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Banking & Financial Services in Florida

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Category:Banking & Financial Services

Funding Specialist needed! Be the first to join a growing business (Hollywood, FL)65150563232642120

Funding Specialist needed! Be the first to join a growing business (Hollywood, FL)

Summary: Join a rapidly expanding funding company to inform business owners about fast capital availability and facilitate business funding. Highlights: 1. No experience required 2. Free training provided 3. Opportunity to earn commissions A rapidly expanding Florida Funding Company is looking for motivated people who can simply inform business owners that fast capital is available to help grow their business. - No experience required - No licensing required - In office depending on your location, but also remote opportunities & work flexibility available. Once hired and trained Funders contact the business owners to explain the application details and once approved the company can receive the business funding within 24 to 48 hours New funding specialists can receive from $300 to $500 weekly and can receive a commission when the deal closes Why This is a Great Opportunity? ✅ We hire people from different location. (Florida) ✅ Free training ✅ Commissions paid as soon as the next business day ✅ Earn on your own deals + optional team overrides How You Earn? - Commission for the funder per funded deal - Earn company bonuses for completed applications - Funder also can earn a bonus per team funded deal - Each week paid by direct deposit How It Works? 1️⃣ Day one, there is on the job training 2️⃣ Learn basic funding requirements and call center protocol 3️⃣ Offers presented → funding secured 4️⃣ You get paid once the deal is close This is an independent contractor opportunity—not employment. A 1099 and contract. Interested? Let's connect. Send a quick email with your resume to judith@kanfund.com

1224 N 46th Ave, Hollywood, FL 33021, USA

Senior Accountant63848560161281121

Senior Accountant

The Senior Accountant plays a crucial role in supporting the daily, monthly, and annual activities of the finance department. The Sr. Accountant should possess analytical & problem solving skills, be detail oriented, have solid conceptual thinking, and must be able to apply these traits to large datasets. Dane Street’s success relies on individual and team contributions every day. We care for our customers, each other, and Dane Street. It’s the responsibility of all of us to maintain a positive working environment that promotes client satisfaction and results. Requirements MAJOR DUTIES & RESPONSIBILITIES: Complex vendor payment reconciliations, including required explanations to outside parties and resolutions Work with independent contractors to reconcile prepayments made, efforts towards refunds, and applications of payments towards services rendered Assist with month end closing activities: BS reconciliations and corrections Full cycle AP functions: obtaining approval, recording, expense analysis, payment processing, and vendor management Doctor related A/P reconciliation and payment issuance based on terms Reviewing unpaid bills, unapplied credits, and outstanding uncashed checks from prior periods AP email management includes: current invoicing, research on past payments, discrepancies, or open invoices Intra-departmental cross training & support: Full cycle A/R: billing, revenue upload, payment application/deposits, collections Full cycle A/P: recording credit card expenses & corporate payables: coding & uploads, revenue offsetting payables, and issuing payments Other duties & special projects, as assigned and based on business needs. EDUCATION/CREDENTIALS: A Bachelor’s Degree or Master’s Degree in Accounting is required 3-5 years of experience in a professional accounting position JOB RELEVANT EXPERIENCE: Staff/ Senior Accountant or Senior Accountant experience required Experience with large ERP systems (NetSuite, Sage) preferred Healthcare and/or health insurance accounting background preferred JOB RELATED SKILLS/COMPETENCIES: Present exceptional communication skills with a clear understanding of the company's business lines The ability to apply critical thinking, manage time efficiently, and meet specific deadlines Adaptable time management skills to manage multiple simultaneous tasks in order to meet specific deadlines or goals. Identify completion of duties by a sense of urgency Self-paced - goal & deadline oriented Computer literacy & typing skills are essential Strong written & verbal communication skills Self-paced - goal & deadline oriented Work independently in a high volume, fast paced environment Identify completion of duties by a sense of urgency Possesses accounting theory & its application in a business setting Analytical skills to identify and implement resolutions Ethical Positive attitude Inquisitive WORKING CONDITIONS/PHYSICAL DEMANDS: Any lifting, bending, traveling, etc. required to do the job duties listed above. Long periods of sitting and computer work. This job description is subject to change at any time Benefits Join our team at Dane Street and enjoy a comprehensive benefits package designed to support your well-being and peace of mind. We offer a range of benefits including medical, dental, and vision coverage for you and your family. Additionally, we offer voluntary life insurance options for you, your spouse, and your children. We also offer other voluntary benefits which include hospital indemnity, critical illness, accident indemnity, and pet insurance plans. Employees receive basic life insurance, short-term disability, and long-term disability coverage at no cost. Our generous paid time off policy ensures you have time to relax and recharge, while our 401k plan with a company match helps you plan for your future. Apple equipment and a media stipend are provided for remote workspace. ABOUT DANE STREET: A fast-paced, Inc. 500 Company with a high-performance culture, is seeking insightful forward-thinking professionals. We process over 200,000 insurance claims annually for leading national and regional Workers’ Compensation, Disability, Auto, and Group Health Carriers, Third-Party Administrators, Managed Care Organizations, Employers, and Pharmacy Benefit Managers. We provide customized Independent Medical Exams and Peer Review programs that assist our clients in reaching the appropriate medical determination as part of the claims management process.

