization: Analyze, document, and optimize business workflows, identifying opportunities for automation to drive efficiency and relieve staff from repetitive administrative tasks. ROI & Value Capture: Evaluate and prioritize automation opportunities based on potential ROI, cost reduction, and impact on operational performance. Develop value measurement plans and track post-deployment outcomes. Stakeholder Engagement: Collaborate with cross-functional teams to gather requirements, document workflows, and ensure alignment with strategic objectives. AI Adoption Support: Support configuration, validation, end-user training, and ongoing performance monitoring to ensure safe, effective, and workflow-aligned business/financial AI adoption. Change Management: Support change management practices to ensure the successful adoption of new technologies. Governance & Compliance: Ensure solutions comply with healthcare regulations (e.g., HIPAA), internal policies, and governance frameworks. Continuous Improvement: Monitor solution performance and user feedback to identify areas for improvement and ensure continued value delivery. Experience: Business analysis, financial systems, or enterprise automation projects are required. An understanding of the AI implementation lifecycle and change management practices is preferred. Familiarity with ServiceNow, Webex Contact Center, Microsoft 365 Office (including Copilot), Infor, Axiom, and other enterprise business systems preferred.

APPLICATION INSTRUCTIONS: Current Ringling Employees - Apply for jobs internally using the Workday "Jobs Hub" App from Global Navigation Menu on Workday Home Page. External Applicants - Click the "Apply" button to complete the external application. The Workday Finance Analyst is responsible for configuring, maintaining, and optimizing Workday Financial Management modules to enhance financial operations, ensure data integrity, and support compliance with regulatory and accounting standards. This position collaborates closely with Business Affairs, IT and Human Resources to improve financial workflows, troubleshoot issues, and develop best practices for financial reporting and system integrations. The ideal candidate will possess a strong understanding of financial processes, Workday functionalities, and system administration. (This role in on-site.) Job Description DUTIES AND RESPONSIBILITIES: Note: The following duties are illustrative and not exhaustive. Responsibilities may evolve based on organizational needs, and similar or related tasks may be assigned as necessary. Management reserves the right to assign additional duties as required. * Workday Financial Management: Configure, administer, and maintain Workday financial modules, including General Ledger, Accounts Payable, Accounts Receivable, Procurement, Banking & Settlement, Business Assets, Expense Management, and Adaptive Planning. * Process Optimization: Analyze, develop, and implement enhancements to financial workflows to improve efficiency and accuracy. Collaborate with stakeholders to identify areas for automation and process improvement. * System Upgrades & Testing: Manage testing, validation, and deployment of Workday system updates and feature enhancements. Ensure that new configurations align with financial policies and compliance standards. * Financial Reporting & Compliance: Develop, oversee, and validate financial data within Workday to support compliance with regulatory requirements and internal standards. * Training & Support: Provide end-user training and ongoing support for financial processes within Workday. Develop and maintain documentation for financial workflows, processes, and system configurations. * Cross-Functional Collaboration: Serve as a liaison between Business Affairs, IT, HR, and external vendors to troubleshoot system issues, manage integrations, and implement financial reporting solutions. * Data Integrity & Security: Conduct regular audits of financial data to ensure accuracy, proper classification, and compliance with security protocols. * Other Duties: Perform other responsibilities as assigned, including assisting with special financial projects and continuous improvement initiatives. KNOWLEDGE, SKILLS, AND ABILITIES: Note: The following knowledge, skills, and abilities are representative but not exhaustive. Candidates may be expected to demonstrate additional competencies relevant to the role. Meeting the listed qualifications does not guarantee job placement or advancement. * Strong knowledge of Workday Financial Management modules, including Adaptive Planning. * Ability to apply accounting principles and financial reporting standards (GAAP). * Experience with system administration, business process configurations, and security settings within Workday. * Proficiency in financial data analysis and reporting tools within Workday, including Workday Report Writer and Workday Prism. * Excellent problem-solving skills with the ability to assess complex financial and system-related challenges. * Strong attention to detail and ability to ensure accuracy in reporting. * Ability to collaborate effectively across departments, including Finance, IT, HR, and external vendors. * Excellent written and verbal communication skills, with the ability to explain technical concepts to non-technical stakeholders. * Ability to manage multiple projects, prioritize work, and meet deadlines in a fast-paced environment. Education and Experience Minimum: * Bachelor's degree in a relevant field. * Three years of experience in financial information systems management. * Experience configuring and maintaining Workday Finance management modules. Preferred: * Workday certifications in Procure-to-Pay, Record-to-Report or Integrations. * Experience in higher education or non-profit financial management. * Familiarity with Workday Human Capital Management (HCM) and Student modules. * Background in financial data analysis and reporting. Ringling College of Art and Design is an Equal Opportunity Employer. The College provides equal employment opportunity to all persons without regard to sex, age, gender, color, race, national or ethnic origin, religion, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information, or any other basis prohibited by law.

Develop and implement financial systems, processes, controls and procedures for accounting functions. Coordinate and supervise activities of the accounting department. Prepare employees for greater responsibility by involving them in different areas of the department. Provide financial information to operating management in a routine and timely manner. Serve as a backup for the Payroll Accountant when needed. Develop and submit requested reports in a timely fashion that assists in the analysis of the business. Prepare and distribute daily revenue, cash and census reports. Assume responsibility for developing and achieving budget targets for the department and the facility. Monitor the expenditures of the facility to maintain compliance with the budget. Operate within the confines of the annual budget as adjusted for volume. Monitor daily deposits and reconcile with G/L posting to assure accuracy of daily reporting and facilitates month end processing and reconciliation. Organize and coordinate activities of the accounting departments as they pertain to the preparation of monthly financial statements and month end close.

