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  • Investment Consultant - Miami, FL

    Charles Schwab 4.8company rating

    Finance consultant job in Miami, FL

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $68k-126k yearly est. 1d ago
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  • Senior Analyst, Development & Investments

    Foundry Commercial 4.2company rating

    Finance consultant job in Boca Raton, FL

    Foundry Commercial was created to be a different kind of real estate company. Our motto - “It's Personal” - rings true in everything we do… we value authentic human experiences. At Foundry Commercial, there is a strong sense of community. From wellness fairs to ugly Christmas sweater parties to company fundraisers, Foundry associates lean in to support one other and the causes that are important to us. We bring a sense of teamwork, collegiality, and diversity to all that we do. At the heart of it all is trust and respect. These two things drive everything else. We have built a place where people truly know each other, celebrate together, learn together, and live life alongside each other. Foundry Commercial is currently seeking a Senior Analyst to join our Development and Investments (“D&I”) team in Boca Raton, Florida. We are looking for a motivated investment professional possessing a passion for real estate, strong financial skills, business acumen and leadership. The primary focus of this role will be analyzing and executing commercial real estate acquisition and development opportunities in industrial, office, healthcare and retail product types across Florida, Texas, Nashville, Atlanta, and the Carolinas. This is a great opportunity to develop the following: Solid foundation in the technical skills (quantitative and qualitative) required to analyze real estate investment opportunities; Ability to think strategically through the investment strategy and inherent risks and opportunities of an investment; Complete understanding of our investment process (analysis/underwriting, capitalization, approvals, asset management, and portfolio/fund management) by learning, implementing, and managing it; Deep appreciation for the level of attention to detail and organization required to successfully analyze, capitalize and execute both acquisition and development opportunities; and Broad exposure to numerous deals and the Foundry platform - our Analyst and Associate team benefits from exposure to over 100 deals annually in multiple product types across multiple markets while working with Deal Principals, Asset Management, Project Management, Accounting, Property Management and Brokerage teams. Essential Job Functions: Analyze and review offering materials, leases, operating statements, development budgets, equity and debt term sheets, third party due diligence reports, etc. Acquire and analyze key property and market information by gathering information from deal leads, brokers, property managers, etc. Develop advanced financial models and analysis using Argus and MS Excel. Prepare investment committee memos, equity/debt packages, presentations and reports for investors and lenders. Direct the gathering, organizing, and presenting of demographic, economic, and real estate market research, draw objective conclusions, and make recommendations. Execute the investment process, including underwriting, capitalization, due diligence, and closing. Contribute in the due diligence and closing process including review and tracking of due diligence requirements, third party reports, property/tenant information, JV and debt documentation, and closing statements. Aid on special projects and complete other duties as assigned. Ability and desire to work both independently and collaboratively in group settings amongst the team of analysts/associates within the “Deal Hub”. Education and Experience Requested: Analyst - Must have an Undergraduate degree, with an emphasis in Finance or Real Estate, internship and graduate degree preferred. Senior Analyst - Full-time commercial real estate work experience required. Undergraduate degree in finance or real estate required. Undergraduate degree in finance or real estate and graduate degree preferred. Proficiency in Excel and Argus is required - ability to conduct data analysis and real estate financial modeling, including complex debt and equity partnership structures. Proficiency in analytical writing - ability to effectively communicate and present well-reasoned and data-supported thoughts and ideas to a variety of audiences. Proficiency in AI tools including ChatGPT to assist in data analysis, efficiency, and creative problem solving. Relentless attention to detail with strong research, analytical and problem-solving skills. Excellent organizational, interpersonal, and oral/written communication skills. Ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties. Effective time manager - ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines. Extremely high energy, fast-paced and driven to succeed. Foundry Commercial is an Equal Opportunity Employer Foundry Commercial is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Foundry Commercial to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.
    $68k-116k yearly est. 21h ago
  • Investment Associate

