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  • LATAM Finance Control Senior Manager - Drive Financial Excellence

    American President Lines 4.5company rating

    Finance associate job in Miami, FL

    A global leader in shipping and logistics is seeking a Finance Control Senior Manager for the LATAM region. This role will oversee financial processes and ensure compliance with group standards. Key responsibilities include monitoring cost-effectiveness, managing audits, and developing finance teams. Ideal candidates possess a post-graduate degree in Finance, with significant experience in finance and external audit. Proficiency in English and Spanish, along with analytical skills, are essential for success. #J-18808-Ljbffr
    $70k-92k yearly est. 2d ago
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  • Finance Transformation Consulting Manager

    Auxis 3.8company rating

    Finance associate job in Fort Lauderdale, FL

    Auxis is looking for a strategic Finance Transformation Consulting Manager to join our F&A Outsourcing practice. You will partner with global clients to solve high-value operational challenges, redesigning finance processes and implementing cutting-edge digital technologies. If you are a leader who thrives on driving organizational change and delivering tech-enabled financial excellence, we want to hear from you. 1. Job Summary As a Consulting Manager, you will lead end-to-end finance transformation projects, from strategy and pre-sales to execution. You will act as a trusted advisor to senior executives, managing cross-functional teams to deliver high-quality business cases, shared services strategies, and digital roadmaps. This role requires a blend of subject matter expertise in F&A and the leadership presence to own client relationships and drive organic growth. 2. Responsibilities Strategy & Advisory: Lead the development of finance transformation roadmaps, business cases, and shared services strategies aligned with industry best practices. Team Leadership: Mentor and manage cross-functional teams, ensuring optimal resource allocation and a high-performance culture. Project Execution: Own the end-to-end delivery of complex projects, proactively managing risks, budgets, and stakeholder expectations. Operational Optimization: Guide clients through process optimization (P2P, O2C, R2R), technology adoption, and change management workshops. Growth & Innovation: Identify cross-selling opportunities, contribute to practice methodologies, and stay at the forefront of emerging digital trends (AI, Automation, Analytics). 3. Skills and Experience Must Haves: Education: Bachelor's or Master's in Accounting, Finance, or Business. Experience: 5+ years in Accounting/Controllership or Management Consulting, with at least 3 years leading finance transformation or GBS/Shared Services transitions. Technical Expertise: Deep proficiency in P2P, O2C, and R2R cycles; hands-on experience with SAP or major ERPs (NetSuite, Dynamics 365). Digital Savvy: Proven track record of solving F&A challenges using technology-driven solutions (Automation, AI, Data Analytics). Leadership: Exceptional stakeholder management skills and a history of developing high-performing consulting teams. Nice to Haves: Bilingual (English/Spanish). Experience implementing RPA, BI, or Workflow tools. Relevant Certifications: CPA, PMP, Scrum Master, or Six Sigma.
    $67k-94k yearly est. 1d ago
  • New/Developing Equity Trader- Miami

    SMB Capital 3.8company rating

    Finance associate job in Miami, FL

    SMB Capital is excited to offer a new and unique opportunity for new and developing traders to be a part of our Proprietary Trader Training Program in Miami, FL. We are offering a comprehensive training program for new intraday equities traders and a clear career path. We have created an extended training program to create a clear career path for new traders from entry level trader to Senior Multi-product Trader. New traders will train with dedicated teachers and experienced intraday traders recognized throughout our industry. What is your career path? New traders will spend two years training and trading, developing essential trading skills and building a trading playbook that makes the most sense to them. New traders will also be expected to build competence in quantative trading, starting with simple alerting scripts in python and moving onward to fully-fledged models for diverse trading environments. Then the best traders after two years will have the opportunity to further their training and trade a bigger book. During this next career phase, traders will trade with more size and further develop their technical analysis, risk management, and quant skills. All traders benefit from coaching and mentorship from the firm's partners and senior traders. Our top traders are experts in their unique market niches and are generally multi-product traders, supplementing equities trading with asset classes like equity options, and futures. This is a unique opportunity for those with a passion for trading to receive training from and then trade with experienced pro traders. This training program was developed by Mike Bellafiore, author of the "trading classic" One Good Trade . SMB has been recognized for its outstanding training, and has been invited to train proprietary traders at other desks throughout the world. The partners in this world-class training program are widely sought out by financial and news media outlets for their expertise. Participating partners and senior traders have appeared on CNBC, CNNMoney, and StockTwitsTV, and have been cited in TheStreet.com, SFO Magazine, Financial Times and several other publications. We are looking for individuals with the following characteristics: -Passion for the Markets -Demonstrable History of Success -Entrepreneurial -Focused -Emotionally Disciplined -Great Teammate -Coachable Qualifications BA/BS degree in ... or related field 5+ years experience in ... Experience with ... Effective written and verbal communication Ability to ... US Citizen or Green Card holder Location This position will be located at our new office in Miami, FL.
    $70k-128k yearly est. 60d+ ago
  • Fort Lauderdale Traders

