Job Results
Financial Services
Posted 4 weeks
Employee Benefits Sales Executive
HUB International - Jacksonville, FL 32256
ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability Options Comprehensive Wellness Program Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance, because that’s important for all of us! Focus on creating a meaningful environment through employee engagement events The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! Growth potential - HUB is constantly growing and so can your career! A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives SUMMARY: As a HUB Employee Benefits Producer, you will prospect for business based on your local networks, connections, and communities. This role is vital to our success in all our product lines - from personal, commercial, employee benefits, and other coverages. As a HUB Producer, you will be supported by the HUB International corporate office and regional offices with the opportunity to create your own entrepreneurial journey. You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction. ESSENTIAL DUTIES AND RESPONSIBILITIES: Conducting sales, service, and solicitation of all forms of insurance business Maximizing growth and client retention through superior customer service Developing accounts and cross selling available products and services Generating and pursuing new client opportunities Presenting our services and solutions at prospect meetings Bringing new business prospects to closure Retaining clients by maintaining solid business-to-business relationships REQUIREMENTS: 3+ years of previous business-to-business sales experience Employee Benefits sales experience highly preferred Bachelor’s degree preferred Florida 2-15 Life and Health License preferred or required to obtain within 90 days of hire Ability to work under pressure and within deadlines Good listening skills and ability to determine clients’ needs efficiently Department Sales Required Experience: 5-7 years of relevant experience Required Travel: Up to 25% Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Posted 4 weeks
Relationship Specialist
VyStar Credit Union - Macclenny, FL 32063
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. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. ACCOUNTABILITY STATEMENT The Relationship Specialist's responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship-building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. ESSENTIAL RESPONSIBILITIES Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. Handle personal and business account transactions, open accounts, and process various types of loan applications. Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. Support and participate in all Credit Union initiatives and campaigns. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Work with relative independence to accomplish tasks. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. Actively lead by example through community service supporting the VyStar brand. Utilize excellent verbal and written communication skills. Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales. Address and overcome objections effectively while educating members about the wide array of offerings available. Perform other duties as assigned. 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 High School Diploma/GED is required. Associate’s degree is preferred. EXPERIENCE Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution. KNOWLEDGE, SKILLS & ABILITIES Ability to process accurate transactions and requests. Must possess and utilize excellent listening skills, verbal, and written communications skills. Proficient in the use of the Internet and Microsoft Office. Must have an outgoing personality and a strong desire to help people. Must be professional in appearance and attitude. Must be able to handle many tasks in a fast-paced environment. Must possess strong critical thinking and decision-making abilities. Strong communication skills and a genuine passion for sales are essential for success in this role. May stand throughout entire shift in order to assist members or other staff. 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. ADDITIONAL JOB DESCRIPTION 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 your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client’s or member’s needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. 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
Posted 4 weeks
Senior Alternatives Fund Operations Support Consultant
Deloitte - Jacksonville, FL 32202
Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Senior Alternatives Fund Operations Support 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. Work you'll do/Responsibilities Supports end-to-end investor servicing across private equity, hedge funds, real estate, and special situations strategies. Responsibilities include client onboarding, broker-dealer support, intaking and responding to ongoing investor information requests, escalation management, and fund document oversight. The ideal candidate brings alternatives fund administration experience, strong knowledge of private fund mechanics and lifecycle functions, and a proven ability to drive process improvements, manage internal and external relationships, and deliver exceptional client service. Recruiting for this role ends on December 31st, 2026. 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 supports 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 6+ years in fund operations, treasury, or cash management in asset management. Demonstrated knowledge with hedge funds, fund of funds, and private equity operations Detailed knowledge of transfer agent cash processing, reconciliations, and system integrations. Experience coordinating across multiple teams, including technology and external partners. Experience with investment management related systems, technologies, and tools such as order management systems (OMS), portfolio/investment accounting systems, performance reporting and attribution software, data analytics, etc. Strong written documentation and Excel/process workflow capabilities. Experience guiding, upskilling, or managing hybrid (on/offshore) teams is preferred. 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 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 $84,000-$102,000. 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. Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices - Deloitte US Careers Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html 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 $110,000-$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
Senior Account Executive – Data Center
Stellar Energy - Jacksonville, FL 32221
Senior Account Executive – Data Center Position Type: Full-time, Exempt, Salary Reports to: Vice President of Data Centers Location: Remote Company Summary Stellar Energy is a trusted provider of turnkey liquid-to-chip cooling solutions for the world’s leading data center and industrial manufacturing customers. As computing demand and industrial processes continue to grow, modern facilities require cooling infrastructure that can scale quickly, efficiently, and reliably. Our modular approach enables high-volume production while maintaining the flexibility to customize each solution. From Central Utility Plants to Coolant Distribution Units, Stellar Energy delivers scalable cooling infrastructure designed to support the rapid expansion of data centers and mission-critical industrial operations. Backed by deep engineering expertise and large-scale manufacturing capability, Stellar Energy helps customers deploy critical infrastructure faster and with confidence. Summary Objective The Senior Account Executive serves as a strategic leader responsible for driving long-term growth, customer engagement, and market expansion specifically within the data center segment. A core requirement of this role is in-depth, proven experience working with data center accounts and understanding their critical infrastructure needs. This role builds trusted executive-level relationships, develops and executes targeted account strategies, and collaborates across internal teams to deliver innovative energy, cooling, and infrastructure solutions tailored to data center environments. By leveraging deep expertise in the data center industry, critical customer insights, and a consultative sales approach, the Senior Account Executive identifies new opportunities, advances co-innovation initiatives, and positions Stellar Energy as a preferred partner in supporting customers' sustainability, operational, and digital transformation objectives. Essential Functions Customer & Partner Leadership Act as one of the executive points of contact for the customer, cultivating trusted partnerships with senior stakeholders across sustainability, infrastructure, operations, and procurement. Develop strategic, enterprise-wide relationships with the customer to advance shared objectives in clean energy adoption, data center efficiency, thermal management, and digital transformation. Lead joint account planning, co-innovation initiatives, and the alignment of go-to-market strategies to optimize growth opportunities and enhance customer satisfaction. Gain a deep understanding of customer business priorities and translate these insights into actionable solutions, leveraging the full breadth of Stellar Energy’s portfolio. Business Growth & Strategy Foster a collaborative environment by actively engaging with teammates and cross-functional partners to develop and execute a comprehensive global strategy for the account, ensuring alignment with Stellar Energy’s strategic objectives. Demonstrate thought leadership and provide actionable market insights within the customer’s ecosystem to shape effective strategies, build strong partnership frameworks, and establish robust governance models. Take ownership in driving revenue growth and expanding market share, positioning Stellar Energy’s solutions as differentiated and industry-leading through close collaboration with the customer. Identify and cultivate opportunities for joint development, pilot projects, and co-innovation initiatives in areas such as thermal management, controls, energy and cooling, and sustainable solutions. Oversee the complete sales cycle including prospecting, qualification, solution design, proposal, negotiation, and close specific to the account. Hyperscale