Working Title: BUDGET ANALYST I - 22010982 Pay Plan: State Courts System 22010982 Salary: 61,515.60 Annually Total Compensation Estimator Tool Budget Analyst I Job Location Judge Lynn N. Silvertooth Judicial Center Position Number 010982 Position Type Full-time, Monday-Friday Position Available Immediately (open until filled) Salary $5,126.30 monthly (non-negotiable); State employees are paid on the last workday of each month. The successful candidate will be hired at the minimum salary. Benefits include membership in the Florida Retirement System and a generous contribution by the State to health insurance premiums. Job The Budget Analyst position is responsible for preparing and maintaining budget reports which include data entry; monitoring revenue and expenditure tracking; receiving, reviewing and processing vendor invoices; processing all checks and ACH deposits received; maintaining vendor records; maintaining multiple supply rooms and storage areas to ensure goods/supplies are available for internal customers; acting as Circuit purchasing card coordinator; responsible for all circuit travel which includes State Travel Management System (STMS) and County travel, plus other duties as assigned by the Administrative Services Manager. Essential Duties * Acts as State and County travel contact for the circuit utilizing the STMS system for processing travel reimbursements and responsible for Circuit training and assistance with the STMS and County systems. * Acts as the circuit's purchasing card coordinator and is responsible for the monthly collection and reconciliation of purchasing card packets. Back up purchasing card holder for County purchases. * Runs weekly budget reports and verifies all transactions are recorded and match records. Reviews transactions to ensure there are no budget variances and spending does not exceed or fall short of the budget. * Processes invoices including handling inbound vendor invoices, data captures, validations, approvals, and payment and final recording for tracking and auditing purposes. Qualifications A bachelor's degree in finance, accounting, business, public administration, or a closely related field from an accredited four-year college or university may be substituted for the recommended years of experience. Relevant experience may substitute for the recommended educational level on a year-for-year basis. Three (3) years of related work experience is preferred. Apply Interested applicants must submit a current State of Florida Application to the Human Resources Manager of the Twelfth Judicial Circuit. A cover letter and current resume are encouraged. Application materials may be submitted electronically (preferred) or via mail delivery. Career Opportunities Email: ********************* Twelfth Judicial Circuit Human Resources Manager P.O. Box 48927 Sarasota, FL 34230 Fax ************* If you do not submit a State of Florida application, you will not be considered. If you have submitted a State of Florida application directly to the Twelfth Judicial Circuit within the past 12 months, please indicate - you will not be required to submit a new application. The successful applicant will be subject to a Criminal Background Check. The Florida State Courts System is a criminal justice agency. We are an equal opportunity employer. We do not discriminate on the basis of race, religion, sex, age, national origin, or disability. If you need an accommodation in order to participate in the application or selection process, please call ************. Pursuant to 110.205(2)(c) of the Florida Statutes, employment with the State Courts System is not covered under the Career Service System and all employees of the State System serve at the pleasure of the appointing authority and do not attain tenure rights. The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace. Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation. The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act. Location:

Job ID#: 214418 Job Category: IT/Technical Associate - W2 Duration: 52 Shift: 1 Positions Available: 3 **PDS Defense, Inc. is seeking a Remote Reporting Analyst - SAP Employee Central Payroll & Finance.** **Pay Rate: $50/hr** **Job Description:** As a Reporting Analyst you will work directly with the Payroll Reporting Manager to deliver accurate, timely, and compliant payroll-finance reports that power data-driven decision-making across a global workforce. **In this rewarding position, you will:** Report Development & Maintenance - Design, build, test, and deploy SAP ABAP reports, SAP BW queries, and visualizations in PowerBI/Tableau that meet functional and regulatory requirements. - Create and maintain batch job specifications and data extraction routines for payroll/finance reporting. Data Validation & Quality Assurance - Perform reconciliations of payroll and finance data sources, flagging and resolving discrepancies. - Implement automated validation scripts (e.g., using AI, RPA, or SAP's data quality tools) to reduce manual effort and improve accuracy. Requirement Gathering & Documentation -Partner with functional payroll, HR, Finance, and IT stakeholders to capture detailed reporting requirements. -Document data lineage, business rules, and report specifications in a centrally accessible repository. Compliance & Governance -Ensure all reporting outputs comply with internal governance standards, GAAP/IFRS accounting principles, and external regulatory mandates (e.g., tax reporting, GDPR/CCPA). Continuous Improvement & Innovation - Identify opportunities to streamline reporting processes, introduce AI/ML-based anomaly detection, and enhance data visualizations. - Contribute to the team's agile ceremonies (sprint planning, retrospectives, daily stand-ups) to keep work aligned with roadmap milestones. - Identify and resolve pay roll reporting discrepancies and issues, ensuring business requirements are met **Basic Qualifications :** - 3-5 years of hands-on experience developing and maintaining payroll/finance reports in SAP environments (ABAP, SAP BW, SAP BusinessObjects) and at least one modern BI tool (PowerBI, Tableau, Qlik). - Proficient in SAP ABAP report programming and data extraction (IDoc, OData, CPI). - Strong SQL/SQL-script knowledge. - Familiarity with data-visualization best practices and dashboard design. - Ability to translate complex business requirements into precise technical specifications and to perform root-cause analysis of data discrepancies. - Experience working in Scrum/Agile teams, participating in sprint ceremonies, and managing backlog items. - Excellent written and verbal communication; capable of presenting technical information to non-technical audiences. **Desired skills :** - SAP SuccessFactors Employee Central Payroll or SAP ABAP certification. - Experience with SAP SuccessFactors/EC/ECP - Exposure to global payroll regulations and compliance frameworks. - Experience with robotic process automation (UiPath, Automation Anywhere) or AI-driven data validation tools. - Knowledge of financial reporting standards (GAAP, IFRS) as applied to people-cost accounting. - Prior experience supporting large scale transformation programs Benefits offered to vary by the contract. Depending on your temporary assignment, benefits may include direct deposit, free career counseling services, 401(k), select paid holidays, short-term disability insurance, skills training, employee referral bonus, affordable medical coverage plan, and DailyPay (in some locations). For a full description of benefits available to you, be sure to talk with your recruiter. Job Requirements Minimum Security Clearance: No Clearance **VEVRAA Federal Contractor / Request Priority Protected Veteran Referrals / Equal Opportunity Employer / Veterans / Disabled** To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit ******************************************** or ********************************************* The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: + The California Fair Chance Act + Los Angeles City Fair Chance Ordinance + Los Angeles County Fair Chance Ordinance for Employers + San Francisco Fair Chance Ordinance VEVRAA Federal Contractor / Request Priority Protected Veteran Referrals / Equal Opportunity Employer / Veterans / Disabled