    Seven Points Capital 3.9company rating

    Finance associate job in Fort Lauderdale, FL

    Department Traders Employment Type Full Time Location Florida Workplace type Onsite Compensation Competitive Reporting To Management Key Responsibilities About Seven Points Capital For more information about Seven Points Capital recruitment terms and conditions please click here: ********************************************************************
    $60k-108k yearly est. 60d+ ago
  • Traders Market Desk Executive

    Quantfury

    Finance associate job in Miami, FL

    Type: Full-Time Compensation: $155,000-$215,0000 QF Analytics LLC is a company focused on developing proprietary trading technology and providing strategic marketing support for the global trading platform, Quantfury. Quantfury is a regulated global brokerage, operating in more than 65 countries, with annual client transaction volume surpassing $220 bln. QF Analytics is seeking a skilled professional with extensive experience in financial markets. You will leverage your deep trading industry knowledge and expertise to enhance business and marketing initiatives, driving operational excellence in a dynamic, fast-paced environment. Required Qualifications: 5+ years of experience in trading and investment and/or portfolio management experience within a bank, hedge fund, asset management firm, or similar financial institution. Deep expertise in financial markets, with experience trading multiple asset classes (e.g., equities, bonds, FX, commodities, or derivatives). Knowledge of economic indicators (e.g., GDP, inflation, interest rates) and their impact on financial markets. Exceptional analytical, with meticulous attention to detail and the ability to synthesize complex data under pressure. Excellent written and verbal communication skills. Proficiency in Spanish is strongly preferred What We Offer: Competitive salaries, often better than industry, for comparable roles; Daily premium lunch catering, and keeping the office stacked with fruits and snacks; Comprehensive health benefits plan that kicks in after 90 days of successful employment, including access to exclusive employee discounts; Bonus and incentive programs
    $55k-95k yearly est. 60d+ ago
  • Graduate Execution Trader

    Caleb and Brown Pty

    Finance associate job in Fort Lauderdale, FL

    Who we are: At Caleb and Brown, we're on a mission to connect people to the world of cryptocurrency through education and information. Headquartered in Melbourne, Australia, and now powered by Swyftx, we have grown in the last nine years to become one of the leading cryptocurrency brokerage firms globally. By fostering a culture of crypto experience married with professional services, we are building the bridge to the traditional financial world. We are seeking a motivated and detail oriented individual to join our team as an Execution Trader. Your Role: As a Graduate Execution Trader, you will be a critical part of our Operations Team. Your primary responsibility will be to maintain, and oversee the systems that execute trades across various cryptocurrency venues. This is a hands-on role that requires a deep understanding of market dynamics, execution algorithms, and backend systems. You will be instrumental in ensuring our client's trade requests are executed efficiently, securely and reliably in a 24/7 market environment. The responsibilities will include: Backend order management - Processing of manual order execution, overseeing of automated order execution, oversee liquidity management to ensure orders can process effectively, ensure trade requests fulfil risk criteria before execution. Backend settlements management - Overseeing of client cryptocurrency deposit, withdrawal and address testing requests and assistance in settlement adjustments. Ensure reconciliation alerts from orders and settlements are rectified in a timely manner. Conduct research on digital currency networks to ensure they fulfil our compliance policy before listing. Maintain oversight of listed digital currency token migrations across networks and prepare for any operational changes required. Maintain personal diligence in handling sensitive data to uphold security. Provide blockchain and internal system technical assistance to the broker team and customers Please note this role is not a Proprietary Trading role and will be proudly sitting within our operations department and is not part of our Brokerage Team currently. Please feel free to check out our other opportunities for client facing roles. Requirements About you: 1 - 3 years of professional experience An entrepreneurial, agile, self-starter with initiative and a desire to keep developing every day Strong numerical and quantitative analysis skills Decisiveness with the ability to process complicated information quickly and accurately under pressure A passion for cryptocurrency is highly regarded Benefits Learn from a team of experienced cryptocurrency experts Competitive compensation that recognises experience and impact Hybrid working arrangements designed around trust and autonomy Access to our Fort Lauderdale office for in-office work, where we collaborate and connect locally 0% trading fees with Caleb and Brown
    $55k-95k yearly est. Auto-Apply 42d ago
  • Future Position at rbb

    RBB Communications 4.0company rating

    Finance associate job in Coral Gables, FL

    We always are excited to meet talented communications professionals, even if we don't have an opening that matches your level of experience. We encourage you to apply here to start the conversation and be on our radar for future opportunities.. ** Minimum Qualifications:** - Competed college degree and agency experience. - Excellent written and verbal communication skills. - Strong organizational and multitasking abilities. - Proficiency in various communication tools and platforms. - Ability to work proactively and effectively in a team environment or independently. **Application Process:** If you are a dedicated communications professional eager to contribute to our organization, please submit your application here. We are committed to reviewing all submissions and will reach out when a suitable opportunity becomes available.
    $76k-136k yearly est. 60d+ ago
  • Junior Sales Trader, Latin America

