Job Description: Title: Account Associate – Employee Benefits Work Mode: Hybrid 1-day in-office/ Open to Remote for Florida Residents | Location/Supporting: Tampa, FL | Experience: Level-Funded and Self-Funded Plans Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: This position handles Account Associate activities for the IOA Employee Benefits team under a Producer, AE, AM, or EB Operations Team Leader. Responsibilities include client service, directing Account Coordinators, team productivity, policy administration, renewals, new policy setup, audits, data management, communication, professional development, identifying sales opportunities, and upholding IOA core values. Key Responsibilities: Client Management: Under the direction of a Producer, AE, AM, or EB Team Leader, assist in managing an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring no liability associated with errors and omissions occurs. Client Service: Deliver outstanding client service at all times, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests. Team Leadership: Direct day-to-day activities and workflow of Account Coordinator(s), including making work assignments, delegating tasks, communicating performance expectations, monitoring execution to ensure performance requirements are met, and recommending corrective actions when needed. Business Growth: Actively seek to grow IOA business, including identifying and acting on sales opportunities. Policy Management: Track policy expirations for existing clients and work proactively to ensure appropriate actions are taken to facilitate renewals. Professional Development: Support team training and development, promote a positive work environment, and seek continuous improvement. Communication: Maintain transparent communication with Producers and team members. Compliance: Ensure adherence to company policies and industry standards. Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications: 2+ years of Employee Benefits experience Active Life & Health License Exceptional customer service and communication skills Strong organizational and multi-tasking skills High accuracy in handling large work volumes Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is 42-60K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
*Position Summary: * The *Project Accountant* is responsible for managing the financial aspects of assigned projects, including billing, cost tracking, compliance with contract requirements, and ensuring accurate financial reporting. *Responsibilities:* * Management of all Billing/AR Aging related functions for assigned projects. * Manage invoices, billing, reporting and compliance for assigned projects. * Understand compliance requirements for assigned projects. * Process customer billings and pay applications. * Understand the relevant contractual terms that are in place for each project in terms of compliance, reporting and billing. * Collect and track compliance documents including but not limited to Lien waivers, Notice to Owners (NTOs), Notice of Nonpayment, Insurance Certificates. * Generate reports including A/R, Contract Status, and Job Cost. * Cash applications. * Managing collection timelines and cash forecast. * Other related duties as assigned or needed. *Qualifications:* * Bachelor’s degree in Accounting, Finance, or a related field is required. * At least 3-5 years of experience in project accounting, construction accounting, or a similar industry is preferred. * Strong knowledge of project cost tracking, billing procedures, and contract compliance is essential. * Experience with ERP systems, Sage 300, is preferred. * Familiarity with construction project management software such as Procore or Textura is a plus. Pay: $55,000.00 - $65,000.00 per year Benefits: * 401(k) * Dental insurance * Disability insurance * Health insurance * Life insurance * Paid sick time * Vision insurance Work Location: In person
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities: We’re leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients’ needs. Custom Orgs: Global LoS: Tax Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive abilities and/or a proven record of success in dealing with tax issues facing multinational US companies or publicly traded entities, especially in the areas of tax consulting and tax reporting and compliance. Demonstrates extensive abilities and/or a proven record of success as a tax technical professional, researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates extensive abilities and/or a proven record of success with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Demonstrates extensive abilities and/or a proven record of success in pricing, client value and the negotiation process, including reviewing contracts and finding opportunities to introduce new pricing options.Demonstrates extensiveabilities and/or a proven record of success in identifying and addressing client needs: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Demonstrates extensive abilities and/or a proven record of success in: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Demonstrates extensive abilities and/or a proven record of success as a team leader: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. PwC Financial Technology (“FinTech”) practice, servicing start-ups, financial services and technology companies with innovative products and offerings, is expanding rapidly with exciting opportunities. Our FinTech dedicated team is looking for a candidate to work closely on clients with the latest technologies and platforms in lending, digital banking, payments, crypto and blockchain, insurance and real estate.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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 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. 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. Learn more about how we work: https://pwc.to/how-we-work 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. #LI-Hybrid
