Finance associate jobs in Bonita Springs, FL - 184 jobs
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Relationship Banker - Six Mile Cypress Financial Center
Bank of America 4.7
Finance associate job in Fort Myers, FL
Fort Myers, Florida
**To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-38k yearly est. 8d ago
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Manager, Finance & Analytics
Mosaic Health 4.0
Finance associate job in Fort Myers, FL
How will you make an impact & Requirements
Compensation:
$93,675.00
to
$117,094.00
$93.7k-117.1k yearly Auto-Apply 14d ago
Finance Manager
Hanania Automotive Group 4.2
Finance associate job in Estero, FL
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.
$68k-93k yearly est. 15d ago
Financial Representative - Naples, FL
Fidelity Brokerage Services 4.2
Finance associate job in Naples, FL
Job Description:Financial Representative
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
The Expertise We're Looking For
Customer service, phone, or financial services experience will prepare you for this role
Banking, insurance, or financial experience is an excellent addition to your experience
We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring
Superb interpersonal skills and passion to engage with clients
An aptitude to assess client needs and identify opportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Being coachable, collaborative, and curious are your "go to" attributes
Our Investments in YouFidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You Deliver
A key member of the team, you are offering support to Fidelity's most valuable clients daily
By identifying leads and making effective introductions, you are directly impacting the success of the branch
Your efforts will be valued by clients and you will find working with those clients a rewarding experience
As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$55k-81k yearly est. Auto-Apply 48d ago
Financial Representative - Naples, FL
Fidelity Investments 4.6
Finance associate job in Naples, FL
Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
The Expertise We're Looking For
* Customer service, phone, or financial services experience will prepare you for this role
* Banking, insurance, or financial experience is an excellent addition to your experience
* We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
* Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring
* Superb interpersonal skills and passion to engage with clients
* An aptitude to assess client needs and identify opportunities
* Remarkable attention to detail and ability to prioritize
* Organizational skills to manage multiple tasks
* Being coachable, collaborative, and curious are your "go to" attributes
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
* A key member of the team, you are offering support to Fidelity's most valuable clients daily
* By identifying leads and making effective introductions, you are directly impacting the success of the branch
* Your efforts will be valued by clients and you will find working with those clients a rewarding experience
* As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Customer Service
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$29k-49k yearly est. 46d ago
Financial Representative
MWA Careers-Fort Myers
Finance associate job in Rotonda, FL
Job DescriptionLaunch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.
About the role
Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.
About Modern Woodmen of America
Modern Woodmen of America is one of the nations largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve a continuous cycle of positive impact.
Our representatives provide financial guidance and products to help members protect their families and their futures.
Our products help fund member programs, including social, educational and volunteer activities that enrich members lives and meet local needs.
Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
Were proud of the impact fraternalism makes. Its what allows Modern Woodmen and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
About you
Show integrity and character.
Demonstrate leadership skills.
Team-oriented.
Focus on results/success driven.
Can or have overcome adversity.
Grow by helping others.
Show volunteer spirit in the community.
Look for self-improvement opportunities.
Enjoy building long-term relationships.
Credible, trustworthy and honest.
Education and training
Modern Woodmens education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or youre just getting started, youll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
Qualifications
Passion for bettering members financial lives.
Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
Benefits and perks
Paid medical and dental insurance.
401(k) retirement plan with company match.
Noncontributory pension plan.
Group term life insurance.
Expense-paid trips, bonuses and other incentives.
Modern Woodmen is an equal opportunity employer.
$28k-53k yearly est. 28d ago
SBA Banker III
Seacoast National Bank 4.9
Finance associate job in Fort Myers, FL
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
* Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
* Call Planning and Follow-Up
* Client Retention Calls
* New Client Prospecting
* Outbound Telephone Calling Efforts
* Networking Events
* Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
* Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
* Source and build new business relationships.
Credit Acumen
* Complete understanding of all business credit facilities including, but not limited to:
* Structuring proper terms and product based on business need, useful life and business growth.
* Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
* Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
* Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
* Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
* Able to balance business needs with customer requests while managing potential risk to the bank.
* Adheres to Seacoast Bank's Code of Conduct.
* Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
* Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
* High School Diploma or equivalent required.
* College degree in a financial related discipline preferred.
* 5+ years of directly related SBA experience preferred.
* 10+ years in business development and/or financial services experience required.
