Florida

Finance Jobs in Florida

219 jobs found

Include remote jobs

Today

Director of Finance

Devereux Port Saint Lucie, FL

Port Saint Lucie, FL

Today

Full time Finance Director Accounting Accounting Operations

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Job Description

Devereux is seeking a Director of Finance to lead finance operations for Communities Connected for Kids in a hybrid remote setup. This role supports timely, accurate financial records and reporting while overseeing finance-related functions across multiple DCF programs that rely on FSFN/CCWIS.

Based in Port Saint Lucie, FL (hybrid), the Director of Finance will manage day-to-day financial accounting activities, supervise finance teams and compliance processes, and partner with operational leaders to ensure reporting, analysis, and forecasting are aligned with program and regulatory expectations.

Key Responsibilities

Oversee the daily operations of all financial functions, including financial accounting, accounts payable, and accounts receivable.
Ensure timely, accurate data within the accounting software system, the state-approved web-based system FSFN/CCWIS, and ancillary systems to maintain data accuracy and integrity.
Manage cash, accounting, asset management, and banking relationships, including cash flow planning and ensuring fund availability as needed.
Effectively leverage funding sources to maximize and enhance programmatic service delivery systems.
Oversee processing for deposits, disbursements, petty cash, and client fund transactions.
Support the CFO with month-end closings, journal entries, reconciliations, analyses, budgeting, projections, and financial reporting, ensuring compliance with contracts, laws and regulations, grants, and policies shared with the Board of Directors, Senior Management, and relevant stakeholders.
Develop and maintain internal controls, policies, and procedures, including risk mitigation mechanisms (such as insurance and safety).
Communicate with vendors, employees, and other stakeholders to resolve discrepancies and respond to field inquiries.
Apply non-profit administrative cost principles in finance operations.
Maintain knowledge of funding streams and FSFN/CCWIS as they relate to eligible client services within multiple DCF programs, including how DCF’s Other Cost Accumulators (OCAs) fit into financial operations.
Coordinate independent and other audits, reviews, and inquiries by providing information and responses as needed.
Ensure timely and proper filing of tax returns.
Direct and oversee the Finance, Eligibility, and Master Trust departments, providing administrative support, backup, and cross-training for CFO, Finance, Eligibility, Master Trust, and related functions.
Attend staff meetings, in-service training, and other meetings, staffings, conferences, or events as necessary (virtual and in-person), with periodic travel required.
Oversee client-related services and payment operations and approvals in FSFN/CCWIS, including input, processing, and approvals for foster board, adoption subsidy, stipend batches, respite payments, group home invoices, and other ancillary client-related payments with timeliness, completeness, and accuracy.
Oversee and maintain FSFN/CCWIS data, including funding sources, providers, service types, and placement and payment activities.
Generate and pull reports for review to confirm payment issuance accuracy and support reconciliation, reporting, analysis, and special projects.
Perform other duties and special projects as assigned.

Requirements

Bachelor’s degree in general business, accounting, finance, or a related field from an accredited school or university.
Minimum five (5) years of experience in accounting and/or finance.
Prior experience in non-profit, child welfare, Medicaid, and/or FSFN.

Technologies

FSFN/CCWIS
Accounts payable
Accounts receivable

Benefits

Low-cost, high-coverage health insurance
Generous time-off
Competitive 403b retirement
30-day benefit eligibility waiting period for new hires

This position requires background screening in accordance with FS 435.12. For more information, visit: https://info.flclearinghouse.com.

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Today

Director of Finance

Communities Connected for Kids (CCK) Port Saint Lucie, FL

Port Saint Lucie, FL

Today

$72k+/yr Full time Finance Director Manager Accounting

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Job Description

The Director of Finance at Communities Connected for Kids (CCK) manages the organization’s financial accounting operations to support accurate records, reporting, analysis, and forecasting for children and families involved in the child welfare system. This hybrid role also provides oversight of finance-related functions and administrative support for leadership and key program areas.

Financial Accounting Leadership

Oversee the daily operations of all financial functions to maintain timely and accurate financial records.
Ensure timely and accurate data entry and integrity across the accounting software system, state-approved web-based system (FSFN/CCWIS), and ancillary systems.
Oversee cash, accounting, asset management, and banking relationships, including cash flow planning and ensuring funds are available as needed.
Leverage funding sources to maximize and enhance programmatic service delivery systems.
Oversee the processing of deposits, disbursements, petty cash, and client fund transactions.

