Finance consultant jobs in Port Orange, FL - 440 jobs
All
Finance Consultant
Finance Advisor
Finance Analyst
Investment Analyst
Finance Professional
Finance Internship
Budget/Finance Analyst
Business & Finance Analyst
Wealth Management Advisor
Investment Consultant
Economic Analyst
Contract Finance Analyst
Corporate Finance Analyst
Investment Advisor
Finance/Accounting Analyst
Investment Consultant - Ormond Beach, FL
Charles Schwab 4.8
Finance consultant job in Ormond Beach, FL
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a FinancialConsultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financialconsulting, look no further than Schwab's Investment Consultant role.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$69k-126k yearly est. 15h ago
Looking for a job?
Let Zippia find it for you.
Financial Services Professional
Bankers Life 4.5
Finance consultant job in Orange City, FL
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Services Professional, you will:
Build a client base by growing relationships with your network and providing guidance
Gain expertise through sponsored coursework and proprietary agent development training
Guide clients through important financial decisions using the latest software and our expansive product portfolio
Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Services Professional?
The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
Self-motivation to connect with company provided sales leads and network with new clients
Strong relationship building, communication, and time-management skills
A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP
Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
$41k-71k yearly est. 3d ago
Senior Medical Economic Analyst
Insight Global
Finance consultant job in Maitland, FL
Senior Medical Economic Analyst
Openings: 3
Duration: 6 month C2H
Schedule: Hybrid!
M-F, 8-5
Onsite Monday/Wednesday/Thursday
Remote Tuesday/Friday
Must Haves:
Bachelor's degree (preferred fields: Finance, Health Services Administration, Informatics, Data Analytics)
4+ years in Managed Care, with strong exposure to:
Commercial Insurance payors (Blue Cross Blue Shield, UnitedHealthcare, Cigna, Aetna)
Managing payor contracts and provider analytics
Forecasting and trend analytics - financial modeling & risk forecasting
Supporting the hospital side (not payor side)
Excel Expertise:
Advanced formulas (IF statements, VLOOKUPs), macros, and data modeling.
Ability to take Excel analysis to a higher level (moderate to advanced proficiency).
Proactive and solution-oriented - does not wait for answers.
Plusses:
Experience with multi-state contracts.
Experience with hospital financial modeling
Familiarity with EPIC (reporting experience preferred)
EPIC HB (hospital billing certification)
Role overview:
We focus on managed care within the payor space, commonly referred to as medical economics. The team works with major insurance providers such as Blue Cross, Aetna, Cigna, and other key players in the market. We collaborate with negotiators who engage with payors to establish new reimbursement rates and build rate structures for future periods.
Job Description:
Researches and analyzes managed care data from various financial systems and interface tools.
Performs complex and varied healthcare data analysis, including financial modeling and risk forecasting.
Identifies and implements improvements in quality control and timeliness of reporting.
Extracts, collects, analyzes, and interprets health utilization and financial data.
Interprets and analyzes data from various sources using knowledge of healthcare managed care contracts and administrative claims data.
Key Responsibilities
Rate Structure Development: Build and analyze reimbursement rate structures for upcoming years.
Data Analysis & Modeling: Pull 1-2 years of historical data and use Excel to model trends and methodologies, including stop-loss and per diem models.
Forecasting: Project future reimbursement rates and financial impacts based on historical data, market trends, and modeling assumptions.
Financial Analysis: Evaluate monetary impacts and account-level details to support decision-making.
Contract Review: Interpret payor contract language and translate reimbursement terms into formulas for financial modeling.
Market Insight: Stay informed on active contracts and payor trends to guide negotiations and rate-setting strategies.
$45k-72k yearly est. 2d ago
Senior Energy Portfolio Analyst (Unit Commitment and Energy Trading)
OUC 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 7d ago
Lead Portfolio Analyst
The Walt Disney Company 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 Lead Portfolio Analyst reports to and receives directions from the Manager / Senior Manager / Director, Portfolio Management.
