Financial Data Manager
4 weeks ago
We are looking for a full-time, on-site, financial data manager for our office in Fort Lauderdale, FL. We are an annuity marketing organization that maintains contracted relationships with a sizable contingent of life insurance agents. We use our database to keep those agents informed of interest rate changes, product changes, and new product offerings.
Typical duties include:
- familiarizing yourself with our software that stores data on our annuity products and the agents who sell those products
- maintaining current interest rate data and other details concerning our annuity products as well as our agents' contact information (mainly using our in-house software)
- producing Word-merge letters and postcards to be mailed to agents
- creating simple reports for management using basic MySQL queries
Requirements:
- a passion for details and rigorous precision (for data management)
- 4+ years working in an office environment with financial or other business software
- experience printing Word-merge letters
- basic understanding of SQL queries
Benefits:
- relaxed work environment; we value accuracy over speed
- weekday hours 9:00am - 5:30pm
- no nights, weekends, or holidays
- paid vacation and sick days
-
Financial Data Analyst
7 days ago
Fort Lauderdale, United States Global Channel Management Full timeAccounting Position Available for Experienced Professionals Experience Required Candidates must have 4-7 years of relevant accounting experience Skills Needed Proficiency in hybrid accountingStrong knowledge of general ledger proceduresFamiliarity with MS Office softwareAbility to perform account reconciliations effectively Job Responsibilities Assist with a...
-
Financial Data Analyst
2 weeks ago
Fort Lauderdale, United States Global Channel Management Full timeAccounting Position Available for Experienced Professionals Experience Required Candidates must have 4-7 years of relevant accounting experience Skills Needed Proficiency in hybrid accounting Strong knowledge of general ledger procedures Familiarity with MS Office software Ability to perform account reconciliations effectively Job Responsibilities Assist...
-
Financial Planner
7 days ago
Fort Worth, United States Kestra Financial Full timeSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...
-
Financial Planner
1 month ago
Fort Worth, United States Kestra Financial Full timeSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...
-
Financial Planner
1 month ago
Fort Worth, United States Kestra Financial Full timeSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...
-
Financial Planner
1 month ago
Fort Worth, United States Kestra Financial Full timeSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...
-
Financial Planner
8 hours ago
Fort Worth, United States Kestra Financial Full timeSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...
-
Human Resources Manager
3 weeks ago
Fort Lauderdale, United States Lendz Financial Full timeLead Human Resources at a dynamic fintech company located in downtown Las Olas! Join the management team as a key player in propelling the business forward, responsible for end-to-end employee lifecycle management including recruiting, people operations, engagement, L&D, strategy, and data & analytics. This is a unique opportunity for a results-oriented HR...
-
Human Resources Manager
6 days ago
Fort Lauderdale, United States Lendz Financial Full timeLead Human Resources at a dynamic fintech company located in downtown Las Olas! Join the management team as a key player in propelling the business forward, responsible for end-to-end employee lifecycle management including recruiting, people operations, engagement, L&D, strategy, and data & analytics. This is a unique opportunity for a results-oriented HR...
-
Human Resources Manager
3 weeks ago
Fort Lauderdale, United States Lendz Financial Full timeLead Human Resources at a dynamic fintech company located in downtown Las Olas! Join the management team as a key player in propelling the business forward, responsible for end-to-end employee lifecycle management including recruiting, people operations, engagement, L&D, strategy, and data & analytics. This is a unique opportunity for a results-oriented HR...
-
Human Resources Manager
2 weeks ago
Fort Lauderdale, United States Lendz Financial Full timeLead Human Resources at a dynamic fintech company located in downtown Las Olas! Join the management team as a key player in propelling the business forward, responsible for end-to-end employee lifecycle management including recruiting, people operations, engagement, L&D, strategy, and data & analytics. This is a unique opportunity for a results-oriented HR...
-
Human Resources Manager
4 weeks ago
Fort Lauderdale, United States Lendz Financial Full timeLead Human Resources at a dynamic fintech company located in downtown Las Olas! Join the management team as a key player in propelling the business forward, responsible for end-to-end employee lifecycle management including recruiting, people operations, engagement, L&D, strategy, and data & analytics. This is a unique opportunity for a results-oriented HR...
-
Financial Manager
7 days ago
Fort Lauderdale, United States Demesmin and Dover Full timeJob DescriptionJob DescriptionDescription:About us:Demesmin and Dover PLLC. is a well-established law firm with a strong presence in Florida, known for its exceptional legal services and commitment to both clients and employees. Since our inception in 2020, we have experienced remarkable growth, expanding to over 90 employees, and establishing four offices...
-
Financial Reporting
1 day ago
Fort Lauderdale, United States TABACALERA USA Inc. Full timeKey Responsibilities •Report on financial performance of all business entities and prepare status report presentations regularly for leadership review •Analyze financial data and create financial models •Work closely with accounting team to ensure accurate data and reporting •Consolidate and analyze financial data, with respect to the company's goals...
-
Financial Analyst Treasury
2 weeks ago
Fort Lauderdale, United States Talent Groups Full time• Minimum of 5 years of experience in Corporate Treasury, Corporate Finance and/or FP&A performing forecast modeling and variance analysis for cash, investments, balance sheet, and/or P&L, debt management, and amortization schedules, investment portfolio management, analyzing capital markets and key economic indicators, and ad hoc financial/management...
-
Financial Analyst Treasury
2 weeks ago
Fort Lauderdale, United States Talent Groups Full timeMinimum of 5 years of experience in Corporate Treasury, Corporate Finance and/or FP&A performing forecast modeling and variance analysis for cash, investments, balance sheet, and/or P&L, debt management, and amortization schedules, investment portfolio management, analyzing capital markets and key economic indicators, and ad hoc financial/management...
-
Senior Manager Financial Planning Analysis
9 hours ago
Fort Lauderdale, United States Marks Sattin Full timeFinancial Planning & Analysis - Senior Manager Florida - USA Superb opportunity to join this rapidly growing energy efficiency firm as they continue to grow their market share across the US and develop into a leading player in the energy efficient market. As the firm continue to scale ensuring access to concrete financial data from a decision-making...
-
Senior Manager Financial Planning Analysis
17 hours ago
Fort Lauderdale, United States Marks Sattin Full timeFinancial Planning & Analysis - Senior Manager – Florida - USASuperb opportunity to join this rapidly growing energy efficiency firm as they continue to grow their market share across the US and develop into a leading player in the energy efficient market. As the firm continue to scale ensuring access to concrete financial data from a decision-making...
-
Wholesale Middle Market Relationship Manager
2 days ago
Fort Lauderdale, United States Synovus Financial Full timeJob Description Job Summary As a senior member of the Middle Market Banking team, develops, maintains, and owns long-term and profitable relationships with commercial customers having $35MM to $500MM in revenue. Serves as a trusted financial partner by providing customers with a comprehensive set of products and services. Assists with special...
-
Senior Financial Analyst
1 month ago
Fort Lauderdale, United States Hotwire Communications Full timeThe Financial Analyst is primarily responsible for providing support in daily metrics reporting utilizing salesforce.com and Hyperion Essbase and assisting other team members in Treasury and Capital Markets. This position reports directly to the SVP, Financial Planning Analysis. RESPONSIBILITIES: Extract data entered in from salesforce.com into excel...