Financial Services Director
7 days ago
Patrick & Raines CPAs, a leading full-service certified public accounting firm in Jacksonville, Florida, is seeking a skilled Financial Services Director to lead and manage multiple engagements delivering quality CAAS services to our clients.
We envision this key role to be someone who can coordinate and manage write-up work, payroll processing and returns, sales tax returns, tangible returns, and preparation of non-attest financial statements or other engagements. This person will need to be super organized and document workflows, standardize transmittal letters and processes, bring consensus among staff accountants, and champion a unified way of doing things.
The successful candidate will be responsible for being the go-to expert on apps available to streamline our CAAS offerings such as QBO, Xero, Bill.com, LedgerSync, Receipt Bank, etc. They will train new staff on our App Stack, identify clients who could benefit from a more streamlined process, meet with and sell those clients on the benefit, onboard them, and then transition ongoing maintenance to accounting staff.
This position offers excellent opportunities for leadership and career advancement to the right candidate. Our friendly firm allows hybrid work for qualified staff members after an initial training period. Long-term, full-time employees can participate in a healthcare plan partially funded by the firm and 401k plan after a qualifying employment period. We're looking for a skilled candidate who loves clients to help us grow.
Key Responsibilities- Develop and maintain professional relationships with clients, consulting regularly on financial statements, budgeting, forecasting, processes, procedures, and general business issues.
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Data Analyst Lead
7 days ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeUnlock Career Advancement Opportunities in Data Analysis We are seeking a highly skilled Data Analyst Lead - Financial Services to join our team at Triad Financial Services, Inc. This role offers a competitive salary ranging from $69,000 to $93,000 annually, depending on your background and experience. About the Role:We are looking for a seasoned data...
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Financial Services Coordinator
7 days ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob Title: Financial Services CoordinatorDescriptionThe role of a Financial Services Coordinator is to work closely with the team at Triad Financial Service Inc. to ensure seamless processing of financial services and solutions for clients worldwide.Key Responsibilities:Create comprehensive investor packages with relevant documents.Evaluate loan-level risk...
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Financial Processing Specialist
6 days ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeJob OverviewTriad Financial Services, Inc. is a leading provider of financial services and solutions. We are seeking a highly skilled Closer/Funder (Bilingual Preferred) to join our growing team in Jacksonville, FL.
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Document Specialist
6 days ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeFinancial Operations RoleTriad Financial Services, Inc. is a prominent provider of financial solutions and services, serving clients globally.We are seeking a highly skilled Document Specialist to join our team, playing a pivotal role in the financial operations process.
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Financial Services Document Coordinator
7 days ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeWe are seeking a highly motivated and skilled Financial Services Document Coordinator to join our team at Triad Financial Services Inc.Key Responsibilities:Create and manage investor packages with relevant documentsDetermine loan level risk and salability, ensuring compliance with regulatory requirementsAudit documents to verify adherence to investors'...
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Site Operations Director
4 days ago
Jacksonville, Florida, United States MPW Industrial Services Full timeJob Title: Site Operations DirectorCompany Overview:MPW Industrial Services is a leading provider of industrial services, and we are currently seeking an experienced Site Operations Director to join our team. This role will be responsible for planning, organizing, and coordinating the delivery of site operations across multiple locations.About You:We are...
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Jacksonville, Florida, United States Symmetry Financial Group - Gary Uyemura Full timeJob OverviewSymmetry Financial Group - Gary Uyemura is a leading partner of Symmetry Financial Group, dedicated to protecting American families with life insurance, mortgage protection, burial policies, wealth accumulation, retirement solutions, and financial advice. As a commission-based sales professional, you will have the opportunity to earn uncapped...
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Financial Operations Specialist
5 days ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeAbout UsTriad Financial Services Inc. is a leading provider of financial services and solutions, serving clients Nationwide.Salary Range: $21.00-$27.00 per hourAbout the JobWe are seeking a highly motivated and skilled Financial Operations Specialist to join our growing team in Jacksonville, FL. The ideal candidate will have experience in loan processing and...