Essential Functions:
1. Strategic Portfolio & Financial Planning
Participate in creating the Capital Portfolio of work and the Capital Budget.
Work with stakeholders to collect, build, and validate Long Range Plan, Annual Budget, and 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.
Conduct scenario modeling and sensitivity analysis to evaluate the impact of shifting priorities, budget changes, or resource constraints on the portfolio.
2. Stakeholder Engagement & Collaboration
Serve as the primary liaison between the Portfolio and Alliances teams/tools to ensure seamless collaboration and alignment.
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 and 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.
Communicate regularly with Accounting and Finance departments.
Maintain regular communications with Portfolio Management team, peers, and DEEP&T managers.
Act as a change agent to promote adoption of best practices across DEEP&T teams.
3. Reporting & Governance
Ensure all relevant workstreams are accurately documented and categorized between Capital and Expense in compliance with TWDC Policies.
Drive and maintain the capital project approval process.
Generate detailed project reports for stakeholders; ensure completeness, accuracy, and timeliness.
4. Operational Execution
Perform monthly resource allocations reclass from expense to capital.
Perform monthly capital accruals.
Review procurement of goods and services for policy alignment and budget compliance.
Assist the Fixed Assets team in asset capitalization and confirm project details.
Identify and implement enhancements to portfolio management tools, templates, and workflows to improve efficiency and data accuracy.
Track and report on key performance indicators (KPIs) for portfolio health, financial performance, and delivery effectiveness.
5. 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.
Facilitate post-mortem reviews to assess financial and strategic outcomes.
6. Tools & Technical Proficiency
Use Airtable, Microsoft Excel, Power Query and other MS Office tools for analysis and reporting.
Familiarity with SAP and PowerBI for financial tracking and visualization.
Required Qualifications:
BS/BA in Business or related field.
Strong organizational, interpersonal and communication skills.
Strong analytical skills, including expertise in Microsoft Excel, Power Query as well as other MS Office programs.
Thorough understanding and experience with Portfolio Management and Project Accounting concepts and practices.
Familiarity with corporate accounting software such as SAP and Airtable is a plus.
Minimum 7+ years experience.
Job Posting Segment:
Business Operations
Job Posting Primary Business:
BO - Portfolio Management
Primary Job Posting Category:
Portfolio Management
Employment Type:
Full time
Primary City, State, Region, Postal Code:
Orlando, FL, USA
Alternate City, State, Region, Postal Code:
USA - CT - ESPN Building 12 - 280 Ronzo Rd
Date Posted:
2026-01-22
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Job DescriptionSalary:
Investor Relations Specialist
Onsite Maitland, Florida
RedChip is a 30-year leader in small-cap investor relations, connecting emerging growth companies with the institutional, family office, RIA, and retail investor communities. Our platform integrates disciplined investor targeting with national television, digital media, and proactive outreach.
The Role:
This is a high-activity, phone-driven role focused on building investor pipelines, managing accounts, and driving consistent engagement for a portfolio of public-company clients. You will serve as a frontline representative of our clients, introducing their investment story to the market, qualifying investor interest, and supporting relationship development through structured follow-up.
The position is onsite only at our Maitland, Florida headquarters.
Key Responsibilities:
Phone Sales & Pipeline Development:
Conduct high-volume outbound calling to stockbrokers, RIAs, family offices, accredited investors, and hedge funds.
Communicate each clients value proposition with clarity and confidence; secure investor meetings and follow-up commitments.
Qualify leads using a structured discovery process (AUM, sector fit, investment mandate, liquidity needs, risk appetite).
Maintain daily activity, call logs, pipeline progress, and funnel metrics in HubSpot.
Convert warm leads into recurring engagement, tracking movement from initial interest to meeting, follow-up, and continued diligence.
Account Management:
Manage day-to-day execution for assigned client accounts; ensure all outreach, reporting, and deliverables stay on schedule.
Coordinate investor meetings, webinars, and roadshow calls; prepare agendas, talking points, and post-meeting summaries.
