Senior Financial Manager
2 days ago
Empowering individuals, families, and businesses with tailored financial solutions is at the heart of our mission. As a Family Office for our clients, we provide comprehensive financial planning, investment management, tax strategies & preparation, and insurance services to support their unique goals.
We serve small to mid-sized businesses as a Virtual CFO, delivering expert guidance in accounting, tax preparation, IRS audit, payroll, business formation, qualified retirement plans, financial reporting, and cash flow management. Our approach is holistic and client-centered, focusing on meaningful conversations to understand our clients' aspirations and develop a financial roadmap aligned with their personal and financial objectives.
With decades of combined experience, our team brings a wealth of knowledge to each partnership, guiding clients toward financial security and lasting peace of mind. We are not just advisors; we are partners on your journey, committed to providing stability and confidence for your family and business.
In this role, you will have significant opportunities for advancement within a fast-growing company. Your salary will be negotiable based on experience and desire to move up within the organization. You will also be eligible for a bonus based on overall profitability of the global organization and personal performance in the Accounting & Tax Division. Full benefits are available, including health, dental, and eye care; life insurance; disability insurance; paid time off; health savings account; and more. After 12 months, you will be eligible for a 401(k) with company match.
Your responsibilities will include leading teams of accountants, tax preparers, bookkeepers, and relationship managers. You will participate in company strategic planning discussions with senior leadership team, manage relationships with top corporate and individual clients, and perform fractional CFO services for our top small and medium-sized business clients. You will prepare financial reports, cash flow forecasting, budgets, and other financial reports for our business clients, and review tax returns and bookkeeping prepared by others within the company for accuracy and adherence to Generally Accepted Accounting Principles.
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Senior Financial Manager
1 week ago
Fort Myers, Florida, United States cesna Full timeAt Cesna, we are seeking a highly skilled Senior Financial Manager to lead our accounting and finance operations. As a key member of our team, you will be responsible for managing the capital request and budgeting processes, developing performance measures and monitoring systems that support our company's strategic direction, and maintaining detailed cash...
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Senior Financial Planning Professional
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Senior Financial Manager
2 days ago
Fort Lauderdale, Florida, United States Jobot Full timeJob Description:Are you an accomplished Senior Financial Manager eager to take on a new challenge? We're a rapidly growing Retail organization based in Fort Lauderdale, Florida, seeking a highly skilled Senior Financial Manager to lead our finance team. This role involves developing and executing strategic financial plans and forecasts to drive business...
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Senior Fiduciary Financial Advisor
3 weeks ago
Fort Myers, Florida, United States Finemark National Bank Full time**Job Summary**We are seeking a highly skilled Senior Fiduciary Financial Advisor to join our team at Finemark National Bank. In this role, you will be responsible for managing and administering complex trust relationships, providing exceptional client service, and ensuring compliance with regulatory requirements.Key Responsibilities:Administer trust...
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Senior Investment Portfolio Manager
1 day ago
Fort Myers, Florida, United States Finemark National Bank Full timeJob Description:We are seeking a highly skilled Senior Investment Portfolio Manager to join our team at FineMark National Bank & Trust.About the Role:This is a senior-level position responsible for managing investment portfolios for high net worth individuals and families. The successful candidate will have extensive experience in portfolio management,...
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Financial Planning Specialist
3 weeks ago
Fort Lauderdale, Florida, United States Creative Financial Staffing Full timeSenior Financial Analyst Opportunity in Ft. LauderdaleWe are seeking a highly skilled Senior Financial Analyst to join our team at Creative Financial Staffing in Ft. Lauderdale.The estimated salary for this role is $80,000 - $110,000 per year, depending on experience.About the RoleThis is a fantastic opportunity to work with a well-established organization...
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Senior Sales and Business Development Manager
3 weeks ago
Fort Lauderdale, Florida, United States Creative Financial Staffing Full timeAbout the RoleWe are seeking a highly motivated and experienced Senior Sales and Business Development Manager to join our team in Fort Lauderdale, FL. In this role, you will be responsible for developing new accounts and growing existing relationships with clients in the financial services industry.Key ResponsibilitiesDevelop and execute sales strategies to...
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Senior Trust Portfolio Manager
3 weeks ago
Fort Myers, Florida, United States Finemark National Bank Full timeJob SummaryWe are seeking an experienced Senior Trust Portfolio Manager to join our team at Finemark National Bank. This is a senior-level position that requires a high level of expertise in managing complex financial portfolios and trust relationships.About the RoleThe successful candidate will be responsible for managing and administering trust accounts,...
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Senior Financial Planner
4 weeks ago
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Lead Financial Operations Specialist
3 weeks ago
Fort Lauderdale, Florida, United States Creative Financial Staffing Full timeSenior Staff Accountant - Opportunity to excel in a dynamic organization located in Boca Raton, Florida.Why this Senior Staff Accountant role?This company prioritizes support, mentorship, and community, ensuring that you feel valued and part of a team. Our client offers a 401K match and excellent benefits to support your financial well-being.Responsibilities...
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Financial Portfolio Manager
3 weeks ago
Fort Myers, Florida, United States Finemark National Bank Full timeJob OverviewWe are seeking a highly skilled Financial Portfolio Manager to join our team at FineMark National Bank & Trust. As a key member of our wealth management team, you will be responsible for managing client portfolios and developing meaningful relationships with our clients.About the RoleThe successful candidate will have a strong background in...
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Financial Services Professional
3 weeks ago
Fort Myers, Florida, United States Jobot Full timeA challenging opportunity has arisen for a skilled Audit Senior Associate to join our finance team at Jobot. As a trusted advisor, you will be responsible for leading and managing audit engagements, providing financial analysis, and consulting services to our diverse client base.With a strong background in accounting, finance, or a related field, you will...
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Senior Investment Manager
1 week ago
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Fort Myers, Florida, United States Discovery Senior Living Full timeOverviewAt Discovery Senior Living, we are seeking a compassionate and skilled Caregiver to provide high-quality care to our homebound seniors in Fort Myers, FL. As a valued member of our team, you will play a critical role in ensuring the well-being and dignity of our clients.Job SummaryThis is a full-time opportunity to work as a caregiver for seniors in...
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Fort Myers, Florida, United States Oakwood Capital Full timeCompelling Opportunity for Senior LeadershipWe are seeking a highly motivated and accomplished Executive Vice President of Financial Operations to join our dynamic team at Oakwood Capital.This esteemed role offers a unique blend of leadership, strategy, and operational expertise, presenting a significant opportunity for advancement within a fast-growing...
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Executive Director of Financial Strategy
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Fort Myers, Florida, United States Oakwood Capital Full timeOakwood Capital is a leading provider of tailored financial solutions for individuals, families, and businesses.Our team of experts is committed to empowering clients with comprehensive financial planning, investment management, tax strategies & preparation, and insurance services designed to support every facet of their financial lives.We serve as a trusted...
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Dining Services Manager
3 weeks ago
Fort Myers, Florida, United States Discovery Senior Living Full timeAbout Discovery Senior LivingDiscovery Senior Living is a family of companies that includes multiple brands and divisions. Our management team has three decades of experience in developing, building, marketing, and managing senior-living communities across the United States.Career OpportunitiesCompetitive wages and salariesAccess to wages before...
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Senior IT Infrastructure Specialist
1 month ago
Fort Myers, Florida, United States Cross River Full timeOverviewCross River is a pioneering financial technology company, dedicated to powering the future of financial services. As a Senior IT Infrastructure Specialist, you will play a crucial role in shaping the infrastructure that propels access, inclusion, and the democratization of financial services. Our comprehensive suite of innovative and scalable...
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Financial Planning Manager
3 days ago
Fort Lauderdale, Florida, United States Jobot Full timeJob Description:We are seeking an experienced Financial Planning Manager to join our team. This is a fantastic opportunity for a senior finance leader to take on a key role in shaping the financial strategy of our company.About the Role:Develop and execute strategic financial plans and forecasts to drive business growth and profitability.Oversee the...
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Vehicle Sales and Financial Manager
1 week ago
Fort Myers, Florida, United States Sam Galloway Ford-Lincoln Full timeVehicle Sales and Financial ManagerGalloway Ford-Lincoln is seeking an experienced Vehicle Sales and Financial Manager to join our team. In this role, you'll be responsible for managing the sales process, from initial contact to final sale, while ensuring compliance with regulatory requirements.Key Responsibilities:- Develop and implement sales strategies to...