Job Results
Financial Services
Posted 4 weeks
Budget Analyst
Jacksonville University - Jacksonville, FL 32211
Position Summary: The Budget Analyst conducts highly responsible work analyzing and managing financial resources within the University, ensuring efficient allocation and adherence to budgetary guidelines. This role protects the University’s interests by working within established financial guidelines to ensure fiscal accountability and responsibility, while providing quality customer service. The Budget Analyst will develop budgetary projections and review the status of the budget throughout the year, completing budgetary adjustments as needed. This position must also develop and maintain effective working relationships with internal and external stakeholders. Key Responsibilities: Budget Preparation: Collaborate with University leadership and stakeholders to develop the University’s annual budget including producing complex reports and simplifying those projections for presentation to leadership. Review budget proposals and requests for completeness, accuracy, and compliance with the University’s guidelines and financial best practices. Summarize budget requests, ensure all necessary information is provided, conduct research when needed. Offer insight and recommendations, as appropriate, regarding new funding requests and ways to improve the University’s financial position. Estimate future financial needs based on the current financial climate, legislative changes, market conditions, contracts, and known University needs. Defend budget decisions to University management and stakeholders. In partnership with the University’s Comptroller’s Office and Financial Affairs leadership, develop and maintain a chart of accounts that allows for appropriate tracking and reporting of department budgets and expenditures. Budget Maintenance: Monitor spending to ensure compliance with the approved annual budget. Maintain expenditure controls through spend tracking and periodic reporting, including budget modifications and transfers when needed. Maintain awareness of the current budgetary situation and escalate to leadership any concerns on shortfalls or overages that require attention. Enter and maintain budget information in the University’s ERP system. Produce training materials to assist University staff with reviewing and complying with their approved budget. Assist with the development of budget-related University policies and procedures. Analysis: Conduct cost-benefit analyses to determine return on investments. Prepare regular and special budget reports as needed. Represent the Budget team in the resolution of budgetary problems; determining recourse where possible; preparing correspondence to begin the resolution process; and seeking leadership assistance as needed. Compile information from various sources to prepare reports and ensure that required reports are submitted accurately. Maintain files for as required for auditing purposes; providing auditors with information as requested. Stay abreast of applicable laws, regulations, policies, statutes, and best practices that impact the budgeting and financial management profession. Analyze data and make recommendations for improving current processes. Assist leadership staff by bringing unusual problems to their attention, or matters requiring escalation. Qualifications: Education: A bachelor’s degree in business, accounting, finance, economics, or a related field is preferred. Equivalent work experience in financial management, accounting, or a related area will also be considered. Experience: Prior experience in preparing budgets and monitoring expenditures in large organizations. Familiarity with data analysis, development of presentations, and ERP software is preferred Skills: Strong organizational abilities; attention to detail focused on the accuracy of financial reporting; proficiency in financial reporting software, databases, and the Microsoft Office Suite, specifically Excel; the ability to function well independently and in a team environment; and excellent communication skills. Ability to maintain confidentiality and uphold ethical standards.
