Tampa, FL

Finance Jobs in Tampa, FL

25 jobs found

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Today

Financial Benefits Consultant

OneDigital Tampa, FL

Tampa, FL

Today

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)

Tools

Microsoft Office
Microsoft Excel

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9d ago

Senior Financial Analyst, Procurement

Refresco Tampa, FL

Tampa, FL

9d ago

Full time Senior Accounting Analytical Skills

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Job Description

Refresco is hiring a Senior Financial Analyst, Procurement to support procurement finance in Tampa, Florida. This onsite role reports to the Manager Procurement Finance and combines financial modeling, monthly reporting, and SAP-focused maintenance to enable day to day procurement operations and special projects.

The position centers on turning financial and purchasing data into clear analysis for senior stakeholders, while maintaining the integrity of procurement-related master and transactional information in SAP. The role also partners closely with procurement category leaders, Senior Buyers, cross functional teams, and Global Procurement to keep forecasting, standard costs, pricing, and reporting aligned with business needs.

Key Responsibilities

Apply accounting knowledge and advanced Excel skills to communicate financial data and insights for decision making at senior levels.
Partner with procurement category leaders and cross functional teams to build financial models and provide analysis for procurement operations and special projects.
Build, maintain, and improve commodity models, researching market activity and delivering analytics to internal customers.
Support SAP purchasing processes including Material Master Maintenance, Standard Cost Maintenance, and purchasing file updates.
Maintain vendor and contract information in SAP, including Vendor Contract and Info Record Maintenance, Contract Maintenance, and all other purchasing related files.
Own critical components of monthly financial reporting deliverables and support periodic forecasting.
Translate complex issues into concise, simplified written explanations backed by detailed analysis, using effective storytelling to engage stakeholders.
Proactively analyze and provide data, working with partners to reach agreement on relevant procurement finance topics.
Ensure timely entry and ongoing maintenance of purchasing related information into SAP, continuously verifying system data integrity for purchasing and costing ownership files.
Provide reports and respond to inquiries for Global Procurement covering forecasting, inventory, historical purchases, claims, and other related topics.
With support of Senior Buyers, help ensure smooth transitions during product changes, including introductions, deletions, or raw material changes, maintaining and communicating purchasing data accurately and quickly.
Update price sheets using information provided by Senior Buyers through SharePoint.
Serve as a key contact for Accounts Payable, providing immediate responses and confirmation of invoice price discrepancies.
Accumulate, verify, and enter Standard Costs in SAP.
Provide additional administrative support to the Procurement Finance Manager as needed.

Requirements

Advanced Excel knowledge is required.
Proficiency with PowerPoint and Word, and willingness to learn additional software applications.
Good working knowledge of SAP (or other ERP systems).
Accounting knowledge and experience, with strong analytical, organization, and communication skills.
Ability to identify problems and resolve them with minimal supervision.
Bachelor’s degree in Business (finance or accounting); MBA or master-level education is a plus.
3 to 5 years of relevant finance experience; consumer packaged goods (CPG) and/or manufacturing experience preferred.
Experience working cross functionally with other business teams.
Finance or Accounting accreditation preferred (e.g., CFA, CA, or CPA), but not required.

Technologies

SAP
Excel
PowerPoint
Word
SharePoint

Benefits

Medical/Dental/Vision Insurance
Health Savings Accounts and Flexible Spending Accounts
Life and AD&D Insurance, critical illness, hospital indemnity, and accident insurance
Short-term disability and long-term disability
Pet Insurance
Legal Benefits
401(k) Savings Plan with Company Match
12 Paid Holidays
Vacation Days and Paid Sick Time Off Days
Well-being Benefit
Discount and Total Reward Programs

Working Conditions

Physical Demands: Continuously sitting for prolonged periods, as the job is administrative in nature.
Visual/Sensory: Attention to detail with attention to one or two senses at a time.
Work Environment: Fast paced environment requiring focus under pressure.
Mental Stress: Pronounced pressure from deadlines, project management, accuracy, or similar demands.

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19d ago

Senior Finance Business Partner

Deloitte Tampa, FL

Tampa, FL

19d ago

Full time Senior Accounting Analytical Skills

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Job Description

The Senior Finance Business Partner role supports business decision-making by leading key finance processes and delivering executive-level insights. Working onsite in Tampa, FL, the position partners with global finance leaders and member firms while managing reporting, planning, and financial controls.

Key Responsibilities

Lead financial reporting, budgeting, forecasting, and expense management activities, translating results into insights that support business decision-making and operational efficiency.
Partner with offshore resources and finance colleagues to produce executive-level reporting, dashboards, analysis, and presentations for leadership.
Provide financial analysis and recommendations to support strategic initiatives, performance management, and ad hoc leadership requests.
Collaborate with Global Finance leaders and member firms on cross-functional projects, developing actionable recommendations and implementation plans.
Manage financial controls, reconciliations, billing, recovery, and reporting processes to maintain accuracy, compliance, and effective governance.
Support team development through knowledge sharing, process improvement initiatives, and collaboration across the global finance network.

Required Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related discipline (or equivalent experience).
Minimum 3 years of experience in Financial Planning & Analysis (FP&A), financial reporting, budgeting, forecasting, and management reporting.
Experience supporting executive reporting and business decision-making within a complex, global organization.
Advanced proficiency in Microsoft Excel, PowerPoint, and Word.

Preferred Skills and Tools

Experience with SAP.
Experience with Power BI and data visualization tools.

Technologies

Microsoft Excel
Microsoft PowerPoint
Microsoft Word
SAP
Power BI
Data visualization tools

Benefits

Limited immigration sponsorship may be available.

About the Team

The Global Finance team provides research and analysis focused on the financial health of the Deloitte organization worldwide. The team 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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2mo ago

Financial Analyst

Diversified Maintenance Tampa, FL

Tampa, FL

2mo ago Closed

Full time Accounting Analytical Skills Budget Management

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

Job Description

Diversified Maintenance is looking for a Financial Analyst to support strategic decision-making through rigorous financial analysis, forecasting, and reporting. Based in Tampa, FL onsite, this role helps guide planning, investment-related evaluations, and continuous improvements to financial controls and systems.

What you can expect

In this position, you will build and refine financial models, partner with leadership on budgets and performance reviews, and communicate insights in a clear, business-friendly way. You will also contribute to more efficient, accurate financial processes by evaluating and improving internal controls and financial systems.

Responsibilities

Develop complex models to project future financial performance and analyze key business drivers
Prepare annual budgets and conduct monthly reviews comparing actual results to forecasts, including identifying cost-saving opportunities
Advise management on investment decisions, mergers, acquisitions, and financial risks
Create, present, and interpret monthly, quarterly, and annual financial reports for executive leadership
Evaluate and improve internal financial controls and systems to increase efficiency and accuracy

Requirements

Bachelor’s degree in finance, accounting, or economics
Minimum four (4) years of experience in financial planning, analysis, or related finance and accounting fields
Expert-level proficiency in Microsoft Excel and Microsoft PowerPoint
Experience with ERP systems including Oracle and WinTeam
Strong analytical thinking and complex problem-solving skills, with the ability to clearly communicate findings to non-financial stakeholders
Business-level oral and written communication skills; ability to speak, read, and write fluently in English
Ability to multitask and adapt to changing environments
Excellent customer service and active listening skills
Ability to lead and encourage teamwork, along with skills to negotiate and resolve conflict

Tools you’ll use

Microsoft Excel, Microsoft PowerPoint
Oracle, WinTeam

Benefits

Medical, dental, vision, basic life, AD&D, retirement plan, and disability insurance
Eight paid holidays annually, five sick days, and four personal days
Vacation time available at an accrual rate of 3.08 hours biweekly; unused vacation is paid out only where required by law

Preferred qualifications

Master’s degree in Business Administration (MBA)
Certified Public Accountant (CPA)
Bilingual ability to speak, read, and write in Spanish, French, or other languages
Prior cleaning or janitorial experience
Familiarity with custodial practices and commercial cleaning standards
Knowledge of floor care techniques including buffing and waxing
Experience in industrial cleaning or facilities maintenance

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2mo ago

Financial Advisor

Florida Financial Advisors Tampa, FL

Tampa, FL

2mo ago Closed

$100k+/yr Full time Advisor Financial Advisor Financial Planning

This position is no longer accepting applications (closed Sep 1, 2026).

Job Description

The Financial Advisor role in Tampa, FL centers on comprehensive financial planning and wealth management, with thorough training and clear pathways for career progression.

Responsibilities

Prospect and schedule appointments with potential clients
Consult with clients to assess financial needs and objectives
Design tailored financial plans aimed at achieving each client’s goals
Maintain ongoing client relationships and monitor progress over time
Provide continuous guidance and support to clients

Requirements

An associate degree in business or a related field
Eligibility to obtain Series licenses
Must be a U.S. citizen or permanent resident

Benefits

Health insurance
Life insurance
Retirement plan

About Us

Florida Financial Advisors supports clients in achieving financial success by guiding their finances. No prior finance experience is required to join the team, but energy, strong interpersonal skills, a solid work ethic, and an entrepreneurial mindset are valued. The firm provides extensive training, resources, and ongoing support to help you reach your best.

Compensation

USD 100,000 per year

Location

Tampa, Florida (onsite)

Work Location

In person

Job Type

Full-time

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2mo ago

Sr. Relationship Manager - Global Commercial Banking – Dealer Financial Services

Bank of America Tampa, FL

Tampa, FL

2mo ago Closed

Full time Senior Automotive Finance Bank of America

This position is no longer accepting applications (closed Aug 27, 2026).

Job Description

Bank of America seeks a Senior Relationship Manager for Dealer Financial Services within its Commercial Banking division. Based in Tampa and onsite, this role centers on initiating, managing, and expanding dealer-focused commercial relationships while growing a robust portfolio in a major market. You will leverage a comprehensive suite of offerings, from floor plan lines of credit and term loans to treasury, merchant services, and benefits solutions.

Location

Tampa, FL (onsite)

Responsibilities

Initiate, maintain, and expand both new and existing dealer commercial client relationships, building a strong dealer portfolio.
Focus on establishing brand-new DFS and Bank relationships while sustaining relationships with our significant existing clients.
Grow a dealer portfolio in a major market leveraging the Bank of America brand and product capabilities to support growth.
Offer a wide range of products, including new and used vehicle floor plan lines of credit, term loans (real estate secured and other), DDA/Treasury, Merchant Services, and 401k/Employee Benefits services.
Demonstrate extensive product knowledge and the ability to prospect, market, prioritize, and solicit appropriate dealer commercial clients.
Assess client needs to determine optimum solutions and lead a team of product professionals to achieve DFS revenue objectives.

Requirements

Minimum of 10 years of broad-based sales experience within Commercial Dealership Sales (Floor Plan, Real Estate or Treasury Loans) or Sales experience in the Dealer Captive Market with a commercial focus.
Extensive experience in financial analysis and a thorough understanding of dealership financial statements.
Ability to review and assess the strength and weaknesses of income statements and balance sheets with emphasis on cash flow and liquidity.
Skilled in evaluating a company’s historical and current financial condition using ratios, the asset conversion cycle, and cash flow to inform loan structuring.
Understanding of clients’ business strategies and needs, with the ability to apply sound accounting principles to credit analysis.
Ability to leverage technology, tools, and resources to optimize financial management and to bring in partners when appropriate to support a sales opportunity.
Knowledge of where to find industry information and capability to use data to inform pre-call planning.
Deep familiarity with the customer’s business to uncover needs and tailor bank solutions, including a broad array of Treasury, Credit, and Digital capabilities to drive growth.

Shift

Shift: 1st shift (United States of America)

Hours per week

Hours per week: 40

Education & Experience

Education: Undergraduate degree
Experience: 10 years of broad-based sales experience within Commercial Dealership Sales (Floor Plan, Real Estate or Treasury Loans) or Sales Experience within the Dealer Captive Market focusing on the commercial market

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3mo ago

Financial Analyst, Accounting & Commercial Finance

Philip Morris International U.S. Tampa, FL

Tampa, FL

3mo ago Closed

$88k - $110k/yr Full time Accounting Analytical Skills Budgeting

This position is no longer accepting applications (closed Aug 11, 2026).

Job Description

Hybrid Financial Analyst role in Tampa, FL, supporting PMI's Trade Marketing and Commercial Finance with financial planning, accounting oversight, and analytical decision support.

Responsibilities

Develop monthly promotional spend forecasts across multiple brands and cost drivers, clearly communicating assumptions and business impacts.
Oversee trade and promotional accounting activities, including accruals, allowances, rebates, deductions, and related journal entries in accordance with U.S. GAAP and company policies.
Support month-end, quarter-end, and year-end close processes by ensuring accurate financial reporting, reconciliations, and reserve calculations.
Perform detailed variance analysis between actuals, forecasts, budgets, and prior-year results, identifying key drivers, risks, and opportunities.
Develop forecasts, annual budgets, and long-range plans.
Build scenario models, business cases, and ad hoc analyses to support commercial strategies, pricing decisions, and trade investment optimization.
Support net working capital management and cash flow forecasting through analysis of trade-related balances and spending patterns.
Collaborate with Sales, Marketing, Accounting, Tax, Internal Controls, and Operations to align business activities with financial objectives and accounting requirements.
Support internal, external, and SOX audits by maintaining strong controls, documentation, and compliance with financial policies.
Drive continuous improvement through automation, reporting enhancements, data governance, and process optimization initiatives.

Requirements

Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field; CPA, CMA, or MBA preferred.
3–5 years of experience in Accounting, FP&A, Trade Finance, Commercial Finance, or related finance roles, preferably within the CPG industry.
Strong knowledge of U.S. GAAP, accrual accounting, financial reporting, trade spending, reserves, and internal controls.
Experience supporting month-end close, reconciliations, financial statement analysis, audit requirements, and accounting compliance.
Proven experience in budgeting, forecasting, long-range planning, variance analysis, management reporting, and financial performance monitoring.
Strong financial modeling, scenario planning, and business case development skills, with the ability to support strategic decision-making.
Advanced analytical and problem-solving capabilities, including the ability to translate complex data into actionable business insights.
Demonstrated success partnering with cross-functional teams and influencing business decisions through financial analysis and recommendations.
Advanced proficiency in Microsoft Excel, Power BI, PowerPoint, and financial planning/reporting systems, with a focus on automation and process improvement.
Legally authorized to work in the United States and comfortable operating in a fast-paced, deadline-driven environment.