Financial Services Vice President of Sales
Finance Director Job 19 miles from Dunedin
Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.
The Opportunity:
You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Tampa, FL.
The Day-to-Day:
Be the voice of Fisher Investments to prospective clients
Review prospects' personal financial situation and provide solutions
Educate prospective clients on the competitive landscape
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
No travel required as this position is focused on phone-based sales or virtual connections
Your Qualifications:
2+ years experience working in financial services
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
Multi-year track record of success driving results
Success persuading and educating prospects
Compensation:
This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Chief Financial Officer
Finance Director Job 20 miles from Dunedin
Global Widget is a vertically integrated, next-generation consumer packaged goods (CPG) manufacturer of quality health and wellness products, focusing on gummy production. Our dedication to innovation lies within our mission to formulate, manufacture and distribute the industry's most-trusted products for health-conscious consumers everywhere.
Position Overview - Chief Financial Officer (CFO) - Manufacturing Industry
We are seeking an experienced and strategic Chief Financial Officer (CFO) to lead the financial operations of our growing manufacturing company. The CFO will play a critical role in driving financial performance, optimizing capital structure, and supporting strategic growth initiatives. The ideal candidate will have a strong background in the manufacturing sector and a proven track record of working with private equity (PE) investors, ensuring financial transparency, operational efficiency, and value creation.
Responsibilities
Financial Strategy & Leadership
Develop and execute financial strategies that align with the company's long-term business objectives.
Provide financial insights and guidance to the company owners and private equity stakeholders.
Lead capital allocation planning, including investment decisions, cost optimization, and return on investment (ROI) analysis.
Drive financial planning, budgeting, and forecasting processes to ensure accurate and timely reporting.
Private Equity & Investor Relations
Serve as the key financial liaison between the company and potential private equity partners, lenders, and investors.
Ensure compliance with reporting requirements, including quarterly and annual financial statements, KPIs, and performance metrics.
Support M&A initiatives, including due diligence, valuation analysis, and post-acquisition integration.
Operational & Financial Management
Oversee all financial functions, including accounting, treasury, tax, and risk management.
Implement and enhance financial controls, policies, and procedures to support operational efficiency and mitigate risks.
Drive working capital management, including cash flow optimization, inventory controls, and cost reduction initiatives.
Lead ERP and financial systems improvements to ensure accurate reporting and operational efficiency.
Team Development & Leadership
Build and mentor finance team, fostering a culture of accountability and continuous improvement.
Partner with cross-functional teams, including operations, sales, and supply chain, to drive business performance.
Provide strategic financial insights to support decision-making across the organization.
Qualifications & Experience
10+ years of progressive financial leadership experience, with at least 5 years as a CFO in a manufacturing environment.
Experience working with private equity-backed companies, including financial reporting, investor relations, and value creation strategies.
Strong background in financial planning & analysis (FP&A), M&A, and operational finance.
In-depth knowledge of cost accounting, manufacturing operations, and supply chain finance.
Proven ability to drive EBITDA growth, optimize financial structures, and enhance shareholder value.
Experience leading ERP system implementations and financial automation projects.
CPA, CFA, or MBA preferred.
Skills & Competencies
Strategic thinker with a hands-on approach to execution.
Strong leadership, communication, and negotiation skills.
Ability to thrive in a fast-paced environment.
Expertise in financial modeling, valuation, and investment analysis.
Director of Finance And Accounting
Finance Director Job 20 miles from Dunedin
Director of Accounting and Financial Reporting
Salary: $175k + $30-40k bonus (open to discussion)
A leading specialty insurance distribution business operating through managing general agents (MGAs), underwriters, and brokers. The company specializes in various insurance lines, including accident and health, specialty commercial auto, marine and international risk, and professional liability. Recent expansion efforts have strengthened its underwriting capabilities across multiple markets.
Job Summary:
Responsible for financial reporting under US GAAP, including ASC 606 revenue recognition. Key responsibilities include preparing and reviewing financial statements, overseeing financial reporting for SEC filings and internal use, supporting budgeting and forecasting, and ensuring strong internal controls. This role also involves working closely with corporate accounting, identifying process improvements, and leveraging technology for efficiency.
Key Responsibilities:
Accounting & Reporting:
Manage month/quarter-end close, including journal entries, allocations, and reconciliations.
Oversee ASC 606 revenue recognition and trust reconciliations.
Prepare/review financial statements, flash reports, and SEC filings.
Develop and implement accounting policies in alignment with corporate standards.
Cash Management & Treasury:
Monitor bank activity, manage cash flow, and oversee trust account revenue recognition.
Approve treasury transactions for brokers/carriers.
Budgeting & Forecasting:
Assist in annual budget preparation and budget vs. actual analysis.
Work with FP&A to develop KPIs and manage expenses.
Other Responsibilities:
Supervise accounting teams and streamline reporting processes.
Collaborate with internal/external auditors and corporate finance.
Support technology initiatives to improve efficiency.
Contribute to board materials and special projects.
Qualifications:
Bachelor's degree in Accounting/Finance; CPA preferred.
