Job Results
Financial Services
Posted 2 days
Controller
Plantation at Ponte Vedra Beach - Ponte Vedra Beach, FL 32082
Job Title: Controller Location: Ponte Vedra Beach, Florida FLSA Status: Full Time/Salaried/M-F The Plantation at Ponte Vedra Beach is a premier, all-inclusive community where home ownership includes membership to our golf course, private beach club, tennis facility, pickleball, croquet, fitness center and clubhouse complete with dining and social options. The Plantation has been recognized as the Best of the Best of Ponte Vedra by the Ponte Vedra Recorder for multiple years for Best Country Club, Best Beach Club, Best Tennis Facilities, and Best Kids Camp. We have also received the Distinguished Clubs award multiple years in a row. We are seeking an Controller to manage a small operating team onsite. This position is responsible for managing day-to-day accounting tasks, including maintaining financial records, preparing financial reports, reconciling accounts, and assisting with payroll. They also ensure proper use of funds, particularly regarding dues, donations` and Generally Accepted Accounting Principles (GAAP). Job Description Overview The Controller reports to the Chief Financial Officer. Key Responsibilities The Controller directs accounting functions for our business, overseeing financial data compilation, forecasts, tax filings, and compliance with accounting regulations. As a true first-level manager, you will manage a staff of two, ensuring project milestones and budgets are met. Additional Duties Maintain financial records keeping accurate records of all financial transactions, including general ledger entries, receipts and invoices. Prepare financial reports by creating scheduled financial statements as well as reports for each department as needed to support the business. Reconciling accounts ensuring bank statements, credit card statements and other accounts are reconciled accurately and timely. Managing accounts payable and receivable by processing invoices, making payments and tracking payments. Assist with the annual budgeting process and preparing financial projections. Provide audit support, manage vendor relations and keep various systems of record updated. Performs other duties as assigned. Education and Experience: Bachelor’s degree in accounting or a related field. Minimum Five (5) years of direct accounting experience. Physical Demands and Work Environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is frequently required to stand; walk; sit; stoop; bend; shake, stir, and pour; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. While performing the duties of this position, the employee could be exposed to sharp objects, slippery floors, smoke, steam, high temperatures, humidity, and extreme cold. The employee regularly comes into contact with others and the noise level in the work environment is usually low to moderate in nature in an office environment with frequent travel to a variety of locations on our campus. Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. The Plantation at Ponte Vedra Beach supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. The Plantation at Ponte Vedra Beach is a Drug Free Workplace.
Posted 2 days
Director, Finance & Planning
Crowley Corporation - Jacksonville, FL 32225
Director, Finance & Planning - (USA0003N5) Description Who We Are: As a privately held, U.S.-owned and operated company, Crowley provides services to 36 nations and island territories. Our purpose is to bravely advance what's possible to elevate people and planet, with our core values of Integrity, Sustainability and Drive guiding everything we do. By expanding and innovating our services, we have expanded our footprint in services within the Logistics, Land Transportation, Shipping, Wind and Fuel industries. Crowley and its affiliated companies have generated more than $3.5 billion in annual revenue through our people's focus on excellence and a culture that values everyone's voices and collaboration. To continue laying the groundwork and challenge what's possible for our business, we seek to partner with individuals ready to elevate their careers with us. Work Arrangement: Hybrid What You'll Do: The Director of Financial Planning & Analysis (FP&A) will serve as a key strategic partner, providing commercial, operational, and analytical insights to drive performance across a designated business segment. Reporting directly to the VP of Finance, this leader will play an integral role in shaping financial strategy, delivering decision-support analysis, and enabling execution of strategic initiatives. The Director will combine technical expertise in financial modeling and systems with strong business acumen and communication skills to influence outcomes at the