Financial Planning & Analysis Director - CarelonRx Pharmacy Elevance Health IncFinancial Planning & Analysis Director - CarelonRx PharmacyLake Mary, FL$119,280–$205,758 / yearThe Financial Planning & Analysis Director is responsible for providing financial leadership, decision support and strategic direction Pharmacy leadership and operational teams and team's achievement of the business plan, with specific emphasis on aligning financial and operational metrics. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Financial Planning & Analysis Director - CarelonRx Pharmacy Elevance HealthFinancial Planning & Analysis Director - CarelonRx PharmacyLake Mary, FloridaThe Financial Planning & Analysis Director is responsible for providing financial leadership, decision support and strategic direction Pharmacy leadership and operational teams and team's achievement of the business plan, with specific emphasis on aligning financial and operational metrics. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Financial Planning & Reporting within Commercial Project Management Siemens Energy AGFinancial Planning & Reporting within Commercial Project ManagementOrlando, FLYou partner closely with regional teams and Business Controlling to analyze deviations, identify risks and opportunities, and provide clear, actionable insights to Commercial Project Manager (CPM) leadership. You begin your day by reviewing consolidated financial performance across North America, Latin America, and the Middle East, ensuring forecasts and key KPIs reflect an accurate, end-to-end view of the Central LTP portfolio.
Director Financial Planning & Analysis OneBlood IncDirector Financial Planning & AnalysisOrlando, FLEDUCATION AND/OR EXPERIENCE: Bachelor's degree in Accounting, Finance, or a related field from an accredited college or university and eight (8) years of experience in financial planning and analysis, preferably within manufacturing or pharmaceutical industries, including at least three (3) years of supervisory or management experience; or an equivalent combination of education, training, and experience. Provides actionable business analysis, develops business plans, and delivers detailed variance analysis to all levels of management to drive performance and maximize business results.
NewManager Financial Planning & Analysis OneBloodManager Financial Planning & AnalysisOrlando, FloridaFull timeBachelor’s degree in Accounting, Finance, or a related field from an accredited college or university and five (5) years of financial planning and analysis experience, preferably within the manufacturing or pharmaceutical industries; or an equivalent combination of education, training, and experience. Partners with executive leadership to develop financial models supporting long-term strategic initiatives, including market expansion, new product launches, and capital investments.
Client Manager, Retirement Plans - The Baldwin Financial Services The Baldwin Group Insurance Holdings, LLCClient Manager, Retirement Plans - The Baldwin Financial ServicesOrlando, 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.
NewVP, Enterprise Capacity Planning & Forecasting Synchrony FinancialVP, Enterprise Capacity Planning & ForecastingOrlando, FLLink capacity decisions to KPI optimization across servicing and collections/recovery outcomes (e.g., ASA/abandon, AHT/productivity, quality, complaint cycle time, contact effectiveness, roll rates, cure rates, recovery income), balancing service, compliance, and cost-to-serve. Qualifications/Requirements: Bachelor's degree; Or in lieu of Degree, 14+ years of experience in forecasting, workforce/capacity planning, operations research, or workforce analytics in high-volume environments (financial services, contact centers, back-office operations, BPO).
NewCertified Workday Adaptive Planning Consultant - Remote USTCertified Workday Adaptive Planning Consultant - RemoteOrlando, FLRemoteThe role involves translating financial models, providing technical guidance, and troubleshooting. The ideal candidate will have at least 2 years of experience and must maintain certification.
GTM Planning Rhythm of Business (ROB) Senior Associate Grant Thornton LLPGTM Planning Rhythm of Business (ROB) Senior AssociateOrlando, FL$96,000–$144,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
NewTransmission Planning Consultant - & Co. (Multiple Locations) Burns & McDonnellTransmission Planning Consultant - & Co. (Multiple Locations)Orlando, FL$110,000–$400,000 / yearQualificationsBachelor Degree in Engineering or related degree from an ABET accredited program or related degree and 3 years of related experience required OR Master Degree in Engineering or Business and 2 years of experience required OR PhD in Engineering and 1 year of experience required. What You\'ll DoPerform a wide range of transmission planning and operational studies, including power flow, transient stability, transfer capability, short-circuit, voltage and reactive analysis, harmonics, EMT studies, reliability assessments, and production cost modeling.