8-10 years of experience in accounting/financial reporting (insurance/MGA experience a plus).
Strong knowledge of US GAAP, ASC 606, and public company operations.
Excellent problem-solving and communication skills.
Experience with Microsoft Office, Workday, Power BI, and financial systems preferred.
If this role sounds interesting or you have any questions about the position or company, please get in touch directly and we can set up a time to speak
FIRM ADMINISTRATOR/CFO
Finance Director Job 20 miles from Dunedin
Saxon Gilmore & Carraway, P. A., a downtown Tampa law firm, is seeking a Firm Administrator/Controller. The candidate needs at least 5-7 years of experience in professional services firm management. A bachelor's degree in business with a major in accounting or an accounting degree is required. Excellent interpersonal and leadership skills and the ability to simultaneously manage numerous tasks are essential. Must demonstrate initiative, professionalism, flexibility, and ability to work in a fast-paced environment
Primary responsibilities for this position are the financial aspects:
Accrual financial reports monthly using Juris Accounting Module
Convert accrual to cash basis financials monthly - excel report
Run cost analysis reports monthly - excel report
Cash management - excel reports and bank reconciliations - Juris
Various excel reports set-up and update monthly
Prepare the firm budget, salary, commission/bonus reports and update thru the year - excel
The ability to maintain, update, create and interpret excel spreadsheets is vital.
In addition to the financial aspects are:
Semi-monthly payroll thru ADP
Implementation of all insurance policies
Main contact with bank representatives and building management
HR - from the search process to coordinating interviews, offer letters, and first day
orientation
Excellent benefits package after 30 days plus paid parking from the first day of employment.
Salary commensurate with experience.
Please submit resume and cover letter.
Assistant Director of Finance
Finance Director Job 31 miles from Dunedin
Assistant Director of Finance - Wesley Chapel, FL - Up to $115k
Our client is a nationwide hospitality group managing hotels across the country. We are assisting them in recruiting an Assistant Director of Finance to join one of their properties in Florida. This is an exciting opportunity to become part of a growing organization and a dynamic, collaborative finance team.
The Role
The Assistant Director of Finance oversees comprehensive financial operations for multiple HOAs, including budgeting, forecasting, and ensuring compliance with regulations. They manage accounting functions, prepare detailed financial reports, and coordinate audits to maintain transparency and accuracy. Additionally, this role involves mentoring accounting staff, managing vendor contracts, and optimizing technology to enhance financial processes.
What they are looking for:
Proven accounting management experience, preferably within HOAs, property management, or real estate, with demonstrated expertise in financial management and reporting.
or CMA certification is strongly preferred, along with a deep understanding of budgeting, assessments, reserve funds, and HOA financial management.
Advanced proficiency in accounting software and the Microsoft Office Suite, combined with strong analytical and organizational skills to handle complex financial operations effectively.
Excellent interpersonal and presentation skills, with the ability to engage HOA boards and stakeholders effectively, as well as familiarity with HOA laws, regulations, and governing documents.
If you are keen to discuss the details further, please apply today or send your cv to Nas at COREcruitment dot com
Due to the volume of application, we may not be able to provide feedback to all applicants. If you haven't heard from us within 2 weeks, please consider your application unsuccessful. Nevertheless, feel free to reach out!
Director of Finance
Finance Director Job 20 miles from Dunedin
Job Title: Director of Finance
This role will provide financial leadership to maintain the financial control environment, drive performance and optimize profitability for the Tampa operations as well as being the business partner for the VP of A&D Tampa. This position will lead a finance and accounting team consisting of 2-3 direct reports. Key responsibilities will include oversight of the month-end close, financial planning and analysis, POC (ASC 606) accounting, financial reporting, SOX compliance, forecasting, operational planning, preparation of annual operating budgets, cash flow improvement, KPI tracking, audit support (external and internal), as well as special projects as directed by the VP of Finance.
Principal Activities
Financial stewardship: Maintain the integrity of the accounting and financial books of record and maintain a proper control environment over company assets and expenditures. Oversee the month-end close, ensuring all journal entries and accruals are properly recorded in accordance with US GAAP and company policy.
Internal Control: Overall site responsibility for maintaining control environment in accordance with Sarbanes-Oxley requirements. Supports requests from external and internal auditors as required.
Team Leadership: Change agent, mentor, coach, develop, and assist site finance & accounting team members to effectively perform assigned duties. Foster a learning culture within the team, promoting knowledge sharing and continuous professional development.
Cost Accounting: Oversight of Cost Accounting function to ensure integrity of product costing and estimates at completion (EAC) for POC accounting.
Planning and Forecasting: Lead the preparation of the annual operating budget and monthly forecasts (P&L, Balance Sheet, Cash Flows).
Reporting and Analysis: Prepare and analyze performance reports, financial statements and operational metrics. Present and effectively communicate performance results to local and AFS Group management teams to facilitate a clear understanding of key performance indicators and provide insight into cost drivers.
Capital investment: Lead annual capital budgeting process. Prepare financial evaluation of capital investments (PP&E). Ensure proper capital / expense recording. Analyze and track expenditures and provide variance analysis.
