Tax Specialist I - 73002569

Detailed Information

LISTED SITE
  • Location: Tallahassee, FL

  • Company: State Of Florida

Accounting / Finance in Tallahassee, FL

POPULAR
Financial Services Accountant - 55013963
1
Financial Services Accountant - 55013963
Tallahassee, FL
Jan 01, 2024

OPERATIONS OFFICE ANTICIPATED VACANCY / OPEN COMPETITIVE CAREER SERVICE CONTACT PERSON: JAMES HELM CONTACT PHONE NUMBER: (850) 414-xyz X CONTACT EMAIL ADDRESS: BI-WEEKLY HIRING SALARY: $1,523.08 ($39,600.08 ANNUAL) Working for the State of Florida is more than a paycheck.

The State’s total compensation package for employees features a highly competitive set of employee benefits including: Health insurance (over 90% employer paid) $25,000 life insurance policy (100% employer paid) Dental, vision and supplemental insurances State of Florida retirement package Generous vacation and sick leave 10 paid holidays a year Career advancement opportunities Tuition waiver for public college courses

Training opportunities Flexible work schedules and telework (for designated positions) Employee Assistance Program (EAP) Join FDOT and be part of the team that works as one to improve safety, enhance mobility and inspire innovation in the Florida transportation system!

For additional benefit information available to State of Florida employees, go to www. mybenefits. / SPECIAL REQUIREMENTS: You may be required to provide your Social Security Number to conduct required verifications. Male applicants born on or after October 1, 1962, will not be eligible for hire or promotion in the Career Service, or appointment in the Selected Exempt Service (SES) or Senior Management Service (SMS) unless

they are registered with the Selective Service System (SSS) before their 26th birthday, or have a Letter of Registration Exemption from the SSS.

THE FLORIDA DEPARTMENT OF TRANSPORTATION VALUES AND SUPPORTS EMPLOYMENT OF INDIVIDUALS WITH DISABILITIES. QUALIFIED INDIVIDUALS WITH DISABILITIES ARE ENCOURAGED TO APPLY. In accordance with Section 110.112, Florida Statutes, and the Florida Department of Transportation’s Individuals with Disabilities Affirmative Action Plan, the agency is committed to ensuring affirmative action and equal employment opportunity for qualified individuals with disabilities. Upon request and as appropriate, reasonable accommodations to individuals with disabilities may be provided.

Please contact the Florida Department of Transportation’s Human Resources Office located at 605 Suwannee Street, Tallahassee, Florida 32399, or call (850) 414-xyz X for assistance. POSITION DESCRIPTION: Audit payment documents including utility invoice transmittals, right of way invoices, purchasing card transactions, travel and individual reimbursement vouchers, and My Florida Market Place (MFMP) for accuracy, completeness, and compliance with Florida Statutes, Florida Administrative Code, directives, policies, procedures, and generally accepted accounting principles.

Audit electronic invoices processed in the My Florida Market Place (MFMP) system and reconcile each exception line prior to approval. Monitor outstanding invoices and notify requestors to ensure compliance with Florida Statute 215.422 and resolve any invoice discrepancy identified by the Department of Financial Services. Audit travel expense reimbursements for compliance with Florida Statue 112.061 and Department guidelines. Ensure that all necessary documents, approvals, signatures and mission critical documents are obtained. Provide customer service to internal customers and conduct periodic training on travel guidelines.

Audit and process purchasing card charges daily in compliance with Purchasing Card Procedure -f, by verifying and validating approved transactions for payment in the Bank of America Works system and applying credits against the same account code and category. Reconcile the Florida Accounting Information Resource (FLAIR) payment voucher schedules to the pending vendor invoices. Identify the sampled vouchers required for auditing by the Department of Financial Services (DFS) and prepare voucher schedules and supporting documentation for submission to DFS.

Research and resolve payment inquiries from vendors and employees; effectively communicate results to requestors by email as well as by telephone; identify recurring issues and report statistical results to management. Process all standard and electronic mail for Financial Services which includes date stamping of all invoices and other documents received. Analyze payment documents to determine transaction date as defined by Section 215.422 F. S. Sort invoices in accordance with office requirements and stage them in the unpaid invoice file. Prepare voucher schedules for permanent record retention in accordance with Department of State and Department of Transportation policies.

