Job Results
Financial Services
Posted 4 weeks
Staff/Payroll Accountant
Nivel Parts And Manufacturing - Jacksonville, FL 32226
Job Responsibilities: Assist with general ledger duties to include preparation of supporting schedules, journal entries, and reconciliation of accounts. Assist in the month-end, quarter-end and year-end close tasks. Assist in the preparation of documentation for external auditors. Prepare and process timely and accurate payroll for employees, including payroll-related journal entries and accruals, processing of deductions/benefits, and assisting with employee payroll inquiries. Maintain appropriate documentation and proper recordkeeping. Work with cross-functional teams, as well as state & local entities, to resolve issues as needed. Ensure compliance with federal, state and local tax laws. Participate in other initiatives and ad hoc assignments as needed. Qualifications / Knowledge & Experience: Collaborative skills: works cooperatively with others across the organization to achieve shared objectives Excellent analytical, problem-solving skills, and attention to detail. 2+ years of related work experience. Understanding of US GAAP and accounting best practices. Intermediate skills with Microsoft Office: Excel, Word, SharePoint. Prior payroll experience a plus Experience within the manufacturing or distribution industries and familiarity with ERP systems and operational requirements a plus.
Posted 4 weeks
Financial Counselor
Saint Augustine, FL 32095
Overview: Financial Counselor – New Behavioral Health Hospital near Jacksonville, FL - Opening Late Summer 2026 We are seeking a full-time Financial Counselor who will be responsible for accurate, timely and complete documentation regarding insurance verification, billing and collections. Coastal Pines will be a modern, purpose-built facility and a cornerstone of behavioral health care in Northeast Florida, designed to meet the growing demand for high-quality psychiatric services in the region. The 144-bed behavioral health hospital, located in St. Johns, will offer a full continuum of services including inpatient psychiatric care, Partial Hospitalization Program (PHP), Intensive Outpatient Program (IOP), and Electroconvulsive Therapy (ECT). What We Offer: Our leaders are equipped with the tools, support, and benefits they need to thrive: Competitive compensation package including performance-based incentives Comprehensive medical, dental, and vision insurance 401(k) plan with company match through Acadia Healthcare Equity/stock-based incentive awards for long-term financial growth Generous paid time off including vacation, holidays, and sick days If you're ready to lead with purpose and drive lasting impact in the behavioral health space, we invite you to consider joining us at Coastal Pines Behavioral Health. Responsibilities: ESSENTIAL FUNCTIONS: Responsible for auditing the admission packets and for the verification of benefits along with all patient demographic information in the patient accounting system. Financial counseling of patients and/or guarantors and collecting any out of pocket (deductibles, copays, exhausted days, etc). Provide information to the patient and/or guarantors regarding their benefits and financial obligations. Complete financial disclosure paperwork for patients that request assistance including verifying income and expenses. Complete adjustment forms for any charity or administrative adjustments for approval. Complete promissory notes for patients that request payment arrangements. Update daily the upfront collection log, charity log, and admin adjustment log. Review with BOD on a weekly basis. Gather and interpret data from system and understands appropriate course of action to take and initiates time-sensitive and strategic steps resulting in payment. OTHER FUNCTIONS: Perform other functions and tasks as assigned. Qualifications: EDUCATION/EXPERIENCE/SKILL REQUIREMENTS: High school diploma or equivalent required. Three or more years' experience in related field required. Extensive knowledge and understanding of Commercial Insurance and Medicare/Medicaid required. LICENSES/DESIGNATIONS/CERTIFICATIONS: Not applicable While this job description is intended to be an accurate reflection of the requirements of the job, management reserves the right to add or remove duties from particular jobs when circumstances (e.g. emergencies, changes in workload, rush jobs or technological developments) dictate. We are committed to providing equal employment opportunities to all applicants for employment regardless of an individual’s characteristics protected by applicable state, federal and local laws. AHGROW
Posted 4 weeks
Part-Time Premium Field Auditor (Hybrid)
ARMStrong Insurance Services - Jacksonville, FL
ARMStrong Insurance Services is the leading and most trusted name in the world of debt recovery and financial solutions. With a track record of excellence and reliability, we have proudly served businesses across various industries for decades, ensuring efficient B2B collections and tailored debt recovery solutions. As the parent company, ARMStrong is proud to own and operate Brown & Joseph, Paragon, SubroIQ, and NEIS, each a powerhouse in its own right, providing specialized expertise in debt management and financial services. NEIS, LLC has been a leader in the insurance audit and loss control prevention industry since 1945 and seeking a Premium Auditor as we continue to grow our team. Premium Auditors examine the financial records of businesses insured by commercial property and casualty insurers to make sure they are following laws and regulations. As a premium auditor, looking for evidence of fraud and checking that insured businesses adhere to these regulations are your primary responsibilities. Your job will be based from home with required daily travel to each audit location. Car travel will be on average of 2-4 days per week within your assigned territory. Job Responsibilities: Conduct insurance