Job Results
Financial Services
Posted 3 weeks
Senior Financial Analyst, FP&A Corporate Planning
KLS Martin Group - Jacksonville, FL 32246
Job Summary The Senior Financial Analyst, Corporate Planning supports the Manager, FP&A – Corporate Planning in delivering financial planning, business analytics and decision support that enables informed operational, financial and strategic decisions across the organization. The position plays a key role in the annual budgeting, rolling forecast and long-range planning processes while developing financial models, supporting consolidated financial planning and providing meaningful analysis of business performance. Serving as the primary Finance business partner for assigned business areas, this role represents the Finance organization by providing proactive financial guidance, translating financial and operational data into actionable business insights, and supporting strategic initiatives through financial analysis and business case development. The Senior Financial Analyst develops meaningful performance metrics, executive reporting and analytical solutions while leveraging technology, automation and data analytics to continuously improve financial processes, eliminate manual work and strengthen the Finance organization's capabilities. Essential Functions, Duties, and Responsibilities Corporate Planning & Analysis Supports the annual budgeting, rolling forecast and long-range planning processes by coordinating assigned planning activities, developing financial models and preparing supporting analyses. Develops and maintains forecasts for assigned business units while assisting in the preparation of consolidated income statement, balance sheet and cash flow forecasts. Supports strategic and capital planning through financial modeling, business case development, investment analysis and post-implementation performance measurement. Evaluates planning assumptions, forecast accuracy and changing business conditions to recommend updates and improve planning quality. Prepares executive-level financial analyses, presentations and planning materials that support strategic decision-making. Business Analytics & Performance Management Analyzes financial and operational performance by developing meaningful KPIs, dashboards and performance metrics that provide actionable insights at both the business unit and consolidated organizational levels. Identifies trends, risks, opportunities and key business drivers through profitability, variance and operational performance analyses, translating complex information into practical business recommendations. Supports strategic and operational decision-making by evaluating financial performance against budget, forecast, prior periods and business objectives. Synthesizes financial and operational information into concise executive-level insights that improve organizational decision-making. Financial Modeling & Structured Forecasting Develops and maintains structured, driver-based financial models that support budgeting, forecasting, scenario planning and strategic decision-making. Builds scalable, repeatable modeling solutions that translate operational metrics and business assumptions into meaningful financial outcomes. Ensures model integrity through standardized design, documentation, validation and continuous refinement. Continuously enhances financial model architecture to improve automation, consistency, scalability and long-term maintainability. Technology, Automation & Continuous Improvement Leverages technology, automation, AI and data analytics to improve financial analysis, reporting and decision support. Develops scalable reporting solutions and analytical tools that improve efficiency, reduce manual effort and strengthen organizational capabilities. Partners with Finance Technology & Transformation to improve reporting, data quality and analytical capabilities while promoting standardized Finance processes. Continuously identifies opportunities to simplify workflows and leverage emerging technologies to enhance Finance operations. Business Partnering & Cross-Functional Collaboration Serves as the primary Finance business partner for assigned business areas by developing collaborative relationships and providing proactive financial guidance and analytical support. Challenges assumptions, validates financial and operational information, and exercises sound business judgment to develop objective recommendations that improve business decisions. Partners across Accounting, Finance Technology & Transformation and operational teams to support planning, strategic initiatives and organizational priorities. Communicates financial information, analytical findings and recommendations effectively to operational leaders and executive leadership. Leads assigned planning, forecasting and analytical initiatives while coordinating activities across Finance and cross-functional stakeholders. Educational and Experience Requirements Bachelor’s degree in Finance, Accounting, Economics, Data or Business Analytics, Management Information Systems or a related quantitative field 3–6 years of experience in FP&A, corporate finance or finance analytics Demonstrated experience building and standardizing complex financial models from structured data BI tools such as Power BI or Tableau Advanced Excel proficiency including structured modeling and data manipulation and Experience integrating financial models with ERP data and structured datasets, SAP preferred SQL demonstrated experience working directly with structured data strongly preferred Experience in operational or manufacturing environments preferred Knowledge, Skills, and Abilities Continuous improvement mindset with a passion for simplifying processes, leveraging