Accounting & Finance jobs in Miami Beach, Florida - Page 16Create job alerts

Job DescriptionBenefits: • License reimbursement, • 401(k), • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off Im originally from El Salvador, married with five kids, and very family-oriented. I graduated from Georgia Tech with a degree in engineering and have always had a passion for helping people build a strong financial future. That purpose-driven mindset shapes the way I lead our team and serve our customers. We offer life insurance, PTO, a 401(k), and licensing reimbursement to support our teams long-term success and work-life balance. Our culture is collaborative, energetic, and close-knit. We enjoy working together and having fun as a team, but we also set high standards for what we can achieve together. Were looking for someone who thrives in a team environment, is motivated to succeed, and wants to be part of a group that pushes each other to be their best. If youre looking for a supportive, high-expectation environment where you can grow and make an impact, this could be a great fit for you. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Mauricio Interiano - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred., • Bilingual Spanish preferred.

Job DescriptionSenior Billing SupervisorEmployment Type: Full-Time, Mid-LevelDepartment: Financial CGS is seeking a Senior Billing Specialist to join our team supporting our mission. This position will entail a wide range of duties including being responsible for the effective hands-on coordination and management of the e-billing and payment cycle workflow related to payment posting, charge corrections, monthly reconciling of payments to bank deposits for the Firm’s offices and other duties as assigned. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- Ensures accurate observance of e-billing requirements and processes.- Prepares monthly, semi-monthly and ad-hoc billing reports for internal and external clients.- Ensures timely invoice submission to clients, based on established timelines.- Creates and distributes ad hoc operational and billing reports to management as requested.- Works with Controller and Accounting Department to identify, review and recommend changes to automate or enhance timeliness, accuracy, and efficiency of billing processes.- Supports internal and external auditors as requested.- Supervises e-billing and receivables staff.- Evaluates e-billing and receivables staff skill levels, recommends any necessary training/changes.- Provides feedback to staff performance appraisals, develops performance management objectives to address concerns, drives engagement and retention; participates in team hiring and separation decisions.- Delegates assignments and projects to staff as appropriate Qualifications:- Demonstrated ability to work well, be influential and articulate initiatives, projects, results, and analyses to senior leadership and staff, including presenting ideas in a clear, succinct manner.- High attention to detail, outstanding organizational skills and the ability to manage time effectively.- Excellent interpersonal and communication skills (oral and written), professional demeanor and presentation.- Analytical with strong problem-solving skills, takes initiative and uses good judgment, excellent follow-up skills.- Work efficiently with the ability to multi-task and set priorities while maintaining and delivering the highest quality work product accurately.- Position also requires the ability to work under pressure to meet strict deadlines, adapt to a fast paced high pressure environment to achieve business goals and objectives.- Ability to work both independently and as part of a cross-functional, collaborative team. - Bachelor's Degree or equivalent experience in Accounting, Finance, or related field preferred.- Five years of legal billing/receivables experience and in-depth knowledge of accounting principles and billing software; Advanced experience in e-billing.- Two years of supervisory experience in similar role and ability to assume a leadership role.- Advanced knowledge of MS Applications to include Excel, Outlook, and Access. Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government-contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work.Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and delivering the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of government innovation!Explore additional job opportunities with CGS on our Job Board: more information about CGS please visit: or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Company: Founded over two decades ago, Boyne Capital is a rapidly growing Miami, Florida-based (Coconut Grove) private equity firm focused on investments in lower middle market companies. We have built a firm that prizes the intrinsic value of the work and the people who work here, over the formalities and pretenses of the corporate world. We are a team eager to foster growth and development-to recognize each other’s successes and promote from within. As a result, we have created an open and supportive workplace of hard-working, highly qualified professionals who care just as much about each other as we do our portfolio companies. Opportunity: Reporting to the Chief Executive Officer, you will be responsible for managing the full scope of finance-related activity including financial planning, fund taxation, risk management, and financial reporting, with the support of an established accounting team. Ensuring compliance with SEC requirements is a critical component of the role. Key Responsibilities: • Manage the finance and accounting function for the business, including tax, treasury, and compliance, • Provide technical and strategic expertise on fund taxation matters, • Ensure compliance with relevant SEC and governmental regulations, • Proactively manage internal and external risks, • Deliver timely, accurate, and comprehensive financial reports, including fund accounting results to both our investors and senior leadership team, • Lead administrative programs such as IT, HR, purchasing, and insurance, • Support senior executive team with fundraising, investor relations, and other key activities Qualifications: • Bachelor’s degree in accounting, finance, economics, statistics, law, or a related field, • 5+ years at Big 4 within the tax practice with engagement focus on registered investment advisors, • Lower-middle market experience, • Local/serious about relocation to be on-site in Miami, FL, • Exceptional analytical, leadership, communication, and interpersonal skills Preferred Qualifications: • MBA or Master’s degree, • CPA license, • In-house compliance experience with an SEC registered private equity firm

Job Description National well established AV rated full service law firm focusing in practice areas that include government, insurance, labor and employment and litigation is seeking an Accounts Receivable Specialist to join their team. The AR Specialist will support the administration of collection activities for assigned clients, practice groups, and/or billing attorneys. A substantial part of the workload will involve contacting attorneys and clients, as well as using electronic websites to verify status of invoices. This position is full time and is at the firms’ North Miami, FL office. Duties Include: • Work with assigned attorneys to collect outstanding account receivables, • Identify problematic accounts receivable and strategize how to collect 90+ day A/R, • Monitor invoice status (e-billing and/or regular A/R) for clients and document A/R and unbilled inventory status in system; follow-up in efforts to ensure timely collection of invoices, • Work with other client accounts teams to resolve delinquent account receivables issues, • Document collections activity in appropriate databases and create collections calendar to handle client/attorney follow ups, • Perform routine data processing tasks and input relevant information into systems utilized to facilitate the collections processes, • Must have prior law firm experience, • College degree is preferred or equivalent experience, • Must have 3+ years of experience in e-billing and invoice processing & procedures and be proficient in Legal-X or other e-billing platforms

