Energy Trader
Finance associate job in Lake Buena Vista, FL
"We create happiness.” That's our motto at Walt Disney Parks and Resorts. And it permeates everything we do. At Disney, you'll help encourage that magic by enabling our teams to push the limits and build the never-before-seen! Are you ready to join this team and make an impact?"
The Energy Trader will be a Walt Disney World Cast Member employed by the Reedy Creek Energy Services (RCES) organization which focuses on long-term Electric and Natural Gas plans for the Central Florida Tourism Oversight District (CFTOD). This position is responsible for short-term load forecasting, analyzing generation resources, managing power purchase agreements, and scheduling market energy in a manner that is reliable and least costly for CFTOD while complying with operating procedures and risk management policies. Additional responsibilities include providing analytical support for both short-term and long-term energy planning and as needed support for natural gas scheduling.
This position is an on-site opportunity based in Orlando, FL reporting to Manager of Energy Planning.
This position will require being available for on-call coverage of overnight hours as well as split weekend schedule.
You Will
Purchase electricity on an hourly and daily basis with favorable pricing and terms while ensuring compliance with operating procedures and risk management guidelines.
Schedule purchased power including reservation of transmission and transaction tagging.
Ensure accurate recording and reporting of transmission reservations, energy purchases, sales volumes, and pricing for invoicing
Reconcile the monthly purchase and sales invoices with external clients and prepare monthly summaries.
Monitor electric system loads and available resources to determine short-term needs.
Continually monitor the energy and transmission market for current and potential conditions.
In-depth knowledge of power purchase agreements terms and conditions, operating procedures and risk management policies.
Develop and maintain strong working relationships internally and with contacts across various wholesale marketing and trading organizations across the Southeast.
Provide analytical support for short-term and long-term resource planning and procurement.
Provide support for regional reporting.
Provide support on an as-needed basis for natural gas scheduling.
Provide updates and feedback to management on current and potential energy market conditions and other issues that may affect CFTOD.
You Will Have
Knowledge of utility energy planning and operations
Understanding the fundamentals of wholesale bulk power markets
Proficiency with the OATI transmission and tagging scheduling platform
Initiate/maintain business relationships with existing and potential business partners to stay abreast of current market conditions, ascertain opportunities, potential impact and expand market opportunities.
Proficient with Microsoft Excel.
Preferred Qualifications
5+ years of wholesale electric market experience.
Experience with Southeastern power markets.
Education
Bachelor's degree in business administration, Economics, Marketing or Finance or related experience is required.
Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities, and special extras that only Disney can provide. Learn more about our benefits and perks at ****************************************
#LI-ML3, #DXFOS
Job Posting Segment:
FOS
Job Posting Primary Business:
RCES (WDW)
Primary Job Posting Category:
Utility Services (Operations)
Employment Type:
Full time
Primary City, State, Region, Postal Code:
Lake Buena Vista, FL, USA
Alternate City, State, Region, Postal Code:
Date Posted:
2025-11-26
Auto-ApplyFinancial Associate - Licensed - Winter Garden, FL
Finance associate job in Winter Garden, FL
Financial Associate - Licensed Location: Winter Garden, FL Firm: The Lifewealth Group Job Type: Full-time, In-office About Us The Lifewealth Group is a respected and rapidly growing financial firm in Winter Garden, FL, known for delivering exceptional wealth management and financial planning services. We pride ourselves on our commitment to both client success and team culture. Your Role As our Financial Associate, you will work closely with advisors and high net worth clients to deliver world-class financial solutions. You'll help prepare for meetings, join advisors in client meetings, and provide outstanding client service and support. Key Responsibilities
Prepare detailed financial analyses, reports, and meeting materials for advisor and client presentations.
Act as an associate in advisor-led client meetings, assisting with plan construction and real-time support.
Build personalized financial plans tailored to the needs of high-net-worth clients.
Handle all aspects of client service, from answering questions and resolving issues to proactively anticipating client needs.
Collaborate across internal teams to ensure smooth operational processes and exemplary client satisfaction.
Support advisors in business development and help identify new opportunities for clients.
Stay current on industry trends, regulatory requirements, and best practices to uphold firm standards.
Requirements
Financial industry experience required
Active licenses: Series 7, 63, 65/66 & FL215 (life and Health)
Pursuing CFP a plus
Associates Degree preferred (Finance / Economics)
3 + years Financial Experience required
2 + working alongside a Financial Advisor in a fast-paced office environment
Strong communication and problem-solving skills
Detail-oriented and organized
Excellent communication skills - both written and verbal
Proactive Management Style and consistent follow-through
Salary:
$60,000-$80,000
Benefits:
Benefits:
Dental insurance
Flexible spending account
Health insurance
Health savings account
Paid time off
Retirement plan
Tuition allowance
This role has upward career ability to become Sr. Financial Planner or progress into an Advisory role in future. Presented by Advisor Employee Services Thank you for your interest in the Financial Associate - Licensed role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at **************************** the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Finance Manager
Finance associate job in Lake Mary, FL
WHAT WE'RE LOOKING FOR
The Finance Manager is a senior level employee within the company's Accounting and Finance Department. This position has the direct responsibility and accountability for all corporate accounting, banking, cash management, budgeting, accounts payable, accounts receivable and all financial transactions involving related entities. In addition, this position has responsibility for managing a team of Accounting and Finance employees.
