Job Results
Financial Services
Posted 4 days
Commercial Lines Producer
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 Commercial Lines Producer, you will have the opportunity to sell insurance products and services for a global leader in the industry. We offer rewarding opportunities for experienced professionals and training for motivated individuals seeking career development. If you are a career-driven, entrepreneurial self-starter, this is an opportunity to achieve your full potential with HUB International! ESSENTIAL DUTIES AND RESPONSIBILITIES: Provide insurance related information and guidance to field/clients Prospect, identify, and develop new clients from referral or cold calling Educate clients on HUB’s value, service, and offerings Prepare/assist in contracting of clients and any required paperwork Develop and maintain current knowledge of HUB’s core business partners and their products Work optimally with team to ensure sales targets are achieved Work with clients to ensure the optimal coverage is offered, including quoting and/or follow-up Support clients by providing technical support, product education, etc. Maintain and continually update HUB’s client database Attend and participate in ongoing education for industry knowledge REQUIREMENTS: Minimum of 3 years of industry experience Currently licensed in good standing in required lines and states. Strong communication, interpersonal, multi-tasking, and organizational skills required The preferred candidate is a team player with a great attitude, self-motivation, and the ability to work in a fast-paced environment Bachelor’s degree preferred or equivalent working experience Working knowledge of Microsoft Office Products Department Sales Required Experience: 5-7 years of relevant experience Required Travel: Up to 25% Required Education: Bachelor's degree (4-year degree) 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 days
Customer Service Specialist
Evans Delivery Company - Jacksonville, FL 32216
Description: The Customer Service Specialist, known internally as "Capacity Services Specialist", plays a critical role in building and maintaining strong relationships with Independent Contractors and Agents while also coordinating with state agencies, vendors and internal departments for licensing, IFTA and other regulatory requirements. This role focuses on proactively identifying potential concerns, resolving issues, and providing resources to ensure a positive experience. Essential Job Duties Serve as the corporate point of contact for Independent Contractors, maintaining regular communication to build trust and long-term relationships Assist drivers in resolving issues related to operations, pay, equipment, permits, or insurance by coordinating with the appropriate departments Order, research, and complete previous employment verifications (VOEs) in compliance with company and regulatory requirements Process and manage enrollment, renewals, and replacements for IRP and other third-party services including but not limited to UIIA, FEC, CBA, DAT, and ITS in compliance with state and federal regulations Review IRP applications for new units, ensuring all supporting documents (titles, 2290s, etc.) are complete and accurate Maintain organized and up-to-date records of all plate assignments while also monitoring expiration dates to avoid lapses in compliance Accurately manage all driver and equipment cancellations in compliance with company policies and procedures Coordinate driver transfers between trucks and/or Agents, ensuring seamless transitions and proper recordkeeping Review IRP enrollments and Independent Contractor recurring deductions to verify accuracy and ensure proper fund recovery Compile and organize Driver Bags and Binders for the welcome box, ensuring all necessary materials are included and presented effectively Track office inventory and notify supervisor when materials become low Receive packages from FedEx/UPS/USPS and distribute to appropriate parties; log items return by Independent Contractors Perform special projects as needed Requirements: Required Qualifications High School Diploma or equivalent 1+ years of experience in customer service or administration Proficient with Microsoft Office Suite Basic computer skills Strong typing skills Excellent interpersonal skills Ability to remain patient and calm under pressure Strong time management and organizational skills with the ability to quickly pivot from one task to another and reprioritize throughout the day Strong problem-solving skills Excellent communication skills Preferred Qualifications 1+ years of experience in the trucking industry Associate’s degree Why The Evans Network of Companies (ENOC) is Different At ENOC, we’re more than a workplace—we’re a family. Here’s what sets us apart: People & Leadership: We prioritize building strong, meaningful relationships with our employees. Our leaders are approachable, supportive, and dedicated to fostering an environment of growth, trust, and open communication. Engaging Job Duties: We understand that fulfilling work leads to job satisfaction. At ENOC, we offer meaningful roles that challenge and empower employees to excel in their areas of expertise while providing the opportunity to make a tangible impact. A Family-Oriented Culture: We treat every employee like family. From offering support during life’s challenges to celebrating milestones together, the sense of community and genuine care here sets us apart. You won’t just work with colleagues; you’ll work with friends. Positive Work Environment: We foster a culture that emphasizes respect, collaboration, and