7 finance jobs found in Jacksonville

Job Description Reporting to the Senior Vice President, Treasurer, the Director of Treasury & Investments is responsible for oversight of both the Treasury and Investments functions. Provide general financial oversight, with particular attention to planning, budgeting, and reporting on the operational cash position and investment portfolio, with particular attention to corporate liquidity and risk management related to the company's financial activities. Direct oversight of a team responsible for processing daily cash and investments transactions. Coordinate information flow between finance, treasury, accounting, tax, custodian banks, and third-party investment managers. Review investment reports, portfolio analytics, and market updates and support oversight of portfolio positioning, duration management, and credit exposure.  Duties and Responsibilities for Treasury: Support the Treasurer in managing liquidity, cash forecasting, capital deployment, capital planning...

Job Description: The Financial Analyst – Treasury & Investments is responsible for a variety of duties within both the Treasury and Investments functional areas. At the high level, these can be categorized as supporting investment accounting, investment portfolio oversight and analysis, daily treasury processes, and assisting in the building and maintenance of various spreadsheets needed throughout the group. The Financial Analyst – Treasury & Investments works closely with the internal Treasury & Investments team to help ensure accuracy and efficiency in financial reporting process, payment process, and all data, reporting, and analysis surrounding the investment portfolio. The role will have substantial interaction with both other departments within the Company (including but not limited to finance, accounting, tax, internal audit, underwriting, claims, legal, and IT) as well as various external parties (banking partners, investment advisors, etc.).  Duties and...

The Business Relationship Manager is responsible for building and maintaining positive relationships with internal and external customers, understanding the complex nature of the company’s business and products offered, and aligning business and system requirements for receipt and processing of bordereau files for sales/cancels and/or claims.  Complete processing reconciliations to include research and resolution of differences and applying and tracking receivables.  The Business Relationship Manager pro-actively manages the overall operational relationship with MGA’s/customers/accounts and is a trusted partner working directly with our Sales, Underwriting, and Financial teams.  Minimum Qualifications: Bachelor’s Degree in Accounting and/or Business, Computer Science, Information Systems or equivalent work experience. At least 3 years of experience in account management, client relations, or operation support within insurance, finance or related industry. Primary Job...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Commercial Lines Account Manager to join our growing team in Jacksonville, FL!   The Commercial Lines Account Manager is responsible for servicing commercial insurance accounts by reviewing renewals, processing policy documents, responding to client requests, ensuring compliance with underwriting guidelines, and maintaining strong relationships with clients, carriers, and internal teams. How You Will Contribute:   Process daily mail, including faxes and e-mail, for assigned accounts Answer and process all telephone requests for assigned accounts Enter all required data into system to maintain current file data on all assigned accounts Review commercial applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the company’s...

Our Account Managers are the liaisons between our clients and the rest of the organization, exclusively focused on the success and profitability of our partnerships, while ensuring the best experience for our clients and mutual customers. Account Managers accomplish this through delivering on their core objectives and responsibilities. In addition, they are responsible for ensuring the Sales team has the tools and resources needed to achieve current and future revenue targets. A successful Account Manager is: Service-oriented – ready to go the extra mile for their clients. Strategic – doesn't get trapped in the weeds, understands the bigger picture. Proactive – does not wait to act but is in charge. Empathetic – deeply understand the goals, drivers, and needs of others. Minimum Qualifications: Bachelor’s Degree or equivalent work experience. 2 – 5 years experience in an Account Management, Client Success, or Relationship Management environment....

The Senior Staff Accountant manages commission statements, reconciles accounts, and resolves discrepancies. Oversees premium and commission receivables, coordinating payments with clients, accounts, and agents. Prepares and validates journal entries for financial reporting, supports audits, and analyzes commission-related variances. Builds strong relationships with internal and external stakeholders while collaborating with Sales, Underwriting, and Finance teams to ensure accuracy in commission processes. Minimum Qualifications: Bachelor's degree in Accounting or equivalent work experience. At least 5 years of accounting experience required. Insurance industry experience preferred. Basic understanding of profit share or retrospective commissions. Primary Job Functions: Account reconciliations including resolution of reconciling items Maintain a list of all aged account receivable balances by associated client, account, or agent Running periodic reports,...

Job Summary: Prepares a range of journal entries to records various financial activity for the period. Responsible for the preparation of financial statements including balance sheet, income statements, disclosures and other supporting and supplemental schedules and exhibits for regulatory filings. Reports organization's finances to management and assists in budget forecasts. Primary Job Functions: Preparation of monthly, quarterly and annual closing statements and reports, including written premium, losses and income. Running periodic financial reports, including monthly and quarterly analytics as assigned, including research of variances. Preparation of financial statements and account reconciliations. Responsible for monthly closing process and reporting. Respond to audit requests including insurance departments inquiries. Responsible for coordinating and leading efforts to complete special projects as requested. Directly accountable for the preparation...