βœ“ Banking and Financial Services βœ• Clear

Banking and Financial Services Jobs in Miami

30 positions found — Page 2

Financial Services Tax Senior - Dealership & Partnerships!
🏒 Jobot
Salary not disclosed
Miami 1 week ago
TOP 30 accounting firm with 55 hour busy seasons! This Jobot Job is hosted by: Ruby Voight Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $80,000
- $130,000 per year A bit about us: Based in the Midwest, we are a national CPA firm offering a unique opportunity for Tax professionals looking for an excellent work/life balance and the ability to work with a complex and diverse variety of clients, or specialized if you prefer! We want you to love what you do and we provide opportunities that align with your strengths and talents! We believe in employee's each having their own voices and ideas
- we want you to be able to build a long term career with us! What that means for you, is that we expect you to enjoy a work life balance that promotes a fulfilling career, personal health, well being and family life! Although we are large, we operate each office as an individual entity to allow for a strong culture, however the opportunities to expand are available as well due to our footprint! If you are a Tax Senior with at least 2 years experience in public accounting supporting dealerships and partnerships, then please apply today! Why join us? Do you want to work with some of the nations best Clients AND enjoy a GREAT work/life balance? We do too! Fully remote option! Competitive Pay! 3+ weeks of PTO & winter break & Holidays! Great Company Culture Flexible Hours + schedule! Large net but regional focus = growth opportunity but smaller company-feel Group health insurance, 100% cost of individual coverage paid by firm Job Details Qualifications: BS/BA in accounting or related field 2+ years of experience in Public Accounting CPA or EA Strong background in dealerships and partnerships Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
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Corporate Banking Analyst II - Project Finance
🏒 OneSearch Group
Salary not disclosed
Miami, FL 2 weeks ago

OneSearch Group has partnered with one of the fastest-growing Corporate & Investment Banking groups in South Florida in their search for a Project Finance Analyst II to join their team based in Miami, FL. The Analyst is responsible for performing due diligence, structuring and credit execution of Natural Resource credit facilities across a wide variety of sectors.



Functions

  • Underwrite and analyze transactions by evaluating and reviewing loan information, including but not limited to financial projections, risk mitigation, financial statements, lender presentations/decks, public filings, datarooms, diligence reports, appraisal reports, and other related loan information and supporting documentation.
  • Prepare financial models, credit approval memorandums and presentations for existing loans, new potential loans, annual reviews, waivers, amendments, and others as required.
  • Maintain contact with clients, key sponsors, and developers in the named industries - such as private equity funds, utility companies, international and domestic energy / infrastructure firms, developers and related manufacturers.
  • Ensure that the loan package complies with credit, underwriting standards and lending/credit policies.
  • Pro-actively anticipate questions/topics that credit committee members will likely focus on, sufficiently address those topics and include in the credit documents, and be prepared and ready to address/discuss those points at committee if needed.
  • Assist the Corporate Banking group concerning loan policies and procedures, quality control matters, loan review, and underwriting.
  • Participate in Corporate Banking/Project Finance pipeline meetings.


Desirable Experience

  • Bachelor’s degree, preferably with a business, finance major or related field.
  • Advanced proficiency in financial modeling, risk evaluation and project finance fundamentals.
  • A minimum of 2-3 years of credit execution experience within Project Finance
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Residential Mortgage Underwriter
🏒 Amerant Bank
Salary not disclosed
Miramar 2 weeks ago
About the Role: This role plays a critical role in ensuring the integrity and compliance of mortgage credit processes within the organization.

This position is responsible for overseeing the evaluation, approval, and monitoring of mortgage credit applications to mitigate risk and uphold regulatory standards.

The officer will collaborate closely with, risk management, and compliance teams to maintain accurate documentation and adherence to internal policies and external regulations.

By analyzing credit data and financial statements, the officer ensures that mortgage lending decisions are sound and support the institution's financial health.

Ultimately, this role contributes to the organization's goal of providing responsible lending solutions while minimizing credit risk exposure.

Minimum Qualifications: Bachelor’s degree in Finance, Business Administration, Economics, or a related field.

Minimum of 3 years of experience in mortgage credit administration, underwriting, or a related financial services role.

Strong knowledge of mortgage lending regulations and compliance requirements in the United States.

Proficiency in credit analysis and financial statement review.

Excellent organizational skills with attention to detail and accuracy.

Preferred Qualifications: Professional certification such as Certified Mortgage Banker (CMB) or similar credentials.