Client Expertise Cultivate unparalleled domain authority in the data center market, translating deep subject matter expertise into actionable strategies. Deliver strategic foresight by analyzing customer’s investment trajectories, emerging technologies (like AI and advanced cooling solutions), and policy shifts to proactively shape customer requirements and dictate market direction. Orchestrate and nurture high-impact strategic alliances within customer’s ecosystem, collaborating with key technology innovators, developers, and sustainability pioneers to unlock and accelerate joint business opportunities. Champion the adoption of high-efficiency and sustainable cooling solutions in data center environments, supporting customer decarbonization goals. Steer internal product innovation and commercial roadmaps by systematically embedding crucial customer feedback and market intelligence, guaranteeing that Stellar Energy’s solutions remain acutely aligned with evolving and client-centric needs at the account. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Competencies Success in this role requires a mindset to champion a 'One Team' culture, prioritizing collective success through positive collaboration and partnership Revenue Growth & Market Share: Year-over-year expansion within the account Strategic Alignment: Depth of partnership, co-innovation initiatives, and multi-year agreements with the customer Customer Satisfaction: Measured improvement in customer engagement to elevate trust. Enterprise Collaboration: Effective product expansion across all business units and global teams Work Location This position is approved for telecommuting and remote work. Work Environment Most work is performed in an office environment Physical Demands While performing the duties of this job, the employee is regularly required to sit. The employee frequently is required to walk; use hands to finger, handle or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand. The employee must frequently lift or move objects up to 10 pounds and occasionally lift or move objects up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and the ability to adjust focus. Position Type/Expected Hours of Work This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Travel Some occasional travel may be necessary Required Education and Experience. Bachelor’s degree in business, engineering, marketing, or related discipline required. MBA or equivalent advanced degree preferred but not required 10+ years of experience in enterprise sales, strategic account leadership, or global partner management, with a strong focus on data center clients, preferably in cooling or HVAC equipment sectors Experience managing hyperscale and colocation data center customers. Proven track record managing large, complex, global accounts and delivering transformational customer partnerships Exceptional commercial acumen with expertise in energy, cloud infrastructure, and enterprise technology solutions Demonstrated ability to build trusted executive relationships and drive joint value creation Strong leadership, coaching, and collaboration skills with experience leading in a matrixed global organization Excellent communication, negotiation, and stakeholder management abilities Preferred Education and Experience Education and experience that is above and required to be successful in position. Work Authorization Must be authorized to work in the USA. Annual Base Salary Range $95,000 - $105,000k Benefits Summary We offer a competitive benefits package designed to support your health, financial well-being, and work-life balance: Medical, dental, and vision insurance (multiple plan options; preventive care covered at 100% in-network) Health Savings Account (HSA) with company contributions 401(k) with company match (100% match up to 3% + 50% match up to 6%) Company-paid life insurance and AD&D coverage Short-term and long-term disability coverage options Supplemental benefits including accident, critical illness, and hospital coverage Wellness programs, including incentives up to $300 annually and a no-cost weight management program Virtual healthcare options, including $0 virtual visits in many cases Additional voluntary benefits including legal services and pet insurance Competitive PTO plan for exempt and non-exempt employees Stellar Energy Americas Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Stellar Energy Americas Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Posted 4 weeks
Senior Finance Transformation & Reporting Analyst
Fortegra - Jacksonville, FL 32256