Financial Projects: Provide financial leadership for activities involving Sales and Operations. Examples include make vs. buy studies, product line P&Ls, operations restructuring, distribution and pricing analyses and activity-based costing.
Cash Flow: Lead efforts to improve cash flow through coordination with Financial Shared Services (receivables and payables) and Tampa operations (inventories).
Productivity / Process Improvement: Using Lean tools, drive improvements in financial processes, including automation of manual activities, improvements in the quality and consistency of data and analysis, and elimination of non-value-added work. Identify cost reduction or efficiency opportunities and lead related cross functional projects, Kaizen activities, or other initiatives as required.
Initiatives: Provide financial support to drive key site improvement initiatives including, but not limited to, project accounting, pricing controls, product line reporting, SKU margin improvement and cost reduction programs.
Cross Functional Leadership: Serve as financial leader for financial activities supporting P&L Leader of -Tampa A&D including, but not limited to, reporting of Tampa financial results, coordination of SIOP process and SKU rationalization.
Requirements
CANDIDATE REQUIREMENTS
Knowledge Skills & Abilities
Large, multinational corporate experience in the area of manufacturing a plus.
Experience leading finance / accounting teams
Manufacturing experience strongly preferred
Undergraduate degree in accounting or finance or equivalent experience
Knowledge in accounting, FP&A and audit
Knowledge of Governmental Accounting and Percentage of Completion (POC) Accounting (ASC 606).
US GAAP experience and understanding
Strong analytical capability to identify operational problems, analyze variances from planned results and develop timely action plans to achieve operating goals
Ability to influence and persuade business leaders
Experience with Sarbanes-Oxley Act Section 404 compliance
Advanced skills in MS Excel and MS PowerPoint
Experience with SAP BPC and/or Hyperion
Education & Experience
B.S. in Accounting, Finance and/or equivalent business degree.
MBA or CPA preferred
10-15 years of professional experience with an emphasis on financial analysis, consolidations and technical accounting.
Director of Finance
Finance Director Job 4 miles from Dunedin
At BayCare, we are proud to be one of the largest employers in the Tampa Bay area. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians. With the support of more than 30,000 team members, we promote a forward-thinking philosophy that's built on a foundation of trust, dignity, respect, responsibility and clinical excellence.
Summary:
The Director of Finance - Hospital Division oversees all financial activities for assigned hospitals.
Participates in and oversees the establishment and maintenance of the organization's accounting principles, practices and procedures for the maintenance of its fiscal records and the preparation of its financial reports.
Directs general accounting, cost accounting and budgetary control.
Appraises operating results in terms of costs, budgets, operating policies, trends and increased profit opportunities.
Minimum Qualifications:
Education:
Required - Bachelors - Finance; Or - Bachelors - Accounting; Or - Bachelors - Related Field;
Preferred - Masters - Finance; Or - Masters - Accounting; Or - Masters - Business Administration
Experience:
Required - Management experience
Required - Hospital related experience
Preferred Experience:
Financial and Operational experience within a hospital or health system
Experience working with specific healthcare product areas associated with service line development.
Benefits:
BayCare offers a competitive total reward package including benefits, paid time off, tuition reimbursement, 401k match and additional yearly contribution, yearly performance appraisals with merit increases, yearly team award bonus, community discounts and the chance to be part of an amazing team and a great place to work!
Regulatory Reporting Manager
Finance Director Job 20 miles from Dunedin
In this role, you're expected to:
Lead the Review & Challenge of the Transaction Testing exceptions identified by the Internal Audit, Quality Assurance, and Risk teams to ensure that the Transaction Testing results are accurate. This includes challenging the validity of the exceptions, identifying approximate root cause and sizing of the issue theme.
Perform assessments of identified data and control issues to determine impact to our US Bank Regulatory Reports, thru application of Regulatory Reporting expertise.
Support the production, review and timely submission of regulatory filings and reports to U.S. regulators including reports such as FR Y-9C, Call Report, FFIEC 009, FR Y-15 and others.
Monitor and manage key metrics associated with reports to identify challenges and issues. Support the implementation of processes and controls to mitigate the risk of inaccurate reporting. Collaborate with teams to resolve discrepancies.
Manage process improvement efforts to enhance the accuracy, efficiency, and transparency of the regulatory reporting process.
Support regulatory inquiries and examinations, providing accurate information and analysis to support regulatory reviews.
Partner with senior stakeholders across the firm, including Risk, Finance, Audit to provide updates on regulatory developments and impact assessments.
Partner with Risk & Controls team to maintain and enhance an effective internal control's structure.
As a successful candidate, you'd ideally have the following skills and exposure:
10+ years of extensive experience within the financial services industry and regulatory reporting.
In-depth knowledge of U.S. regulatory reports such as those mentioned above along with exposure to Basel III capital regulations, GAAP/SEC Reporting and stress testing frameworks like CCAR.
Able to navigate through a large organization to streamline and summarize multiple information points and create repeatable processes to build consistency in presenting information.
