Job Results
Financial Services
Posted 2 weeks
Entry Level Audit Associate
Ennis, Pellum & Assoc, CPAs - Jacksonville, FL 32256
Job Description: We have a career opportunity for an Entry Level Audit Associate to join our team. Our audit practice performs audits, reviews, and compilations for companies of all sizes in a variety of industries, including construction, manufacturing, distribution, and professional services. We also have specialty practices for employee benefit plans and FDOT overhead rate audits. We are seeking candidates who are passionate about growing their accounting career, and who feel Ennis, Pellum is the right fit to be Your Partner For Success. What to expect: As an Audit Associate, you will play an integral role in all phases of audit, review, and compilation engagements. You will ensure client satisfaction by providing quality, timely and responsive services and work products. As a professional you will be evaluated on the following competencies: uncompromising commitment to quality work; ability to communicate within and outside the firm; personal leadership for continued professional development; flexibility to adapt to changing demands. Qualifications: 0-1 years of audit experience in public accounting CPA license or CPA eligible Basic knowledge of accounting, auditing, and tax concepts Positive, professional attitude Willingness to share knowledge and assist others Display professional poise and demeanor The ability to work both independently and in teams Strong written and verbal communication skills Understand nature of assignments; summarize assignment back to supervisor Document findings in a clear and concise manner Excellent reasoning, analytical, and problem-solving skills Proficient in Microsoft Office products Experience with ProSystem fx Engagement, PPC audit methodology a plus Achieve firm standards of productivity and realization Ability to use professional judgment and independent thinking Attention to detail and commitment to quality work product Strong organization skills; ability to multi-task Utilize feedback for constructive learning and prevent recurring feedback on the same matters At Ennis, Pellum, we seek to hire talented, motivated people who are enthusiastic about what they do. Because we are a firm of under 50 people, you will have the opportunity to work directly with and learn directly from everyone in the firm, including Partners and Sr. Managers. Just because the team is smaller doesn’t mean the work is not complex. You will have the opportunity to work on variety of engagements with a range of nuances that provide for a well-rounded learning environment. EPA offers opportunities for growth and advancement in a fast-paced environment that allows for both professional and personal success.
Posted 2 weeks
Commercial Lines Underwriter
Burns & Wilcox - Jacksonville, FL
: When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Commercial Lines Underwriter. The Commercial Lines Underwriter will have the opportunity to grow a book of business by underwriting new commercial business and increasing renewal business through the cultivation of client relationships. Responsibilities: Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio Lead, train, and develop Assistant and Associate Underwriters Qualifications: Bachelor’s degree or equivalent combination of education and experience Minimum 3 years of commercial lines underwriting experience required, excess & surplus experience preferred Demonstrated proficiency in sales and marketing Proven organization skills and ability with a strong attention to detail Interest in continued education and professional development Insurance license, CPCU, CIC or comparable designations preferred Required to be in Jacksonville, FL or surrounding cities Benefits Competitive base compensation with an incentive bonus plan Employer paid continuing education courses and designations via access to Kaufman Institute Health and welfare benefits including medical, vision and dental 401K with employer match Paid vacation, sick time, and holidays Access to Kaufman Wellness Program About Our Company: Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America’s leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector. Equal Opportunity Employer The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, pregnancy, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate. In addition, Kaufman will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-BM1
Posted 2 weeks
Personal Lines Underwriter
Burns & Wilcox - Jacksonville, FL 32256
: When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Personal Lines Underwriter. This is an outstanding opportunity to grow a book of business by selecting and writing new business through the cultivation of client relationships. Responsibilities: Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio Lead, train, and develop Associate Underwriters Qualifications: Bachelor’s degree or equivalent combination of education and experience 3+ years of commercial lines underwriting experience required, excess & surplus experience preferred Demonstrated proficiency in sales and marketing Insurance license, CPCU, CIC or comparable designations preferred Interest in continued education and professional development Travel if necessary in order to foster strong client relationships Benefits Competitive base compensation with an incentive bonus plan Employer paid continuing education courses and designations via access to Kaufman Institute Health and welfare benefits including medical, vision and dental 401K with employer match Paid vacation, sick time, and holidays Access to Kaufman Wellness Program About Our Company: Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America’s leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector. Equal Opportunity Employer The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, pregnancy, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate. In addition, Kaufman will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-BM1
