15 Financial Managers jobs in Boca Raton
Senior Analyst, Financial Planning & Analysis
Posted 2 days ago
Job Viewed
Job Description
Monday, April 7, 2025
SUMMARY: VSE Corporation is seeking a candidate for its Senior Financial Analyst (FP&A) role. This role will provide exposure across the organization, allowing for an opportunity to understand all VSE businesses at an accelerated pace. The candidate must be a self-starter, who has an inquisitive nature and willingness to learn and improve processes. Candidate must have the ability to maintain a high level of confidentiality, problem-solving skills, ability to meet deadlines and handle multiple projects concurrently. Candidate must be able to communicate effectively and work well with others.
DUTIES & RESPONSIBILITIES:
Responsibilities include, but are not limited to:
- Prepare daily revenue flash across business divisions.
- Extract large amounts of data from various ERP systems for financial reporting.
- Prepare, consolidate, and analyze monthly forecasts across VSE divisions. This includes reviewing forecasts of all business divisions and comparing to actuals and prior forecasts, as well as reporting results to Senior Leadership.
- Prepare quarterly business reviews (QBRs) for senior management.
- Assist in the preparation of the annual operating plan and long-range plan. This includes working with the various businesses and teams to build and consolidate the financial details behind these plans.
- Support monthly and quarterly close process and financial statement preparation.
- Work closely with accounting and other functions.
- Identify trends and make recommendations to improve financial performance.
- Assist in forecasting the cash flow, understanding key needs across the business, and building them into the budget.
- Analyze new business development opportunities.
- Support analysis for new acquisitions.
- Support ad-hoc financial analysis and projects as required.
- Other duties as assigned.
MINIMUM REQUIREMENTS:
- Bachelors degree in Accounting, Finance, or related field.
- 5 years of experience in Corporate Finance or Public Accounting, preferably with some experience in an FP&A organization.
- Demonstrated understanding of GAAP accounting.
- Excellent analytical skills with attention to detail.
- Proactive and self-motivated, with the ability to work independently and deliver results in a fast-paced, dynamic environment.
- Advanced proficiency in Microsoft Office Suite, particularly in Excel.
- Willing to travel 10-15% as business needs require.
PREFERRED REQUIREMENTS:
- Certified Public Accountant
- Financial Analysis / Budgeting / Forecasting experience
- Experience with Oracle Forecasting applications
OTHER:
The selected applicant will be subject to a background check and drug testing.
VSE is an Equal Opportunity/Affirmative Action Employer and does not discriminate on the basis of race, color, religion, gender, age, national origin, disability, Protected Veteran status, sexual orientation, or any other characteristic protected by federal, state or local law.
At VSE, we dont just hire employees; we nurture careers and champion well-being. We understand that our success is driven by the people who make up our incredible team, and thats why were committed to providing a workplace that goes beyond just a job - its a place where you can truly flourish.
Time Off: Enjoy Paid Time Off to relax and recharge.
Family Support: We offer Paid Maternity Leave and Paid Bonding Leave, along with access to our Employee Assistance Program, ensuring your familys well-being.
Education: Pursue your educational goals with Tuition Reimbursement for Undergrad, Technical, and Graduate Programs.
Financial Security: We offer a 401(k) and Employee Stock Purchase Plan to secure your financial future.
Healthcare: Your health is essential, and we provide Health, Dental, and Vision Care.
Flexible Spending: Take advantage of HSA, FSA, and Dependent Care plans for added flexibility.
Insurance: We've got you covered with Short-Term and Long-Term disability insurance.
Competitive Salaries: Your hard work is rewarded with competitive salaries. Ready to be part of a company that values you as much as your skills and expertise?
Join VSE and lets take your career to new heights while ensuring your well-being every step of the way. Come grow with us. Your future begins here. Apply TODAY!
