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4 results for Portfolio Manager in Boca Raton, FL

Portfolio Assistant

Miami, FL
onsite
Permanent / Full Time
40000 - 45000 USD / Yearly
We are seeking a reliable, professional, and detail-oriented Bilingual Receptionist (English/Spanish) to join our team in an on-site capacity at our office in the Shenandoah area (east of Coral Gate). This role requires strong organizational skills, the ability to prioritize effectively, and a proactive approach to supporting daily office operations. Our office provides accounting support for long standing clients. Key Responsibilities:<ul><li>Greet and assist visitors while providing excellent front-desk support</li><li>Manage incoming calls, emails, and correspondence in both English and Spanish</li><li>Maintain and coordinate calendars, appointments, and meeting schedules</li><li>Receive, log, and distribute packages and deliveries</li><li>Complete daily and weekly administrative checklists accurately and on time</li><li>Oversee and coordinate the schedule of a company driver, ensuring efficiency and timeliness</li><li>Utilize Excel for tracking, reporting, and basic data management</li></ul> This is a full-time, on-site position ideal for someone who thrives in a structured, fast-paced environment and takes pride in keeping operations running smooth operations. QUALIFIED AND INTERESTED CANDIDATES PLEASE APPLY AND THEN CALL STEFANIE FURNISS 786-897-7903
2026-05-11T00:00:00Z

IT Project Manager

Delray Beach, FL
onsite
Temporary / Contract
0 - 0 USD / Yearly
The IT Project Manager will own delivery of large-scale, complex technology projects (application development, cloud migrations, platform modernizations, enterprise integrations) from inception through production rollout. You will drive clarity, alignment, and execution across engineering, product, security, and business teams while keeping scope, budget, and timelines under control. Key Responsibilities:<ul><li>Lead planning and execution of large, multi-quarter IT projects or concurrent complex initiatives</li><li>Define and lock project scope, objectives, milestones, deliverables, and success criteria in collaboration with stakeholders</li><li>Build and maintain detailed project schedules, resource plans, and RAID (risks, actions, issues, decisions) logs</li><li>Facilitate cross-functional alignment: run stand-ups, steering committees, and workshops with developers, architects, analysts, security, QA, and business sponsors</li><li>Proactively identify, mitigate, and escalate risks and dependencies</li><li>Own project financials: create budgets, track spend, manage POs/change orders, and deliver within approved funding</li><li>Implement and tailor project management frameworks (Agile, Scrum, Kanban, or hybrid) to fit team and project needs</li><li>Produce clear status reporting (executive dashboards, burndowns, milestone reviews) for leadership and stakeholders</li><li>Drive retrospectives and continuous improvement of delivery processes</li><li>Ensure compliance, security, and governance gates are met without slowing velocity</li></ul>
2026-04-24T00:00:00Z

Project Accountant

Miami, FL
onsite
Permanent / Full Time
80000 - 95000 USD / Yearly
We are looking for an experienced Family office Bookkeeper to join our team in Miami, Florida in Coral Gables. This role is ideal for someone with a strong background in working with High Net Worth Individuals and managing their accounting and financial projects. The successful candidate will oversee financial aspects for the family trusts, monthly and annual budgets, and track expensing. THIS IS AN ONSITE ROLE with salary and benefits. Responsibilities:• Prepare and maintain accurate financial records for multiple construction and commercial projects.• Analyze project costs and budgets to ensure alignment with financial goals.• Manage accounts payable and receivable processes related to ongoing projects.• Collaborate with project managers to track and report on financial progress.• Ensure compliance with internal accounting policies and industry regulations.• Utilize software such as Yardi Voyager a PLUS. • Monitor and reconcile financial discrepancies across multiple properties.• Generate detailed financial reports for stakeholders and senior management.• Coordinate with external auditors during project reviews.• Travel to various project sites to oversee financial operation QUALIFIED CANDIDATES SHOULD APPLY AND REACH OUT TO STEFANIE FURNISS 786-897-7903
2026-04-16T00:00:00Z

Finance Manager (Hybrid 3 days Remote Aventura)

Miami, FL
onsite
Permanent / Full Time
90000 - 105000 USD / Yearly
We are looking for a Finance Manager to lead accounting operations and reporting of the US Hub to a globally recognized brand located in Aventura, Florida. Location: Aventura, FLSchedule: Hybrid 3 days Remote (once acclimated)M-F, 8:00-4:30/flexible; Salary $90,000 - $100,000 (some stretch)Bonus: TBDBenefits: generous % Medical paid for Employee, Holidays, 20 days' Vacation; + sick days, 401k+Match and other Employee Perks ! Company Overview: Reputable brand in the beauty, skin and healthcare sector; well recognized as an industry leader of reputable products in Europe, with significant growth plans over North America. This role reports to the US VP of Ops & Finance while working independently in the local office, oversees one staff and collaborates closely with the International HQ. The ideal candidate is hands-on and well balanced in Accounting and Financial reporting, and ready to join a driven culture during an exciting time of business growth plans. Experience reporting to an Int’l HQ is a big plus. Responsibilities:• Direct day-to-day accounting activities, including oversight of payables, receivables review, and timely execution of high-priority payments within the U.S. time zone.• Prepare and post journal entries, manage ledger activity, and ensure transactions are properly classified and recorded.• Complete bank and account reconciliations while analyzing balance sheet and income statement activity for accuracy and consistency.• Produce financial statements and support the monthly close cycle by delivering reliable reporting to corporate stakeholders.• Evaluate budget-to-actual results, investigate variances, and provide clear explanations to leadership.• Develop recurring and ad hoc reports related to cash flow, profit and loss, and other financial performance metrics.• Partner with supply chain and other internal teams to resolve cost discrepancies, freight-related issues, and inventory reconciliation matters.• Coordinate audit and tax support materials for external advisors and help ensure documentation is complete and well organized.• Strengthen internal controls, uphold compliance with U.S. accounting requirements, and identify opportunities to streamline financial processes.
2026-05-10T00:00:00Z