Job Results
Financial Services
Posted 4 days
Income Tax Specialist
CSX - Jacksonville, FL
Job Summary Support all roles and functions within the Income Tax Compliance group to ensure regulatory compliance and timely and accurate income and franchise tax reporting for federal, state, and foreign jurisdictions. Primary Activities and Responsibilities Work under supervision to prepare income, franchise, excise, and information reporting tax returns, process requires data analysis, identification of common tax sensitive transactions, and application of appropriate tax treatment. Work independently to analyze and respond to tax notices, including correspondence with taxing jurisdictions. Work includes identification of issues, gathering return information, and analysis of return data. Work with other members of the income tax compliance group to assist in the extraction and analysis of data and other information needed for tax return preparation and regulatory compliance. Prepare income and franchise tax payment vouchers and process tax payment requests through Oracle, including estimated payments and extensions for all jurisdictions Support special projects and cross-functional department initiatives, including process improvements, tax planning, etc. Miscellaneous activities and responsibilities as assigned by manager Minimum Qualifications Bachelor's Degree/4-year Degree 2 or more years of experience in Accounting or Income Tax Preferred Qualifications Graduate Degree 2 or more years of experience in Public accounting experience, preferable Big Four. Focus on Tax. Certified Public Accountant (CPA) Knowledge and Skills Knowledge of Federal and state income tax laws Knowledge of Financial Accounting Microsoft Office skills, with strong knowledge of Excel Ability to effectively execute income tax compliance responsibilities and projects Ability to communicate effectively Ability to maintain attention to detail Ability to work in a fast-paced environment Strong analytical skills Strong drive for results Leadership The CSX Leadership Model is the foundation of our Talent Strategy and is what drives CSX performance. CSX accordingly selects and develops talent based on each of the following: producing results, creating change, and inspiring excellence. Job Requirements Work hours may vary in length and schedule (may include a non-standard work week)
Posted 4 days
Staff Accountant
RailWorks Corporation - Jacksonville, FL
Job ID: 19724 Benefits Offering RailWorks is committed to helping our employees live better lives. We offer comprehensive benefits packages to eligible employees, including competitive pay, medical, dental and vision coverage, 401(k) with company match, and additional performance incentives. Compensation $65000 - $72000 / year Position Summary The Staff Accountant applies principles of accounting to analyze financial information and prepare financial reports by compiling information, preparing profit and loss statements, and utilizing appropriate accounting control procedures. Primary/Essential Responsibilities and Duties Prepares monthly closing and miscellaneous accounting reports Compiles and analyzes financial information to prepare entries to accounts, such as general ledger accounts, and documents business transactions Maintains and coordinates accounting control procedures Analyzes and reviews budgets and expenditures Monitors and reviews accounting and related system reports for accuracy and completeness Prepares and reviews budget, revenue, expense, payroll entries, invoices, and other accounting documents Performs expense variance review and analysis Supports the month-end and year-end closing process Prepares and posts journal entries Prepares and analyzes account reconciliations and resolves accounting discrepancies Recommends, develops, and maintains financial databases, computer software systems and filing systems Assists and interacts with internal and external auditors in completing audits Prepares ad hoc reports and analyses for management as requested Explains billing, invoicing, and accounting policies to staff, vendors and clients Enter invoices, process check runs and requests, set up new vendors Required Skills and Qualifications Bachelor's Degree in Accounting; CPA or CPA candidate a plus A minimum of 2 to 4 years accounting experience Knowledge of finance, accounting, budgeting, and cost control principles Knowledge of federal and state financial regulations Ability to analyze financial data and prepare financial reports, statements, and projections Ability to perform with a high level of discretion, professionalism, and integrity Strong analytical skills and written and verbal communication skills Facility with financial and accounting software applications Computer proficiency in Microsoft Office suite with advanced Excel skills Physical Requirements and Working Conditions Works in an office environment. Frequently sits for long periods of time. Frequently speaks, reads, writes and uses a computer keyboard. May require occasional standing, walking, lifting, stooping, or bending. Footer - EEO This job description is not intended to represent a complete, comprehensive list of all duties and responsibilities that may be required in this position. There may be unplanned activities and other duties as assigned. RailWorks is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment with Railworks without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristics protected by law. RailWorks is North America’s leading track and transit system experts for over 100 years and with 45 offices across the U.S. and Canada. We take on challenging projects every day and our success rely on a collaborative and open-minded work environment that encourages teamwork, positivity, and ingenuity. We are committed to creating a culture of trust, respect, and acceptance. RailWorks also offers opportunities to grow your career, develop your skills and pursue success. RailWorks is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment with RailWorks without regard to an individual’s sex, race, religion, creed, color, national origin, sexual orientation, gender identity, marital status, age, disability, veteran status or other legally protected characteristics. Nearest Major Market: Jacksonville
