Finance internship jobs in Jacksonville, FL - 89 jobs

Job DescriptionAre you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you'll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. Benefits include; • Flexible schedule with a strong work-life balance. • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance. • Training allowance and performance-based incentives. • Company-sponsored professional development opportunities. • Sponsorship for required licenses and continuous training. We can only consider applicants authorized to work in the United States. Responsibilities: Attend hybrid meetings, including in-person team collaboration, as required. Offer solutions in insurance, asset accumulation, and retirement planning. Utilize marketing tools and resources to grow your client base. Maintain compliance with industry regulations and licensing requirements. Follow a leadership advancement track with career growth opportunities. Qualifications: Highly motivated with a strong work ethic. No prior experience in finance is required-comprehensive training is provided. Excellent communication and relationship-building abilities. Competitive mindset with a history of leadership or achievement. Must be authorized to work in the US. About Company At Gravity Financial, we believe you don't need years of experience to start building a meaningful career; you need drive, heart, and the right team behind you. Proudly partnered with National Life Group, we're looking for passionate, coachable individuals who want to grow into future financial advisors. We'll help you get licensed, train you step-by-step, and support you as you build your own business within our team. National Life Group is a trade name of National Life Insurance Company (NLIC). Montpelier, VT, and its affiliates. Securities and advisory services are offered solely by Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, 10151 Deerwood Park Blvd.. Building 300, Suite 235, Jacksonville, FL 32256, ************. Gravity Financial LLC is independent of Equity Services, Inc. Equity Services, Inc., is a Broker/Dealer and Registered Investment Advisor affiliate of National Life Insurance Company. TC7************3

Salary: $60,000 - $90,000+ (Negotiable, depending on experience) + Benefits Benefits: Health/Dental/Vision Insurance, 401(k) w/ match, PTO, Professional Development Support Job Type: Full-Time | On-site Typical Hours: Monday-Friday, 40-45 hours/week Travel: Optional domestic travel Start Date: ASAP Sponsorship is not available Relocation assistance negotiable Financial Advisor / Financial Planner Description Our client, a dynamic and growth-oriented wealth management firm, is looking for a strategic Financial Advisor to join their team in Jacksonville, FL. This is an opportunity for a driven professional to start their CFP career, seeking mentorship and advanced exposure to financial strategies. You'll partner closely with the firm's founder and client service team to deliver advanced financial planning solutions to high-net-worth individuals and families. This role is designed for someone who brings both technical knowledge and an entrepreneurial mindset, thrives in a fast-paced, high-performance environment, and takes pride in delivering excellence. This is a great opportunity offering autonomy to shape your path within a collaborative firm that values initiative, accuracy, and strategic thinking, where your ideas will be heard and your impact will be visible. Financial Advisor / Financial Planner Responsibilities • Conduct in-depth financial assessments for high-net-worth clients • Develop strategic financial plans aligned with client goals and values • Incorporate investment, estate, insurance, tax, and cash flow strategies • Execute trades and monitor client portfolios for optimization opportunities • Prepare for and participate in client meetings, reviews, and onboarding processes • Support client service activities • Partner with internal and external professionals (CPAs, attorneys, investment managers) as needed • Maintain accurate CRM documentation and task completion • Contribute to internal planning discussions, investment strategy reviews, and process improvements • Support special projects, system enhancements, general office needs and team collaboration Financial Advisor / Financial Planner Qualifications • Bachelor's degree or near completion required • Near completion of financial planning/advisor designation (such as CFP, CFA, CRCP, AAMS, etc.) required • Knowledge across investments, insurance, tax, retirement, and estate planning required • Familiarity with financial planning tools/software & MS Office required

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.

