Job Results
Financial Services
Posted 4 weeks
Financial Systems Specialist
Deloitte - Jacksonville, FL 32202
Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Financial Systems Specialist, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. The Project Talent Model is designed for professionals with specialized skills that align to a current client need. Team members focus on delivering services to clients, without additional expectations related to business development or promotion. Their employment is tied to their role on a project, and they are eligible for a benefits package that is competitive for project delivery-focused professionals. Recruiting for this role ends on June 30 th 2026 Work you'll do/Responsibilities Project Management Office (PMO) - Facilitate daily syncs: Run daily stand-up meetings to review ongoing tasks, system statuses, and upcoming reporting deadlines. Track Milestones: Monitor progress against the financial reporting calendar, ensuring all technical and operational deliverables remain on schedule. Risk Escalation: Identify potential blockers or delays in the reporting cycle and proactively escalate them to senior management and stakeholders. Task Tracking (JIRA) - Manage Boards: Maintain and update JIRA dashboards, tracking the progress of ongoing technical support tasks, system updates, and compliance checks. Ticket Hygiene - Create detailed JIRA tickets for new action items, assign them to the correct engineering or financial resources, and ensure tickets are closed out with proper documentation upon completion. Service Management (ServiceNow / SNOW) Queue Monitoring: Monitor the ServiceNow queue for incoming incidents or service requests related to financial reporting systems (such as Oracle Hyperion). Basic Triage & Routing - Perform initial triage on incoming tickets, gather necessary context from the user, and route them to the appropriate technical support tier. SLA Tracking - Ensure that all SNOW tickets are acknowledged and resolved within the defined Service Level Agreements (SLAs), particularly during critical end-of-month or end-of-quarter reporting periods. Process Documentation (SOPs) - Drafting & Updating: Write clear, step-by-step Standard Operating Procedures (SOPs) for routine support tasks and system maintenance. Compliance Alignment: Continuously review existing documentation to ensure it aligns with SOX compliance requirements and current operational realities. Knowledge Base Management: Maintain a centralized repository of SOPs, ensuring the broader support team has access to the most up-to-date procedures. Stakeholder Communication - Status Reporting: Draft and distribute daily or weekly status reports detailing system health, ticket resolution rates, and project progress. Cross-functional Liaison - Act as the primary bridge between the technical engineering teams (handling the backend systems) and the financial stakeholders (relying on the reports). Meeting Facilitation - Take clear meeting minutes, capture action items, and follow up with owners to ensure accountability. Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to provide clear guidance to others Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement management The Team AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure. These solutions are powered by engineering for business advantage, transforming mission-critical operations. We enable clients to stay ahead with the latest advancements by transforming engineering teams and modernizing technology & data platforms. Our delivery models are tailored to meet each client's unique requirements. Engineering as a Service provides complete design, implementation, and technology operations, leveraging our core engineering expertise. We transform engineering teams, modernize technology, and deliver complex programs with a product engineering approach. Our flexible delivery models-traditional teams, pools, or pods-are tailored to each client's needs, offering engineering-led advisory, implementation, and operational capabilities to accelerate innovation. Qualifications Required 3+ years of proven experience in a Project Management Office (PMO), IT Operations, or Project Coordination role, preferably within a corporate or shared services environment. 3+ years of proven experience JIRA: Hands-on experience using JIRA for task management, sprint tracking, and reporting. 3+ years of proven experience ServiceNow (SNOW): Basic to intermediate understanding of SNOW for incident, problem, and service request management. 3+ years of proven experience SOP Development: Demonstrated ability to write, format, and maintain clear Standard Operating Procedures and technical documentation. Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience Limited immigration sponsorship may be available Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve Preferred Familiarity with financial compliance frameworks (e.g., SOX) and reporting cycles. Previous experience in the Telecommunications industry or supporting enterprise financial systems (like Oracle Hyperion). Certifications such as ITIL Foundation, CAPM, or Certified ScrumMaster (CSM) Analytical/ Decision Making Responsibilities Analytical ability to manage multiple projects and prioritize tasks into manageable work products Can operate independently or with minimum supervision Excellent Written and Communication Skills Ability to deliver technical demonstrations The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $ 74,900- $147,600 You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Posted 4 weeks