senior leadership level. Key Responsibilities: GENERAL RESPONSIBILITIES: Financial Planning & Forecasting • Lead the annual budgeting, quarterly forecasting, and long-range planning processes. • Develop, refine, and maintain dynamic financial models to evaluate revenue, margin, and cash flow scenarios, capital investments, and strategic initiatives. • Collaborate with operations and commercial leaders to ensure assumptions are realistic and actionable. Performance & Decision Support • Deliver actionable insights through variance analysis, KPI tracking, and management reporting. • Proactively identify business drivers, risks, and opportunities, providing data-backed recommendations to improve profitability and resource allocation. • Support pricing analysis, cost modeling, and ROI assessments for strategic projects. Strategic and Commercial Partnership • Partner with business leaders on strategic initiatives, M&A evaluation, contract economics, and capital deployment. • Translate complex financial data into concise, business-focused narratives for executive and board-level presentations. Reporting & Communication Excellence • Own the monthly reporting package and forecast cadence. • Synthesize large datasets into clear executive-ready insights and recommendations, using compelling visualizations and presentations (Excel, Power BI, and PowerPoint). Process, Systems, and Tools Improvement • Streamline planning and reporting processes for efficiency and accuracy. • Leverage and enhance ERP/BI systems (Oracle, Adaptive, Power BI, or similar) to automate reporting and improve analytical capability. • Partner with IT and Finance Systems on continuous improvement initiatives. Leadership & Team Development • Lead, mentor, and develop FP&A analysts. • Foster a culture of curiosity, accountability, and excellence — with a focus on learning by doing and data-driven decision making. Qualifications EDUCATION: • Bachelor’s degree in Finance, Accounting, Economics, or related field required. • MBA, CPA, or CFA strongly preferred. EXPERIENCE: • 10+ years of progressive FP&A or finance experience, including 3+ years in a leadership role. • Demonstrated success building complex financial models from scratch to support business and investment decisions. • Proven record of driving operational execution, partnering cross-functionally, and influencing outcomes with data-driven insights. • Deep understanding of GAAP accounting principles, financial statements, and key performance metrics. TECHNICAL PROFICIENCY: Expert-level financial modeling and analytical skills Must be proficient in constructing and interpreting three-statement financial models, ensuring accurate linkage between income statement, balance sheet, and cash flow for scenario and sensitivity analysis. Advanced proficiency in Microsoft Excel and PowerPoint (must demonstrate ability to create high-impact, executive-level presentations). Knowledge of accounting principles, financial statement analysis, and management reporting. Experience with Oracle or comparable financial management systems; system implementation experience a plus. Why Join Crowley? This role partners closely with senior leadership to evaluate investments, optimize performance, and align financial planning with long-term business goals. Your analysis and guidance will directly influence key decisions that impact the company’s future. Primary Location: US-FL-JACKSONVILLE Work Locations: USA-FL-JACKSONVILLE-REGENCY 9487 REGENCY SQUARE BLVD. N. JACKSONVILLE 32225 Job: Finance Organization: Shipping Finance US 9100 Schedule: Full-time Overtime Status: Exempt Shift: Work Arrangement: Operational Employee Employee Status: Director Job Level: Day Job Job Posting
Posted 2 days
Senior Financial Analyst FP&A
PGA TOUR - Ponte Vedra Beach, FL
The Best Players Need the Best People. The Senior Financial Analyst (FP&A) is responsible for recording, analyzing, and reporting financial data for assigned business units – PGA TOUR Headquarter Support, which includes Executive, Finance, Tax, Employee Services, Treasury, Risk Management, Internal Audit, Legal, Facilities, Talent and Culture, and Data Technology Solutions. QUALIFICATIONS Bachelor’s degree in Accounting or Finance; CPA or MBA preferred Five years experience in Accounting/Financial Field Financial consolidation and presentation preparation experience is a plus Experience with Workday and Report Writing software desired. Adaptive and/or Office Connect preferred Advanced experience with Microsoft Excel & Powerpoint RESPONSIBILITIES/DUTIES Assist with the preparation of annual forecasts, budget, and long-range plans for the PGA TOUR Support the preparation of Monthly Finance Operating reviews & multiple formats of financial statements for both internal and external audiences Identify opportunities to streamline financial planning and reporting processes and improve efficiencies Liaison between PGATOUR Financial Systems Solutions and FP&A to enhance the PGA TOUR’s internal planning and reporting infrastructure Liaison between PGA TOUR Corporate Accounting and FP&A to better understand variances, data, and underlying business performance Prepare and maintain financial reporting and analysis for FP&A leadership and various business areas across the PGA TOUR and support ad hoc requests as necessary Special projects or other duties as assigned
