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Senior Energy Portfolio Analyst (Unit Commitment and Energy Trading)
Orlando Utilities Commission 4.5
Finance consultant job in Orlando, FL
OUC - The Reliable One, is presently seeking a Senior Energy Portfolio Analyst (Unit Commitment and Energy Trading) to join the Electric & Water Production division. At OUC, we don't just work - we're building a bright future of innovation and transformation for future generations. We are seeking a strategic, highly skilled energy professional to lead portfolio operations and wholesale energy marketing for the Florida Municipal Power Pool (FMPP). In this senior-level role, you will make and inform complex day-ahead operational and market decisions, optimize generation resources, and serve as a trusted subject-matter expert supporting reliable, cost-effective Balancing Authority operations. You will advise system operators and stakeholders on economic dispatch and market positioning, engage directly with FMPP members and external market participants, and lead cross-functional initiatives with meaningful operational and financial impact. OUC is an industry leader and the second largest municipal utility in Florida committed to innovation, sustainability, and our community, OUC's mission is to provide exceptional value to our customers and community by delivering sustainable and reliable services and solutions. Join a team of visionary Change Agents, Strategists, and Community Ambassadors who understand the vital role of diverse experiences in powering creativity and industry transformation. At OUC, each position contributes to the success and achievement of our goals. Click here to learn more about what we do. The ideal candidate will have: * Bachelor's degree in Engineering, Business, or related field required; MBA preferred. * Minimum of 5 years in Bulk Power System Operations, Unit Commitment, Energy Marketing, or Power Plant Control Center Operations, including at least 2 years as an Energy Marketer with direct responsibility for portfolio optimization, day-ahead trading, or utility commodity scheduling. * Advanced proficiency in load forecasting, economic dispatch, and wholesale energy markets, with experience applying judgment to optimize outcomes under changing system and market conditions. * Experience with production cost modeling software (GenTrader preferred), OATI applications (OASIS, eTag, web Trader). * NERC System Operator Certification at the "Balancing and Interchange Operator" level (preferred). * Strong knowledge of NERC standards, Network Integration Transmission Service (NITS), and wholesale market operations. * Demonstrated ability to lead and be accountable for projects or initiatives, provide strategic recommendations, and serve as a trusted advisor to operators, leadership, or stakeholders. * Ability to synthesize complex and incomplete data, assess risk, and develop actionable strategies that optimize portfolio performance, reliability, and cost. * Strong proficiency in Microsoft Office Suite, financial and market analysis, and effective communication with internal and external stakeholders, including market participants and system operators. OUC offers a very competitive compensation and benefits package. Our Total Rewards package includes, to cite a few: * Competitive compensation * Low-cost medical, dental, and vision benefits and paid life insurance premiums with no probationary period. * OUC's Hybrid Retirement Program includes a fully-funded cash balance account, defined contribution with employer matching along with a health reimbursement account * Generous paid vacation, holidays, and sick time * Paid parental leave * Educational Assistance Program, to include tuition reimbursement, paid memberships in professional associations, paid conference and training opportunities * Wellness incentives and free access to all on-site OUC fitness facilities * Access to family-oriented recreational areas * Paid Conference and Training Opportunities * Hybrid work schedule Click here to view our Benefits Summary. Salary Range: $128,000 - $192,000 annually - commensurate with experience Location: 6003 Pershing Ave, Orlando, FL 32822 Please see below a complete Job description for this position. Job Purpose: Responsible for performing the Operational Planning and Wholesale Energy Marketing functions for the Florida Municipal Power Pool (FMPP). This includes, but is not limited to, load forecasting, unit commitment, providing fuel consumption forecasts, engaging in profitable (or cost-saving) energy transactions, and coordinating with FMPP generation owners, transmission planners, and the Energy Control Center (ECC). Also responsible for taking lead role on projects and performing complex analysis related to these functions. Primary Functions: * Perform all aspects of Unit Commitment, Next Day Energy Marketing, and Hourly Energy Marketing tasks independently; * Manage multiple and concurrent FMPP members' requests for unit/resource availability (outages), and testing requirements to ensure most cost-effective solution is developed and implemented; * Evaluate multiple sources of weather forecasts and develop Native Load Forecast for the Florida Municipal Power Pool (FMPP) Balancing Authority (BA); * Collect and review Transmission Service Provider offerings and limitations for connecting the multiple areas of FMPP and integrate into daily operational plans; * Analyze and develop optimized daily operational plans to serve FMPP demand; * Interact with external wholesale energy market, analyze routine and complex transactions, and execute transactions that maximize profit and savings; * Generate and submit Transmission Service Requests (TSR) and e-Tags as required by Wholesale Market activity and Network Customer requirements; * Implement all daily Network Customer plans for FMPP BA members and deliver required reports to Network Transmission Providers as appropriate; * Compose required data to populate Energy Accounting Tools with accurate records of wholesale market and intra-Pool activities for proper financial balancing and invoicing; * Develop and deliver fuel consumption forecasts in support of daily operational plans; * Advise the FMPP Generation System Operator on economic dispatch of the BA; * Provide input and objective evaluation as subject matter expert of daily resource planning, optimization, and market interactions to various FMPP committees; * Develop, create, and deliver reports of daily operational plans and market activity; * Perform callout duties, as required, due to significant changes in system conditions - including, but not limited to, interaction with wholesale market, redeveloping daily operational plan, and delivering adjusted fuel consumption forecasts; * Coordinate multiple FMPP member Network Customer requirements for the BA; * Perform project and team leadership duties including, but not limited to, coaching, training, and reviewing work; * Provide subject matter expertise including, but not limited to, performing research and analysis, providing recommendations, and preparing and delivering presentations; * Assist Manager, Energy Portfolio Analysis & Settlements and Supervisor, Energy Portfolio Analysis & Trading with Purchase Power Agreements (PPA) by performing research and analysis, reviewing contract language, and supporting operational implementation; * Assist the FMPP Clearinghouse Price (CHP) Administrator in troubleshooting any balancing or financial departures within the FMPP settlement process; * Develop business relationships with existing and new market participants; * Serve as liaison with Energy Portfolio Analysis & Trading software providers/vendors (i.e. PCI, OATI) and supporting Business Units (i.e. IT, EMS) to ensure software and tools remain current and full capabilities are utilized; * Serve as Energy Portfolio Analysis & Trading team representative on FMPP (Sub) Committee(s) and Task Force(s); functions include, but are not limited to, attending meetings, development, review, and edit of FMPP policies and procedures, and participating in projects, studies, and analysis; * Lead ad-hoc analysis in support of FMPP (Sub) Committee and Task Force requests; * Lead cross-functional projects and groups; * Develop, test, and maintain tools required to perform above duties effectively and efficiently; * Perform other duties as assigned. Technical Requirements: * Working knowledge of all, but not limited to, the following: * Bulk Power Operations; * Engineering principles related to: * Power Production and Bulk Power; * Unit Commitment and Economic Dispatch; * Market Position Analysis (Production and Avoided Costs); * Load Forecasting; * Wholesale Energy Trading * Software Applications * Production cost modeling software (GenTrader preferred); * OATI OASIS * OATI eTag * OATI web Trader * Network Integration Transmission Service (NITS) * NERC Standards; * Familiarity with all, but not limited to, the following: * Power Pool Operations; * Project management and financial analysis; * Related industry, organizational and departmental policies, practices, and procedures; legal guidelines, ordinances, and laws; * Effective written and verbal communication skills; * Strong negotiation skills and ability to discover near term market conditions to optimize our profitability in the wholesale energy market through transactions traded around our generation assets and resources; * Strong analytic skills and ability to draw reasonable conclusions and make recommendations based on available data, facts, and uncertainty; * Ability to: * Interpret and apply a variety of procedures, policies, and/or precedents; * Develop comprehensive, in-depth reports for FMPP management, (Sub) Committees, and Task Forces * Lead cross-functional teams, analysis, and projects; * Make arithmetic computations using whole numbers, fractions and decimals; compute rates, ratios and percentages; * Use Microsoft Office Suite (Word, Excel, Outlook, etc.) and standard office equipment (telephone, computer, copier, etc.). Education/ Certification/Years of Experience Requirements: * Bachelor's Degree in Engineering, Business, or related field from an accredited college or university. In lieu of a degree, equivalent combination of education, experience, certification may be substitutable. * Minimum of five (5) years of experience in Bulk Power System Operations, Unit Commitment, Energy Marketing, or Power Plant Control Center Operations, to include a minimum of two (2) years of experience as an Energy Marketer; * Master's in Business Administration degree (preferred); * NERC System Operator Certification with a minimum level of "Balancing and Interchange Operator" (preferred). Working Conditions: This job is absent of disagreeable working conditions. This job consists of working in an office environment. Physical Requirements: This job consists of frequent speaking, hearing, typing, reading, writing and detailed inspection, and sitting. OUC-The Reliable One is an Equal Opportunity Employer who is committed through responsible management policies to recruit, hire, promote, train, transfer, compensate, and administer all other personnel actions without regard to race, color, ethnicity, national origin, age, religion, disability, marital status, sex, sexual orientation, gender identity or expression, genetic information and any other factor prohibited under applicable federal, state, and local civil rights laws, rules, and regulations. EOE M/F/Vets/Disabled
$128k-192k yearly 9d ago