    LD&D

    Finance consultant job in Miami, FL

    LD&D, a rapidly growing Miami-based real estate development and investment firm, is seeking an Investment Associate to join the team for a Spring or Summer 2026 start date. We are looking for a highly analytical and motivated individual who values teamwork and is eager to contribute to the company's growth. The ideal candidate will be capable of analyzing the performance of the firm's assets, underwriting new investment opportunities that align with the firm's investment theses, and modeling complex deal structures. This role involves reporting directly to the Vice President of Investments and entails close collaboration with the investment team and senior management across all stages of the development/investment cycle. Key Responsibilities: • Build and maintain financial models for development, acquisition, and asset-level investments, incorporating complex capital structures, promote waterfalls, and return analyses (IRR, MOIC, NPV). • Support the sourcing, underwriting, and execution of new investment opportunities across ground-up development and value-add strategies. • Coordinate due diligence efforts including review of third-party reports, financial statements, leases, and market studies to ensure smooth and timely closings. • Collaborate with development and asset management teams to track business plan execution, update project-level models, and monitor performance versus budget. • Assist in capital markets activities, including lender and equity partner outreach, financial deliverables, and preparation of offering memoranda and investor presentations. • Prepare internal and external materials, including investment committee memos, pipeline summaries, and quarterly investor updates. • Conduct market research and data analysis on rents, sales, construction costs, and macroeconomic trends to inform underwriting assumptions and strategic decisions. Qualifications: • Bachelor's degree in finance, economics, or a related field; Master's degree a plus. • 1+ years of experience in real estate, investment banking, private equity, or a related field. • Strong analytical and quantitative skills, with proficiency in financial modeling. • Excellent communication and presentation skills. • Ability to travel and manage a workload, as required by the projects. • Ability to work collaboratively in a team environment and independently. LD&D offers a competitive salary based on experience and full healthcare benefits.
    $69k-123k yearly est. 2d ago
  • Senior Financial Planning Analyst

    Jobsquad Staffing Florida 3.6company rating

    Finance consultant job in Boca Raton, FL

    The Senior Financial Planning Analyst (FP&A) will be an integral part of the Finance team and reports to the Finance Manager. The Financial Analyst will assist with the preparation of internal/external financial reports, Board of Directors materials, monthly in-depth office and department level reports, financial plans and provide ad hoc analysis for the organization. To be successful in the role, the Analysis must have advanced proficiency in Microsoft Excel modeling, financial scenario development and a deep understanding of complex financial concepts. PRIMARY DUTIES AND RESPONSIBILITIES: Assist in annual financial planning process, with quarterly reforecasts, periodic updates, and detailed office level plans Assist in reporting various data points to operational department heads, to allow for deeper insight into the performance of their functional area of the business Assist in developing and implementing provider performance reporting that gives better insight into their monthly performance Respond to and generate ad hoc analytics and reports Help drive key insights and analytics Assist in developing finance and business presentations, and related supporting materials QUALIFICATIONS: Bachelor's degree required and Master's degree preferred, with a concentration in one of the following disciplines: Finance, Economics, Accounting, or Mathematics Demonstrated success in financial modeling and analysis Experience with financial planning and analysis functions, including annual budget and long-term strategic planning Analyze income statement for variances versus budget and re-forecast Develop, maintain, and distribute ad-hoc reports and financial (Bradbury) models as needed Analyze business driving key performance indicators Other duties and special projects may be assigned Must be able to provide proof of eligibility to work in the U.S Solid organization, attention to detail, and communication skills, both written and verbal Able to work with others in a positive team environment Able to follow instructions and provide guidance and instruction to others
    $65k-91k yearly est. 1d ago
  • Associate Portfolio Analyst (financial services and FinTech environment)

    Net2Source (N2S

    Finance consultant job in Sunrise, FL

    Role: Associate Portfolio Analyst (financial services and FinTech environment) Term: Contract High level Overview - To manage all aspects of the operating expense base for the Tech Portfolio Management (TPM) organization. As a Portfolio Analyst, you will establish strong partnerships with the TBE leadership team, Finance, and peers across Tech Portfolio Management to ensure the financial success of TPM through sound financial management of monthly operating expenses. This position goes beyond traditional financial analysis and portfolio management, requiring advanced technical proficiency and experience optimizing processes through automation and tooling. Additionally, the successful candidate will require a transformational mindset and the ability to communicate and influence process and tooling requirements to empower new ways of working across TPM with appropriate controls and governance. JD. Supports financial tracking of projects and portfolios using data from the Enterprise Portfolio Management System, ensuring financial data integrity and alding in budget management, with guidance from peers and leaders Provides administrative support to project management resources for system updates and maintenance, ensuring data consistency and reliability Plays key role in driving continuous improvement of portfolio processes through tooling and automation, Identifying, influencing and implementing best practices to enhance overall Portfolio Management efficiency and effectiveness. Builds strong partnerships across technology, product, finance, and the business to understand stakeholder needs, manage expectations, user requirements and deliver against strategic priorities. 5 Acts as change agent throughout the organization with an ability to guide Individuals and teams through transition while enabling and supporting implementation of process and tool improvements to maximize benefits. Minimum Qualifications: Bachelor's degree in business administration, Finance, Information Technology, and/or comparable experience; advanced degree preferred. Advanced technical skills including but not limited to Apptio, Jira, VIVAR, Power Bl, advanced Excel, General Ledger, and Al tools (including ChatGPT and Copilot) with experience in leveraging automation to drive data analytics and financial modeling.. Ability to synthesize complex financial data for a non-finance savvy audience. Strong relationship building with the ability to collaborate and influence without authority. Demonstrated success navigating change and exhibiting intellectual curiosity to challenge the status quo and support significant transformation for optimal Impact. Proven track record of recognizing potential issues early and working toward thoughtful, solution-focused options. 3+ years of related experience in technology project management, portfolio management, project management with the proven ability to execute tasks quickly under tight timelines. Preferred Requirements: Ability to execute and maintain high performance under tight timelines and competing demands. Excellent written and verbal communication; advanced or expert PowerPoint and visual presentation skills a plus. Self-motivated and adaptable; ability to manage time effectively and thrive in ambiguous situations with limited leadership oversight. Experience within a I large technology, financial services or FinTech environment with working knowledge of software development processes and Agile methodologies. 5) Understand linkages between supply and demand spent provide meaningful, actionable insights and recommendations to ensure targets are achieved. 6) Understanding of multiple business functions preferred.
    $53k-89k yearly est. 2d ago
  • Corporate Finance Planning and Analysis

