Accountant - Client Bookkeeping (Hybrid) JobotAccountant - Client Bookkeeping (Hybrid)Oldsmar, FL$65,000–$90,000 / yearInformation 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 jobot.com/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.
Senior Tax accountant JobotSenior Tax accountantTampa, FL$90,000–$110,000 / yearInformation 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 jobot.com/legal. The firm is known for taking a personalized, client-focused approach and helping clients navigate both day-to-day accounting needs and longer-term financial and tax planning.
Financial Planning Counselor Fisher InvestmentsFinancial Planning CounselorTampa, FloridaFull timeYou will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. 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.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistSt. Petersburg, FLRemote$140,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Sr. Analyst, Financial Planning & Analysis Azuria Water SolutionsSr. Analyst, Financial Planning & AnalysisTampa, FloridaThe successful candidate will partner closely with finance and business leadership across business segments to support the budgeting, forecasting, and management reporting processes. Our companies provide cost-effective solutions to remediate operational, health, regulatory and environmental problems resulting from aging and defective pipelines and infrastructure.
Financial Planning Specialist Ameriprise Financial IncFinancial Planning SpecialistSeminole, FLThis role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistSt. Petersburg, FLRemote$140,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Director, Financial Planning & Analysis (FP&A) EnavateDirector, Financial Planning & Analysis (FP&A)Tampa, FLThe Director of FP&A will lead the company's planning, forecasting, reporting, and analytical capabilities while partnering across the organization to improve decision-making, profitability, operational efficiency, and long-term value creation. We are seeking a strategic, data-driven, and operationally minded FP&A leader to elevate our financial planning and analysis function and serve as a trusted advisor to executive leadership.
Financial Advisor - Insurance & Retirement Planning (Hybrid, 1099) United Placement GroupFinancial Advisor - Insurance & Retirement Planning (Hybrid, 1099)St. Petersburg, FLLucrative earning potential — six-figure income potential in your first year through a generous commission structure and a steady stream of qualified clients, though actual earnings are not guaranteed and depend on your closing skills. Experienced Case Manager support — a dedicated Case Manager works alongside you to design client financial plans and handle paperwork.
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.
Client Manager, Retirement Plans - The Baldwin Financial Services BRP Group, Inc.Client Manager, Retirement Plans - The Baldwin Financial ServicesTampa, FLYou will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service. As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service.
RESOURCE PLANNING ANALYST I (Corporate Planning) Seminole Electric Cooperative IncRESOURCE PLANNING ANALYST I (Corporate Planning)Tampa, FLCoordinates with Seminole's Regulatory team and other internal teams such as Load Forecasting to prepare responses to data requests for various Southeastern Electric Reliability Council (SERC) and Florida Reliability Coordinating Council (FRCC) activities. Position is responsible for supporting the Corporate Planning process using production cost models to prepare input for long-term financial forecasting, in addition to performing ad-hoc studies for rates, budgeting, regulatory or other purposes.
Client Manager, Retirement Plans - The Baldwin Financial Services The Baldwin Group Insurance Holdings, LLCClient Manager, Retirement Plans - The Baldwin Financial ServicesTampa, FLYou will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service. As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service.
Program Director - Home Health Coordinator Planning Office (Florida Health Plan) - Remote in Florida Molina Healthcare IncProgram Director - Home Health Coordinator Planning Office (Florida Health Plan) - Remote in FloridaSt Petersburg, FLRemoteThe Program Director for the Home Health Coordinator Planning Office is responsible for leading (1) operational planning and coordination, (2) financial management, (3) regulatory communications and compliance, and (4) overall performance and execution of home health and private duty nursing (PDN) services for the Florida CMS population. The role is also responsible for overseeing key financial indicators, monitoring service delivery costs, identifying financial risks and trends, and supporting data-driven decision-making to ensure services are delivered in a fiscally responsible manner.
Finance, Planning and Reporting Manager CorestreamFinance, Planning and Reporting ManagerTampa, FLOwn all aspects of financial planning, budgeting, forecasting, modeling and management reporting, including: Lead the annual budget process, including timelines, templates, assumptions and cross-functional inputs. We are an industry leader in the delivery of Voluntary Benefits; our proprietary software is the engine for large, Fortune-500 companies to easily and cost-effectively offer unlimited Voluntary Benefits to its employees through payroll deduction.
Senior Solution Architect (Enterprise Planning, Consolidation & Reporting) Philip Morris International IncSenior Solution Architect (Enterprise Planning, Consolidation & Reporting)Tampa, FL$136,000–$170,000 / yearThe U.S. Food and Drug Administration has authorized versions of PMI's IQOS electronically heated tobacco devices and Swedish Match's General snus as Modified Risk Tobacco Products and renewal applications for these products are presently pending before the FDA. Since 2008, PMI has invested $12.5 billion globally to develop, scientifically substantiate and commercialize innovative smoke-free products for adults who would otherwise continue to smoke with the goal of transitioning legal-age consumers who smoke to better alternatives.
Senior Manager, Global Revenue Planning & Consolidation Equinix, Inc.Senior Manager, Global Revenue Planning & ConsolidationTampa, FLThis is not a role that simply produces forecasts; it owns the global revenue forecast, challenges the assumptions behind it and ensures senior leadership has the insight needed to make informed decisions. In the operating model, Global Consolidation owns the number and the story; Business Partnering Enablement builds the engine that helps produce it; and Regional Teams own the business context behind it.
NewAVP, Wealth Planning & Tax Consulting Raymond James Financial IncAVP, Wealth Planning & Tax ConsultingFL$140,000–$160,000 / yearFinancial Planning'',''Financial Planning'',''CA-BC-Vancouver-Vancouver'',''CA-BC-Vancouver-Vancouver'',''CA-AB-Edmonton-Edmonton, CA-ON-Toronto-Toronto, CA-QC-Montreal-Montréal, CA-AB-Calgary-Calgary'',''CA-AB-Edmonton-Edmonton, CA-ON-Toronto-Toronto, CA-QC-Montreal-Montréal, CA-AB-Calgary-Calgary'',''PCG Solutions'',''PCG Solutions'',''Full-time'',''Full-time'','''','''','''','''',''Permanent Full-Time'',''Permanent Full-Time'',''false'',''659702'',''659702'',''true'',''659702'',''false'',''Submission for the position: AVP, Wealth Planning & Tax Consulting - (Job Number: 2600558)'',''false'',''659702'',''false'',''true''. The role focuses on high-net-worth and ultra-high-net-worth Canadian families, clients with multi-jurisdictional considerations, business owners, and individuals experiencing significant monetization, liquidity or wealth-transfer events.
Workday Adaptive Planning Implementation Consultant, Senior Associate PricewaterhouseCoopers LLPWorkday Adaptive Planning Implementation Consultant, Senior AssociateTampa, FL$77,000–$202,000 / yearPreference for a Master's or Masters of Business Administration degree in at least one of the following fields of study: Accounting, Business Administration/Management, Computer Science/Information Systems, Finance, Human Resources/Industrial Relations. In this role within our Technology Consulting practice, you will leverage your skills to analyze client needs, implement software solutions, and provide training and support for seamless integration and utilization of business applications.
Retirement Planning Specialist Ameriprise FinancialRetirement Planning SpecialistSeminole, FLThis role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.