Posted 2 weeks
Head of Financial Crimes Compliance
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Job Description About FIS FIS is a global leader in financial services technology, providing software, services, and data-driven solutions that power banks, capital markets firms, and businesses of all sizes around the world. The company's platforms span core banking, payments, capital markets, and banking-as-a-service, processing trillions of dollars in transactions annually and supporting thousands of financial institutions and businesses across more than 100 countries. Headquartered in Jacksonville, Florida, FIS is publicly traded and is regularly recognized as one of the largest fintech companies globally, combining deep financial services domain expertise with modern technology to help clients run mission-critical operations, manage risk, and grow in an increasingly complex regulatory environment. The Opportunity FIS is seeking a Head of Financial Crimes Compliance to lead the enterprise financial crimes compliance function across anti-money laundering, fraud sanctions, export controls, anti-bribery and corruption, emerging areas of financial crime risk such as those impacted by AI, digital assets and other technology developments, as FIS continues to navigate a rapidly evolving global regulatory landscape spanning banking, payments, capital markets. This is a high-impact leadership role reporting to the Chief Compliance Officer. The successful candidate will be a hand-on, credible leader capable of setting and executing a financial crime compliance strategy to identify, assess, monitor and mitigate financial crime risk, while remaining close enough to business and product leaders to drive practical, risk-based outcomes. This role is based at FIS's headquarters in Jacksonville, Florida. What You Will Do Serve as Head of Financial Crimes Compliance, setting and implementing the vision, strategy, and operating model for financial crime compliance across the enterprise, to include oversight and advisory support for anti-money laundering (AML), fraud, sanctions and export controls, anti-bribery and corruption, and emerging areas of financial crime risk such as those impacted by AI, digital assets and other technology developments. Supervise Money Laundering Reporting Officers (MLROs), BSA Officers, and equivalent roles, ensuring independence, capability, and effectiveness, partnering with the Head of Regulated Entities Compliance. Establish, implement and maintain enterprise-wide financial crimes policies, standards, and governance frameworks across regions, legal entities, and product lines, including reporting lines, escalation protocols, issue management, and the development and refinement of key risks indicators and timely reporting and escalation to senior compliance leadership and relevant governance committees. Oversee and serve as an escalation point for teams performing regulatory filings and controls, including Suspicious Activity Report (SAR) / Suspicious Transaction Reporting (STR), sanctions compliance, and related obligations as well as regulatory referrals of unusual activity to client financial institutions and related controls to ensure consistence and understand trends. Monitor emerging financial crimes typologies and regulatory expectations, advising on needed program or product enhancements, training, and practical guidance for the business in partnership the Heads of Product Compliance, Regulated Entities Compliance, Compliance AI, Data and Transformation, and Regulatory Legal. Oversee financial crime compliance risk across non-regulated businesses, platforms, and emerging products Support product leaders to embed compliance-by-design into new financial crime product launches and client implementations, balancing innovation with regulatory rigor. Liaise with regulatory authorities, in the United States as well as other relevant global jurisdictions, on financial crime compliance matters on behalf of FIS. What We're Looking For 10+ years of progressive experience in financial crimes compliance, AML, fraud, sanctions, or related regulatory compliance roles, ideally within a large financial institution, payments company, or financial technology organization. Deep working knowledge of governing financial crime laws and regulations, including the Bank Secrecy Act and OFAC administered sanctions requirements, as well as comparable UK and EU financial crime and sanctions laws and regulations and related governance expectations. Experience overseeing or coordinating a multi-jurisdictional financial crimes program, including support for local MLROs or country-level compliance teams. Track record of building, refining, and presenting compliance metrics and reporting to senior leadership and governance committees. Strong judgment, integrity, and the ability to advise senior business and functional leaders on sensitive financial crimes matters. Ability to partner effectively across Legal, Compliance, Risk, Product, Technology, Data, and business teams in a large, matrixed organization. A demonstrated ability to balance rigorous risk management with commercial pragmatism. Exposure to emerging areas such as AI, digital assets, or real-time payments is a strong plus. Bachelor's degree required; relevant professional certification such as CAMS, CFE, or CFCS strongly preferred. Willingness to be based in or relocate to Jacksonville, Florida. What Sets a Strong Candidate Apart FIS is particularly interested in candidates who bring deep financial crimes expertise together with practical experience operating in complex, multi-jurisdictional financial services or fintech environments. Strong candidates will have led or materially strengthened AML, fraud, sanctions, or financial crimes governance programs, with the judgment to balance regulatory rigor, operational practicality, and enterprise risk management. Candidates who have supported a global MLRO network, built meaningful FCC metrics and reporting, or helped modernize financial crimes controls through data, technology, and cross-functional governance are especially encouraged to apply. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