Palm Beach Gardens, FL, USA

FP&A Analyst63847072038019122

Neon Flux is a next-generation growth strategy and performance marketing partner helping consumer brands scale across digital channels. As we expand, we're seeking a highly analytical, strategic, and entrepreneurial FP&A Analyst to join our Strategy and Finance teams and work directly with our Chief Strategy Officer. This is a high-impact role designed for someone who thrives at the intersection of finance, growth strategy, and storytelling. You’ll help shape the future of our client partnerships and the agency’s internal forecasting by turning numbers into clear, actionable narratives. Key Responsibilities 1. New Client Diligence & Forecasting Evaluate financial and performance data of prospective clients across eCommerce, retail, and DTC channels. Build dynamic financial models to forecast ROI, CAC, LTV, media efficiency, and scale potential. Assist the Sales Team in creating deal proposals to support new client acquisition and close rate. Collaborate with Growth, Creative, and Marketing teams to align assumptions with campaign levers. 2. Ongoing Client Performance Tracking Own and maintain “Budget vs. Actual” tracking models for active clients. Monitor key performance indicators (KPI), paid media spend, revenue targets, and contribution margins. Flag early indicators of underperformance and support the strategy team in recommending course corrections. Analyze seasonal trends, marketing mix effectiveness, and cohort behavior across channels. 3. Internal Agency Forecasting Consolidate client-level forecasts into a master agency revenue and margin model. Partner with the CSO and finance team to track how client budgets impact Modern Agency’s internal P&L. Support capacity planning and hiring roadmap based on client pipeline and budget shifts. Proactively identify risks and opportunities across the client portfolio. Requirements 2–4 years of experience in FP&A, investment banking, management consulting, or strategic finance, with exposure to eCommerce or digital marketing Strong Excel/Google Sheets modeling skills Ability to distill complex financial data into clear, strategic insights for non-financial stakeholders Exceptional attention to detail, but also capable of zooming out and identifying macro-level trends Comfortable working in a fast-paced, remote-first startup environment Familiarity with DTC metrics (CAC, LTV, MER, retention curves, etc.) and ad platform data (Meta, TikTok, Google) Benefits Direct mentorship from agency leadership The opportunity to shape the financial strategy of some of the most exciting consumer brands Competitive salary and performance bonus Entrepreneurial team culture and office environment Exposure to top-tier operators across eCommerce, paid media, and venture-backed growth

Senior Manager, Corporate & Trade Communications63846769785219123

Senior Manager, Corporate & Trade Communications

Celsius, based in Boca Raton, FL, is a global consumer packaged goods company with a proprietary, clinically proven formula for its master brand CELSIUS®, a lifestyle energy drink brand born in fitness and a pioneer in the rapidly growing energy category. Celsius Holdings, Inc. also includes Alani Nu, a premium active nutrition and better-for-you brand, further expanding our reach across the health and wellness space. At Celsius, we pride ourselves in providing our employees with a culture and atmosphere of inclusiveness that challenges individuals to be thought leaders, innovators, and game changers—as every employee is an owner of the CELSIUS® brand upon joining the organization. Ready to energize your career? Join a team that’s pushing boundaries and redefining what it means to LIVE FIT. Position Overview As the Senior Manager, Corporate & Trade Communications, this is your opportunity to strengthen our reputation with industry stakeholders, retail customers, distributors, and the business media. This is a pivotal new role on our growing communications team, reporting to the SVP, Communications, and focused on building Celsius’ corporate reputation and voice across North America. This role is ideal for a strategic communicator who thrives in high-growth environments and wants to help shape how the world sees a category-defining company. We’re looking for someone with a strong sense of ownership, curiosity, and the ability to move fluidly from big-picture strategy to precise execution. You’ll lead and support communications programs that reach business-facing audiences, including beverage and retail trade press, industry analysts, distributor partners, regulatory stakeholders, and media interested in Celsius as a fast-growth public company. This position will play a critical role in cross-functional alignment with Investor Relations, Legal, Sales, Marketing, and Finance, especially during major product, portfolio, or reputational milestones. This is a high-visibility role with direct exposure to senior leadership, external partners, and industry platforms — and an opportunity to grow within a high-performance communications function. In-Office: Based full-time at CELSIUS® Headquarters in Boca Raton, FL People Management Responsibilities: Yes Role Type: Full-Time Requirements Bachelor's degree in Communications, Journalism, Public Relations, or a related field 5–7+ years of experience in corporate, B2B, or trade communications — ideally in CPG, retail, beverage, or related industries Demonstrated success in building media relationships and securing earned coverage in trade/business outlets Strategic planner and executor who can translate business goals into communications objectives with highly correlated strategies to deliver beneficial results Sharp instincts for brand tone, messaging discipline, and balancing multiple stakeholder needs Highly professional, with excellent judgment and discretion when working on sensitive or high-visibility issues Demonstrated ability to use AI and digital tools (e.g., ChatGPT, Claude, Notion AI) to enhance message development, trend analysis, stakeholder engagement, and content efficiency Exceptional writing and editing skills — concise, clear, persuasive Experience leveraging data, research and technology to analyze situations and campaigns and set measurable objectives to demonstrate success Experience working cross-functionally with Sales, IR, Marketing, or Legal teams Proficiency in content planning, media monitoring tools, and internal workflows (e.g., Meltwater, Cision, Monday.com, Teams, ChatGPT, Claude or similar) Responsibilities Develop and execute proactive trade and corporate communications strategies that strengthen Celsius’ business reputation and visibility Build and maintain relationships with key trade and business journalists; prepare spokespeople and manage interviews with professionalism and discretion Lead the development of messaging, Q&As, and communications materials related to business milestones, distribution updates, retail partnerships, and corporate initiatives Act as comms lead for industry-facing events and trade shows (e.g., NACS, BevNET, etc.) Support internal corporate communications and cross-functional alignment in partnership with internal comms and employer branding leads Collaborate with Investor Relations and Finance on external messaging related to earnings, shareholder moments, or investor-facing press Map and manage key external stakeholder relationships — including distributors, retail partners, industry media, and trade influencers — to ensure message consistency and narrative discipline Assist in issue and crisis management planning, stakeholder outreach, and rapid-response media engagement Manage and liaise with external agencies or contractors focused on B2B or corporate communication programs Contribute to executive communication needs as assigned, including speeches, statements, op-eds, or thought leadership Benefits Comprehensive Medical, Dental & Vision benefits Long- and short-term disability Life insurance 10 Vacation days per year, subject to accrual policy 11 Company paid holidays 401(k) with Company match Identity theft and legal services The base salary range for this position is dependent on experience and location. The final offer will be determined based on job-related knowledge, skills, and qualifications. This position may be eligible for other compensation, including bonuses and Restricted Stock Units (subject to company plans). We promptly review all applications. Highly qualified candidates will be contacted for interviews. Colorado Applicants: Applications are accepted on an ongoing basis until the position is filled. CELSIUS Holdings, Inc., celebrates diversity and is committed to creating an inclusive environment for all employees. We provide equal employment opportunities (EEO) to all applicants without regard to race, ethnicity, religion, gender identity, sexual orientation, disability status, or any other characteristic protected by applicable laws. If you require accommodations during the application process, please reach out to careers@celsius.com. The above information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Boca Raton, FL, USA

