Banking and Financial Services Jobs in Pompano Beach, FL
9 positions found
Russian Speaking! Executive Assistant to CEO and COO, Mortgage Lending Company, Ft. Lauderdale, Fla.
The CEO and COO of a highly successful and fast- growing mortgage lending company, based in Ft. Lauderdale, is looking for an Executive Assistant to handle all things administratively for the Founding couple, CEO and COO. They are looking for a true” right hand” strategic partner, taking as much off their plate as possible so they can focus on the growing business. This is an exciting opportunity to be a key player on the team, helping to make sure the CEO/COO are well-organized, on task and prepared for scheduled meetings and events. The ideal candidate has 5+ years as an Executive Assistant to HNW principals or C-Suite executives and MUST be bi-lingual, Russian/English. The ideal candidate is very tech savvy, embraces AI in workflow, is a creative thinker and a true problem-solver providing “high touch” superlative support on all fronts-a force multiplier. The culture is very positive, celebrating employee events and has a gym on-site.
About the Job
- Manage the CEO and COO’s busy calendars and coordinate scheduling meetings and commitments, personal and professional
- Optimize their time and priorities, acting as gatekeepers
- Coordinate global travel and logistics, including detailed itineraries, personal and professional
- Expenses
- Prioritize emails and craft emails and any other correspondence on their behalf
- Be liaison to internal and external stakeholders; plan meetings including all logistics and collateral materials
- Plan dinners, special events
- Special ad hoc projects; some personal work
About You
- 5+ years supporting HNW, C-Suite executives
- Bachelor’s Degree; Bi-Lingual, Russian/English
- Proactive and anticipatory mindset – always ten steps ahead
- High emotional intelligence and strong judgment; able to act independently
- Ultra-organized and detail-oriented with a “high touch” service mentality and great project management skills
- Microsoft Office Suite; QuickBooks, very tech savvy; Uses AI to enhance daily processes
- Strong communicator, diplomat, and relationship-builder
- Discreet, and trustworthy
- A warm engaging personality that thrives in a fast-paced environment that is growing and vibrant with a “can do”attitude.
Base salary plus discretionary bonus, Comprehensive health benefits, 401K Match
REQUIREMENTS AND PREFERENCES
The Broward County Board of County Commissioners is seeking qualified candidates for the position of Risk Manager in the Aviation Administration - Risk Management section.
2026 Benefits of Broward County Employment
Eleven (11) paid holidays each year
Vacation (Paid Time Off) = 2 weeks per year
Tuition Reimbursement (Up to 2K annually)
Up to 40 hours of Job Basis Leave for eligible positions
Paid Parental Leave
Health Benefits
High-Deductible Health Plan - bi-weekly premiums: Employee $10.90 / Family $80.79
Includes a County Funded Health Savings Account of up to $2000 Annually
Consumer Driven Health Plan - bi-weekly premiums: Employee $82.58 / Family $286.79
Florida Retirement System (FRS) - Pension or Investment Plan
457 Deferred Compensation County matches up to $2,000 a year
General Description
The Aviation Department which operates the Fort Lauderdale-Hollywood International Airport and the North Perry Airport is seeking qualified applicants for the position of Risk Manager for the Risk Management section within the Administration Division. The Risk Manager will serve as the cornerstone of BCAD's risk management program, ensuring the airport is protected from liability by evaluating risk exposures, reviewing and negotiating complex contracts, and establishing and enforcing insurance requirements and renewals for all vendors and third parties. It provides critical oversight of procurement activities, analyzes bid documents, and safeguards compliance through the monitoring of Certificates of Insurance. The role also represents the airport's risk management interests in high-stakes meetings with airlines and key vendors, supports County departments with insurance guidance and trains staff across multiple divisions. With its blend of technical insurance expertise, legal interpretation, contact analysis, and staff leadership, this position is integral to minimizing financial exposure and maintaining continuity in BCAD operations. The employee will function as the Safety Management System Coordinator for Landside Operations in conjunction with the Operations Division. This position will supervise a loss and safety team on our construction sites and will ensure Occupational safety and health training and education program tracking.