Job Details Sarasota, FL $130000.00 - $150000.00 Salary/year CorporateSenior Financial Analyst Tittle: Senior Financial Analyst - Job Costing & Performance Analytics Reports To: Director of Finance About Ceres EnvironmentalCeres Global is a diversified international enterprise operating across disaster recovery, infrastructure, real estate, and private investments. As part of this platform, Ceres Environmental and Vesta Equity serve as affiliated companies supporting a broad portfolio of domestic and international initiatives. Ceres Environmental is a national leader in disaster response and environmental services, while Vesta Equity focuses on real estate, hospitality, and infrastructure ventures. At Ceres, you'll join a mission-driven organization that values integrity, safety, and innovation. We offer the stability of an established industry leader with the ability of a fast-moving, hands-on team. If you're motivated by meaningful work, eager to tackle complex challenges, and ready to make a measurable impact, you'll find a career here that is both rewarding and inspiring. We are seeking a Senior Financial Analyst to lead job-level financial analysis and cost reporting across a complex and dynamic project portfolio. Based in Sarasota, FL, this is a high-impact role ideal for a seasoned financial professional looking to work within a mission-driven, fast-paced organization with opportunities to grow. While the primary focus will be on Ceres Environmental's operations, this role will also provide exposure to Vesta Equity and other affiliated entities, offering unique insight into both operational and investment-focused initiatives within the broader Ceres Global ecosystem. What You'll Do: Operational Cost Analysis & Reporting Develop and maintain standardized job cost reports across active projects, tracking labor, subcontractors, equipment, fuel, materials, and other direct costs. Analyze actual costs versus estimates, identify cost drivers, and communicate key financial insights to leadership. Monitor project performance across all phases (e.g., debris collection, grinding, final haul-off) Forecasting & Planning Partner with project managers to forecast job profitability and update estimates to complete. Assist in preparing job budgets and regional forecasts, particularly during mobilization phases. Monitor burn rates, overhead allocations, and percent-complete progress. Cross Department Collaboration Coordinate with accounting, operations, and project controls to ensure accurate cost tracking and job setup. Help improve financial data flow between systems such as Vista (ERP), Paycom (payroll), and field reporting tools. Deliver ad hoc reporting and support ongoing dashboard development. Data Integrity & Process Optimization Ensure labor and equipment data is allocated accurately and in a timely manner. Maintain job-level financial models and dashboards using Excel and/or Power BI. Identify opportunities to improve reporting speed, accuracy, and operational usability. What We're Looking For: Bachelor's degree in finance, Accounting, or a related field (MBA or CPA preferred) 8+ years of experience in FP&A or project accounting, ideally in construction, infrastructure, or environmental services Deep understanding of job costing principles and project-based financial reporting Advanced Excel skills: familiarity with Power BI and Vista/Viewpoint ERP preferred Strong communication skills with the ability to collaborate across functions and levels What Sets This Role Apart Join an international enterprise with cross-functional exposure to both operations and investments Gain visibility into the executive decision-making process and support strategic initiatives Collaborate with both Ceres Environmental and affiliated companies like Vesta Equity Thrive in a fast-paced, entrepreneurial environment that rewards initiative and insight Preferred Attributes Familiarity with FEMA/DOT billing or government-funded project structures Experience supporting decentralized or field-based operations Self-starter with strong attention to detail and the ability to prioritize independently Long-term interest in developing within a growing, multi-entity organization Ceres Environmental is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, sexual orientation, gender identity, national origin, religion, disability status, or protected veteran status.

HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting and business consulting firm. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth. Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family as our newest Financial Advisor. QUALIFICATIONS Bachelor's Degree in business or finance. 4+ years' experience as a personal financial advisor/planner Industry related professional designations such as CFP preferred The ideal candidate will possess the Series 65 & insurance licenses This individual will be highly motivated with a strong desire to succeed. Excellent organizational, communication, interpersonal, and computer skills required. RESPONSIBILITIES Developing comprehensive, fee-based personal financial plans for individuals and families. Providing various investment advisory services including proposal development, asset allocation modeling, etc. Some trading and rebalancing of client portfolios. Meeting with clients individually or on a team basis with an HBKS partner to review financial and investment plans. Responding to various client service requests throughout the year. Helping the firm grow through acquisition of new clients and retention of existing clients. BENEFITS WE OFFER: Competitive Compensation Lucrative New Business & Employee Referral Bonuses Anniversary Bonus Open Paid-time-off policy for professional staff We provide a flexible work environment to offer work/life balance. 401(k) plan with company match and profit sharing Medical, dental, and vision insurance Company Paid Life Insurance Affordable Short- & Long-Term Disability Insurance Affordable Accidental and Critical Illness Insurance 10.5 Paid holidays Disability Insurance Tuition Reimbursement Annual Performance Reviews And Much More… HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Job Details Coconut Point Honda - Estero, FLDescription Are you a seasoned finance professional with a passion for driving excellence in a dynamic automotive environment? Hanania Automotive Group is seeking a Finance Manager to lead our finance and insurance operations with a focus on innovation, regulatory compliance, and exceptional customer service. This role offers an exciting opportunity to apply your leadership skills and financial expertise in a fast-paced, rewarding setting. What we offer for your talent: A performance-based commission structure and incentives for your extraordinary skills and knowledge. A comprehensive benefits package, including health, dental, voluntary benefits starting the month following your hire date, with attractive retirement plans. Ongoing training and development opportunities to fine-tune your skills. A work culture that celebrates diversity, creativity, and innovation. Exclusive employee discounts on vehicle purchases, parts, and services. Duties & Responsibilities: Insurance & Financing Sales: Sell insurance and financing products to customers, tailoring solutions to meet their needs and enhance their buying experience. Title Laws & Registration: Maintain full proficiency in title laws and the registration process to ensure accurate and compliant documentation. Compliance: Ensure all deals comply with local, state, and federal guidelines, maintaining a high level of regulatory adherence. Deal Management: Accurately desk deals, submit them to lenders for approval, make credit decisions, and close deals effectively. Finance Relationships: Establish and maintain strong working relationships with multiple finance sources, including manufacturers. Documentation & Delivery: Prepare and review paperwork and contracts, ensuring all deal packages are complete and properly documented before submission to lenders. Audit: Conduct post-sale audits of team deals to verify accuracy and compliance. Funding: Ensure the expeditious funding of all contracts, facilitating smooth financial transactions. Upselling: Promote vehicle service contracts and aftermarket items to enhance customer satisfaction and dealership profitability. Additional Duties: Perform other duties as assigned to support dealership operations and objectives. Qualifications What we need from you: High school diploma or equivalent required; further education preferred. Minimum of 2 years' experience in automotive finance management. Excellent communication, negotiation, and presentation skills. Strong interpersonal skills and a confident, professional demeanor. Ability to work with sales teams and manage multiple tasks effectively. Proficiency in math and computer applications, including Microsoft Office. Must pass pre-employment background and drug screening. and start your fruitful career with Hanania Automotive Group! An Equal Opportunity Employer Hanania Automotive Group is an equal opportunity employer and administers all personnel practices without regard to race, color, religious creed, sex, gender, age, ancestry, national origin, mental or physical disability or medical condition, sexual orientation, gender identity or expression, marital status, military or veteran status, genetic information, or any other category protected under federal, state, or local law.

Full-time Description The Financial Controller reports to the Managing Partners; the Financial Controller is responsible for all the financial and fiscal management aspects of the various companies and their operations. Provide leadership forecasting and coordination in the administrative, business planning, accounting, auditing monthly closeout and reconciliation payables and receivables, payroll, creating and updating financial plans, budgets and cashflow projections of the companies. Excellent communication, organizational, multi-tasking, interpersonal and team skills are a must. Requirements Duties/Responsibilities: · Create, coordinate, and evaluate the financial programs and supporting information systems of the company to include budgeting, tax planning, real estate, and conservation of assets. · Oversees, directs, and coordinates business practices and financial operations. · Analyzes costs, operations, and forecasts data on services and program activities in coordination with Partners and upper management. · Responsible for timely and accurate analysis of budgets, financial reports and financial trends in order to assist key stakeholders inclusive of Growth and Strategy division in making crucial decisions related to business development and growth of each service line. · Ensure compliance with local, state, and federal budgetary reporting requirements. · Oversee the approval and processing of revenue, expenditure, and position control documents, department budgets, mass salary updates, ledger, bank statement reconciliation, account maintenance, account payments and data entry. · Prepare financial statements, financial reports, financial analyses, financial forecasting and bonus and dividend distributions for the CPA to review · Work with external CPA to prepare corporate taxes and strategies · Develop and implement finance, accounting, and auditing procedures and maintain appropriate internal control safeguards. · Interact with other managers to provide consultative support to planning initiatives through financial and management information analyses, reports, and recommendations. · Ensure records systems are maintained in accordance with generally accepted auditing standards. · Develop and direct the implementation of strategic business and/or operational plans, projects, programs, and systems. · Analyze cash flow, cost controls, and expenses to guide company expenditures. ·Optimizing capital returns and minimizing costs ·Keeping the third party financing companies and other stakeholders informed · Develop, evaluate and implement Risk Management Plan. Analyze financial statements to pinpoint potential weak areas. ·Maintaining and reviewing internal controls ·Overseeing the financial team · Evaluate, develop and implement comprehensive compensation and benefits plans that are competitive and cost-effective. · Oversee and provide analysis of employee benefits and retirement plans. Experience/Education Required: · Bachelor's Degree in Accounting, Business, Finance or related field required · Master's degree in Business or CPA designation preferred · Thorough understanding of generally accepted accounting principles (GAAP). · Thorough understanding of generally accepted auditing standards. · Prior experience as a CFO or Financial Director preferred · Strong proficiency using Sage Intacct Software is required *Procure *Quickbooks Schedule: 8AM-5PM Monday - Friday - Report to home office located in Fort Myers, Florida; this is not a remote position. Supplemental pay types: Bonus pay Education: Bachelor's (Required) Experience: Accounting: 5 years (Required) GAAP: 5 years (Required) Microsoft Office: 5 years (Required) Sage 5 years (Required)

Finance/Industrial Controller FLSA Status: Salary - Exempt Department: Finance Location: Parcus Medical, LLC - Sarasota, FL Supervisor: CFO MEDACTA INTRODUCTION Medacta is a Swiss-based orthopedic company founded in 1999, renowned for its innovative products and surgical techniques. Notably, they pioneered the Anterior Minimally Invasive Surgery (AMIS ) technique for hip replacements, MyKA™ Kinematic Alignment Platform for knee replacement, and NextAR™ Augmented Reality Surgical Platform for use in shoulder, spine, and knee procedures. Leveraging their extensive orthopedic expertise, Medacta introduced MySolutions technology, which provides surgeons with highly personalized pre-operative planning and implant placement methodologies. Utilizing advanced personalized kinematic models and 3D planning tools, MySolutions enhances surgical precision in hip, knee, shoulder, and spine procedures. Medacta's blend of orthopedic expertise and cutting-edge technology drives continual advancements in the field, enhancing patient care worldwide. POSITION SUMMARY As a Finance/Industrial Controller, you will be responsible for overseeing financial planning, analysis, and reporting related to manufacturing and industrial operations at Parcus Medical, LLC, a Medacta USA affiliate in sports medicine. Acting as a key business partner to both finance and operations teams, you will ensure effective cost management, performance tracking, and strategic financial support to drive business success. You will coordinate closely with Medacta USA CFO, Controller, and Medacta International Manufacturing and Finance personnel on industrial accounting, financial analysis and financial reporting. QUALIFICATIONS Educational Requirements: Bachelor's or Master's Degree in Finance, Accounting, Business Administration, or a related field. Master's Degree - MBA (preferred) Experience Requirements: Minimum 10 years of experience in finance, controlling, or cost accounting within an industrial or manufacturing company. Required Skills and Abilities: Strong knowledge of cost accounting principles, manufacturing processes, and ERP systems. Advanced Excel skills; familiarity with business intelligence tools (Power