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Senior finance analyst jobs in Bonita Springs, FL

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  • Application Analyst - AI Business and Financial Analyst

    Lee Health 3.1company rating

    Senior finance analyst job in Fort Myers, FL

    Department: IS Informatics Work Type: Full Time Shift: Shift 1/8:00:00 AM to 4:30:00 PM Minimum to Midpoint Pay Rate:$37.72 - $49.03 / hour Description: The AI Business & Financial Analyst serves as a critical bridge between business stakeholders and technical teams. This role is responsible for identifying and articulating business and financial pain points and translating them into actionable automation or AI-driven solutions. The analyst supports the safe and effective adoption of AI technologies by ensuring alignment with business workflows and operational goals. This position requires excellent verbal and written communication, strong analytical abilities, problem-solving skills, a willingness to seek input from others, and effective time management. Serve as a collaborative team member in the areas of work ethic, values, and customer service while demonstrating genuine concern for staff, patients, and the community. Develop and maintain effective relationships and communications with leaders, technical/application teams, and operational stakeholders. Assuming other duties as assigned. Responsibilities of Business and Financial AI Analyst: Liaison & Translation: Act as a liaison between business stakeholders and IS SMEs, translating operational and financial needs into technical requirements for automation and AI solutions. Workflow Optimization: Analyze, document, and optimize business workflows, identifying opportunities for automation to drive efficiency and relieve staff from repetitive administrative tasks. ROI & Value Capture: Evaluate and prioritize automation opportunities based on potential ROI, cost reduction, and impact on operational performance. Develop value measurement plans and track post-deployment outcomes. Stakeholder Engagement: Collaborate with cross-functional teams to gather requirements, document workflows, and ensure alignment with strategic objectives. AI Adoption Support: Support configuration, validation, end-user training, and ongoing performance monitoring to ensure safe, effective, and workflow-aligned business/financial AI adoption. Change Management: Support change management practices to ensure the successful adoption of new technologies. Governance & Compliance: Ensure solutions comply with healthcare regulations (e.g., HIPAA), internal policies, and governance frameworks. Continuous Improvement: Monitor solution performance and user feedback to identify areas for improvement and ensure continued value delivery. Experience: Business analysis, financial systems, or enterprise automation projects are required. An understanding of the AI implementation lifecycle and change management practices is preferred. Familiarity with ServiceNow, Webex Contact Center, Microsoft 365 Office (including Copilot), Infor, Axiom, and other enterprise business systems preferred.
    $37.7-49 hourly 30d ago
  • Accepting Resumes for Future Openings: Sam Galloway Lincoln Finance & Insurance Business Manager

    Sam Galloway Ford-Lincoln

    Senior finance analyst job in Fort Myers, FL

    Sam Galloway Lincoln, family owned and operated since 1927 serving the SW Florida community. Proud recipient of back to back Lincoln President's Award. Client experience and satisfaction throughout all steps of ownership is of paramount importance. We are looking for experienced, motivated, and dedicated candidates within the automotive industry. Come join us and be part of this amazing team, organization and experience. What we offer: Competitive Pay Plan Great volume Work with the latest technology Health, Vision, Dental 401(k) Retirement Employee/Family Vehicle Purchase Program Friendly Working Environment Primary Finance Manager for store RESPONSIBILITIES: Responsible for helping our clients arrange the financing of their purchases & presenting them with additional products that enhance their vehicle and ownership experience. Proficient at structuring deals for maximum profitability Fully proficient with title laws and registration process Maintains proficiency and certifications as required for the position Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively close deals Ensures all deals are fully compliant with local, state and federal guidelines Prepares paperwork, e-contracts, delivers & bills out deals timely Ensures the timely funding of all contracts REQUIREMENTS: Knowledge of dealership finance and insurance products with the ability to menu sell on docupad Excellent verbal/written communication, strong negotiation and presentation skills DocuPad, Reynolds, Eleads a plus Experience sending deals to lenders & re-hashing approvals for best terms Leasing experience preferred Ability to efficiently & expeditiously present ancillary menus and execute paperwork submit resumes to ********************* Compensation: $100,000 - $150,000
    $100k-150k yearly Auto-Apply 60d+ ago
  • Business Operations Analyst (Senior Living)

    Discovery Senior Living

    Senior finance analyst job in Bonita Springs, FL

    Discover Your Purpose with Us at Discovery Senior Living! As Business Operations Analyst, you'll play an essential role in enriching the lives of seniors, creating meaningful connections, and making a difference every single day. Your Role: As the Business Operations Analyst, your role includes partnering with the SVP of Operations and cross-functional teams-including Power BI, Finance, and Operations-to analyze business data, identify opportunities for process improvement, and implement strategic initiatives that drive operational excellence. You'll serve as a key contributor in aligning business processes with organizational goals, improving efficiency, and supporting data-driven decision-making across the enterprise. Position Highlights: Status: Full Time - Exempt Schedule: Monday through Friday, standard business hours Location: Bonita Springs, FL Rate of Pay: $100k-$110k Why You'll Love This Opportunity: Join a collaborative, forward-thinking organization where data insights, innovation, and teamwork shape the future of senior living. You'll play a key role in streamlining operational processes and empowering leaders with analytics that enhance performance across Discovery Senior Living communities. What You'll Do: Operational Efficiency & Process Improvement Partner with the SVP of Operations and support services to evaluate current business practices and implement best-in-class solutions Analyze operational data to identify performance gaps, cost-saving opportunities, and areas for efficiency improvement Assist with operations initiatives that streamline workflows and enhance organizational performance Collaborate across departments to standardize business processes and improve outcomes Strategic Planning & Execution Support the SVP of Operations in developing and executing strategic plans Align foundational business processes with organizational goals to achieve measurable outcomes Track and report on major initiatives and project deliverables, ensuring timelines, budgets, and ROI goals are achieved Assist with business case development and performance measurement for key initiatives Change Management & Innovation Partner with Learning and Development to ensure successful adoption of operational improvements Introduce digital transformation and process automation initiatives to enhance business outcomes Communicate key opportunities and recommendations clearly to leadership and stakeholders Cross-Functional Collaboration Foster a high-performance culture focused on results, accountability, and collaboration Serve as a trusted advisor to the SVP of Operations by providing actionable insights and strategic recommendations Partner with Financial Planning, Power BI, and Operations teams to drive enterprise-wide visibility through analytics Performance Measurement & Reporting Establish and monitor KPIs and metrics to evaluate the success of operational initiatives Prepare and present data analysis and performance dashboards for executive review Ensure operational leaders have timely access to accurate data to inform decision-making Qualifications: Bachelor's degree in Business Administration, Finance, Operations Management, or related field (Master's preferred) 2-5 years of experience in business operations, analytics, process improvement, or strategic planning Proven track record of identifying and implementing process improvements that deliver measurable results Advanced proficiency in Microsoft Excel and experience with BI tools such as Power BI Strong analytical, problem-solving, and critical-thinking skills Excellent verbal and written communication skills with the ability to influence at all levels of the organization Solid project management experience with attention to timelines, budgets, and outcomes Strong business acumen and the ability to work effectively in cross-functional environments Highly organized with the ability to manage multiple priorities and meet deadlines Collaborative mindset and adaptability in a fast-paced, evolving organization About Discovery Senior Living Discovery Senior Living is a family of companies that includes Discovery Management Group, Integral Senior Living, Provincial Senior Living, Morada Senior Living, TerraBella Senior Living, LakeHouse Senior Living, Arvum Senior Living, Discovery Development Group, Discovery Design Concepts, STAT Marketing, and Discovery At Home. With three decades of experience, the award-winning management team has been developing, building, marketing, and managing diverse senior-living communities across the United States. By leveraging its innovative “Experiential Living” philosophy across a growing portfolio in excess of 350 communities and over 35,000 homes in nearly 40 states, and 19,000 dedicated employees, Discovery Senior Living is a recognized industry leader for performance, innovation and lifestyle customization and, today, ranks among the 2 largest U.S. senior living operators. Why Join Us? Enjoy a comprehensive benefits package - medical, dental, vision, PTO, 401(k) and more for eligible positions Thrive in a purpose-driven environment that puts residents first Join a collaborative, supportive leadership team that values your voice Build meaningful connections and create lasting impact for residents and their loved ones Benefits You'll Enjoy: Competitive wages Early access to earned wages before payday! Flexible scheduling options with full-time and part-time hours Paid time off and Holidays (full-time) Comprehensive benefit package including health, dental, vision, life and disability insurances (full-time) 401(K) with employer match Paid training Opportunities for growth and advancement Meals and uniforms Employee Assistance Program Equal Opportunity Employer We are proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all team members. EOE D/V A Note to Applicants This job description outlines the general nature and level of responsibilities for this role and is not an exhaustive list of all duties. Qualified individuals with disabilities, as defined by the ADA, must be able to perform the essential job functions with or without reasonable accommodation, as determined on a case-by-case basis. Agency Policy We do not accept unsolicited resumes from staffing agencies. Please refrain from contacting hiring managers directly. Employment Scam Warning We only post jobs on our official careers site and accept applications through that platform. We do not conduct interviews via text or social media or ask for personal or banking information. JOB CODE: 1004422
    $100k-110k yearly 35d ago
  • Assistant Finance Director/Controller