Experience with mortgage loan origination systems and credit risk management software.

Familiarity with federal and state mortgage lending laws including RESPA, TILA, and ECOA.

Advanced Excel and data analysis skills.

Prior experience working in a regulatory or audit environment.

Responsibilities: Review and assess mortgage credit applications for completeness, accuracy, and compliance with regulatory and internal guidelines.

Coordinate with underwriting and risk management teams to evaluate creditworthiness and identify potential risks associated with mortgage lending.

Maintain and update mortgage credit files, ensuring all documentation is properly filed and accessible for audits and regulatory reviews.

Monitor ongoing mortgage credit portfolios to detect early signs of credit deterioration and recommend appropriate actions.

Prepare detailed reports on mortgage credit activities, trends, and compliance status for senior management and regulatory bodies.

Assist in the development and implementation of credit policies and procedures to enhance operational efficiency and risk mitigation.

Provide training and guidance to junior staff on mortgage credit administration best practices and regulatory requirements.

Skills: This role utilizes analytical skills daily to evaluate credit applications and financial documents, ensuring that lending decisions are well-informed and compliant.

Strong communication skills are essential for collaborating with internal teams and conveying complex credit information clearly to stakeholders.

Organizational skills are critical for maintaining comprehensive and accurate credit files that support audit readiness and regulatory compliance.

Proficiency with mortgage software and data analysis tools enables the officer to efficiently monitor credit portfolios and generate insightful reports.

Additionally, knowledge of regulatory frameworks guides the officer in implementing policies that safeguard the institution against credit risk while promoting responsible lending.

This position is Florida based and hybrid/remote work eligible.
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CFO (Real Estate/CFA req'd)
🏒 Jobot
Salary not disclosed
Miami 2 weeks ago
Join a fast-growing real estate private equity firm building institutional infrastructure and investing in senior financial leadership for long-term growth.

This Jobot Job is hosted by: Katherine Krull Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $225,000
- $300,000 per year A bit about us: Come join a fast-growing, privately held real estate investment firm building institutional-quality finance leadership and positioning itself for long-term growth.

Job Title: Chief Financial Officer (CFO) Job Location: Miami, FL (On-Site; Monday–Friday) Compensation: $225k–$300k base salary + ~20% annual bonus + Medical, Dental & Vision Benefits Must Have: 10+ years of senior finance or accounting leadership experience (with experience acting as a VP of Finance, Director of Finance, or CFO) Bachelor’s degree in Finance, Accounting, Economics, or related field CFA Must have experience with some of the following: Real estate underwriting, deal-level financial modeling, waterfall structures, debt financing, construction loans, and asset-level operations, and experience managing third-party administrators, property managers, auditors, and tax advisors Preferred: MBA and/or CPA Experience in real estate private equity, syndication, or investment management Demonstrated experience managing deal-by-deal syndications and complex SPV structures Experience with multifamily, office, industrial, hospitality, or mixed-use assets Experience working with high-net-worth and family office investors Familiarity with Florida and Sunbelt real estate markets Why join us? Senior leadership role with full ownership of firm-wide finance, strategy, and reporting Competitive executive compensation with base salary plus annual profit-sharing bonus (~20%) Comprehensive benefits including medical, dental, and vision coverage Direct influence over capital strategy, portfolio performance, and operational scale Opportunity to build and evolve the finance function alongside an experienced executive team High-growth, entrepreneurial real estate investment platform with a collaborative, family-oriented culture Job Details We are seeking an experienced, hands-on Chief Financial Officer (CFO) to lead all financial operations for a growing real estate investment platform.

This role is central to setting firm-wide financial strategy, overseeing investment and portfolio performance, and supporting capital formation and long-term growth initiatives.

The CFO will work closely with the CEO and executive leadership team, providing strategic insight while maintaining strong operational oversight across accounting, reporting, and investment finance functions.

This is a highly visible role ideal for a self-directed leader who thrives in a fast-moving, entrepreneurial environment.

REQUIREMENT: Ability to work on-site Monday–Friday in Miami, FL.

What You’ll Do ● Firm-Wide Financial Leadership: Oversee all financial operations, including accounting, reporting, budgeting, and forecasting across the firm and its investment vehicles.

● Strategic Partnership: Serve as a trusted advisor to the CEO and executive team on financial strategy, growth initiatives, and operational decision-making.

● Investment & Deal Oversight: Lead deal-level financial modeling, underwriting review, and capital structure analysis for acquisitions, developments, and dispositions.