technology and improving organizational decision-making Ability to synthesize complex financial and operational information into concise executive-level presentations and recommendations Strong analytical and critical-thinking capability with the ability to translate complex data into structured financial analysis and actionable recommendations Clear and professional communicator who partners effectively across functions to align financial outputs with business needs Demonstrates sound judgment in evaluating assumptions, validating data and maintaining model integrity High standards of accuracy, integrity and professionalism, with a commitment to protecting financial data Proactive and accountable, with the initiative to identify opportunities for improvement and follow through to completion Detail-oriented with the ability to balance precision and business context Skill Requirements Typing/computer keyboard Utilize computer software (specified above) Retrieve and compile information Maintain records/logs Verify data and information Organize and prioritize information/tasks Operate office equipment Advanced mathematical concepts (fractions, decimals, ratios, percentages, graphs) Verbal communication Written communication Public speaking/group presentations Research, analyze and interpret information Investigate, evaluate, recommend action Leadership and supervisory, managing people Basic mathematical concepts (e.g. add, subtract) Abstract mathematical concepts (interpolation, inference, frequency, reliability, formulas, equations, statistics) Physical Requirements Sitting for extended periods Extended periods viewing computer screen Walking Reading Speaking Hear/Listen Maintain regular, punctual attendance Repetitive Motions Pushing/Pulling Bending/Stooping Reaching/Grasping Writing Hazards Normal office environment All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Posted 3 weeks
Employee Benefits Advocate
HUB International - Jacksonville, FL 32256
ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability Options Comprehensive Wellness Program Paid Parental Leave Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance, because that’s important for all of us! Focus on creating a meaningful environment through employee engagement events The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! Growth potential - HUB is constantly growing and so can your career! A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives SUMMARY: Our Employee Benefits Advocate plays a vital role in ensuring our clients receive the service they need to properly manage their insurance policies. You are the facilitator of positive and effective relationships with our valued clients and insurance carrier staff. ESSENTIAL DUTIES AND RESPONSIBILITIES: Assist the Account Management team with all aspects of the account-service process Assist with marketing clients to carriers Respond to client inquiries regarding enrollment, coverage, etc. Quickly respond to policy inquiries (email, phone) Check policies for accuracy Maintain accurate and organized account files REQUIREMENTS: High school diploma/GED (college preferred) 1 year of Customer Service experience preferred FL 2-15 L&H License or are willing to obtain Exceptional attention to detail Confidence and demeanor to effectively interact with all levels within the organization Computer skills including Microsoft Office Suite and Outlook Desire to learn and grow within the insurance industry Department Account Management & Service Required Experience: Less than 1 year of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Posted 3 weeks
Senior Claims Consultant
HUB International - Jacksonville, FL 32256
ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability Options Comprehensive Wellness Program Paid Parental Leave Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance, because that’s important for all of us! Focus on creating a meaningful environment through employee engagement events The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! Growth potential - HUB is constantly growing and so can your career! A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives SUMMARY The Senior Claims Consultant, in a client-facing role, applies their experience in providing interpretation of policy language, coverage analysis, advocacy, coverage and dispute resolution. Will act as a liaison between clients, adjusters, defense counsel, insurance companies, claims management and other related client services. Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in outcomes that meet or exceed expectations. Provides a high level of claims support to Producers and Account Managers to support client retention and growth as appropriate and in accordance with standard practices, policies, and procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES Serve as the client’s primary advocate with carriers, adjusters, TPAs, and defense counsel throughout the life cycle of claims Consultation with clients on claims issues Review and recommend solutions to coverage, quantum and claim handling management issues Negotiate with insurers, adjusters and defense counsel to expedite and obtain fair settlement of claims Participate in sales presentations to prospective clients Assist the client in preparing special claims servicing instructions, focusing on the client’s specific needs and taking into consideration the structure of their insurance programs Review and comment on policy wording for account teams Review of claims with clients/insurers/loss adjusters regularly Work with clients to ensure efficient, prompt and smooth flow of claims handling and established processes are followed Provide guidance to client as to claim process along