Finance Leader Jobs in Riverview, FL

Core Responsibilities: Treasury Execute treasury processes, solutions and reporting with the objective of achieving accuracy, efficiency and strong internal controls Manage day-to-day activities in treasury function including processing wires and internal transfers, verifying wire instructions, ensuring transfers are completed accurately and timely, and documenting transactions Oversee and forecast cash flow positions, related borrowing needs and funds available for investment Prepare cash reports and KPI dashboards for key stakeholders Actively engage in financial reviews and annual budgeting process Advise management on the liquidity aspects of its short- and long-range planning Manage excess operating cash to obtain optimum interest revenue Develop a structure to work with P&L owners, investment managers and accounting to optimize working capital Ensure the accuracy and effectiveness of the organization's capital call/distribution processes, billing programs and payment operations Maintain relationships with banking partners, open new accounts as needed for the Company, its affiliated entities and its investment entities Monitor compliance with loan guarantees, provide reporting to lenders and accounting team to ensure financial statements are properly updated Develop and enforce strong internal controls and financial management policies Assist Company and affiliated entity team members with ad hoc tasks Payroll Process payroll for multiple entities on a bi-weekly basis and provide accounting team with payroll reports Assist human resources with the onboarding process for new employees Skills & Qualifications Required: Bachelor's degree in accounting, finance or business Minimum 5 years of treasury experience. Payroll experience is a plus Proficiency with Microsoft Office, with a strong emphasis on Excel Fast learner committed to coming up to speed on new software quickly, familiarity with SageIntacct, Bill.com or iPaladin is a plus Desire to work in a small collegial environment; ability to self-motivate and manage multiple tasks and projects Be a team player who contributes to and drives the team to succeed Highly detail- and data-oriented with solid critical thinking, organizational and analytical skills Ability to manage a team which will include a treasury specialist Comfortable taking initiatives and suggesting new ideas, processes, improvements, etc. Communicates effectively and promptly with internal and external parties Ability to maintain strict confidentiality of all Company matters

Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii) secondary credit and PE fund investing, all focused within the U.S. LMM. The Firm's track record, business model, growth trajectory and award-winning culture provide compelling career opportunities for driven and talented individuals. Culture is a core principle which includes long-term alignment of interest with 100% of U.S. employees participating in investment profits. The Firm has over $4 billion in assets under management (committed capital including debt facilities as of 7/31/24) and expects strong continued growth based on its performance, distinctive investment approach and its diversified investor base of domestic and global institutions (including public pensions, corporate pensions, insurance companies, commercial banks, endowments, foundations and family offices) and individuals. Star Mountain values team players with positive, solutions-based attitudes complemented by a strong work ethic and is heavily committed to long-term training and career development. The Firm is employee-owned with material long-term wealth creation opportunity for dedicated, entrepreneurial professionals. Dynamic team of over 100 full-time people and 40+ Senior Advisors / Operating Partners. The senior team has over 500 years of collective investment experience including prior leadership experience at Blackstone / GSO, Fortress, Goldman Sachs, Citigroup, J.P. Morgan and Merrill Lynch. For the last five consecutive years, Star Mountain has been recognized as one of the Best Places to Work by both Crain's and Pensions & Investments. Summary Star Mountain is seeking a driven, highly energetic Financial Operations professional to join a fast-growing, entrepreneurial asset management firm. This individual will focus on Star Mountain's financial controls, fund accounting and investor reporting across multiple fund structures and relating to direct debt / equity investments and fund investments (including secondaries). Opportunity to interact directly with senior management, business owners and other leading private fund managers. Position Description: Liaise with outside fund administrators to prepare accurate and timely deliverables related to the NAV process including financial statements, capital account statements, capital call and distribution notices, management fee and carried interest calculations and all other investor reporting Work directly with and prepare financial analysis and reporting for executives across Star Mountain funds and relating to financial matters Support the overall portfolio valuation process Assist audit and tax professionals in year-end audit and tax reporting Support treasury and liquidity management functions (oversee cash position for funds and forecast cash requirements) Manage capacity on the funds' credit lines as well as borrowing base compliance/covenants Manage the expense process, including vendor management, invoice processing and compliance with firm policies Performance measurement, including calculation of IRRs, investment multiples and various time-weighted returns Assist in preparation of regular investor reports and quarterly investment letters Identify and implement process improvements with regards to efficiency and ensuring that strong internal controls and quality controls are maintained Review and interpret partnership agreements, private placement memorandums, and other legal documents Assist with various portfolio monitoring of investments, including contract compliance Assists with the overall investor onboarding process including the investor portal and investor correspondence Required Qualifications: Bachelor's degree in accounting, finance or similar study, CPA preferred. Multiple roles available between 2-4 years of relevant experience. Excited to work hard in an entrepreneurial, fast-paced environment building a unique organization. Loan experience including working with credit funds, Business Development Companies (BDC) and/or SBICs fund experience a plus. Proven knowledge of partnership accounting, US GAAP and financial reporting. Audit/controls mindset with desire to implement process improvement opportunities at a growing and entrepreneurial firm. Attention to detail and strong analytical skills; experience building complex financial models and presentations. Demonstrated team player; self-starter; independent thinker; ability to work independently. Strong interpersonal skills with capacity to interact with outside parties and personnel across all levels of the firm. Tax structuring knowledge a plus. Ability to analyze investment and fund legal documents. Positive culture and attitude along with top quality execution. Must have strong references available (at the appropriate time) from peers, subordinates and superiors. Location: Tampa, Florida (flexibility available for NY-area candidates to work from NY during their first year, if necessary) Timing: Immediate Best Place to Live in Florida: Tampa, Florida, has been recognized as one of the best places to live in the United States in 2023 and 2024 for its quality of life, economic opportunities, and vibrant community. Star Mountain Capital is recognized as a standout employer in the city. Office Model: Star Mountain Capital's work model is designed to be in-office with a focus on team collaboration and apprenticeship style learning that connects our employees on many levels. Our team aligns to this model to increase meaningful moments that are not replicated in a remote experience. Employees who join our organization can count on this model to accelerate your onboarding, learning, and integration into the firm. Compensation: The exact salary will be determined based on the candidate's qualifications, experience, and performance during the selection process. Employees are eligible for an annual discretionary bonus and other economics. Total compensation may vary by role, location, department, and individual performance. The firm is 100% employee owned providing for material economic wealth creation opportunity. Benefits: Star Mountain Capital is committed to a healthy and engaged workforce. Our benefits are constantly evolving to support our employees' needs today and in the future. We offer a highly competitive medical, dental, and vision package. Select other benefits include: 50% coverage on monthly gym memberships, a cell phone stipend, tuition support of job-related designations and learning and development opportunities, and other bespoke benefits. Interview Process: Thank you for your interest in a role at Star Mountain Capital. Please note that due to the high volume of applications we receive, we may not be able to respond to each one individually. If your resume is a match for the role you've applied for or other potential opportunities, we will reach to start the conversation. If you do not hear from us immediately, please understand that we are carefully reviewing all applications and will keep your resume on file for future opportunities that align with your experience and qualifications. Please submit your resume through LinkedIn and if you would like to include additional information, such as a cover letter, previous projects, transcripts or references, you may submit this to ******************************* with the subject line: “Financial Operations Professional - Tampa, Florida - [Your Name]". Location: Tampa, Florida (flexibility available for NY-area candidates to work from NY during their first year, if necessary) Investing in the Growth Engine of America Note: Detailed award eligibility requirements for Crain's can be found here and for Pensions & Investments here. Investing in the Growth Engine of America ***************************