well-being. The environment is designed to inspire creativity and productivity while promoting a healthy work-life balance, making it a place where you can thrive both professionally and personally. What's in it for me? Individual Coverage Health Reimbursement Arrangement (ICHRA): Evans provides a monthly employer-funded allowance for employees to purchase the individual health insurance plan of their choice through our ICHRA partner, Take Command. This flexible model empowers employees to select coverage that fits their needs, location, and budget. Dental and Vision Insurance Company Paid Life Insurance and Accidental Death & Dismemberment (AD&D) Insurance Company Paid Short Term Disability Insurance Company Paid Long Term Disability Insurance Hospital Indemnity Insurance Long-Term Care Insurance Program Supplemental Term Life Insurance Accident Insurance Critical Illness Insurance Employee Assistance Program (EAP) Flexible Spending Account (FSA) Health Savings Account (HSA) 401K with up to 4% Employer Safe Harbor Matching Paid Vacation 8 Paid Holidays 1 Floating Holiday Identity & Fraud Protection Pet Insurance Paid on a weekly basis! Employee referral bonus program ($500) The opportunity to work with good humans! Schedule - In Person, On Site Monday - Friday, 8:00am - 5:00pm Location Address 4500 Salisbury Road, Suite 160, Jacksonville, FL 32216 We have always been & will always be a family business. When a person partners with The Evans Network, they become a part of our family. That was the belief of our founder, Albert L. Evans, Sr. Founded in 1939 in Pottsville PA, the company has evolved into the largest Intermodal Drayage provider in the United States. As of today, expanded operations include Truckload, Flatbed, LTL/Final Mile and transportation/logistics services. The Evans Network of Companies is an Equal Opportunity Employer. Candidates who accept a conditional offer of employment will be required to complete a background check and employment verification, including the prior 7 years of employment history, consistent with applicable law. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions: This position operates primarily within a controlled office environment. The noise level in the work environment is low to moderate. Employees may experience swings in work-related demands of this position. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel, and talk and hear. The employee frequently is required to stand, sit, and reach with hands and arms. The employee is occasionally required to walk and stoop, kneel, crouch, or bend. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus. The position often requires sitting for long periods of time in front of a computer. Note This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.
Posted 4 days
Business Manager, Duckhorn
Breakthru Beverage Group - Jacksonville, FL 32202
Are you a current Associate? To be considered, you must submit your application through the internal Career Portal (Jobs Hub). Click here to access. Time Type: Full time Remote Type: Job Family Group: Sales Job Description Summary: The Business Manager serves as their assigned suppliers’ primary POC in the market. Masters and drives the 5 Core Competencies: business planning, performance evaluation, product and inventory management, pricing and revenue management, demand planning /forecasting/ budgeting. Works with cross-functional stakeholders to develop and implement business plans. Responsible for embracing and developing behaviors consistent with BBG’s Trade Development mission. Must always adhere to the established business rules. Must embrace and support BBG’s Reliability Model. Serves as the local market expert on customers, brands, key sales drivers, trends, and market dynamics . Job Description: Job Responsibilities: Business Planning Embrace and develop behavior consistent with our Trade Development mission Establish business planning cadence with assigned suppliers Develop monthly execution/business plan for assigned suppliers Execute business planning cadence with identified sales leads Consistently provide monthly/ comprehensive and timely sales information documents to emphasize brand building activities/elements Identify local market and investment opportunities by leveraging key sales drivers Develop and provide sales documents to also include pricing, advertising, POS, sell sheets (to include supporting analytics) Develop, negotiate, and communicate incentives and up to 20 rationalized goals per supplier/brand/product Responsible for Goal model management for assigned suppliers Always adhere to established business rules Performance Evaluation Consistently evaluate performance metrics on all key activities Ensure that supplier scorecards are in place and comprehensive Provide regular updates on performance metrics vs. budget Embrace and always support our Reliability Model. Product and Inventory Management Collaborate on effective ways of working with Data Stewards Ensure sales blocks and purchase blocks are properly managed Ensure allocation business rules are in place and consistently followed In partnership with Finance, identify over-inventory products Measure and action aged and over-inventory products Establish business rules for innovation, discontinued and vintage rolls Pricing and Revenue Management Establish effective ways of working with Revenue Management Engage and negotiate with suppliers on the timing related to price changes Establish consistent and effective approach for pricing communication with sales Ensure that pricing business rules have been mastered and are consistently followed by