Exceptional oral and written communication skills, with ability to synthesize complex concepts, and influence change.
Strong technical problem-solving skills and an ability to identify conflicts, discrepancies and other issues and bring together the right team to solution them.
Strategic mindset, ability to plan ahead to future possibilities and translate them into breakthrough strategies.
Ability to manage competing priorities and tasks in a complex and dynamic and work well as part of a team.
Education:
Bachelor's/University degree in Finance, Accounting or related field; CPA or MBA preferred.
Interim Controller
Finance Director Job 20 miles from Dunedin
Key Responsibilities:
Oversee all aspects of financial management, including budgeting, forecasting, and financial reporting.
Manage all accounting operations, including Billing, A/R, A/P, GL, Cost Accounting, Inventory Accounting
First year audit prep/completion
Coordinate and direct the preparation of the budget and financial forecasts and report variances.
Prepare and publish timely monthly financial statements.
Ensure compliance with regulatory requirements and internal policies.
Collaborate with executive leadership to drive strategic initiatives and business transformation.
Manage relationships with investors, auditors, and other stakeholders.
Provide leadership and mentorship to the finance team.
Financial Project Manager (Locals, W2 only)
Finance Director Job 20 miles from Dunedin
Job Title: Financial Project Manager
Duration: 12 months contract with potential extension for longer term
PM Manager with Strong Financial leadership skills
Responsibilities:
Extensive Financials and Headcount Management support of business
Executive Management reporting of business intelligence and other key Investments initiatives
Design and provide day-to-day support to management in the form of ad hoc analysis as needed
Drive administrative, operational, financial reporting and quality improvements through partnership with internal team leads and senior management
Producing high quality materials for senior management consumption
Communication of status, issue, and risk disposition to all stakeholders, including senior management, in a timely manner.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Client, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Execute and coordinate the budgetary process with individual sponsors and delivery managers to fulfill the overall delivery commitments
Drive administrative, operational, reporting and quality improvements through partnership with internal teams
Responsible for all cross-product regulatory and administrative duties in conjunction with the team, including financial, staffing, quality, risk and regulatory matters
Understanding of financial products, markets, and how technology drives business outcomes
Leveraging data analytics to guide strategy and measure success
Navigating challenges among cross-functional teams
Strong Project Management Skills
Promoting Agile methodologies for faster delivery and adaptability
Qualifications:
10-15 years relevant experience
Strong leadership in project management and strategic analysis experience
Extensive experience in the financial services industry, in particular in the areas of technology and data mining.
FP&A experience preferred
Excellent influencing, facilitation, and partnering skills with key stakeholders and Senior Management.
Proven ability to lead in high-pressure, time-sensitive environments
Senior Consultant - REG REPORTING - FINANCE/ BANKING
Finance Director Job 20 miles from Dunedin
Senior Consultant- Compliance & Risk, Infosys Consulting
The Role - What You'll Do
We are hiring at all levels including Consultant/ Senior Consultant/ Principal - Compliance & Risk. You will be part of a cross-cultural global team working on a variety of business consulting engagements such as Risk & Finance digital transformation, regulatory change management.
You will take up a range of roles in the areas of process consulting, experience design, business analysis, applied AI, tech strategy, program and change management. You will analyze problems and come up with solutions, often creative and out-of-the-box, apply business consulting frameworks and methodologies to address business problems, collaborate with client stakeholders and be responsible for the delivery of business results to clients.
You will also lead / contribute to sales pursuits, consulting offerings and internal initiatives, and participate in a variety of Firm building events.
Basic Qualifications
MUST HAVE Hands-on experience in one or more regulatory requirements/reports - ESMA, FCA, EMIR, MIFID, CFTC, SEC
MUST HAVE Knowledge on the Capital Market products
MUST HAVE Experience with database, SQL querying and analysis, MongoDB, excel & PowerPoint
MUST HAVE 8+ years of experience, either in management consulting or directly at Banks, other Financial Services firms, and FinTechs, in a problem solving/ solution development role in the Compliance, Risk and Finance domains
Bachelor's degree or equivalent required
IF YOU ARE LACKING ANY OF THE AFOREMENTIONED REQUIREMENTS, YOU WILL NOT BE CONSIDERED FOR THIS ROLE. PLEASE ENSURE THAT THIS EXPERIENCE IS REFLECTED IN YOUR RESUME
Preferred Qualifications
MBA or equivalent advanced degree
Experience working on change initiatives in the Compliance & Risk space
Working knowledge of Design Thinking
Demonstrate thought leadership, ability to conceptualize and drive new solution / service offerings and take them to market
Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones when necessary.
The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email, or face to face. Travel may be required as per the job requirements.
Vice President, Chief Financial Officer (CFO)
Finance Director Job 38 miles from Dunedin
The Vice President and Chief Financial Officer (CFO) is a senior executive responsible for providing strategic and operational leadership in finance, compliance, and risk management to ensure the fiscal stability and regulatory compliance of the College. The CFO collaborates with College leadership to align financial strategies with institutional goals, ensuring efficient resource allocation and financial sustainability. This role is essential in ensuring the College's financial health, operational excellence, and compliance with regulatory standards while advancing its mission of academic and community success.
