Palm Beach Banking & Financial Services Job Listings

Workable

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

Senior Manager, Corporate & Trade Communications63846769785219121

Workable

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

Sr. Compliance Officer - To 100K - Boca Raton, FL - Job 312263393479984001122

Workable

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

$100,000/year

Workable

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