Location: 3361 Enterprise Way, Miramar, FL 33025, USA
#J-18808-LjbffrSenior Analyst, Financial Planning & Analysis
Posted 6 days ago
Job Viewed
Job Description
Monday, April 7, 2025
SUMMARY: VSE Corporation is seeking a candidate for its Senior Financial Analyst (FP&A) role. This role will provide exposure across the organization, allowing for an opportunity to understand all VSE businesses at an accelerated pace. The candidate must be a self-starter, who has an inquisitive nature and willingness to learn and improve processes. Candidate must have the ability to maintain a high level of confidentiality, problem-solving skills, ability to meet deadlines, and handle multiple projects concurrently. Candidate must be able to communicate effectively and work well with others.
DUTIES & RESPONSIBILITIES:
Responsibilities include, but are not limited to:
- Prepare daily revenue flash across business divisions.
- Extract large amounts of data from various ERP systems for financial reporting.
- Prepare, consolidate, and analyze monthly forecasts across VSE divisions. This includes reviewing forecasts of all business divisions and comparing to actuals and prior forecasts, as well as reporting results to Senior Leadership.
- Prepare quarterly business reviews (QBRs) for senior management.
- Assist in the preparation of the annual operating plan and long-range plan. This includes working with the various businesses and teams to build and consolidate the financial details behind these plans.
- Support monthly and quarterly close process and financial statement preparation.
- Work closely with accounting and other functions.
- Identify trends and make recommendations to improve financial performance.
- Assist in forecasting the cash flow, understanding key needs across the business, and building them into the budget.
- Analyze new business development opportunities.
- Support analysis for new acquisitions.
- Support ad-hoc financial analysis and projects as required.
- Other duties as assigned.
MINIMUM REQUIREMENTS:
- Bachelors degree in Accounting, Finance, or related field.
- 5 years of experience in Corporate Finance or Public Accounting, preferably with some experience in an FP&A organization.
- Demonstrated understanding of GAAP accounting.
- Excellent analytical skills with attention to detail.
- Proactive and self-motivated, with the ability to work independently and deliver results in a fast-paced, dynamic environment.
- Advanced proficiency in Microsoft Office Suite, particularly in Excel.
- Willing to travel 10-15% as business needs require.
PREFERRED REQUIREMENTS:
- Certified Public Accountant
- Financial Analysis / Budgeting / Forecasting experience
- Experience with Oracle Forecasting applications
OTHER:
The selected applicant will be subject to a background check and drug testing.
VSE is an Equal Opportunity/Affirmative Action Employer and does not discriminate on the basis of race, color, religion, gender, age, national origin, disability, Protected Veteran status, sexual orientation, or any other characteristic protected by federal, state or local law.
At VSE, we dont just hire employees; we nurture careers and champion well-being. We understand that our success is driven by the people who make up our incredible team, and thats why were committed to providing a workplace that goes beyond just a job-its a place where you can truly flourish. When you choose VSE, youre choosing a company that prioritizes YOU.
Join VSE and lets take your career to new heights while ensuring your well-being every step of the way. Come grow with us. Your future begins here. Apply TODAY!
- 3361 Enterprise Way, Miramar, FL 33025, USA
#J-18808-Ljbffr
Financial Analysis Senior Advisor - US Employer FP&A - Hybrid
Posted 3 days ago
Job Viewed
Job Description
US Employer is committed to delivering strong growth and financial contributions to Cigna's bottom line. We are looking for a technically strong, financially minded individual to oversee and continuously enhance the US Employer quarterly projection process. The results of this process support the quarterly BFO package and monthly MBR package, and drive business decisions to achieve our growth goals. The role partners with US Employer Accounting, Segment BFOs, Product BFOs, Specialty Finance leads, Enterprise FP&A, and the Hyperion IT team. In addition, this role will prepare and maintain the Capital Plan process for Cigna Healthcare. This is an exciting opportunity that provides great exposure across US Employer, and an opportunity to work with Finance, Accounting and business leadership.
**Responsibilities:**
+ Consolidate US Employer's projection and actual results within Hyperion, ensuring accuracy and reconciliation by product.