Serve as the main point of contact internally for client program progress, investor feedback, and campaign effectiveness.
Identify risks or bottlenecks early and proactively communicate solutions to internal teams and client executives.
Track client exposure across all channels - calls, emails, media segments, digital distribution - to ensure consistency in messaging.
Investor Materials & Messaging:
Support creation and refinement of investor-facing materials: outreach scripts, value-prop language, fact sheets, investor decks, and meeting prep documents.
Ensure all scripts and materials align with client strategy and key catalysts.
Qualifications:
Bachelors degree.
Phone-based sales or outreach experience required (inside sales, business development, financial services, brokerage, or IR preferred).
Strong communication and active-listening skills; ability to deliver concise, persuasive pitches.
Process-driven, organized, and accountable - comfortable managing multiple client accounts simultaneously.
Experience with CRM systems (HubSpot preferred).
Knowledge of capital markets and investor behavior is a strong advantage.
Preferred but Not Required:
Familiarity with public-company reporting (10-K/10-Q/8-K) and earnings cycles.
Exposure to investor targeting, 13F analysis, or financial modeling.
Experience supporting sales or IR programs through coordinated media and digital channels.
What Success Looks Like in the First 90 Days:
Establish reliable call volume, follow-up cadence, and clean CRM workflows.
Build initial investor pipelines for assigned clients, with clear qualification notes and scheduled meetings.
Deliver organized reporting and support client communications with professionalism and precision.
Demonstrate the ability to represent client stories accurately, consistently, and persuasively on the phone.
Why RedChip:
Direct interaction with CEOs, CFOs, and senior executives across multiple industries.
A performance-driven culture where strong phone sales and account management skills translate into visible results.
Structured training across investor targeting, messaging, and capital markets fundamentals.
Healthcare, 401(k) with company match, PTO, and additional standard benefits.
$55k-107k yearly est. 23d ago
Insurance & Financial Advisor
Central Florida 3.8
Finance consultant job in Lake Mary, FL
We're seeking an outside sales representative to identify new target buyers and upsell to current customers to achieve sales goals. The ideal candidate is a service-oriented outside sales expert who can prospect, present, and close deals efficiently. If you are looking to combine your communication and prospecting skills with your outside sales experience to leverage a more lucrative career in the industry, we want you on our team!
$52k-101k yearly est. 9d ago
Public Finance - Mid-Level Associate
Greenberg Traurig 4.9
Finance consultant job in Orlando, FL
Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a mid-level Associate in the Public Finance Practice of our Orlando office. We offer competitive compensation and an excellent benefits package. GT is consistently among the top firms on the
Am Law
Global 100; the Associate will have the opportunity to work with clients, large and small, from variety of industries across the country.
Job Requirements
The Public Finance Group is looking for candidates with three to five years of experience. Ideal candidates should have experience in municipal finance, tax and securities law and have worked with governments as well as underwriters and banks on municipal finance transactions or equivalent experience. Candidates should possess excellent academic credentials, strong oral and written communication skills, meaningful professional experience, and the ability and desire to assume significant responsibility in a fast-paced environment.
To apply, submit your resume, cover letter, law school transcript (unofficial transcript is acceptable), and a writing sample.
GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual's race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.
$91k-127k yearly est. Auto-Apply 60d+ ago
Financial Accounting Database Analyst, Senior
Elevance Health
Finance consultant job in Lake Mary, FL
Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
The Financial Accounting Database Analyst, Senior is responsible for providing technical database analysis leadership. Sets strategic direction of projects related to medium to high complexity databases and/or related analysis and reporting.
How You Will Make an Impact
Primary duties may include, but are not limited to:
Manages database processes, related analysis and reporting.
Reviews and approves changes to database coding.
Prepares and reviews monthly and quarterly financial reports and complex analysis related to these databases.
Designs research plans for data gathering and analysis; manages projects to deadlines. Initiates and resolves complex database issues requiring technical expertise.
Analyzes, reports, and develops recommendations on data related to complex and varied business metrics.