Land Project Manager Entitlements - Site Planning PulteGroup IncLand Project Manager Entitlements - Site PlanningOrlando, FLHeadquartered in vibrant Atlanta, Georgia, and operating in over 45 markets nationwide, we're proud to build homes through our trusted family of brands-including Innovative Construction Group, Centex, Pulte Homes, Del Webb, DiVosta Homes, American West, and John Wieland Homes and Neighborhoods, Pulte Mortgage, PGP Title, Pulte Insurance Agency -all united under the PulteGroup name. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc. and through any means other than via our Applicant Tracking System.
Consulting Manager, Asset Investment Planning Black & Veatch Holding CoConsulting Manager, Asset Investment PlanningOrlando, FLRecognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning and Transactions.
Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required Bank of America CorpFinancial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English RequiredFLKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Senior Manager, Finance (Planning and Strategy) Universal OrlandoSenior Manager, Finance (Planning and Strategy)Orlando, FloridaJOB SUMMARY: Provides strategic direction in the finance function at Universal Orlando, specifically ensuring accuracy of financial results (accounting function) and financial reporting submissions to Universal Destination & Experience (UDX) (reporting function). All resumes submitted by search firms to any employee at Universal Orlando via-email, the Internet or in any form and/or method without a valid written Statement of Work in place for this position from Universal Orlando HR/Recruitment will be deemed the sole property of Universal Orlando.
Project Planning Manager Falcon's Beyond Global IncProject Planning ManagerOrlando, FLHaving the knowledge of a variety of vendors, ride systems, and attraction-related data aids in the creation of project program mix, which is a critical role that the Project Planning Manager must play. If you need assistance or an accommodation due to a disability with the job application process, please contact us at 407.909.9350 or via email at careers@falconstreehouse.com and let us know the nature of your request and your contact information.
NewSenior Manager, Finance Planning and Analysis (FP&A) Universal OrlandoSenior Manager, Finance Planning and Analysis (FP&A)Orlando, FloridaAll resumes submitted by search firms to any employee at Universal Orlando via-email, the Internet or in any form and/or method without a valid written Statement of Work in place for this position from Universal Orlando HR/Recruitment will be deemed the sole property of Universal Orlando. Manage UDX strategic initiatives working with UDX executives with forecasting, analytics, and reporting using our BPC system, strategic models, and key financial drivers.
NewSenior Manager, Finance Planning and Analysis (FP&A Universal Parks & ResortsSenior Manager, Finance Planning and Analysis (FP&AOrlando, FLAll resumes submitted by search firms to any employee at Universal Orlando via-email, the Internet or in any form and/or method without a valid written Statement of Work in place for this position from Universal Orlando HR/Recruitment will be deemed the sole property of Universal Orlando. MAJOR RESPONSIBILITIES: Manage UDX strategic initiatives working with UDX executives with forecasting, analytics, and reporting using our BPC system, strategic models, and key financial drivers.
GTM Planning Performance & Modeling Senior Associate Grant Thornton LLPGTM Planning Performance & Modeling Senior AssociateOrlando, FL$96,000–$144,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementAltamonte Springs, FloridaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
energy-utilities-analyst-1898-co-power-systems-planning-electrical-orlando Burns & McDonnellenergy-utilities-analyst-1898-co-power-systems-planning-electrical-orlandoOrlando, FLThe Energy & Utilities Analyst will assist with power system studies that evaluate power plants (both fossil fuel and renewable) and delivery systems (transmission and distribution) and include but are not limited to, power supply planning, due diligence, performance and benchmarking evaluations, site assessments, investment planning, condition assessments, financial cost/benefit evaluations, and renewable development. Supports power system planning and operations analysis, including power flow, transient, stability, short circuit, electromagnetic transients, reliability, and economic dispatch.
