<p>We are looking for a skilled Portfolio Manager to join our team in Boca Raton, Florida. In this role, you will oversee investment portfolios, conduct in-depth financial analysis, and develop strategies that align with clients' financial goals and risk tolerance. This position offers an exciting opportunity to work closely with clients and contribute to their long-term financial success.</p><p><br></p><p>Responsibilities:</p><p>• Manage and monitor investment portfolios to ensure alignment with clients' financial objectives.</p><p>• Conduct thorough financial and risk analyses to inform strategic investment decisions.</p><p>• Execute trades and optimize portfolio performance based on market trends and economic conditions.</p><p>• Collaborate with clients to tailor investment strategies to their specific goals and risk tolerance.</p><p>• Stay updated on market trends, regulatory changes, and emerging investment opportunities.</p><p>• Work closely with Estate Planning Attorneys to ensure asset preservation for clients' beneficiaries.</p><p>• Provide clear and effective communication to clients regarding portfolio performance and strategy adjustments.</p><p>• Develop and implement innovative solutions to enhance portfolio management processes.</p><p>• Ensure compliance with all relevant financial regulations and industry standards.</p><p>• Identify and address potential risks within the portfolio to safeguard client investments.</p>
<p>We are looking for an experienced Treasury Manager to join our client's Accounting & Finance team in West Palm Beach, Florida. In this role, you will oversee treasury operations and accounting activities for multiple entities, ensuring accuracy, efficiency, and compliance. You will play a critical role in managing cash flow, tax-related processes, and mitigating financial risks while driving improvements to enhance operational performance.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage accurate cash flow forecasts to support strategic financial planning and decision-making.</p><p>• Monitor daily liquidity and execute borrowing or investment transactions to optimize cash management.</p><p>• Implement and maintain strong internal controls to mitigate financial risks such as interest rate, foreign exchange, and credit risks.</p><p>• Maintain detailed schedules for loans and ensure sufficient cash reserves to meet financial obligations.</p><p>• Administer payment processes, including domestic and international wires, vendor checks, and other transactions.</p><p>• Manage and reconcile bank accounts, credit cards, and other financial accounts across multiple entities.</p><p>• Collaborate with external tax advisors to ensure timely preparation and submission of income and property tax payments.</p><p>• Provide documentation and support for tax-related audits and annual reviews.</p><p>• Identify and implement process improvements to enhance efficiency and compliance within treasury and accounting operations.</p><p>• Build and maintain strong relationships with financial institutions to secure favorable services and access to funds.</p>
We are looking for a Senior Financial Analyst to join our team in Coral Gables, Florida. This role is ideal for an analytical and detail-oriented individual who thrives on delivering meaningful financial insights to support strategic business decisions. The ideal candidate will have a strong background in financial modeling, forecasting, and data analysis.<br><br>Responsibilities:<br>• Design and enhance budgeting and forecasting models to improve financial outcomes across the franchise system.<br>• Examine historical financial data to identify trends and provide actionable recommendations for strategic growth.<br>• Partner with accounting teams to ensure accurate financial reporting and compliance with established standards.<br>• Perform variance analyses and monitor financial key performance indicators (KPIs) to optimize operational efficiency.<br>• Deliver comprehensive financial presentations to senior leadership to inform and shape decision-making processes.<br>• Conduct ad hoc financial analyses to address unique business challenges and opportunities.<br>• Utilize data mining techniques to uncover valuable insights and support data-driven strategies.