    Act Commodities

    Finance associate job in Miami, FL

    We, and third parties, use cookies on our website. We use cookies to ensure that our website functions properly, to store your preferences, to gain insight into visitor behavior, but also for marketing and social media purposes (showing personalized advertisements). By clicking 'Accept', you agree to the use of all cookies. In our Cookie Statement. you can read more about the cookies we use and save or change your preferences. By clicking 'Refuse' you only agree to the use of functional cookies. Functional Functional cookies ensure that this website can remember information that influences the behavior and design of the website, such as which vacancies are your favorites. Statistics Statistical cookies help us understand how visitors use this website by collecting and reporting data anonymously. Marketing Marketing cookies are used on this site to possibly play videos via YouTube. Also to display relevant advertisements while visiting other websites. Change settings DeclineAccept selected cookies Accept Read more in the cookie statement Vacancies Our departments * Sales Consulting * Research & Development * Marketing * Risk, Compliance & Legal * Recruitment & HR * IT * Finance & Operations ACT CommunityEvents About * ACT as an Employer * Activities Around the World * Interview Process * Frequently Asked Questions 0 Junior Sales Trader, Latin America Ignite your journey Go back * Miami, United States Sales Consulting Apply Junior Sales Trader, Latin America * Miami, United States * Sales Consulting Apply
    $55k-102k yearly est. 20d ago
  • Corporate Finance Associate

    5 Legal

    Finance associate job in Miami, FL

    Job Description A leading international law firm and top 100 Am Law firm seeks two associates to join their Corporate Finance Practice Area in their Chicago, New York, Atlanta, Miami, or Dallas offices. Qualified applicants must have 2-5 years of corporate and transactional experience focused in the Finance & Banking area with excellent writing and analytical skills, along with a strong academic background. Must be admitted to practice in the jurisdiction in which you will be located.
    $39k-70k yearly est. 20d ago
  • Public Finance - Mid-Level Associate - Orlando

    Evans Hiring Partners

    Finance associate job in Miami, FL

    An Am Law 100 Law Firm is seeking a Public Finance Associate for our Orlando office, with three to five years of relevant experience. Ideal candidates will have a background in municipal finance, tax, and securities law, and should have collaborated with governments, underwriters, and banks on municipal finance transactions or have equivalent experience. Qualifications: Credentials: Excellent academic record and strong oral and written communication skills are essential. Experience: Candidates should have meaningful professional experience and a demonstrated ability to take on significant responsibilities in a fast-paced environment. Application Instructions: Interested candidates should submit their resume, cover letter, and J.D. transcript online. Official copies of transcripts are not required.
    $39k-70k yearly est. 60d+ ago
  • Associate, Strategic Finance