Scan, index and convert payment documents to required electronic format for storage and retrieval. Maintain files in a current and accurate condition. Archive prior year files and maintain record retention documents in accordance with procedure. Respond to requests for voucher information from internal and external auditors and to comply with public information laws. KNOWLEDGE, SKILLS AND ABILITIES: Knowledge of and ability to use general office equipment. Knowledge of Microsoft Word and Excel.

Knowledge of office procedures and practices. Knowledge of basic filing practices. Knowledge of accounting principles, practices and procedures. Knowledge of an accounts payable system and payment processing. Skilled in performing work that requires a high level of attention to detail. Skilled in good customer service. Skilled in auditing. Ability to organize and file materials. Ability to use a personal computer and email. Ability to research unidentifiable invoices/documents. Ability to sort, distribute and maintain fiscal records. Ability to follow oral and written instructions.

Ability to establish and maintain working relationships with customers. Ability to work in a team environment with shared tasks. Ability to perform basic arithmetic calculations. Ability to work independently and prioritize work assignments to meet deadlines. Ability to communicate effectively orally and in writing. MINIMUM QUALIFICATIONS: A high school diploma or its equivalent and one year of professional business work experience. An associate degree or higher from an accredited college or university may substitute for the required work experience. As a CANDIDATE, you may be required to provide documentation (i.

e. HIGH SCHOOL DIPLOMA OR EQUIVALENCY, college transcripts, ETC. ) to verify meeting these Minimum Qualifications. THE FLORIDA DEPARTMENT OF TRANSPORTATION VALUES THE SERVICE VETERANS AND THEIR FAMILY MEMBERS HAVE GIVEN TO OUR COUNTRY AND SUPPORTS THE HIRING OF RETURNING SERVICE MEMBERS AND MILITARY SPOUSES. If you are a preference-eligible applicant who receives notice of a hiring decision and believe that you were not afforded employment preference in accordance with applicable Florida law and regulation, you may file a written complaint within 60 calendar days from the date you receive the notice, requesting an investigation to the Florida Department of Veterans’ Affairs, Division of Benefits and Assistance, 9500 Bay Pines Boulevard, Room 214, St.

Petersburg, Florida 33708. The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace. Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center -xyz X). Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.

The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F. S. Drug-Free Workplace Act. VETERANS’ PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans’ Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans’ Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code.

Veterans’ Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement.

POPULAR
Accountant III - 48003752
1
Accountant III - 48003752
Tallahassee, FL
Jan 02, 2024

work related to travel reimbursements and PCard payments.

This position audits and reviews reimbursement requests as well as the related PCard payments for compliance with the rules of the Bureau of Auditing for the Department of Financial Services Policies and Procedures.

A thorough knowledge of all State Regulations pertaining to travel and a detailed knowledge of the day-to-day operations of General Accounting are required. SPECIFIC RESPONSIBILITIES Audits and reviews documentation for payment of travel reimbursement requests to ensure compliance with all Department Policies and Procedures and State Rules and Regulations. This requires separation of reimbursement requests by

division, proper pre-audit of all travel elements, recalculation of amounts to be reimbursed and determination that all forms have been completed for timely reimbursement; as well as the responsibility of processing the payment of the rental car contract invoices.

Answer inquiries from employees regarding the status of their payment. Purchasing card transactions and Purchasing Card Receipts must be audited in a timely manner ensuring PCard payments are in compliance with Department Policies and Procedures and State Rules and Regulations. Assists with PCard administrative duties including the download of various reports, disseminate work, maintain spreadsheets on non-compliant charges

and correspond with program office personnel to resolve various issues with PCard charges.

This may require obtaining approval to adjust account codes to process charges and process journal transfers to correct account code adjustments. Audit and process applications for advance payment of Travel Expenses (C-676TA) according to the Department's Policies and Procedures. Prepare cash refunds and warrant cancellations pertaining to travel. Secure and prepare necessary documentation for coding for FLAIR input. Assists Department budget officers, all employees and other persons who travel in the preparation of and vouchering of travel reimbursements. This includes assisting the supervisor in conducting travel workshops and releasing new and revised travel regulations in a timely manner.