Posted 2 days
Financial Aid Planner
Jersey College - Jacksonville, FL 32256
Jersey College is an institution of higher learning with a vision to be nationally recognized through our dedication to excellence and innovation in nursing education while offering pathways for professional growth. Since our founding, Jersey College has graduated over 13,000 nurses. The Financial Aid Planner is responsible for managing, overseeing, and assisting students with navigating the financial aid process in accordance with all company policies and procedures, all applicable federal, and state regulations, and all accrediting agencies' standards and requirements. The Financial Aid Planner will advise and counsel students on financial aid matters and assist with the coordinating of all student activities associated with the application for and receipt of various forms of financial aid. The job description of Financial Aid Planner also encompasses other similar named positions such as the Senior Financial Aid Planner or Manager. Job Responsibilities Advises applicants and students on eligibility for financial aid programs, assisting them in the financial aid (FAFSA) application process. Create payment plans for students when necessary. Advise students about all available funding sources. Maintain contact with State Workforce Agencies. Monitor timely payment of payment plans set up with students Initiate appropriate administrative actions for students in default of payment plans. Verify eligibility for Federal aid programs including Pell grants and guaranteed student loans Performs application intake, evaluation, processing, and awarding Ensures that the student provides all necessary documentation in order to conduct required needs analysis and packaging Conduct entrance and exit interviews as required by Title IV regulations Provide assistance to students with financial aid concerns throughout their tenure at the school. Learn, follow and refer to federal statutes and regulations as they pertain to Title IV Use Title IV management information system in order to track applications and draw down federal student funds. Perform other related duties as assigned by the Director of Financial Aid Participate in weekly admissions update meetings. Skills and Abilities: Minimum 1 year of financial aid experience Basic knowledge of federal and state financial aid regulations with specific knowledge of Federal Direct Loans, Pell Grants, and Title IV Knowledge and comfort with Microsoft Word and Excel Ability to critically think and understand complex instructions Strong Customer Service Skills and Organizational Skills Associates Degree or higher preferred Being bilingual is a plus Notice of Non-discrimination Jersey College is committed to providing an environment that respects and encourages the development and growth of all students, faculty and staff. Discriminatory and harassing behaviors that unfairly or unlawfully interfere with an individual’s educational pursuits violate our College’s policies and procedures and are not tolerated. Such forms of discrimination and harassment include, but are not limited to, discrimination or harassment on the basis of race, ethnicity, sex, gender identity, religion, sexual orientation, national origin, physical or mental disability, age, or military veteran status. Jersey College does not discriminate on the basis of race, color, national origin, sex, disability, or age in its programs and activities. Jersey College encourages all students, staff, and administrators to work together to prevent all forms of discrimination and harassment, including those based on race, ethnicity, sex, gender identity, religion, sexual orientation, national origin, physical or mental disability, age, or military veteran status (individually and collectively, a protected status or a protected category). Any student, staff, or third party seeking information with respect to the non-discrimination and harassment policies of Jersey College, including Title IX protections, may contact the Director of Institutional Effectiveness at 546 U.S. Highway 46, Teterboro, NJ 07608, (201) 489-5836, TitleIX @ jerseycollege.edu or the Office of Civil Rights.