Fortegra is seeking a Finance Transformation & Reporting Analyst to support enterprise‑level financial reporting, data accuracy, and process improvement initiatives. This role partners closely with Finance, Accounting, and leadership teams to deliver high‑quality financial information and enhance reporting efficiency across the organization and with DB Insurance. Minimum Qualifications: Bachelor's degree in accounting, finance, analytics or related field. 2-6 years in financial reporting, FP&A, public accounting, or finance transformation. CPA certification or progress toward certification preferred. Insurance industry experience and Korean language skills are a plus. Primary Job Functions: Prepare quarterly, annual, and ad hoc financial reports for executive leadership and the parent company. Support reporting across GAAP, Statutory, IFRS, and K‑ICS frameworks. Validate and reconcile financial data to ensure accuracy, completeness, and integrity. Improve reporting processes, automate recurring deliverables, and strengthen financial controls. Analyze financial and operational data to identify trends and provide actionable insights. Collaborate with Finance, Accounting, Premium Operations, and Actuarial teams to meet reporting needs. Document reporting processes, data definitions, and validation rules; support audit requirements. The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform. Skills & Competencies Required: Strong analytical, data management, and problem-solving skills. Strong financial analysis, reconciliation, and data validation skills. Experience with Oracle Financials, financial datasets, and BI tools (Power BI or Oracle OAC). Advanced SQL preferred; strong Excel required. Open to travel as business needs dictate to support reporting with global structure. Additional Information: Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more. Fortegra is not accepting unsolicited resumes from search firms for this position. Internal Notice: As part of our commitment to talent development, this position is open for internal promotion applications at the time of public posting. Job Posting Disclaimer: Fortegra has recently been made aware of unauthorized communications regarding career opportunities by individuals not associated with Fortegra or our recruitment team. Fortegra will only contact you from the Fortegra domain address (@fortegra.com). If you receive a message from someone posing as a Fortegra recruiter via text message, WhatsApp, Telegram or other messaging platform, please report it as phishing and block the sender. #LI-Onsite Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
Posted 4 weeks
Strategy Execution Officer
Hueman PE Talent Solutions - Jacksonville, FL 32224
Job Description: The Strategy Execution Officer (SXO) is a critical role that supports the C-Suite within the Rotunda Capital Partners’ portfolio and provides an opportunity for MBA graduates to lead critical functions. An SXO will report directly to the company CEO and will have an assigned mentor from Rotunda. The SXO will take on the company’s most important value creation initiatives. Potential Responsibilities: · Leadership and Strategy: As an instrumental part of the senior team, provide leadership toward value-added activities and support operational and departmental excellence · Growth Strategy: Lead and perform growth initiative analyses, including new geographies and product adjacencies. Coordinate cross-functional input, synthesize into aligned recommendations, and supplement recommendations with financial modeling and analysis · M&A Strategy & Execution: Develop prospective M&A target lists and acquisition / integration playbooks, lead development of synergy assessment, integration project management and implementation and measurement of strategic initiatives and synergies at acquired companies · Strategic Financial Partner: Lead and perform growth initiative analyses, including coordinating cross-functional input, synthesizing inputs into aligned recommendations, and supplementing recommendations with financial modeling and analysis · Implementation of Rotunda Performance Systems (RPS) Playbooks: Work with Rotunda’s data and analytics staff, communicate with Rotunda’s deal team, train the company’s team and partner on strategic initiatives and processes, monitor and measure success, recommend tactical and strategic changes to achieve the greatest impact and oversee outside vendors · Operational Execution: Utilize metrics, dashboards, operational checklists, and key performance indicators to drive optimal team performance; hold weekly meetings with middle managers to identify key operational insights and drive improvements where needed · Drive Innovation: Provide leadership toward additional value-added activities and support operational and departmental excellence · Technology Strategy: Lead strategic investments in technology through evaluation of solutions and service providers, project implementation, and change management · Executive Sessions: Join weekly executive team meetings and monthly Board of Directors meetings to provide insights and recommendations, including taking primary responsibility for putting together presentations and communicating progress against strategic initiatives · Represent Company: Through personal example, establish the style and approach which will characterize the company’s dealings with the marketplace Mentorship & Growth Opportunities: · Opportunity to lead team and report to the Chief Executive Officer/President at early-career stage · Assigned mentor from portfolio company Board or Rotunda network · Monthly Board of Directors meetings · Rotunda SXO training, network, and semi-annual summit Qualifications: · Masters in Business Administration (Class of 2026 or earlier) · Minimum of 4 years of total work experience · Prior experience in management consulting, corporate strategy, or in an operational role at a private equity-backed company preferred · Strong interpersonal and communication skills; experience in effectively communicating key data in a concise manner, including presentations to board or other outside partners · Ability to work in collaboration with the executive team and staff members of varying education and experience levels · Ability to lead teams and inspire high attention to detail · Advanced Microsoft Office experience; strong Excel and Microsoft PowerPoint expertise is critical · Exceptional written and oral presentation skills; ability to present concisely and with detail · Strong organizational skills; must be able to manage and prioritize multiple business objectives and projects with the proper sense of urgency