* Demonstrate excellent communication (written and verbal) and interpersonal skills.
* PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above 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 an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
$51k-95k yearly est. 19d ago
Financial Representative
Fort Myers 3.8
Finance associate job in Cape Coral, FL
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.
About the role
Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.
About Modern Woodmen of America
Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact.
Our representatives provide financial guidance and products to help members protect their families and their futures.
Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs.
Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
About you
Show integrity and character.
Demonstrate leadership skills.
Team-oriented.
Focus on results/success driven.
Can or have overcome adversity.
Grow by helping others.
Show volunteer spirit in the community.
Look for self-improvement opportunities.
Enjoy building long-term relationships.
Credible, trustworthy and honest.
Education and training
Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
Qualifications
Passion for bettering members' financial lives.
Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
Benefits and perks
Paid medical and dental insurance.
401(k) retirement plan with company match.
Noncontributory pension plan.
Group term life insurance.
Expense-paid trips, bonuses and other incentives.
Modern Woodmen is an equal opportunity employer.
$27k-40k yearly est. Auto-Apply 60d+ ago
Automotive Finance Manager - Acura of Fort Myers
Group 1 Automotive
Finance associate job in Fort Myers, FL
Acura of Fort Myers
CONSIDER YOUR CAREER WITH US!
INDUSTRY LEADING PAY!
Acura of Fort Myers is part of the fast-growing
Group 1 Automotive
, a leader in automotive retail. We are looking to add a FINANCE MANAGER to our team.
In addition to competitive pay, we offer our associates the following benefits:
Medical, Dental & Vision insurance
Life & Disability insurance
401(k) plan with company match
Paid vacation
Employee Stock Purchase Plan
Employee Vehicle Purchase Program
Professional work environment, with job training and advancement opportunities
Responsibilities
Oversee dealership customer loan origination and approval process.
Establish and maintain strong relations with our lenders.
Recruit, hire and develop associates for the Financial Services Department.
Maintain accurate monthly, quarterly and year-end reports.
Determine the customer's need for financing and explore payment options.
Establish a positive relationship with customers as they are presented with products and services.
Present warranties, credit insurance, GAP insurance and other beneficial products offered by the dealership.
Secure and finalize transactions in a legal and ethical manner while maintaining a high level of productivity.
Meet monthly forecast for finance and insurance income, penetration levels and customer satisfaction.
Accurately prepare all federal, state, and dealer paperwork related to the transaction and submits to the dealership's Accounting Department in a timely manner.
Enhance customer satisfaction during the entire purchase experience.
Supervise the financial services associates to ensure individual and department goals are met.
Demonstrates behaviors consistent with the Company's Values in all interactions with customers, co-workers and vendors.
Qualifications
Three or more years of automotive finance management experience is required.
Must show a proven track record for performance and CSI.
Proficient at operating a personal computer including Microsoft Office: E-mail, Excel and Word.
Ability to work independently and be self-motivated.
Great attitude with a high-energy personality.
Excellent customer service skills.
Professional appearance and work ethic.
Strong attention to detail.
Ability to work well in a process driven environment.
Outstanding communication skills in both verbal and written.
High school diploma or equivalent.
College degree or experience preferred.
Valid driver license in the state that you will work and a good driving record.
Group 1 is a Fortune 250 company that owns and operates automotive dealerships and collision centers in the United States and United Kingdom. We offer our associates a team environment, great benefits and ongoing training and support. If you are alignment with our values of integrity, transparency, professionalism, teamwork and respect - now might be the time for you to accelerate your career as part of the best company in automotive retail. Apply today or refer a qualified friend.
*All applicants must pass pre-employment testing to include: background checks, MVR, and drug testing in order to qualify for employment*
Group 1 Automotive is an Equal Employment Opportunity employer.
Not ready to apply to a position? Sign-up to let us know about your interest in a career with Group 1 Automotive.
$60k-90k yearly est. Auto-Apply 28d ago
Private Client Banker - Midtown at Bonita - Bonita Springs, FL
JPMC
Finance associate job in Bonita Springs, FL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients.
Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adheres to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience in cultivating relationships with affluent clients.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$33k-71k yearly est. Auto-Apply 60d+ ago
Financial Onboarding Specialist
Rentvine 3.8
Finance associate job in Estero, FL
About the role
In this role as Financial Onboarding Specialist play an integral role in the customer's onboarding process to ensure their financial balances are migrated correctly. You will also become an expert in trust accounting within the Rentvine software to assist customers and coworkers with solutions for accounting-based questions.
What you'll do
As the Financial Onboarding Specialist, you will work alongside the onboarding specialists to create a successful and positive onboarding experience for our customers. You will be responsible for assisting customers with gathering their ledger balances within their trust bank accounts as of their predetermined cutoff date. The ledger balance review process will include analyzing financial reports from the customer's current property management software to build the financial balance forward workbook. You will be able to point out mismatches between customers' bank accounts to make best practice suggestions on how to handle this within the Rentvine software. In addition, you will assist customers with bank reconciliations, recording journal entries and bank transfers, recording and releasing security deposits, escrow mismatches, and other common trust accounting procedures.
Qualifications
1 -3 years of experience in Accounting/Finance
Intermediate to advanced technical skills in Excel
Experience in Trust Accounting or Property Management is preferred
Highly detailed oriented and organized with proven accuracy
$44k-73k yearly est. 60d+ ago
Manager Finance Acute Care
NCH Healthcare-Naples Community Hospital 3.8
Finance associate job in Naples, FL
* DEPARTMENT: 18210 - Accounting * WORK TYPE: Full Time * WORK SCHEDULE: 8 Hour Day ABOUT NCH NCH is an independent, locally governed non-profit delivering premier comprehensive care. Our healthcare system is comprised of two hospitals, an alliance of 700+ physicians, and medical facilities in dozens of locations throughout Southwest Florida that offer nationally recognized, quality health care.
NCH is transforming into an Advanced Community Healthcare System(TM) and we're proud to: Provide higher acuity care and Centers of Excellence; Offer Graduate Medical Education and fellowships; Have endowed chairs; Conduct research and participate in national clinical trials; and partner with other health market leaders, like Hospital for Special Surgery, Encompass, and ProScan.
Join our mission to help everyone live a longer, happier, healthier life. We are committed to care and believe there's always more at NCH - for you and every person we serve together. Visit nchjobs.org to learn more.
JOB SUMMARY
The Manager Finance Acute Care is responsible for managing the general financial analysis, operational analysis, financial control, budgeting, and cost accounting for the healthcare system. The Manager Finance Acute Care will demonstrate a track record of accomplishment in financial operations, accounting, forecasting and analysis within an acute care setting. The Manager Finance Acute Care is responsible for the recruitment, selection, training, performance evaluation of their staff and works to directly support managers and senior administration within Acute Care as well as the management and senior administrative team within NCH.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Other duties may be assigned.
* Partners with senior leader to provide financial decision support to the organization.
* Responsible for the development and monitoring of annual operating and capital forecasts for the hospitals.
* Responsible for monthly cost accounting for the healthcare system.
* Responsible for the monthly variance review.
* Developing and defining reports for the healthcare system.
* Responsible for preparation and maintenance of the bi-weekly labor tool.
* Prepares financial analysis on any new product line and lease vs. buy models.
* Partners with leaders to assure attainment of financial goals.
* Responsible for the preparation of the AHA, ACHA, NICA surveys.
* Other duties as assigned.
This is not a remote position. This position will report daily to the NCH Business Office in Naples, Florida.
EDUCATION, EXPERIENCE AND QUALIFICATIONS
* Minimum of Bachelor's Degree in Accounting, Finance, or related field required.
* Minimum 5 years' experience in acute care accounting, finance, or related field OR Master's Degree with 3 years' experience in acute care accounting, finance, or related field required.
* Experience with UKG or Strara preferred.
* Proficient in the Microsoft Office Suite. (Word, Excel, PowerPoint, Outlook)
* Intermediate computer knowledge: Uses Microsoft Word, Excel, Outlook, and Windows.
$66k-77k yearly est. 7d ago
Financial Analyst (FP&A)
Fyisoft
Finance associate job in Naples, FL
FYIsoft offers Cloud Financial Reporting Software. FYISoft is looking for a Financial Analyst for their financial reporting solution. FYIsoft's reporting software deploys in the cloud and supports multiple GLs including Acumatica, Flexi, Microsoft (All ERPs including Business Central & F&O) Sage Intacct & NetSuite and many others.