    Hut 8 Mining 3.6company rating

    Finance associate job in Miami, FL

    ABOUT HUT 8 Imagine the ultimate destination for those who want to work at the cutting edge of technology, energy, and infrastructure. Hut 8 is on a mission to build and operate some of the world's largest data centers for next-generation computing workloads, including AI, Colocation, Cloud, and Bitcoin Mining. We are proud to offer interesting and challenging opportunities for individuals who want to build teams, solve problems, and make an impact from day one. If you're an ambitious individual looking for a career that is as rewarding as it is challenging, you've come to the right place. ABOUT THE ROLE We are seeking a highly analytical and driven Associate, Strategic Finance to join our team and support the Head of Strategic Finance. This individual will play a key role in evaluating and executing a wide range of strategic and financial initiatives, including financing activities, investment opportunities, joint ventures, M&A, and other bespoke opportunities. The ideal candidate has strong financial modeling capabilities, excellent business judgment, and the ability to work cross-functionally in a fast-paced, high-growth environment. This role offers exposure to Hut 8's highest priority corporate development initiatives and a unique opportunity to collaborate with senior leadership by contributing to, and eventually driving, these strategic and financial decisions. Some of the key responsibilities you should expect are the following: Strategic & Financial Modeling & Analysis Build and maintain detailed analyses and models to support financing and investment decisions. Conduct in-depth analysis of capital structures, financing scenarios, returns profiles, and sensitivity cases. Develop valuation materials and analytical outputs to support executive decision-making, including scenario comparisons, transaction economics, and strategic alternatives analyses. Deal Execution (Financing, Investments, JVs, M&A) Participate in the full deal lifecycle, from initial ideation and strategic evaluation to structuring, diligence, negotiation, and close. Lead financial modeling and valuation work streams, including DCF, comparable analyses, accretion/dilution, integrated operating/financial models, etc. Conduct market, competitive, and financial analyses to inform recommendations. Support creation of deal- and market-related materials for various stakeholders (C-Suite, Board, IC, investors, advisors, etc.). Cross-Functional Collaboration Partner closely with Energy Origination, Data Center Development, EPC, Treasury, Legal, Finance & Accounting, and Executive teams, among others, on transaction execution and ongoing strategic initiatives. Coordinate diligence processes and own key deliverables across internal and external stakeholders. Build and maintain strong relationships with external partners, including banks, lenders, financial advisors, and strategic counterparties, to support ongoing financing, investment, and M&A activities. ABOUT YOU Bachelor's degree in Finance, Economics, or a related field. 1-2 years of experience in investment banking, private equity, corporate finance, or a similar analytical role. Strong financial modeling skills and a deep understanding of corporate finance principles. Highly organized with a keen attention to detail and strong problem-solving capabilities. Strong communication and interpersonal skills, with a desire to grow into a leadership role over time. Demonstrated ability to learn quickly, prioritize effectively, and thrive in a fast-paced, evolving environment. Experience with capital markets or investment banking transactions. Familiarity with treasury management, corporate structuring, or M&A transactions. Passionate about finance, capital markets, and strategic investments. ABOUT THE WORK ENVIRONMENT This role is in office at our corporate headquarters in the Brickell area of Miami, Florida. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. WHAT MAKES HUT 8 A GREAT PLACE TO WORK Hut 8 offers a benefits and wellness program that includes medical, dental, vision, life, and short-term and long-term disability insurance, as well as paid time off. We are proud to invest in building the best team in the industry. At all levels of the organization, we are driven by an entrepreneurial spirit, radical transparency, and relentless growth mentality. At Hut 8, you will have the opportunity to: â–¶ Work with bright, driven peers from a range of educational and professional backgrounds including software development, energy, engineering, entrepreneurship, investment banking, private equity, and management consulting â–¶ Design and pitch new products, services, and other initiatives to a leadership team consisting of serial entrepreneurs and seasoned executives and backed by a board of directors consisting of industry veterans of energy, finance, and government â–¶ Debate ideas and alternatives in a truly meritocratic setting where the learning curve is steep and the lessons come from both senior and junior members of the team â–¶ Build a lifelong network of friends and professional connections at the cutting-edge intersection of technology, energy, and infrastructure
    $36k-61k yearly est. Auto-Apply 22d ago
  • Financial Planning Associate / Paraplanner

    Tobias Financial Advisors

    Finance associate job in Plantation, FL

    Tobias Financial Advisors (TFA) is a fast-growing independent registered investment advisory firm that provides team-oriented, fee-only financial planning, investment advice, and wealth management services to business owners, executives and professionals. We have been recognized as an InvestmentNews Best Places to Work for Financial Advisors (2023, 2024) and as a South Florida Business Journal Best Places to Work. We offer a well-defined career path for both advisory and non-advisory careers, and provide an environment that encourages continuous growth, learning and development. Please visit *********************************************** to learn more about careers at TFA. Financial Planning Associate Tobias Financial Advisors is searching for a Financial Planning Associate. As a Financial Planning Associate, you will be helping our advisory team deliver comprehensive financial planning to clients. You'll be focused on helping them manage their clients, which includes organizing client information, following up with clients, developing planning deliverables, and making preliminary recommendations. This is NOT a sales position. It is a planning and advice-oriented role that will support our advisory team with many aspects of financial planning and wealth management service delivery. This position is a fantastic opportunity for someone looking to start or grow a career in financial planning and wealth management, and who is looking to join a growing and fast-paced financial planning and investment firm. You will gain immediate exposure to many facets of the financial planning and investment management industry, will have access to training and development, and will join a team of professionals who strives to deliver first class service to high-net-worth families and individuals. What you will get to do Assist advisory team on client research, meeting preparations and meeting follow-up. Coordinate with advisory, client service, operations, and investment teams to assign client related tasks and follow up on progress. Prepare financial planning deliverables and analysis including, but not limited to, estate planning summaries, insurance analysis, beneficiary reviews, retirement projections, and investment analysis. Assist in client relationship management by proactively managing and addressing tasks in our planning queue or working on planning projects assigned by the advisory team. Support new client onboarding, including account reconciliation, investment policy creation, and kick-off of retirement planning projections and analysis. Develop prospecting proposals and other materials and analysis as needed to support new business conversations. Support firm's tax planning process to include research and preparation of client income tax plans. Learn and adapt to service needs of various clients in order to answer day-to-day questions. What we seek in a candidate 2+ years of client service or business-related experience Bachelor's degree in business or related field; specialization or graduate from financial planning program highly preferred Experience in wealth management, financial planning, or financial services highly preferred. Demonstrated passion for the Financial Planning profession. Foundations in Financial Planning: Registered Paraplanner designation a plus Ability to identify, meet, and follow through with client needs and requirements. Organized with a strong attention to detail and ethical standards. Ability to think strategically to improve internal client service and planning processes or develop new ones. Commitment to team culture, development, and personal professional growth Benefits offered to you include Competitive health insurance plan with 100% of the cost covered for the employee. Long-term disability, short-term disability, and life insurances offered to all full-time employees at no additional cost. Access to additional group benefits, including dental, vision, legal services, and miscellaneous insurance coverage. Unlimited PTO program Paid parental leave available. Paid learning and development opportunities, including tuition reimbursement. Employee wellness program, which includes financial, emotional, physical and other wellness areas. 401(k) retirement plan with employer contribution and profit sharing Daily healthy snacks and frequent team building lunches, charitable and other activities. *Applicants must be able to pass a background and employment credit check
    $39k-69k yearly est. 51d ago
  • USA CIB Financial Planning & Analysis, Associate