+ Serve as the primary finance partner for Hyperion support during quarterly projections, assisting finance partners on input or system related issues.
+ Support development of monthly and quarterly reporting packages, including BFO and MBR packages, supplemental exhibits and segment BFO scorecards for senior leadership.
+ Support identification of key drivers of variances across product projections and ensure narrative is consistent with projection.
+ Understand US Employer business fundamentals to be able to review and challenge projections to ensure forecasts are 'closest to the pin'.
+ Collaborate with Accounting, Product Finance and segment BFOs to inform earnings forecasts for US Employer.
+ Partner with FP&A counterparts in other Cigna Healthcare platforms to support timely delivery of key deliverables and ensure alignment.
+ Identify and implement changes to processes or models to improve efficiency and provide enhanced insights.
+ Lead the Capital Plan process through effective partnership with key stakeholders and analysis of legal entity results and projections. Ensure that the capital requirements are met for the HMOs including preparing dividends, infusions and state requests.
+ Support ad-hoc financial and accounting requests and key projects for senior leadership.
**Requirements:**
+ Bachelor's degree in Finance, Accounting or related field
+ Minimum of 5 years' experience in financial analysis, financial modeling, accounting or related
+ Experience working with financial database reporting systems, with a strong preference for Hyperion
+ Strong organizational skills with ability to track changes, manage version control and ensure financial data reconciles
+ Ability to manage projections and deliver accurate and time sensitive results
+ Strong financial background with ability to analyze and interpret complex financial data
+ Comfortable working in a matrix environment with diverse objectives
+ Technical skills - Excel, VBA and Hyperion
If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
For this position, we anticipate offering an annual salary of 106,800 - 178,000 USD / yearly, depending on relevant factors, including experience and geographic location.
This role is also anticipated to be eligible to participate in an annual bonus plan.
We want you to be healthy, balanced, and feel secure. That's why you'll enjoy a comprehensive range of benefits, with a focus on supporting your whole health. Starting on day one of your employment, you'll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs. We also offer 401(k) with company match, company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays. For more details on our employee benefits programs, visit Life at Cigna Group .
**About Cigna Healthcare**
Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their health and vitality. Join us in driving growth and improving lives.
_Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws._
_If you require reasonable accommodation in completing the online application process, please email:_ _for support. Do not email_ _for an update on your application or to provide your resume as you will not receive a response._
_The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State._
_Qualified applicants with criminal histories will be considered for employment in a manner_ _consistent with all federal, state and local ordinances._
Manager, Financial Planning and Analysis
Posted 3 days ago
Job Viewed
Job Description
One of the best-known names in cruising, Princess is the world's leading international premium cruise line and tour company, carrying millions of guests each year to hundreds of destinations around the globe. We give our guests the Medallion Class experience others simply cannot. The Love Boat promises something for everyone.
We are looking for an amazing Manager,FP&A to fill this role, which is based in our Fort Lauderdale office. This role supports the Onboard Revenue and Marketing operations by providing financial planning, analysis, and reporting. It collaborates with both shoreside and shipboard teams and has a direct impact on financial performance and decision-making. The role influences both operational and strategic financial planning across the business.
Here is a summary of what Princess is looking for in its Manager, FP&A. Is this you?
**Responsibilities**
+ Support Onboard Revenue and Marketing operations in development of quarterly forecasts, and yearly strategic/operational plans. Model financial impact of initiatives in strategic and operating plans. Assist with ROI analysis for capital requests.
+ Work with Onboard Revenue and Marketing departments monthly to help ensure that they understand the financial performance of their business incorporating the Director and/or VP into those meetings as agreed during the year.
+ Complete financial analysis and build executive-style dashboards/reports that provides new business insight by identifying trends, cost drivers, or opportunities to improve profitability and presenting major accomplishments to senior management.
+ Build and maintain relationship with operational departments and work with other Finance departments to ensure accounting, accruals, planning, and forecasting are properly supported.