This position provides opportunities to move into other positions within the Company including:
Presales - Product Representative
Consulting - Implementation Consultant, implementation of our FP&A solutions
Business Analyst-design product specifications for development
Product Marketing-research and analysis of competition
Responsibilities
Financial analysis
Board presentations
Budgeting and planning
Sales support with heavy emphasis on leveraging accounting systems and other software products.
Requirements/Qualifications
BA degree in Finance or Accounting, MBA preferred
Proficient in accounting and financial software
Minimum of 5 years of experience in financial reporting and analysis
Exceptional presentation skills
Excellent communication skills - written and verbal
Previous software experience desired
Proven ability to set goals and meet deadlines
Exceptional self-management and organizational skills
Ability to work efficiently under pressure
Ability to create, build and deliver customized presentation content and interact with C level executives
FYIsoft provides an entrepreneurial environment with excellent benefits including paid holidays and paid time off, a 401(k) Plan with company participation, health and dental insurance, life and disability insurance, and a vision discount plan.
Only candidates under consideration will be contacted. Any offer of employment will be contingent upon positive background check.
$80K - $100K/year commensurate with experience
No phone calls, please. Principals Only.
Drug-free workplace. M/F/V/H EEO
$80k-100k yearly 60d+ ago
Retail Relationship Banker
Bank of Montreal
Finance associate job in Naples, FL
Application Deadline:
01/30/2026
Address:
2375 Tamiami Trail North
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Supports customer transactions needs based on customer traffic.
Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
Appropriate lending qualifications and designations.
Working knowledge of personal and small business customer needs and solutions.
Working knowledge of retail investments and lending products.
Experience in financial services is an asset.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
Passionate commitment to helping our customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Salary:
$41,714.00 - $65,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-65k yearly Auto-Apply 35d ago
Finance Manager
Anderson Automotive Group 4.3
Finance associate job in Cape Coral, FL
Anderson Automotive Group is excited to announce an opportunity to join the leadership team at our newest Toyota point in Cape Coral, Florida. We are seeking a high-performing, team-oriented Finance Manager to help launch and support this brand-new dealership.
This role is ideal for someone who thrives in a fast-paced environment, delivers exceptional guest experiences, and represents our culture of caring and performance.
Responsibilities
Present finance and protection products to guests with transparency and integrity
Build strong lender relationships across a wide financing network
Ensure compliance with all dealership, state, and federal regulations
Partner closely with Sales, Service, and leadership teams to deliver a seamless experience
Maintain accurate documentation, contracts, and funding follow-up
Contribute to the operational launch and long-term success of this new store
Qualifications
Proven experience as an Automotive Finance Manager (Toyota experience preferred)
Strong understanding of F&I products, compliance, and deal structure
Excellent communication and customer service skills
Bilingual (English/Spanish) is a plus
Positive, likable, team-driven personality consistent with AAG culture
Why Automotive:
Career growth: Endless opportunities for career development within our organization, with development programs and training to get you where you want to be.
Stability: Even through these uncertain times, Anderson Automotive Group was able to continue to provide excellence in our communities
Technology: There is no industry more exciting than Automotive. From keyless entry vehicles to electric cars, there is always something new happening in the industry. You can be a part of these exciting changes.
$69k-95k yearly est. Auto-Apply 14d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance associate job in Fort Myers, 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 16d ago
Finance Manager
Gettel Automotive Group 4.2
Finance associate job in Punta Gorda, FL
At Gettel, our associates are our most valuable resource and growth is encouraged through diligence, teamwork & creativity. We offer a variety of training for everyone from Managers to Technicians; Gettel U and the Gettel Edge Program can provide you with the tools needed to take that next step. Above all, we have highest standard of honesty and integrity when conducting business. We are committed to an environment where the customer is always treated with respect and dignity... If you have an interest in automotive and a desire to develop a career in the industry, apply today!
What We Offer
Medical, Dental & Vision Insurance
Life Insurance
Health Savings & Flex Spending Accounts
Short & Long Term Disability
401K Plan
Holiday Pay
Personal & Sick Days
Paid Vacation
Paid Training
Growth Opportunities
Flexible Work Schedules
Discounts on products & services
Employee vehicle purchase plans
Saturday Lunches
Accident & Critical Care Plans
Qualifications
GENERAL RESPONSIBILITIES- FINANCE MANAGER
The Finance Manager reports directly to the General Manager and/or the General Sales Manager of the dealership as well as the GAMG Director of Finance.