Posted 4 weeks
Budget Analyst
Jacksonville University - Jacksonville, FL 32211
Position Summary: The Budget Analyst conducts highly responsible work analyzing and managing financial resources within the University, ensuring efficient allocation and adherence to budgetary guidelines. This role protects the University’s interests by working within established financial guidelines to ensure fiscal accountability and responsibility, while providing quality customer service. The Budget Analyst will develop budgetary projections and review the status of the budget throughout the year, completing budgetary adjustments as needed. This position must also develop and maintain effective working relationships with internal and external stakeholders. Key Responsibilities: Budget Preparation: Collaborate with University leadership and stakeholders to develop the University’s annual budget including producing complex reports and simplifying those projections for presentation to leadership. Review budget proposals and requests for completeness, accuracy, and compliance with the University’s guidelines and financial best practices. Summarize budget requests, ensure all necessary information is provided, conduct research when needed. Offer insight and recommendations, as appropriate, regarding new funding requests and ways to improve the University’s financial position. Estimate future financial needs based on the current financial climate, legislative changes, market conditions, contracts, and known University needs. Defend budget decisions to University management and stakeholders. In partnership with the University’s Comptroller’s Office and Financial Affairs leadership, develop and maintain a chart of accounts that allows for appropriate tracking and reporting of department budgets and expenditures. Budget Maintenance: Monitor spending to ensure compliance with the approved annual budget. Maintain expenditure controls through spend tracking and periodic reporting, including budget modifications and transfers when needed. Maintain awareness of the current budgetary situation and escalate to leadership any concerns on shortfalls or overages that require attention. Enter and maintain budget information in the University’s ERP system. Produce training materials to assist University staff with reviewing and complying with their approved budget. Assist with the development of budget-related University policies and procedures. Analysis: Conduct cost-benefit analyses to determine return on investments. Prepare regular and special budget reports as needed. Represent the Budget team in the resolution of budgetary problems; determining recourse where possible; preparing correspondence to begin the resolution process; and seeking leadership assistance as needed. Compile information from various sources to prepare reports and ensure that required reports are submitted accurately. Maintain files for as required for auditing purposes; providing auditors with information as requested. Stay abreast of applicable laws, regulations, policies, statutes, and best practices that impact the budgeting and financial management profession. Analyze data and make recommendations for improving current processes. Assist leadership staff by bringing unusual problems to their attention, or matters requiring escalation. Qualifications: Education: A bachelor’s degree in business, accounting, finance, economics, or a related field is preferred. Equivalent work experience in financial management, accounting, or a related area will also be considered. Experience: Prior experience in preparing budgets and monitoring expenditures in large organizations. Familiarity with data analysis, development of presentations, and ERP software is preferred Skills: Strong organizational abilities; attention to detail focused on the accuracy of financial reporting; proficiency in financial reporting software, databases, and the Microsoft Office Suite, specifically Excel; the ability to function well independently and in a team environment; and excellent communication skills. Ability to maintain confidentiality and uphold ethical standards.
Posted 4 weeks
Finance Leadership Development Associate
CSX - Jacksonville, FL
IMPORTANT: This program will have a start date of Summer 2026 Job Summary CSX is a Fortune 500 transportation company seeking future business leaders to help foster growth, efficiency, and innovation. Leadership Development Associates identify solutions and influence business decisions based on sound financial analysis and communication. The Associate will rotate through high-value projects across the three core areas of the Finance Department - Commercial, Operations, and Corporate Finance – prior to entering a longer-term position on the Finance team. The program also provides a structured orientation to CSX, Finance, and the Railroad industry as well as training focused on developing future leaders within the company. Many of our Leadership Development Associates go on to serve in leadership positions within Finance and across the company. Primary Activities and Responsibilities Work with business partners to analyze marketing, operating, and capital projects to understand economic tradeoffs and help make real-time business decisions Provide analytical support for operations reviews, resource allocations, and financial valuations Communicate analyses through presentations to senior management in the department and business partners from other departments Miscellaneous activities and responsibilities as assigned by manager Minimum Qualifications Bachelor's degree in Finance, Accounting, Business Administration, Business Management, Information Science, Engineering, Mathematics, Statistics, Economics, or Computer Science from an accredited institution; required to be completed by June 2026 Grade point average of at least 3.2 (based on a 4-point scale) overall Preferred Qualifications Master's degree from an accredited institution to be completed by June 2026 1 or more years of corporate finance-related experience or 1 or more corporate finance-related internships Grade point average of 3.5 or higher (based on a 4-point scale) in the related major field of study for your highest degree Knowledge and Skills Ability to deliver presentations to senior level audiences Ability to analyze complex business issues and make sound business decisions Strong oral and written communication skills Microsoft Office skills Knowledge of corporate financial principles and practices Job Requirements Work schedule may vary in length and schedule (may include a nonstandard workweek) Work inside an office environment with some travel and exposure to field operations Successfully complete a background check and drug test