Plans, develops, implements and maintenance of an airport Safety Management System (SMS), which includes - SMS anonymous reporting, tracking, investigation, and audits; facilitation of the safety risk management (SRM) process; conducting safety assurance meetings and inspections; and providing safety promotion initiatives and incentives; as well as Gap Analysis, Data Collection Review and Synthesis, Updates, Committee Meetings, Safety Assurance Evaluations, and SMS manual and related policies and procedures updates.
This position will work closely with the Operations Division and Maintenance Division regarding employee safety issues and the general risk and safety conditions of the airport. Walk job sites, review reports, and meet with contractors and PMs to resolve safety hazards and OSHA non-compliance. Another important function is to establish and maintain relationships across lines of business as well as with BCAD's partners, including but not limited to BSO, Concessions, Airlines, Ground Handlers, Fuel Farm, Fire and Rescue.
Manages insurance renewals for BCAD and vendor insurance review; mediate claims between attorneys, claimants, and insurance companies; investigate backup for claims and secure additional documentation as needed; liability and subrogation claims. public records request process and review of video requests.
Reviews Loss Control and collaborates with all BCAD divisions and various partners to ensure risk is reduced.
Training and educating expanding community (700+) BCAD employees on compliance and safety standards.
Minimum Education and Experience Requirements
Requires a Bachelor's degree from an accredited college or university with major coursework in business or public administration, risk management, construction project management, occupational safety, or closely related field
One year of relevant experience may be substituted for each year of required education.)
Requires three (3) years of experience in an administrative capacity reviewing and evaluating safety programs, conducting worksite safety evaluations for loss prevention, performing risk management analysis and claims oversight and review.
Special Certifications and Licenses
Must possess a valid Florida Driver's License with authority to drive a county vehicle for the duration of appointment.
2-20 Property and Casualty License
Certified Safety Management Practitioner (CSMP)
Occupational Hygiene and Safety Technician (OHST)
Construction Health and Safety Technician (CHST)
Certified Safety and Health Manager (CSHM)
Construction Risk and Insurance Specialist (CRIS)
Certified Safety Professional (CSP)
PreferencesDoctorate Degree in Law, Safety, Business, Insurance
Master's degree in risk management, Safety, Construction, Business or Public Administration
Associate in Risk Management - Public (ARM-P)
Chartered Property Casualty Underwriter (CPCU)
Underwriter experience or insurance agent or insurance broker license
Certified Risk Management (CRM)
Certified Risk Management Professional (CRMP)
Minimum one (1) year of prior experience with Wrap Up (OCIP) insurance programs
Minimum one (1) year of prior experience analyzing contracts to determine insurance requirements
**All Aviation Department employees must possess the ability to interact courteously with the public, Airport vendors, contractors and fellow employees to maintain a professional work atmosphere by acting and communicating in a manner that promotes a positive work environment and to support the completion of work and tasks internally and externally in an efficient and effective manner.
SCOPE OF WORK
The functions listed below are those that represent the majority of the time spent working in this class. Management may assign additional functions related to the type of work of the job as necessary.
Oversee the safety program's continued growth implementation review. To be the liaison with all departments for safety. Will also be responsible for reviewing and categorizing incoming issues through maximo (NON 139 SMS items).Implements and maintains automated Certificate of Insurance (COI) tracking system. Trains other Departments on utilization of the COI tracking system. Performs audits on certificates of insurance to determine compliance with insurance requirements.
Coordinates with Emergency Services and Communications, local, state and federal officials regarding FEMA guidelines and regulations.
Maintain information on BCAD's insurance policy and support the renewal process yearly. Utilize information and safety data collected to identify safety issues and help to mitigate claims, focus in on reoccurring issues and potential necessary projects training or other avenue to support the removal, mitigation or support for the identified safety risks.
Oversee the implementation of the new software (CTrax), when up and running, which is meant to track certificates of insurance and contractors.
Coordination with Director on regular basis to create strategies to support the forward movement in the areas of safety and insurance.
Exposure to Safety Management System (SMS) concepts or a readiness to learn and apply SMS practices in an airport environment.