    Banco Santander 4.4company rating

    Finance associate job in Miami, FL

    USA CIB Financial Planning & Analysis, AssociateCountry: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The CIB Financial Planning & Analysis, IC5 manages one or more processes, projects, or procedures within the Financial Planning & Analysis functionality. The incumbent will provide well-analyzed and defined recommendations on process improvements while influencing others regarding the FP&A policies, practices, and procedures. Develops, improves, independently manages one or more processes (reporting, projects, systems, procedures, or products) within the Financial Planning & Analysis structure. Enhances the financial understanding of business lines, products and segments to aid reporting, forecasting and business decision making. Influences others regarding FP&A process policies, procedures, and practices. Recommends industry and peer data sources to enhance reporting with benchmarks to support business cases. Coaches and reviews the work of lower level professional to help execute the financial management function. Implements solutions to existing problems. Delivers well-analyzed financial forecasts to support the businesses strategic direction and budget. Informs and becomes informed via an exchange of facts, statuses, ideas, and issues. Acts as subject matter expert providing functional and technical guidance to team. Acts as a subject matter expert while providing leadership, guidance, and mentorship to other project managers. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Business Administration, Accounting and/or Economics or equivalent field - Required. Master's Degree: Business Administration, Accounting and/or Economics - Preferred. 5+ Years Financial Planning and Analysis in the Banking or Financial Services Industry - Required. Excellent verbal and written communication skills. . Ability to convey a sense of urgency and drive issues/projects to closure. Ability to prioritize and manage multiple projects simultaneously. Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations. . Strong financial analysis, modeling, and problem-solving. . Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills. . Excellent interpersonal skills with ability to build relationships at all levels of management. Excellent leadership skills. . Strong Proficiency in PowerPoint, Excel, Word. . Strong experience in and knowledge of financial planning and analysis. . Ability to multi-task and meet strict deadlines. Ability to effectively communicate complex financial transactions and strategies. Ability to effectively interact with the market, executive management and vendors. Detail oriented with the ability to research, organize and analyze financial data. . Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $86,250.00 USD Maximum: $145,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
    $39k-65k yearly est. Auto-Apply 1d ago
  • Private Client Banker- Parkland - Coconut Creek, FL

    Jpmorgan Chase 4.8company rating

    Finance associate job in Coral 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: **************************************************************** 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
    $61k-128k yearly est. 16d ago
  • ANALYST - CORPORATE FINANCE