Posted 2 days
Residential Review Appraiser
Bank of America - Jacksonville, FL 32256
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Reviews and analyzes appraisal reports of staff and outside fee vendors for efficacy of their value conclusions, adherence to technical appraisal theory and methodology governing residential real property, and adherence to the Uniform Standards of Professional Appraisal Practice. Adjudicates value conclusion discrepancies. Requires current and working knowledge of the Uniform Standards of Professional Appraisal Practice, and appraisal theory and methodology governing residential real property. Requires appraisal license, at least 5 years of appraisal experience and state certification is preferred. Accountable for quality assurance review of valuation products delivered to the Bank. Identify, analyze, and report deficiencies in the valuation product under review that are material and may impact the completeness, adequacy, relevance, and credibility of the appraisal report. Leads or participates in special project(s) as directed by management. Projects could include topics focused on corrections, reconsiderations, or targeted quality assurance risk concerns, process improvement, policy & procedures, or acting as subject matter expert (SME). Maintain knowledge of policy & procedures, Uniform Standards of Professional Appraisal Practice and regulatory guidelines, appraisal theory and methodology governing residential real property. Additional duties as assigned. Required Qualifications: Florida General Certified or Residential Certified Appraiser in good standing with home state (FL) Minimum of 5 years appraisal field experience with complex property assignments Ability to obtain multiple state appraisal reciprocal licensing based on regulatory compliance needs Thorough understanding of the Uniform Standards of Professional Appraisal Practice, regulatory guidelines, appraisal theory, and methodology governing residential real property Strong communication skills, both written and verbal, and ability to deliver a clear and understandable message to a variety of audiences Effective listening and comprehension skills Ability to research, analyze and resolve complex valuation issues Ability to make a swift and supported decisions Comfortable with working independently and able to triage escalated deliverables appropriately Effective organizational and time-management skills, with the ability to prioritize and maintain production goals Skills: Attention to Detail Quality Assurance Record Keeping Reporting Adaptability Collaboration Oral Communications Problem Solving Research Business Acumen Innovative Thinking Shift: 1st shift (United States of America) Hours Per Week: 40
Posted 2 days
Teller Retail Banker
Woodforest National Bank - Jacksonville, FL 32244
Teller Retail Banker-070154 Description Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer’s experience by offering products and services that best meet their needs. The well-rounded knowledge base that you develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include: Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers. Processing transactions, opening accounts, and performing account maintenance. Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines. Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training. Qualifications Minimum Qualifications/Experience: · 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate’s degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor’s degree. · Previous instore banking experience is preferred, but not required. · Must be positive and engaging. Formal Education & Certification: · High School Diploma or equivalent required. Work Status: · Full-time. Supervisory Responsibility: · No. Travel: · Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location. Working Conditions: · Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs. Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Woodforest is an Equal Opportunity Employer, including Disability and Veterans. Job: Branch Banking Primary Location: Florida-Jacksonville Schedule: Full-time Work Locations: FL Jacksonville Collins-8296 7075 Collins Rd Jacksonville 32244 Unposting Date: Ongoing Organization: Florida
Posted 2 days
Loan Underwriting Manager II
TD Bank - Jacksonville, FL
Work Location: Jacksonville, Florida, United States of America Hours: 40 Pay Details: $110,760 - $166,400 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Credit Management Job Description: The Loan Underwriting Manager II supervises the overall activities in the Underwriting Department. The Loan Underwriting Manager II oversees daily underwriting activities, including workflow, turnaround, productivity and quality monitoring. Depth and Scope: Supervises daily operations to ensure accuracy and efficiency of workflow and staff Ensures 48 hour turn time SLA is met Acts as an advisor to production and operations staff to ensure team goals are met Helps with the selection process and orientation of new staff members Supports Loan operations in whatever capacity needed Provides exceptional customer service, congruent with WOW! Philosophies to customers, vendors and other institutions Demonstrates sound judgment conveying departmental policies and procedures Conducts monthly underwriting staff meeting and individual one on one monthly meetings with underwriters Supports Operations Director with delegation program Conducts monthly underwriting staff meetings and individual one on one monthly meetings with