A GLIMPSE INTO YOUR DAY
Responsible for analyzing and communication of monthly revenue and expense results and variances against budget.
Develops processes and procedures to monitor/report on key performance indicators and trends.
Monitors regional financial performance throughout the month and provides month-end financial reports.
Monitors key balance sheet accounts to ensure timely payment of Company obligations and receipts.
Responsible for generating the Company's financial reports in keeping with agreed upon schedules and acceptable levels of accuracy.
Ensures that all “trust accounts” are in balance, related liabilities are properly recorded and paid per contract terms and that all related parties are communicated with accordingly.
Provide insights about regional results to FP&A for purposes of developing accurate budgets and forecasts.
Develops and maintains accurate records of the Company's fixed assets, maintains fixed assets listing and resulting depreciated/amortization schedules.
Actively participates in the development, use and modification of financial software systems that will enable the senior management to monitor financial results and assess future business opportunities.
Interfaces and coordinates relationships with outside accountants and CPAs to ensure delivery of timely and accurate information required for the monthly close, tax returns, audits, etc.
Prepares periodic reports such as Historical Comparisons, Financial Trends, and Variance Analysis.
Reviews and approves journal entries, open invoice payables, and all balance sheet account reconciliations.
Partner with Treasury to provide insights that maximize all cash balances, interest income, and related balance reporting.
Refines and maintains existing methodology to project revenue, cash flows and Company obligations.
Develops systems and procedures to monitor/report on outstanding receivable and executes Company policy to facilitate timely collection of amounts due the Company.
Communicates with senior management at corporate level and provides reporting, financial research and analysis, and executes ad hoc assignments.
Oversees, directs, and organizes the work of Accounting and Finance employees.
Promotes a culture of high performance and continuous improvement that values learning and a commitment to quality.
Ensures adequate training for staff to facilitate coverage for critical department functions and to ensure proper general recordkeeping and financial controls.
Establishes and monitors staff performance and development goals, sets objectives, establishes priorities, and conducts annual performance reviews.
Performs other projects, duties, and tasks, as assigned.
WHAT SUCCESS LOOKS LIKE IN THIS ROLE
Advanced course work in bookkeeping and accounting.
Prior insurance accounting exposure and familiarity with industry terminology and financial practices.
10+ years finance and accounting experience including knowledge of US GAAP and financial statement preparation.
6+ years supervisory experience.
BA/BS in Accounting, Finance, Economics, Business or Statistics preferred.
CPA a plus.
Advanced knowledge of Microsoft applications, especially Word and Excel.
Must have advanced knowledge of computerized accounting systems.
Excellent analytical and mathematical skills.
Excellent interpersonal skills; strong oral and written communication.
Thorough knowledge of accounting procedures and principles.
Excellent problem solving, relationship management and critical thinking skills and the ability to prioritize multiple projects, meetings and deadlines.
Ability to lead and train others on various accounting related concepts, programs and tools.
Ability to function under tight constraints, consistently meet strict deadlines, prioritize, and multiple tasks in a demanding work environment.
Willingness to adhere to all principles of confidentiality.
Ability to work independently and on a team.
WHY CHOOSE RELATION?
Competitive pay.
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
Career advancement and development opportunities.
.
Note: The above is not all encompassing of the full position description.
Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
.
Auto-ApplyAutomotive Finance Representative
Finance associate job in Winter Park, FL
Job DescriptionAutomotive Finance Representative - Holler Classic
Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position
Holler-Classic Family of Dealerships, an
Automotive News
Top 150 dealership group with 12 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart - Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales.
Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Automotive Finance Representative Essential Duties and Responsibilities include the following:
Arrange bank financing
Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs
Provide customers with thorough explanation of contract, aftermarket products and extended warranties
Establish and maintain strong working relationships with several financial sources, including the manufacturer
Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations
Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner
Provides customer with complete explanation of manufacturer and dealership services procedures and policies
Minimum Qualifications:
College degree is preferred
Active Florida notary or ability to obtain
Strong background in retail sales or hospitality, automotive finance experience a plus
Experience offering various financial products preferred
Strong CSI scores
Strong history of selling AMO (After Market Options)
Reliable Transportation
Valid driver's license with acceptable driving record
Acceptable background and drug screening
Supervisory Responsibilities:
None
Job Type:
Full-Time
Benefits:
401(k) & 401(k) Matching
Employee Assistance Program
Health Insurance
Dental Insurance
Vison Insurance
Life Insurance
Flexible Spending Account
Paid Time Off After 6 months
Referral Program
Associate Discount Program
Schedule:
Ability to work a flexible schedule
Pay:
Pay will be discussed during the interview
Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process. ********************************************************************************************
Finance Manager
Finance associate job in Apopka, FL
City/Cities:
Apopka
Travel Required:
00% - 25% No
Shift:
At the Coca-Cola Company, we are a center of excellence who work collaboratively to find new and
innovative ways to strategically move the business forward by balancing the short-term and long-term
results, while proactively leading, shaping, and creating system value. We set the standards and policies
for the Company and we're looking for candidates with a proven ability to analyze and interpret financial
data to make a global impact for some of the most recognized brands in the world. We're looking for a
candidate that has demonstrated innovative approaches to delivering results in a fast-evolving, global
virtual operating model, which includes new systems, structures, and partners.
