Team Environment

Team Environment Finance Jobs

314 jobs found

1mo ago

Controller – Accounting & Financial Operations

Green Dynamix Lake City, FL

Lake City, FL

1mo ago

Full time Accounting Accounts Payable Accounts Receivable

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Job Description

Overview

Green Dynamix is seeking an experienced, team-oriented Controller to lead the financial operations of a growing wholesale plant material sourcing and logistics business serving professional landscaping contractors across the Southeast. This full-time, on-site role is ideal for a financial leader who thrives in a fast-paced environment and helps drive company growth through strong financial leadership, disciplined operations, and collaboration with executive leadership. Green Dynamix serves a regional client base in Florida, Georgia, and South Carolina, providing consolidated plant sourcing and reliable jobsite delivery services for commercial and high-end residential landscaping projects. The position is based in Lake City, Florida.

The Controller will manage the company’s accounting and team operations, financial reporting, budgeting, and internal controls. This role reports to the company president and partners with other leaders to deliver financial insight and maintain robust financial discipline as we pursue growth in new areas. The Controller will supervise staff across accounting, operations, administrative, and sales support functions, driving improvements in financial processes and reporting systems both internally and externally.

Key Responsibilities

Financial Management: Oversee all accounting functions including accounts payable, accounts receivable, payroll, and the general ledger; prepare monthly, quarterly, and annual financial statements; monitor financial performance and provide reports to leadership; manage payroll processes with accuracy and compliance.
Financial Analysis & Reporting: Analyze results, identify trends, and deliver insights to support operational and strategic decisions; maintain accurate financial records and reporting systems.
Budgeting & Forecasting: Lead the annual budgeting process; monitor budgets and financial performance throughout the year; manage cash flow and working capital planning.
Compliance, Risk Management & Administration: Maintain internal financial controls and accounting procedures; ensure compliance with federal, state, and local tax regulations including sales tax filings; manage workers’ compensation reporting and compliance; oversee insurance policies and renewals; coordinate with external accountants, tax professionals, and advisors.
Employee Benefits & Payroll Administration: Administer employee benefits programs including medical, dental, vision, and retirement plans; manage Simple IRA plan administration and compliance; support onboarding processes related to payroll and benefits enrollment.
Team Leadership: Supervise accounting, operations, administrative, and sales support staff; establish and maintain efficient financial processes; support continuous improvement in accounting and reporting systems.

Qualifications

Bachelor’s degree in accounting, finance, or a closely related field (Required)
5+ years of accounting or financial management experience (Required)
Exceptional knowledge of financial reporting and internal controls (Required)
Advanced proficiency in Microsoft Excel and financial reporting tools (Required)
Microsoft Dynamics 365: 1 year of experience (Preferred)
CPA certification (Preferred)
Advanced proficiency and experience with ERP systems; Microsoft Dynamics 365 Finance & Operations experience is a major advantage (Preferred)
Experience in wholesale distribution, logistics, or similar industries (Preferred)

Candidate Profile

A detail-oriented, highly organized team player who inspires others toward success
Comfortable working in a fast-moving business environment and collaborating across all departments
Able to translate financial data into clear insights that drive growth
Strong communicator who partners with leadership and team members to achieve strong business outcomes

About Green Dynamix

Green Dynamix is a mid-sized wholesale plant material sourcing and logistics company headquartered in Lake City, Florida. We serve landscaping professionals across Florida, Georgia, and South Carolina by delivering consolidated plant sourcing and dependable jobsite delivery services for landscape installation projects.

Location and Schedule

The on-site Lake City office is located at 1550 SW Bedenbaugh Lane, Lake City, FL 32025. This position is on-site.

Schedule: Monday – Friday, 8:00 a.m. to 5:00 p.m.

Compensation and Benefits

Competitive compensation
Opportunity to play a key role in a growing company
Collaborative leadership team
Long-term growth potential
Medical
Dental
Vision
Simple IRA Retirement Savings Plan
Paid major holidays
Paid time off
Privately owned and operated company

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1mo ago

EXPERIENCED AUTOMOTIVE CONTROLLER

Confidential Los Angeles, CA

Los Angeles, CA

1mo ago

$110k - $150k/yr Full time Senior Accounting Automotive

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Job Description

Role Summary

We are seeking a seasoned automotive controller to guide the financial operations for our Los Angeles area dealership. Join our fast growing automotive dealership and bring your expertise to lead our financial operation. The role offers a competitive salary, benefits, and a dynamic team environment.

Location

Los Angeles, CA

Responsibilities

Understand general ledger
Payroll and utilities
Cash forecasting and management
Revenue and expenditure variance analysis
Monitor and analyze accounting data
Produce financial reports or statements
Enforce proper accounting methods, policies and principles
Hire and direct staff to ensure compliance and accuracy
Meet financial accounting objectives
Enforce proper accounting methods, policies and principles
Direct staff to ensure compliance and accuracy
Meet financial accounting objectives
Improve systems and procedures and initiate corrective actions

Qualifications and Skills

Prior 5 year Automotive Dealership controller experience is required
Reynolds and Reynolds experience strongly preferred
Advanced computer skills on MS Office, and Google Suite
Proven knowledge of bookkeeping and accounting principles, practices, standards, laws and regulations
High attention to detail and accuracy

Experience

Accounting: 5+ years
Automotive Controller: 5 years
Automotive Accounting: 5 years (Preferred)

Compensation and Benefits

Salary: $110,000.00 - $150,000.00 per year
Dental insurance
Health insurance
Vision insurance
Flexible spending account
Life insurance
Paid time off

Job Details

Job Type: Full-time
Schedule: Monday to Friday
Supplemental Pay: Bonus opportunities
Work Location: In person
Physical Setting: Office

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1mo ago

Sr. Finance Manager

Performance Foodservice Temple, TX

Temple, TX

1mo ago

Full time Manager Annual Operating Plan AOP

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Job Description

Job Summary

The Senior Finance Manager will serve as a senior leadership role reporting to the location President. This position oversees all financial activities, including closing the books, and leads the FP&A function, shaping financial strategy, building detailed forecasts, and delivering analytical insights to support decision-making at the senior executive level.

Location: Temple, TX 76501

Position Details

Experience in the foodservice industry is preferred
Organizational skills are essential
Project management, development, and implementation expertise
Ability to build and develop the team and future leaders within the department
Excellent interpersonal and communication skills
Ability to adapt quickly to changing priorities
Capability to gain buy-in from leadership across the organization by fostering trust
Ability to translate actions into financial impacts
Strong work ethic and a collaborative team player attitude
Ability to travel
Minimum of 10 years of leadership experience

Job Responsibilities

Serve as a business partner to OpCo Leadership, Regional VPOs, Regional HR, Regional President, and other senior leaders
Lead the monthly close process to ensure accurate financial statements and adherence to GAAP
Conduct root cause analysis and partner with leadership and other functions to drive proactive solutions through process and technology improvements
Collaborate on Shrink and Service Excellence within the location
Partner with OpCo leadership to develop Annual Budgets and timely forecasts for OpCo, including AOP presentations
Conduct monthly business reviews with Executives; analyze OpCo results and identify opportunities
Work with local teams to create and implement action plans where budgets show gaps or opportunities exist
Foster a collaborative and supportive environment among leaders and the finance team to achieve goals
Lead and develop finance teams using key leadership techniques; gather feedback from OpCo and Regional leadership to accelerate development opportunities
Complete ad-hoc analysis for the region and Senior Leadership
Build, challenge, and present customer profitability analyses as requested
Support Senior leadership as requested

Qualifications

Bachelor's degree in accounting, finance, or a related field
10+ years in a finance leadership role

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1mo ago

Commercial Credit Risk Review Officer I

Bank OZK Little Rock, AR

Little Rock, AR

1mo ago

Full time Audit Banking Commercial

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Job Description

Overview

Bank OZK brings more than a 120 year legacy in banking to the table and is widely recognized as a national leader in financial services. The organization blends attentive service with innovative technology to deliver smart financial solutions across the country. Bank OZK supports small businesses, fuels local economies, and helps shape growth in major markets. This listing emphasizes building a rewarding career within a supportive team and a comprehensive benefits program.

The benefits package includes generous paid time off, 401(k) matching, health, dental, and vision insurance, pet insurance, and a range of perks and discounts designed to support physical, mental, and financial wellbeing.

Location

Little Rock, AR 72223

Position

Commercial Credit Risk Review Officer I

Job Purpose & Scope

Evaluate the quality of loan relationships and the effectiveness of internal controls designed to identify, measure, monitor, and manage credit risk.

Essential Job Functions

Perform independent analyses of corporate and personal financial statements and tax returns, assessing repayment viability of sources.
Review loans to determine the strength of underwriting and asset management practices.
Assess credit quality and the accuracy of assigned risk ratings; recommend appropriate ratings based on findings.
Evaluate business line adherence to credit policy and procedures.
Discuss review findings with the Reviewer-In-Charge and provide recommendations.
Ensure asset quality reports and supporting documentation are thorough and support conclusions.
Support a culture of continuous process improvement and uphold the department's professional practice and quality control standards.
Carry out other duties as assigned.

Knowledge, Skills & Abilities

Knowledge of loan documentation, credit analysis, and financial statement review.
Understanding of basic auditing principles.
Ability to review and analyze small to midsize loans with limited complexity.
Strong verbal and written communication skills.
Ability to work effectively both independently and with others.
Desire to learn continuously on the job.
Discretion and sound judgment in decision making.
Capability to manage multiple tasks with tight deadlines in a fast paced environment.
Ability to maintain confidentiality.
Solid organizational, analytical, critical thinking, and problem-solving skills.
Flexibility to adapt to a changing environment and strong attention to detail.
Ability to work with minimal supervision.
Proficiency with computer tools and Microsoft Outlook, including Excel and Word; ability to acquire additional skills as needed.

Basic Qualifications

Bachelor’s degree or equivalent work experience required.
Minimum of two years of commercial lending experience required.
Minimum of two years of commercial credit experience in a regional bank preferred.
RMA Credit Risk Certification (CRC) preferred.

Job Expectations

Operate standard equipment and technology used in a business environment, with or without accommodation.

Note

This description does not constitute an exhaustive list of all job functions, duties, skills, and standards that may be required. Other duties and responsibilities may be added. Management reserves the right to modify job requirements at any time.

EOE Statement

Bank OZK is an equal opportunity employer and considers qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

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1mo ago

Treasury Sales Associate - Healthcare Services

JPMorganChase Palo Alto, CA

Palo Alto, CA

1mo ago

$110k - $130k/yr Full time Associate Cash Management Client Relations

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Job Description

Are you client focused, enjoy building relationships and delivering financial solutions to clients? You will fit with our Treasury Sales team in Commercial Banking. In this role as a Treasury Sales Associate, you will contribute to new sales targets, manage business relationships, and drive portfolio growth. A three-year development plan is designed to build skills over time and prepare you for more senior Treasury Solutions roles, such as a Treasury Management Officer.

Role responsibilities

Partner with the Treasury Management Officer to craft client proposals, identify appropriate Treasury solutions, conduct cost and benefit analyses, evaluate pricing, and run profitability models.
Assist with client call preparation by producing relationship review materials, pitch books, account plans, and conducting customer research.
Develop an understanding of clients' Treasury cash management structure and objectives.
Coordinate with product partners to design comprehensive Treasury solutions.
Study competitors’ products and positioning within the client and market context.
Work with the Treasury Management Officers throughout the sales cycle to manage the pipeline and ensure services and pricing are set up timely and accurately.
Collaborate with internal partners to ensure successful implementation, timely product ramp-up, and accurate pricing and billing.

Required qualifications, capabilities, and skills

Bachelor's Degree
Three or more years of relevant banking and treasury experience
Time management, organizational, and planning skills with the proven ability to multitask and meet deadlines in a fast-paced environment
Superior verbal and written communication skills with the ability to mobilize internal networks and resources
Ability to understand Treasury Solutions products, pricing philosophy, and billing processes
Proficiency in Microsoft Office (PowerPoint, Excel, and Word)
Aspiring to develop into an individual sales contributor

Preferred qualifications, capabilities, and skills

Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
Sales, portfolio management or relationship management experience
Qualitative and quantitative skills

Location

Palo Alto, CA 94304

Compensation and benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, in recognition of individual achievements and contributions. A comprehensive benefits program is available to eligible employees, including healthcare coverage, on-site health and wellness resources, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Compliance and equal opportunity

This position is subject to Section 19 of the Federal Deposit Insurance Act. An employment offer is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability and Veterans. We value diversity and inclusion and do not discriminate on the basis of protected attributes such as race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected by applicable law. We also provide reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for information about requesting an accommodation.

About the team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

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1mo ago

SIMPLE IRA Specialist - FINRA LICENSE REQUIRED

ADP Dallas, TX

Dallas, TX

1mo ago

Full time ADP Client Service Customer Service

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Job Description

Overview

Unlock your career potential in a Customer Service role with ADP in Dallas, Texas 75207. You will help our customers become more effective employers by collaborating with clients and colleagues to ensure our products and services deliver tangible results. Our team often receives high satisfaction ratings and recommendations from customers, and you will be the on-the-spot support that helps our integrated solutions stand out in today’s competitive global market. This role is for an experienced Customer Service Specialist III, joining a team of professionals dedicated to delivering a best-in-class experience. You will blend a passion for service with innovative solutions and leverage our top-ranked training programs to help customers maximize value from our products. Our CORE values guide every interaction: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, and Social Responsibility.

Responsibilities

Serve as a subject matter expert in handling routine client requests for ADP clients
Resolve routine customer concerns using pre-defined solutions
Answer non-technical questions regarding ADP products
Provide consultation and help answer non-technical questions to support less-experienced team members
Learn and navigate ADP systems in order to respond to issues

Qualifications

Required: At least 2 years of previous experience
Required: High School diploma

Preferred Qualifications

Bilingual (English / Spanish)
Strong client relationship and interpersonal skills
Ability to troubleshoot and resolve customer complaints using predefined solutions
Demonstrated ability to learn and apply basic concepts in new situations
Organizational skills, including the ability to multi-task, set priorities, and follow up in a timely manner
Ability to collaborate and work in a team environment as well as work independently and make sound decisions
Bachelor's degree

A little about ADP

We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration. We are a leader in business outsourcing services, analytics, and compliance expertise. Our people make a difference by contributing to a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. ADP has earned recognition from numerous esteemed organizations; learn more at ADP Awards and Recognition.

Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP

ADP is committed to an inclusive, diverse and equitable workplace and to providing equal employment opportunities regardless of protected characteristics including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs and applicant merit, including qualifications, experience, ability, availability, cooperation, and job performance.

Ethics at ADP

ADP maintains high ethical standards and full compliance with all applicable laws. We expect our people to uphold our values with integrity and to foster an honest, respectful workplace. To learn more about ADP’s culture and values, visit ADP Life at ADP.

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1mo ago

Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK Sarasota, FL

Sarasota, FL

1mo ago

Full time Senior Banker Banking

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Job Description

Location: Sarasota, FL 34236

Why Bank OZK

Bank OZK combines a banking heritage of over 120 years with modern financial services, earning national recognition as an industry leader. We blend superior service with innovative technology to deliver smart solutions for clients nationwide. Our work supports small businesses, fuels local economies, and shapes growth in major cities. We’re dedicated to building rewarding careers and offering a comprehensive benefits package to support teammates’ physical, mental, and financial wellbeing, including generous paid time off, 401(k) matching, health, dental, vision and pet insurance, plus special perks and discounts.

Job Purpose & Scope

Provide sales leadership and coaching to team members, leveraging knowledge of banking products and services to establish professional relationships with customers and prospects. Engage in meaningful conversations about their financial needs and goals, foster a positive and helpful team environment, and deliver outstanding customer service at all times.

Essential Job Functions

Build professional relationships with customers, using assessment tools to uncover needs, discuss suitable recommendations, and submit referrals to banking center teams or business partners.
Utilize assessment tools to maintain detailed notes on customer conversations and interactions.
Open and service deposit accounts, including complex business accounts.
Originate a consumer loan portfolio.
Engage in outbound business development and community involvement activities.
Participate in morning huddles, calling efforts, business development, and coaching conversations with leadership.
Process account transactions accurately and efficiently to minimize errors and reduce fraud.
Demonstrate empathy and resolve client concerns promptly and professionally, escalating issues as needed.
Serve as a role model for banking center team members and coach relationship-building activities.
Collaborate with line of business partners to foster teamwork, exceptional service, and continuous learning.
Provide backup and assistance to other retail banking roles and locations as necessary.
Model and champion the Bank’s standards for exceptional customer service.
Support the bank’s values and mission with integrity and professionalism.
Promote teamwork, lead by example, and take initiative to assist others.
Complete all essential training in a timely manner.
Display enthusiasm for continuous learning and apply constructive feedback from more experienced team members.
Maintain consistently good punctuality and attendance.
Adhere to all Bank policies, procedures, and guidelines.

Knowledge, Skills & Abilities

Knowledge of bank products and services, including online banking, mobile banking applications, and banking cards.
Knowledge of bank policies and procedures.
Ability to provide excellent customer service with a friendly, approachable, enthusiastic, and professional demeanor.
Confidence to act as a trusted advisor.
Effective verbal and written communication abilities.
Demonstrates a team-oriented approach and thrives in a dynamic environment.
Critical thinking skills with accurate and efficient productivity and attention to detail.
Ability to work without close supervision.
Ability to maintain confidentiality.
Ability to follow policy and procedure including safety and security procedures.
Ability to travel to other work locations for training or staffing needs, as required.
Proficiency with computer and Microsoft Office applications necessary to perform essential job functions.

Basic Qualifications

High school diploma or equivalent required; bachelor’s degree preferred.
1+ year of retail customer service and/or sales experience required.
Knowledge of business and consumer products required.
Knowledge of and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred.
Proven ability to achieve sales goals and financial targets preferred.
Experience in a leadership and/or coaching role strongly preferred.
NMLS, or successful completion of the NMLS process within 30 days of hire, required.

Job Expectations

Operate standard equipment and technology used in a business environment, with or without accommodations.

Note: This description is not an exhaustive list of all job functions, duties, skills, and standards required. Other duties may be added. Management reserves the right to modify requirements at any time.