FINANCE, INSURANCE AND PROTECTION PLAN SALES
The Finance Manager is responsible for presenting customers with available finance, insurance and protection options related to the purchase of their vehicle, and giving excellent customer service to ensure a positive buying experience. Our policy is to treat our associates and customers in the utmost professional, ethical, legal, and courteous manner.
All deals will be delivered using an interview menu selling system. The menu option chosen must be circled and signed by the customer.
Perform a meaningful disclosure of all documents including the term, rate, payment, price and all products sold.
Ensure that all documentation, recording and reporting is done so with 100% accuracy.
Maintain high Customer Satisfaction Index.
Maintain performance results consistent with monthly forecasts.
It is required to have 100% customer interviews at the salesperson's desk.
To protect the dealership and its assets by complying with all state and federal laws and guidelines.
Follow all Federal and Florida Statutes, including but not limited to:
Regulation B (Equal Credit Opportunity Act),
Fair Credit Reporting Act,
Fair and Accurate Credit Transactions Act of 2003 (Red Flags Rules),
Regulation M (Consumer Leasing),
Magnuson-Moss Warranty Act,
Fair Debt Collections Practices Act, Tax Reform Act of 1984 (Form 8300),
Regulation Z (Truth in Lending Act),
Gramm-Leach-Bliley Act ( see Gettel Information Security Policy Manual)
USA Patriot Act (OFAC), and
Adverse Action Notification.
Falsification of any documentation or failure to follow disclosure requirements will result in immediate termination.
Report any company policy and procedure violations to your General Manager.
If you feel your GM does not respond to your concerns, contact your controller. The dealer has an open door policy that applies to all associates.
All deals delivered outside the dealership to include mail-outs, must have signatures notarized to be valid. These deals will be subject to the Florida cooling-off rule and have 3 days to cancel the transaction.
All State approved, regulated or controlled insurance, aftermarket or other services products (VCS, credit life, disability) MUST be sold for the state-filed retail rate that has been supplied to you.
$73k-112k yearly est. 15d ago
Financial Analyst
Reliability Won & Affiliated Companies
Finance associate job in Fort Myers, FL
Job DescriptionDescription:
The Financial Analyst will play a critical role in supporting business operations through financial reporting, data analysis, and coordination with internal teams and external partners. This role requires strong analytical skills, attention to detail, and the ability to manage multiple projects across accounting, reporting, and partner support. The Financial Analyst will collaborate closely with the Accounting, Business Development, and Leadership teams to ensure accurate reporting, streamlined processes, and actionable financial insights.
Key Responsibilities
Financial Reporting & Analysis
Prepare, refresh, and publish financial reports, including weekly revenue summaries and monthly reporting packages for senior leadership.
Develop and maintain Power BI dashboards and financial models, ensuring data accuracy and consistency across systems (PBI, NetSuite, Microsoft Access, Excel).
Create and update financial slides in PowerPoint presentations for senior leadership, integrating data from multiple sources for executive and partner review.
Perform variance analysis, trend identification, and scenario modeling to support business decision-making.
Training Partner Accounting Support
Assist in processing Training Partner (TP) quotes, imports, and purchase orders in NetSuite and related systems.
Maintain and update the tracking of quotes, POs, credit memos, and special pricing arrangements, ensuring accuracy and compliance with internal policies.
Support credit management activities, including monitoring credit stop status and communicating with partners and the Australia business team.
Assist in responding to accounting- and pricing-related partner inquiries, ensuring timely and accurate resolutions.
Business Partner Support
Prepare and distribute quarterly and monthly reports for strategic partners.
Manage partner-related financial tracking, including student survey data, incentive tracking, and discount programs.
Cross-Functional Collaboration
Work with Business Development and regional teams to ensure alignment of financial reporting, pricing, and credit policies.
Support leadership with ad hoc analysis, financial models, and reporting packages to guide strategy and performance monitoring.
Serve as a key contact for financial data integrity and process improvement initiatives.
Requirements:
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or related field.
2-5 years of experience in financial analysis, accounting support, or reporting roles.
Strong technical skills with Excel, Power BI, and financial systems (NetSuite, SAP/Ariba preferred).