Revenue Management and Sales teams Negotiate and manage tactical BBG budget to ensure effective investment spending Demand Planning/ Forecasting/ Budgeting Establish effective ways of working with Demand Planning Actively participate in and prepare for monthly Demand Process Actively establish and manage the local BBG market financial budget Negotiate and manage tactical budget with assigned suppliers (LMF) to ensure effective investment spending Negotiate and manage local supplier objectives Establish LMF settlement procedures with finance and consistently execute to result in driving program effectiveness Consistently provide forecast anomalies to purchasing/demand planning Other duties, as assigned by the jobholder’s supervisor, may also be required. Minimum Qualifications: Bachelor’s degree in related field and/or equivalent training and work experience Minimum of 5 years’ experience in industry Advanced PC skills using MS Office and other various computer programs including presentation software Must be a results-oriented professional with verbal/written communication skills using diplomacy and discretion as well as customer service skills Ability to multi-task, work independently and/or within a team, pay attention to detail and meet deadlines Strong business planning and collaboration skills Knowledge of trade development fundamentals (supplier, sales, customer, and brand) Strong sales, finance, budget management, negotiation, and management skills Ability to translate Strategy into relevant marketplace activity Analytic and Reporting skills Utilize sound judgement and problem-solving skills Ability to work in fast-paced, high-volume, team environment Preferred Qualifications: Previous management experience Relevant cross-functional experience (finance, operations, IT, HR, project management, etc.) Proficient in analysis of syndicated consumer data (IRI, Nielsen) Budget and/or P&L experience with major CPG company Physical Requirements: While performing the duties of this job, the employee is regularly required to, stand, sit; talk, hear, and use hands and fingers to operate a computer and telephone Competencies: May help coordinate the work of junior members of the team. Resolves issues which are often varied and non-routine. Undertakes analysis and investigation to solve issues. This job description is only a summary of the typical functions of this position, not an exhaustive or comprehensive list of all possible job responsibilities, tasks and duties. Responsibilities, tasks, and duties of individual jobholders may vary from the above description. - - Breakthru Beverage Group is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information and other legally protected characteristics. The EEO is the Law poster is available here. If you need a reasonable accommodation because of a disability for any part of the employment process, please call (708) 298-3536 and let us know the nature of your request and your contact information.
Posted 4 days
Finance Specialist
J. David Tax Law, LLC - Jacksonville, FL 32216
*OVERVIEW:* The Finance Specialist I serves as the liaison between the clients and the company, monitoring and maintaining client accounts, with professionalism, accuracy, and attention to detail. They enlist the efforts of the Finance Team Lead when necessary to accelerate the client collection process. *RESPONSIBILITIES:* * Process daily debit transactions accurately and timely. * Place past-due clients on accounting holds and remove holds upon receipt of payment. * Conduct daily and weekly follow-up with clients via phone, email, and text regarding overdue payments. * Monitor the accounting email inbox for payment processing requests and updated payment methods. * Support client retention by proactively developing flexible and appropriate payment plan options. * Respond to client inquiries regarding payment fees, due dates, and payment methods. * Update and maintain accurate client fee payment schedules. * Provide backup support to the Finance Specialist II as needed. * Prepare and issue delinquency letters to clients. * Process weekend contracts, debits, and new client deals as required. * Professionally and tactfully communicate with clients regarding past-due accounts. * Consistently perform department related tasks with a high level of accuracy and minimal errors. *QUALIFICATIONS:* * Experienced in accounts receivable. * Bilingual in Spanish is preferred. * Client/customer retention communication experience. * Proficient in a fast-paced payment processing environment. * Must be comfortable in a highly active and positive work environment that requires taking ownership of one’s responsibilities. * Must be punctual with accountable attendance. * Ability to multi-task and effectively mitigate conflict with clients. * Excellent computer skills (Microsoft Office with strong proficiency in Excel and QuickBooks). * Effective communication skills, especially as it relates to documentation. Job Type: Full-time Pay: $17.00 - $19.00 per hour Benefits: * Dental insurance * Disability insurance * Health insurance * Life insurance * Opportunities for advancement * Paid sick time * Paid time off * Vision insurance Experience: * Accounts receivable: 1 year (Preferred) Language: * Spanish (Preferred) Work Location: In person
Posted 4 days
Controller
HuGus Group - Jacksonville, FL 32224