Posted 4 weeks
Fraud Ops Analyst
Citi - Jacksonville, FL
Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview The Intmd Associate Fraud Ops Analyst assists in developing, implementing, and maintaining an effective fraud prevention program for the International Private Bank (IPB) organization. This role leverages strong operational expertise, supported by data analysis and reporting capabilities, to proactively identify, mitigate, and respond to fraud risks, ensuring the safeguarding of Citigroup, its clients, and assets. Responsibilities: Fraud Alerts: Review and confirm alerts received by CBNA for IPB U.S clients related CBOL wires, suspicious activity and escalated cases. ATM Monitoring: Review accounts that have cash withdrawals in excess of a threshold or unusual pattern. Checks: Monitor checks that trigger alerting parameters in place and confirm legitimacy. RSM: Review fraud related cases that are opened by the business to the fraud unit pertaining to failed ids and suspicious activity. Second day review: Review and confirm all changes to client from countries considered high risk. Assist the Fraud Prevention Unit manager with various projects and initiatives, leveraging data-driven insights. Effectively provide updates and communicate key initiatives to senior management, supported by comprehensive reporting. Identify emerging risks and contribute ideas to implement mitigating controls, utilizing data analysis to predict fraud issues. Attend meetings/conference calls as required and serves as a subject matter expert for team supported. Review goals, financial targets, strategy program, metrics, and reporting, actively contributing to their development and analysis. Develop diagnostics capabilities to predict fraud issues and address them, informed by robust data analysis. Analyze loss data to identify fraud trends and develop project plans to reverse trends and reduce losses, utilizing various data tools. Search for root cause of fraud and develop programs to close any gaps, often requiring in-depth data investigation. Perform capacity plans and contribute to the achievement of the Fraud Unit team goals. Interacts with all levels of managers, internal departments, and external clients to resolve complex issues, often using data to support findings. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Data Integrity & Analysis Support: Investigate data anomalies within fraud data sources to ensure accuracy and integrity, supporting operational reviews and reporting. Reporting & Dashboard Assistance: Assist in the development and maintenance of operational reports and dashboards to provide timely insights for fraud prevention initiatives. Technical Data Support: Leverage basic SQL queries and data analysis tools to efficiently extract and manipulate data for fraud investigations and operational reporting. Process Improvement: Identify opportunities for process automation within operational fraud prevention tasks to enhance efficiency. Cross-functional Collaboration: Collaborate with cross-functional teams to improve data flow and reporting capabilities relevant to fraud operations. Qualifications: 2-5 years of related experience Minimum two years related experience; Banking or fraud prevention experience preferred. Strong Leadership and Analytical skills. Flexibility/Ability to Manage Change/ Attention to Detail. Good Communication and Presentation Skills. Team-oriented/ Team player/ Positive attitude. Intermediate Microsoft Office (Word, Power Point, Outlook). Advanced Microsoft Excel, preferably experience with data analysis such as PIVOT tables. Familiarity or basic experience with Business Intelligence (BI) tools (e.g., Tableau Desktop/Server) for data visualization is a plus. Exposure to SQL for data querying and extraction is highly beneficial. Basic understanding or exposure to scripting languages (e.g., Python) for data manipulation or automation, or workflow automation tools (e.g., KNIME) is a plus. Awareness of AI/Machine Learning concepts in the context of data analysis and fraud detection is considered an asset. Preferred / Nice-to-Have Skills Exposure to fraud analytics, risk management, or regulatory reporting Experience with Tableau Prep, Python, KNIME, or Big Data tools Understanding of database design and query optimization Familiarity with enterprise reporting environments Experience working on analytics or reporting projects - Job Family Group: Operations - Services - Job Family: Fraud Operations - Time Type: Full time - Primary Location: Jacksonville Florida United States - Primary Location Full Time Salary Range: $56,020.00 - $78,180.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. - Most Relevant Skills Please see the requirements listed above. - Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. - Anticipated Posting Close Date: Jul 02, 2026 - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Posted 4 weeks
Senior Middle Ticket Underwriter
United Community Bank - Ponte Vedra Beach, FL 32081
Overview: Navitas Credit Corp, a leading financial services firm and INC Magazine 5000 fastest-growing company, is seeking a Senior Middle Ticket Underwriter to join our Credit team. We specialize in providing financing solutions to small and mid-sized businesses across the U.S., helping them grow and remain competitive. At Navitas, you’ll find an entrepreneurial, growth-oriented culture with opportunities to make a meaningful impact while advancing your career. Reporting to the Chief Credit Officer, the Senior Middle Ticket Underwriter is responsible for evaluating and making credit decisions on new business transactions in alignment with Navitas’ credit policies. This role also partners closely with Sales to support deal flow while maintaining sound credit standards. What You’ll Do: Analyze financial statements, tax returns, personal credit reports, Dun & Bradstreet reports and other third party information to determine the borrower’s creditworthiness. Complete financial spreads and PD templates as required by Navitas’ credit policies. Make credit decisions on transactions within assigned credit authority and make recommendations on transactions requiring local Credit Committee approval or UCBI Bank approval. Correspond and interact with Sales personnel to communicate the need for additional credit information as well as communicating justification for decisions. Recommend changes to Navitas’ credit guidelines as needed to ensure maximum efficiency while maintaining sound credit decisions. Complete assignments within due dates, if applicable. Requirements For Success: 4-year College or University degree preferred, or 5+ years related experience and/or training, or equivalent combination of education and experience. Computer skills required: Excel spreadsheets Previous equipment leasing/loan industry experience required. Prior franchise lending experience is a plus. Strong analytical and problem-solving abilities Excellent mathematical and financial modeling skills Highly organized with exceptional attention to detail Ability to prioritize, multitask, and work efficiently under tight deadlines Sound judgment in complex and non-standard scenarios Effective communication skills, including delivering difficult decisions professionally Ability to collaborate across teams and manage competing stakeholder needs Conditions of Employment: Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status: Non-Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range: USD $68,287.00 - USD $113,209.00 /Yr.
Posted 4 weeks
Revenue Cycle Specialist | Patient Financial Services
UF Health - Jacksonville, FL 32209
Overview: Revenue Cycle Specialist Drive accurate billing and efficient collections—playing a key role in optimizing revenue cycle performance and patient financial experience. Location: Jacksonville, FL (update if different) Work Style: Onsite / Hybrid / Remote (select as applicable) Manages the end-to-end patient billing process to ensure accurate and timely claim submission and reimbursement. Verifies insurance coverage, resolves billing discrepancies with providers and payers, and analyzes accounts receivable to support effective management of outstanding balances. Guides patients through payment options and financial assistance programs while ensuring compliance with healthcare regulations and billing policies. Collaborates with internal teams to support revenue cycle improvements, system enhancements, and initiatives that drive efficiency and optimize collections. Responsibilities: Revenue Cycle Specialist – Key Responsibilities • Manage the end-to-end patient billing process to ensure accurate and timely claim submission • Verify patient insurance coverage and resolve billing discrepancies with payers and providers • Analyze accounts receivable and follow up on outstanding balances to support timely collections • Guide patients through payment options and financial assistance programs with a focus on service and compliance • Ensure adherence to healthcare regulations, billing policies, and organizational standards • Support revenue cycle improvement initiatives, including system upgrades and process enhancements • Collaborate with internal teams to optimize workflows and enhance overall revenue collection performance Qualifications: Minimum Qualifications Education High School Diploma or GED required Associate’s degree in Healthcare Administration, Business, or a related field preferred Experience • 2+ years of experience in patient billing and revenue cycle operations • Knowledge of insurance verification and claims submission processes • Experience resolving billing discrepancies and managing accounts receivable • Strong customer service and communication skills • Familiarity with healthcare billing regulations and policies Preferred Qualifications Education/Experience • Some college-level coursework in business, finance, or accounting preferred • Related experience in a hospital or healthcare environment preferred • Experience with Epic or other revenue cycle management systems preferred