● Capital & Debt Management: Oversee financing activities including construction loans, refinancings, lender relationships, and overall capital optimization.

● Investor Reporting & Structures: Manage SPVs, waterfall structures, and investor reporting in partnership with third-party administrators and advisors.

● Third-Party Management: Oversee external auditors, tax advisors, property managers, and fund administrators to ensure accuracy, compliance, and efficiency.

● Process & Infrastructure Building: Enhance financial controls, reporting systems, and processes to support scale and institutional growth.

● Team Leadership & Development: Lead and mentor internal finance staff while fostering a collaborative, accountable team culture.

Must Have: 10+ years of senior finance or accounting leadership experience (with experience acting as a VP of Finance, Director of Finance, or CFO) Bachelor’s degree in Finance, Accounting, Economics, or related field CFA Must have experience with some of the following: Real estate underwriting, deal-level financial modeling, waterfall structures, debt financing, construction loans, and asset-level operations, and experience managing third-party administrators, property managers, auditors, and tax advisors Preferred: MBA and/or CPA Experience in real estate private equity, syndication, or investment management Demonstrated experience managing deal-by-deal syndications and complex SPV structures Experience with multifamily, office, industrial, hospitality, or mixed-use assets Experience working with high-net-worth and family office investors Familiarity with Florida and Sunbelt real estate markets Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
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M&A & Private Equity Associate β€” High-Impact Deals
$250 +
Miami, FL 3 weeks ago
A leading law firm is seeking an associate to join their M&A and Private Equity team in San Francisco.

The ideal candidate will have 3-6 years of law firm experience in mergers and acquisitions, with exceptional academic credentials and strong communication skills.

This role offers a competitive salary range of $260,000 to $390,000, alongside comprehensive benefits like health insurance and paid time off.

If you thrive in a dynamic environment and are passionate about impactful work, we want to hear from you.
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M&A and Private Equity Associate - Miami, New York, Orange County, San Francisco
🏒 Orrick, Herrington & Sutcliffe LLP
$250 +
Miami, FL 3 weeks ago
Responsibilities

Orrick earned a Top 5 raking for M&A Deal Volume for the first half of 2025. We are seeking an associate with three to six years of experience to join our market-leading M&A and Private Equity team. The ideal candidate must possess law firm experience in mergers and acquisitions, must be highly motivated and possess excellent academic credentials and superior communication skills. We value associates who thrive in a dynamic, fast-paced environment and enjoy closely collaborating with clients. The successful candidate can be based in our Miami, New York, Orange County (Irvine) or San Francisco offices.


Qualifications

  • The ideal candidate will have 3-6 years of experience at a peer law firm, exceptional academic credentials, and strong verbal, written, and interpersonal skills.
  • Membership to the State Bar of the office of the state in which the candidate expects to be located is required.

How to Apply

Please apply online at and include a resume, J.D. transcript, and cover letter.


Search firm recruiters must submit using our Search Firm Portal. Please contact for agreements and login credentials.


If you have any questions, please reach out to Kristen Verrastro, Recruiting Manager, at


Why Orrick

At our core, we value collegiality among our lawyers and strive to make our practices both professionally and personally rewarding. We'll help you to connect with peers and mentors to ensure you are integrated into our client teams. Our top-notch training and mentoring programs, retreats and academies, and shadowing opportunities are what set us apart. If you are passionate about innovative work in a dynamic environment, you're just who we've been looking for.


Compensation and Benefits

The expected salary range for this position is between $260,000 and $390,000.


Orrick is committed to providing a comprehensive, competitive, and thoughtful total compensation package to our attorneys and staff, wherever they work. This compensation and benefits information is based on the Orrick’s estimate as of the date of publication and may be modified in the future. The level of pay within the range will depend on a variety of job-related factors that may include, but not limited to, qualifications, relevant experience or education, particular skills or expertise, geography. Other compensation may include an annual discretionary merit bonus, which would be determined by Firm and individual performance.


We offer a full range of elective health benefits including medical, dental, vision and life; robust mental well-being programs; child, family, elder, and pet care benefits; short- and long-term disability and industry leading parental leave benefits; health savings account contributions (w/applicable medical plan), flexible spending accounts, and a 401K program. This role will receive compensated time off through our Flexible Time Off program and paid holidays.


Orrick accepts applications for this position on an ongoing basis, until filled.


We are an Equal Opportunity Employer.


Consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration for employment. For attorney positions, a 'qualified applicant' is an individual who is a member of the State Bar of California, admitted in good standing, and is eligible to practice[1]; or whose admission to the State Bar of California and eligibility to practice remains subject only to successful completion of the California Bar Examination.


Qualified applicants with criminal histories will be considered for the position in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.


#LI-DNI


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Chief Accounting Officer β€” IPO-Ready Finance Leader
$250 +
Miami, FL 3 weeks ago
A leading media company located in Miami, FL is looking for a Chief Accounting Officer.

This role involves developing and implementing financial reporting systems, ensuring compliance with US GAAP and IFRS, and providing leadership for the finance team.

Candidates should possess a Master's degree in Finance or equivalent, along with substantial experience in financial oversight and reporting.

Fluent Spanish is a must, along with knowledge of Mexican Financial Reporting Standards.
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Latin America Private Bank - Banker - Vice President - LatAm North Team
$250 +
Miami, FL 3 weeks ago

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s Latin America Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.


As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.


Job Responsibilities

  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Generate business results and acquire new assets, both from existing client base and new client acquisition
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  • Connect your clients across all lines of business of J.P. Morgan Chase & Co.
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required qualifications, capabilities and skills

  • Six plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Latin America North Market
  • Spanish fluency oral and written required
  • Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Proven sales success and strong business acumen
  • Strong community presence with an established network
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Bachelor’s Degree required

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Chief Accounting Officer
🏒 Univision communications inc
$250 +
Miami, FL 3 weeks ago
Chief Accounting Officer page is loaded## Chief Accounting Officerlocations: Miami, FLtime type: Full timeposted on: Posted Yesterdayjob requisition id: R019762TelevisaUnivision Management Company in Miami, FL seeks a full-time Chief Accounting Officer to lead a team that is responsible for developing and implementing public and management financial reporting, consolidations, technical accounting, tax compliance, systems implementation and upgrade, and process improvement.

Work closely with the entire TelevisaUnivision leadership team on financial and non-financial initiatives.

Responsible for developing and maintaining a culture that pursues excellence in all aspects of accounting and will be responsible for delivering accurate and timely financial reports, including monthly, quarterly, and annual financial statements and management reports in accordance with both US GAAP and IFRS.

Research accounting standards and regulations, prepare memos, and implement changes as necessary to maintain compliance with US GAAP and other regulations.

Provide leadership and vision for scaling the Finance team and the company’s financial infrastructure to the demands of the business including potential IPO readiness.

Evaluate all financial systems and procedures, implement changes and improvements to increase accuracy, control, and timely reporting, and ensure the integrity of the company’s financial reporting systems.

Key interface with divisional CFOs of the networks, local stations, and digital and streaming businesses.

Maintain internal controls for key processes and SOX compliance and will work in partnership with company leadership to implement processes for establishing, monitoring, and reporting on performance against key performance indicators, both operational and financial.

Responsible for coordinating the provision of information to external auditors for quarterly and annual audits, serving as a key liaison with outside auditors.Master’s degree or foreign equivalent in Finance, Accounting or Business Administration, plus 5 years of experience in the occupation or as a Public Accountant, Financial Officer, or Financial Auditor.

Will also accept a Bachelor’s degree or the foreign equivalent in Finance, Accounting or Business Administration, plus 7 years of post-bachelor’s progressive experience in the occupation or as a Public Accountant, Financial Officer, or Financial Auditor.

Employer is willing to accept any suitable combination of work experience education, and training.Must be fluent in written and spoken Spanish.

Must be well versed in Mexican Financial Reporting Standards (IFRS) and U.S.

Generally Accepted Accounting Principles (USGAAP).

Must have experience with financial reporting to Mexican and U.S.

regulatory bodies (CNBV and SEC).

Must have experience in public offerings in Mexico.Apply on-line at TelevisaUnivision’s career page: is an equal opportunity employer.

All qualified applicants will receive consideration for employment without regard to characteristics protected by law.
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Senior Private Banker - LatAm Wealth & UHNW Advisory
🏒 JPMorgan Chase & Co.
$250 +
Miami, FL 3 weeks ago
A leading global financial services firm is seeking a Private Banker for its Latin America Private Bank in Miami, FL.

The role involves advising ultra-high net worth clients on wealth management, building strong client relationships, and generating new business.

Candidates should have over six years of experience in private banking, strong Spanish fluency, and relevant licenses.

This position offers an opportunity to be part of a talented team and provides resources for career growth.
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