Familiarity with financial reporting processes, credit management, and incentive programs.
Excellent communication skills with ability to summarize complex data for diverse audiences.
Strong organizational skills with the ability to manage multiple priorities and deadlines.
MUST have current authorization to work in the U.S. and must not require visa sponsorship now or in the future.
Key Competencies
Analytical Thinking - Ability to interpret data, identify trends, and make recommendations.
Attention to Detail - Ensures accuracy in financial reporting and transaction support.
Collaboration - Works effectively across functions and with external partners.
Problem Solving - Anticipates challenges and develops creative, compliant solutions.
Adaptability - Thrives in a dynamic, multi-tasking environment.
$41k-65k yearly est. 21d ago
Relationship Banker - (New Build) Midtown at Bonita - Bonita Beach, FL
Jpmorgan Chase 4.8
Finance associate job in Estero, FL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Adhere to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$30k-43k yearly est. 60d+ ago
Financial Analyst
Taylor Morrison 4.7
Finance associate job in Bonita Springs, FL
As a Financial Analyst working for Taylor Morrison you will be responsible for working with Finance departmental leaders on Division's financial policies, planning, reporting and controls. Assist in overseeing all financial functions. Will assist in creating functional strategies and specific objectives for the departments and develop budgets/policies/ procedures to support the functional infrastructure.
Job Details
We trust that as a Financial Analyst you will: (responsibilities)
Prepare annual and quarterly budgets, collect, consolidate, and validate budget information from multiple cost centers
Work with the land department for preparation, analysis and validation of proformas on new community opportunities
Prepare monthly Management Accounts, which include cash flow and profit forecast for submission to Regional and Corporate Management
Assist in preparation of monthly consolidated financial results
Prepare various monthly/quarterly analytical reports for management and Corporate finance
Collect and consolidate SBU financial data
Validate financial data
Analyze statistical data for consistency with financial data
Perform ad hoc financial analysis and other duties as needed and/or assigned
Develop and maintain financial report formats
Extensive interaction with Region, Corporate & field to assist them with questions and procedures
You are willing to perform other duties as assigned
What you will need: (competencies, behaviors & attributes)
Analytical
Communication
Detail Oriented
Ethics & Integrity
Prioritization
Team Worker
About you:
3+ years financial/accounting experience required
Experience with investment analysis, with an understanding of Net Present Value, Return on Net Assets, and Internal Rate of Return required
Bachelor's degree in Accounting or Finance required
Extensive experience with Excel
Accounting experience, preferably in the homebuilding, land development or the construction industry
Credit report in good standing
FLSA Status: Exempt
Will have responsibilities such as:
Office or non-manual work, which is directly related to management or general business operations
Act as a primary component of which involves the exercise of independent judgment and discretion about matters of significance
Essential Functions:
Successful job applicants will be able to perform these functions. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.
Report to Division/Corporate Office/Community daily and adhere to schedule
Ability to access, input, and retrieve information from a computer and/or electronic device
Ability to have face to face conversations with customers, co-workers and higher level manager
Ability to sit or stand for long periods of time and move around work environment as needed
Ability to operate a motor vehicle if applicable
Comply with company policies and procedure
Physical Demands:
Must be able to able to remain in a stationary position up to 50% of the time
The ability to frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds
*Taylor Morrison experience and/or successful completion of training program may override required education and/or experience requirement.
Job descriptions are not intended as, nor should be construed to be, exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. They are intended to be accurate reflections of those principal job duties and responsibilities essential for making fair pay decisions about the job.
Benefits of Working With Taylor Morrison
We are looking for dedicated professionals that share our values of putting the customer - and their needs - first. In addition to a great team atmosphere, career development and advancement opportunities, we offer full-time employees an extensive benefits package, to include:
Competitive Compensation
Health Care - Medical/Dental/Visio n/Prescription Drug Coverage
401(k) with Company Matching Contributions
Flexible Spending Accounts
Disability Programs
Employee & Dependent Life Insurance
Vacation & Company Holidays
Tuition Reimbursement
Employee Home Purchase Rebate Program
Home Mortgage Program
Employee Assistance Program (EAP)
How much does a finance associate earn in Bonita Springs, FL?
The average finance associate in Bonita Springs, FL earns between $30,000 and $90,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Bonita Springs, FL