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Financial Operations Director
4 days ago
Jacksonville, Florida, United States HCA Florida Memorial Hospital Full timeHCA Florida Memorial Hospital is committed to delivering exceptional patient care and investing in the growth of our team members. We are seeking a highly skilled Controller to join our financial operations team.The successful candidate will be responsible for ensuring accurate financial reporting, providing leadership and direction, and overseeing direct...
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Financial Operations Specialist
6 days ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob DescriptionWe are seeking a highly skilled Financial Operations Specialist to join our team at Triad Financial Services Inc.This is a full-time position in our Jacksonville, FL office. As a Financial Operations Specialist, you will be responsible for processing incoming loan packages from clients across the nation.You will work closely with underwriting...
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Senior Mortgage Collector
6 days ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeTriad Financial Services Inc. Seeks Bilingual Mortgage CollectorAbout Us: As a reputable and profitable company, Triad Financial Services Inc. is committed to delivering exceptional financial services. We are currently seeking a dedicated Bilingual Mortgage Collector (Spanish - English Speaking) to join our team.Job Summary: This role involves generating...
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Financial Document Specialist
6 days ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeTriad Financial Services Inc. is a leading provider of financial services and solutions, serving clients worldwide.We are seeking a highly motivated and skilled Document Specialist to join our growing team in Jacksonville, FL 32224, USA.The estimated salary for this role is $25.01 per hour plus benefits.Job DescriptionThis position involves creating investor...
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Financial Director of Business Development
4 days ago
Jacksonville, Florida, United States First Citizens Bank Full timeOverview: Empowering Growth. First Citizens Bank seeks individuals who aspire to make a meaningful impact in their communities. As a Financial Sales Manager, your primary focus will be on generating new business opportunities through outbound calling activities. You may also collaborate with commercial bankers to provide expertise on business deposits and...
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Service Department Director
6 days ago
Jacksonville, Florida, United States George Moore Chevrolet Full timeAbout the RoleWe are seeking a highly skilled Service Department Director to join our team at George Moore Chevrolet.Job SummaryThe Service Department Director will be responsible for leading the service department in achieving maximum production, controlling costs, and maintaining good employee relationships. This individual will also set and obtain sales...
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Financial Services Representative
7 days ago
Jacksonville, Florida, United States SoFi Full timeCompany Overview">At SoFi, we're shaping a brighter financial future with our members. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. Our industry is going through an unprecedented transformation, and we're at the forefront.">Compensation and...
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Financial Services Professional
7 days ago
Jacksonville, Florida, United States Fidelity TalentSource LLC Full timeCompany OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of its clients. The organization helps people invest and plan for their future, assists companies and non-profit organizations in delivering benefits to their employees, and provides institutions and independent advisors with investment and...
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Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob Summary:Triad Financial Services Inc. is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Document Specialist to join our team.Key Responsibilities:• Create investor packages with appropriate documents.• Determine loan level risk and salability.• Audit documents to...
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Senior Financial Service Professional
5 days ago
Jacksonville, Florida, United States RADIFI FEDERAL CREDIT UNION Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Service Professional to join our team at RadiFi Federal Credit Union. This individual will serve as a resource within our branch network, providing exceptional member service and promoting financial wellness through consultative needs-based approaches.Key ResponsibilitiesProvide personalized...
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Financial Services Representative
7 days ago
Jacksonville, Florida, United States TurboDebt Full timeTurboDebt is a dynamic debt relief solutions provider seeking an experienced Sales Account Executive. This role requires strong communication and interpersonal skills, as well as the ability to engage and influence clients. As a key player in our sales department, you will be responsible for developing and maintaining relationships with potential clients...
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Financial Compliance Specialist
6 days ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob OverviewTriad Financial Services Inc. is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled RESPA Disclosure Support Specialist to join our growing team.About the RoleThis position is responsible for ensuring that all Real Estate Settlement Procedures Act (RESPA) disclosures...