Replies within 24 hours Benefits: Bonus based on performance Opportunity for advancement Training & development Grow Your Career While Helping Educators Retire with ConfidenceAre you a licensed financial professional ready to make a lasting impact? At ValuTeachers Inc. , we specialize in helping educators and public service employees plan for a secure retirement. We are expanding our team and looking for a Internal Financial Advisor who is driven, client-focused, and ready to grow. What Makes This Role Different? Mission-Driven Work - Serve clients who trust and rely on your financial expertise Support to Accelerate Success - Proven systems, executive mentorship, and team support Dedicated Back-End Help - Marketing tools, tech platform, and call center support Compensation with Growth - Competitive performance-based compensation Your Background: Licensed: Life Insurance License + Series 65 Experienced: Familiar with 403(b), 457, or 401(a) retirement plans (preferred) Relationship-Builder: Strong interpersonal and communication skills Educated: Bachelor's degree or equivalent industry experience Bilingual: Spanish fluency is a plus but not required Why Top Advisors Join Us: You want to align your career with a mission that truly helps people You are ready to scale your business with turnkey systems and support You value mentorship, collaboration, and a team that invests in your growth You are looking for consistent, qualified clients-not just cold leads You want to be part of a company with a strong reputation in the education sector Apply Today Help those who help our communities. If you are looking to work with a leading company in the 403(b) and 457 space, we look forward to supporting your growth at ValuTeachers. Compensation: $100,000.00 per year

Job DescriptionAre you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options. • Full benefits package: health, dental, vision, 401(k), pension, life insurance. • Training stipend and performance-based bonuses. • Company-sponsored travel and professional development programs. •Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Compensation: 50,000 - 150,000 yearly Responsibilities: Engage in structured coaching, mentorship, and training programs. Utilize marketing tools and resources to grow your client base. Work within a hybrid model, attending in-person meetings and training sessions as required. Offer solutions in insurance, asset accumulation, and retirement planning. Follow a leadership advancement track with career growth opportunities. Qualifications: Strong interpersonal and communication skills. No prior experience in finance is required-comprehensive training is provided. Self-motivated, coachable, and driven to succeed. Must be authorized to work in the US. Demonstrated leadership or a proven track record of success. About Company At National Life Group, our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration The Financial Counselor will be responsible for counseling patients or parties responsible for payment. The Patient Financial Counselor will educate patients on their responsibilities and potential options. The PFC is responsible for accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. In addition, the counselor must obtain any necessary pre-certifications or authorizations and assist with any financing or third-party applications. In this role, the successful candidate must display a strong sense of patient care and attention to detail. "This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status." Responsibilities: Explain financial responsibilities for services received, payment options and collection procedures to patients or parties responsible for payment. Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate. Contact insurance carriers or other sources and act as an advocate for the patient. Initiate process for collecting prepays due and perform follow up activity to insure maximum collection is achieved. Identify hospital, public and private financial assistance programs for patients unable to meet their financial obligations. Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage. Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service. Maintain accurate documentation of pre-processing information. Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency. Perform all other duties and projects as assigned. Required Qualifications: High school diploma is required At least one year of call center experience Attention to detail Strong customer service experience Ability to multi-task and navigate between multiple systems simultaneously Ability to handle a large volume of incoming calls Desired Qualifications: Previous experience as a financial counselor with background in medical terminology preferred Understanding of State and Federal assistance Physical Requirements: See, read, and/or operate computers, telephones, office equipment, documents, labels, including manipulating paper requiring the ability to move fingers and hands. Remain sitting, standing, or walking for long periods of time to perform work on a computer, telephone, or other equipment. Frequent interactions with associates, patient care providers, patients, and visitors that require associate to verbally communicate as well as hear and understand spoken information, alarms, needs, and issues quickly and accurately, particularly during emergency situations. Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use and typing for documenting patient care, accessing needed information banding patients, etc. Need to walk and assist with transporting/ambulating patients and obtaining and distributing supplies and equipment. This includes pushing/pulling gurneys and portable equipment, including heavy items (over 5 lbs.). For this US-based position, the base pay range is $15.35 - $23.13 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook

Financial Analyst - Jacksonville, FL Do you want to be part of a dynamic institution that is one of the fastest growing credit unions in the country? Become a part of the First Florida Credit Union team where our employees create a culture that enables our organization to be among one of the 100 Best Companies to Work For in Florida as designated by Florida Trend magazine for over a decade. Our employees are the critical element in fulfilling the First Florida Credit Union mission of being a thriving credit union creating value for members by deepening relationships with current members and engaging with potential members. Also, First Florida Credit Union recognizes the importance of benefits that provide financial security for our employees and their families and is committed to providing a competitive benefits package to eligible employees. Role: Support managing the Credit Union's financial management program and associated activities. Provide functional support for ALM modeling, liquidity, concentration risk, cost analysis and other varying financial analysis tasks. Perform analytical and reporting functions for management and Board of Directors. Perform analytical procedures, documentation and financial modeling to support management of FFCU's financial risks: interest rate risk, liquidity risk, concentration risk. Support select accounting-related functions assigned. Utilize resources available to expand knowledge of financial analysis techniques and procedures as well as develop needed skills to support Finance Department initiatives. Perform monitoring of competitive rate surveys for use in recommending rates to Internal ALCO. Perform assigned responsibilities to support Allowance for Credit Loss (ACL) calculations, interest rate risk modeling, profitability analysis and budgets/financial forecasts. Experience and skills required: Three years to five years of similar or related experience Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).

Student Finance Representative - Help Students Fund Their Future Are you passionate about helping people take the first step toward a better life? As a Student Finance Representative, you'll be the guide who helps students understand their financial aid options and start their journey in skilled trades education. What You'll Do: Interview and advise students and families on financial aid programs Walk applicants through FAFSA, aid applications, and eligibility Review and award aid in compliance with federal, state, and school policies Provide friendly, knowledgeable support in person, by phone, and online Stay up to date on regulations and partner closely with Admissions Deliver top-notch service and be a key part of each student's success story Attend and celebrate student achievements at graduation ceremonies What You Need: Associate degree preferred 2+ years in financial aid, customer service, or a related field Strong communication, organization, and people skills A positive attitude and a passion for student success Why You'll Love It: Medical, dental, vision (free options available) 12 paid holidays + your birthday off PTO, 401(k) match, tuition reimbursement Headspace, wellness programs, pet insurance, and more Our Core Values: We are Challenging and Fun, Creating an Incredible Work Environment, full of Genuine People, and always a Force For Good. If you're ready to change lives while building a rewarding career, apply now and start making an impact. Interested? Apply now!

Business Development Internship Summer 2022 Internship - 20-25 Hours per Week US East Office (Jacksonville, FL) We Exist to Transform our Customers and Change Lives Summary: The Sales & Marketing Business Development Intern is responsible for generating new business opportunities by contacting and developing relationships with potential customers. Your primary function is to qualify marketing leads as sales opportunities through calls and emails, as well as to maintain all data accurately in CRM (NetSuite). You will join a team of marketing leaders focused on transforming more customers and changing more lives. Essential Duties and Responsibilities: Support sales revenue goals by executing demand generation campaigns, including inbound lead qualification, prospecting and nurturing: Inbound Lead Qualification: Engage with sales inquiry or online chat to qualify them as sales ready, update CRM and route to sales as appropriate Email Prospecting: Contact potential customers through calls and emails Lead Nurturing: Build trusting relationship with prospective customers through regular email touchpoints, routing them to sales once ready to engage in sales cycle Conduct initial qualification, identifying client needs and position appropriate products/services Set up meetings or calls between prospective customers and sales team Manage and maintain quality of NetSuite database Prepare and analyze a variety of lead reports in both CRM and Excel Education and Experience: Strong written communication skills Excellent interpersonal, presentation, email, and phone skills Proficient in using Microsoft Office applications Must work well independently, be able to prioritize and meet deadlines Must be creative, energetic, extremely organized and detail-oriented Excellent organizational and time management skills with the ability to multi-task Employer does not sponsor applicants for employment visa status (e.g. H-1B visa status). General Information: The above noted job description is not intended to be an exhaustive list of all duties and responsibilities that may be assigned, but rather to give personnel so classified a general sense of the responsibilities and expectations of the job. As the nature of business demands change so, too, may the essential functions of this specific position and/or the skills and abilities required. RF-SMART is an Equal Employment Opportunity (EEO) employer.