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Training & development My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Miami, FL and help customers with their insurance and financial services needs, including: • Auto insurance, • Home insurance, • Life insurance ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Jesse Mesa - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • License reimbursement, • Bonus based on performance, • Competitive salary, • Health insurance, • Opportunity for advancement, • Paid time off Im also active in the community as President of the Bay of Pigs Museum, reflecting our commitment to staying involved locally. For our team, we offer health benefits and licensing reimbursement, and our office culture is competitive, fast-paced, and people-focused. Were looking for outgoing, driven team members who thrive in a high-performing environment and want to be part of a team that strives to be the very best. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Carlos Luis - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionPOSITION PURPOSE: Proper review and timely processing of all guest and group billing. EXAMPLES OF DUTIES: ESSENTIAL FUNCTIONS: • Compile, create and reconcile group accounts., • Calculate and post group billing concessions (Comp rooms, Commissions, Rebates, Tax Exempt), • Obtain Catering Management approval prior to sending out Invoices to client., • Filter client responses and disputes while coordinating the revisions of final group bills., • Ensure proper group methods of payment and authorize or collect estimated balance., • Monitor and collect on future groups deposit schedules., • Regularly follow-up on previously sent bills to ensure timely collection of payments., • Answer, research and respond to all direct hotel guest billing inquires via phone and email., • Represent the Accounting Department at weekly resume and occasional pre-convention meetings., • Attend Monthly aging and weekly upcoming groups meetings with Credit Manager., • Prepare for End of Month closing by accruing for monthly commissions and tax exempts while ensuring all current month adjustments are completed., • Assist all other departments with general group and guest accounting requests., • Perform all general tasks as requested by the Credit Manager. OTHER: Due to the cyclical nature of the hospitality industry, associates may be required to work varying schedules to reflect the business needs of the resort. Regular attendance in conformance with the standards, which may be established by Trump National Doral – Miami from time to time, is essential to the successful performance of this position. Associates with irregular attendance will be subject to disciplinary action, up to and including termination of employment. Due to the industry that we are in, a need will occur for each associate to provide “Lateral Service”. Our goal is to ensure that we are maximizing customer satisfaction and as a result there will be times when our associates in the Operation will call upon us for support in order to ensure customer satisfaction occurs. When we are fortunate enough for this to occur, each associate will positively respond unless there is a chance that an opportunity resulting in dissatisfying a guest could occur. If this is the case the leader is to be notified and the level of support that is being requested will be obtained. SUPPORTIVE FUNCTIONS: • Maintain an open line of communication between guests, associates and management., • Assist office in any other administrative duties as needed., • Other duties as assigned. SPECIFIC JOB KNOWLEDGE, SKILL AND ABILITY: The individual must possess the following knowledge, skills and abilities and be able to explain and demonstrate that he or she can perform the essential functions of the job with or without reasonable accommodation, using some other combination of skills and abilities. • Ability to read, listen and communicate effectively in English., • Must have knowledge of general accounting procedures, specifically those related to accounts receivable., • Should know about the relevant computer applications., • Must be proficient in contract terminology., • Must be organized and pay attention to detail and accuracy., • Should use their discretion, maintain guest confidentiality and be honest., • Must have good communication and problem-solving skills. SAFETY REQUIREMENTS: Personal Protective Equipment (PPE) may be required when performing work duties that may have the potential of risk to your health or safety. The resort will provide the required PPE. Associates will be trained in the proper use and care of any assigned PPE. It is your responsibility to report defective, damaged or lost PPE, or equipment that does not fit properly, to your leader. PHYSICAL REQUIREMENTS: Frequency Key: Never – 0 hours; Rare – up to 1 hour; Occasional – 1-3 hours; Frequent – 3-6 Hours; Constant – 6-8 hours Physical Activity Frequency Sitting Constant Walking Frequent Climbing stairs Rare Standing Frequent Crouching/Bending/Stooping Occasional Reaching Frequent Grasping Frequent Pushing/Pulling Rare Near Vision Constant Far Vision Constant Hearing Constant Talking Constant Lifting/carrying (#50 lbs) Occasional Travel Rare OTHER DUTIES: Assimilate into Trump National Doral - Miami Cultural Foundation through understanding, supporting and participating in all elements of the Trump Cornerstones. Demonstrate working knowledge of the service standards. QUALIFICATION STANDARDS: EDUCATION High school diploma or equivalent. EXPERIENCE: Minimum of 2 years Finance experience for major Hotel Company. At least one year accounts receivable experience preferred. LICENSES OR CERTIFICATES: None required GROOMING: All associates must maintain a neat, clean and well groomed appearance and must adhere to the Doral Golf Resort and Spa Grooming standards provided. OTHER: Additional language ability preferred. Trump National Doral Miami participates in the federal E-Verify program, an electronic system that verifies employment authorization in the United States by comparing information from an employee’s Form I-9, Employment Eligibility Verification, with government databases. The company uses E-Verify only after an employee has accepted a job offer and completed the Form I-9. The company does not use E-Verify to pre-screen job applicants or candidates who have not received a job offer from the company.

Job DescriptionPurpose of Position: This position will be responsible for assisting in business forecasting, budgeting, and performance monitoring, by providing analysis and insight into decision-making in operational, financial and strategic matters. Accountabilities: • Manages financial planning, budgeting and forecasting, • Creates variance analysis reports and financial models, • Leads real-time financial performance monitoring, • Prepares P&L for RFP to solicit bids from potential vendors, • Proactively identifies opportunities to streamline processes and leads automation initiatives that enhance efficiency, reduce manual effort, and improve data accuracy, • Serves as the primary liaison between Sales and FP&A, ensuring alignment on financial planning, forecasting, and performance analysis., • Prepare Customer P&L showcasing performance of individual customers/products, • Support the FP&A team to prepare Forecast and Budget (Vegetables and Fruit Divisions), • CAPEX analysis and preparation, • Escalates financial issues to management, • Supports in setting and tracking key performance indicators (KPIs) and objectives, • Presents regular financial reports to management, • 4-year College Degree (Accounting, Finance, Statistics, Data Science or similar)) from an accredited institution., • At least 3 years of experience in accounting or finance positions as an analyst or senior analyst, • Advanced Knowledge of Microsoft Office programs (i.e. Excel, Power Pivot, Access, Word, and Outlook, Power Query & Power Automate)., • Working knowledge of Power BI (DAX functions) dashboard creation and maintenance, • Data Manipulation and Data Definition, Relational Database, Python/SQL developer, Access DB, • Strong analytical and critical thinking skills., • Strong presentation and communication skills (i.e. oral and written)., • Excellent people, collaboration & teaming,, • Data Science, Data/Business Analytics Certification., • Experience with Oracle, SAP financials and related modules. Please note: This position does not qualify for relocation expenses. * Fresh Del Monte Produce Inc. is a global leader in the production, distribution, and marketing of fresh and fresh-cut fruits and vegetables. Our diverse product portfolio also includes prepared fruits and vegetables, juices, beverages, snacks, and desserts—available in over 80 countries worldwide. With operations spanning more than 35 countries, we’ve proudly been nourishing families for over 135 years. We are committed to maintaining a drug-free workplace and are proud to be an Equal Opportunity Employer. Fresh Del Monte and its affiliates do not discriminate based on race, color, religion, national origin, age, disability, gender, veteran status, or any other characteristic protected by applicable law. We also participate in E-Verify* where applicable, to ensure employment authorization eligibility. Driven by our core values—Excellence, Care, Passion, Trust, and Creativity—we invite you to explore our career opportunities and join our FRESH team.