Month-End Support and Financial Reporting

Assist the CFO with month-end closings, journal entries, reconciliations, analyses, budgeting, projections, and financial reporting.
Support compliance with contracts, laws and regulations, grants, and organizational policies, and share reporting with the Board of Directors, Senior Management, and other stakeholders as required.
Develop and maintain internal controls, policies, and procedures, including risk-mitigation mechanisms (such as insurance and safety-related controls).

FSFN/CCWIS Client Service Payments and Data Management

Oversee the operations and approvals of client-related services and payments in FSFN/CCWIS, including input, processing, and approvals for foster board, adoption subsidy, stipend batches, respite payments, and group home invoices.
Ensure ancillary client-related payments are completed with timeliness, completeness, and accuracy.
Oversee and maintain FSFN/CCWIS data, including funding sources, providers, service types, and placement and payment activities.
Generate and pull reports for review to support payment issuance accuracy, reconciliation, reporting, analyses, and special projects.

Collaboration, Audits, and Administrative Support

Communicate with vendors, employees, and other stakeholders to resolve discrepancies and address field inquiries.
Coordinate independent and other audits, reviews, and inquiries by providing information and responses as needed.
Attend staff meetings, in-service training, staffings, conferences, and other events as necessary, including virtual and in-person participation, with periodic travel.
Provide administrative support, backup, and cross-training for the CFO, Finance, Eligibility, and Master Trust functions.

Nonprofit Cost Principles and Funding Stream Knowledge

Apply nonprofit administrative cost principles.
Maintain knowledge of funding streams and FSFN/CCWIS as they relate to eligible client services across multiple DCF programs.
Understand DCF Other Cost Accumulators (OCAs) and how they integrate into financial operations.

Compliance and Tax Filing

Ensure timely and proper filing of tax returns.

Required Qualifications

Bachelor’s degree in general business, accounting, finance, or a related field from an accredited school or university.
Minimum of five (5) years of experience in accounting and/or finance.
Background screening in accordance with FS 435.12.

Technology

FSFN/CCWIS
FSFN
CCWIS

Compensation and Work Location

Salary: USD 72,000 per year
Location: Port Saint Lucie, FL (hybrid)

Benefits

Low-cost, high-coverage health insurance
Generous time-off
Competitive 403b retirement
30-day benefit eligibility waiting period for new hires

Hybrid Remote Work Environment

This position offers a hybrid remote work environment with flexibility and limited in-person or in-office expectations.

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Today

Finance Manager

Coastal Construction Equipment LLC Sunrise, FL

Sunrise, FL

Today

Full time Accounting Data Analytics Deal Structuring

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Job Description

Sunrise, FL (onsite) Coastal Construction Equipment LLC is hiring a Finance Manager to lead dealership finance and deal structuring end-to-end. In this role, you will help protect the business through strong regulatory compliance and risk mitigation while delivering clear, customer-focused financing solutions. You will manage and coach a finance team, coordinate with Cat Financial and other lenders, and use performance insights to improve how deals move from application to funded delivery.

What you will do

Lead and coach finance representatives who perform deal structuring and compliance tasks, ensuring consistent, accurate, and efficient execution.
Partner with Sales to structure deals that balance customer needs with dealership profitability goals.
Support deal closing by helping reps address objections and communicate value messages tied to total cost of ownership (TCO).
Ensure required compliance checks are completed for every deal, including lien searches, lien clearance, and other risk mitigation steps.
Oversee preparation and processing of financing documentation, driving accuracy, compliance, and consistency across all transactions.
Prepare and submit finance applications to Cat Financial and alternative lenders, including banks, lease companies, and municipal finance partners.
Keep every deal aligned with Caterpillar Financial Services programs, seasonal specials, lease structures, and incentives.
Negotiate approvals, terms, and conditions to match customer credit profiles and mentor/train sales on these topics.
Advise customers on financing solutions including installment loans, finance leases, Cat Card, governmental/municipal financing packages, and Rental Purchase Options (RPOs).
Oversee complete, accurate deal documentation covering sales contracts, lease agreements, UCC filings, RPO conversions, customer insurance requirements, and government bidding documentation.
Communicate proactively with customers to explain documentation requirements, collect records, clarify missing information, and secure all signatures and approvals.
Maintain visibility into deal status with Sales, including outstanding items, funding status, and delivery timeline.
Review and sign off on completed deal packets to authorize billing after ensuring financial, compliance, and documentation standards are met.
Maintain full compliance with federal, state, and industry regulations such as Truth in Lending, OFAC, Red Flags, privacy rules, and required disclosures.
Ensure secure handling and proper storage of customer information in alignment with dealer and CAT Financial compliance standards.
Prevent fraudulent or high-risk transactions by validating customer identity, residence, income, and business legitimacy as required.
Confirm insurance coverage is in place prior to delivery and that lender requirements (stips) are satisfied.
Identify and correct incomplete, inaccurate, or non-compliant documentation to reduce financial, legal, and reputational risk.
Act as a senior financial advisor throughout the sales process, guiding customers through financing, leasing, tax considerations, and TCO impacts in clear, customer-friendly language.
Coordinate with customers, lenders, and internal teams to support faster, smoother funding and equipment delivery.
Monitor, analyze, and review sales department financial results with management to identify trends, opportunities, and improvement areas.
Drive performance management and process consistency for the finance team, emphasizing customer support and high accuracy.
Build a culture of accountability and continuous improvement by setting clear expectations and supporting team capability growth.

