Job Results
Financial Services
Posted 4 days
Bodily Injury Claims Adjuster
DAVIES - Jacksonville, FL 32202
Description Our Story Imagine being part of a team that’s not just shaping the future but actively driving it. At Davies North America, we’re at the forefront of innovation and excellence, blending cutting-edge technology with top-tier professional services. As a vital part of the global Davies Group, we help businesses navigate risk, optimize operations, and spearhead transformation in the insurance and regulated sectors. We are seeking a Bodily Injury Claims Adjuster to join our dynamic claims team. In this role, you will be responsible for the timely and professional handling of third-party bodily injury claims across General Liability, Auto Liability, Errors & Omissions, and Law Enforcement exposures. You will manage claims from initial intake through final resolution, ensuring compliance with client guidelines, regulatory requirements, and Davies standards, while delivering exceptional service to all stakeholders. Key Responsibilities Adjust bodily injury, personal injury, and wrongdoing claims in a timely and professional manner Perform all duties outlined in the Property Damage Adjuster role Review new claim assignments within 24 hours and develop a clear plan of action Establish contact with insureds and claimants within 24 hours of assignment Conduct thorough investigations including: Gathering evidence and documentation Obtaining recorded statements from claimants, insureds, and witnesses Reviewing internal client investigation reports when applicable Evaluate damages and determine need for appraisers or field adjusters Review estimates and supporting documentation for accuracy and appropriateness Set reserves and maintain accurate claim evaluations Manage claim workflow and system reminders; ensure progress within 72 hours of assigned tasks Coordinate with defense counsel and monitor litigation activity when applicable Handle claim denials in accordance with client and regulatory guidelines Request payment authorization in alignment with client and Davies procedures Maintain consistent, professional communication with clients, claimants, and partners Ensure accurate and timely documentation of all claim activity in the claim system Manage Medicare reporting and compliance where applicable Run ISO ClaimSearch and evaluate potential fraud indicators Identify and report claims to excess carriers when thresholds are met Respond to reservation of rights and excess carrier communications as needed Maintain compliance with state regulations (including PIP/No-Fault laws where applicable) Monitor claim progress and maintain a target 95% claim closure ratio Participate in continuing education to maintain adjuster licensure Support team members and assist leadership with additional duties as assigned Skills, knowledge & expertise Active Adjuster License (required, as applicable by state) Relevant claims adjusting experience (bodily injury and liability required) Experience handling bodily injury and liability claims (GL, Auto, E&O, Law Enforcement preferred) Strong investigative and analytical skills Ability to evaluate liability, damages, and exposure Knowledge of litigation processes and working with defense counsel Understanding of coverage analysis and claims handling best practices Familiarity with Medicare reporting requirements and compliance Strong written and verbal communication skills Highly organized with the ability to manage multiple claims and deadlines Experience with claims management systems and documentation standards Ability to work independently and exercise sound judgment Working knowledge of No-Fault/PIP laws (preferred) Equal Employment Opportunity & Legal Notices Benefits At Davies North America, we are dedicated to supporting the well‑being and future of our qualifying employees. Our comprehensive benefits package includes: Medical, dental, and vision plans to support your health and that of your family A 401(k) plan with employer matching Time‑off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non‑exempt employees Paid holidays Life insurance and short‑term and long‑term disability coverage Benefit offerings, eligibility, and required employer contributions may vary based on role, classification, and applicable federal, state, and local laws, including those tied to an employee’s primary work location. Where required by law, the Company provides paid sick leave, paid family and parental leave, and other mandated benefits in accordance with applicable state and local requirements. Diversity and Inclusion Davies is dedicated to fostering a diverse and inclusive workplace that embraces a wide range of perspectives and experiences. We believe that diversity of thought is essential for innovation and creativity, and we actively promote an environment where all voices are valued and heard. Compensation Transparency: The salary range listed reflects the full compensation band for this role across all locations. Actual compensation will be based on factors such as skills, experience, qualifications, and geographic location, which may impact the final offer. We share ranges to remain transparent and consistent with pay equity practices. Background Check & Fair Chance Compliance Any background check or review of criminal history, if applicable to the role, will be conducted only after a conditional offer of employment and in compliance with applicable federal, state, and local laws, including fair‑chance hiring requirements. Massachusetts Notice It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. We do not use sites like Facebook, Craigslist, or Telegram to recruit or interview potential employees or contractors. If you have been asked to provide any information through any method other than our career portal, please email us at [email protected] About Davies We are a specialist professional services and technology firm, working in partnership with leading insurance, highly regulated and global businesses. We help our clients to manage risk, operate their core business processes, transform and grow. We deliver professional services and technology solutions across the risk and insurance value chain, including excellence in claims, underwriting, distribution, regulation & risk, customer experience, human capital, digital transformation & change management. Our global team of more than 8,000 professionals operate across ten countries, including the UK & the U.S. Over the past ten years Davies has grown its annual revenues more than 20-fold, investing heavily in research & development, innovation & automation, colleague development, and client service. Today the group serves more than 1,500 insurance, financial services, public sector, and other highly regulated clients.