Review a variety of source documents pertaining to the financial system for completeness in coding. Enter each detailed entry into FLAIR. Resolve input and compatibility problems, which arise, with appropriate department personnel. Review the detail entries daily using the voucher summary report or by calling up on-line to determine the accuracy and completeness of input. Follow through on necessary corrections and adjustments. The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.

Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center -xyz X). Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation. The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F. S. Drug-Free Workplace Act. VETERANS’ PREFERENCE.

Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans’ Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans’ Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans’ Preference documentation requirements are available by clicking here.

All documentation is due by the close of the vacancy announcement.

POPULAR
Auditor - 55000942
1
Auditor - 55000942
Tallahassee, FL
Dec 16, 2023

SERVICE CONTACT PERSON: Heather Strickland CONTACT PHONE NUMBER: 850-410-xyz X CONTACT EMAIL ADDRESS: ANTICIPATED BI-WEEKLY HIRING SALARY: $2,047.10 Working for the State of Florida is more than a paycheck.

The State’s total compensation package for employees features a highly competitive set of employee benefits including: Health insurance (over 90% employer paid) $25,000 life insurance policy (100% employer paid) Dental, vision and supplemental insurances State of Florida retirement package Generous vacation and sick leave 10 paid holidays a year Career advancement opportunities Tuition waiver for public college courses Training opportunities Flexible work schedules and telework (for

designated positions) Employee Assistance Program (EAP) Join FDOT and be part of the team that works as one to improve safety, enhance mobility and inspire innovation in the Florida transportation system!

For additional benefit information available to State of Florida employees, go to www. mybenefits. / SPECIAL REQUIREMENTS: You may be required to provide your Social Security Number to conduct required verifications. Male applicants born on or after October 1, 1962, will not be eligible for hire or promotion in the Career Service, or appointment in the Selected Exempt Service (SES) or Senior Management Service (SMS) unless they are registered with the Selective Service System (SSS) before

their 26th birthday, or have a Letter of Registration Exemption from the SSS.

THE FLORIDA DEPARTMENT OF TRANSPORTATION VALUES AND SUPPORTS EMPLOYMENT OF INDIVIDUALS WITH DISABILITIES. QUALIFIED INDIVIDUALS WITH DISABILITIES ARE ENCOURAGED TO APPLY. In accordance with Section 110.112, Florida Statutes, and the Florida Department of Transportation’s Individuals with Disabilities Affirmative Action Plan, the agency is committed to ensuring affirmative action and equal employment opportunity for qualified individuals with disabilities. Upon request and as appropriate, reasonable accommodations to individuals with disabilities may be provided. Please contact the Florida Department of Transportation’s Human Resources Office located at 605 Suwannee Street, Tallahassee, Florida 32399, or call (850) 414-xyz X for assistance.

The Florida Department of Transportation’s Office of Inspector General, Intermodal Audit Section is looking for a talented Internal Auditor to join our team in Tallahassee. This position will be responsible for conducting assurance and consulting engagements relating, but not limited to transit, planning, aviation, and seaport grants. We are seeking candidates with strong leadership skills who are detail-oriented, possess sound decision making and critical thinking skills, and a team player who thrives in a fast-paced environment.

To learn more about the Department’s Office of Inspector General, click HERE. DUTIES AND RESPONSIBILITIES: Coordinate and conduct audits, special projects, and reviews of Department operations, programs, controls, contracts and agreements in compliance with professional and office standards, to promote accountability, integrity and process improvement in the department. Develop assignment scopes, methodologies, and audit programs. Prepare, research and design evaluations of programs, systems, controls, policies, procedures and other functions using audit and analytical techniques.

Analyze supporting evidence, draw logical conclusions and develop appropriate findings and recommendations. When assigned as team leader by the supervisor, organize and facilitate the work of other team members to ensure the successful completion of the assignment. Prepare thorough, complete and accurate documentation of work performed. Prepare oral and written briefings. Prepare draft and final reports. Perform procedure reviews. KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of the American Institute of Certified Public Accountants' Generally Accepted Auditing Standards, United States Government Accountability Office’s Government Auditing Standards, Institute of Internal Auditors' Professional Practices Framework, The Association of Inspectors' General Principles and Standards for Offices of Inspector General, and the Information Systems Audit and Control Association’s Standards, Guidelines and Procedures Knowledge of information technology and operational auditing best practices, skills, and techniques Skills to effectively use word processing, electronic spreadsheets, graphic presentation software and data query computer languages.

Knowledge of the methods of compiling, reviewing, and analyzing performance, operations, and financial data. Ability to understand, interpret and appropriately apply laws, rules, regulations, policies, and procedures including in regard to sensitive and confidential information. Ability to confirm whether an entity is following the terms of an agreement, or the rules and regulations applicable to an activity or practice prescribed by an external agency or authority. Ability to analyze problems using sound reasoning to identify alternative solutions and distinguishing between relevant and irrelevant information.

Ability to plan, organize and coordinate work assignments based upon objectives, identify problems and opportunities, monitor progress, and accomplish goals. Ability to communicate effectively verbally and in writing to express facts and ideas in a succinct and organized manner and make clear and convincing oral presentations. Ability to establish and maintain effective working relationships with others by listening and facilitating an open exchange of ideas. Ability to learn and develop an understanding of complex organizational and financial processes and systems.

Ability to apply technology to improve efficiency and effectiveness of work assignments. Why Join FDOT: You should join because we are a proud and committed team seeking to attract, recruit, train, and retain a diverse workforce comprised of the best and brightest professionals. We value diversity in background and collaborative work environment. Those individuals who consistently inspire, innovate, and improve safety for all our transportation modes. This position is located in Tallahassee, Florida The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.

Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center -xyz X). Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation. The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F. S. Drug-Free Workplace Act.

POPULAR
Senior Professional Accountant - 42000733
1
Senior Professional Accountant - 42000733
Tallahassee, FL
Dec 16, 2023

STATE PERSONNEL SYSTEM OPPORTUNITY— ONLY CURRENT STATE PERSONNEL SYSTEM EMPLOYEES WILL BE CONSIDERED.

CONTACT: Magalis Cintron Lopez, 850-617-xyz X. MINIMUM REQUIREMENTS: A bachelor’s degree from an accredited college or university with a major in accounting and one (1) year of professional accounting or auditing experience; or A bachelor’s degree from an accredited college or university with a business major and 24 semester hours of upper level accounting coursework; or A master’s degree from an accredited college or university in accounting.

Candidates with a bachelor’s degree in a business major are required to submit their transcript reflecting the 24 semester hours of upper

level accounting coursework. The TRANSCRIPT MUST BE SUBMITTED AT TIME OF APPLICATION via PEOPLE FIRST OR EMAILED TO , AND MUST BE POST MARKED BY CLOSING DATE OF THIS ADVERTISEMENT.

Unofficial transcripts are acceptable. ATTENTION CANDIDATES To be considered for a position with the Florida Department of Agriculture and Consumer Services: All fields in the Candidate Profile must be completed (an attached resume is not a substitution for the information required on the candidate profile). Work history, duties and responsibilities, hours worked, supervisor, and formal education fields, etc. must be filled out to determine qualifications for this position. Responses to Qualifying Questions

must be verifiable in the Candidate Profile. The Florida Department of Agriculture and Consumer Services values and supports employment of individuals with disabilities.

Qualified individuals with disabilities are encouraged to apply. ADDITIONAL REQUIREMENTS: Employee is expected to work overtime as required. NOTES: Successful applicant must pass a background screening, including fingerprinting, as a condition of employment. JOB DUTIES: Audits and prepares journal vouchers for payment of department invoices. This process includes verifying the existence of appropriate documentation, signatures, and account codes before processing through FLAIR. Works with management to motivate and train employees in the proper application of procedures to be used in conjunction with the level of work being performed.

Assists the Accounting Services Administrator in the assignment of various projects, outlines the specifications of assigned projects, maintains comprehensive oversight of work performed and reviews the final work documentations. Works with management in analyzing and reviewing Planning Accounting and Ledger Management (PALMS) business processes. Performs complex reconciliations of agency account balances to statewide accounting records. This requires an advanced analytical aptitude as well as the ability to use spreadsheet and database applications to efficiently analyze large amounts of accounting data.

Processes all payments with correct journal transaction date to assure compliance with Section 215.422, Florida Statutes-Prompt Payment Law. Records into FLAIR encumbrances of office and field purchase orders; reconciles office and field purchase orders monthly. Prepares special reports that enable the department to manage appropriations and projects more efficiently. To tailor reporting to department’s needs, this position requires both extensive accounting expertise and dedication to the Division of Administration customer service initiative.

Responsible for accurate and timely processing of the department’s fuel bill, settlement agreements, monthly and quarterly lease payments, and FLEET charges. Also, assists with processing P-Card as needed. Processes correct journal entries for expense vouchers returned by the State Comptroller to ensure correct department accounting records. Performs other related duties as required or assigned. The Benefits of Working for the State of Florida Working for the State of Florida is more than a paycheck.

The State’s total compensation package for employees features a highly competitive set of employee benefits including: Annual and Sick Leave benefits; Nine paid holidays and one Personal holiday each year; State Group Insurance coverage options, including health, life, dental, vision and other supplemental insurance options; Retirement plan options, including employer contributions (For more information, please visit ; ) Flexible Spending Accounts; Tuition waivers; And more! For a complete list of benefits, visit www. mybenefits.. SPECIAL NOTES: The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.

Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center -xyz X). Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation. The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F. S. Drug-Free Workplace Act.

VETERANS’ PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans’ Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans’ Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans’ Preference documentation requirements are available by clicking here.

All documentation is due by the close of the vacancy announcement.

Accounting / Finance In Florida

1
Accounts Receivable Clerk
Tampa
Jan 02, 2024

in the Supplier Category. Benefits that drive themselves $17.00-$19.00/Hour Based on Experience! Full Time, Monday-Friday, 8am-5pm Paid Holidays Off and No Weekends! We offer full benefits such as medical, dental, vision, life insurance, disability, 401K, 104 hours of paid time off accruals, complimentary gym access, meal prep services, and much more!

Employee discount program. Long-Term Career Opportunities! Many of our leaders started with Chadwell looking for a job, just like you, but found long-term career opportunities at one of our 23 Branches across the Country. Named Top 100 Companies in Tampa Bay 2019, 2020, 2021 and 2022! Overview The Accounts Receivable Clerk is responsible

for collecting payments from various sources, processing refunds, and supporting Accounts Receivable functions as needed/assigned. What you will need Be a minimum of 18 years of age.

High School Diploma or GED is required for this position. Be proficient in Microsoft Outlook and Excel. Above-average analytical skills are required for this position. Employee must show aptitude in learning new software programs, such as Great Plains and Sales Pad. How you will make an Impact Effectively utilize electronic tools (including document scanners and online portals) for paperless document processing. Efficiently and accurately process a high volume of electronic payments including Credit Card,

ACH, and check payments. Research and reconcile payments and accounts.

Work with customers and internal departments to resolve missing documents and research any discrepancies. Create, reconcile, and process bank deposits. Follow procedures for accurately and efficiently posting and reconciling checks. Assist with AR functions, projects, and other duties as assigned. #INDIT Powered by Jazz HR

1
Accounts Payable Specialist
Delray Beach
Jan 02, 2024

and their families in surrounding communities. Benefit Package: (Full Time Employees) Competitive salary 401K with 3% Match 1 Week Paid Sick Leave increasing incrementally with seniority 2 Weeks Paid Vacation increasing incrementally with seniority Holiday Leave (10 Paid Holidays) Individual Center Sponsored Health Insurance and Pro-rated Dependent Health Insurance Life, AD&D and Long Term Disability coverages Scope: To assist the center's Comptroller in processing, analyzing and maintaining records in relation to the AP cycle.

Knowledge and Skills: Accurate and timely in accounts payable processing. Knowledge with Microsoft Great Plains Dynamics. Strong customer service relationships

with external vendors and company personnel Provides timely feedback to Supervisor. Adheres to Company internal control process and company policies and procedures.

Assists Accounting Supervisor in research and resolution of transactions as applicable. Maintains confidentiality with all company information. Knowledge of online banking, ACH payments, wire transfer and credit card payments. Other duties as assigned by Supervisor. Job Requirements: High School Diploma; minimum 2 – 3 years’ experience in the accounts payable cycle Excel (Intermediate) a MUST. Basic knowledge of accounting principles. Excellent attention to detail and organization skills. Multi-tasking and problem-solving

skills. Ability to consistently meet all deadlines. Great Plains Accounting a MUST.

Job Type: Full-time Benefits: 401(k) Dental insurance Employee assistance program Health insurance Paid time off Tuition reimbursement Vision insurance Schedule: Monday to Friday Work Location: In person Powered by Jazz HR

1
Associate Financial Advisor
Boca Raton
Jan 02, 2024

firm. We are 100% employee owned. We live to serve successful people with complex financial lives, and we are looking for Financial Planners who share our core values and commitment. If this is you, we want you to join our team! As an Associate Financial Advisor, you will be an integral part of the team delivering the personalized service that is our hallmark.

The career path for this role graduates to becoming a primary advisor on client relationships, with the opportunity to learn how to meet and engage with prospective clients. You will be based in our Boca Raton, FL office and work on a hybrid model (currently two days in the office, three days at home). Your main responsibilities

will include: Delivering exceptional service to our clients Managing the workflow of the team Scheduling and preparing for client and prospect meetings Attending meetings and coordinating follow-up Inputing client data into our financial planning program and producing reports and analysis Performing regular review of client accounts, reports and invoices to ensure accuracy and appropriate follow-up Coordinating with our Client Service and Investment Operations Teams on account paperwork, custodian-related service activities, and client deliverables Ensuring all client activity is properly documented and compliance-related items are up to date and delivered Are you the right fit?

You are

passionate about helping people and are dedicated to exceeding client expectations You have strong organizational and rigorous follow-up skills to ensure all client needs are being met Attention to detail is second nature to you—it’s all about getting things right You love being part of a team and actively engage with other team members to bring our best to clients You are a proactive self-starter and do not hesitate to ask questions to get the job done You have excellent written and oral communication skills and are proficient with standard office software You have a bachelor's degree and at least 1-2 years of experience in financial planning, wealth management or related industry You expect to earn your CFP designation within two to three years.

Bonus points: you have a major or minor in a CFP Board-accredited Personal Financial Planning Program and/or a CPA designation What Do We Offer? We offer the right people the opportunity to join an entrepreneurial firm committed to the personal and professional growth of each team member and to maintaining a positive, encouraging working environment. We respect each other and enjoy working together. For the best professionals, opportunities are limited only by your talent and drive, and strong performers who embrace our core values and culture can become Principals of the firm and share all the benefits of ownership.

We offer a comprehensive benefits and perks package which includes: 401(k) plan with an employer match Competitive health insurance options, with a generous employer contribution Flexible Paid Time Off (FTO) program Educational reimbursement Employee engagement platform for recognition and rewards Health and wellness benefit Early office closure on Fridays Beautiful offices and plenty of snacks Onsite gym and more Qualified candidates should apply at teamhewins. /apply. Powered by Jazz HR

1
Financial Center Manager - East Tampa Financial Center - Spanish Preferred
Tampa
Jan 02, 2024

to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Join us! Job Description: This role is responsible for the daily management of a financial center and its employees. This role operates as a business owner and is responsible for fostering a team environment, instilling an effective client-centric and risk culture in the center, and demonstrating that we are here collectively to help customers achieve their financial goals.

The financial center manager holds a critical role, ensuring operational excellence and cohesive effectiveness. A Financial Center Manager (responsibilities): --- Develops talent, including proactive sourcing of candidates--- Manages client traffic, engaging and appropriately routing clients and fostering client retention---

Manages business results through formalized management routines and coaching--- Creates a world class client experience environment--- Manages market-level initiative prescribed by market leaders--- Drives operational excellence by engaging employees on business strategy--- Manages organizational priorities and effective execution This position may also have responsibilities for managing associates.

At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Managerial Responsibilities: --- Diversity & Inclusion: Model an inclusive environment for employees and clients, aligned to company D&I goals.

--- Manager of Process & Data: Demonstrate deep process knowledge, operational excellence and innovation through a focus on simplicity, data-based decision making and continuous improvement. --- Enterprise Advocate: Communicate enterprise decisions, purpose and results, and connect to team strategy, priorities and contributions. --- Risk Manager: Ensure proper risk discipline, controls and culture are in place to identify, escalate and debate issues. --- People Manager & Coach: Provide inspection, coaching and feedback to motivate, differentiate and improve performance.

--- Financial Steward: Actively manage expenses and budgets in alignment with objectives, making sound financial decisions. --- Enterprise Talent Leader: backss talent and build bench strength for roles across the organization. --- Driver of Business Outcomes: Deliver results by effectively prioritizing, inspecting and appropriately delegating team work. Required Skills: --- 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. --- Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms.

--- Applies strong critical thinking and problem-solving skills to meet clients' needs. --- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment. --- Can interpret performance results, find opportunities to drive success and hold others accountable to results. --- Can be flexible to work weekends and/or extended hours as needed.

Desired skills: --- 1+ years management experience including hiring, coaching, and developing direct reports--- Experience in financial services and knowledge of financial services industry, products and solutions. --- Experience working in an environment with individual and team goals where goals were routinely met or exceeded. --- Spanish Language preferred. Skills Used in this Role: --- Coaching--- Customer Focus--- Decision Making--- Establishing Trust--- Influencing--- Learning Agility--- Demonstrating Technology--- Overcoming Objections--- Performance Management--- Risk Management--- Time Management--- Sales Management--- Consumer Products and Solutions--- Cash Management--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40

1
Director of Finance - Delta By Marriott Southbank Hotel - Jacksonville, FL
Jacksonville
Jan 03, 2024

practices at your assigned hotel, backsses expense control and financial forecasting accuracy, safeguards the assets, and prepares all financial reports in accordance with generally accepted accounting principles and PM Hotel Group standards.

What You'll Do: Evaluate property expenses and expense controls, identify efficiencies.

Review and audit Balance Sheets on quarterly basis. Coordinate and conduct semi-annual property audits. Provide guidance and training to property staff accountants, controllers, and operational staff on mandatory accounting practices; orient new accounting staff and fill in for vacant positions until filled. Coordinate accounting checklist on new property

takeovers/openings. Participate in pre-lim calls and financial reviews of each property What You Bring: Must have the ability to communicate in English. Must communicate effectively with owners, General Managers, and associates.

Must have excellent analytical skills to resolve issues and make timely decisions. Must be proficient in Excel. Prefer 3-years of experience as hotel controller or related position. Prefer knowledge of hotel operations. Self-starting personality with an even disposition. Maintain a professional appearance and manner at all times. May communicate at times with guests as well. Demonstrated strengths in organizational skills required in selecting, managing, and developing

staff. Demonstrated ability to learn quickly. Strong team player; business and financial partner with senior management team.

Demonstrated ability to manage multiple tasks in a fast paced environment. Flexibility and adaptability to changing requirements. Unquestioned integrity, ethical standards, and confidentiality. What's in it for you? 5 comprehensive health plan options to meet your needs Flex Time Off + 9 holidays 401k Health and Mental Wellness Programs Cell Phone Stipend Competitive Compensation Packages Entrepreneurial Company Culture PM Hotel Group is PEOPLE-POWEREDAt PM Hotel Group we are passionate about fostering an environment that allows our associates to thrive.

Creating a culture dedicated to respect, teamwork, entrepreneurial spirit, and the drive to succeed, we encourage our associates to express themselves and their unique talents. We celebrate diversity and are committed to equity and inclusion. -A top-15 hotel management company, PM Hotel Group has over two decades of experience building relationships with brands, partners, and third-party hotel owners. We know that our greatest resource is our people, and this people-first mindset is at the heart of our corporate DNA. - Recognized as a Best Place to Work in Hospitality as seen in Hotel Business (2019) Fastest Growing Private Companies in DC - Washington Business Journal (2020 + 2019) Inc 5000 - Fastest Growing Private Hospitality Companies (2019) AHLA Paving the Way Award 2021 - Vanessa Stanley Our teams make magic happen every day, for every guest, at properties across the country.

Click here to learn more about Life at PM Hotel Group! Customer Satisfaction: Our customers are what we are about. One of the keys to a positive guest experience is positive interaction with PM Hotel Group staff. It is essential that you remain professional at all times, and that you treat all guests and associates with courtesy and respect, under all circumstances.

Every PM Hotel Group associate is a guest relations ambassador, every working minute of every day. Work Habits: In order to maintain a positive guest and associate experience, your work habits should always meet and strive to exceed hotel standards for work procedures, dress, grooming, punctuality and attendance. You should be adaptable to change in your work area and in hotel procedures with a willingness to learn new skills and/or improve existing ones, have the ability to solve routine problems that occur on the job, and ask for help whenever you are not sure how to do something.

Safety & Security: The safety and security of our guests and associates is of utmost importance to PM Hotel Group. Every PM Hotel Group associate should adhere to the hotel security policies and procedures, particularly regarding key controls, lifting heavy objects, using chemicals, and effectively reporting safety hazards and safety concerns. NOTE: This description excludes non-essential and marginal functions of the position that are incidental to the performance of the fundamental job duties. Furthermore, the specific examples in each section are not intended to be all-inclusive.

Rather, they represent the typical elements and criteria considered necessary to perform the job successfully. Other job-related duties may be assigned by the associate's supervisor. Furthermore, this description is subject to change, at the sole discretion of the Company, and in no way creates an employment contract, implied or otherwise; each associate remains, at all times, an " at will" associate. #LI-LR1Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

41 CFR 60-1.35(c) #J-18808-Ljbffr

1
Customer support representative
Tampa
Jan 03, 2024

integrity, loyalty and service. Because what we do is just as important as how we do it. Come be a part of what makes us so special! It is all about learning and growing. Our Bank Sales Acquisition role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you!

Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support

style to service our membership. Relocation assistance is not available for this position. The Opportunity We are currently seeking dedicated professionals for future bank customer service and sales opportunities in 2024 with the desire to work a full time schedule in our Tampa Campus.

Work schedule times will vary and will include a weekend day, with weekday shifts ending as late as 10 PM local time. Military veterans and spouses are highly encouraged to apply. As a Bank Customer Service & Sales Representative, you'll work within defined guidelines, to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business

or product set. In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services.

What you'll do: Explore member’s banking needs and responds with needs-based solutions. Recommends new banking products that might be of interest to the member. Provide operational support to members with their banking needs on multiple Banking products. Review accounts and transactions to ensure adherence with regulatory guidelines and may be required to take action and/or escalate non-compliant issues. Work under limited direct supervision to identify and recommend thoughtful trade-offs for the member and USAA.

Identify and confirm the member’s immediate request(s) and works to resolve issues. Maintain high levels of member satisfaction consistent with USAA’s core values and demonstrate a dedication to quality through member interactions. Identify and handle existing and emerging risks that stem from business activities and the job role. Ensure risks associated with business activities are effectively identified, measured, supervised, and controlled. Follow written risk and compliance policies and procedures for business activities.

What you have: High School Diploma or General Equivalency Diploma1 year of customer service, financial services member contact, or military experience required. Strong interpersonal and communication skills. Ability to prioritize and multi-task, including navigating through multiple business applications Knowledge and understanding of bank regulatory and compliance requirements Successful completion of a job-related backssment is required What sets you apart: US military experience through military service or a military spouse/domestic partner2 Years Banking experience and Sales Experience2 years Sales Experience1 years Contact Center Experience The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

What we offer: Compensation: USAA has an effective process for backssing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $43,750 - $63,800.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, or status as a protected veteran.

For more details: jobs-search. org/finance_tampa-c427754/customer-support-representative-tampa_i1982749179