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Principal Financial Analyst
Northrop Grumman 4.7
Finance consultant job in Melbourne, FL
RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE TYPE: SecretTRAVEL: Yes, 10% of the TimeDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Please note that this opportunity is contingent on program funding. Start dates are determined after funding confirmation. Northrop Grumman Aeronautics Systems is seeking a Principal Financial Analyst (Level 3) to join our team of qualified, diverse individuals. This position will be located on site daily in Melbourne, FL. Essential Functions: Management of program financials, including: monthly financial and cost forecasting, reporting and analysis, profitability analysis, and working capital analysis (accounts receivable forecasting, treasury forecasting, unbilled analysis, and aged receivables analysis) Possess the ability to prepare and provide weekly/monthly analytical reports to support cost variance/trend analysis Support the development of the consolidated Long Range Strategic Plan and Annual Operating Plan Work cross functionally to develop strategies to improve financial performance based on metrics Support the development of presentations for, and brief to leadership Support Sarbanes-Oxley (SOX) compliance requirements Basic Qualifications: Bachelor's degree with 5 years of Finance, Accounting, and/or Business-related experience, or a Master's degree with 3 years of Finance, Accounting, and/or Business-related experience Experience with SAP, IBM Cognos software, COBRA Proficiency in Microsoft Office Suite (Excel, Word and PowerPoint) Your ability to transfer and maintain the final adjudicated government Secret Clearance (DoD must be in-scope or enrolled in Continuous Evaluation) and any program access(es) required for the position within a reasonable period of time, as determined by the company Preferred Qualifications: Degree in Finance, Accounting, Economics, or Business-related discipline Expertise in financial analysis Strong problem solving and analytical skills; ability to make recommendations and provide guidance to effectively drive projects to completion. Demonstrated ability to effectively manage multiple activities concurrently, able to quickly adapt to multiple demands, shifting priorities, and rapid changes. Excellent oral and written communication skills and a keen attention to detail CPA License Knowledge of EVMS/FAR/DFARS #AS-FA3 We offer phenomenal learning opportunities, exposure to a wide variety of projects and customers, and a very friendly collaborative workplace. We are looking for self-motivated, proactive, and goal-oriented people to help us grow our services and become even better at what we do. Does this sound like you? Our Employee Resource Groups (ERGs) provide benefits for the member, our leaders and the company. Our ERGs offer opportunities to be a friend, be active, be a volunteer, be a leader, to be recognized and to be yourself! Every ERG is inclusive of all employees! At Northrop Grumman, we are innovating-- building the next generation of sophisticated aircraft to protect our country. Our diverse portfolio of programs means there are endless paths to cultivate your career. We are well-known for our inclusive, family environment, as well as our excellent work/life balance. We also offer exceptional benefits/healthcare, a 9/80 schedule, and a great 401K matching program. Primary Level Salary Range: $78,700.00 - $118,100.00The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit *********************************** U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
$78.7k-118.1k yearly Auto-Apply 60d+ ago
Sr Portfolio Analyst
Walt Disney Co 4.6
Finance consultant job in Orlando, FL
Technology is at the heart of Disney's past, present, and future. Disney Entertainment and ESPN Product & Technology is a global organization of engineers, product developers, designers, technologists, data scientists, and more - all working to build and advance the technological backbone for Disney's media business globally. The team marries technology with creativity to build world-class products, enhance storytelling, and drive velocity, innovation, and scalability for our businesses. We are Storytellers and Innovators. Creators and Builders. Entertainers and Engineers. We work with every part of The Walt Disney Company's media portfolio to advance the technological foundation and consumer media touch points serving millions of people around the world. Here are a few reasons why we think you'd love working here: Building the future of Disney's media: Our Technologists are designing and building the products and platforms that will power our media, advertising, and distribution businesses for years to come. Reach, Scale & Impact: More than ever, Disney's technology and products serve as a signature doorway for fans' connections with the company's brands and stories. Disney+. Hulu. ESPN. ABC. ABC News…and many more. These products and brands - and the unmatched stories, storytellers, and events they carry - matter to millions of people globally. Innovation: We develop and implement groundbreaking products and techniques that shape industry norms and solve complex and distinctive technical problems. The Business Operations team helps guide and articulate technology strategy and research, and is responsible for driving the day-to-day operation of the Product & Technology organization, including: project and portfolio management and tracking; organization-level capital, space, and resource management and allocation; process management; technical incident management; and our administrative and workplace experience support team. Scope of Responsibility: The Portfolio Management group oversees the Disney Entertainment and ESPN Product & Technology (DEEP&T) portfolio strategy and processes for capital and expense. The Lead Portfolio Analyst is responsible for developing and maintaining projects for DEEP&T's alignment to evolving business priorities and changing budgetary requirements. This role collaborates closely with Global Program Management (GPM), Strategic Planning and Senior Business Leaders to maximize benefits for project reporting and consolidation. The Senior Portfolio Analyst reports to and receives direction from the Manager / Lead Portfolio Analyst, Portfolio Management. Essential Functions: * Strategic Portfolio & Financial Planning: Participate in creating the Capital Portfolio of work and the Capital Budget. * Work with stakeholders to collect, build, and validate Quarterly Forecast information. * Proactively gather and validate necessary inputs from the Alliances to support portfolio capital planning and execution, including forecast and current month allocations. * Perform evaluations and analysis of the active portfolio to ensure alignment with business goals and budgets. * Proactively identify financial trends, recommend adjustments, and signal potential issues. * Stakeholder Engagement & Collaboration * Collaborate with relevant stakeholders to gather necessary inputs and provide actionable insights or documentation as needed. * Support ad-hoc initiatives with various alliances to ensure foundational financial readiness. * Respond to ad-hoc requests from leadership and supported alliances with a focus on speed, accuracy, and clarity. * Prioritize incoming requests based on urgency, business impact, and deadlines, ensuring timely and high-quality deliverables. * Maintain regular communications with Portfolio Management team, peers, and DEEP&T managers. * Communicate regularly with Accounting and Finance departments. * Reporting & Governance * Generate detailed project reports for stakeholders; ensure completeness, accuracy, and timeliness. * Develop and maintain the project approval process. * Maintain and govern the list of Technology programs reflecting project performance. * Process new work requests and ensure prioritization based on business need, budget, and resource availability. * Operational Execution * Perform monthly resource allocations from expense to capital. * Perform monthly capital accruals. * Assist the Fixed Assets team in asset capitalization and confirm project details. * Provide support to various Disney Entertainment and ESPN Product & Technology (DEEP&T) Alliances * Compliance & Risk Management * Assure compliance with tax, legal, asset accounting, and TWDC policies and procedures. * Proactively resolve issues related to the portfolio or budget. * Escalate issues as appropriate. Required Qualifications: * BS in Business or related field. * Strong organizational, interpersonal, and communication skills. * Strong analytical skills, including expertise in Microsoft Excel, Airtable, and other MS Office programs. * Thorough understanding of Portfolio Management and Project Accounting concepts and practices. * Minimum 5+ years' experience. * Familiarity with corporate accounting software such as SAP, and visualization tools like PowerBI is a plus. About Disney Entertainment and ESPN Product & Technology: At Disney Entertainment and ESPN Product & Technology, we're blending imagination and innovation to reimagine the ways people experience and engage with the world's most beloved stories and products. Our work is wide-ranging and deeply sophisticated. We create amazing experiences, transform the future of media, and build products and platforms that enable the connection between people everywhere and the stories and sports they love. Disney's ability to marry world-class technology with one-of-a-kind creativity makes us unique. It is at the heart of our past, present, and future. We are Storytellers and Innovators. Creators and Builders. Entertainers and Engineers. About The Walt Disney Company: The Walt Disney Company, together with its subsidiaries and affiliates, is a leading diversified international family entertainment and media enterprise that includes three core business segments: Disney Entertainment, ESPN, and Disney Experiences. From humble beginnings as a cartoon studio in the 1920s to its preeminent name in the entertainment industry today, Disney proudly continues its legacy of creating world-class stories and experiences for every member of the family. Disney's stories, characters and experiences reach consumers and guests from every corner of the globe. With operations in more than 40 countries, our employees and cast members work together to create entertainment experiences that are both universally and locally cherished. This position is with Disney Streaming Technology LLC, which is part of a business we call Disney Entertainment and ESPN Product & Technology. Disney Streaming Technology LLC is an equal opportunity employer. Applicants will receive consideration for employment without regard to race, religion, color, sex, sexual orientation, gender, gender identity, gender expression, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information or disability, or any other basis prohibited by federal, state or local law. Disney champions a business environment where ideas and decisions from all people help us grow, innovate, create the best stories and be relevant in a constantly evolving world. Apply Now Apply Later Current Employees Apply via My Disney Career Explore Location