Posted 4 weeks
Automotive Finance Manager – Coggin Toyota at The Avenues
Asbury Automotive Group - Jacksonville, FL
About Asbury Coggin is part of Asbury Automotive Group (NYSE: ABG) is a Fortune 500 company and one of the largest franchised automotive retailers in the United States. We are redefining the traditional dealership model through innovative technologies such as Clicklane and through our commitment to our team members, guests, and partners. Our culture which is grounded in our North Star and Compass and powered by our DRIVE values, focuses on the vision of becoming the Most Guest Centric Automotive Retailer. At Asbury, we work together to provide exceptional experiences for our guests while promoting a fun, supportive and inclusive environment where team members can thrive both personally and professionally. Based on our efforts, we have been recognized as one of the best places to work by both Newsweek and US News & World report. Do you have a passion for developing talent, providing exceptional guest experiences, and being an innovator in the automotive industry? As an Automotive Finance Director, you will have the opportunity to make a positive impact on our business and in the lives of our team members and customers every day. We are looking for strong, energetic, people-focused team members who will help us redefine the car-buying experience. The Finance Director is responsible for structuring finance deals for all producers and for keeping up with all federal, state, local laws and ensuring they are being followed. It is also the expected that the Director will manage deal flow to maximize profit, manage department revenue which includes charge-backs and adjustments including contracts in transit. • Work directly with our employees and customers to develop relationships and help bridge disconnects in the sales process • Oversee, train and develop Finance staff • Coach, mentor, and lead finance staff to top of market PVR numbers • Work with finance team to improve bank relations and reduce C.I.T. errors • Build rapport with customers to build a base of referrals to establish customer network • Sell finance & insurance products to customers • Maintain impeccable reputation with lenders • Produce and submit accurate paperwork for title work and to secure funding from finance sources in a timely manner • Meet monthly objectives • Must be able to give a proper menu presentation • Must understand tag and title laws; DMV • Adhere to all local and national regulations and work with sales management to ensure maximum profit • Work with service advisors when they turn over customers for warranty information • Must have a minimum of three years Automotive Finance Experience Required • Must have a strong work ethic, great attitude and adhere to a strong code of personal ethics • Must have an excellent track record of proven performance • Must be self motivated and goal driven • Must be a team player with excellent leadership skills and strong attention to detail • Must be able to create and maintain customer relationships • Must be proficient in computer skills (Internet, MS Outlook, Dealertrack, ADP/CDK) • Must be a minimum of eighteen years of age • Must be able to pass pre employment screening (background and drug) Company Benefits: Pay and Recognition: • Weekly pay • Paid holidays & paid time off • Paid training • Stock Awards (select management and front-line team members eligible) Insurance / Retirement: • Insurance: medical, vision, dental, accident, critical illness and hospital indemnity plans • Up to 12 weeks paid pregnancy leave (disability leave) • Paid Parental Leave • Health savings • Flex spending accounts (tax-free) • Short-term and Long-term disability plans • Life Insurance (Whole Life and Term) • 401k with company match • Pet Insurance Learning, Tuition Assistance and Career Development: • Digital career path tool to assist with career development • Continuous training through Asbury's Internal Learning Management System Professional growth and development opportunities. Additional advantages: • Technician Student loan relief resources • Employee assistance program • Employee discounts on parts and service repairs • Scholarship awards • Opportunities to join our community service initiatives, which includes paid volunteer hours • Employee referral program with bonus opportunities Asbury Automotive Group is an equal opportunity employer. We provide equal employment opportunities to all individuals regardless of their race, color, religion, sex, national origin, age, disability, pregnancy, sexual orientation, gender identity, genetic information, or any other protected category as defined by applicable laws. We prohibit discrimination or harassment based on any of these characteristics and affirm our commitment to fostering an inclusive and diverse workplace.