Develops appropriate diagnostic analysis and reporting and/or tracking data that will translate business requirements into usable decision support tools.
Leads a team of associates, mentors, trains, and coaches lower level analysts.
Minimum Requirements:
Requires a BA/BS in Accounting, Finance, or related field and a minimum of 5 years experience in database administration (Access, Teradata, SQL server), general accounting, finance or budgeting and planning in a large for profit organization; or any combination of education and experience, which would provide an equivalent background.
For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $76,960 to $138,528.
Locations: California; Columbus, OH; District of Columbia (Washington, DC); Illinois; Maryland; Massachusetts; Minnesota; New Jersey; New York
In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws
.
* The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Job Level:
Non-Management Exempt
Workshift:
Job Family:
AFA > Financial Reporting, Planning & Analysis
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
$77k-138.5k yearly Auto-Apply 10d ago
Financial Advisor
Northwestern Mutual 4.5
Finance consultant job in Ormond Beach, FL
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$53k-95k yearly est. Auto-Apply 13d ago
Financial Advisor Associate
Ameriprise 4.5
Finance consultant job in Daytona Beach, FL
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads.Key Responsibilities
Obtain your required licenses/credentials within 150 days of hire:
- FINRA Series 7
- Active State Securities Agent Registration (S63 or S66)
- Active IAR Registration (S65 or S66) and
-State Life, Health Insurance and Variable Products lines.
Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and appointment preparation timelines.
Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include:
-Develop and execute a robust marketing plan to achieve the practice's client acquisition goals.
-Identify clients to engage or re-engage in financial planning relationships.
-Gather and analyze data and develop financial planning recommendations.
-Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients.
-Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.
-Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
-Manage the practice's client service model and consistent execution.
Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.
Required Qualifications
Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.
Preferred Qualifications
Four-year college degree from an accredited institution.
High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
Show accountability to your results.
Outstanding verbal, written and listening communication skills.
Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
AAG Ameriprise Advisor Group
$39k-71k yearly est. Auto-Apply 1d ago
J.P. Morgan Wealth Management - Private Client Advisor - Orlando (Windermere and Bayhill)
Jpmorganchase 4.8
Finance consultant job in Orlando, FL
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$51k-96k yearly est. Auto-Apply 15d ago
Finance/Budget Analyst II
University of Central Florida 4.6
Finance consultant job in Orlando, FL
College of Health Professions and Sciences - Finance Business Center The University of Central Florida (UCF) College of Health Professions and Sciences (CHPS) is home to nationally recognized programs focused on health and wellness ― and a respected faculty dedicated to teaching innovations and research partnerships. The college offers accredited programs in athletic training, communication sciences and disorders, physical therapy, and social work. CHPS also offers one of UCF's largest majors, health sciences, as well as popular programs in sport and exercise science within the field of kinesiology. Through coursework, field experience, and interprofessional education, our students develop high-demand skills in healthcare and community based initiatives for working with varied populations.
The Opportunity:
The CHPS Finance Business Center is currently accepting applications for a Finance/Budget Analyst II. This role will review, approve and process financial transactions to ensure compliance with UCF fiscal policy. The position will also prepare statements and reports relating to an assigned area of responsibility, monitor records of past and present operations, and apply university accounting policies and procedures in working with accounting records and reports.
Responsibilities:
* Oversight of financial clinical operations at PT Clinic and CSD clinic, such as cash deposit reconciliation, card statement approval, clinical compliance, and ensuring cost are accurate and reportable.
* Create and deliver monthly faculty reports showing their funding and budgets in the to each faculty member in their assigned cost center.
* Monitor budgetary variances and make corrections as appropriate.
* Reconcile accounts to ensure accuracy of transactions.
* Prepare costing allocations for payroll funding and corrections to payroll funding.
* Identify appropriate funding sources for various HR transactions.
* Approve, deny, or return Workday spend transactions.
* Ensure compliance on all financial transactions or related financial transactions in the accounting system to the assigned departments.