*Build the accounting function. Don't just run it.* HuGus Group is a Jacksonville-based construction company in a high-growth phase, with recently awarded federal and military construction contracts. Controller is a newly created position. Reporting directly to the CFO, you will own day-to-day accounting while designing the systems, processes, and internal controls that support rapid revenue growth and stand up to government contract audit scrutiny. You will be the company's technical authority on construction revenue recognition, job cost accounting, and federal contract compliance. This is a hands-on, working Controller role. You will do the accounting and build the process at the same time. If you want a seat where the infrastructure is already in place, this is not that job. If you have wanted the chance to build a construction accounting function correctly from the start, and then grow a team around it, this is that job. *What you'll do* * Own the monthly, quarterly, and annual close, and produce GAAP financial statements and reporting packages for the CFO, ownership, surety, and lending partners * Run job cost accounting and prepare the monthly work-in-progress (WIP) schedule, recognizing revenue under ASC 606 using percentage-of-completion * Analyze job profitability, cost-to-complete, and over/under billings — and surface margin erosion early enough that something can be done about it * Build and maintain an accounting system consistent with FAR Part 31 cost principles, DFARS requirements, and DCAA expectations, including direct/indirect cost segregation, unallowable cost identification, and indirect rate development * Serve as the financial point of contact for DCAA and DCMA, including pre-award accounting system surveys (SF 1408) * Prepare and submit progress billings ( AIA G702/G703 pay applications and federal invoicing through WAWF within PIEE) and manage retainage, lien waivers, accounts receivable, and collections * Oversee accounts payable, subcontractor pay application review, subcontractor compliance documentation, and 1099 reporting * Oversee payroll, certified payroll reporting under the Davis-Bacon Act (Form WH-347), and labor burden allocation to jobs * Write the accounting policies, procedures, and desk-level work instructions, and establish segregation of duties appropriate to the team today and as it grows * Lead the evaluation, selection, and implementation of construction ERP and job cost software * Partner with the external CPA firm, surety, bank, and insurance carriers on audits, bonding capacity, and renewals *What you bring* * Bachelor's degree in accounting, finance, or a closely related field * Five or more years of progressive accounting experience, including at least two in a Controller, Assistant Controller, or senior accounting leadership role * Construction industry accounting experience: job costing, WIP schedules, percentage-of-completion revenue recognition, AIA billing, and retainage * Working knowledge of U.S. GAAP, including ASC 606 as applied to construction contracts * Experience with construction or job-cost ERP systems * Advanced Microsoft Excel skills * Ability to successfully complete a background check *A CPA is not required for this role. *We are hiring for construction and federal contract accounting depth and for the willingness to build something — not for a credential. *What would set you apart* * Federal government contract accounting: FAR/DFARS cost principles, DCAA-compliant accounting systems, indirect rate development, incurred cost submissions * Certified payroll and Davis-Bacon Act reporting experience * Experience building an accounting function from the ground up in a startup or high-growth environment * Familiarity with WAWF/PIEE, SAM.gov, and federal invoicing workflows * Experience supporting surety and bonding relationships *What we offer* * $130,000 – $150,000 per year, depending on experience * Group medical, dental, and vision coverage * 401(k) with profit sharing * Direct access to the CFO and ownership, and real authority over how this function gets built * A ground-floor seat at a company with a growing federal contract backlog *The details* * Full-time, exempt * On-site in Jacksonville, Florida (this position is not remote or hybrid) * Occasional travel to active job sites and project offices (less than 10%) * Work is primarily performed in an office environment with periodic visits to active construction sites, which require personal protective equipment and the ability to navigate uneven terrain and active work areas. The role involves extended periods of computer and desk work and occasional lifting of items up to 20 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. Pay: $120,000.00 - $140,000.00 per year Benefits: * 401(k) * 401(k) 3% Match * 401(k) matching * Dental insurance * Health insurance * Paid time off * Retirement plan * Vision insurance Work Location: In person
Posted 4 days
Finance Accounting Officer
Massy distribution usa - Jacksonville, FL 32218
*Job Purpose* The Finance Accounting Officer is responsible for maintaining the integrity of the Company's accounting records and financial reporting under IFRS. This role requires an experienced accounting professional with extensive knowledge of the full accounting cycle, financial reporting, inventory accounting, internal controls, corporate governance, cash flow management, audit coordination, and business process improvement within distribution, wholesale, retail, or supply chain environments. The position partners closely with operations and finance leadership to ensure accurate reporting, safeguarding of assets, effective working capital management, and compliance with company policies and regulatory requirements. *Responsibilities* * Prepare and review monthly, quarterly, and annual financial statements in accordance with IFRS. * Perform other duties as assigned by