Responsibilities
Works cooperatively with College personnel to fulfill the Institution's mission as a leading provider of higher education in the community.
Develops and implements strategic plans relevant to financial and compliance areas, consistent with the College's mission, vision, values, and goals.
Provides leadership in administrative activities to promote continuous improvement, effective use of technologies, and quality services.
Promotes a collaborative and respectful organizational culture, fostering high morale and trust among employees.
Directs the formulation and administration of the College's annual budget, ensuring alignment with strategic priorities and fiscal responsibility.
Monitors and evaluates departmental budgets, assisting departments in achieving financial goals.
Presents concise and accurate financial reports and recommendations to the Board of Trustees, responding confidently to inquiries.
Oversees the management of College funds, including general, restricted, debt service, endowment, grant, and scholarship funds.
Ensures compliance with Federal, State, and local regulations in all financial operations and reporting.
Directs the development of effective fiscal policies and sound investment strategies to maximize resource utilization.
Supervises the preparation and submission of accurate and timely financial reports to Federal, State, and local agencies.
Provides oversight for payroll and cashiering functions, ensuring efficiency and compliance with regulations.
Oversees the College's risk management program, ensuring effective insurance coverage and compliance with legal standards.
Represents the College in the community through active participation in events, public engagements, and partnerships.
Participates in State and national professional organizations to remain informed of trends and standards in finance, compliance, and risk management.
Develops and implements debt management and investment strategies that align with the College's financial goals.
Performs other duties as assigned.
Qualifications:
Education/Experience:
CPA is required, and a Master's plus 10 years of relevant experience is preferred.
Supervisory Experience:
Five or more years of direct supervisory experience, including responsibility for hiring, firing, performance management, training and coaching is preferred.
Certificates and Licenses:
Certified Public Accountant
Compensation is negotiable based on education and experience.
Apply on the SCF website at: *********************************************************************************************************** OpportunitiesJobs
Relationship Director
Finance Director Job 20 miles from Dunedin
Job Highlights
Purposeful and meaningful work
Great work culture and set of corporate values
Be a part of a global team that enables charitable giving
Job Description
We are seeking a dynamic and results-driven Relationship Director to join TrustBridge. The ideal candidate will be a seasoned professional passionate about building meaningful relationships with donors and driving revenue growth. This role is central to achieving organizational targets by fostering client relationships, expanding the donor base, and educating stakeholders about TrustBridge's services.
Key Responsibilities:
Relationship Management:
Disciple donors in their spiritual journey of generosity.
Meet with existing clients on a regular basis to maintain and grow relationships.
Quarterly Planning and Reporting:
Develop a detailed quarterly success plan to achieve growth targets.
Provide monthly progress reports on the success plan.
Sales and Outreach:
Collaborate with sales channels such as Donor Advised Funds and Financial Advisors.
Actively prospect and identify new client opportunities.
Travel as needed within the designated territory to meet clients and prospects.
Attend weekly sales meetings and actively contribute to discussions.
Attend relevant conferences or events to connect with potential donors.
CRM and Feedback:
Document all calls, tasks, and client interactions in the CRM system.
Provide actionable feedback on marketing strategies and resource needs to support success.
Work Environment:
Computer-based work, with regular telephonic meetings and phone interactions
Benefits include paid time off, paid holidays, and an annual bonus. May also include employer contributions to health insurance and retirement benefits.
Responsibilities:
Achieve and exceed revenue growth targets for TrustBridge.
Disciple Top Tier Donors in their journey of generosity.
Develop and maintain strong, lasting relationships with clients and donors.
Increase the number of top-tier donors, meeting agreed-upon growth targets.
Effectively educate donors about the comprehensive services TrustBridge offers.
Qualifications (Education, Experience, Abilities and Personal Characteristics):
Experience in helping clients in financial planning, managing wealth, or charitable giving is advantageous.
Financial certifications or a degree in a related field are needed.
Passion for generosity and a commitment to TrustBridge's mission.
Proven sales skills with a track record of achieving measurable outcomes.
Self-motivated, self-starter, proactive.
Tenacity, resilience, and determination to succeed.
Outstanding interpersonal and relationship-building abilities.
Understanding of financial principles (advantageous but not mandatory).
Willingness and ability to travel within the designated territory.
A growth mindset with the ability to learn quickly and adapt to new challenges.
Self-motivated, capable of performing independently while maintaining high performance standards.
Teachable, coachable, and open to feedback and continuous development.
Compliance and Operational Risk Testing Analyst Senior-CFO Function
Finance Director Job 20 miles from Dunedin
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are seeking a dedicated Enterprise Compliance and Operational Risk Testing Analyst Senior-CFO to work a hybrid schedule from one of our regional offices. In this role you will implement independent risk-based testing under the Enterprise Testing program methodology to ensure departmental processes and activities align with applicable rules, regulations, policies, and procedures. The enterprise Compliance and Operational Risk Testing (ECORT) Analyst Senior supports the Second Line of Defense's oversight of the Chief Financial Office (CFO) function with minimal direct supervision and will be responsible for the execution and reviews of ongoing evaluations of the risk and control environment. This individual partners with various team members across the USAA Enterprise to produce high quality results in support of ECORT's CFO Testing program.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position.