    Leeds Professional Resources 4.3company rating

    Finance consultant job in Doral, FL

    Exciting opportunity to join a leading and fast growing company headquartered here in Miami. This role will oversee training and development for the organization. Strong opportunities for career growth. Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancement Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 3 years' financial analysis experience Advanced knowledge of Excel
    $47k-71k yearly est. 2d ago
  • Senior Financial Planning Analyst

    Stevendouglas 4.1company rating

    Finance consultant job in Hollywood, FL

    We're partnering with a growing, asset-intensive company seeking a Senior FP&A Analyst to drive financial planning, reporting, and strategic analysis. This role will collaborate across departments and play a key part in shaping long-term financial strategy. What You'll Do Build and maintain driver-based financial models for forecasting and strategic planning Lead key parts of the annual budget, forecasts, and scenario analysis Deliver actionable insights on performance, profitability, and growth opportunities Partner with senior leaders to support decision-making and capital allocation Create executive-level reports, dashboards, and presentations Streamline FP&A processes through automation and standardized reporting What We're Looking For 3-5 years of experience in FP&A or related finance roles Bachelor's degree in Finance, Accounting, or Economics Advanced Excel and modeling skills; experience with BI tools (Power BI, Tableau, etc.) Strong analytical, communication, and business partnering skills Experience supporting strategic planning or M&A is a plus
    $64k-93k yearly est. 21h ago
  • Asset Management Analyst

    Atlas Search 4.1company rating

    Finance consultant job in Miami, FL

    The Real Estate Asset Management Associate will support the oversight and optimization of a portfolio of real estate investments throughout the hold period. This role focuses on driving asset-level performance, executing business plans, and supporting strategic initiatives in partnership with property management, leasing, development, and investment teams. The ideal candidate is analytically strong, detail-oriented, and capable of managing multiple assets and initiatives in a fast-paced investment environment. Key Responsibilities Asset & Portfolio Management Monitor asset-level financial performance versus budget, forecast, and underwriting Review monthly operating reports, rent rolls, leasing activity, and variance analyses Track key performance metrics including NOI, occupancy, leasing velocity, and cash flow Prepare quarterly asset reviews and portfolio-level reporting for internal stakeholders and investors Business Plan Execution & Value Creation Support execution of asset-level business plans, including leasing strategies, capital improvements, and operational initiatives Analyze and monitor capital expenditure programs and redevelopment projects Work closely with property managers, leasing brokers, and third-party vendors to drive performance Financial Analysis & Modeling Maintain and update detailed property-level financial models and cash flow projections Analyze lease transactions, renewals, tenant improvement packages, and concessions Support hold/sell analyses, refinancing, recapitalizations, and exit strategies Debt & Capital Markets Support Monitor loan compliance, covenants, and reserve requirements Assist with lender reporting, refinancing efforts, and due diligence processes Support coordination with capital partners and joint venture relationships Reporting & Governance Prepare materials for investment committee, board, and investor reporting Support audits, valuations, and internal control processes Ensure consistency in reporting and adherence to firm policies Qualifications Bachelor's degree in Finance, Real Estate, Economics, Accounting, or related field 1-4 years of experience in real estate asset management, acquisitions, investment banking, or consulting
    $47k-71k yearly est. 4d ago
  • Full-time Client Advisor - Aventura