management * Lead month-end and year-end close processes and ensure reporting deadlines are achieved. * Maintain the integrity of the General Ledger and reconcile key balance sheet accounts. * Analyse financial results and investigate material variances against budgets and prior periods. * Establish and maintain effective financial policies, procedures, and internal controls. * Support and strengthen corporate governance practices and risk management processes. * Coordinate activities related to internal and external audits and ensure timely resolution of audit findings. * Oversee inventory accounting, inventory valuations, cycle counts, physical inventories, and reconciliations between operational systems and the General Ledger. * Investigate inventory discrepancies, shrinkage, obsolete inventory, damages, and stock adjustments. * Partner with warehouse, distribution, procurement, and operations teams to improve inventory control processes. * Monitor cash inflows and outflows and prepare rolling cash flow forecasts. * Support working capital management initiatives relating to Accounts Receivable, Accounts Payable, and inventory optimization. * Prepare financial analyses, KPIs, and management reports to support decision-making. * Identify opportunities for process improvements, automation, and operational efficiencies. * Provide technical accounting guidance and support across the organization. * Any other related duties assigned. *Requirements* * Bachelor’s degree in accounting, Finance, or related field. * Minimum of ten (10) years of progressive accounting experience. * Experience within distribution, wholesale, retail, logistics, FMCG, or supply chain organizations. * Strong practical knowledge of IFRS and financial reporting requirements. * Proven experience in inventory accounting and internal controls. * Experience in cash flow forecasting and working capital management. * Advanced Microsoft Excel and ERP system knowledge. * Experience working with external auditors and regulatory compliance requirements. *Competencies* * High level of integrity and commitment to sound corporate governance principles. * Strong analytical, financial, and problem-solving skills. * Excellent attention to detail and accuracy. * Strong organizational and time management skills. * Ability to manage multiple priorities and meet strict deadlines. * Excellent written and verbal communication skills. * Ability to collaborate effectively across departments. * Advanced Excel expertise is required, with the ability to analyze large datasets, perform complex reconciliations, develop financial models, create management reports, and support decision-making through data-driven insights * Results-oriented with a continuous improvement mindset. * Skilled in influencing and persuading others without direct authority. * Change agent with a track record of improving processes and habits. * Extensive knowledge of financial trends, accounting principles, and market patterns. * Proficient in financial software, reporting, and data analysis. * Strong interpersonal, communication, and presentation skills. * Experienced guiding teams to uphold effective financial practices and statutory compliance. * Strategic thinker with innovative problem-solving capabilities. * Committed to customer service excellence and high ethical standards. Job Type: Full-time Pay: $60,000.00 - $65,000.00 per year Benefits: * 401(k) * Health insurance * Life insurance Application Question(s): * Do you have experience in cash flow forecasting and working capital management? * Do you have strong practical knowledge of IFRS and financial reporting requirements? * Do you have experience within distribution, wholesale, retail, FMCG or supply chain organizations? * Do you have experience in inventory accounting and internal controls? Experience: * Accounting: 10 years (Required) Location: * Jacksonville, FL 32218 (Required) Ability to Relocate: * Jacksonville, FL 32218: Relocate before starting work (Preferred) Work Location: In person
Posted 4 days
Mergers & Acquisitions Finance and Operations Manager
Deloitte - Jacksonville, FL 32202
Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact. Within Deloitte's M&A Offering, the M&A Integration & Divestiture (I&D), Finance & Operations (Fin & Ops) team helps clients plan and execute finance activities across the transaction lifecycle. This team brings finance and accounting depth to integration and separation planning, Day 1 readiness, financial close and reporting, operating model decisions, and value capture efforts to help clients manage risk and achieve transaction objectives. Work You'll Do As an M&A Manager on the M&A I&D Fin & Ops team, you will be responsible for helping clients plan and execute finance integration and separation activities across the transaction lifecycle. You will lead and deliver small engagements or components of larger, complex engagements that identify, design, and implement creative business solutions for our clients. Managers assist and guide deal execution by aligning integration or divestiture strategies, Day 1 plans, and future-state goals to maximize value for our clients. Our M&A Fin & Ops managers execute across common finance focus areas such as integration strategy & planning, consolidation/financial reporting, finance operations/compliance, planning and forecasting, tax, and treasury. Manager level responsibilities also include but are not limited to: Partner with senior executives to define how they employ M&A - in alignment with their corporate strategy - to drive profitable growth and enable them to compete effectively in their