+ Drive communication and meetings with internal and external departments for timely identification of variance drivers, risks, opportunities or trends and incorporate those in forecast/plan
+ Complete monthly variance analysis of actual results to Plan, Forecasts and prior month/quarter in accordance with published timelines and standards or on an ad-hoc basis as requested ensuring completeness. Consolidate and review all relevant financial reporting in accordance with published timelines and standards. Isolate performance drivers including fleet deployment and currency exchange rate fluctuation.
+ Leverage AI/ML tools to identify actionable operational/reporting improvement opportunities, efficient way to organize the team and support the business including eliminating non-value-added activities.
+ Perform ad-hoc analysis required to support Monthly Brand President and Operational Leader meetings including presenting findings as called upon.,
+ Oversee transactional FX reporting for Onboard Revenue and Marketing,
+ Meet with Financial Accounting monthly to review financial performance, discuss accruals and reclassifications, and review updates for any new/current operating initiatives.
+ Manage, coach, and oversee a Senior Financial Analyst supporting Onboard Revenue and Marketing, including providing performance feedback and year end evaluations.
**Requirements**
+ The role requires complex financial analysis, modeling, and interpretation of data to identify trends, risks, and opportunities. It involves using advanced tools like AI/ML and BI platforms to improve processes and support strategic decisions.
+ The role significantly impacts the financial performance of Onboard Revenue and Marketing operations by providing insights, improving profitability, and supporting executive decision-making. It contributes to the financial discipline and operational efficiency of the organization.
+ The role manages a Senior Financial Analyst, provides coaching and performance feedback, and leads cross-functional collaboration. It requires strong leadership to drive financial planning processes and influence senior stakeholders.
+ Bachelor's degree in business or finance administration or equivalent experience. MBA and/or CMA/CPA preferred.
+ Must have strong analytical and spreadsheet skills, advanced Excel including VBA, experience with Hyperion, BI tools, SQL, MS Access, AI/ML tools, and excellent communication and organizational skills.
+ Prior experience managing a team and presenting to senior leadership.
+ Five plus years of finance/accounting experience with two to three years of progressively responsible managerial experience.
+ **This is a hybrid role, with in-office attendance required on Tuesdays through Thursdays each week. Beginning in 2028, this position will remain on the same Tuesday-Thursday in-office schedule but will transition to our new headquarters in the Miami, FL area.**
**What You Can Expect**
+ Cruise and Travel Privileges for You and Your Family
+ Health Benefits
+ 401(k)
+ Employee Stock Purchase Plan
+ Training & Professional Development
+ Tuition & Professional Certification Reimbursement
+ Rewards & Incentives
**Our Culture. Stronger Together**
Our highest responsibility and top priority is compliance, environmental protection and the health, safety and well-being of our guests, the people in the communities we touch and serve, and our shipboard and shoreside employees. Please visit our site to learn more about our Culture Essentials, Corporate Vision Statement and our Core Values at: ** is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances.
**Americans with Disabilities Act (ADA)**
Princess will provide reasonable accommodations with the application process, upon your request, as required to comply with applicable laws. If you have a disability and require assistance in this application process, please contact
**#PCL**
Financial Center Manager Associate
Posted 3 days ago
Job Viewed
Job Description
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales & Service, Lending, Small Business, Preferred and Sales & Operations Management. The role will provide a robust learning approach for successful candidates to prepare for a Financial Center Manager role. After successful completion of the training program, the FCMA role will be placed in a Financial Center.