    Tag Heuer

    Finance consultant job in Miami, FL

    A TAG HEUER CLIENT ADVISOR IS… …A PERFORMANCE-DRIVEN SALESPERSON WHO CONSISTENTLTY SEEKS TO ACHIEVE SALES TARGETS THROUGH SELLING TECHNIQUES & COLLABORATION Plays a central role on the sales floor, increasing boutique sales and achieving the objectives, by working on his/her own KPIs, always delivering memorable experiences & services in store Supports colleagues & other team members in the boutique Always has omnichannel sales in mind to ensure the best client experience (taking into consideration all possible clients' touchpoints) Proposes new ideas to develop sales (merchandising, events, product mix…) …A CLIENT DEVELOPMENT SPECIALIST WHO LEVERAGES ALL AVAILABLE RESOURCES TO BUILD LONG-LASTING PERSONAL CONNECTIONS WITH CLIENTS Embodies TAG Heuer's brand DNA and acts as a passionate Brand Ambassador in and outside the boutique, especially at events Achieves individual clienteling objectives (number of outreaches, appointments, sales from appointments…), leveraging all the tools provided Ensures qualitative client data collection and leverages the data to address clients in a personally relevant way, capitalizing on all opportunities to grow the business Communicates the brand story & DNA in an inspiring way, as well as advantages and technical details to build trust and long-lasting relationship …AN ACTIVE CONTRIBUTOR TO OPERATIONS EXCELLENCE WHO RESPECTS RETAIL & ADMINISTRATIVE PROCESSES ON THE FLOOR Contributes to all daily processes under the supervision of the Boutique management (inventory, cash, security, store opening and closing…) Leverages properly all tools (CEGID, Salesforce) and performs VM Coordinates Aftersales operations until the return of the watch Applies rigorously all guidelines related to grooming, attitudes, and Visual Merchandising (window animation, product presentation, catalogues…) Contributes to a positive, inclusive and supportive work environment Contributes to the store maintenance Ensures compliance with internal control policies Job Responsibilities HARD SKILLS Knowledge of luxury retail environment (minimum 2 year-experience) Knowledge / passion for watches, new trends in lifestyle, new technologies and sports Fluent in English + local language, a third language is a plus Selling skills: client discovery, product presentation, storytelling, upselling, handling of objections, sales closing, etc. Understanding of sales KPIs: traffic, conversion, sales in volume and value, ASP, mix of sales… Knowledge of Client and Clienteling KPIs Knowledge of digital tools Knowledge of / interest for Brand DNA, history & collections Knowledge of Front and Back tools Knowledge of (Brand) Retail Procedures Soft Skills Client-centric mindset, focused on recruiting new clients and growing the active client base, nurturing long term relationship with clients Open minded, excellent interpersonal and communication skills Energetic, self-motivated, action and results-oriented Self-starter, able to work effectively in a fast-paced and dynamic environment Adaptable to changes, flexible, able to bring up new ideas and solutions Team spirit, high integrity and transparency Ability to represent the Maison in & outside the store, great presentation skills Digitally savvy, fast learner and rigorous Salary is commensurate with experience: $19.00 - $22.00 per hour plus commission and quarterly bonus. Employee benefits: At our Maison, we offer a generous and comprehensive benefits package including medical insurance, bonus or commission structure, paid time off, retail holiday pay, 401k, automatic employee contribution, employee assistance programs and more. Equal Employment Opportunity Our Company values diversity and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, religious creed, national origin, ancestry, citizenship, sex, gender (including gender identity and expression), pregnancy, age, sexual orientation, physical or mental disability, medical condition, genetic information, sexual orientation, marital status, familial status, veteran status, or any other legally protected status under applicable federal, state or local laws. This policy applies to all terms and conditions of employment, including but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, and to perform crucial job functions.
    $19-22 hourly 3d ago
  • International Private Bank- Investment Professional- Associate

    JPMC

    Finance consultant job in Miami, FL

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the International Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Fluent in Portuguese Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
    $72k-112k yearly est. Auto-Apply 4d ago
  • International Private Bank- Investment Professional- Associate

    Jpmorgan Chase 4.8company rating

    Finance consultant job in Miami, FL

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the International Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. **Job Responsibilities** + Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates + Create mandates for discretionary accounts + Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct **Required Qualifications, Capabilities, and Skills** + Fluent in Portuguese + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Bachelor's Degree required + One plus years of industry related experience + Exceptional follow-up and follow-through skills **Preferred Qualifications, Capabilities, and Skills** + Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software + Experience and interest in financial markets and concepts + Excellent interpersonal skills + Self-starter, extremely organized and detail-oriented with strong commitment to accuracy JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $77k-109k yearly est. 12d ago
  • Global Investment Banking Summer Analyst Program - 2027

    Bank of America Corporation 4.7company rating

    Finance consultant job in Miami, FL

    We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities. Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. Within a focused industry or product group, summer analysts help orchestrate capital raising and strategic advisory transactions. Our Summer Analyst program is designed to offer you a broad and exciting experience of work as a full time Investment Banking analyst. During the summer you will be placed within one of our industry, country or product coverage teams. Your training and development is our top priority with extensive formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout. As a summer analyst, your key tasks and responsibilities may include but are not limited to: * Developing and maintaining complex financial models * Performing various financial analyses, including valuations and merger consequences * Conducting comprehensive and in-depth company and industry research * Preparation of presentation and other materials for clients * Participation in due diligence sessions, communication and interaction with deal team members * Management of several projects at once and work effectively as an individual and as part of a team Qualifications * Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028 * Must demonstrate a track record of superior performance in extracurricular and professional activities * 3.5 minimum GPA preferred * Must have a combination of strong quantitative/analytical skills, attention to detail and client focus * Strategic and creative thinking; distinguished written and oral communications skills * Assertiveness, initiative, leadership, strong work ethic, team focus * Ability to learn quickly and take on new responsibilities * Dedication to building a career in the investment banking industry (If you are interested in Leveraged Finance New York please apply to the Investment Banking Summer Analyst Program to be considered. If you are interested in Leveraged Finance Charlotte please apply to the Capital Markets Summer Analyst Program to be considered.) Bank of America does not complete third party forms from colleges, universities, or other parties. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA
    $65k-88k yearly est. 4d ago
  • ANALYST - CORPORATE FINANCE

    Crm In Davie, Florida

    Finance consultant job in Davie, FL

    The Corporate Finance Analyst is responsible for supporting the Corporate Finance, Capital Markets and Treasury functions by providing financial modeling and data analysis. This position will be responsible for building, maintaining and update financial models, carry out data and financial statement analysis, and supporting the negotiation and execution of capital markets transactions. This position requires a high degree of accuracy as the information provided by the Corporate Finance Analyst will be used to support strategic growth initiatives of the company and will be reviewed by senior management. Responsibilities Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources and conduct in-depth fundamental, financial and operational due diligence and analysis on new business forecasts, opportunities, investments and acquisitions Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate other corporate development and investment opportunities Participate in day-to-day deal execution, interacting with senior deal team members, management team, bankers, consultants, JV partners, legal counsel, transaction counterparties and other advisors Support due diligence activities including preparing virtual data rooms, tracking and coordinating the information flow across functional areas of the company, and reviewing and analyze information including the use of 3 rd party tools to provide additional data analytics Prepare descriptive memorandums, management presentations, board presentations, and other materials and collaborate with senior management on presentation materials for ratings agencies, prospective investors, lenders, capital providers, and other key parties Analyze market trends, competition and industry news. This job description reflects the position's essential functions; it does not encompass all of the tasks that may be assigned. Qualifications EXPERIENCE, EDUCATION, AND CERTIFICATIONS A bachelor's degree from a four-year college/university in an analytical and/or business-oriented major (Finance, Business or Accounting) is required. At least one (1) year of work experience in a high-paced environment focusing on qualitative and quantitative analysis. Previous experience in gaming, private equity, investment banking, M&A, strategy consulting firm, corporate finance or corporate development industries is preferred. MBA, CFA or CPA is desirable SKILLS Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, three-statement models and combined pro forma models Knowledge of corporate finance and accounting Experience analyzing company financials Ability to confidently and comfortably interact with a broad spectrum of parties, senior management, operational, legal and technical areas of the company, and external parties including partners, financial institutions, legal counsel and others in a professional and mature manner Deeply analytical and thoughtful in analyzing a company's financials and growth prospects. Exceptional Excel/modeling/forecasting skills are essential, as is advance knowledge of Word, PowerPoint and Outlook. Must have strong understanding of accounting, valuation, and financial statements Must be a VERY organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment Self-motivation and strong work ethic are vital. Must maintain robust multitasking abilities, service-oriented personality, be stress resistant, and possess an intellectual curiosity with an investigative mind Understanding of worldwide gaming markets, performance and regulations. Multiple language abilities a plus; fluency in English required. Must possess strong communication and listening skills, excellent speaking, reading and writing. Comprehend and use technical or professional language, either written or spoken, to communicate complex ideas. Ability to effectively pitch and present information in one-on-one and group situations to media, customers, clients, partners and other employees of the organization. Ability to perform complex quantitative calculations or reasoning using algebra, geometry, statistics, or abstract symbols. Ability to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information and deal with abstract variables for unique or unfamiliar situations. Strong organizational skills. Technology savvy. We can recommend jobs specifically for you! Click here to get started.
    $47k-75k yearly est. Auto-Apply 7d ago
  • Financial Analyst Intern