We seek a Director of Finance to lead and oversee critical financial functions, including financial planning and analysis (FP&A), loan portfolio monitoring, cash flow management, financial reporting, and audit support. This role presents an exciting opportunity for a seasoned finance or accounting professional who thrives in a fast-paced, collaborative team environment. The ideal candidate will possess strong analytical and communication skills, a proactive mindset, and a proven ability to deliver actionable insights that drive financial and operational decision-making. This very hands-on role requires a combination of strategic vision and operational expertise. Key Responsibilities 1. Financial Planning and Analysis (FP&A): Lead the development of annual budgets, forecasts, and customized financial models to support strategic decision-making. Analyze financial results and key performance indicators (KPIs), providing leadership with actionable insights and recommendations to improve the company's financial position. Partner with cross-functional teams to ensure financial goals are aligned with organizational objectives and initiatives. 2. Loan Portfolio Analysis and Reporting: Oversee the monitoring of the organization's MCA and Loan portfolio to ensure compliance with underwriting rules, business objectives, and regulatory requirements. Conduct detailed analyses of loan portfolio performance, including income trends, default rates, concentration risks, and compliance with lending agreements. Prepare periodic reports, such as the Borrowing Base, for lenders, investors, and regulatory bodies. 3. Cash Management Operations: Manage cash flow forecasting, liquidity planning, and daily treasury operations to ensure optimal working capital management. Develop and maintain strong relationships with financial institutions, including oversight of bank accounts, credit facilities, and treasury services. Create and implement strategies to improve the organization's cash position, reduce financing costs, and enhance operational efficiency. Establish and enforce robust internal controls and processes to safeguard cash operations and ensure compliance with financial policies. 4. Financial Reporting: Collaborate with the Controller to ensure the timely preparation of accurate financial reports, including monthly, quarterly, and annual statements. Lead financial performance analysis and ensure clear, concise reporting for executive management, investors, and regulators. 5. Audit Support and Compliance: Support the Controller in managing external audits, ensuring timely and accurate responses to audit inquiries. Oversee the preparation of audit schedules, reconciliations, and supporting documentation to ensure compliance with GAAP and relevant regulatory standards. Qualifications and Experience Preferred: Experience in the Merchant Cash Advance or Lending Industry. Experience with securitized debt issuance is helpful, but it isn't required. Bachelor's degree in finance, accounting, economics, or a related field. 5-7+ years of progressive experience in Finance or Accounting. Strong expertise in financial modeling techniques. Advanced proficiency in Microsoft Excel. Why Join Us? This is a high-impact leadership role with the opportunity to drive strategic initiatives, optimize financial performance, and improve operational efficiency in a fast-paced financial services environment. Reporting directly to the CFO, you will play a pivotal part in shaping the organization's financial future. If you are passionate about making a measurable impact and enjoy working closely with senior leadership, this is the perfect opportunity. Join us and contribute to meaningful change!

What future do you want to create? At Hays, we believe in being lifelong partners - to our people as well as our customers. With over 50 years of business success, we have a reputation as the world leader in specialist recruitment and workforce solutions. But joining Hays isn't just about being part of a global business leader, it's about making a difference in the world of work. Equipped with the skills, solutions and technological capabilities of a true leadership partner, you'll put our customers at the heart of everything you do. We deliver holistic workforce solutions, including RPOs and MSPs, to solve the challenges our customers face today, tomorrow and in the future. Our knowledge through scale, deep understanding and our ability to meaningfully innovate is what sets us apart. To support you in providing the advice, insights and expertise our customers need to navigate a more complex world of work, we continually invest in your training and development and offer a rich variety of career opportunities across the globe. Our culture is grounded in collaboration and inclusivity; we offer remote, hybrid and office working options and encourage our colleagues to bring their authentic self to work. A career at Hays means working with skilled people from diverse backgrounds who are encouraged to think beyond, building partnerships across regions while united by the Hays spirit and guided by our belief to always do the right thing. Let's create your tomorrow WHY JOIN HAYS? Be part of the team We're driven to work hard but know when to have fun. We call it the Hays spirit. You'll experience this motivating energy in every part of our global team, and an inclusive environment where you can be yourself. Feel set up to thrive We're believers that personal growth leads to professional progression. Our open and accessible managers support you throughout your career, making sure you feel heard, valued and set up to succeed. Go further in your career Our scale and expertise mean you have access to a variety of progression opportunities. We give you firm foundations for your career, and the speed you can move forward is determined by your performance. Work at the leading edge Joining Hays means joining a business that's going places. We're transforming the way we do things, and shaping the future of the world of work, so if you thrive in a fast-paced environment, Hays is the place to be. OUR VALUES BUILD PARTNERSHIPS - THINK BEYOND - DO THE RIGHT THING Job Requirements: Must have 4+ years of staffing business development or direct sales, or 360 recruitment experience. Goal-oriented, purposeful in building new and existing relationships, competitive, but thrive in a team environment with the self-motivation to make things happen. Must thrive on personal achievement. Passionate about cultivating and maintaining relationships with high level clientele Ability to multi-task and adjust to changing priorities. Self-motivated to meet and exceed goals and expectations. Exceptional verbal and written communication. Detail oriented. What you will get: We offer base compensation of $60,000 plus a high percentage, plus an optional draw, plus an uncapped commission plan (15-50%). Hybrid/flexible schedule. PTO starting at 22 days, 2 floating holidays and 2 volunteer days. Our top producers have the opportunity to earn UNLIMITED PTO. Competitively priced medical, vision and dental plans to choose what works best for you. 401K with guaranteed match and fast-paced vesting schedule. Initial and continuous training & support from Learning & Development for your professional growth. What you need to do now Excited yet? If you're already itching to take the next step to achieving your career goals, apply now. More about us Hays is the world's leading recruitment experts. Last year we placed 80,000 people in permanent jobs and over 250,000 people into temporary roles globally. We employ over 13,000 recruiting experts in 32 countries with opportunities for growth, leadership and travel. And enjoy an unrivalled position as the number most followed staffing company on LinkedIn, with over 6 million followers. For us it starts with people. By combining years of hands-on experience with global and local expertise, we deliver tangible insights that help move our customers forward. We challenge the status quo in our ways of working, our technology and tools, and how we envisage the future of stronger, fairer, more inclusive working environments for everyone. Hays is committed to building a thriving culture of diversity that embraces people with difference backgrounds, perspectives, and experiences. We are an equal employment opportunity employer, and we comply with all applicable laws prohibiting discrimination based on race, color, creed, sex (including pregnancy, sexual orientation, or gender identity), age, national origin or ancestry, physical or mental disability, veteran status, marital status, genetic information, HIV-positive status, as well as any other characteristic protected by federal, state, or local laws. We believe that the more inclusive we are, the better we serve our candidates, clients, and employees.

Bip.Monticello Consulting, a leading management consulting firm specializing in the global financial services sector, is on the lookout for a skilled and experienced Project Manager to enhance our team. We leverage a collaborative and entrepreneurial approach that drives not just the success of our firm, but also supports our employees as they achieve significant career milestones. As a Management Consultant at Bip.Monticello, you will be called upon to apply your analytical problem-solving, leadership, and communication skills to manage critical strategic initiatives for our clients. In light of evolving regulatory landscapes, we are seeking full-time consultants who are business savvy and committed to delivering exceptional value for our financial services clients. Job Description: As a Business Risk Officer / Issues Management Support Analyst, you will play a pivotal role in designing, developing, and maintaining exemplary Compliance Issues Management programs, policies, and practices for the bank's Independent Compliance Risk Management (ICRM) function. Responsibilities: Develop, deliver, and uphold best-in-class Compliance Issues Management programs and practices in alignment with the bank's standards. Collaborate with management to strengthen governance and facilitate the execution of the ICRM Issues Management Program. Ensure the quality, completeness, and accuracy of the implementation of the Global Issues Management Policy, Standards, Procedures, and the ICRM Issues Management Procedure, as well as other internal processes. Conduct comprehensive deep dives and analyses in the issues management arena to identify trends and insights. Partner with control and process owners to determine root causes of issues, recommend holistic corrective actions, and provide robust oversight to ensure proper escalation in accordance with Issue Management and Escalation Policies. Assist management in the review and challenge process within the Financial Lines of Business (FLUs) on the design and management of controls to mitigate risks, including implementation, operation, monitoring, and resolution of deficiencies. Ensure that sufficient governance and training frameworks are established to support the Issues Management program effectively. Champion the integration of issues management responsibilities and accountabilities across all areas of ICRM, including delivering training and exemplifying best practices. Qualifications: 8+ years of relevant experience in risk management or compliance. Advanced expertise in Issues Management and a comprehensive understanding of compliance laws, regulations, risks, and typologies. Proven ability to communicate clearly and concisely, both in writing and verbally. Exceptional analytical skills with a keen attention to detail and a proactive, self-starting attitude. Highly motivated, innovative, adaptable, and able to thrive in a dynamic environment. Strong organizational skills with the ability to collaborate effectively in team settings. Excellent presentation skills, capable of articulating complex problems and solutions with clarity and precision. Education: Bachelor's degree required; Master's degree nice to have. **Salary Range for role $70,000 - $90,000** Take the Next Step - Join Us Today! We are looking for leaders that will effectively drive the future success of both our firm and our clients as we continue up the steep trajectory of Bip.Monticello's growth story. The firm has been growing and with new practice areas and service offerings being rolled out over the next three years, we expect the growth and career opportunities for our consultants to be equally exciting. Bip.Monticello provides a competitive salary, bonus eligibility, health and dental & vision insurance, a 401K plan with match, along with paid time off benefits. For more information about life at Bip.Monticello, visit ***************************** It is Bip.Monticello Consulting Group policy to provide equal employment opportunities to all individuals based on job-related qualifications and ability to perform a job, without regard to age, gender, gender identity, sexual orientation, race, color, religion, creed, national origin, disability, genetic information, veteran status, citizenship, or marital status, and to maintain a non-discriminatory environment free from intimidation, harassment or bias based upon these grounds. ip.Monticello provides a reasonable range of compensation for our roles. Actual compensation is influenced by a wide array of factors including but not limited to skill set, education, level of experience, and knowledge

Everglades University's Sarasota, FL Campus is regionally accredited, non-profit, and is currently seeking qualified individuals to join our team in Admissions. We seek experienced individuals who will provide vision and leadership in an environment that embraces learning, positive spirit, high-performance, integrity and diversity. Job Title: Financial Aid Director Everglades University Sarasota Campus - Sarasota, FL Local Candidates only please: Sarasota, FL 34240 (Required) Job Type: Full-time Required education: All candidates must have a minimum of a completed Bachelor's degree Experience: Financial Aid: 3 years (Required) Description The role of the Financial Aid Director is to ensure the Financial Aid department has the appropriate and accurate policies and procedures in place to help process student financial aid packages within federal and school guidelines. Oversee the Financial Aid Department. Hire and train all new financial aid administrators. Oversee daily activity that comes through the main financial aid department. Monitor all campus base funds (FWS, SEOG and Perkins). Review and monitor the Expected and Past due Cash flow for the campus. Review and monitor the student account balance. Double-check all refunds on Title IV funds are sent back to lenders for drops and graduates. Conduct Financial Aid appointments, explaining the FA forms and process to the students, then package them appropriately. Schedule monthly payments. Send paperwork to processing, file paperwork. Check on fund availability and deal with lenders. Review student financing with Bursar to ensure all students are completely and properly packaged. Financial Aid student overviews as needed, set appointments with new starts. Data entry of FA schedules, payments, forms, document tracking, etc., in Anthology. Daily Responsibilities Manage other FA Officer daily activities Run reports for review Overviews as needed Pull NSLDS Send deferments to ALL prior lenders Needs analysis Explain Financial Aid to student/parent Schedule Financial Aid Schedule monthly payments OR Begin Private loan process Document Track Review any schedule any excess funds Pull ISIR batches Review all Status Change form for Academic Interrupt, Drops, Graduates and Leave of Absence (LOA) Contact new starts to return/sign additional paperwork Schedule Financial Aid in Anthology and enter documents for tracking Schedule monthly payments Repackaging Fianacial Aid for continuing students Contact students about missing documents that are needed Alternative loan paperwork - verify eligibility info Weekly Responsibilities Review/follow-up on student accounts Missing Documents Report, ensure complete file Management meeting Start date report/meeting with DOA FA staff meeting Staff meeting Retention meeting - Pull and review LDA Report CXL expected disbursements - Notify lenders/processing, Notify lender of status change Filing/Audit file Expected/Past due cash flow Account balance meeting, review, discuss, follow-up College Work Study time sheets to processing Review/ Follow up on disbursements on funds that are coming in from the following lenders Exit interviews for drops or graduates as necessary Review Status Change Report Run the Missing Documents Report to ensure complete file Start Date report/meeting the Vice President and Admissions Review LDA report with Academics at weekly meeting Participate in weekly cash flow meetings and review accounts FWS time sheet to process for payroll Review Tuition Billing Report Review available campus base funds Ensure repacks are completed Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization. Benefits: 401(k) Dental insurance Health insurance Life insurance Paid time off Vision insurance Thank you for your interest in our school system. Our schools prohibit discrimination and harassment based on race, color, creed, religion, sex, gender, national origin, citizenship, ethnicity, marital status, age, disability, sexual orientation, gender identity and gender expression, genetic information, veteran status, or any other status protected by applicable law to the extent prohibited by law.

The CenterCap Group, LLC is a boutique investment bank providing consulting, strategic advisory, and capital-raising related services to middle-market private and public sector companies and fund managers across the real estate industry. Our firm leverages the knowledge and experience of our senior team, which has been involved in more than $400 billion in M&A and capital market transactions. We offer our clients a unique formula of new ideas, unwavering objectivity, in-depth industry knowledge, extensive transactional experience and widespread relationships. The CenterCap Group is looking to hire an investment banking analyst to work with the firm's senior bankers in originating, evaluating and executing strategic consulting, capital raising and M&A assignments for our real estate operating company and investment management clients. The successful candidate will Conduct due diligence investigations of client companies, summarize financial findings and advise accordingly Create detailed memoranda and presentations describing the key features of client companies Prepare complex financial analyses, reports and models to evaluate corporate and real estate asset level transactions Perform valuation analyses using appropriate corporate finance/M&A methodologies Research potential buyers/investors and follow market trends. Work through appropriate deal approval and documentation Express ideas in an organized, persuasive and articulate manner and keep team members informed of client discussion and relevant issues Analysts will be provided the opportunity to interface with clients directly. As such, excellent verbal and written communication skills are essential. The successful candidate also may participate in franchise building activities such as recruiting and will attend corporate/culture building activities. Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience Financial analysis and modeling experience Advanced knowledge of Excel

Coordinate of the financial reporting and consolidation process. Provide financial support to corporate development, including financial modeling, due diligence and post-acquisition integration. Identify trends and drivers of both sales and cost models. Maintains current knowledge of finance practices that could be useful and relevant to the business. Prepare ad hoc analyses for the FP&A manager, CFO and others as necessary. Support Merger and Acquisition due diligence analysis and merger Integration management Competitor analysis Support mill controllers on the planning process Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Job Responsibilities Conduct in-depth financial analysis, including forecasting, budgeting, and variance analysis to support strategic decision-making. Assist in annual budget preparation and regularly monitor budget adherence, identifying areas for cost optimization. Develop financial models and forecasts to predict future financial performance and support business decisions. Develop and maintain key performance indicators (KPIs) to assess the company's financial health and performance. Analyze market trends, industry benchmarks, and competitive landscape to provide recommendations for strategic financial planning. Evaluate potential investment opportunities, including mergers and acquisitions, and provide comprehensive financial models and projections. Identify financial risks and recommend strategies for risk mitigation to safeguard the company's financial stability. Prepare and present clear and concise financial reports to senior management, offering insights into financial trends and opportunities for improvement. Collaborate with cross-functional teams to gather insights, support decision-making, and drive financial best practices across the organization. Job Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field; MBA preferred. 1 year minimum within the Healthcare Industry Compensation $75,000 - $85,000

We are seeking a detail-oriented and results-driven Financial Analyst. The ideal candidate will play a critical role in driving data-driven decision-making by analyzing financial data, preparing reports, and providing strategic recommendations to support the company's growth. Key Responsibilities: Analyze financial data and trends to provide insights and recommendations to management. Prepare monthly, quarterly, and annual financial reports, including profit and loss statements, balance sheets, and cash flow statements. Monitor key performance indicators (KPIs) and provide actionable insights to improve financial performance. Develop and maintain financial models for forecasting, budgeting, and strategic planning. Conduct variance analysis to identify discrepancies between actual and forecasted financial performance. Collaborate with cross-functional teams to assess financial implications of business decisions. Evaluate investment opportunities and assess potential risks and returns. Assist in preparing presentations and reports for senior management and stakeholders. Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field. 2+ years of experience in financial analysis or a related role. Strong proficiency in financial modeling and analysis using Excel. Experience with financial software and tools (e.g., QuickBooks, SAP, or similar systems). Knowledge of accounting principles and financial reporting standards (GAAP). Excellent analytical, problem-solving, and decision-making skills. Strong attention to detail and ability to manage multiple priorities. Effective communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders. What We Offer: Competitive salary and benefits package. Opportunities for professional growth and career advancement. Collaborative and inclusive work environment. Flexible work arrangements. Employee wellness programs and team-building activities. How to Apply: If you are passionate about financial analysis and want to contribute to a growing and innovative company, we'd love to hear from you! Submit your resume and Apply today!

Responsibilities work with Consultancy technical team to build new Annuities system participate in requirement analysis work with the Technical team to bridge the gap between the system being build and what the client is asking for skilled in working in the Annuities financial domain

Think you have what it takes? At Wendover, we bring a different mindset to the fine art space and that takes a unique blend of strong collaboration, technical proficiency, and comfort with data. Our Team fosters a constant and continuous growth environment by embracing a high impact, low ego approach to teamwork. About Wendover Art Group: Wendover Art Group is a privately-owned, domestic manufacturer of artwork serving the commercial, residential, and corporate markets. Founded on the Core Values of Honor, Excellence, Team and Smart with the aggressive goal to build the best art company in the world, Wendover Art Group's mission, to deliver superior value to its customers, drives the Company's strategy on all fronts. The Company has transformed from a highly concentrated wholesaler of reproduction art with only 3 customers to an industry leading, vertically integrated designer and manufacturer of artwork serving thousands of customers. Since 2005 the Company has grown revenue over 12x by establishing industry leading positions in the Residential Retail, Interior Design, Hospitality, Senior Living, Healthcare and Multi-family markets. Wendover's success in pioneering these industries can be attributed to a steadfast dedication to excellence in all things and attracting the best talent in the industry. Ready to take the next step on your career journey? Position Description Wendover Art Group seeks an Analyst who has something to prove - and someone who wants to be a part of building the best art company in the world. A successful Analyst will embrace a growth mindset, maintain a low ego while driving high impact, support their team however possible and have the desire and ambition to learn leadership. Wendover is looking to hire analysts with finance, banking and analytical backgrounds who want to expand their skillset into operations and work with a diverse management team with expertise in business development, corporate strategy, product development and production, logistics, manufacturing, planning, purchasing and supply chain management. Wendover's objective and expectations are for Analyst's to develop well-rounded and fine-tuned business minds which will be deployed into a multitude of operating and strategic venues. The Analyst position at Wendover has been designed to act as a development program which enables a rapid transition into various areas of growth within the Company. This transition has been evidenced by the personal and professional development of multiple former Analysts. This opportunity requires a commitment to continuous improvement and growth which can only be achieved through a willingness to embrace pushing oneself into constructive discomfort. The Analyst role requires a comparatively higher-level commitment and work ethic than a typical role as seen at most companies. The Analyst plays a pivotal role within the day-to-day operations of the Company and directly impacts the financial and operational success of the business each day. Analysts are responsible for the project management and oversight of custom artwork packages for blue-chip, national accounts across all industries. The Analyst owns each project from purchase order to delivery and therefore must have a comprehensive understanding and willingness to learn the entire business. Analysts' also own the design, development, reporting and analysis of all business units. Through this reporting, Analyst's work directly with management to guide and inform strategic decisions that impact the entire Wendover ecosystem. Key Responsibilities Gather, interpret, and use complex data to develop actionable steps that will improve processes and optimize results Finding patterns and trends in the analyzed data Preparing and submitting recurring reports to the relevant Team Members and leaders, keeping them apprised of key data, trends, and findings Assessing and developing procedural manuals for all departments, identifying improvement opportunities for more scalable, efficient, and effective operations Develop ad hoc reports to support management decision making Analyze market, product and customer opportunities and provide recommendations to CEO, and CFO Support management and other teams draw business goals and needs Comfort with ambiguity Skills and Traits Necessary for Success Data is key to making sound business decisions, and at Wendover, we are looking for team members who bring both technical proficiency and business acumen to the table. But being an Analyst is about more than numbers. Successful analysts display: A track record of high achievement Flexibility and resilience A growth mindset and aspiration to lead Strong communication skills (written and verbal) Solid organization and intuitive prioritization skills Comfort with ambiguity What Else Do We Look For? 1-3 years of experience as a Financial Analyst, Financial Consultant, or related analyst role Bachelor's degree or higher in business analysis, business administration, finance or related field (preference for quantitative backgrounds) Proficiency in math, analytics, and/or statistics with the skill to translate complex information into clear, digestible, and understandable reports In-depth understanding of organizational data flow and its use in management decision-making Entrepreneurial and inquisitive mindset with a passion for doing things right all the time Strong time management skills and ability to work under multiple competing deadlines Ability to prioritize and manage a consistently heavy workload with precision Meticulous attention to detail in report writing and presentations Driven and competitive in spirit with a team first mentality Advanced Microsoft Excel user (VBA and SQL are a plus)

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Our Regional Finance Manager will provide leadership and management to firm-wide finance operations through the identification, development and implementation of finance policies, programs and practices that support firm and business unit objectives and growth. Responsibilities: * Primary responsibilities (not all-inclusive) * Provide leadership and oversight of general finance department operations * Support financial planning, budgeting and forecasting processes * Provide strategic leadership to the firm by ensuring the finance department is acting as a business partner to the firm and communicate effectively across functions * Leverage firm tools and resources to provide proactive and actionable analysis of the financials * Demonstrate excellent team skills, positive attitude and high ethical standards * Provide support to Firm Principals and key stakeholders regarding financial reporting matters Qualifications: * Bachelor's degree is required, preferably in accounting or finance * CPA, CMA or MBA preferred * Minimum of 5 years of related work experience, as well as the ability to work independently in a fast-paced, time sensitive environment * Ability to prioritize, be attentive to details, and maintain confidentiality, while providing exceptional client service and quality * Articulate, professional demeanor with strong self-confidence and executive presence * Demonstrated organizational and interpersonal skills * Excellent analytical, problem solving, and critical thinking skills that include knowing when to escalate decisions and issues. * Ability to provide exceptional client service, demonstrate commitment to continuous learning, maintain confidentiality, and display appropriate ethical knowledge. * A sense of urgency and a commitment to quality and timely completion of projects. * MS Office Suite (Excel, Word, PowerPoint, PowerBI) technical knowledge, skills, and experience.

Find a career that MOVES you! PODS revolutionized the moving and storage industry 25 years ago. Our innovative approach of providing portable storage containers makes moving more efficient, convenient, and less stressful. We're not only pioneers of the industry, we're the leader, too. Under the direction of PODS' innovative leadership team, the company doubled in size in just two years, and we're not looking back! Our people and service define our company, and we set goals for ourselves and each other to improve tomorrow over yesterday. We understand and appreciate the importance of being trustworthy, authentic, and welcoming as we provide our customers the best moving and storage experience. Join a team that offers you the chance to leave your mark, achieve your goals, and love what you do. This role is required ONSITE at PODS corporate center in Clearwater, FL (Monday - Thursday, Friday Remote.) In-office presence is important for cultivating a collaborative and innovative work environment. When people are together in the same space, they are more likely to build relationships, share ideas, and solve problems together. **JOB SUMMARY** The Sr. Treasury Manager will be responsible to perform key Treasury related functions and activities including intercompany loan management, monthly cash, and debt reporting. The Treasury Manager will ensure that the treasury policies and procedures meet the Company's objectives, needs and regulatory body requirements. This includes preparing accurate cash flow forecasts, ensuing appropriate cash levels for pending Company transactions, managing intercompany accounting, and ensuring timely pay down of debt and credit facility. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Oversee global cash forecasting process and daily cash management. Prepare required month end reporting for cash and debt as needed. Assist in the preparation of board materials and operational reporting materials as needed monthly. Ensure efficiency and optimization of the virtual card program. Manage day to day relationships with our banking partners, including opening/closing new accounts, including management of the know-your-client (KYC) process, overseeing the update of signature cards, requesting/implementing new services, and issuing of letters of credit Manage intercompany cash transfers including ensuring efficient movement of cash to minimize the impact of cross border taxes Prepare monthly accruals for third party debt, track and manage debt payments and reporting schedules. Serve as the lead/ main contact on audit requests including global bank and debt confirmations, letter of credit tracking and footnote disclosures. Assist with technical banking implementations for payment files and other automated processes. Prepare required schedules for month end reporting and budget/ forecasting. Assist with acquisition diligence and integration as needed. Work with cross-functional teams including Tax and Financial Planning & Analysis and Accounting to support both broad corporate initiatives and Treasury specific initiatives. Interact with external banks and internal business departments with respect to service quality and process issues. Coordinate researching of incoming payment details on as need basis. Oversee Treasury Accountant, act a coach and mentor, provide learning and development opportunities. Works closely with the Accounts Payable department to ensure payments are processed in a timely manner. Ensure the timely approval on weekly check runs and monitor the Positive Pay Process. Maintaining the Corporate Credit Card Program Maintain intercompany loan agreements and review intercompany relationships to determine when new intercompany loan agreements are needed. Manage the abandoned property process. **MANAGEMENT & SUPERVISORY RESPONSIBILTIES** Typically reports to Management. Direct supervisor job title(s) typically include: Chief Financial Officer Job **is** **NOT directly** responsible for managing other employees (e.g., hiring/termination and/or pay decisions, performance management) **JOB QUALIFICATIONS: Essential Skills, Abilities and Example Behavior(s)** Project management and organizational skills Ability to manage multiple tasks with deadlines. Attention to detail and ability to follow directions Have a positive attitude and willingness to learn new concepts Must be a self-starter and capable of working independently Superior written, interpersonal and communication skills Intermediate / Advanced knowledge of MS Word and Excel **JOB QUALIFICATIONS: Education & Experience Requirements** Bachelor's degree in Finance, Accounting or Business Administration required; MBA preferred 10 plus years of treasury or corporate finance experience Technical banking/ merchant processing and payment file knowledge a plus Excel modeling skills a plus but not required Supervisory experience a plus **Unsolicited Resumes from Third-Party Recruiters** Please note that as per PODS policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values.Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that PODS will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity. Location Clearwater, FL, USA Location Clearwater, FL, USA Location Clearwater, FL, USA Location Clearwater, FL, USA Location Clearwater, FL, USA Category Finance Location Clearwater, FL, USA Category Marketing & Communications Location Clearwater, FL, USA Category Marketing & Communications Location Clearwater, FL, USA Category Finance How would you rate your experience popup

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counsellor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL. The Day-to-Day: As a UK Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. You will: Work with our UK clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities Your Qualifications: Bachelor's degree or equivalent work experience 2+ years of experience in asset management, financial and client services Required to pass the Series 65 exam or equivalent Achieve results and provide unparalleled service A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

SEC Reporting Manager Leeds Professional Resources is partnering with a client in St. Petersburg FL to find a skilled SEC Reporting Manager to join their team. This is an excellent opportunity for a driven professional to play a critical role in financial compliance and reporting for a dynamic organization. Key Responsibilities: SEC Filings Management: Oversee the preparation and submission of SEC filings (10-Q, 10-K, and 8-K, including XBRL), encompassing management discussions, business descriptions, financial statements, footnotes, and supporting schedules. Research & Compliance: Analyze the impact of new accounting and SEC regulations, develop implementation strategies, and ensure compliance with Generally Accepted Accounting Principles (GAAP) and SEC guidelines. Policy Review: Evaluate and maintain consistency of accounting policies with GAAP and SEC standards. External Reporting: Coordinate the preparation of quarterly earnings releases, external financial presentations, and supplementary reporting materials. Internal Financial Reporting: Compile quarterly financial packages for senior leadership and assist with monthly operating releases, 8-K filings, and proxy documentation. Investor Relations Support: Assist in developing investor presentations and Board of Directors materials. Team Leadership: Supervise and mentor SEC Reporting senior associates and staff. Audit Collaboration: Work closely with internal and external auditors during the review of financial data, ensuring prompt responses and documentation. Problem-Solving: Propose solutions for complex accounting issues. System Optimization: Oversee the implementation, maintenance, and enhancement of tools supporting SEC and internal reporting. Process Improvement: Identify and recommend efficiencies in financial reporting processes. Peer Benchmarking: Review filings from peer organizations and suggest updates to improve reporting practices. Qualifications: Bachelor's degree in Accounting (B.A.) required. Minimum of 7 years of experience in financial reporting and analysis, with strong expertise in SEC filings. Preference: Active CPA, or a willingness to reinstate an inactive CPA

Responsible for PODS Operational Financial Planning and Analysis; preparing and compiling financial projections and operating metrics for consolidated reviews, identifying and analyzing budget and forecast variances, providing financial support in development of initiative tracking and assisting in all strategic decision making for the company. Includes Truck fleet management, driver staffing plans, and warehouse management. ESSENTIAL DUTIES AND RESPONSIBILITIES * Analyze the financial and operating results of the respective business unit * Support operations team to develop asset management process for our Trucks and Forklifts * Develop and track business initiatives of reducing our fleet Repairs & Maintenance expenses * Forecast Driver staffing needs aligned with company order demand * Manage Warehouse Real Estate expenses in partnership with Real Estate and Leasing team * Prepare financial projections and assess performance against budget, forecast, and prior year * Prepare the annual budget and regular forecast (cadence determined by business unit) with a high degree of accuracy. Predict long term trends through completion of five-year forecasts. * Prepare detailed analysis of performance as well as aggregated presentations of financial and operating results for senior management. Be a "data storyteller" while having in depth details and analysis. * Prepare and maintain complex financial models providing technical accounting expertise as well as detailed operational requirements * Solve complex and ambiguous business concerns bringing structure and rigor through both quantitative and qualitative decision making and analytics * Provide financial support to business unit leaders to achieve business unit and corporate goals * Support the business unit leaders with the development of corrective action plans and strategic investments * Provide assistance and guidance to accounting with all monthly close responsibilities and act as financial stewards within the operational teams * Manage the tracking of business initiatives and corrective action plans * Lead or assist with ROI preparation and post mortem. Consolidate lessons learned from all post mortems and share with all finance team members for incorporation into other models and decision making * Lead or assist with acquisition due diligence * Drive transformation initiatives throughout the finance organization * Lead or assist with process improvement and automation, and other special projects as necessary * Manage others through coaching activities, performance management, compensation reviews and other techniques * Provide ad-hoc reporting and analysis * Be a valued business partner * May perform other duties and responsibilities as assigned JOB QUALIFICATIONS: Education & Experience Requirements * Bachelor's degree in Accounting or Finance required; MBA/CPA preferred but not required * 4-7years of relevant experience is required * Possess math skills sufficient to perform required duties * Advanced level Excel skills required * Intermediate level SQL skills required * Data analytics (Power BI, Tableau, Amazon Quicksight, Domo, etc) required * Or an equivalent combination of education, training or experience Unsolicited Resumes from Third-Party Recruiters Please note that as per PODS policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values.Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that PODS will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity.

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counsellor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL. The Day-to-Day: As a UK Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. You will: Work with our UK clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities Your Qualifications: Bachelor's degree or equivalent work experience 2+ years of experience in asset management, financial and client services Required to pass the Series 65 exam or equivalent Achieve results and provide unparalleled service A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Leeds Professional Resources is working with a client in St. Pete looking for a SEC Reporting Manager. Essential Duties and Responsibilities • Manages the preparation of SEC filings (10-Q, 10-K and 8-K, including XBRL) including management discussion and analysis, description of business, financial statements including footnotes and supporting schedules. • Researches and evaluates the effect of new accounting and SEC pronouncements. Develops and assists in the implementation of new accounting requirements. • Reviews existing and potential accounting policies for consistency and compliance with Generally Accepted Accounting Principles (GAAP) and SEC requirements. • Manages the preparation of quarterly external reporting releases, including quarterly earnings release and supplement, while supporting preparation of quarterly external presentation. • Manages the preparation of quarterly financial package to senior management. • Supports the Investor Relations team in the preparation of investor presentations and information for the Board of Directors. • Provides guidance and expertise to support preparation of monthly operating releases, 8-K filings, and proxy. • Supervises SEC Reporting senior associates and staff. • Manages relationships with, and assists, internal and external auditors in the review of quarterly and annual financial information and provides additional information as needed. • Recommends solutions to extremely complex accounting problems. • Coordinates implementation, maintenance, and enhancement of systems and tools used to support SEC filings and internal reporting. • Recommends process improvements to increase efficiency in processing or analyzing financial information. • Reviews SEC filings of entities in our peer group and provides recommendations for any changes in our filings based upon these reviews. • Bachelor's Degree (B.A.) in accounting and a minimum of seven (7) years of experience with preparing and analyzing financial information.