Minimum Qualifications:
Bachelor's degree and 2+ years of relevant experience, or an equivalent combination of education and experience pursuant to Fla. Stat. 112.219(6).
Preferred Qualifications:
* Experience in higher education or public sector finance.
* Familiarity with Workday or similar financial systems.
* Experience in finance, accounting, budgeting, or a related field.
* Skilled in using data visualization tools such as Power BI or Tableau.
* Proficiency in Microsoft Excel, including the use of formulas, pivot tables, VLOOKUPs, and charts.
Special Instructions to the Applicants:
The anticipated salary range for this position is $56,030 - $60,000. The final salary will be determined based on the candidate's qualifications, experience, and internal equity considerations.
Applicant must be authorized to work for any U.S. employer, as sponsorship is not available for this position.
Are you ready to unleash YOUR potential?
As a next-generation public research university and Forbes-ranked top employer in Florida, we are a community of thinkers, doers, creators, innovators, healers, and leaders striving to create broader prosperity and help shape a better future. No matter what your role is, when you join Knight Nation, you'll play an integral role at one of the most impactful universities in the country. You'll be met with opportunities to connect and collaborate with talented faculty, staff, and students across 13 colleges and multiple campuses, engaging in impactful work that makes a positive difference. Your time at UCF will provide you with many meaningful opportunities to grow, you'll work alongside talented colleagues on complex projects that will challenge you and help you gain new skills, and you'll have countless rewarding experiences that go well beyond a paycheck.
Working at UCF has its perks! UCF offers:
* Benefit packages, including Medical, Dental, Vision, Life Insurance, Flexible Spending, and Employee Assistance Program
* Paid time off, including annual and sick time off and paid holidays
* Retirement savings options
* Employee discounts, including tickets to many Orlando attractions
* Education assistance
* And more…For more benefits information, view the UCF Employee Benefits Guide.
Dive into our Total Rewards Calculator to discover the diverse selection available to you, giving you a glimpse into the benefits that together shape your comprehensive rewards package at UCF.
Unless explicitly stated on the job posting, it is UCF's expectation that an employee of UCF will reside in Florida as of the date the employment begins.
Department
College Of Health Professions And Sciences Finance Business Center
Work Schedule
Monday through Friday, 8 AM - 5 PM
Type of Appointment
Regular
Expected Salary
$56,030.00 to Negotiable
Job Posting End Date
01-20-2026-12-00-AM
As a Florida public university, the University of Central Florida makes all application materials and selection procedures available to the public upon request.
UCF is proud to be a smoke-free campus and an E-Verify employer.
If an accommodation due to a disability is needed to apply for this position, please call ************ or email ************.
For general application or posting questions, please email **************.
$56k-60k yearly Auto-Apply 17d ago
Finance Graduate
Ferrovial, S.A
Finance consultant job in Heathrow, FL
Join Ferrovial: Where Innovation Meets Opportunity Are you ready to elevate your career with a global leader in infrastructure solving complex problems and generating a positive outcome on people's lives? At Ferrovial, we are not just a company; we are a community of innovators and trailblazers. Listed on three major stock markets: Nasdaq (US), Euronext Amsterdam (Netherlands) and IBEX 35 (Spain), we are also member of the Dow Jones Sustainability Index and FTSE4Good. We operate in more than 15 countries and have a workforce of over 24,000 professionals worldwide., including Highways, Airports, Construction, and Energy.
Ferrovial Construction is internationally recognized for its capacity to design and build civil engineering and construction projects, mainly in large transportation infrastructure. Its track-record to date includes more than 304 miles of tunnels, 11,930 miles of roads (including 2,485 miles of highways), 2920 miles of railroad lines (including 434 miles of high-speed railroads) and 16,994 miles of road maintenance and repair.
Why Ferrovial?
* Global presence, local impact: Be part of a company that is shaping the future of infrastructure worldwide, with challenging roles and projects that make a real difference.
* Collaborative excellence: Work alongside talented professionals in a collaborative environment where your ideas and contributions are valued.