Job Description Marc Bell Capital Partners, is a multi-family home office with over 35 years of investing experience. We have raised over $10 billion of equity and $100 billion of debt for over 150 transactions. We focus on venture capital, private equity, finance, real estate, hospitality, and theatrical endeavors. The team has a unique combination of operating and investing backgrounds, including experience in the space, communication, technology, media, retail, and business services sectors. We have taken 17 of our companies public and sold many in private transactions. We seek a highly motivated, enthusiastic, and skilled Financial Analyst to join our dynamic team in Miami, Florida. The ideal candidate will have at least three years of experience in financial analysis and have gone through a financial analyst training program at a major investment bank. This position requires strong analytical, quantitative, and communication skills with a deep understanding of economic concepts to support our financial planning and analysis activities. Requirements Key Duties and Responsibilities: • Financial Reporting & Analysis:, • Prepare, analyze, and present detailed financial reports, including profit and loss statements, balance sheets, cash flow statements, and variance analysis., • Conduct financial modeling to forecast performance and assess financial trends., • Analyze historical data and provide actionable insights to senior management for decision-making., • Budgeting & Forecasting:, • Assist in the development of annual budgets and long-term financial plans., • Update forecasts and track performance against budget, identifying key variances and recommending corrective actions., • Provide insights into cost management, revenue projections, and capital allocation., • Investment Analysis:, • Evaluate investment opportunities by conducting due diligence, financial analysis, and risk assessments., • Support senior management with the analysis of securities, assets, and market trends., • Prepare investment reports, highlighting key performance indicators (KPIs), market conditions, and potential risks., • Data Management & Reporting Tools:, • Utilize advanced financial software, such as Excel and Bloomberg to manage financial data and generate reports., • Develop and automate reports, dashboards, and performance metrics to track the financial health of the organization., • Maintain accurate financial databases and ensure data integrity., • Cross-Functional Collaboration:, • Work closely with accounting, operations, and other departments to gather necessary data and ensure alignment with corporate financial goals., • Collaborate with senior executives to provide financial insights and strategic recommendations to drive business performance., • Regulatory Compliance & Risk Management:, • Ensure compliance with financial regulations, internal policies, and industry standards., • Assist in identifying potential risks and contribute to the development of risk management strategies., • Presentation & Communication:, • Prepare presentations for executive management, investors, and other stakeholders, clearly communicating financial performance and key takeaways., • Communicate complex financial concepts to non-financial stakeholders in a clear and concise manner. Qualifications: • Education: Bachelor's degree in Finance, Accounting, Economics, or a related field. Master’s degree is a plus., • Experience: Minimum of 3 years of experience in financial analysis within a large financial institution, with exposure to corporate finance, investment analysis, or similar functions., • Skills & Competencies:, • Strong proficiency in financial modeling, forecasting, and budgeting., • Advanced Excel skills (e.g., pivot tables, macros, data analysis)., • Strong skills with Microsoft Office tools., • Proficiency in financial software and reporting tools (e.g., Bloomberg, SAP, etc.)., • Strong understanding of financial statements, financial ratios, and business metrics., • Excellent communication and presentation skills, both written and verbal., • Ability to work under pressure, and handle multiple projects while prioritizing deliverables and meeting tight deadlines in a fast-paced environment., • Detail-oriented with strong problem-solving abilities., • A desire to work in an entrepreneurial environment with a positive attitude. Preferred Skills: • Experience with investment banking, asset management, or private equity is highly desirable. Why Join Us: • Competitive salary and benefits package., • Opportunities for professional growth and development., • Collaborative work environment. About Marc Bell Capital Partners: Marc Bell Capital Partners is a leading investment firm with a focus on venture capital, private equity, finance, real estate, hospitality, and theatrical endeavors. The team has a unique combination of operating and investing backgrounds, including experience in the space, communication, technology, media, retail, and business services sectors. Disclaimers: The responsibilities and qualifications described here are not exhaustive and additional assignments, duties, or responsibilities may be required for this position. Assignments, duties, and responsibilities may change any time, with or without notice, by Marc Bell Capital Partners and in its sole discretion. To comply with US Government space technology export regulations, the applicant must be a US citizen, lawful permanent resident of the US, protected individual as defined by 8 USC 1324b(a)(3), or eligible to obtain the required authorizations from the US Department of State. In addition, please note that this position may require a current United States National Security clearance or eligibility for such a clearance. Marc Bell Capital Partners is an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, or membership in any other group protected by federal, state, or local law. If you need assistance or accommodation due to a disability, you may contact us at . If you're an experienced financial analyst looking to take the next step in your career in Miami, we encourage you to apply.