    Crm In Davie, Florida

    Finance associate job in Davie, FL

    The Corporate Finance Analyst is responsible for supporting the Corporate Finance, Capital Markets and Treasury functions by providing financial modeling and data analysis. This position will be responsible for building, maintaining and update financial models, carry out data and financial statement analysis, and supporting the negotiation and execution of capital markets transactions. This position requires a high degree of accuracy as the information provided by the Corporate Finance Analyst will be used to support strategic growth initiatives of the company and will be reviewed by senior management. Responsibilities Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources and conduct in-depth fundamental, financial and operational due diligence and analysis on new business forecasts, opportunities, investments and acquisitions Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate other corporate development and investment opportunities Participate in day-to-day deal execution, interacting with senior deal team members, management team, bankers, consultants, JV partners, legal counsel, transaction counterparties and other advisors Support due diligence activities including preparing virtual data rooms, tracking and coordinating the information flow across functional areas of the company, and reviewing and analyze information including the use of 3 rd party tools to provide additional data analytics Prepare descriptive memorandums, management presentations, board presentations, and other materials and collaborate with senior management on presentation materials for ratings agencies, prospective investors, lenders, capital providers, and other key parties Analyze market trends, competition and industry news. This job description reflects the position's essential functions; it does not encompass all of the tasks that may be assigned. Qualifications EXPERIENCE, EDUCATION, AND CERTIFICATIONS A bachelor's degree from a four-year college/university in an analytical and/or business-oriented major (Finance, Business or Accounting) is required. At least one (1) year of work experience in a high-paced environment focusing on qualitative and quantitative analysis. Previous experience in gaming, private equity, investment banking, M&A, strategy consulting firm, corporate finance or corporate development industries is preferred. MBA, CFA or CPA is desirable SKILLS Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, three-statement models and combined pro forma models Knowledge of corporate finance and accounting Experience analyzing company financials Ability to confidently and comfortably interact with a broad spectrum of parties, senior management, operational, legal and technical areas of the company, and external parties including partners, financial institutions, legal counsel and others in a professional and mature manner Deeply analytical and thoughtful in analyzing a company's financials and growth prospects. Exceptional Excel/modeling/forecasting skills are essential, as is advance knowledge of Word, PowerPoint and Outlook. Must have strong understanding of accounting, valuation, and financial statements Must be a VERY organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment Self-motivation and strong work ethic are vital. Must maintain robust multitasking abilities, service-oriented personality, be stress resistant, and possess an intellectual curiosity with an investigative mind Understanding of worldwide gaming markets, performance and regulations. Multiple language abilities a plus; fluency in English required. Must possess strong communication and listening skills, excellent speaking, reading and writing. Comprehend and use technical or professional language, either written or spoken, to communicate complex ideas. Ability to effectively pitch and present information in one-on-one and group situations to media, customers, clients, partners and other employees of the organization. Ability to perform complex quantitative calculations or reasoning using algebra, geometry, statistics, or abstract symbols. Ability to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information and deal with abstract variables for unique or unfamiliar situations. Strong organizational skills. Technology savvy. We can recommend jobs specifically for you! Click here to get started.
    $47k-75k yearly est. Auto-Apply 15d ago
  • Jr. Private Banker

    Itau 3.6company rating

    Finance associate job in Miami, FL

    Duties & Responsibilities • Support the expansion of the private banking business by generating and following up on leads with existing and prospective clients, and assessing & delivering on their overall banking, investment, and wealth planning needs • Identify and deliver appropriate banking products & services demonstrating simplicity, guidance, knowledge, and experience, after conducting an in-depth client needs assessment and analysis • Work collaboratively with the investment & advisory team, product experts and other business areas in order to maximize the client experience, engender trust and cooperation, identify synergies and referral opportunities, and maximize the depth of the product & service platform offered to current and prospective clients. • Meet and exceed client expectations by consistently providing exceptional customer service in a professional, positive, thorough and timely manner. • Demonstrate a proactive attitude by providing clients with thoughtful and relevant information and insight • Develop and maintain a disciplined approach to sound account management practices by conducting rigorous account reviews on a consistent basis • Maintain required documentation of the book (W8, KYC updates etc.) • Efficiently manage client communication, including business travel plans • Identify sources for prospects, defining a methodology to maximize client acquisition efforts • Compliance with BSA/AML laws, rules, regulations and the bank's BSA/AML policies and procedures . Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau's related policies and procedures. Qualifications • Bachelor's degree in business administration or related field • FINRA Series 7 required • Demonstrated knowledge of private banking investments, products and services • Superior sales and relationship management skills • Outstanding analytical and organizational skills • Exceptional interpersonal and influence management capabilities • Superb oral & written communication skills • Ability to work well with multiple teams • Fluency in Spanish and English
    $44k-96k yearly est. 60d+ ago
  • Corporate Financial Analyst

    Warehouse Goods LLC 3.7company rating

    Finance associate job in Boca Raton, FL

    Job DescriptionDescription: We are seeking a Corporate Financial Analyst to support financial planning, reporting, and treasury analysis in a public-company environment. This role will work closely with Finance, Treasury, Accounting, and Investor Relations to deliver high-quality financial analysis, support SEC reporting, and evaluate capital allocation decisions related to both fiat and digital assets. The ideal candidate combines strong corporate finance fundamentals with comfort analyzing crypto-related balance sheet activity under public-company accounting and control standards. Financial Planning & Analysis (FP&A) Prepare and maintain financial models supporting budgeting, forecasting, and long-range planning Analyze operating expenses, liquidity, and capital structure impacts Support scenario analysis related to market volatility, interest rates, and digital asset price movements Partner with functional leaders to track performance against financial targets Treasury & Digital Asset Analysis Analyze treasury positions including cash, marketable securities, and digital assets Support evaluation of capital allocation strategies, including asset acquisition, custody, and liquidity management Monitor digital asset valuation, impairment considerations, and accounting impacts under US GAAP Assist in assessing counterparty, custody, and liquidity risks related to digital assets Public Company Reporting & Controls Support quarterly and annual SEC filings (10-Q, 10-K, earnings materials) through financial analysis and tie-outs Assist with management reporting, variance explanations, and earnings support schedules Ensure analyses align with SOX controls, internal policies, and audit requirements Coordinate with Accounting on close processes, journal support, and disclosure requirements Investor & Management Support Prepare analytical materials for senior management, Board presentations, and Investor Relations Support earnings preparation, including KPI analysis and financial narratives Respond to ad-hoc analytical requests related to market conditions, capital markets activity, or treasury strategy Other duties as assigned by manager or designee. Requirements: Bachelor's degree in finance, Accounting, Economics, or related field 2-5 years of experience in FP&A, corporate finance, investment banking, or public accounting Strong financial modeling and Excel skills Solid understanding of US GAAP and public company reporting requirements Experience working with quarterly closes and tight reporting timelines Experience at a publicly traded company or Big 4/public accounting background Exposure to treasury functions, capital markets, or balance-sheet-heavy businesses Familiarity with digital assets, crypto accounting, or financial instruments CPA, CFA, or progress toward certification
    $52k-86k yearly est. 3d ago
  • Sales Mananger