Posted 2 weeks
Universal Banker
RENASANT BANK - Saint Marys, GA
Overview The Universal Banker operates in a seamless dual capacity to deliver an exceptional customer experience by seeking to understand the needs of the customer, and then providing a complete range of retail banking services to meet those needs in alignment with the organization’s business model, vision, mission, core values, and behaviors. This position is responsible for performing sales, service and operational functions and executing the Renasant’s customer engagement model. In this role, the Universal Banker drives engagement throughout the entire customer interaction, including routine transactions and financial counseling, while championing digital conveniences available through various delivery channels. To do this, the Universal Banker reduces the required steps to as few as possible and can supply full scale banking assistance with no need to refer the customer to another retail team member. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities Drive an exceptional customer experience in a branch environment through the execution of the bank’s customer engagement model by deepening relationships, educating customers on the bank’s products and services, offering appropriate financial solutions and guidance, opening accounts, performing teller transactions and proactively addressing emerging customer needs without the need to transfer the customer to another retail area of the branch Meet established sales and service performance goals by developing and expanding new and current customer relationships, delivering a wide range of banking solutions and improving customer loyalty Collaborate with lines of business partners to create a seamless customer experience to fulfill financial needs through lending groups, wealth management, treasury solutions and other financial services Champion digital delivery in branch by providing our customers with the digital conveniences and on-demand solutions that meet their needs how, when and where they expect to do business Provide awareness, promote and create a seamless transition across all delivery channels including online, mobile, in branch, virtual branch and customer experience center Respond with a sense of urgency and intentionality to customer feedback by working to understand the root causes of customer concerns or complaints; make recommendations to improve the customer experience through various process, policy and product enhancements Ensure proper documentation is obtained and properly completed for all solutions to minimize documentations exceptions Maintain customer pipeline tracking, including documenting calls and other interactions with customers and referral sources, via the customer engagement platform Perform teller responsibilities daily to include processing customer transactions (i.e. deposits, withdrawals, transfers, loan payments, official checks, etc.) as well as special tasks such as loan payoffs and draws, redeeming savings bonds, ordering currency and auditing teller drawers. Additionally, execute daily operations (i.e. balancing ATM and vault and performing branch capture procedures, etc.) Protect the bank from unnecessary risk by following procedures in all areas including CTR, SAR, Reg CC holds, robbery procedures and fraud mitigation Recognize and navigate fraud attempts and events experienced by customers and individuals attempting to defraud customers and the bank Maintain confidentiality and security of customer information according to regulatory and company guidelines and policies Routinely review procedures and processes and complete self-audits using provided tools and resources that are designed to prevent unnecessary risk to customer and bank Represent the bank in community organizations and activities to increase the bank’s outreach and foster relationships for future business development opportunities Work closely with line of business partners, the Retail Experience Administration, Learning and Development to maintain a working knowledge of all bank products, services, policies, processes, procedures and systems to effectively and knowledgeably engage customers, deliver financial solutions with urgency and accuracy, and perform branch operations Perform other related duties as assigned Qualifications High school diploma or equivalent, College education preferred Minimum of 1 year related customer experience and sales experience required Minimum of 1 year teller and/or cash handling experience preferred Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations Ability to follow stated bank customer sales and service standard processes to ensure achievement of necessary goals and customer standards Excellent communication skills (written and verbal) Attention to detail with strong record of accuracy in handling of transactions Comfortable using a variety of technology software products to process transactions Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes Aptitude to read, understand and apply all regulations, policies and procedures related to Universal Banker responsibilities and other branch operations Ability to travel for training, other development opportunities, and between branches, as needed For all Senior Universal Bankers: Minimum of 2 years of successful Universal Banker experience Ability to handle complex transactions and issues with limited assistance or supervision Operational strength with limited to no account exceptions, outages, or operational losses Proficient in all aspects of bank products and solutions, including IRA’s and complex business accounts Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank’s professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank’s employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word “May”. This job description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