* Inclusive Culture: Thrive in an innovative and respectful workplace that values every voice, celebrates what makes us unique and turns differences into innovation.
* Career growth: Benefit from global and cross-business unit mobility, with development processes designed to ensure your professional growth.
* Compelling benefits and employee wellbeing: Enjoy a comprehensive benefits package that rewards your hard work and dedication and take advantage of initiatives designed to support your physical and psychological health.
* Productivity tools: Utilize cutting-edge tools like Microsoft Copilot to enhance your productivity and efficiency.
:
Finance Graduate
About Ferrovial Construction UK&I
Ferrovial Construction is the UK based engineering and construction arm of the Ferrovial Group. It is the largest private transport infrastructure operator in the world in terms of capital invested with a workforce of approximately 96,000 employees, and a presence across 15 countries with over 60 years' experience. It is a Spanish multinational company operating through 4 divisions: Airports, Highways, Construction and Building subsidiaries. Ferrovial are committed to developing sustainable and innovative solutions, with the aim to create value for society, and for clients, investors, and employees.
We design and construct some of the UK and Ireland's most high-profile transport infrastructure projects. We have the strength and depth to deliver complex major projects in-house, drawing on international expertise and full asset lifecycle capability. We provide our clients with cost-effective, value-added solutions and design and build sustainable assets for people and places
Our 2021 turnover was £456m in the UK and globally £4.7bn. Our UK order book is currently £1.0bn and globally £11.4bn. We work in the UK for private and public sector customers on projects and frameworks valued from £50,000 to over £3bn.
We maximize potential through continuous professional development and create an equal, inclusive and diverse place to work to drive innovation.
At Ferrovial, we have five core values: Excellence, Innovation, Collaboration, Integrity and Respect. We are proud of our work and values which we live by to achieve our goals.
Whilst working on large complex projects, you will be encouraged to achieve your maximum, all the while having support and guidance. An ability to work well in a team is key to the delivery of our projects, so that effective communication skills are critical.
Ferrovial prioritizes the mobility of its employees as a means of fostering talent. The company has set up a Global Mobility Portal, which operates as an internal job board where employees can find all openings worldwide. The company is keen for graduates to move overseas and gain experiences of different cultures and business ways and methodologies. Please note this opportunity is an option after the Graduate Programme unless you have a civils background.
The role
Ferrovial Construction is looking for a Finance Graduate to provide support to the team. Ferrovial offers an extraordinary start to a career within Finance, this role is ideal for a candidate who is looking to gain a general overview of financial management. The 3-year graduate development programme is designed to develop personal, professional and technical skills through a blended approach. Upon completion of the scheme there are significant opportunities within the Finance team to involve more ambitious and leadership roles.
Key Responsibilities:
* Processing and accounting of supplier and subcontractor invoices
* Raise invoice queries in a timely manner with suppliers and/or site management teams
* Ensuring that all accounting transactions are recorded timely, accurately and with compliance to relevant standards and principles.
* Managing financial accounting and reporting systems (including Ferrovial bespoke systems and SAP)
* Ensuring payments are processed in line with agreed payment terms and are fully compliant with Ferrovial terms and conditions
* Promoting company values such as collaboration in all dealings with other employees, suppliers, subcontractors, and other external contacts.
Key Accountabilities
* Providing and interpreting financial information
* Processing information efficiently
* Producing accurate financial reports to specific deadlines
Skills and Competence
We are looking for graduates with:
* Excellent communication skills and ability to interact at a variety of levels
* Excellent written and oral English language
* Degree or Master's (All disciplines considered)
* Motivated to learn and add value to the team, the role and the Graduate programme
* Analytical thinker who enjoys problem solving
* A proven team player who can effectively work with others
* Comfortable working under pressure to meet deadlines
* Proactive approach to working and learning
* Familiar with all Microsoft packages
Interpersonal Skills:
* Highly motivated
* Logical thinker with a willingness to learn
* Resilient and a flexible approach to working
* Results driven with strong communication skills
* Works well in a team environment
Desirable
* Finance experience
Essential
* Must have right to work in the UK by the start of employment and for the duration of the Graduate Programme.