$69k-114k yearly est. 9d ago
Financial Risk Consultant
The Strickland Group 3.7
Finance consultant job in Palm Bay, FL
Navigate Uncertainty, Deliver Clarity - Become a Financial Risk Consultant Are you driven by data, strategy, and impact? As a Financial Risk Consultant, you'll help clients identify, assess, and manage financial exposure-providing insight-driven solutions that build resilience and support smarter decision-making. What You'll Do: 📊 Risk Assessment & Analysis - Evaluate financial risk exposures across investment portfolios, credit, liquidity, market, and operational domains. 📈 Strategic Consulting - Advise clients on risk mitigation strategies that align with their business goals and regulatory requirements. 🔍 Modeling & Forecasting - Utilize financial modeling tools and scenario analysis to measure risk probabilities and potential outcomes. 💼 Client Advisory - Serve as a trusted advisor-translating complex risk data into actionable insights and solutions. 🧠 Regulatory Compliance - Ensure clients understand and comply with evolving financial regulations and risk frameworks. What You Bring: ✔ Strong foundation in financial analysis, risk management, and economics ✔ Experience with tools like Excel, Python, R, or risk modeling platforms ✔ Excellent communication and stakeholder management skills ✔ Analytical thinking and attention to detail ✔ Familiarity with industry regulations (e.g., Basel III, IFRS, Dodd-Frank) Why This Role Matters: ✅ You help clients build financial resilience ✅ You reduce uncertainty through strategic foresight ✅ You support growth through informed decision-making ✅ You bring value by protecting what matters most 💼 Shape the Future of Financial Security - Be a Financial Risk Consultant. Ready to turn complexity into clarity? Let's build a stronger financial future together.
$42k-70k yearly est. Auto-Apply 60d+ ago
Financial Analyst Finance Planning - Corporate Finance Support
Health First 4.7
Finance consultant job in Rockledge, FL
Job Requirements located in Brevard County Florida The Financial Analyst, Financial Planning provides superior quality, competitive value and outstanding service by performing detail analysis of potential new lines of businesses, development of business plans, and performing financial analysis in support of the Health First Integrated Delivery Network (IDN), and its affiliates. The Financial Analyst, Financial Planning supports the capital and operating budgets and the long range financial forecast processes, monitoring and reporting against goals or expectations, and participating in the development of the teammates. PRIMARY ACCOUNTABILITIES: * Ensures the integrity, accuracy, and timeliness of department deliverables. * Serves as a resource to guide and support guides teammates by providing necessary strategic and financial support of IDN wide projects. * Supports clinical complex lines of business through leveraging clinical and financial concepts. * Participates proactively in generating specific annual department goals and objectives. * Develops and shares profitability analysis of IDN wide projects and initiatives. * Collaborates with stakeholders on IDN financial recommendations based on analysis. * Partners with assigned business lines regarding the development of capital and operating budgets, the long range financial forecast, and measurement of key performance indicators against goals or targets. 8.Prepares and reviews capital requests, ensuring that they include relevant, meaningful justifications and supporting documentation and proformas where appropriate. 9.Analyzes trends and metrics in partnership with Strategy and Corporate Finance teams to develop solutions, programs and policies to support the organization and individual business units. 10.Delivers finance related training and assistance to other Associates and customers. 11.Assists in maintaining proper documentation of policies and procedures. 12.Builds and maintains effective relationships with all customers and Associates across the IDN. Work Experience MINIMUM QUALIFICATIONS: This is an onsite position located in Brevard County Florida Education: Bachelor's degree in finance, Accounting, or a relevant field. Work Experience: Two (2) years of financial analysis experience. Licensure: None Certification: None Skills/Knowledge/Abilities: Ability to work with limited supervision. Enthusiasm and high level of job interest. Possess excellent analytical and problem-solving skills. Possess computer abilities as well as oral and written communication skills. Demonstrate the ability to relate well with all customers and peers. Know and apply fundamental clinical and financial concepts necessary to analyze operational performance of the departments. Ability to prioritize and organize to maximize quality, value and service. Remain current on all financial regulations and standards. Ability to remain resilient and maintain a positive perspective in the midst of stress and continuous change. PHYSICAL REQUIREMENTS: Majority of time involves sitting or standing; occasional walking, bending, and stooping. Long periods of computer time or at workstation. Light work that may include lifting or moving objects up to 20 pounds with or without assistance. May be exposed to inside environments with varied temperatures, air quality, lighting and/or low to moderate noise. Communicating with others to exchange information. Visual acuity and hand-eye coordination to perform tasks. Workspace may vary from open to confined. May require travel to various facilities within and beyond county perimeter; may require use of personal vehicle. Benefits ABOUT HEALTH FIRST At Health First, diversity and inclusion are essential for our continued growth and evolution. Working together, we strive to build and nurture a culture that recognizes, encourages, and respects the diverse voices of our associates. We know through experience that different ideas, perspectives, and backgrounds create a stronger and more collaborative work environment that delivers better results. As an organization, it fuels our innovation and connects us closer to our associates, customers, and the communities we serve. Schedule : Full-Time Shift Times : 800am_500pm Paygrade : 37
$53k-67k yearly est. 33d ago
Financial /Budget Analyst Journeyman
Optimal Solutions and Technologies 3.3
Finance consultant job in Orlando, FL
Optimal Solutions & Technologies (OST, Inc.) is focused on excellence. We specialize in providing Management Consulting, Information Technology, and Research Development and Engineering services. OST is one of an elite set of companies worldwide to be externally appraised CMMI Level 5. The fundamental distinction of the OST team is its business knowledge in both the public and private sectors. We serve the aerospace & transportation, association & nonprofit, defense, education, energy, financial, healthcare, and technology & telecommunications industries. OST is successful because we listen to our clients, we learn from our clients, and we know our clients. Financial / Budget Analyst Description of Specific duties in a typical workday for this position: The Financial / Budget Analyst provides financial management, budget execution, and fiscal analysis support to PM Synthetic Environment, ensuring program funds are planned, executed, tracked, and reported in compliance with DoD and Army financial management policies. The individual supports informed decision-making by providing accurate financial data, analysis, and reporting across synthetic environment programs and initiatives. Responsibilities include supporting development and execution of budgets, spend plans, and funding profiles; tracking obligations, expenditures, and burn rates; and preparing financial reports and briefings for program leadership. The Financial / Budget Analyst supports coordination of funding actions, assists with requirements prioritization based on available resources, and identifies funding risks or execution issues. Additional duties include supporting preparation and review of funding documentation; reconciling financial data across multiple sources; supporting end-of-month (EOM), quarterly, and annual financial reporting; and assisting with audits, reviews, and data calls. The role collaborates closely with program managers, acquisition personnel, contracting offices, and technical teams to ensure financial data aligns with program plans, contract actions, and execution timelines. The Financial / Budget Analyst provides financial insight and recommendations to leadership to support cost control, schedule alignment, and successful execution of PM Synthetic Environment objectives. Position Requirements: * Bachelor's degree in finance, Accounting, Business Administration, Economics, or a related field Minimum of 3 years of experience supporting financial management or budget analysis within a DoD or Federal environment * Demonstrated experience with: * Budget planning and execution * Tracking obligations and expenditures * Financial reporting and reconciliation * Coordination with program and contracting personnel * Use of financial tracking tools and spreadsheets * Must have Secret Clearance Nice to Have: * Experience supporting PM Synthetic Environment or DoD training programs * Familiarity with: * DoD financial management processes and timelines * Program and acquisition funding coordination * Financial reporting for complex, multi-line programs * DAU coursework or certifications in Financial Management or Program Management This is a full-time position paying a base salary and full benefits and has possible bonus potential based on merit and performance. To be considered for this position, please apply online with a resume. OST is an equal- opportunity employer. Applicants are considered for positions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other category protected by applicable federal, state, or local law.