    Brickell Motors-Audi 4.0company rating

    Finance associate job in Miami, FL

    Brickell Mazda, a distinguished member of the Murgado Automotive Group, is renowned for delivering top-quality vehicles and exceptional customer service. We pride ourselves on our commitment to excellence, integrity, and creating a positive work environment. Our team is passionate about the automotive industry and dedicated to providing an outstanding experience for both our customers and employees. We are currently seeking an experienced and dynamic Sales Manager to lead our sales team and drive the success of our dealership. Position Overview:As the Sales Manager, you will oversee the sales department, develop strategies to achieve sales targets, manage and mentor the sales team, and ensure an outstanding customer experience. You will play a pivotal role in fostering a high-performance sales culture and maintaining our dealership's reputation for excellence. Key Responsibilities:Leadership & Management:Lead, mentor, and motivate the sales team to achieve individual and team sales targets.Conduct regular sales meetings, performance reviews, and training sessions to enhance team skills and performance.Recruit, hire, and onboard new sales staff as needed.Sales Strategy & Execution:Develop and implement effective sales strategies to maximize vehicle sales and profitability.Monitor market trends, competitor activities, and customer preferences to adjust sales approaches.Set and track sales goals, ensuring alignment with dealership objectives.Customer Experience:Ensure a high level of customer satisfaction by overseeing the sales process from initial contact to final sale.Handle high-profile customer interactions and resolve any escalated customer issues.Foster long-term customer relationships and encourage repeat business and referrals.Operational Management:Oversee daily sales operations, ensuring compliance with company policies and procedures.Manage inventory levels in coordination with the parts and finance departments.Collaborate with marketing to develop and execute promotional campaigns and events.Reporting & Analysis:Prepare and present regular sales reports, analyzing performance metrics and identifying areas for improvement.Utilize dealership management software (DMS) and CRM tools to track sales activities and customer interactions. Qualifications:Experience:Proven experience as a Sales Manager or in a similar leadership role within the automotive industry.Demonstrated success in achieving and exceeding sales targets.Skills:Strong leadership and team management abilities.Excellent communication, negotiation, and interpersonal skills. Bilingual preferred- English & Spanish Strategic thinker with the ability to develop and implement effective sales strategies.Proficiency in dealership management software (DMS) and CRM systems.Strong analytical skills to interpret sales data and make informed decisions.Education:High school diploma or equivalent required; a degree in Business, Marketing, or a related field is preferred.Other Requirements:Valid driver's license with a clean driving record.Ability to work flexible hours, including evenings and weekends as needed. Benefits:Competitive Compensation: Attractive base salary with performance-based bonuses and incentives.Comprehensive Benefits: Health, dental, and vision insurance, 401(k) plan with company match, paid time off, and more.Career Growth: Opportunities for professional development and advancement within the Murgado Automotive Group.Employee Discounts: Significant discounts on vehicle purchases, parts, and services.Supportive Environment: A positive, team-oriented work culture that values collaboration and excellence.Training: Access to ongoing training programs to enhance your skills and knowledge. Why Join Murgado Automotive Group?At Murgado Automotive Group , we believe in fostering a work environment where our employees can thrive and grow. As a Sales Manager, you will be part of a reputable dealership known for its commitment to quality and customer satisfaction. We offer a supportive team, opportunities for career advancement, and a workplace that values your contributions and dedication. How to Apply:Ready to take your career to the next level with a leading automotive dealership? Apply today by submitting your resume and a cover letter detailing your relevant experience and why you are the perfect fit for the Sales Manager role at Brickell Mazda. Murgado Automotive Group is an equal opportunity employer. Murgado Automotive Group does not discriminate in employment on account of race/ethnicity, color, religion, national origin, gender, sexual orientation/transgender status, age disability, martial/parental status, citizenship status, military status, political affiliation and/or beliefs, pregnancy, order of protection status or other non-merit status. We are an employer who participates in the E-verify program with the Department of Homeland and Security.
    $38k-62k yearly est. Auto-Apply 60d+ ago
  • Financial Analyst