    Town of Fort Myers Beach Florida

    Senior finance analyst job in Fort Myers Beach, FL

    Assistant Finance Director / Controller Reports to: Town Manager Emergency Classification: Essential FLSA Classification: Exempt Pay Grade: 116 Are you a strategic thinker with a passion for public finance and a keen eye for fiscal integrity? If you're ready to take the next step in your career and make a meaningful impact in a dynamic municipal environment, this role is for you. As the Assistant Finance Director/Controller, you will play a critical role in shaping the financial future of our community, ensuring transparency, accountability, and operational excellence. The Town of FMB Offers a Competitive Benefits Package! Health & Wellness: Comprehensive health insurance with low deductibles and annual maximums. The Town covers 100% of employee premiums and 50% of dependent premiums. Benefits include employer-paid life insurance, short- and long-term disability coverage, gym membership reimbursement and more. Work/Life Balance: Executive staff accrue 19 hours of paid leave monthly, plus 1 sick day and a birthday annually. The Town observes 14 paid holidays and offers flexible scheduling options. Retirement Planning: Immediate vesting in a 401(a)/457(b) pension plan with generous employer contributions. And More! Join a team that values your well-being and future. Position Summary The Assistant Finance Director / Controller is a senior leadership role responsible for overseeing the financial operations of the municipality, ensuring accurate financial reporting, compliance with government accounting standards, effective budget management, and robust internal controls. This role serves as a deputy to the Finance Director, providing strategic financial guidance, supporting organizational goals, and maintaining fiscal integrity to safeguard public funds. The Assistant Finance Director / Controller also assists in long-term financial planning and decision-making, ensuring the financial health of the municipality. Responsibilities and Reporting During an Emergency Situation: If assigned, employees in this classification will be required to report and carry out duties as directed for the duration of an emergency. Depending on the nature of the emergency, this may require working around the clock for several days on short notice. Oversee the preparation and analysis of financial statements, including balance sheets, income statements, cash flow statements, and budget variance reports. Develop and implement financial policies, procedures, and internal controls to ensure compliance with generally accepted accounting principles (GAAP), Governmental Accounting Standards Board (GASB) standards, Uniform Grant Guidance, and applicable federal, state, and local laws. Prepare, monitor, and analyze the annual budget, working closely with department heads to ensure alignment with organizational goals and financial sustainability. Lead the accounting team, providing leadership, training, and performance evaluations to ensure high-quality financial operations. Coordinate and oversee the annual financial audit, working with external auditors to ensure accurate and timely completion. Ensure proper financial recordkeeping and reporting for all municipal funds, including general, enterprise, capital, and special revenue funds. Review and approve journal entries, reconciliations, and financial reports to maintain accuracy and consistency. Monitor cash flow, investment portfolios, and financial risk to optimize the municipality's financial position. Prepare and present financial reports to the Town Manager, Town Council, and other stakeholders as required. Implement and maintain financial software systems to improve operational efficiency and reporting accuracy. Provide financial guidance to senior leadership on fiscal policy, budget planning, and financial strategy. Ensure compliance with federal, state, and local financial regulations and filing requirements. Lead and manage the accounting staff responsible for payroll, accounts receivable, accounts payable, financial reporting, grant reporting, and audit liability reporting to ensure departmental goals and objectives are consistently achieved. Coordinate and oversee scheduling and workflow of the accounting team to ensure adequate staffing levels are maintained and established deadlines are met consistently. Oversee risk management including insurance claims and property insurance administration. Serve as the administrator of the Water Enterprise fund, including revenue tracking, expense management, and financial reporting. Assist in the preparation of monthly cash and investment reports, including cash flow projections and financial forecasts. Maintain inventory of fixed assets for insurance and audit purposes. Assist in the preparation of required grant reports, ensuring compliance with grant terms and accurate financial reporting. Lead the development, documentation, implementation, and administration of accounting procedures including those related to internal control, fund accounting, grants accounting, payroll processing, accounts receivable, liability insurance, year-end close, annual audit, and financial reporting. Serve as a key resource in the implementation and optimization of financial software systems. Provide ongoing training and mentorship to finance staff, identifying growth and development opportunities. Evaluate and approve financial system access requests to ensure appropriate internal controls. Develop custom financial reports within the Town's financial system as needed. Assist the Finance Director in long-term financial planning, debt management, and capital project financing. Represent the Finance Department in interdepartmental meetings, Town Council sessions, and external audits as needed. Attend assigned meetings and events. Participate in emergency response and recovery operations as required. Perform other duties as assigned. (These essential job functions are not to be construed as a complete statement of all duties performed. Employees will be required to perform other job-related duties as required.) REQUIREMENTS: Education, Certification, and Experience: Bachelor's Degree in Accounting, Finance, Business Administration or related field; Master's degree preferred. Minimum of five (5) years of governmental accounting or public financial management experience, including three (3) years in a senior management role. CPA (Certified Public Accountant), CMA (Certified Municipal Manager), or CGFO (Certified Government Finance Officer) certification strongly preferred. FEMA Incident Command System (ICS) and National Incident Management System (NIMS) Training: IS-100.C, IS-200.C, IS-700.B, IS-800.D, ICS-300, ICS-400 (Required within 12 months of employment if not already completed) Active membership in the Government Finance Officers Association (GFOA), or willingness to obtain membership upon employment required. Knowledge Extensive knowledge of Generally Accepted Accounting Principles (GAAP); Governmental Accounting Standards Board (GASB) standards; Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards; Florida's Uniform Accounting System Requirements and financial reporting requirements. In-depth understanding of municipal budgeting, forecasting, capital improvement planning, and fund accounting. Solid understanding of Emergency Financial Management. Detailed knowledge of federal, state, and local laws, regulations, and compliance requirements related to public finance, including FEMA, ARPA, and other grant funding. Knowledge of Florida Department of Revenue's Truth in Millage requirements. Familiarity with debt financing, bond issuance, and investment strategies in a public-sector environment. Understanding of enterprise fund operations, such as utilities and stormwater, and the development of related billing rates. Knowledge of internal controls, audit processes, and financial risk management practices. Awareness of public procurement laws, contract management practices, and ethical purchasing standards. Knowledge of ERP and financial software systems used in government finance. Familiarity with National Incident Management System requirements Skills Strong analytical and financial modeling skills for data-driven decision-making. Exceptional leadership and team development skills, with the ability to foster accountability, collaboration, and continuous improvement. Skilled in strategic planning, goal setting, and policy development. Proficient in the use of financial management systems, spreadsheets, databases, and presentation tools. Excellent written and verbal communication skills, with the ability to present complex financial information to elected officials, staff, and the public in an understandable manner, as well draft clear, concise policies and resolutions. Effective project management and organizational skills to manage multiple priorities and deadlines. Skilled in interpreting financial data and translating it into practical operational guidance. Skilled in managing and forecasting cash flow. Skilled in the preparation of monthly and annual financial statements and related accruals and necessary adjustments. Skilled in reviewing RFP's, RFQ's, Bid's, and contract's scope of work, terms and conditions for completeness and accuracy. Abilities Ability to maintain the highest standards of ethics, integrity, and transparency in all financial practices. Ability to build strong working relationships with elected officials, staff, auditors, funding agencies, and the community. Ability to interpret and apply complex legislation, regulations, and funding conditions. Ability to identify financial risks and implement proactive strategies to mitigate them. Ability to lead through change and guide the organization through financial challenges or recovery processes. Ability to think strategically while maintaining attention to operational and technical details. Ability to work under pressure and make informed, timely decisions in high-stakes or emergency situations. Physical Requirements: Task involves some physical effort in standing, bending, stooping, stretching, and walking, or frequent moderate lifting (30 pounds); and standard dexterity in the use of fingers, limbs, or body in the operation of shop or office equipment. Task may involve extended periods of time working at a desk utilizing a computer, mouse, and keyboard. Environmental Requirements: Task is regularly performed without exposure to adverse environmental conditions. Sensory Requirements: Task requires sound perception and discrimination. Task requires visual perception and discrimination. Task requires oral communications ability. The Town of Fort Myers Beach provides Veterans' Preference in employment for eligible veterans, spouses of veterans, and qualifying family members, in accordance with the Florida Department of Veterans' Affairs guidelines. How to Claim Veterans' Preference: Notify Human Resources at ************* to request Veterans' Preference at the time of application. Obtain the Veterans' Preference Form, which will be provided by Human Resources, and indicate your eligibility. Submit the required documentation (e.g., DD-214 form, VA disability letter, or applicable spouse documentation) along with your completed application. If you require assistance or have questions about this process, please contact Human Resources at ************** or *************. The Town of Fort Myers Beach is an EOE and DFW
    $100k-163k yearly est. Easy Apply 60d+ ago
  • VP, Finance

    Taylor Morrison 4.7company rating

    Senior finance analyst job in Bonita Springs, FL

    As a Vice President of Finance working for Taylor Morrison you will be in a strategic and operational role in which you will need to understand the business in order to help drive growth while balancing financial risk, collaborating with other departments including Sales, Construction, Purchasing and Land, and directing a team of finance, accounting, closing and contracts professionals. Job Details We trust that as Vice President of Finance you will: (responsibilities) Ensure that divisional strategic and financial goals are competently developed/projected and achieved Lead team in ensuring that accounting, control, audit and administrative duties are performed effectively and efficiently Ensure that financial information is accurately developed, analyzed and reported to management Drive reporting timelines - Direct preparation of accurate forecasts, project budgets and division budgets on a weekly, monthly and quarterly basis Ensure that all corporate and operational reports are submitted accurately and timely Manage, motivate and develop Finance and Closing/Contracts staff Ensure the adherence to corporate financial policies and procedures within the division Assist in the management of information system issues and concerns that impact Finance/Closing/Contracts Support all other functional areas by providing financial assistance and senior level consultation when needed Accountable for accuracy of financial reports for assigned entities and subsidiaries You are willing to perform other duties as assigned What you will need: (competencies, behaviors & attributes) Business Acumen Customer Focus Developing Direct Reports and Others Drive for Results Priority Setting Self-Knowledge About you: Bachelor's degree in Accounting or Finance required Certified Public Accountant (CPA) or MBA required 8+ years of experience in Finance/Accounting working for a public or private homebuilder Knowledge of cost accounting in the homebuilding/construction industry required Advanced proficiency with finance and accounting systems and software, including Excel Proven track record of successfully managing and training accounting/finance personnel FLSA Status: Exempt Will have responsibilities such as: Interviewing, selecting, and training employees; Setting rates of pay and hours of work; Appraising productivity; handling employee grievances or complaints, or disciplining employees; Determining work techniques; Planning the work; Apportioning work among employees; Determining the types of equipment to be used in performing work, or materials needed; Planning budgets for work; Monitoring work for legal or regulatory compliance; Providing for safety and security of the workplace Essential Functions: Successful job applicants will be able to perform these functions. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. Report to Division/Corporate Office/Community daily and adhere to schedule Ability to oversee direct reports daily and provide guidance as needed Ability to access, input, and retrieve information from a computer and/or electronic device Ability to have face to face conversations with customers, co-workers and higher level manager Ability to sit or stand for long periods of time and move around work environment as needed Ability to operate a motor vehicle Comply with company policies and procedure Physical Demands: Must be able to able to remain in a stationary position 50% of the time The ability to frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds *Taylor Morrison experience and/or successful completion of training program may override required education and/or experience requirement. Job descriptions are not intended as, nor should be construed to be, exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. They are intended to be accurate reflections of those principal job duties and responsibilities essential for making fair pay decisions about the job. Benefits of Working With Taylor Morrison We are looking for dedicated professionals that share our values of putting the customer - and their needs - first. In addition to a great team atmosphere, career development and advancement opportunities, we offer full-time employees an extensive benefits package, to include: Competitive Compensation Health Care - Medical/Dental/Visio n/Prescription Drug Coverage 401(k) with Company Matching Contributions Flexible Spending Accounts Disability Programs Employee & Dependent Life Insurance Vacation & Company Holidays Tuition Reimbursement Employee Home Purchase Rebate Program Home Mortgage Program Employee Assistance Program (EAP)
    $95k-153k yearly est. Auto-Apply 28d ago
  • Senior Treasury Analyst

    Neogenomics Laboratories 4.7company rating

    Senior finance analyst job in Fort Myers, FL

    Are you motivated to participate in a dynamic, multi-tasking environment? Do you want to join a company that invests in its employees? Are you seeking a position where you can use your skills while continuing to be challenged and learn? Then we encourage you to dive deeper into this opportunity. We believe in career development and empowering our employees. Not only do we provide career coaches internally, but we offer many training opportunities to expand your knowledge base! We have highly competitive benefits with a variety HMO and PPO options. We have company 401k match along with an Employee Stock Purchase Program. We have tuition reimbursement, leadership development, and even start employees off with 16 days of paid time off plus holidays. We offer wellness courses and have highly engaged employee resource groups. Come join the Neo team and be part of our amazing World Class Culture! NeoGenomics has an opening for a Senior Treasury Analyst who wants to continue to learn in order to allow our company to grow. This position will work onsite in Fort Myers, FL. Now that you know what we're looking for in talent, let us tell you why you'd want to work at NeoGenomics: As an employer, we promise to provide you with a purpose driven mission in which you have the opportunity to save lives by improving patient care through the exceptional work you perform. Together, we will become the world's leading cancer reference laboratory. Position Summary: The Senior Treasury Analyst is a key member of NeoGenomics's Treasury team and sits within Finance and Accounting to support Company initiatives. This role is responsible for managing overall cash needs and ensuring adequate funding in accounts as well as leading the treasury month end close process including bank reconciliations and investment accounting. Core Responsibilities: * Assist in reconciliation of bank accounts and ensure cash transactions are recorded accurately and timely * Responsible for performing investment accounting on a monthly basis and SEC disclosures quarterly * Ensure adequate funding for cash needs of the company including transferring cash as needed, wiring funds, and rebalancing accounts to comply with investment policy * Prepare monthly treasury account reconciliations * Organize and provide documentation as requested by internal and external auditors * Develop and update cash flow reports, cash forecasts and dashboards * Lead the process of corporate insurance renewals and assist in submitting claims and making changes to current policies * Develop and update cash forecasts and dashboards, and monthly cash roll forward * Prepare quarterly interest income and interest expense forecast * Monitor interest income/yields to maximize earnings across all bank accounts * Monitor bank account analysis fees for all banks and work with internal teams to minimize cost and maximize productivity in areas such as revenue cycle lockbox processing * Lead the process of insurance renewals and assist in submitting claims and making changes to current policies * Collaborate with People & Culture team to onboard new physicians to professional liability insurance policy and review coverage of all physicians quarterly * Review property insurance coverage quarterly to ensure that changes in fixed assets and facilities are reported timely * Maintain insurance policy premium schedule and ensure accurate and timely payment of invoices or accruals, as necessary * Monitor, project, and accrue for expected change in workers compensation premium from routine insurance carriers audit after the policy period Experience, Education and Qualifications: * Bachelor's Degree in Accounting or Finance required * CPA preferred * Proficiency in Microsoft Office Suite (specifically Excel), experience with VLOOKUPs/pivot tables * Excellent leadership and communication skills, written and oral * Detail oriented with strong analytical skills * Oracle ERP system experience preferred * Public accounting experience preferred * Ability to drive process improvement by and identify opportunities for automation
    $68k-89k yearly est. Auto-Apply 23d ago
  • Financial Services Controller

    KW Property Management LLC 4.7company rating

    Senior finance analyst job in Bonita Springs, FL

    The Financial Services Controller will oversee all accounting operations, including financial reporting, budgeting, and audit processes. They will ensure compliance with industry regulations and internal controls. While providing strategic financial guidance to support business goals. Additionally, the controller will manage a team, streamline financial processes, and work closely with executive leadership to drive profitability and operational efficiency. Duties and Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Maintains a documented system of accounting policies and procedures; implements a system of controls over accounting transactions to minimize risk. Oversee and manage all aspects of financial services accounting and financial reporting. Prepare and review monthly, quarterly, and annual financial statements, ensuring accuracy and compliance with accounting standards. Monthly budget versus actual variance analysis. Develop and implement internal controls to safeguard company assets and ensure regulatory compliance. Lead budgeting, forecasting, and variance analysis to support strategic planning and decision-making. Coordinate and oversee annual audits, working closely with external auditors and regulatory bodies. Manage cash flow, investments, and financial risks to optimize financial performance. Collaborate with senior leadership to provide financial insights, identify growth opportunities, and support business initiatives. Mentor and develop accounting team members, fostering a culture of accountability and continuous improvement. Meet with association board of directors and work closely with finance committee leaders. Work closely with cross functional operational team to deliver exceptional service to our clients as it relates to financial reporting and financial analysis. Supervisory Responsibility This position manages employees of the accounting department and is responsible for the performance management and hiring of the employees within that department. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit for prolonged periods at a desk and work on a computer. Must be able to lift to 15 pounds at times. Position Type This is an in-office, full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m. This schedule may change to accommodate the business needs of the company Travel Some travel will be required to attend company sponsored meetings and trainings. Required Education and Experience Bachelor's degree in Accounting, finance or other related field. 8 or more years of related experience required. Certified Public Accountant or Certified Management Accountant designation preferred. Proven experience in financial reporting, budgeting, forecasting and analysis Strong understanding of regulatory requirements in the financial services o association management industry. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice
    $89k-134k yearly est. 29d ago
  • Manager - Financial Operations - GMCD

    Collier County, Fl

    Senior finance analyst job in Naples, FL

    Collier County strives to be an employer of choice, and many of our employees build long-term careers with us. The salary listed in the job description reflects the full pay range for this position, from entry level through advanced career stages. NEW EMPLOYEES ARE HIRED AT, OR NEAR THE ENTRY POINT SHOWN, DEPENDING ON QUALIFICATIONS AND RELEVANT EXPERIENCE. Manages financials, business operations and accounting, including budgeting, purchasing accounts payable, and accounts receivable; and management for an assigned Department. Essential Functions * Supervises, directs, and evaluates assigned staff, processing employee concerns and problems, directing work, counseling, disciplining, and completing employee performance appraisals. * Organize, prioritize and assign daily work activities; monitor status of work in progress and review completed work; confer with assigned staff, assist with complex situations/issues, provide technical expertise. * Direct the assigned staff to ensure all financially related transactions are accurate and processed in a timely manner and are following financial guidelines relative to the Clerk's office and Budget Office requirements, divisional budgetary allowance, senior management, and all other Division directed policies. * Lead operating, capital and revenue budget development with Directors, managers, project managers and analysts; includes creation and roll-out of analytical tools to provide a critical basis of information to facilitate budget development and provide framework for a coordinated Department submittal, roll up Division budgets into fund budgets and overall Department budget, analyze to identify trends and drivers, conduct budget review meetings that depict and explain the overall budget, trends, drivers and exceptions and obtain budget approval. * Prepare Division budgets for operations support; monitor and manage expenses throughout fiscal year including periodic target and forecast analyses. * Work cooperatively with the Clerk of Courts on the annual audit and preparation of the CAFR; provide analyses and explanations related to operating environment and variances. * Promote operational and financial optimization by creating and rolling out analyst tools to provide a critical basis of information for annual operating financial targets and forecasts development periodically throughout the year and framework for a coordinated department response, roll up divisions by fund, and analyze to identify trends and drivers. * Respond to inquiries and advise client divisions on such items as budgeting, forecasting, budget amendments, purchasing policy, research in SAP, Excel, pivot tables, etc. * Perform complex financial and operational ad hoc analyses and advise to support business decisions. * Serve as the financial liaison to the Office of Management & Budget and the Clerk of Courts Finance Staff ensuring that budgets are developed on time, that they adhere to the required formats and that invoices and bills are properly reviewed, analyzed and processed; answer all questions related to the Department's financial matters; provide information and data to the Clerk of Courts Finance Staff in association with Division audits. * Develop, direct, and implement capital and operating budgets for assigned divisions; develop and adhere to schedules and deadlines and monitor progress of annual budget activities; review budget submissions and modify as necessary; ensure various income generating divisions balance fees with expenses; critique, oversee and manage allocations; prepare/delegate portions of annual budget consolidation process, including summarization of data for review; manage the proactive actions required to meet budgetary restrictions and required statutory reserve levels. * Provide financial management and oversight to all business areas and Divisions within the assigned section; provide leadership and supervision to financial and operational staff in support of the Department's business activities; oversee general accounting, accounts payable, revenue management, purchasing, and other financial functions. * Oversee all accounts payable transactions for assigned divisions; ensure all financial transactions with all responsible divisions are reconciled in a timely manner to SAP general ledgers and that all reports, especially external reports are accurate and agree with supporting evidential matter; authorize disbursements and review and approve payment vouchers and requisitions for purchase; identify needs for staffing, equipment, materials, services and supplies; and allocate, monitor and approve expenditures of budget funds. * Provide the Department Head, Deputy Department Head and/or Operations Division Director with financially based information on a regular basis so that the assigned Divisions can be operationally and fiscally well managed using timely and informative information (as well as prospective information) to guide senior management decision making. * Ensure divisional compliance with all applicable federal, state and county codes, laws, rules, regulations, standards, policies and procedures; monitor work environment and use of safety equipment to ensure safety of employees and other individuals; initiate any actions necessary to correct deviations or violations. * Prepare ordinances, resolutions, staff recommendations, final orders, show-cause orders, preliminary orders, agenda items, and recommendations for presentation. * Approve, administer, and oversee the efforts of retained consultants for special projects, evaluations, reports, official records management requirements and/or impact fees; manage contracts for consultants and monitor adherence to scheduling and timeliness of deliverables. * Administer annual equipment maintenance and records contracts; monitor work to ensure compliance with terms of contract; review invoices and payment requests submitted by consultants/contractors; ensure indicated milestones/conditions have been met to release payment. * Prepare reports in response to inquiries and correspondence from city, county, federal, and state agencies; ensure information is provided responsively; respond appropriately to politically sensitive and other high-profile issues, adhering to the Freedom of Information Act and other federal and state regulations governing the release of information. * May be required to administer, plan, direct and manage all assigned matters pertaining to the regulation of private and investor-owned water and sewer utilities; provide managerial support to the Board appointed Collier County Water and Wastewater Authority; serve as liaison to the Department of Revenue to manage the Communications Services Tax receipts; manage and direct Contractor Licensing staff and interface with the Contractor Licensing Board. * May be required to provide oversight of state and/or federal grant financials and associated reporting. * May be required to supervise custodian of official records and files, including retention, maintenance, and archiving of records. Serve as County contact for financial matters relating to assigned Divisions. * Serve as the official custodian of fiscal records and files for assigned Divisions, such as project ledgers, budget documents and asset management records. * Serve as County contact for all financial matters relating to inter-local agreements with other municipalities, Florida Department of Transportation (FDOT) grants and funding, County managed Municipal Services Taxing Units (MSTU) projects, CRA agreements and all other agencies that interact with assigned divisions. * Serve as liaison to the FDOT to manage, audit and review state and federal grants; periodically monitor, review and audit grants and agreements for assigned Divisions. ADDITIONAL FUNCTIONS * Performs other related duties as required. Minimum Qualifications * Bachelor's degree required. * Five (5) years of related experience. * Candidates without a degree should possess four (4) additional years of related experience. * Fingerprinting required. Supplemental information * Salary offers above the minimum of the pay grade may be considered based on qualifications. * Essential Employees may be required to work during an undeclared emergency and/or declared emergency. On an incident-by-incident basis, the County's Administrative Office will make the determination as to who will be required to work. * This job posting is not intended to be all-inclusive list of responsibilities, skills or working conditions associated with the position.
    $65k-98k yearly est. 5d ago
  • Finance Manager

    Hanania Automotive Group 4.2company rating

    Senior finance analyst job in Estero, FL

    Job Details Coconut Point Honda - Estero, FLDescription Are you a seasoned finance professional with a passion for driving excellence in a dynamic automotive environment? Hanania Automotive Group is seeking a Finance Manager to lead our finance and insurance operations with a focus on innovation, regulatory compliance, and exceptional customer service. This role offers an exciting opportunity to apply your leadership skills and financial expertise in a fast-paced, rewarding setting. What we offer for your talent: A performance-based commission structure and incentives for your extraordinary skills and knowledge. A comprehensive benefits package, including health, dental, voluntary benefits starting the month following your hire date, with attractive retirement plans. Ongoing training and development opportunities to fine-tune your skills. A work culture that celebrates diversity, creativity, and innovation. Exclusive employee discounts on vehicle purchases, parts, and services. Duties & Responsibilities: Insurance & Financing Sales: Sell insurance and financing products to customers, tailoring solutions to meet their needs and enhance their buying experience. Title Laws & Registration: Maintain full proficiency in title laws and the registration process to ensure accurate and compliant documentation. Compliance: Ensure all deals comply with local, state, and federal guidelines, maintaining a high level of regulatory adherence. Deal Management: Accurately desk deals, submit them to lenders for approval, make credit decisions, and close deals effectively. Finance Relationships: Establish and maintain strong working relationships with multiple finance sources, including manufacturers. Documentation & Delivery: Prepare and review paperwork and contracts, ensuring all deal packages are complete and properly documented before submission to lenders. Audit: Conduct post-sale audits of team deals to verify accuracy and compliance. Funding: Ensure the expeditious funding of all contracts, facilitating smooth financial transactions. Upselling: Promote vehicle service contracts and aftermarket items to enhance customer satisfaction and dealership profitability. Additional Duties: Perform other duties as assigned to support dealership operations and objectives. Qualifications What we need from you: High school diploma or equivalent required; further education preferred. Minimum of 2 years' experience in automotive finance management. Excellent communication, negotiation, and presentation skills. Strong interpersonal skills and a confident, professional demeanor. Ability to work with sales teams and manage multiple tasks effectively. Proficiency in math and computer applications, including Microsoft Office. Must pass pre-employment background and drug screening. and start your fruitful career with Hanania Automotive Group! An Equal Opportunity Employer Hanania Automotive Group is an equal opportunity employer and administers all personnel practices without regard to race, color, religious creed, sex, gender, age, ancestry, national origin, mental or physical disability or medical condition, sexual orientation, gender identity or expression, marital status, military or veteran status, genetic information, or any other category protected under federal, state, or local law.
    $68k-93k yearly est. 57d ago
  • Regional Controller

    Discovery Management Group

    Senior finance analyst job in Bonita Springs, FL

    Job Description About Discovery Senior Living Discovery Senior Living ranks prominently among the 5 largest senior housing providers in the US, and is nationally renowned for designing, developing, marketing, and operating a multi-brand portfolio of upscale, luxury senior-living communities. With over 280 communities in nearly 40 states, and 15,000 dedicated employees, Discovery Senior Living, with multiple national brands, is one the largest and fastest growing senior living companies in the United States. Recognized as a Great Place to Work, Discovery continues its rapid growth trajectory to lead the industry in providing desirable communities and exceptional lifestyle and value for our residents all while retaining our family-first culture. We're a 30-year-old innovative company with a rich history of delivering exceptional service and quality care in desirable, enriching residential environments. Discovery Senior Living is looking for an Regional Controller to join our home office team in Bonita Springs, FL. This position will be responsible for daily accounting activities, preparing monthly financial statements, and general support to senior management. Responsibilities: Participates in the development and utilization of financial models and analysis Assist in preparing budgets and forecasts as directed by Manager Preparation of weekly, monthly, and annual financial statements Prepare and provide supporting documentation to investors and external auditors for financial statements Researches variance to budget and forecasts through detailed operational and financial metrics; explains results Reviews journal entries during month and year-end processes Tracks and analyzes key financial metrics and operational procedures to foster process improvements Drives operational efficiencies and cost savings Assists with external audits Other duties as assigned Qualifications: Bachelor's Degree in Finance or Accounting Five years' experience preferred Strong understanding of GAAP accounting Understanding of SOX requirements Great Plains experience preferred Benefits: In addition to a rewarding career and competitive salary, Discovery offers a comprehensive benefit package. Eligible team members are offered a comprehensive benefit package including medical, dental, vision, life and disability insurances, paid time off and paid holidays. Team members are eligible to participate in our outstanding 401(k) plan with company match our Employee Assistance Program and accident insurance policies. Interested applicants please include cover letter with resume and salary requirements. EOE D/V
    $71k-114k yearly est. 7d ago
  • Financial Controller

    Creighton Construction & Management

    Senior finance analyst job in Fort Myers, FL

    Full-time Description The Financial Controller reports to the Managing Partners; the Financial Controller is responsible for all the financial and fiscal management aspects of the various companies and their operations. Provide leadership forecasting and coordination in the administrative, business planning, accounting, auditing monthly closeout and reconciliation payables and receivables, payroll, creating and updating financial plans, budgets and cashflow projections of the companies. Excellent communication, organizational, multi-tasking, interpersonal and team skills are a must. Requirements Duties/Responsibilities: · Create, coordinate, and evaluate the financial programs and supporting information systems of the company to include budgeting, tax planning, real estate, and conservation of assets. · Oversees, directs, and coordinates business practices and financial operations. · Analyzes costs, operations, and forecasts data on services and program activities in coordination with Partners and upper management. · Responsible for timely and accurate analysis of budgets, financial reports and financial trends in order to assist key stakeholders inclusive of Growth and Strategy division in making crucial decisions related to business development and growth of each service line. · Ensure compliance with local, state, and federal budgetary reporting requirements. · Oversee the approval and processing of revenue, expenditure, and position control documents, department budgets, mass salary updates, ledger, bank statement reconciliation, account maintenance, account payments and data entry. · Prepare financial statements, financial reports, financial analyses, financial forecasting and bonus and dividend distributions for the CPA to review · Work with external CPA to prepare corporate taxes and strategies · Develop and implement finance, accounting, and auditing procedures and maintain appropriate internal control safeguards. · Interact with other managers to provide consultative support to planning initiatives through financial and management information analyses, reports, and recommendations. · Ensure records systems are maintained in accordance with generally accepted auditing standards. · Develop and direct the implementation of strategic business and/or operational plans, projects, programs, and systems. · Analyze cash flow, cost controls, and expenses to guide company expenditures. ·Optimizing capital returns and minimizing costs ·Keeping the third party financing companies and other stakeholders informed · Develop, evaluate and implement Risk Management Plan. Analyze financial statements to pinpoint potential weak areas. ·Maintaining and reviewing internal controls ·Overseeing the financial team · Evaluate, develop and implement comprehensive compensation and benefits plans that are competitive and cost-effective. · Oversee and provide analysis of employee benefits and retirement plans. Experience/Education Required: · Bachelor's Degree in Accounting, Business, Finance or related field required · Master's degree in Business or CPA designation preferred · Thorough understanding of generally accepted accounting principles (GAAP). · Thorough understanding of generally accepted auditing standards. · Prior experience as a CFO or Financial Director preferred · Strong proficiency using Sage Intacct Software is required *Procure *Quickbooks Schedule: 8AM-5PM Monday - Friday - Report to home office located in Fort Myers, Florida; this is not a remote position. Supplemental pay types: Bonus pay Education: Bachelor's (Required) Experience: Accounting: 5 years (Required) GAAP: 5 years (Required) Microsoft Office: 5 years (Required) Sage 5 years (Required)
    $60k-95k yearly est. 60d+ ago
  • Director Finance

    The Hertz Corporation 4.3company rating

    Senior finance analyst job in Estero, FL

    **A Day in the Life:** The Director Global Information Technology Finance is the finance liaison responsible for providing high value services supporting Information Technology in the areas of decision support, project financial reporting and economics, and overall performance accountability. This role holds responsibility for business partnering with the information technology leadership team to aid the organization in delivering on financial and operational commitments, as well as development and management of budgets, tracking and forecasting spend, providing financial planning and analysis support for key projects/investments, analysis of agreements, and strategic initiatives. The role will sit at the intersection of the Information Technology organization and rental car operations, assisting in matters of capital allocation and investment decisions. He/she will work cross-functionally with operations, finance, human resources and other stakeholders to facilitate the business case creation and review process for all technology-led initiatives. In addition, this role will ensure activities and results are consistent with approved strategic objectives for our technology transformation. As such, this role will provide key reporting and analysis. This role provides a unique opportunity for the right candidate to help facilitate the achievement of World Class status for a critical organization while developing skills and experience that will allow the candidate to rapidly grow his/her career within Hertz. The starting salary is $135K; commensurate with experience. **What You'll Do:** + Provide business partnership and council by demonstrating outstanding financial analysis and knowledge of information technology transformation strategy + Prepare key data for Monthly Performance Reviews and/or Board of Directors meetings. + Partner with CIO and information technology team to gain a deep understanding of cost basis and identify opportunities to improve + Lead the development and preparation of forecasts, annual business plans, multi-year strategic plans and capital plans. + Lead the business case creation and analysis process for major technology projects and partner with the business to maintain a pipeline of value-accretive initiative opportunities to hold for consideration + Define, develop, implement and improve methods for measurement, evaluation and reporting + Work directly with business unit leaders to solve business problems using the tools of financial analysis, forecasting and ad-hoc data analysis. + Lead analysis of expense effectiveness and key cost drivers to increase visibility and optimize cost structure. + Provide strategic, financial, operational, and competitive information to the Information Technology Leadership team for planning and evaluation. **What We're Looking For:** + Bachelor's Degree in Accounting, Finance, or other business-related discipline + MBA Degree + Other professional certification desirable (CPA, CMA, CFA, etc.) + 7 to 10 years of finance leadership experience managing P&Ls + Previous experience supporting Information Technology + Proven leadership skills + Ability to drive cross functional results + Ability and experience analyzing marketing spend + Customer service awareness and commercial mentality + Ability to plan, for yourself and your stakeholders, so that deadlines are always achieved and efficient contingency is available to meet unforeseen needs + Strong interpersonal and presentation skills + Ability to handle pressure effectively and work within a fast paced and dynamic environment + Experience in preparing NPV/IRR analysis + Excellent communication skills at all levels of the organization **What You'll Get:** + Up to 40% off the base rate of any standard Hertz rental + Paid Time Off + Medical, Dental & Vision plan options + Retirement programs, including 401(k) employer matching + Paid Parental Leave & Adoption Assistance + Employee Assistance Program for employees & family + Educational Reimbursement & Discounts + Voluntary Insurance Programs - Pet, Legal/Identity Theft, Critical Illness + Perks & Discounts -Theme Park Tickets, Gym Discounts & more The Hertz Corporation operates the Hertz, Dollar Car Rental, Thrifty Car Rental brands in approximately 9,700 corporate and franchisee locations throughout North America, Europe, The Caribbean, Latin America, Africa, the Middle East, Asia, Australia and New Zealand. The Hertz Corporation is one of the largest worldwide airport general use vehicle rental companies, and the Hertz brand is one of the most recognized in the world. **US EEO STATEMENT** At Hertz, we champion and celebrate a culture of diversity and inclusion. We take affirmative steps to promote employment and advancement opportunities. The endless variety of perspectives, experiences, skills and talents that our employees invest in their work every day represent a significant part of our culture - and our success and reputation as a company. Individuals are encouraged to apply for positions because of the characteristics that make them unique. EOE, including disability/veteran
    $135k yearly 60d+ ago
  • Northwestern Mutual - Bouchard Financial Group

    Producifyx

    Senior finance analyst job in Fort Myers, FL

    At Northwestern Mutual - Bouchard Financial Group , we're looking for driven individuals to join our mission of helping clients achieve financial security and peace of mind. We have current openings for entry-level applicants, as well as experienced insurance/financial services leaders. Our advisors offer personalized wealth management solutions, and our supportive, people-first culture ensures every team member grows both professionally and personally. If you're passionate about making an impact and being part of something bigger, this is the place for you. Our thriving offices are located at: 10070 Daniels Interstate Court #230 Fort Myers, FL 33913 4851 Tamiami Trail North Suite 302 | Naples, FL 34103 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners-not Wall Street. We began in Wisconsin in 1857, and today we're one of America's top companies - as was recognized by FORTUNE as one of the “World's Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Jesse Bouchard, Managing Director: Time with NM: 20 years Prior to NM: Customer service and hospitality/restaurant industry Passionate About: Traveling, spending time with family, enjoying the beach, and dining out. Garrett Groshek, Financial Advisor: Time with NM: 5 years Prior to NM: Professional football player Passionate About: Sports and spending time with his wife and their son. Jesi Jarosz, Financial Advisor: Time with NM: 4 years Prior to NM: Flight attendant and health insurance Passionate About: Food, time with friends and family, faith, and travel. Gardel Espinal, Financial Advisor: Time with NM: 3 years Prior to NM: Model and auto show product specialist Passionate About: Working out, reading, spending time with family, basketball, and traveling. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Position Requirements: Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jesse Bouchard is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
    $65k-107k yearly est. 1d ago
  • Director of Finance - Bahia Mar Fort Lauderdale a Doubletree by Hilton

    Hilton Worldwide 4.5company rating

    Senior finance analyst job in Everglades, FL

    A Director of Finance with Bahia Mar Fort Lauderdale a DoubleTree by Hilton is responsible for overseeing, directing and administering all financial operations of the hotel in the hotel's continuing effort to deliver outstanding guest service and financial profitability. What will I be doing? As the Director of Finance, you would be responsible for overseeing, directing and administering all financial operations of the hotel in the hotel's continuing effort to deliver outstanding guest service and financial profitability. Specifically, you would be responsible for performing the following tasks to the highest standards: * Direct and administer all financial operations of the hotel to include, but not limited to, asset protection, financial reporting, systems management, hotel-wide budget and forecasting, department management, and meeting participation and facilitation * Ensure compliance with all Generally Accepted Accounting Principles (GAAP) * Serve as financial advisor to hotel management and ownership * Monitor and approve all sales, purchases, salaries and expenses of the hotel * Assist and counsel department heads in the interpretation and analysis of financial data, recommending courses of action to maximize hotel profitability * Prepare annual plan, projections and budgets * Monitor and develop team member performance to include, but not limited to, providing supervision and professional development, scheduling, conducting counseling and evaluations and delivering recognition and reward * Recruit, interview and train team members What are we looking for? Since being founded in 1919, Hilton has been a leader in the hospitality industry. Today, Hilton remains a beacon of innovation, quality, and success. This continued leadership is the result of our Team Members staying true to our Vision, Mission, and Values. Specifically, we look for demonstration of these Values: * Hospitality - We're passionate about delivering exceptional guest experiences. * Integrity - We do the right thing, all the time. * Leadership - We're leaders in our industry and in our communities. * Teamwork - We're team players in everything we do. * Ownership - We're the owners of our actions and decisions. * Now - We operate with a sense of urgency and discipline In addition, we look for the demonstration of the following key attributes: * Quality * Productivity * Dependability * Customer Focus * Adaptability What will it be like to work for Hilton? Hilton is the leading global hospitality company, spanning the lodging sector from luxurious full-service hotels and resorts to extended-stay suites and mid-priced hotels. For nearly a century, Hilton has offered business and leisure travelers the finest in accommodations, service, amenities and value. Hilton is dedicated to continuing its tradition of providing exceptional guest experiences across its global brands. Our vision "to fill the earth with the light and warmth of hospitality" unites us as a team to create remarkable hospitality experiences around the world every day. And, our amazing Team Members are at the heart of it all! #LI-TA1
    $60k-86k yearly est. 17d ago
  • Financial Consultant - Ft. Myers/Naples FL

    Fidelity Investments 4.6company rating

    Senior finance analyst job in Naples, FL

    Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $40k-68k yearly est. 9d ago
  • Division Controller

    Pultegroup 4.8company rating

    Senior finance analyst job in Bonita Springs, FL

    Build a Career That Builds Your Future - with PulteGroup! Welcome to PulteGroup where we believe in building more than just homes-we believe in building inspired employees, meaningful careers, and a legacy of excellence. If you're looking for work that moves you, a team that values your ideas, and a company that brings you pride, you've come to the right place. As one of the nation's largest and most respected homebuilders, PulteGroup offers opportunities to grow within a Fortune 500 company that's consistently recognized as a Fortune 100 Best Company to Work For and a certified Great Place to Work. We're driven by the bold purpose of Building Incredible Places for People to Live Their Dreams. For over 70 years, we've been building more than homes-we've been building trust, innovation, and a culture where every team member is empowered to thrive. Join a company that champions inclusion, celebrates diversity, and supports your personal and professional journey. Headquartered in vibrant Atlanta, Georgia, and operating in over 45 markets nationwide, we're proud to build homes through our trusted family of brands-including Innovative Construction Group, Centex, Pulte Homes, Del Webb, DiVosta Homes, American West, and John Wieland Homes and Neighborhoods, Pulte Mortgage, PGP Title, Pulte Insurance Agency -all united under the PulteGroup name. Apply now and discover a career where your contributions are valued, your growth is supported, and your work makes a lasting impact PRIMARY RESPONSIBILITIES: Directs and supervises accounting staff to ensure adherence to GAAP, strong internal controls, and adherence with Company policies and procedures Prepares and/or directs the preparation of monthly financial reports, including analyzing budget vs. actual results and reviewing them with management Prepares financial forecasts and coordinates with homebuilding functional leaders to prepare and review Coordinates all internal and external audit requests Facilitates workflow between National Shared Services and Division operations MANAGEMENT RESPONSIBILITIES LEVEL: MENTOR / COACH / FEEDBACK Without Direct Reports Ensures appropriate staffing to meet department needs Utilizes recruiting and selection tools/processes to build organizational talent Delegates work according to employee's abilities and skills Evaluates employee's performance and plans for compensation actions in accordance with that performance Provides developmental opportunities through identification of internal and external training opportunities Creates opportunities for employee growth Provides continuous coaching with regard to functional and leadership standards (technical skills and behaviors) SCOPE: Decision Impact: Division Department Responsibility: Single Budgetary Responsibility: Yes Direct Reports: Yes Indirect Reports: No Physical Requirements: If applicable REQUIRED EDUCATION: Minimum Bachelor's Degree in Finance or Accounting (or equivalent in related field) Certified Public Accounting license (active or inactive) strongly preferred REQUIRED EXPERIENCE: Related Functional Experience: Minimum 5 years public and/or corporate accounting experience Good knowledge of GAAP, internal controls and financial reports Good analytical and organizational skills Good verbal and written communication skills PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, “Recruiters”) in response to job postings. If Recruiters nevertheless submit one or more unsolicited resumes to any employee at PulteGroup, Inc. or its affiliates without a valid written agreement in place for this position, it will be deemed the sole property of PulteGroup, Inc. and its affiliates. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc. and through any means other than via our Applicant Tracking System. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to have an equal opportunity to participate in the application process and to be considered for a job. This Organization Participates in e-Verify Pulte Homes of Minnesota is an equal employment opportunity/affirmative action employer. California Privacy Policy
    $53k-91k yearly est. Auto-Apply 44d ago
  • Finance Manager - Product

    Arthrex, Inc. 4.8company rating

    Senior finance analyst job in Naples, FL

    Requisition ID: 64582 Title: Finance Manager - Product Division: Arthrex, Inc. (US01) Location: Naples, FL Arthrex is a global medical device company and a leader in new product development and medical education in orthopedics. The Finance Manager - Product will liaise with Arthrex Business Units to deliver business and financial insight, analytics and reporting. Provide and oversee strategic, financial, market, and best practice insight and guidance in support of sales performance, accurate planning, cost containment, and optimization. Manage a team of analysts in support of these objectives. If you are interested in working in a fast-growing global organization with great resources and opportunities, then apply to join our talented team and support us Helping Surgeons Treat Their Patients Better. Essential Duties and Responsibilities: * Manage a team of financial analysts. Mentor them in their efforts to partner with Product Management, providing meaningful metrics to support business optimization. * Perform and oversee regular and ad hoc product team financial reporting, planning, and analysis activities including sales, margin and inventory analytics. * Liaise with the Supply Chain Operations Team and contribute meaningful insight to the Sales and Operations Planning process. * Foster cross-functional relationships, developing and reporting KPIs that bring transparency to profitability, performance, and effectiveness of assigned product team(s), both domestically and internationally. * Champion strategic business decisions by analyzing results and developing insightful suggestions for investments, sourcing, asset utilization, and cost reduction. * Support business case and ROI analytics for new product initiatives and promotional strategies, helping to foster creativity and inventiveness while closely monitoring overall ROI opportunity. * Provide financial guidance and assistance to leaders within applicable product teams or regions. * Oversee, prepare, and summarize plan vs. actual results and variance explanations for applicable areas. * Prepare and present financial data for applicable areas in support of management and executive-level reporting and review. * Develop and demonstrate product line expertise, serving as a financial subject-matter expert and consulting in domestic and international projects. * Research and lead inquiry resolution for applicable functional areas and business units. * Oversee and assist with annual revenue and SG&A budgeting processes for applicable functional areas and business units. * Drive a high-level of accuracy in the operational expense forecasting process, aligning spend with headcount expectations, capital depreciation, and other cost drivers. * Ensure budgets and forecasts meet organizational financial targets. * Implement, support, and champion continuous improvement in data analytics, business intelligence, and reporting efficiency and effectiveness. * Exercise flexibility in working time or hours when needed to meet project deadlines and quality expectations. Knowledge and Skill Requirements: * Possesses superior know-how and skill set to perform many functions of the department. * Acts as the extension of the manager with limited direction or instruction. * Supervises and works alongside employees in pursuit of achievement of goals set by Leader. * Trains and mentors both direct reports and more junior employees, supporting development and career goals. * Provides leadership and guidance in support of Team objectives and plays a lead role in roadblock identification and resolution. * Provides data, information, and recommendations to senior leaders to aid decision-making and pursuit of department goals. * Makes decisions within assigned framework to support departmental goals and responsibilities. * Acts as the first point of contact for team members and exercises discretion regarding escalation to higher level Leadership. * Can represent the department as deputy of department Leaders. * Responsible for overall and day-to-day workload, accuracy, performance, and performance evaluations of direct reports. * Makes decisions to motivate and effectively lead the Team to achieve individual career goals as well as goals aligned with Finance Department Leaders. * Directs and manages day-to-day activities of their Team. * Maintains a technical workload while also delegating less complex and repetitive tasks to direct reports. * Communicates strategy to the Team. * Proposes HR developments for the Team. Education and Experience: * Bachelor's degree in Accounting, Finance or related Business/Economics required * 7+ years of relevant work experience required * 2+ years of managerial experience required * CPA, MBA, or Master's degree in Finance or Accounting Preferred * Experience with Power BI and/or Planning Analytics Workspace Preferred * Medical Device industry Preferred, experience in Orthopedics a plus Machine, Tools, and/or Equipment Skills: Virtual machines and laptops. Microsoft environment. Work with standard current computer applications, including but not limited to collaboration tools, email, word processing, spreadsheets, and databases. Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Mathematical Skills: Ability to comprehend and apply mathematical principles to the degree required to perform the job based upon job requirements. Language and Communication Skills: Ability to comprehend and apply language skills to the degree required to perform the job based upon the job requirements listed above. Ability to verbally communicate ideas and issues effectively to other team members and management. Ability to write and record data and information as required by procedures. #LI-CS1 Arthrex Benefits * Medical, Dental and Vision Insurance * Company-Provided Life Insurance * Voluntary Life Insurance * Flexible Spending Account (FSA) * Supplemental Insurance Plans (Accident, Cancer, Hospital, Critical Illness) * Matching 401(k) Retirement Plan * Annual Bonus * Wellness Incentive Program * Free Onsite Medical Clinics * Free Onsite Lunch * Tuition Reimbursement Program * Trip of a Lifetime * Paid Parental Leave * Paid Time Off * Volunteer PTO * Employee Assistance Provider (EAP) All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other status protected by law. Making People Better at Arthrex Lorem ipsum dolor sit amet consectetur. Cras fringilla elementum odio velit. Job Details Date: Dec 2, 2025 Requisition ID: 64582 Salary Range: Job title: Finance Manager - Product Arthrex Location: Naples, FL, US, 34108 Nearest Major Market: Naples Job Segment: Supply Chain Manager, Supply Chain, Orthopedic, Business Intelligence, MBA, Operations, Healthcare, Technology, Management
    $70k-95k yearly est. 10d ago
  • Financial Consultant - Ft. Myers/Naples FL

    Fidelity Brokerage Services 4.2company rating

    Senior finance analyst job in Fort Myers, FL

    Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $64k-78k yearly est. Auto-Apply 9d ago
  • Financial Planning Consultant- Naples, FL

    Raymond James 4.7company rating

    Senior finance analyst job in Naples, FL

    We are a boutique wealth planning practice dedicated to serving a select group of clients with highly personalized guidance. We are seeking a Financial Planning Consultant to help design and deliver customized financial strategies, support client relationships, and contribute to our collaborative, client-first team. Job Description Key Responsibilities Assist in developing and presenting comprehensive financial plans. Research and analyze investment, tax, retirement, and estate planning strategies. Prepare client meeting materials and follow up on action items. Support and strengthen client relationships through responsive communication. Update financial plans as client needs and circumstances evolve. Stay current on planning concepts, regulations, and best practices. Skills Strong analytical, organizational, and communication skills. Proficiency in financial planning software and Microsoft Office Suite. Client-centered mindset with a passion for building long-term relationships. Education Bachelor's degree in Finance, Accounting, Economics, or related field, High School (HS) (Required) Certifications s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA) s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) CFP designation (or progress toward) strongly preferred. Work Experience 3+ years of financial planning or wealth management experience. What We Offer A boutique, client-focused environment where relationships come first. A supportive, collaborative team culture. Competitive compensation and benefits. Professional growth opportunities, including support for continuing education and certifications. Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required) Work Experience General Experience - 13 months to 3 years Certifications Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc., s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    $58k-71k yearly est. Auto-Apply 60d+ ago
  • Director of Finance

    Legends Global

    Senior finance analyst job in Punta Gorda, FL

    Essential Duties and Responsibilities Other duties may be assigned. Some Travel Required. • Manage and maintain internal controls and compliance in Accounts Payable, Accounts Receivable, and Box Office/Ticketing. Maintain compliance for tax reporting purposes. • Review and sign off bank reconciliations, account reconciliations, and other analyses as needed • Create, maintain, and manage budgeting and forecasting including, but not limited to, operating budget, monthly forecasting, capital budget, and cash flow analysis • Perform and manage show related activities such as settlements, accounting, and event reporting. • Accounting for box office/ ticketing funds. • Supervise the process of recording manual journal entries and oversee various finance related processes (fixed assets, payroll, etc.) to ensure accounting records are complete and accurate. • Review and sign off financial statements, budget reports, and event flash reports in a timely and accurate manner. • Work with outside auditors to complete the annual audit and issue audited financial statements. • Prepare other financial reports and analyses as requested. • Manage the facility's cash flow needs, investing idle funds while maintaining a minimum operating account balance to fund operations. • Manage all Payroll, Accounts Payable, & Accounts Receivable functions Supervisory Responsibilities • Hire, train, and retain finance and accounting staff. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Experience • B.S. in Accounting or Finance from 4-year college/university or equivalent • Minimum 5-7 years of related work experience • Experience in developing and implementing policies and procedures as well as financial systems and controls • Capable of handling all aspects of the accounting cycle and principles and techniques of venue operation • Experience using Excel, Word, and PowerPoint • Experience in the facilities/arena management industry (Preferred not Required) Skills and Abilities • Strong business acumen and ability to influence change and drive to results • Extensive knowledge of general and cost accounting • Excellent math skills; high aptitude for figures • Excellent communication, interpersonal skills, and organizational ability • Ability to work with and maintain highly confidential information is required • Strong supervisory skills • Strong written and oral communication skills with the ability to communicate well both inside and outside the organization • Strong organization skills with attention to detail • Excellent verbal, written and interpersonal skills essential Computer Skills • Extensive knowledge of accounting software, spreadsheets, and word processing software Certificates, Licenses, Registrations • CPA is preferred Other Skills and Abilities • Must be able to main strict confidentiality and judgment regarding privileged information. • Ability to work under above average pressure in meeting urgent deadlines. • Ability to work long, irregular hours and weekends as dictated by event schedules and projects. • Must be able to prioritize and complete work assignments on a timely basis Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Specific vision abilities required by this job include close vision for review of statistical and other financial records and information. Note The essential responsibilities of this position are described under the headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. SALARY STARTING $90,000 annually. Also, this document in no way states or implies that these are the only duties to be performed by the employee occupying this position. ASM Global is an Equal Opportunity/Affirmative Action employer, and encourages Women, Minorities, Individuals with Disabilities, and protected Veterans to apply. VEVRAA Federal Contractor.
    $90k yearly Auto-Apply 60d+ ago

Learn more about senior finance analyst jobs

How much does a senior finance analyst earn in Bonita Springs, FL?

The average senior finance analyst in Bonita Springs, FL earns between $54,000 and $101,000 annually. This compares to the national average senior finance analyst range of $62,000 to $110,000.

Average senior finance analyst salary in Bonita Springs, FL

$74,000

What are the biggest employers of Senior Finance Analysts in Bonita Springs, FL?

The biggest employers of Senior Finance Analysts in Bonita Springs, FL are:
  1. The Hertz Corporation
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