Job Results
Financial Services
Posted 2 weeks
Surplus Lines Tax Administrator
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 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: This position will be responsible for reconciliation of surplus lines transactions as well as handling deposits and AR reporting for two of our locations. Responsibilities will include but will not be limited to: Facilitate agent/agency compliance with state surplus lines rules Provide assistance to Producers and Account Managers - Tax rates, Affidavits, Home State designation Submit required documents to states to facilitate timely filings Creation and implementation of state filing process internally Coordinate payment of tax and related fees Assist in the development and maintenance of surplus lines processes and producers Assist in reading and interpreting state surplus lines related to administrative code Reconciling surplus lines accounts Running monthly AR reports and assists keeping the AR current Administering return premiums for two of our locations REQUIREMENTS: Two years’ work experience in the insurance industry-preferably with surplus lines tax Strong desire to learn and foster a community of compliance Knowledge of insurance industry and risk manager Knowledge of methods of compiling, organizing and analyzing data Ability to understand and apply rules, regulations, policies and procedures Ability to plan, organize and coordinate work activities independently Excellent communication, interpersonal skills and positive attitude Strong attention to detail EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS High School Diploma or equivalent required Bachelor’s degree in business, Risk Management and Insurance, or Accounting preferred not required PHYSICAL DEMANDS The physical and environmental demands described here 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 of the job. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Department Office Administration & Clerical Required Experience: 2-5 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 2 weeks
Remote Tax & Accounting Manager
Platform Accounting Group - Jacksonville, FL
Due to continuing growth, we are seeking a Tax & Accounting Manager to join our team. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local leadership team in each office to develop and execute the firm's vision. As a Manager, you will have a unique opportunity to collaborate with a growing team of professionals with the needed expertise to accomplish client goals. Who we are: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. What you will do: Coach/Mentor staff to assist with enhancing their skills and further developing their career Manage office workflow and procedures Lead client engagement and become relationship owner Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax returns Provide advisory services to clients related to tax, finance & business practices Work with Tax Director to develop and implement the firm's retention, growth, and operational strategies What we look for: 6+ years of experience preparing and reviewing individual, corporate, partnership and estate tax returns BA or higher degree in accounting CPA / EA required Prior team management experience a major plus What we offer: Opportunity for advancement within a rapidly growing professional services firm Ongoing informal and formal training and development Competitive compensation 401(k) and medical benefits Firm sponsored continuing education
Posted 2 weeks
Project Accountant
Jacksonville, FL 32202
About Stratus Stratus® is an integrated, multi-disciplinary engineering, architecture, interior design, and consulting firm. Consistently ranking among the Top 500 Design Firms in Engineering News-Record, the firm offers a deep bench of industry experts through a highly collaborative approach, delivering innovative solutions across the full project lifecycle. Operating coast to coast, Stratus® serves clients nationwide while maintaining a strategic commitment to supporting high-growth economies and building vibrant communities that foster the professional growth of its team. Serving public- and private-sector clients, the firm is dedicated to delivering the highest-quality service wherever projects take shape. Across the Civic, Commercial, Industrial, Transportation, Education, Water Resources, and Government sectors, we bring precision, insight, and purpose to every project, from targeted renovations to large-scale infrastructure. Stratus® designs spaces, systems, and solutions that perform, endure, and make an impact, delivering on our promise of Better Plans. Better Places. The Role The Project Accountant is responsible for managing and overseeing the financial performance of projects throughout their lifecycle. This role partners closely with Project Managers/Project Controllers to ensure that projects are properly set up, accurately tracked, and closed in compliance with company policies and client contractual requirements. The Project Accountant plays a critical role in maintaining financial integrity by supporting project setup, budgeting, forecasting, revenue recognition, reporting, and closeout activities. Responsibilities Project Financial Management: Perform data analytics to monitor project performance and provide high level comments regarding the financial status of projects. Utilizing these analytics, identify potential project performance issues. Coordinate completion of accurate and timely project setups with Project Managers/Project Controllers to ensure that the project complies with the terms of the contract and company policy. Responsible for reviewing