Public Finance Associate
Finance associate job in Tallahassee, FL
Tallahassee, FL
Carterwill Search
, a TempExperts company, is seeking an experienced Public Finance Associate to join our dynamic public finance team. The ideal candidate will have comprehensive experience with the State of Florida laws governing municipal finance and a thorough understanding of the federal tax aspects of municipal bond law. The firm offers competitive compensation and benefits package.
Responsibilities:
Provide expert legal counsel and strategic advice on municipal finance projects.
Ensure compliance with State of Florida laws related to municipal finance.
Manage the federal tax aspects of municipal bond law
Collaborate with team members and clients to structure and execute financial transactions.
Conduct thorough legal research and analysis to support public finance activities.
Draft and review legal documents related to public finance.
Qualifications/Experience:
Juris Doctor (JD) degree from an accredited law school
Active membership in the Florida Bar.
Proven experience in municipal finance and federal tax aspects of municipal bond law.
Strong understanding of State of Florida laws governing municipal finance.
Exceptional analytical, research, and writing skills.
Excellent communication and interpersonal abilities.
An undergraduate background in finance or accounting is a plus.
Prior experience working in a law firm or public finance environment.
Relevant finance-related work experience is advantageous.
Carterwill Search is an Equal Opportunity Employer.
Principal Financial Analyst
Finance associate job in Tallahassee, FL
Oracle Cloud Infrastructure (OCI) is one of the fastest-growing businesses within Oracle. Designed to deliver the performance, control, and governance of enterprise data centers with the scale, elasticity, and cost benefits of public clouds, OCI supports diverse workloads and serves as the foundational layer for Oracle's Autonomous Database, as well as platform and application services.
**Key Responsibilities:**
Financial Planning: Support forecasting, budgeting, and long-range planning processes for OCI's business units.
+ Analysis: Analyze actuals, metrics, trends, and forecasts, comparing results against previous periods, forecasts, and budgets to inform business decisions.
+ Collaboration: Build strong relationships across the OCI Finance and Business teams, delivering consistent, high-quality, and timely results.
+ Process Improvement: Drive initiatives to enhance financial processes, improve accuracy, increase operational efficiency, and uphold accounting guidelines to optimize the OCI P&L.
+ Modeling: Develop ad hoc financial models and identify efficiency opportunities, particularly in the data center space.
+ Stakeholder Support: Leverage the broader Oracle Financial community to gather and analyze information, resolve business issues, and support cross-functional projects.
+ Reporting: Prepare financial presentations for business stakeholders and manage quarterly reporting schedules.
+ Quarter-end Close: Participate in quarter-end close processes and activities in collaboration with Finance, Operations, and Business teams.
\#LI-VC7
**Responsibilities**
**Preferred Skills and Experience:**
+ Bachelor's degree in Finance, Accounting, Business, or a related field; MBA preferred
+ 10+ years of progressive finance experience
+ Knowledge of cloud technology and infrastructure, or experience supporting engineering teams
+ Strong financial acumen, analytical, and problem-solving skills
+ Advanced proficiency in financial modeling and data analysis
+ Excellent communication and presentation skills
+ Ability to manage multiple projects simultaneously and prioritize effectively
+ Strong attention to detail with a commitment to accuracy
**Why Oracle:**
Oracle's mission is to help people see data in new ways, discover insights, and unlock endless possibilities. Joining the OCI Finance Spotlights Team offers the opportunity to help shape and support one of Oracle's most dynamic business units.
Learn more about Oracle Cloud Infrastructure products and solutions .
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $84,500 to $178,100 per annum. May be eligible for bonus and equity.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC4
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_************* or by calling *************** in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
Internship Program - Finance (FP&A)
Finance associate job in Tallahassee, FL
**About ETS:** ETS is a global education and talent solutions organization enabling lifelong learners worldwide to be future-ready. For more than 75 years, we've been advancing the science of measurement to build benchmarks for fair and valid skill assessment across cultures and borders. Our worldwide impact extends through our renowned assessments including TOEFL , TOEIC , GRE and Praxis tests, serving millions of learners in more than 200 countries and territories. Through strategic acquisitions, we've expanded our global capabilities: PSI strengthens our workforce assessment solutions, while Edusoft, Kira Talent, Pipplet, Vericant, and Wheebox enhance our educational technology and assessment platforms across critical markets worldwide.
Through ETS Research Institute and ETS Solutions, we're partnering with educational institutions, governments, and organizations globally to promote skill proficiency, empower upward mobility, and unlock opportunities for everyone, everywhere. With offices and partners across Asia, Europe, the Middle East, Africa, and the Americas, we deliver nearly 50 million tests annually. Join us in our journey of measuring progress to power human progress worldwide.
Join ETS on an impactful journey through our newly launched, business-focused MBA Internship Program. This program offers the opportunity to immerse yourself in strategic projects within your assigned department, providing a comprehensive understanding of ETS's business operations and insights into our industry's evolving landscape.
As part of this program, you'll work within our Finance Division, which encompasses five key focus areas: Corporate Accounting, Corporate Procurement & Operations, Facilities, Security & Safety, Financial Planning & Analysis, and Treasury. Each area is essential to advancing our financial strategy, operational excellence, and long-term success.
**Intern Responsibilities:**
Selected interns will contribute meaningfully to our strategic goals through the following activities:
+ Conducting in-depth research and analysis to inform key decision-making processes
+ Supporting the development and execution of strategic business plans and initiatives
+ Preparing and delivering insightful reports to senior leadership
+ Engaging with senior leaders to explore avenues for process improvements and operational efficiencies
+ Actively participating in meetings, workshops, and training sessions to develop valuable professional skills
**Program Details:**
This paid, remote internship is expected to begin in early June 2026 and will span 8 weeks.
Embark on a career-defining internship that connects you with our leadership team, enhances your strategic skills, and offers invaluable exposure to the operations of ETS.
+ Currently enrolled in an accredited undergraduate or graduate program studying finance or accounting.
+ Proficient in MS Office business applications (PowerPoint, Excel, Word, etc.).
+ Strong interpersonal skills (written and verbal) with an ability to manage conflicting deadlines.
+ Critical analysis capabilities, adept at processing high volumes of information and adapting to changing demands while prioritizing effectively.
+ Proven track record of taking ownership and driving results.
+ Effective presentation skills; strong analytical and evaluation skillset; ability to process ambiguous data and synthesize value metrics; comfort with uncertainty.
**ETS is mission driven and action oriented**
+ We are passionate about hiring innovative thinkers who believe in the promise of education and lifelong learning.
+ We are energized by cultivating growth, innovation, and continuous transformation for the next generation of rising professionals as leaders. Â In support of this ETS offers multiple Business Resource Groups (BRG) for you to learn and advance your career growth!
+ As a not-for-profit organization we will encourage you to lean in to your passion for volunteering. Â At ETS you may qualify for up to an additional 8 hours of PTO for volunteer work on causes that are important to you!