Managing Director - Credit Risk Review - To 190K - Tampa, FL - Job 3353b63846060634499124

Managing Director - Credit Risk Review - To 190K - Tampa, FL - Job 3353b

Managing Director - Credit Risk Review – To $190K – Tampa, FL – Job # 3353b Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Managing Director - Credit Risk Review role in the Tampa, FL market. This position offers a generous salary of up to $190K and a full benefits package. Managing Director - Credit Risk Review responsibilities include: The primary objective of Credit Risk Review (CRR) is to conduct timely and independent assessments of the banki's credit exposures and credit risk. Results from CRR’s assessments are provided to senior management and Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team providing independent assessments of commercial credit exposures. You may have responsibility of being a Reviewer in Charge. The Reviewer in Charge is responsible for the successful completion of a review engagement, including managing Reviewers, performing credit portfolio analysis, summarizing the results stemming from the review of credit files sampled as part of a review engagement. Your deep understanding of sound Commercial lending and credit risk practices will enable you to provide valuable insights and recommendations to drive effective credit risk management practices. The position requires robust credit knowledge and strong experience related to Commercial credit extension and management. 10-15+ years of Credit Risk/Credit Underwriting preferred. Strong verbal and written communication, in addition to ability to handle difficult conversations, are critical to effectively communicate with stakeholders. Job Description Analyzes file review activities for assigned business segment. Executes file review assessment on complex credit and credit related transactions, and demonstrates understanding of the inherent level and materiality of risk. Serves as an expert resource to the team. Correlates industry, economic, regulatory and other trends in the credit cycle. Provides expert insight and includes findings in the credit review assessment. Analyzes complex credit facility structures and underwriting processes within the context of credit policies. Validates scorecard risk ratings, testing and maintenance activities. Ensures understanding of portfolio issues, trends, and root causes in order to manage credit portfolios effectively. Analyzes output to support decisioning. Analyzes risk in assigned credit portfolios by reviewing relevant reporting and assessing trends. Provides expert analytical insight and assesses the risk organization's sufficiency to identify and manage forward looking risks. Identifies risk concentrations, systemic trends or issues. Completes work papers, issue tracking and follows up on exam findings. Participates in continuous monitoring for assigned portfolios. Independently prepares materials and supporting documentation, and conducts meetings with Line of Business representatives. Effectively communicates Credit Risk Reviews plans and objectives for reviews. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Analytical Thinking, Commercial Real Estate, Competitive Advantages, Consumer Lending, Credit Risk Management, Data Analytics, decision-making, Financial Operations, Portfolio Risk, Risk Appetite Analytical Thinking, Conflict Management, Credit Risk, Effective Communications, Loan Review, Organizational Governance, Regulatory Environment - Financial Services Work Experience Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry-relevant experience is typically 8+ years. Specific certifications are often required. Instead of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered. Education Bachelors The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Sr. Credit Risk Review Analyst - Commercial Lending63846045897603125

Sr. Credit Risk Review Analyst - Commercial Lending

Sr. Credit Risk Review Analyst - Commercial Lending Tampa, FL Join our highly skilled Credit Risk Review (CRR) team as a Senior Credit Risk Review Analyst specializing in Commercial Lending. CRR's primary objective is to provide timely and independent assessments of credit exposures and credit risk, with results reported directly to senior management and the Risk Committee of the Board of Directors. In this hybrid role (3 days in-office, 2 days remote), you'll provide independent, expert assessments of Commercial credit exposures. You may also take on the responsibility of Reviewer in Charge, leading review engagements, managing reviewers, conducting portfolio analysis, and summarizing findings from credit file samples. Your deep understanding of commercial lending and credit risk practices will be crucial in providing valuable insights and recommendations to enhance our credit risk management. Responsibilities Execute Complex Reviews: Independently assess complex credit and credit-related transactions, including facility structures and underwriting processes, leveraging your expert knowledge of credit policies and procedures. Understand inherent risk and the materiality of risk for credit transactions. Validate and Ensure Accuracy: Validate scorecard risk ratings and borrower credit administration. Ensure a thorough understanding of portfolio issues, trends, and root causes to effectively manage credit portfolios. Independent Reporting & Communication: Independently complete work papers, track issues, compile supporting documentation, and follow up on exam findings with business leaders. Act as a Second Level Reviewer and effectively communicate credit risk review objectives, outcomes, and recommendations for issue remediation. Risk Analysis & Monitoring: Analyze risk in assigned credit portfolios by reviewing relevant reports and assessing trends. Provide expert analytical insights, identify risk concentrations, systemic trends, or issues, and participate in continuous monitoring for assigned portfolios. Leadership & Expertise: Oversee file review activities of other reviewers as the Reviewer in Charge for assigned business segment(s). Perform assessments of file review results and findings to determine final ratings and draft review reports. Serve as an expert resource to the team. Market Acumen: Demonstrate an expert understanding of the credit cycle and the impact of economic indicators on key driving metrics. Possess expert knowledge of how and where to leverage industry and economic research tools into the review process. Requirements Qualifications Extensive Credit Expertise: Robust credit knowledge and strong experience in Commercial credit extension and management. Experience with Complex Transactions: 10+ years of Credit Risk or Credit Underwriting experience, specifically with larger, more complex transactions in Commercial, CRE, Corporate Banking, Leveraged Lending, Middle Market, etc. Communication Skills: Strong verbal and written communication skills, with the ability to navigate and handle difficult conversations effectively with stakeholders. Banking Experience: Experience at larger banks (asset size $80B+). Deal Size Exposure: Experience with average deal sizes of $50MM. Underwriting Background: Experience in underwriting for ABL, Business Banking, Corporate Banking/Mid-Market, or Lower Mid-Market commercial segments. Benefits $125,000 to $175,000+ Full benefits package Bonus + Paid Relocation Assistance