Qualifications

Bilingual: Spanish & English
Understanding of basic financing principles, deal structures, and how financial decisions affect customer value and organizational profitability
General knowledge of legal, procedural, and risk-mitigation requirements for financial transactions and customer documentation
Ability to manage detailed paperwork and oversee a multi-step sales and financing workflow while maintaining accuracy
Strong communication skills with customers, internal teams, and external partners, including issue resolution and relationship-building
Ability to lead teams, interpret performance data, and drive process improvements for operational efficiency and business goals
Bachelor’s degree in business, finance, accounting, or a related field
Equivalent experience in sales support, finance, lending, or equipment dealership operations may substitute for a degree
Additional training or certifications in credit, finance, or compliance are a plus
Microsoft Office suite required
Salesforce and DBS experience preferred
Strong knowledge of financial products and commercial lending practices
Must be able to pass background check, physical exam, and drug screening test

Tools & technology

Microsoft Office suite
Salesforce
DBS

Work environment

Most work is completed in a comfortable office environment, with possible exposure to site conditions
Personal protective equipment must be worn in required areas
Work is usually not considered inherently dangerous, but employees must use care during onsite services

This job description is not all-inclusive. Employees will also perform other reasonably related business duties as assigned by immediate supervisor and other management as required. Coastal Construction Equipment LLC reserves the right to revise or change duties as the need arises. This job description does not constitute a written or implied contract of employment.

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4d ago

Finance Manager

LifeSouth Community Blood Centers Gainesville, FL

Gainesville, FL

4d ago

$75k+/yr Full time Manager Accounting Finance Manager

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Job Description

LifeSouth Community Blood Centers is seeking an experienced Finance Manager to lead Business Office operations at its headquarters in Gainesville, Florida. In this fully on-site role, you will oversee core accounting and financial activities, guide a team, and support accurate, compliant operations with an emphasis on continuous improvement.

Role Overview

Lead and develop Business Office staff by supervising, coaching, and supporting day-to-day performance.
Direct daily financial operations including payroll, accounts payable and receivable, revenue cycle, fixed assets, and expense reporting.
Ensure reconciliations, general ledger accuracy, financial reporting, and adherence to accounting standards, organizational policies, and regulatory requirements.
Oversee banking activity and manage company credit card programs, billing and collections, depreciation reporting, and other financial transactions.
Improve operational effectiveness by identifying opportunities to streamline workflows, strengthen internal controls, and enhance systems.
Build strong working relationships with employees, donors, vendors, customers, and internal departments through responsive, solutions-focused support.
Collaborate with leadership on financial analysis, audits, year-end activities, system implementations, and special projects.
Develop and maintain standard operating procedures, monitor deadlines, and ensure financial work is completed accurately and on time.

Qualifications

Bachelor’s degree in Accounting, Finance, or a related field, plus at least five (5) years of progressive accounting or financial experience.
An equivalent combination of education, training, and experience may be considered in lieu of the stated requirements.
Minimum 2 years of direct supervisory experience.
Strong understanding of accounting principles, financial reporting, and internal controls.
Experience with ERP systems, financial software, and advanced Microsoft Excel functions.
Proven ability to lead, coach, and develop employees while maintaining high performance standards.
Exceptional attention to detail, strong organizational skills, and commitment to accuracy and deadlines.
Strong analytical, problem-solving, and communication skills.
Ability to manage competing priorities, exercise sound judgment, and deliver results in a fast-paced environment.
Customer service mindset and ability to build positive, collaborative relationships.
Valid driver’s license and reliable transportation, with ability to meet LifeSouth driving requirements.
Preferred: master’s degree in Accounting or related field, CPA or CMA certification, and/or experience in healthcare or nonprofit financial operations.