The Financial Controller is responsible for the overall accuracy, integrity, and timeliness of the Company’s financial reporting. This role owns and continuously improves the month-end close process, leads comprehensive financial and operational variance analysis, and ensures full audit readiness across all financial functions. The Controller will maintain robust internal controls, oversee multi-entity accounting operations, and ensure compliance with GAAP and multi-state regulatory requirements. This individual is highly detail-oriented, process-driven, and capable of leading teams in a fast-paced, multi-location distribution environment. Essential Duties and Responsibilities Own and execute the monthly, quarterly, and annual close processes, ensuring accuracy and timeliness Prepare and review consolidated and subsidiary financial statements in accordance with GAAP Ensure all balance sheet accounts are reconciled monthly with proper supporting documentation Review and approve journal entries and accruals to ensure accuracy and completeness Maintain and enforce close calendars, deliverables, and accountability across the accounting team Identify and resolve close process bottlenecks, driving efficiency and consistency Preforms detailed monthly and quarterly variance analysis (actual vs. budget, forecast, prior period, and prior year.) Identify root causes of financial and operational variances, including pricing, volume, cost drivers, and process inefficiencies Develop clear, concise, and actionable financial narratives for leadership Prepare and deliver financial reporting packages, including KPIs and dashboards Lead the planning, preparation and coordination of annual external audits serving as the primary liaison with the auditors Ensure audit readiness through accurate documentation, reconciliations, and internal controls Oversee compliance with GAAP, internal policies, and multi-state regulatory requirements Support tax filings including income, sales & use, and property taxes Monitor changes in accounting standards and regulatory requirements, implementing updates as necessary Oversee day-to-day operations of General Ledger, Accounts Payable, Accounts Receivable, and Payroll functions Ensure accuracy and completeness of all financial transactions and account classifications Maintain and optimize the Company’s chart of accounts and financial reporting hierarchy Monitor and enforce accounting policies and procedures across all locations Monitor working capital metrics, including AR aging, AP cycles, and inventory related financial impacts Establish and maintain strong internal controls over financial reporting Conduct periodic reviews of control effectiveness, identifying gaps and implementing corrective action Ensure standardization of accounting practices and documentation across multiple entities and locations Manage and develop accounting, accounts receivable and accounts payable staff Establish clear performance expectations, KPIs, and accountability measures Provide ongoing coaching, feedback, and formal performance evaluations Foster a culture of accuracy, accountability, continuous improvement, and collaboration Ensure accuracy, completeness and alignment between ERP systems and financial reporting (including Computers Unlimited TIMS) Partner with IT and leadership to implement system enhancements, automation, and reporting improvements. Participate in ERP upgrades, integrations, and system implementations. Assist the CFO with budgeting and forecasting processes Support treasury and cash management activities as needed Participate in special projects, including system implementations and acquisitions Perform other duties as assigned based on business needs and organizational growth Strong knowledge of GAAP financial reporting and internal controls Exceptional attention to detail with a commitment to accuracy and completeness Advanced analytical and problem-solving skills, particularly in financial and operational variance analysis Ability to manage and prioritize multiple deadlines in a fast-paced environment Strong organizational and process management capabilities Effective communication skills, with the ability to clearly explain financial results Proficiency in Microsoft Excel and financial systems Education and Experience Bachelor’s degree in accounting or finance required CPA or CPA track strongly preferred 7–10+ years of progressive accounting experience with increasing responsibility 3–5+ years in a leadership or supervisory role Experience in distribution, manufacturing, or industrial environments strongly preferred Experience in multi-entity and multi-state operations is a plus Physical Requirements Regularly required to sit, stand, walk, speak, and hear Use of hands for computer and office functions Occasionally lift and/or move up to 25 pounds Benefits 401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Health insurance Health savings account Life insurance Paid Time Off (PTO) Parental leave Referral program Retirement plan Vision insurance