$125,000-175,000/year

Commercial Relationship Manager - To 130K - Jacksonville, FL - Job # 324763845359696515126

Commercial Relationship Manager - To 130K - Jacksonville, FL - Job # 3247

The Position Our client is seeking to fill a Commercial Relationship Manager role in the Jacksonville, FL market. The successful candidate will be responsible for creating effective business plans to generate more revenue, increase brand loyalty, and improve customer satisfaction. This position offers an attractive salary of $130K plus bonus and an excellent benefits package. Commercial Relationship Manager responsibilities include: Growing and maintaining a commercial loan portfolio that conforms to the credit quality standards of the bank. Developing relationships with customers and serving as a resource for their banking needs. Working closely with retail bankers to develop client relationships and cross-selling products. Cross-selling of the Bank’s lending, depository, and Treasury Management products to new and existing bank clients. Evaluating loan requests, analyzing financial data, and determining the qualification of collateral and credit history. Developing and maintaining knowledge of internal, regulatory, and commercial guidelines. Formulating, supervising and implementing the annual Commercial and Retail Sales business plans for the division consistent with the goals and objectives of the bank. Ensure that an ongoing evaluation system is in place related to the goals and objectives set forth in the Commercial and Retail Sales business plan. Managing large or complex commercial loans as needed, and counseling loan customers on loan management and beneficial financial strategies. Providing training, motivation, and evaluation to staff in conjunction with the Human Resources Department of the Bank. Managing relationships with business banking clients by providing service and support. Delegating duties and responsibilities consistent with their goals and objectives, allowing achievement of those goals and objectives. Keeping abreast of economic trends, market conditions, and regulatory standards. Proactively assesses how changes may impact the Bank. Representing the Bank in community/economic development activities and initiatives. Ensuring Bank visibility in all aspects of the community. Requirements Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree in Finance, Business, or Economics, preferred. Five or more years of relevant lending experience. Strong business development and credit risk assessment skills. Must have a proven track record in business development. Knowledge of bank regulations pertaining to lending and debt collection. Solid knowledge of relevant PC software applications, such as Word and Excel. Articulate and comfortable in communicating with all levels in a bank organization and with external customers. A successful track record – having a proven performance record as evidenced through solid financial performance, risk management, and success of staff. Benefits This position offers an attractive salary of $130K plus bonus and an excellent benefits package.

Jacksonville, FL, USA

Credit Analyst - To 85K - Ft. Lauderdale, FL - Job # 2708T63844806881025127

Credit Analyst - To 85K - Ft. Lauderdale, FL - Job # 2708T

The Position Our bank client is seeking to fill a Credit Analyst role in the Ft. Lauderdale, FL area. The successful candidate will be responsible for preparing in-house spreadsheets designed to quantify borrowers’ personal, global, and real estate debt service abilities. The position includes a generous salary of up to $85K and an excellent benefits package. (This is not a remote position). Credit Analyst responsibilities include: Analyzing credit data to estimate the degree of risk involved in extending credit or lending money to firms or individuals. Preparing financial statement spreads using Moody’s financial statement analysis software. Preparing narrative analysis of findings and recommendations for lenders. Reviewing of outgoing analysis prepared by the CA I position. May assist, coordinate, and attend loan committee. Other duties assigned. Requirements Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Equivalent to a four-year college degree, or equivalent combination of education and experience. Five or more years of related experience and/or training. 12 to 18 months of related management experience. Ability to write reports, business correspondence, and policy/procedure manuals. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Benefits The position includes a generous salary of up to $85K and an excellent benefits package. (This is not a remote position).

Fort Lauderdale, FL, USA

Life Insurance Specialist/Producer - Adcock Financial Group63844795970307128

Life Insurance Specialist/Producer - Adcock Financial Group

Adcock Financial Group of Tampa, FL, a past winner of Small Business of the Year, is seeking a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an understanding of the life insurance, executive benefits and estate planning industry and hold the proper insurance licenses. This is your chance to join a financial services firm that is focused on forming great relationships with clients, providing great service and offering professional solutions. Adcock Financial Group is a family owned financial services firm that is rapidly expanding and requires this position to help service our current and new clients coming onboard. We are looking for a highly professional, energetic, and organized individual with excellent interpersonal communication skills. The candidate must have the ability to multi-task and prioritize in a fast-paced environment. This position will service an existing book of business and will be charged with developing new business. Cultivate new relationships and a pipeline of prospective clients through networking, prospecting events, referrals, etc. Responsible for conducting insurance reviews for existing relationships on a mature book of over 1K policies. Develop campaigns that result in new insurance contracts (life, DI, LTC, executive benefits, etc.) Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria Work with clients to deliver risk management strategies that fit their risk profiles Answer client calls and service requests in a timely manner Complete, submit and follow up on client applications Identify cross-selling opportunities to other lines of business within the company Report the progress of monthly/quarterly initiatives to stakeholders Maintain CRM database with clients and prospect Create and track personal commission (Excel) Keep up with continuing education and ever changing industry standards Qualifications 2+ years of relevant industry experience Current Florida 2-14/15 Life and Variable annuity license Estate planning and case design experienced preferred Knowledge of Microsoft Office applications Bachelor’s degree in related field preferred Excellent communication and organizational skills The Skills we are hiring for: Strong customer service skills on the phone and face-to-face Passion for people, developing relationships and building your network Goal-oriented with a focus on achieving sales success Excellent time management and organizational skills Benefits Competitive compensation based on experience and ability to contribute to the firm Salary + Commission structure 401(k) match with Safe Harbor Profit Sharing Plan Paid Time Off All major holidays off Employer paid Health, Dental and AD&D Insurance Group voluntary Vision, Life and Disability Insurance

Valuations - Analyst / Associate63393510499587129

Valuations - Analyst / Associate

Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce. Arena specializes in off-the-run, stressed, distressed, illiquid and esoteric special situation transactions through originations and acquisitions of asset-oriented investments across a wide array of asset types (including but not limited to private direct corporate credit, commercial real estate bridge lending, and commercial and consumer assets). Quaestor Advisors (“Quaestor”), is an affiliated Special Servicer, which provides mid and back-office services, including asset management, to Arena Investors and external clients. Quaestor is looking to expand the Valuations team, through the addition of a Valuations Analyst / Associate. In this role, the successful candidate will work under the SVP of Valuations. Responsibilities: Work on complex financial instrument valuation engagements, including valuations of equity, debt, derivatives, structured financial products, contingent considerations and hybrid securities for financial reporting and transactions. Review third-party business valuations for closely-held companies, publicly-traded companies, and private equity for financial reporting purposes (ASC 946, ASC 820, ASC 815, ASC 718 / IRC 409A, swaps, etc.), and strategic planning purposes Strong understanding of DCF, binomial, and option pricing modelling techniques. Demonstrate general knowledge in business valuation analyses using DCF, publicly-traded guideline company method, and comparative M&A transactions method. Perform market, industry, and economic research and analyses Review and summarize financial, corporate, and legal agreements and other documents Write narrative valuation reports and memorandums Explore and learn about the valuation issues in different industries for operating businesses, renewable energy systems and fractional interests in real estate Maintain active communication with supervisors throughout engagements and begin to develop client relationships Requirements Bachelor’s degree in Finance, Applied Mathematics, or other quantitative finance major, or Economics with a strong interest in pursuing professional designation; Master’s degree is a plus. Experience with valuing and reviewing debt and complex financial instruments/derivatives (swaps, contingent consideration, convertible debt, etc.) and related methodologies/ models/ software (Monte Carlo simulation, Binomial Models, Thomson Reuters or Bloomberg). 3-5 years valuation experience with a Big 4 or Top 20 public accounting and advisory firm. Demonstrated experience in both performing valuations and reviewing common stock, debt and derivative valuations, etc. Experience working with Capital IQ. Highly Proficient in Microsoft Office, especially Excel and Word Good understanding of the accounting standards related to financial instruments and valuations is a plus. Ability to work on multiple engagements simultaneously with competing priorities in a rapidly growing, fast-paced, interactive, results-based environment Excellent written, interpersonal, and presentation skills Python programming/coding is a plus Individuals on the path to obtaining the CFA qualification is a plus. Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Free Food & Snacks Wellness Resources

Jacksonville, FL, USA

BSA/AML Compliance Officer - To 90K - Tampa, FL - Job 3253633934993123851210

BSA/AML Compliance Officer - To 90K - Tampa, FL - Job 3253

BSA/AML Compliance Officer – To $90K – Tampa, FL – Job # 3253 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our client is seeking to fill a BSA/AML Compliance Officer role in the greater Tampa, FL market. The successful candidate will be responsible for the implementation and management of effective Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) compliance programs for the bank ensuring compliance with all applicable regulations. The position offers a generous salary of up to $90K and a full benefits package. (This is not a remote position.) BSA /AML Compliance Officer responsibilities include: Leading and growing the BSA function at the bank. Assisting in growing and developing the Compliance Office with direct attention to the BSA, Security, and Internal Audit procedures and policies – including but not limited to the audit of loan files, security, and cash. Completing the BSA / AML Audits and addressing any related follow-up items. Serving as an internal auditor. Including, but not limited to, assessing operational risk at the branch level, cash counts, second reviews for new accounts, secondary post-closing reviews, etc. Providing follow-up and documentation for exception reporting. Maintaining a current thorough understanding of money laundering and terrorist financing issues, including policies, procedures, regulations, industry best practices, criminal activities and developing trends. Developing and delivering staff with BSA/AML/OFAC training. Identifying weaknesses in practice and procedure and recommending solutions that increase the level of compliance without unnecessarily burdening the business unit. Providing compliance assistance and information to all departments/functional units within the Bank. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s Degree or equivalent experience. Two or more years of prior experience in regulatory matters is required. BSA/AML certifications are preferred. Familiarity with the Fiserv core system and reports is desirable. Working knowledge of Federal and State Anti-Money Laundering compliance statutes and regulations. Ability to read and interpret statutes and regulations. Ability to communicate effectively verbally and in writing. Proficiency in all programs within Microsoft Office. Ability to relate to individuals at all levels within the organization as well as with regulatory agencies and external contacts. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Assistant Vice President (ISDA Rates Documentation )634999755485451211