Posted 4 weeks
Home Lending – Correspondent Finance & Business Management – Vice President
JPMorganChase - Jacksonville, FL 32256
JOB DESCRIPTION The Correspondent Finance team is responsible for developing and overseeing financial analysis to support business planning and decision-making. The team is an integral collaborator with business leaders to align financial strategies with business objectives. The team acts as trusted advisors to the business & finance leadership and are directly involved with efforts to optimize business performance through revenue and expense management initiatives. As a Finance and Business Management Vice President within the Correspondent Finance team, you will play a pivotal role in driving business results through individual and collaborative delivery methods, while maintaining a robust risk management and compliance discipline. If you are a strategic thinker with strong analytical skills and the ability to define and lead cross-functional teams to achieve goals, please apply today. Job Responsibilities: Serve as Financial Planning and Analysis lead for Home Lending Correspondent channel overseeing administration of annual budget and related forecast work Support strategic transformation activities through timely and thorough financial analysis to ensure channel initiatives are positioned for success Become a subject matter expert in the Home Lending business including, pricing and revenue management concepts, operational expense drivers and associated capacity costs Partner closely with the business and key support functions (Decision Sciences, Sales Support, Product, Capital Markets) to optimize channel offerings, monitor competitiveness, and create value added analysis Conduct and perform ad-hoc financial analysis at both the client and business level based on sales and senior management requests Identify, escalate and mitigate business risks that could impair our ability to do business: e.g. fair lending, legal, regulatory, capacity issues Required Qualifications, Capabilities, and Skills: Bachelor's degree in Business, Finance, or related field 6+ years of work experience in Financial Services Advanced skills in Excel and PowerPoint. Exceptional analytical and problem solving skills with ability to think strategically, analyze large data sets, and present conclusions concisely Demonstrated ability to apply critical thinking to solve problems and improve processes Highly motivated self-starter with excellent time management/prioritization skills Strong verbal and written communication skills Preferred Qualifications, Capabilities, and Skills: MBA preferred Knowledge and/or experience with Alteryx/Tableau/Power BI Experience leading a team and/or other people leaders preferred 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. Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
Posted 4 weeks
Tax Senior, Private Equity
Deloitte - Jacksonville, FL 32202
Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, and advising on important tax and business issues? If you're a tax professional who wants to develop and thrive in the most strategic part of our tax practice and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities Will Include: Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings Coordinating and communicating with client contacts as required to gather information to complete their tax returns. Training, mentoring, and supervising new and experienced-level tax staff, and attending required Deloitte Tax LLP and sector-specific trainings. Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the organization. The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. Qualifications Required: Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns Experience with investment management or partnership taxation Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships Bachelor's degree in Accounting, Finance, or other business-related field Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve One of the following active accreditations obtained, in process, or must be willing and able to obtain: Licensed CPA in state of practice/primary office if eligible to sit for the CPA If not CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) Preferred: Advanced degree such as Masters of Tax, JD, and/or LLM Previous Big 4 experience or large CPA firm experience Knowledge of fund accounting and general ledger accounting Experience working in a fast-paced, team environment Strong verbal and written communication skills 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 $66,570 to $151,580. 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. Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html Btstax fsitax
Posted 4 weeks
Tax Manager – Hedge Funds
Deloitte - Jacksonville, FL 32202
Hedge funds-Are you passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate allocations? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you! What You'll Do Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. trader vs. investor determination, and identifying necessary federal, international and state investor reporting. Managers in our Hedge Fund Tax practice perform detail-level review of tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. Tax Manager build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor and supervise seniors and new and experienced-level staff as well attend required national and sector-specific training for their own development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. Qualifications Required: Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per weekS 5+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns Bachelor's degree in accounting, finance, or other business-related field Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations Experience working in a fast-paced, team environment Experience managing projects, including scheduling, budgeting, client correspondence and billing Strong verbal and written communication skills Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve One of the following active accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA If not CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) Preferred: Advanced degree such as Masters of Tax, JD, and/or LLM Previous Big 4 or large CPA firm experience Knowledge of fund accounting and general ledger accounting The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,980 to $193,440. 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. Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html fsitax