    Goodleap 4.6company rating

    Finance consultant job in West Palm Beach, FL

    GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Financial Analyst Intern role will play a key part in shaping the company's growth by supporting the B to C side of the business dealing with the homeowner app, virtual power plants, and third-party ownership consumer finance products. Essential Job Duties and Responsibilities: * Financial Modeling, Analysis & Pricing Development: Maintain, refine and develop financial models to analyze the profitability of new and existing consumer finance products. * Cost Optimization & Efficiency: Collaborate with FP&A to identify areas for cost reduction and operational improvements across all consumer finance products, focusing on enhancing product margins and driving financial efficiency. * Performance Tracking: Partner with technology to develop insightful dashboards and reports that can accurately track key performance indicators * Industry Research: Conduct market and industry research to identify trends, risks and opportunities that may impact consumer finance products and overall strategy. * Presentations, Reporting & Recommendations: Prepare high quality presentations and reports for senior executives and board members, providing actionable recommendations on pricing, profitability and new potential product lines. Required Skills, Knowledge and Abilities: * Bachelor's degree in finance, economics, business, mathematics or a related field (MBA, CFA or CPA is a plus). * Minimum GPA requirement: 3.0 GPA if applying as a recent grad * 0-4 years of experience in finance, accounting, consulting or a similar role. * Strong analytical skills with the ability to work with large datasets and draw meaningful insights. * Advanced proficiency in Microsoft Excel (financial modeling) and PowerPoint. * Ability to synthesize complex information into clear, concise recommendations. * Experience with financial forecasting, budgeting, and financial planning. * Excellent written and verbal communication skills. * Strong problem-solving skills with a proactive approach to challenges. Compensation: $20 - $25/hour Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $20-25 hourly 32d ago
  • Finance & Accounting Summer Intern

    Tower Hill Insurance Group, LLC 4.7company rating

    Finance consultant job in Palm Beach Gardens, FL

    Tower Hill Insurance Group has an exciting opportunity for a talented Finance & Accounting Summer Intern who enjoys intellectual challenges and is seeking a rewarding career with a company that is experiencing growth. Not only is Tower Hill Insurance one of Florida's most trusted names in homeowners insurance, but it offers great opportunities for career advancement and personal growth, along with very competitive benefits and rewards. We are growing at a consistent pace and seek professional individuals with drive, team mentality, who want to make an impact, and are committed to a long-term career in the insurance industry. The Intern position is a temporary, 12-week role designed to introduce students or recent graduates to the property and casualty insurance industry. In this program, the intern will be tasked with leading and completing a Lean Six Sigma project, with the opportunity to earn their Yellow Belt certification. ESSENTIAL DUTIES AND RESPONSIBILITIES * Attend Lean Six Sigma training and lead a project from inception to completion. * Interact and collaborate with internal departments to gain industry knowledge and achieve project goals. * Prepare and present project updates to senior management. * Become familiar with property and casualty insurance industry terminology. * Complete assigned trainings on property and casualty insurance industry knowledge. * Assist team members with day-to-day tasks and assignments. * Shadow team members and assigned executive mentor to gain insider knowledge of property and casualty insurance. * Network with others through participation in social company events. * Attend onboarding and training as assigned. PROJECT DESCRIPTION As a summer intern in the Finance and Accounting department, you will gain hands-on experience across multiple areas, including Financial Planning & Analysis (FP&A), Treasury, and MGA Accounting. This cross-functional internship offers a comprehensive view of how financial systems, operational workflows, and strategic planning contribute to the financial performance and integrity of the organization. You will support balance sheet reconciliation efforts by evaluating reconciliation platforms based on cost, efficiency, ease of use, and integration requirements. In Treasury, you will assist with daily cash management, investment tracking, and understanding premium application workflows. Additionally, you will participate in budgeting and forecasting, conduct competitor research, and collaborate with the accounting team to analyze budget variances. ADDITIONAL DUTIES This job description reflects the general duties considered necessary to describe the essential functions of the job and should not be considered a complete description of all the work requirements and expectations of the position. Tower Hill reserves the right to assign duties not listed herein as necessary to accomplish the goals of the organization. Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION Bachelor's Degree or High School Diploma or GED with ongoing progress towards a Bachelor's Degree required. EXPERIENCE No previous experience required. CERTIFICATIONS N/A LICENSES N/A Tower Hill Insurance is an equal opportunity employer, and all qualified applicants will receive consideration for employment 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. Tower Hill Insurance is committed to working with and providing reasonable accommodation for individuals with disabilities. If you need reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ********************* and let us know the nature of your request and your contact information. All applicants will receive an acknowledgement that their application has been received. Candidates will not receive status updates regarding their application; however, those candidates selected for further consideration will be contacted by Human Resources.
    $35k-40k yearly est. 33d ago
  • Financial Analyst (Real Estate)