BI, QlikView, etc.) preferred. Analytical, detail-oriented, and solution-focused with a drive for continuous improvement. Strong communication and interpersonal skills; proven ability to work collaboratively across functions. Financial Modeling, Financial Analysis/Planning & Budgeting, Variance and Profitability Analysis, Business Intelligence, Strong Analytical and Data Gathering Skills, Business Acumen, Self-Starter, Written and Oral Communication Skills, Interpersonal Skills, Mathematical Aptitude, Organization, Professionalism, Project Management, Time Management, Process Improvement, Change Management. High level (Intermediate to Advanced) Microsoft Office Excel skills (i.e. formulas and functions), Word, and PowerPoint. Familiarity with Business Intelligence and data query/data management tools such as Qliksense, Business Objects, Access, SQL Physical Requirements: Sitting: Extended periods at a desk or workstation. Standing and Walking: Occasional movement within the office and in manufacturing plant. Lifting and Carrying: Light to moderate lifting of office materials. Additional tasks may require reaching, manual dexterity, and visual acuity. INTERPERSONAL CONTACTS External: Vendors, tax and accounting consultants, external auditors Internal: Direct Reports, Manufacturing, Purchasing, Finance, Sales Personnel, Marketing, Product Development, Administration, Customer Service, Operations, Medical Education, Clinical Research, Human Resources, and Medacta International Personnel worldwide. Travel requirements: limited travel primarily to Medacta USA and Medacta International Extent of Confidential Information: High Reporting: Financial reporting, budgeting/forecasting and all other required monthly reports are created in Excel with input from reports generated from Microsoft Navision/Business Central, Qliksense, Tagetik, and Report Manager PRINCIPAL DUTIES Prepare, analyze, and report monthly, quarterly, and annual financial results for production, inventory, and operational activities. Manage the cost controlling process-including product costing, variance analysis (materials, labor, overhead), and root cause investigation. Lead the annual budgeting, rolling forecasts, and long-term planning processes for manufacturing/industrial functions. Monitor key operational KPIs (efficiency, yield, waste, resource utilization) and provide insights to management. Partner with plant, supply chain, and operations teams to support cost optimization, process improvements, and investment projects. Support internal and external audits, ensuring compliance with financial policies, internal controls, and relevant accounting standards. Facilitate digital transformation and automation initiatives for reporting and financial analysis. Conduct ad-hoc financial analysis to support strategic decisions, including capex evaluations, make-or-buy studies, and business cases. Participate in inventory counts, asset reviews, and periodic controls within the industrial environment. Prepare/analyze monthly, quarterly financial package on entity revenue, COGS, and fixed costs with root cause variances investigated and explained. Assist MUSA Controller with financial consolidation activities Performs other related duties as assigned. The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Company Summary: TENEX.AI is an AI-native, automation-first, built-for-scale Managed Detection and Response (MDR) provider. We are a force multiplier for defenders, helping organizations enhance their cybersecurity posture through advanced threat detection, rapid response, and continuous protection. Our team is composed of industry experts with deep experience in cybersecurity, automation, and AI-driven solutions. We're a fast growing startup backed by industry experts and top tier investor Andreessen Horowitz. As an early employee, you'll play a meaningful role in defining and building our culture. Get in on the ground floor. We're a small but well-funded team that just raised a substantial round - joining now comes with limited risk and unlimited upside. We are rapidly growing and seeking top talent to join our mission of revolutionizing the cybersecurity landscape. Job Summary: We are seeking a highly skilled and proactive Junior Cybersecurity Analyst to join our Security Operations Center (SOC) team. The ideal candidate will have a strong technical background, with experience in cybersecurity and/or the Google's SecOps platform (formerly Google Chronicle), considered a strong plus. This role is integral to safeguarding digital infrastructure, ensuring rapid detection of threats, and supporting continuous improvement of security processes. Location: This role will require onsite in our Sarasota, FL location. Position Type: Full-Time (either day or night shifts available) Culture is one of the most important things at TENEX.AI-dive into our culture deck at culture.tenex.ai to see how we live it every day, with a deep emphasis on the collaboration and community that only in-person work delivers. This role is for those already in Sarasota, Florida (outside Tampa), or ready to relocate / commute here, where bold innovators ignite cybersecurity revolutions. Escape the overly inflated cost of living and sky-high tax burdens with our incredibly aggressive relocation packages, designed to make the move for you and your family seamless, lucrative, and life-changing-think zero state income tax unlocking your full earning potential! Join us in this sun-soaked paradise, embracing unparalleled personal freedom, a pro-business powerhouse climate, year-round amazing weather, and a very pro-family culture headlined by the nearby master-planned utopia of Lakewood Ranch, boasting top-tier amenities, schools, and community vibes that fuel work-life mastery. Key Responsibilities: Monitor, investigate, and respond to security alerts and events using AI-powered systems and the Google SecOps platform. Execute incident response procedures, including threat containment, eradication, recovery, and root cause analysis. Develop and maintain documentation, create detailed incident reports, and contribute to SOC playbooks. Collaborate with IT, Engineering, and Customer Success teams to enhance customer security posture and integrate new security capabilities. Participate in on-call rotations to address critical security incidents. Experience & Qualifications Bachelor's degree in a related field or equivalent work experience preferred. Strong technical skill in at least one and working knowledge of another of the following: Windows or Linux system administration, Cloud, DevOps, IAM (Active Directory, Cloud IAM, SSO, PKI, etc), network administration, or application development. 1+ years of experience in a SOC or similar security role with hands-on experience in security analytics, threat hunting, or incident response preferred. Hands-on experience with security technologies (e.g., SIEM, EDR, IDS/IPS, firewalls) and working knowledge of security frameworks (NIST, MITRE, etc.) preferred.. Demonstrated interest in applying AI/ML and automation to cybersecurity challenges. Excellent analytical, problem-solving, and communication skills, with the ability to perform well in a fast-paced environment. Preferred Skills Hands-on experience with the Google SecOps or Microsoft Sentinel/Defender platforms. Familiarity with SOAR platforms and cloud environments (AWS, Azure, GCP). Relevant certifications (e.g., CISSP, CISM, CEH). Why Join Us? Work at the intersection of AI and cybersecurity with cutting-edge technologies. Be part of a talented, innovative team with a culture of growth and professional development. Competitive salary, comprehensive benefits, and the unlimited upside of joining a well-funded, early-stage startup. If you're passionate about combining cybersecurity expertise with artificial intelligence and have experience with Google SecOps, we encourage you to apply!

