Condominium Associates has been a leader in managing condominium and homeowner associations across the Tampa Bay area since 1982. We are a full-service association management company with expertise in facilities management, financial oversight, and administrative support.
Job Summary:
As a PortfolioManager, you will play a pivotal role in overseeing the day-to-day operations of multiple communities. You will act as a strategic advisor to community boards, lead and mentor on-site personnel, and ensure financial stability through effective budget management. Your expertise will be instrumental in creating vibrant, well-managed communities while driving innovation and excellence in property management.
Responsibilities:
Take charge of day-to-day operations for assigned association(s), ensuring seamless efficiency and effectiveness.
Act as a key advisor to the community board, officers, and members, providing insightful guidance for strategic decisions.
Develop as a leader while you train, coach, and supervise on-site personnel, fostering a culture of growth, excellence, and teamwork.
Show off your financial management mastery while you execute fiscal management tasks with precision, oversee budgets and financial processes to ensure sound financial health.
Undertake various responsibilities contributing to the overall success and vibrancy of the managed communities.
Requirements
Qualifications:
Proficient in accounting software (experience with CINC is a plus).
Strong attention to detail and accuracy in data entry.
Excellent organizational and time-management skills.
Effective communication and interpersonal skills.
Ability to thrive in a fast-paced and collaborative environment.
Education and Experience:
High school diploma or equivalent
2+ years of relevant experience in property management.
LCAM in the state of FL
Driver's license
Physical Requirements:
Ability to sit or stand for extended periods while working on a computer or attending meetings.
Must be able to lift up to 15 pounds occasionally, such as carrying files or office supplies.
Frequent driving may be required to visit multiple communities and attend meetings.
Ability to walk or navigate community grounds for property inspections or site visits.
May need to climb stairs or access elevated areas during community evaluations or assessments.
We are an equal opportunity employer committed to fostering a diverse and inclusive workplace. We celebrate the unique backgrounds, perspectives, and talents of all employees, creating an environment where everyone feels valued, respected, and empowered. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, veteran status, disability status, or any other characteristic protected by applicable laws and regulations. We comply with all federal, state, and local laws governing nondiscrimination in employment.
In addition, we offer competitive salaries commensurate with experience, a comprehensive benefits package including health, dental, and retirement options, professional development opportunities, and a collaborative work environment.
$81k-147k yearly est. 5d ago
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Investor Relations / Capital Formation Manager
Career Group Search 4.4
Portfolio manager job in Miami, FL
Investor Relations & Capital Formation Associate / Manager (title DOE) - Miami, FL (onsite)
The firm is a vertically integrated U.S. real estate investment platform focused on residential assets across multiple housing types, classes, and geographic markets. The organization has a strategic emphasis on multifamily, single-family rental, and development investments, supported by dedicated asset management and in-house property management teams that work collaboratively to drive operational efficiency and value creation.
The firm is seeking an Investor Relations professional with a primary focus on fundraising, capital formation, and investor engagement. This role will support fundraising initiatives, manage investor communications, and help position the platform with institutional and high-net-worth capital partners. The role works closely with senior leadership, acquisitions, and asset management teams.
Key Responsibilities
Support capital raising and new fund initiatives
Prepare and manage fundraising materials
Serve as a point of contact for existing and prospective investors
Respond to investor inquiries regarding portfolio performance, strategy, and market activity
Help articulate the firm's investment strategy, track record, and value proposition
Assist with market research and benchmarking to support fundraising narratives
Coordinate investor meetings, roadshows, and conference participation
Work cross-functionally with acquisitions, asset management, and property management teams to gather performance data
Support senior management with investor presentations and strategic initiatives
Contribute to the ongoing enhancement of investor reporting and fundraising processes
Qualifications
Bachelor's degree in Finance, Real Estate, Business, Economics, or a related field
3-10+ years of experience in investor relations, capital markets, fundraising
Familiarity with institutional investors, family offices, and high-net-worth individuals
Excellent written and verbal communication skills
Strong attention to detail and organizational skills
Experience with U.S. multifamily, single-family rental, or real estate development investments preferred
Experience working at a private equity real estate firm or general partner platform preferred
Compensation & Growth
Competitive base salary commensurate with experience plus performance-based bonus
Direct exposure to senior leadership and capital partners
Long-term growth opportunities as the platform expands assets under management
$67k-120k yearly est. 3d ago
Investor Relations Manager
Gaia Real Estate
Portfolio manager job in Miami, FL
GAIA Real Estate is seeking an experienced Investor Relations Manager to support capital formation and fundraising across its real estate investment platforms. The role works closely with senior leadership on new fund initiatives, investor outreach, and capital raising efforts, helping expand the firm's investor base.
The ideal candidate has experience in real estate private capital, is comfortable engaging prospective investors, and can support fundraising processes and investor-facing materials.
Requirements:
• 5+ years of experience in investor relations, capital markets, or real estate
• Experience supporting capital raising and new fund initiatives
• Strong communication and organizational skills
• Bachelor's degree required
• Based in Miami, FL
$69k-123k yearly est. 3d ago
Credit Portfolio Manager
Fintrust Connect
Portfolio manager job in Coral Gables, FL
For more Job Opportunities follow FINTRUST CONNECT here:
FinTrust Connect: Jobs | LinkedIn
Credit PortfolioManager - Coral Gables, FL
FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a skilled PortfolioManager for a fully on-site role in Coral Gables, FL. This opportunity is ideal for a credit professional who thrives in a fast-paced, analytical environment and values collaboration with front-line Relationship Managers to maintain a strong commercial loan portfolio.
Why this opportunity?
Culture: Collaborative and performance-oriented environment that values strong analytical skills, cross-functional teamwork, and responsible credit practices
Workplace: On-site in Coral Gables, FL
Function: Loan portfoliomanagement, credit analysis, and support of loan origination and renewal processes
Requirements:
10+ years of experience in commercial credit or portfoliomanagement
Bachelor's degree required; preferably in Finance, Accounting, or Economics
Proficiency in financial analysis, including global cash flow and credit risk evaluation
Experience preparing credit packages and pricing models
Familiarity with commercial lending structures, loan covenants, and underwriting standards
Description:
Evaluate loan requests and perform risk assessments for commercial borrowers and prospects
Partner with Relationship Managers to gather client data, analyze financials, and structure credit solutions
Conduct financial spreads, narrative preparation, and loan pricing analyses
Complete credit presentations and coordinate loan closings and renewals
Perform ongoing portfolio monitoring, including annual reviews and covenant compliance
Stay informed on industry trends and sector-specific risks
Ensure timely and accurate collection of financial documentation and compliance with internal policies
$65k-114k yearly est. 3d ago
Senior Analyst, Development & Investments
Foundry Commercial 4.2
Portfolio manager job in Boca Raton, FL
Foundry Commercial was created to be a different kind of real estate company. Our motto - “It's Personal” - rings true in everything we do…
we value authentic human experiences.
At Foundry Commercial, there is a strong sense of community. From wellness fairs to ugly Christmas sweater parties to company fundraisers, Foundry associates lean in to support one other and the causes that are important to us. We bring a sense of teamwork, collegiality, and diversity to all that we do. At the heart of it all is trust and respect. These two things drive everything else. We have built a place where people truly know each other, celebrate together, learn together, and live life alongside each other.
Foundry Commercial is currently seeking a Senior Analyst to join our Development and Investments (“D&I”) team in Boca Raton, Florida. We are looking for a motivated investment professional possessing a passion for real estate, strong financial skills, business acumen and leadership. The primary focus of this role will be analyzing and executing commercial real estate acquisition and development opportunities in industrial, office, healthcare and retail product types across Florida, Texas, Nashville, Atlanta, and the Carolinas.
This is a great opportunity to develop the following:
Solid foundation in the technical skills (quantitative and qualitative) required to analyze real estate investment opportunities;
Ability to think strategically through the investment strategy and inherent risks and opportunities of an investment;
Complete understanding of our investment process (analysis/underwriting, capitalization, approvals, asset management, and portfolio/fund management) by learning, implementing, and managing it;
Deep appreciation for the level of attention to detail and organization required to successfully analyze, capitalize and execute both acquisition and development opportunities; and
Broad exposure to numerous deals and the Foundry platform - our Analyst and Associate team benefits from exposure to over 100 deals annually in multiple product types across multiple markets while working with Deal Principals, Asset Management, Project Management, Accounting, Property Management and Brokerage teams.
Essential Job Functions:
Analyze and review offering materials, leases, operating statements, development budgets, equity and debt term sheets, third party due diligence reports, etc.
Acquire and analyze key property and market information by gathering information from deal leads, brokers, property managers, etc.
Develop advanced financial models and analysis using Argus and MS Excel.
Prepare investment committee memos, equity/debt packages, presentations and reports for investors and lenders.
Direct the gathering, organizing, and presenting of demographic, economic, and real estate market research, draw objective conclusions, and make recommendations.
Execute the investment process, including underwriting, capitalization, due diligence, and closing.
Contribute in the due diligence and closing process including review and tracking of due diligence requirements, third party reports, property/tenant information, JV and debt documentation, and closing statements.
Aid on special projects and complete other duties as assigned.
Ability and desire to work both independently and collaboratively in group settings amongst the team of analysts/associates within the “Deal Hub”.
Education and Experience Requested:
Analyst - Must have an Undergraduate degree, with an emphasis in Finance or Real Estate, internship and graduate degree preferred.
Senior Analyst - Full-time commercial real estate work experience required. Undergraduate degree in finance or real estate required. Undergraduate degree in finance or real estate and graduate degree preferred.
Proficiency in Excel and Argus is required - ability to conduct data analysis and real estate financial modeling, including complex debt and equity partnership structures.
Proficiency in analytical writing - ability to effectively communicate and present well-reasoned and data-supported thoughts and ideas to a variety of audiences.
Proficiency in AI tools including ChatGPT to assist in data analysis, efficiency, and creative problem solving.
Relentless attention to detail with strong research, analytical and problem-solving skills.
Excellent organizational, interpersonal, and oral/written communication skills.
Ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties.
Effective time manager - ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines.
Extremely high energy, fast-paced and driven to succeed.
Foundry Commercial is an Equal Opportunity Employer
Foundry Commercial is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Foundry Commercial to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.
$68k-116k yearly est. 2d ago
Senior Portfolio Manager
Firsthorizon 3.9
Portfolio manager job in Coral Gables, FL
The PortfolioManager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio.
Key Responsibilities Include:
Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.
Partners with Relationship Managers to:
Meet with current and prospective clients to understand the specific customer requirements and needs.
Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting.
Answer client questions; ensure all data is accurate for loan underwriting.
Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators.
Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits.
Assist in the pricing and structure of new loans and renewals.
Coordinates closing and booking events.
Monitors industry trends and analyze specific industry trend data to identify potential areas of risk.
Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings.
Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
Performs all other duties as assigned
Qualifications Include:
Bachelor (4-year college) degree at least 10 years of experience or equivalent combination of education and experience
About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** .
Benefit Highlights
Medical with wellness incentives, dental, and vision
HSA with company match
Maternity and parental leave
Tuition reimbursement
Mentor program
401(k) with 6% match
More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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$85k-113k yearly est. 5d ago
Payments Banking Manager
Accenture 4.7
Portfolio manager job in Miami, FL
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ***************** .
In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention.
Financial Services Payments Practice
The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include:
· Payment Innovation (e.g., digital payments, wallets, etc.)
· Card Issuing
· Retail Bank Payments
· Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments
As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities.
Key Responsibilities:
· Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods.
· Conduct operating model assessments (people, process, org) and client needs assessments.
· Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals
· Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements.
· Serve as a business architect during client engagements.
· Participate in the development of best-in-class, reusable assets.
· Participate in business development to originate new client opportunities.
· Must be willing to travel up to 80% (Monday - Thursday)
Here's What You Need:
· 5 + years of relevant experience in one or more specific payment areas in any of the following payment domains:
o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer
o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments
o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT
o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery
· 5 + years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider.
Preferred Qualifications:
· Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models
· Successful track record of performing operating model design, business process design, and system functional design.
· Experience with vendor platforms enabling seamless delivery of payments products is preferred.
· Ability to develop and manage relationships with client management.
· Payments industry expertise in alternative/emerging payments
· Understanding of end-to-end payments lifecycle
· Business Architecture - Applied in solution planning, and requirements definition and analysis
· Baseline understanding of the principles of technology
· Requirements Analysis
· Functional Design
· Professional Skills Required:
· Proven ability to work independently and as a team member
· Proven ability to work creatively and analytically in a problem-solving environment
· Excellent leadership, communication (written and oral) and interpersonal skills
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. (https://*****************/us-en/careers/local/total-rewards)
Role Location Annual Salary Range
California $94,400 to $293,800
Colorado $94,400 to $253,800
District of Columbia $100,500 to $270,300
Illinois $87,400 to $253,800
Minnesota $94,400 to $253,800
Maryland $94,400 to $253,800
New York/New Jersey $87,400 to $293,800
Washington $100,500 to $270,300
Requesting an Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity Statement (https://*****************/content/dam/accenture/final/accenture-com/document-3/Accenture-Equal-Employment-Opportunity-Statement.pdf#zoom=50)
Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
$100.5k-270.3k yearly 4d ago
Head of Audit
Bci Miami
Portfolio manager job in Miami, FL
Miami, FL, US
8 days ago Requisition ID: 1201
ABOUT BCI
BCI provides financial services to individuals and corporations. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, BCI is recognized as one of the best companies in which to work and develop a career. It is the third largest privately owned bank in Chile and it has more than 300 branch offices throughout Chile and representative offices in other countries.
Equal Opportunity Employer
BCI is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law.
JOB SUMMARY
The Head of Audit is responsible for directing and administering the internal audit function by developing an annual Audit Plan which meets internal auditing and regulatory standards and fulfills objectives established by the Audit Committee. Directs independent internal audits of all Bank, affiliates, subsidiaries and holding company activities to evaluate the adequacy and effectiveness of the system of internal control and operating procedures. Appraises the fairness and reliability of financial records and information for internal management purposes. Determines compliance with laws, regulations and operating procedures. Monitors overall risk management practices established by management and evaluates the adequacy of procedures for safeguarding assets and prevention and detection of loss. Promotes the quality and efficiency of ongoing operations.
Has a sense of urgency and works as a team in providing “Best in Class Client Experience”. This position requires the exercise of discretion and independent judgment, within the scope of the individual's authority, with respect to matters of significance to the Bank.
DUTIES OF THE POSITION
The duties of the position include, but are not limited to, the following:
Works closely in the recruitment and selection process, such as conducting and providing feedback from interviews, recruiting within the budget, identifying opportunities for cost savings and ensuring proper departmental specifics for on-boarding.
Provides timely feedback to employees (check-ins, reports, annual evaluations, coaching, and disciplinary action).
Development of high potential employees, identifying, providing growth opportunities with training, meeting inclusion, shadowing, etc., in conjunction with the Center for Professional and Organizational Development.
Ensuring assignment and accomplishment of goals holding employees accountable, measuring results cross training, and eliciting innovation and process improvement.
Maintaining employee motivation, engagement & recognition.
Inspiring employee commitment and integrity, modeling cultural values and positive behaviors.
Managing over-time control in a timely manner, within the requirements of FLSA standards.
Ensuring regulatory excellence in all aspects of employee responsibilities by monitoring regulatory expectations specific to each report and holding employees accountable to their specific regulatory responsibilities.
Oversees the internal audit function by establishing overall goals and objectives and setting work standards. Plans and schedules audits of the books, records and operations of the bank, branches, affiliates, subsidiaries and holding company to meet departmental objectives, regulatory requirements, professional standards and objectives of the Audit Committee. Ensures that the allocation of audit staff time provides appropriate audit coverage commensurate with risk exposure.
Performs final review of audit work papers prepared by staff auditors to ensure they meet professional standards and support conclusions reached during the field work.
Reviews and edits final internal audit reports to management to ensure that findings and recommendations developed during the audits in Corrective Action Plans are communicated appropriately to management and the Audit Committee. Evaluates management responses for adequate corrective action.
Coordinates Audit Committee meetings including responsibility for establishing agenda for meetings to ensure that the Committee performs duties that are required by regulatory authorities. Communicates results of internal audit activities to the Audit Committee.
Responsible for training, counseling, evaluating performance, making employment, promotion and salary recommendations and supporting and implementing personnel policies for the department.
Consults with management as requested on issues of operating procedures, internal controls and risk management. Serves as a non-voting member of various Bank committees including Technology Steering Committee, Trust Administration Committee and Community Reinvestment Act Committee.
Works with bank examiners in order to assist with examinations by ensuring that requested information, other than lending, is provided during various examinations.
Coordinates management responses to the examination findings as necessary.
Coordinates engagement and activities of the independent audit consultants to ensure appropriate coverage to meet regulatory requirements and provide reasonable audit coverage and presents results to the Audit Committee.
Coordinates activities with independent external auditors and provides appropriate audit staff support in order to minimize external audit expenses.
Completes other duties as required, including, but not limited to: interrelating with fellow employees and/or clients as needed to get the job done, managing the stress of the position (for example, deadline pressures), attending Bank training and/or meetings as required and meeting deadlines.
Using good judgment and application of security awareness training when opening emails from unknown senders which can contain malicious software (Phishing, Spear Phishing, Social engineering, etc.); not clicking on a link and contacting the sender by phone or email and/or contacting Technical Services.
Assists in identifying BSA/AML/OFAC compliance risk and helps ensure that proper controls, procedures, processes and training are adhered to.
Regulatory Excellence: Every employee is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate bank department (e.g. BSA, HR, Legal, Fraud, etc.) Authority in a timely fashion.
Maintains confidentiality and keeps a professional demeanor at all times.
Maintains compliance with established thresholds for Regulatory Excellence key risk indicators.
Attends training and remains current on rules and regulations required to successfully perform the role.
COMPLIANCE RESPONSIBILITIES
In the performance of their duties, all BCI - Miami Branch staff members are required to comply with all state and federal regulatory and legal requirements, including the Bank Secrecy Act, the Federal Election Campaign Act of 1979, the Foreign Corrupt Practices Act, and the Bank Bribery Amendments Act. Additionally, all staff members must comply with the BCI's Personnel Manual and Code of Ethics and other policies of BCI which are either currently in place or which may become effective during the staff member's employment.
PRE-HIRE REQUIREMENTS FOR THIS POSITION COMPUTER
Ability to operate IBM compatible personal computers; fluency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint and
EDUCATION
Bachelor's Degree in business, finance or related field required
EXPERIENCE
5-7 years of experience with internal auditing or regulatory examination with thorough knowledge of practices, principles and inter-relationships of banking functions and activities.
Requires a high level of fact finding, analysis and decision making skills.
Excellent oral and written communication skills and interpersonal skills.
Must have the ability to effectively deal with changing situations, in addition to recognizing, identifying and interpreting a variety of work such as instructions, forms, and reports.
Ability to work and apply mathematical concepts to be able to get the assigned work completed.
Required knowledge of regularly operating a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
Must be able to remain in a stationary position with occasional movement, and move from one point to another within the assigned facility to go to other offices/ departments, to use office equipment, etc.
Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing best-in-class client service.
Excellent verbal and written communication skills, including ability to effectively communicate with internal and external clients.
Must have the ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices.
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$86k-138k yearly est. 4d ago
Tax Manager / Senior Manager
Solid Rock Recruiting LLC
Portfolio manager job in Miami, FL
Tax Manager - Public Accounting Firm (Confidential Search)
Work Style : Hybrid (flexible in-office schedule)
Compensation : $120,000 - $175,000 base + bonus (DOE)
About the Opportunity
Our client is a well-established public accounting firm known for their collaborative culture, long‑term client relationships, and consistent year‑over‑year growth. They take pride in offering a modern approach to work‑life balance without compromising technical excellence.
We're partnering with them to identify an experienced Tax Manager who's ready to lead engagements, mentor staff, and be a trusted advisor to clients.
Key Responsibilities
Manage complex tax engagements for individuals, partnerships, S‑corps, and closely‑held businesses
Review returns prepared by staff and seniors for technical accuracy and compliance
Research complex tax issues and provide practical solutions for clients
Support client relationships through proactive communication and planning discussions
Lead, mentor, and develop team members through review and training
Assist partners with business development, client onboarding, and workflow efficiency
What They're Looking For
Active CPA license (required)
6+ years of experience in public accounting (preferably within a regional or mid‑sized firm)
Strong technical knowledge in federal and state tax compliance
Excellent communication and leadership skills
Experience with CCH Axcess, UltraTax, or similar tax software (a plus)
Why This Firm
Hybrid flexibility - typically 2-3 days in office
Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.)
Real promotion potential - leadership succession planning is a key focus
Competitive compensation package, comprehensive benefits, and strong PTO
Confidential inquiries encouraged.
If you're open to exploring growth‑oriented public accounting opportunities, apply below or connect directly for a confidential conversation.
joey@solidrockrecruiting.com
(605) 601-4597
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$120k-175k yearly 1d ago
Tax Manager
Cybercoders 4.3
Portfolio manager job in Fort Lauderdale, FL
Job Title: Tax Manager Salary: $120,000 - $150,000+ (DOE) About Us: We are a premier, rapidly expanding local CPA firm with thriving offices in West Palm Beach and Fort Lauderdale. Our reputation is built on providing sophisticated tax and audit solutions to a diverse clientele. We are committed to fostering an environment of professional growth, teamwork, and innovation, offering significant opportunities for advancement. Our firm champions a hybrid work model, typically 3-4 days in-office, balancing collaborative engagement with personal flexibility, allowing our team to deliver exceptional results while maintaining a healthy work-life integration.
Position Overview: We are actively seeking an experienced and dynamic Tax Manager to join our leadership team in either our West Palm Beach or Fort Lauderdale office. This is a key management role designed for accomplished, client-focused professionals ready to make a substantial impact. You will leverage your extensive experience and advanced technical skills to oversee complex tax engagements, cultivate strong client relationships, mentor and develop staff, and collaborate directly with our Partners on strategic tax initiatives for a diverse range of clients. This is an outstanding opportunity to elevate your career in a supportive and growth-oriented setting.
Key Responsibilities:
Serve as a primary point of contact for a portfolio of clients, managing daily interactions, providing expert tax consultation, and ensuring exceptional service delivery that strengthens client loyalty.
Lead the preparation and meticulous review of complex federal, state, and local tax returns for various entities including C-Corps, S-Corps, Partnerships, and High Net Worth Individuals.
Direct and review sophisticated tax research projects, providing authoritative guidance on intricate tax matters and effectively communicating findings to clients and internal teams.
Collaborate closely with firm Partners on strategic client engagements, advanced tax planning opportunities, and the resolution of complex tax issues.
Proactively identify, research, and champion the implementation of effective tax planning strategies to optimize client outcomes and ensure robust compliance.
Manage, mentor, and develop a dedicated team of 2-4 tax professionals (Staff and Senior Associates), fostering their technical skills, professional acumen, and career growth within the firm.
Oversee engagement workflows, ensuring projects are completed on time, within budget, and to the highest standards of quality.
Ensure adherence to all professional standards, firm policies, and regulatory requirements, promoting a culture of excellence and integrity.
Commit to extended hours during peak tax seasons to meet critical deadlines and exceed client expectations.
Required Qualifications:
An active CPA license is mandatory for this managerial position within our firm.
A Bachelor's degree in Accounting from an accredited institution.
A minimum of 5 to 9 years of progressive experience in public accounting, with a strong and demonstrable emphasis on diverse tax matters.
Proven experience in managing and supervising a team of at least 2-4 tax staff members (typically Staff and/or Senior Associates), including performance evaluation and development.
Comprehensive and in-depth knowledge of current tax laws, regulations, and compliance requirements for Partnerships, S Corporations, C Corporations, and High Net Worth Individuals.
Demonstrable expertise in both preparing and thoroughly reviewing a wide array of complex tax returns.
Significant experience with multi-state tax issues, planning, and compliance.
High proficiency in Microsoft Office Suite (particularly Excel, Word, and Outlook).
Hands-on experience with leading tax software platforms (e.g., CCH Axcess/ProSystem fx Tax, Engagement, Fixed Asset systems).
Exceptional client management and interpersonal skills, with a proven ability to build trust, rapport, and long-term advisory relationships.
Superior written and verbal communication skills, along with robust analytical, problem-solving, and tax research capabilities.
A proactive, self-starting approach combined with keen attention to detail and strong organizational and project management skills.
Must possess a positive, professional attitude and a steadfast commitment to teamwork, continuous improvement, and delivering excellence.
Preferred Qualifications:
A Master's degree in Taxation (MST) or an LL.M. in Taxation.
Prior experience with a Big 4 or large regional public accounting firm.
Working knowledge and practical experience with tax laws and compliance related to Trusts, Gifts, and Estates.
Familiarity with ASC 740 (Accounting for Income Taxes) and its application.
Experience with client billing processes, practice management software, and general administrative functions related to engagement management.
What's in it for You:
A highly competitive salary, eligibility for performance-based bonuses, and a comprehensive benefits package.
A clear and defined path for career advancement and leadership development within a prestigious and rapidly growing firm.
The rewarding opportunity to manage, mentor, and inspire a talented team, directly contributing to their careers and the firm's ongoing success.
Direct engagement with firm Partners and meaningful exposure to high-level strategic decision-making and practice development.
A supportive, dynamic, and collaborative hybrid work environment (3-4 days in-office) that values work-life integration and employee well-being.
Engagement with a diverse and sophisticated client base across various industries, offering intellectually stimulating and professionally rewarding work.
A vibrant firm culture that recognizes and rewards dedication, technical expertise, leadership, and a positive contribution to our firm's mission and values.
If you are a strategic-minded Tax Manager with a passion for exceptional client service, team leadership, and continuous professional growth, we invite you to apply for this outstanding opportunity to significantly contribute to and grow with our firm.
$120k-150k yearly 8d ago
Tax Manager
Super Recruiter LLC
Portfolio manager job in Miami, FL
Main Responsibilities
Lead the preparation and review of U.S. federal, state, and international tax filings for corporations and partnerships.
Manage ASC 740 tax provision calculations and ensure compliance with GAAP and other regulatory standards.
Conduct complex tax research, interpret evolving tax laws, and advise on implications for business operations.
Partner with cross-functional teams on tax planning strategies, M&A activity, and business structuring.
Represent the company during audits and manage communication with tax authorities.
Drive continuous process improvements in tax compliance, reporting, and internal controls.
Qualifications
6+ years of tax experience, ideally in public accounting and/or corporate tax departments.
Deep knowledge of U.S. federal and state income tax laws, GAAP, and ASC 740.
Experience with corporate, partnership, and/or international tax compliance and planning.
CPA or MST strongly preferred.
Strong research, documentation, and presentation skills.
Bachelor's degree in Accounting, Finance, or a related field.
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$71k-101k yearly est. 4d ago
LATAM Finance Control Senior Manager - Drive Financial Excellence
American President Lines 4.5
Portfolio manager job in Miami, FL
A global leader in shipping and logistics is seeking a Finance Control Senior Manager for the LATAM region. This role will oversee financial processes and ensure compliance with group standards. Key responsibilities include monitoring cost-effectiveness, managing audits, and developing finance teams. Ideal candidates possess a post-graduate degree in Finance, with significant experience in finance and external audit. Proficiency in English and Spanish, along with analytical skills, are essential for success.
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$70k-92k yearly est. 1d ago
Risk Manager
Metro One Security 4.1
Portfolio manager job in West Palm Beach, FL
Risk Manager - Large-Scale Insurance Expertise Required (Onsite)
📍
Onsite | Palm Beach Gardens, FL
About Us:
Metro One LPSG is the U.S. leader in providing specialized security and loss prevention services to national clients. As a rapidly expanding organization, we are reshaping the contract security industry through dedicated service delivery and a best-in-class employee experience for thousands of security and LP officers nationwide.
We are seeking talented, committed, and driven professionals to join our growing team-individuals who thrive in dynamic environments and are passionate about risk mitigation and operational excellence.
Position Overview:
We are hiring an experienced Claims & Risk Manager to lead our enterprise risk management efforts from our Palm Beach Gardens, FL location. The ideal candidate must have a proven background in risk management within a large-scale insurance company, with deep expertise in risk assessment, claims management, regulatory compliance, and loss control.
This role is pivotal in developing strategies that safeguard company assets, enhance operational resilience, and protect our people and clients. You will collaborate across departments to identify and mitigate potential threats, while aligning risk strategy with business objectives.
Key Responsibilities:
Develop, implement, and manage enterprise-wide risk management strategies and frameworks.
Evaluate and mitigate risk exposure across operations, financial performance, safety, legal, and regulatory compliance.
Serve as primary liaison with insurance carriers, brokers, and legal counsel to optimize insurance programs, claims processing, and policy renewals.
Lead the end-to-end claims management process-ensuring timely reporting, thorough documentation, investigation, and resolution of incidents.
Conduct proactive risk assessments and on-site loss control evaluations across multiple client accounts and business units.
Ensure ongoing compliance with federal, state, and local regulations, as well as adherence to internal risk policies and procedures.
Advise executive leadership on risk exposures, insurance coverage, and contractual risk transfer obligations.
Design and lead internal risk education, training, and awareness programs to foster a proactive risk management culture.
Qualifications:
Minimum 5 years of risk management experience within a large-scale insurance company is required.
In-depth understanding of insurance structures, claims processes, compliance mandates, and loss control programs.
Demonstrated success in designing and executing enterprise risk strategies with measurable outcomes.
Strong analytical, communication, and negotiation skills-capable of influencing executive-level stakeholders.
Highly organized, with the ability to manage multiple projects and priorities in a fast-paced, dynamic environment.
Must be willing to participate in the Company's pre-employment screening process and continuously meet any applicable state, county, and municipal requirements.
Metro One LPSG is an Equal Opportunity Employer committed to embracing diversity.
$79k-117k yearly est. 2d ago
Branch Manager
Smith Fence
Portfolio manager job in Jacksonville, FL
Branch Manager - Jacksonville, FL (Temporary Fence Division)
Since 1977, Smith Fence Company has been a trusted name in fencing and perimeter security across Florida. As a third-generation, family-owned business, we take pride in our craftsmanship, safety culture, and commitment to integrity and teamwork. We're seeking a motivated Branch Manager to lead our Jacksonville Temporary Fence Division, driving operational excellence, team growth, and business development throughout the region.
Position Overview
The Branch Manager oversees all aspects of the Jacksonville operation - including safety, staffing, scheduling, logistics, and sales - ensuring the branch runs efficiently, safely, and profitably. This hands-on leader will build and guide strong teams, strengthen customer relationships, and identify opportunities for continued growth within the market.
Key Responsibilities
Lead daily branch operations including scheduling, logistics, and team coordination.
Champion a Safety First culture - ensuring compliance with company and OSHA standards.
Recruit, train, and develop installation crews and support staff; foster teamwork, accountability, and performance.
Oversee yard organization, inventory management, and maintenance of equipment and vehicles.
Conduct site visits to evaluate new projects, monitor installation quality, and ensure customer satisfaction.
Manage all administrative processes - paperwork, billing, reporting, and piece-rate approvals - with accuracy and timeliness.
Collaborate with sales teams to generate leads, prepare quotes, and grow branch revenue.
Develop new business through networking, cold calls, and bid platforms such as DODGE.
Drive efficiency by continuously evaluating operations, improving productivity, and reducing waste.
Support company initiatives and special projects as directed by senior management.
Qualifications
5+ years of management experience in construction, fencing, or a related industry.
Proven leadership skills with the ability to motivate and develop high-performing teams.
Strong organizational and decision-making skills; capable of managing multiple priorities.
Customer-focused approach with a commitment to safety, integrity, and operational excellence.
Proficient in Microsoft Office and adaptable to company software (e.g., Bluebeam, Sage 100).
Valid driver's license and insurable driving record; must pass background and drug screening.
Bachelor's degree preferred or equivalent experience.
Why Join Smith Fence
Join a company where family, safety, and teamwork come first. At Smith Fence, you'll lead a dedicated team, shape a growing market, and contribute to a legacy built on trust, quality, and relationships that last.
$42k-66k yearly est. 4d ago
Financial Services Tax Manager
Withum
Portfolio manager job in Orlando, FL
Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.
Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.
Experience the Transformative Power of Withum Plus You - that's the Power in the Plus!
Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services.
As a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office,you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients.
Withum's brand is a reflection of our people, our culture and our strength.We havebecome synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.
How you'll spend your time:
Reviewing returns prepared by tax staff and/or seniors for accuracy
Being involved in all aspects of the financial services tax engagements, which includes hedge funds, private equity, venture capital, broker dealers and management companies
Researchingand draftingmemorandum involving complex tax matters
Identifyingand implementingtax planning opportunities
Handlingand resolvingtax controversies
Overseeingcomplete tax research projects for a variety of clients and diverse industries
Managingmultiple engagements concurrently with various teams to efficiently meet client deadlines
Conductingconstructive discussions with team members on their evaluations and providing counsel accordingly
Servingin professional development programs as an instructor or discussion leader
Thekinds ofpeoplewewant totalk tohavemany ofthefollowing:
Bachelor's Degree in Accounting
CPA license, JD or Masters of Science in Taxation is required
At least 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff
Excellent analytical and technical tax skills
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment
Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management
Excellent analytical, organizational, project management skills, and strong attention to detail
The compensation for this position will vary by location. If you reside in California, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience and qualifications. For additional information on our benefits, visit our website at careers/.
Los Angeles ranges are from $150,000 - $200,000 annually
San Francisco ranges are from $135,000 - $170,000 annually
#Hybrid
#LI -MM1
WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.
$150k-200k yearly 2d ago
Finance Manager
Hublot
Portfolio manager job in Miami, FL
The Finance Manager is a key business partner responsible for driving financial performance, governance, and strategic insight across Hublot North America (United States & Canada - two legal entities).
Reporting to the VP Finance, this role works closely with the Hublot President, ComEx, and cross-functional leaders to support commercial decision-making, ensure financial discipline, and strengthen forecasting, reporting, and internal controls. The role includes direct management of two team member.
ESSENTIAL JOB FUNCTIONS
Financial Leadership & Business Partnering
Act as a strategic finance partner to senior leadership, supporting commercial and operational decision-making
Provide clear financial insights on sales performance, profitability, cost structure, and key business drivers
Translate financial data into actionable recommendations for management and departments
Financial Reporting & Performance Management
Own the monthly financial close and reporting cycle, including P&L, balance sheet, cash, and CAPEX
Ensure accuracy, consistency, and compliance of financial statements in close coordination with Accounting
Lead monthly performance reviews, including variance analysis versus budget and forecast
Design, monitor, and report on key KPIs (e.g. sales turnover, DSO, inventory, freight costs)
Budgeting, Forecasting & Planning
Lead the preparation and consolidation of annual budgets and quarterly forecasts (four cycles per year)
Support medium-term financial planning and scenario analysis aligned with business priorities
Ensure timely delivery of all financial deadlines and corporate reporting requirements
Internal Control, Compliance & Governance
Support internal control frameworks and audits, including ERICA process and expense management controls (Concur)
Ensure compliance with internal policies and procedures across all departments
Act as finance lead for Retail operations, including coordination with Adyen, access rights management, and audit support
Systems, Processes & Efficiency
Drive continuous improvement of financial processes, reporting tools, and closing timelines
Partner with Finance and IT teams to enhance data quality, automation, and system efficiency
Contribute to the evolution of reporting and planning tools (SAP, Power BI, etc.)
CAPEX Management
Prepare and submit CAPEX requests in line with Group governance
Track CAPEX execution, approvals, and post-investment follow-up
People ManagementManage and develop one direct report, including objective setting, performance evaluation, and professional development
Ad-hoc Analysis
Deliver ad-hoc financial analyses and presentations for senior management and HQ as required
PROFILE & EXPERIENCE
Bachelor's degree in Finance, Accounting, or equivalent
6+ years of experience in finance, controlling, FP&A, or audit within an international environment
Strong knowledge of financial planning, controlling, and reporting standards
Proven experience working with ERP and BI tools (SAP, Power BI, or similar)
Advanced proficiency in Excel
Experience in retail and/or wholesale environments strongly preferred
Strong analytical skills with the ability to synthesize complex information
Excellent communication and stakeholder management skills
Ability to operate autonomously in a fast-paced, evolving organization
High level of integrity, rigor, and attention to detail
Motivation to grow within Hublot and the LVMH Group
$59k-90k yearly est. 3d ago
Branch Staff
Climate First Bank
Portfolio manager job in Orlando, FL
We are changing FINANCE to finance CHANGE!
At Climate First Bank, we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, commercial, and SBA loans-all designed to power a better future.
With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we're proving that banking can be a force for good. We don't just support environmental and social causes-we're built on them.
Join the Movement
We're looking for driven, mission-aligned individuals ready to make an impact. Our team is made up of goal-setters, go-getters, and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what banking can do.
If you're passionate about sustainability, fueled by purpose and excellence and thrive in a fast-paced and results-driven environment, this is your place.
Thrive at Climate First Bank
At Climate First Bank, we're not just building a better future for the planet - we're also investing in yours. We offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance.
Compensation - In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. To determine the specific salary offered for this role, we consider industry salary ranges, existing salary structures for this job family, background, skill and experience. The total compensation package will be determined based on factors such as position level, experience and other job-related factors.
Health Coverage - 100% Paid by Us (employee coverage, employer contribution towards dependents); includes medical, dental, vision and Telemedicine.
Financial Wellness & Wealth Building - we invest in your future with our 401(k) with a 6% Employer Match and no Vesting Period and Employee Stock Options.
Exclusive Employee Banking Perks - take advantage of our employee only products like our interest-earning checking account, 0% Financing for Employee Solar Loans and Eligible Electric Vehicles (EVs) or our Employee Mortgage Product.
Generous Paid Time Off - rest, recharge and do good with a minimum of 2 weeks paid vacation plus sick time, paid holidays and paid time off for volunteering.
Protection & Peace of Mind - we help you prepare for whatever life throws at you with our company paid Life Insurance, Short- & Long-Term Disability Insurance, Voluntary Life, Accident & Critical Illness Coverage and our Employee Assistance Program (EAP) with free counseling, legal, and financial services.
What to expect from the hiring process:
* Our process follows the Topgrading Methodology - we hire A-Players, follow an in-depth structured process and prioritize transparency and honesty.
* We check credit and background upfront - as a financial institution, mitigating risk is at the center of everything we do. In accordance with all applicable laws and regulations, we conduct credit and background checks as the first step of the hiring process.
* You will learn a lot more about us! Through 3 conversation stages, you will meet key players in the process and have an opportunity to truly get to know us. We welcome questions and transparent dialogue!
* We want to get to know you! You will complete cognitive and personality assessments, as well as an in-depth application spanning your full education and work history - a process designed to help us understand the whole you, not just snapshots in time.
* As the last step in the process, we will ask you to connect us to former mentors and managers for a brief chat.
Equal Opportunity Statement:
At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
E-Verify Statement:
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
$43k-67k yearly est. 2d ago
Portfolio Manager
Oasis Systems, Inc. 4.1
Portfolio manager job in Eglin Air Force Base, FL
Oasis Systems has an exciting opportunity for a PortfolioManager is to provide an interagency Liaison as DoD and Industry Technology Manager and Industry/Small Business Engagement Professional and act as the AF SBIR STTR CRP outreach coordination professional. This role will act as a conduit for the AF SBIR STTR CRP program to reach out to and coordinate with other Agencies and their programs to identify cross-platform technologies that are being planned, proposed or developed and coordinate ways to co-sponsor, co-develop, adopt, spin-off, integrate into Programs-of- Record, and move forward identified technologies to commercialization and ROI. This role will additionally act as a focal point for industry searching for technologies and solutions through SBIRs/STTRs, laboratory engagement and intra/inter Agency agreement.
LOCATION: There will be one opening for each of the following location:
Eglin AFB, FL,
Hill AFB, UT,
Los Angeles AFB, CA,
Wright-Patterson AFB, OH
EXPERIENCE LEVEL: Possess active duty military or government Civil Service experience
EDUCATION: Possess Four year Undergraduate Degree (desired: Business, Engineering/Technical)
CERTIFICATIONS AND TOOLS:
SECURITY CLEARANCE: Secert Clearance
JOB STATUS: Full-time
TRAVEL: Periodic
RESPONSIBILITIES: Functionally, the successful candidate in this role must be familiar with all Agencies and their programs and processes that may overlap with the DoD mission that can be engaged with and leveraged for the WarFighter.
This person must be able to design, present, implement and deliver programs and services applicable to the SBIR STTR CRP program. They must be able to move between Military, Government, Laboratory, Technologist, Industry, University and Small Business in the processes of Technology development and transition.
This role will be the focal point of all interagency and stakeholder program development, coordination and implementation, which must embrace an ongoing and continually dynamic environment.
This position must possess significant social media awareness to promote the SBIR mission. The program has content managed in-house and on social sites, Facebook, Linkedin, and Twitter.
Content includes success stories, Broad Agency Announcements, and event registration, along with local, regional, and national events tied to the SBIR program.
QUALIFICATIONS: This candidate must have experience with the following:
Possess significant (2 years or more) recent (within past 5 years) working level knowledge and experience managing AF or Federal Agency SBIR CRP
Possess significant (2 years or more) recent (within the past 5 years) experience working with DoD SBIR STTR Program components, MDCs and SBSA.
Highly desire DoD experience in either S&T, Acquisition, Sustainment or Test and Defense industry technology insertion.
MAR Division of Oasis Systems is an equal opportunity employer and does not discriminate in hiring or employment on the basis of any legally protected characteristic including, but not limited to, race, color, religion, national origin, marital status, gender, sexual orientation, ancestry, age, medical condition, military veteran status or on the basis of physical handicap which, with reasonable accommodation, render the application to satisfactorily perform the job available.
$85k-152k yearly est. Auto-Apply 60d+ ago
GAME PORTFOLIO MANAGER - 36000412
State of Florida 4.3
Portfolio manager job in Tallahassee, FL
Working Title: GAME PORTFOLIOMANAGER - 36000412 Pay Plan: Lottery Exempt Serv 36000412 Salary: $57,000.00 - $63,000.00 Total Compensation Estimator Tool GAME PORTFOLIOMANAGERFLORIDA DEPARTMENT OF THE LOTTERY - DIVISION OF PRODUCT, RESEARCH & SALES
* Open Competitive Opportunity*
AGENCY BENEFITS:
If hired, as employee of the Florida Lottery, you will be provided the benefits listed below:
* Approximately 97.5% of the premium for health insurance
* Individual (~$8/month) or Family (~$30/month)
* 100% of the premium for individual or family dental insurance
* 100% of the premium for basic life insurance
* Employer contributions to the Pension Plan or Investment Plan; contribution levels will vary based upon Pay Plans.
GENERAL POSITION DESCRIPTION:
This position is responsible for the development and production of Florida Lottery games and promotions. The Game PortfolioManager researches product ideas, develops annual launch schedules, manages all production stages of the launch process and analyzes the game performance throughout the product lifecycle.
ESSENTIAL DUTIES:
* Each employee is expected to be knowledgeable of the Lottery's Responsible Gaming program, including the No Underage Play and Play Within Your Means messaging, and will ensure retailers and players are aware of the program and provided information, as necessary.
* Manages the development of new and innovative games and promotions for introduction into the Florida market.
* Develops reporting and data analysis that provides clear and actionable insights in the areas of sales, product management, and promotions.
* Maintains full understanding of the Florida Lottery game portfolio, including prize structure development and game portfoliomanagement.
* Participates in long-term, strategic plan development discussions, with ability to articulate information on results of game and promotion performance, review analytical and forecasting data prepared to support initiatives discussed, and make knowledgeable, fact-based recommendations that can be incorporated into marketing and business development plans.
* Reviews and evaluates new gaming and product suggestions from vendors, Lottery players, and other sources to determine the appeal, impact and feasibility for product development.
* Develops annual product plans to achieve annual sales goals and maintain a sufficient variety of Lottery products to reach each segment of the player market.
* Forecasts the potential sales performance based on market research.
* Manages contracts with vendors and licensed properties, coordinates the launch activities and monitors sales.
* Works with Research to develop annual plans for product research, attend focus groups and other research activities.
* Acts as project manager and develops detailed action plans to ensure the smooth implementation and introduction of new games into the marketplace.
* Works closely with Lottery Marketing, Communications, Security and Information Resources to develop advertising campaigns, websites, in-store signage, and player/retailer materials to promote and educate the public about Lottery offerings, and with other Lottery divisions to ensure support functions for Lottery play, such as: security, game administration operations, claims processing and prize fulfillment requirements are being met.
* Conducts a thorough business analysis of potential new games and promotions. Develops product and promotion briefs identifying key features, product positioning, market analysis and research and other relevant details.
* Analyzes game and promotions by tracking awareness, participation, sales and performance compared to historical data and market and economic factors. Creates reports and communicates findings to management.
* Responds to public records requests for information.
* Performs special projects and additional duties as assigned and directed by the Senior Product Manager or Deputy Secretary of Product, Research and Sales.
* Attendance is an essential function of this position.
Knowledge, Skills, and Abilities:
* Knowledge of sales and marketing principles and practices.
* Knowledge of the lottery products and games.
* Ability to establish and maintain effective working relationships with others.
* Ability to communicate effectively both verbally and in writing.
* Ability to develop in-depth project plans and oversee implementation of such plans.
* Ability to analyze and evaluate complex statistical and other data, and draw conclusions based on the data.
* Skill in Microsoft Office.
* Skill in making presentation.
* Skill in data analysis.
Other job-related requirements for this position
A bachelor's degree from an accredited college or university in Business Administration, Finance, Research, Marketing, Advertising, Communications, or a closely related field of study and two (2) years of professional sales, marketing, or advertising experience.
A master's degree from an accredited college or university in Business Administration, Finance, Research, Marketing, Advertising, Communications, or a closely related field of study may substitute for one (1) year of the required work experience.
Professional or non-professional work experience as described above may substitute for the required college education.
Combinations of college course work in the disciplines specified above and experience may be substituted for the required college education. College course work will be considered equivalent of experience at the rate of thirty (30) semester or forty-five (45) quarter hours on a year for year basis. A maximum of three (3) years of college course work may be substituted.
Successful passing of a criminal background check (state, local, and national) is required).
Maintains strict confidentiality of information learned while working with the Florida Lottery, whether learned through assigned duties or through working with other units. The types of confidential information may include, but are not limited to, payroll information, budget matters, policy decisions, tax matters, employee disciplinary issues, and other personnel data.
Statutes establishing or defining work performed
Chapter 24, Florida Statutes
PREFERRED QUALIFICATIONS (not required):
* Bachelor's Degree or equivalent work experience.
* Florida Certified Contract Manager (FCCM).
The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.
Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.
The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.
Location:
$57k-63k yearly 3d ago
LATAM Finance Control Senior Manager - Drive Financial Excellence
American President Lines 4.5
Portfolio manager job in Miami, FL
A global shipping and logistics company is seeking a Finance Control Senior Manager for the LATAM region. This role involves overseeing financial processes and ensuring compliance with internal controls. Responsibilities include monitoring cost-effectiveness and managing external audits. Candidates should have strong analytical and problem-solving skills, along with a postgraduate degree in finance and substantial experience in financial control and auditing. Fluency in English and Spanish is required, as well as proficiency in Microsoft Office. Expect a dynamic work environment focused on efficiency and team management.
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