Financial Systems Specialist
Deloitte - Jacksonville, FL 32202
Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Financial Systems Specialist, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. The Project Talent Model is designed for professionals with specialized skills that align to a current client need. Team members focus on delivering services to clients, without additional expectations related to business development or promotion. Their employment is tied to their role on a project, and they are eligible for a benefits package that is competitive for project delivery-focused professionals. Recruiting for this role ends on June 30 th 2026 Work you'll do/Responsibilities Project Management Office (PMO) - Facilitate daily syncs: Run daily stand-up meetings to review ongoing tasks, system statuses, and upcoming reporting deadlines. Track Milestones: Monitor progress against the financial reporting calendar, ensuring all technical and operational deliverables remain on schedule. Risk Escalation: Identify potential blockers or delays in the reporting cycle and proactively escalate them to senior management and stakeholders. Task Tracking (JIRA) - Manage Boards: Maintain and update JIRA dashboards, tracking the progress of ongoing technical support tasks, system updates, and compliance checks. Ticket Hygiene - Create detailed JIRA tickets for new action items, assign them to the correct engineering or financial resources, and ensure tickets are closed out with proper documentation upon completion. Service Management (ServiceNow / SNOW) Queue Monitoring: Monitor the ServiceNow queue for incoming incidents or service requests related to financial reporting systems (such as Oracle Hyperion). Basic Triage & Routing - Perform initial triage on incoming tickets, gather necessary context from the user, and route them to the appropriate technical support tier. SLA Tracking - Ensure that all SNOW tickets are acknowledged and resolved within the defined Service Level Agreements (SLAs), particularly during critical end-of-month or end-of-quarter reporting periods. Process Documentation (SOPs) - Drafting & Updating: Write clear, step-by-step Standard Operating Procedures (SOPs) for routine support tasks and system maintenance. Compliance Alignment: Continuously review existing documentation to ensure it aligns with SOX compliance requirements and current operational realities. Knowledge Base Management: Maintain a centralized repository of SOPs, ensuring the broader support team has access to the most up-to-date procedures. Stakeholder Communication - Status Reporting: Draft and distribute daily or weekly status reports detailing system health, ticket resolution rates, and project progress. Cross-functional Liaison - Act as the primary bridge between the technical engineering teams (handling the backend systems) and the financial stakeholders (relying on the reports). Meeting Facilitation - Take clear meeting minutes, capture action items, and follow up with owners to ensure accountability. Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to provide clear guidance to others Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement management Independently and collaboratively lead client engagement workstreams focused on improvement, optimization, and transformation of processes including implementing leading practice workflows, addressing deficits in quality, and driving operational outcomes The Team AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure. These solutions are powered by engineering for business advantage, transforming mission-critical operations. We enable clients to stay ahead with the latest advancements by transforming engineering teams and modernizing technology & data platforms. Our delivery models are tailored to meet each client's unique requirements. Engineering as a Service provides complete design, implementation, and technology operations, leveraging our core engineering expertise. We transform engineering teams, modernize technology, and deliver complex programs with a product engineering approach. Our flexible delivery models-traditional teams, pools, or pods-are tailored to each client's needs, offering engineering-led advisory, implementation, and operational capabilities to accelerate innovation. Qualifications Required 5+ years of proven experience in a Project Management Office (PMO), IT Operations, or Project Coordination role, preferably within a corporate or shared services environment. 5+ years of proven experience JIRA: Hands-on experience using JIRA for task management, sprint tracking, and reporting. 5+ years of proven experience ServiceNow (SNOW): Basic to intermediate understanding of SNOW for incident, problem, and service request management. 5+ years of proven experience SOP Development: Demonstrated ability to write, format, and maintain clear Standard Operating Procedures and technical documentation. Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience Limited immigration sponsorship may be available Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve Preferred Familiarity with financial compliance frameworks (e.g., SOX) and reporting cycles. Previous experience in the Telecommunications industry or supporting enterprise financial systems (like Oracle Hyperion). Certifications such as ITIL Foundation, CAPM, or Certified ScrumMaster (CSM) Analytical/ Decision Making Responsibilities Analytical ability to manage multiple projects and prioritize tasks into manageable work products Can operate independently or with minimum supervision Excellent Written and Communication Skills Ability to deliver technical demonstrations The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs . The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $100,400-$197,900 You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Posted 4 weeks