**ETS is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. We believe in creating a work environment where all individuals are treated with respect and dignity.**
Financial Analyst-Mid (4802)
Finance associate job in Tallahassee, FL
Financial Analyst-Mid (4802)at SMX(View all jobs) (********************************* United States SMX is seeking a **Financial Analyst-Mid** independently delivers services to clients through the demonstration of deep financial functional knowledge within the context of our organization. They lead and administer the financial management of multiple projects within Global Defense. They are responsible for all the financial activities in support of the projects. They are members of the program management team and work with the Finance Manager and the Program Manager in meeting the overall contract goals and objectives. They interface with Project Managers, senior technical staff, as well as other functional organizations including Contracts, Subcontracts, Finance, Accounts Receivable, Accounts Payable, and Procurement.
**Essential Duties & Responsibilities:**
+ Lead the development of the contract, cost, schedule and funding planning, reporting, monitoring and analysis support to the Project Manager. This includes Work Breakdown Structures (WBS), Basis of Estimates (BOEs) and development of time-phased budgets and schedules.
+ Lead Project set up in compliance with contractual terms, conditions and requirements.
+ Prepare Project financial Estimates at Complete (EAC) and meet deadlines for submission requirements.
+ Identify Project risks and profit improvement opportunities and provide analytical contribution in working financial resolution with PM, Contracts, Procurement and Finance/Accounting.
+ Monitor manpower cost on a weekly basis ensuring that actuals are within budget and charged to the correct job number. Process incorrect cost transfers as required.
+ Ensure cost reporting documentation is correct by performing analytical review and arithmetic checks.
+ Prepare accurate and complete variance analysis and reporting.
+ Monitor funding status (to include subcontractor funding status), providing reliable and timely notification of funding status by line-item detail as required.
+ Support accounts receivable as required during the billing processing (i.e. Review edit file and ensure cost that will be billed are accurate and allowable against the project).
+ Ensure adherence to Generally Accepted Accounting Principles (GAAP) and all company policies and procedures as they are related to contract performance and financials.
**Required Skills/Experience:**
+ US citizenship required for work on DoD contracts
+ BA/BS in Finance or Accounting
+ 5 years' experience with project cost control, or financial management and contract interpretation, budget development, including financial data, analysis.
+ DoD Government contracting experience
+ Knowledge and functional understanding of contract types, execution methods, FAR, and Joint Travel Regulations (JTR) rules and regulations
+ Ability to build relationships across functional teams and internal Business Partners.
+ Knowledge and experience with Microsoft Office Suite, including Excel, PowerPoint, Word and SharePoint.
+ Possession of excellent oral and written communication skills.
+ Possession of excellent data management, problem solving and critical thinking skills.
+ Possession excellent organizational skills.
+ Clearable, if required based on contractual requirement
**Desired Skills/Experience:**
+ Experience with Costpoint
+ Experience with Focuspoint
**US citizenship required for work under DOD contract**
**Application deadline:** 12/29/2025
\#LI-REMOTE
The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement.
The proposed salary for this position is:
$75,700-$100,900 USD
At SMX , we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.
We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what's possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.
SMX is an Equal Opportunity employer including disabilities and veterans.
Selected applicant may be subject to a background investigation and/or education verification.
SMX does not sponsor a new applicant for employment authorization or immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).
FINANCIAL EXAMINER/ANALYST II - 43004445
Finance associate job in Tallahassee, FL
Working Title: FINANCIAL EXAMINER/ANALYST II - 43004445 Pay Plan: Career Service 43004445 Salary: $58,000.00 - $60,500.00 Total Compensation Estimator Tool
* OPEN COMPETITIVE EMPLOYMENT OPPORTUNITY*
WORKING TITLE: FINANCIAL/EXAMINER ANALYST II
DIVISION: CONSUMER FINANCE
BUREAU: REGISTRATION
CITY: TALLAHASSEE
COUNTY: LEON
The Office of Financial Regulation (OFR) is responsible for licensing, chartering, examining, and regulating depository and non-depository financial institutions and financial service companies, including state-chartered banks, credit unions, trust companies, loan originators, mortgage lenders, securities dealers, investment advisors, consumer collection agencies and money transmitters throughout the state of Florida.
The OFR is a professional office environment with a public service-driven mission.
Visit our website at ************************************* to learn more about the excellent benefits available to OFR employees, including:
* Flexible work schedules for most positions;
* Paid holidays and an annual personal holiday;
* Paid vacation and sick leave;
* Excellent health & life insurance options for individuals and/or family coverage;
* Additional supplemental insurances available such as dental, vision, disability, etc.;
* Tax deferred medical and Dependent Care Benefit reimbursement accounts available;
* Deferred Compensation opportunities;
* Tuition waivers to attend state universities/community colleges;
* Retirement plans and options;
* Public Service Loan Forgiveness program.
SPECIAL NOTES:
Four (4) years of professional examination and/or regulatory work experience relating to financial institutions, financial services companies, insurance companies, securities dealers or investment advisers, mortgage brokers or lenders, or money services businesses is required. A postsecondary degree may be used as an alternative for the years of experience on a year-for-year basis.
Preferences:
* A bachelor's degree or higher from an accredited college or university with a major in accounting, finance, economics, insurance, risk management and/or business management/administration.
* One (1) or more years of professional experience in reviewing applications for licensure or registration within a federal, state, or local government.
* One (1) or more years of professional experience in analyzing, investigating, examining, or auditing financial data within the consumer finance, banking, insurance, or securities industry, supervision of consumer finance industry personnel or regulations of consumer finance industry or similar experience in another financial services industry subject to complex review, including similar experience within federal, state, or local government.
* A master's degree from an accredited college or university with a major in finance, business administration, economics, accounting, insurance or risk management or a Certified Fraud Examiner (CFE); Certified Anti-Money Laundering Specialist (CAMS); and/or a Certified Public Accountant (CPA) designation.
This position requires a security background check, including fingerprint as a condition of employment.
The anticipated annual salary range shall be from $58,000 to $60,500. The starting salary shall be commensurate with the selected candidate's competencies and qualifications.
Employees of the Department of Financial Services are paid on a monthly pay cycle.
Responses to qualifying questions must be clearly supported by the state application and any omission, falsification, or misrepresentation in the answering of the qualifying questions will be cause for immediate elimination from the selection process.
All applicants seeking employment with the OFR are subject to mandatory background checks conducted through the DFS, Bureau of Human Resource Management in accordance with the requirements of chapter 435, Florida Statutes, and reviews by OFR. Applicants may be disqualified for employment based on the information that may be obtained through research and/or OFR's review process.
No applicant may begin employment until the background screening results are received, reviewed for any disqualifying offenses, and approved by the Agency. Background screening shall include, but not be limited to, fingerprinting for State and Federal criminal records checks through the Florida Department of Law Enforcement (FDLE) and Federal Bureau of Investigation (FBI) and may include local criminal history checks through local law enforcement agencies.