What you'll do for us
As a member of the Finance team, this role includes but is not limited to all tasks related to accounting for fixed assets, operating expenses, financial reporting and general accounting.
Preparation of capital, and depreciation expense budget.
Timely submit project funding, request for approvals, and project shifts in accordance to Local Chart of Authority (LCOA).
Ensures all capital invoices paid are accurately posted in the fixed assets register.
Prepares capital templates for reporting.
Asset verification and reconciling with fixed assets register. Follow-up with management any discrepancies, transfers of assets and idle equipment.
Participate in the process to dispose assets and the related accounting treatments.
Analyze and reconcile fixed assets accounts. Prepare the required management reports. Maintain fixed assets master data updated.
Leads, coordinates, and prepares the company's operating expense budget, strategic plans, reporting, variance analysis and presentation to management.
Process owner of all procedures related to operating and financing lease accounting.
Leads and owns monthly, quarterly, and year-end financial closing and reporting submission.
Prepares and records journal entries in accordance with GAAP.
Prepares monthly accruals.
Prepare balance sheet reconciliations.
Assures compliance and effectiveness of financial internal controls.
Assist with Corporate audit.
Contribute to ongoing continues improvement of accounting systems and business processes to increase efficiencies.
Assist with special projects as requested.
Participate and promote activities with the Productivity Team that contribute toward continuous improvement. (5S, Waste, Communication Center, CI, CAPA, etc.).
Safeguard the Company's assets and always apply information protection policies.
Qualification and Requirements:
Bachelor's degree in accounting / finance required. MBA or CPA is a plus.
5+ years of experience in financial accounting.
Strong knowledge of Generally Accepted Accounting Principles.
SAP (preferred), FC experience.
MS Excel skills - Advanced knowledge of MS Excel is essential for this role.
Power-BI training / experience is a plus.
High level of attention to detail and accuracy of data.
Proven ability to effectively communicate, influence, and build positive relationships with internal and external stakeholders.
Strong organizational skills and proven success to manage multiple competing priorities.
Ability to research, and problem solve.
Commitment to high standards, customer service, integrity, and ethics.
The Coca-Cola Company will not offer sponsorship for employment status (including, but not limited to, H1-B visa status and other employment-based nonimmigrant visas) for this position. Accordingly, all applicants must be currently authorized to work in the United States on a full-time basis and must not require The Coca-Cola Company's sponsorship to continue to work legally in the United States.
Skills:
Accounts Payable Process, Collaborative Leadership, Communication, Cost Accounting, Customer Service, Enterprise Resource Planning (ERP) Systems, Financial Accounting, Financial Forecasting, General Ledger (GL), Generally Accepted Accounting Principles (GAAP), Microsoft Office, Microsoft Power Business Intelligence (BI), Preparation of Financial Reports, Process Reviews, Tax Legislation, Troubleshooting
Pay Range:
$101,000 - $118,000
Base pay offered may vary depending on geography, job-related knowledge, skills, and experience. A full range of medical, financial, and/or other benefits, dependent on the position, is offered.
Annual Incentive Reference Value Percentage:
15
Annual Incentive reference value is a market-based competitive value for your role. It falls in the middle of the range for your role, indicating performance at target.
Our Purpose and Growth Culture:
We are taking deliberate action to nurture an inclusive culture that is grounded in our company purpose, to refresh the world and make a difference. We act with a growth mindset, take an expansive approach to what's possible and believe in continuous learning to improve our business and ourselves. We focus on four key behaviors - curious, empowered, inclusive and agile - and value how we work as much as what we achieve. We believe that our culture is one of the reasons our company continues to thrive after 130+ years. Visit Our Purpose and Vision to learn more about these behaviors and how you can bring them to life in your next role at Coca-Cola.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. When we collect your personal information as part of a job application or offer of employment, we do so in accordance with industry standards and best practices and in compliance with applicable privacy laws.
Auto-ApplyAutomotive Finance Representative
Finance associate job in Winter Park, FL
Automotive Finance Representative - Holler Hyundai
Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position
Holler-Classic Family of Dealerships, an
Automotive News
Top 150 dealership group with 10 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales.
Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Automotive Finance Representative Essential Duties and Responsibilities include the following:
Arrange bank financing
Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs
Provide customers with thorough explanation of contract, aftermarket products and extended warranties
Establish and maintain strong working relationships with several financial sources, including the manufacturer
Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations
Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner
Provides customer with complete explanation of manufacturer and dealership services procedures and policies
Minimum Qualifications:
College degree is preferred
Active Florida notary or ability to obtain
Strong background in retail sales or hospitality, automotive finance experience a plus
Experience offering various financial products preferred
Strong CSI scores
Strong history of selling AMO (After Market Options)
Reliable Transportation
Valid driver s license with acceptable driving record
Acceptable background and drug screening
Supervisory Responsibilities:
None
Job Type:
Full-Time
Benefits:
401(k) & 401(k) Matching
Employee Assistance Program
Health Insurance
Dental Insurance
Vison Insurance
Life Insurance
Flexible Spending Account
Paid Time Off After 6 months
Referral Program
Associate Discount Program
Schedule:
Ability to work a flexible schedule
Pay:
Pay will be discussed during the interview
Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process. ********************************************************************************************
Automotive Finance Representative
Finance associate job in Winter Park, FL
Automotive Finance Representative - Holler Classic Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position Holler-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 12 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales.
Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Automotive Finance Representative Essential Duties and Responsibilities include the following:
* Arrange bank financing
* Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs
* Provide customers with thorough explanation of contract, aftermarket products and extended warranties
* Establish and maintain strong working relationships with several financial sources, including the manufacturer
* Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations
* Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner
* Provides customer with complete explanation of manufacturer and dealership services procedures and policies
Minimum Qualifications:
* College degree is preferred
* Active Florida notary or ability to obtain
* Strong background in retail sales or hospitality, automotive finance experience a plus
* Experience offering various financial products preferred
* Strong CSI scores
* Strong history of selling AMO (After Market Options)
* Reliable Transportation
* Valid drivers license with acceptable driving record
* Acceptable background and drug screening
Supervisory Responsibilities:
* None
Job Type:
* Full-Time
Benefits:
* 401(k) & 401(k) Matching
* Employee Assistance Program
* Health Insurance
* Dental Insurance
* Vison Insurance
* Life Insurance
* Flexible Spending Account
* Paid Time Off After 6 months
* Referral Program
* Associate Discount Program
Schedule:
* Ability to work a flexible schedule
Pay:
* Pay will be discussed during the interview
Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process.
Finance Manager
Finance associate job in Ocala, FL
Job Details Volkswagen of Ocala - Ocala, FLDescription
At Gettel, our associates are our most valuable resource and growth is encouraged through diligence, teamwork & creativity. We offer a variety of training for everyone from Managers to Technicians; Gettel U and the Gettel Edge Program can provide you with the tools needed to take that next step. Above all, we have highest standard of honesty and integrity when conducting business. We are committed to an environment where the customer is always treated with respect and dignity... If you have an interest in automotive and a desire to develop a career in the industry, apply today!
What We Offer
Medical, Dental & Vision Insurance
Life Insurance
Health Savings & Flex Spending Accounts
Short & Long Term Disability
401K Plan
Holiday Pay
Personal & Sick Days
Paid Vacation
Paid Training
Growth Opportunities
Flexible Work Schedules
Discounts on products & services
Employee vehicle purchase plans
Saturday Lunches
Accident & Critical Care Plans
Qualifications
GENERAL RESPONSIBILITIES- FINANCE MANAGER
The Finance Manager reports directly to the General Manager and/or the General Sales Manager of the dealership as well as the GAMG Director of Finance.
FINANCE, INSURANCE AND PROTECTION PLAN SALES
The Finance Manager is responsible for presenting customers with available finance, insurance and protection options related to the purchase of their vehicle, and giving excellent customer service to ensure a positive buying experience. Our policy is to treat our associates and customers in the utmost professional, ethical, legal, and courteous manner.
All deals will be delivered using an interview menu selling system. The menu option chosen must be circled and signed by the customer.
Perform a meaningful disclosure of all documents including the term, rate, payment, price and all products sold.
Ensure that all documentation, recording and reporting is done so with 100% accuracy.
Maintain high Customer Satisfaction Index.
Maintain performance results consistent with monthly forecasts.
It is required to have 100% customer interviews at the salesperson's desk.
To protect the dealership and its assets by complying with all state and federal laws and guidelines.
Follow all Federal and Florida Statutes, including but not limited to:
Regulation B (Equal Credit Opportunity Act),
Fair Credit Reporting Act,
Fair and Accurate Credit Transactions Act of 2003 (Red Flags Rules),
Regulation M (Consumer Leasing),
Magnuson-Moss Warranty Act,
Fair Debt Collections Practices Act, Tax Reform Act of 1984 (Form 8300),
Regulation Z (Truth in Lending Act),
Gramm-Leach-Bliley Act ( see Gettel Information Security Policy Manual)
USA Patriot Act (OFAC), and
Adverse Action Notification.
Falsification of any documentation or failure to follow disclosure requirements will result in immediate termination.
Report any company policy and procedure violations to your General Manager.
If you feel your GM does not respond to your concerns, contact your controller. The dealer has an open door policy that applies to all associates.
All deals delivered outside the dealership to include mail-outs, must have signatures notarized to be valid. These deals will be subject to the Florida cooling-off rule and have 3 days to cancel the transaction.
All State approved, regulated or controlled insurance, aftermarket or other services products (VCS, credit life, disability) MUST be sold for the state-filed retail rate that has been supplied to you.
Financial Analyst
Finance associate job in Tavares, FL
The essential function of the position within the organization is to administer and coordinate the financial operations of the assigned department/division. The position is responsible for performing financial analyses of trends or sources of revenue, auditing accounts, tracking capital projects, preparing and maintaining budgets, processing accounts payable and accounts receivable, administering grant revenue, contracts, lease agreements and program activities, which may include the calculation, compilation, maintenance and verification of impact fee information. The position works under general supervision independently developing work methods and sequences.
This position shall be required to assist with emergency support functions in the event of a declared emergency and/or any other emergency duties as assigned.
Minimum Qualifications:
Any equivalent combination of education, training and experience may be considered. Requires a Bachelor's Degree in Accounting, Finance, Business or Public Administration or a closely related field and three (3) years of related experience.
May require a valid Florida driver's license.