Posted 2 weeks
Senior Lead Wealth Custom Credit Banker
Wells Fargo - Ponte Vedra Beach, FL 32082
Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients. Banking, Lending, & Trust (BL&T) is a center of excellence that unlocks access to Wealth & Investment Management (WIM) products and services based on client needs. These products and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services. About this role: Wells Fargo’s Custom Lending group within WIM BL&T is seeking an experienced Custom Credit Banker to serve as a trusted advisor to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients by originating, structuring, and executing sophisticated custom credit solutions tailored to complex client needs. This role manages the end‑to‑end delivery of the full custom loan product suite including specialized and bespoke lending structures while applying strong credit expertise, strategic thinking, and exceptional relationship management and consultative sales skills. The Custom Credit Banker partners closely with the Customer Relationship Group (CRG) to assess client needs, develop customized credit strategies, negotiate and close lending opportunities, and deliver compelling presentations to prospects, centers of influence, and internal partners. The role drives proactive outreach across CRG, senior Custom Credit team members, non‑wealth partners, and external prospects to support new business development, while also owning responsibility for loan growth, revenue generation, and portfolio profitability by maintaining deep expertise in custom credit structures, market solutions, and client‑focused lending strategies. In this role, you will: Actively market custom lending solutions across the Wells Fargo Platform Partner with Financial Advisors to deliver Custom Lending solutions to high net worth clients Structure credit opportunities and negotiate deal terms directly with clients Present to deals to Independent Risk Management, along with underwriting teams, for final approval Assist with recruiting of new Financial Advisors including reviewing credit opportunities within their book of work Act as an advisor to leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas within Wealth Custom Lending functional area Required Qualifications: 7+ years of Wealth Custom Lending experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Proven success in custom credit origination and complex loan structuring for HNW/UHNW clients. Strong credit acumen with demonstrated ability to design bespoke lending solutions. Private Banking, Corporate Banking or Commercial Banking experience Excellent sales and relationship management skills Strong credit risk experience Knowledge of traditional banking products FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) A Master's degree or higher Job Expectations: US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Registration for FINRA Series 65 or 66 must be completed prior to conducting Investment Advisory business. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Posting End Date: 13 Aug 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Posted 2 weeks
Director of Finance & Business Systems
Petticoat-Schmitt Civil Contractors - Jacksonville, FL 32216
Director of Finance & Business Systems Jacksonville, FL | Full-Time | Salaried At Petticoat-Schmitt Civil Contractors, Inc., we don't just build infrastructure—we build life-changing infrastructure. We are a privately owned, employee-owned (ESOP) civil contracting firm based in Jacksonville, FL. We specialize in public works, water resources (including water and wastewater treatment plants), and site development, with expertise in underground utilities, roadway construction, and related civil infrastructure. We are seeking a Director of Finance & Business Systems to lead our Accounting, Payroll, and Business Systems functions. Reporting directly to the Chief Operating Officer and working closely with the Interim Chief Financial Officer, this senior leadership role is responsible for providing timely, accurate financial and operational information that supports executive leadership, project teams, and strategic decision-making. This is a hands-on leadership position within a fast-paced heavy civil construction environment. The successful candidate must be comfortable moving between executive-level financial strategy and detailed accounting operations while partnering closely with Operations to improve business performance. Responsibilities include overseeing financial reporting, cash management, job costing, Work-in-Progress (WIP) reporting, business systems, process improvement, and the development of a high-performing finance team. This position is designed to provide day-to-day leadership of the Finance and Business Systems functions while helping build scalable processes, strengthen internal controls, and position the company for continued growth. What You'll Do Financial Leadership Lead the Accounting, Payroll, and Business Systems teams while establishing a culture of accountability, continuous improvement, and exceptional customer service. Own the monthly close process, ensuring financial statements are complete, accurate, timely, and meaningful to management. Prepare and review monthly financial statements, variance