with direction regarding likely outcome and timelines Liaise with carriers and representatives throughout the claim process Appropriately document conversations with clients and carrier representatives and updates all HUB computer systems and agency management systems when necessary Ensure the accuracy of data in those systems Answer basic coverage questions Review and interpret policy language with the ability to propose coverage solutions in questionable/disputed situations Accurate electronic filing of claims, as appropriate Attend Critical Path, prospecting, stewardship and client meetings as requested, including participation in presentations Works closely with Producers and other HUB personnel on claim matters for our clients, while adhering to HUB’s best practices and standard procedures Stays abreast of changes in the insurance industry and other external conditions that may impact their clients Travels on company business as required Prepares reports for management as required Attends industry related continuing education training and courses. Performs other duties and projects as assigned Work Experience Requirements 5+ years of commercial insurance claims experience, with a strong emphasis on client-side advocacy and carrier dispute resolution in an agency or broker firm Demonstrated ability to challenge carrier coverage denials, reservation of rights letters, and adverse coverage positions across property, CGL, and specialty lines Track record of achieving favorable coverage outcomes on complex claims through persistent advocacy, policy analysis, and strategic engagement with carriers and TPAs Proven ability to work independently and collaboratively with a team Strong analytical skills with the ability to identify coverage arguments, policy ambiguities, and contractual protections that support client recovery Excellent oral & written communication skills, with the ability to clearly articulate coverage positions, challenge carrier arguments, and guide clients through complex claims Proficiency with all MS Office Applications and claims management systems Occasional travel Education Requirements Bachelor’s Degree Preferred Licensing or Certification Requirements Relevant Insurance licenses per state/regional statutes Associate in Claims (AIC) or CPCU designation preferred Department Account Management & Service Required Experience: 5-7 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Posted 3 weeks
Sr Product Manager-Agent Ecosystem
Brightway Insurance - Jacksonville, FL 32256
About Brightway Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation’s largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development. We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets. - About the Role: Brightway Agents are the heart of our business - independent franchise owners who build their own books of business leveraging Brightway's platform, products, and carrier network. As the Senior Product Manager for Agent Ecosystem, you will own the technology that powers how agents engage customers, manage their pipelines, and close business. That means deeply understanding every stage of an agent's workflow — from building key relationships and sourcing customers to quoting policies and helping customers select the right coverage — and building tools that make each step faster, smarter, and more effective. This is a growth-oriented role in the fullest sense. You'll define and build a first class customer engagement and sales product experience, working across a complex ecosystem of internal stakeholders, agent franchisees, and technology partners. Success here is measured by one thing: are agents building stronger businesses? What You'll Do Own the product strategy for Agent Ecosystem, translating a deep understanding of agent workflows into a prioritized roadmap of high-impact work Synthesize inputs from agents, executive leadership, design, and engineering into clear decisions about what to build and why Build strong relationships with Brightway agents and internal business partners, serving as the voice of the customer inside the product organization Develop a deep understanding of the independent insurance agency model, including how Brightway agents run their businesses, what drives their success, and Brightway's within the broader market Define success metrics at every stage of the agent sales funnel (i.e. acquisition, quoting, and bind) to ensure data to drive prioritization Partner with executive leadership to align on strategy, communicate tradeoffs, and manage delivery expectations Who You Are 7+ years of experience as a Product Manager, with a track record of shipping products that drive measurable business outcomes You have sharp product instincts — a natural sense for what will help users accomplish their goals and walk away impressed You're equally comfortable talking shop with agents in the field, discussing tradeoffs with engineers and presenting strategy to the C-suite; you know how to communicate effectively to different audiences You define a compelling vision and make others want to build it with you You lead through influence, not authority, and have a proven ability to align competing stakeholders around a shared direction You have a strong bias toward action and outcomes over process You're curious about emerging technologies and restless with the status quo — always looking for smarter ways to solve hard problems You're comfortable using AI-enabled tools like Claude Code and Figma Make to rapidly prototype and validate ideas — and you take ownership in the building, not just the directing - Equal Employment Opportunity: Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law. We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.