ESSENTIAL DUTIES & RESPONSIBILITIES:
+ Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification
+ Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience
+ Gain knowledge, demonstrate and maintain a working knowledge of Fifth Third's products, services processes, and internal resources to stay informed, guide and lead the team
+ Become skilled at the consultative sales process to proactively identify the financial needs of current or prospective customers and recommend the appropriate solutions to meet those needs
+ Understand how to develop an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment (FNA) and are assigned to the best banker for proactive ongoing support
+ Learn how to source, develop, coach and lead a team that reinforces our Core Values and business strategies
+ Learn to cultivate a One Bank culture that proactively collaborates with business partners
+ Participate in activities that benefit the communities we serve
+ Follow the Bancorp Code of Business Conduct and Ethics and other related policies and procedures, modeling the ethical behavior expected from every employee
+ Additional duties as assigned
SUPERVISORY RESPONSIBILITIES:Assist in providing employees timely, candid and constructive feedback; assist in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognize and reward employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ College degree or two (2) or more years of leadership experience in a sales environment
+ Ability to professionally represent Fifth Third Bank in verbal and written communication
+ Capable of analyzing credit and financial information
+ Ability to successfully execute and coach sales activities
+ Exhibits business acumen
+ Demonstrated ability in making sound decisions
+ This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration.
WORKING CONDITIONS:
+ Normal office environment.
+ Extended viewing of computer screens.
+ Periodic travel within the Bancorp footprint to attend meetings and/or training.
#LI-Jh1
Financial Center Manager Associate
LOCATION -- Fort Lauderdale, Florida 33301
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Financial Center Manager Associate - Emerald HIlls
Posted 3 days ago
Job Viewed
Job Description
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales & Service, Lending, Small Business, Preferred and Sales & Operations Management. The role will provide a robust learning approach for successful candidates to prepare for a Financial Center Manager role. After successful completion of the training program, the FCMA role will be placed in a Financial Center.
ESSENTIAL DUTIES & RESPONSIBILITIES:
+ Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification
+ Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience
+ Gain knowledge, demonstrate and maintain a working knowledge of Fifth Third's products, services processes, and internal resources to stay informed, guide and lead the team
+ Become skilled at the consultative sales process to proactively identify the financial needs of current or prospective customers and recommend the appropriate solutions to meet those needs
+ Understand how to develop an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment (FNA) and are assigned to the best banker for proactive ongoing support
+ Learn how to source, develop, coach and lead a team that reinforces our Core Values and business strategies
+ Learn to cultivate a One Bank culture that proactively collaborates with business partners
+ Participate in activities that benefit the communities we serve
+ Follow the Bancorp Code of Business Conduct and Ethics and other related policies and procedures, modeling the ethical behavior expected from every employee
+ Additional duties as assigned
SUPERVISORY RESPONSIBILITIES:Assist in providing employees timely, candid and constructive feedback; assist in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognize and reward employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ College degree or two (2) or more years of leadership experience in a sales environment
+ Ability to professionally represent Fifth Third Bank in verbal and written communication
+ Capable of analyzing credit and financial information
+ Ability to successfully execute and coach sales activities
+ Exhibits business acumen
+ Demonstrated ability in making sound decisions
+ This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration.
WORKING CONDITIONS:
+ Normal office environment.
+ Extended viewing of computer screens.
+ Periodic travel within the Bancorp footprint to attend meetings and/or training.
#LI-JH1
Financial Center Manager Associate - Emerald HIlls
LOCATION -- Hollywood, Florida 33021
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Financial Center Manager Associate - Boca Garden Shops Denovo
Posted 3 days ago
Job Viewed
Job Description
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales & Service, Lending, Small Business, Preferred and Sales & Operations Management. The role will provide a robust learning approach for successful candidates to prepare for a Financial Center Manager role. After successful completion of the training program, the FCMA role will be placed in a Financial Center.
