Financial Advisor - St Pete Synovus Financial CorpFinancial Advisor - St PeteFLCertification(s): Series 7; Series 66 (or both Series 63 and 65) Licenses; Variable Annuity License; State, Life, Accident and Sickness License (or working to obtain within 6 months of assuming role) This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Clients will typically be commercial customers, small business customers, and higher-end consumer customers (physicians, attorneys, dentists, CPAs, veterinarians, corporate executives, affluent business owners, affluent retirees, inheritance beneficiaries, etc.) that require more complex product delivery.
NewFinancial Advisor Associate - Sarasota Synovus Financial CorpFinancial Advisor Associate - SarasotaSarasota, FLPrepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.
Manager of Financial Compliance Sarasota County Clerk of the Circuit Court and County ComptrollerManager of Financial ComplianceSarasota, FloridaThis management-level role is responsible for ensuring institutional compliance with federal, state, and local laws impacting the Comptroller’s Office, with a strategic focus on oversight, auditing, and review of financial transactions and contractual documentation, particularly those related to County operations and grant-funded programs, prior to the disbursement of funds. Additionally, this role plays a critical role in continuity of operations planning (COOP), ensuring essential functions remain operational during emergencies by understanding and supporting emergency response protocols.
Financial Advisor Hancock Whitney CorpFinancial AdvisorBradenton, FLESSENTIAL DUTIES & RESPONSIBILITIES: Completes a suitability review with client to assess the investor's financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Director of Accounting Empath Hospice Of Marion CountyDirector of AccountingSarasota, FLEmpath Health is a not-for-profit healthcare organization providing Full Life Care through a connected network of services across Florida, including hospice, home health, grief care, geriatric primary care, elder care (PACE), HIV and sexual health (EPIC), and dementia support. This leader will partner closely with executive stakeholders to ensure compliance with GAAP and regulatory requirements while supporting the continued growth and mission-driven impact of Empath Health and its family of programs.
Director Of Accounting Hospice of Marion CountyDirector Of AccountingSarasota, FLEmpath Health is a not-for-profit healthcare organization providing Full Life Care through a connected network of services across Florida, including hospice, home health, grief care, geriatric primary care, elder care (PACE), HIV and sexual health (EPIC), and dementia support. This leader will partner closely with executive stakeholders to ensure compliance with GAAP and regulatory requirements while supporting the continued growth and mission-driven impact of Empath Health and its family of programs.
Accounting Assistant Williams ParkerAccounting AssistantSarasota, FLWilliams Parker , the region's largest and oldest law firm founded in 1925, is seeking a detail-oriented and service-focused Accounting Assistant to join our Accounting Department in downtown Sarasota. Assist in handling accounts payable functions, including coding and processing vendor invoices, managing reimbursements, onboarding new vendors, and ensuring timely and accurate payments.
Financial Advisor Suncoast Credit UnionFinancial AdvisorBradenton, Florida$60,000–$90,000 / yearFull timeOwn the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.
Financial Advisor Suncoast Schools Federal Credit UnionFinancial AdvisorSt Petersburg, FL$60,000–$90,000 / yearOwn the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.
Accounting & Operations Manager Keller Williams Wentz Group CompaniesAccounting & Operations ManagerEnglewood, FL$48,000–$55,000 / yearKeller Williams Coastal Living is hiring an Accounting - Bookkeeper and Operations Manager to support the financial operations of two Keller Williams real estate offices while working from our Englewood, Florida location. Your work helps ensure agents are paid accurately, office financials are clean, and leadership has the information needed to run the business well.
Investment Executive (Financial Advisor) Sarasota, FL Fifth Third BancorpInvestment Executive (Financial Advisor) Sarasota, FLSarasota, FLConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Accenture Edge - Oracle Financial Manager Accenture PlcAccenture Edge - Oracle Financial ManagerSt. Petersburg, FLYou thrive on helping mid-market clients modernize their core finance operations - Oracle Fusion Cloud Enterprise Resource Planning (ERP) Finance applications - and you know how to bridge business process best practice with Oracle Cloud configuration. Design and configure finance solutions aligned to client business processes, including chart of accounts design, subledger accounting, payment processing, receivables management, asset lifecycle, and collections strategy.
Director 2, Financial Planning/Analysis The Charles Stark Draper Laboratory IncDirector 2, Financial Planning/AnalysisSt. Petersburg, FL$180,000–$340,000 / yearAdditionally, they will direct the corporate treasury function, focusing on the development and/or enhancement of corporate treasury management policies and procedures, liquidity management strategy, management of financial institution relationships, treasury information and technology management, and the formulation and/or enhancement of risk management policies. Draper supports many programs to improve work-life balance including workplace flexibility, employee clubs ranging from photography to yoga, health and finance workshops, off site social events and discounts to local museums and cultural activities.
NewAccounting Specialist Selah FreedomAccounting SpecialistSarasota, FLRemoteFull timeEssential ResponsibilitiesManage Daily Financial OperationsProcess and monitor accounts payable and receivable, ensuring proper authorization, accurate coding, and timely paymentsReview donations, vendor bills, and credit card transactions for compliance with internal controlsOversee Cash & Payment ActivityMonitor bank accounts and initiate payments in accordance with approval policiesTrack grant and consulting revenue, reconcile discrepancies, and follow up on outstanding receivablesSupport Grant & Program FundingAssist with grant billing and reimbursement processesEnsure expenses are properly allocated across grants, programs, and funding sourcesPrepare payroll allocation reports and provide documentation to the Grants teamReporting, Compliance & Audit SupportAssist with financial reportingAssist with documentation for annual financial and grant auditsCollaborate cross-functionally to maintain fiscal integrity and accountabilityWhat You BringAssociate's degree in Accounting, Finance, or related field (Bachelor's preferred)Minimum of two years' experience in an accounting or finance roleExperience with Sage Intacct or similar accounting software preferredStrong understanding of internal controls and financial complianceStrong written and verbal communication skillsEquivalent combinations of education and experience will be considered. From prevention and outreach to safe housing and education, our programs serve youth and survivors across the Midwest and Southeast regions of the U.S.What You'll DoThe Finance Specialist supports the day-to-day financial operations of Selah Freedom by ensuring accurate processing of financial transactions, maintaining compliance with internal controls, and supporting grant and program funding requirements.
Associate Financial Advisor Robert W. Baird & Co. IncorporatedAssociate Financial AdvisorSarasota, FL$59,300–$80,200 / yearTake the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects. About the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base.
Clinic Financial Manager Florida Cancer Specialists, P.L.Clinic Financial ManagerVenice, FLWe are recognized by the American Society of Clinical Oncology (ASCO) with a national Clinical Trials Participation Award, FCS offers patients access to more clinical trials than any private oncology practice in Florida. In addition to having a positive impact on the people and communities we serve, associates benefit from significant professional opportunities, career advancement, training and competitive wages.
Financial Reporting Analyst Sarasota County Clerk of the Circuit Court and County ComptrollerFinancial Reporting AnalystSarasota, FloridaSuccess in this role requires advanced technical accounting expertise, proficiency with enterprise financial systems and reporting tools, and strong Excel skills, including pivot tables, advanced formulas, and data transformation tools, to analyze complex datasets and support reconciliations and reporting accuracy. Key responsibilities include drafting financial statements, preparing audit schedules, collaborating with external auditors, and overseeing accounting for bond and debt proceeds to ensure compliance with bond indentures, resolutions, and treasury regulations, including arbitrage, and ensuring the timely execution of debt service payments.
Financial Analyst Insurance Office of AmericaFinancial AnalystTreasure Island, FLRemote$65,000–$85,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. The Financial Analyst will be responsible for reporting on producer-level activities, including but not limited to gross revenue, production credit, new and lost business, and developing Power BI reporting to accurately track and effectively present the above metrics.
Clinic Financial Manager Florida Cancer Specialists and Research InstituteClinic Financial ManagerVenice, FLWe are recognized by the American Society of Clinical Oncology (ASCO) with a national Clinical Trials Participation Award, FCS offers patients access to more clinical trials than any private oncology practice in Florida. In addition to having a positive impact on the people and communities we serve, associates benefit from significant professional opportunities, career advancement, training and competitive wages.
Financial Advisor Hancock Whitney BankFinancial AdvisorBradenton, FloridaCompletes a suitability review with client to assess the investor’s financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.