Posted 3 weeks
B2B Account Executive
Clearwave Fiber - Jacksonville, FL 32245
*Build Your Territory. Grow Your Income. Make an Impact.* *Clearwave Fiber is hiring a Business Account Executives in the Jacksonville, FL area.* Are you energized by meeting new people, opening doors, and winning new business? Do you enjoy being out in the field, building relationships, and helping businesses succeed? Clearwave Fiber is looking for motivated *Outside B2B Account Executives* to expand our Commercial Sales team. In this role, you'll work directly with local businesses, uncover their connectivity needs, and provide industry-leading fiber internet, voice, and business technology solutions. If you're competitive, self-motivated, and driven by uncapped earning potential, this is your opportunity to build a rewarding sales career with a growing organization. *Why Join Clearwave Fiber?* At Clearwave Fiber, we're building more than fiber networks—we're building careers. When you join our Commercial Sales team, you'll receive: * *$55,000–$100,000+ annual earning potential* * Competitive base salary plus uncapped monthly commission * Industry-leading training and ongoing coaching * Local sales territory with the freedom to build your own book of business * Career advancement opportunities within one of the nation's fastest-growing fiber providers * Supportive leadership committed to your success The harder you work, the more you earn. *What You'll Do* This is a true *outside B2B sales* role where success comes from building relationships and creating new business opportunities. You'll: * Prospect local businesses through door-to-door visits, networking, referrals, cold calling, and community involvement * Build relationships with business owners and decision-makers * Identify customer needs and recommend customized fiber internet, voice, and connectivity solutions * Manage your sales pipeline and customer activity using Salesforce CRM * Consistently follow up and move opportunities through the sales process * Meet or exceed activity, appointment, and sales goals * Partner with your Sales Manager to develop territory strategies and celebrate wins If you enjoy sitting behind a desk waiting for leads, this isn't the role for you. If you enjoy creating opportunities and controlling your own success, you'll thrive here. *Who Succeeds Here?* Our top performers are: * Competitive * Self-motivated * Coachable * Goal-oriented * Resilient * Comfortable prospecting new businesses every day * Motivated by uncapped earnings Candidates with experience in telecom, copier sales, managed IT, industrial sales, uniforms, or other outside B2B sales environments are encouraged to apply. *Qualifications* * One or more years of outside sales, B2B sales, business development, or customer-facing sales experience preferred * Strong communication and relationship-building skills * Comfortable prospecting businesses throughout the day * Experience with Salesforce or another CRM preferred * Valid driver's license and reliable transportation * High school diploma or equivalent required *What We Offer* * Competitive base salary * Uncapped monthly commission * Medical, Dental & Vision Insurance - Day 1 * 401(k) with Company Match * Paid Time Off and 10 Paid Holidays * Ongoing sales training and professional development * Career growth opportunities within a rapidly expanding organization *Why Clearwave Fiber?* We live our values every day: * *Purpose* – We are about more than ourselves. * *Ownership* – We act like owners because we are. * *Courage* – We embrace challenges. * *Resourcefulness* – We find a way. * *Simplicity* – We focus on what matters most. Join a company that's investing in communities, expanding its fiber network, and creating opportunities for ambitious sales professionals. *Apply today and build your future with Clearwave Fiber.* *Pre-hire Assurance:* Rest assured, Clearwave Fiber|Point Broadband prioritizes the safety and security of our associates and customers. Job offers are contingent upon successful background checks, drug screenings, and reference checks. Once cleared, embark on a fulfilling and rewarding career journey with us. *Equal Opportunity Employer:* Clearwave Fiber|Point Broadband is proud to be an Equal Opportunity Employer, fostering a diverse and inclusive workplace. Pay: $40,000.00 - $100,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Paid time off * Referral program * Vision insurance License/Certification: * driver's license (Required) Work Location: Hybrid remote in Jacksonville, FL 32245
Posted 3 weeks
Integration Manager – M&A (Florida)
Insurance Office of America - Jacksonville Beach, FL 32233