    Leeds Professional Resources 4.3company rating

    Finance consultant job in Miami, FL

    We are seeking a skilled Financial Analyst with a strong background in real estate to support our dynamic real estate investment and drive strategic financial decision-making. This role will focus on financial modeling, investment analysis, and portfolio performance reporting for real estate assets. The ideal candidate will have a data-driven mindset, exceptional analytical skills, and experience in real estate financial analysis to contribute to the growth and profitability of our real estate portfolio. Key Responsibilities: Develop and maintain complex financial models to evaluate real estate investment opportunities, including acquisitions, developments, and dispositions. Analyze property performance, cash flows, and market trends to provide actionable insights and recommendations to senior management. Prepare detailed investment memoranda, budgets, and forecasts for real estate projects, ensuring alignment with strategic objectives. Conduct due diligence on potential real estate investments, including market research, lease analysis, and risk assessments. Monitor portfolio performance, track key metrics (e.g., NOI, cap rates, IRR), and prepare quarterly and annual reports for stakeholders. Collaborate with asset management, development, and finance teams to optimize property-level financial strategies and operational efficiency. Support capital market activities, including debt and equity financing, by preparing lender presentations and analyzing financing structures. Ensure compliance with financial reporting standards and real estate regulations, maintaining accurate documentation for audits. Perform ad-hoc financial analysis and research to support strategic initiatives and special projects. Required Skills and Experience: Bachelor's degree in Finance, Real Estate, Accounting, or related field. Minimum of 3 years of financial analysis experience with a focus on real estate investments or development. Advanced proficiency in financial modeling and Excel; experience with Argus Enterprise or similar real estate software is a plus. Strong understanding of real estate metrics (e.g., NOI, cap rates, IRR, NPV) and market dynamics. Proven ability to analyze complex financial data and present clear, actionable insights to stakeholders.
    $35k-54k yearly est. 4d ago
  • Senior Analyst, Development & Investments

    Foundry Commercial 4.2company rating

    Finance consultant job in Boca Raton, FL

    Foundry Commercial is currently seeking a Senior Analyst to join our Development and Investments (“D&I”) team in Boca Raton, Florida. We are looking for a motivated investment professional possessing a passion for real estate, strong financial skills, business acumen and leadership. The primary focus of this role will be analyzing and executing commercial real estate acquisition and development opportunities in industrial, office, healthcare and retail product types across Florida, Texas, Nashville, Atlanta, and the Carolinas. This is a great opportunity to develop the following: Solid foundation in the technical skills (quantitative and qualitative) required to analyze real estate investment opportunities; Ability to think strategically through the investment strategy and inherent risks and opportunities of an investment; Complete understanding of our investment process (analysis/underwriting, capitalization, approvals, asset management, and portfolio/fund management) by learning, implementing, and managing it; Deep appreciation for the level of attention to detail and organization required to successfully analyze, capitalize and execute both acquisition and development opportunities; and Broad exposure to numerous deals and the Foundry platform - our Analyst and Associate team benefits from exposure to over 100 deals annually in multiple product types across multiple markets while working with Deal Principals, Asset Management, Project Management, Accounting, Property Management and Brokerage teams. Essential Job Functions: Analyze and review offering materials, leases, operating statements, development budgets, equity and debt term sheets, third party due diligence reports, etc. Acquire and analyze key property and market information by gathering information from deal leads, brokers, property managers, etc. Develop advanced financial models and analysis using Argus and MS Excel. Prepare investment committee memos, equity/debt packages, presentations and reports for investors and lenders. Direct the gathering, organizing, and presenting of demographic, economic, and real estate market research, draw objective conclusions, and make recommendations. Execute the investment process, including underwriting, capitalization, due diligence, and closing. Contribute in the due diligence and closing process including review and tracking of due diligence requirements, third party reports, property/tenant information, JV and debt documentation, and closing statements. Aid on special projects and complete other duties as assigned. Ability and desire to work both independently and collaboratively in group settings amongst the team of analysts/associates within the “Deal Hub”. Education and Experience Requested: Analyst - Must have an Undergraduate degree, with an emphasis in Finance or Real Estate, internship and graduate degree preferred. Senior Analyst - Full-time commercial real estate work experience required. Undergraduate degree in finance or real estate required. Undergraduate degree in finance or real estate and graduate degree preferred. Proficiency in Excel and Argus is required - ability to conduct data analysis and real estate financial modeling, including complex debt and equity partnership structures. Proficiency in analytical writing - ability to effectively communicate and present well-reasoned and data-supported thoughts and ideas to a variety of audiences. Proficiency in AI tools including ChatGPT to assist in data analysis, efficiency, and creative problem solving. Relentless attention to detail with strong research, analytical and problem-solving skills. Excellent organizational, interpersonal, and oral/written communication skills. Ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties. Effective time manager - ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines. Extremely high energy, fast-paced and driven to succeed.
    $68k-116k yearly est. 60d+ ago
  • U.S. Private Bank - Investment Professional - Associate

    JPMC

    Finance consultant job in Miami, FL

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
    $72k-112k yearly est. Auto-Apply 60d+ ago
  • Financial Analyst Intern