analyses, and executive reporting packages. Lead the annual budgeting process and maintain rolling financial forecasts in partnership with Executive Leadership. Develop and maintain short-term and long-term cash flow forecasts while monitoring liquidity, borrowing needs, collections, accounts payable, and working capital. Maintain the integrity of the general ledger through effective reconciliation processes, account reviews, and accounting policies. Construction Accounting & Financial Management Lead Work-in-Progress (WIP) reporting and job cost reviews to ensure accurate project financial reporting. Analyze project profitability, cost-to-complete estimates, underbillings, overbillings, retainage, change orders, and margin risk. Partner closely with Operations, Project Managers, and Project Engineers to improve the accuracy and usefulness of project financial information. Develop operational KPI reporting that supports executive decision-making, including backlog, project performance, labor productivity, equipment utilization, collections, and cash flow. Business Systems & Process Improvement Serve as the business owner for the company's ERP system and supporting financial and business applications. Lead ERP upgrades, software implementations, reporting enhancements, and business process improvements. Identify opportunities to improve workflow efficiency, automation, reporting capabilities, and data integrity. Develop scalable financial processes that support continued company growth. Leadership & Team Development Recruit, coach, mentor, and develop Accounting, Payroll, and Business Systems team members. Establish clear performance expectations and provide regular coaching and professional development. Foster collaboration between Finance, Operations, Estimating, Project Management, and Executive Leadership. Build a culture focused on accountability, service, continuous improvement, and operational partnership. Compliance, Controls & Risk Management Strengthen internal controls, approval processes, segregation of duties, and financial policies. Coordinate annual financial statement audits and serve as the primary contact for external auditors. Work closely with lenders, insurance providers, tax advisors, CPA firms, and other external business partners. Support tax compliance, lender reporting, insurance renewals, and other regulatory reporting requirements. Assist executive leadership with strategic initiatives, acquisitions, financial modeling, and special projects. What We're Looking For Knowledge & Skills Strong understanding of Generally Accepted Accounting Principles (GAAP). Advanced knowledge of financial reporting, budgeting, forecasting, and cash management. Extensive experience with Work-in-Progress (WIP) accounting, job costing, and percentage-of-completion accounting. Strong understanding of internal controls, financial processes, and payroll administration. Demonstrated ability to analyze financial information and translate it into actionable operational decisions. Experience implementing and improving ERP systems and business software. Advanced Microsoft Excel skills with experience developing financial models and executive dashboards. Excellent analytical, organizational, communication, and problem-solving skills. Proven leadership ability with experience developing high-performing teams. Ability to work effectively at both strategic and detailed operational levels within a growing organization. Education & Experience Required Bachelor's Degree in Accounting, Finance, Business Administration, or a related field. 7–10 years of progressive accounting and finance leadership experience. Demonstrated Controller-level experience with responsibility for financial reporting, month-end close, budgeting, cash management, and internal controls. Experience leading accounting and finance teams. Experience managing financial reporting within a multi-department or project-based organization. Preferred CPA, CMA, MBA, or other advanced financial credential. Experience in both public accounting and private industry. Construction, heavy civil, engineering, manufacturing, or other project-based industry experience. Experience managing accounting and reporting across multiple legal entities. Experience leading annual financial statement audits. Experience with ERP implementations, business systems integration, and process improvement initiatives. Strong understanding of construction billing, WIP reporting, retainage, and project profitability. Why Petticoat-Schmitt? We live our values (A.C.T.): Accountability – Safety first. Plan the work. Communicate expectations. Execute with ownership. Character – Integrity, respect, trustworthiness, humility. Team – Shared goals. Servant leadership. Team development. Determination. Results. Compensation & Benefits Competitive salary based on experience. Paid time off and paid holidays. Annual Profit Sharing – Participate in company-wide profit sharing once annual goals are achieved. Monthly Safety Bonus – Earned when the company goes recordable-incident free. Comprehensive Health Coverage Options, including a 100% company-paid High Deductible Health Plan (employee-only coverage). Dental, vision, short/long-term disability, and accident coverage. Up to $50,000 employer-paid life insurance. 401(k) with 100% company match on the first 4%. Ongoing leadership development and professional growth opportunities. Access to financial and health advisory resources. Company Values All Petticoat-Schmitt team members are expected to model and uphold our core values. Accountability Put safety first. Plan the work. Communicate expectations. Execute the plan. Take extreme ownership. Character Operate with integrity. Respect others. Honor commitments. Be trustworthy. Practice humility. Team Share the vision. Develop individuals. Practice servant leadership. Use the genius of the team. Be determined to win. What We Expect Ability to pass a pre-employment background check and drug screen. Professional appearance and conduct. Commitment to living Petticoat-Schmitt's values of Accountability, Character, and Teamwork. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. Notice This job description is not intended to be a comprehensive listing of all duties, responsibilities, or activities associated with this position. Responsibilities may change or additional duties may be assigned at any time based on business needs. About Petticoat-Schmitt Headquartered in Jacksonville, FL since 2007, Petticoat-Schmitt Civil Contractors, Inc. is a privately owned, employee-owned (ESOP) civil contracting firm. We specialize in public works, water resources (including water and wastewater treatment plants), and site development, with expertise in underground utilities, roadway construction, and related civil infrastructure. At Petticoat-Schmitt, you aren't just joining a company—you become an owner. Our employee-owners are committed to protecting margins, improving efficiency, serving our customers, and helping one another succeed. We believe ownership drives accountability, innovation, and long-term success. Agency Disclaimer Petticoat-Schmitt Civil Contractors, Inc. does not accept unsolicited resumes from staffing agencies or third-party recruiters. Any unsolicited resumes will be considered the property of Petticoat-Schmitt, and no fees will be paid for such submissions. Equal Opportunity Employer Petticoat-Schmitt Civil Contractors, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Posted 2 weeks
Registered Principal
Deutsche Bank - Jacksonville, FL
Job Description: Job Title Registered Principal Corporate Title Assistant Vice President Location Jacksonville, FL Overview The Marketing Review Officer is a member of the Business Supervisory Office and works directly with the front office, senior leaders, sales teams, Compliance, and Legal to review and approve advertisements, marketing materials, sales literature, and certain other types of correspondence created and utilized by the Private Bank. This role requires experience with an active Financial Industry Regulatory Authority (FINRA) Series 24 reviewing communications and marketing materials acting as a gatekeeper. You will supervise content from a broker/dealer and a bank therefore familiarity of regulatory rules associated with “Communications with the Public” is required. 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 approval of communications with the public Review, approval, and maintenance of relevant Policies and Procedures such as Written Supervisory Procedures and Key Operating Drivers Knowledge of financial regulations including Securities and Exchange Commission, FINRA, and The Federal Reserve including but not limited to Volcker, General Business Security Agreement, Markets in Financial Instruments Directive, Foreign Account Tax Compliance Act and the 3rd and 4th European Union Anti-Money Laundering mandates Risk MIS / report review, resolution, escalations Role is both tactical and strategic in nature –you will be responsible for coordination of strategic longer-term initiatives, can build strong relationships with senior leadership team and initiate/develop enhancements projects as well as day to day support in these initiatives Liaise with Legal, Compliance, Divisional Control Office, market and product heads, Agile and Chief Operating Office and other internal partners to develop and implement solutions/compliance with various regulatory (internal and external) requirements Key Activities: - Act as a FINRA Series 24 Registered Principal to review and approve retail and institutional communications, correspondence, advertising, sales literature, website content, presentations, emails, educational materials, and other marketing communications. Ensure communications comply with applicable regulatory requirements, including: FINRA Rule 2210 (Communications with the Public) FINRA Rule 3110 supervisory requirements Regulatory guidance, firm policies, and industry best practices Provide regulatory guidance to business stakeholders regarding disclosures, performance presentations, product descriptions, and marketing campaigns. Assist in carrying out supervision of the US Private Banking Business to ensure compliance with applicable rules and regulations Assist in the surveillance of capital market trades i.e., analyze trade alerts to identify relevant Market Abuse themes such as front running, pump and dump, market manipulation etc. Verify the trades executed are in the best interest and in line with the suitability (i.e., risk profile) of the client Skills You’ll Need Relevant industry experience in Regulatory & Supervision Series 7, 24, (Series 4 optional) Strong risk mindset, but also curious to engage with leadership team to develop new opportunities/enhancements Prior experience working with international clientele/organizations preferred Language: English, additional language skills such as Spanish would be preferential, but not required Skills That Will Help You Excel Motivated and enthusiastic team player, able to work with others in a fast paced, independent, and dynamic financial environment Aspiration for further growth opportunities Strong communication skills Must be detail oriented on specific regulatory controls and have an analytical mindset with the ability to deliver key insights Ability to say ‘no’, while being solution focused 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, FL is $75,000 - $110,000. 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 2 weeks
Senior Finance Manager