Posted 4 weeks
Tax Manager – Private Equity
Deloitte - Jacksonville, FL 32202
Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, leading and mentoring teams, and advising on important tax and business issues? If you're a leader who wants to develop and thrive in the most strategic part of our tax practice and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on May 31, 2026. What you'll do As a Tax Manager, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities will include: Performing high-level reviews of tax research, partnership work papers, allocations, and tax filings Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the organization Training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors Taking on lead client-contact roles Billing and profitability analysis on engagements Involvement in marketplace eminence building and pursuits The team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. Qualifications Required: Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week Bachelor's degree in Accounting, Finance, or other business-related field 5+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns 3+ years' experience with investment management or partnership taxation Experience managing projects including scheduling, budgeting, client correspondence, and billing Experience working in a fast-paced, team environment Strong verbal and written communication skills Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve One of the following active accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA If not CPA eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) Preferred Previous Big 4 experience or large CPA firm equivalent Knowledge of fund accounting and general ledger accounting 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 $93,660 to $213,200. 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. Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html btstax fsitax
Posted 4 weeks
Liquidity Reporting Analyst – Associate
Deutsche Bank - Jacksonville, FL 32256
Liquidity Reporting Analyst - Associate Job ID: R0385514 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2025-08-26 Location: Jacksonville Position Overview Job Title Liquidity Reporting Analyst Corporate Title Associate Location Jacksonville, FL Overview The Liquidity and Treasury Reporting and Analysis (LTRA) team is responsible for internal and external liquidity reporting and analysis, as well as ensuring the effective execution of data accuracy and completeness controls aspects covering the Bank’s U.S. operations including complex financial transactions. The role is within the finance function, working on daily liquidity reporting and analysis for the Americas. The key reporting responsibilities include daily reporting of Internal Liquidity Stress Test and FR2052a. You will be working within Treasury area, dealing with reporting and analysis of complex transactions for funding banking activity. This will involve communicating with other Finance teams, as well as with Operations and Front Office groups as needed to resolve any issues as they arise and working on projects to enhance our reporting to our financial regulators, shareholders, and Front Office. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs What You’ll Do Review and finalize the production on the daily liquidity reporting for the U.S. based entities of the Bank, including the FR2052a, Liquidity Coverage Ratio (LCR), Net Stable Funding Ratio (NSFR) and Internal Liquidity Stress Test Investigate and identify the key drivers of changes in the liquidity position of the U.S. entities of the Bank and provide descriptive analysis to internal stakeholders in Treasury Liquidity Management Execute key controls, including the review and finalization of the liquidity reporting to balance sheet reconciliations and the establishment of any compensating controls, Prepare written and evidentiary materials for audit and regulatory exams. This includes activities in the context of regulatory finding closure Key input into business requirements for change initiatives, particularly around CUSO Treasury reporting. User-acceptance testing of change initiatives and the implementation of changes and enhancements Identify the root cause of data quality issues, as well as developing and executing tactical solutions to any issues that risk impacting the reporting Execute tactical and manual work-arounds in the reporting to accommodate high-priority business objectives that cannot wait for strategic funding and development Skills You’ll Need Undergraduate degree in Finance, Accounting or Economics. Finance and business-related course work strongly preferred Basic accounting and investment banking knowledge Exceptional knowledge and skill in business suite desktop applications CPA, CFA, FRM, PRM or other related license/certification Previous experience in an accounting, finance or regulatory reporting capacity in banking, insurance or internal audit is preferred Skills That Will Help You Excel Clear and concise communication evidenced in resume and any ensuing interviews Adept at working in a matrix reporting organization and counterparts from different regions Demonstrates high integrity and consistently knows how make the right choices Driven to address complex issues and resourceful in collaborating for solutions Expectations It is the Bank’s expectation that employees hired into this role will work in the Jacksonville office in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in Jacksonville is $54,000 to $77,400. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees https://careers.db.com/life The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email [email protected] . #LI-HYBRID We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Bank’s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights" ; "Employee Rights and Responsibilities under the Family and Medical Leave Act" ; and "Employee Polygraph Protection Act" .
