- Stetson University (Deland, FL)
- …processes and related systems. Serving as a member of the Budget and Finance Leadership Team, the Assistant Controller will lead our treasury function, optimizing ... (https://www.stetson.edu/other/about/media/sp-brochure.pdf) , the Assistant Controller will assist with the management of the Accounting team, including the daily activities… more
- Truist (Jupiter, FL)
- …knowledge of a broad range of personal financial planning/advisory/insurance and investment management /asset allocation concepts and understanding of retail ... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation… more
- Deloitte (Lake Mary, FL)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide ... As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients...and income tax returns + Bachelors degree in accounting, finance or other business-related field + Ability to demonstrate… more
- Aegon Asset Management (FL)
- …knowledge of retirement programs and subject matter expertise in plan management , including technical, compliance, administration, investment , and participant ... Job Family Account / Relationship Management About Us At Transamerica, hard work, innovative...and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's… more
- Insight Global (Lithia, FL)
- …settlements for various financial transactions, while managing short-term debt and investment portfolios. * Demonstrate strong organizational skills and the ability ... solutions, and automations. * Design, develop, optimize, and maintain cash management strategies and process to continuously improve efficiency, increase cash… more
- MyFlorida (Largo, FL)
- …FLAIR and State Treasury; journal entries and adjusting entries; cash and investment management ; schedules for year-end closing of the statewide financial ... reimbursement of invoices to FIFV. Responsible for the monitoring of cash management investments or liquidations. Reconcile investment balances monthly and… more
- Robert Half Management Resources (Tampa, FL)
- …is a plus. Skills & Competencies + Strong understanding of cash flow management , financial instruments, and debt/ investment principles. + Advanced proficiency in ... seeking a highly analytical and detail-oriented Senior Treasury Analyst to join our finance team. This role is critical in supporting the organization's liquidity … more
- Evolent (Tallahassee, FL)
- …Business, or a related quantitative field. * 8+ years of experience in FP&A, investment banking, accounting, or a related finance role. * Proven ability to ... looking for a Senior Director of FP&A (Services) to join our team of Finance professionals working to advance Evolent's mission. This role is part of a centralized… more
- Charles Schwab (Naples, FL)
- …a proven record of success + 10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) ... helping us "challenge the status quo" and transform the finance industry together. **Position allows for 100% remote work...metropolitan area:** + **Naples, FL** The Wealth & Asset Management Solutions (WAMS) team is part of Wealth &… more
- NextEra Energy (Juno Beach, FL)
- …complex analytical issues and distill them into simple to understand analysis for management decision making, communicating the key investment benefits and risks ... and stakeholders. Our team is skilled in market analysis, trading, risk management and delivering tailored customer solutions across North America. If you are… more