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investment accountant Florida

8 investment accountant jobs found

Brown & Brown
03/22/2026  
Finance Analyst Sr.
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   Finance Analyst SR. to join our growing team in   Daytona Beach, FL!         The Senior FP&A Analyst will work closely with the Director of FP&A and business leaders across the organization to provide financial insight, advanced modeling, and data-driven analysis that supports strategic decision-making. The role contributes to financial planning processes, operational analysis, and initiatives related to organizational design, target operating models, and evolving business structures.     How You Will Contribute:     Consolidate, analyze, and interpret financial data, including budgets, forecasts, and operating results. Support annual budget development, periodic forecasting cycles, and financial planning across multiple business units....
Brown & Brown Daytona Beach, FL, USA Full Time
MarshMcLennan
03/15/2026  
Treaty Reinsurance Broker, LAC
Company: Guy Carpenter Description: Guy Carpenter & Company LLC is seeking candidates for the following full-time position based in the Miami, FL office (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.):                                                 Treaty Reinsurance Broker, LAC We will count on you to: Design new reinsurance programs for clients' needs, placing business with client approved reinsurers. Manage all aspects of new, renewal and prospective reinsurance business including soliciting accounts; preparing and presenting research, financial analysis, client and reinsurer presentations, budget and revenue exhibits; formal documentation execution; and managing accounting, claims, and contract issues. Respond to client queries and concerns, resolving issues promptly. Establish and maintain strong relationships with reinsurers, clients, colleagues, and insurance brokerage...
MarshMcLennan Miami, FL, USA Full Time
Summit
03/12/2026  
Treasury Analyst
Headquartered in the Central Florida city of Lakeland, Summit employs over 700 office and field associates at its main location and regional offices in Baton Rouge, Louisiana, and Gainesville, Georgia. As the people who know workers’ comp, we strive to provide an atmosphere of constant growth and development for our employees.   Summit provides workers’ compensation programs and services to thousands of employers throughout the Southeast.   Summit is a member of Great American Insurance Group, a company that focuses on building relationships and linking people to various career paths. Whether it’s underwriting, claims, accounting, IT, legal, or customer service, Great American Insurance Group combines a small-company entrepreneurial atmosphere with big- company expertise. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where...
Summit Lakeland, FL, USA Full Time
Universal Property & Casualty Insurance Company
01/27/2026  
Senior Accountant
Know your rights Inform yourself of your rights and responsibilities by reviewing the content provided in the list below. Employment Eligibility (e-Verify):  English & Spanish Right to work:  English  /  Spanish It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Overview :   The Senior Accountant will perform key activities related to the monthly closing cycle including reconciliations, journal entries, supporting schedules and consolidations. This position will report to the Accounting Manager and interact with other members of Finance and Internal Audit.    Essential Job Functions Reconcile ACH transactions Reconcile bank accounts Reconcile investments Reconcile data between various systems Run system reports utilized in closing cycle Maintain and update schedules needed for closing cycle Assist with monthly analysis...
Universal Property & Casualty Insurance Company Fort Lauderdale, FL, USA Full Time
Brown & Brown
01/27/2026  
Head of Finance - Captives
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Head of Finance – Captives is a strategic financial leader responsible for shaping the vision, governance, and financial direction of the organization’s captive insurance operations. This role drives long-term value by ensuring regulatory compliance, optimizing financial performance, and aligning captive strategies with overall business objectives, while collaborating closely with executive leadership, risk management, and external advisors. How you will contribute : Establish, monitor, and continuously enhance internal control frameworks and financial governance practices to ensure accuracy, safeguard assets, mitigate risk, and support compliance with accounting standards, regulatory requirements, and audit expectations. Direct the preparation, review, and submission of GAAP and statutory financial statements for captive...
Brown & Brown Daytona Beach, FL, USA Full Time
MarshMcLennan
12/14/2025  
Tax Advisor
Company: Mercer Description: We are seeking a talented individual to join our NZ Fund Services team at Mercer. This role will be based in Wellington or Auckland.  This is a hybrid role and Mercer offers flexible working Tax Advisor We will count on you to: Support the NZ Tax Manager with tax compliance responsibilities across Mercer Funds in New Zealand, including income tax and PIE tax compliance. Collaborate with external tax advisors, registry and custodians to ensure accurate tax information and compliance. Review annual income tax provisions, trust distributions, tax statements, and unit pricing tax accruals in line with policies. Ensure Funds operate within relevant tax policies, procedures, and risk management frameworks. Contribute to tax-related initiatives such as new business proposals, fund restructures, and product projects. What you need to have: Tertiary qualifications in business, accounting, tax, law, commerce, or related...
MarshMcLennan Wellington, FL, USA Full Time
Foundation Risk Partners
11/19/2025  
Advus - Investment Analyst
Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Investment  Analyst to their team in Winter Park, FL. Job Summary: Advus Financial Partners is seeking a motivated and detail-oriented Investment Analyst to join our team. This role is ideal for a professional with a strong foundation in financial services who is passionate about delivering high-quality financial planning and investment research. The analyst will work closely with senior investment and operational professionals to support the financial well-being of our clients through thoughtful analysis and execution. The analyst will also be expected to quickly learn and adapt to a variety of financial software platforms and tools, making strong technological literacy and a proactive learning mindset essential for success. Essential Functions: Financial Planning Support: Assist in the preparation and refinement of comprehensive...
Foundation Risk Partners Winter Park, FL, USA
Foundation Risk Partners
06/10/2025  
Client Relationship Manager-Retirement Services
Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Relationship Manager-Retirement Services to their  Advus  team in Winter Park, FL. Location: Remote (Must reside in EST timezone) Job Summary: In this r ole, you will provide comprehensive relationship management support to our Retirement Plan Advisors, ensuring the seamless delivery of high-quality 401(k) and other retirement plan services to our clients. Your expertise in 401(k) plan design, administration and compliance will be essential in maintaining regulatory standards and offering actionable insights to both advisors and plan sponsors.   Essential Functions: ERISA Compliance and Guidance Serve as an internal ERISA and 401(k) expert, offering ongoing guidance to Retirement Plan Advisors on DOL, IRS, PBGC, and other regulatory standards. Research and analyze complex...
Foundation Risk Partners Winter Park, FL, USA

 

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