Assistant Vice President (ISDA Rates Documentation )

ISDA Rates Documentation - Assistant Vice President Tampa FL (4 days onsite, 1 day remote) 95-125K + Bonus + Paid Relocation We're looking for an Assistant Vice President (AVP) to join our Documentation team, focusing on Over-the-Counter (OTC) Interest Rate and Credit Derivatives. In this role, you'll be instrumental in ensuring the accurate and timely processing and maintenance of all relevant documentation, adhering strictly to departmental procedures. Key Responsibilities As an ISDA Rates Documentation AVP, you'll: Draft & Review Confirmations: Prepare and review ISDA paper confirmations for Interest Rate products. Process Electronic Confirmations: Process and review electronic confirmations via Markitwire for Interest Rate products and TradeServ for Credit Derivatives. Ensure Compliance: Verify all documentation aligns with ISDA standards and market best practices. Resolve Issues: Collaborate with counterparties, Front Office, and Legal to resolve any confirmation discrepancies. Track & Report: Maintain meticulous records of outstanding confirmations and report findings to management. Handle Inquiries: Respond to internal and external inquiries promptly and professionally. Cross-Functional Collaboration: Understand and effectively interface with other units as needed. Support & Projects: Assist the team with ad-hoc requests and project-related tasks. System Enhancements: Participate in user acceptance testing (UAT) for system upgrades, database conversions, and new system introductions. Team Development: Provide training to other team members when necessary. Requirements Qualifications Education: Bachelor's Degree required. Experience: 5-7 years of Interest Rate Documentation experience within a banking or investment banking environment. ISDA Expertise: Proficiency with ISDA Interest Rate Derivatives Definitions is essential. Technical Skills: Proficient in Microsoft Excel and Word. Core Competencies: High degree of accuracy and meticulous attention to detail. Exceptional time management and ability to prioritize multiple responsibilities effectively. Strong organizational skills. Excellent verbal and written communication skills. Robust analytical and problem-solving abilities. Adaptability to change and comfort working in a deadline-driven environment. Ability to work both independently and collaboratively within a team. Benefits Health and wellness benefits Retirement plans Educational assistance and training programs Income replacement for qualified employees with disabilities Paid maternity and parental bonding leave Paid vacation, sick days, and holidays

$95,000-125,000/year

Sr. Compliance Officer - To 100K - Boca Raton, FL - Job 3122633934799840011212

Sr. Compliance Officer - To 100K - Boca Raton, FL - Job 3122

Sr. Compliance Officer – To $100K – Boca Raton, FL – Job # 3122 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.The Position Our bank client is seeking to fill a Sr. Bank Compliance Officer role in the greater Boca Raton, FL area. This role will be responsible for performing quality control reviews, including analyzing and reporting on all Bank regulations across all business lines to identify regulatory compliance weaknesses. They will also ensure that the Bank’s products and operations meet all applicable state, federal, and other regulatory requirements.The position includes a generous salary of up to $100K and an excellent benefits package. (This is not a remote position).Bank Compliance Officer responsibilities include: Implementing and maintaining all compliance policies and procedures for the bank. CRCM and/or CAMS designation is required. Working with bank personnel to ensure regulatory requirements are met for existing and proposed bank products and services. Assisting in the development of disclosures and procedures that meet regulatory requirements for new products and services. Developing, maintaining, and delivering training modules and working with business units to ensure appropriate regulatory training is conducted for all bank personnel. Serving as the point person for any customer complaints/inquiries that relate to compliance. Coordinating internal audit and regulatory exams, and serving as the liaison between examiners and bank personnel. Ensuring internal audit exams, and preparing bank to pass regulatory exams. Acting as a resource to bank personnel for compliance issues that relate to the bank’s activity including lending, deposits, marketing, and other matters. Chairing the bank’s compliance committee and maintaining records of the meetings. Maintaining and updating knowledge regarding bank regulatory matters. Able to take on other duties as needed. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.You also bring the following skills and experience: College Degree or equivalent work experience. Four or more years experience in legal/regulatory compliance of banking laws and regulations or related experience. Ability to identify and define problems; research and analyze information and various situations relating to data management issues. Ability to recommend alternatives or solutions. Demonstrated good verbal and written communication skills. Ability to discuss and offer alternatives or solutions to deposit compliance issues with any level of staff. General knowledge of accounting principles. This position requires the use of a personal computer and other standard office equipment. Working knowledge of complex database systems required. The next step is yours. Email us your current resume along with the position you are considering to:resumes@symicorgroup.com