Job Description: Job Description Title: Integration Manager – M&A Remote: Florida candidates | Supporting: IOA - Home Office (M&A Integration) Requirements: Bachelors Degree in Business (or related field), 8-10 years P&C insurance experience managing a book Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: The Integration Manager is responsible for planning, coordinating, and executing merger and acquisition integration projects and large-scale transformation initiatives across the organization. This role serves as a key liaison between executive leadership, cross-functional teams, acquired entities, and external partners to ensure successful integration outcomes. The Integration Manager develops project frameworks, manages risks, tracks milestones, and drives organizational alignment to ensure initiatives remain on schedule, within budget, and aligned with strategic business objectives. Key Responsibilities: Integration Strategy & Planning: Define project objectives, integration roadmaps, timelines, success measures, and governance structures that support organizational goals. Project Scope & Requirements: Collaborate with stakeholders to define project scope, establish objectives, identify dependencies, and ensure alignment with business priorities. M&A Integration Leadership: Lead merger and acquisition integration initiatives, coordinating cross-functional workstreams to support successful business transitions. Transformation Program Management: Oversee large-scale transformation projects, ensuring alignment of processes, systems, teams, and operational objectives. Resource Coordination: Manage internal resources, third-party vendors, and project stakeholders to ensure appropriate allocation of support and capabilities. Project Execution & Monitoring: Develop and maintain detailed project plans, monitor progress, and ensure milestones are achieved within established timelines and budgets. Change Management: Manage project changes, scope adjustments, and implementation activities while maintaining stakeholder alignment and project integrity. Risk Management: Identify project risks, develop mitigation strategies, and proactively address issues that may affect integration or transformation success. Stakeholder Communication: Develop communication plans and provide regular updates to leadership regarding project status, risks, decisions, and outcomes. Performance Measurement: Utilize project management tools, metrics, and reporting frameworks to evaluate progress and measure initiative success. Documentation & Governance: Maintain comprehensive project documentation, integration plans, decision logs, and governance records throughout the project lifecycle. Cross-Functional Collaboration: Partner with business leaders, operational teams, technology teams, Finance, HR, and external stakeholders to drive alignment and execution. Process Improvement: Evaluate business processes, identify opportunities for operational enhancement, and implement scalable solutions that improve effectiveness and efficiency. Leadership & Professional Development: Demonstrate effective project leadership while continuously strengthening project management and organizational change capabilities. Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions. Ideal Candidate Qualifications: Bachelor’s degree in Business or a related field required; MBA preferred 8-10+ years of project management and P&C insurance experience Experience leading M&A integrations, organizational transformations, or large-scale enterprise initiatives preferred PMP certification preferred Strong project management, organizational, and stakeholder management skills Exceptional analytical, conceptual thinking, and problem-solving abilities Proven ability to influence stakeholders and drive alignment across multiple teams Experience creating executive-level reports, presentations, and project documentation Proficiency in Microsoft Office applications, including Excel, PowerPoint, Word, and Outlook Demonstrated success leading complex projects from planning through execution and delivery Strong communication, prioritization, and time management skills Proven leadership capability with a track record of driving results and managing competing priorities What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s). Salary Range The expected pay range for this position is $100,000.00- $130,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 3 weeks
Integration Manager – M&A (Florida)
Insurance Office of America - Atlantic Beach, FL 32233
Job Description: Job Description Title: Integration Manager – M&A Remote: Florida candidates | Supporting: IOA - Home Office (M&A Integration) Requirements: Bachelors Degree in Business (or related field), 8-10 years P&C insurance experience managing a book Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: The Integration Manager is responsible for planning, coordinating, and executing merger and acquisition integration projects and large-scale transformation initiatives across the organization. This role serves as a key liaison between executive leadership, cross-functional teams, acquired entities, and external partners to ensure successful integration outcomes. The Integration Manager develops project frameworks, manages risks, tracks milestones, and drives organizational alignment to ensure initiatives remain on schedule, within budget, and aligned with strategic business objectives. Key Responsibilities: Integration Strategy & Planning: Define project objectives, integration roadmaps, timelines, success measures, and governance structures that support organizational goals. Project