Financial Services Account Manager
23 hours ago
Turn Up Talent is seeking an experienced Financial Services Account Manager to join our team. In this role, you will be responsible for managing client relationships and ensuring satisfaction. You will work closely with clients to understand their needs and develop strategies to meet their objectives.
The ideal candidate will have prior experience in client management or a similar role, preferably in the financial services industry. You will be responsible for overseeing client assignments, clearly communicating objectives, expectations, and key performance indicators (KPIs). Additionally, you will plan and execute reengagement strategies, including training and refresher courses.
This is a challenging yet rewarding role that requires a strong understanding of client needs and effective communication skills. If you are passionate about building strong client relationships and have a talent for consulting, project management, and problem-solving, we want to hear from you.
Key Responsibilities:- Client Management & Engagement: Oversee client assignments, clearly communicating objectives, expectations, and KPIs.
- Subject Matter Expert: Become the go-to resource for Vendor Vault, providing clients with expertise on applications, tools, and functionalities to maximize usage.
- Implementation & Consultative Services: Lead client onboarding and software implementations, ensuring successful setup within 90-120 days.
- Problem Solving & Collaboration: Utilize a systematic approach to problem-solving by identifying root causes, engaging clients and internal teams to develop tailored solutions, and addressing challenges proactively.
- Bachelor's degree in Business Administration, Finance, or a related field (or equivalent experience).
- Prior experience in client management or a similar role, preferably in the financial services industry.
- Proven track record of managing complex client relationships, delivering results, and driving client satisfaction.
$95,000 - $125,000 per year, depending on experience and qualifications.
-
Lead Financial Professional FL
3 weeks ago
Altamonte Springs, Florida, United States Creative Financial Staffing Full timeAbout the OpportunityWe are seeking a highly skilled Lead Financial Professional to join our team in Orlando, Florida. As a key member of our financial services team, you will be responsible for leading the preparation and analysis of financial information, ensuring the accuracy and timeliness of our financial reports.Key ResponsibilitiesCompile and analyze...
-
Senior Financial Accountant
3 weeks ago
Altamonte Springs, Florida, United States Jobot Full timeJob OverviewWe are seeking a dynamic and experienced Senior Accountant to join our team in the construction industry.Key Responsibilities:Manage the month-end close process, ensuring all financial transactions are recorded accurately and timely.Perform balance sheet reconciliations and maintain a clean and organized ledger.Prepare accurate and timely...
-
Financial Accounting Director
19 hours ago
Altamonte Springs, Florida, United States Jobot Full timeSenior AccountantWe are seeking a seasoned Senior Accountant to join our team in the construction industry.This is a permanent position that offers a unique opportunity to work in a dynamic, high-growth environment.About the RoleThe ideal candidate will be responsible for overseeing all aspects of financial accounting and reporting, ensuring accuracy and...
-
Financial Management Professional
19 hours ago
Altamonte Springs, Florida, United States Jobot Full timeWe are seeking an experienced Senior Accountant to join our team in the construction industry.As a Senior Accountant, you will be responsible for managing all aspects of financial accounting and reporting, ensuring compliance with internal policies and procedures.Key responsibilities include:Managing the month-end close processPerforming balance sheet...
-
Financial Management Expert
3 weeks ago
Altamonte Springs, Florida, United States Jobot Full timeJob Title: Assistant ControllerWe are seeking an experienced and skilled Assistant Controller to join our team. The successful candidate will be responsible for overseeing the preparation and analysis of financial information, ensuring the accuracy of financial statements, and assisting in the development of internal control policies and procedures.Key...
-
Financial Auditor Specialist
3 weeks ago
Altamonte Springs, Florida, United States Creative Financial Staffing Full timeSenior Internal Auditor OpportunityAbout the Role:We are seeking a highly skilled Senior Internal Auditor to join our team in Orlando. As a key member of our audit department, you will play a crucial role in evaluating compliance with technical accounting standards and financial reporting requirements.Responsibilities:Conduct financial audits to assess the...
-
Financial Operations Manager
20 hours ago
Altamonte Springs, Florida, United States Jobot Full timeJob DescriptionOversee the preparation and analysis of financial information to ensure accuracy and compliance with accounting standards.Assist in the development of internal control policies and procedures to prevent fraud and ensure compliance.Manage the month-end close process, including journal entries and account reconciliations.Coordinate and lead the...
-
Elite Financial Services Manager
6 days ago
Bonita Springs, Florida, United States BMO Financial Full timeBMO Financial Group is a leading bank that empowers its clients to achieve their financial goals through tailored banking solutions. We are currently seeking an Elite Financial Services Manager to join our team.Salary and BenefitsThe salary for this role is estimated to be between $50,400 and $93,600 per year, depending on experience and qualifications....