Regulator Reporting Senior Consultant
Deloitte - Jacksonville, FL 32202
Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Regulatory Reporting Senior Consultant, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Recruiting for this role ends on Thursday, December 31 st 2026. Work you'll do/Responsibilities The Regulatory Reporting Specialist is responsible for overseeing the preparation, review, and submission of regulatory reports within the defined scope of 40 Act and non-40 Act funds in the investment management space. This role ensures regulatory compliance, accuracy, and timeliness of all filings, while maintaining strong process governance, documentation standards, and control frameworks across various regulators such as SEC, CFTC, BEA, NFA, Treasury. The specialist serves as a key escalation point for regulatory reporting matters and supports audits, examinations, and ongoing operational improvements. Here are the specific responsibilities for this role: Manage end-to-end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring compliance with applicable regulatory requirements across various regulators such as SEC, CFTC, BEA, NFA, Treasury. Review, approve, and oversee the submission of all regulatory filings to ensure accuracy, completeness, and consistency with established standards. Maintain and enhance standard operating procedures, documentation, and control frameworks to support audit readiness and regulatory examinations. Serve as the primary escalation point for regulatory reporting issues, coordinating resolution across internal stakeholders and external service providers. Support regulatory exams, internal audits, and ad hoc data requests related to fund regulatory reporting. Drive continuous improvement initiatives to strengthen reporting quality, reduce operational risk, and improve process efficiency. Ensure appropriate knowledge transfer, cross training, and coverage to mitigate key person risk across regulatory reporting processes. The successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to provide clear guidance to others The Team Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation. Our Regulatory, Risk, & Forensic Operate offering support to clients by delivering Operate services spanning the Regulatory, Risk & Forensic portfolio. We "embed continuous advantage" through domain, industry, technology and transformation skills to perform client business functions that manage risk and deliver value-added outcomes, all while driving predictable long-term revenue, profitability, and growth. Qualifications Required Manage end-to-end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring compliance with applicable regulatory requirements across various regulators such as SEC, CFTC, BEA, NFA, Treasury. Review, approve, and oversee the submission of all regulatory filings to ensure accuracy, completeness, and consistency with established standards. Maintain and enhance standard operating procedures, documentation, and control frameworks to support audit readiness and regulatory examinations. Serve as the primary escalation point for regulatory reporting issues, coordinating resolution across internal stakeholders and external service providers. Support regulatory exams, internal audits, and ad hoc data requests related to fund regulatory reporting. Drive continuous improvement initiatives to strengthen reporting quality, reduce operational risk, and improve process efficiency. Ensure appropriate knowledge transfer, cross training, and coverage to mitigate key person risk across regulatory reporting processes. Limited immigration sponsorship may be available. Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve. Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $118,000 to $130,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Posted 4 weeks
Oracle Finance Cloud Functional Consultant – Project Delivery Senior Consultant
Deloitte - Jacksonville, FL 32202
Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Oracle Cloud Finance Lead you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities The Oracle Cloud Finance Lead will Lead end-to-end functional support for Oracle Fusion Financials, maintain production stability, enable on-time month/quarter close, ensure accurate accounting and tax results, and govern delivery of fixes and enhancements across General Ledger (GL), Accounts Payable (AP), Fixed Assets (FA), Accounts Receivable (AR), Cash Management (CM) Lead end-to-end functional support for Oracle Fusion Financials, maintaining production stability, enabling on-time month/quarter close, ensuring accurate accounting and tax results, and governing delivery of fixes and enhancements across General Ledger (GL), Accounts Payable (AP), Fixed Assets (FA), Accounts Receivable (AR), Cash