premium audits for Workers Compensation, General Liability, and Automobile policies by auditing policyholder’s records, and applying manual rules and company standards. Prepare for the audit by identifying the necessary information and type of records needed Prepare schedule to maximize optimal use of time Correspond with insured via phone, email and mail to setup audit appointments. Examine the policyholder’s records, gather data to determine correct classifications for business activities and write an effective description of operations Prepare complete audit document, explain results to insured and communicate the results to the home office Travel to multiple audit locations Hybrid position - work from home and complete remote audits 2-3 days per week Job Requirements: Associate’s Degree or equivalent plus two years’ performing premium audits or equivalent combination of education and experience highly desired Ability to read, analyze and interpret financial documents General PC knowledge including Microsoft Excel and Word. Knowledge of Visual Audit is a plus. Ability to communicate well with customers and staff. Valid driver’s license and satisfactory driving record Maintain automobile insurance while employed with bodily injury limits equal to or greater than $100,000 per person and $300,000 per accident or $300,000 combined Compensation and Benefits: $44-$46 per billable hour Weekly pay We look forward to you joining the team! ARMStrong Insurance Services is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Cr9f16NbHh
Posted 4 weeks
Patient Financial Counselor
Cancer Specialists of North Florida - Jacksonville, FL 32207
Cancer Specialists of North Florida is recruiting for an experienced Patient Financial Counselor for our busy Southside Office. The Patient Financial Counselor is responsible for insurance verification and eligibility, assessment of patient financial requirements, counseling patients on insurance benefits and co-pays. Obtains pre-authorization of services. Obtains and maintains accurate patient demographics. Essential Duties and Responsibilities include the following: Ensures all insurance, demographic, and eligibility information is obtained and entered into the system in an accurate manner. Performs insurance verification process on all third party payers. Obtains initial and subsequent pro-authorization for services and surgeries. Re-verifies benefits and obtains authorization and/or referral after treatment plan has been discussed, prior to initiation of treatment. Ensures appropriate signatures are obtained on all necessary forms. Utilizes the Summary of Patient Reimbursement and Liability form and obtains appropriate approvals as required. Performs financial counseling process and forwards to Billing Office. Assists patients in obtaining financial assistance (i.e. Medicaid, drug replacement), outside assistance (i.e. transportation or other community services), and all appropriate forms filled out. Collects co-pay, deductible and other out of pocket amounts at time of visit. Assists in maintaining manuals, logs and other required documentation as required. Demonstrates as understanding for patient confidentiality to protect the patient and the clinic/corporation. All other duties as assigned. Full Time Position Location Address: 7015 AC Skinner Parkway, Suite 1, Jacksonville, FL 32256 Education and Experience: High School Diploma or equivalent required. Minimum of three (3) years of medical business office experience with financial counseling experience. Compensation and Benefits: Salary is commensurate with experience and qualifications Cancer Specialists of North Florida is an "EEO Employer” and “Drug Free Workplace”
Posted 4 weeks
Senior Commercial Banker
VyStar Credit Union - Jacksonville, FL 32202
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. Senior Commercial Banker ACCOUNTABILITY STATEMENT The Senior Commercial Banker (SCRB) will be responsible for identifying, soliciting, developing, servicing, and expanding larger commercial relationships within an assigned geographic region or market through prospecting, cross-selling, relationship-management efforts, and excellent member service. This will include sourcing and managing complex commercial loan relationships for business and commercial entities with revenues greater than $5 million and commercial lending needs greater than $2 million, while cross-selling additional products and services, and successfully transferring smaller relationships to a Banker. The position requires significant outside business development and relationship management activities. The Senior Commercial Banker will be responsible for professionally handling services inquiries and referrals from existing members, non-members, and internal and external sources. This position receives minimal supervision with daily responsibilities and is expected to independently resolve problems or situations relating to business/commercial members within assigned portfolio, following established policies and procedures while meeting all goals and objectives. In addition, the Senior Commercial Banker will mentor, coach, and develop Commercial Bankers and Business Bankers in the department as well as actively participate in any applicable training efforts. ESSENTIAL JOB FUNCTIONS Build and deepen relationships with new and existing commercial/business members with revenues greater than $5 million and commercial lending needs $2 million. Achieve individual quarterly/annual production and growth goals of both business loans and deposits to ensure VyStar meets its overall financial goals and objectives. Actively mentor, coach, and develop Commercial and Business Relationship Bankers and within the department while achieving and exceeding all personal goals and objectives. Maintain an advanced understanding of all business credit facilities including but not limited to: Commercial Real Estate (CRE), Construction & Development (C&D), Business Lines of