ESSENTIAL DUTIES & RESPONSIBILITIES:
+ Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification
+ Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience
+ Gain knowledge, demonstrate and maintain a working knowledge of Fifth Third's products, services processes, and internal resources to stay informed, guide and lead the team
+ Become skilled at the consultative sales process to proactively identify the financial needs of current or prospective customers and recommend the appropriate solutions to meet those needs
+ Understand how to develop an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment (FNA) and are assigned to the best banker for proactive ongoing support
+ Learn how to source, develop, coach and lead a team that reinforces our Core Values and business strategies
+ Learn to cultivate a One Bank culture that proactively collaborates with business partners
+ Participate in activities that benefit the communities we serve
+ Follow the Bancorp Code of Business Conduct and Ethics and other related policies and procedures, modeling the ethical behavior expected from every employee
+ Additional duties as assigned
SUPERVISORY RESPONSIBILITIES:Assist in providing employees timely, candid and constructive feedback; assist in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognize and reward employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ College degree or two (2) or more years of leadership experience in a sales environment
+ Ability to professionally represent Fifth Third Bank in verbal and written communication
+ Capable of analyzing credit and financial information
+ Ability to successfully execute and coach sales activities
+ Exhibits business acumen
+ Demonstrated ability in making sound decisions
+ This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration.
WORKING CONDITIONS:
+ Normal office environment.
+ Extended viewing of computer screens.
+ Periodic travel within the Bancorp footprint to attend meetings and/or training.
#LI-JH1
Financial Center Manager Associate - Boca Garden Shops Denovo
LOCATION -- Boca Raton, Florida 33433
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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Tax Manager, Financial Services (Capital Markets/Partnerships)
Posted 6 days ago
Job Viewed
Job Description
Your Journey at Crowe Starts Here:
At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.
Job Description:
Crowe has expanded its service offerings and we are hiring for our Financial Institutions Tax Services team as a result.Our Financial Institutions practice delivers tax solutions to a variety of clients in the banking, fintech, and digital currency space. We are adding talented team members to our 70+ department with operational partnership experience as we continue to expand our service offerings and deliver high quality service to our clients. If you value the challenge and opportunity to work with a high performing group then this is the position for you!
As a Manager in our Financial Institutions Tax practice, you will have the opportunity to:
-
Conduct tax research and provide guidance and consultation to clients
Identify and implement tax planning and tax savings strategies
Collaborate and engage in large projects
Manage and foster existing client tax relationships through client deliverables and a hands-on consultative approach
Mentor and develop interns, staff, and senior staff while promoting a highly interactive team environment
Manage multiple engagements at once
Required Qualifications:
Previous experience with Operational Partnerships required
Bachelor's degree in Accounting required
CPA license or EA required
A minimum of five (5) years' experience in public accounting or corporate/public blend especially from a large CPA firm
Ability to grow strong client relationships
Hybrid schedule preferred; Open to remote as well
Strong written and verbal communication skills
Excellent project management and time management skills
Tax research skills
About the Team:
The Tax team at Crowe develops lasting relationships with clients by providing value, knowledge and strategy focus. As part of the Tax group, you will be part of a collaborative team with deep specialization. We use proactive approaches and innovative tax technology to provide high quality tax services to our clients. If you are committed to client excellence, want to be part of a growing organization and are looking to expand professionally, then is the place for you! Learn more about our Tax team and learn more about our Financial Institutions group.
#LI-Priority #LI-Remote #LI-Hybrid
We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,500.00 - $201,000.00 per year.Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!
How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!
More about Crowe:
Crowe ( is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.
Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.
#J-18808-LjbffrSenior Tax Manager, Financial Services (Capital Markets/Partnerships)
Posted 6 days ago
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Job Description
Join to apply for the Senior Tax Manager, Financial Services (Capital Markets/Partnerships) role at Crowe 2 weeks ago Be among the first 25 applicants Join to apply for the Senior Tax Manager, Financial Services (Capital Markets/Partnerships) role at Crowe Get AI-powered advice on this job and more exclusive features. Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: Crowe has expanded its service offerings and we are hiring for our Financial Services Tax Services team as a result. Our Financial Institutions practice delivers tax solutions to a variety of clients in the banking, fintech, and digital currency space. We are adding talented team members to our 70+ department with Capital Markets/Partnership experience as we continue to expand our service offerings and deliver high-quality service to our clients. If you value the challenge and opportunity to work with a high-performing group then this is the position for you! As a Senior Manager in our Financial Institutions Tax practice, you will have the opportunity to: Conduct tax research and provide guidance and consultation to clients Identify and implement tax planning and tax savings strategies Collaborate and engage in large projects Manage and foster existing client tax relationships through client deliverables and a hands-on consultative approach Mentor and develop interns, staff, and senior staff while promoting a highly interactive team environment Manage multiple engagements at once Required Qualifications: Previous experience with operational partnerships required Previous banking experience preferred Bachelor’s degree in Accounting required, Masters of Taxation preferred CPA, JD, or EA required A minimum of seven (7) years' experience in public accounting or corporate/public blend especially from a large CPA firm Ability to grow strong client relationships Hybrid preferred; Open to remote as well Strong written and verbal communication skills Excellent project management and time management skills Tax research skills About the Team: The Tax team at Crowe develops lasting relationships with clients by providing value, knowledge, and strategic focus. As part of the Tax group, you will be part of a collaborative team with deep specialization. We use proactive approaches and innovative tax technology to provide high-quality tax services to our clients. If you are committed to client excellence, want to be part of a growing organization, and are looking to expand professionally, then this is the place for you! Learn more about our Tax team and learn more about our Financial Institutions group. We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $106,500.00 - $67,500.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe ( is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws. Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable. Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Accounting/Auditing Industries Accounting and Financial Services Referrals increase your chances of interviewing at Crowe by 2x Inferred from the description for this job Vision insurance Medical insurance Child care support Paid maternity leave 401(k) Paid paternity leave Student loan assistance Disability insurance Get notified about new Senior Tax Manager jobs in Fort Lauderdale, FL . Boca Raton, FL 110,000.00- 120,000.00 1 month ago Senior Director, Indirect Tax (International) Miami, FL 100,000.00- 190,000.00 2 days ago Miami-Fort Lauderdale Area 125,000.00- 150,000.00 2 weeks ago Senior Manager of Tax Services- Real Estate Tax Director - Mergers & Acquisitions (Private Equity) Senior Tax Manager - Small Business Accounting Services - Hybrid! 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Group Manager, Financial Crime Risk Investigations - One Touch
Posted 1 day ago
Job Viewed
Job Description
Mount Laurel, New Jersey, United States of America
**Hours:**
40
**Pay Details:**
$86,840 - $139,360 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Financial Crime Risk Management
**Job Description:**
**Department Introduction:**
The Group Manager, Financial Crime Risk Investigations manages/leads a team of investigators conducting end to end BSA/AML Investigations of various complexity related to potential money laundering, terrorist financing and other illicit financial crimes, and Regulatory reporting requirements. The role requires the ability to lead, train and mentor teams in conducting thorough investigations, ensuring regulatory compliance, and maintaining high standards of accuracy. Manages staff, providing direction, setting goals, evaluating results and ensuring that overall departmental goals are attained. Ensures that ongoing activities are performed according to established policies and procedures. Leads the development of group policies and procedures and assists staff with complex questions and issues as necessary.
The Group Manager, Financial Crime Risk Investigations manages/leads a team of specialized professionals in the analysis and/or the investigation process for a specific area and assigns and monitors caseloads to ensure potential regulatory risks and losses to the bank are minimized.
Our team currently operates under a hybrid work model, with employees expected to work in the office two days per week. Starting in November, this expectation will increase to four days per week. Please note that, due to limited office space, the exact timing of this transition may vary depending on availability and individual circumstances.