Retirement Plan Consultant II - Orange County, FL Corebridge Financial IncRetirement Plan Consultant II - Orange County, FLOrlando, FLCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
Financial Business Analyst III, LTSA, US and Canada Mitsubishi Heavy Industries LtdFinancial Business Analyst III, LTSA, US and CanadaOrlando, FLThis includes maintaining project models, assisting with quarterly project reviews, ensuring accurate percentage-of-completion (POC) calculations, and providing specific reports such as month-end reconciliations, flux analyses, forecasts, MHI reports, and audit schedules. Risk Identification and Analysis: Identify, analyze, and monitor financial and operational risks within the LTSA portfolio, focusing on financial forecasts, cash flow, liability determinations, and other risk metrics.
Material Planning Specialist Mitsubishi Heavy Industries LtdMaterial Planning SpecialistOrlando, FLIn addition, the specialist supports inventory optimization initiatives-including safety stock levels, economic order quantities (EOQ), and cost‑reduction efforts-in collaboration with the sourcing team to improve overall supply chain performance and efficiency. This role works closely with Program Managers, Buyers, Order Fulfillment, and Outage Support teams to proactively communicate material needs, ensure delivery commitments, and support execution of project and operational requirements.
NewFinancial Analyst II Charter Schools USAFinancial Analyst IIOrlando, FLAs a pioneer in the Charter school movement, CSUSA is one of the fastest-growing education management organizations in the United States, providing a wide variety of educational choices to over 82,000 students in more than 150 schools across Florida, South Carolina, North Carolina, and Louisiana. Overview: Charter Schools USA (CSUSA) is one of the largest and highest performing education management companies in the United States, proudly serving over 82,000 students in over 150 schools in four states.
Sr Manager, Workforce Planning (Project Hire) The Walt Disney CoSr Manager, Workforce Planning (Project Hire)Orlando, FLJob CategorySelect a Job CategoryAdministrationAnimation and Visual EffectsArchitecture and DesignAsset ManagementBankingBuilding Construction and FacilitiesBuilding, Construction and FacilitiesBusiness Strategy and DevelopmentCall CenterCommunicationsCreativeCulinaryData Science and AnalyticsDisneyland Resort Casting HourlyEngineeringFinance and AccountingFood and BeverageGaming and InteractiveGovernmental AffairsGraphic DesignHealth ServicesHorticulture and LandscapeHorticulture and LandscapingHotel and ResortsHuman ResourcesLegal and Business AffairsLicensingMaritime and Cruise OperationsMarketing and Digital MediaMerchandisingOperationsProductionProject ManagementPublishingQuality AssuranceResearch and DevelopmentRetail OperationsSalesSciences and Animal ProgramsSecuritySocial ResponsibilitySports and RecreationStage ProductionsSupply Chain ManagementTalentTechnologyTheme Park OperationsWalt Disney World Casting Hourly. PayTransparencyStatement-The-hiring-range-for-this-position-in-Burbank,-CA-is-$168,200.00-to-$205,400.00-per-year-and-in-Orlando,-FL-is-$160,200.00-to-$195,600.00.-The-base-pay-actually-offered-will-take-into-account-internal-equity-and-also-may-vary-depending-on-the-candidate's-geographic-region,-job-related-knowledge,-skills,-and-experience-among-other-factors.-A-bonus-and/or-long-term-incentive-units-may-be-provided-as-part-of-the-compensation-package,-in-addition-to-the-full-range-of-medical,-financial,-and/or-other-benefits,-dependent-on-the-level-and-position-offered." data-geolocation-url="/search-jobs/GetSearchRequestGeoLocation" data-location-geotype="ip2ifnohtml5" data-site-geolocation="true" id="job">.