Scope & Requirements: Collaborate with stakeholders to define project scope, establish objectives, identify dependencies, and ensure alignment with business priorities. M&A Integration Leadership: Lead merger and acquisition integration initiatives, coordinating cross-functional workstreams to support successful business transitions. Transformation Program Management: Oversee large-scale transformation projects, ensuring alignment of processes, systems, teams, and operational objectives. Resource Coordination: Manage internal resources, third-party vendors, and project stakeholders to ensure appropriate allocation of support and capabilities. Project Execution & Monitoring: Develop and maintain detailed project plans, monitor progress, and ensure milestones are achieved within established timelines and budgets. Change Management: Manage project changes, scope adjustments, and implementation activities while maintaining stakeholder alignment and project integrity. Risk Management: Identify project risks, develop mitigation strategies, and proactively address issues that may affect integration or transformation success. Stakeholder Communication: Develop communication plans and provide regular updates to leadership regarding project status, risks, decisions, and outcomes. Performance Measurement: Utilize project management tools, metrics, and reporting frameworks to evaluate progress and measure initiative success. Documentation & Governance: Maintain comprehensive project documentation, integration plans, decision logs, and governance records throughout the project lifecycle. Cross-Functional Collaboration: Partner with business leaders, operational teams, technology teams, Finance, HR, and external stakeholders to drive alignment and execution. Process Improvement: Evaluate business processes, identify opportunities for operational enhancement, and implement scalable solutions that improve effectiveness and efficiency. Leadership & Professional Development: Demonstrate effective project leadership while continuously strengthening project management and organizational change capabilities. Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions. Ideal Candidate Qualifications: Bachelor’s degree in Business or a related field required; MBA preferred 8-10+ years of project management and P&C insurance experience Experience leading M&A integrations, organizational transformations, or large-scale enterprise initiatives preferred PMP certification preferred Strong project management, organizational, and stakeholder management skills Exceptional analytical, conceptual thinking, and problem-solving abilities Proven ability to influence stakeholders and drive alignment across multiple teams Experience creating executive-level reports, presentations, and project documentation Proficiency in Microsoft Office applications, including Excel, PowerPoint, Word, and Outlook Demonstrated success leading complex projects from planning through execution and delivery Strong communication, prioritization, and time management skills Proven leadership capability with a track record of driving results and managing competing priorities What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s). Salary Range The expected pay range for this position is $100,000.00- $130,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 3 weeks
Integration Manager – M&A (Florida)
Insurance Office of America - Palm Coast, FL 32135
Job Description: Job Description Title: Integration Manager – M&A Remote: Florida candidates | Supporting: IOA - Home Office (M&A Integration) Requirements: Bachelors Degree in Business (or related field), 8-10 years P&C insurance experience managing a book Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: The Integration Manager is responsible for planning, coordinating, and executing merger and acquisition integration projects and large-scale transformation initiatives across the organization. This role serves as a key liaison between executive leadership, cross-functional teams, acquired entities, and external partners to ensure successful integration outcomes. The Integration Manager develops project frameworks, manages risks, tracks milestones, and drives organizational alignment to ensure initiatives remain on schedule, within budget, and aligned with strategic business objectives. Key Responsibilities: Integration Strategy & Planning: Define project objectives, integration roadmaps, timelines, success measures, and governance structures that support organizational goals. Project Scope & Requirements: Collaborate with stakeholders to define project scope, establish objectives, identify dependencies, and ensure alignment with business priorities. M&A Integration Leadership: Lead merger and acquisition integration initiatives, coordinating cross-functional workstreams to support successful business transitions. Transformation Program Management: Oversee large-scale transformation projects, ensuring alignment of processes, systems, teams, and operational objectives. Resource Coordination: Manage internal resources, third-party vendors, and project stakeholders to ensure appropriate allocation