    Goodleap 4.6company rating

    Finance consultant job in West Palm Beach, FL

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Financial Analyst Intern role will play a key part in shaping the company's growth by supporting the B to C side of the business dealing with the homeowner app, virtual power plants, and third-party ownership consumer finance products.Essential Job Duties and Responsibilities: Financial Modeling, Analysis & Pricing Development: Maintain, refine and develop financial models to analyze the profitability of new and existing consumer finance products. Cost Optimization & Efficiency: Collaborate with FP&A to identify areas for cost reduction and operational improvements across all consumer finance products, focusing on enhancing product margins and driving financial efficiency. Performance Tracking: Partner with technology to develop insightful dashboards and reports that can accurately track key performance indicators Industry Research: Conduct market and industry research to identify trends, risks and opportunities that may impact consumer finance products and overall strategy. Presentations, Reporting & Recommendations: Prepare high quality presentations and reports for senior executives and board members, providing actionable recommendations on pricing, profitability and new potential product lines. Required Skills, Knowledge and Abilities: Bachelor's degree in finance, economics, business, mathematics or a related field (MBA, CFA or CPA is a plus). Minimum GPA requirement: 3.0 GPA if applying as a recent grad 0-4 years of experience in finance, accounting, consulting or a similar role. Strong analytical skills with the ability to work with large datasets and draw meaningful insights. Advanced proficiency in Microsoft Excel (financial modeling) and PowerPoint. Ability to synthesize complex information into clear, concise recommendations. Experience with financial forecasting, budgeting, and financial planning. Excellent written and verbal communication skills. Strong problem-solving skills with a proactive approach to challenges. Compensation: $20 - $25/hour Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
    $20-25 hourly Auto-Apply 60d+ ago
  • Finance & Accounting Summer Intern

    Tower Hill Insurance Group 4.7company rating

    Finance consultant job in Palm Beach Gardens, FL

    Internship Description Tower Hill Insurance Group has an exciting opportunity for a talented Finance & Accounting Summer Intern who enjoys intellectual challenges and is seeking a rewarding career with a company that is experiencing growth. Not only is Tower Hill Insurance one of Florida's most trusted names in homeowners insurance, but it offers great opportunities for career advancement and personal growth, along with very competitive benefits and rewards. We are growing at a consistent pace and seek professional individuals with drive, team mentality, who want to make an impact, and are committed to a long-term career in the insurance industry. The Intern position is a temporary, 12-week role designed to introduce students or recent graduates to the property and casualty insurance industry. In this program, the intern will be tasked with leading and completing a Lean Six Sigma project, with the opportunity to earn their Yellow Belt certification. ESSENTIAL DUTIES AND RESPONSIBILITIES · Attend Lean Six Sigma training and lead a project from inception to completion. · Interact and collaborate with internal departments to gain industry knowledge and achieve project goals. · Prepare and present project updates to senior management. · Become familiar with property and casualty insurance industry terminology. · Complete assigned trainings on property and casualty insurance industry knowledge. · Assist team members with day-to-day tasks and assignments. · Shadow team members and assigned executive mentor to gain insider knowledge of property and casualty insurance. · Network with others through participation in social company events. · Attend onboarding and training as assigned. PROJECT DESCRIPTION As a summer intern in the Finance and Accounting department, you will gain hands-on experience across multiple areas, including Financial Planning & Analysis (FP&A), Treasury, and MGA Accounting. This cross-functional internship offers a comprehensive view of how financial systems, operational workflows, and strategic planning contribute to the financial performance and integrity of the organization. You will support balance sheet reconciliation efforts by evaluating reconciliation platforms based on cost, efficiency, ease of use, and integration requirements. In Treasury, you will assist with daily cash management, investment tracking, and understanding premium application workflows. Additionally, you will participate in budgeting and forecasting, conduct competitor research, and collaborate with the accounting team to analyze budget variances. ADDITIONAL DUTIES This job description reflects the general duties considered necessary to describe the essential functions of the job and should not be considered a complete description of all the work requirements and expectations of the position. Tower Hill reserves the right to assign duties not listed herein as necessary to accomplish the goals of the organization. Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION Bachelor's Degree or High School Diploma or GED with ongoing progress towards a Bachelor's Degree required. EXPERIENCE No previous experience required. CERTIFICATIONS N/A LICENSES N/A Tower Hill Insurance is an equal opportunity employer, and all qualified applicants will receive consideration for employment 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. Tower Hill Insurance is committed to working with and providing reasonable accommodation for individuals with disabilities. If you need reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ********************* and let us know the nature of your request and your contact information. All applicants will receive an acknowledgement that their application has been received. Candidates will not receive status updates regarding their application; however, those candidates selected for further consideration will be contacted by Human Resources.
    $35k-40k yearly est. 60d+ ago

Learn more about finance consultant jobs

How much does a finance consultant earn in Boca Raton, FL?

The average finance consultant in Boca Raton, FL earns between $37,000 and $92,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Boca Raton, FL

$58,000

What are the biggest employers of Finance Consultants in Boca Raton, FL?

The biggest employers of Finance Consultants in Boca Raton, FL are:
  1. Grandbridge Real Estate Capital
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