Posted 4 days
Intern – Finance
Acosta Group - Jacksonville, FL
Acosta Internships are an 8-12 week program that allows college sophomores, juniors, and seniors to develop an opportunity to learn about the Consumer Packaged Goods (CPG) industry. Acosta seeks to provide a rewarding opportunity to interns to develop technical, management and leadership skills outside of the classroom. Support client processes by reviewing contracts and validating key financial and operational data Perform data analysis to identify discrepancies, trends, and insights Assist in organizing and maintaining audit documentation to ensure accuracy and compliance Collaborate with crossfunctional teams to gather information and support audit deliverables Communicate findings clearly and effectively to team members and stakeholders Observes experienced workers to acquire knowledge of methods, procedures, and standards required for performance of departmental duties. Attends company-sponsored training classes. Prepares and submits a summary of experiences at the end of the internship to recap learning achievements. Education: Pursuing a degree in Finance, Accounting, or a related field Work Experience: Candidate must be a college sophomore or junior pursuing a bachelor's degree Student must be in good academic standing Prior related experience (as defined by business) preferred Knowledge, Skills and Abilities: Strong communication skills and proven time management and meeting facilitation skills Ability to adapt to various situations – work in a fast-paced environment, flexible and resourceful Demonstrate leadership and can take the lead with little or no guidance – work independently Builds rapport and can interact professionally with various business partners at all levels Critical thinking and creative program solving skills Team-oriented and strong partnership skills Strong analytical skills with attention to detail Comfortable working with large datasets Working knowledge of Microsoft Office, Word, Excel and PowerPoint Physical: Seeing Listening #DiscoverYourPath
Posted 4 days
Jr. Controller
Ancient City Capital LLC - Saint Augustine, FL 32080
Job Title: Junior Controller Location: Ponte Vedra Beach Compensation: $48,000 – $61,000 per year + full benefits Reports To: Chief Financial Officer (CFO) About Us We are a dynamic and growing family office focused on private equity, lending, and real estate investments. Our platform spans multiple asset classes, including multifamily, development, and structured finance. We pride ourselves on being entrepreneurial, fast-moving, and results-driven, with a strong emphasis on accountability and execution. Position Overview We are seeking a Junior Controller to join our team in Ponte Vedra Beach. This individual will work directly with the CFO and play a key role in supporting financial operations across our investment platform. This is an excellent opportunity for someone looking to grow within a high-performance environment and gain exposure to private equity, lending, and real estate accounting. Key Responsibilities * Assist in preparation of monthly, quarterly, and annual financial statements * Support general ledger maintenance, account reconciliations, and close processes * Help manage cash flow tracking across multiple entities and investments * Assist with budgeting and forecasting efforts * Work with internal teams to ensure accurate financial reporting across properties and lending portfolios * Support audit and tax preparation processes with external partners * Monitor and maintain internal controls and financial procedures * Assist in tracking loan performance, interest accruals, and capital activity * Prepare ad hoc financial analyses and reports for leadership Qualifications * Bachelor’s degree in Accounting, Finance, or related field * 1–3 years of accounting or finance experience (real estate or private equity exposure is a plus) * Strong understanding of basic accounting principles (GAAP) * Proficiency in Excel; experience with accounting software preferred * Highly organized with strong attention to detail * Ability to operate in a fast-paced, entrepreneurial environment * Strong communication skills and willingness to learn What We Offer * Competitive salary ($48,000 – $61,000) * Full benefits package (health, dental, vision) * Paid time off and holidays * Exposure to high-level investment and finance operations * Direct mentorship from CFO and leadership team Why Join Us This role offers a unique opportunity to step into a hands-on finance position within a growing investment platform. You won’t just be processing numbers—you’ll gain real insight into how deals are structured, capital is deployed, and assets are managed. Pay: $48,000.00 - $61,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Disability insurance * Health insurance * Life insurance * Paid time off * Vision insurance Work Location: In person
Posted 4 days
Individual Tax Technology Manager
PwC - Jacksonville, FL
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In private tax at PwC, you will focus on providing personalised tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Partner Tax Preparation Advisors team you are expected to provide tax compliance and tax planning guidance to the owners of PwC across the US. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage a network of internal stakeholders and external resources to meet the needs of and service a client-base of partners and principals. Responsibilities - Provide tax compliance and planning guidance to PwC owners - Supervise, develop, and coach teams - Manage client service accounts and engagement workstreams - Solve and analyze complex problems to develop premium deliverables - Leverage a network of internal stakeholders and external resources - Assure exceptional support and meet client expectations - Cultivate meaningful client relationships - Contribute to the firm's purpose, principles, and business strategies What You Must Have - Bachelor's Degree in Accounting, Finance - At least 4 years of experience - Certified Public Accountant (CPA), Enrolled Agent or Member of the Bar What Sets You Apart - Master's Degree preferred - Understanding of Partnership K-1 income and state tax credits - 1040 experience - Skills in managing individual tax compliance - Proficiency in Microsoft Office and Google suite - Ability to review individual tax returns - Experience in leading virtual teams - Skills in building trusted client relationships - Ability to manage project workflow and budgets - Experience in leveraging new technology The salary range for this position is: $73,500 - $212,280. For residents of Washington state the salary range for this position is: $73,500 - $244,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Learn more about how we work: https://pwc.to/how-we-work For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines
Posted 4 days
Universal Banker – Part Time 20/hr – Palencia
Truist - Saint Augustine, FL 32084
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. 7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation 6. Ability to multi-task under time constraints 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. One year of client relationship building or sales experience 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
Posted 4 days
Underwriter
The Doctors Management Company - Jacksonville, FL 32258
The Doctors Company is seeking an Underwriter to join our team in Region III. Region III states include: TX, OK, AR, LA, MS, AL, GA, TN, SC, and FL. This is a hybrid opportunity, reporting to our office in Jacksonville, Florida. Position Mission Working under the general supervision of management and acting within authority granted, you will appropriately apply underwriting principals and demonstrate sound judgment in the production, selection, pricing, control and servicing of assigned business. Assist management in training of other underwriting staff and must have the ability to travel as needed. Contacts are policyholders, employees, company managers, agents, claims and legal professionals, and members of the general public. Qualifications High school graduate or equivalent combination of education and experience required. Must have Property and Casualty Agents license. Associate’s degree (2 years college) or equivalent combination of education and experience preferred. INS, RPLU or CPCU designation, or progress in obtaining such designation, is preferred. Five (5) or more years of related work experience in medical professional insurance. Casualty insurance, financial services or mathematical analysis experience may be considered. Three (3) or more years of experience using Microsoft products, including Word and Excel. Good oral and written communication skills. Ability to prioritize incoming requests while maintaining daily work assignments. Strong customer service and team orientation and the ability to work with diverse personalities. Ability to travel and adapt to a flexible work schedule. Responsibilities Customer Satisfaction Develops and maintains positive working relationships with agents/brokers, coworkers, and members Responds to agents/brokers and members with company service standards Prioritizes tasks to meet renewal deadlines, customer service standards, and miscellaneous project due dates Personal Development Works with manager to identify, and achieve, annual and personal development goals. Completes training and maintains proficiency in key underwriting skills. Maintains proficiency in underwriting systems Develops knowledge of new and emerging underwriting skills and theories through continuing education and training. Builds knowledge of competitors and stays current with changes or advancements in healthcare delivery Revenue Growth and Profitability Management Maintains an assigned book of business. Collaborates with Business Development to build, strengthen, and manage relationships with agents/brokers Collaborates with manager and colleagues in other departments to achieve growth goals and retention targets. Participates in virtual or in-person agent/broker meetings related to specific accounts or overall underwriting discussions Underwriting Discipline Adheres to established underwriting guidelines, authority, and filed rules and rates approved by the various state insurance departments. Evaluates new business submissions, renewals, and policy change requests for their book of business resulting in underwriting decisions within their authority or recommendations for decisions exceeding their authority Maintains policy documentation in appropriate systems in accordance with storage guidelines. Understands and complies with state statutory requirements including policy language changes, notice requirements, Patient Compensation Fund (PCF) rules and unique requirements. Other Duties to be Assigned Works on various projects and assignments made by the Underwriting leadership team Participates actively and provides updates to leadership on assigned projects within given deadlines. Salary Range: $60,348 - $88,435. Compensation varies based on skills, knowledge, and education. We consider factors such as specialized skills, depth of knowledge in the field, and educational background to ensure fair and competitive pay. Benefits We offer competitive compensation, incentive bonus plans, outstanding career opportunities, an exceptional work environment, and an impressive benefits package, which starts with medical, family and bereavement leave; same-sex domestic partner benefits; short- and long-term disability programs; and an employee assistance program. There's more: Health, dental, and vision insurance Health care tax-free spending accounts with a company match 401(k) and Roth IRA with company match, as well as catch-up plans for both Vacation days, sick days, and paid personal days each calendar year (with vacation increases based on length of service) Paid holidays each calendar year Life and travel insurance Tax-free commuter benefits In-person and online learning opportunities Cross-function career opportunities Business casual work environment Time off to volunteer Matching donations to qualifying nonprofit organizations Company-sponsored participation at non-profit events About The Doctors Company The Doctors Company is the nation’s largest physician-owned medical malpractice insurer. Founded and led by physicians, we are committed to advancing, protecting, and rewarding the practice of good medicine. The Doctors Company is proud to be Certified™ by Great Place to Work®.