Minimum Qualifications for this position include the following REQUIRED ENTRY LEVEL KNOWLEDGE, SKILLS AND ABILITIES:
1. Knowledge of mathematics.
2. Knowledge of auditing principles.
3. Knowledge of the methods of compiling, analyzing, and presenting data.
4. Knowledge of the techniques utilized in conducting examinations or investigations of financial services companies.
5. Ability to review, analyze, and evaluate data.
6. Ability to examine financial records.
7. Ability to conduct research.
8. Ability to write and prepare reports.
9. Ability to understand and apply laws, rules, regulations, policies and procedures.
10. Ability to probe and obtain critical facts.
11. Ability to utilize problem-solving techniques.
12. Ability to communicate effectively, both verbally and in writing.
13. Ability to establish and maintain effective working relationships with others.
14. Ability to recognize the validity, authenticity, and propriety of operating records.
15. Ability to work independently.
16. Ability to effectively use computer hardware and software.
BRIEF DESCRIPTION OF DUTIES:
Perform advanced analysis and examination of renewal or initial applications for individuals, businesses and branch offices to ensure compliance with requirements for licensure pursuant to Chapters 494, 516, 520, 537, 559, & 560 F.S., and to determine whether additional review is warranted by the Division for enforcement purposes. This review shall include complex and highly technical matters, such as disciplinary filings, changes in control, debt collection and other potential enforcement matters.
Perform advanced analysis and examination of amendments for individuals, businesses and branch offices to ensure compliance with requirements for licensure pursuant to Chapters 494, 516, 520, 537, 559, & 560 F.S., and to determine whether additional review is warranted by the Division for enforcement purposes. This review shall include complex and highly technical matters, such as disciplinary filings, changes in control, debt collection and other potential enforcement matters.
Coordinate and assist in general projects relating to the licensing records and the renewal or initial application process, on an advanced level and with limited instruction. These projects will include licensing and researching and interpreting regulations.
Assist as needed in the handling of ACD telephone calls on a daily basis, answering applicant, consumer and industry related questions for Chapters 494, 516, 520, 537, 559 and 560 callers. Correspond with companies regarding potential unlicensed activity; determine follow-up and referrals as needed. Handle questions conferring with attorneys, accountants, regulators and the public regarding laws, rules, regulations, and Office policies under Chapters 494, 516, 520, 537, 559 & 560 F.S. and regarding the licensing records maintained by the Division pursuant to Chapters 494, 516, 520, 537, 559, & 560 F.S.
Assist in training of other staff members to ensure their understanding of proper procedures for processing licensing information pursuant to Chapters 494, 516, 520, 537, 559, & 560 F.S. Participate in providing updated information to, and in reviewing work performed by, staff members.
Perform other related duties as required.
If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended, or deemed ineligible depending upon the date of your retirement.
The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.
Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.
The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.
VETERANS' PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans' Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans' Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans' Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement.
Location:
Financial Analyst #678061
Finance associate job in Tallahassee, FL
Complete Description: • Ability to understand, interpret, and apply relevant State and Federal laws and rules, as well as Division policies and procedures related to contract/grant development, contract/grant management, and payment processing procedures.
• Ability to provide technical assistance to state and local governments and other entities on contracts/grants, project closeouts, and payments.
• Ability to monitor grantee compliance with program requirements through review, analysis and processing of financial and program deliverables including expenditure, budgeting, staffing and progress reports, audits and requests for payment.
• Demonstrated ability to manage all aspects of contract/grant management, including preparation of funding agreements, processing of requests for reimbursement and monitoring project agreements.
• Knowledge of basic accounting and auditing principles and procedures.
• Ability to communicate effectively through verbal and written communications.
• Ability to collect, analyze, and interpret contract/grant programmatic and financial data.
• Ability to work independently as well as under close supervision in approach to job tasks and assignments.
• Ability to independently develop timelines and deadlines for multiple projects to successfully complete work accurately and on time.
• Ability to utilize problem-solving techniques.
• Ability to establish and maintain effective working relationships with others.
Knowledge of the FEMA Public Assistance Grant Program.
Assist Bureau grant managers and Admin and Management Costs Managers with grant closeout activities as directed
• Reconcile expenditures, quarterly reports, and insurance reviews
• Analyze and compare data for accuracy and completeness
• Creating form letters and other correspondence related to disaster closeouts
• Scanning and uploading documents into appropriate systems as directed, ensuring all records are maintained and relevant correspondence are recorded in the State's grant management system
• Archive files according to established procedures and timelines
• Perform final inspections and validation for project closeout
• Assemble grant closeout packets for submission to the Federal Emergency Management Agency (FEMA)
• Copying, scanning, and filing as needed
• Serve as the liaison between the Subrecipient and the Division, providing technical, fiscal, and grant management assistance to Subrecipients related to the receipt and use of federal and state emergency management funding awarded by the Division.
• Perform other duties as assigned
Shifts/Hours: Monday to Friday, 8am to 5pm.
View all jobs at this company
Specialist Director, Financial Services Market Growth
Finance associate job in Tallahassee, FL
KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
KPMG is currently seeking a Specialist Director, Financial Services Market Growth to join our Managed Services practice.
Responsibilities:
* Lead go-to-market strategy and operational transformation for Managed Services offerings in Financial Services, aligning with strategic priorities and cross-functional teams
* Oversee pipeline tracking and performance reporting using Salesforce dashboards to support business development and leadership visibility
* Conduct market and competitive research to identify growth opportunities and inform investment decisions
* Develop and deliver strategic presentations to internal stakeholders to communicate performance, pipeline insights, and business impact
* Design pricing strategies and cost models by analyzing historical data and market benchmarks to support client acquisition and profitability
* Manage large-scale client programs, including budget oversight, team mobilization, and performance tracking using automated reporting tools
* Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment
Qualifications:
* Minimum eight years of recent experience in sales strategy within managed services within Financial Services Industry;
* Bachelor's degree from an accredited college or university is required
* Proven ability to manage large-scale client programs with strict adherence to SLAs, while maintaining high levels of client satisfaction; track record of ability to lead cross-functional initiatives and manage large-scale budgets
* Strong analytical skills with proficiency in PowerBI, Excel, Tableau, and Salesforce
* Demonstrated success in developing pricing strategies and market research frameworks
* Excellent verbal/written communication, presentation and analytical skills
* Ability to travel as required
* Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)
KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
**********************************************************************
California Salary Range: $152900 - $263300
KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Finance Analyst - Temporary
Finance associate job in Tallahassee, FL
Job ID 253106 Posted 18-Dec-2025 Service line GWS Segment Role type Full-time Areas of Interest Accounting/Finance, Administrative, Customer Service, Data & Analytics Finance Analyst - Temporary - Remote USA **About the Role:** As a CBRE Finance Analyst, you will apply basic cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a portfolio of clients and properties.