Job Description About Karbon Karbon is the global leader in AI-powered practice management software for accounting firms. We provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day. With customers in 40 countries, we have grown into a globally distributed team across the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture that is recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List. Do you love digging into how money moves through a business? Are you the person colleagues turn to when a billing process breaks down — and do you thrive on solving problems that are genuinely critical to a firm's operations? As Karbon's Billing & Payments Specialist, you are the deepest expert in our Customer Success organization on how accounting firms bill their clients, collect payments, and manage their financial workflows inside Karbon. You thrive where the process isn't fully mapped, the stakes are high, and someone needs to step up and own it. When a billing or payments situation is too complex, too critical, or too time-sensitive for a generalist answer, CSMs don't just call you for help. They hand it to you, because you're the person who figures it out. About the Role • Serve as the billing and payments specialist for our Customer Success organization, bringing deep product knowledge to the customers and situations that need it most, • Lead complex billing and payments engagements end to end, from initial assessment through resolution, owning the strategy, the communication, and the outcome, • Partner with CSMs in customer sessions as the subject matter expert, shaping the approach and guiding the conversation on all things billing and payments, • Continually assess and refine how billing and payments engagements are handled, maturing the process over time so every interaction is sharper than the last, • Be the internal expert resource for the CSM team on billing and payments, running regular knowledge sessions, answering complex questions, and continuously building confidence across the team, • Partner with our Billing and Payments Adoption PM to align on customer needs, share field insights, and ensure specialist knowledge is feeding directly into adoption strategy and product direction, • Partner with the onboarding and implementation teams to ensure billing and payments is set up correctly from day one, reducing the downstream complexity that creates escalations, • Document the most common billing and payments conditions your team encounters and keep the prescription matrix current with new resolutions, • Develop structured playbooks for the most frequent and highest-risk billing scenarios. Particularly those involving accounting firm billing models, collection workflows, and payments reconciliation, • Stay current with Karbon product updates and proactively update your knowledge base and customer-facing resources accordinglyAbout You, • 3+ years in a customer-facing specialist, solutions consultant, or technical support role, ideally in B2B SaaS with a financial or payments component, • Deep familiarity with how accounting firms or professional services businesses bill and collect from their clients. You don't need to be told why this matters to them, • Strong product intuition. You can diagnose a billing or payments issue quickly, understand its root cause, and communicate clearly about what needs to happen, • Excellent communication skills. You can explain complex financial and product concepts to non-technical customers without condescension and without oversimplification, • A calm, methodical approach under pressure. Billing crises are time-sensitive and high-stakes, and you bring structure to chaotic situations, • Strong documentation instincts. You naturally turn resolved cases into reusable resources rather than solving the same problem twice, • Experience with Karbon, Xero, QuickBooks, or similar practice management or accounting platforms is a strong advantage, • Gain global experience across Australia, New Zealand, UK, and Canada, • Strong benefits package including:, • Flexible Time Off with an encouraged 4 weeks use per year, • Company paid medical for you and eligible spouse/partner and dependents, • Paid dental and vision and eligible spouse/partner and dependents, • 401(k) with company matching, • Flexible Spending Account, • Up to 8 weeks paid parental leave, • Work-from-home stipend, • Work with (and learn from) an experienced, high-performing team, • A collaborative, team-oriented culture that embraces diversity, invests in development and provides consistent feedback, • Be part of a fast-growing company that firmly believes in promoting high performers from within As we hire across various locations within the USA we are required by law to include a reasonable estimate of the compensation range for this role. The range provided is broad and takes into consideration a wide range of factors that are reviewed when making a hiring decision, such as physical location/cost of living in that location, years of experience, skills, and other business needs. It is not typical for a candidate to be hired at or near the top of the pay range and each compensation decision is dependent on each individual case. The base salary is one component of the total compensation package, which for some roles may include a target bonus, for some roles very competitive equity grant, and very generous benefits. While we believe competitive compensation is a critical aspect of you deciding to join us, we do hope you also spend time considering why our mission, purpose and values are right for you. We are creating something transformational here, and we hope you are as excited about the future as we are! The estimated base salary range for this role is: $85,000—$125,000 USD Karbon embraces diversity and inclusion, aligning with our values as a business. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single criteria. If you've made it this far in the job description but your past experience doesn't perfectly align, we do encourage you to still apply. You could still be the right person for the role! We recruit and reward people based on capability and performance. We don't discriminate based on race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion, physical or cognitive ability, and other diversity dimensions that may hinder inclusion in the organization. Generally, if you are a good person, we want to talk to you. 😛 If there are any adjustments or accommodations that we can make to assist you during the recruitment process, and your journey at Karbon, contact us at for a confidential discussion. At this time, we request that agency referrals are not submitted for this position. We appreciate your understanding and encourage direct applications from interested candidates. Thank you!

Job Description Our innovative and growing company is looking to fill the role of Intermediate Staff Accountant. Insigneo Financial Group (“Insigneo”) is comprised of a family of financial companies that provide a variety of products and services to retail and institutional investors throughout various jurisdictions domestically and Latin America. Intermediate Staff Accountant Duties and Responsibilities include the following but are not limited to the job specifications contained herein. Additional duties or job functions that can be performed safely may be required as deemed necessary by the Vice President of Accounting. JOB RESPONSIBILITIES/MAIN FUNCTIONS • Work closely with the Accounting and Procurement teams to provide consistent and accurate financial reporting for this growing operation, • Preparation and analysis of monthly journal entries across multiple entities, • Reconcile accounts monthly to ensure proper reporting and general ledger maintenance, • Analyze financial statements for discrepancies and provide solutions, • Provide and maintain documentation for external auditors, • Recommend ways to improve procedures and increase efficiencies, • Responsibility for the financials of various subsidiaries within our corporate hierarchy, • Assist in the Procurement and Treasury processes as needed, • Support accurate and timely monthly, quarterly, and year-end close, • Bachelor's degree in Accounting, Economics, Finance, or related field, • Minimum 2 years of accounting work-related experience, • Knowledge of cloud related ERPs systems a plus (Netsuite, Stampli, Floqast), • Proficient in Microsoft Excel and PDF, • Able to work with high volume of transactions in a fast-paced environment, • Strong academic background and motivated for ongoing professional growth, • Must be detail oriented, and organized, • Must be self-motivated and have strong written and verbal communication skills

Job DescriptionMeet Guerra Wealth Advisors At Guerra Wealth Advisors, we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that blends world-class financial expertise with a deeply personal touch. We don’t just advise — we educate, empower, and guide families toward financial confidence. Our team creates opportunities for clients to take control of their financial futures, and that’s where you come in. If you thrive in a sales-driven, client-focused environment, want a clear path to grow into an advisor within the next couple of years, and want to make a meaningful impact, Guerra Wealth Advisors is calling your name. “Start here, grow fast, become a financial advisor.” Role: The Financial Specialist (Phone Sales) is the bridge between prospects and their future financial freedom. With warm leads provided, NO cold calling is required, allowing you to focus on building relationships, qualifying prospects, and scheduling appointments for our financial advisors. This role is perfect for someone with 1–3 years of sales or client-facing experience, strong closing skills, and the drive to advance into a financial advisor role. You’ll collaborate closely with the advisory team to fill their calendars with high-quality meetings, directly contributing to the firm’s growth while building the skills needed for long-term career progression. Responsibilities: * Call prospects and schedule appointments for financial advisors. * Qualify leads by gathering financial data and assessing prospect needs. * Consistently follow up to maintain engagement and maximize conversion. * Track progress, including calls made, appointments set, and appointments kept. * Represent Guerra professionally during seminars, workshops, and outreach. * Keep CRM records up to date with prospect interactions and notes. * Work proactively to meet business goals and team performance targets. * Assist with administrative tasks and team projects as needed. * Pursue ongoing education to enhance financial knowledge and sales skills. Requirements: * 1+ years of experience in a sales or closing role (appointment setting preferred). * Bilingual in English and Spanish preferred (verbal and written). * Financial industry experience is a plus. * Relevant certifications/licenses (SIE, 2-15, 2-14) are a plus. * Excellent interpersonal skills with the ability to build rapport and trust. * Self-motivated, goal-oriented, and eager to grow professionally. * Tech-savvy with the ability to quickly learn new systems and processes. * Team-player mindset with a professional, service-focused attitude. What We Are Expecting: * High-quality appointments scheduled for financial advisors. * Accurate and timely CRM updates and prospect tracking. * Measurable contribution to business growth through sales performance. * Strong collaboration with advisory and administrative teams. * Professional, client-focused communication at all times. Schedule: * Full-time, role based in Miami, FL. * Standard weekday hours with flexibility for prospect calls and advisor support. Compensation: $60,000–$90,000 Annually (Base Salary + Uncapped Commission + Bonuses) Competitive pay structure with uncapped earning potential based on performance and appointments scheduled. Benefits: * Base salary plus uncapped commission and performance incentives * Referral and business development bonuses * 401(k) with company match * Health insurance, Vision and Dental options * 20+ combined PTO days (vacation, sick, floating holidays, paid holidays, birthday PTO) * Sponsored industry training and conference attendance * Access to personal financial planning services * Bonus compensation for certifications and licenses (Guerra Growth Lab) * Career advancement within a growing, established firm * Culture of continuous learning and professional growth Guerra Core Values These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values — they’ll live them daily. * Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft. * Your Words Matter: Speak with clarity and intent. Every word builds trust — or breaks it. * All for One, One for All: We win together. No egos, no silos — just teamwork and shared accountability. * Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done. * Do the Right Thing: Integrity first, always. Choose what’s right over what’s easy — even when no one’s watching. If you’re ready to leverage your sales expertise to help clients take control of their financial futures — and earn uncapped income while doing it — this is your opportunity. Apply today and help us drive growth and success at Guerra Wealth Advisors. Powered by JazzHR tkEaDjkz0A