Management (CM) Bring deep Oracle Fusion Financials expertise across the modules listed, with a strong focus on close execution and reconciliations. Own release management by reviewing, assessing, and testing quarterly Oracle Fusion Cloud releases and patches, coordinating business validation and deployment readiness. Troubleshoot functional issues spanning interfaces/imports (e.g., file-based loads), workflows/approvals, and accounting. Operate within ITIL-aligned incident, problem, and change processes; provide clear stakeholder communication and tight release coordination. Partner effectively with technical teams on integrations, security roles, and environment management (dev/test/prod) without needing to write code. Lead design and delivery of complex finance programs, shaping Finance & Accounting processes and securing stakeholder alignment. Demonstrate strong customer orientation-understand business needs and articulate how solutions deliver value. Identify, collaborate with, and influence key client business and IT stakeholders and internal teams to develop industry-oriented point solutions that support growth. Drive finance-domain knowledge management by sharing solutions and best practices across functional teams. Collaborate with cross-functional teams to design and implement Oracle Financials Cloud solutions tailored to the transportation and logistics sector. Elicit and analyze requirements and translate them into functional specifications for Oracle Cloud Financials, aligned to industry standards. Provide expert guidance across Oracle Cloud Financials capabilities-Receivables, Cash Management, Payables, Assets, General Ledger, and Expenses-to optimize operations. Develop and maintain clear, accessible documentation for configurations and key processes. Facilitate workshops and deliver training to improve user understanding and adoption of Oracle Financials Cloud functionality. Monitor application performance and resolve issues to minimize downtime and user impact. Assess current finance processes and recommend improvements to increase efficiency, control, and accuracy. Coordinate with IT to integrate Oracle Financials Cloud with broader enterprise platforms and upstream/downstream systems. Lead testing for new functionality and upgrades, ensuring traceability to business requirements and compliance needs. Provide ongoing production support, addressing user questions and managing a pipeline of enhancements. Stay current on Oracle Financials Cloud features and industry trends to support continuous improvement. Promote a collaborative team culture that enables knowledge sharing and innovation Independently and collaboratively lead client engagement workstreams focused on improvement, optimization, and transformation of processes including implementing leading practice workflows, addressing deficits in quality, and driving operational outcomes The Team Our Deloitte Enterprise Performance team is at the forefront of enterprise technology, working across finance, supply chain, and IT operations to deliver holistic performance improvement and digital transformation. Join our team of strategic advisers and architects, differentiated by our industry depth to collaborate with leading solution providers and leverage your experience in strategy, process design, technology enablement, and operational services to enable heart-of-the-business solutions. Enterprise Operations as a Service provides multi-year managed service contracts to support enterprise technology investments and key business processes. We ensure continuous modernization and transformative business changes through five key services: SAP Operations, Oracle Operations, IT Operations, Supply Chain Operations, and Finance Operations. Our mission is to help businesses thrive by maintaining their essential operations and enabling growth. Are you looking for a role where you can establish a deep and long term relationship with your client while delivering ongoing support and enhancements for technology and business processes through long-term contracts? Join us where you will have the opportunity to work with cutting-edge platforms like SAP, Oracle, ServiceNow, and Workday Financials. We leverage AI, automation, and analytics to streamline operations, ensuring our clients' success. Apply now and become part of a team that drives innovation and excellence! Qualifications Required 4-6 years experience with Oracle Cloud Functional Expert in Oracle development tools, some Fusion application functionality, system a dministration, Data modeling, and knowledge of a Multi-Business architecture. Efficiency in Solutioning for technical components. Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience Limited immigration sponsorship may be available Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve Preferred MBA, CA/CPA with 6-8 years of total and focus on 4-5 years of Oracle cloud experience with extensive hands on Analytical/ Decision Making Responsibilities Analytical ability to manage multiple projects and prioritize tasks into manageable work products Can operate independently or with minimum supervision Excellent Written and Communication Skills Ability to deliver technical demonstrations You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Posted 4 weeks
Relationship Banker/Senior Relationship Banker – Island Walk
Truist - Fernandina Beach, FL 32034