This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial, and reporting policies and controls.
**What You'll Do:**
+ Complete accounting transactions in preparation of client financial statement packages.
+ Create and post journal entries and ensure that all expenses, receipts, owner's distributions, funding requests, and other transactions for the accounting period have been accurately posted.
+ Use aggregate data from multiple sources to generate reports.
+ Generate financial packages for accuracy and comprehensive reporting.
+ Review the accuracy of information provided and respond to requests from management and vendors.
+ Understand and work with scenario planning (exit/maintain/grow) tools/models, while analyzing trends in general business conditions.
+ Respond to and resolve issues and requests from management teams and clients regarding various accounting issues and reports.
+ Research open accounting issues and recognize potential issues and conflicts so corrective action can intercept and minimize issues.
+ Use existing procedures to solve standard problems.
+ Have some knowledge of standard principles with limited practice experience in applying them.
+ Lead by example and model behaviors that are consistent with CBRE RISE values.
+ Impact the quality of own work.
+ Work within standardized procedures and practices to achieve objectives and meet deadlines.
+ Exchange straightforward information, ask questions, and check for understanding.
**What You'll Need:**
+ Bachelor's Degree preferred with up to 3 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
+ Ability to use existing procedures to solve standard problems.
+ Experience with analyzing information and standard practices to make judgments.
+ In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, PeopleSoft, SmartSheet, etc.
+ Organizational skills with a strong inquisitive mindset.
+ Intermediate math skills. Ability to calculate difficult figures such as percentages, fractions, and other financial-related calculations.
**CBRE Employee Benefits**
+ **Comprehensive medical, dental, vision**
+ **Disability benefit program**
+ **401k company matching**
+ **Paid time off and holidays**
+ **Company paid life insurance**
+ **Pet insurance**
+ **Paid parental leave**
**Why CBRE?**
**We invest in our employees' development. The core of our strategy is the view that development happens through three key activities: on-the-job learning, coaching and formal training. We provide employees with resources that support them in developing skills to enhance performance in their current role as well as for future roles.**
CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the position is $63,000 annually and the maximum salary for the is $65,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience.
Successful candidates may also be eligible for a discretionary bonus based on CBRE's applicable benefit program.
The application window is anticipated to close on December 22, 2025 and may be extended as needed. To express interest in similar roles, visit CBRE.com/careers.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada).
CBRE GWS
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
Find out more (*******************************************************************************
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
Finance Service Representative
Finance associate job in Tallahassee, FL
Who We Are
Catalis is a leading government Software as a Service (SaaS) and integrated payments provider, powering a wide range of government operations at the municipal, county, state, and federal levels. Our innovative solutions are designed to streamline processes, enhance efficiency, and improve the delivery of government services to the public. At Catalis, we are committed to leveraging technology to make government interactions simpler, faster, and more accessible.
The Opportunity
This role provides financial processing and account support for the Florida Prepaid College and 529 Savings Plans, ensuring that all transactions, correspondence, and account updates are handled accurately and in a timely manner. The position requires responding to customer and internal inquiries, tracking payment and refund records, and identifying any errors or inefficiencies in processing.
This is an onsite position working Monday through Friday, 8:00am to 5:00pm in our Tallahassee, FL office.
What You Will Do
Follow written procedures to accurately process financial transactions for the Florida Prepaid College Plan, including working exceptions, suspense, reapply payments, add/change ACH information, and add/change payroll contributions
Follow written procedures to accurately process financial correspondence including cancellations, school invoices, school transfer forms, refund requests, fee waiver requests, change of beneficiary/purchaser and plan/payment changes both accurately and timely
Initiate customer calls and emails and respond to inquiries accurately from both customers and other departments
Identify and report errors and inefficiencies which occur during processing
Adhere to all contractual requirements relating to processing of financial and written correspondence, payment processing, account maintenance
Use spreadsheets for recording payment histories, school invoice summaries, and refund summaries
Special projects and additional duties as assigned to ensure the daily and overall success of the company to meet our contractual requirements. This may involve assisting other departments as needed
Requirements
What You Will Need to Succeed
One or more years of previous accounting, customer service, or financial transaction experience; a relevant degree may be substituted for experience.
Ability to function in a work driven environment.
Attention to detail, time management skills, ability to multitask, intermediate math skills, solid understanding of basic accounting principles, oral and written communication skills, 10-key adding machine by touch, computer mouse and PC skills.
Word processing, intermediate spreadsheet application skills
Ability to understand and solve complicated financial transactions/reconciliations, keyboard dexterity (20 to 35 wpm), analytical, customer service orientation, judgement, and initiative.
What we Offer
A dynamic and supportive work environment in a mission driven organization
Competitive salary and benefits package, including health, dental, vision insurance
Paid Time Off (PTO)
HSA and FSA options
401(k) plan with matching contributions
Paid parental leave
ABLE matching contributions for the disability community
Employer paid short term and long-term disability insurance and group term life insurance
Financial and legal assistance through our EAP (Employee Assistance Program)
Opportunities for personal development and career advancement with free access to unlimited courses via Udemy
The chance to make a significant impact on the delivery of government services and the lives of citizens
EEO Statement
We are an equal opportunity employer and value diversity. We are committed to an inclusive environment for all. All candidates will be considered based on qualifications, merit, and business needs without regard to race, color, religion, national origin, age, non-qualifying mental or physical disability, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, veteran status, or any other characteristic protected by applicable law.
Student Financial Specialist, Loans
Finance associate job in Tallahassee, FL
Department Office of Financial Aid Responsibilities The Office of Financial Aid is a unit within the Division of Enrollment Management, which is comprised of four distinct units: Office of Admissions, Office of the University Registrar, Office of Financial Aid, and Technology Operations. Enrollment Management's integrated services provide distinctive support throughout the student's development and progression in their academic experience - from recruitment through commencement. Through collaboration, communication, and commitment, all units within Enrollment Management achieve the highest level of student-centered service to current and prospective students and families and to campus partners across the University.
Position is responsible for coordinating, analyzing, evaluating, verifying, and awarding financial aid specific to loan aggregates, discharge loans, bankruptcy, and financial literacy in accordance with federal, state, and university policies.
Coordinates the daily functions of loan aggregates, discharge loans, bankruptcy, and financial literacy. Acts as liaison between federal government processors to resolve issues in their area. Counsels applicants, students, their agents, and departmental representatives in matters concerning individual student aid eligibility; the process and timeline for creating packages; various aid types and eligibility; and process and timeline for disbursement and financial literacy. Interprets financial aid rules and policies from internal and external sources. Initiates action(s) to resolve student issues. Knowledgeable in the areas of private educational loans, federal direct loan, and federal PLUS/PLUG loans as it impacts and relates to loan aggregates, discharge loans, bankruptcy, and financial literacy. Provides backup support to Federal Work processing during high volumes.
Authorizes the processing of disbursements and audit awards of all direct student loans, PLUS loans, private educational loans as well as other financial aid in accordance with the established university methodology and state and federal regulations. Analyzes student financial aid data and verifies manual and systematic disbursement of awards. Interpreting financial aid rules and policies from internal and external sources.
Conducts statistical research on loan aggregate limits for undergraduate and graduate students. Counsels and advises students on financial literacy and student loan repayment. Trained in and responsible for advising military/veteran students regarding Federal and/or private student loan programs to ensure all Federal Title IV aid requirements are met.
Responsible for developing and implementing internal audit procedures as it applies to the workflow process specific to loan aggregates, discharge loans, bankruptcy, and financial literacy to ensure federal, state, and university compliance. Analyze financial aid to validate and confirm accuracy of all reports as it pertains to programs and processes.
Recommends and formulates policies and procedures to effectively administer financial aid related to federal and private student loans. Assists with coordinating student financial programs and other sections during peak times to support the goals of the Office of Financial Aid.
Qualifications
Bachelor's degree and two years of experience; or a high school diploma/equivalent and six years of experience. (Note: a combination of post high school education and experience equal to six years.)
Preferred Qualifications
* Bachelor's degree in an appropriate area of specialization and two years of experience related to the responsibilities of the job are preferred.
* We seek enthusiastic candidates who are detail-oriented, and possess a strong sense of initiative.
* Candidates should have excellent computer, verbal, and written communications skills.
* Candidates should have the ability to review, analyze, formulate, and organize data and information and follow through on assignments.
* Applicants should be able to establish and maintain effective working relationships, work well independently, and in a team.
* Prior financial aid/financial literacy, customer service, advising experience, or experience working one-on-one with people in a professional setting.
* Experience communicating effectively verbally and in writing. Experience and ability to prioritize, organize, and perform multiple work assignments simultaneously.
University Information
One of the nation's elite research universities, Florida State University preserves, expands, and disseminates knowledge in the sciences, technology, arts, humanities, and professions, while embracing a philosophy of learning strongly rooted in the traditions of the liberal arts and critical thinking. Founded in 1851, Florida State University is the oldest continuous site of higher education in Florida. FSU is a community steeped in tradition that fosters research and encourages creativity. At FSU, there's the excitement of being part of a vibrant academic and professional community, surrounded by people whose ideas are shaping tomorrow's news!
Learn more about our university and campuses.
Anticipated Salary Range
The anticipated salary for this position is around $44,056.80 annually, commensurate with education and experience.
FSU Total Rewards
FSU offers a robust Total Rewards package. Visit our website to learn more about our Compensation, Benefits, Wellness, Recognition, and Employee Development programs.
Use our interactive tool to calculate Total Compensation options based on potential salary, benefits and retirement contributions, earned leave, and other employment-related perks.
How To Apply
If qualified and interested in a specific job opening as advertised, apply to Florida State University at ********************* If you are a current FSU employee, apply via my FSU > Self Service.
Applicants are required to complete the online application with all applicable information. Applications must include all work history up to ten years, and education details even if attaching a resume.
Candidates must attach a resume for consideration.
Considerations
This is an A&P position.
This position requires successful completion of a criminal history background check.
This position is being re-advertised. Previous applicants need not reapply.
Equal Employment Opportunity
FSU is an Equal Employment Opportunity Employer.
Copy 1 of Financial Service Representative
Finance associate job in Tallahassee, FL
Financial Service Representative
Department: Member Services
Reports To: Financial Service Manager
Employment Status: Full-Time
Job Description:
As a Financial Service Representative, you will serve as the primary point of contact for our clients, providing them with comprehensive financial solutions and outstanding support. Your role will involve assisting customers with inquiries, educating them on our products, and helping them make informed financial decisions. You will play a crucial role in enhancing customer satisfaction and driving business growth.
Key Responsibilities:
- Member Service Engagement: Build and maintain strong relationships with the members by understanding their financial needs and providing personalized service.
- Product Knowledge: Demonstrate thorough knowledge of financial products and services, including accounts, loans, investments, and insurance.
- Account Management: Assist clients with account opening, maintenance, transaction processing, and resolving any account-related issues.
- Financial Guidance: Educate clients on various financial products and services, including benefits, risks, and eligibility requirements.
- Sales Support: Identify opportunities to recommend additional products and services that align with client needs and contribute to sales targets.
- Compliance: Ensure all transactions and processes comply with regulatory standards and company policies.
- Reporting: Maintain accurate records of client interactions, transactions, and inquiries in our CRM system.
- Team Collaboration: Work closely with colleagues and management to enhance service delivery and optimize client satisfaction.
Qualifications:
- Experience: Previous experience in a customer service or financial role is highly desirable.
- Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
- Problem-Solving: Strong analytical and problem-solving skills, with a customer-focused mindset.
- Technical Proficiency: Proficient in Microsoft Office Suite and financial software applications; experience with CRM systems is a plus.
- Regulatory Awareness: Basic understanding of financial industry regulations and compliance standards.- Interpersonal Skills: Ability to work effectively in a team environment while also being self-motivated and proactive.
WorkingConditions
-Primarily office-based with occasional participation in community events andtraining programs.
-Flexible schedule may include evenings or weekends to meet branch needs.
-Physical requirements include standing, sitting, and occasional lifting of upto 20 pounds.
Benefits:
-Competitive salary based on qualifications and experience.
-Comprehensive benefits package, including health insurance, retirement plans,and paid leave.
-Opportunities for professional growth through training and developmentprograms.
EqualOpportunity Employer
FloridaA & M University Federal Credit Union is committed to building a diverseand inclusive workplace. We encourage applications from individuals of allbackgrounds and are proud to be an equal opportunity employer.
College Financial Representative, Internship Program
Finance associate job in Tallahassee, 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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyAuto Finance Sales Rep, Sr. - West Florida
Finance associate job in Tallahassee, FL
As an Auto Finance Sales Rep, Sr. - West Florida, you will develop and maintain profitable, quality indirect lending relationships with franchise automobile dealers within your assigned market (Metro-Tampa, East to Lakeland, South to Naples).
Duties and Responsibilities:
+ Provide a full array of Auto Finance related products and services Be responsible for direct sales to dealers, servicing dealer customer and training of various dealership staff.
+ Build and maintain portfolio of business by identifying new opportunities and demonstrating value to dealer customers, which requires a thorough knowledge of bank and competitor products.
+ Manage and Maintain reporting and key performance indicators for assigned territory
+ Maintain overall market knowledge of auto industry and local competition and community awareness
+ Promote Huntington's value proposition of local sales and service.
+ Performs other duties as assigned.
Basic Qualifications:
+ Minimum 2 years of Auto Finance related sales experience
+ High School diploma
Preferred Qualifications:
+ Local Dealer knowledge and relationships preferred
+ Experience working with multiple dealership and dealer groups
+ Bachelor's Degree
+ Excellent verbal and written communication skills
+ Strong sales and negotiation skills
+ Proficiency with Microsoft Office including Word, Excel and PowerPoint
+ Proficient at typing and completing pre call sale
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Remote
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Financial Analyst II
Finance associate job in Crawfordville, FL
Financial Analyst II US-FL-Crawfordville Type: Full Time # of Openings: 1 St Marks, FL General Dynamics Ordnance and Tactical Systems (OTS) is a global leader in the design, engineering and production of munitions, energetics, weapons, armaments, and missile subsystems around the world. OTS empowers the U.S. military and its allies with an extensive range of overarching product segments applied across all levels of strategic and tactical operations, providing a cutting-edge advantage to our warfighters. Our Ethos of Honesty, Trust, Transparency, and Alignment, are the guiding principles that form the foundation of everything we do. Integrity is paramount, innovation fuels our passion, customer satisfaction is at the core of our mission, and collaboration is key to our success - fostering a culture of teamwork and mutual respect among employees, partners, and stakeholders. Whether you're just starting out on your career journey or are an experienced professional, we offer a robust total rewards package that goes above and beyond with compensation; healthcare, wellness, retirement, and work/life benefits that include career development and recognition programs. If who we are and what we do resonates with you, we invite you to join our high-performance team!
Impact of the Role
General Profile
* Requires working knowledge and experience in own job discipline and broadens capabilities
* Continues to build knowledge of the company, processes and customers
* Performs a range of assignments related to job discipline
* Uses prescribed guidelines or policies in analyzing situations
* Receives a moderate level of guidance and direction
* Consistent exercise of discretion & judgment
Essential Functions
* Conducts quantitative analyses of information affecting budgets, expenses, and other financial projects.
* Collects and analyzes financial information for assigned accounts, products or product lines, or business units to track the organization's progress against financial goals.
* Reports current or expected financial performance and creates financial models to guide decision making.
* Analyzes cash flow, expenditures, revenue, depreciation, and investments to make recommendations for action and/or modifications regarding financial procedures, plans, and controls.
* Assists in the preparation of monthly, quarterly, or annual financial statements.
* Cost Estimating: May also be responsible for overseeing financial operations for one or more projects, including cost accounting, cash flow, budgeting, forecasting, analysis, and accounts payable. Establishes project budgeting and cost control processes using budget tracking tools. Produces and maintains monthly financial statements, work-in-progress reports, and general ledgers | Reviews and signs off on final accounts for projects | May maintain local registrations, business, and tax licenses
Required Qualifications
* Required education and experience: Associate's Degree and 2-4 years' experience OR Equivalent Combination of Relevant Education &/or Experience
* Critical professional related technical skills; computer skills: Proficient in Microsoft Office (Excel, Word, PowerPoint)
* Other: Oral and written communication skills. Analytical thinking skills. Statistical knowledge. Detail oriented. Ability to meet deadlines.
Preferred Qualifications
* Preferred education and experience: Bachelor's Degree
* Discipline/Major: Finance/ Accounting
* Knowledge, skills & abilities: Account reconciliation. Business valuation. Financial analysis. Financial forecasting. Trend analysis. Financial analysis software. Financial research and analytics software.
Physical Requirements
* Must be able to remain in a stationary position at a desk and/or computer for extended periods of time.
* Work primarily in a climate-controlled environment with minimal safety/health hazard potential.
Travel Requirements:
* Must be able to remain in a stationary position at a desk and/or computer for extended periods of time.
* Work primarily in a climate-controlled environment with minimal safety/health hazard potential.
The above statements describe the general nature and level of work only. The statements do not represent an exhaustive list of required responsibilities and skills. Other duties may be added or this may be amended at any time. This job description does not alter an employee's at-will employment status or create an employment agreement or contract, implied or otherwise.If you require assistance or an accommodation for a disability covered under the Americans with Disabilities Act, please email ******************* or call: ************. Please note this contact information is for those requesting a reasonable accommodation while applying for a job, because of a covered disability. General Dynamics Ordnance and Tactical Systems Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans.
Personal Banker
Finance associate job in Tallahassee, FL
Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer's financial advisor of choice. Personal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
An effective Personal Banker is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution and operational excellence.
* Achieve consistent and balanced personal sales and service performance by developing new and existing relationships utilizing the customer engagement model
* Create a daily individual plan focused on deepening customer relationships and consistent execution of service standards, customer retention, etc.
* Partner with Branch Manager to ensure personal achievement of service, sales and operational goals are achieved
* Execute and role model the Renasant service standards in every customer and teammate interaction
* Resolve customer issues and concerns by owning the problem and acting as a liaison between the customer and bank
* Remain self-motivated to achieve optimal sales and service results weekly, monthly and yearly
* Use all customer interactions, in person or phone, to identify additional needs and make appropriate recommendations
* Maintain effective partnerships with other lines of businesses to help drive more effective and profitable customer relationships
* Participate in community activities as a representative of Renasant Bank;
* Serve as a back-up Teller or Head Teller, if needed
* Ensure that proper documentation is obtained and properly completed for all solutions to minimize documentation exceptions
* Properly complete all account maintenance activities
* Stay up-to-date and focused on all regulations, policies and procedures related to Personal Banker and other branch operations
* Perform other related duties as assigned
Qualifications
* High school diploma or equivalent required, college education preferred
* Minimum of 1 year related customer experience and sales experience required
* Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations
* Ability to produce individual and team sales and customer experience results
* Ability to remain focused on customer financial needs and acts with the customers priorities in mind
* Knowledgeable of the financial services industry and local community to better serve the customer
* Effective written and verbal communication skills
* Attention to detail with strong record of accuracy in handling of transactions
* Comfortable using a variety of technology software products to process transactions
* Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes
* Aptitude to read, understand and apply all regulations, policies and procedures related to Personal Banker responsibilities and other branch operations
* Ability to travel for training, other development opportunities, and between branches, as needed
For all Senior Personal Bankers:
* Minimum of 2 years of successful personal sales experience
* Ability to handle complex transactions with limited supervision
* Operational strength with limited exceptions
* Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts
For all Licensed Personal Bankers:
* Current State insurance license
* Ability to meet licensing requirements as established by the Bank's broker/dealer, if applicable
* Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
Auto-ApplyRelationship Banker - Big Bend Evergreen
Finance associate job in Tallahassee, FL
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.
In this role you will:
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
Participate in building relationships with customers and spend time understanding required needs
Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
Present recommendations for resolving inquiries and service requests regarding customers' accounts
Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
Provide information to internal partners and external sources to further enhance the customer experience
Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
Provide self-service digital banking options to customers
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
1+ year of building and maintaining effective relationships with customers and partners
Desired Qualifications:
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
State Insurance license(s)
Customer service focus with experience handling transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Strong verbal, written, and interpersonal communication skills
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
Ability to make client calls and actively participate in the sales development process
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer- coaching
Experience assessing customer needs and recommending products/services to fulfill those needs
Experience using business acumen to provide financial services consultation to small business customers
Knowledge and understanding of financial services consumer lending products
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and employees
Job Expectations:
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
State Insurance license(s) are required for this role and must be completed within a specified period
Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (************************************************* provides the MU4R questions and registration required for employment in this position
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting End Date:
23 Dec 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Principal Financial Analyst, IaaS Workload Health
Finance associate job in Tallahassee, FL
Oracle Cloud Infrastructure (OCI) is one of the fasting growing businesses for the company. In OCI Finance, members of the Workload Health team are responsible for all aspects of cloud infrastructure financial planning, and modeling for a specific product family within the broader OCI ecosystem. We are a partner and trusted strategic adviser to the OCI Leadership team, advising on optimizing business economics while rapidly scaling.
In this role you will be a key business advisor to the product and engineering organization with end-to-end product ownership as a whale customer lead. The scope and complexity of the role requires team members to be able to understand both the big picture and underlying details with the ability to lead product specific projects. We are looking for a sharp finance professional with a data driven mindset, robust modeling capabilities and isn't afraid to work with all levels of the organization. Main Responsibilities include:
+ Lead and manage the analysis of key high-value customers across all products within the IaaS Portfolio.
+ Develop scenario-based financial and business models, with a specific focus on deriving product-level insights for high-value (whale) customers.
+ Perform competitive analysis, pricing, and cost modeling for NPI (new product introduction).
+ Link business strategy to financial reporting at various levels (from a discrete service to overall offerings) using KPIs, and goal setting.
+ Understand and influence investment decisions through detailed financial analysis.
+ Drive overall gross margin optimization efforts through deep analysis of the various business, financial and other operational drivers.
+ Own all financial ROB activities (such as planning and budgeting cycles) in line with corporate and business requirements.
+ Participate and contribute to broader Sales & Operations Planning (S&OP) to ensure capacity investments are made at the right place, right time, and are the right size.
+ Embed deeply with engineering leaders and their teams and become their trusted advisor.
+ Drive policies and procedures that monitor and support the organization's operational and business objectives.
Career Level - IC4
\#LI-MS1
**Responsibilities**
Preferred Skills & Experience
+ Bachelor's degree with 8+ years finance experience. MBA a plus.
+ Knowledge of Cloud Technology and Infrastructure and/or experience supporting engineering preferred but not required.
+ Excellent communicator that can work across disciplines (engineering, finance, supply chain, operations, etc.) and various levels of the organization.
+ Results oriented with the ability to translate ideas into operational plans and follow through.
+ Track record of using data insights to help drive decision-making.
+ Strong partnering capabilities with the ability to influence others without direct authority.
+ Takes initiative to achieve value added results .
+ Ability to deal with ambiguity and uncertainty in a business that evolves at a hyper pace.
+ Excellent analytic and strategic thinking skills with a strong attention to detail.
+ Self-directed and proactive with ability to multi-task and take ownership of work.
**About Oracle Cloud Infrastructure (OCI):** Oracle set an ambitious goal in building its second-generation cloud infrastructure: to create an infrastructure that matches and surpasses the performance, control and governance of enterprise datacenters, while delivering the scale, elasticity, and cost-savings of public clouds. As a result, OCI is built from the ground up to be an Enterprise Cloud, equally capable of running traditional multi-tiered enterprise applications, high-performance workloads, and modern serverless and container-based architectures.
OCI serves as the foundational layer for Oracle Autonomous Database, as well as for Oracle's platform and application services. It is designed to run any enterprise application and workload securely in the cloud. In a single offering, OCI combines the flexibility and cost benefits of a public cloud with the predictability and control of an on-premises environment.
\#LI-MS1
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $87,000 to $178,100 per annum. May be eligible for bonus and equity.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC4
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_************* or by calling *************** in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
Financial Analyst #678061
Finance associate job in Tallahassee, FL
Complete Description: • Ability to understand, interpret, and apply relevant State and Federal laws and rules, as well as Division policies and procedures related to contract/grant development, contract/grant management, and payment processing procedures.• Ability to provide technical assistance to state and local governments and other entities on contracts/grants, project closeouts, and payments.• Ability to monitor grantee compliance with program requirements through review, analysis and processing of financial and program deliverables including expenditure, budgeting, staffing and progress reports, audits and requests for payment.• Demonstrated ability to manage all aspects of contract/grant management, including preparation of funding agreements, processing of requests for reimbursement and monitoring project agreements.• Knowledge of basic accounting and auditing principles and procedures. • Ability to communicate effectively through verbal and written communications.• Ability to collect, analyze, and interpret contract/grant programmatic and financial data.• Ability to work independently as well as under close supervision in approach to job tasks and assignments.• Ability to independently develop timelines and deadlines for multiple projects to successfully complete work accurately and on time.• Ability to utilize problem-solving techniques.• Ability to establish and maintain effective working relationships with others.Knowledge of the FEMA Public Assistance Grant Program.
Assist Bureau grant managers and Admin and Management Costs Managers with grant closeout activities as directed• Reconcile expenditures, quarterly reports, and insurance reviews • Analyze and compare data for accuracy and completeness• Creating form letters and other correspondence related to disaster closeouts• Scanning and uploading documents into appropriate systems as directed, ensuring all records are maintained and relevant correspondence are recorded in the State's grant management system• Archive files according to established procedures and timelines• Perform final inspections and validation for project closeout• Assemble grant closeout packets for submission to the Federal Emergency Management Agency (FEMA)• Copying, scanning, and filing as needed• Serve as the liaison between the Subrecipient and the Division, providing technical, fiscal, and grant management assistance to Subrecipients related to the receipt and use of federal and state emergency management funding awarded by the Division. • Perform other duties as assigned
View all jobs at this company
FINANCIAL EXAMINER/ANALYST II - 43005139
Finance associate job in Tallahassee, FL
Working Title: FINANCIAL EXAMINER/ANALYST II - 43005139 Pay Plan: Career Service 43005139 Salary: 50,000.04 Total Compensation Estimator Tool * OPEN COMPETITIVE EMPLOYMENT OPPORTUNITY *
DIVISION: OFFICE OF INSURANCE REGULATION
BUREAU: LIFE AND HEALTH FINANCIAL OVERSIGHT
CITY: TALLAHASSEE
COUNTY: LEON
The Florida Office of Insurance Regulation (OIR) strives to promote a stable and competitive insurance market for consumers. With a workforce of approximately 250 staff members, OIR regulates one of the largest, most complex insurance markets in the world.
OIR offers a range of challenging and rewarding opportunities for individuals looking to grow in their career and offers a wide variety of top insurance - related courses and professional certifications to ensure that its staff has the industry knowledge needed to succeed. OIR employees also have access to the State of Florida's tuition waiver program, which offers educational assistance to full time, salaried employees.
As a State Agency, OIR offers excellent benefits such as health insurance, dental insurance, vision insurance, retirement plans, flexible spending accounts, health savings accounts, and much more.
OIR also offers annual and sick leave, a generous holiday schedule, and flexible work schedules.
Click the links below to see the many benefits and retirement options you have as a State of Florida employee:
*************************************
***********************************
Brief Description of Duties and Responsibilities:
This position is a part of OIR's Application Unit which analyzes licensing applications and corporate amendment applications of insurers. The primary duties, responsibilities, and educational requirements are taken from the National Association of Insurance Commissioner's Company Licensing Handbook. This position requires extensive training and education and requires the employee to exercise discretion and judgment in determining the appropriate action based on the financial condition and prospective solvency of the insurance company being analyzed.
This position will primarily handle all types of non-domestic licensing applications. The primary duties of the position are:
* Analyze and make recommendations as to whether filed primary (domestic), redomestication, or expansion (foreign/alien) applications for Florida certificate of authority meet statutory requirements to be granted authorization pursuant to Chapter 624, Florida Statutes.
* Analyze and make recommendations as to whether filed Prepaid Limited Health Service Organization and Discount Plan Organization applications for a Florida certificate of authority meet statutory requirements to be granted authorization in the state of Florida pursuant to Chapter 636, Florida Statutes.
* Analyze and make recommendations as to whether filed Health Maintenance Organization and Prepaid Health Clinic applications for a Florida certificate of authority meet statutory requirements to be granted authorization in the state of Florida pursuant to Chapter 641, Florida Statutes.
* Analyze and make recommendations as to whether filed Applications for acquisition of domestic Life and Health Companies and Health Maintenance Organizations meet statutory requirements defined by Chapter 628, Florida Statutes.
* Analyze and make recommendations as to whether filed Administrator application for a certificate of authority meets statutory requirements to be granted authorization in the state of Florida pursuant to Chapter 626, Florida Statutes.
* Analyze proposed changes in laws and regulations to determine impact changes may have on managerial policy. Participate and assist in the promulgation of rules and legislation.
* Answers questions pertaining to work related assignments from any level of the department or private sector and handle complaints from licensees and consumers.
* Monitor management information systems, design and implement modifications when necessary.
* Process assigned public record requests related to assigned Companies.
* Participate in training courses so as to develop new and improve upon existing skills to improve execution and effectiveness of the financial analysis process.
* Perform other related duties as required.
Minium Qualifications for this position include the following REQUIRED ENTRY LEVEL KNOWLEDGE, SKILLS, AND ABILITIES:
* Knowledge of accounting, auditing, data collection and analysis; Knowledge of the basic management principles and practices.
* Ability to collect, evaluate and analyze data to develop alternative recommendations, solve problems, document work flow and other activities relating to the improvement of work flow practices.
* Ability to utilize problem solving techniques; Ability to plan, organize and coordinate work assignments.
* Strong communications skills (both written and oral).
* Ability to establish and maintain effective working relationships with others.
* Ability to conduct investigations and fact-finding research; Ability to organize data into logical format for presentation in reports, documents and other written material.
* Ability to develop and oversee analysis procedures.
* Knowledge of basic computer hardware/software; Ability to use Microsoft Excel and Word.
OTHER KSAs (Incumbent may learn on job):
* Licensure/registration/certification requirements (If applicable, list the appropriate Florida Statute or federal regulation cite):
* Other job-related requirements for this position:
This position requires a Bachelors degree or higher from an accredited college or university with a major in accounting, insurance, finance, or actuarial science.
Experience in insurance regulation, financial analysis, public accounting, or similar experience with specialization in the insurance industry is preferred.
Special Notes:
Applicants will be required to complete an exam or work sample to evaluate their insurance knowledge and skills in reading, comprehension, and application of the Florida Statutes.
The starting annual salary for this position is $50,000.04
The work hours for this position will be 8:00 a.m. to 5:00 p.m., Monday-Friday.
This is a non-remote on-site position located in Tallahassee, FL.
Employees of the Office of Insurance Regulation are paid on a monthly pay cycle.
This position requires a security background check, including fingerprint as a condition of employment.
Responses to qualifying questions must be clearly supported by the state application and any omission, falsification, or misrepresentation in the answering of the qualifying questions will be cause for immediate elimination from the selection process.
If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended, or deemed ineligible depending upon the date of your retirement.
Candidates requiring a reasonable accomodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accomodation.
The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.
VETERANS' PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans' Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans' Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. All documentation is due by the close of the vanacy announcement.
The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.
Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.
The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.
VETERANS' PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans' Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans' Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans' Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement.
Location:
Financial Service Representative
Finance associate job in Tallahassee, FL
As a Financial Service Representative, you will serve as the primary point of contact for our clients, providing them with comprehensive financial solutions and outstanding support. Your role will involve assisting customers with inquiries, educating them on our products, and helping them make informed financial decisions. You will play a crucial role in enhancing customer satisfaction and driving business growth.
Key Responsibilities:
- Member Service Engagement: Build and maintain strong relationships with the members by understanding their financial needs and providing personalized service.
- Product Knowledge: Demonstrate thorough knowledge of financial products and services, including accounts, loans, investments, and insurance.
- Account Management: Assist clients with account opening, maintenance, transaction processing, and resolving any account-related issues.
- Financial Guidance: Educate clients on various financial products and services, including benefits, risks, and eligibility requirements.
- Sales Support: Identify opportunities to recommend additional products and services that align with client needs and contribute to sales targets.
- Compliance: Ensure all transactions and processes comply with regulatory standards and company policies.
- Reporting: Maintain accurate records of client interactions, transactions, and inquiries in our CRM system.
- Team Collaboration: Work closely with colleagues and management to enhance service delivery and optimize client satisfaction.
Qualifications:
- Experience: Previous experience in a customer service or financial role is highly desirable.
- Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
- Problem-Solving: Strong analytical and problem-solving skills, with a customer-focused mindset.
- Technical Proficiency: Proficient in Microsoft Office Suite and financial software applications; experience with CRM systems is a plus.
- Regulatory Awareness: Basic understanding of financial industry regulations and compliance standards.- Interpersonal Skills: Ability to work effectively in a team environment while also being self-motivated and proactive.
WorkingConditions
-Primarily office-based with occasional participation in community events andtraining programs.
-Flexible schedule may include evenings or weekends to meet branch needs.
-Physical requirements include standing, sitting, and occasional lifting of upto 20 pounds.
Benefits:
-Competitive salary based on qualifications and experience.
-Comprehensive benefits package, including health insurance, retirement plans,and paid leave.
-Opportunities for professional growth through training and developmentprograms.
EqualOpportunity Employer
FloridaA & M University Federal Credit Union is committed to building a diverseand inclusive workplace. We encourage applications from individuals of allbackgrounds and are proud to be an equal opportunity employer.