Financial Services Representative - State Farm Agent Team Member
Finance associate job in Mount Dora, FL
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Financial Services Representative Insurance & Investment Sales
Kim Varnadore State Farm Agency
Drive Growth. Close Business. Build Financial Futures.
Are you a results-driven financial professional with a strong sales foundation and a passion for helping clients build long-term security? The Kim Varnadore State Farm Agency is seeking a high-performing Financial Services Representative who can combine financial expertise with a performance-driven sales mindset.
This is a fully licensed position (Life & Health required; FINRA Series 7 and 63 preferred). If youre not yet fully licensed, you must be willing to obtain the necessary credentialswith full agency support.
Role Description
As a Financial Services Representative, youll guide clients through critical financial decisions, offering tailored insurance and investment strategies that protect assets, build wealth, and strengthen long-term financial stability. Your ability to close business, drive new production, and deliver consultative guidance will directly shape your earning potential and the financial success of the clients you serve.
Key Responsibilities
Generate New Business
Actively market, present, and sell life, health, and financial service products.
Identify opportunities through warm leads, referrals, networking, and outbound outreach.
Consult & Advise
Provide personalized financial guidance including retirement strategies, asset allocation, and portfolio-aligned insurance products.
Build & Grow Relationships
Cultivate a strong book of business through trust, consistency, and results-driven service.
Maintain Compliance
Stay current on product offerings, financial regulations, and industry best practices.
Qualifications
A sales-dominant mindset with a proven track record in financial product sales or life/health insurance sales.
3+ years of financial services, investment advising, or related experience preferred.
Strong communication, analytical, and consultative selling skills.
Life & Health license required; FINRA Series 7 and 63 strongly preferred.
Motivated by performance goals, client impact, and uncapped earning potential.
Why Join Kim Varnadore State Farm?
High earning potential with competitive base pay + commission + performance bonuses.
Full licensing support for qualified candidates.
Growth opportunities within a top-performing, client-focused agency.
Access to a wide suite of insurance and financial products.
A meaningful career where you help clients build and protect their financial futures.
Ready to Take the Next Step?
If youre a driven financial professional seeking a high-earning, high-impact role with room to grow, wed love to meet you.
Apply today and build your future with Kim Varnadore State Farm.
Financial Services Representative - State Farm Agent Team Member
Finance associate job in Winter Garden, FL
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Blake Price - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
Prior financial services experience preferred.
Analytical and communication skills.
Ability to make presentations to potential customers.
Series 6/63/65 or 7 licenses preferred (must be able to obtain).
Financial Services Representative State Farm Agent Team Member
Finance associate job in Winter Garden, FL
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Were a State Farm Chairmans Circle and Ambassador for Life office, recognized for our commitment to excellence and service. Our team proudly gives back to the community through events like Pizza Fridays, toy drives for homeless children with Matthews Hope Ministry, and other impactful initiatives. With a vibrant team of 9 professionals and over 100 years of combined insurance experience, we foster a supportive, collaborative, and energetic work environment.
Be part of a team that values hard work, celebrates success, and gives back to the community.
ROLE DESCRIPTION:
As a Financial Services Representative State Farm Agent Team Member with Craig Martin - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Use your knowledge of State Farm insurance products to recommend, explain and sell policies to both cold and warm leads.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must currently hold their Florida 215 license.
Must currently hold Series 6/63/65 or SIE license.
Must be able to obtain other relevant financial service licenses.
Proven experience working as a financial services representative preferred.
Sound knowledge of financial legislation.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Personal Banker- Colony Branch
Finance associate job in The Villages, FL
About the Organization:
Citizens First Bank, a cornerstone of The Villages community, was founded by the visionary founders of The Villages in 1991. “We are a bank created specifically to fill the needs of our community and to conscientiously and joyously serve our Villagers residents in every possible way.” -Founder Harold Schwartz. Since that time, the vision of the Bank has expanded to build upon our purpose of serving the Villages in every way while sharing our exceptional service and lasting relationships with the people and businesses throughout Lake, Sumter, Marion and Citrus counties. Citizens First Bank: A Five Star Bank where hospitality meets finance.
About the Position:
Citizens First Bank is hiring a Personal Banker at our Colony Branch! Are you ready to make a difference?
At Citizens First Bank, we're more than just a financial institution. We're a community of passionate individuals committed to building lasting relationships with our customers. As a Personal Banker, you'll have the opportunity to be the face of our bank, providing exceptional service and guiding our customers towards their financial goals.
What you'll do as a Personal Banker:
Build Relationships: Connect with customers on a personal level, understanding their unique needs and aspirations.
Provide Expert Advice: Offer tailored financial solutions, from checking accounts to loans, to help customers achieve their dreams.
Drive Growth: Actively promote our products and services, contributing to the overall success of our branch.
Embrace Innovation: Stay up to date with the latest banking technologies and trends to deliver seamless customer experiences.
For more information, please see the attached job description.
Personal Banker Requirements:
Minimum:
High school diploma or equivalent required, one year in a customer service/retail environment and one to two years as a Teller.
Must be able to complete ICBA's Universal Banker Certificate Program within first year of hire. Must be detail oriented, have good general math skills, letter composition and typing skills.
Must be proficient in using Microsoft Office (Outlook, Word, Excel) and skilled in using a 10-key calculator.
Must be able to withstand varying degrees of stress and must be able to attend work regularly and on time and perform position requirements with little supervision.