-
Accounting Leader in Construction Management
21 hours ago
Altamonte Springs, Florida, United States Jobot Full timeJob DescriptionJobot, a growing construction management company, is seeking an experienced Senior Accountant to join its team. The ideal candidate will have a solid understanding of accounting principles and financial reporting, as well as proficiency in month-end close processes and balance sheet reconciliation.Estimated Salary: $125,000 - $155,000 per...
-
Construction Financial Controller
1 week ago
Altamonte Springs, Florida, United States Jobot Full timeAbout the Role:We are seeking a talented Senior Accountant to join our team in the construction industry.As a Senior Accountant, you will be responsible for managing all aspects of financial accounting and reporting, ensuring compliance with internal policies and procedures.Key Responsibilities:Managing the month-end close processPreparing accurate and...
-
Controller and Financial Analyst
21 hours ago
Altamonte Springs, Florida, United States Jobot Full timeJob Description:The Controller and Financial Analyst will be responsible for overseeing the preparation and analysis of financial information, ensuring the accuracy of financial statements. This role involves assisting in the development of internal control policies and procedures, preparing and presenting monthly, quarterly, and annual financial statements,...
-
Financial Expert for Construction Company
3 weeks ago
Altamonte Springs, Florida, United States Jobot Full timeOverviewWe are a growing construction management company with multiple locations nationwide. Our team is dedicated to delivering exceptional results and providing opportunities for professional growth.SalaryThe estimated salary for this role is $80,000 - $90,000 per year, depending on experience.Job DescriptionAs a Senior Accountant, you will be responsible...
-
Chief Financial Operations Officer
20 hours ago
Altamonte Springs, Florida, United States Jobot Full timeSenior AccountantWe are seeking a highly skilled Senior Accountant to lead our financial accounting and reporting functions in the construction industry.This is a permanent position that offers an exciting opportunity to work in a fast-paced, high-growth environment with Jobot.About the RoleThe successful candidate will be responsible for managing all...
-
Senior Accounting Professional
19 hours ago
Altamonte Springs, Florida, United States Jobot Full timeCompany OverviewJobot, a leading construction management company, is seeking an experienced Senior Accountant to join its team. With multiple locations nationwide and a strong commitment to growth, this role offers a unique opportunity for a skilled accounting professional to take on new challenges.Estimated Salary: $120,000 - $150,000 per yearAs a Senior...
-
Senior Accounting Professional
21 hours ago
Altamonte Springs, Florida, United States Jobot Full timeJob DescriptionWe are seeking a highly experienced Senior Accountant to join our team in the construction industry. As a key member of our finance department, you will be responsible for managing all aspects of financial accounting and reporting.Key Responsibilities:Manage the month-end close process, ensuring accurate and timely recording of financial...
-
Financial Controller
21 hours ago
Altamonte Springs, Florida, United States Jobot Full timeJob Summary:The Senior Accountant will be responsible for overseeing the preparation and analysis of financial information to ensure accuracy and compliance with accounting standards.This position requires a dedicated and detail-oriented professional with a strong passion for finance and a knack for numbers.We are seeking an experienced Senior Accountant to...
-
Senior Financial Operations Manager
3 weeks ago
Altamonte Springs, Florida, United States Jobot Full timeAt Jobot, we're seeking a highly skilled Senior Financial Operations Manager to join our team in the Construction industry.About UsWe are a privately held construction company with multiple locations nationwide. Our company offers a hybrid work schedule, medical, dental, and vision benefits, a 401(k) match, and a generous PTO plan.Job SummaryWe're looking...
-
Accounting and Finance Professional
20 hours ago
Altamonte Springs, Florida, United States Jobot Full timeAbout the Role:This Accounting and Finance Professional will play a critical role in maintaining the financial health and success of our company. The ideal candidate will have strong leadership skills, the ability to train and mentor junior staff, and advanced proficiency in technical accounting and financial statement preparation.Responsibilities:Assist in...
-
Controller of Financial Planning and Analysis
21 hours ago
Altamonte Springs, Florida, United States Jobot Full timeJob SummaryThe ideal candidate for this position will have experience in overseeing the preparation and analysis of financial information, ensuring the accuracy of financial statements, and assisting in the development of internal control policies and procedures. Key responsibilities include preparing and presenting monthly, quarterly, and annual financial...
-
Senior Accountant Leader
5 hours ago
Altamonte Springs, Florida, United States Jobot Full timeAbout the Position:The Senior Accountant will oversee the balance sheet reporting, ensuring accuracy and compliance with accounting standards. This includes the review and approval of journal entries and account reconciliations.Additionally, this role will involve coordinating and leading the annual audit process, liaising with external auditors and managing...