Job Description Summary: We are an established South Florida public accounting firm looking for an experienced Staff Tax Accountant with a minimum of three years of tax and accounting experience to join our team of professionals. We are looking for someone with the ability to flourish in a fast-paced, complex environment, that demonstrates a willingness and ability to adapt to new circumstances, information and challenges. As a Staff Tax Accountant, you will prepare tax returns, research and resolve tax related issues for business, individual and trust & estate clients, and support the client’s tax planning initiatives. Qualifications: • Ability to prepare federal and state income tax returns for Corporations, S-Corporations, Partnerships & LLCs, Trusts, and Individuals., • Provide tax support across all levels of the company, including but not limited to special projects and initiatives., • Communicate with clients regarding tax return information requests or questions, timing of filing deadlines, and keeping the client and team informed of project status., • Demonstrate the ability to develop good relationships with clients and aim to exceed their expectations., • Self-motivated individual with good multi-tasking skills., • Team player with desire to be an active participant within the organization., • Demonstrates excellent verbal and written communication skills that are clear and concise., • Strong working knowledge of Microsoft business suite, specifically Excel, PowerPoint, Word and Outlook., • Experience with QuickBooks, ProSystem Engagement, ProSystem fx Tax, and CCH Intelliconnect, a plus., • Bachelor’s Degree in the field of accounting., • Flexible work schedule., • Employee medical insurance, 100% paid by firm., • Dental and vision insurance available., • 401K with employer match., • Paid time off.

Job Description JOB DESCRIPTION: The Financial Analyst will work alongside, Planning, Distribution, and Inventory Management teams to provide financial analytical support. • Review inventory and open distribution center (DC) purchase orders for assigned items. Recommend and communicate transfer requests when warranted to ensure supply, meet target at-location dates and/or depletion dates, or mitigate excess inventory., • Provide financial reporting on supply challenges or depletion dates as needed., • Work with Distribution team to secure transportation to transfer products as needed between Distribution Centers. Review freight rates with supervisor to determine if product transfers are justified., • Work directly with buyers and their suppliers to facilitate depletion of their inventories and to assist in managing tight supply situations by prioritizing shipments to DCs., • Provide required follow-up to ensure supply chain readiness to support flawless execution of national promotions and transition/elimination activity., • Review and analyze daily exception reports, change order requests, distributor inventory levels and open purchase orders to ensure the process is working properly., • Ability to report into a corporate office

Job DescriptionBilling Coordinator - Contract (16 Weeks)Miami, Florida $18-$23/hr We are seeking a detail-oriented Billing Coordinator to join a busy local hospital in Miami on a 16-week contract. This role is ideal for someone with strong organizational skills and experience in medical billing or healthcare administration. Responsibilities: • Process and review patient billing and insurance claims, • Verify insurance coverage and resolve billing discrepancies, • Communicate with patients, providers, and insurance companies, • Maintain accurate financial and patient records, • Ensure compliance with healthcare billing regulationsRequirements:, • Previous medical billing or healthcare administrative experience preferred, • Knowledge of insurance claims and billing procedures, • Strong attention to detail and accuracy, • Excellent communication and customer service skills #Mar_2026_150

Job Description Hamilton Miller & Birthisel LLP Hamilton Miller & Birthisel LLP is a premier insurance defense trial law firm with a presence spanning Florida, New York, Virginia, Puerto Rico, Jamaica, the U.S. Virgin Islands, and The Bahamas. We are nationally recognized for our work in insurance defense, admiralty and maritime law, transportation and trucking, personal injury, premises liability, professional malpractice defense, construction, subrogation, and products liability litigation. The firm holds an AV® Preeminent rating-the highest peer-review distinction from Martindale-Hubbell-and is consistently ranked among the most diverse law firms in South Florida. Our attorneys are known for delivering swift, lucrative results, backed by a 24/7 emergency action response team serving clients in domestic and international jurisdictions. GENERAL SUMMARY: The Accounts Receivable Specialist is responsible for managing daily accounts receivable activities, including monitoring past due balances, updating collection statuses, and communicating with clients. This role also coordinates and files appeals for invoice reductions, ensures timely follow-up with timekeepers, and maintains accurate records in internal systems and spreadsheets. PRINCIPAL DUTIES AND RESPONSIBILITIES • Monitor accounts receivable daily to identify and address past dues balances, • Update the Collections module with current collection statuses, • Communicate with clients via email and phone regarding outstanding invoices, • Calendar appeal deadlines in AIM for invoice reductions, • Follow up with timekeepers to ensure timely appeal responses, • File electronic appeals with clients promptly, • Maintain excel spreadsheets tracking Appeals, Carrier Releases, Write-offs, etc., • Ensure compliance with data protection and confidentiality standards, • Stay informed on industry best practices and emerging trends, • Account Management & Appeals: Demonstrates attention to detail in monitoring accounts, identifying discrepancies, and processing appeals; takes initiative in resolving past due accounts., • Communication & Collaboration: Communicates effectively with clients and internal teams; works closely with timekeepers and departments to support appeal processes., • Technical Proficiency: Skilled in collections software, calendaring tools, and Excel., • Organization & Adaptability: Manages multiple tasks and deadlines efficiently; adapts to changing priorities and performs miscellaneous duties as needed., • High school diploma or GED required, associate's degree in Accounting, Finance, or a related field a plus., • Minimum of 2 years of experience in accounts receivable or general accounting., • Prior experience in a law firm or legal environment a plus., • Familiarity with legal or professional software such as AIM and PerfectLaw preferred., • Competitive annual compensation package with bonus potential., • Flexible working environment: career and work-life balance supported., • Comprehensive Benefits & Wellness Packages: Medical, Dental, Vision, Life Insurance, STD, LTD, AD&D, EAP, and supplementary voluntary health plans., • Biometric Wellness Screenings., • Commuter Reimbursement Program (parking, train, bus, etc.)., • 401(k) retirement plan with generous Firm match. At Hamilton Miller & Birthisel, we cultivate talented individuals who bring fresh perspectives and innovative ideas. We offer a vibrant, inclusive culture where professional growth is celebrated, and success thrives through innovation, diversity, and collaboration. Your voice will be heard, your contributions valued, and your potential realized. Equal Employment Opportunity Statement Hamilton Miller & Birthisel LLP is an equal opportunity employer and prohibits discrimination or harassment of any kind-for any protected characteristic under federal, state, or local law, including race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age (40+), disability, genetic information, veteran status, marital status, and more. We provide reasonable accommodations for disabilities, pregnancy, religion, and other protected needs and protect confidentiality and non-retaliation for individuals who raise discrimination concerns or participate in investigations. • Applicants are encouraged to apply directly through our Careers Page - All inquiries are kept confidential.

Job Description RTD Talent Solutions is currently representing one of Coral Gables' premier boutique accounting practices that is currently seeking an accountant to join their internal reporting team. This is a full-time, permanent, on-site role with great compensation and benefits. With more than 50 years of practice, this public accounting firm has built a long-standing reputation for excellence, integrity, and community service. Over decades of steady growth, the firm has expanded its capabilities while maintaining exceptional continuity, with many partners and team members contributing decades of service. As the Accountant, you would be responsible for supporting a small public accounting firm by preparing tax returns, maintaining accurate financial records, and delivering high-quality accounting services to a diverse client base. This role involves hands-on accounting work, direct client interaction, and collaboration with senior team members to ensure compliance, accuracy, and timely reporting across multiple engagements. Key Job Duties • Prepare individual and business tax returns., • Perform general ledger accounting and account reconciliations., • Assist with month-end and year-end close processes., • Prepare financial statements and supporting schedules., • Communicate with clients to gather information and resolve accounting inquiries.

Job DescriptionBenefits: • 401(k) matching, • Company car, • Competitive salary, • Dental insurance, • Free food & snacks, • Free uniforms, • Health insurance, • Paid time off, • Training & development, • Competitive Compensation, • Paid Time Off Responsibilities • Processing and accurately recording transactions, • Maintaining detailed records of payments and account statuses, • Sending reminders regarding overdue payments, • Researching any account discrepancies and taking appropriate action for resolution, • Creating accurate and informative reports, • Collaborating with other departments to gather additional information, ensure accounts are up-to-date, and develop repayment plans, • Communicating with clients regarding the payments on their accountsQualifications, • Bachelors degree in accounting or a related field, • Previous experience as an Accounts Receivable Clerk or in a similar position, • Advanced knowledge of Excel and accounting software, • Familiarity with Microsoft Word, Outlook, and PowerPoint, • Strong understanding of accounting principles and best practices, • Excellent problem-solving and research skills, • Strong written and verbal communication skills, • Commitment to accuracy and attention to detail, • Quick Book Online at least 3 Years of Experience

Job Description Loews Coral Gables Hotel features 242 guestrooms, including 23 beautifully designed suites, 30,0000 square feet of indoor/outdoor flexible meeting space, an expansive 9th floor pool deck, four Miami-inspired dining outlets and more. Located just four blocks from the Gables' iconic Miracle Mile, the hotel is the centerpiece of The Plaza Coral Gables, a 2.1 million square foot mixed-use development showcasing retail space, dining and entertainment experiences. Loews Coral Gables Hotel is the second Loews Hotel to open in South Florida, joining 25 other properties across the US and Canada that make up the Loews Hotels & Co portfolio. General • Perform on-site billing review with clients when requested, • Coordinate billing set-up with Financial Services Center/ M&E leaders prior to group arrival, • Attend weekly resume meeting with M&E leaders, • Review all group's PM details, routing set up's, and alignment between Delphi and Opera, • Upon group departure, assist M&E leaders in validating all items posted to the groups PM within 72hrs, • Support M&E leaders in charging CC's on file that are approved for groups open balances while on-site if not DB approved, • Create A Group Billing Checklist per each group/ social event and archive for FSC to work on billing, • Monitor, approve/ dispute Defect per group revision invoice sent by FSC billing, • Monitor, coordinate with FSC / M&E leader all unbilled delayed status invoices, • Coordinate invoicing for deposits with Financial Services Center / M&E Leaders to ensure final estimates are updated in Delphi to ensure accuracy, • Attend/ lead weekly AR/ Unpaid deposits/ Ledger review meetings with M&E leaders, • Assist M&E leaders with posting of all miscellaneous items to groups PM accounts within 72hrs of departure, • Monitor collection of past due deposits, • Monitor the AR Aging report to avoid delayed payment collections, • Coordinate/ review and validate all group commission payments with Financial Services Center and during month end, • Scan backup to Financial Services Center for charges posted locally, • Verify PM accounts established 45 30 days prior to group arrival, • Arrange for cash paid outs as required by clients, • Act as first point of contact to provide missing information for Financial Services Center, • Research check payment questions posted by cash applications group, • Manage open folio for items Front Office has not processed correctly, • Monthly review and posting of all Internal In House PM, and post monthly costs, • Review any bills locally