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
Posted 4 weeks
Business Banking Relationship Manager -Jacksonville, FL
Bank of America - Jacksonville, FL 32202
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: This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities: Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture Required Qualifications: Has proven success in consultative sales in financial services and/or business-to-business sales Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers Is passionate about outside sales and enjoys spending time prospecting Is motivated to enhance existing relationships and exceed sales goals Can analyze financial conditions of clients and industry trends Can understand and interpret financial statements and cash flow analysis Has excellent communication skills and demonstrated leadership ability Enjoys partnering and negotiating with a team of bank employees to solve client issues Demonstrated management of a client portfolio with focus on relationship development and deepening Thorough knowledge of small business financial products and services Familiarity with CRM platforms and other banking systems Desired Qualifications: Community leadership experience Strong computer skills with an ability to multitask in a demanding environment Bachelor’s Degree in business, finance, economics or related field or seven years of relevant work experience Skills: Client Experience Branding Client Management Client Solutions Advisory Customer and Client Focus Pipeline Management Credit Documentation Requirements Financial Analysis Oral Communications Prioritization Written Communications Coaching Interpret Relevant Laws, Rules, and Regulations Prospecting Risk Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
Posted 4 weeks
Director, Reimbursement, Southbank Plaza II
Baptist Health System, Inc. - Jacksonville, FL 32207
About Baptist Health Recognized as a top place to work in health care, Baptist Health cares for more patients in Northeast Florida than any other provider, ranking as “most preferred” for more than 30 years. We’re Jacksonville's only locally governed, faith-based, not-for-profit health system and provide a full spectrum of preventive and specialty care through 200+ locations and six hospitals. Our centers of excellence include Baptist MD Anderson Cancer Center, Baptist Heart Hospital, Baptist Neurological Institute and Wolfson Children's Hospital. Director, Reimbursement, Southbank Plaza The Director of Reimbursement is responsible for leading the reimbursement function for Baptist Health, including oversight of government reimbursement, net revenue budgeting, cost reporting, charge master maintenance, regulatory compliance, and reimbursement-related financial analysis. This leader provides strategic direction and operational oversight to ensure accurate reimbursement, compliance with government regulations, and timely communication of reimbursement issues impacting the Health System. The Director partners closely with Finance, Revenue Cycle, Operations, Compliance, and senior leadership to evaluate reimbursement performance, monitor regulatory changes, support financial planning, and provide analysis and recommendations related to reimbursement opportunities, risks, and trends. Key Responsibilities: Provides leadership, staffing oversight, and departmental supervision for the Reimbursement function. Ensures compliance with applicable government reimbursement regulations, reporting requirements, and industry standards. Monitors reimbursement rules, regulatory updates, and payer changes, and communicates potential financial or operational impacts to Health System leadership. Directs the preparation of annual net revenue budgets, including analysis of reimbursement assumptions, payer trends, and projected revenue performance. Oversees the preparation, review, and submission of government cost reports and related reimbursement filings. Leads and supports home office cost report preparation, review, analysis, and related reimbursement activities. Monitors monthly net revenue performance and provides leadership with analysis of variances, trends, and reimbursement-related impacts. Leads financial analysis related to reimbursement issues, regulatory changes, governmental payer programs, and other revenue-related matters. Pulls, reviews, and analyzes government reimbursement reports and related data to support financial reporting, compliance, and decision-making. Directs the maintenance and compliance of the Health System charge master, ensuring charges are accurate, current, and aligned with applicable regulatory requirements. Partners with internal stakeholders to support reimbursement strategy, financial forecasting, revenue optimization, and operational decision-making. Provides guidance and education to Health System leaders regarding reimbursement issues, regulatory updates, and financial implications. Supports audit readiness and responds to reimbursement-related inquiries, reviews, or requests as needed. Develops and maintains policies, procedures, and internal controls related to reimbursement operations and compliance. Required Education and Qualifications: Bachelor’s degree in Accounting, Finance, Business Administration, Healthcare Administration, or related field required. 5+ years of healthcare finance experience required. Home office cost report experience required. Significant experience in healthcare reimbursement, net revenue, cost reporting, finance, revenue cycle, or related financial operations required. Strong knowledge of Medicare, Medicaid, and government reimbursement regulations. Experience preparing or overseeing government cost reports and reimbursement-related financial analysis. Prior leadership or supervisory experience required. Strong analytical, communication, problem-solving, and organizational skills. Ability to interpret complex regulatory guidance and communicate impact to leadership and operational stakeholders. #LI-BHS Preferred Qualifications: Master’s degree in Accounting, Finance, Business Administration, Healthcare Administration, or related field preferred. Experience in a hospital or health system environment preferred. AHCA reporting experience preferred. Experience pulling government reports and analyzing government reimbursement data preferred. Experience with charge master oversight, net revenue budgeting, and reimbursement compliance preferred. CPA, HFMA certification, or other relevant healthcare finance certification preferred. Knowledge, Skills & Abilities Strong understanding of healthcare reimbursement methodologies and government payer regulations. Knowledge of home office cost reporting, government reporting requirements, and reimbursement-related financial reporting. Ability to lead teams, manage priorities, and meet reporting deadlines. Strong financial analysis and budgeting skills. Ability to collaborate effectively with Finance, Revenue Cycle, Compliance, Operations, and executive leadership. Excellent written and verbal communication skills. High attention to detail and commitment to accuracy and compliance. Ability to identify reimbursement risks, opportunities, and operational impacts. Primary Location: Downtown - Southbank Building 2
Posted 4 weeks
Universal Banker – Island Walk
Truist - Fernandina Beach, FL 32034
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: Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. 7. Adhere 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. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. 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. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation 6. Ability to multi-task under time constraints 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 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. One year of client relationship building or sales experience 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. 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
Posted 4 weeks
Corporate Governance Manager Senior
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Job Description The world of finance moves fast. At FIS, we’re faster. Our teams are empowered to learn, grow, and make an impact–in their careers and communities. We deliver innovation that advances the way the world pays, banks and invests. If you want to grow personally and professionally, we’d like to know: Are you FIS? About the role: Provides guidance on regulatory compliance matters, keeping abreast of evolving laws and regulations impacting the fintech industry. Conducts thorough legal risk assessments, identifying potential risks and providing proactive solutions to mitigate legal exposure. Works closely with the privacy team to develop and implement robust policies and practices related to data privacy. What you will be doing: Provide guidance and support on regulatory compliance and corporate governance matters impacting the organization and the fintech industry. Monitor and interpret evolving laws, regulations, and industry developments to assess potential business impact and recommend proactive solutions. Conduct legal, compliance, and operational risk assessments to identify potential areas of exposure and support mitigation strategies. Partner closely with Privacy, Legal, Compliance, Risk, and business teams to support the development and implementation of governance frameworks, policies, standards, and controls. Support enterprise initiatives related to data privacy, regulatory compliance, records management, policy governance, and risk management. Lead or support strategic projects and programs with enterprise-wide impact, ensuring alignment with organizational objectives and regulatory requirements. Collaborate with senior leadership and cross-functional stakeholders to drive governance initiatives and operational excellence. Assist in the preparation and maintenance of corporate governance documentation, reporting, and compliance materials. Develop and enhance processes, procedures, and operational practices to improve efficiency, consistency, and risk mitigation. Manage, mentor, and develop team members while fostering a collaborative, high-performing environment. Serve as a trusted advisor to business partners on governance, compliance, and policy-related matters. What you will need: Bachelor’s degree in Business, Legal Studies, Finance, Risk Management, or related field required; Juris Doctor (JD) or advanced degree preferred. Typically requires 8+ years of experience in corporate governance, compliance, legal operations, risk management, privacy, or related areas within a regulated industry. Experience within fintech, financial services, banking, payments, or other highly regulated industries strongly preferred. Strong understanding of regulatory compliance