$59k-74k yearly est. 9d ago
Billing-Contract Financial Analyst I
Dev 4.2
Finance consultant job in Orlando, FL
Company DescriptionJobs for Humanity is partnering with FIS to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: FIS Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0% Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun. About the role As a Billing-Contract Analyst I, you will support both the Billing organization and our external clients to ensure all contractually sold and implemented products and services are being properly invoiced. This a Client Services oriented role that focuses on communication with external clients and internal FIS teams. As part of this team, you will respond daily to a high volume of external client inquiries regarding invoices and any other Billing related issues. What you will be doing · Provide a high level of customer service excellence to our external FIS clients. · Serve as main point of contact/liaison between the external client and FIS internal teams. · Document, track, and maintain client inquiries in ServiceNow (SNOW)) ticketing system or via NICE InContact Phone System. · Use effective analytical and listening skills to develop an understanding of client questions or issues raised in the inquiry. · Ask probing questions to gather relevant information that will help to resolve a client's inquiry. · Utilize provided tools and resources to engage appropriate Billing teams and various internal product/services support teams to help resolve client inquiries and questions. · Prioritizes and escalate unresolved requests to minimize client escalations. · Gather, analyze, and interpret data in order to provide comprehensive and accurate responses to clients. · Find patterns and trends as inquiries are being resolved and escalate to management and other internal teams in an effort to identify possible challenges or system issues. · Complete in-depth contract and invoice line-item reviews as needed and when appropriate. · Third party vendor portal support as needed. What you bring · Bachelor's degree or the equivalent combination of education, training, or work experience · Excellent communication and customer interfacing skills. · Communicates both verbally and in written form in a clear, concise and professional manner at all levels. · Excellent problem solving and critical thinking skills. · Process oriented with an eagerness to be a part of process improvement initiatives and bring new ideas to management. · Flexibility, versatility, and dependability with the ability to multi-task and utilize time management skills. · Excellent team player and results oriented professional. · Shows enthusiasm when interacting with clients to deliver the best customer service possible. · Self-motivated to learn FIS products and services and develop knowledge of the business and new technology to deliver customer excellence. · Knowledge of problem resolution and escalation practices. · Excellent working knowledge of Microsoft Office products. What we offer you · A multifaceted job with a high degree of responsibility and a strong commitment to Customer Service Excellence. · Great work environment with dedicated and motivated colleagues. · The chance to work on varied and challenging issues to help grow your technical skillset and product knowledge in a financial services & technology environment. · Time to support charities and give back in your community. · A broad range of professional education and personal development possibilities - FIS is your final career step! · Time to support charities and give back in your community. · A fantastic range of benefits designed to help support your lifestyle and wellbeing. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
$48k-76k yearly est. 60d+ ago
Financial Analyst
Collabera 4.5
Finance consultant job in West Melbourne, FL
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Job Description Job Summary: Responsibilities: • Assist P&L finance leadership to partner with business leaders to drive operating performance and champion strategic initiatives. • Successful candidate will have strong accounting and analytical skills and be able to work with diverse teams across multiple time zones. • Drive profitable growth by providing analysis of results and identifying and tracking key metrics. • Assist in the development of the operating plan, quarter and year end close, and driving process improvements. • Responsible for collecting, analyzing and reporting financial data and supporting the budget & estimating process. Qualifications Qualifications / Requirements: • BA/BS degree in accounting, finance, business, economics or related field. Experienced finance professional. • Strong analytical background with first class communication and influencing skills. • Self-motivated, high energy individual focused on making a positive contribution. • Desired Characteristics Ability to handle multiple priorities well under pressure and meet deadlines. • MS Office skills including Excel and PowerPoint. Oracle and Controller shop. Additional Information To discuss about this opportunity, please contact me: Ujjwal Mane **************************** ************
$49k-75k yearly est. Easy Apply 2d ago
Associate Financial Advisor
Rehmann 4.7
Finance consultant job in Vero Beach, FL
Your Passion. Your Purpose. If you're here, you're looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm's success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. No matter where you want to go in your career, Rehmann can help you get there. Whether you're in the early stages of your professional journey or you're further down your path, we're focused on helping you achieve your goals - whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose. To learn more about Rehmann, visit: ******************************** Job Description: We are seeking an experienced and dynamic Financial Advisor to join our high-end CPA/wealth management team. This unique role offers the opportunity to work with an established, high-value client base alongside a seasoned advisor, with the potential to assume primary responsibility for these relationships in the coming years. The ideal candidate will have exceptional interpersonal skills, a deep understanding of financial planning, and the ability to build trust and deliver tailored solutions for our discerning clientele. How You Will Make an Impact: Financial Planning & Advisory Services: Develop and implement tailored financial strategies, including retirement, investment, estate, tax, and risk management planning. Conduct regular reviews of clients' financial plans and investment portfolios, ensuring alignment with their objectives. Stay abreast of changes in tax laws, financial products, and economic conditions to provide informed advice. Collaboration with Internal Teams: Work closely with CPAs, tax professionals, and other specialists within the firm to deliver integrated solutions. Contribute to the firm's culture of excellence by collaborating on client service initiatives and supporting business development efforts. Business Development: Identify opportunities to expand the firm's client base through referrals and strategic networking. Participate in client events, seminars, and other activities to enhance visibility and trust within the community. Your Desired Skills, Experiences & Values: Bachelor's degree in finance, accounting, business, or a related field; advanced degree or certifications (CFP, CFA, CPA, etc.) preferred. 1-2+ years of experience in financial planning or wealth management, preferably working with high-net-worth clients. Proven success in relationship management and client retention. In-depth knowledge of investment strategies, tax planning, estate planning, and risk management. Strong communication and interpersonal skills, with the ability to simplify complex financial concepts. Technologically adept, with proficiency in financial planning software and CRM tools. We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more. When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be. Rehmann is an Equal Opportunity Employer.
$57k-76k yearly est. Auto-Apply 1d ago
Merrill Experienced Financial Advisor
Bank of America Corporation 4.7
Finance consultant job in Orlando, FL
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective Job Description: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: * Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs * Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies * Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies * Source prospective clients and capitalize on referrals * Deliver customized solutions and the full resources of Bank of America Merrill * Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: * FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience * Established and portable practice with a minimum of $1MM in production * Experience managing client portfolios and driving growth * Proven relationship building and business development skills Desired Skills: * Bachelor's degree or higher strongly preferred * Proven ability to partner and promote lead generation. * Experience balancing investment management, sales activities and new client development. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written and verbal * Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40
$47k-77k yearly est. 39d ago
Financial Solutions Advisor - Central Florida
Central Florida 3.8
Finance consultant job in Saint Cloud, FL
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people's lives. Through the comprehensive array of financial products and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ****************************** What You'll Do: Help individuals, families, and business owners plan for their financial futures Offer life insurance, annuities, retirement plans, long-term care, disability coverage, and investment solutions Build long-term relationships with clients based on trust and personalized guidance Operate with autonomy and flexibility, supported by an award-winning team Who We're Looking For: Background in financial services, insurance, real estate, banking, or sales Insurance license (State 215) and/or FINRA registrations (or willingness to obtain) Business mindset with strong communication skills Self-motivated, organized, and driven to help others Bilingual in Spanish or Portuguese is a strong plus, but not required
$53k-101k yearly est. 8d ago
Finance Department Intern
Wycliffe Bible Translators 3.0
Finance consultant job in Orlando, FL
Job Title Finance Department Intern At Wycliffe Bible Translators, your work is more than just a job. As the assistant Financial Analyst Intern, you'll play a vital role in advancing Wycliffe's mission by supporting the day-to-day operations of Wycliffe's Finance Department. This internship offers hands-on experience in member accounting and financial operations. You'll help support the team with Salesforce GAU management, monthly transaction recording, resolving accounting questions, and assisting with month-end processes. You'll partner with Corporate Accounting and Member Finance leadership and other team members to: - Champion accuracy, timeliness and integrity across financial processes, reporting and communication. - Handle financial data and interactions with professionalism, discretion and care. - Strengthen a collaborative, people-centered culture that values excellence and continuous improvement. Job Description Overview of Financial Team The Financial Services team focuses on our customers - both internal and external. The team ensures that all expenses are processed accurately and in a timely manner. The team also follows up on any queries that are generated. Responsibilities You'll make an impact as you: Faithfully and regularly pray for the ongoing work of Bible translation and for people from around the world to experience transformation. Act as an organizational representative presenting the global ministry of Wycliffe and encouraging interested individuals, organizations and churches to participate in the work of Bible translation. Live out the conviction that “work flows through relationship” by passionately “loving God and loving people” through word and deed. Promote team and organizational culture standards, ensuring high customer service standards. Work alongside the Manager, Financial Services and Director, Member Finance and other team members to support overall team objectives. Assist with member accounting activities, including the setup, maintenance and termination of Salesforce member ministry GAUs (General Accounting Units). Assist with the monthly recording of member transactions. Liaise with the Member Finance department to ensure all accounting issues are resolved. Working closely in collaboration with the Financial Services team to ensure that all month-end processes related to Member Finance are completed. Perform other duties as assigned by the Financial Services Manager. Minimum Skill Sets The requirements listed below represent the knowledge, skill and/or ability necessary to perform each duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the following essential functions: Spiritual Bona Fide Occupational Qualification (BFOQ): Demonstrates desire and ability to support corporate biblical and religious goals and participate in regular work-related spiritual activities without reservation as evidenced by your active participation and willingness to pray with and for others; be a consistent witness for Jesus Christ, maintaining a courteous, Christ-like attitude in all verbal and written, internal and external professional communications. Relationship Building: Effective at relationship-building with the ability to partner effectively within the department and with other directors and global teams. Works comfortably in both mono- or cross-cultural situations, winning cooperation through awareness and sensitivity to people's needs. Customer Focus: Enthusiastic about providing high-quality customer service. Committed to high-quality work and prompt attention to the delivery of results. Information Management and Confidentiality: Handles confidential information responsibly to maintain trust of internal and external customers. Maintains communications and information confidentiality as per applicable laws, ethical guidelines, and instructions. Attention to Detail: Works in a conscientious, consistent and thorough manner. Demonstrates concern for thoroughness and accuracy, verifying that work has been done according to procedures and standards. Communication and Interpersonal Skills: Good verbal and written communication skills with the ability to edit own work for spelling and grammar. Solid interpersonal skills in relating to people at all levels and diverse backgrounds. Ability to participate in meetings. Adaptability: Adapts to changes in the work environment, including working with diverse individuals or groups. Modifies approach or methods to fit the situation. Remains flexible and composed when facing frequent change, delays or unexpected events. Job Knowledge: Demonstrates willingness to learn and develop skills in using tools, conducting research, and applying administrative and recruiting best practices relevant to the role. Technical Skills: Basic proficiency in tools such as Google Workspace (Gmail, Calendar, Sheets, Docs, Drive, Slides, etc.), Microsoft Office Suite (Word and Excel). Familiarity with email platforms, Slack and video conferencing software such as Zoom. Ability to conduct internet research and quickly learn new software as needed. Knowledge of basic accounting principles is advantageous. Education & Experience Currently enrolled in or a recent graduate of a bachelor's program in accounting or finance, business administration, nonprofit management, ministry or a related field. Nonprofit, ministry or recruiting work experience is preferred. Familiarity with diverse staff types and ministry service is beneficial. Spiritual and Personal Commitments: As a religious organization and employer, Wycliffe is permitted to and does make employment decisions on the basis of religion, biblical standards and our religious beliefs. You'll be asked to: Demonstrate a personal commitment to Jesus Christ, as evidenced by your personal testimony. Identify with and participate in a church and proactively seek to grow your faith in Christ. Establish and maintain a team of prayer partners who will support you in your season of ministry at Wycliffe (minimum 3-5 partners). Actively participate in corporate prayer and devotional times. Maintain an exemplary standard of biblical ethics, behavior and conduct within Wycliffe and in your public and private life outside of Wycliffe. Agree to abide by Wycliffe's ethics, behavior and conduct standards at all times. Demonstrate Christ-like maturity in all interactions as displayed by good judgment based on biblical values and principles. Actively incorporate your faith in Christ, as well as Wycliffe's beliefs and core values, in all aspects of your daily work. Guided by your faith in Christ, demonstrate these core competencies in daily work and interactions: Faithful in following Christ. (See John 8:31-32, Prov. 3:5-6.) Follow Christ faithfully, allowing Scripture to guide decisions, and continually grow in relationship with God and His people. Intentional in collaboration with humility. (See 1 Cor. 3:5-9, Col. 3:12.) Collaborate intentionally to accomplish work goals, demonstrating a commitment to cross-departmental, inter-organizational and cross-cultural teamwork. Agile in learning. (See Prov. 1:5, Phil. 1:9-10.) Demonstrate a dedication to personal and professional growth within a culture that values continuous learning, individually and collectively. Excellent in stewardship. (See 1 Cor. 4:2, 1 Peter. 4:10.) Participate in God's work, stewarding His resources responsibly with urgency and excellence. Proactive in discernment. (See John 5:17, 19; Matt. 6:33.) Seek to discern where and how God is at work. Align our efforts with His purposes. Compensation The pay range for this position is $20.00 hourly. The compensation for this position is based upon and considers Wycliffe's non-profit ministry environment. About Wycliffe Bible Translators For over 80 years Wycliffe Bible Translators, Inc. has been committed to ensuring that people “from every nation, tribe, people and language” (Revelation 7:9) have access to God's Word in a language and format they can clearly understand. We believe that accurate, clear and natural translations of the Bible in accessible formats lead to people entering into life-transforming relationships with God. Wycliffe is a catalyst in the global Bible translation movement, engaging with thousands of partners around the world to collaboratively carry out this work. Wycliffe's vision is that people from every language will understand the Bible and be transformed. Our mission is to serve with the global body of Christ to advance Bible translation so people can encounter God through His Word. Wycliffe is a distinctly Christian community where you can flourish by using your God-given talents and abilities to serve and support the ministry of Bible translation. Your employment with Wycliffe is not merely a vocation; it is responding and making a commitment to actively participate in what He's doing around the world. Your faith, prayers, skills and experiences are foundational to contributing and witnessing God's Word impacting people around the world. This is a once-in-eternity opportunity! We believe the Bible is the inspired Word of God and is completely trustworthy, speaking with supreme authority in all matters of belief and practice. Wycliffe's beliefs and core values can be found here. An exemplary standard of ethics, behavior and conduct that reflects biblical principles are lived-out by all staff. As an active partner in fulfilling the Great Commission, Wycliffe staff embrace and adhere to Wycliffe's beliefs and core values, all of which are essential to Wycliffe fulfilling its Bible translation mission. Prayer undergirds Bible translation and is foundational to Wycliffe's work culture. Our work atmosphere provides numerous opportunities, individually and corporately, to actively live out your faith in Jesus Christ as you work heartily as to the Lord. Come use your God-given gifts and contribute to what God is doing around the world through Bible translation!
$20 hourly Auto-Apply 26d ago
Corporate Coding Analyst
Orlando Health 4.8
Finance consultant job in Orlando, FL