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Job Description About the role As a Senior Finance Manager within the Banking segment at FIS, you will lead the financial management and performance of a portfolio of businesses, with full responsibility for revenue, costs, and profitability. You will partner closely with senior business leaders to deliver annual budgets, long‑range plans, and accurate forecasts that support growth objectives. This role also includes people leadership, operational oversight, and strong collaboration with internal and external partners. About the team You will lead a team of FIS and Accenture finance professionals who support strategic and operational decision‑making for Banking segment businesses. The team partners closely with Accounting, Revenue Recognition, and business leadership to ensure strong financial controls, transparent reporting, and disciplined execution against financial plans. What you will be doing Lead and manage full P&L ownership for a group of Banking segment businesses, including revenue, costs, and staffing Develop, motivate, and manage a team of finance professionals, providing clear goals, ongoing feedback, and performance management in partnership with HR Own the annual budget, long‑range planning (LRP), and monthly forecasting processes, delivering accurate forecasts with no surprises Prepare and present financial results, variance analysis, and forward‑looking insights to senior leaders Partner closely with Accounting and Revenue Recognition teams on month‑end close activities, renewals, and new deals Manage the Accenture relationship, ensuring effective collaboration and delivery against objectives Drive process improvement initiatives, including opportunities to increase efficiency through automation and AI‑enabled solutions Ensure strong financial controls, disciplined cash flow management, and appropriate capital spend Work closely with business leaders to support strategic initiatives and long‑term growth Required Qualifications Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience 2+ years' experience in people management with responsibility for performance management and team development 6+ years' experience in financial planning, forecasting, and P&L management experience in a complex organization Extensive knowledge of generally accepted accounting principles and financial controls Strong analytical, problem‑solving, and decision‑making skills Ability to communicate financial concepts clearly to senior leaders, both verbally and in writing Experience working with enterprise financial systems and reporting tools Proven ability to manage tight deadlines and deliver high‑quality work in a fast‑paced environment Added bonus if you have Certified Public Accountant (CPA) license Experience supporting large‑scale Banking or financial services businesses Experience leading process transformation or efficiency initiatives What we offer you At FIS, you can learn, grow, and make an impact in your career. Our benefits include: Flexible and creative work environment Diverse and collaborative culture Professional and personal development resources Opportunities to volunteer and support charities Competitive salary and comprehensive benefits Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
Posted 2 weeks
Financial Advisor Assistant
Jacksonville, FL 32224
*Job Summary* We are seeking a proactive and detail-oriented Financial Advisor Assistant to support our financial advisory team in delivering exceptional client service and ensuring smooth operational workflows. This role offers an exciting opportunity to gain comprehensive exposure to financial concepts, industry regulations, and client management within a dynamic financial services environment. The ideal candidate will possess strong analytical skills, a solid understanding of financial regulations, and excellent communication abilities to assist in managing client portfolios, processing transactions, and maintaining compliance standards. *Duties* * Assist financial advisors with client onboarding, account setup, and ongoing account maintenance * Support trade settlement processes and ensure timely execution of investment transactions * Help monitor and prevent fraud by identifying suspicious activities in accordance with securities law and industry best practices * Maintain accurate records for regulatory reporting, internal audits, and compliance with SOX (Sarbanes-Oxley Act) standards * Collaborate with team members on business operations including cash management, internal communication, and customer service initiatives * Support industry-specific regulatory compliance efforts related to financial services and banking regulations *Qualifications* * Proven experience in accounting, finance, or related fields * Strong understanding of financial concepts such as fixed income markets, investment management, trade settlement, and financial analysis * Familiarity with financial software tools and spreadsheets for data analysis and reporting purposes * Knowledge of securities law, financial regulatory compliance, and industry regulations * Excellent communication skills for client interaction and internal team collaboration * Experience with Excel data analysis, and Microsoft Office suite applications * Background in public accounting or banking regulatory compliance is a plus * Demonstrated ability to work effectively within a team environment while managing multiple priorities * Investment industry licenses a plus but can be worked toward while employed Join us to be part of a forward-thinking organization committed to excellence in financial services. We value energetic professionals eager to develop their expertise while contributing meaningfully to our clients’ success. This paid position offers valuable experience in the fast-paced world of finance combined with opportunities for professional growth. Pay: $40,000.00 - $100,000.00 per year Benefits: * 401(k) * Paid time off Work Location: In person