Credit, business equipment/vehicle loans, and unsecured financing options. Actively participate and contribute to any training and product knowledge conference calls, sessions, or meetings. Effectively negotiate terms and conditions of commercial/business loans with existing and potential members. Review businesses financial statements, tax returns and supporting documentation, and properly package loan requests for underwriting. Assume responsibility for proper documentation and data integrity throughout the loan origination, annual review and renewal process. Actively develop and execute outbound calling strategies to successfully acquire, manage and grow profitable business relationships. Collaborate with Commercial and Business Relationship Bankers, and branch colleagues to support and drive business membership growth. Remain informed of VyStar’s credit standards, pricing structure, loan policies and procedures, member service practices and other information fundamental to the successful execution of the Commercial Banker job duties and responsibilities. Accurately and consistently monitor, maintain, and update sales activity, pipeline, and other pertinent information using the VyStar’s contact management system. Represent VyStar in the community by actively participating in civic affairs and local and professional organizations to identify and develop new clients and enhance the credit union’s image and commitment to the local community. Effectively interact with Commercial Services portfolio management, credit underwriting and servicing departments to efficiently process loan requests, renewals, and any other credit related activities. Actively call on existing business members within assigned portfolio to ensure that members’ needs are being met, and appropriate solutions are presented. Keep abreast of changing business and economic developments which impact the loan portfolio, its profitability, and VyStar in general. Maintain an in-depth knowledge of VyStar’s business services products and services. Effectively handle incoming business services inquires and referrals from branches, call center and other internal partners. Leverage problem-solving and strong communication skills to resolve business member issues and disputes. Present a professional, friendly, and helpful appearance with every interaction as a representative of VyStar and the Business Services team. Adhere to VyStar Credit Union and departmental policies and procedures with regards to attendance, daily schedules, action items, and reporting requirements. Perform other essential job-related duties as assigned by Chief Business Services Officer or VP Business Banking Sales. 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. Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job: Focus - Focus your full attention by carefully listening to and observing client or member. Connect - Consistently be friendly and approachable. Demonstrate your care. Understand - Listen empathetically and ask questions (70%/30% rule). Counsel - Recommend solutions based on your member’s needs and objectives. Advance - Ensure that member’s expectations were exceeded. Verify necessary follow-up actions. JOB KNOWLEDGE, SKILLS & ABILITIES Minimum ten (10) years lending experience in business or commercial credit. Minimum ten (10) years of experience in business services or business/commercial banking with proven success in establishing new customers/members, loan/deposit growth, and the ability to deliver results. Must have an advanced understanding of business/commercial credit, deposit, and related products and services. Must have an advanced understanding of business/personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Must have an advanced understanding of financial analysis including cash flow, profitability, liquidity, leverage, and solvency. Demonstrated ability to successfully structure complex credit requests that minimize risk while providing member value. Work requires a broad level of professional experience in commercial lending to include thorough knowledge of commercial underwriting, servicing and portfolio management. Proven track record of success and skills in developing new clients and business, including pro-active prospecting, sourcing and networking. Excellent verbal and written communication and negotiation skills. Must be a highly motivated, detail oriented, able to multi-task and work in a fast-paced environment. Aptitude to source and build new business relationships. Proficiency with Microsoft products including Word, Excel, PowerPoint, and Outlook. EDUCATION Required: Bachelor’s Degree or higher Required: Formal business/commercial credit training DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 4 weeks
Pricing Analyst Specialists- Monetization Strategy
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Job Description FIS Management Services, LLC seeks Pricing Analyst Specialists- Monetization Strategy in Jacksonville, FL to develop financial & pricing models to drive decisions on acquisition of new products, customers, and partners. Utilize statistical analysis tools to generate models predicting prospect and customer profitability. Develop and lead pricing strategy across FIS business lines by introducing and adjusting pricing types and fees, managing profitability, and ensuring alignment with competitive industry pricing. Manage pricing initiatives for existing install-base customers to optimize revenue and retention. Collaborate with relationship managers, business development, product managers, legal, contract administration, billing, and finance teams throughout the sales process. Identify opportunities to improve models through robust analytics. Implement initiatives while building credibility with business leaders. Leverage subject-matter-experts across the organization to build and refine business cases. REQUIREMENTS: Bachelor’s degree or foreign equivalent in Finance, Business Administration or related field and three (3) years of experience in the job offered or a related occupation: building and maintaining financial models including financial forecasting, discounted cash flows, scenario-based modeling, and margin analysis; implementing advanced Microsoft Excel skillset including utilizing INDEX-MATCH, nested IFs, and array complex formulas and pivot tables; working with investment principles including net present value and internal rate of return; and performing data analyses and presentation building to support data-driven decision making within the Financial / consulting industry. Telecommuting and/or working from home may be permissible pursuant to company policies. QUALIFIED APPLICANTS: Please apply directly through our website by clicking on “Apply Now.” Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