Handle liability and subrogation claims; respond to public records requests and save and view video requests; training and educating expanding community (650+) BCAD employees on compliance and safety standards.
Plans, develops, authorizes, implements, supervises and evaluates programs/projects, activities and services on a large scale with County-wide impact; facilitates inclusion, prepares reports, and analyzes and interprets data.
Coordinates and manages all aspects of a program or project which has operational responsibility of a major scope, a large-sized budget and provides a critical County service.
Assists Director and Agency Leadership by researching issues, creating memorandums, policies, procedures, reports, etc. and monitors/advises on staff compliance with policy and procedures.
Conducts special research in conjunction with a project/program, analyzes data, and makes recommendations based upon research.
Identifies and understands agency/business needs, contractual business requirements, and regulations governing local, state and other requirements, confidentiality obligations, warranties, liabilities, indemnification, termination clauses, breach, and remedies.
Communicates business risks to project manager, senior/executive management, and approving authority for assessment and approval, while focusing on comprehending client-agencies' needs and business processes.
Coordinates with state and local agency partners on projects and programs, community outreach, media relations and regional and various services; may assist with press releases and responses to media.
Advises and assists the Department and Division Directors on all operational and technical matters related to the section(s) or function(s) assigned.
Reviews property claims and submits to insurance broker, communicates with attorneys as required.Participate in meetings involving contract negotiations, insurance requirements, sunshine meetings, risk assessment, claim reviews, and Risk Management Division meetings.
Monitor legislative decisions concerning property, casualty and liability issues, and rules and regulations potentially impacting the County.
Supervises, trains, develops, and motivates staff. Meets regularly with staff, to maintain open communications, ensure adequate workload, and update standard procedures.
Advises and educates other agencies on the risk management process and the importance of Enterprise Risk Management (ERP) to the County. Supports the Risk Management Information System (RMIS) by maintaining the Property Schedule and insurance policies.
Defines agency goals and objectives, develops and recommends policies and operating procedures.
Administers internal/external communications and public outreach activities for Division; manages and coordinates outreach efforts with other County divisions as well as other local and state governments and partnering agencies.
Prepares Commission agendas, including editing, posting and planning.
Provides assistance and training of agency staff and contracted services providers. May oversee the Agency's training program; schedules and/or delivers training and outreach opportunities for employees and the vendor community respectively.
Plans, organizes and implements a compliance and monitoring program, conducts contract central audits, field documentation reviews, investigations or management studies.
Oversees claim activity to ensure proper adjudication of claims in compliance with State regulations. Ongoing coordination of claims coverage to ensure proper investigation, treatment, and loss prevention actions are taken.Attends meetings which include contract negotiations, sunshine meetings, risk assessment, claim reviews, department meetings, both downtown risk and facility; participates in the negotiations and purchase of insurance coverage applicable to the facility or project.
Oversees/handles data collection from other agencies, inputting into system, refinement of procedures for handling, advising/educating other agencies on the process and what's important and how it affects them.
Performs related work as assigned.
WORK ENVIRONMENT
Physical Demands
Physical demands refer to the requirements for physical exertion and coordination of limb and body movement.
Performs sedentary work that involves walking or standing some of the time and involves exerting up to 10 pounds of force on a regular and recurring basis or sustained keyboard operations.
Unavoidable Hazards (Work Environment)Unavoidable hazards refer to the job conditions that may lead to injury or health hazards even though precautions have been taken.
None.
SPECIAL INFORMATION
Competencies
- Business Insight
- Financial Acumen
- Manages Complexity
- Cultivates Innovation
- Optimizes Work Processes
- Ensures Accountability
- Builds Networks
- Builds Effective Teams
- Communicates Effectively
- Situational Adaptability
County Core ValuesAll Broward County employees strive to demonstrate the County's four core behavioral competencies.
- Collaborates: Building partnerships and working collaboratively with others to meet shared objectives.
- Customer focus: Building strong customer relationships and delivering customer-centric solutions.
- Instills trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.
- Values differences: Recognizing the value that different perspectives and cultures bring to an organization.
Americans with Disabilities Act (ADA) ComplianceBroward County is an Equal Opportunity Employer committed to inclusion. Broward County is committed to providing equal opportunity and reasonable accommodations to qualified persons with disabilities. We support the hiring of people with disabilities; therefore, if you require assistance due to a disability, please contact the Professional Standards Section in advance at or email to make an accommodation request.
Emergency Management ResponsibilitiesNote: During emergency conditions, all County employees are automatically considered emergency service workers. County employees are subject to being called to work in the event of a disaster, such as a hurricane, or other emergency situation and are expected to perform emergency service duties, as assigned.
County-wide Employee ResponsibilitiesAll Broward County employees must serve the public and fellow employees with honesty and integrity in full accord with the letter and spirit of Broward County's Employee Code of Ethics, gift, and conflict of interest policies.
All Broward County employees must establish and maintain effective working relationships with the general public, co-workers, elected and appointed officials and members of diverse cultural and linguistic backgrounds, regardless of race, color, religion, sex, national origin, age, disability, marital status, political affiliation, familial status, sexual orientation, pregnancy, or gender identity and expression.
Paralegal/Trust Administrator - Family Office
Private family office is seeking a highly skilled and detail-oriented Legal Assistant, Paralegal, or Trust Administrator. You will support a range of legal, trust administration, and corporate governance functions. The ideal candidate will have significant experience in trust and estate administration, legal document preparation, and the inner workings of a family office environment.
Responsibilities:
- Prepare, draft, and review a variety of legal documents and correspondence
- Support trust and estate administration, including coordination with external legal counsel and service providers
- Assist in maintaining corporate records and governance documentation
- Provide general administrative and legal support to attorneys and senior executives within the family office
- Facilitate internal and external communications related to legal and trust matters
- Maintain and organize confidential files and documentation with a high level of discretion
Qualifications:
- Bachelor’s degree or paralegal certification preferred
- Minimum of 5 years of relevant experience in a legal assistant, paralegal, or trust administration role
- Strong background in family office operations, trust administration, and/or corporate governance
- Proven experience in legal document preparation and legal administrative support
- Excellent written and verbal communication skills
- Exceptional attention to detail, organization, and time management
- Knowledge of trust and estate law; international legal exposure is a plus
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
Preferred:
- Sales, Collections or Customer Service experience
- Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days' vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
FULL-SERVICE SHOPPER
Start earning quickly with a flexible schedule
Shopping with Instacart is more than grocery delivery. Shoppers help make our world go round. They make money, make moves, and make shopping lists come true. They make good time, make life easier, and make people's day.
Shoppers make it all happen—sign up now to help create a world where everyone has access to the food they love.
As a full-service shopper, you'll receive orders through the Shopper app to shop from stores in your area, and deliver the orders to your customer's door. It's that simple.
What you get as a shopper:
- Start earning quickly on a flexible schedule*
- Weekly pay with the option of instant cashout
- Potential to earn tips
- Special earnings promotions
Basic requirements:
- 18+ years old (21+ to deliver alcohol)
- Eligible to work in the United States
- Consistent access to a vehicle and a recent smartphone
Additional information:
Shopping with Instacart is great for anyone looking for flexible, seasonal, home-based, entry-level, weekend, weekday, after-school, or temporary opportunities. As an Instacart Full-Service Shopper, you can have more flexibility than with a part-time job.
Instacart is committed to diversity and providing equal opportunities for independent contractors. Instacart considers qualified individuals without regard to gender, sexual orientation, race, veteran, disability status, or other categories protected by applicable law.
Instacart also values providing prospective contractors with a fair chance to pursue opportunities. For all individuals seeking to provide services in San Francisco, Los Angeles, and Philadelphia, Instacart considers individuals in a manner consistent with the requirements of applicable Fair Chance ordinances.
Review the Independent Contractor Agreement here
*Subject to availability of batches in your area.