Posted 4 days
Technical Accounting & Reporting Senior Consultant
Deloitte - Jacksonville, FL 32202
We are seeking an experienced Senior Manager to lead delivery, drive quality, and serve as a trusted advisor to clients navigating the public company Securities and Exchange Commission (SEC) reporting environment. This role is critical to ensuring we deliver a consistent, high-quality outsourced SEC reporting service. Recruiting for this role ends on 7/10/2026. Work you'll do The Senior Manager will operate at the center of our engagements, acting as the primary point of contact for clients while coordinating across internal teams to drive efficient, scalable delivery. Lead delivery of complex SEC reporting engagements, including preparation and delivery of Forms 10-K, 10-Q and 8-K and advise clients on matters related to SEC reporting and compliance matters Serve as the primary day-to-day point of contact across engagements, collaborating with the client and monitoring team progress to ensure alignment with work programs and professional standards Ensure high-quality, timely, and consistent delivery aligned with client expectations and deadlines Proactively manage risks and resolve issues across engagements Demonstrate the value of the outsourced model through strong execution and client experience Coordinate across internal teams to ensure appropriate resourcing and leverage Coordinate with Deloitte's SEC services group to ensure proper quality control is applied and reviews are performed to each engagement Drive consistency and scalability in delivery processes Establish best practices for engagement management and execution Support the build-out and maturation of the SEC Operate offering Lead proactive, transparent communication with clients Build strong, trusted relationships with client stakeholders Translate technical SEC reporting requirements into clear, actionable guidance Support business development efforts by bringing first-hand SEC reporting experience to client conversations Contribute to proposals and participate in client pitches 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 Our team culture is collaborative and encourages team members to take initiative and seek on-the-job learning opportunities. Audit & Assurance services are focused on engagements related to independent External Audit services, Accounting, Controls & Reporting Advisory, and Specialized Assurance & Sustainability. We bring together the diverse skills and industry experience of our people, leading-edge technology, and a global network to deliver high-quality audits of financial statements and internal controls over financial reporting, along with assurance reports and valuable advice and insights across the corporate reporting landscape. Learn more about Deloitte Audit & Assurance. Qualifications: Required Bachelor's degree in accounting or related field Advanced degree in accounting or related field, active CPA license Strong knowledge of SEC reporting with experience as a SEC reporting director or manager or equivalent position; 3+ years of direct SEC experience plus 5+ years of public accounting or equivalent experience, ideally within a public accounting and/or advisory environment 5+ years of experience in managing and supervising teams Strong technical accounting and financial reporting background with strong knowledge of SEC reporting, US GAAP and SOX standards Proven ability to lead complex, multi-threaded projects with competing priorities Excellent communication, stakeholder management, and project leadership skills You should reside within a commutable distance of your assigned office with the ability to commute daily, if required You can expect to co-locate, on average, 3 times a week with variations based on types of work/projects and client locations Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve Limited immigration sponsorship may be available Preferred: Experience working within the Technology, Media and Telecommunication and/or Life Science industry preferred Experience with Workiva Knowledge of common Enterprise Resource Planning (ERP) and accounting systems (i.e., Oracle, SAP, PeopleSoft, JD Edwards, Workday, NetSuite, Microsoft Dynamics 365). 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 $134,475 - $269,875. 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
