Jacksonville, FL

Finance Jobs in Jacksonville, FL

12 jobs found

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Today

Wealth Financial Advisor

Corebridge Jacksonville, FL

Jacksonville, FL

Today

Full time Business Development Client Relations Financial Advisor

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Job Description

Corebridge is seeking a Wealth Financial Advisor to support clients in Jacksonville, Florida through in-person meetings and ongoing planning. In this role, you’ll use company-provided technology and marketing resources to grow your client base, while partnering with colleagues and your District Vice President to strengthen your approach.

This position focuses on building long-term financial futures for both existing and prospective clients, combining structured support with field-based client service. The role also sits within Sales Commission and may involve up to 25% travel, with no relocation provided.

What you’ll do

Meet with existing and prospective clients to plan their financial future.
Use company-provided technology and tools to improve day-to-day operations.
Leverage marketing support, including mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.

What you bring

7+ years of experience working as a Financial Advisor (ideal).
Bachelor’s degree preferred.
A proven and successful sales track record.
Active FINRA Series 6 or 7 licenses, plus Series 63 and 65 or 66.
Active state variable life and health license.

Benefits and support

Competitive benefits with immediate access to medical, dental, vision, life insurance, and a 401(k) plan with match.
Company-provided technology, including equipment, helpdesk assistance, client management, and financial planning tools.
Company-paid E&O, licensing fees, continuing education, and compliance support.
Health and Wellness: medical, dental, and vision insurance plans, plus mental health support and wellness initiatives.
Retirement Savings (U.S.): a dollar-for-dollar Company match of up to 6% of eligible pay, plus a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and plan terms). Company contributions vest immediately.
Employee Assistance Program with confidential counseling services and resources.
Matching charitable donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: up to 16 volunteer hours annually.
Paid Time Off: eligible employees start with at least 24 PTO days.

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1mo ago

Aftermarket Finance & Controlling Specialist

Daimler Truck North America Jacksonville, FL

Jacksonville, FL

1mo ago Closed

$71k - $91k/yr Full time Accounting Analytical Skills Analytics

This position is no longer accepting applications (closed Nov 10, 2026).

Job Description

Daimler Truck North America is hiring an Aftermarket Finance & Controlling Specialist to strengthen finance operations and support process transformation across its aftermarket business. Based in Jacksonville, FL, this hybrid role combines controlling-focused analysis with hands-on AP/AR execution, continuous improvement, and compliance and quality assurance planning. The position contributes to shaping both finance and related IT processes for Daimler Coaches, while helping unify finance workflows across multiple Daimler business units.

Role focus

Independently design and build new finance and controlling processes, including identifying blind spots in the current setup
Develop KPI-based recommendations to improve business processes and cost structures
Combine operational finance needs across Daimler Trucks North America, Daimler Buses, and Daimler Coaches North America
Contribute to reshaping the IT landscape in combination with finance processes for Daimler Coaches over the coming years

Key responsibilities

Plan and implement quality assurance and compliance processes
Prepare documentation that supports analysis and improvement, including business requirements, functional specifications, process maps, and gap or problem analysis
Prepare, record, verify, analyze, and report AP/AR transactions
Pay vendor invoices and receive and post customer payments promptly
Maintain and reconcile AP/AR ledger accounts, financial statements, and reports
Prepare analyses and reconciliations of bill runs to detect fraud
Ensure adherence to transaction entry verification procedures
Support low-volume customer billing and respond to related customer queries
Oversee AP/AR transaction work outsourced to Accenture, including ensuring accuracy and managing escalations
Support invoice creation, including cancellations and re-issuance of incorrect invoices
Allocate payments, process checks and cash applications, and handle dunning processes
Address customer accounting inquiries and oversee new customer setup in cbFC
Verify tax exemption or reseller certificates and ensure completion of setup forms
Monitor KPIs for the PDI in Jacksonville and the parts business
Input data into third-party payment platforms and monitor payment receipt; release logistics processes or initiate services upon payment confirmation
Verify invoices against purchase orders and resolve discrepancies with vendors and requestors
Create and manage prepayment invoices for parts or external services
Analyze financial data to identify trends and improvement areas
Prepare regular management reporting, including end-of-month finance reports
Improve general business processes (non-manufacturing) using methodologies to increase quality, reduce costs, and improve efficiency
Maintain and organize finance-related documentation; support compliance tracking and administrative tasks including scheduling, reporting, and project assistance

Requirements

Bachelor’s Degree plus 2-4 years of relevant finance and accounting experience
Intermediate Excel proficiency (VLOOKUPS, formulas, and analysis)
Financial Operations expertise in AR/AP, customer billing, payment processing, and ledger reconciliation
Controlling and reporting expertise, including the ability to monitor and analyze KPIs
Experience preparing financial reports and identifying cost improvement opportunities
Proven ability to build finance processes from scratch and perform process gap analysis
Analytical strengths for fraud detection and discrepancy resolution
Affinity for IT and the ability to contribute to IT landscape changes from a finance perspective
Strong communication and coordination skills to manage outsourced financial operations and cross-collaboration
Experience creating business requirements, process maps, and compliance documentation
Resume required

Technologies

Excel, VLOOKUPS
SAP systems
Power BI
cbFC

Compensation and work setup

Salary range: USD 71,000 - 91,000 per year
Schedule: Full time
Work model: Hybrid (4 days per week in-office / 1 day remote)
Location: Jacksonville, FL, US

Benefits

Annual bonus program
401k company contribution with company match up to 6%
Non-elective company contribution of 3 - 7% depending on age
Starting at 4 weeks paid vacation
13+ calendar holidays
8 weeks paid parental leave
Employee assistance program
Comprehensive healthcare plans and wellness programs
Onsite fitness (at some locations)
Tuition assistance
Volunteer paid time off
Short-term and long-term disability plans

Additional information

Applicants must be legally authorized to work permanently in the country of the role at the time of application
This position is not open for Visa sponsorship or to existing Visa holders
Final candidate must successfully complete a criminal background check
Final candidate may be required to complete a pre-employment drug screen
EEO - Disabled/Veterans
Relocation assistance is not available

Job requisition: DT-20120. Posting end date: October 21, 2026 (10 days left to apply).

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1mo ago

Senior Analyst, Financial Planning and Management

Deloitte Jacksonville, FL

Jacksonville, FL

1mo ago Closed

Full time Senior Accounting Analytical Skills

This position is no longer accepting applications (closed Oct 26, 2026).

Job Description

Deloitte Global Finance supports decision-making across the organization by delivering research, analysis, and guidance on Deloitte’s financial health worldwide. In this onsite role in Jacksonville, FL, you will help drive financial planning and management by overseeing key reporting and forecasting activities and partnering with global stakeholders, including offshore resources and leadership teams.

As a Senior Analyst, Financial Planning and Management, you will translate financial activity into actionable insights for Executive Leadership, while contributing to global initiatives through ad hoc analysis, collaboration, and knowledge-sharing.

What you’ll do

Lead financial accounting and reporting, financial planning and analysis, budgeting and forecasting, and expense control, with a focus on value creation and operational efficiency.
Partner with offshore resources to develop deliverables for Executive Leadership, providing insights and guidance aligned to strong client service.
Use strong organization and attention to detail to respond quickly to leadership ad hoc requests.
Work with the Global Finance team, global leaders, and Deloitte firms on ad hoc projects and analysis, including C-suite initiatives; solicit input, direction, and develop recommendations and implementation plans.
Contribute to team-building and global brand development through learning initiatives and knowledge-sharing sessions, networking events, and related activities.

Skills and qualifications

At least 3 years of relevant finance experience, with a focus on Financial Planning and Analysis.
A Bachelor’s degree in finance or accounting, with strong analytical and quantitative skills.
Proven ability to build relationships and establish trust, identify needs, customize solutions, and motivate teams to support operational and strategic priorities.
Ability to present ideas and solutions logically and clearly to Senior Executives.
Exceptional research, analytical, and quantitative skills, with advanced attention to detail.
Capability to manage projects independently and collaboratively to achieve organizational goals.
Strong problem-solving and troubleshooting skills, with judgment aligned to organizational objectives and strategies.
Comprehensive knowledge of financial activities, including investment and expense oversight.
Excellent oral and written communication skills, including presentation and storyboarding proficiency.
Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
Proactive, results-oriented team player committed to building a high-performance team.
Ability to operate effectively in a fast-paced, matrixed environment with competing priorities and stringent deadlines.

Technology

Microsoft Excel
Microsoft PowerPoint
Microsoft Word

About Global Finance

Global Finance delivers cutting-edge research and analysis on the financial health of the Deloitte organization worldwide.
The group advises, guides, and monitors global initiatives across five major areas: tax, member-firm reporting, finance and accounting, strategic projects, and financial analysis.

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1mo ago

Director, Capital Finance

Genesee & Wyoming Railroad Services Inc. Jacksonville, FL

Jacksonville, FL

1mo ago Closed

Full time Finance Director Accounting Analytical Skills

This position is no longer accepting applications (closed Oct 25, 2026).

Job Description

The Director, Capital Finance is accountable for accurately translating the Company’s capital program into the systems of record, leading Capital and Grant/Rebillable accounting teams, and partnering with program and operational leaders to protect capital budget integrity from planning through capitalization and closeout.

Location

Jacksonville, FL (onsite)

Role Summary

The role owns accurate financial tracking of the capital program, including spend, billing, and capitalization in D365 and Adaptive. It leads Capital and Grant/Rebillable accounting teams and collaborates with program and operational leaders to maintain capital budget integrity, manage overruns and reallocations, and oversee grant and rebillable receivables.

Key Responsibilities

Own the accuracy of the capital budget in D365 and Adaptive, ensuring each approved project is correctly set up, funded to authorized amounts, and coded to the proper entity, asset class, and cost structure.
Reconcile capital information between D365, Adaptive, and project reporting so the organization relies on one set of figures rather than competing spreadsheets.
Ensure the approved capital plan is represented in the systems of record and that changes are recorded promptly with an audit trail.
Manage project financial setup, structure, and approval routing, ensuring no spend occurs on projects that are not properly authorized.
Support annual and long-range capital planning by collecting project inputs, validating assumptions, and improving consistency across submissions.
Track actual capital spend versus approved budgets and forecasts, surfacing risks, timing shifts, and management attention needs early enough to act.
Manage the end-to-end overrun process by identifying variances early, quantifying financial impact, and preparing recommendations for decision.
Manage capital reallocations between projects, preparing recommendations, documenting rationale, and executing approved transfers in the systems of record.
Maintain project-level budgets, commitments, accruals, cash flow forecasts, and variance analysis in partnership with FP&A and operating teams.
Evaluate the financial implications of cost estimate changes, schedule shifts, and scope adjustments, and communicate consequences clearly to the responsible leaders.
Lead capital accounting across cost capture, construction in progress, capitalization, in-service dating, asset creation, and the start of depreciation.
Ensure timely project closeout and capitalization in accordance with accounting policy, control requirements, and documentation standards.
Reconcile construction in progress and capital asset balances and support internal and external audit requests related to capital.
Maintain capitalization policy in practice with Technical Accounting to support consistent treatment of what is capitalized versus expensed across projects and railroads.
Oversee billing and receivables for grants and rebillable programs to federal, state, and local agencies, ensuring accurate, fully documented, complete, and on-time reimbursement submissions.
Manage grant and rebillable receivable balances, including aging, collection follow-up, and escalation, treating reimbursement cycle time as a working capital measure.
Ensure documentation standards for reimbursement are maintained during project execution, working with grant and public project teams to build the record as work is performed.
Support Section 130 crossing and other rebillable programs with the financial tracking and billing required.
Coordinate with grant teams on compliance requirements with financial impact, including eligible cost definitions, match requirements, and reporting deadlines.
Provide regular reporting on capital project status, spend, forecast changes, budget variances, and execution risks for Finance and operational leadership.
Improve visibility into capital deployment through consistent reporting tools, dashboards, and communication routines.
Support capital governance by ensuring project financial information is complete, accurate, timely, and aligned to approval requirements.
Coordinate with Accounting, Procurement, and other Finance partners on project setup, cost tracking, accruals, capitalization, and closeout.
Serve as the primary Finance partner to Program Management, Engineering, Mechanical, and field leadership throughout the capital project lifecycle.
Translate project scopes, timing, and operational needs into clear financial plans and translate financial constraints into actionable guidance for operating leaders.
Identify opportunities to simplify capital planning, tracking, reporting, and handoffs between operating teams and Finance.
Facilitate regular stakeholder reviews focused on project status, financial performance, risks, and required follow-up.
Lead the Capital and Grant/Rebillable accounting teams through their respective managers by setting performance objectives, conducting reviews, and building capability.
Develop the team’s understanding of the operating business so capital accounting judgment reflects how work is performed.
Other projects and duties as assigned.

Required Qualifications

8+ years of progressive experience in finance, capital planning, project finance, capital accounting, or operational finance support, including people leadership.
Proven ownership of capital accounting through capitalization and closeout, including construction in progress, in-service dating, and asset creation.
Experience billing and collecting grant or other reimbursable receivables from government agencies, including familiarity with required documentation.
Experience maintaining capital budgets in an ERP and a planning platform, including reconciling between them. Microsoft Dynamics 365 and Adaptive Insights experience strongly preferred.
Experience supporting capital project budgeting, forecasting, spend tracking, variance analysis, and financial reporting in a complex operating environment.
Ability to partner with operational teams and translate project scope, schedules, and execution risks into clear financial plans and management reporting.
Judgment to enforce capital discipline without becoming a barrier to field execution.
Cross-functional experience with Program Management, Engineering, Mechanical, Procurement, Accounting, and field operations.
Strong financial modeling, budgeting, forecasting, and variance analysis skills with emphasis on project-level capital spend and cash flow.
Advanced proficiency in Microsoft Excel, with the ability to build practical models, trackers, and reporting tools.
Strong reporting and data visualization skills, including dashboards, executive summaries, and recurring capital status reporting.
Prior experience improving financial processes, reporting routines, or project tracking tools preferred.
Railroad, transportation, or infrastructure experience a plus.

Education

Bachelor’s degree in Finance, Accounting, Economics, or a related field

Preferred Credentials

CPA strongly preferred due to the capital accounting scope of the role.
MBA or CFA also valued.
A mix of private and U.S. public company experience preferred.

Technologies

D365
Adaptive
Microsoft Dynamics 365
Adaptive Insights
Microsoft Excel

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1mo ago

Financial Operations Specialist II (Equipment Finance)

First Citizens Bank Jacksonville, FL

Jacksonville, FL

1mo ago Closed

Full time Accounting Analytical Skills Data Processing

This position is no longer accepting applications (closed Oct 18, 2026).

Job Description

Hybrid financial operations role supporting the Equipment Finance Division with compliance-focused workflows, transaction processing, reconciliations, and issue resolution.

Facilitate end-to-end processes and day-to-day workflow while ensuring adherence to applicable regulations and internal policies
Maintain records and operational systems required for business execution
Post payment transactions, update account information, answer payment-related inquiries, and resolve issues aligned to service standards and business goals
Receive and review incoming remittance, including checks, electronic funds transfers, credit card payments, and other payment types
Process customer/dealer refunds for overpayments, including obtaining the proper authorization and approvals
Set up, update, and cancel ACH payments as required, ensuring accurate and up-to-date information for successful transactions
Perform GAO reconciliation by comparing cash posting activity to bank deposits, identifying discrepancies, and investigating payment processing errors
Manage suspense items through regular reviews and analysis, identifying trends and improvement opportunities
Use the Five9 system for weekly outreach and research activities to partner with customers and internal stakeholders to resolve outstanding suspense items in a timely manner
Identify opportunities for process improvement, including diagnosing workflow inefficiencies
Complete assigned cases within SLA parameters with accurate operational judgment
Complete daily, weekly, and monthly reports using MS Access and Excel
Follow, develop, and implement quality assurance procedures and methodologies to surface potential issues, discrepancies, or risks in financial operations
Resolve audits and reviews of financial transactions, records, and processes to maintain compliance with regulatory standards and company policies
Contract and asset maintenance support: review and assess contract terms, ensure compliance with contract requirements, resolve disputes, monitor performance, and make amendments or updates as needed
Assist with research and clearing variances across different payment-related scenarios
Support and enable team effectiveness by guiding and assisting less experienced team members as needed
Learn group and business policies, procedures, and business systems
Learn and implement core values; complete assigned compliance and regulatory courses within required deadlines
Complete contemplated assignments within expected timeframes; support management initiatives and special projects related to maximizing portfolio performance, including cross-functional assignments
Perform system testing as required by management

Requirements

Bachelor's Degree and 1 year of experience in Banking, Finance, or Accounting
High School Diploma or GED and 5 years of experience in Banking, Finance, or Accounting

Technologies

Five9
MS Access
Excel

Position Specific Skills

Multitask: manage multiple activities simultaneously or in quick succession
Problem solving: analyze issues and apply logical reasoning to resolve complex or ambiguous problems
Cases: complete cases within SLA parameters with accurate acumen
Reports: complete daily, weekly, and monthly reports; MS Access and Excel familiarity
Policies and procedures: follow, develop, and implement quality assurance procedures and methodologies
Quality assurance: resolve audits and reviews of transactions, records, and processes for compliance with regulatory and company policy standards
Training: learn group and business policies and procedures, learn business systems, implement core values, and complete compliance and regulatory courses on time
Support: complete tasks within contemplated timeframes; support management initiatives and special projects; willing to learn new skills and support various functions
Testing: perform system testing as required by management
Variances: assist with research and clearing up all types of variances

Preferred Qualifications

Large Financial Institution experience
Advanced Access and Excel skills
Pega and/or InfoLease experience
Proven ability to follow policies and procedures

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4mo ago

Sr Workplace Benefits Product Manager - Equity Compensation Financial Reporting

Bank of America Jacksonville, FL

Jacksonville, FL

4mo ago Closed

$104k - $172k/yr Full time Employee Stock Purchase Plan Equities Equity Compensation

This position is no longer accepting applications (closed Aug 13, 2026).

Job Description

Bank of America is seeking a Senior Workplace Benefits Product Manager focused on Equity Plan Services and Financial Reporting in Jacksonville, Florida. This onsite role offers a competitive salary range of USD 104,000 to 171,600 per year and the opportunity to shape equity-based compensation reporting solutions for corporate clients. You will lead cross-functional collaboration across engineering, QA, operations, and client services to deliver scalable, regulator-ready product capabilities that drive client value.

Responsibilities

Serve as the subject matter expert on ASC 718 and related standards (including ASC 260), translating regulatory requirements into scalable product functionality.
Understand system calculations and dependencies tied to equity-based accounting needs, including Expense, Deferred Tax, Earnings Per Share Dilution, Disclosures, Proxy reporting, and Employee Stock Purchase Plan requirements.
Identify opportunities to enhance product capabilities, increase automation, and differentiate offerings in the market.
Collaborate with stakeholders to evaluate evolving regulatory changes and proactively embed them into the product roadmap.
Work closely with engineering, QA, operations, and client service teams to ensure successful product outcomes.
Partner with engineering and design to deliver high-quality features from concept through release.
Define product requirements, user stories, and acceptance criteria aligned to business outcomes.
Lead backlog prioritization to ensure delivery of high-impact capabilities.
Ensure accuracy and integrity of financial models and calculations through rigorous validation and testing oversight.
Act as a product authority in client engagements, articulating functionality, methodologies, and value proposition.
Collaborate with sales and client relationship teams to support onboarding, solution design, and complex inquiries.
Contribute to go-to-market strategy, including product positioning and RFP responses.
Own and maintain client-facing reports and user guides.

Requirements

5-7+ years of experience in product management, preferably within financial services or enterprise applications.
Hands-on experience with equity compensation accounting systems or related financial reporting platforms.
Demonstrated ability to deliver product features end-to-end in partnership with engineering teams.
Experience working directly with clients and supporting product-driven business growth.

Skills

Business Acumen
Data Management
Presentation Skills
Written and Verbal Communications
Benefits Plan Development
Business Analytics
Collaboration
Executive Presence
Sales Performance Management
Analytical Thinking
Benchmarking
Innovative Thinking
Problem Solving
Product Management

Location: Jacksonville, FL (onsite)

Shift: 1st shift (United States of America)

Hours per week: 40

Posting availability: This job will be open and accepting applications for a minimum of seven days from the date it was posted.

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4mo ago

Financial Advisor

Thrivent Jacksonville, FL

Jacksonville, FL

4mo ago Closed

Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Aug 6, 2026).

Job Description

Responsibilities

Build a financial practice guiding Christians toward financial clarity that supports lives of service and faith.
Provide personal, actionable guidance and connect clients to Thrivent products and programs.
Cultivate genuine, long-term relationships across generations, serving clients in your chosen community with trust and understanding.
Schedule client appointments by leveraging your network and Thrivent’s reputation, deliver award-winning financial workshops, and market your practice.
Maintain scheduling flexibility to support work-life balance.
Operate within a collaborative culture where colleagues help you succeed and contribute to your goals.
Access specialists across business development, marketing, technology, engagement, and seasoned advisors as you build your business.

Requirements

Bachelor’s degree or equivalent experience; military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting, and securities registration and/or insurance licensing verification, if applicable.

Benefits

Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

Desirable Characteristics

Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.