Posted 4 weeks
Public Investments Accountant
Macquarie Group - Jacksonville, FL 32207
Join our Macquarie Asset Management Finance team in Jacksonville, FL supporting our Public Investments business and take on a broad range of responsibilities across financial control, financial reporting and financial compliance. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes. What role will you play? You will be involved in preparing the financial statements for group subsidiary entities, managing audit requirements and responding to/resolving audit queries with the right level of escalation. In addition, you will assist the Tax Reporting team by providing legal entity performance drivers and fluctuations analysis for the preparation of tax returns and regular payments. What you offer Bachelor’s degree in Accounting or related field 2 - 4+ years of experience in accounting/finance, preferably in a role focused on technical accounting or financial reporting Postgraduate / professional accounting qualification, CPA preferred Prior experience in Group Reporting, Financial Statement Preparation, US GAAP and IFRS exposure preferred. We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply. What we offer At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include: 1 wellbeing leave day per year and a minimum of 25 days of annual leave 20 weeks’ paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks’ paid leave for secondary caregivers 2 days of paid volunteer leave and donation matching Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription Recognition and service awards Hybrid and flexible working arrangements, dependent on role Reimbursement for work from home equipment About Financial Management, People and Engagement Financial Management, People and Engagement (FPE) provides a single interface for Macquarie’s businesses across key areas of people, strategy, communications and financial management. Comprising two pillars – Financial Management, and People and Engagement – it is responsible for managing the Group’s financial, tax and treasury activities and strategic priorities, fostering our culture through people and community engagement strategies, and engaging with stakeholders to protect and promote Macquarie’s reputation globally. Our commitment to diversity, equity and inclusion We are committed to providing a working environment that embraces diversity, equity and inclusion. As an inclusive employer, Macquarie provides equal opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance. Our aim is to provide reasonable accommodations to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know during the application process.
Posted 4 weeks
Credit Risk Officer – Wealth Management – Analyst
Deutsche Bank - Jacksonville, FL 32256
Credit Risk Officer - Wealth Management - Analyst Job ID: R0386582 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2025-07-31 Location: Jacksonville Position Overview Job Title Credit Risk Officer - Wealth Management Corporate Title Analyst Location Jacksonville, Florida Overview Deutsche Bank's Private Bank Business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management and as a trusted partner of wealthy professionals and entrepreneurs, family offices and foundations, we create lasting value for clients. The Private Bank specializes in developing bespoke solutions for our clients around the world and the Credit Risk Officer is responsible for handling approvals for all Private Bank related loan transactions, retained on balance sheet. You will be expected to support senior Credit Risk Officers to analyze and recommend approvals/declines, or new loan terms for proposed transactions for Private Bank Clients. Additional tasks include monitoring counterparty credit limits, maintaining data integrity for all names and transactions in Risk systems, and ensuring compliance with regulations and internal policies and procedures. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs What You’ll Do As an Analyst in the Credit Risk Management team covering the US Wealth Management Business, your role will require carrying out independent assessment of the transactions that will include assessment of appropriateness of the loan structure and underlying collateral, securing the loan Nature of the collateral would cover the following asset classes: marketable securities (equites, bonds, structured notes), commercial real estate, hedge fund units, limited partnership investments, residential real estate, aircraft, yacht, art etc Based on the assessment, assign credit rating and prepare a credit memo with recommendation rationale Diligently monitor the portfolio on an on-going basis and ensure pockets of risk within the portfolio are timely identified - be well aware of global, regional and local market events and their potential impact on the portfolio Ensure portfolio quality remains satisfactory, and any risk concentrations and risk limits do not exceed defined risk appetite and are compliant with risk policies and regulations Help in preparation of reports and portfolio analysis for auditors, regulators and senior management Skills You’ll Need Educational qualification (preferably from Tier 1 college with strong academic record): Bachelor’s or Master’s degree in Engineering, Finance, Economics, Statistics, Science, MBA Very strong Excel skills. Programming knowledge (Python / R / C++) will be an added advantage Prior work experience of moderate in financial services / real estate industry will be preferable (though not a prerequisite) Possesses analytical skills and an independent decision-maker mindset with ability to support or defend conclusions Skills That Will Help You Excel Strong self-motivation to learn and take pride in the quality of work delivered Ability to learn quickly to be an adept user of proprietary software Have an open mind and respect challenging views from stakeholders Programming knowledge will be an added advantage Expectations It is the Bank’s expectation that employees hired into this role will work in the Jacksonville office in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in Jacksonville is $48,000 to $68,800. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Values & Diversity We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging. Click here to find out more about our diversity and inclusion efforts. We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Learn more about your life at Deutsche Bank through the eyes of our current employees https://careers.db.com/life The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email [email protected] . Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email [email protected] . #LI-HYBRID We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Bank’s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights" ; "Employee Rights and Responsibilities under the Family and Medical Leave Act" ; and "Employee Polygraph Protection Act" .