Posted 4 weeks
Senior Manager, KYC (US)
TD - Jacksonville, FL
Work Location: Jacksonville, Florida, United States of America Hours: 40 Pay Details: $ 115,440.00 - $ 173,160.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Financial Crimes & Fraud Mgmt Job Description: The Senior Manager, KYC leads, develops and oversees the work of a dynamic team of professionals who develop KYC Ops frameworks, and provides oversight, expert policy/regulatory guidance and advice related to specialized domains of TD's KYC programs. The role provides specialized project support or services. This role provides strategic and day to day direction on a broad and diverse range of complex KYC Ops program activities, including assigning workflow, providing governance and support, and addressing and escalating issues. This role oversees the timely execution of KYC reviews using a risk-based approach to align with policy and regulatory requirements. Depth & Scope: Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required Manages a team of production teams to perform job functions in line with policies, standards, procedures, and job aids Ensures that personal and teamwork products are fit for purpose and audit/regulator ready Suggests process improvements to drive better results from efficiency, accuracy, or quality of work product Leads initiatives to help bring these improvements to fruition Works with senior management on highly complex, confidential, or high visibility projects. Suggest process improvements to drive better results from efficiency, accuracy, or quality of work product Leads initiatives to help bring these improvements to fruition. Works with senior management to ensure that special projects are brought to fruition Operates with a high degree of independence with minimal day to day support or direction to produce outstanding results Oversees and leads a highly complex, and/or diverse function for an area of significant risk, or scope. Strategic partner to leadership team on the management of the portfolio and financials, with deep industry, external/internal, enterprise knowledge, recognizing and anticipating emerging trends and identifying operational efficiencies and opportunities with other business management/ enterprise areas Facilitates key strategic discussions and provides thought leadership to executive audience (output may include strategic roadmap and/or deliverables/frameworks/short to long term goals etc.) Sets operational team direction and collaborate with others to execute on common goals Focuses on longer-range planning for functional area Preferred Qualifications: The successful candidate will articulate their abilities in Deep KYC SME background and Internal Systems experience Experience managing a large team of analysts HIGHLY preferred Cross Functional Collaboration Skills Analytical and Critical Thinking Capabilities Ability to Translate Complex Data into Clear Documentation Reporting to Sr Executives RFI Interpretation & Reporting Skills Strong oral & written communication skills; ability to ARTICULATE complex scenarios into simple business language Very detailed and strong organizational/ team building skills are PARAMOUNT for success in this role Education & Experience: Undergraduate Degree or equivalent professional work experience 5+ years of direct management experience in financial services or similar industries including fraud, know your customer, anti-money laundering, sanctions screening, or similar roles for new joiners (or) 8+ years' direct management experience in an unrelated role involving information fluency, investigation, research, or financial services broadly but not specifically KYC or AML Customer Accountabilities: Oversees a KYC Ops AML Program providing oversight and control related to client due diligence KYC Ops accountabilities and how this impacts the line of business Provides strategic direction on a broad and diverse range of complex KYC Ops program activities and how this impacts the line of business Develops KYC Ops frameworks, procedures in coordination with management in line with TD's AML Programs and this is coordinated with line of business and all relevant stakeholders Works with executive team, senior business management/ partners to develop proactive strategies, tactics and programs to effectively manage regulatory/compliance issues relating to KYC Ops Contributes to the development and implementation of enterprise AML programs related to all aspects of AML legislation in coordination with line of businesses as well as all relevant stakeholders Meets with business partners and leaders to determine KYC Ops strategies and compliance culture Takes corrective action and recommends or implements changes to procedures, as required Leads role in managing and in responding to periodic exams/audits and various regulatory bodies related to accountabilities Participates in/leads enterprise-wide or KYC Ops focused special projects Oversees research, development and implementation of new processes, technologies, or operating models Works autonomously as the leader of the team and assists with development of group policies and