Technology

ERP systems
Financial software
Advanced Microsoft Excel functions

Compensation and Work Location

Location: Fully on-site at LifeSouth headquarters in Gainesville, Florida.
Starting salary: $75,000 annually.
Compensation is negotiable based on relevant experience and qualifications.

Benefits

Generous Paid Time Off (PTO) plan
Medical, dental, and vision insurance for full-time employees after 60 days
Supplemental insurance options including life, accident, and disability
Access to mental wellness resources and telehealth
Free basic life insurance for full-time employees
Health Savings Account (HSA) with employer match
Employer funded retirement plan for vested employees and 403(b) offered
Wellness program with incentives and HSA rewards
Access to wages prior to pay day

Upon a conditional offer of hire, LifeSouth requires a criminal background check and a drug screen.

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5d ago

Financial Aid Officer

CBT Technology Institute Miami, FL

Miami, FL

5d ago

$21+/hr Full time Accounting Advisor Client Service

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Job Description

CBT Technology Institute is hiring a Financial Aid Officer in Miami, FL (onsite) to support students as they navigate the financial aid process while ensuring adherence to applicable regulations. This role involves advising students, managing application workflows, and maintaining accurate institutional records.

Key Responsibilities

Advise students on available financial aid options and eligibility.
Process financial aid applications and related supporting documentation.
Maintain accurate records and support compliance with federal, state, and institutional requirements.
Provide exceptional student service and ongoing support to students throughout the process.

Required Qualifications

At least 1 year of relevant experience (with 1+ year of financial aid or higher education experience preferred).
Bilingual English/Spanish required.
Strong communication, organizational, and customer service skills.
Knowledge of Title IV regulations preferred.

Compensation and Schedule

Pay: From $21.00 per hour

Work Location

Work mode: In person

Location: Miami, FL

Benefits

Dental insurance
Health insurance
Life insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance

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6d ago

Virtual Financial Advisor

Raymond James Financial, Inc. Saint Petersburg, FL

Saint Petersburg, FL

6d ago

Full time Associate Financial Advisor Client Service Financial Advisor

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Job Description

In a hybrid call-center environment, this role supports clients through a combined Financial Advisor and Service Associate approach. Under limited supervision, you will help manage account activity, provide guidance on portfolios and service questions, and support risk-aware client outcomes for annuity contract owners and other brokerage clients.

Role Overview

Work in a team setting to provide financial services across the full client experience, combining front-line advisory support with operational and service functions. The position emphasizes fiduciary process alignment, escalated client guidance, and continued familiarity with capital market developments that may affect client accounts.

Key Responsibilities

Complete timely entry of initial applications.
Stay current on product changes and applicable deadlines.
Coach and mentor less experienced Investment Central associates.
Coordinate with other Virtual Financial Advisors to oversee over $3 billion in client assets, ensuring fiduciary processes and procedures align with business practices to mitigate business risk.
Provide escalated support and guidance for client portfolios and customer inquiries.
Notify appropriate management of client account issues that may involve or expose the business to potential liability.
Support management in implementing adequate controls and quality assurance processes to address potential liability.
Maintain working knowledge of current capital market news and how it may impact client accounts.
Research, interpret, and translate portfolio investments; educate clients on proper asset allocation and modern portfolio theory.
Handle sensitive client situations involving AML or other supervisory alerts generated by the firm.
Understand complex business models and continuously evolving practices.
Assist clients, branches, advisors, and back-office operations with general questions across business areas.
Support sales practices, including oversight of the account opening process and execution of client unsolicited orders, with guidance and supervision related to associated sales activities.
Manage, review, and approve client activity; educate and guide clients on available services and products.
Establish and manage client brokerage accounts while maintaining complete client information in accordance with internal and external regulations.
Contact clients to review portfolios, complete the Investment Policy Questionnaire, and provide investment information and suitable recommendations.
Work to acquire additional assets held away from the firm.
Place trades, including large volume trades, while performing due diligence and mitigating business risk.
Ensure firm and regulatory policies are followed to meet compliance standards.
Perform other duties and responsibilities as assigned.