What you'll do:
* Develops the steps needed to test and/or analyze compliance with complex policies/procedures and laws/regulations.
* Conducts appropriate, independent testing to ensure operational risks and compliance requirements are adhered to. Prepares detailed and objective work papers to support conclusions.
* Reviews issues and findings to provide effective challenge and quality of supporting documentation.
* Performs complex qualitative analysis of data.
* Identifies potential control weaknesses and makes recommendations to remediate issues.
* Manages all aspects of a compliance and operational risk test from end to end.
* Serves as a resource to team members on advanced issues.
What you have:
* Bachelor's degree OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree (10 years total experience required without a degree).
* 6 or more years of proven experience (internal/external audit, operational risk/compliance testing, quality assurance).
* Demonstrated experience interpreting and applying federal and state laws and regulations and guidance or operational risk principles/concepts.
* Sophisticated knowledge of testing techniques and data analysis principles, as well as the ability to interpret subsequent results.
* Proven track record of communicating effectively at all levels of management.
* Proficiency in Excel, Word, and PowerPoint.
What sets you apart:
* 6 + years of experience developing, implementing, and driving standard methodology risk testing, or auditing techniques (e.g., transactional testing, control testing, re-performance testing, adherence testing, etc.) across the Chief Financial Office and related enterprise-wide programs.
* Demonstrated experience in testing/auditing one or more of the following areas: Financial Statements, Corporate Accounting/Finance, Internal Controls over Financial Reporting (ICFR), SOX, Bank Call Report, CECL, Insurance Reserves, Tax, Stress Testing, or Regulation W.
* Knowledge of key risks applicable to in-scope areas of the Chief Financial Office and other related functions.
* 6+ years of shown experience at a Financial Institution, Big 4 Accounting Firm, Internal/External Auditor function, or Federal Examiner.
* Certified Public Accountant (CPA), or Certified Internal Auditor (CIA), designation(s).
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.
Compensation range: The salary range for this position is: $103,450.00 - $197,730.00.
Compensation: USAA has an effective process for assessing 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.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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.
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 USAAjobs.com.
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, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
TAS Director - Financial Due Diligence
Finance Director Job 20 miles from Dunedin
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
RSM is looking for a Director to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.
Responsibilities:
* TAS Directors will lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions and divestitures by private equity investor groups and strategic corporate buyers and sellers.
* Develop and deliver quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations.
* Utilize proven business development skills to build upon transaction advisory services work.
* Identify business opportunities and enhance go-to-market strategies.
* Lead teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, and coach staff.
Required Qualifications:
* A bachelor's degree, ideally with a major in accounting or finance
* Approximately 10 years of related work experience: with at least 5 years experience in financial due diligence
* Successful track record of building and growing a Transaction Advisory Service Practice
* Big Four or similar consulting background
* Experience servicing private equity groups (PEG)
* Experience with developing and supervising staff both on engagements and in their career
* Demonstrates thorough knowledge and/or a proven track record of success with operating in a professional services firm or large consultancy
* Demonstrates thorough abilities to identify and address client needs, including developing and sustaining meaningful client relationships and understand the client's business
* Keeps up to date with the Transaction and Advisory Services Industry, and Private Equity groups (PEG), following the industry's advancements
* Must possess a high degree of integrity and confidentiality
* Ability to travel up to 10-15% locally and nationally
Preferred Qualifications:
* CPA certification
* Master's degree preferred
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $146,100 - $293,700
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Global Regulatory Developments and Engagement Control Manager - Vice President
Finance Director Job 20 miles from Dunedin
JobID: 210586270 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $118,750.00-$190,000.00; Jersey City,NJ $118,750.00-$190,000.00 Join the dynamic Payments organization at JP Morgan, a leading player in the industry, offering a variety of solutions to global clients. Our Payments Controls organization is dedicated to navigating the rapidly evolving payments landscape by ensuring compliance and effective control activities.
Be a part of JP Morgan's Payments Controls team as a Vice President in the Global Regulatory Developments and Engagement (GRDE) function. In this role, you'll play a crucial part in monitoring and understanding regulatory changes impacting Payments, engaging with business stakeholders, and driving regulatory initiatives to completion.
As a Vice President within our Global Regulatory Developments and Engagement team, you will focus on monitoring, identifying, and understanding regulatory changes impacting Payments. You will engage with the business and other stakeholders throughout the regulatory change life cycle, ensuring compliance and effective execution of regulatory activities.
Job Responsibilities:
* Manage jurisdictions in NAMR and LATAM regions, developing a deep understanding of the regulatory landscape.
* Conduct regulatory research and analyze laws and developments impacting the Payments business.
* Develop high-quality materials for senior stakeholders and impact assessment forums.
* Partner with Control Managers, Legal, Compliance, and business managers to ensure accurate and timely regulatory assessments.
* Represent GRDE in forums, synthesizing and presenting regulatory requirements.
* Engage in special projects as needed.
Required Qualifications, Capabilities, and Skills:
* Significant professional experience in legal or regulatory research within a major law firm, consulting firm, Fintech, or financial institution.
* Knowledge of the financial services regulatory landscape, including key regulators and regulations.
* Broad Payments product knowledge (e.g., cash management, payment FX, overdrafts, traditional trade).
* Excellent interpersonal skills and ability to work with people at all levels and across functional areas.
* Strong written and verbal communication skills.
* Analytical skills and attention to detail in documentation.
* Excellent organizational, time management, and planning skills.
* Execution-oriented self-starter with initiative and problem-solving aptitude.
Preferred Qualifications, Capabilities, and Skills:
* Experience in leading regulatory initiatives to completion.
* Proven work ethic and desire to learn.
Director of Finance
Finance Director Job 4 miles from Dunedin
Caravelle Boat Group and Lexington Pontoons has an immediate opening for our Director of Finance position. This is a strong leadership-oriented position for a company that manufactures fun! The ideal candidate has prior accounting and finance experience, can manage a team of accountants, is well-versed with the use of computers, and can multitask. This position will report directly to the Director of Operations. This position is in Americus, GA and we are willing to offer relocation assistance and expenses to the right candidate!
Job Responsibilities will include, but are not limited to:
Manage all accounting and finance operations for our manufacturing plant
Manage all accounting and finance staff
Maximize profitability by identifying saving opportunities
Create and distribute Profit and Loss Sheets for ownership and upper management
Analyze and interpret Profit and Loss Sheets to improve departmental functions
Understand, interpret, and act accordingly on Bill of Materials, Bill of Sales, and other financial documents
Job Requirements include:
Bachelor Degree in accounting, finance, or related field(s)
Prior professional accounting or finance experience
Benefits offered:
Health insurance
Dental insurance
Vision insurance
Paid time off
We make FUN for a living! Apply today and join our team of FUN-loving associates!
At Factory Direct Marine & RV we take security and protection of your personal information very seriously. Please be aware of individuals that might approach you by falsely presenting themselves as our employees or representatives. Under this false pretense, they might try to gain access to your personal information or to acquire money from you by offering fictitious employment opportunities on our behalf.
Factory Direct Marine & RV will never ask for financial information of any kind or for payment of money during the job application process. We do not require any financial, credit card or bank account information and/or any payment of any kind to be considered for employment. If you are being asked to pay for equipment fees or some other deposit or application processing fee, even if claimed you will be reimbursed, this is not Factory Direct Marine & RV . These claims are fraudulent, and you are strongly advised to exercise caution when you receive such an offer of employment.
The offer or claim will probably be in the form of an email sent from a fake email address or from Yahoo, Gmail, Hotmail, etc, and not from an official Factory Direct Marine & RV rise email address = (@FDMRV.COM). Please take extra caution while examining such an email address, as the scammers may misspell an official Factory Direct Marine & RV email address and use a slightly modified version duplicating letters.
Factory Direct Marine & RV will not be held liable or responsible for any claims, losses, damages or expenses resulting from the scammers. If you suspect a position is fraudulent, please contact Factory Direct Marine & RV Talent Acquisition aT ****************. If you believe you are the victim of fraud resulting from a job listing, please contact your local authorities.
NEVER:
Never provide personal or bank information over email or phone
Never take cashier's checks or money orders as a form of payment, as your bank will hold you accountable for any bounced checks.
Never wire funds to an employer. Any employer who requests wire funds is a scam.
Never apply for a job listed by someone from another country.
Never apply for a job with someone who indicates they are away on business or out of the country and need someone to begin with right away.
Never agree to a background check unless you have met employer in person, and do not provide your personal information over email or phone.
Never apply to a position that is emailed to you unsolicited.
Analyst II - Finance Operations
Finance Director Job 4 miles from Dunedin
Responsible for PODS Operational Financial Planning and Analysis; preparing and compiling financial projections and operating metrics for consolidated reviews, identifying and analyzing budget and forecast variances, providing financial support in development of initiative tracking and assisting in all strategic decision making for the company. Includes Truck fleet management, driver staffing plans, and warehouse management.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Analyze the financial and operating results of the respective business unit
Support operations team to develop asset management process for our Trucks and Forklifts
Develop and track business initiatives of reducing our fleet Repairs & Maintenance expenses
Forecast Driver staffing needs aligned with company order demand
Manage Warehouse Real Estate expenses in partnership with Real Estate and Leasing team
Prepare financial projections and assess performance against budget, forecast, and prior year
Prepare the annual budget and regular forecast (cadence determined by business unit) with a high degree of accuracy. Predict long term trends through completion of five-year forecasts.
Prepare detailed analysis of performance as well as aggregated presentations of financial and operating results for senior management. Be a “data storyteller” while having in depth details and analysis.
Prepare and maintain complex financial models providing technical accounting expertise as well as detailed operational requirements
Solve complex and ambiguous business concerns bringing structure and rigor through both quantitative and qualitative decision making and analytics
Provide financial support to business unit leaders to achieve business unit and corporate goals
Support the business unit leaders with the development of corrective action plans and strategic investments
Provide assistance and guidance to accounting with all monthly close responsibilities and act as financial stewards within the operational teams
Manage the tracking of business initiatives and corrective action plans
Lead or assist with ROI preparation and post mortem. Consolidate lessons learned from all post mortems and share with all finance team members for incorporation into other models and decision making
Lead or assist with acquisition due diligence
Drive transformation initiatives throughout the finance organization
Lead or assist with process improvement and automation, and other special projects as necessary
Manage others through coaching activities, performance management, compensation reviews and other techniques
Provide ad-hoc reporting and analysis
Be a valued business partner
May perform other duties and responsibilities as assigned
JOB QUALIFICATIONS: Education & Experience Requirements
Bachelor's degree in Accounting or Finance required; MBA/CPA preferred but not required
4-7 years of relevant experience is required
Possess math skills sufficient to perform required duties
Advanced level Excel skills required
Intermediate level SQL skills required
Data analytics (Power BI, Tableau, Amazon Quicksight, Domo, etc) required
Or an equivalent combination of education, training or experience
Unsolicited Resumes from Third-Party Recruiters
Please note that as per PODS policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that PODS will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity.
Financial Services Vice President of Sales
Finance Director Job 4 miles from Dunedin
Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.
The Opportunity:
You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Tampa, FL.
The Day-to-Day:
Be the voice of Fisher Investments to prospective clients
Review prospects' personal financial situation and provide solutions
Educate prospective clients on the competitive landscape
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
No travel required as this position is focused on phone-based sales or virtual connections
Your Qualifications:
2+ years experience working in financial services
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
Multi-year track record of success driving results
Success persuading and educating prospects
Compensation:
This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Compliance and Operational Risk Testing Analyst Senior-CFO Function
Finance Director Job 20 miles from Dunedin
**Why USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
**The Opportunity**
We are seeking a dedicated Enterprise Compliance and Operational Risk Testing Analyst Senior-CFO to work a hybrid schedule from one of our regional offices. In this role you will implement independent risk-based testing under the Enterprise Testing program methodology to ensure departmental processes and activities align with applicable rules, regulations, policies, and procedures. The enterprise Compliance and Operational Risk Testing (ECORT) Analyst Senior supports the Second Line of Defense's oversight of the Chief Financial Office (CFO) function with minimal direct supervision and will be responsible for the execution and reviews of ongoing evaluations of the risk and control environment. This individual partners with various team members across the USAA Enterprise to produce high quality results in support of ECORT's CFO Testing program.
We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is **not** available for this position.
**What you'll do:**
+ Develops the steps needed to test and/or analyze compliance with complex policies/procedures and laws/regulations.
+ Conducts appropriate, independent testing to ensure operational risks and compliance requirements are adhered to. Prepares detailed and objective work papers to support conclusions.
+ Reviews issues and findings to provide effective challenge and quality of supporting documentation.
+ Performs complex qualitative analysis of data.
+ Identifies potential control weaknesses and makes recommendations to remediate issues.
+ Manages all aspects of a compliance and operational risk test from end to end.
+ Serves as a resource to team members on advanced issues.
**What you have:**
+ Bachelor's degree OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree (10 years total experience required without a degree).
+ 6 or more years of proven experience (internal/external audit, operational risk/compliance testing, quality assurance).
+ Demonstrated experience interpreting and applying federal and state laws and regulations and guidance or operational risk principles/concepts.
+ Sophisticated knowledge of testing techniques and data analysis principles, as well as the ability to interpret subsequent results.
+ Proven track record of communicating effectively at all levels of management.
+ Proficiency in Excel, Word, and PowerPoint.
**What sets you apart:**
+ 6 + years of experience developing, implementing, and driving standard methodology risk testing, or auditing techniques (e.g., transactional testing, control testing, re-performance testing, adherence testing, etc.) across the Chief Financial Office and related enterprise-wide programs.
+ Demonstrated experience in testing/auditing one or more of the following areas: Financial Statements, Corporate Accounting/Finance, Internal Controls over Financial Reporting (ICFR), SOX, Bank Call Report, CECL, Insurance Reserves, Tax, Stress Testing, or Regulation W.
+ Knowledge of key risks applicable to in-scope areas of the Chief Financial Office and other related functions.
+ 6+ years of shown experience at a Financial Institution, Big 4 Accounting Firm, Internal/External Auditor function, or Federal Examiner.
+ Certified Public Accountant (CPA), or Certified Internal Auditor (CIA), designation(s).
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.
**Compensation range:** The salary range for this position is: $103,450.00 - $197,730.00 **.**
**Compensation:** USAA has an effective process for assessing 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.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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.
**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 USAAjobs.com.
_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, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._
**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**
**Please do not type your first and last name in all caps.**
**_Find your purpose. Join our mission._**
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.