approval of procedures in coordination with leadership team and colleagues; and promotes and monitors staff adherence to approved internal KYC Ops procedures, and guidelines Provides guidance, leadership, coaching and development to ensure operational results and professional/personal development objectives are achieved Serves as primary escalation point for significant matters/exceptions. Identifies and implements risk mitigation strategies for findings from risk assessment, audit findings, regulatory exams, potential violations of law, etc. Coordinates with internal and external stakeholders (e.g., auditors, regulators and FCRM) to provide necessary documentation and support during audits and examinations including as required delegation Shareholder Accountabilities: Protects the interests of the organization – identifies and manages risks and ensures the prompt and thorough resolution of escalated non-standard, high-risk issues Works closely with executive management team to support the development of business plans, ensuring the optimal use of resources and leverage TD’s operating model to maximize efficiency, effectiveness, and scale Works closely with key business leaders to develop business plans, ensuring the optimal use of resources and leverage TD’s operating model to maximize efficiency, effectiveness, and scale Plans and executes on strategic activities, reviews, and communicates results, and adjusts tactics accordingly May manage overall budget, revenue, and expenditures, meet business objectives while increasing efficiency and effectiveness Provides mentorship to direct reports; and assumes responsibility to minimize operational and regulatory risk by complying with Bank Code of Conduct Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts Maintains knowledge of end-to-end processes and internal/external partners and regulatory requirements Provides inputs into the development, implementation, and monitoring of operating plans and expense budgets for the area, consistent with TD Bank strategies and objectives Prepares detailed reports and presentations for senior management and regulatory authorities, covering the effectiveness of processes and controls, and recommendations for necessary enhancements Contributes to the development of the business plan and operationalize the plan and delivers on assigned service or functionality Works closely with leaders to develop and operational the business plan and deliver on KYC Ops programs across the enterprise Plans and executes on strategic activities, reviews and communicates results and adjusts tactics accordingly Proactively identifies key business opportunities, researches and recommends enhancements/modifications, develops strategies to achieve recommendations Understands TDBG issues/parameters and guides others to protect the reputation and interest of TDBG by adhering to operating standards and processes related to AML Ensures employees are building and enhancing their AML knowledge and expertise; and employees assume responsibility in minimizing operational and regulatory risk by complying with Bank policy and Code of Conduct Maintains a culture of risk management and control, supported by effective processes in alignment with the bank's risk appetite Leads relationships with corporate and/or functions to ensure alignment with enterprise and/or regulatory requirements Leads or contributes to cross-functional/enterprise initiatives as an organizational or subject matter expert helping to identify risk/provide guidance for complex situations Coordinates and supports team and business (GAML) partner AML related activities, as necessary Employee/Team Accountabilities: Responsible for management of the overall team providing both leadership and guidance Contributes to the development of FCRM functional strategic priorities within their operational area or field of specialty Develops annual and/or long-term plans for own area and influences plans well beyond area managed Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit Grows team expertise to align with FCRM/enterprise demand and direction; assesses team skills and capabilities and continually looks for ways to provide and enhance the value delivered Leads and develops a high performing team of professional FCRM resources through talent acquisition, coaching/development, and recognition; provides on-going feedback and performance reviews, coaches and develops employees and ensures performance management activities are undertaken and completed for all employees Creates and fosters a cohesive team and promotes a positive work environment. Leads and follows up on action plans to improve employee experience Leads the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner Manages employees in compliance with all human resources policies, procedures and guidelines of conduct Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams Supports an environment where the team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes Recruits for all hires to ensure a highly diverse, qualified workforce to achieve business objectives Establishes and fosters a cohesive team; promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives Acts as a brand ambassador for the function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel – Occasional International Travel – Never Performing sedentary work – Continuous Performing multiple tasks – Continuous Operating standard office equipment - Continuous Responding quickly to sounds – Occasional Sitting – Continuous Standing – Occasional Walking – Occasional Moving safely in confined spaces – Occasional Lifting/Carrying (under 25 lbs.) – Occasional Lifting/Carrying (over 25 lbs.) – Never Squatting – Occasional Bending – Occasional Kneeling – Never Crawling – Never Climbing – Never Reaching overhead – Never Reaching forward – Occasional Pushing – Never Pulling – Never Twisting – Never Concentrating for long periods of time – Continuous Applying common sense to deal with problems involving standardized situations – Continuous Reading, writing and comprehending instructions – Continuous Adding, subtracting, multiplying and dividing – Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at [email protected] . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Posted 4 weeks