the contract and understanding the contract terms regarding project type, scope of work, and invoicing terms. Responsible for monitoring and addressing project budget maintenance within Deltek Vision and incorporating project change orders in accordance with company policy. Responsible for ensuring Purchase Orders issued to Subconsultants are aligned with project financials. Ensure accurate revenue recognition in accordance with GAAP/ASC 606 and company policies. Accounting and Reporting: Responsible for monthly reporting to the Project Accounting Lead, including detailed comments on project status that meet exception reporting and projects marked as significant for unbilled and unearned revenue. Actively participate in project performance reviews and provide financial commentary on projects where applicable. Maintain accurate and up-to-date financial records. Ensure compliance with internal financial policies and external regulations. Collaboration and Communication: Provide support and assistance with requests from the Project Managers/Project Controllers and/or Market Leaders. These requests may include financial information for projects, annual budget development support, audit requests (external and/or client) or special projects as requested. Communicate with Project Manager/Project Controller regarding project financial status and escalate issues to Market Leader and Director of Operational Finance, as needed. Audit and Compliance: Support internal and external audit processes related to project financials. Ensure adherence to contractual and regulatory requirements. Qualifications Bachelor’s degree in Finance, Accounting, Business Administration, or related field. Minimum of 3-5 years of project accounting experience, preferably in an A/E, professional services, or project-based environment. Understanding of GAAP/ASC 606 and financial reporting standards. Proficiency in accounting software and ERP systems commonly used in A/E firms (e.g., Deltek Vision/VantagePoint, Oracle, Procore, or similar) and MS Office Suite (especially Excel). Why you’ll love Stratus A team-oriented environment that values transparency, creativity, and shared success Meaningful career paths, leadership opportunities, and space to specialize Learning & Development – Education and Professional Licensing We believe flexible, hybrid work supports the balance and well-being our team deserves Excellent Health Care Programs – Medical, Dental, and Vision Insurance Company-paid Life Insurance, Short-Term Disability, and Long-Term Disability Voluntary Life Insurance options for employees, spouses, and dependents 401k Retirement Plan with employer match Paid Holidays & Competitive PTO plans Interested in learning more about Stratus, please visit https://www.stratusteam.com/. Equal Opportunity Statement Stratus is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Stratus Team’s management Team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs, and general treatment during employment.
Posted 2 weeks
Staff Accountant
Cornelius & Leone - Jacksonville, FL 32257
*Job Description: * A local CPA firm seeking a detail-oriented staff accountant to join our professional team. This role involves preparing complex and simple tax returns, ensuring compliance with federal and state regulations as well as understanding of financial statements preparation and reporting. The ideal candidate will possess a solid understanding of income tax rules and proficiency with professional tax software (training mandatory). This position offers an opportunity to work in a dynamic environment where technical expertise and attention to detail are highly valued. *Qualifications* * Relevant certifications or degrees in accounting or finance required. * Prefer proficiency with UltraTax software. * Strong understanding of GAAP standards. * Experience with income tax and business tax preparation, accounting and knowledge of basic tax forms. * Ability to interpret complex financial documents. * Familiarity with auditing procedures, compliance requirements, and financial document review and compilations. * Ability to manage multiple client accounts while maintaining high accuracy levels. *Duties* * Prepare and review individual and small business tax returns with accuracy and compliance. * Conduct thorough review of financial data, including income statements, and financial documents. * Ensure adherence to regulatory requirements such as GAAP standards. * Utilize professional income tax software and financial tools for accuracy and reporting. * Support audits by providing necessary documentation and explanations of financial data. * Maintain up-to-date knowledge of tax law and other relevant financial regulations. Job Type: Full-time Pay: $55,000.00 - $65,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Life insurance * Paid time off * Vision insurance * Work from home Work Location: Hybrid remote in Jacksonville, FL 32257
Posted 2 weeks
Partnership Tax Manager – International
PwC - Jacksonville, FL
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Partnership Tax-International Tax team you are expected to coordinate the preparation of foreign, federal, and state tax returns and supporting schedules for the Firm and partners. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to manage ongoing foreign tax audits and research and document resourceful strategies for managing liabilities and risks. Responsibilities - Coordinate preparation of foreign, federal, and state tax returns - Manage ongoing foreign tax audits - Research and document strategies for managing tax liabilities - Supervise, develop, and coach teams - Manage client service accounts and engagement workstreams - Solve complex tax-related problems to deliver quality results - Collaborate with specialists on tax issues - Maintain compliance with tax regulations and firm standards What You Must Have - Bachelor's Degree - 4 years of tax or PwC experience What Sets You Apart - Master's Degree in Accounting, Finance preferred - CPA preferred - Coordinating the preparation of foreign, federal, state, and local tax returns - Managing ongoing foreign tax audits - Researching and documenting strategic approaches for managing liabilities and risks - Building relationships with other groups and stakeholders - Collaborating with team members virtually - Innovating through new and existing technologies - Utilizing digitization tools to reduce hours and enhance processes The salary range for this position is: $73,500 - $212,280. For residents of Washington state the salary range for this position is: $73,500 - $244,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Learn more about how we work: https://pwc.to/how-we-work For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines
Posted 2 weeks
Risk Analyst
Triad Financial Services - Jacksonville, FL 32224
Position Overview Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. The Risk Department is currently seeking a detail-oriented and analytical professional to join our team as a Risk Analyst. This pivotal role involves assessing and mitigating risks, ensuring the stability and prosperity of our organization by identifying potential threats and developing strategic solutions. If you have a keen eye for detail and a passion for safeguarding business interests, we invite you to apply and contribute to our culture of proactive risk management. Responsibilities: Assess and identify potential risks that may threaten the assets, earning capacity, or success of the organization. Implement and maintain an organization-wide risk management framework and processes. Analyze and quantify risks using statistical models, including market, credit, operational, compliance, and reputational risks. Prepare risk reports for management teams to understand the risks being taken by the company. Monitor and report on compliance with regulatory requirements related to risk management. Collaborate with other departments to ensure that risk processes are integrated with company-wide processes. Develop risk management policies, risk appetites, and risk limits. Recommend risk mitigation strategies and actions, including insurance, internal controls, or business continuity plans. Conduct risk and control assessments on new products, services, or business initiatives. Liaise with stakeholders to gather risk-related data and perspectives. Update and maintain risk registers and risk event databases. Perform risk analysis on the company's investment portfolio and proposed investment opportunities. Conduct scenario analysis and stress testing to assess potential risk outcomes. Facilitate risk workshops and training sessions to promote a risk-aware culture within the organization. Keep abreast of industry trends and regulatory changes that may impact the risk profile of the business. Minimum Qualifications: Required: Bachelor's degree in Finance, Economics, Statistics, Mathematics, or a related field 2+ years of experience in risk analysis, financial analysis, or a similar role Strong knowledge of statistical analysis, quantitative methods, and risk assessment models Proficiency with statistical software (e.g., SAS, R, MATLAB) and Excel (including VBA and pivot tables) Familiarity with financial markets and instruments, as well as an understanding of financial regulations Excellent analytical and problem-solving skills Ability to interpret and analyze large datasets to inform risk assessments and strategies Strong written and verbal communication skills, with the ability to present complex information clearly and concisely Attention to detail and accuracy in handling and reporting on financial and risk data Experience with risk management information systems (RMIS), governance risk and compliance tools (“GRC”) and databases Ability to work collaboratively in a team environment and to engage effectively with stakeholders across various departments Proven ability to manage multiple projects and meet tight deadlines Professional risk management certification (e.g., FRM, PRM) is preferred but not required Prior experience conducting risk and control self assessments (“RCSA”)
Posted 2 weeks
Financial Analyst
TOTE - Jacksonville, FL 32256
Summary: This position is an operational analyst role responsible for creation, analysis, and development of financial reports utilized for producing financial statements and on-demand reporting; providing financial services; operating and capital budgeting development and analysis; and long-term forecasts. Essential Duties and Responsibilities: Create and analyze weekly financial projection for the current month covering all vessel operations expenses and fuel costs, including analysis of purchase orders executed Execute month-end closing tasks, including accrual entries and backup documentation Analyze and report of financial position, including variance explanations comparing to plan budget and quarterly projections to management Provides support to operational team through ensuring comprehension, execution, and forecasting of operational and capital budgets. Create and complete annual budgets for vessel operations, fuel, and capital in accordance with the budget schedule and requirements. Providing general support, system & database support for Financials & Supply Management (FSM), Nautical Systems Enterprise (NSE), Adaptive software systems Track and implement financial mechanisms of respective contracts into financial budgeting & reporting. Provides accounting and financial system guidance to management and staff of other divisions. Provides budget assistance to management and staff. Provide support for bid financial modeling. Provide support for external audit sample requests. Act as Finance lead on assigned TOTE, Inc. and/or operating company projects. Education: Bachelor’s degree required (in accounting, finance, or related field). Three to five years related finance/accounting experience. Qualifications (Education, Experience and Certifications) In-depth knowledge of accounting and reporting systems. Advanced Excel Skills Excellent accounting skills. Excellent analytical abilities. Good verbal and written communication skills. Must be a team player. Good organizational skills. Ability to prioritize and multi-task. Computer literate, with the ability to utilize standard software applications and be proficient in Windows and MS Office Suite (Outlook, Word, PowerPoint and Excel). WORK ENVIRONMENT Typically works in an office environment with adequate lighting and ventilation and a normal range of temperature and noise level. PHYSICAL EFFORT Most work requires normal physical effort. MANUAL DEXTERITY Requires moderate use of personal computer (word processing and spreadsheets) for compiling reports, statistical data, composing memoranda and other similar documents. TOTE RESOURCES IS AN EQUAL OPPORTUNITY EMPLOYER As part of the team, full-time employees will receive a comprehensive benefits package, which includes health, dental, vision, life insurance, short term disability, employee assistance program, 401(k) with company match and discretionary funding, tuition reimbursement, supplemental parental leave, jury duty, and bereavement leave. Full-time employees will receive a minimum of 10 days’ vacation, 10 days sick, 10 days paid holidays and one floating holiday every 12 months. In addition, we offer an annual discretionary bonus (based on eligibility).
Posted 2 weeks
Premier Banker- St Augustine- Lewis Point
TD - Saint Augustine, FL
Work Location: Saint Augustine, Florida, United States of America Hours: 40 Pay Details: $25.75 - $38.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Premier Banker is an experienced banker, servicing as the primary contact for a complex client portfolio of mass affluent clients. Through proactive outreach, this role manages mass affluent clients' complete banking relationship and connects clients to specialists to ensure all financial needs are met. The objective of the role is to grow, deepen, and retain client relationships by delivering TD’s model of convenience, sales, and advice, and differentiating with a personalized, connected experience. Premier Bankers play a critical role in delivering TD's mass affluent premier value, building lasting relationships and providing legendary service to a valued set of clients. Depth & Scope: Works in a bank location and will be accountable to grow, deepen, and retain strong relationships with a mass affluent book of business by proactively managing and addressing their banking needs with an advice-based approach Demonstrates proficiency and in-depth knowledge in banking and credit products, offerings, and processes to fluently explain banking solutions to a client and to act as an experienced liaison with internal partners in small business, wealth, commercial and lending Acquires, retains and deepens relationships with new mass affluent clients by converting referrals, leads, and outbound prospecting Proactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners Delivers excellent client service, reviews moderately complex clients concerns, and escalates banking related issues/risks when appropriate Adheres to all relevant Retail/Wealth policies, procedures, FINRA and regulatory banking requirements Engages in conversations with clients about loan products; facilitates the application intake. Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) Establishes and maintains strong working relationships with partners via ongoing meetings and collaboration to identify areas for relationship deepening in Wealth, Commercial, Small Business, Lending, etc. Partners regularly with the Wealth Financial Advisor including warm referrals and joint pipeline and joint pipeline review meetings to prepare for future client interactions. Provides ongoing coaching and ongoing feedback to bank staff on effective methods to articulate the program's value and make Premier referrals for mass affluent clients Responsible for understanding and adhering to regulations, TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD’s client Identification Program (CIP) by collecting and verifying required customer identification information and performing other client Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Education & Experience: HS Diploma or GED (required) Bachelor's / University degree or equivalent experience preferred 2+ years financial / banking experience Successful completion of the Securities Industry Essentials Exam (SIE) strongly preferred Life & Health license preferred Understanding and experience with retail and small business banking; experience interacting with Mass Affluent and high net worth clients Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) upon hire Consultative sales experience required Customer Accountabilities: Delivers the TD Premier program to eligible Clients Knowledgeable in products and services to be able act as an educator and advisor to clients Requires established client service skills to perform a broad range of both routine and multi-step Customer transactions Establishes and nurtures client relationships through proactive outreach, ongoing engagement, consistent display of product knowledge, actively listening to client needs and offering advice based solutions or partner referrals. Utilizes client relationship tools to engage in needs-based conversations to identify solutions and provide proactive advice Understands client's banking preferences with banking and educates clients & non- clients on current promotions and campaigns as well as tools and resources to make banking easier for the client Understands and supports the Bank's Customer Service Strategy Delivers client end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations Considers the impact of decisions on the well-being of TD, its clients, and stakeholders Provides the highest level of client service when dealing with internal partners or vendors Works as a single point of contact to clients by exploring various products or services and connecting the client with partners as needed Shareholder Accountabilities: Contributes to business objectives for Operational Excellence by championing and reviewing team against compliance with regulations; fully understanding accountability in driving an operationally sound location Ensures documentation that is prepared / completed is accurate and properly reflects client/ business intentions and is consistent with relevant rules / regulations Applies Compliance policies and regulations to all transactions to ensure integrity of proper compliance with all documentation that operational requirements are followed and that the appropriate documentation is recorded Engages in conversations with clients regarding loan applications, prepares documents, and conducts loan closings Meets individual / Store performance metrics Employee/Team Accountabilities: Contributes to a positive work environment by aligning to TD Model, Brand, and Culture by participating fully as a member of the team Is an active participant in personal performance and development activities Acts as a brand champion both internally and externally Collaborates with team members in contributing to the success of the team and organization Partners as a team player Strong relationship building and selling skills Detail oriented, well organized, self-starter with high energy level Actively seeks opportunities to improve delivery of work with high attention to quality standards Actively takes ownership of own career and aspirations; seeks out diverse feedback to continuously develop and enhance skills Positively embraces change Adheres and participates in TD's Shared Commitments Models quality service at every client interaction Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience May train and act as a mentor to newer colleagues Leverages the expertise and capabilities of other businesses / partners to better achieve mutual goals in collaboration The role is expected to lead continuous coaching in assigned bank locations on all topics supporting the growth of the Mass Affluent segment portfolio / book of business OCC: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36 Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel – Occasional International Travel – Never Performing sedentary work – Continuous Performing multiple tasks – Continuous Operating standard office equipment - Continuous Responding quickly to sounds – Occasional Sitting – Continuous Standing – Occasional Walking – Occasional Moving safely in confined spaces – Occasional Lifting/Carrying (under 25 lbs.) – Occasional Lifting/Carrying (over 25 lbs.) occasional Squatting – Occasional Bending – Occasional Kneeling Occasional Crawling – Occasional Climbing – Occasional Reaching overhead – Occasional Reaching forward – Occasional Pushing – Occasional Pulling – Occasional Twisting – Occasional Concentrating for long periods of time – Continuous Applying common sense to deal with problems involving standardized situations – Continuous Reading, writing and comprehending instructions – Continuous Adding, subtracting, multiplying and dividing – Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at [email protected] . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Posted 2 weeks
Portfolio Manager
The Energy Authority - Jacksonville, FL 32207
About The Energy Authority The Energy Authority is a public power-owned, nonprofit corporation with offices in Jacksonville, Florida and Bellevue (Seattle), Washington. TEA provides public power utilities with access to advanced resources and technology systems so they can respond competitively in the changing energy markets. Through partnership with TEA, utilities benefit from an experienced organization that is singularly focused on deriving the maximum value of their assets from the market. Join TEA's Portfolio Management & Analytics Team – A Vital Role in Shaping the Future of the Energy Industry Are you passionate about the energy market and excited about shaping strategies that align with clients’ goals? Do you thrive in a dynamic, team-driven environment? TEA is seeking a Portfolio Manager to join our team and lead the delivery of exceptional portfolio management services that drive success for our clients. This role provides an opportunity to apply your expertise in energy markets—spanning power, fuel, and emissions—while shaping the strategies that impact the future of energy. About the Role:As a Portfolio Manager at TEA, you will be the key liaison between clients and the energy market. Your primary responsibility will be ensuring that our portfolio management services align with each client’s objectives and deliver the value they expect. With your in-depth knowledge of the energy markets, you'll develop and execute strategies that optimize client portfolios while staying ahead of market trends. Key Responsibilities: Leadership & Client Relationship Building: Cultivate strong, collaborative relationships with client teams, ensuring seamless communication around portfolio management objectives. Guide and mentor Analytics and Financial Analysts, helping them better communicate complex portfolio data to clients. Align long-term strategies with day-to-day tactics by communicating effectively across the organization. Value & Service Delivery: Oversee the execution and effectiveness of TEA’s market-driven deliverables, adjusting strategies as needed to meet client objectives. Execute trades on behalf of clients promptly and in accordance with TEA and client risk policies. Continuously assess market conditions and provide clients with timely updates on energy developments that could impact their portfolios. Operational Excellence: Actively engage in the Portfolio Management team, helping integrate TEA's services into clients' broader strategic functions. Educate clients on the latest portfolio management techniques, hedging strategies, and industry developments to ensure they understand the value of TEA’s services. Deliver market-based strategies for clients across all commodities and time horizons, ensuring high-quality, clear, and relevant communications. Key Skills & Qualifications: Education: Bachelor’s degree in Finance, Economics, Business, or a related field. An advanced degree (MBA, Master’s in Finance) is strongly preferred. Experience: A minimum of 5 years of experience in physical and financial energy markets, with a focus on energy pricing, trading, and risk management. Relationship-Building: Ability to establish trust and communicate effectively with clients, both individually and in group settings. Market Expertise: Deep understanding of market fundamentals, trends, and competitive dynamics across various energy sectors including power, fuel (natural gas, coal, oil), and emissions. Team Player: Strong ability to work collaboratively and place organizational goals above individual ones. Why Join TEA? Work with industry leaders in energy market strategy and management. Collaborate with a talented, driven team that thrives on providing exceptional service to clients. Enjoy professional development and leadership opportunities as you shape the future of energy portfolio management. If you're ready to take your energy market expertise to the next level and make a significant impact on client success, we’d love to hear from you! Apply Now and Be Part of the TEA Team! TEA Values TEA employees share a common sense of purpose. When TEA accomplishes its mission, the result is improved quality of life for the citizens and businesses of the communities our clients serve. TEA employees exceed the expectations of those they serve, deliver services with the highest standards of fair, honest, and ethical behavior, set the standard for service and expertise in our industry, embody a spirit of collaboration, and embrace TEA’s founding entrepreneurial spirit by seizing opportunities to deliver value. If you are self-motivated, driven to deliver excellence, and passionate about your career, TEA is the perfect place for you. It’s YOUR Future. It’s OUR Future.
Posted 2 weeks
Financial Analyst II – Workforce Planning
Everbank - Jacksonville, FL 32202
Financial Analyst II The Financial Analyst II is responsible for preparing analysis of the organization's financial results. Through financial modeling, this job provides insights into the company's financial status, including cash flow, accounts receivable, accounts payable, debt, equity, operating income, working capital, etc. Under moderate supervision, this job's analysis and modeling is used by senior management to inform business and financial decisions. Key Responsibilities and Duties Prepares financial models that analyze monthly financial results in order to identify drivers and explain key variances. Completes forecasts and modeling and ensures that results are timely and accurate. Completes re-forecasting activities and updating/evolving forecast models. Participates in general ledger journal entry posting activities during the closing process to help ensure that financial statements are accurate. Prepares ad hoc departmental reports that analyze departmental financial results versus budget/forecasts. Drafts financial reports and presentations for management that inform business and financial decisions. Seeks guidance from senior management regarding challenges that require more advanced knowledge. Minimum Qualifications 2 years of experience in financial analysis, planning, modeling Advanced skills in MS Excel Preferred Qualifications 3+ years of experience with compensation planning and forecasting a plus Previous experience supporting workforce planning initiatives Familiarity with an enterprise reporting system - TM1 or similar Educational Requirements University (Degree) Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Requirements: Posting end date - 5/10/26 Req Benefits: EverBank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company: Medical, dental, vision & HSA/FSA 401(k) savings Paid holidays & generous PTO Additional wellness & voluntary benefits Additional Company-provided benefit options (subject to plan terms): Tuition reimbursement Commuter Benefits Life and Disability Insurance Compensation: $63,600 - $86,000 Additional Details : EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers