Non-Financial Risk Management Senior Manager
Posted 2 days ago
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We are:
Finance Risk & Compliance, and we give finance execs the sounding board they need. Value isn't just about maintenance. It's about zeroing in on smart, sustainable ways to grow, and finding the right tools to keep everything on track. We've got the deep industry experience, the functional insights, the data power, and the digital tech leadership to help our clients make important changes. Whether we're breaking down meaningful analytics, designing the perfect finance platforms, or building from current risk and compliance models to get ready for the future, we solve our clients' toughest problems. Simplify Compliance and Improve Risk Management | Accenture ( are:
An expert decision-maker and a clear communicator. You're always looking for better and more efficient ways to manage risk. When you say its time to bring in new solutions or change the way things are done, clients listen. They know you'll walk them through the process - in person and on paper. Everyone's happy, because they have the right tools to stay compliant and new ways to create value.
The work:
+ Assess risk and develop mitigation strategies for top-tier financial services organizations and across other key industries
+ Support and share knowledge with project teams and use analytics to find new ways of working that put people and process first
+ Manage project teams, deliverables and budgets across workflows
+ Attract new business by creating thoughtful proposals and building strong client relationships
+ Show clients where and how to benefit from a more flexible workforce
+ Use design-led thinking to improve customer experience
+ Help grow the practice by championing Accenture initiatives and products
+ Stay on top of how new regulations and technologies affect our clients' businesses - and ours
Travel:
As needed per client requirements
Here's what you need:
+ 7 years' experience in risk, regulatory, compliance and attestation consulting at a competitive firm in a similar oversight role.
+ 5 years' experience in N on-Financial Risks including Technology, Third Party, Resiliency, Enterprise Risk or Operational Risk
+ Experience developing and advising on risk operating models, data strategy, business and IT risk frameworks and compliance standards
+ Experience with IT and business industry-specific regulations and the mapping of those across the regulation, policy, risk, control and issue spectrum
+ Experience integrating with Cybersecurity teams; mainly engaging at a broader risk lens
+ Knowledge of key operational risk processes and corresponding automation including Integrated Risk and Business Intelligence platforms
+ Significant experience in originating and seeing opportunities through the sales cycle; along with working side-by-side with account leadership providing direction and advisement
+ Experience leading large engagement teams and people development
+ Bachelor's degree
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. ( Location Annual Salary Range
California $132,500 to $02,400
Colorado 132,500 to 261,300
District of Columbia 141,100 to 278,200
Illinois 122,700 to 261,300
Minnesota 132,500 to 261,300
Maryland 132,500 to 261,300
New York/New Jersey 122,700 to 302,400
Washington 141,100 to 278,200
#LI-NA-FY25
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here ( Employment Opportunity Statement
Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.
Accenture is committed to providing veteran employment opportunities to our service men and women.
For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement ( .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at 1 ( , send us an email ( or speak with your recruiter.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
Financial Planning Consultant II
Posted 2 days ago
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Job Description
**Job Summary**
Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to consult with Financial Advisors (FAs) and their clients regarding overall financial planning issues which may include social security rules & strategies, income tax consulting, retirement planning, equity compensation planning, qualified retirement plans, risk management, estate planning and education funding. Leads defined work or projects of broad scope and complexity. Resolves or recommends solutions to complex problems. Extensive contact with internal and external customers to provide detailed financial planning consultative services.
**Essential Duties and Responsibilities**
+ Responds to FA questions by telephone, email and occasional personal visits.
+ Consults with FAs and their clients/prospects related to designing a tailored financial analysis or comprehensive plan that meets the client's/prospect's short and long-term financial needs and goals.
+ Analyzes certain aspects and/or the entire financial circumstances of a client/prospect.
+ Responds to income tax inquiries without providing tax advice.
+ Evaluates overall individual and employer-based retirement needs, researches various options, and provides planning alternatives.
+ Use retirement planning software to help advisors evaluate retirement goals and needs of client.
+ Provides guidance on estate planning options and techniques.
+ Responds to and directs education funding questions including 529 plans.
+ Discuss Social Security rules and claiming strategies.
+ Discuss beneficiary IRA rules and techniques around tax minimization.
+ Conducts research as needed related to assigned client cases, including but not limited to specific income tax questions and other legal issues.
+ Creates planning alternatives using proprietary and third party software packages and provides comprehensive technical support to users of the software.
+ Designs and prepares presentations that clearly communicate the recommendations and alternatives related to the client's financial analysis and comprehensive plan design.
+ Occasionally participates in the client presentations (primarily over the phone, however sometimes in person); as requested by the FA.
+ Creates presentations and is an instructor in various training programs attended by FAs.
+ May represent the department in home office meetings, such as By Invitation Only (BIO) and home office visits (HOVs), and at RJ conferences.
+ Writes articles on financial, income tax, retirement, risk management and estate planning topics.
+ Develops marketing materials.
+ Performs other duties and responsibilities as assigned.
**Knowledge of**
+ Financial planning principles as they relate to tax, retirement, and estate planning, equity compensation, the financial markets, and current legislation that may impact these planning areas.
+ Advanced concepts and ability to focus on individual topics as part of a broader financial plan.
**Skill in**
+ Operating standard office equipment and using required software applications to produce presentations, correspondence, electronic communication and maintain spreadsheets and databases.
+ Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
+ Detailed orientation to ensure quality standards are met without impairing workflow.
+ Following-up to ensure resolution and completion of tasks.
**Ability to**
+ Use oral and written communication skills to interact effectively with and guide Financial Advisors and their clients on various planning options.
+ Incorporate the financial needs and goals of a client into a succinct, professional presentation outlining their options.
+ Read and interpret technical and legal documents, and apply the information as appropriate.
+ Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
+ Provide a high level of customer service in a calm, courteous and professional manner.
+ Establish and maintain effective working relationships at all levels of the organization.
+ Work independently as well as collaboratively within a team environment.
**Education/Previous Experience**
+ Bachelor's degree (B.A.) from four-year college or university in related field and three (3) to five (5) years experience in the financial, tax, retirement and estate planning field or in marketing these services.
+ OR ~
+ Any equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications**
+ SIE required provided that an exemption or grandfathering cannot be applied.
+ Series 7 or ability to obtain within two (2) years.
+ Certified Financial Planner (CFP) designation or ability to obtain within one (1) years.
**Education**
Bachelor's, Bachelor's: Business Administration, Bachelor's: Finance
**Work Experience**
General Experience - 3 to 6 years
**Certifications**
**Travel**
Less than 25%
**Workstyle**
Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-JM1
Financial Services - Wealth and Asset Management - Tax Manager
Posted 2 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
As a manager in our Wealth & Asset Management practice, you will be responsible for managing and coordinating tax compliance and advisory work for clients. You would work on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will manage tax compliance accounts for hedge funds and or private equity funds. You will review extensive securities analysis, make appropriate tax adjustments, and provide sign-off for the production and delivery of K-1's and partnership tax returns. You will be responsible for reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations.
**Skills and attributes for success**
+ Solid technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down
+ The ability to teach or assist in firm in - house trainings
+ Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
+ Build impactful relationships with new and existing clients and maintain relationship with firm leadership
+ Create a positive and trusting environment where team members know each other and feel a part of their team
+ Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager - and consult when necessary
**To qualify for the role you must have**
+ A Bachelor's degree and a minimum of 5 years of related work experience; or an advanced degree in tax or law and a minimum of 4 years of related work experience
+ CPA license or a licensed Attorney is required or the ability to achieve either within a one year from hire date
+ A minimum of 5 years of relevant tax experience or equivalent experience in the financial services industry
+ Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Ideally, you'll also have
+ Excellent managerial, leadership, organizational, and verbal/written communication skills
+ Demonstrated skills in mentoring and training others
**What we look for**
Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $115,000 to $10,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 138,000 to 239,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law?
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Financial Services - Wealth and Asset Management - Tax Senior
Posted 2 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
As a senior in our Wealth & Asset Management practice, you will be responsible for tax compliance and advisory work for clients. You would work with Managers through Partners on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds.
**Skills and attributes for success**
+ Solid technical knowledge in the asset management tax area
+ Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
+ Build impactful relationships with new and existing clients and maintain relationship with firm leadership
+ Create a positive and trusting environment where team members know each other and feel a part of their team
+ Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager ' and consult when necessary
+ Managing multiple work assignments and deadlines
**To qualify for the role you must have**
+ A Bachelor's degree and a minimum of 3 years of related work experience; or an advanced degree in tax or law and a minimum of 2 years of related work experience
+ CPA license or a licensed Attorney is required or the ability to achieve one of these certifications
+ A minimum of 2 years of relevant tax experience or equivalent experience in the financial services industry
+ Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
+ Broad exposure to federal income taxation and exposure to state and local tax
**Ideally, you'll also have**
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Demonstrated skills in the asset management tax area
+ A thorough understanding of building client relationships
**What we look for**
Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $81,500 to $34,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 97,800 to 153,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law?
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Sr. Analyst, Financial Planning & Analysis
Posted today
Job Viewed
Job Description
Coca-Cola Beverages Florida, LLC (Coke Florida) is a family-owned independent Coca-Cola bottler that is the third largest privately-held and the sixth largest independent Coca-Cola bottler in the United States. Coke Florida sells, markets, manufactures and distributes over 600 products of The Coca-Cola Company and other partner companies including Monster Beverage Corporation and BODYARMOR. In 2025, for the 4th year in a row, Coke Florida was named as a US Best Managed Company by Deloitte Private and The Wall Street Journal. This program recognizes outstanding U.S. private companies and the achievements of their management teams in four key areas: strategy, ability to execute, corporate culture, and governance/financial performance. Who We Are: Coca-Cola Beverages Florida, LLC (Coke Florida) is a family-owned independent Coca-Cola bottler that is the third largest privately-held and the sixth largest independent Coca-Cola bottler in the United States. Coke Florida sells, markets, manufactures and distributes over 600 products of The Coca-Cola Company and other partner companies including Monster Beverage Corporation and BODYARMOR. In 2025, for the 4th year in a row, Coke Florida was named as a US Best Managed Company by Deloitte Private and The Wall Street Journal. This program recognizes outstanding U.S. private companies and the achievements of their management teams in four key areas: strategy, ability to execute, corporate culture, and governance/financial performance. What We Offer : Eligible full time Coke Florida Associates can participate in our Total Rewards Program which includes: Total Wellness Programs including health, dental and vision plans 401K program with healthy company match Supplemental Life Insurance Three weeks of vacation pay, and 10 company paid holidays* Tuition reimbursement Employee Assistance Programs (EAP) Competitive compensation Coke Florida is looking for a Senior Planning and Analysis Analyst based out of our Tampa HQ area office, working Monday - Friday from 8:00AM - 5:30PM What You Will Do: The Senior Planning and Analysis Analyst position provides financial support and analysis within the Coke Florida Finance team. This role is essential to the annual planning process, working closely with functional areas such as, Profit Growth Management, Sales, Field Operations, Marketing, Commercial, IT, and HR. The Senior Analyst helps with the monthly rolling estimate forecast for the entire Coke Florida business, identifying related risks and opportunities. Additionally, the Senior Analyst supports commercial finance, including deal analysis with Sales teams and pre- and post-analysis of commercial activities. The role also coordinates franchise finance with the Coca-Cola Company concerning funding and customer agreements. The Senior Analyst carries out pre- and post-analysis of direct marketing expenses and investments, acts as a project coordinator, analyzes information sources comprehensively, and prepares executive summaries. This position delivers advanced analytical support and ensures timely and accurate reporting of financial performance. Furthermore, the Senior Analyst aids in process improvement initiatives and the creation of tools and reporting templates Roles and Responsibilities: Coordinate annual business planning for Coke Florida with timelines, goals, accountabilities, and interdependencies. Develop and manage planning models (e.g., ROI analysis, buy vs. lease analysis). Prepare monthly/annual business analyses for CEO/CFO to identify financial gaps and opportunities. Consolidate monthly financial forecasts, assessing risks and opportunities for Executive Leadership discussions. Conduct business case evaluations for major capital projects. Handle all commercial finance functions, including customer deals and marketing expense/investment analyses. Perform pre- and post-financial analyses on significant commercial activities. Liaise with Coca-Cola Company finance for franchise finance analysis and support. Develop, upgrade, and automate models, tools, and reports. Perform ad-hoc analyses as needed. Provide special finance project support as necessary. For this role, you will need: Strong Technical knowledge – ERP systems (SAP) and Microsoft Office (Access, Excel, Outlook, Word, PowerPoint), Power Pivot, Power BI, data warehouse tools (i.e. Snowflake), planning and and Tableau Bachelor’s degree in Accounting or Finance (Degree can be in progress with target completion date) Minimum 5+ years’ work experience in accounting, including financial statement preparations, financial analysis, internal audit/controls, account analysis and reconciliation Additional qualifications that will make you successful in this role: Communication – excellent written and verbal skills and ability to clearly articulate relevant ideas, opinions, and information Analytical skills – analyze information to provide clear and concise recommendations Process knowledge – strategic thinking, financial planning, forecasting, and modeling Prioritization – managing multiple and complex priorities Problem solving – identify errors/gaps in processes/reporting and identify solutions Collaboration – ability to collaborate with cross-functional teams Leadership - strong leadership skills Project Management – ensure the timely completion of designated objectives This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. Coke Florida reserves the right to revise the job description at any time and to assign additional duties and responsibilities as needed. Employment with Coke Florida is at-will. The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions of their job, absent undue hardship. Coca-Cola Beverages Florida is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. About the company Coca-Cola Beverages Florida, LLC (Coke Florida) is a family-owned, independent Coca-Cola bottler. Coke Florida’s exclusive territory covers over 18 million consumers across 47 Florida counties, and includes the major metropolitan markets of Jacksonville, Miami, Orlando and Tampa. Coke Florida sells, manufactures and distributes over 600 products of The Coca-Cola Company and other partner companies. Coke Florida is the third largest privately held Coca-Cola bottler and the sixth largest independent bottler of Coca-Cola products in the United States. Coke Florida was founded in 2015 and is headquartered in Tampa, Florida. Notice Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at or 407-000-000. Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility. An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: . NYC applicants may request an alternative process or accommodation at or 407-000-000. #J-18808-Ljbffr
Senior Financial Planning and Analysis, Analyst
Posted today
Job Viewed
Job Description
Join Amplity, the full-service go-to partner of biopharma companies that delivers flexible + specialized medical + commercial services. No matter where a drug is in its lifecycle, we scale with ease to maximize resources + improve impact for all our clients. Through strategic partnerships + deep therapeutic expertise, Amplity transforms how breakthrough treatments reach the people who need them.
Job Title:
Sr FP&A Analyst
Remote/Eastern/Central Time Zones preferred
Position Summary:
This role will serve as a strategic finance partner that will drive resource planning and strategy, guiding teams through intelligent investments that will grow and scale the business. You will be responsible for building processes around managing and tracking headcount and other cost drivers, as well as providing analyses that will influence and enable teams to evaluate trade-offs in investments and priorities. You will be directly involved in driving various planning cycles (annual planning, quarterly forecasts, and monthly outlooks), which will include partnering with cross-functional teams to execute financial and operational deliverables. In addition to modeling and forecast work, this role will also frequently present the analytical outputs in various stakeholder meetings. The overall type of work ranges from recurring routine analysis to one-off projects that can be very varied in nature. This role will report to the Vice President of FP&A.
This is a salaried position offering comprehensive benefit package including dental, medical, vision, 401K, company funded long-term, short-term disability, life insurance, wellness programs, company paid holidays, generous PTO, and more.
Essential Functions and Job Responsibilities:
- Manage both the financial forecasting process & month-end close responsibilities on a monthly basis.
- Collaborate with key business stakeholders to understand the story behind the numbers and synthesize them into executive-level performance commentary.
- Develop reports and views of data to develop assumptions that drive our analytical models.
- Financial ownership of various Gross Margin and EBITDA optimization levers via the execution and reporting.
- Sales to Margin - partner with commercial teams to drive management of sales to margin.
- Drive internal process improvements and continually identify opportunities for automation to allow the team to perform world-class analytics.
- Proactively drive ad hoc strategic and operational analyses or projects.
- Proactively identify key business issues that impact short-term and long-range product and market forecasts; and clearly raise these issues with the cross functional team.
- Ensure accuracy and consistency of data views.
Experience Requirements
- B.S. Degree in Finance, MBA a plus
- 5+ years FPA experience
- Demonstrated analytical, strategic, operational, organizational, problem solving, and communications skills are required. Strong results orientation and a sense of urgency to get things done with a team spirit are critical.
- Strong communication (verbal and written) and presentation skills.
- Must have strong excel skills.
- Ability to build strong cross functional relationships within an organization.
- Team player with the ability to work independently, proactively, and effectively under pressure.
- Strong financial modeling and analytical skills
- Ability to work in a dynamic environment.
EPIIC Values:
All positions at Amplity have a responsibility to demonstrate our EPIIC Values in order to uphold our high-service standards.
Excellence: We set high standards. We are solutions-focused and achieve outstanding results with a professional and positive attitude.
Passion: We love what we do. Our energy inspires, engages, and motivates others.
Innovation: Our ideas set us apart. We are curious and bold and challenge traditional ways of working.
Integrity: We are open, honest, and transparent. We do the right thing with courage and understanding.
Collaboration: We are better together. We actively seek the participation of others to achieve greater outcomes.
About Us
Amplity powers biopharma innovation through expert-led teams that deliver. Whether you knew us in the 80's as Physician Detailing Inc., or in the 00's as part of Publicis Health , the companies that came together in 2019 to form Amplity have delivered contract medical, commercial + communications excellence for 40+ years.
Our people-driven, tech-enabled DNA fuels everything we do.Our professionals understand the pharmaceutical industry from the inside out. With a deep grasp on product lifecycles, marketing hurdles, operational nuances + the complex needs of providers and patients, we help our clients launch products + operate smoothly with precision - across all business shapes, sizes + specialties.
We are on a mission to improve patient outcomes through executional excellence - enabling our partners in pharma to thrive in turn. At Amplity, we are allies in excellence. And we do it quicker, better, nicer than anyone else.
Our Diversity Policy
We encourage and support equal employment opportunities for all associates and applicants for employment without regard to sex, race, color, religion, national origin, age, disability, marital status, sexual orientation or veteran status. Employment decisions are evaluated on the basis of an individual's skills, knowledge, abilities, job performance and other qualifications. In addition, Amplity Health maintains policies and procedures designed to comply with applicable federal, state and local laws governing non-discrimination in employment in every location in which Amplity Health has facilities.
#J-18808-LjbffrSenior Leader, Financial Planning and Analysis
Posted today
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Job Description
Senior Leader, Financial Planning and Analysis Coca-Cola Beverages Florida, LLC Tampa USD 120,000 - 180,000 Senior Leader, Financial Planning and Analysis Tampa, FL, USA Job Description Posted Wednesday, July 2, 2025 at 4:00 AM Who We Are: Coca-Cola Beverages Florida, LLC (Coke Florida) is a family-owned independent Coca-Cola bottler that is the third largestprivately-heldand the sixth largest independent Coca-Cola bottler in the United States. Coke Florida sells, markets, manufactures and distributes over 600 products of The Coca-Cola Company and other partner companies including Monster Beverage Corporation and BODYARMOR. In 2024, for the 3rd year in a row, Coke Florida was named as a US Best Managed Company by Deloitte Private and The Wall Street Journal. This program recognizes outstanding U.S. private companies and the achievements of their management teams in four key areas: strategy, ability to execute, corporate culture, and governance/financial performance. Senior Leader, Financial Planning and Analysis Tampa, FL, USA Job Description Posted Wednesday, July 2, 2025 at 4:00 AM Who We Are: Coca-Cola Beverages Florida, LLC (Coke Florida) is a family-owned independent Coca-Cola bottler that is the third largestprivately-heldand the sixth largest independent Coca-Cola bottler in the United States. Coke Florida sells, markets, manufactures and distributes over 600 products of The Coca-Cola Company and other partner companies including Monster Beverage Corporation and BODYARMOR. In 2024, for the 3rd year in a row, Coke Florida was named as a US Best Managed Company by Deloitte Private and The Wall Street Journal. This program recognizes outstanding U.S. private companies and the achievements of their management teams in four key areas: strategy, ability to execute, corporate culture, and governance/financial performance. What We Offer : Eligible full time Coke Florida Associates can participate in our Total Rewards Program which includes: Total Wellness Programs including health, dental and vision plans 401K program with healthy company match Supplemental Life Insurance Three weeks of vacation pay, and 10 company paid holidays* Tuition reimbursement Employee Assistance Programs (EAP) Competitive compensation Coke Florida is looking for a Senior Leader to join our Financial Planning and Analysis Team that will be based out of our Tampa HQ area office. What You Will Do: The Senior Leader of Financial Planning and Analysis (FP&A) will be pivotal in shaping the financial strategy and enhancing the financial performance of Coca-Cola Beverages Florida, LLC. This role demands a visionary leader with strong analytical skills, exceptional strategic thinking, and the capability to lead transformational initiatives. The ideal candidate should demonstrate a successful history in financial planning and analysis, building the department for future growth, and mentoring or coaching team members. Experience in the beverage or consumer goods industry is advantageous. This position will report directly to the Chief Financial Officer (CFO). Roles and Responsibilities: Strategic Financial Planning: Develop and implement comprehensive financial planning processes, including budgeting, forecasting, and long-term financial modeling, to support the company's strategic objectives. Transformational Leadership: Lead and drive transformational initiatives to enhance financial performance, operational efficiency, and overall business growth. Collaborate with cross-functional teams to identify and implement process improvements and best practices. Financial Analysis and Reporting: Provide insightful financial analysis and reporting to senior management, highlighting key performance indicators, trends, and opportunities for improvement. Develop and maintain financial dashboards and reports to support decision-making. Business Partnering: Act as a strategic partner to business functional leaders, providing financial insights and recommendations to support business decisions and drive value creation. Collaborate with various departments, including operations, human resources, commercial, and marketing, to align financial goals with business objectives. Risk Management: Evaluate financial risks and opportunities, create strategies to mitigate risks and leverage opportunities with input from leaders. Ensure adherence to financial and company policies. Team Leadership: Lead and mentor a high-performing FP&A team, fostering a culture of continuous improvement, collaboration, and professional development. Provide guidance and support to team members to achieve their full potential For this role, you will need: Bachelor’s degree in finance, Accounting, Business Administration, or a related field; MBA or CPA preferred. Minimum of 10 years of experience in financial planning and analysis, with at least 5 years in a leadership role. Proven track record of leading transformational initiatives and driving strategic financial planning in a fast-paced environment. Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights. Excellent communication and presentation skills, with the ability to effectively communicate financial information to non-financial stakeholders. Proficiency in financial modeling, forecasting, and budgeting tools and software. Experience in the beverage or consumer goods industry is a plus. Strong leadership and team management skills, with the ability to inspire and motivate a team. Exhibited advanced expertise in technical competencies encompassing Excel, SAP, database architecture, as well as planning and forecasting tools. Willing to travel (10-20%) This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. Coke Florida reserves the right to revise the job description at any time and to assign additional duties and responsibilities as needed. Employment with Coke Florida isat-will. The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions of their job, absent undue hardship. Coca-Cola Beverages Florida is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. #J-18808-Ljbffr
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Analyst, Financial Planning & Analysis (FP&A)
Posted today
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Position at Triage Partners, LLC
Role: Analyst, Financial Planning & Analysis (FP&A)
A Triage Partners FP&A Analyst (Financial Planning and Analysis Analyst) role involves leveraging QuickBooks Online, Sage Intacct's accounting software, and potentially other FP&A platforms to perform financial forecasting, budgeting, and analysis. This role combines accounting knowledge with analytical skills to provide insights that drive strategic decisions.
Qualifications
- BA degree in Finance, Accounting, Economics, or a related field; MBA or CFA candidate preferred.
- 3+ years of experience with financial modeling, financial planning & analysis or corporate finance, preferably in the Construction industry
- Technical expertise leveraging Microsoft Office (advanced Excel / XLOOKUP / VLOOKUP / SUMIF / Power Pivots / Dealing with Large Data Sets / PowerPoint ), familiarity with Sage Intacct, and working knowledge of data visualization and dashboard development in Power BI
- Independent and self-motivated with a proven ability to work with minimal supervision
- Demonstrated working knowledge of accounting principles and financial statement presentation
- Ability to analyze and problem solve with a high level of intellectual curiosity that leverages a strong statistical background
- Demonstrated ability to prioritize and multi-task in a fast paced, changing environment
- Demonstrate excellent written and verbal communication skills with the ability to adapt to different audiences
- Financial Forecasting and Budgeting:
- Financial Analysis:
- Performance Monitoring:
- Reporting and Communication:
- System Expertise:
- Analytical Skills:
- Collaboration and Communication Skills:
- Mergers & Acquisition Integration:
FP&A in the Context of Triage Partners :
- Triage Partners is a private equity backed telecommunications and construction firm that is looking to gain key insights using consolidated financial reports, budgets, and IRR model templates. Triage provides a solid foundation for accounting and reporting, but FP&A enhances its capabilities by providing more in-depth forecasting, budgeting, and analysis tools.
- FP&A analyst will integrate QuickBooks Online and Sage Intacct data with other software to create customized dashboards and reports.
- Popular FP&A platforms that integrate with Sage Intacct include Limelight Cloud FP&A and Budgeting Planning.
Established and growing exponentially, Triage Partners is proud to be celebrating 19 years in business as the National Premier Provider in the telecommunications industry! With exceptional customer focus in mind, we provide a variety of services including fiber and cable installation services, engineering design, as well as integrated supply chain software solutions. Our goal is to provide unprecedented efficiencies to meet the demands of a fast-paced world.
As a member of our Team, you must be:
- Quality-driven - Trusted resources, providing quality services without question.
- Team-oriented - Collaborative and cohesive, demonstrating relationships matter.
- Innovative - Providing solutions and critical thinking, with an innovative approach.
- Remote flexibility
- Comprehensive benefits package, including but not limited to medical, dental, vision, and life
- Flexible Spending Account (FSA)
- Paid Sick Time
- Holiday Pay
- Paid Vacation Time
- Company Cell Phone
- Referral Program
- Career advancement opportunities
- Continuous training and personal development opportunities
- A quality Employee Recognition Program
Employment with Triage Partners, LLC is contingent upon successful completion of our background check and drug screen process.
Senior Financial Planning and Analysis, Analyst
Posted 1 day ago
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Join to apply for the Senior Financial Planning and Analysis, Analyst role at Amplity
Senior Financial Planning and Analysis, Analyst5 days ago Be among the first 25 applicants
Join to apply for the Senior Financial Planning and Analysis, Analyst role at Amplity
Join Amplity, the full-service go-to partner of biopharma companies that delivers flexible + specialized medical + commercial services. No matter where a drug is in its lifecycle, we scale with ease to maximize resources + improve impact for all our clients. Through strategic partnerships + deep therapeutic expertise, Amplity transforms how breakthrough treatments reach the people who need them.
Job Title
Sr FP&A Analyst
Remote/Eastern/Central Time Zones preferred
Position Summary
This role will serve as a strategic finance partner that will drive resource planning and strategy, guiding teams through intelligent investments that will grow and scale the business. You will be responsible for building processes around managing and tracking headcount and other cost drivers, as well as providing analyses that will influence and enable teams to evaluate trade-offs in investments and priorities. You will be directly involved in driving various planning cycles (annual planning, quarterly forecasts, and monthly outlooks), which will include partnering with cross-functional teams to execute financial and operational deliverables. In addition to modeling and forecast work, this role will also frequently present the analytical outputs in various stakeholder meetings. The overall type of work ranges from recurring routine analysis to one-off projects that can be very varied in nature. This role will report to the Vice President of FP&A.
This is a salaried position offering comprehensive benefit package including dental, medical, vision, 401K, company funded long-term, short-term disability, life insurance, wellness programs, company paid holidays, generous PTO, and more.
Essential Functions And Job Responsibilities
- Manage both the financial forecasting process & month-end close responsibilities on a monthly basis.
- Collaborate with key business stakeholders to understand the story behind the numbers and synthesize them into executive-level performance commentary.
- Develop reports and views of data to develop assumptions that drive our analytical models.
- Financial ownership of various Gross Margin and EBITDA optimization levers via the execution and reporting.
- Sales to Margin partner with commercial teams to drive management of sales to margin.
- Drive internal process improvements and continually identify opportunities for automation to allow the team to perform world-class analytics.
- Proactively drive ad hoc strategic and operational analyses or projects.
- Proactively identify key business issues that impact short-term and long-range product and market forecasts; and clearly raise these issues with the cross functional team.
- Ensure accuracy and consistency of data views.
- B.S. Degree in Finance, MBA a plus
- 5+ years FPA experience
- Demonstrated analytical, strategic, operational, organizational, problem solving, and communications skills are required. Strong results orientation and a sense of urgency to get things done with a team spirit are critical.
- Strong communication (verbal and written) and presentation skills.
- Must have strong excel skills.
- Ability to build strong cross functional relationships within an organization.
- Team player with the ability to work independently, proactively, and effectively under pressure.
- Strong financial modeling and analytical skills
- Ability to work in a dynamic environment.
All positions at Amplity have a responsibility to demonstrate our EPIIC Values in order to uphold our high-service standards.
Excellence: We set high standards. We are solutions-focused and achieve outstanding results with a professional and positive attitude.
Passion: We love what we do. Our energy inspires, engages, and motivates others.
Innovation: Our ideas set us apart. We are curious and bold and challenge traditional ways of working.
Integrity: We are open, honest, and transparent. We do the right thing with courage and understanding.
Collaboration: We are better together. We actively seek the participation of others to achieve greater outcomes.
About Us
Amplity powers biopharma innovation through expert-led teams that deliver. Whether you knew us in the 80s as Physician Detailing Inc., or in the 00s as part of Publicis Health , the companies that came together in 2019 to form Amplity have delivered contract medical, commercial + communications excellence for 40+ years.
Our people-driven, tech-enabled DNA fuels everything we do. Our professionals understand the pharmaceutical industry from the inside out. With a deep grasp on product lifecycles, marketing hurdles, operational nuances + the complex needs of providers and patients, we help our clients launch products + operate smoothly with precision across all business shapes, sizes + specialties.
We are on a mission to improve patient outcomes through executional excellence enabling our partners in pharma to thrive in turn. At Amplity, we are allies in excellence. And we do it quicker, better, nicer than anyone else.
Our Diversity Policy
We encourage and support equal employment opportunities for all associates and applicants for employment without regard to sex, race, color, religion, national origin, age, disability, marital status, sexual orientation or veteran status. Employment decisions are evaluated on the basis of an individual's skills, knowledge, abilities, job performance and other qualifications. In addition, Amplity Health maintains policies and procedures designed to comply with applicable federal, state and local laws governing non-discrimination in employment in every location in which Amplity Health has facilities. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Pharmaceutical Manufacturing
Referrals increase your chances of interviewing at Amplity by 2x
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#J-18808-LjbffrSenior Leader, Financial Planning and Analysis
Posted 11 days ago
Job Viewed
Job Description
Who We Are: Coca-Cola Beverages Florida, LLC (Coke Florida) is a family-owned independent Coca-Cola bottler that is the third largest privately-held and the sixth largest independent Coca-Cola bottler in the United States. Coke Florida sells, markets, manufactures and distributes over 600 products of The Coca-Cola Company and other partner companies including Monster Beverage Corporation and BODYARMOR. In 2024, for the 3rd year in a row, Coke Florida was named as a US Best Managed Company by Deloitte Private and The Wall Street Journal. This program recognizes outstanding U.S. private companies and the achievements of their management teams in four key areas: strategy, ability to execute, corporate culture, and governance/financial performance. What We Offer : Eligible full time Coke Florida Associates can participate in our Total Rewards Program which includes: Total Wellness Programs including health, dental and vision plans 401K program with healthy company match Supplemental Life Insurance Three weeks of vacation pay, and 10 company paid holidays* Tuition reimbursement Employee Assistance Programs (EAP) Competitive compensation Coke Florida is looking for a Senior Leader to join our Financial Planning and Analysis Team that will be based out of our Tampa HQ area office. What You Will Do: The Senior Leader of Financial Planning and Analysis (FP&A) will be pivotal in shaping the financial strategy and enhancing the financial performance of Coca-Cola Beverages Florida, LLC. This role demands a visionary leader with strong analytical skills, exceptional strategic thinking, and the capability to lead transformational initiatives. The ideal candidate should demonstrate a successful history in financial planning and analysis, building the department for future growth, and mentoring or coaching team members. Experience in the beverage or consumer goods industry is advantageous. This position will report directly to the Chief Financial Officer (CFO). Roles and Responsibilities: Strategic Financial Planning: Develop and implement comprehensive financial planning processes, including budgeting, forecasting, and long-term financial modeling, to support the company's strategic objectives. Transformational Leadership: Lead and drive transformational initiatives to enhance financial performance, operational efficiency, and overall business growth. Collaborate with cross-functional teams to identify and implement process improvements and best practices. Financial Analysis and Reporting: Provide insightful financial analysis and reporting to senior management, highlighting key performance indicators, trends, and opportunities for improvement. Develop and maintain financial dashboards and reports to support decision-making. Business Partnering: Act as a strategic partner to business functional leaders, providing financial insights and recommendations to support business decisions and drive value creation. Collaborate with various departments, including operations, human resources, commercial, and marketing, to align financial goals with business objectives. Risk Management: Evaluate financial risks and opportunities, create strategies to mitigate risks and leverage opportunities with input from leaders. Ensure adherence to financial and company policies. Team Leadership: Lead and mentor a high-performing FP&A team, fostering a culture of continuous improvement, collaboration, and professional development. Provide guidance and support to team members to achieve their full potential For this role, you will need: Bachelor's degree in finance, Accounting, Business Administration, or a related field; MBA or CPA preferred. Minimum of 10 years of experience in financial planning and analysis, with at least 5 years in a leadership role. Proven track record of leading transformational initiatives and driving strategic financial planning in a fast-paced environment. Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights. Excellent communication and presentation skills, with the ability to effectively communicate financial information to non-financial stakeholders. Proficiency in financial modeling, forecasting, and budgeting tools and software. Experience in the beverage or consumer goods industry is a plus. Strong leadership and team management skills, with the ability to inspire and motivate a team. Exhibited advanced expertise in technical competencies encompassing Excel, SAP, database architecture, as well as planning and forecasting tools. Willing to travel (10-20%) This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. Coke Florida reserves the right to revise the job description at any time and to assign additional duties and responsibilities as needed. Employment with Coke Florida is at-will. The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions of their job, absent undue hardship. Coca-Cola Beverages Florida is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. #J-18808-Ljbffr