industry Advise corporate and private equity buyers with a broad continuum of advisory services to support mergers, acquisitions, carve-outs, investment and financing structures, disposition alternatives, and post-transaction activities Implement and oversee the quality of deliverables and effectively manage the team(s) and day-to-day relationships to ensure exceptional performance Lead workstreams related to financial close and reporting, planning and forecasting, finance operations, controls and compliance, treasury, and tax coordination Develop playbooks, analyses, and client-ready recommendations to support integration, divestiture, carve-out, and value capture objectives Manage day-to-day engagement execution, including team coordination, deliverable review, stakeholder communication, and issue tracking Support business development and practice initiatives through proposals, market research, and internal offerings development A 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 mentor and provide clear guidance to others The Team M&A advises corporate and PE clients across inorganic growth/divestiture scenarios through M&A strategy, diligence, integration/separation planning and execution, financial and modeling services, and transaction financing. The M&A Integration & Divestiture, Finance & Operations team supports CFOs and finance organizations through finance integration and separation activities tied to mergers, acquisitions, and divestitures. The team advises on Day 1 readiness, close and consolidation, finance operating model design, planning and forecasting, treasury, controls and compliance, and transition planning to help clients capture deal value and manage execution risk. Qualifications Required: Bachelor's degree 6+ years of consulting and/or industry experience; or Master of Business Administration (MBA) and 4+ years of work experience 6+ years of experience in mergers and acquisitions or mergers and acquisitions service delivery, including Day 1 planning, policy, process, and systems alignment, financial consolidation and reporting, integration or separation planning, carve-out financials, business plan development, or synergy and value quantification 6+ years of experience managing mergers and acquisitions engagements, including scope definition, work plan development, workstream coordination, and lifecycle execution across due diligence, pre-close, and post-merger integration 6+ years experience leading workstreams within M&A engagements related to financial close and reporting, planning and forecasting, finance operations, controls and compliance, treasury, and tax coordination 5+ years of experience in accounting, finance, controllership, financial planning and analysis, treasury, or financial reporting Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve Limited immigration sponsorship may be available Preferred: Master of Business Administration (MBA), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or other advanced degree Experience working in a professional services consulting firm Experience developing executive presentations in Microsoft PowerPoint and process documentation in Microsoft Visio Experience supporting communications, culture, or change management activities in mergers and acquisitions integrations or separations Experience performing financial analysis, business process reengineering, or operational performance improvement analysis Experience mentoring junior practitioners 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 $155,600 to $306,800. 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 days
Senior Treasury Analyst
Seacoast Bank - Jacksonville, FL
JOB SUMMARY: This role serves as a Treasury Analyst supporting the bank’s Asset/Liability Management (ALM) function by delivering critical financial analysis, reporting, and data-driven insights. The position is responsible for monitoring and reporting the bank’s balance sheet performance, including daily and weekly reporting and Key Risk Indicator (KRI) tracking. The analyst contributes to loan and deposit analytics, product profitability assessments, and strategic pricing initiatives presented to senior committees such as the Asset Liability Committee (ALCO). The role partners closely with Treasury leadership—including the Asset/Liability Manager, Loan and Deposit Pricing Manager, and Liquidity and Funding Manager—to provide analytical support and ensure informed decision-making. Responsibilities also include developing peer benchmarking analyses, enhancing financial models, and building scalable, automated data processes to improve efficiency and accuracy within Treasury operations. Additionally, the position ensures proper documentation of methodologies and assumptions in compliance with regulatory expectations for mid-sized banks. The ideal candidate brings strong financial analysis experience, proficiency in data management and modeling, and a solid understanding of accounting principles (GAAP/FASB). Success in this role requires attention to detail, strong communication skills, and the ability to work independently in a fast-paced, collaborative environment. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Daily and weekly reporting of balance sheet position including daily KRI measurement. • Assists in creation of loan and deposit analytics including product profitability measurement for Pricing Committees, Strategic Committees, and the quarterly Asset Liability Committee meetings. • Develops quarterly benchmarking and peer and industry bank comparisons. • Functions as support analyst for Asset/Liability Manager, Loan and Deposit Pricing Manager, and Liquidity and Funding Manager • Develops scalable and automated data management processes to efficiently support inputs and updates to models to support the Treasury function at the bank. • Creates documentation of related assumptions and execution steps consistent with Mid-sized bank regulatory requirements. • Adhere to Seacoast Bank’s Code of Conduct. EDUCATION and/or EXPERIENCE: • Must have a Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field plus 5-7 years of experience in positions performing financial analysis. • Proficiency with Microsoft Word, Excel and PowerPoint • Knowledge of banking industry preferred. • Requires intermediate knowledge of Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) regulations including an intermediate knowledge of financial terms and principles to include accounting methods: cash, accrual, and GAAP. • PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices. • Familiarity with financial modeling and analytics • Exceptional attention to detail • Experience in managing, updating, analyzing. and presenting large quantities of data • Fiserv IBS, MySQL, SQL, VQL, and PowerBI experience preferred, but not all are required. • Strong communication and interpersonal skills • Ability to work in a fast-paced, team environment with little supervision DISCLAIMER: The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 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 days
Assessment & Design Sr. Lead – Wealth Lending Controls, Senior Vice President
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 approximately 219,000 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 Individuals in Assessment & design are responsible for developing, designing, and implementing controls programs, and providing review and guidance on robust controls design adhering to Citi’s Policies, Standards, and Frameworks. Individuals proactively identify and drive controls enhancements such as automation, standardization and rationalization including transformation execution activities. Includes first line activities for identification, measurement (significance and likelihood), and ongoing assessment of key risks and controls in partnership with relevant process owners to drive management decisions to operate within the firm’s Risk Appetite. Responsibilities: Manage the design, development, and implementation of Citi's comprehensive controls program. Assess the effectiveness of existing controls, identifying areas for improvement, and executing necessary changes. Continually manage controls enhancements geared towards increasing efficiency and reducing risk. Regularly assess the business/function risk appetite in line with changes in the business environment, regulatory requirements, and strategic objectives. Work closely with key stakeholders and process owners to drive management decisions aimed at maintaining operations within the firm’s Risk Appetite. Collaborate with key stakeholders to assess potential risks, develop risk mitigation activities, and define the acceptable level of risk across various areas of operation. Drive execution of Enterprise Risk Management Framework and adherence with Risk Mgmt. / Compliance Policies. Collaborate with business and functions to understand control processes and identify potential areas for improvement. Stay informed about regulatory changes and industry best practices related to control management, ensuring the controls program aligns with these standards. Provide regular updates to senior management on the performance of the controls assessment and design 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, as well as effectively supervise the activity of teams and create accountability with those who fail to maintain these standards Qualifications: 10+ years of experience in operational risk management, compliance, audit, or other control-related functions in the financial services industry. Ability to identify, measure, and manage key risks and controls. Track record leading Control related projects and programs • Ability to see the big pictures with high attention to critical details. Develop and implement strategy and process improvement initiatives. Comprehensive knowledge of Citi’s businesses and functions and their risk profiles. Developing new ideas and improving current processes to proactively mitigate risks. Requires an ability to provide challenge and make recommendation for risk and controls remediation. Expert knowledge in the development and execution for controls. Proven experience in control related functions in the financial industry. Proven experience in implementing sustainable solutions and improving processes. Expert understanding of compliance laws, rules, regulations, and best practices. Deep understanding of Citi’s Policies, Standards, and Procedures. Strong leadership, decision-making, and problem-solving skills. Strong analytical skills to evaluate complex risk and control activities and processes. Ability to deliver compelling presentations and influence executive audiences. Strong sense of accountability and ownership, with strong results orientation. Excellent communication skills; ability to engage and inspire across stakeholder groups. Exceptional command in Microsoft Office suite, particularly Excel, PowerPoint, and Word. Education: Bachelor's/University degree, Master's degree preferred - Job Family Group: Controls Governance & Oversight - Job Family: Control Design - Time Type: Full time - Primary Location: Irving Texas United States - Primary Location Full Time Salary Range: $ 144,480.00 - $ 216,720.00 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 Analytical Thinking, Business Insights, Constructive Debate, Controls Lifecycle, Digital Skills (Including AI), Policy, Procedure, and Regulation, Process Design, Program Management, Risk Management Lifecycle, Stakeholder Management. - Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. - Anticipated Posting Close Date: ago. 29, 2026 - Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents – AI Notice and Right - 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 days
Construction Finance Manager
LLS Steel Erectors - Jacksonville, FL 32202
*LLS Steel Erectors* Overview LLS Steel Erectors is seeking an experienced and detail-oriented *Construction Finance Manager* to oversee financial operations and support the successful execution of our steel erection and construction projects. This position will play a key role in managing project finances, improving cash flow, strengthening financial controls, and providing leadership with accurate information for strategic decision-making. The ideal candidate will have experience in *commercial construction*, strong construction accounting knowledge, excellent analytical skills, and the ability to work closely with project managers, estimators, subcontractors, vendors, and company leadership. This is an opportunity to help LLS Steel Erectors continue growing while maintaining sound financial practices and operational efficiency. Responsibilities * Develop and manage project budgets, forecasts, and financial models to monitor costs, revenue, profitability, and cash flow. * Oversee accounting activities related to construction and steel erection projects, including: * Accounts payable and accounts receivable * General ledger activity and reconciliations * Job costing and cost-code management * Accruals and financial adjustments * Customer billing and collections * Vendor payments and subcontractor accounts * Monitor project performance and compare actual costs and revenue against budgets and forecasts. * Partner with project managers and estimators to identify cost variances, change orders, potential overruns, and profitability concerns. * Prepare monthly financial statements, project reports, cash-flow projections, and management summaries. * Manage billing processes, including progress billing, retainage, change orders, and contract-related documentation. * Support the review of contracts, purchase orders, subcontracts, insurance requirements, and payment terms. * Maintain strong internal controls and ensure compliance with applicable accounting standards, tax requirements, and company policies. * Analyze financial risks and recommend strategies to protect project margins and improve profitability. * Manage cash-flow planning and support treasury activities to maintain the company’s financial stability. * Provide leadership with timely financial analysis and recommendations regarding pricing, labor costs, equipment expenses, investments, and business growth. * Assist with annual budgeting, financial planning, audits, tax preparation, and banking relationships. * Develop and improve accounting procedures, reporting systems, and financial processes as the company grows. * Supervise, train, and support finance or accounting personnel as needed. * Maintain confidentiality and ensure the accuracy and integrity of company financial information. Requirements * Bachelor’s degree in accounting, finance, business administration, or a related field preferred. * *At least one year of experience in commercial construction preferred.* * Experience in construction accounting, project finance, job costing, financial management, or a related field is a plus. * Experience with commercial construction projects, construction contracts, progress billing, retainage, change orders, subcontractor payments, and project-based accounting preferred. * Strong understanding of accounts payable, accounts receivable, general ledger reconciliation, accrual accounting, and financial reporting. * Experience monitoring project budgets, cash flow, cost controls, and profitability. * Proficiency with QuickBooks or comparable accounting software; experience with construction management or project accounting systems is a plus. * Advanced Excel skills, including financial analysis, formulas, spreadsheets, reporting, and data organization. * Strong understanding of GAAP and applicable federal, state, and local financial and tax requirements. * Excellent analytical and problem-solving skills with a high level of accuracy and attention to detail. * Ability to interpret financial data and clearly communicate findings to owners, executives, project managers, and other team members. * Strong organizational skills and the ability to manage multiple projects, deadlines, and priorities. * Demonstrated ability to maintain confidentiality and exercise sound financial judgment. * Experience leading or supervising accounting staff is preferred. * CPA, CMA, or other professional certification is a plus but not required. * Experience in steel erection, structural steel, commercial construction, or specialty contracting is highly desirable. What Success Looks Like In this role, success means: * Accurate and timely financial reporting * Improved visibility into project costs and profitability * Strong cash-flow management * Effective billing and collections * Early identification of financial risks and cost overruns * Reliable support for project managers and company leadership * Efficient, scalable accounting processes that support continued growth Pay: From $31.50 per hour Benefits: * Health insurance * Paid time off Work Location: In person