5 Investment Strategies jobs in Boca Raton

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-Ljbffr

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

**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**

BMO is looking for candidates at various career levels (AVP, VP, or Director) interested in joining a high-performing and fast-growing portfolio management team supporting BMO's Florida Diversified Middle Market team. Individuals will be involved in new money originations, supporting existing clients relationships, and ongoing portfolio risk management. Individuals can be located in Tampa, Winter Park (Orlando), or Boca Raton, FL and will support efforts across the state.
Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.
+ Leads and executes business development plans to that business goals are achieved or exceeded.
+ Improves service levels, improve client satisfaction and loyalty scores by identifying and providing recommendations for process improvement.
+ Provides strategic input into business decisions as a trusted advisor.
+ Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
+ Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
+ Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
+ Partners with internal stakeholder to develop consistent and appropriate customer presentations, craft detailed correspondence, presentations and proposals.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
+ Provides direction on the creation of comprehensive credit structures to meet the transactional needs of clients.
+ Collaborates with internal stakeholders to generate ideas, identify client solutions and pursue marketing efforts.
+ Provides accurate financial analysis and risk assessment of new and existing customers.
+ Partners with internal stakeholders for accurate, detailed client information.
+ Develops credit information to make lending decisions on new, renewal and extension loans.
+ Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
+ Prepares summary, present facts and offer opinions concerning credit worthiness.
+ Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
+ Provides input into the planning and implementation of operational programs.
+ Builds effective relationships with internal/external stakeholders.
+ Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
+ Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
+ Implements changes in response to shifting trends.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Seasoned professional with a combination of education, experience and industry knowledge.
+ Verbal & written communication skills - In-depth / Expert.
+ Analytical and problem solving skills - In-depth / Expert.
+ Influence skills - In-depth / Expert.
+ Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
+ Able to manage ambiguity.
+ Data driven decision making - In-depth / Expert.
**Salary:**
$122,400.00 - $228,000.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.