<p>We are looking for a Financial Analyst/Manager in Lakewood Ranch, Florida. This position focuses on evaluating project performance, building detailed financial insights, and helping leadership make well-informed investment decisions. The role offers the opportunity to contribute to forecasting, transaction analysis, and process enhancements that strengthen financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Monitor the financial results of active projects and identify key trends affecting overall performance.</p><p>• Develop sophisticated financial models that assess cash flow scenarios, ownership structures, and expected returns.</p><p>• Prepare analytical materials and investment summaries to support review of prospective opportunities by senior decision-makers.</p><p>• Produce recurring project forecasts and help coordinate capital planning activities, including funding requirements.</p><p>• Analyze monthly budget-to-actual results and explain material variances across developments and investments.</p><p>• Conduct targeted financial reviews for potential acquisitions, developments, or other strategic transactions as needed.</p><p>• Recommend and implement improvements that streamline workflows, increase automation, and enhance reporting efficiency.</p><p>• Provide financial analysis and decision support to senior executives on project and investment matters.</p><p><br></p><p>This is a permanent position. If you are interested, please reach out to Zoe Slater.</p>
<p>We are seeking a<strong> licensed CPA Tax Manager</strong> for a boutique accounting firm dedicated to serving ultra-high-net-worth (UHNW) families and individuals. They specialize in sophisticated income tax planning and generational wealth transfer strategies. We are seeking a growth-oriented, driven professional who can work both independently and collaboratively. In this role, you will lead complex technical tasks while delivering the "white-glove" service our clients expect and deserve. Because delivering this level of excellence requires sharp, focused minds, we intentionally manage our client roster to ensure our team never faces the grueling 80-hour work weeks typical of tax season. <strong>This is a possible contract-to-hire opportunity.</strong></p><p><br></p><p><strong>Role Overview</strong></p><p>The Tax Manager will oversee all aspects of the tax planning, preparation, and review process for their assigned client base. You will lead complex tax research projects, manage client compliance and reporting, and act as a trusted advisor. </p><p><br></p><p><strong><u>Key Responsibilities </u></strong></p><p>• Tax Review & Preparation: Review complex individual, business, and trust tax returns. Prepare highly complex returns as needed. </p><p>• Strategic Planning: Prepare tax projections and proactively identify tax-saving opportunities for UHNW/HNW clients. </p><p>• Project Management: Organize workflows, prioritize engagements, and ensure all statutory deadlines are met efficiently and accurately. </p><p>• Research & Analysis: Perform high-level tax research, document potential issues within returns and workpapers, and assess legislative proposals through a strategic tax lens. </p><p>• Cross-Functional Collaboration: Collaborate with personnel throughout the company to obtain, analyze, and synthesize data for seamless tax compliance. </p><p>• Team Leadership: (Optional but recommended) Mentor, train, and provide technical guidance to junior tax staff and seniors.</p>
We are looking for an experienced Revenue Cycle Director to lead front-end financial operations for a healthcare organization in Florida. This contract position with the potential to become permanent is well suited for a leader who can strengthen patient financial clearance, improve reimbursement outcomes, and reduce obstacles that may delay access to care. The person in this role will guide teams responsible for insurance verification, authorizations, referrals, and intake while helping create efficient, compliant workflows that support long-term financial performance.<br><br>Responsibilities:<br>• Direct daily operations related to financial clearance, benefits verification, and patient access activities to support accurate reimbursement and timely care delivery.<br>• Oversee authorization and utilization review coordination to help ensure services are approved appropriately and claims issues are minimized before treatment begins.<br>• Lead referral and intake workflows, ensuring information is captured correctly and routed efficiently to support a smooth onboarding experience.<br>• Monitor data accuracy across revenue cycle processes and partner with operational teams to address documentation gaps that could affect billing or collections.<br>• Manage and develop supervisory staff, including leadership support for financial counseling functions, with a focus on accountability, coaching, and performance improvement.<br>• Evaluate existing procedures and implement workflow enhancements that increase productivity, reduce denials, and improve the patient financial experience.<br>• Collaborate with internal stakeholders to resolve complex payer, coverage, and regulatory questions involving Medicaid, Medicare, and commercial insurance plans.<br>• Support revenue cycle initiatives by using reporting, payer tools, and practice management or EMR systems to identify trends and improve operational outcomes.
<p>We are looking for an experienced Sr. Accountant to support core accounting operations for a construction company in Naples, Florida. This position plays a key role in maintaining accurate financial records, overseeing close activities, and ensuring the integrity of general ledger reporting. The ideal candidate brings strong analytical ability, attention to detail, and a solid background in reconciliation and month-end accounting processes.</p><p><br></p><p>Responsibilities:</p><p>• Lead monthly close activities by preparing schedules, reviewing balances, and helping ensure timely and accurate financial reporting.</p><p>• Maintain the general ledger by recording and reviewing financial activity in accordance with accounting standards and company policies.</p><p>• Prepare and post journal entries with clear support and appropriate documentation for recurring and non-recurring transactions.</p><p>• Reconcile balance sheet accounts on a regular basis, investigate discrepancies, and resolve outstanding items efficiently.</p><p>• Perform bank account reconciliations and verify cash activity to support accurate cash reporting and internal control compliance.</p><p>• Analyze financial data and account activity to identify variances, trends, and potential issues requiring follow-up.</p><p>• Assist with process updates, reporting needs, and other accounting initiatives that support the department’s operational goals.</p>