Job DescriptionDescription: Happy Corner Hospitality Group, home to Motek, Yalla, and Sesame Bakery, is a Mediterranean restaurant collective. As a family-owned business committed to enriching Miami's and New York’s food culture, we deliver genuine, thoughtful, and delectable Mediterranean dishes with a focus on freshness and quality ingredients. Reports To: Director of Finance Position Summary The Financial Analyst plays a key role in driving financial performance by delivering accurate reporting, insightful analysis, and actionable recommendations across the organization. The ideal candidate will partner closely with leadership and cross-functional teams to support data-driven decision-making in a dynamic hospitality environment. Responsibilities: Financial Analysis: • Own key components of the budgeting, forecasting, and long-range planning processes, • Build and maintain financial models to support scenario planning, new initiatives, and strategic decisions, • Analyze business performance across locations, identifying trends, risks, and opportunities to improve margins and profitability, • Prepare and present monthly financial packages, including P&L analysis, KPIs, and variance reporting, • Track performance against budgets and forecasts, proactively highlighting key drivers and actionable recommendations, • Develop dashboards and reporting tools to improve visibility into operational and financial performance, • Act as a finance partner to marketing, evaluating campaign performance and return on investment (ROI), • Collaborate with supply chain and operations teams to optimize inventory, reduce waste, and improve cost efficiency, • Work closely with restaurant leadership to understand operational drivers and translate them into financial outcomes, • Identify opportunities to streamline financial processes, improve reporting accuracy, and enhance data integrity, • Contribute to the development of financial strategies that support company growth and scalability, • Paid time off, • Wages paid weekly, • Free parking, • Growth opportunities, • 401k savings plans, • Medical, dental and vision insurance, • Employee discounts Requirements:, • Minimum 3 years of experience in finance within in the hospitality industry, • Bachelor's degree in finance, accounting, or related field, • Strong analytical, quantitative, and problem-solving skills, • Advanced proficiency in Microsoft Excel; experience with financial systems or BI tools is a plus, • Excellent communication skills with the ability to present complex data clearly

Job Description CTTI is seeking a hands-on, outcome-oriented professional to design, build, and maintain automated Finance data workflows using Alteryx. This role is critical to reducing manual Finance processes, improving data accuracy, and enabling scalable, audit-ready analytics across the organization. The role sits at the intersection of Finance, Systems, and Analytics, owning automation pipelines that connect NetSuite (ERP), HubSpot (CRM), and Google Workspace Enterprise analytics platforms, with a forward-looking path to Power BI. Core Objective Eliminate spreadsheet-driven and error-prone Finance workflows by automating ingestion, reconciliation, transformation, and reporting across enterprise systems—while establishing a governed analytics foundation that scales from Google-native tooling to Power BI. Key ResponsibilitiesData Automation & Workflow Engineering • Design, build, and maintain Alteryx workflows supporting Finance reporting, analytics, and operational decision-making., • Automate recurring Finance reports, management reporting, and scheduled data pipelines, • Develop reusable Alteryx macros, analytic apps, and standardized components to reduce duplication and technical debt.Systems Integration & Data Pipelines, • Integrate and reconcile data across core business systems, including:, • NetSuite (ERP) – GL, AR/AP, revenue, expenses, budgeting, • HubSpot (CRM) – pipeline, bookings, revenue attribution, customer lifecycle, • Google Workspace Enterprise ecosystem, including:, • BigQuery is the centralized analytical data store., • Looker / Looker Studio for governed, role-based reporting and visualization, • Precog for managed data ingestion and Finance-grade synchronization, • Build Finance-ready data models that support cross-system reconciliation (CRM ↔ ERP ↔ Analytics)Analytics Enablement & Reporting Architecture, • Support Finance and leadership reporting via Looker and Looker Studio using curated, trusted datasets., • Partner with IT and Finance leadership to design a deliberate migration and coexistence strategy toward Power BI, including:, • Preparing clean, well-modeled datasets suitable for Power BI consumption, • Ensuring consistency of metrics across Google-based analytics and Power BI, • Avoiding parallel metric definitions or reporting driftData Quality, Controls & Auditability, • Ensure accuracy, consistency, lineage, and auditability of Finance-related data outputs., • Implement validation checks, reconciliations, and exception handling within Alteryx workflows., • Support Finance in closing cycles, leadership reporting, and audit requirements with defensible dataBusiness Translation & Stakeholder Enablement, • Translate Finance and operational requirements into automated, production-ready solutions., • Reduce reliance on spreadsheets, manual exports, and one-off reporting processes., • Act as a trusted partner to Finance, Accounting, and IT on data feasibility and design decisionsOperations, Governance & Scale, • Troubleshoot workflow failures, data anomalies, and performance bottlenecks, • Document workflows, dependencies, and logic to support governance and continuity, • Establish standards for naming, versioning, scheduling, access control, and reuse, • Advanced hands-on experience with Alteryx Designer, including:, • Advanced tools, • Macros, • Analytic Apps, • Strong SQL skills with experience querying large relational and analytical datasets, • Experience integrating with cloud data platforms, preferably BigQueryData, Finance & Analytics Acumen, • Strong understanding of data modeling, data quality, and governance principles, especially for financial data, • Experience working with ERP and CRM platforms, preferably NetSuite and HubSpot, • Familiarity with Looker / Looker Studio, data visualization best practices, and semantic modeling, • Exposure to Power BI or enterprise BI migrations strongly preferredOwnership & Execution, • Proven ability to own solutions end-to-end, from requirements through production, • Comfortable operating in a fast-paced, SaaS-heavy environment with evolving priorities, • Strong bias toward automation, simplification, and long-term scalabilityStrategic Context - This role is foundational to CTTI’s broader data strategy:, • Google Workspace Enterprise + BigQuery is the current analytics backbone., • Precog for managed, reliable ingestion of Finance-critical data, • Look for governed reporting and metric consistency., • A controlled, Finance-safe path to Power BI, not a rushed tool swap

Job DescriptionBenefits: • License reimbursement, • 401(k), • Bonus based on performance, • Competitive salary, • Health insurance, • Opportunity for advancement, • Paid time off I attended Florida Atlantic University and enjoy spending my free time fishing, golfing, and being with family. Keeping that balance between work and life is important to me, and its something I encourage for everyone on the team. We offer 8-10 sick days, 10 days of PTO, a 401(k) after one year, a monthly health stipend, and reimbursement for licensing costs. We believe in taking care of our team so they can focus on doing great work without unnecessary stress. Our culture is simple and supportivewe operate like a small family and take care of each other. Were looking for someone who values teamwork, reliability, and a positive attitude. If youre looking for a close-knit environment where people support one another and enjoy coming to work each day, this could be a great fit for you. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Ricardo Arbesu - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job Description At International Finance Bank (IFB), our people are at the heart of everything we do. We are committed to fostering a culture of integrity, collaboration, and continuous growth while delivering exceptional financial services to our clients. IFB offers an environment where professionals are encouraged to lead with purpose, embrace change, and make a meaningful impact for our clients and communities. Our Mission is rooted in serving our clients, our people, and our communities with integrity and purpose. We are committed to creating a seamless and secure customer experience built on trust, transparency, and effective communication, while delivering innovative financial solutions that support long-term growth. Guided by high ethical standards, IFB fosters a culture of continuous learning, collaboration, and accountability, empowering our employees to grow professionally, contribute meaningfully, and uphold the values that drive sustainable success for our clients, shareholders, and the communities we serve. IFB’s Values of Exemplariness, Closeness, Decisiveness, and Soundness guide how we work and serve others. We lead with integrity, build trusted relationships, act with confidence and accountability, and make responsible decisions that support sustainable growth and long-term success. How You’ll Make an Impact This position is responsible for providing exceptional, personalized banking services to high-net-worth clients by leveraging deep market knowledge and building strong relationships, while offering tailored financial solutions and leading a dedicated team of banking professionals. Key Responsibilities • Analyzes market trends and customer segments to identify opportunities for business growth and competitive advantages., • Develops long-term strategies for client retention and loyalty, focusing on high-net-worth individuals and tailoring service offerings to their needs., • Creates financial plans and budgets for the preferred banking division to ensure alignment with the bank’s overall strategic goals., • Develops specific sales strategies and campaigns to achieve quarterly and annual revenue targets for preferred banking services., • Organizes or participates in events and seminars to promote preferred banking services and build relationships with potential clients., • Oversees the day-to-day management of preferred clients’ accounts and ensures their expectations are met., • Addresses customer inquiries and issues promptly to maintain client satisfaction and trust in the banking services., • Other duties: Perform other duties as assigned by leaders. Requirements Required Education: Technical Studies Possible Degrees: Bachelor’s degree in Finance, Business Administration, Economics, Accounting or related field Other Education: Credit Course-Analysis of financial statements, Graduate coursework or MBA (preferred but not required) Required Years of Experience in Position: 5-8 Years Languages: English and Spanish (Preferred) Technical Knowledge and Skills • Ability to read, analyze financial statements, and interpret common business trends. Familiar with financial reports as well as legal and loan documents., • Ability to operate within a highly regulated environment with working knowledge of applicable banking regulations, including BSA/AML, KYC requirements, Dodd-Frank Act compliance, Internal banking policies and controls, • A solid understanding of financial instruments, such as loans, credit lines, and depository accounts., • Familiarity with banking software, digital payment systems, and cybersecurity practices. Equal Employment Opportunity and Affirmative Action IFB is an equal opportunity employer. It is the policy of IFB to provide Equal Employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, marital status, protected veteran status, or any other status protected under applicable federal state or local laws. IFB complies fully with all applicable federal equal employment opportunity and affirmative action laws and regulations including those enforced by the equal employment opportunity commission (EEOC) and other federal and state agencies. The Bank takes affirmative action to ensure equal opportunity in all employment practices for minorities, women, protected veterans, and individuals with disabilities. Work Authorization and Sponsorship Applicants must be currently authorized to work in the United States on a full time basis IFB does not provide visa sponsorship or take over sponsorship for employment based visas at this time, including but not limited to H-1B, H-2B, E-3, TN and, F-1 (OPT/STEM), or J-1 visas. Candidates requiring such sponsorship now or in the future will not be considered for employment. Drug-Free Workplace Statement To promote the safety and well-being of our employees and customers, IFB maintains a drug-free workplace. All candidates selected for hire are required to successfully complete a pre-employment background check and drug screening in accordance with company policy and applicable law.

STRUCTURED FINANCE OF COUNSEL ATTORNEY. Structured Finance Practice Group.

Finance Your Medical Education with the U.

BDSI Cash Management team is seeking a Cash Applications Specialist.Responsibilities to include but not limited to the following:.Participate in team efforts to achieve company and departmental goals.

Perform the day-to-day processing of account payable transactions to ensure that municipal finances are maintained in an effective, up to date and accurate manner.

Administrative Assistant, Leveraged Finance.

Patient Finance Specialist is responsible for timely and accurate patient registration. Job Title: Patient Finance Specialist.

Senate is seeking a Finance Assistant to join a growing finance team. Providing key administrative and organizational support for the finance team. Debbie For Florida: Finance Assistant.

Patient Finance Specialist is responsible for timely and accurate patient registration.

An undergraduate background in finance or accounting, or other relevant finance-related work experience is a plus. Seeking a Public Finance Attorney - Experience with State of FL laws governing municipal finance and federal tax aspects of municipal bond law. The law firm seeks an experienced associa

Our client is seeking a detail-oriented and analytical Credit Risk Analyst.Individual within this role will be responsible the maintenance and application of the Secured Lending Model in BSI; the Security Master Price Certification; and all Structural Fiduciary Risk controls as 2LoD monitoring of th

Through our wholly owned subsidiary, American First Finance (AFF), FirstCash also delivers lease-to-own and retail finance payment solutions for consumer goods and services. Background in retail consumer finance or merchant services. If you are a motivated professional looking to grow within a high-

Candidates currently at a law firm (BigLaw or strong regional or boutique firm preferred).A thriving Miami market with robust deal flow.Platform and resources of a nationally recognized firm.If you're interested, apply to this posting or email us directly at recruiting@premierpursuitllc.

Jackson Health System - 1801 Northwest 9th Avenue - Responsibilities: Complete the Medicare Time Study Cost Report on alternating weeks on a monthly basis; Be proficient in navigating OTTR, an application used to manage patient demographics and funding information; Performs financial screening and p

The ideal candidate will have experience formulating and presenting a Point of View to Finance and Procurement stakeholders; use all available resources to solve customer problems that relate to SAP's oCFO and Procurement solutions (Finance, Spend and Supplier Management, Working Capital Management,

A healthcare organization in the Miami area is seeking a Finance Manager with experience supporting Medicare and value-based care environments. This is a hands-on role for a finance professional who enjoys working closely with leadership, building forecasts, analyzing financial performance, and help

Jackson Health System - 1611 Northwest 12th Avenue - Responsibilities: Interviews patients and or family/relative or other responsible party at workstation or at bedside to obtain all necessary account information.Bedside registration performed utilizing carts/computers on wheels.Obtain patient demo

Posting Date: 09/12/2023, 05:25 PM.Degree Level: Bachelor's Degree.Locations: Miami, FL, United States.

Manager of Finance and will assist with monthly financial analysis, forecasting, and annual budget preparation. Assist the Executive Director of Finance with preparing, examining, and analyzing accounting records, monthly financial package and presentation to assess accuracy, completeness and confor

The Staff Accountant is to provide support to the Accounting & Finance department, such as preparing journal entries, reviewing the general ledger and preparing balance sheet reconciliations, preparing financial statements, cash flow management, fixed asset review & audit & tax support to mention a

CGS is seeking an experienced Finance Project Manager to provide oversight of financial and procurement services for a large Federal agency initiative. Requires expert knowledge of Finance Systems including SAS; outstanding writing skills; excellent oral communication skills; and excellent managemen

Maintain Finance Department information on company intranet, and distribute financial policies and procedures as needed.