At Orlando Health, we are ordinary people with extraordinary individuality, working together to bring help, healing and hope to those we serve. By daily embodying our over 100-year legacy, we reinforce our reputation as a trusted and respected healthcare organization that delivers professional and compassionate care to our patients, families and communities. Through our award-winning hospitals and ERs, specialty institutes, urgent care centers, primary care practices and outpatient facilities, our 27,000+ team members serve communities that span Florida's east to west coasts and beyond. Orlando Health is committed to providing you with benefits that go beyond the expected, with career-growing FREE education programs and well-being services to support you and your family through every stage of life. We begin benefits on day one and offer flexibility wherever possible so that you can be present for your passions. "Orlando Health Is Your Best Place to Work" is not just something we say, it's our promise to you. Reviews, analyzes, and resolves accounts that have failed coding and charge related edits, including medical necessity, National Correct Coding Initiative (NCCI), Medicare Outpatient Code Editor (OCE), and other exceptions requiring clinical/coding expertise. Responsibilities Essential Functions: • Extracts statistical data, performs Root Cause Analysis to generates supporting trends reports, and notifies Clinical Liaisons and Manager(s) of any trends identified. • Works assigned Epic work queues specializing in assessment and correction of Correct Coding Initiative (CCI) and Medical Necessity (MN) Edits and post bill denials relating to the same. • Manages and prioritizes tasks to meet deadlines for any projects and audits assigned. • Performs documentation reviews of CCI and MN to necessitate clean claims and denial reconciliation. • Provides ad-hoc multivariate reports to management. • Works closely with the Revenue Integrity Clinical Liaisons to assure reconciliation of edits to meet department and organization goals. • Able to locate and interpret local coverage determination (LCD) from our MAC (First Coast) and national coverage determination (NCD) from CMS. • Assists with the training of new Revenue Integrity team members. • Interacts independently to coordinate edit resolution workflow. • Demonstrates exemplary customer service and critical thinking skills to include problem resolution and process improvement skills. • Communicates cooperatively and constructively with multi-disciplinary teams. • Demonstrates professional verbal and written communication skills. • Provides statistical reports to management as requested. • Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA, and other federal, state, and local standards. • Maintains compliance with all Orlando Health policies and procedures. Other Related Functions: • Maintains established work production standards. • Works as a team member in facilitating efficient and effective problem solving to meet goals. • Assumes responsibility for professional growth and development. • Attends department meetings as required. Qualifications Education/Training: • Associates degree in business, healthcare, or related field required. Four (4) years of directly related work experience may substitute for the Associates degree (in addition to requirements listed in the Experience section). • Medical terminology required. Licensure/Certification: • Current coding certification (e.g., RHIA, RHIT, CPC, CCS) from AAPC or AHIMA required at the time of hire or must obtain within 6 months of hire. Experience: • Two (2) years of Revenue Cycle experience. Extensive PC and Excel experience is required. • EPIC Experience a plus. • Expertise in health records review and abstracting of required data to satisfy CCI and MN edits. • Exceptional understanding of electronic medical records (EMR) and charge management. • Extensive knowledge of ICD-10-CM, CPT, HCPCS, and modifiers. Education/Training: • Associates degree in business, healthcare, or related field required. Four (4) years of directly related work experience may substitute for the Associates degree (in addition to requirements listed in the Experience section). • Medical terminology required. Licensure/Certification: • Current coding certification (e.g., RHIA, RHIT, CPC, CCS) from AAPC or AHIMA required at the time of hire or must obtain within 6 months of hire. Experience: • Two (2) years of Revenue Cycle experience. Extensive PC and Excel experience is required. • EPIC Experience a plus. • Expertise in health records review and abstracting of required data to satisfy CCI and MN edits. • Exceptional understanding of electronic medical records (EMR) and charge management. • Extensive knowledge of ICD-10-CM, CPT, HCPCS, and modifiers. Essential Functions: • Extracts statistical data, performs Root Cause Analysis to generates supporting trends reports, and notifies Clinical Liaisons and Manager(s) of any trends identified. • Works assigned Epic work queues specializing in assessment and correction of Correct Coding Initiative (CCI) and Medical Necessity (MN) Edits and post bill denials relating to the same. • Manages and prioritizes tasks to meet deadlines for any projects and audits assigned. • Performs documentation reviews of CCI and MN to necessitate clean claims and denial reconciliation. • Provides ad-hoc multivariate reports to management. • Works closely with the Revenue Integrity Clinical Liaisons to assure reconciliation of edits to meet department and organization goals. • Able to locate and interpret local coverage determination (LCD) from our MAC (First Coast) and national coverage determination (NCD) from CMS. • Assists with the training of new Revenue Integrity team members. • Interacts independently to coordinate edit resolution workflow. • Demonstrates exemplary customer service and critical thinking skills to include problem resolution and process improvement skills. • Communicates cooperatively and constructively with multi-disciplinary teams. • Demonstrates professional verbal and written communication skills. • Provides statistical reports to management as requested. • Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA, and other federal, state, and local standards. • Maintains compliance with all Orlando Health policies and procedures. Other Related Functions: • Maintains established work production standards. • Works as a team member in facilitating efficient and effective problem solving to meet goals. • Assumes responsibility for professional growth and development. • Attends department meetings as required.
$48k-60k yearly est. Auto-Apply 5d ago
Product Finance Analyst
Clean The World Global 3.6
Finance consultant job in Orlando, FL
About Clean the World At Clean the World, we believe business can and should be a force for good. Our mission is to reduce waste, protect the planet, and improve lives through sustainability, innovation, and social impact. Through our global operations, we recycle, redistribute, and repurpose hygiene and hospitality products, helping to save lives, reduce waste, and protect our planet. With over a decade of measurable impact, we continue to innovate solutions that align environmental responsibility with business growth. Our Values: Clean the World Genome Our people are united by shared values that define how we work and lead: Boldly Ask Why: We challenge convention to create progress. Driven by Purpose: Our mission drives our growth. Grit Gets It Done: We persevere, adapt, and execute with excellence. CARES: Compassion, Collaboration, Accountability, Respect, Resilience, Excellence, Sustainability. We don't just talk about impact - we deliver it, every day. Why Join Us When you join Clean the World, you join a global community of innovators, dreamers, and doers united by purpose. You'll have the opportunity to: Work with a division that directly drives global growth and sustainability. Be part of an award-winning organization recognized for innovation and social good. Collaborate with a passionate, mission driven team making a measurable impact every day. Role: The Product Finance Analyst is a critical member of Clean the World's Product team, responsible for evaluating the financial, operational, and sustainability viability of new products, services, and data-driven solutions. This role supports research and development (R&D) by building the financial foundation for experimentation, prototyping, and scaling. The analyst conducts cost-benefit analyses and feasibility studies that inform design iterations, innovation investments, and go/no-go decisions. The ideal candidate is both analytical and mission-driven, passionate about using data to connect profitability with purpose. They will play a key role in ensuring every CTW product scales sustainably and delivers measurable economic, environmental, and social value worldwide. Key responsibilities (not limited to) Feasibility Assessment & Opportunity Evaluation: Conduct comprehensive feasibility studies for Early stage Product Concepts and new products and services, assessing technical, operational, financial, and sustainability factors. Analyze market dynamics, customer demand, and partner readiness to determine commercial potential and scalability. Identify risks and constraints (supply chain, operations, ESG compliance) and recommend mitigation strategies. Work closely with Operations, Finance, and Technology to ensure proposed initiatives are achievable and impactful. Business Case Development: Develop financial models that project costs, revenue, margins, and ROI for pre commercial or pilot stage innovations for both physical products and data-enabled offerings. Quantify the triple bottom line, economic, environmental, and social impact, as part of every business case. Build and present clear, data-backed go/no-go recommendations to the SVP of Product and the leadership team. Partner with Finance to validate assumptions, refine investment projections, and ensure alignment with CTW's financial targets. Scenario Modeling & Sensitivity Analysis: Create scenario-based forecasts to test market, pricing, and production variables. Use advanced modeling tools to visualize “what-if” scenarios and optimize portfolio decisions. Identify R&D Opportunities Support for long-term planning by identifying high-impact, low-risk opportunities for scale and data monetization Data-Driven Strategy & Collaboration: Collaborate with the Product Manager, Strategy & Portfolio, to inform roadmap prioritization and portfolio health. Partner with the Product Operations & Data Analyst to connect business case metrics with real-time performance dashboards. Work with the CTW Technology team to incorporate predictive analytics, sustainability data, and financial insights into decision frameworks. Post-Launch Evaluation Conduct post-launch ROI reviews, comparing actual performance against business case projections. Document findings to support future R&D learnings to continuously improve forecasting accuracy and future feasibility assessments. Support data transparency in R&D by documenting and sharing outcomes with cross-functional partners. Qualifications Education · Bachelor's degree in finance, Business Analytics, Economics, or Sustainability Management (MBA or Master's preferred). Experience: 3+ years of experience in financial analysis, product economics, or strategic planning, ideally within sustainability, technology, or impact-driven industries. Demonstrated success in building business cases and financial models for new product or service launches. Financial & Analytical - Advanced Excel/Sheets modeling, forecasting, ROI, and NPV analysis, data visualization. Strategic & Technical - Business case development, scenario planning, sensitivity testing, and KPI tracking. AI & Predictive Analytics - Proficient in AI-assisted forecasting, financial simulation, and sensitivity modeling to improve accuracy and agility in investment decisions. Cross-Functional Collaboration - Ability to work with Finance, Operations, and Technology teams to align assumptions and outcomes. Sustainability & Impact - Understanding of ESG frameworks, life cycle assessment (LCA), and circular innovation principles. Communication - Skilled in presenting complex financial data clearly and persuasively to executive and non-financial audiences. Innovation Mindset - Comfortable operating in a fast-paced, evolving environment; proactive in identifying opportunities for innovation and scale.
$42k-68k yearly est. 15d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance consultant job in Orlando, FL
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 14d ago
Energy Portfolio Analyst (Unit Commitment and Energy Trading)
Orlando Utilities Commission 4.5
Finance consultant job in Orlando, FL
OUC - The Reliable One, is presently seeking a Energy Portfolio Analyst (Unit Commitment and Energy Trading) to join the Electric & Water Production division. At OUC, we don't just work - we're building a bright future of innovation and transformation for future generations. We are seeking a detail-oriented, analytical professional to support operational planning and wholesale energy marketing for the Florida Municipal Power Pool (FMPP). In this role, you will support day-ahead and hourly energy market activities, assist with unit commitment and load forecasting, and help execute cost-effective energy transactions that support reliable system operations. This position works collaboratively with internal teams, FMPP members, and the Energy Control Center (ECC) to develop daily operational plans, evaluate market conditions, and support portfolio optimization activities in a fast-paced, deadline-driven environment. OUC is an industry leader and the second largest municipal utility in Florida committed to innovation, sustainability, and our community, OUC's mission is to provide exceptional value to our customers and community by delivering sustainable and reliable services and solutions. Join a team of visionary Change Agents, Strategists, and Community Ambassadors who understand the vital role of diverse experiences in powering creativity and industry transformation. At OUC, each position contributes to the success and achievement of our goals. Click here to learn more about what we do. The ideal candidate will have: Bachelor's degree in Engineering, Business, or a related field (MBA preferred); in lieu of a degree, an equivalent combination of education, experience, and certifications may be considered. Minimum of 3 years of experience in Bulk Power Operations, Unit Commitment, Energy Marketing, or Power Plant Control Center Operations; experience with unit commitment and/or wholesale energy trading and scheduling (preferred). Proficiency in load forecasting, economic dispatch, and wholesale energy markets, with the ability to analyze data and execute profitable transactions. Experience with production cost modeling software (GenTrader preferred), OATI applications (OASIS, eTag, web Trader). NERC System Operator Certification at the "Balancing and Interchange Operator" level (preferred). Strong analytical, communication, negotiation, and problem-solving skills with the ability to work collaboratively in a fast-paced, dynamic environment. OUC offers a very competitive compensation and benefits package. Our Total Rewards package includes, to cite a few: * Competitive compensation * Low-cost medical, dental, and vision benefits and paid life insurance premiums with no probationary period. * OUC's Hybrid Retirement Program includes a fully-funded cash balance account, defined contribution with employer matching along with a health reimbursement account * Generous paid vacation, holidays, and sick time * Paid parental leave * Educational Assistance Program, to include tuition reimbursement, paid memberships in professional associations, paid conference and training opportunities * Wellness incentives and free access to all on-site OUC fitness facilities * Access to family-oriented recreational areas * Paid Conference and Training Opportunities * Hybrid work schedule Click here to view our Benefits Summary. Salary Range: $104,000 - $156,000 annually - commensurate with experience Location: 6003 Pershing Ave, Orlando, FL 32822 Please see below a complete Job description for this position. Job Purpose: Responsible for performing the Operational Planning and Wholesale Energy Marketing functions for the Florida Municipal Power Pool (FMPP). This includes, but is not limited to, load forecasting, unit commitment, providing fuel consumption forecasts, engaging in profitable (or cost-saving) energy transactions, and coordinating with FMPP generation owners, transmission planners, and the Energy Control Center (ECC). Primary Functions: * Perform all aspects of Unit Commitment, Next Day Energy Marketing, and Hourly Energy Marketing tasks with minimal supervision; * Support multiple and concurrent FMPP members' requests for unit/resource availability (outages), and testing requirements to ensure most cost-effective solution is developed and implemented; * Evaluate multiple sources of weather forecasts and develop Native Load Forecast for the Florida Municipal Power Pool (FMPP) Balancing Authority (BA); * Collect and review Transmission Service Provider offerings and limitations for connecting the multiple areas of FMPP and integrate into daily operational plans; * Analyze and develop optimized daily operational plans to serve FMPP demand; * Interact with external wholesale energy market, analyze routine transactions, and execute transactions that maximize profit and savings; * Generate and submit Transmission Service Requests (TSR) and e-Tags as required by Wholesale Market activity and Network Customer requirements; * Implement all daily Network Customer plans for FMPP BA members and deliver required reports to Network Transmission Providers as appropriate; * Compose required data to populate Energy Accounting Tools with accurate records of wholesale market and intra-Pool activities for proper financial balancing and invoicing; * Develop and deliver fuel consumption forecasts in support of daily operational plans; * Participate in team discussion and evaluation of complex energy transactions; * Advise the FMPP Generation System Operator on economic dispatch of the BA; * Participate in team discussions and objective evaluation of daily resource planning, optimization, and market interactions to be presented to various FMPP committees; * Develop, create, and deliver reports of daily operational plans and market activity; * Perform callout duties, as required, due to significant changes in system conditions - including, but not limited to, interaction with wholesale market, redeveloping daily operational plan, and delivering adjusted fuel consumption forecasts; * Coordinate multiple FMPP member Network Customer requirements for the BA; * Assist the FMPP Clearinghouse Price (CHP) Administrator in troubleshooting any balancing or financial departures within the FMPP settlement process; * Participate in ad-hoc analysis in support of FMPP (Sub) Committee and Task Force requests; * Participate in development, testing, and maintaining tools required to perform above duties effectively and efficiently; * Perform other duties as assigned. Technical Requirements: * Working knowledge of all, but not limited to, the following: * Bulk Power Operations; * Engineering principles related to: * Power Production and Bulk Power (i.e. Incremental and Average Heat Rates, MWh, mm BTU); * Unit Commitment and Economic Dispatch; * Market Position Analysis (Production and Avoided Costs); * Load Forecasting; * NERC Standards; * Familiarity with all, but not limited to, the following: * Wholesale Energy Trading * Software Applications * Production cost modeling software (GenTrader preferred); * OATI OASIS * OATI eTag * OATI web Trader * Power Pool Operations * Network Integration Transmission Service (NITS) * Related industry, organizational and departmental policies, practices, and procedures; legal guidelines, ordinances, and laws; * Effective written and verbal communications skills; * Strong negotiation skills and ability to discover near term market conditions to optimize our profitability in the wholesale energy market through transactions traded around our generation assets and resources; * Strong analytical skills and ability to draw reasonable conclusions and make recommendations based on available data, facts, and uncertainty; * Ability to: * Apply a variety of procedures, policies, and/or precedents; * Participate in cross-functional teams, analysis, and projects; * Make arithmetic computations using whole numbers, fractions and decimals; compute rates, ratios, and percentages; * Use Microsoft Office Suite (Word, Excel, Outlook, etc.) and standard office equipment (telephone, computer, copier, etc.). Education/Certification/Years of Experience Requirements: * Bachelor's Degree in Engineering, Business, or related field of study from an accredited college or university. In lieu of a degree, equivalent combination of education, experience, certification may be substitutable. * Minimum of three (3) years of experience in Bulk Power Operations, Unit Commitment, Energy Marketing, or Power Plant Control Center Operations; * Experience in unit commitment and/or trading and scheduling utility commodities (preferred); * NERC System Operator Certification with a minimum level of "Balancing and Interchange Operator" (preferred). Working Conditions: This job is absent of disagreeable working conditions. This job consists of working in an office environment. Physical Requirements: This job consists of frequent speaking, hearing, typing, reading, writing and detailed inspection, and sitting. OUC-The Reliable One is an Equal Opportunity Employer who is committed through responsible management policies to recruit, hire, promote, train, transfer, compensate, and administer all other personnel actions without regard to race, color, ethnicity, national origin, age, religion, disability, marital status, sex, sexual orientation, gender identity or expression, genetic information and any other factor prohibited under applicable federal, state, and local civil rights laws, rules, and regulations. EOE M/F/Vets/Disabled
$104k-156k yearly 9d ago
Financial Analyst
Collabera 4.5
Finance consultant job in West Melbourne, FL
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Job Description Job Summary: Responsibilities: • Assist P&L finance leadership to partner with business leaders to drive operating performance and champion strategic initiatives. • Successful candidate will have strong accounting and analytical skills and be able to work with diverse teams across multiple time zones. • Drive profitable growth by providing analysis of results and identifying and tracking key metrics. • Assist in the development of the operating plan, quarter and year end close, and driving process improvements. • Responsible for collecting, analyzing and reporting financial data and supporting the budget & estimating process. Qualifications Qualifications / Requirements: • BA/BS degree in accounting, finance, business, economics or related field. Experienced finance professional. • Strong analytical background with first class communication and influencing skills. • Self-motivated, high energy individual focused on making a positive contribution. • Desired Characteristics Ability to handle multiple priorities well under pressure and meet deadlines. • MS Office skills including Excel and PowerPoint. Oracle and Controller shop. Additional Information To discuss about this opportunity, please contact me: Ujjwal Mane **************************** ************
$49k-75k yearly est. Easy Apply 60d+ ago
Financial Solutions Advisor Registration Candidate - PBG Treasure Grove Market
Bank of America 4.7
Finance consultant job in Fort Pierce, FL
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! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you: Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications Currently holds FINRA Securities Industry Essentials (SIE) Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Skills: Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Weekly Schedule: Monday thru Friday, some Saturdays required This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Shift: 1st shift (United States of America) Hours Per Week: 40
$48k-78k yearly est. Auto-Apply 42d ago
Product Finance Analyst
Clean The World Global 3.6
Finance consultant job in Orlando, FL
Job Description About Clean the World At Clean the World, we believe business can and should be a force for good. Our mission is to reduce waste, protect the planet, and improve lives through sustainability, innovation, and social impact. Through our global operations, we recycle, redistribute, and repurpose hygiene and hospitality products, helping to save lives, reduce waste, and protect our planet. With over a decade of measurable impact, we continue to innovate solutions that align environmental responsibility with business growth. Our Values: Clean the World Genome Our people are united by shared values that define how we work and lead: Boldly Ask Why: We challenge convention to create progress. Driven by Purpose: Our mission drives our growth. Grit Gets It Done: We persevere, adapt, and execute with excellence. CARES: Compassion, Collaboration, Accountability, Respect, Resilience, Excellence, Sustainability. We don't just talk about impact - we deliver it, every day. Why Join Us When you join Clean the World, you join a global community of innovators, dreamers, and doers united by purpose. You'll have the opportunity to: Work with a division that directly drives global growth and sustainability. Be part of an award-winning organization recognized for innovation and social good. Collaborate with a passionate, mission driven team making a measurable impact every day. Role: The Product Finance Analyst is a critical member of Clean the World's Product team, responsible for evaluating the financial, operational, and sustainability viability of new products, services, and data-driven solutions. This role supports research and development (R&D) by building the financial foundation for experimentation, prototyping, and scaling. The analyst conducts cost-benefit analyses and feasibility studies that inform design iterations, innovation investments, and go/no-go decisions. The ideal candidate is both analytical and mission-driven, passionate about using data to connect profitability with purpose. They will play a key role in ensuring every CTW product scales sustainably and delivers measurable economic, environmental, and social value worldwide. Key responsibilities (not limited to) Feasibility Assessment & Opportunity Evaluation: Conduct comprehensive feasibility studies for Early stage Product Concepts and new products and services, assessing technical, operational, financial, and sustainability factors. Analyze market dynamics, customer demand, and partner readiness to determine commercial potential and scalability. Identify risks and constraints (supply chain, operations, ESG compliance) and recommend mitigation strategies. Work closely with Operations, Finance, and Technology to ensure proposed initiatives are achievable and impactful. Business Case Development: Develop financial models that project costs, revenue, margins, and ROI for pre commercial or pilot stage innovations for both physical products and data-enabled offerings. Quantify the triple bottom line, economic, environmental, and social impact, as part of every business case. Build and present clear, data-backed go/no-go recommendations to the SVP of Product and the leadership team. Partner with Finance to validate assumptions, refine investment projections, and ensure alignment with CTW's financial targets. Scenario Modeling & Sensitivity Analysis: Create scenario-based forecasts to test market, pricing, and production variables. Use advanced modeling tools to visualize “what-if” scenarios and optimize portfolio decisions. Identify R&D Opportunities Support for long-term planning by identifying high-impact, low-risk opportunities for scale and data monetization Data-Driven Strategy & Collaboration: Collaborate with the Product Manager, Strategy & Portfolio, to inform roadmap prioritization and portfolio health. Partner with the Product Operations & Data Analyst to connect business case metrics with real-time performance dashboards. Work with the CTW Technology team to incorporate predictive analytics, sustainability data, and financial insights into decision frameworks. Post-Launch Evaluation Conduct post-launch ROI reviews, comparing actual performance against business case projections. Document findings to support future R&D learnings to continuously improve forecasting accuracy and future feasibility assessments. Support data transparency in R&D by documenting and sharing outcomes with cross-functional partners. Qualifications Education · Bachelor's degree in finance, Business Analytics, Economics, or Sustainability Management (MBA or Master's preferred). Experience: 3+ years of experience in financial analysis, product economics, or strategic planning, ideally within sustainability, technology, or impact-driven industries. Demonstrated success in building business cases and financial models for new product or service launches. Financial & Analytical - Advanced Excel/Sheets modeling, forecasting, ROI, and NPV analysis, data visualization. Strategic & Technical - Business case development, scenario planning, sensitivity testing, and KPI tracking. AI & Predictive Analytics - Proficient in AI-assisted forecasting, financial simulation, and sensitivity modeling to improve accuracy and agility in investment decisions. Cross-Functional Collaboration - Ability to work with Finance, Operations, and Technology teams to align assumptions and outcomes. Sustainability & Impact - Understanding of ESG frameworks, life cycle assessment (LCA), and circular innovation principles. Communication - Skilled in presenting complex financial data clearly and persuasively to executive and non-financial audiences. Innovation Mindset - Comfortable operating in a fast-paced, evolving environment; proactive in identifying opportunities for innovation and scale.
$42k-68k yearly est. 15d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance consultant job in Orlando, FL
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 12d ago

Learn more about finance consultant jobs

How much does a finance consultant earn in Melbourne, FL?

The average finance consultant in Melbourne, FL earns between $37,000 and $91,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Melbourne, FL

$58,000

$37,00010%

$58,000Median

$91,00090%

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

The biggest employers of Finance Consultants in Melbourne, FL are:

Strickland & Co

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Finance consultant jobs in Melbourne, FL - 196 jobs

Senior Energy Portfolio Analyst (Unit Commitment and Energy Trading)

Principal Financial Analyst

Sr Portfolio Analyst

Financial Risk Consultant

Financial Analyst Finance Planning - Corporate Finance Support

Financial /Budget Analyst Journeyman

Billing-Contract Financial Analyst I

Financial Analyst

Associate Financial Advisor

Merrill Experienced Financial Advisor

Financial Solutions Advisor - Central Florida

Finance Department Intern

Corporate Coding Analyst

Product Finance Analyst

College Financial Representative, Internship Program

Energy Portfolio Analyst (Unit Commitment and Energy Trading)