Pensacola, FL

Finance Jobs in Pensacola, FL

11 jobs found

Include remote jobs

3d ago

Sales Recruiter – Financial Advisor Talent Acquisition

Magnolia Wealth Strategies Pensacola, FL

Pensacola, FL

3d ago

$60k - $65k/yr Full time Application Tracking System Candidate Pipeline CRM

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Job Description

Magnolia Wealth Strategies is seeking a Sales Recruiter to help grow its network of prospective Financial Advisors across an assigned market. This role blends talent sourcing with business development, focusing on consistent outbound activity, relationship-building, and disciplined pipeline management rather than traditional recruiting.

Based in Pensacola, FL and working onsite, you will own prospecting and candidate progress from initial outreach through clear next steps, using data to refine sourcing methods over time. The position offers a $60,000–$65,000 annual base salary plus an incentive opportunity tied to eligible hires and recruiting outcomes.

Responsibilities

Build and maintain a consistent pipeline of prospective Financial Advisors within your assigned market.
Prospect through direct outreach and multiple channels including databases, referrals, social media, job boards, networking, events, and community relationships.
Conduct personalized outbound outreach rather than relying primarily on inbound applicants.
Develop relationships with centers of influence, community partners, educational institutions, professionals, Advisors, and employees to generate referrals.
Lead discovery conversations to understand career goals, motivations, experience, business-development potential, coachability, resilience, and overall fit.
Follow up consistently and nurture candidates who may not be ready for an immediate career move.
Manage candidates through each recruiting stage while maintaining clear next steps and follow-up commitments.
Track prospecting activity, candidate stages, sourcing sources, follow-up dates, and pipeline results in the Agency Tracking System (ATS).
Use pipeline and conversion data to identify which sourcing strategies bring the strongest candidates and adjust outreach accordingly.
Partner with Branch Leaders, Advisors, Marketing, training leaders, licensing and onboarding teams, and Home Office recruiting resources.
Represent Magnolia professionally in the market by communicating the Financial Advisor opportunity, culture, development resources, and entrepreneurial career path.
Maintain organized, accurate, and current ATS and pipeline records and continuously improve outreach using results and market feedback.
Create new candidate conversations consistently to ensure a steady stream of qualified prospects.

Requirements

2+ years of experience in recruiting, sales, business development, talent sourcing, or another relationship-driven role.
Required: experience recruiting for commission-based sales professionals or personally working in a commission-based sales role.
Proven ability to prospect, conduct outbound outreach, generate conversations, and build relationships.
Comfort working in a measurable, goal-oriented environment focused on activity and pipeline results.
Strong communication skills and the ability to build rapport quickly.
Ability to ask thoughtful questions, uncover motivations, and determine fit with the opportunity.
Persistence and follow-through, including with prospects not immediately ready to move.
Strong organizational skills to manage multiple candidates and opportunities at once.
Experience using CRM, ATS, or other pipeline-management technology.
Ability to use activity and conversion data to improve outcomes.
Experience recruiting or selling in financial services, insurance, wealth management, professional services, or an entrepreneurial sales environment is a plus.
Bachelor’s degree preferred but not required.
Willingness to travel within the assigned market, including occasional events or scheduling outside standard business hours.

Technologies

Agency Tracking System (ATS)
CRM

Benefits

$60,000–$65,000 annual base salary
Incentive opportunity tied to eligible hires, desired Advisor mix, candidate quality, consistent execution, and achievement of approved recruiting goals
Subsidized health, dental, and vision insurance
Company-paid life insurance
Short-term disability
401(k) plan with employer match
Paid time off
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance

Work Location

In person at Pensacola, FL 32503 (Required)

Application Question

Have you previously recruited for a commission-based sales role or personally worked in a commission-based position?

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5d ago

Financial Administrative Associate

Bright Bridge Ministries Pensacola, FL

Pensacola, FL

5d ago

$18+/hr Part time Accounting ADP Bookkeeping

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Job Description

Bright Bridge Ministries offers a part-time Financial Administrative Associate role in Pensacola, FL (onsite), with an eventual transition to full-time. This position supports the day-to-day financial operations of a nonprofit while using modern tools such as QuickBooks Online, ADP, and Google Workspace. The work environment includes a flexible schedule (Monday-Friday; make your own hours) and includes options for regular remote/hybrid work depending on organizational needs.

You will also have access to practical support and growth opportunities, including an employee assistance program, paid time off, parental leave, professional development assistance, and tuition reimbursement.

Responsibilities

Maintain accurate, up-to-date financial records in QuickBooks Online, including daily transactions, journal entries, deposits, expenses, and accounting activity.
Maintain the general ledger and ensure proper categorization using the organization’s chart of accounts.
Reconcile bank accounts, credit cards, and other balance sheet accounts on a monthly basis.
Assist with month-end and year-end closing procedures and ensure records are organized and audit-ready.
Organize digital records for invoices, receipts, financial statements, reconciliations, and related supporting documentation.
Process vendor invoices, bills, reimbursements, and other expenses with accurate, timely account coding and grant or departmental allocation.
Verify invoices and supporting documentation, including approvals and applicable grant or departmental allocations.
Coordinate vendor payments through approved payment methods and maintain vendor records, including payment schedules and outstanding obligations.
Record and track incoming payments, deposits, reimbursements, grants, program revenue, and other income; monitor and follow up on outstanding receivables.
Reconcile deposits and receipts to accounting records and supporting documentation; resolve discrepancies professionally with relevant staff.
Administer and process payroll through ADP, including reviewing timesheets and leave records for accuracy and completing payroll submissions.
Assist with payroll reconciliations, expense allocations, payroll tax reporting, deductions, benefits-related administration, and year-end payroll processes.
Maintain strict confidentiality for employee compensation, banking information, personnel records, and donor-related financial information.
Support cash management by monitoring bank accounts, preparing and recording authorized banking transactions, and investigating unidentified or incorrect activity.
Support grant financial tracking, including award/payment schedules, reimbursements, budgets, expenditures, and revenue by funding source, program, and grant.
Prepare and coordinate monthly and quarterly grant financial roll-up reports, consolidate reporting across multiple grants, and reconcile grant-level reports back to QuickBooks Online.
Assist with grant reimbursement requests and funder reporting, maintaining documentation to support allowability, allocation, and consistency with grant requirements.
Use Google Workspace to organize financial records and support operations (Gmail, Google Drive, Google Sheets, Google Docs, and shared calendars), including maintaining spreadsheets for tracking and reporting.
Maintain internal control compliance, including segregation of duties and payment authorization requirements.
Reconcile donation and fundraising revenue between donor management platforms and accounting records, supporting consistency across systems (Bloomerang, DonorPerfect).

Requirements

Associate degree or equivalent combination of education and relevant professional experience in accounting, bookkeeping, finance, business administration, or a related field.
Minimum 3 to 5 years of progressively responsible bookkeeping, accounting, payroll, or financial administration experience; nonprofit experience strongly preferred.
Hands-on experience with QuickBooks Online and ADP payroll systems.
Strong working knowledge of accounts payable, accounts receivable, general ledger maintenance, bank reconciliations, payroll processing, and financial recordkeeping.
Ability to prepare and reconcile monthly and quarterly reports, including grant-level financial roll-ups.
Experience tracking expenses and revenue across multiple grants, programs, departments, or funding sources.
Proficiency with Google Workspace, especially Google Sheets and Google Drive (or comparable tools).
Strong spreadsheet skills, including formulas, organization, reconciliation, and financial reporting.
Excellent organizational skills, accuracy, time management, and attention to detail.
Ability to manage competing priorities, meet recurring deadlines, and work independently.
Strong written and verbal communication skills.
Ability to handle confidential financial, payroll, employee, donor, and organizational information with discretion.

Technologies

QuickBooks Online
ADP
Google Workspace (Gmail, Google Drive, Google Sheets, Google Docs)
Bloomerang
DonorPerfect

Performance Expectations

Timely and accurate processing of accounts payable, accounts receivable, and payroll.
Complete monthly bank and balance sheet reconciliations by established deadlines.
Accuracy and timeliness of monthly and quarterly grant financial roll-up reports.
Proper documentation and allocation of expenses and revenue across grants and programs.
Maintain accurate, organized, and audit-ready financial records.
Use QuickBooks Online, ADP, and organizational productivity tools effectively.
Follow internal controls, confidentiality requirements, and organizational financial policies consistently.

Work Environment and Scheduling

Primarily office-based with regular remote/hybrid options depending on employee and organizational needs.
Frequent computer use, accounting software, spreadsheets, and electronic document management systems.
Manage recurring monthly, quarterly, and annual reporting deadlines.
Occasional additional hours may be necessary during payroll processing, financial close, grant reporting, or audit periods.

Pay and Job Type

Part-time to start, with transition to full-time
Salary: USD 18 per hourly
Also listed: From $18.50 per hour
Work location: Hybrid remote in Pensacola, FL 32505 (initially onsite per listing)
Schedule: Monday-Friday, make own hours

How to Apply

Submit a résumé and cover letter to hello@brightbridgeministries.org. Include specific examples of experience with QuickBooks Online, ADP, and monthly or quarterly grant financial reporting, along with your nonprofit bookkeeping, payroll, and financial administration experience.

Application Questions

How many years of Quickbooks Online experience do you have?
How many years of payroll experience with ADP do you have?

Preferred Qualifications

Previous bookkeeping or accounting experience with a 501(c)(3) nonprofit organization.
Experience with grant-funded programs, restricted funding, grant budgets, reimbursement requests, and funder financial reporting.
Familiarity with nonprofit accounting principles, fund accounting concepts, and restricted versus unrestricted revenue.
Experience supporting financial audits, grant monitoring, internal controls, and year-end financial close processes.
Experience with nonprofit fundraising and donor management platforms such as Bloomerang or DonorPerfect.
Experience reconciling donor management systems with accounting software.
Familiarity with Excel, advanced Google Sheets functions, and automated financial reporting workflows.

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17d ago

Financial Advisor

Magnolia Wealth Strategies Pensacola, FL

Pensacola, FL

17d ago

$50k - $100k/yr Full time Advisor Asset & Wealth Management Business Development

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Job Description

Magnolia Wealth Strategies is seeking a Financial Advisor to establish and expand a production-based financial services practice serving individuals, families, and business owners. The role emphasizes holistic planning, protection solutions, and ongoing guidance as client needs evolve.

Role Summary

In this position, you will build and grow a client-centered practice using strategies spanning protection, financial planning, and wealth management. This opportunity is designed for advisors who can develop relationships and deliver informed recommendations. Candidates must be located in Louisiana, Mississippi, Alabama, or Gulf North-West Florida.

Key Responsibilities

Build and grow your own financial services practice while helping individuals, families, and business owners make informed decisions about their financial futures
Develop trusted client relationships through consistent engagement and relationship building
Understand each client’s goals and needs to support appropriate planning outcomes
Apply a holistic approach to identifying strategies across protection, financial planning, wealth management, and other solutions available through the firm
Develop new client relationships
Deepen and maintain existing relationships over time
Create and implement appropriate financial strategies
Provide ongoing guidance as client needs evolve

Required Qualifications

Bachelor’s Degree or work-related experience
State insurance licensed for Life, Accident, and Health, or willingness to obtain licensing
Excellent financial, analytical, and critical-thinking skills
Ability to problem solve to reach resolution
Ability to collaborate with others and work independently
Strong written and verbal communication skills
Series 6/7 preferred, not required
MUST be located in Louisiana, Mississippi, Alabama, or Gulf North-West Florida

Compensation and Pay

Pay: $50,000.00 - $100,000.00 per year

Benefits

Performance based pay including commissions, bonuses, and incentives
401(k) and 401(k) matching
Full scale Health and Wellness insurance (Health, Dental, Vision, Life+)
Professional development assistance
Business owner opportunity
Flexible schedule
Dental insurance
Health insurance
Life insurance
Vision insurance

Qualities and Work Style

Willingness to learn
Strong communication and relationship-building skills with a focus on putting people first
Problem solver
Dedicated individual with independence, self-motivation, and goal orientation
Leader, coach, and mentor
Successful sales experience
Ability to listen and obtain knowledge of products and services
Belief in the products being sold

What the Firm Provides

Leadership support, business advice, and guidance
Opportunities for collaboration and mentorship
Cutting-edge technologies to support seamless business operations
A supportive environment that emphasizes collaboration
Training and tools
A vast variety of products and services
Flexibility to grow your practice your way

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1mo ago

Associate Risk Analyst (Finance/Accounting Controls Testing)

Navy Federal Credit Union Pensacola, FL

Pensacola, FL

1mo ago Closed

$29 - $36/hr Full time Accounting Analytical Skills Associate

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

Job Description

Navy Federal Credit Union is hiring an Associate Risk Analyst to support the organization’s risk function, with an emphasis on evaluating and testing internal controls across accounting and finance processes. Working onsite in Pensacola, this role assists with risk assessment activities and may also support RCSA and SOC-1 review processes under close supervision.

The position focuses on documenting control testing work, analyzing risks of varying complexity, and translating findings into practical recommendations for risk mitigation and process improvement.

Key Responsibilities

Document and test internal controls for Finance and Accounting processes
Plan research for and help develop specialized risk assessment scopes
Collaborate with management and personnel to optimize the development of risk assessment scope
Identify potential business risks, operational and regulatory process deficiencies, and improvement opportunities
Gather and synthesize data; present conclusions and recommend risk mitigation, remediation, and process improvement solutions to management
Lead or conduct, and provide expertise with, the administration of specialized risk assessment and testing lifecycles for business activities, processes, policies, and procedures to support operational effectiveness and compliance with regulatory requirements, federal and state laws, and Navy Federal quality control standards, policies, and procedures
Recommend additional controls and corrective actions to improve the efficiency and effectiveness of operations and risk mitigation processes

Qualifications

Understanding of risk-based auditing techniques and methodologies
Understanding of applicable federal and state regulations, company policies, and industry best practices
Basic project management skills
Exposure to operational and regulatory risk controls concepts and practices
Familiarity with organizing and executing risk mitigation and process improvement initiatives
Bachelor’s Degree in Business Administration, Auditing, or a related field (or an equivalent combination of training, education, and experience)

Desired Qualifications

Master’s Degree in a related field (or equivalent combination of training, education, and experience)
Undergraduate or graduate degree in Accounting or Finance
Experience and/or exposure to accounting, financial reporting, and/or auditing concepts
Experience and/or exposure to AI tools

Schedule and Location

Hours: Monday through Friday, 8:00AM - 4:30PM
Work location: 5510 Heritage Oaks Drive, Pensacola, FL 32526 (onsite)

Salary

Compensation: USD 29 to 36 per hour

In this role, you will remain cognizant of and adhere to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

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2mo ago

Finance Director

Risk Management Foundation Pensacola, FL

Pensacola, FL

2mo ago Closed

$50k - $50k/yr Part time Finance Director Accounting Financial Analysis

This position is no longer accepting applications (closed Sep 8, 2026).

Job Description

The Finance Director (1099) is a part-time, hybrid role supporting Risk Management Foundation with strategic financial oversight, analysis, and compliance coordination alongside an outsourced accounting function. The position emphasizes review and judgment across reporting, cash flow, budgeting, real-estate and lending finance activities, and committee support.

Role Overview

In this independent contractor engagement, you will report to the CEO with regular exposure to the Board and committee work. The schedule is 2–3 days per week, based in Pensacola, FL (hybrid). This role is compensated as a 1099 retainer of $50,000 per year, with separate consulting fees for acquisition and loan origination projects.

Key Responsibilities

Review monthly financials prepared by outsourced accounting.
Maintain internal controls and financial policies.
Ensure clean documentation and audit-ready files.
Provide direction to the Accounting Support Specialist.
Lead the annual audit, supported by an outside accounting firm.
Coordinate with the CPA on 990 and 990-T filings and state requirements.
Oversee regulatory filings and ongoing compliance requirements.
Manage loan covenant and reserve-fund reporting.
Enhance internal controls, policies, and best practices related to real estate finance.
Prepare monthly cash flow forecasts and monitor liquidity and payment timing.
Support banking relationships.
Build annual budgets and rolling forecasts for RMF, CHI, and subsidiaries.
Provide variance analysis and financial insights for leadership and committees.
Support pricing and long-term planning.
Maintain loan schedules and ongoing compliance documentation.
Maintain acquisition documentation.
Support 501(c)(7) lending and service committees, including financial materials for the Board.
Prepare and support committee materials for new acquisitions and new loan originations, including underwriting, modeling, due diligence, collateral verification, lender/title coordination, and closing support.
Support the Investment Committee and Finance & Acquisitions Committee.
Provide clear, concise financial communication across stakeholders.

Required Qualifications

7+ years of progressive accounting/finance experience.
Strong knowledge of GAAP.
Real-estate finance experience required.
Strong financial modeling skills and proficiency with Excel and Sheets.
Experience working with outsourced accounting teams.
Clear communicator with steady, reliable, detail-oriented execution.

Preferred Qualifications

Experience with nonprofits or small organizations preferred.
Familiarity with fraternal organizations, Greek housing, or 501(c)(7) entities preferred.
Working knowledge of captive insurance programs, including captive accounting, reserves, regulatory reporting, and related risk-financing structures strongly preferred.

Tools and Technologies

GAAP
Excel
Sheets

Compensation and Work Schedule

Job type: part time (independent contractor, 1099)
Schedule: 2–3 days per week
Pay: $50,000.00 per year
Additional fees: acquisition and loan origination projects compensated separately as consulting fees
Work location: Hybrid remote in Pensacola, FL 32502

Relocation

Relocation assistance

Application Questions

Have you financially modeled a real estate acquisition or loan origination end to end? What were the key assumptions, and how did you present the analysis to a decision-making body?
Briefly describe a time you built a cash flow forecast for an organization with multiple entities or subsidiaries. How did you handle inter-company flows or varied revenue timing?
This is a part-time 1099 engagement at 2–3 days per week. What does your current professional setup look like, and how do you manage priorities across multiple commitments?

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3mo ago

Financial Fiduciary Advisor - Series 65

Roberts Wealth Management Pensacola, FL

Pensacola, FL

3mo ago Closed

$70k - $110k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jul 30, 2026).

Job Description

Join Roberts Wealth Management as a Financial Fiduciary Advisor, guiding clients toward financial goals with in-house marketing support and a high-volume meeting cadence.

Responsibilities

Support clients in reaching their financial objectives.
Coordinate and schedule all advisor meetings through the in-house marketing team and client liaisons.
Provide exceptional service to both clients and advisors.
Maintain a high cadence of client meetings, averaging four to six per day.

Requirements

Series 65 license required
Life insurance license required

Benefits

Dental insurance
Health insurance
Life insurance

Qualifications

Series 65 license required
Life insurance license required
Bachelor's degree in Finance, Business, or related field preferred
Proven experience in financial advising or wealth management
Strong understanding of investment products and financial markets
Excellent communication and interpersonal skills
Ability to work independently and as part of a team

Job Type

Full-time

Pay

$70,000.00 - $110,000.00 per year

Schedule

8 hour shift

Supplemental Pay

Bonus opportunities

Experience

Financial Planning and Sales: 5 years (Required)

Work Location

In person, Pensacola, FL

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6mo ago

Financial Analyst

Gulf Winds Credit Union Pensacola, FL

Pensacola, FL

6mo ago Closed

$60k+/yr Full time Analyst Budgeting Data Analysis

This position is no longer accepting applications (closed Apr 30, 2026).

Job Description

Join Gulf Winds Credit Union in Pensacola, a community-focused financial cooperative with over $1 billion in assets and more than 83,000 members across Florida, Alabama, and Georgia. This onsite Financial Analyst role offers a salary of USD 60,000 per year and requires a bachelor’s degree in finance, accounting, or economics with at least 2 years of relevant experience. You will support the VP of Finance with rigorous analysis, modeling, and reporting to guide strategic decisions across the organization.

Benefits and culture

Open and transparent communication with leaders
Consistent coaching and opportunities to improve performance
Collaborative, team-focused environment
Short and long-term professional development opportunities
Chance to participate in cross-functional projects

Our values guide daily work: Integrity, Care, Growth, and Innovation. These commitments shape our service to members, our community, and one another.

Role overview

This position supports the Vice President of Finance in delivering financial analysis, modeling, and reporting to inform strategic objectives. You will maintain and enhance the Axiom Financial Management ecosystem, support ALM and liquidity analysis, and contribute to budgeting, forecasting, and profitability efforts, providing cross-functional financial insights to leadership.

Responsibilities

Maintain and optimize the Axiom Financial Information System to enable timely models for budgeting, forecasting, profitability, and strategy.
Analyze financial performance against budget, forecast, and prior periods to identify drivers and variances.
Develop scenario analyses for balance sheet strategy, pricing decisions, and growth initiatives.
Assist in evaluating product profitability, funding costs, and margin impacts.
Contribute to the annual budget and periodic forecasts within the Axiom system.
Support variance analysis and forecasting updates based on performance and changing assumptions.
Maintain schedules and documentation for budget and forecast assumptions.
Support ALM and Liquidity Risk Models, including inputs, assumptions, and scenario outputs.
Assist in preparing ALCO reporting.
Validate model outputs for consistency with underlying financial data.
Monitor key interest rate and liquidity risk metrics and document assumptions.
Track daily cash balances and concentration limits.
Support the VP of Finance in maintaining the Financial Management System with accurate data across models and reports.
Perform data reconciliations between source systems and financial models.
Help improve model efficiency, automation, and reporting processes.
Collaborate with Business Intelligence to align financial data with enterprise reporting.
Assist in investment portfolio maintenance and transaction decisions.
Validate safekeeping and collateral positions.
Assist with purchase and sale documentation and settlement validation.
Prepare monthly, quarterly, and annual reports with analysis of the presented information, including liquidity, investments, delinquency, production, financials, consolidation, and regulatory reports.
Perform other related duties as assigned.

Requirements

2 to 5 years of experience in financial analysis, banking, credit unions, or related fields preferred.
Strong financial modeling and analytical skills; Excel proficiency required; experience with Axiom or similar systems preferred.
Understanding of financial statements for financial institutions.
Familiarity with ALM concepts, interest rate risk, and liquidity management preferred.
Knowledge of GAAP and basic regulatory reporting.