underwriters Performs other duties as may be assigned Education & Experience: Bachelor’s Degree or work experience equivalent to Bachelor's degree required FHA DE a must VA LAPP a must 10+ Years of related experience In-depth knowledge and understanding of bank operations, department policies, procedures, products, services, systems and applications Proven ability to interact with all TD Bank and departmental customers Excellent oral and written communication skills Excellent PC skills and familiarity with standard office equipment Ability to work in a fast-paced, dynamic environment a must Detail-oriented, self-motivated and has excellent customer service skills Excellent interpersonal skills Proven supervisory experience, organizational, analytical and decision-making skills In-depth knowledge of accounting Flexibility in adjusting priorities Proven ability to pro-actively manage workflow Desktop Underwriter and Loan Product Advisor experience preferred Portfolio product experience preferred Experience with non-confirming/jumbo/Freddie Mae/Freddie Mac loans preferred OCC Language: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36 Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel – Occasional International Travel – Never Performing sedentary work – Continuous Performing multiple tasks – Continuous Operating standard office equipment - Continuous Responding quickly to sounds – Occasional Sitting – Continuous Standing – Occasional Walking – Occasional Moving safely in confined spaces – Occasional Lifting/Carrying (under 25 lbs.) – Occasional Lifting/Carrying (over 25 lbs.) – Never Squatting – Occasional Bending – Occasional Kneeling – Never Crawling – Never Climbing – Never Reaching overhead – Never Reaching forward – Occasional Pushing – Never Pulling – Never Twisting – Never Concentrating for long periods of time – Continuous Applying common sense to deal with problems involving standardized situations – Continuous Reading, writing and comprehending instructions – Continuous Adding, subtracting, multiplying and dividing – Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at [email protected] . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Posted 2 days
Senior Director of Relationship Management, Loan Origination
DLP Capital - Saint Augustine, FL
The Senior Director of Relationship Management, Loan Origination, plays a key role in sourcing commercial real estate lending opportunities aligned with DLP's investment criteria and return goals. The focus is on leveraging strong sponsor relationships to identify and secure deals that advance the company's strategic objectives. This is not a retail lending origination role. Transaction sizes range from $10M - $100M. Sales Leadership: A disciplined sales professional with deep real estate finance expertise, the Senior Director delivers value through capital solutions, education, and community-building. All actions reflect an owner's mindset, prioritizing risk mitigation for DLP and its investors. Market Presence & Relationships: Actively engaged in the market, the Senior Director builds visibility and expands DLP's network through diverse referral sources while maintaining repeat business from existing clients. Financing Solutions Expertise: Skilled in structuring and negotiating loans, mezzanine financing, and preferred equity, with a focus on ground-up development, construction, and value-add strategies for residential assets such as multifamily, build-to-rent, manufactured housing, horizontal single-family, and master-planned communities. Product & Transaction Mastery: Possesses a deep understanding of DLP's products, residential community operations, underwriting, negotiation, and transaction management. Expert in managing complex deals and executing DLP's Elite Execution System to drive superior results. What you have already achieved: (Requirements) Past experience in underwriting, with in depth knowledge and ability to utilize underwriting and structuring models. HubSpot or equivalent CRM experience preferred Strong preference for experience in ground up construction lending Strong preference for experience in Multifamily lending Must have 7+ years experience in forward facing client relationship management / sales experience, preferably in a lending, or investment business. Must have 7+ years of real estate lending (or investment) experience Preferred experience in acquisitions- land and existing housing What you are great at: (Responsibilities) Prospect & source Elite members and Elite prospects and build relationships, leveraging DLP events. Leverage F2F meetings, Zoom, phone calls, email, LinkedIn, video, text message, and other communications tools to source and close new loan and investment opportunities with new and existing sponsors Provide mentorship to new or junior originators Prepare initial underwrite & analysis on complex commercial loan and investment opportunities. Leveraging resources from the Credit Structuring team members; complete the New Business Summary for presentation of new opportunities to the Credit Committee. The RM has overall responsibility for ensuring timely and complete information from the sponsor. The representations of all information and analysis performed and presented in the NBS are "owned by" the RM. Prepares "modification memo" recommendations with assistance from Credit Structuring team members for any credit issues uncovered by the servicing team (i.e. breach in covenants, missed construction milestones, etc.). Presents to the Credit Committee as applicable. Drive client attendance at all DLP events. Proactively drive revenue by relationship based networking. Attend all required meetings and work proactively to provide solutions to improve the performance of the management company Attend all sponsor/deal pipeline meetings. Input all required data in CRM and ensure that all opportunities are at all times placed in the right stage of the pipeline Drive borrower EES engagement & utilization including attending live and virtual events, compass day, EES Tools, etc for those who opt-in Present New Business Summary to Credit Committee Lead relationship management, overall communication w/ your portfolio of borrowers and their respective portfolios w/ DLP Negotiate term sheets, OAs, contracts with a focus on driving strong investment profitability while protecting the company and our investors from risk. Lead communication and "closing" of borrowers on all loan compliance related needs. Attend ALL checklist meetings for loans in production. Proactively works with Sponsor to ensure delivery of all information. Prepares "modification memo" recommendations (with the assistance of Credit Structuring team for any credit issues discovered during underwriting/confirmatory due diligence. Presents to the Credit Committee (or delegate). Timely achievement of accomplishing and achieving EES Tools (WIGS, L10 etc.) Act as Brand Ambassador. Represent DLP & its values 24/7, recognizing that the next deal might come from an unexpected place. Promote DLP on Social Media and other channels consistent with brand standards and marketing direction. Service 6-12 active borrowers and support portfolio management in the adherence to business plan & compliance with all contractual obligations from closing through payoff What you're motivated by: Making an impact. Whether it's the residents who call our Thriving Communities home, the investors who trust us to be stewards of their capital, or the sponsors we work with to 10x their business, everything we do is about making an impact. Challenges. You see roadblocks as opportunities and are proactive in finding solutions. Growth. We've been named to the Inc. 5000 as one of the Fastest-Growing Private Companies in America for eleven consecutive years. Who We Are What We Do In One Sentence: We finance the building of Thriving Communities. Our Mission: We are changing the nation through the building of Thriving Communities. We are the leader in funding the building of Thriving Communities centered in safe, attainable housing. Our Purpose: To passionately make an extraordinary impact by transforming lives and building Thriving Communities. Our Big, Hairy, Audacious Goal (BHAG): To positively impact and transform 10 million lives by funding the building of 5,000 Thriving Communities, becoming one of America's 100 largest private companies. Our Culture: We work hard, marching towards ambitious goals driven by a purpose that's bigger than ourselves. We are impact-driven, seeking to make a difference not just on the affordable housing crisis but also in the lives of our employees, investors, and partners. We are disciplined, following our exclusive Elite Execution System to develop personally and professionally. We strive to Live Fully, finding fulfillment in all areas of our lives. Our Core Values: Driven For Greatness: We are driven by the pursuit of knowledge and the paramount importance of a growth mindset, cultivating greatness both personally and professionally. Living Fully: We prioritize living fully with a dedication to achieving optimal health in all aspects of life: faith, family, friends, freedom, fun , fulfillment, fitness, and finance. We are intentional with our time, integrating the 8fs of our life to achieve our goals & God's goals. Grit: We have the endurance and unshakable commitment necessary to achieve our visionary long-term goals. Community: We elevate the greater good over individual interests, magnifying our impact and cultivating thriving relationships with investors, sponsors, residents, and our colleagues. Authenticity: We are true to ourselves and others, steadfast in our beliefs and values. We hold ourselves and others accountable, fostering open dialogue to propel growth. Prepared to Win: We apply discipline to our thoughts and our actions, which leads us to put forth consistent effort and commitment doing the important proactive work despite the urgent priorities we face each day. We plan to win, and are prepared for volatility and challenges. Kingdom Impact: We share God's love and transformative power through our labor, serving everyone in God's likeness. The world will know God more through our work and how we do it. Twenty-Mile March: We march towards clear, well-defined goals and objectives with unwavering focus, constantly evaluating our performance and course correcting as needed. Stewardship: We are guided by our commitments to those who trust us with their capital, their communities, and their careers. Servant Leadership: We lead with high standards & deep devotion. We display as humble confidence as we build deep relationships and trust. We show the way through the forest, empowering growth, accountability, and a founder's mentality, with team members regularly asking "What else can I do to achieve the desired results?" Benefits and Perks: Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, parental leave, adoption services reimbursement/learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference. Equal Opportunity Employer: DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at [email protected]. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here. #LI-KW1 #LI-ONSITE
Posted 2 days
Risk & Independence Managed Services Director
PwC - Jacksonville, FL
At PwC, our people in risk and compliance focus on maintaining regulatory compliance and managing risks for clients, providing advice, and solutions. They help organisations navigate complex regulatory landscapes and enhance their internal controls to mitigate risks effectively. Those in enterprise risk management at PwC will focus on identifying and mitigating potential risks that could impact an organisation's operations and objectives. You will be responsible for developing business strategies to effectively manage and navigate risks in a rapidly changing business environment. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Risk Management team you are expected to lead the Risk Assessment Facilitation Team (RAFT). As a Director you are to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are also responsible for advising client service teams in risk management matters, developing requirements for risk-management systems, and preparing and presenting on risk management and quality matters. Responsibilities - Lead the Risk Assessment Facilitation Team (RAFT) - Set strategic direction and drive business development efforts - Oversee multiple projects and maintain executive-level client relations - Advise client service teams in risk management matters - Develop requirements for risk-management systems - Prepare and present on risk management and quality matters - Foster a culture of continuous improvement - Assure alignment with the firm's principles and standards What You Must Have - Bachelor's Degree - 8 years of risk, compliance or PwC experience What Sets You Apart - CIA, CISA, CEH, CISM and/or CISSP preferred - Understanding risk management and quality policies - Being a subject matter specialist - Providing leadership to Cloud and Managed Services - Advising client service teams - Developing risk-management systems - Preparing and presenting risk management matters - Communicating clearly and concisely - Supervising teams and fostering trust Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $122,500 - $504,500, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
Posted 2 days
Oracle Finance Implementation Consultant – Experienced Associate
PwC - Jacksonville, FL
At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. In Oracle finance at PwC, you will specialise in using and managing the Oracle Financials software. Oracle Financials is an integrated financial management system that provides tools for managing financial processes, such as general ledger, accounts payable, accounts receivable, cash management, and more. You will be responsible for configuring, implementing, and maintaining the Oracle Finance system. Driven by curiosity, you are a reliable, contributing member of a team. In our fast-paced environment, you are expected to adapt to working with a variety of clients and team members, each presenting varying challenges and scope. Every experience is an opportunity to learn and grow. You are expected to take ownership and consistently deliver quality work that drives value for our clients and success as a team. As you navigate through the Firm, you build a brand for yourself, opening doors to more opportunities. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Apply a learning mindset and take ownership for your own development. Appreciate diverse perspectives, needs, and feelings of others. Adopt habits to sustain high performance and develop your potential. Actively listen, ask questions to check understanding, and clearly express ideas. Seek, reflect, act on, and give feedback. Gather information from a range of sources to analyse facts and discern patterns. Commit to understanding how the business works and building commercial awareness. Learn and apply professional and technical standards (e.g. refer to specific PwC tax and audit guidance), uphold the Firm's code of conduct and independence requirements. The Opportunity As part of the Oracle Finance team you contribute to client engagement and projects, focusing on learning and developing your skills. As an Associate you support senior staff, engage in research, participate in project tasks, and develop basic skills and knowledge. You assist clients in improving business processes on Oracle packaged solutions, including Oracle Cloud, EBS, and PeopleSoft, while building relationships with clients and developing an awareness of Firm services. Responsibilities - Supporting senior staff in various tasks - Engaging in research and analysis - Participating in project tasks and deliverables - Developing basic skills and knowledge in Oracle Finance - Assisting clients in improving business processes - Building reliable relationships with clients - Developing an awareness of Firm services - Utilizing Oracle Cloud, EBS, and PeopleSoft solutions What You Must Have - Bachelor's Degree - 2 years of experience What Sets You Apart - Knowledge of Oracle application-based solutions - Improving business processes with Oracle Cloud, EBS, PeopleSoft - Functional configuration and technical development skills - Building client relationships - Awareness of Firm services - Organized and knowledgeable communication - Flexibility in prioritizing tasks - Providing guidance to less-experienced staff Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $63,000 - $140,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance #LI-Hybrid