Responsibilities The successful candidate will perform a variety of duties that require a standard knowledge of accounting procedures and principles including: • Maintain integrity and accuracy of cost accounting standards by conducting periodic audits of the system and assumes a lead role in assuring the system integrity. Understand and maintain the standard cost system. Review routers and BOMs for accuracy and adherence to the organization's policy. Update standard costs according to the organization's policy. • Provide financial analysis and assistance to the Accounting Supervisor and the Plant Controller through an in-depth understanding of company accounting policies and practices and business operations. Provide information and assistance to other departments within the organization regarding these financials. Assume role of trainer in the financial matters, policies, and procedures within the organization. • Support monthly closing, the forecasting process and the annual planning process. Lead and perform special projects as needed. • Responsible for yearly standard cost rolls ensuring compliance with corporate procedures and accuracy of evaluation. • Assure accuracy of cost reductions and supply breakdown by project of Material, Labor and Other. Establish strong, active, working relationship with Supply Chain and Manufacturing Engineering functions to facilitate achievement of cost out targets and management of capital spend planning. Report actual and forecast on cost out web data base. • Participate and assist in internal audits. • Support accounting department with training and leadership. • Create and maintain documentation of systems, processes, and procedures used in Standard work. • Participate and assist in annual physical inventory ensuring compliance with corporate procedures and accuracy of physical count. • Understand, develop and review overhead rates to assure accuracy of inventory and costing. • Review and submission of LIFO data per the organization's policy. • Recommend and implement ways of improving the plant operation and financial performance. • Demonstrate a commitment to achieving continuous improvement and total quality in the performance of all assigned duties and around the business. • Performs any responsibilities of all other accounting positions as required. Qualifications Requirements: Bachelor's degree in Business Administration or Accounting/Finance from accredited institution Minimum of 1 year of general accounting/finance experience. Accounting/Finance experience in a manufacturing environment This position requires use of information or access to hardware which is subject to the International Traffic in Arms Regulations (ITAR). All applicants must be U.S. persons within the meaning of ITAR. ITAR defines a U.S. person as a U.S. Citizen, U.S. Permanent Resident (i.e. "Green Card Holder"), Political Asylee, or Refugee. Additional Information All your information will be kept confidential according to EEO guidelines.

The Sr. Analyst - Corporate FP&A plays a critical role in executing analytical and coordination workstreams for Hertz's Corporate FP&A consolidations team. This team is in the center of the action at Hertz, leading monthly reporting, monthly forecasting and annual budgeting cycles. In addition, the consolidations team produces key deliverables including the CFO's close and forecast packages, the CEO's monthly performance package, the CFO's quarterly board presentations, and the annual budget board presentation. The Sr. Analyst will conduct variance analysis, prepare monthly results packages, coordinate and consolidate forecasts, collect risks and opportunities, develop reporting templates, drive system enhancements, and prepare ad hoc analysis. The position requires a sharp analytical mind, attention to detail, resourcefulness, process-orientation, and a strong work ethic. In return, this role provides accelerated exposure to Hertz and finance leadership, exposure to all areas of the company, and the opportunity to work and learn from exceptional finance colleagues in a collaborative environment. What You'll Do: Support Corporate FP&A team in driving the process, preparation, and reporting of the annual global budget, monthly reporting results, and monthly forecast package. Develop and produce high quality analytics and presentation materials for all Board of Directors meetings and other external financial stakeholders, including financial schedules, visuals, and commentary. Assist with coordinating global FP&A processes, including developing and distributing templates, providing communications and status updates, supporting the team calendar, and consolidating financial submissions and outcomes. Prepare accurate and timely analyses to explain global operating results, including variance analysis, bridges, and financial schedules showing financial and operating statistical results. Support quarterly earnings process, including validating transcript and earnings script financial metrics, preparing CFO earnings support binder, and staying connected with Investor Relations to always present forecast relative to analyst consensus. Proactively review work output and continuously improve reporting and analysis, to help communicate deeper insight. Assist with collecting and tracking risk and opportunities to help management understand the range of possible outcomes. Review inputs from division finance for timeliness and reasonableness and look for opportunities to challenge input, not just blindly consolidating. Drive automation, system enhancements, and other process improvements to boost efficiency and free up bandwidth to focus on even more impactful work. Develop and maintain strong business relationships across the broader FP&A, accounting, Investor Relations, and tax teams. Drive day-to-day work with a sense of urgency, accuracy, and resiliency, helping Corporate FP&A continue setting the standard, pace, and collaborative culture for the global FP&A team. What We're Looking For: Bachelor's degree in finance, mathematics, business/economics, accounting, engineering or another highly analytical discipline. 2+ years of corporate, operational, or division FP&A experience, having served in a key individual contributor role in the monthly FP&A reporting cycle On the way to mastery of Excel and clean display of financial schedules Hands-on SME experience and depth in corporate financial system data, Oracle Hyperion/EPBCS experience a strong plus Robust set of personal characteristics required to excel in Corporate FP&A Strong analytical skills, sharp with numbers, business acumen Sense of urgency Strong attention to detail and comfortable with expectations to do that with speed Excellent verbal and written communication skills Curiosity and drive for process and analytics improvements Flexible and adaptable; ability to work effectively in ambiguous situations Strong ownership and desire to see work through to completion Desire to work in our Atlanta or Estero office, at least 4 days a week What You'll Get: 40% off any standard Hertz Rental Paid Time Off Medical, Dental & Vision plan options Retirement programs, including 401(k) employer matching Paid Parental Leave & Adoption Assistance Employee Assistance Program for employees & family Educational Reimbursement & Discounts Voluntary Insurance Programs - Pet, Legal/Identity Theft, Critical Illness Perks & Discounts -Theme Park Tickets, Gym Discounts & more

We are currently interviewing candidates for a full-time Staff Financial Analyst opportunity in Sarasota, Florida. This person will join a team supporting the needs of the Finance Department and Program Managers at our client. Required Qualifications Include: Bachelor's degree in Finance, Accounting, or equivalent and at least two years of related experience. Excellent MS Excel skills Experience with Government cost accounting and the Federal Acquisition Regulations (FAR) would be a plus Knowledge of various contract types (fixed price, cost plus, T&M, IDIQ, etc.) is a plus Knowledge of Government travel regulations (JTF, FTR) is a plus Ability to perform several tasks concurrently with ease and professionalism Must be able to keep client matters strictly confidential Must have excellent interpersonal, and customer service skills, and be detailed orientated Adaptable and willing to learn and progress in career Ability to obtain TS/SCI security clearance required. You must meet eligibility requirements for access to classified information. Responsibilities: Perform budget control, analysis, and reporting. Monitor and track spending over the life of a project. Prepare monthly reports, income/ expense forecasting, track actuals vs. budget, and perform trend analysis. Alerts management to significant variances to plan. Accurately prepare monthly invoices in accordance with contract requirements and company policies & procedures. Maintain invoice files to support DCAA audit requirements. Develop financial plans and budgets. Assists with financial issues, concerns and special projects. Interfaces with management, responding to their requests for financial data. Resolves reporting and compliance issues. Prepares special reports and financial studies for management. Support proposal pricing efforts on ECPs and proposal extensions. Interfaces with vendors and customers as required. Accurately record financial transactions, prepare journal entries, reconcile accounts, and prepare accounting reports. Serve as the company's Travel Administrator ensuring compliance with Government travel regulations. Support Government audits and reviews. Manage company purchasing activities in accordance with company procedures. Under the supervision of the Director of Finance & Contracts and through standard operating procedures, the individual hired will be responsible for financial tracking, reporting, analysis, monitoring, and the recording of financial transactions. May be asked to perform other duties as assigned.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

We are seeking candidates for an open contract position as a Budget Analyst. The position will last for 5 months and has a chance to be renewed. Pay: $23.60\/hour is 5800 Bay Shore Rd, Sarasota, FL •Review requisitions, checking for proper account numbers, quotes, waivers, agreements, specifications and other required information. •Manage the issuance of College purchase orders, change orders and approval of direct pays •Work closely with the Associate Director, Strategic Sourcing\/Contract Manager and Departments regarding current and future requirements and recommend substitutes through value analysis. Consolidate requisitions for like items in order to obtain economies of scale and the benefits of maximum competition. •Evaluate vendor price quotations; open and analyze for award, bid for the purchase of materials, supplies, equipment and services in assigned commodities, taking into consideration all Florida Statutes and BOG\/College Regulations. •Participate in the ITN process as needed •Provide a high level of customer service - answer phones, respond to questions and emails in professional and timely manner. •Work closely with internal customers regarding current and future requirements, specifications, results of price quotations and bids, etc. through open lines of communication and periodic department visits as needed. •Stay current with existing and new policy matters of the State of Florida, Board of Governors and College regarding the acquisition of goods and services and construction projects. •Serve as backup to Associate Director and other Procurement Specialist •Keep up\-to\-date on new products, product cost trends market conditions, and possible improvements of acquisition techniques and procedures. •Perform additional duties as may be assigned by Chief Procurement and Contract Officer and\/or Associate Director of Procurement Services. Policy\-Making and\/or Interpretation Responsibilities. Program Direction and Development: Frequent contact by telephone and email with vendors, and all levels of the College faculty and staff. Manages the issuance of College purchase orders and approval of direct payments to vendors. Statement of Responsibility for Confidential Data Specialized Minimum Qualifications: 3 \-5 years of experience with procurement or related environment Preferred Qualifications: Experience with Ellucian Banner purchasing module or other ERP system. Knowledge, Skills and Abilities \- Problem Solving Interpersonal Skills Written\/Oral Communication Cost Consciousness Ethics Planning\/Organizing Quality Information Technology Knowledge and ability to use MS Word, Excel and Email Knowledge of and ability to use an integrated ERP system Knowledge of accounting principles and business practices Ability to use problem solving skills "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"633654155","FontFamily":"Verdana, Geneva, sans\-serif","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Government\/Military"},{"field Label":"Work Experience","uitype":2,"value":"0\-2+ years"},{"field Label":"Salary","uitype":1,"value":"23.60"},{"field Label":"City","uitype":1,"value":"Sarasota"},{"field Label":"State\/Province","uitype":1,"value":"Florida"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"34234"}],"header Name":"Budget Analyst","widget Id":"365208000000072311","is JobBoard":"false","user Id":"365208000000125003","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":false,"job Id":"365208000007669019","FontSize":"12","google IndexUrl":"https:\/\/coherentstaffing.zohorecruit.com\/recruit\/ViewJob.na?digest=oIwz2wdJbkULaKTprPARFjZwpm4qdeWzGOzmbKrxCRo\-&embedsource=Google","location":"Sarasota","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"ml6q26972b1769bdc41fd886b8676f0a5bc6f"}

Job Details North Fort Myers - North Fort Myers, FL Full Time $48800.00 - $65000.00 Salary AnyDescription 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.

Compensation: $60,000 base salary plus commission Income Growth Opportunity: * Year 1 | $60,000 - $90,000 * Year 3 | $107,000 - $135,000 * Year 5 |$150,000 - $260,000 * Year 10 | $300,000+ Region: Punta Gorda, Charlotte Harbor, Arcadia The Financial Advisor works within an assigned region of credit union branches to acquire new member clients and retain and grow assets. This individual delivers comprehensive wealth management solutions for individuals, families, and business owners. Key responsibilities include executing financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to member clients. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients. An ideal incumbent is highly motivated, and a proven self-starter with the ability to think strategically and work autonomously. Responsibilities * Provide consultation on investment and insurance strategies, including the development of financial plans for member clients * Grow and retain an advisory, brokerage, and insurance book of business * Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships * Acquire, expand, and maintain member client relationships through business development and networking * Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union's core values * Apply product and procedural knowledge to solve member client problems appropriately and efficiently * Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals * Develop and implement wealth management strategies for member clients and determine the best products to support these strategies * Present sound financial recommendations and guidance to member clients * Establish and implement financial plans based on members' financial needs and objectives, while monitoring financial plans and recommending changes * Coach and educate branch staff and internal business partners to identify opportunities * Drive financial education and visibility among branch staff * Partner with branch managers to lead the branch team on action steps to achieve investment results * Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity * Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management. * Meet service level agreements for lead and referral follow up * Create and execute business plan to grow recurring revenue base * Develop, monitor, and manage portfolios and third-party asset managers * Act as a culture champion, aligned with Suncoast's mission and values * Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer's compliance framework * Obtain broker dealer approval on all advertising and communications with the public * Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets * Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise * Attend educational events to increase professional knowledge * Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs Qualifications * • Bachelor's degree in business, finance, economics, or related field * Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.) * Minimum of 5 years of financial planning, investment advisory, or wealth management experience * FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required * FINRA Record (U4) with no unacceptable entries * Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+ * Excellent knowledge of financial and goals-based planning and investment management * Ability to view holistically and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.) * Consultative influence skills with strong active listening and discovery abilities * Strong presentation, sales, and closing skills * Ability to translate and communicate complex concepts and strategies to varied audiences * Ability to digest and distill large amounts of information into summary form * Ability to represent the credit union in a professional manner * Ability to maintain a high level of confidentiality and discretion of all member client information * Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines * Accurate, detail-oriented, and organized with task management * Ability to analyze and resolve difficult and often complex problems or situations * Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators * Strong knowledge and understanding of credit union products, services, policies, and procedures * Strong knowledge and understanding of regulatory compliance * Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties Skills * Customer Service * Networking * Sales Benefits * Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts * Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage * Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO * Community Involvement: Paid Volunteer Hours * Growth: Degree Assistance up to $5,000 per year For more information, including additional benefits, please visit our benefits website at ************************************************ Responsibilities * Provide consultation on investment and insurance strategies, including the development of financial plans for member clients * Grow and retain an advisory, brokerage, and insurance book of business * Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships * Acquire, expand, and maintain member client relationships through business development and networking * Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union's core values * Apply product and procedural knowledge to solve member client problems appropriately and efficiently * Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals * Develop and implement wealth management strategies for member clients and determine the best products to support these strategies * Present sound financial recommendations and guidance to member clients * Establish and implement financial plans based on members' financial needs and objectives, while monitoring financial plans and recommending changes * Coach and educate branch staff and internal business partners to identify opportunities * Drive financial education and visibility among branch staff * Partner with branch managers to lead the branch team on action steps to achieve investment results * Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity * Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management. * Meet service level agreements for lead and referral follow up * Create and execute business plan to grow recurring revenue base * Develop, monitor, and manage portfolios and third-party asset managers * Act as a culture champion, aligned with Suncoast's mission and values * Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer's compliance framework * Obtain broker dealer approval on all advertising and communications with the public * Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets * Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise * Attend educational events to increase professional knowledge * Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs Qualifications * • Bachelor's degree in business, finance, economics, or related field * Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.) * Minimum of 5 years of financial planning, investment advisory, or wealth management experience * FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required * FINRA Record (U4) with no unacceptable entries * Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+ * Excellent knowledge of financial and goals-based planning and investment management * Ability to view holistically and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.) * Consultative influence skills with strong active listening and discovery abilities * Strong presentation, sales, and closing skills * Ability to translate and communicate complex concepts and strategies to varied audiences * Ability to digest and distill large amounts of information into summary form * Ability to represent the credit union in a professional manner * Ability to maintain a high level of confidentiality and discretion of all member client information * Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines * Accurate, detail-oriented, and organized with task management * Ability to analyze and resolve difficult and often complex problems or situations * Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators * Strong knowledge and understanding of credit union products, services, policies, and procedures * Strong knowledge and understanding of regulatory compliance * Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties Skills * Customer Service * Networking * Sales Benefits * Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts * Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage * Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO * Community Involvement: Paid Volunteer Hours * Growth: Degree Assistance up to $5,000 per year For more information, including additional benefits, please visit our benefits website at ************************************************