    BMG Money 4.4company rating

    Finance associate job in Miami, FL

    Job Description Job Title: Financial Analyst Department: Finance / Capital Markets Reports To: Head of Capital Markets Type: Full-Time FLSA: Exempt Financial Analyst (Capital Markets & Credit Analytics) Job Summary BMG Money is hiring a Financial Analyst with 3+ years of experience to support our unsecured consumer lending platform through disciplined credit analytics and capital markets execution. This role sits at the intersection of credit modeling, borrowing base management, investor reporting, covenant tracking, and partner communication across our warehouse lenders and forward flow counterparties. The Financial Analyst helps ensure financing facilities operate smoothly, reporting is accurate and on-time, and internal teams stay aligned on deliverables that impact liquidity and investor confidence. Supervisory Responsibilities None. Duties/Responsibilities Credit Analytics & Scenario Modeling Builds and maintains credit performance analytics for unsecured consumer portfolios, including vintage/cohort views, delinquency roll rates, and charge-off tracking. Develops scenario and sensitivity analyses to quantify the impact of underwriting and policy changes on portfolio cash flows and losses. Creates decision-ready views that translate performance drivers into expected outcomes for stakeholders in Credit, Risk, and leadership. Warehouse Lender & Partner Support Supports day-to-day execution for warehouse lenders and forward flow partners, including recurring reporting and performance discussions. Owns borrowing base and eligibility reporting, including loan tape preparation, eligibility flags, concentrations, and tie-outs to source systems. Maintains clean partner deliverables and repeatable processes to ensure consistency month-to-month. Investor Reporting & Covenant Tracking Produces and QAs monthly investor/lender reporting packages, including servicing reports and compliance certificates. Tracks and monitors covenants and triggers across facilities, such as concentration limits, performance triggers, and liquidity covenants. Maintains a covenant calendar and internal tracker with clear ownership, due dates, and escalation paths. Internal Coordination & Project Management Acts as a connective tissue across Credit, Servicing, Data/BI, Accounting, Treasury, and Legal/Compliance to deliver analysis on time. Runs workstreams by defining requirements, timelines, milestones, and providing weekly status updates. Improves processes through automation and controls, including reconciliation checklists and documented SOPs. Required Skills/Abilities Technical & Operational Skills Advanced proficiency in Excel/Google Sheets for structured models and sensitivity tables. Proficiency in SQL for data pulls, transformations, and reproducibility. Strong cross-functional project management skills and experience building controls like reconciliation checklists. Communication & Analytical Skills Clear communicator able to present and write in a way that lenders and internal executives can trust. Strong analytical judgment to isolate drivers, quantify impact, and make actionable recommendations. High level of accuracy with a focus on tight tie-outs and low error rates. Education and Experience Bachelor's degree in Finance, Economics, or a related field (implied by role). 3+ years of experience in financial analysis, credit analytics, or capital markets operations required. Direct experience with unsecured consumer lending performance analytics (DQ buckets, roll rates, vintage tracking) required. Experience in fintech, specialty finance, or consumer lending strongly preferred. Experience with Looker/BI dashboards or Python/R for automation is a plus. Physical Requirements Prolonged periods of sitting at a desk and working on a computer. Must be able to communicate effectively via video conferencing and utilize digital collaboration tools for prolonged periods.
    $38k-59k yearly est. 15d ago
  • Private Banker - Miami

    Pacifica Continental

    Finance associate job in Miami, FL

    Private Banker Our client, a prestigious international financial institution, is seeking a Private Banker to join their team in Miami. The ideal candidate will have a strong track record in private banking, with experience in business development and relationship management within the Latin American market. This role is ideal for a driven professional with a hunter mentality and a portfolio of high-net-worth clients. Responsibilities: Develop and expand relationships with high-net-worth clients, focusing on the Latin American market. Actively prospect and onboard new clients to grow the existing book of business. Provide tailored wealth management and advisory services, including investment, trust, and estate planning solutions. Maintain a deep understanding of client needs, preferences, and financial goals to deliver customized financial strategies. Collaborate with internal teams to deliver comprehensive solutions and ensure high levels of client satisfaction. Monitor and manage portfolio performance, ensuring alignment with clients' objectives and risk tolerance. Stay up-to-date with financial market trends and regulatory requirements to provide timely advice to clients. Requirements: Minimum of 5 years of experience in private banking or wealth management. Proven ability to build and maintain a book of clients in the Latin American market. Business Introducer, Wealth Advisor, Client Advisor, or similar background in wealth management. Fluent in English, with proficiency in either Portuguese or Spanish. Strong business development skills and a hunter mentality, with the ability to drive revenue growth. If you meet the qualifications and are ready to take your career to the next level, we invite you to apply and join our client's dynamic team.
    $32k-71k yearly est. Auto-Apply 60d+ ago

Learn more about finance associate jobs

How much does a finance associate earn in Miramar, FL?

The average finance associate in Miramar, 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 Miramar, FL

$52,000
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