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
Preferred:
- Sales, Collections or Customer Service experience
- Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days’ vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
DarrowEverett LLP is looking for a Commercial Lending & Finance Attorney with excellent communication and administrative skills, who is highly organized and detail-oriented, is able to multitask without sacrificing efficiency, be responsible, and be able to represent the firm, always, in ways that enhance its reputation.
Role & Responsibilities
- Representing banks or private/public lenders & fixed income first or second lien commercial real estate transactions
- Conducting other commercial real estate issues such as the evaluation, transfer, or drafting of commercial leases and/or drafting deeds of trust
- Experience in other commercial real estate transactions or investment, corporate, and / or M&A transactions
- Representing lenders and borrowers in financial transactions, with a principal focus on commercial real estate credit secured by mortgages or deeds of trust
- Utilizing industry solutions to CRE finance transactions, including structuring, negotiating, and closing transactions
- Using best practices for drafting and perfecting security interests, including reviewing title insurance policies and drafting title objection letters, commercial or multifamily real estate, tenant improvements or equipment, or cash flow coverage
- Oversee real estate secured finance solution, workout & restructurings
- Effectively organize and maintain client files
Qualifications:
- Bachelor's degree and J.D. Degree
- 15+ years of continuous, specific, and verifiable commercial lending & finance
- Extensive experience in structuring, negotiating, and documenting commercial real estate transactions
- In-depth knowledge of commercial real estate finance
- Strong oral and written communication skills
- Knowledge of the laws and rules, as well as state and federal court procedures, forms, deadlines, filing requirements and portals
- Ability to organize factual and legal data into clear and logical arguments.
- Ability to handle sensitive matters on a confidential basis
- Licensed to practice law and in good standing in at least one of the following states: MA, RI, NY, SC, NC, or FL
- A high degree of initiative, mature judgment, and discretion
- Organization and time management skills
Salary: $140,000
- $170,000 per year A bit about us: Our company is 25+ years strong and a global leader in Healthcare Education (Procedural Medicine Education) and offers the largest range of courses from beginner to advanced.
We deliver the most comprehensive and well-rounded education, both in-person and virtual.
Our company culture is one of supportive colleagues and fun! Why join us? Excellent Base Salary! Bonus (Performance and Company Profitability Based) Health, Dental, Vision 401K Match Paid Vacation and Holidays Professional Development Resources Job Details We are looking for a Financial Controller to join our team in Fort Lauderdale, FL! This is a full-time, in-office position based in Fort Lauderdale, FL.
We are seeking an experienced, expert-level Financial Controller to join our senior leadership team and work directly with ownership, directors, and department heads.
The ideal candidate will be a strategic, hands-on financial professional who can manage high-volume operations, ensure accurate reporting, and fully integrate into our high-performing team culture.
You will attend regular director meetings and contribute directly to the financial and operational management of the company.
Key Responsibilities: ● Lead financial planning, budgeting, forecasting, and reporting.
● Manage all accounting operations, including payroll, AP/AR, reporting, and reconciliation.
● Oversee accounting staff (accounting clerk) and ensure data accuracy.
● Provide detailed profitability analysis for products, courses, and business units.
● Monitor and optimize cash flow and working capital.
● Collaborate with Sales, Marketing, and Operations to align financial targets.
● Participate in executive meetings and contribute to data-driven decision-making.
● Evaluate and recommend improvements to internal systems and processes.
● Collaborate with the Company’s external tax firm to enhance tax strategy and minimize owner tax liability.
● Manage treasury and cash flow to optimally support business operations.
● Develop financial reporting to ensure readiness for outside investment or company sale, emphasizing accuracy and investor appeal.
Required Education/Qualifications: MBA or CPA required.
7+ years of progressive financial leadership experience (Controller or Assistant Controller experience strongly preferred).
Deep understanding of financial operations in multi-product, high-transaction environments.
Must be Expert Level of proficiency in QuickBooks Pro and/or QuickBooks Enterprise—must be able to utilize ALL features and functions.
Background in healthcare, education, training, or SaaS preferred, but not required.
Strong financial modeling, scenario planning, and forecasting skills.
High-level communication and presentation abilities.
Experience in financial management across multiple product lines and business segments, with focus on cost allocation and profitability.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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