Boca Raton, FL, USA

Acquisitions Analyst634999665937931213

Acquisitions Analyst

Title: Acquisitions Analyst Location: Boca Raton, FL About Kayne Anderson: Kayne Anderson Real Estate is a leading real estate investment firm, managing approximately $17 billion in assets (as of 1/1/2025) across opportunistic equity, core equity, and real estate debt, with sector expertise in medical office, seniors housing, off-campus student housing, multifamily housing, and self-storage. Kayne Anderson Real Estate is part of Kayne Anderson, a $37 billion alternative investment management firm with more than 40 years of experience in the real estate, credit, infrastructure, and energy sectors. With more than 110 professionals, Kayne Anderson Real Estate has consistently demonstrated its ability to bring more to an opportunity than equity capital, enhancing a project’s overall performance and quality by incorporating best practices and effective alternatives in the design, construction, documentation, financing, and operation of investments. The firm’s entrepreneurial spirit and resilient culture, combined with a reputation for quick response, firm commitment, and timely execution, has solidified Kayne Anderson Real Estate’s reputation and resulted in strong relationships with developers, owners, operators, financing sources, and other intermediaries. Position Overview: Kayne Anderson Real Estate is looking to recruit an Analyst level investment professional to work within the acquisitions and investment management team in underwriting, structuring, and modeling prospective acquisitions, developments, asset management, and dispositions. The role will work on assignments across all the firm’s verticals. The Analyst will be exposed to a high volume of underwritings and transactions. They will be required to come into the position with a strong real estate underwriting skill set. The high volume of underwriting and transactions will provide an exceptional opportunity for them to learn and expand their capabilities quickly. The most successful candidate will be a strong self-starter, have passion for their work, work tactfully to integrate themselves into the overall group, and will always be looking for an opportunity to learn from the team while actively progressing their assignments. The position will afford the successful candidate to learn through direct exposure to multiple asset classes and collaboration with all the business functions involved in a vertically integrated real estate operation while developing a broad range of financial modeling, analytical, and presentation skills. Furthermore, the Analyst will work directly with the senior members of each vertical and interact with partners and outside parties. Requirements General Position Responsibilities: Perform underwriting and financial modeling for acquisitions, developments, asset management, and dispositions, including discounted cash flows, monthly operating projections, joint venture structures and waterfalls, multi-layer financing, sensitivity analyses, and modification of existing models to accommodate unique deal-by-deal requirements. Research market data and other resources to support underwriting assumptions. Prepare Investment Committee Memorandums. Manage due diligence process, including third party reports, market studies, site visits, etc. Coordinate and facilitate the effective closing of a transaction by communicating with partners, maintaining internal checklists, tracking outstanding issues, and assisting other internal departments (including legal, capital markets, and construction). Support verticals with refinancing, disposition, and recapitalization efforts. Engage, with support of Directors/Managing Directors, with broker community to understand climate of specific verticals & track sales data. Compile, analyze, and develop an interpretation on the status of real estate markets across the country. This includes a detailed analysis of competitive properties, sales valuations, supply and demand fundamentals, and demographics. Requirements: Bachelor's Degree in Finance, Real Estate, Economics or similar business-related field, or equivalent experience/education preferred 2-4 years related financial experience with exceptional analytical skills and a strong understanding of financial concepts Clear written and verbal communication skills High proficiency in Excel, Word, PowerPoint, and other MS Office programs Prior experience or willingness to learn Argus and 3rd party research databases such as Axiometrics, CoStar, RCA, Capital IQ, and Green Street Advisors Masters Degree in Real Estate or Finance preferred This position will be based in the firm’s Boca Raton, Florida office Benefits Competitive medical, dental, and vision insurance Flexible spending accounts (dependent care, healthcare, limited purpose FSA) Accident and Critical Illness insurance Long Term Disability insurance Competitive 401(k) benefits Pet healthcare savings program Member’s Only Healthcare - healthcare navigation WellHub - corporate wellness platform $10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy) Rocket Lawyer legal benefits Reimbursement of professional society memberships and exam fees Up to $10,000 matching annually for contributions to qualified non-for-profit organizations Parental leave Employment with the company is contingent on the applicant being able to provide proof of eligibility to work in the United States at the time of hire. Equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Boca Raton, FL, USA

Credit Derivatives Analyst634997846932491214

Credit Derivatives Analyst

OTC Interest Rate and Credit Derivatives Analyst Tampa FL or Tempe, AZ (4 days onsite, 1 day remote) 95-125K + Bonus + Paid Relocation OTC Interest Rate and Credit Derivatives Analyst ensures all relevant processing and maintenance functions are completed accurately within prescribed timeframes and in accordance with established departmental procedures. Responsibilities: Draft and review ISDA paper confirmations for Interest Rate products. Process/review Markitwire (electronic) confirmations for Interest Rate products. Process/review TradeServ (electronic) confirmations for Credit Derivatives. Ensure all documentation complies with ISDA and market practice. Interact with Counterparty, Front Office and Legal as needed to resolve confirmation issues. Ensure the tracking of outstanding confirmations is recorded and reported to management. Respond to internal and external inquiries timely and with professionalism. Understand the roles and responsibilities of other units we deal with and effectively interface with those units when required. Work with the team and assist with ad-hoc requests and project related tasks. Participate in user acceptance testing for systems upgrades, database conversions and introduction of new systems. Provide training to other team members as needed. Requirements Qualifications: Proficiency of ISDA Interest Rate Derivatives Definitions. 5-7 years of Interest Rate Documentation experience within a banking/investment banking environment. High degree of accuracy and attention to detail; must be able to effectively manage time and prioritize multiple responsibilities; strong organizational and communication skills (both verbal and written); proficient at Microsoft Excel and Word; strong analytical and problem-solving skills; ability to quickly adapt to change and work in a deadline-oriented environment; ability to work independently and as part of a team. Bachelor’s Degree required. Benefits Health and wellness benefits Retirement plans Educational assistance and training programs Income replacement for qualified employees with disabilities Paid maternity and parental bonding leave Paid vacation, sick days, and holidays