A renowned CPA firm is seeking a motivated Accountant to join our team. This role is ideal for someone who enjoys both accounting work and client interaction, with an interest in assisting with marketing and business development activities. Required Skills Basic knowledge of Microsoft Office (Excel, Word, Outlook) Strong verbal and written communication skills Ability to manage tasks independently and meet deadlines Professional attitude and willingness to learn Key Responsibilities Perform day‑to‑day accounting operations Support financial management for business clients Communicate with clients via email, phone, and meetings Assist with client outreach, relationship management, and marketing initiatives Coordinate with the NJ‑based CPA team on client deliverables Good to Have (Not Mandatory) Bookkeeping experience Tax return preparation experience (individual or business) Payroll processing experience Familiarity with accounting software (QuickBooks, Pro Series or similar) Who Should Apply Entry‑level candidates or beginners with a strong learning attitude Candidates looking to grow in both accounting and client‑facing/marketing roles Individuals seeking long‑term growth within a CPA firm We offer training, guidance, and growth opportunities for the right candidate. Bayfront Westcott House is a 16-room, full‑service luxury bed and breakfast set along the scenic waterfront in historic downtown St. Augustine, Florida. Known for its warm hospitality and elevated guest experience, the inn blends timeless Southern charm with modern comfort. Each uniquely designed room offers upscale amenities, thoughtful touches, and a relaxing atmosphere that makes every stay feel special. Guests enjoy gourmet breakfasts, evening socials, and personalized service that reflects the property’s commitment to exceptional hospitality. Its prime location places visitors steps from the city’s celebrated attractions, restaurants, and cultural landmarks, while still offering a peaceful retreat with beautiful views of Matanzas Bay. Bayfront Westcott House is dedicated to creating memorable experiences for every guest, making it an ideal workplace for individuals who value service excellence, attention to detail, and genuine connection. This is a place where hospitality professionals can grow, contribute, and take pride in delivering unforgettable stays. Job Type: fulltime, parttime Schedule: Monday to Friday Education: Bachelor's degree Work location: On-site
Teller Retail Banker -072820 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 Lem WM-8254 12100 Lem Turner Road Jacksonville 32218 Unposting Date: Ongoing Organization: Florida
Teller Retail Banker-072798 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 RC Mkt-8232 13227 City Square Dr Jacksonville 32218 Unposting Date: Ongoing Organization: Florida
Sr. Financial Analyst - Bank The Senior Financial Analyst is responsible for reviewing and analyzing financial results of the organization. Through financial modeling, this job reviews the company's financial status, including cash flow, accounts receivable, accounts payable, debt, equity, operating income, working capital, etc. Under minimal supervision, this job provides financial insights that senior management uses to inform business and financial decisions. Key Responsibilities and Duties Analyzes monthly financial results through financial models to identify drivers and explain key variances. Reviews forecasts and modeling to ensure results are timely and accurate. Leads re-forecasting activities and updating/evolving forecast models. Monitors general ledger journal entry postings during the closing process to help ensure that financial statements are accurate. Reviews ad hoc departmental reports that analyze departmental financial results versus budget/forecasts. Reviews financial reports and presentations for management that inform business and financial decisions. Provides support to junior Financial Analysts regarding challenges that require more advanced knowledge and experience. Minimum Qualifications 3 years of experience reviewing and analyzing financials Prior experience with financial reporting Preferred Qualifications 5 or more years of experience reviewing and analyzing financials for a medium-large sized bank Hands-on experience working with Power Query, Power BI, and Excel VBA Educational Requirements University (Degree) Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC Requirements: Posting end date - 5/4/26 Req Benefits: EverBank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company: Medical, dental, vision & HSA/FSA 401(k) savings Paid holidays & generous PTO Additional wellness & voluntary benefits Additional Company-provided benefit options (subject to plan terms): Tuition reimbursement Commuter Benefits Life and Disability Insurance Compensation: $82,400 - $111,500 Additional Details : EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers
About Company: NLG began with a simple vision to raise the standard in electrical contracting through integrity, quality, and lasting relationships. Our founder, Wally Budgell, started his career with a hands-on approach and a passion for learning every part of the industry. Each role and NLG began with a simple vision to raise the standard in electrical contracting through integrity, quality, and lasting relationships. Our founder, Wally Budgell, started his career with a hands-on approach and a passion for learning every part of the industry. Each role and experience shaped his belief that true success comes from putting people first, clients, partners, and teams alike. Driven by that philosophy, Wally built a company rooted in trust and innovation, where safety and quality guide every decision. What began as one opportunity grew into a collective built on shared values and a commitment to doing things the right way. Today, NLG continues to grow organically and through acquisitions with that same spirit. We are focused on connection, collaboration, and a vision for a strong future together. Our history guided us to become a single powerhouse, bringing a full breadth of services to our clients. Our goal is to be better and stronger than we were yesterday. Our Focus More capabilities. More solutions. One trusted partner for all your needs. We operate as one offering more than just a service, you get a dedicated team you can count on. NLG provides innovative solutions to your toughest challenges, whether you need to make an environment safer, stronger, or more productive. Our team delivers seamless collaboration, unmatched expertise, and exceptional results that exceed your expectations. Wherever