Posted 4 days
Part Time (30 Hours) Associate Banker, Amelia Island Branch, Fernandina Beach, FL
JPMorganChase - Fernandina Beach, FL 32034
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
Management and Budget Analyst
Qwalifize LLC - Saint Augustine, FL 32084
Type: Temporary Full Time or Part Time: Full-Time Pay Rate: $39 per hour Location: St. Augustine, FL 32084– Onsite Language Requirements: Write, read, and speak English Language Preferences: Bilingual (English/Spanish) preferred Job Overview We are seeking a highly analytical Management and Budget Analyst to support the county’s financial planning and budget development operations. This role is responsible for conducting financial analysis, developing budget strategies, and ensuring compliance with local, state, and federal regulations. The Management and Budget Analyst will assist in preparing and managing the county budget, analyzing departmental and capital project funding, maintaining financial models, and supporting decision-making through data-driven insights. This position requires strong financial acumen, attention to detail, and the ability to communicate complex information clearly. Perform other duties as assigned. Experience Requirements Minimum of five (5) years of experience in budgeting, financial analysis, accounting, or a related field Experience developing, analyzing, and managing budgets and financial forecasts Experience reviewing and preparing budget amendments, financial reports, and agenda items Experience working with financial modeling, forecasting tools, and data analysis systems Experience interpreting laws, regulations, and accounting principles (GAAP, IRS code, etc.) Experience supporting grant management, compliance, and reporting processes Experience assisting with procurement, contracts, and request for proposal (RFP) processes Strong computer skills, including advanced proficiency in Microsoft Excel and financial systems Strong analytical, organizational, and problem-solving skills Strong written and verbal communication skills Experience Preferences Experience working in a municipal or government budgeting environment Experience with Capital Improvement Plans (CIP) and debt financing strategies Experience monitoring legislative impacts on financial operations Experience supporting payroll, personnel budgeting, or employee benefits analysis Physical Requirements Ability to sit, stand, and walk for extended periods Ability to lift up to 25 pounds as needed Ability to perform tasks involving bending, kneeling, and reaching Ability to work in an office environment with occasional exposure to various work settings Education Requirements Bachelor’s degree from an accredited college or university in Finance, Accounting, or a related field Education Preferences Master’s degree in Finance, Accounting, Public Administration, or a related field Training Schedule: TBD Schedule: Monday through Friday; standard business hours with occasional extended hours during budget cycles or special projects Dress Code: Business professional or business casual Benefits: TBD Additional Information: Drug screening, background, and reference checks are performed if required. Valid identification and reliable transportation are required. We are an E-Verify employer. We will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee’s Form I-9 to confirm work authorization. Our employees are authorized to work in the United States.
Posted 4 days
AMP Financial Advisor
Raymond James - Ponte Vedra Beach, FL
Job Description Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization. Job Description Job Description Job Summary The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client’s objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors for success and long-term development. After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals. Essential Duties and Responsibilities Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches. Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives. Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. Seeks expertise of internal resources to identify investment opportunities and solutions for clients. Develops a book of business consistent with AMP program goals for assets under management and required production. Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards. Performs other duties and responsibilities as assigned. Knowledge of Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data. Basic principles and methods for showing, promoting, and selling products or services. Skill in Preparing and delivering clear, effective, and professional presentations. Strong communication and interpersonal skills to build relationships with clients. Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques. Ability to Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection. Accept criticism and deal calmly and effectively in high stress situations. Effectively communicate portfolio losses while preserving client loyalty. Provide a high level of client service with a strong focus remaining on what’s best for their personal wealth management. Network in the community and effectively market him or herself and Raymond James. Education/Previous Experience Bachelor’s degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred. OR ~ An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within 4 months from start of program. Series 7 & 66 or ability to obtain within 4 months from start of program. Life, Health and Variable Annuity or ability to obtain within 6 months from start of program. Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience General Experience - 13 months to 3 years Certifications s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.