Must have the ability to meet and greet internal and external customers in a professional, positive manner, ability to communicate effectively, ability to be flexible by being able to adjust adeptly to changing priorities, ability to function as a member of a team including participating in branch activities and displaying positive behavior.
Preferred:
Previous two years of experience as a Customer Service Representative and two years of experience as a Teller or in a combined role in a banking or related environment.
Completed ICBA's Universal
Personal Banker Benefits:
Citizen's First Bank offers an exceptional benefits package for full-time employees including medical dental, vision, short and long-term disability insurance options, 401K, and generous vacation allowance. All employees enjoy an annual calendar recognizing ten federal holidays which may be paid, a high-end hospitality environment with a strong promote-from- within culture, and the satisfaction that comes from serving the community and relationship building.
Citizens First Bank is committed to provide equal employment opportunity to all persons regardless of race, color, national origin, religion, sex, sexual orientation, gender identity, age, genetic information, marital status, protected veteran status or disability. In addition to federal law requirements, Citizens First Bank complies with applicable state and local laws governing nondiscrimination in employment in every location in which the Bank has facilities.
Citizens First Bank is proud to be a drug, alcohol, and weapons free workplace.
Specialist, Financial Aid
Finance associate job in Clermont, FL
The Financial Aid Specialist responsible for educating current and potential students by providing information on financial aid policies and procedures including, but not limited to, Satisfactory Academic Progress, federal and state aid eligibility, and Professional Judgement requirements. The Financial Aid Specialist manages the student contact through written, oral, telephonic, and electronic communication.
Responsible for demonstrating LSSC's core values of Caring, Communicating, Collaborating and Celebrating.
Some evenings may be necessary to assist with financial aid presentations.
Lake-Sumter State College assures civil rights for its students, employees, visitors, and contractors. LSSC prohibits discrimination on the basis of race, color, national origin, ethnicity, sex, age, disability, marital status, pregnancy, veteran status, religion, sexual orientation, or genetic information in any of its programs, activities, employment, and contracts.
* Provide exceptional customer service to a diverse community of students.
* Maintains office coverage for phones, email, chat and walk-in students.
* Hire, train, and supervise Financial Aid student workers.
* Maintain student confidentiality in accordance with FERPA regulations.
* Ability to assume new job duties that align with the goals and organizational structure of the college.
* Determine eligibility and assist the financial aid counselors in maintaining the Bright Futures program and other state program recipients.
* Review and process Consortium agreements between other institutions.
* Assist financial aid staff with verification and awarding of financial aid files.
* Collecting and reviewing documentation for C Flags.
* Maintain financial aid files and electronic records.
* Review and Recommend updates to the LSSC financial aid website.
* Responsible for reviewing and collecting all necessary documentation for all Unusual Enrollment History students.
* Update job procedures in the Department's Training Manual.
* Assist in facilitating on and off campus workshops.
* Preform other duties as assigned.
* Knowledge of Banner or comparable software programs.
* Working knowledge of federal regulations for financial aid programs.
* The incumbent must be flexible, adaptable to changes, and able to work effectively in a mature professional manner in a variety of settings in cross-cultural situations.
* Must demonstrate the ability to establish and maintain effective working relationships with college employee, students, and the public.
* Demonstrated strong mathematical aptitude and strong attention to details.
* Exceptional customer service skills.
* Knowledge of Excel, Microsoft XP, and other windows-based programs.
* Education Required: Associate degree from an accredited institution or equivalent combination of education and relevant work experience.
* Experience Required: Minimum of two (2) years' experience in clerical work including duties, which include customer service experience.
* Education Preferred: Bachelor's degree from an accredited institution or equivalent combination of education and relevant work experience.
Relationship Banker - Orlando North Market - Bilingual in English & Spanish Preferred
Finance associate job in Altamonte Springs, FL
Altamonte Springs, Florida;Lake Mary, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Relationship Banker-Zeph Commons
Finance associate job in Zephyrhills, 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:
12 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.
Energy Trader
Finance associate job in Lake Buena Vista, FL
**"We create happiness." That's our motto at Walt Disney Parks and Resorts. And it permeates everything we do. At Disney, you'll help encourage that magic by enabling our teams to push the limits and build the never-before-seen! Are you ready to join this team and make an impact?"**
The Energy Trader will be a Walt Disney World Cast Member employed by the Reedy Creek Energy Services (RCES) organization which focuses on long-term Electric and Natural Gas plans for the Central Florida Tourism Oversight District (CFTOD). This position is responsible for short-term load forecasting, analyzing generation resources, managing power purchase agreements, and scheduling market energy in a manner that is reliable and least costly for CFTOD while complying with operating procedures and risk management policies. Additional responsibilities include providing analytical support for both short-term and long-term energy planning and as needed support for natural gas scheduling.
This position is an on-site opportunity based in Orlando, FL reporting to Manager of Energy Planning.
This position will require being available for on-call coverage of overnight hours as well as split weekend schedule.
**You Will**
+ Purchase electricity on an hourly and daily basis with favorable pricing and terms while ensuring compliance with operating procedures and risk management guidelines.
+ Schedule purchased power including reservation of transmission and transaction tagging.
+ Ensure accurate recording and reporting of transmission reservations, energy purchases, sales volumes, and pricing for invoicing
+ Reconcile the monthly purchase and sales invoices with external clients and prepare monthly summaries.
+ Monitor electric system loads and available resources to determine short-term needs.
+ Continually monitor the energy and transmission market for current and potential conditions.
+ In-depth knowledge of power purchase agreements terms and conditions, operating procedures and risk management policies.
+ Develop and maintain strong working relationships internally and with contacts across various wholesale marketing and trading organizations across the Southeast.
+ Provide analytical support for short-term and long-term resource planning and procurement.
+ Provide support for regional reporting.
+ Provide support on an as-needed basis for natural gas scheduling.
+ Provide updates and feedback to management on current and potential energy market conditions and other issues that may affect CFTOD.
**You Will Have**
+ Knowledge of utility energy planning and operations
+ Understanding the fundamentals of wholesale bulk power markets
+ Proficiency with the OATI transmission and tagging scheduling platform
+ Initiate/maintain business relationships with existing and potential business partners to stay abreast of current market conditions, ascertain opportunities, potential impact and expand market opportunities.
+ Proficient with Microsoft Excel.
**Preferred Qualifications**
+ 5+ years of wholesale electric market experience.
+ Experience with Southeastern power markets.
**Education**
+ Bachelor's degree in business administration, Economics, Marketing or Finance or related experience is required.
Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities, and special extras that only Disney can provide. Learn more about our benefits and perks at *************************************** .
\#LI-ML3, #DXFOS
**Job ID:** 10135946
**Location:** Lake Buena Vista,Florida
**Job Posting Company:** Walt Disney World Resort
The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email Candidate.Accommodations@Disney.com with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.
Automotive Finance Representative
Finance associate job in Winter Park, FL
Automotive Finance Representative - Holler Classic
Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position
Holler-Classic Family of Dealerships, an
Automotive News
Top 150 dealership group with 12 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales.
Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Automotive Finance Representative Essential Duties and Responsibilities include the following:
Arrange bank financing
Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs
Provide customers with thorough explanation of contract, aftermarket products and extended warranties
Establish and maintain strong working relationships with several financial sources, including the manufacturer
Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations
Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner
Provides customer with complete explanation of manufacturer and dealership services procedures and policies
Minimum Qualifications:
College degree is preferred
Active Florida notary or ability to obtain
Strong background in retail sales or hospitality, automotive finance experience a plus
Experience offering various financial products preferred
Strong CSI scores
Strong history of selling AMO (After Market Options)
Reliable Transportation
Valid driver s license with acceptable driving record
Acceptable background and drug screening
Supervisory Responsibilities:
None
Job Type:
Full-Time
Benefits:
401(k) & 401(k) Matching
Employee Assistance Program
Health Insurance
Dental Insurance
Vison Insurance
Life Insurance
Flexible Spending Account
Paid Time Off After 6 months
Referral Program
Associate Discount Program
Schedule:
Ability to work a flexible schedule
Pay:
Pay will be discussed during the interview
Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process. ********************************************************************************************
Finance Manager
Finance associate job in Apopka, FL
City/Cities: Apopka Travel Required: 00% - 25% No Shift: At the Coca-Cola Company, we are a center of excellence who work collaboratively to find new and innovative ways to strategically move the business forward by balancing the short-term and long-term
results, while proactively leading, shaping, and creating system value. We set the standards and policies
for the Company and we're looking for candidates with a proven ability to analyze and interpret financial
data to make a global impact for some of the most recognized brands in the world. We're looking for a
candidate that has demonstrated innovative approaches to delivering results in a fast-evolving, global
virtual operating model, which includes new systems, structures, and partners.
What you'll do for us
* As a member of the Finance team, this role includes but is not limited to all tasks related to accounting for fixed assets, operating expenses, financial reporting and general accounting.
* Preparation of capital, and depreciation expense budget.
* Timely submit project funding, request for approvals, and project shifts in accordance to Local Chart of Authority (LCOA).
* Ensures all capital invoices paid are accurately posted in the fixed assets register.
* Prepares capital templates for reporting.
* Asset verification and reconciling with fixed assets register. Follow-up with management any discrepancies, transfers of assets and idle equipment.
* Participate in the process to dispose assets and the related accounting treatments.
* Analyze and reconcile fixed assets accounts. Prepare the required management reports. Maintain fixed assets master data updated.
* Leads, coordinates, and prepares the company's operating expense budget, strategic plans, reporting, variance analysis and presentation to management.
* Process owner of all procedures related to operating and financing lease accounting.
* Leads and owns monthly, quarterly, and year-end financial closing and reporting submission.
* Prepares and records journal entries in accordance with GAAP.
* Prepares monthly accruals.
* Prepare balance sheet reconciliations.
* Assures compliance and effectiveness of financial internal controls.
* Assist with Corporate audit.
* Contribute to ongoing continues improvement of accounting systems and business processes to increase efficiencies.
* Assist with special projects as requested.
* Participate and promote activities with the Productivity Team that contribute toward continuous improvement. (5S, Waste, Communication Center, CI, CAPA, etc.).
* Safeguard the Company's assets and always apply information protection policies.
Qualification and Requirements:
* Bachelor's degree in accounting / finance required. MBA or CPA is a plus.
* 5+ years of experience in financial accounting.
* Strong knowledge of Generally Accepted Accounting Principles.
* SAP (preferred), FC experience.
* MS Excel skills - Advanced knowledge of MS Excel is essential for this role.
* Power-BI training / experience is a plus.
* High level of attention to detail and accuracy of data.
* Proven ability to effectively communicate, influence, and build positive relationships with internal and external stakeholders.
* Strong organizational skills and proven success to manage multiple competing priorities.
* Ability to research, and problem solve.
* Commitment to high standards, customer service, integrity, and ethics.
The Coca-Cola Company will not offer sponsorship for employment status (including, but not limited to, H1-B visa status and other employment-based nonimmigrant visas) for this position. Accordingly, all applicants must be currently authorized to work in the United States on a full-time basis and must not require The Coca-Cola Company's sponsorship to continue to work legally in the United States.
Skills:
Accounts Payable Process, Collaborative Leadership, Communication, Cost Accounting, Customer Service, Enterprise Resource Planning (ERP) Systems, Financial Accounting, Financial Forecasting, General Ledger (GL), Generally Accepted Accounting Principles (GAAP), Microsoft Office, Microsoft Power Business Intelligence (BI), Preparation of Financial Reports, Process Reviews, Tax Legislation, Troubleshooting
Pay Range:
$101,000 - $118,000
Base pay offered may vary depending on geography, job-related knowledge, skills, and experience. A full range of medical, financial, and/or other benefits, dependent on the position, is offered.
Annual Incentive Reference Value Percentage:
15
Annual Incentive reference value is a market-based competitive value for your role. It falls in the middle of the range for your role, indicating performance at target.
Our Purpose and Growth Culture:
We are taking deliberate action to nurture an inclusive culture that is grounded in our company purpose, to refresh the world and make a difference. We act with a growth mindset, take an expansive approach to what's possible and believe in continuous learning to improve our business and ourselves. We focus on four key behaviors - curious, empowered, inclusive and agile - and value how we work as much as what we achieve. We believe that our culture is one of the reasons our company continues to thrive after 130+ years. Visit Our Purpose and Vision to learn more about these behaviors and how you can bring them to life in your next role at Coca-Cola.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. When we collect your personal information as part of a job application or offer of employment, we do so in accordance with industry standards and best practices and in compliance with applicable privacy laws.
Auto-ApplyPersonal Banker- Colony Branch
Finance associate job in The Villages, FL
About the Organization:
Citizens First Bank, a cornerstone of The Villages community, was founded by the visionary founders of The Villages in 1991. “We are a bank created specifically to fill the needs of our community and to conscientiously and joyously serve our Villagers residents in every possible way.” -Founder Harold Schwartz. Since that time, the vision of the Bank has expanded to build upon our purpose of serving the Villages in every way while sharing our exceptional service and lasting relationships with the people and businesses throughout Lake, Sumter, Marion and Citrus counties. Citizens First Bank: A Five Star Bank where hospitality meets finance.
About the Position:
Citizens First Bank is hiring a Personal Banker at our Colony Branch! Are you ready to make a difference?
At Citizens First Bank, we're more than just a financial institution. We're a community of passionate individuals committed to building lasting relationships with our customers. As a Personal Banker, you'll have the opportunity to be the face of our bank, providing exceptional service and guiding our customers towards their financial goals.
What you'll do as a Personal Banker:
Build Relationships: Connect with customers on a personal level, understanding their unique needs and aspirations.
Provide Expert Advice: Offer tailored financial solutions, from checking accounts to loans, to help customers achieve their dreams.
Drive Growth: Actively promote our products and services, contributing to the overall success of our branch.
Embrace Innovation: Stay up to date with the latest banking technologies and trends to deliver seamless customer experiences.
For more information, please see the attached job description.
Personal Banker Requirements:
Minimum:
High school diploma or equivalent required, one year in a customer service/retail environment and one to two years as a Teller.
Must be able to complete ICBA's Universal Banker Certificate Program within first year of hire. Must be detail oriented, have good general math skills, letter composition and typing skills.
Must be proficient in using Microsoft Office (Outlook, Word, Excel) and skilled in using a 10-key calculator.
Must be able to withstand varying degrees of stress and must be able to attend work regularly and on time and perform position requirements with little supervision.
Must have the ability to meet and greet internal and external customers in a professional, positive manner, ability to communicate effectively, ability to be flexible by being able to adjust adeptly to changing priorities, ability to function as a member of a team including participating in branch activities and displaying positive behavior.
Preferred:
Previous two years of experience as a Customer Service Representative and two years of experience as a Teller or in a combined role in a banking or related environment.
Completed ICBA's Universal
Personal Banker Benefits:
Citizen's First Bank offers an exceptional benefits package for full-time employees including medical dental, vision, short and long-term disability insurance options, 401K, and generous vacation allowance. All employees enjoy an annual calendar recognizing ten federal holidays which may be paid, a high-end hospitality environment with a strong promote-from- within culture, and the satisfaction that comes from serving the community and relationship building.
Citizens First Bank is committed to provide equal employment opportunity to all persons regardless of race, color, national origin, religion, sex, sexual orientation, gender identity, age, genetic information, marital status, protected veteran status or disability. In addition to federal law requirements, Citizens First Bank complies with applicable state and local laws governing nondiscrimination in employment in every location in which the Bank has facilities.
Citizens First Bank is proud to be a drug, alcohol, and weapons free workplace.
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