of support and capabilities. Project Execution & Monitoring: Develop and maintain detailed project plans, monitor progress, and ensure milestones are achieved within established timelines and budgets. Change Management: Manage project changes, scope adjustments, and implementation activities while maintaining stakeholder alignment and project integrity. Risk Management: Identify project risks, develop mitigation strategies, and proactively address issues that may affect integration or transformation success. Stakeholder Communication: Develop communication plans and provide regular updates to leadership regarding project status, risks, decisions, and outcomes. Performance Measurement: Utilize project management tools, metrics, and reporting frameworks to evaluate progress and measure initiative success. Documentation & Governance: Maintain comprehensive project documentation, integration plans, decision logs, and governance records throughout the project lifecycle. Cross-Functional Collaboration: Partner with business leaders, operational teams, technology teams, Finance, HR, and external stakeholders to drive alignment and execution. Process Improvement: Evaluate business processes, identify opportunities for operational enhancement, and implement scalable solutions that improve effectiveness and efficiency. Leadership & Professional Development: Demonstrate effective project leadership while continuously strengthening project management and organizational change capabilities. Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions. Ideal Candidate Qualifications: Bachelor’s degree in Business or a related field required; MBA preferred 8-10+ years of project management and P&C insurance experience Experience leading M&A integrations, organizational transformations, or large-scale enterprise initiatives preferred PMP certification preferred Strong project management, organizational, and stakeholder management skills Exceptional analytical, conceptual thinking, and problem-solving abilities Proven ability to influence stakeholders and drive alignment across multiple teams Experience creating executive-level reports, presentations, and project documentation Proficiency in Microsoft Office applications, including Excel, PowerPoint, Word, and Outlook Demonstrated success leading complex projects from planning through execution and delivery Strong communication, prioritization, and time management skills Proven leadership capability with a track record of driving results and managing competing priorities What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s). Salary Range The expected pay range for this position is $100,000.00- $130,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 3 weeks
Integration Manager – M&A (Florida)
Insurance Office of America - Green Cove Springs, FL 32043
Job Description: Job Description Title: Integration Manager – M&A Remote: Florida candidates | Supporting: IOA - Home Office (M&A Integration) Requirements: Bachelors Degree in Business (or related field), 8-10 years P&C insurance experience managing a book Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: The Integration Manager is responsible for planning, coordinating, and executing merger and acquisition integration projects and large-scale transformation initiatives across the organization. This role serves as a key liaison between executive leadership, cross-functional teams, acquired entities, and external partners to ensure successful integration outcomes. The Integration Manager develops project frameworks, manages risks, tracks milestones, and drives organizational alignment to ensure initiatives remain on schedule, within budget, and aligned with strategic business objectives. Key Responsibilities: Integration Strategy & Planning: Define project objectives, integration roadmaps, timelines, success measures, and governance structures that support organizational goals. Project Scope & Requirements: Collaborate with stakeholders to define project scope, establish objectives, identify dependencies, and ensure alignment with business priorities. M&A Integration Leadership: Lead merger and acquisition integration initiatives, coordinating cross-functional workstreams to support successful business transitions. Transformation Program Management: Oversee large-scale transformation projects, ensuring alignment of processes, systems, teams, and operational objectives. Resource Coordination: Manage internal resources, third-party vendors, and project stakeholders to ensure appropriate allocation of support and capabilities. Project Execution & Monitoring: Develop and maintain detailed project plans, monitor progress, and ensure milestones are achieved within established timelines and budgets. Change Management: Manage project changes, scope adjustments, and implementation activities while maintaining stakeholder alignment and project integrity. Risk Management: Identify project risks, develop mitigation strategies, and proactively address issues that may affect integration or transformation success. Stakeholder Communication: Develop communication plans and provide regular updates to leadership regarding project status, risks, decisions, and outcomes. Performance Measurement: Utilize project management tools, metrics, and reporting frameworks to evaluate progress and measure initiative success. Documentation & Governance: Maintain comprehensive project documentation, integration plans, decision logs, and governance records throughout the project lifecycle. Cross-Functional Collaboration: Partner with business leaders, operational teams, technology teams, Finance, HR, and external stakeholders to drive alignment and execution. Process Improvement: Evaluate business processes, identify opportunities for operational enhancement, and implement scalable solutions that improve effectiveness and efficiency. Leadership & Professional Development: Demonstrate effective project leadership while continuously strengthening project management and organizational change capabilities. Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions. Ideal Candidate Qualifications: Bachelor’s degree in Business or a related field required; MBA preferred 8-10+ years of project management and P&C insurance experience Experience leading M&A integrations, organizational transformations, or large-scale enterprise initiatives preferred PMP certification preferred Strong project management, organizational, and stakeholder management skills Exceptional analytical, conceptual thinking, and problem-solving abilities Proven ability to influence stakeholders and drive alignment across multiple teams Experience creating executive-level reports, presentations, and project documentation Proficiency in Microsoft Office applications, including Excel, PowerPoint, Word, and Outlook Demonstrated success leading complex projects from planning through execution and delivery Strong communication, prioritization, and time management skills Proven leadership capability with a track record of driving results and managing competing priorities What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s). Salary Range The expected pay range for this position is $100,000.00- $130,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 3 weeks
Firm Enterprise Solutions Associate Director, Controllership
Deloitte - Jacksonville, FL 32202
Firm Enterprise Solutions Associate Director, Controllership Deloitte is seeking a Firm Enterprise Solutions Associate Director, Controllership to support accounting policy, transaction review, and financial reporting across the US Firms. This role helps drive accurate and reliable financial statements, strengthen controllership processes, and advise stakeholders on accounting matters that affect the firm's financial reporting. The position works across Finance & Administration and enterprise teams to support governance, compliance, and operational execution. Recruiting for this role ends on 9/2/2026 date Work you'll do As a Firm Enterprise Solutions Associate Director, Controllership on the Controllership team, you will be responsible for... Leading accounting and controllership activities that support accurate financial reporting for the US Firms Advising stakeholders on accounting policy, transaction review, and financial statement impacts Overseeing accounting processes, reconciliations, and close activities to support completeness and accuracy Identifying process improvement opportunities and helping implement changes that strengthen controls and reporting Collaborating with Finance & Administration and cross-functional teams on accounting issues, governance, and compliance matters A successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to mentor and provide clear guidance to others The team Deloitte's Controllership function within the Accounting & Compliance function serves as a critical component of the US Firms' Finance & Administration organization. The team provides stewardship over the US Firms' assets by establishing accounting policy and accounting for transactions in a way that supports accurate and reliable financial statements. Qualifications Required: Bachelor's degree in Accounting, Finance, or Business Certified Public Accountant (CPA) required 10+ years of experience in controllership, corporate accounting, financial reporting, technical accounting Experience applying United States Generally Accepted Accounting Principles (US GAAP) Experience preparing, reviewing, or overseeing financial statements, journal entries, account reconciliations, and close activities Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve. Limited immigration sponsorship may be available. Preferred: Master's degree in Accounting, Finance, or Business Administration Experience in public accounting Experience supporting a professional services or multi-entity organization Experience with SAP and BlackLine Experience with process improvement, automation, or controls optimization Experience partnering with finance, tax, legal, and business stakeholders on accounting matters Experience supporting mergers, acquisitions, restructurings, or other complex transactions The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $118,700 to $218,600. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.