Retirement Plan Consultant II - Orange County, FL Corebridge FinancialRetirement Plan Consultant II - Orange County, FLOrlando, FloridaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
NewExperienced Estate Planning Attorney TrustCounselExperienced Estate Planning AttorneyOrlando, FL$120,000–$140,000 / yearDraft comprehensive estate and gift tax planning structures, as well as corporate transactions, including preferred partnership freezes, Family Limited Partnerships, ILITs, SLATS, charitable lead annuity trusts, intentionally defective irrevocable trusts, and tax-free reorganizations.– Prepare and file Federal Form 706 for Estate and Generation-Skipping Taxes, coordinate with clients and service providers (CPAs, Financial Advisors, Insurance Providers) to receive supporting documentation, prepare and file extensions where necessary.– Produce trust/fiduciary accountings for Attorney-Trustees, including management of incoming bank statements, identifying and recording income and disbursements in accounting software, and delivering accountings to trust beneficiaries.–
NewFinancial Analyst, Senior AMERICAN SYSTEMSFinancial Analyst, SeniorOrlando, FloridaFull timeThe Finance Manager works with program management, project controls, accounting, contracts, and operational leads to help ensure accurate financial visibility, disciplined cost control, and timely reporting. This position supports budget management, cost tracking, forecasting, variance analysis, and financial reporting in an environment that will include earned value management and Deltek Costpoint.
Service Financial Advisor Foundation Risk Partners CorpService Financial AdvisorWinter Park, FLThis role is ideal for an experienced advisor who excels in relationship management, financial planning, and strategy implementationbut prefers to focus on servicing and advising rather than business development. The Service Financial Advisor will work directly with clients to ensure effective execution of financial strategies, ongoing portfolio management, and a best-in-class client experience.
NewFinancial Analyst United Parks & Resorts IncFinancial AnalystOrlando, FLWorking closely with the finance and strategy teams, this position will be responsible for providing analytical services for park locations and SEA initiatives. What you get to do: The Financial Analyst will assist in performing day-to-day analytical functions across United Parks & Resorts.
NewFinancial Advisor - Kissimmee, FL TD BankFinancial Advisor - Kissimmee, FLKissimmee, FloridaEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewFinancial Advisor Corporate SynergiesFinancial AdvisorWinter Park, FloridaThis role is ideal for an experienced advisor who excels in relationship management, financial planning, and strategy implementation—but prefers to focus on servicing and advising rather than business development. The Service Financial Advisor will work directly with clients to ensure effective execution of financial strategies, ongoing portfolio management, and a best-in-class client experience.
NewFinancial Advisor Trainee (Winter Park, FL) Raymond James Financial IncFinancial Advisor Trainee (Winter Park, FL)Winter Park, FLs66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Financial Advisor Northwestern MutualFinancial AdvisorLake Mary, Florida$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Sr Financial Analyst - Operations Analysis - Orlando Based Red Lobster Hospitality LLCSr Financial Analyst - Operations Analysis - Orlando BasedOrlando, FLThe Senior Financial Analyst - Operations Analysis is responsible for driving improved profitability at the restaurant level by developing proactive solutions, analyzing business impact and aligning action plans in partnership with the Operations Excellence team. ROLES AND RESPONSIBILITES: Partner with Operations Leadership, Finance Leadership, and Restaurant Management teams to forecast and evaluate performance to ensure achievement of financial commitments.
NewClient Service Manager (Non-Qualified Plans) Ascensus LLCClient Service Manager (Non-Qualified Plans)FLProvide calculations and amounts to plan sponsors, communication of fund actions and communicate and consult with clients to answer inquiries, research and resolve issues, provide legal updates, and respond to requests for specialized reports. Administer and maintain; documentation and record keeping, plan statements, and communication of information to client, and assist to modify and enhance plan administration processes within the limits of established policy.