What we offer:
On the Ferrovial Construction Graduate programme you will get:
* 3-year development programme in line with Ferrovial's framework
* Attend a variety of blended training to develop your technical, professional and behavioural skills
* Gain an understanding of Ferrovial Construction from a global perspective, with mobility opportunities
* Given the opportunity to participate in charity volunteering and innovation projects
* And much more!
Other details
This role is looking for a September 2025 start.
Ferrovial Construction UK is an Equal Opportunities employer and as such treats applications equally and recruits purely based on skills and experience
Please note that this job description does not represent a comprehensive list of activities and employees may be requested to undertake other reasonable duties
Seize the challenge. Move the world together! Innovative, creative, respectful, and diverse are some of the ways we describe ourselves. We are motivated by challenges, and we collaborate across our business units to move the world together. Your journey to a fulfilling career starts here!
Ferrovial is an equal opportunity employer. We treat all jobs applications equally, regardless of gender, color, race, ethnicity, religion, national origin, age, disability, pregnancy, sexual orientation, gender identity and expression, covered veteran status or protected genetic information (each, a "Protected Class"), or any other protected class in accordance with applicable laws.
#WeAreFerrovial
$39k-74k yearly est. Auto-Apply 9d 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
Financial Consultant
Orlando 4.0
Finance consultant job in Maitland, FL
We are seeking an eager, strategic, and definitive financial advisor who offers room for growth and a promising Career outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.
Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
$30k-42k yearly est. 4d 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 Business Analyst II
City of Deltona, Fl 3.7
Finance consultant job in Deltona, FL
One (1) Regular Full-Time Non-Exempt Vacancy Anticipated Hiring Range: $61,763.52 - 80,334.59 If you have any issues with the application system please contact Workbright's customer service department at **************
DEFINITION: The purpose of this job/class within the organization is to perform advanced financial analysis, budgetary planning, internal auditing, and grant management to support the City's fiscal operations. This position is responsible for coordinating financial activities related to accounting, budgeting, grants, fixed assets, project costing, business planning, and forecasting to ensure compliance with generally accepted accounting principles (GAAP), governmental regulations, and City policies.
This job/class works under general supervision according to established procedures but exercises professional judgment in problem-solving and decision-making.
ESSENTIAL FUNCTIONS (Not all inclusive):
The essential functions of the Financial Business Analyst II position include performing, compiling, analyzing, and documenting complex financial information while ensuring compliance with generally accepted accounting principles (GAAP), governmental regulations, and City policies; preparing and reviewing financial statements, journal entries, audit schedules, and various federal, state, and local reports, including assigned sections of the Annual Comprehensive Financial Report (ACFR), annual budget document, and audit schedules; reconciling and maintaining a variety of funds and accounts, including Accounts Receivable (AR), and ensuring proper monthly balancing of AR accounts; performing bank reconciliations, preparing adjusting and closing journal entries, and resolving financial discrepancies by collecting and analyzing account data; recommending financial actions and revenue optimization strategies based on in-depth analysis of financial trends, accounts receivable, and revenue streams; assisting in the preparation and monitoring of the annual budget, including modeling, projecting, and forecasting personnel costs, salary structures, and benefits in coordination with the Finance Director; reviewing budget requests for accuracy, completeness, and compliance with City policies and processing budget transfers as required; conducting financial feasibility studies and financial modeling to project future revenues and expenditures based on historical financial data, operational trends, and administrative commitments; participating in the Capital Improvements Program (CIP) by reviewing and auditing capital expenditure requests, preparing monthly project activity reports, and ensuring compliance with appropriation resolutions; coordinating and reviewing federal, state, and local grant reimbursement requests, preparing grant financial schedules, and ensuring all grant-related transactions adhere to funding requirements; managing debt payments, compliance schedules, financial disclosures, and debt-related reporting, including the preparation and submission of State Local Highway Finance Reports, Capital Recovery Reports, and Community Redevelopment Agency reports; assisting with the submission of the TRIM compliance report to the Florida Department of Revenue to ensure adherence to state tax guidelines; conducting internal audits and enforcing financial controls to safeguard City finances and maintain compliance with governmental accounting standards; analyzing and investigating utility billing functions, identifying abnormal billing trends, and communicating discrepancies to the Accounting Manager and Customer Service Manager for resolution; processing and maintaining records of lien documentation and satisfaction of liens, ensuring accurate general ledger (GL) reporting in collaboration with the Legal Department; preparing and submitting unclaimed property reports and processing abandoned property filings as required by the State of Florida; providing financialconsultation, cost analysis, and budgetary technical assistance to City departments to optimize financial planning and resource allocation; assisting with public records requests, financial inquiries, and external audits to ensure transparency and compliance with state and federal reporting requirements; approving department-level requisitions when required and monitoring various financial activities to detect anomalies; performing statistical analyses, financial forecasting, and trend evaluations to support decision-making; attending night meetings and participating in emergency financial management operations as part of the City's Emergency Management Team, ensuring financial operations continue during crisis situations and emergency activations.
MINIMUM QUALIFICATIONS:
Education:
Bachelor's Degree in Accounting, Finance, Business Administration, or a related field.
Experience:
Six (6) years of progressively responsible experience in capital improvements, debt management, public sector budgeting, financial analysis, or accounting.
Equivalent education and experience combination may be considered.
Preferred Qualifications:
Experience in grant budgeting and financial reporting.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint) and enterprise resource planning (ERP) systems.
Special Certifications and Licenses:
None.
BENEFITS: Full City benefits to include Florida Retirement System, paid employee health/dental, accrued vacation, sick leave, and more.
Veteran Preference in appointment will be given to those eligible.
In order to be eligible for Veteran Preference you must furnish a Department of Defense document, commonly known as form DD-214 (Member 4 Copy recommended) or military discharge papers, or equivalent certification from the DVA, listing military status, dates of service and discharge type PRIOR TO CLOSING DATE OF THE JOB POSTING. Please redact social security number and date of birth information from all documents submitted.
In addition, the disabled veteran shall also furnish a document from the Department of Defense, the DVA, or the Department certifying that the veteran has a service-connected disability
If you require an accommodation because of a disability to participate in the application/selection process, you must notify the Human Resources Department at ************ at least 48 hours (excluding weekends and holidays) prior to the meeting or activity.
We are proud to be a Drug-free, Smoke-free and Equal Opportunity Employer!
$61.8k-80.3k yearly 60d+ ago
Financial Professional - Retirement Benefits Group - FL, Orlando (5139)
AXA Equitable Holdings, Inc.
Finance consultant job in Orlando, FL
Join Equitable Advisors: A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!
Role Highlights
* Client Engagement: Cultivate and expand your network within established markets
* Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
* Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
* Work-Life Balance: Flexible schedule to maximize productivity and personal time
* Location: Working outside the office in local schools and municipalities
Skills & Experience
* Education: Bachelor's degree or equivalent skills and work experience
* Licensing: State Life & Health, SIE, Series 7, Series 66
* Personal Attributes: values-driven with a track record of success and accomplishment
* Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
* Mindset: entrepreneurial spirit with a desire to positively impact others' lives
* Collaboration: ability to work with and learn from top performers
* Work Authorization: must be authorized to work in the United States
Training & Development
* FINRA Sponsorship: provided for required FINRA licensing
* Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
* Virtual University: access to Equitable Advisors' Virtual University for continuous learning
* Mentorship: opportunities for joint work and mentorship
* Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
* Leadership Development: access to Leadership Development School for those with management ambition
* Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered FinancialConsultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
* Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
* Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
* Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
* Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Culture and Community Impact
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)
How much does a finance consultant earn in Port Orange, FL?
The average finance consultant in Port Orange, FL earns between $37,000 and $90,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Port Orange, FL