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

Job DescriptionDescription: The Financial Analyst will play a key role in supporting the organization's financial planning and analysis (FP&A) efforts. This position focuses on understanding business performance through key operational metrics, identifying trends, and providing actionable insights that guide leadership decisions. The role emphasizes interpretation, analysis, and communication over technical data modeling. Key Responsibilities Partner with operations and leadership teams to analyze performance drivers and financial results. Develop and maintain recurring analyses and dashboards focused on operational and financial KPIs. Investigate variances and provide clear explanations for trends in revenue, margin, expenses, and other key metrics. Create and deliver recurring reporting packages for management review, highlighting key insights and opportunities for improvement. Support the annual budget, quarterly forecasting, and long-range planning processes with relevant analytical input. Communicate financial findings in a clear, concise, and actionable manner to non-finance stakeholders. Collaborate cross-functionally to ensure alignment between operational metrics and financial outcomes. Requirements: 5 years of experience in FP&A, finance, or a related analytical function. Strong understanding of financial statements, operational metrics, and performance analysis. Proficiency with Excel and business intelligence tools for dashboarding and reporting. Excellent communication skills - able to translate data insights into clear business narratives. Ability to identify trends, investigate root causes, and make recommendations for improvement. Comfortable working with large datasets and recurring analysis but focused on interpretation and storytelling rather than raw data manipulation. Preferred Attributes Experience in a multi-location or operationally complex organization. Strong sense of curiosity and initiative to dig into “the why” behind performance trends. Ability to work independently and prioritize multiple projects in a fast-paced environment.

Candidates must have Credit AND Collections experience. Pharmaceutical Vision Care, a member of Pharmaceutical's Family of Companies, is recruiting for a Financial Analyst located in Jacksonville, FL Key Responsibilities Evaluates accounts on hold, releases held orders and evaluates past due to reduce the risk of bad debt write-off's by contacting customers to secure payment/follow up on overdue balances/resolves issues, and maintain detailed files on all past due accounts Manage credit limits within policy and procedure guidelines. Manage incoming customer inquires Achieve metrics on past due balances while managing 30 Inbound and 50 Outbound phone calls per day and 50-100 orders released per day Recommend bad debt write-offs and accounts for collection Evaluate credit risk; approve changes on new account set-ups. Perform system and process related projects. Assists customers by researching issues concerning the customer's statements and or invoices. Ensure adherence to SOX Internal Controls. Qualifications Qualifications: BS/Associate's Degree in Accounting, Finance or Business related major Minimum of 1 years in Credit Accounting environment and dealing with external customers Proficiency with Excel, MS Word, Outlook, and other desktop applications, SAP experience preferred Knowledge of standard and specialized collection procedures Excellent time management, multi-tasking and organization skills Customer focus and results oriented. Empowered, persistent, results oriented Ability to work in a global team environment Additional Information Call Center Experience

The overall objective of this position is to provide a high level of customer service, business intelligence, and insights into a variety of reporting. Essential Duties/Accountabilities Prepare and analyze data for end-user projects Accurately report and understand financials, including general ledger accounts Evaluate general ledger accounts by conducting variance analysis - comparing actual results with plans and forecasts Create recommendations to be presented to management and executives Guide cost analysis process by following policies and procedures Provide analysis of trends and forecasts and recommend actions for optimization Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and dashboards Increase productivity by developing automated reporting/forecasting tools Responsible for maintaining up-to-date technical knowledge of financial instruments, market conditions and trends

A large Medical Device company local to Jacksonville is seeking a motivated and detail-oriented Financial Analyst to join their team. This position will play a crucial role in assisting with capital project and operational project budget management. The Financial Analyst will be involved in various financial cycles and must be familiar with Profit & Loss (P&L) statements, capital expenditures, cash flow, purchase orders (POs), and accounts receivable. Key Responsibilities: Assist in the management of capital project and operational project budgets. Participate in financial cycles, including forecasting, budgeting, and reporting. Analyze P&L statements to identify trends and variances. Monitor and report on capital expenditures and cash flow. Process and track purchase orders and accounts receivable. Provide financial support for various departments and projects. Prepare ad-hoc financial reports and analyses as needed. Collaborate with cross-functional teams to ensure accurate financial reporting and compliance. This position pays between $30-$35 depending on experience. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements -0-5 years total working experience within the financial industry -Bachelor's degree in Finance, Accounting, or related field -Strong understanding of financial principles and practices. -Familiarity with P&L statements, capital expenditures, cash flow, purchase orders, and accounts receivable. -Proficiency in Microsoft Excel and other financial software. -Excellent analytical and problem-solving skills. -Strong attention to detail and organizational skills.