Accounting and Finance Manager for Massy Distribution USA
Rowe's IGA Supermarkets - Jacksonville, FL 32218
At Rowe’s, we are passionate about providing an exciting and rewarding grocery shopping experience. Our customers, our families, and the communities we live and work deeply matter to us. We strive for excellence in everything we do and aim to make a meaningful difference in the communities we serve. We are looking for an Accounting and Finance Manager to support Massy Distribution USA Flexibility to travel to Miami Office needed. The Accounting and Finance Manager is responsible for managing the end-to-end accounting function, ensures compliance with local and international accounting/financial reporting standards and regulations. The role is responsible for financial planning, budgeting, reporting and compliance with group policies. This role involves analyzing financial data, providing insights for decision-making, ensuring regulatory compliance, and implementing cost-saving initiatives. The Finance and Accounting Manager works closely with senior leadership to drive financial performance and growth. KEY DUTIES AND RESPONSIBILITIES: Financial Management & Reporting: Oversee daily accounting operations including accounts receivable, accounts payable, general ledger, payroll and bank reconciliations. Prepare timely and accurate monthly, quarterly, and annual financial statements. Ensure compliance with IFRS and required tax laws. Prepare financial reports, including profit and loss statements, balance sheets, and cash flow statements. Provide financial insights and analysis to senior management and department heads. Support business decision-making through financial modeling and scenario analysis. Communicate financial performance to internal and external stakeholders. Preparation of Board reports inclusive of non-financial and ERM reporting as required.Financial Planning & Analysis: Develop and monitor budgets, forecasts, and financial plans. Analyze financial performance, trends, and variances to provide actionable insights. Identify and mitigate risks related to inventory shrinkage, damage, and theft Inventory Management Oversee monthly inventory cycle counts and annual inventory count. Implement and enforce inventory control policies, including cycle counts, stock audits, and reconciliation. Cash Flow & Treasury Management: Monitor and manage company cash flow and liquidity. Develop investment and funding strategies. Manage banking relationships and financial agreements. Support Supplier Relationships as needed Cost Management & Optimization: Identify cost-saving opportunities, margin improvement strategies and process improvements. Monitor and analyze expenses and recommend financial strategies to improve efficiency. Implement financial controls and risk management policies. Governance & Compliance: Ensure accurate financial record-keeping and compliance with accounting standards. Establish and maintain sound internal controls and financial policies. Oversee month-end and year-end closing processes. Lead Internal member to work on all audits with external auditors and regulatory bodies ensuring compliance with financial regulations. Ensure minimal management letter points from closed audits and 100% closure of open points. Qualifications & Experience Bachelor's degree in Finance, Accounting or Management MBA or CPA will be considered an asset 5+ years of experience in Accounting or a related role. Strong knowledge of financial reporting, budgeting, and accounting principles. Analytical, problem-solving, and decision-making skills. Strong leadership and communication abilities. Requirements • High level of integrity. • Driven. • Positive. • Organized. • Analytical. • Detailed. • Team player. • Ability to multi-task. • Entrepreneurial Mindset. Skills Microsoft Office Suite Proficiency in financial software and ERP systems (e.g., SAP, QuickBooks, Oracle). Understanding of financial risk management strategies. Understanding of financial risk management strategies. Ability to work in a fast-paced and dynamic environment.