Member Engagement Specialist634998205120011215

Member Engagement Specialist

Company Overview: At Wider Circle, we connect neighbors for better health. Wider Circle’s groundbreaking Connect For Life(R) program brings communities and healthcare together in-person and on-line for health, wellness, and social activities that improve mental and physical health. We create webs of community circles by employing local and culturally competent engagement specialists whose hands-on approach is informed by a sophisticated analytics platform. We are on a mission to make the world a better place for older adults and disadvantaged communities. Job Overview: Wider Circle is seeking a passionate and dedicated Member Engagement Lead to play a vital role in our groundbreaking program, which connects neighbors for better health outcomes. The successful candidate will radiate confidence and empathy, establish trust with our members, and skillfully switch between one-on-one and group interactions. They will tirelessly utilize any means necessary to connect and engage with members, including in-person/virtual group events, home visits, and telephone outreach. As a Member Engagement Lead, they will be seen as a mentor to others in the organization, supporting and leading peer groups as needed. Join us in our battle against healthcare inequity. Responsibilities Build relationships with individuals and communities to promote health and wellness. Conduct community-based outreach and education on healthcare services, disease prevention, and healthy lifestyles. Advocate for member and community needs within healthcare systems and social services. Establish partnerships with community-based organizations to broaden the range of support services available to our members. Provide culturally appropriate health education on topics such as nutrition, chronic disease management, mental health, and preventative care. Support individuals in understanding and navigating the healthcare system. Organize workshops and informational sessions on healthcare topics. Assist individuals in accessing medical care, insurance programs, and social services. Help members close care gaps by scheduling appointments and reminders, assisting with paperwork, and understanding their treatment plans. Identify barriers to healthcare (SDoH) and provide resources. Connect individuals with social services, such as housing, food assistance, and employment support. Document interactions in Wider Circle’s digital systems in a timely manner. Support Area Manager by assisting Specialists in their role, which can include training, shadowing or providing support to associates in need of assistance. Ability to support membership and meet required standards with little supervision. As needed, conduct in-home visits to meet with members that you are unable to reach to review their needs and discuss their access to care and/or close care gaps. Physical Demands Safely and consistently drive to public places up to 30 miles away from your home. Frequently carry up to 30 pounds of supplies. Comfortably stand and speak publicly, projecting your voice in indoor and outdoor spaces. Sit, stand, and walk routinely during events to interact effectively with members. Ability to sit for extended periods while conducting member outreach by phone. See and hear well enough to interact with members in-person or by phone and respond to member questions. Use a computer to view, enter, and update information in different systems. Effectively communicate with members in-person or virtually. Requirements A strong passion for helping and serving others. Outgoing personality and unwavering, positive attitude, with the ability to engage with others in-person and via phone or video conferencing. A genuine interest in working with Medicare/DSNP/Medicaid populations and a commitment to building strong, supportive relationships. Strong verbal and written communication skills to effectively engage with diverse community members. Proactive approach to outreach, with the ability to take lead on community engagement initiatives. Adaptability to a dynamic work environment and a willingness to learn and grow in the role. You have experience working in a remote environment and excel at working autonomously. You have flexible availability (outside of business hours) and reliable transportation when necessary. 3-5 years relevant experience. Preferred Requirements Associate or Bachelor Degree 3+ years of relevant community outreach, facilitation, or volunteer experience. Healthcare experience. Care Management experience. Experience leading and supporting peers as needed. Benefits Compensation As a venture-backed company, Wider Circle offers competitive compensation including: Performance-based incentive bonuses Opportunity to grow with the company Comprehensive health coverage including medical, dental, and vision 401(k) Plan Paid Time Off Employee Assistance Program Health Care FSA Dependent Care FSA Health Savings Account Voluntary Disability Benefits Basic Life and AD&D Insurance Adoption Assistance Program Training and Development Starting salary: $18.25-$19.25 And most importantly, an opportunity to LOVE, LEARN, and GROW with us! Wider Circle is proud to be an equal-opportunity employer that does not tolerate discrimination or harassment of any kind. Our commitment to Diversity & Inclusion supports our ability to build diverse teams and develop inclusive work environments. We believe in empowering people and valuing their differences. We are committed to equal employment opportunity without consideration of race, color, religion, ethnicity, citizenship, political activity or affiliation, marital status, age, national origin, ancestry, disability, veteran status, sexual orientation, gender identity, gender expression, sex or gender, or any other basis protected by law.

Palm Coast, FL, USA

Sr. Compliance & BSA Officer - To 110K - Jacksonville, FL - Job 3389633920414784031216

Sr. Compliance & BSA Officer - To 110K - Jacksonville, FL - Job 3389

Sr. Compliance & BSA Officer – To $110K – Jacksonville, FL – Job # 3389 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our client is seeking to fill a Sr. Compliance & BSA Officer role in the Jacksonville, FL area. This role will be responsible for administration of the Bank’s regulatory compliance function. This position comes with a generous salary of up to $110K and full benefits package. (This is not a remote position). Sr. Compliance & BSA Officer responsibilities include: Responsible for administration of the regulatory compliance functions for the Bank. ∙ Serves in the capacity of Bank Secrecy (BSA)/Money Laundering Act (AML) Officer and Fair & Accurate Credit Transaction Act (FACT Act) Officer. Responsible for informing senior management of laws and regulations related to Bank compliance. Responsible for the development of the Bank’s compliance program. Draft and implement compliance policies and procedures. Ensure training is in place for staff based on job functionality in regard to compliance matters. Assist in investigations of suspicious or fraudulent transactions. Responsible for submission of annual HMDA lending reports. Review marketing material and advertisements to ensure compliance with regulations. Establish and monitor a schedule of compliance reviews. Prepare for regulatory compliance examinations and serve as the Bank’s contact during examinations and/or audits. Provide a high level of service; and ensure compliance with Bank policies and procedures. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Minimum of 10 years’ experience in bank compliance. Bachelor’s degree and/or equivalent experience. CRCM or CAMS is preferred. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Jacksonville, FL, USA

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