Outreach Manager, KYC (US)
TD - Jacksonville, FL
Work Location: Jacksonville, Florida, United States of America Hours: 40 Pay Details: $ 91,000.00 - $ 136,240.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Financial Crimes & Fraud Mgmt Job Description: The Manager, KYC leads and develops a team of professionals who provide oversight, expert regulatory guidance to specialized domains of TD's KYC programs. This role provides specialized project support or services. This role oversees the timely execution of client due diligence reviews using a risk-based approach to align with policy and regulatory requirements. Depth & Scope: Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required Manages a team of production teams to perform job functions in line with policies, standards, procedures, and job aids Ensures that personal and teamwork products are fit for purpose and audit/regulator ready Suggests process improvements to drive better results from efficiency, accuracy, or quality of work product Leads initiatives to help bring these improvements to fruition Works with senior management on highly complex, confidential, or high visibility projects Suggests process improvements to drive better results from efficiency, accuracy, or quality of work product Leads initiatives to help bring these improvements to fruition. Works with senior management to ensure that special projects are brought to fruition Leads and manages a team of professionals and overall operation of a diverse group in an area of moderate risk, complexity, or scope Ensures an integrated approach with other business management areas, broader organization, and enterprise as appropriate Deep knowledge and understanding of businesses/technology, and organizational practices/disciplines Sound to advanced knowledge of external competition, industry and/or market trends in relation to own function/business Focuses on short to medium-term issues Education & Experience: Undergraduate Degree or equivalent professional work experience 3+ years of direct management experience in financial services or similar industries including fraud, know your customer, anti-money laundering, sanctions screening, or similar roles for new joiners (or) 6+ years' direct management experience in an unrelated role involving information fluency, investigation, research, or financial services broadly but not specifically KYC or AML Preferred Qualifications: The successful candidate will articulate their abilities in Deep KYC SME background and Internal Systems experience Experience managing a team of 8-9 analysts HIGHLY preferred Cross Functional Collaboration Skills Analytical and Critical Thinking Capabilities Ability to Translate Complex Data into Clear Documentation RFI Interpretation & Reporting Skills Strong oral & written communication skills; ability to ARTICULATE complex scenarios into simple business language Very detailed and strong organizational/ team building skills are PARAMOUNT for success in this role Customer Accountabilities: Manages a team of KYC Ops professionals providing oversight and control related to client due diligence KYC Ops accountabilities and how this impacts the line of businesses Provides guidance, leadership, coaching and development to ensure operational results and professional/personal development objectives are achieved Works with executive team, senior business management/ partners to develop proactive strategies, tactics, and programs to effectively manage regulatory/compliance issues relating to KYC Ops Acts as key liaison with partners and external groups and provides KYC Ops subject matter expertise; partner, as necessary, effectively with key stakeholder groups such as Compliance, Legal, Audit, Risk Coaches to ensure functional/operational problems are handled appropriately, and participates in the negotiation and resolution of complex and/or escalated issues, where necessary Leads and develops KYC Ops frameworks, methodologies, procedures in coordination with management in line with TD’s AML Program Participates in/manages global regulatory examinations and external/internal audits with respect to request for information relating to KYC Ops and ensure this information for department executives are aware of the status and any issues that may arise Takes corrective action and recommends or implements changes to procedures, as required Manage the production of teams through metrics and data to ensure the operations of the team meet service level agreements while maintaining high quality work product Supports the development and maintenance of TD’s KYC Ops program, including assigning workflow to analysts, providing governance and support, and addressing and escalating issues to senior management Shareholder Accountabilities: Protects the interests of the organization – identifies and manages risks and ensures the prompt and thorough resolution of escalated non-standard, high-risk issues Actively assists in developing and overseeing implementation of function procedures Ensures respective programs/policies/practices are well managed, meets function needs, complies with internal/external requirements, and aligns with function priorities Consistently exercises discretion in managing correspondence, information, and all matters of confidentiality; escalates issues, where appropriate Works closely with management team to support the development of business plans, ensuring the optimal use of resources and leverage TD’s operating model to maximize efficiency, effectiveness, and scale Participates in responding to periodic exams/audits by regulatory bodies and Internal Audit, to determine level of compliance Integrates new systems and upgrades into function operations, as needed Manages day to day operations of the function and participates in KYC Ops-focused special projects, and other projects Responsible for updates and changes made to functional procedures and processes Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts Ensures employees are building and enhancing their KYC Ops knowledge and expertise; and employees assume responsibility in minimizing operational and regulatory risk by complying with Bank policy and Code of Conduct Monitor and communicates to Senior Management, the effectiveness of strategies, programs, and practices related to own area of expertise Sets the standards for operations and manageability across the function ensuring services are built from the ground up Proactively identifies key business opportunities, researches, and recommends enhancements/modifications, develops strategies to achieve recommendations Ensures department operates in compliance with applicable internal and external requirements Ensures appropriate reporting and escalation of issues based on risk profile Ensures employees are knowledgeable of and comply with Bank and industry codes of conduct Leads relationships with corporate and/or functions to ensure alignment with enterprise and/or regulatory requirements Leads or contributes to cross-functional/enterprise initiatives as an organizational or subject matter expert helping to identify risk/provide guidance for complex situations Coordinates and support team and business partner related activities, as necessary Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite Employee/Team Accountabilities: Responsible for management of the overall team providing both leadership and guidance Contributes to the development of FCRM functional strategic priorities within their operational area or field of specialty Develops annual and/or long-term plans for own area and influences plans well beyond area managed Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit Grows team expertise to align with FCRM/enterprise demand and direction; assesses team skills and capabilities and continually looks for ways to provide and enhance the value delivered Leads and develops a high performing team of professional FCRM resources through talent acquisition, coaching/development, and recognition; provides on-going feedback and performance reviews, coaches and develops employees and ensures performance management activities are undertaken and completed for all employees Creates and fosters a cohesive team and promotes a positive work environment. Leads and follows up on action plans to improve employee experience Leads the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner Manages employees in compliance with all human resources policies, procedures and guidelines of conduct Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams Supports an environment where the team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes Recruits for all hires to ensure a highly diverse, qualified workforce to achieve business objectives Establishes and fosters a cohesive team; promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives Acts as a brand ambassador for the function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel – Occasional International Travel – Never Performing sedentary work – Continuous Performing multiple tasks – Continuous Operating standard office equipment - Continuous Responding quickly to sounds – Occasional Sitting – Continuous Standing – Occasional Walking – Occasional Moving safely in confined spaces – Occasional Lifting/Carrying (under 25 lbs.) – Occasional Lifting/Carrying (over 25 lbs.) – Never Squatting – Occasional Bending – Occasional Kneeling – Never Crawling – Never Climbing – Never Reaching overhead – Never Reaching forward – Occasional Pushing – Never Pulling – Never Twisting – Never Concentrating for long periods of time – Continuous Applying common sense to deal with problems involving standardized situations – Continuous Reading, writing and comprehending instructions – Continuous Adding, subtracting, multiplying and dividing – Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at [email protected] . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Posted 4 weeks
Analyst, Clinical Research, Finance & Compliance, Baptist Health Research Institute, Baptist Health System
Jacksonville, FL 32207
About Baptist Health Recognized as a top place to work in health care, Baptist Health cares for more patients in Northeast Florida than any other provider, ranking as “most preferred” for more than 30 years. We’re Jacksonville's only locally governed, faith-based, not-for-profit health system and provide a full spectrum of preventive and specialty care through 200+ locations and six hospitals. Our centers of excellence include Baptist MD Anderson Cancer Center, Baptist Heart Hospital, Baptist Neurological Institute and Wolfson Children's Hospital. Baptist Health is hiring an Analyst, Research, Finance & Compliance to join the Baptist Health Research Institute. This is a full-time opportunity located on the downtown Jacksonville, Florida campus of Baptist Health. This role provides advanced financial and administrative support for oncology clinical trials and research programs, ensuring full compliance with Baptist Health policies research office guidelines and Standard operating procedures ( SOP) . This position oversees all aspects of budget development, MCA negotiation, and pre- and post-award financial management, ensuring alignment with institutional, NCI, and sponsor requirements. The role serves as a strategic partner to investigators, clinical operations, and finance leadership, supporting trial start-up, activation, and ongoing fiscal performance. Key responsibilities include CTMS financial oversight, sponsor invoicing, grant tracking, and comprehensive financial reporting across industry sponsored, cooperative group, and investigator-initiated studies Education Note: Associates of Arts/Science with an additional 4 years of experience from required minimum may substitute for bachelor's degree. MUST HAVE EXPERIENCE IN CLINICAL RESEARCH TRIAL FINANCE If interested, apply today. Experience: 7 + years Research finance, clinical trials budgeting, or grants administration Required 7 + years Strong working knowledge of federal regulations Required 7 + years Familiar with NCI, NIH, and cooperative group financial guidelines Required 7 + years Pre-award budget development, post-award financial management Required Education: Bachelor of Accounting Or Bachelor of Business Administration Or Related Degree Or Bachelor of Health Administration Or Bachelor of Finance Or Primary Location: Downtown - Pavilion
Posted 4 weeks
Underwriter Development Program – Commercial Lines
Jacksonville, FL
At Amwins, we succeed together — and have a good time doing it. We know people don't leave companies. They leave cultures — which is why we work so hard on ours. At Amwins, we thrive on collaboration, not cutthroat competition. Our teams work together to help each other succeed, and we do right by our clients so they can do right by theirs. First and foremost, we invest in our employees. That investment shows in everything we do; education and development programs, comprehensive and competitive benefits, and an organizational structure that's 43% owned by employee shareholders. Our commitment to diversity, equity and inclusion helps cultivate an open, welcoming workplace that reflects the communities we serve. You will have the opportunity volunteer within Amwins through a wide range of committees and in your community through the Amwins Foundation and Summer of Service. Working at Amwins means you love what you do, how you do it and, ultimately, who you do it with. Whether it's today or 150 years from now, we continue to invest in our culture and your development so opportunities for growth and career advancement are never in short supply. At Amwins, we win together — and have a good time doing it. Learn more about us at amwins.com. We see you in Amwins blue! Launch your Sales and Underwriting Career with Amwins At Amwins, we're not just developing underwriters — we're building elite sales professionals. Our Underwriter Development Program (UDP) at Amwins Access is a 2.5-year intensive training track designed to fast-track your career as a Production Underwriter — a role that combines strategic sales with technical underwriting. This role is not a traditional underwriting position — it is a highly sales-driven role where you will be measured on performance metrics, build and manage your own profitable book of business, and take ownership of sourcing and developing new opportunities to underwrite throughout the program. If you're entrepreneurial, thrive in a competitive environment, and want a career where your effort drives your income, this is your runway. Please note that this position will have two start dates: April & June 2027 Program Break Down Phase 1: Underwriting, Technical & Sales Skills Training Participate in cohort-based, instructor-led training sessions and case studies Learn core underwriting concepts, risk evaluation, pricing, and policy structure Apply training directly in the office through hands-on underwriting experience alongside a dedicated mentor Quote new business and renewal accounts from retail agents Assist with servicing existing accounts, including endorsements, renewals, and policy changes Prospect for new retail agency relationships and business opportunities Conduct cold calls and attend agency visits Build and maintain relationships with retail agents and carrier partners Gain experience presenting products, negotiating terms, and positioning solutions Continue developing underwriting judgment while expanding external-facing responsibilities Phase 2: Business Development, Provisional Year Begin building and managing an individual book of business Develop and retain a client base while driving new revenue Strengthen long-term agency and carrier relationships Manage the end-to-end lifecycle of accounts with increasing autonomy Graduate from the program upon achieving established revenue targets Phase 3: Post Graduation of Program (Production Underwriter) Continue to grow and manage a personal book of business at Amwins Prospect for new business by developing strong relationships with retail agents through both traditional and creative marketing strategies Stay current on insurance company offerings and effectively leverage market opportunities to drive production Identify and develop new business markets and/or lines of business using sales techniques rooted in trust and long‑term relationship building Mentor, train, and develop new team members to support sustained growth and performance Key Responsibilities: Drive new revenue through relationship-based sales with retail agents. Get real-world training in sales strategy, negotiation, and market development. Analyze risk and underwrite accounts across Commercial Lines Leverage exclusive carrier relationships and state-of-the-art technology Travel to industry events, build your network, and learn from the best in the business. Mentor and manage your own team after completing the program What We're Looking For: Recent graduates (Bachelor's preferred) with fewer than 3 years of work experience Less than 12 months of insurance experience Competitive, goal-oriented individuals with a desire to excel in sales Strong communicators who love solving problems and building relationships What You'll Get: Structured development path with clear milestones Dedicated mentorship and leadership support Opportunity to build a long-term career at Amwins upon program graduation Base salary with unlimited income opportunity upon program graduation Full benefits from day 1 Access to exclusive insurance markets and powerful tech to help you win At Amwins, we win together — and have a good time doing it.