Posted 4 days
Life Actuary Senior Consultant
Deloitte - Jacksonville, FL 32202
Our Human Capital practice is at the forefront of transforming the nature of work. As converging forces reshape industries, our team uniquely addresses the complexities of work, workforce, and workplace dynamics. We leverage sector-specific insights and cross-domain perspectives to help organizations tackle their most challenging workforce issues and align talent strategies with their strategic visions. Our practice is renowned for making work better for humans and humans better at work. Be part of this exciting era of change and join us on this transformative journey. Recruiting for this role ends on 08/01/2026. Work you'll do As an Actuarial Senior Consultant on the Insights, Innovation & Operate team, you will be responsible for advising life insurance and annuity clients on actuarial modernization, business transformation, and analytical initiatives. Monitor life insurance and annuity product, market, and regulatory developments to anticipate client needs and inform solution design Redesign and modernize business functions including underwriting, new business, product development, financial reporting, modeling, and adjacent actuarial processes Support the deployment of tools, technologies, data sources, and analytics to improve stakeholder experience, reduce cost, and generate actionable insights Contribute to the design and deployment of proprietary models, algorithms, data sets, and other project accelerators in a consulting environment Collaborate with cross-functional teams and senior leaders to support solution development, sales efforts, actuarial assurance activities, and practice development initiatives 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 provide clear guidance to others The team Insights, Innovation, and Operate Our Insights, Innovation & Operate Offering is designed to enhance key aspects of our clients' businesses by leveraging cutting-edge technology, data, and a blend of deep technical and human expertise. We innovate and deliver creative, industry-specific solutions that streamline operations and accelerate speed-to-value. Qualifications Required: Bachelor's degree 4+ years of actuarial experience supporting life insurance or annuity products Successful completion of 4 actuarial exams 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: 4+ years of experience in product development, including product design, pricing, filing, and implementation across one or more distribution channels 4+ years of experience developing experience studies for life actuarial assumptions including lapse, mortality, and expense assumptions 4+ years of experience in assumption setting for pricing, forecasting, financial reporting, or embedded value applications 4+ years of experience building actuarial projection models for pricing, financial planning, asset liability management, or financial reporting 4+ years of experience in financial reporting using statutory, United States Generally Accepted Accounting Principles, International Financial Reporting Standards, or tax accounting methodologies 2+ years of experience supporting mergers and acquisitions, including purchase accounting For individuals assigned and/or hired to work in Colorado, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to Colorado and 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. 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 $128,000 - $252,500. 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
Delivery Leader, Core Financial Systems
Deloitte - Jacksonville, FL 32202
Senior Manager, Delivery Leader - Core Financial Systems We are seeking a senior delivery leader to lead a large-scale finance transformation technology program with significant systems integration complexity. This role requires a seasoned professional who combines deep experience delivering complex enterprise technology programs with strong finance domain knowledge and a practical understanding of the broader application ecosystem. The ideal candidate can operate credibly with CFO organizations, IT leadership, integrators, and business stakeholders to drive end-to-end delivery across strategy, design, integration, testing, deployment, and stabilization. Recruiting for this role ends on 8/7/2026. Work you'll do As a Firm Enterprise Solutions Director, Delivery Management on the Finance Transformation Delivery team, you will be responsible for: Leading end-to-end delivery of a finance transformation technology program, with accountability for scope, schedule, budget, quality, and outcomes Overseeing systems integration across the finance application landscape, including enterprise resource planning (ERP), enterprise performance management (EPM), data platforms, reporting tools, workflow solutions, and connected enterprise systems Partnering with finance, accounting, controllership, tax, treasury, financial planning and analysis, and information technology stakeholders to align business requirements with technology design and delivery Managing cross-functional teams across business, product, architecture, data, integration, testing, security, and change management functions, as well as third-party vendors Driving governance, executive reporting, risk, dependency, and issue management across design, integration, testing, deployment, stabilization, and transition to steady-state support 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 The Finance Transformation Delivery team helps organizations modernize finance processes, technology, and operating models to support performance, compliance, and scalability. The team works across finance and technology functions to deliver enterprise solutions spanning ERP, EPM, data, reporting, controls, and systems integration. Professionals in this space partner with CFO organizations, information technology leaders, and business stakeholders to lead transformation programs from strategy and design through deployment and stabilization. Qualifications Required: 12+ years of experience leading enterprise technology or transformation programs with systems integration responsibility 7+ years of experience supporting finance transformation initiatives in large, matrixed organizations Bachelor's degree in Finance, Accounting, Computer Science, Information Systems, Engineering, or a related field Experience with finance processes, including record-to-report, procure-to-pay, order-to-cash, financial planning, consolidation, close, and management reporting Experience delivering integrated finance platforms such as SAP, Oracle, Workday, OneStream, Anaplan, or BlackLine Experience managing large, cross-functional delivery teams, third-party system integrators, executive stakeholders, and program governance in high-visibility environments Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve. Limited immigration sponsorship may be available. Preferred: Experience in large-scale ERP or finance modernization programs involving multiple releases or geographies Experience in finance operations, controllership, accounting transformation, hosted information technology, or consulting-led finance transformation programs Experience with data governance, enterprise architecture, Sarbanes-Oxley (SOX) controls, and audit considerations Experience with Agile, hybrid, or waterfall delivery models in complex enterprise environments Master of Business Administration (MBA), Certified Public Accountant (CPA), Certified Management Accountant (CMA), Project Management Professional (PMP), or similar certification 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 $144,300 to $296,100. 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. EA_ExpHire PXE_JOBS #LI-Remote
Posted 4 days
Part Time (30 Hours) Associate Banker, San Jose and Mandarin Branch, Jacksonville, FL
JPMorganChase - Jacksonville, FL 32223
JOB DESCRIPTION At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts – helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients. Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience. Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. ABOUT US Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Posted 4 days
Senior Financial Analyst
Ponte Vedra, FL 32081
Company Description Treace’s mission is to be the leader in the surgical treatment of bunions by establishing the Lapiplasty® System as the standard of care. We are committed to operating our business with the highest standards of ethical conduct. We intend to exceed our customers’ expectations through an innovation-driven, high-velocity approach to solving treatment and surgical problems. With our products and services, our mission is to assist foot and ankle surgeons in improving patient outcomes and reducing healthcare costs, while providing rewarding experiences and opportunities for our employees and stakeholders. Job Description We are currently seeking a talented and detail-oriented Senior Financial Analyst to join our team. The ideal candidate will support our financial planning, analysis, and reporting processes and work closely with our Senior Finance Manager for FP&A. This is an excellent opportunity to contribute to our organization by delivering accurate and timely month-end reporting, variance analysis, and participating in annual operating activities. Primary Duties and Responsibilities Prepare monthly, quarterly, and annual corporate reports summarizing financial results and key performance metrics. Organize data from multiple sources to ensure timely analysis and accurate payouts. Assist with financial planning, including executing annual planning processes, forecasting, and capital budgeting. Perform financial modeling and maintain data sources to support organizational decision-making. Identify and drive process improvements by developing standard and ad-hoc analytics, reports, and tools. Participate in a variety of cross-functional projects and collaborate closely with other departments. Conduct ad hoc analysis as needed to address organizational priorities. Knowledge, Skills, and Abilities Strong analytical skills, problem-solving abilities, and proficiency in data management. Attention to detail, accuracy, and the ability to prioritize multiple tasks effectively. A solid understanding of budgeting and forecasting processes. Strong financial acumen and expertise in month-end closing processes. Advanced proficiency with Microsoft Excel and intermediate skills in other MS Office applications (Word, Outlook, PowerPoint). Strong communication and collaboration skills, with the ability to effectively work in cross-functional teams. Demonstrate integrity, flexibility, adaptability, sound judgment, and critical thinking capabilities. This is an exciting opportunity for a motivated individual to make a significant impact on our organization's financial operations. If you are passionate about finance, have strong analytical skills, and want to contribute to a dynamic team, we would love to hear from you. Qualifications Minimum of five (7) years’ experience as a financial analyst, accounting or closely related role required. Associate’s degree in Accounting, Finance, or a closely related field is required. Bachelor’s degree preferred Additional Information All your information will be kept confidential according to EEO guidelines. Treace's Privacy Policy It is Treace’s policy not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, national origin, race, religion, veteran status or any other characteristic protected by applicable law. EEO/Disabled/Veterans Employer Treace is a drug free employer.