frameworks, governance principles, and enterprise risk management practices. Experience partnering cross-functionally with Legal, Compliance, Privacy, Risk, Audit, and business leadership teams. Demonstrated ability to lead complex initiatives and influence stakeholders in a matrixed organization. Strong analytical, problem-solving, communication, and organizational skills. Proven ability to balance strategic priorities with operational execution in a fast-paced environment. What we offer you: At FIS, we hire the best. In return, you receive exceptional benefits including: • Opportunities to innovate in fintech • Tools for personal and professional growth • Inclusive and diverse work environment • Resources to invest in your community • Competitive salary and benefits Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
Posted 4 weeks
SVP Strategic Initiatives
VyStar Credit Union - Jacksonville, FL 32202
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. SVP Strategic Initiatives ACCOUNTABILITY STATEMENT: The SVP of Strategic Initiatives will play a critical role in driving the credit union's strategic growth by identifying, evaluating, and executing key strategic initiatives. The successful candidate will be responsible for overseeing strategic planning, mergers and acquisitions, financial technology (fintech) investment portfolio, Voice of Member program, enterprise process improvement, and leading key strategic relationship building with senior executives at other financial institutions. The SVP will need to work closely with other senior leaders, particularly related to planning, prioritization, and resource coordination to successfully manage the portfolio of strategic initiatives. ESSENTIAL JOB FUNCTIONS Develop and execute the credit union's overall strategic plan, including identifying and prioritizing key strategic initiatives that will drive growth and enhance member service. The SVP works closely with relevant internal and external resources to ensure the smooth cross-departmental collaboration necessary to execute the organizations strategic initiatives. Driving outcomes to build consensus and execute to meet deadlines and targeted results. Provide leadership to VyStar’s planning process, using industry-leading tools and techniques to continually improve resource estimation, prioritization Lead the credit union's mergers and acquisitions efforts, including identifying potential acquisition targets, conducting due diligence, negotiating deal terms, and integrating acquired organizations into the credit union's operations. Develop and manage relationships with investment bankers and other organizations to help identify potential partnerships and assist with regulatory approvals and overall execution. Develop and implement financial technology investment portfolio and partnership strategies that will improve member engagement, increase operational efficiency, and drive revenue growth. Develop and implement member service analytics strategies that will improve member satisfaction and loyalty, and identify areas for process improvement. Identify opportunities for process improvement and lead initiatives to streamline operations and reduce costs. Build and maintain relationships with senior executives at other credit unions to explore strategic partnerships and collaboration opportunities. Develop and manage the budget for the strategic initiatives department, including developing and managing to defined Key Performance Indicators (KPIs). Collaborate with other members of the executive leadership team to ensure that all strategic initiatives are aligned with the credit union's overall vision and mission. Deliver on VyStar’s commitment to Doing Good by participating in community events and sponsorships. VYSTAR EXCELLENCE Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job: Focus: Focus your full attention by carefully listening to and observing client or member. Connect: Consistently be friendly and approachable. Demonstrate your care. Understand: Listen empathetically and ask questions (70%/30% rule). Counsel: Recommend solutions based on your member’s needs and objectives. Advance: Ensure that member’s expectations were exceeded. Verify necessary follow-up actions All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB QUALIFICATIONS Education and Experience Bachelor's degree in Business Administration, Finance, or similar experience. Master's degree is preferred. 10 or more years of experience in combination of strategic planning, mergers and acquisitions, financial technology, member service analytics, operations, process improvement, and relationship building with senior executives at other credit unions, including at least 5 years in a leadership role. Knowledge, Skills and Abilities Proven track record of driving strategic growth and improving operational efficiency in a financial services organization. Strong leadership skills, with the ability to quickly build relationships and lead high-performing teams. Excellent analytical skills and the ability to use data to inform decision-making. Excellent communication skills, with the ability to effectively communicate complex ideas to a variety of audiences Strong project management skills, with the ability to manage multiple projects simultaneously. Familiarity with the credit union industry and regulatory environment. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources