Investment Analyst
Finance Consultant Job In North Palm Beach, FL
AW Property Co. (AW) is a fully integrated real estate investment company that specializes in acquiring and enhancing medical office properties in major markets throughout the Southeast. We are seeking a highly organized and detail-oriented Investment Analyst to join our team. The analyst will be responsible for underwriting and analyzing potential healthcare investments on behalf of AW's real estate investment funds. The analyst will provide support throughout all aspects of the acquisition process including sourcing, underwriting, financial analysis, market research, financing, due diligence and closing. The analyst will also play a key role in all dispositions and assist in the financial management of AW's existing portfolio of properties. The position will be based out of AW's corporate headquarters in North Palm Beach, Florida.
Qualifications
Bachelor's degree in finance, business, accounting, economics or real estate and a minimum of two years of real estate acquisition, investment banking or lending experience. Must be organized and possess strong analytical skills, understand real estate financial metrics and be detailed oriented and process driven. Additionally, the candidate must possess strong writing and verbal skills. The position requires proficiency with Argus and Microsoft Office Suite.
Our company offers a competitive pay package and great growth opportunities.
Additional Items for Consideration
We operate as a team and genuinely care about each other. We empower our employees with autonomy and treat them with respect. We help advance their careers through personal and professional development.
We have an entrepreneurial culture where critical thinking and independent decision making are encouraged. We inspire our employees to act like owners.
We build relationships through frequent and direct communication. We operate on a basis of transparency and trust.
We make business decisions through experience and sound judgment. We accept responsibility for our actions and see failure as an opportunity for growth.
Besides competitive pay and benefits, we offer additional compensation for annual team performance, employment anniversaries and employee referrals plus we share the profits from our real estate funds and joint ventures. We adhere to a 38-hour work week with flexible hours, one day per week remote and floating holidays. We also give paid time off for birthdays, voting and community service, provide complementary team lunches each week and have a casual dress code. We strive to be the employer of choice in our industry.
Investment Analyst
Finance Consultant Job In West Palm Beach, FL
Established single family office is seeking a highly skilled and passionate Investment Analyst to join our dynamic investment team. The ideal candidate will have 3-5 years of experience in investment analysis, private equity, asset management, or corporate finance. The individual will be responsible for analyzing external investment managers, evaluating new investment opportunities, and conducting in-depth market research to support investment decision-making across public and private markets. Additionally, the analyst will contribute to the firm's sports investing research and analysis. The position reports to the Chief Investment Officer and will be located in West Palm Beach, Florida.
Key Responsibilities
Conduct in-depth financial and strategic analysis of potential investment opportunities across public and private equity markets, and assist in research and analysis of sports-related opportunities
Monitor the performance of existing investments, providing regular updates and insights on exposures, risks, and opportunities for value creation
Perform market research to understand industry trends, investment opportunities, competitive dynamics, and regulatory frameworks
Assist in developing investment strategies and asset allocation recommendations
Conduct other ad hoc analysis and research and complete investment projects
Work closely with senior leadership, providing data-driven insights to support decision-making and communicating findings and recommendations effectively
Prepare and present investment memos and other materials to the Investment Committee
Liaise with external partners to enhance deal flow and industry knowledge
Qualifications and Skills
3-5 years of experience in investment analysis, private equity, asset management, or corporate finance
Bachelor's degree required. MBA or CFA a plus
Strong analytical skills with experience in financial markets, portfolio strategy, and investment manager evaluation
Enthusiastic about working on a small, nimble team and collaboratively sharing knowledge, participating in discussions, and providing support to colleagues
Ability to thrive in a dynamic environment, managing multiple priorities and deadlines effectively
Excellent interpersonal and communication (oral and written) skills, and ability to interact with investment managers and investment committees presenting complex ideas clearly and persuasively
Highly organized and able to multi-task independently with strong attention to detail
Uncompromising ethics and integrity
Base compensation for this role is expected to be approximately $150,000-$175,000. In addition to base salary, you will also be eligible for an annual discretionary performance bonus.
This position will be based in West Palm Beach, FL and will be 100% in-office.
Send cover letters and resumes to **********************.
Financial Advisor
Finance Consultant Job In Boca Raton, FL
Our Boca Raton office in Florida is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth.
In the spirit of pay transparency, we are excited to share that the base salary range for this position is $130,000-$150,000, exclusive of bonuses and benefits. This position is also eligible for a variable compensation and participation in our equity program.
WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity
Facilitate the financial planning process
Discover a prospect or client's values, goals and objectives
Understand their current financial situation
Engage them in the financial planning process
Prepare and conduct annual reviews, including both planning and investment topics
Source and close prospective clients
Proactively follow up with clients who have not implemented financial plan
Close leads provided by various WEG channels (Marketing, CRP, etc.)
Create opportunities within your network
Drive referrals from existing clients
Manage client relationships and client service as needed
Assist the Financial Advisor during client meetings and with follow-up
Take meeting notes and promptly enter into the CRM
Present financial advice or plan to client with the Financial Advisor
Meet with client to obtain additional planning information, or to clarify/confirm information provided
Analyze client's current investments and insurance policies
Placing trades and account management
Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology
Adherence to the Wealth Enhancement Group's Corporate Communication Strategy and in good compliance standing
Education/Qualifications
Requires a 4-year degree; business, finance, economics preferred
Advanced designation required (CFP, CPA, MBA, etc.)
Series 7, 66 (BD/RIA)
Series 65 (RIA Only)
Insurance Licenses
4+ years of experience within the wealth management industry
Ability to source and convert prospects to clients and provide high-level planning-oriented service
Possess excellent analytical, organizational, and communication skills (both oral & written)
Ability to manage multiple projects at once
Engagement in WEG, broader community and active participation in financial planning community
Wealth Management Advisor
Finance Consultant Job In Boca Raton, FL
Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. Investment News just awarded our parent company, Destiny Wealth Partners, the 2024 RIA Team of The Year and this is your chance to play a key role in the future success of our fast-growing organization!
The Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a wealth advisor and share our vision, then we would love to hear from you.
Description
The Wealth Advisor will establish new client relationships in addition to providing advisory services and support to a select group of clients. With financial planning responsibility for the firm's clients, the Wealth Advisor has the opportunity to build an excellent business under the leadership and reputation of Nichols Wealth Partners.
Responsibilities & Activities
· Develops new client relationships.
· Sources prospective client opportunities by capitalizing on networking and referrals.
· Follows up on firm-generated leads.
· Guides prospective clients through sales process
· Services and delivers financial planning to client base.
· Assists in research.
· Assists in developing client presentations.
· Services client needs and requirements as determined through client interaction. Proactively communicates with clients.
· Promotes the firm's wealth enhancement and planning services.
· Promotes established investment models and strategies that are suitable for our targeted clients.
· Adheres to all company and industry supervisory guidelines and policies.
· Participates in required meetings, training, and continuing education requirements.
· Assists the Firm's Principal Wealth Advisor as requested.
· Performs other duties as assigned.
Industry Experience Requirements
· Sales experience
· At least three to five years of financial planning and/or investment advisory experience, especially working with high-net-worth clients.
· Active Series 7 and 63 licenses.
· Active Series 65 or 66.
· Life, Health, and LTC Licenses.
· Clean U-4 and U-5 history.
· Certified Financial Planner (CFP) (preferred but not necessary)
Knowledge, Skills, & Abilities:
· Requires:
· Excellent verbal, written, presentation, and interpersonal communication skills.
· Excellent relationship management skills.
· Superior business development skills.
· Excellent attitude and an extraordinary client service orientation.
· A genuine interest in serving and caring for clients.
· Excellent organizational and time management skills.
· A burning desire to succeed.
· Proficiency with Microsoft Office Suite/Emoney/Morningstar
· Bachelor's degree or higher strongly preferred.
We also offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients' lives.
Investment Banking Associate
Finance Consultant Job In West Palm Beach, FL
About the Role - Devon Park seeks to hire an associate to work in firm's West Palm Beach, Florida area. The Associate will play a critical role in executing financial transactions, providing strategic advisory services, and supporting senior bankers in deal structuring and client relationship management. The team is small and nimble, offering significant growth opportunities to a highly motivated self-starter.
The associate will perform the following:
Prepare presentation materials and pitches for prospective clients
Analyze client financial and performance information and assist with due diligence investigations of prospective clients and companies
Run financial models of companies(company operating projections, LBO, DCF) and fund level returns modeling, with management company modeling a plus
Assist in the preparation of marketing materials, including private placement memoranda, confidential information memoranda, projection models and investor presentation materials
Coordinating investor meetings and responding to due diligence requests
Maintain a database of investor and sponsor commentary, feedback, and interests
Track market data to assist the group's communications with fund managers and limited partners
Qualifications - Applicants must possess the following qualifications:
1-4 years' prior work experience in investment banking (product group, coverage role, restructuring group), with an emphasis on financial modeling, secondaries experience a plus
Strong analytical and quantitative skills with training in the building of presentation materials and financial modeling
Knowledge and familiarity with alternative asset classes including with institutional investor segments and alternative portfolio preferences, a plus
Proven academic excellence with strong attention to detail and high standards of accuracy, background in computer science a plus
A desire to work in a team environment, often under pressure
Enthusiasm for working in an entrepreneurial culture
Strong interpersonal skills and ability to communicate both internally and externally
High level of responsiveness with a strong work ethic and commitment to maintaining a high-quality work product and ability to multi-task
Location - Role is in-person in South Florida. Candidates must relocate if not local
About the Company - Devon Park is an independent, employee-owned, elite boutique financial advisory firm located in South Florida. The company has a highly experienced senior team with 100+ years of collective buy-side and advisory experience across various types of transactions within the private markets. Devon Park advises leading private equity firms on strategic and financial matters, primarily by raising capital, executing secondary transactions, and providing capital solutions for private investment funds.
Our strategic advisory and capital raising services for managers and owners of private assets span (i) asset-level liquidity solutions, (ii) fund-level liquidity solutions, and (iii) management company-level financing solutions. As a member of the team, Associates and Senior Associates will have the opportunity to work directly with senior bankers that pool their experience from the world's leading financial advisory firms including Deutsche Bank, JP Morgan, Jefferies, PJT, Morgan Stanley, etc.
Equal Opportunity Statement -
Devon Park is an equal opportunity employer. We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. Devon Park also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants. For more information or to request an accommodation, please contact us.
Associate, Investment Team
Finance Consultant Job In Fort Lauderdale, FL
Deerpath Capital is a leading direct lending firm specializing in providing first lien, senior debt financing to middle market companies. Deerpath is focused on providing debt capital for acquisitions, refinancings, ownership transitions and growth capital to companies in the U.S. lower middle market. Deerpath has investment offices in New York, Boston, Chicago, Los Angeles and Fort Lauderdale, as well as overseas investor relations offices in London, Seoul, Tokyo and Brisbane. The firm employs approximately 100 employees.
Primary Responsibilities
Evaluating new investment opportunities, including modeling, industry research, and meeting with management teams
Preparing and presenting analysis and materials for the firm's investment committee
Monitoring the firm's existing portfolio companies
Assisting in firm's business development efforts, such as attending industry conferences, meeting with Private Equity Firms and Bankers
Desired Skills & Experience
2-4 years experience in investment banking, buyside transaction advisory or at a similar Lender or Private Equity Fund. Will NOT consider candidates without Investment Banking, Buyside Transaction Advisory or Lending/Private Equity backgrounds
Strong academic record
Excellent financial modeling skills
Considerable deal execution experience
Ability to work independently
Willingness to travel
Preference given to candidates currently residing in or that have demonstrable ties to the Fort Lauderdale area
NO RECRUITERS or AGENCIES for this posting. Any unsolicited resumes sent to Deerpath will be considered Deerpath property. Deerpath will NOT pay a fee for any placements resulting from the receipt of any unsolicited resumes.
Deerpath Capital Management, LP is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other protected characteristics.
Private Wealth Advisor
Finance Consultant Job In Fort Lauderdale, FL
Wealth Advisor - Fort Lauderdale, Florida
BEST-IN-CLASS Super-Community Bank and repeat client has engaged The Anderson Search Group to identify a Wealth Advisor for the Fort Lauderdale, Florida Market. This client is aggressively growing their Trust and Wealth group nationally and this role is critical to this growth. The Anderson Search Group has placed both the President of Trust and Wealth and Chief Development Officer to whom this role will report. Network of commercial bankers and branch referrals to take advantage of!
About Our Client:
Consistently recognized many times as the #1 performing bank in the United States in their asset size, by leading industry publications.
Named #1 bank for strength, stability and focus on innovation.
Forbes named Client to “America's Best Banks” and “World's Best Banks”, a tribute to their innovative service offerings and outstanding service delivery.
Benefits:
Industry leading benefits - Medical, Dental, Vision, 401K, Flex Spending Accounts
Pet Insurance
Enhanced Family Leave
Employee Assistance Program
Brooks Brothers Discount
Microsoft Home User Program
NEOU - The latest and greatest in real-time and on-demand fitness offerings for the whole family
The Ideal Candidate Shall Possess:
7+ years HNW/UHNW Private Wealth Management Business Development Experience
Proven track record for bringing in new fee based planning AUM and new HNW/UHNW clients using an existing external network in and around Fort Lauderdale
Bank wealth platform team sales experience preferred
CFP Designation Preferred
Entrepreneurial drive
The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Financial Advisor
Finance Consultant Job In Boca Raton, FL
ARE YOU…?
…tired of working for “big box financial”?
…working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?
…confident in your background, experience, and acumen working with individuals and businesses to reach common goals?
…exhausted by making money for a large corporation with no equity to show, versus building your own practice and legacy?
…wanting a work-life balance culture, as opposed to punching a timeclock and being micromanaged?
If you answered “YES” to any of the above, we may be the ideal home for you!
Evershore Financial Group specializes in comprehensive wealth management solutions tailored to the unique needs of individuals and businesses. We are looking for candidates who are entrepreneurially minded with client-facing certainty.
Our Advisors have access to a dedicated support staff who help process business more efficiently and thoroughly, along with a multitude of competitive products and services including insurance, investments, and fee based financial planning. There are no proprietary product sales requirements. We have locations in Palm Beach Gardens, Boca Raton, and Orlando/Maitland.
At Evershore Financial, you will work with individuals who walk the walk and have successful, growing practices. We don't hire for numbers; we have an incredibly strong culture within our tight-knit offices. We look for unique individuals who are worth devoting significant time and resources toward helping them grow - open architecture, no proprietary product requirements, highly credentialed advisors, and the business judgement to help real advisors take their practice to the next level. We cater to each individual and will customize a compensation package based on your experience.
What does this mean for you?
We specialize in practice growth and the ability to help advisors become more sophisticated in their practice.
Onboarding with comprehensive training and education from actual practitioners, not a cold ‘read the book' experience.
You will receive unmatched mentoring relationships, joint work, support, and collaboration.
We start with the end in mind and practice what we preach, so our advisors have access to succession planning tools and a guided future.
ARE YOU THE RIGHT FIT FOR US; DO YOU HAVE….?
…the desire to be and think like a business owner - matching work ethic, growth ambition, and capability to execute business initiatives?
…the ability and willingness to cultivate long-term client relationships?
…the goal of building equity in your career, opposed to growing a corporate bottom line?
…a combination of confidence, competitiveness, humility, and willingness to learn from others?
…the strong commitment to success - for you, the team, and most importantly - your clients?
…or are you able to obtain your FINRA licenses (Series 7 and 66) and advanced designations such as Certified Financial Planner?
Again, if you answered “YES” to any of the above - CLICK TO APPLY NOW! Your successful career with Evershore awaits!
Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd., Suite 990, Palm Beach Gardens, FL 33410. ******************
Experienced Financial Advisor
Finance Consultant Job In Boca Raton, FL
Job Description: Financial Advisor
Noesis Capital Management is a Registered Investment Advisor (RIA) firm specializing in personalized, cross-border financial solutions for high-net-worth clients. With offices in the U.S. and Europe, we provide comprehensive wealth management services, including investment planning, portfolio management, generational planning, family office support, and more. We are seeking a proactive and dedicated Financial Advisor to join our team in Boca Raton, FL, and contribute to our continued growth and client success. Learn more about us by visiting ***********************
Position Overview:
As a Financial Advisor at Noesis, you will be responsible for managing and growing existing client relationships, fostering new business opportunities, and maintaining strong connections with Schwab Advisor Network (SAN) branches. You will provide strategic financial guidance while ensuring transparency, integrity, and personalized client service.
Key Responsibilities:
Manage Existing Clients: Maintain and grow existing client relationships by providing clear and transparent ongoing communication.
Financial Planning & Advisory: Develop financial plans & investment strategies tailored to clients' needs.
SAN Relationship Management: Maintain and enhance relationships within the Schwab Advisor Network, including domestic, national, and international partner branches.
Schwab Branch Visits: Conduct regular visits to Schwab domestic branches to build and maintain collaborative relationships.
Qualifications & Requirements:
Requisites for Schwab/SAN System: Must meet the qualifications necessary for acceptance into the Schwab Advisor Network system.
Proactive & Self-Motivated: Demonstrates a proactive approach to client management and business development.
Commitment to Learning: Willingness to continuously expand knowledge among variety of subjects from financial markets to artificial intelligence.
Transparency & Integrity: Maintains high ethical standards with a commitment to transparent financial advice.
Team Player with Strong Social Skills: Excellent interpersonal and communication skills, fostering collaboration within the team and with external partners.
Location Requirement: Must be based in the Boca Raton, FL area or willing to relocate.
Preferred Designations: CFP designation (or applicant).
Work Experience: Ideally 5+ years in financial services industry.
Why Join Noesis Capital Management?
Collaborative Culture: Be part of a dynamic team with a strong emphasis on collaboration and continuous learning.
Unique Expertise: Opportunity to work with international clients and complex cross-border financial strategies.
Competitive Compensation Package: Base salary with comprehensive benefits and professional development support.
How to Apply:
Interested candidates should submit their resume and cover letter detailing their qualifications and interest in the position to **************************. Please include “Financial Advisor - Boca Raton” in the subject line.
Investment Analyst
Finance Consultant Job In Palm Beach Gardens, FL
The Opportunity
Investment Analyst
Who We Are
Our client specializes in leasing and financing aircraft and engines for a global clientele, including airlines, financial institutions, and MROs. We pride ourselves on delivering tailored solutions that meet the complex needs of our clients.
Position Overview
As an Investment Analyst, you will play a crucial role in evaluating and managing the financial aspects of our leasing and financing operations. You will analyze investment opportunities, conduct financial modeling, and support decision-making processes to ensure the profitability and sustainability of our aircraft and engine portfolios.
Key Responsibilities as an Investment Analyst-
Accounting and Finance- To function in a high capacity with an excellent eye for detail and acumen in accounting and finance
Financial Modeling- Responsibility for the creation financial models, conducting market research and writing investment memorandums and completing operational tasks
Projections- Exhibit the ability to analyze market trends within the air transport industry, airline operator, fleet analysis and financial condition reviews
Asset Management- Develop complex cash flow projections and model new opportunities in collaboration with the team using advanced Excel modeling skills
Contract Research- Extract economic variables and other key contract considerations from lease documentation issued by counter-parties to verify and support pricing considerations
Presentations- write investment memos, Power Point presentations and PPMs in collaboration with the investment team
Transaction Processing- Operate in a fast-paced working environment with multiple transaction reviews occurring simultaneously
Minimum Qualification as an Investment Analyst:
• 2+ years' experience as a Financial Analyst
• Basic knowledge of accounting and finance
• Strong ability with Excel and MS Office
• Highly collaborative and accountable
• Detail-oriented and able to perform well under pressure
• Positive and professional demeanor
• Good listener and well organized
• Bachelor's degree
Preferred Qualifications as an Investment Analyst:
• Top academic credentials, CPA, MBA, or CFA or partial completion
• Equipment leasing experience
• Experience in financial services industry, preferably PE
• Exceptional written and verbal communication skills
Project Finance Associate Attorney
Finance Consultant Job In West Palm Beach, FL
Akerman LLP seeks a Project Finance associate with 3 to 5 years of transactional experience. Ideal candidate would have at least 3 years of experience representing lenders or tax equity investors in renewable energy project finance transactions. Must possess strong academic performance, and have excellent writing and analytical skills. Qualified candidates can be resident in any of our Atlanta, Chicago, Florida, New York, North Carolina, Texas, or Washington D.C. offices. Must possess a Juris Doctorate degree from an ABA accredited law school and be a member of the District of Columbia, Florida, Georgia, Illinois, New York, North Carolina, or Texas bars (depending on office location).
About the Firm
Founded in 1920, Akerman is recognized as one of the country's premier law firms, with more than 700 lawyers in 25 offices throughout the United States. To learn more about our firm, please visit us at ****************
Firm Recognitions
Top 100 U.S. Law Firms (
The American Lawyer
)
Among the Most Innovative Law Firms (
Financial Times
)
Ranked among 100 Most Prestigious U.S. Law Firms (
Vault
)
Ranked among the Top Large Law Firms for Diversity (
Law360
)
Ranked among the Top 30 Large Law Firms for Gender Equity (
Law360
)
Leadership Council on Legal Diversity, 2023 Top Performer
Equal Employment Opportunity Policy
We are committed to providing a supportive and inclusive environment where all individuals can reach their full potential, no matter their race, color, sex, religion, national origin, age, disability, marital status, gender identity/expression, sexual orientation or genetic makeup.
Note to Search Firms
Akerman LLP will not accept unsolicited resumes or other unsolicited candidate information from Search Firms. Submissions will only be considered when a fully executed fee agreement is in place. Search firms should contact **************************** for additional information.
Financial Analyst
Finance Consultant Job In West Palm Beach, FL
Become the newest member of our exciting team at SROA Capital as we redefine self-storage!
SROA Capital is a vertically integrated private equity real estate and technology platform. Our success is driven by a focused strategy of investing in self-storage on behalf of our principals and partners under the brand Storage Rentals of America. Currently, our portfolio comprises over 667 self-storage facilities totaling over 22 million square feet.
At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel.
The Junior Financial Analyst will collaborate with senior members to support various financial initiatives including project management, financial analysis, budgeting, modeling, data analytics, reporting, and data visualization efforts.
Duties and Responsibilities
Assist in project management activities related to FP&A projects, ensuring timely completion and adherence to project goals.
Conduct comprehensive financial analysis to support decision-making processes, including but not limited to, investment analysis, cost analysis, and financial forecasting.
Support annual budget and rolling forecast process; tracking key dates and managing inputs from departmental contributors.
Collaborate with team members to develop and maintain financial models to evaluate business performance and identify opportunities for improvement.
Support budgeting processes by collecting and analyzing financial data, identifying trends, and preparing budget reports.
Utilize data analytics techniques to extract insights from financial data and present findings to stakeholders.
Assist in compilation of monthly and quarterly reporting, including analysis of Company performance and providing commentary to explain results.
Identify expense anomalies in monthly financial results and propose solutions to minimize variances going forward.
Generate insightful reports and presentations using Power BI and PowerPoint to communicate financial and operational information effectively.
Assist in the development of dashboards and data visualizations to facilitate understanding and interpretation business KPIs.
Provide analytical support for quarterly and annual investor reporting,
Stay updated on industry trends, best practices, and technological advancements to enhance financial analysis capabilities.
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or related field.
Master's degree in Finance, Accounting, Economics, Business Administration, or a related field (preferred).
1-3 years of experience in financial analysis, project management, or related roles.
Proficient in Excel (familiarity with VBA is beneficial but not required).
Strong understanding of financial concepts and methodologies.
Experience with data visualization tools such as Power BI.
Excellent communication, organizational and presentation skills, with the ability to convey complex financial information in a clear and concise manner.
Strong analytical and problem-solving abilities, with a keen attention to detail.
Ability to work effectively in a collaborative team environment and independently when necessary.
Proactive attitude with a willingness to take on new challenges and learn new skills.
Proficiency in SQL or other database querying languages (preferred).
A strong work ethic, with an ability to work in a dynamic and demanding work environment to meet critical deadlines.
SROA Offers:
Competitive pay with bonus potential
UKG Wallet - on-demand pay option
100% paid medical coverage options for employee-only
Dental and vision plans for optimal care
Eight (8) paid holidays
Generous Paid Time Off (PTO), increasing with years of service
Paid Maternity and Parental Leave for growing families
401(k) with substantial employer match and 100% immediate vesting
Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Dependent Care Flexible Spending Accounts (DCFSA) for tax-advantaged savings
GAP Insurance for added financial protection
Employer-paid Life Insurance and Short-Term Disability coverage
Long-Term Disability (LTD) coverage for added peace of mind
Pet insurance - because your pets are family too
Storage Discounts to help you declutter and organize
Access to Voluntary Benefits for personalized coverage
Learning and development opportunities to maximize your potential and excel in your career
A great culture that values collaboration, innovation, and inclusivity
SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.
Financial Services Professional
Finance Consultant Job In Fort Lauderdale, FL
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Services Professional, you will:
· Build a client base by growing relationships with your network and providing guidance
· Gain expertise through sponsored coursework and proprietary agent development training
· Guide clients through important financial decisions using the latest software and our expansive product portfolio
· Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Services Professional?
· The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
· Self-motivation to connect with company provided sales leads and network with new clients
· Strong relationship building, communication, and time-management skills
· A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
· Highly competitive commission structure designed to grow with you
· Passive income opportunities and bonus programs
· Fully paid insurance licensing, SIE, Series 6, Series 63, CFP
· Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
· Flexible in-office schedules once you complete your agent training
· Progressive advancement opportunities
· Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
Risk Analyst
Finance Consultant Job In Boca Raton, FL
Onsite opportunity located in Boca Raton five days a week.
We're looking for a Risk Analyst, with passion for a fast-paced high-growth FinTech industry.
FlexShopper, LLC, a wholly owned subsidiary of FlexShopper, Inc. (Nasdaq: FPAY) is a financial and technology company that provides brand name durable goods to consumers on a lease-to-own (LTO) basis through its ecommerce marketplace (******************** and LTO payment method. FlexShopper also provides LTO technology platforms to retailers and e-tailers to enter into transactions with consumers who want to obtain durable goods, but do not have the available cash or credit.
Risk Analyst will cooperate in FlexShopper's highly collaborative, fast-paced startup environment and contribute to the team and the organizations success while taking on the additional responsibility of serving as a respected subject matter expert.
This position is responsible for overseeing the development, maintenance, and interpretation of strategies and policies for FlexShopper.
Essential Duties and Responsibilities:
Quantitative Analysis and Strategy:
Works directly with various multi-disciplinary areas to identify and analyze potential risks, rewards, and opportunities that exist within FlexShopper's operating landscape.
Leads and conducts continuous research and statistical analysis, using existing & new data sources to identify factors that impact applicant's risk.
Evaluates new strategies to reduce risk, with minimal impact to good customers, completes cost/benefits analyses and makes thoughtful recommendations.
Works as part of the Risk team to develop risk & fraud prevention strategy criteria, evaluates, and communicates multiple scenarios, works with leadership to assess, deploy, and maintain strategies and policies.
Conducts performance monitoring and attribution analysis around effectiveness of Risk tools.
Seeks and generates new ideas to enhance business policies to derive actionable outcomes.
Succeeds in a fast paced, entrepreneurial and dynamic environment, while maintaining controls and operational excellence around all work products.
Education and Experience:
Bachelor's degree in a technical discipline,
Master's degree preferred: Mathematics, Statistics, Economics, Stem, Finance or Engineering.
At least 2 years in one or more areas of risk: Risk or Portfolio Management, Risk Analytics, Risk Policy, Model Development, Fraud Analytics, Fraud Prevention or Fraud Model development experience.
At least 4 years of financial industry experience preferred, consumer finance expertise preferred.
Communication Skills:
Creates strong partnerships with team members throughout the organization
Presents findings to all levels of leadership and has superb communication skills, both written and verbal
Answers complex analysis-related questions in a public setting
Creates clear documentation of standard operating procedures and best practices
Researches and recommends best practices, tools, and methodologies for ongoing improvement
Advocates Security, Information Privacy, and Risk Management policies, practices, and procedures
Business Intelligence/Analytical Skills:
Advanced analytical and problem-solving skills.
Solid understanding of statistical methods of data analysis.
Familiarity with technologies used in Risk Management and Fraud Prevention.
Expertise in risk criteria and risk strategy creation, deployment, and maintenance.
FlexShopper is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Financial Analyst
Finance Consultant Job In Pompano Beach, FL
Hybrid or Remote | Manufacturing Industry Experience Preferred
A fast-paced, data-driven environment is looking for a Financial Analyst to support finance and operations through detailed reporting, cost analysis, and collaboration with cross-functional teams. This role plays a vital part in driving efficiency, accuracy, and profitability across the business.
Key Responsibilities:
Analyze Cost & Operational Data:
Evaluate production and cost metrics to identify patterns, variances, and opportunities for cost reduction and performance improvement.
Reporting & Dashboards:
Build, maintain, and improve recurring reports and dashboards using financial and operational KPIs to inform strategic decisions.
Cross-Functional Collaboration:
Work closely with operations, supply chain, and other business units to assess the financial impact of process changes and business strategies.
Month-End Support:
Assist with month-end and quarterly close activities, including variance analysis, accrual support, and financial reporting.
Forecasting & Budgeting Support:
Provide input for forecasting and budgeting processes by analyzing historical data and trends.
Process Optimization:
Recommend and implement improvements in reporting, data accuracy, and financial workflows to streamline operations.
Requirements:
Bachelor's degree in Finance, Accounting, or a related field.
Proficient in Excel functions such as PivotTables, VLOOKUP, and multi-sheet analysis.
Strong understanding of accounting principles, including cost accounting.
Experience with ERP systems such as NetSuite, JD Edwards, SAP, or equivalent.
Familiarity with business intelligence tools like Power BI, Tableau, or similar.
Ability to analyze large data sets and translate findings into clear, actionable insights.
Excellent organizational and communication skills.
Strong attention to detail and a proactive problem-solving mindset.
Preferred Qualifications:
Previous experience in a manufacturing or production-focused environment.
Exposure to financial modeling and scenario planning.
A passion for continuous improvement and data-driven decision-making.
If you're someone who enjoys making sense of numbers, connecting financial data to real-world operations, and helping teams work smarter, this role offers a great opportunity to grow and make an impact.
Bentley & Rolls Royce Client Advisor
Finance Consultant Job In West Palm Beach, FL
Braman Bentley & Rolls Royce, located in West Palm Beach, Florida, has an immediate opening for an experienced Client Advisor.
Since 1971, Braman Motorcars has earned an impressive reputation for customer service excellence through our employees and their commitment to excellence. We are committed to developing lasting relationships with our clients as well as our employees. If you're a top performer in the highline automotive market and is seeking a premiere compensation package and unlimited rewards for continued success, then Braman Motorcars is where you want to be!
The ideal candidate will have a minimum of 7 years' experience in highline automotive sales, have integrity, a positive attitude, a proven track record, and the desire to provide the highest level of customer service to our clients. Candidate must be able to establish long-term relationships with our customers while maintaining a high level of customer satisfaction.
Qualifications/Experience Required:
- Exceptional communication skills with customers in person, on the telephone and via email.
- Minimum of 7 years' of highline automobile sales experience with a proven track record.
- Top performer in their current dealership and/or have Bentley/Rolls Royce experience preferred
- Book of business is a plus.
- Must have a clean, valid drivers' license
Relocation expenses will be considered for proven top performers!
Send resume for consideration to: ****************************
Economics Consultant - Part Time
Finance Consultant Job In Fort Lauderdale, FL
About Outlier Outlier is the world's leading expert platform, connecting a network of over 100,000 contributors worldwide to improve AI models by providing expert human feedback. We partner with companies including OpenAI, Meta and Microsoft to enable advanced generative AI models to provide accurate responses and advanced reasoning capabilities.
We are looking for advanced Economics experts to teach AI how to interpret and solve complex problems by: Evaluate AI-generated content for factual accuracy and relevance in Economics.
Develop and answer Economics-related questions to refine AI understanding.
Assess and rank AI responses based on scientific rigor.
Required expertise and qualifications: Education: Master's degree or higher (PhD preferred) in Economics or a related field (can be currently enrolled) Research Experience: Strong preference for candidates with peer-reviewed publications, patents, conference presentations, research grants, or industry R&D contributions English Proficiency: Ability to read and write with minimal errors Bonus Skills: AI model training experience is not required but helpful Payment: Currently, pay rates for core project work by Economics experts range from $30 to $50 per hour USD but varies based on your geographic location (see note below) Opportunities for higher-paying research projects based on performance.
Rates vary based on expertise, skills assessment, location, project need, and other factors.
For example, higher rates may be offered to PhDs.
For non-core work, such as during initial project onboarding or project overtime phases, lower rates may apply.
Certain projects offer incentive payments.
Please review the payment terms for each project.
Financial Analyst
Finance Consultant Job In West Palm Beach, FL
The Financial Analyst will drive system efficiencies and operational improvements across the Construction portfolio, contributing to strategic growth initiatives. This role is responsible for maintaining standard reporting measures, documenting processes, analyzing financial data, and providing actionable insights to support budgeting, forecasting, and variance analysis. The analyst will work closely with business partners and cross-functional teams to ensure accurate financial reporting, manage accounts payable (AP) processes, and support informed decision-making through detailed analysis and data consolidation.
Core Responsibilities:
Partner with construction managers and business leaders to understand financial resources, including funding sources, project timelines, and spending forecasts.
Manage and validate financial data through collaboration with team members and regular spot checks to ensure accuracy and consistency.
Develop and maintain operational reporting tools to monitor financial performance and identify trends.
Provide analytical support by evaluating actual results against forecasts and budgets, assessing the feasibility of business strategies, and recommending adjustments where necessary.
Identify data discrepancies, propose solutions, and implement streamlined processes for research, analysis, and tracking.
Consolidate data from multiple sources to deliver clear, actionable insights that drive strategic decision-making.
Act as the primary point of contact for business partners regarding AP issues, including sending monthly invoicing reports, managing purchase orders, and resolving AP holds within a 30-day window.
Monitor AP aging reports and ensure timely resolution of outstanding issues.
Support weekly financial reporting, budget tracking, and system reconciliations to maintain accuracy and control.
Ensure regular, consistent, and punctual attendance, with the ability to work nights, weekends, and overtime as needed.
Perform other duties and responsibilities as assigned.
Job Specifications:
Education: Associate's or Bachelor's Degree in Finance, Accounting, or a related field preferred.
Experience: 3-5 years of relevant experience, with a strong focus on AP, AR, or financial analysis.
Technical Skills: High proficiency in Microsoft Excel, including pivot tables, VLOOKUP, XLOOKUP, and index formulas. Experience with Oracle and Salesforce is highly preferred.
Communication: Strong written and verbal communication skills with the ability to engage effectively with business partners and internal stakeholders.
Detail-Oriented: Ability to manage high-volume data reconciliation and ensure accuracy in line-item details.
Problem-Solving: Proactive in identifying issues, recommending solutions, and driving process improvements.
Preferred Qualifications:
Experience managing an AP or AR portfolio, with a strong understanding of financial controls and business operations.
Ability to work independently and manage multiple priorities in a fast-paced environment.
Strong analytical and organizational skills with a focus on delivering data-driven insights.
#LI-AL1
Financial Analyst
Finance Consultant Job In Pompano Beach, FL
Job Title: Financial Analyst
Department: Accounting & Finance
Reports To: Accounting Manager
Salary:
$100,000 per year plus benefits
in Pompano Beach, FL
The Financial Analyst will play a crucial role in supporting the company's financial operations by performing detailed data analysis, reporting, and collaborating with key stakeholders. The ideal candidate will have a strong foundation in finance, be driven to enhance efficiency and accuracy, and thrive in a fast-paced manufacturing environment.
Key Responsibilities:
The following are key duties and responsibilities for this position; additional tasks may be assigned based on departmental or strategic needs:
Analyze financial and production cost data to identify trends, variances, and opportunities for improvement.
Develop and organize reports using key metrics for performance evaluation.
Assess financial KPIs to drive cost control and process optimization.
Collaborate with operations, supply chain, and quality assurance teams to evaluate the financial impact of business decisions.
Assist in preparing monthly financial reports, highlighting key trends and variances.
Review and analyze capital expenditures, depreciation, and lease documentation.
Analyze financial data related to manufacturing variances, product costs, material usage, and scrap to optimize efficiency.
Utilize ERP systems (e.g., NetSuite, JD Edwards, SAP, or similar) to generate financial reports and support data-driven decision-making.
Assist in preparing and analyzing inventory valuation reports to ensure accurate costing and valuation.
Contribute to financial projects such as system enhancements and process automation.
Perform other duties as assigned by the supervisor.
Required Skills:
Proficiency in Excel (e.g., VLOOKUP, PivotTables, multi-sheet formulas) and familiarity with financial tools (e.g., Power BI).
Solid understanding of accounting principles and cost accounting.
Experience with ERP reporting tools (NetSuite, JD Edwards, SAP, or similar). NetSuite experience is a plus.
Strong analytical and problem-solving skills with attention to detail.
Excellent time management and organizational skills.
Ability to work independently and collaborate in cross-functional teams.
Capable of handling large datasets and meeting tight deadlines.
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field.
2-4 years of financial analysis experience, preferably in a manufacturing or pharmaceutical environment.
Master's degree preferred.
Strong Excel skills (e.g., VLookup, Pivot tables, multi-sheet formulas).
Experience in a manufacturing or cGMP environment is a plus.
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Financial Analyst- Corporate Finance G&A
Finance Consultant Job In Boca Raton, FL
The Financial Analyst role will help support the annual planning and budgeting process, partnering closely with cross functional stakeholders to develop detailed financial plans. This role will support our corporate FP&A team to standardize, streamline, and prioritize reporting improvements across different corporate functions, and will help increase the overall reliability and efficiency of driving insight in financial reporting across the different functions supported.
Duties and Responsibilities:
* Support financial planning, oversight and drive budgeting process for G&A expenses across multiple corporate functions. The role will require partnering closely with cross functional stakeholders to develop and track detailed financial plans.
* Support our monthly close process
* Support our corporate FP&A team to standardize, streamline, and prioritize corporate expense reporting improvements. Help to create and continuously improve insightful reports to explain monthly and quarterly drivers of P&L variances between actual performance and budgeted.
* Support Deep Dives on specific focus areas within the different corporate functions supported.
Requirements:
* Interest in growing a career in corporate finance. Willingness to learn and work with large volumes of financial data, understand the details, and present key findings to senior leadership as a finance partner in a concise and actionable manner.
* Excellent written and verbal communication skills with the ability to convey at times complex financial concepts to non-finance stakeholders.
* Basic experience with working with Excel and PowerPoint
* Basic accounting knowledge (preferred)
* Self-starter with a "can do" attitude who is comfortable asking questions and enjoys challenging the status-quo and problem-solving.
* Ability to deal with ambiguity and deliver results in an unstructured environment.
* Attention to detail and the highest standards for accuracy and precision, with strong organizational skills.
* Ability to build trusting relationships with key stakeholders and experience in presenting solutions in a clear and accessible way.
* Ability to work in a team environment.
* BA/BS in Finance, Accounting, Business, Economics (required)
Location:
This role requires to be onsite three days a week at our corporate headquarters in Boca Raton, FL. The other two days are remote, offering the flexibility you need while still engaging in meaningful collaboration with cross-functional teams.
Sponsorship:
* Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time