Student Finance Representative - Help Students Fund Their Future Are you passionate about helping people take the first step toward a better life? As a Student Finance Representative, you'll be the guide who helps students understand their financial aid options and start their journey in skilled trades education. What You'll Do: Interview and advise students and families on financial aid programs Walk applicants through FAFSA, aid applications, and eligibility Review and award aid in compliance with federal, state, and school policies Provide friendly, knowledgeable support in person, by phone, and online Stay up to date on regulations and partner closely with Admissions Deliver top-notch service and be a key part of each student's success story Attend and celebrate student achievements at graduation ceremonies What You Need: Associate degree preferred 2+ years in financial aid, customer service, or a related field Strong communication, organization, and people skills A positive attitude and a passion for student success Why You'll Love It: Medical, dental, vision (free options available) 12 paid holidays + your birthday off PTO, 401(k) match, tuition reimbursement Headspace, wellness programs, pet insurance, and more Our Core Values: We are Challenging and Fun, Creating an Incredible Work Environment, full of Genuine People, and always a Force For Good. If you're ready to change lives while building a rewarding career, apply now and start making an impact. Interested? Apply now!

Angel Kids Pediatrics is looking for a knowledgeable financial analyst will be responsible for the development of complex financial reports and dashboards to help guide the operations and strategic planning of the practice. The reports may include, but are not limited to, annual operating budgets, forecasting reports, labor reports, monthly volume and financial reports, billing and revenue reports, supply and inventory management reports, and other needed to efficiently run the operations and business. This individual will report directly to the Chief Operating Officer. Functions and Duties of the position: Synthesize and understand data pulled from disparate systems; Develop reporting from data pulled from disparate systems; Develop reporting dashboard to aid with operational decisions; Disseminate financial reports / dashboards within indicated time periods; Interface and collaborate with leadership to review performance and forecast volumes, expenses, revenue, and other financial indicators of performance; and Other duties and responsibilities requested. This position is full time and requires an in-office presence at the corporate office. Position requirements and preferences: Bachelor's degree required Master's degree preferred 1-3 years as health care financial analyst required More than 3 years preferred Knowledge of health care financial reporting required Knowledge and understanding of health care revenue cycle management required

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. Not sure if you're interested in the career yet? 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Candidates must have Credit AND Collections experience. Pharmaceutical Vision Care, a member of Pharmaceutical's Family of Companies, is recruiting for a Financial Analyst located in Jacksonville, FL Key Responsibilities Evaluates accounts on hold, releases held orders and evaluates past due to reduce the risk of bad debt write-off's by contacting customers to secure payment/follow up on overdue balances/resolves issues, and maintain detailed files on all past due accounts Manage credit limits within policy and procedure guidelines. Manage incoming customer inquires Achieve metrics on past due balances while managing 30 Inbound and 50 Outbound phone calls per day and 50-100 orders released per day Recommend bad debt write-offs and accounts for collection Evaluate credit risk; approve changes on new account set-ups. Perform system and process related projects. Assists customers by researching issues concerning the customer's statements and or invoices. Ensure adherence to SOX Internal Controls. Qualifications Qualifications: BS/Associate's Degree in Accounting, Finance or Business related major Minimum of 1 years in Credit Accounting environment and dealing with external customers Proficiency with Excel, MS Word, Outlook, and other desktop applications, SAP experience preferred Knowledge of standard and specialized collection procedures Excellent time management, multi-tasking and organization skills Customer focus and results oriented. Empowered, persistent, results oriented Ability to work in a global team environment Additional Information Call Center Experience

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration Essential Responsibilities * Initiate process for collecting prepays due and perform follow up activity to ensure maximum collection is achieved. * Identify hospital, public financial assistance programs for patients unable to meet their financial obligations. * Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage. * Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency. * Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate. * Contact/check insurance carriers and websites for non-automated eligibility and act as an advocate for the patient. * Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service. * Perform all other duties and projects as assigned. Education Level High School - Equivalent experience will be considered Experience Level No experience required Licenses and Certifications Not Specified Skills Not Specified Physical Demands * Sitting * Standing * Extended Computer Usage * Walking Work Environment * Well-lit * Remote * Noise Level -Quite * Climate Controlled For this US-based position, the base pay range is $15.35 - $23.13 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook