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Corporate Controller

RallyX | Jacksonville, FL 32256

Who We Are We are not building an ordinary company, and we are not looking for ordinary leaders. We believe great organizations are built by healthy, intentional, high-character people. Culture is not an afterthought here; it is our competitive advantage. We invest deeply in our leaders because we know that when our people grow, the company grows. Every week begins with a focused Monday stand-up to drive clarity and momentum. We communicate openly and efficiently. On Thursdays, we gather for lunch, not just to eat, but to strengthen connection and invest in the whole person. Each quarter, we host RallyXL, an all-day leadership intensive dedicated to alignment, growth, and raising our standard of excellence. If you are a serious leader, someone with conviction, humility, and the courage to build something that matters, and you want to do that work alongside a team that refuses to drift into mediocrity, we would like to talk with you. What We Do Rally is a growing management company that owns and operates a diverse portfolio of businesses spanning five verticals: healthcare, humanitarian initiatives, residential and commercial construction, impact-driven ventures, and fleet repair services. Our construction division is a cornerstone of that portfolio, and it requires disciplined financial leadership to scale with strength. Grounded in our faith-forward approach, we are committed to stewardship, operational excellence, and meaningful impact in the communities we serve. The Opportunity We are seeking a strategic, high-capacity Corporate Controller to lead the financial engine of our companies. This is not a back-office accounting role. It is a leadership seat at the table. The Controller will own financial clarity across a multi-entity portfolio, drive accountability into every business unit, strengthen the systems and controls those businesses run on, and give leadership the confident, data-informed footing it needs to grow. The right candidate understands construction accounting at a granular level, including job costing, WIP schedules, revenue recognition, and margin protection, and can also step back to see the full strategic picture across a diversified portfolio. What You’ll Lead Financial Reporting & Analysis Own the monthly, quarterly, and annual close process and deliver timely, accurate consolidated financial statements across all portfolio entities. Lead budgeting, forecasting, and variance analysis, and translate results into performance insight leadership can act on. Define and manage the KPIs that drive operational excellence across each vertical, and report on them consistently. Construction Accounting Own construction accounting operations, including job costing, WIP schedules, percentage-of-completion revenue recognition, and project profitability tracking. Partner with project managers and field leadership to protect margin, flag cost overruns early, and keep job-level financials current. Systems, Controls & Process Establish and refine accounting systems, internal controls, and scalable financial processes that can support continued growth and acquisition. Own the general ledger structure and chart of accounts across entities, and lead the accounting team’s use of Sage Intacct (or equivalent ERP) as the company scales. Identify opportunities to increase margin, reduce waste, and improve cash flow across the portfolio. Treasury & Cash Management Manage cash positioning, banking relationships, and short-term liquidity planning across multiple entities. Oversee accounts payable and accounts receivable functions, including collections and vendor terms, to protect working capital. Compliance & Risk Ensure compliance, accuracy, and strong internal controls across all financial operations. Coordinate annual audits, tax preparation, and regulatory filings with external CPA firms, and serve as the primary internal point of contact for those engagements. Maintain insurance, bonding, and lender-reporting compliance for the construction division. Team Leadership & Strategic Partnership Build, lead, and develop the accounting and bookkeeping team supporting the portfolio, including staff across individual entities. Partner directly with the CEO and executive leadership to guide financial strategy, capital planning, and major business decisions. Communicate financial insight clearly to both operators and executives, translating numbers into decisions. What We’re Looking For Required A steady, high-character leader who takes ownership and delivers results. Bachelor’s degree in Accounting, Finance, or a related field. 5+ years of progressive experience in corporate accounting, including managing financial operations for a company or portfolio of companies. Direct experience in construction accounting: job costing, WIP schedules, and percentage-of-completion revenue recognition. Fluency in P&L management, forecasting, budgeting, and project-level financial oversight. Strong systems thinking and a track record of building or improving financial processes and controls. High proficiency in Microsoft Office, particularly Excel. Ability to communicate financial insight clearly and confidently to both operators and executives. Motivated by purpose, accountability, and building something meaningful. Preferred CPA license or active progress toward one. Experience with Sage Intacct or a comparable mid-market ERP system. Experience consolidating financials across multiple legal entities or a holding-company structure. Prior experience in a multi-vertical, multi-entity, or private equity-backed portfolio environment. Experience managing or scaling an accounting team. Compensation & Benefits Compensation is competitive and commensurate with experience, and includes a performance-based bonus component tied to company and portfolio results. Full details are provided during the interview process, and include health benefits, paid time off, and participation in company culture investments such as RallyXL and weekly team rhythms. Why This Role Matters The financial health of our companies directly impacts our ability to grow, serve, and steward well. This role is foundational to our future. If you are a disciplined financial leader who wants influence, ownership, and the opportunity to build something enduring, we would like to meet you. RallyX provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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Government Accounting Manager

Crowley Maritime Corporation | Jacksonville, FL 32225

Overview: Who We Are: As a privately held, U.S.-owned and operated company, Crowley provides services to 36 nations and island territories. Our purpose is to bravely advance what's possible to elevate people and planet, with our core values of Integrity, Sustainability and Drive guiding everything we do. By expanding and innovating our services, we have expanded our footprint in services within the Logistics, Land Transportation, Shipping, Wind and Fuel industries. Crowley and its affiliated companies have generated more than $3.5 billion in annual revenue through our people's focus on excellence and a culture that values everyone's voices and collaboration. To continue laying the groundwork and challenge what's possible for our business, we seek to partner with individuals ready to elevate their careers with us. Work Arrangement: Hybrid What You'll Do: Responsible for managing accounting teams and ensuring activities are performed in compliance with Cost Accounting Standards (CAS), the Federal Acquisition Regulation (FAR), and Generally Accepted Accounting Principles (GAAP) for government services, and with applicable regulatory requirements for commercial work. Safeguards the accuracy and integrity of financial data related to government contracts and regulatory reporting, and leverages Deltek Costpoint and Oracle to support efficient, audit-ready business operations. Responsibilities: Key Responsibilities: Support Crowley Government Services and Crowley commercial activities. Provide clear direction, develop talent, foster accountability, and build high-performing teams in an inclusive environment that encourages collaboration, professional growth, and continuous improvement. Perform statistical, cost, and financial analysis of reports and contract-related data in Deltek Costpoint and Oracle and prepare management summaries focused on CAS and FAR requirements. Interpret historical data to assess contract performance and forecast fiscal impact. Develop financial reports in accounting systems to monitor trends, forecasts, billing rates, and incurred cost submissions. Assist in developing, enhancing, and implementing policies and procedures that support compliance with CAS, FAR, and agency-specific requirements. May assist with general ledger maintenance, indirect rate structure support, and internal controls related to government contracts. Review direct and indirect costs and perform allowability and cost-benefit analyses for government projects and programs. Qualifications: Education & Credentials: Bachelor’s degree in accounting, finance, or related field. A combination of post-high school education. Experience: 7+ years of progressively responsible accounting experience, including three years in managerial or supervisory positions. CPA preferred. Technical Skills: Advanced proficiency in Microsoft Office products, including Word, Outlook, and Excel. Advanced proficiency with accounting systems, including Oracle and Deltek Costpoint. Competencies: Working knowledge of accounting principles and practices, including accounts payable, accounts receivable, accruals, and financial reporting processes. Knowledge of contract negotiation, administration, and execution, including adherence to corporate policies, regulatory requirements, contractual obligations, and billing for federal and commercial contract types. Ability to communicate complex information clearly and professionally, both verbally and in writing, to diverse audiences. Understanding of purchasing, procurement, budgeting, and administrative management principles that support efficient operational and financial performance. Ability to compile, review, and reconcile data for accuracy, completeness, and compliance. What We Offer? We inspire top talent by offering a comprehensive and competitive package that supports the diverse needs of our people—on land, at sea, in offices, and remotely. Our Total Rewards include: Competitive pay with recognition programs Comprehensive benefits: medical, dental, and vision insurance, life and disability coverage, and paid vacation and holidays Leave and family support: parental leave and sick leave Learning and growth: access to training and development for continuous skill development Well-being resources: Employee Assistance Program, wellness program, and gym membership discounts At Crowley, we invest in you—your success, your health, and your future. #LI-Hybrid

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Accounting Supervisor

Hubbard Construction Company | Jacksonville, FL 32256

100+ Years of Experience at Work for You! Since 1920, the professional men and women of Hubbard Construction have literally paved the way for hundreds of public and private projects that have supported Florida's rise to prominence. Hubbard is one of Florida's largest heavy civil construction companies. We are proud to be a part of Florida's history and we are eager to continue to serve the Florida market and beyond. The scope of Hubbard's work includes complex highway projects, site development, paving, utility and drainage systems, surveying, RAP and hot mix sales, and state-of-the-art bridge building. We provide multiple delivery systems in design-build, bid-build, public/private-partnerships and design-build finance. Hubbard Construction's parent company, Vinci, operates through a network of 330 agencies and 770 production sites, in 17 countries around the world. General Description. This position within the Accounting/Finance Department will develop and administer the Division’s financial activities under the direction of the Division Controller. Key Duties Review pay estimates and input monthly progress billings from Project managers schedules Manage subcontracts, including verification of bonding and insurance, payroll reporting (if applicable) and processing of pay requests Review month end financial statements, including job cost, plant materials, fixed and variable costs and inventories Prepare Sales and Use tax returns as needed Prepare adjusting journal entries validated by Division Controller Assist with collections, including monitoring of NTO’s and processing of liens and releases Assist Division Controller with preparation of periodic budgets and forecasts Supervise and/or assist A/P staff across several operating units Must be flexible to work beyond normal work hours as required to meet project deadlines. General. To perform this job successfully, an individual must be able to perform each Key Duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Experience. This position typically is not an entry-level job, as it requires demonstrable previous experience as an Accounting Supervisor. A high school diploma or general education degree (GED) is required and a Bachelors Degree in Business or Accounting is preferred. Must be able to understand work directions and communicate effectively with Project Managers and fellow employees. Excellent computer skills including advanced knowledge of Microsoft Excel is required. Prior SAP experience is preferred. Physical Demands. The following physical demands are representative of those that must be met by an Accounting Supervisor, to successfully perform the essential functions of this job. Frequent ability to sit for prolonged periods of time; Frequent ability to talk and hear, both in person and by telephone; Frequent ability to operate standard office equipment, using hand and arm dexterity; Frequent ability to navigate through office environment, including periodic use of stairs and/or elevator, as needed; Infrequent ability to lift general office documents and materials, up to 10 pounds; Frequent vision abilities required by this job include close vision, distance vision, depth perception, color vision, and the ability to adjust focus. Work Environment. The work environment characteristics described below are representative of those that an Accounting Supervisor encounters while performing the essential functions of this job. Work generally is performed in an office environment, although periodic visits to construction sites and manufacturing facilities may be required. Noise level in the typical office work environment is quiet. Company Benefits Company Paid Basic Life Insurance Company Paid Long Term Disability Policy Company Paid Vacation & Holiday Pay Company Paid Parental Leave Company Paid Maternity Leave Company Paid Employee/Family Assistance Program (EAP) Voluntary Medical & Vision Insurance Voluntary Dental Insurance Voluntary Short Term Disability Voluntary Supplemental Term Life Voluntary Accident, Legal, Hospital, Critical Illness Policies 401(k) Plan w/Employer Match Annual Company Stock Purchase Opportunities Discount Partnerships: Verizon, Ford, Perkspot Health and Wellness Benefits, including Monthly Gym/Fitness Incentives We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. We promote a Drug-Free Workplace.

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Associate Banker, 30 Hours, Saint Johns/Saint Augustine, FL Area – Multiple Locations

JPMorganChase | Saint Johns, FL 32259

JOB DESCRIPTION At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions – helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – partnering with other branch team members to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients. Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience. Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. ABOUT US Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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Customer Solutions Representative – Collector – Jacksonville, FL – Starting November and December 2026

Ally Financial | Jacksonville, FL

Ally and Your Career Ally Financial only succeeds when its people do - and that’s more than some cliché people put on job postings. We love this stuff! We see our people as, well, people - with interests, families, friends, dreams, and causes that are all important to them. Our focus is on the health and safety of our teammates as well as work-life balance and diversity and inclusion. From generous benefits to a variety of employee resource groups, we strive to build paths that encourage employees to stretch themselves professionally. We want to help you grow, develop, and learn new things. You’re constantly evolving, so shouldn’t your opportunities be, too? Work Schedule : Ally designates roles as (1) fully on-site, (2) hybrid, or (3) fully remote. Hybrid roles are generally expected to be in the office a certain number of days per week as indicated by your manager. Your hiring manager will discuss this role's specific work requirements with you during the hiring process. All work requirements are subject to change at any time based on leader discretion and/or business need. The Opportunity Are you experienced in customer service and interested in helping customers reach financial well-being? As a Customer Solutions Representative, you will proactively make outbound calls as well as handle inbound calls to efficiently assist customers with their auto loan accounts, providing exceptional service while resolving payment issues in a professional, empathetic, and highly productive manner. We offer a strong brand reputation, competitive benefits, and thorough training in compliance, negotiation, and sales. You will gain valuable skills and contribute to a team that values professionalism and consistent, industry-standard practices. Compensation & Schedule: Compensation: $23/hr. + monthly incentives. Training classes start: November and December Work schedule after training: 8am - 5pm EST or (7am - 4pm CST) Monday through Friday. 11am - 8pm EST or (10am - 7pm CST) one day per week. 8am - 12pm EST or (7am - 11am CST) one Saturday per month. The Work Itself Make outbound phone calls and handle incoming calls to meet required performance standards and metrics. Contact Ally auto-loan customers regarding late or missed payments. Understand reasons for delinquency and negotiate payment arrangements. Respond to customer inquiries via phone, workflow systems, and email. Research and resolve account discrepancies. Document all interactions clearly and accurately. Maintain professionalism and accuracy while managing accounts. Meet performance standards for call volume, delinquency, and customer satisfaction. Identify and recommend solutions to avoid repossession losses. Use computerized systems for tracking and troubleshooting. Maintain strict confidentiality of customer information. Adhere to all state and federal laws in the handling of accounts. The Qualifications We’re Looking For Experience in financial services or a related industry preferred. Associate or bachelor’s degree in business or related field may be used in lieu of experience. Bilingual (Spanish) skills are a plus. Excellent listening, verbal, and written communication skills. Strong attention to detail and professional phone etiquette. Sales, negotiation, and skip tracing skills preferred. Proficiency with Microsoft Windows and internet-based applications required. Ability to multi-task and meet key performance metrics. Strong ability to identify potential loss situations and make appropriate recommendations to mitigate loss, with an aptness to escalate unique collections cases to management. Ability to work flexible hours, including weekends, holidays, and overtime as needed. Minimum Qualifications 0+ years of experience High school Diploma or GED equivalent How We'll Have Your Back Ally's compensation program offers market-competitive base pay and pay-for-performance incentives (bonuses) based on achieving personal and company goals. Our Total Rewards program includes industry-leading compensation and benefits plus additional incentives that are designed to meet your needs and those of your family so you can get the most out of your career and your life, including: Time Away: Program starts at 20 paid time off days in addition to 11 paid holidays and 8 hours of volunteer time off yearly (time off days are prorated based on start date and program varies based on full or part-time status and management level). Planning for the Future: plan for the near and long term with an industry-leading 401K retirement savings plan with matching and company contributions, student loan pay downs and 529 educational save up assistance programs, tuition reimbursement, employee stock purchase plan, and financial learning center and financial coach access. Supporting your Health & Well-being: flexible health and insurance options including medical, dental and vision, employee, spouse and child life insurance, short- and long-term disability, pre-tax Health Savings Account with employer contributions, Healthcare FSA, critical illness, accident & hospital indemnity insurance, and a total well-being program that helps you and your family stay on track physically, socially, emotionally, and financially. Building a Family: adoption, surrogacy and fertility assistance as well as paid parental and caregiver leave, Dependent Day Care FSA back-up child and adult/elder care days and childcare discounts. Work-Life Integration: other benefits including Mentally Fit Employee Assistance Program, subsidized and discounted Weight Watchers® program and other employee discount programs. Other compensations: depending on the role for which you are considered, you may be eligible for travel allowances, relocation assistance, a signing bonus and/or equity. To view more detailed information about Ally’s Total Rewards, please visit this link: https://www.ally.com/content/dam/pdf/corporate/ally-total-rewards-snapshot.pdf Who We Are : Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and innovative financial solutions. We are relentlessly focused on "Doing it Right" and being a trusted financial-services provider to our consumer, commercial, and corporate customers. For more information, visit www.ally.com . Ally is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law. In accordance with the Americans with Disabilities Act, if after review of the position expectations, you believe that you may need a medical accommodation to fulfill the duties of this role, please email [email protected] with details of your accommodation request. Base Pay Range $47,840.00 - $54,080.00 An individual's position in the range is determined by the specific role, the scope and responsibilities of the role, work experience, education, certification(s), training, and additional qualifications. We review internal pay, the competitive market, and business environment prior to extending an offer. Incentive Compensation: This position is eligible to participate in a variable incentive plan.

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Financial Advisor

First Command Financial Servces | Saint Augustine, FL 32092

*4 out of 5 of our Advisors are veterans or military spouses* *Who we are:* First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. *What our Advisors do:* * Directly engage with the military community by partnering with local military organizations, military units, and other affiliates that support the military community * Coach military families on how to build a holistic financial plan including aspects of: * Savings * Investments * Insurance *What we offer:* * A specialized onboarding and training program designed for veterans, transitioning service members and military spouses to build and grow a successful financial planning practice * Tools and support to guide you through the licensing process * Opportunities for professional development * The ability to be in control of your career trajectory and to be compensated based on your work and the results you achieve * Portable career opportunities throughout the United States and overseas *Desired Qualifications:* * Military experience or association * Bachelor’s degree * Proven leadership skills First Command has been helping military families pursue their goals and dreams through coaching and guidance since 1958. To learn more about our mission and vision, visit www.firstcommand.com. In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. First Command Financial Services, Inc. Job Type: Full-time Pay: $60,000.00 - $175,000.00 per year Benefits: * 401(k) * Dental insurance * Flexible schedule * Health insurance * Paid time off * Vision insurance Education: * Bachelor's (Preferred) Experience: * Military: 1 year (Preferred) Work Location: In person

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Trading Specialist-Jacksonville, FL

Fidelity Investments | Jacksonville, FL 32246

Job Description: NOTE: Fidelity will not provide immigration sponsorship for this position The Role As a Trading Specialist, you will support investors with a broad range of trading, investment, and account-related needs while helping deepen client relationships! This role involves guiding clients through market activity, processing complex securities transactions, and providing education that helps clients make informed financial decisions. By delivering personalized support through inbound client interactions, you will build trust, strengthen client loyalty, and find opportunities to connect clients with additional products and solutions. Success in this role requires a strong understanding of financial markets, trading products, industry regulations, and proficiency in breaking down complex concepts into significant client conversations. The Expertise & Skills You Bring Series 7 license required Series 63 license or ability to obtain within 90 days Experience in financial services, brokerage operations, trading support, client services, or a related field. Knowledge of financial markets, investment products, economic trends, and industry developments. Understanding of securities transactions, including equities, options, mutual funds, fixed income securities, and precious metals. Ability to apply regulatory and policy requirements while delivering accurate and compliant support to clients. Ability to guide clients through trading and investment decisions with integrity and confidence. Consultative approach to uncovering client needs and recommending appropriate offerings, support, and solutions. Excellent communication and active listening skills, including the ability to explain complex investment and trading concepts in a clear and relatable manner. Strong attention to detail and commitment to accuracy when processing transactions and handling client requests. Effective problem-solving, critical-thinking, and decision-making skills. Ability to manage several priorities and perform effectively in a fast-paced, team-oriented environment. The Team As part of Fidelity's Client Services organization, we serve as a key connection between our clients and a diverse selection of investment products, services, and financial solutions. Our team helps investors navigate the markets by providing trading support, education, and mentorship that builds confidence and trust. We are committed to delivering outstanding service, encouraging long-term relationships, and helping clients achieve their financial goals through every market environment. Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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Senior Valuation Specialist

Marlin Leasing Corp | Jacksonville, FL 32256

Senior Valuation Specialist We are PEAC Solutions—large enough to finance the globe, yet small enough to stand shoulder-to-shoulder with our customers. We believe in the power of partnership and the promise of possibility. Our purpose is to fuel growth by providing smart, flexible lending solutions that help businesses overcome obstacles and seize new opportunities. Backed by HPS Investment Partners, a leading global investment firm, we offer equipment financing, working capital, and inventory lending solutions that keep businesses moving forward. As the world’s largest independent equipment finance company, we are expanding our global footprint—and we are doing it with purpose, grit, and a commitment to those we serve. You are someone who thrives in an environment where ambition meets action. You bring curiosity, resilience, and a strong sense of accountability. You see challenges as opportunities and believe in making an impact for customers, for your team, and for the business. If you are looking to be a part of a company that values partnership over hierarchy and purpose over routine, your next chapter could start here. PEAC Solutions is seeking an experienced Senior Valuation Specialist to support our Asset Management organization. This role is responsible for evaluating equipment collateral, establishing residual values, assessing asset risk, and providing market intelligence that supports underwriting, pricing, portfolio management, and end-of-term strategies. The ideal candidate combines strong equipment expertise with financial acumen and a deep understanding of secondary markets across a variety of equipment classes, including construction, industrial, healthcare, and technology assets. As a subject matter expert, you will analyze market trends, equipment lifecycles, manufacturer performance, and remarketing opportunities to develop accurate valuation recommendations and residual assumptions. You will partner closely with Sales, Credit, and Finance teams to optimize portfolio performance while minimizing residual risk. This position offers an exciting opportunity to influence business growth through data-driven asset valuation, strategic portfolio management, and market leading equipment expertise. Essential Functions: Perform equipment valuations for new originations, portfolio reviews, modifications, and end-of-term transactions. Establish and maintain residual value assumptions and residual value matrices across assigned asset classes. Analyze equipment useful life, depreciation patterns, utilization trends, and market liquidity. Provide valuation recommendations for construction, industrial, healthcare, technology, and other equipment categories. Monitor auction results, dealer listings, wholesale transactions, and secondary market trends. Track economic, regulatory, environmental, and industry developments that may influence equipment values. Maintain knowledge of equipment manufacturers, emerging technologies, and market demand shifts. Develop market intelligence reports to support pricing, credit, and portfolio management decisions. Conduct periodic residual value reviews to identify impairment risks and triggering events. Analyze portfolio concentrations, market exposures, and asset-specific risks. Recommend valuation adjustments and reserve actions when market conditions warrant. Partner with Credit, Sales, and Operations to evaluate new business opportunities involving residual positions. Provide valuation guidance during underwriting and approval processes and support structuring decisions. Assess asset quality, expected return conditions, and disposition strategies. Develop and document asset exit strategies for lease and loan transactions. Estimate marketability, time-to-disposition, and recovery expectations. Provide recommendations regarding repossession, refurbishment, redeployment, or liquidation scenarios. Prepare valuation reports, residual reviews, portfolio analyses, and management presentations. Maintain asset databases, valuation tools, and market reference information. Track valuation performance metrics and residual realization results. Develop relationships with OEMs, dealers, brokers, auction companies, appraisers, and industry specialists. Participate in trade shows, industry conferences, and market events to stay current on asset value trends. Serve as a subject matter expert on equipment valuation and residual risk across the organization. Qualifications: Bachelor's degree (Finance, Accounting, or Economics preferred) or equivalent experience. 5+ Years of experience in equipment leasing and finance industry is required, preferably within Asset Management related disciplines. Advanced understanding of equipment valuation policy, with in‐depth knowledge of market trends, valuation methodologies, and sales channel optimization. Excellent negotiation, communication skills, critical thinking skills, ability to work in a team environment. Excellent computer skills including Word, PowerPoint, and Excel; especially highly proficient with advanced Excel functions (pivot tables, macros, data analysis tools) and strong experience with data visualization tools (Power BI, Tableau) and CRM/ERP systems. Self‐motivated with the ability to work independently, work as part of a team. Strong data analysis skills with the ability to interpret complex market data, generate actionable insights, and influence decision‐making at the senior management level. Strong leadership and project management skills, with a proven ability to drive process improvement projects and manage complex, multi‐stakeholder initiatives. Strategic thinker with the ability to balance short‐term objectives with long‐term company goals, PEAC Solutions is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, ethnicity, disability, religion, national origin, gender, gender identity, gender expression, marital status, sexual orientation, age, protected veteran status, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The successful candidate will receive competitive compensation along with our benefit package which includes medical, dental, vision, life insurance, short and long-term disability, 401(k) with match, flexible spending, and paid time off. PEAC provides one paid day off per year to support community involvement. Celebrate you by also having off your birthday on us!

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Medical Office Scheduler, Lead

Southeast Orthopedic Specialists | Jacksonville, FL 32216

LEAD MEDICAL OFFICE SCHEDULER CONTACT CENTER | FULL-TIME | MONDAY-FRIDAY | NON-CLINICAL Established in 2001, Southeast Orthopedic Specialists is a regional leader in orthopedic medicine. We are dedicated to growing with our patients. Our reach will continue to expand to meet the needs of all patients, present and future. It is our wish to make industry-leading five-star orthopedic care accessible to as many people as possible. At Southeast Orthopedic Specialists, we are dedicated to taking care of you so you can take care of business! Below is our robust BENEFITS PACKAGE that we offer to all full-time employees: Competitive Health & Welfare Benefits Monthly $43 stipend to use toward ancillary benefits HSA with qualifying HDHP plans with company match 401k plan after 6 months of service with company match Employee Assistance Program available 24/7 Employee Appreciation Days/Events Paid Holidays & Paid Time Off As Southeast Orthopedic Specialists continues to grow, we are looking to hire a Lead Medical Office Scheduler for our Central Business Office located in Jacksonville, FL! Please see below for the functions and requirements to be considered for this position: GENERAL SUMMARY Supports call center representatives to ensure optimum performance and patient care. Assists with process review, creating and maintaining materials to assist with scheduling, paging, and referral systems. Aids the scheduling team by being available on the Help Line to answer escalated questions and calls. ESSENTIAL FUNCTIONS Team Leader Responsibilities Responsibilities may include opening/closing duties for the department while providing leadership direction. Receives questions or calls and provides timely support for the agents and patients. Motivate and encourage agents through positive communication and immediate feedback. Monitor phone queues regularly to ensure that the workloads are distributed evenly and to coach agents to improve performance. Assists Leadership to ensure the department goals are being met specific to occupancy, percentages call wait times, and abandonment rates, etc. Assist Leadership in researching, special assignments and resolving scheduling discrepancies in a timely manner. Attends department meetings as assigned. Other duties as assigned by Leadership. Medical Office Scheduler Responsibilities Utilizes organization’s resources to schedule patient appointments. Obtain patient demographic information; update and confirm necessary information to allow processing of claims to insurance plans. Utilizes appropriate systems to page providers that are on call. Successfully processes referrals through the referral system, contacts patients to schedule appointments, and imports referrals/documents to patient’s charts. Answer and resolve all incoming calls and requests in a timely, accurate manner. Communicate with the Leadership about potential patient concerns. Triage and relay necessary messages to staff members in other departments. Ensure strict confidentiality of all health records, member information and meet HIPAA guidelines. Other duties as assigned. EDUCATION High school diploma/GED or equivalent working knowledge preferred. EXPERIENCE A minimum of two years of experience in the healthcare field is required. Previous call center experience is preferred. Excellent organizational skills and strong customer service orientation are required with a strong background in computers and data entry. KNOWLEDGE Knowledge of medical terminology, ICD, and CPT. Federal, state, and HIPAA privacy regulations. Knowledge of scheduling patients in a clinic/medical practice setting. SKILLS Strong negotiation, interpersonal, written, and oral communications skills. Demonstrates outstanding customer service skills communicates well and utilizes excellent listening skills and telephone etiquette. Excellent interpersonal skills (tact, discretion, and courtesy necessary to interact cordially and effectively at all times). Represent the clinic in a professional manner related to appearance, communication, and the maintenance of patient confidentiality. ABILITIES Ability to multitask in a fast-paced environment. Ability to understand patient demographic information and determine insurance eligibility. Ability to have consistent attendance and punctuality. Ability to effectively incorporate the use of technology into day-to-day tasks (Outlook, Microsoft Office Suite, CPS/GE). Ability to communicate effectively and compassionately with patients, co-workers, management, and providers. ENVIRONMENTAL WORKING CONDITIONS Normal office environment. PHYSICAL/MENTAL DEMAND Requires sitting and standing associated with a normal office environment. Some bending and stretching are required. Manual dexterity using a calculator and computer keyboard ** This description is intended to provide only basic guidelines for meeting job requirements. Responsibilities, knowledge, skills, abilities, and working conditions may change as needs evolve. ** QUESTIONS? Contact [email protected] Education Required High School or better Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Integration Manager – M&A (Eastern Time Zones)

Insurance Office of America | Green Cove Springs, FL 32043

Job Description: Title: Integration Manager – M&A Remote: Candidates in Eastern Time Zones 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.

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Property & Casualty (P&C) Licensed Sales

Interactive Resources | Jacksonville, FL

Location: Jacksonville, Florida Type: Contract To Hire Job #11789 Salary: $20.00 Location Type: On-Site Insurance Sales/Account Representative — Job Description ESSENTIAL RESPONSIBILITIES Sales and Business Development Develops strategies to generate new internal and external sales opportunities. Builds and maintains relationships with members/clients and prospects. Ensures satisfaction to promote renewals and referrals. Cross-sells to grow the company’s overall book of business through diverse product offerings. Conducts thorough needs assessments and delivers consultative service through proactive problem-solving. Uses resources proactively to provide quality, tailored solutions in a timely manner. Presents product options to address client and prospect needs, including enhanced coverage alternatives. Identifies and capitalizes on opportunities to sell and cross-sell personal and commercial insurance products. Uses phone, text, and email to drive sales efforts. Provides prompt, effective follow-up on inbound inquiries to secure new business and retain existing policies. Provides comprehensive information on all products and services to members/clients and prospects. Builds strong relationships that foster satisfaction, loyalty, and brand connection. JOB QUALIFICATIONS Education High school diploma or equivalent with 1–2 years of insurance experience. College degree preferred. Experience Personal lines experience required; commercial experience a plus. General knowledge of insurance operations, terminology, and objectives. Continuing education to maintain designations/certifications and license. Knowledge, Skills & Abilities Sales-oriented and resilient — handles objections, exceeds targets, competitive drive. Strong problem-solving and decision-making; proactive with client needs. Self-motivated, accountable, professional, maintains confidentiality. Advanced written/verbal communication and phone etiquette. Strong organization, attention to detail, and ability to manage multiple tasks/deadlines. Solid grasp of insurance industry/process/workflow; proficient with quoting platforms and CRM tools. Computer Skills Proficient in MS Office (Outlook, Word, Excel), internet, and related applications. Agency Management system experience preferred. Preferred Active state Property & Casualty license (Personal Lines license required; General Lines license preferred).

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Remote Sales Representative – Fintech

Jerry.AI | Jacksonville, FL

More than 80% of Americans own a car and see it as one of their biggest financial commitments, yet managing one still means paperwork, long phone holds, and app switching. Jerry.ai built the first app to manage it all: insurance shopping, refinancing, safety, and repairs—bringing an unexpected level of warmth and speed to an industry stuck in the past. Since launching in 2019, we’ve grown to over 5M customers. Every customer comes to us looking for a better, easier way to handle their insurance. As a Remote Sales Representative, your mission is to deliver an exceptional, consultative experience that turns initial interest into long-term customer trust, matching each individual with the ideal coverage from Jerry’s panel of 55+ carrier partners. Who You Are: A top performer: You have 2+ years of experience in sales, consultative account management, or high-touch service environments. A customer champion: You bring genuine empathy, warmth, and active listening skills to every interaction, with a true passion for helping people. A natural problem solver: You manage competing priorities effortlessly while maintaining a high standard of service and attention to detail. How You'll Wow Our Customers: Deliver standout customer experiences: Handle inbound calls for auto, home, motorcycle, and specialty insurance with high energy, patience, and genuine care. Educate and advocate: Go beyond standard answers to uncover savings or coverage gaps customers didn't know to look for, translating complex policy details into clear, easy-to-understand choices. Guide and bind: Craft tailored policy packages across our 55+ carrier partners and finalize coverage with ease. Navigate friction thoughtfully: Listen to customer hesitation with empathy, addressing concerns directly to ensure a smooth, transparent purchasing experience. Elevate the product: Act as the voice of the customer by sharing direct feedback with our product team to continuously refine our app and service offerings. Compensation and Perks: Hourly wage: $19.00 - $21.00 plus uncapped commissions (*Our most successful team members typically earn $100,000+ per year). Fully funded licensing: We pay 100% of the cost for your P&C license (expected within 2 weeks after starting). Benefits: Medical, dental, vision insurance, and 401(k) match. Remote-first: Work from home with all equipment provided, supported by ongoing training and active team mentorship. Flexible scheduling: Choice between a 5-day, 8-hour schedule or a 4-day, 10-hour workweek. While we appreciate your interest and application, due to the volume of applications we receive, only applicants under consideration will be contacted. Please note: Jerry.ai is only able to hire full-time salaried employees who currently reside in AZ, CA, CO, FL, GA, IL, MA, NC, NJ, NV, NY, OR, TN, TX, UT, VA, or Ontario, Canada, and full-time hourly employees who currently reside in AZ, FL, GA, NV, NY, NC, TN, TX, UT, or VA. Unfortunately, we cannot accept applications from candidates residing elsewhere at this time. Jerry.ai is proud to be an Equal Employment Opportunity employer. We prohibit discrimination based on race, religion, color, national origin, sex, pregnancy, reproductive health decisions or related medical conditions, sexual orientation, gender identity, gender expression, age, veteran status, disability, genetic information, or other characteristics protected by applicable local, state or federal laws. Jerry.ai is committed to providing reasonable accommodations for individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at [email protected] The successful candidate’s starting pay will fall within the pay range listed on this job posting, determined based on job-related factors including, but not limited to, skills, experience, qualifications, work location, and market conditions. Ranges are market-dependent and may be modified in the future. In addition to base salary, the compensation may include opportunities for equity grants. We offer a comprehensive benefits package to regular employees, including health, dental, and vision coverage, paid time off, paid parental leave, 401(K) plan with employer matching, and wellness benefits, among others. Equity opportunities may also be part of your total rewards package. Part-time, contract, or freelance roles may not be eligible for certain benefits. About Jerry.ai Jerry is building the first AI-powered advisor to manage all your physical assets. Your car, home, and motorcycle aren't just purchases, they're the physical embodiment of the life you've worked hard to build. Yet the experience of owning them is stuck in the 90s. Every step of the journey — buying, insuring, maintaining, repairing, selling — is fragmented, complicated, and expensive. Imagine having a trusted friend in your pocket who takes care of everything: they find you the right car or home at the right price, lock in the best insurance rate without you lifting a finger, remind you before that service appointment turns into an expensive repair, and help you sell at the best price when the time is right. That friend is Jerry. We started with car insurance in 2019, became one of the top 3 brokers in the U.S., then added driving insights, diagnostics, and a repair marketplace. We've reached 5M+ customers, raised $240M+, and have been profitable since 2024. We're now expanding into home, motorcycle, RV, and beyond. Led by serial entrepreneurs and backed by Y Combinator, our team comprises talented and big-hearted leaders from places like Nvidia, Meta, Amazon, BCG, McKinsey, Bain, and GEICO. Our culture is the #1 reason people join Jerry and stay — we are a small and mighty team of competitive but kind people who think and act like owners, care deeply about the quality and impact of our work, and are relentless in our pursuit of learning and mastery over our craft. We are proud to consistently rank as one of Y Combinator's Top Companies, Forbes and Statista's Best Startup Employers, and to have received other accolades in fintech and insurtech innovation, workplace culture, and leadership. We are a remote-first company, but if you prefer in-person or hybrid, we also have offices in Palo Alto, New York City, Chicago, and Toronto.

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Integration Manager – M&A (Eastern Time Zones)

Insurance Office of America | Jacksonville Beach, FL 32233

Job Description: Title: Integration Manager – M&A Remote: Candidates in Eastern Time Zones 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.

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Integration Manager – M&A (Eastern Time Zones)

Insurance Office of America | Atlantic Beach, FL 32233

Job Description: Title: Integration Manager – M&A Remote: Candidates in Eastern Time Zones 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.

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Integration Manager – M&A (Eastern Time Zones)

Insurance Office of America | Jacksonville, FL 32233

Job Description: Title: Integration Manager – M&A Remote: Candidates in Eastern Time Zones 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.

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Integration Manager – M&A (Eastern Time Zones)

Insurance Office of America | Fernandina Beach, FL 32034

Job Description: Title: Integration Manager – M&A Remote: Candidates in Eastern Time Zones 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.

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