**Depth & Scope:**
+ Provides people management leadership by hiring the best talent, setting goals, developing employees, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required
+ Manages a team of Investigators for a specific geographical area/business unit
+ Demonstrates broad and in-depth knowledge of investigative techniques, proper protocol, and financial criminal trends
+ Working Manager role that provides overall direction to the team and assigns and reviews the caseload of others
+ Generally involved in thematic and/or more complex investigations that may have significant reputational/ organizational impact
+ Ability to present and make recommendations to senior management and executives
+ Ensures an integrated approach with other business areas, broader organization, and enterprise as appropriate
+ Coordinates and prioritizes multiple initiatives and manages resource allocation
+ Establishes effective relationships with different Stakeholders, Business Sponsors, Executives and LOB
+ Deep knowledge and understanding of businesses/technology, and organizational practices/disciplines
+ Sound to advanced knowledge of external competition, industry and/or market trends in relation to own function/business
+ Focuses on short to medium-term issues (e.g., 6-12 months)
**Education & Experience:**
+ Undergraduate degree equivalent work experience
+ 7+ years of experience
**Preferred Qualifications:**
+ Bachelor's degree in Finance, Accounting, Criminal Justice, or a related field, preferred
+ 5+ years of experience managing in AML investigations, financial crime risk management, or a related field
+ Strong leadership and team management skills
+ Strong knowledge of financial crime typologies and AML regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and OFAC requirements
+ Excellent analytical and problem-solving skills, with the ability to interpret complex data and identify patterns
+ Strong written and verbal communication skills, with the ability to present findings clearly and concisely.
+ Ability to work independently and as part of a team, with a high level of integrity and attention to detail
+ Proficiency in using AML software and tools for data analysis and case management
**Customer Accountabilities:**
+ Leads a team of professionals and managers to achieve business/operational objectives, maintains effective day-to-day operations and delivers quality service and transaction processing consistent with business objectives
+ Provides guidance and direction to team members within own area of specialization and focus
+ Reviews and assesses incoming files and allocates to appropriate Investigators/Investigative Specialists
+ Conducts investigations in the capacity of a working lead where cases have been specifically assigned ensuring proper analysis and investigation standards are followed
+ Prepares applicable documents based on criminal and/or non-criminal proceedings
+ Collaborates with counterparts from other institutions and/or external organizations (e.g., public sector, government, law enforcement) to gather intelligence information where necessary
+ Ensures investigations are professionally conducted and completed in a timely manner
+ Identifies and communicates procedural weaknesses to businesses and ensures processes for remediation are in place such as following up for corrective action where applicable
+ Maintains strong awareness of emerging trends and investigative techniques for own area of specialty
+ Represents the department on internal projects/committees for own specialized area as necessary
**Shareholder Accountabilities:**
+ Contributes to the development of the business plan, operationalizes the plan and delivers on assigned service/functionality
+ Works with key business leaders to develop business plan, ensuring the optimal use of resources and leverages TD's operating model to maximize efficiency, effectiveness and scale
+ Monitors and communicates effectiveness of strategies, programs, and practices related to own area of accountability
+ Ensures programs, policies and practices continue to meet business needs, complies with internal and external requirements, and aligns with business priorities
+ Proactively identifies key business opportunities, research and recommends enhancements/modifications, develops strategies to achieve recommendations
+ Coordinates activities with partners across the organization, may include HR, Technology, Finance, Risk Management
+ Ensures team operates in compliance with applicable internal and external requirements, and employees comply with Bank and industry codes of conduct
+ Ensures appropriate reporting and escalation of issues based on risk profile
+ Leads relationships with business lines/corporate and/or control functions to ensure alignment with enterprise and/or regulatory requirements
+ Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
+ Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
**Employee/Team Accountabilities:**
+ Responsible for management of the overall team providing both leadership and guidance
+ Sets targets and objectives for the team, and delivers results
+ Develops a team of professionals in all aspects of related competencies and acts as resource and mentor to others
+ Grows team expertise to align with business/enterprise demand and direction; assesses team skills and capabilities and continually looks for ways to provide and enhance the value delivered
+ Leads a high performing team; provides on-going feedback and performance reviews, coaches and develops employees and ensures performance management activities are undertaken and completed for all employees
+ Leads the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner
+ Manages employees in compliance with all human resources policies, procedures and guidelines of conduct
+ Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams
+ Establishes and fosters a cohesive team; promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives
+ Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.