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6 results for Portfolio Manager in Boca Raton, FL

IT Project Manager
  • Miami, FL
  • onsite
  • Temporary
  • 0 - 0 USD / Yearly
  • <p>We are seeking a Technical Project Manager responsible for planning, executing, and finalizing projects according to deadlines and budget. This includes acquiring resources, coordinating team efforts, and managing stakeholder expectations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead cross-functional teams on technology initiatives, ensuring alignment with business objectives.</li><li>Develop project schedules, budgets, and resource plans; manage scope, risks, and deliverables throughout the project lifecycle.</li><li>Monitor progress and report project status using key metrics, delivering regular updates to stakeholders.</li><li>Foster collaboration among team members, vendors, and business users, resolving issues and removing roadblocks as needed.</li><li>Promote best practices, including agile methodologies (e.g., Scrum, Kanban), and continuous improvement strategies on digital transformation projects.</li><li>Ensure full compliance with project standards, quality assurance, and regulatory requirements</li></ul><p><br></p>
  • 2026-02-27T00:00:00Z
Property Accounting Manager
  • Boynton Beach, FL
  • onsite
  • Permanent
  • 90000 - 110000 USD / Yearly
  • <p>Partner closely with accounting team to support day‑to‑day accounting operations and provide guidance on transactional activity. Join regular client calls to present financial updates, insights, and reporting.</p><p>Prepare and maintain all core financial reports for clients, including:</p><ul><li>Balance Sheets</li><li>Income Statements</li><li>Trial Balance &amp; General Ledger</li><li>Cash Flow Statements</li><li>Budget-to-Actual reports</li><li>CAM reconciliations and recovery analyses</li></ul><p>Work with Project Managers and lenders to assemble, submit, and track construction draw packages. Assist with year‑end processes, including 1099 filings, tax prep, and audit support. Maintain strong, positive working relationships with clients and internal team members.</p>
  • 2026-02-27T00:00:00Z
Project Accountant
  • West Palm Beach, FL
  • onsite
  • Permanent
  • 70000 - 90000 USD / Yearly
  • <p>The Project Accountant plays a key role in supporting project financials by tracking costs, monitoring budgets, and ensuring accurate reporting throughout the project lifecycle. This role partners closely with Project Managers, Operations, and Finance leadership to maintain financial visibility and support timely decision‑making.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Project Financial Management</strong></p><ul><li>Set up new projects in the ERP system, including budgets, job codes, and billing terms.</li><li>Monitor project costs, commitments, and variances against budget.</li><li>Prepare monthly project financial reports and dashboards for management.</li><li>Support forecasting of project revenue, margins, and cash flow.</li></ul><p><strong>Billing &amp; Revenue</strong></p><ul><li>Prepare and submit customer invoices (progress billing, T&amp;M, milestone‑based, etc.).</li><li>Ensure revenue is recognized in accordance with company policy and GAAP.</li><li>Track change orders and ensure financial documentation is updated.</li></ul><p><strong>Cost Tracking</strong></p><ul><li>Review labor, materials, subcontractor invoices, and overhead allocations.</li><li>Reconcile job cost details and correct coding discrepancies.</li><li>Assist with procurement tracking and compare POs vs. actual spend.</li></ul><p><strong>Compliance &amp; Controls</strong></p><ul><li>Maintain accurate project records and support internal/external audits.</li><li>Ensure compliance with contract terms, billing schedules, and documentation requirements.</li><li>Support month‑end close activities related to projects (accruals, WIP schedules, journal entries).</li></ul><p><strong>Collaboration</strong></p><ul><li>Work closely with Project Managers to review financial performance and drive corrective actions.</li><li>Communicate project financial status, risks, and opportunities.</li></ul>
  • 2026-03-24T00:00:00Z
Project Accountant
  • Miami, FL
  • onsite
  • Permanent
  • 80000 - 95000 USD / Yearly
  • <p>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. </p><p><br></p><p>Responsibilities:</p><p>• Prepare and maintain accurate financial records for multiple construction and commercial projects.</p><p>• Analyze project costs and budgets to ensure alignment with financial goals.</p><p>• Manage accounts payable and receivable processes related to ongoing projects.</p><p>• Collaborate with project managers to track and report on financial progress.</p><p>• Ensure compliance with internal accounting policies and industry regulations.</p><p>• Utilize software such as Yardi Voyager a PLUS. </p><p>• Monitor and reconcile financial discrepancies across multiple properties.</p><p>• Generate detailed financial reports for stakeholders and senior management.</p><p>• Coordinate with external auditors during project reviews.</p><p>• Travel to various project sites to oversee financial operation</p><p><br></p><p><strong>QUALIFIED CANDIDATES SHOULD APPLY AND REACH OUT TO STEFANIE FURNISS 786-897-7903</strong></p>
  • 2026-03-03T00:00:00Z
IT ERP Project Manager
  • Fort Lauderdale, FL
  • onsite
  • Temporary
  • 0 - 0 USD / Yearly