Required Qualifications

Knowledge of post-issue product details across various products.
Understanding of concepts, practices, and procedures of the securities and banking industry.
Fundamental investment concepts used in the securities industry.
Principles of banking and finance and securities industry operations.
Experience with financial markets and products including annuities, UITs, structured products, alternative investments, mutual funds, and stocks.
Strong organizational and time management skills to prioritize workload, handle multiple tasks, and meet deadlines.
Detail orientation to maintain quality standards without impairing workflow.
Follow-up skills to ensure task resolution and completion.
Ability to review trades and disbursements that may expose the firm to potential liability.
Research client queries related to various types of brokerage accounts.
Ability to gather information and prepare oral and written reports.
Capability to prepare and deliver written and oral presentations.
Ability to investigate relevant irregularities.
Ability to identify portfolio gaps based on client objectives using modern portfolio theory.
Effective, concise client communication (oral and written).
Proficiency with standard office equipment and required software applications to research and produce emails, memos, spreadsheets, and reports.
Effective questioning and listening techniques to identify customer needs.
Ability to execute instructions and request clarification when necessary.
Independent judgment on monetary issues with potentially significant liabilities to the firm.
Ability to work independently and collaboratively in a team environment while maintaining confidentiality.
Ability to establish and maintain effective working relationships at all organizational levels.
Review a client’s financial profile and determine product appropriateness for risk tolerance, income needs, and goals.
Bachelor’s Degree (B.A. / B.S.) in a related discipline and a minimum of four (4) years of experience in the financial services industry.
Minimum of three (3) years’ experience in variable annuities and life insurance products.
OR equivalent combination of experience, education, and/or training approved by Human Resources.
SIE required, unless an exemption or grandfathering applies.
FINRA Series 7 required.
FINRA Series 66 or 63 & 65 required.

Education

Bachelor’s Degree (B.A. / B.S.) in a related discipline.

Experience

Minimum of 3 years of experience.
Minimum of three (3) years’ experience in the areas of variable annuities and life insurance products.

Work Location and Travel

Location: Saint Petersburg, FL (hybrid)
Travel: Less than 25%

Benefits

Medical, dental, and vision
Life insurance
Critical illness insurance and accident insurance
Disability benefits
Retirement savings
Paid time off (including vacation, holidays, and sick leave)
Parental leave

Compensation

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

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6d ago

Financial Benefits Consultant

OneDigital Tampa, FL

Tampa, FL

6d ago

Full time Advisor Analytical Skills Benefits Consultant

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Job Description

OneDigital offers a role built around helping clients make confident decisions about group benefit programs. As a Financial Benefits Consultant in Tampa, FL (hybrid), you will support financial analysis and client-facing illustrations that make plan design easier to understand. The position also includes health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and access to robust learning and development programs.

You will collaborate with the financial support team to strengthen the work of Account Manager(s) and Benefits Consultant(s). From quarterly and annual meeting exhibits to utilization reporting and cost projections, your analysis will help clients evaluate their benefit plans and stay aligned with industry benchmarks. OneDigital also supports growth through reimbursement of job-related expenses per company policy, plus employee perks and discounts. Some roles may be eligible for variable compensation, commission, and/or an annual bonus based on individual and company performance.

Responsibilities

Draft and review accurate exhibits for quarterly and annual client meetings
Support benefit and financial illustration needs for clients evaluating benefit plans
May assist with the carrier negotiation process alongside the Benefit Consultant
Draft and review client utilization reports using various carrier reporting methods
Analyze data to identify opportunities for plan design and product changes based on observed utilization patterns
Draft and review monthly reporting deliverables for clients
Draft and review cost projections for benefit plan offerings
Analyze industry benchmarks and prepare content to help clients understand their competitiveness
Develop and maintain strong working relationships with carrier partners
Maintain accurate, current, organized, and complete market information in internal databases
Assist team and clients as needed with special projects
Mentor junior team members

Requirements

License required
3 to 5 years of experience (minimum 3 years)
Bachelor’s degree required; Business, Finance, Math, Accounting, or a related field preferred
Ability to analyze data and recognize analytical patterns
Strong verbal and written communication skills with presentation skills
Ability to manage multiple and changing client priorities and deadlines
Excellent interpersonal skills and ability to thrive in a fast-paced environment
Proficient in Microsoft Office products (required)
Intermediate to advanced proficiency in Microsoft Excel (required)
Experience in the healthcare industry working for a group insurance carrier, broker, or consultant (preferred)
Knowledge of group insurance including medical, dental, CDHP, pharmacy, life, and disability products (strongly preferred)
Experience with database applications (a plus)