Posted 4 days
Financial Solutions Advisor – San Marco Financial Center
Bank of America - Jacksonville, FL 32207
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
Posted 4 days
Market Financial Center Manager – Jacksonville South Market
Bank of America - Saint Johns, FL 32259
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively. Responsibilities: Operates as a back up financial center leader within a market Manages client traffic, engaging and appropriately routing clients, and fostering client retention Manages business results through formalized management routines and coaching Creates a world class client experience environment Manages market-level initiative prescribed by market leaders Drives operational excellence Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results. Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. People Manager & Coach: Knows and develops team members through coaching and feedback. Financial Steward: Manages expenses and demonstrates an owner’s mindset. Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Required Qualifications: Minimum of one year of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability Proven record of balancing risk and making sound decisions while achieving business goals Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills Proficiency in computer skills and professional programs (for example, Microsoft Office) Must be able to work weekends and/or extended hours and travel to any financial center within the defined market Desired Qualifications: One year of management experience including hiring, coaching and developing direct reports Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality Bachelor’s Degree in related field Bilingual (fluent verbal and written) Skills: Coaching Customer Service Management Customer and Client Focus Performance Management Talent Development Business Operations Management Recruiting Result Orientation Risk Management Sales Performance Management Inclusive Leadership Leadership Development Prioritization Problem Solving Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
Posted 4 days
CFS Manager – Used
AutoNation - Jacksonville, FL 32225
As an F&I Manager, you’ll be empowered with the resources and support needed to get every driver into the perfect deal – including a fully transparent selling process and preferred relationships with 30+ lenders. We represent 36 brands in 16 states, so there’s always opportunity to grow your career as an F&I Manager and beyond. Join AutoNation and accelerate as far and fast as your talent and our support can take you. Working in our no-haggle sales environment, the F&I Manager makes credit decisions, submits deals to our lenders for approval and helps bridge disconnects in the sales process. Lead the Future of Automotive Retail. At AutoNation, innovation drives everything we do—from automotive retail to vehicle service to automotive finance. As a Fortune 200 company, we’re looking for leaders who are ready to shape the future of automotive retail. Why You’ll Love Working Here: National scale with entrepreneurial spirit Inclusive culture and diverse leadership Competitive compensation and benefits Opportunities to make a real impact Our values and culture What We’re Looking For: Proven leadership experience Strategic thinking and execution skills Passion for innovation and people development Explore leadership opportunities at AutoNation today. What will I do every day? Welcome customers to the store and transition them from Sales to Finance during their vehicle purchase process Work directly with our employees and customers to develop relationships Determine customer financing needs and payment options based on a consultative interview process Present a fully transparent pricing menu to customers detailing their financing options and products Process finance transactions and ensure 100% compliance with all state and federal laws and regulations Follow up with customers to ensure satisfaction Build rapport with customers to create a base of referrals Set and achieve targeted sales goals Gain superior product knowledge to effectively help customers Ensure that all administrative processes are handled in a timely fashion and in compliance with company policy Provide an exceptional customer experience to drive loyalty What are the requirements for the F&I Manager? High school diploma or equivalent Proven ability to provide an exceptional customer experience Ability to set and achieve targeted goals Highly detail-oriented and organized Prior sales experience preferred but not required Demonstrated communication, consultative, interpersonal and organizational skills Experience and desire to work with technology Why should I come work for AutoNation? You want to work for a car dealer that has a strong moral compass and treats all its associates with respect Exciting Benefits and Perks Await You: Competitive compensation and 401k matching Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits. Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.