  • <p>The IT ERP Project Manager is responsible for planning, leading, and executing enterprise resource planning (ERP) projects across finance, supply chain, operations, HR, and other business functions. This role ensures successful deployment, enhancement, and integration of ERP systems by coordinating cross‑functional teams, managing project scope, and aligning technology solutions to business requirements. The position combines strong project management discipline with deep ERP functional and technical knowledge.</p><p>Key Responsibilities</p><p><strong>Project Leadership &amp; Delivery</strong></p><ul><li>Lead end‑to‑end ERP implementation, upgrade, and enhancement projects, ensuring they meet scope, schedule, and quality targets.</li><li>Define project roadmaps, timelines, dependencies, resource requirements, and budgets.</li><li>Coordinate all phases of the project lifecycle, including planning, requirements gathering, design, testing, deployment, and post‑go‑live support.</li><li>Facilitate communication between IT, business stakeholders, vendors, and system integrators.</li></ul><p><strong>ERP Functional &amp; Technical Oversight</strong></p><ul><li>Translate business requirements into ERP configurations, workflows, integrations, and data models.</li><li>Oversee design decisions relating to modules such as Finance (AP/AR/GL), Supply Chain, Manufacturing, Procurement, HR/Payroll, CRM, and Reporting.</li><li>Manage system integrations with third-party applications (API, EDI, and middleware).</li><li>Ensure proper data migration processes, cleansing, validation, and cutover execution.</li></ul><p><strong>Risk, Compliance &amp; Quality Management</strong></p><ul><li>Identify project risks, define mitigation plans, and ensure escalation processes are followed.</li><li>Maintain documentation including project plans, change requests, test scripts, training materials, and SOPs.</li><li>Support SOX, audit, cybersecurity, and data privacy requirements relevant to ERP operations.</li></ul><p><strong>Stakeholder Engagement &amp; Change Management</strong></p><ul><li>Engage business leaders to prioritize features, manage expectations, and ensure solution alignment with strategic goals.</li><li>Lead UAT cycles, training sessions, and go‑live readiness assessments.</li><li>Coordinate change management activities to drive adoption and minimize business disruption.</li></ul><p><strong>Operational Support</strong></p><ul><li>Provide oversight for ERP support processes, issue resolution, and continuous improvement initiatives.</li><li>Monitor system usage and performance, identifying opportunities to optimize workflows and automate manual processes.</li></ul><p><br></p>
  • 2026-03-13T00:00:00Z
IT ERP Project Manager
  • Miami, FL
  • onsite
  • Temporary
  • 0 - 0 USD / Yearly
  • <p>The IT ERP Project Manager is responsible for planning, leading, and executing enterprise resource planning (ERP) projects across finance, supply chain, operations, HR, and other business functions. This role ensures successful deployment, enhancement, and integration of ERP systems by coordinating cross‑functional teams, managing project scope, and aligning technology solutions to business requirements. The position combines strong project management discipline with deep ERP functional and technical knowledge.</p><p>Key Responsibilities</p><p><strong>Project Leadership &amp; Delivery</strong></p><ul><li>Lead end‑to‑end ERP implementation, upgrade, and enhancement projects, ensuring they meet scope, schedule, and quality targets.</li><li>Define project roadmaps, timelines, dependencies, resource requirements, and budgets.</li><li>Coordinate all phases of the project lifecycle, including planning, requirements gathering, design, testing, deployment, and post‑go‑live support.</li><li>Facilitate communication between IT, business stakeholders, vendors, and system integrators.</li></ul><p><strong>ERP Functional &amp; Technical Oversight</strong></p><ul><li>Translate business requirements into ERP configurations, workflows, integrations, and data models.</li><li>Oversee design decisions relating to modules such as Finance (AP/AR/GL), Supply Chain, Manufacturing, Procurement, HR/Payroll, CRM, and Reporting.</li><li>Manage system integrations with third-party applications (API, EDI, and middleware).</li><li>Ensure proper data migration processes, cleansing, validation, and cutover execution.</li></ul><p><strong>Risk, Compliance &amp; Quality Management</strong></p><ul><li>Identify project risks, define mitigation plans, and ensure escalation processes are followed.</li><li>Maintain documentation including project plans, change requests, test scripts, training materials, and SOPs.</li><li>Support SOX, audit, cybersecurity, and data privacy requirements relevant to ERP operations.</li></ul><p><strong>Stakeholder Engagement &amp; Change Management</strong></p><ul><li>Engage business leaders to prioritize features, manage expectations, and ensure solution alignment with strategic goals.</li><li>Lead UAT cycles, training sessions, and go‑live readiness assessments.</li><li>Coordinate change management activities to drive adoption and minimize business disruption.</li></ul><p><strong>Operational Support</strong></p><ul><li>Provide oversight for ERP support processes, issue resolution, and continuous improvement initiatives.</li><li>Monitor system usage and performance, identifying opportunities to optimize workflows and automate manual processes.</li></ul><p><br></p>
  • 2026-03-13T00:00:00Z