you need it, trust NLG to provide reliable, high-quality solutions that drive success. Mission Grounded in safety, quality, and trust, we bring our best to every project and every partnership, continually raising the bar in the construction industry for our clients. Vision To continually redefine what value means for our clients through innovation, craftsmanship, and an unwavering commitment to excellence in every service we deliver. Values Collaboration across all departments helps us move faster, think smarter, and stay focused on what matters most: the work. We are united by purpose and bring our best to every project for YOU. experience shaped his belief that true success comes from putting people first; clients, partners, and teams alike. Driven by that philosophy, Wally built a company rooted in trust and innovation, where safety and quality guide every decision. What began as one opportunity grew into a collective built on shared values and a commitment to doing things the right way. Today, NLG continues to grow organically and through acquisitions with that same spirit. We are focused on connection, collaboration, and a vision for a strong future together. Our history guided us to become a single powerhouse bringing a full breadth of services to our clients. Our goal is to be better and stronger than we were yesterday. About the Role: The Senior FP&A Analyst plays a critical role in driving the financial planning and analysis functions within the organization, ensuring accurate forecasting, budgeting, and financial reporting. This position is responsible for delivering insightful financial analysis that supports strategic decision-making and operational efficiency across multiple business units. The role requires collaboration with cross-functional teams to gather data, identify trends, and develop actionable recommendations that enhance financial performance. The Senior FP&A Analyst will lead complex financial modeling efforts and scenario analysis to anticipate business risks and opportunities. Ultimately, this position contributes to the company’s long-term financial health by providing timely, data-driven insights and maintaining robust financial controls. Minimum Qualifications: Bachelor’s degree in Finance, Accounting, Economics, or a related field. 5+ years of experience in financial planning and analysis or a similar finance role. Strong proficiency in Microsoft Excel and financial modeling techniques. Experience with financial reporting tools Excellent analytical, problem-solving, and communication skills. Preferred Qualifications: Master’s degree in Finance, Business Administration, or related discipline. Professional certification such as CFA, CPA, or CMA. Experience with data visualization tools like Power BI or Tableau. Knowledge of statistical analysis and advanced data analytics techniques. Prior experience working in a multinational corporation or complex organizational environment. Responsibilities: Develop, maintain, and improve financial models to support budgeting, forecasting, and long-term planning processes. Analyze financial results, identify variances, and provide detailed explanations to senior management. Collaborate with business units to gather relevant data and ensure alignment of financial plans with operational goals. Prepare comprehensive financial reports and presentations for executive leadership and stakeholders. Conduct scenario and sensitivity analyses to evaluate potential business impacts and support strategic initiatives. Monitor key performance indicators (KPIs) and provide recommendations to optimize financial outcomes. Support month-end and quarter-end close processes by validating financial data and ensuring accuracy. Lead ad hoc financial analysis projects to address specific business questions or challenges. Skills: The Senior FP&A Analyst utilizes advanced Excel skills daily to build and refine financial models that forecast business performance and support budgeting processes. Strong analytical skills enable the candidate to interpret complex financial data, identify trends, and provide actionable insights that influence strategic decisions. Effective communication skills are essential for presenting findings clearly to senior leadership and collaborating with cross-functional teams. Familiarity with ERP systems and financial reporting tools ensures accurate data extraction and validation, streamlining month-end and quarter-end close activities. Additionally, proficiency in data visualization tools enhances the ability to create compelling reports and dashboards that facilitate understanding of key financial metrics across the organization.
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor to include teller transactions, which are not mentioned below. Specific activities may change from time to time. 1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. 2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships. 3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch. QUALIFICATIONS Required Qualifications: 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. 1. High school diploma or equivalent education 2. 2 years of client sales and service experience 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements 7. Ability to multi-task under time constraints 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. Associate’s degree or higher 2. Demonstrated ability to handle multiple priorities under time constraints 3. Excellent verbal and written communication skills 4. Ability to respond in a professional manner with a high level of service quality 5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients 6. Demonstrated ability in meeting or exceeding sales goals 7. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate 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. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work