transmission-planning-consultant-1898-co-multiple-locations Burns & McDonnelltransmission-planning-consultant-1898-co-multiple-locationsOrlando, FL$110,000–$400,000 / yearBachelor Degree in Engineering or related degree from an ABET accredited program or related degree and 3 years of related experience required OR Master Degree in Engineering or Business and 2 years of experience required OR PhD in Engineering and 1 year of experience required. Perform a wide range of transmission planning and operational studies, including power flow, transient stability, transfer capability, short-circuit, voltage and reactive analysis, harmonics, EMT studies, reliability assessments, and production cost modeling.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementAltamonte Springs, FLIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewOpen Market Parts Financial Analyst Siemens Energy AGOpen Market Parts Financial AnalystOrlando, FLExcellent analytical, communication, collaboration, and problem-solving skills with the ability to manage multiple priorities, work independently in a fast-paced environment, and effectively communicate financial information to stakeholders at all levels. Partner with Parts & Repairs leadership and cross-functional stakeholders to provide financial guidance, improve operational performance, support strategic initiatives, and communicate financial information to both financial and non-financial audiences.
NewFinancial Analyst Sea WorldFinancial AnalystOrlando, FloridaWorking closely with the finance and strategy teams, this position will be responsible for providing analytical services for park locations and SEA initiatives. The Financial Analyst will assist in performing day-to-day analytical functions across United Parks & Resorts.
Project Manager, Community Planning Toll Brothers IncProject Manager, Community PlanningOrlando, FLToll Brothers, America''s leading builder of luxury homes seeks a Project Manager, Community Planning to join our team in our division located in Orlando, Florida. Manage the community start-up process from the point the land exits due diligence until the community opens for sale; e.g., Community opening workplan, budget, and timeline to meet or exceed underwriting returns.
VP, International Financial Consultant Asia Pacific Region The Charles Schwab CorpVP, International Financial Consultant Asia Pacific RegionFLExtensive knowledge of the intricacy of working with international clients, jurisdictional nuances, tax impacts, foreign regulatory impacts, product availability and the requirements of servicing non-US customers. Expected activities include developing deep relationships with practice clients to reduce attrition risk, encouraging asset consolidation, introducing to advisory services, and building a referral network.
Financial Solutions Advisor - Apopka, FL Bank of America CorpFinancial Solutions Advisor - Apopka, FLApopka, FLResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Orlando Metro Market Bank of America CorpFinancial Solutions Advisor - Orlando Metro MarketAltamonte Springs, FLResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor – Apopka, FL Bank of AmericaFinancial Solutions Advisor – Apopka, FLApopka, FloridaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Analyst (Corporate Overheads) Brambles LtdFinancial Analyst (Corporate Overheads)Orlando, FLYou will play a key role in delivering accurate financial reporting, supporting leadership with data-driven insights, and enhancing processes that enable efficiency and cost optimization. Key Responsibilities May Include: Conduct comprehensive financial analysis, including profitability reviews, variance analysis, and financial modelling, to support business decisions and optimize performance.
Principal Consultant, Integrated System Planning Black & Veatch Holding CoPrincipal Consultant, Integrated System PlanningOrlando, FLYou will be working with Infrastructure Advisory's Strategy, Planning & Optimization Solution Portfolio to deliver a wide range of projects and solutions, including integrated resource plans, resource adequacy and reliability assessments, capacity expansion and production cost modeling, portfolio optimization and asset investment planning, market studies, and other related generation and transmission planning efforts. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Program Enablement, Strategy, Planning & Optimization, and Transactions.
Financial Consultant, Truist Investment Services, Winter Park, FL Truist BankFinancial Consultant, Truist Investment Services, Winter Park, FLWinter Park, FloridaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Sr. Financial Analyst - Direct Bill Strategy & Allocations- # 26-16777 US Tech Solutions, Inc.Sr. Financial Analyst - Direct Bill Strategy & Allocations- # 26-16777Lake Buena Vista, FL$70–$78.57 / hourThis role will be responsible for developing financial models, allocation methodologies, documentation, dashboards, forecasting support, and financial analysis for enterprise vendor contracts, ELAs, AI tools, and other shared technology agreements. This role requires strong financial modeling, allocation, analytical, and communication skills, along with the ability to work across Finance, Vendor Management, Technology, Controllership, Sourcing, and Segment teams.
Financial Consultant, Truist Investment Services, Winter Park, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Winter Park, FLWinter Park, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.