Winter Park, FL

Finance Jobs in Winter Park, FL

2 jobs found

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30d ago

Associate Cost Controller

CyberCoders Winter Park, FL

Winter Park, FL

30d ago

$80k - $90k/yr Full time Accounting Associate Audit Support

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Job Description

Overview

Based in Winter Park, Florida, the Associate Cost Controller oversees the division’s complete financial lifecycle, including month-end close, budgeting, forecasting, audit support, and project cost analysis. This role leads a small accounting team and collaborates with project managers and engineers to drive strong financial performance and accurate reporting.

To express interest or verify qualifications, contact Michael Crabtree at michael.crabtree@cybercoders.com

Key Responsibilities

Prepare monthly financial statements and present results to senior leadership.
Analyze financial data and develop strategies to support business performance goals.
Manage daily financial operations for the division.
Supervise a team of three accountants.
Lead month-end, quarter-end, and year-end close processes.
Prepare division-level budgets and forecasts and communicate results to executives.
Collaborate with Project Managers and Engineers on project budgeting and cost control.
Conduct periodic jobsite visits to review project financials.
Prepare monthly journal entries and maintain accurate financial records.
Support internal and external audits.
Maintain confidentiality, data integrity, and compliance with reporting standards.
Perform other financial or administrative tasks as assigned.

Qualifications

5+ years of experience in accounting or finance roles.
Strong analytical capabilities and attention to detail.
Experience supervising or leading a team.
Proficiency with Microsoft Office Suite.
Strong verbal and written communication skills.
Ability to analyze complex financial data.
Ability to handle confidential information responsibly.

Benefits

Salary $80,000 to $90,000 (based on experience).
Company vehicle or allowance.
Medical and Vision Insurance
Dental Insurance
Sick Leave
Paid Vacation and Holiday Pay
401(k) Plan

Work Authorization

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.

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1mo ago

Paraplanner / Registered Series 7 Associate

TSG Financial Advisors Winter Park, FL

Winter Park, FL

1mo ago

$55k - $70k/yr Full time Ameriprise Asset Allocation Associate

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Job Description

Position Overview

Take on an essential role within a fast paced, client focused financial planning practice. As an on site paraplanner with a FINRA Series 7 license, you will support financial advisors at a high level. You will be employed by an independent advisor franchise partner operating a financial advisory practice affiliated with Ameriprise Financial, assisting in daily operations while upholding strict ethical and regulatory standards.

Key Responsibilities

Prepare ongoing financial planning deliverables
Assist with the client implementation process
Review clients' existing holdings and overall asset allocation to recommend allocation changes and rebalancing
Execute trades
Produce portfolio illustrations and hypotheticals
Develop appropriate product deliverables
Provide current economic and market information during portfolio management meetings
Communicate with and service high net worth clients
Utilize the web based contact management system to monitor client issues
Develop and prepare insurance illustrations
Analyze insurance illustrations and contracts
Track insurance underwriting progress
Stay up to date with insurance industry trends and complete required continuing education courses or seminars
Manage retirement plan systems such as SRAs, SEPs, and 401Ks
Supervise and evaluate paraplanner assistants
Act as a technical resource, providing training and support to team members
Perform other duties as assigned by the advisor

Minimum Qualifications

Series 7 license, and Series 65 or 66
Life and Health insurance license
3 to 5 years of direct experience in the financial services industry
Strong communication and analytical skills
Excellent organizational and multi tasking abilities
Tech driven and proficient with financial technology
Positive attitude and professionalism
Motivation for ongoing self improvement

Compensation and Benefits

Salary is commensurate with relevant experience.

Benefits include paid vacation, sick days, and holidays per practice policy
Employer sponsored health insurance, paid dental, life and disability insurance
401(k) retirement plan available after completing the qualified year

Compensation Details

Pay: $55,000.00 - $70,000.00 per year

Location and Work Arrangement

Work Location: On site

Location: Winter Park, FL 32789

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Finance Jobs in Winter Park, FL

Associate Cost Controller

Paraplanner / Registered Series 7 Associate

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