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The Financial Planning & Analysis Manager is responsible for providing financial insights and analysis to support fintech business decision-making and ultimately strategic planning. Join Fintech in Tampa as a Financial Planning & Analysis Manager.
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If you are 'stuck' in your current financial sales position and feel that service requirements are hindering your ability to develop in sales, you're in the right place! Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations.
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However, if you bring skills in leadership, public speaking, customer service, sales, banking, accounting, or entrepreneurship, you'll find your path to success even smoother. Your Role: Empowering Financial Futures.
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Possess the fundamental accounting knowledge to generate financial statements and make adjusting journal entries for the ultimate preparation of sales and use tax returns. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States.
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Oversee the daily process of securities trades: confirm, verify, and prepare security transactions (purchases, sales, repo, collateral) and process in the corresponding custody or clearing systems for settlement.
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Symmetry Financial Group is looking for a remote sales representative to join our team nationwide. Symmetry Financial Group benefits include one year of a paid for life insurance policy up to $400,000, discounted prescription medication, and health insurance.
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Sound knowledge of actuarial techniques and standards, as well as other business operations including financial, underwriting, legal, statistics, claims, sales, etc. Everspan is looking for an actuarial analyst to help advance the pricing of existing P&C programs across a variety of market segments.
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Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.
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MyChange: Equips KFC restaurant employees with a $5,000 emergency fund, a habit of saving and greater financial know-how. The bonus payout is calculated each period based on the restaurant sales, profitability, and voice of the customer metrics.
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As the industry leader, ADT equips you with specialized training and the tech you need to meet your financial goals. As the #1 smart home security provider in the U.S., we help protect and connect families, businesses and larger commercial customer every day.
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The Senior Financial Analyst will be the financial lead responsible for coordinating robust pricing strategies for their assigned sales channel within the retail side of our business.
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This includes marketing strategy and tactics, sales techniques, and sales administrative systems. A&B Insurance and Financial is looking for a dedicated and motivated Small Group, Producer to cultivate, grow, and maintain new small group business within our local Florida market.
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This individual will be tasked to identify and sell Building Automation and HVAC solutions that can help the client achieve their environmental, operational, and financial goals. The Owner Direct Sales Account Manager will primarily be focused on seeking new owner-direct customers for service work and preventative maintenance contracts.
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Partners with Contract Manager and Compliance Officer to manage process for timely and accurate regulatory reporting (non-financial) and updates to the Agency for Health Care Administration (AHCA.
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Assist in developing integration between RSM technology platforms, including but not limited to treasury workstations (Bill.com, Tallie Emborse, Kyriba), portfolio monitoring and reporting (Workiva), business intelligence (Power BI), reconciliation and financial close (Blackline), PartnerSight (tax), and others as deemed applicable.
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financial sales jobs in Tampa, FL
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