We are seeking a detail-oriented and strategic Senior Financial Analyst to join our finance team. In this role, you will be responsible for performing complex financial analysis, supporting strategic decision-making, budgeting, forecasting, and reporting functions. You will collaborate across departments to provide financial insights and improve business performance.<br>________________________________________<br>Key Responsibilities:<br>• Develop, analyze, and maintain detailed financial models to support strategic initiatives and business decisions.<br>• Lead the annual budgeting and quarterly forecasting processes in collaboration with department leaders.<br>• Monitor key financial metrics and provide actionable insights to improve financial performance.<br>• Prepare monthly, quarterly, and annual financial reports and dashboards for senior management.<br>• Perform variance analysis and provide commentary on performance against budget and forecast.<br>• Support financial planning for new projects, investments, and product lines.<br>• Assist with ad-hoc analysis and financial modeling for business development opportunities.<br>• Partner with accounting and operations teams to ensure accurate financial data and reporting.<br>• Identify and implement process improvements in financial planning and analysis.<br>________________________________________<br>Qualifications:<br>• Bachelor’s degree in Finance, Accounting, Economics, or related field (Master’s or MBA preferred).<br>• 4–7 years of experience in financial analysis, FP& A, or a related role.<br>• Strong knowledge of financial modeling, forecasting, and budgeting processes.<br>• Advanced proficiency in Excel; experience with financial software (e.g., SAP, Oracle, Hyperion, Adaptive Insights, or similar).<br>• Strong understanding of accounting principles and financial statements.<br>• Excellent analytical, organizational, and problem-solving skills.<br>• Ability to communicate complex financial information clearly to non-financial stakeholders.<br>• High attention to detail and ability to manage multiple projects under tight deadlines.<br>________________________________________<br>Must haves:<br>• Experience in a large corporation or fast-paced industry.<br>• Familiarity with data visualization tools (e.g., Power BI, Tableau). Advanced EXCEL<br>• Strong skills in financial modeling<br>• Minimum of 4 years of experience as a Financial Analyst
We are looking for an experienced Forensic Accounting Manager to specialize in supporting family law litigation matters. This role requires expertise in areas such as business valuation, financial analysis, and asset tracing, with the opportunity to contribute to complex cases involving marital dissolution. The ideal candidate will bring advanced credentials and a deep understanding of forensic accounting practices within the context of family law.<br><br>Responsibilities:<br>• Conduct valuations of closely held businesses, practices requiring attention to detail, and other marital assets.<br>• Perform detailed forensic financial analyses to uncover hidden assets, income streams, and liabilities.<br>• Develop expert reports and provide testimony during depositions and court proceedings.<br>• Collaborate with attorneys and clients to define case strategies and create financial models.<br>• Evaluate tax returns, financial statements, and other financial documentation relevant to divorce proceedings.<br>• Ensure compliance with standards, ethical guidelines, and regulatory requirements.<br>• Utilize financial software and tools to enhance efficiency and accuracy in forensic analysis.<br>• Manage multiple cases simultaneously while maintaining high attention to detail and meeting deadlines.
<p>We are a diversified investment management firm focused on specialized markets across multiple asset classes, including private equity, venture capital, credit, and structured leasing. The firm manages a growing portfolio of investments and has developed a strong track record of value creation through deep industry expertise, operational excellence, and partnership with management teams.</p><p><strong>Position Summary:</strong></p><p>The Senior Fund Accountant / Accounting Manager will be responsible for maintaining the books, records, and reporting for the ownership entities of a multi-fund investment platform. This includes accounting for investments in the firm’s funds as well as activity across related corporate and partnership entities. The role will evolve to include accounting and reporting for additional funds and affiliated real estate entities.</p><p>This position reports directly to the Head of Accounting and offers the opportunity to take ownership of the accounting function for complex investment structures while improving internal processes and systems.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Record journal entries related to banking, loan, and fund transactions.</li><li>Process bank transfers and wire payments accurately and in a timely manner.</li><li>Redesign and enhance the accounting and reporting process, including:</li><li>Implementing a new accounting system and chart of accounts.</li><li>Developing comprehensive workpapers for both current and historical transactions.</li><li>Create efficient workflows for capital calls, distributions, and investor notices.</li><li>Prepare quarterly financial statements and capital account summaries.</li><li>Lead annual audits and ensure compliance with consolidation and reporting standards.</li><li>Review and interpret legal agreements to identify accounting and cash flow implications.</li><li>Assist with ad hoc projects and provide support for evolving business needs.</li></ul><p><br></p>
<p>We are a leading publicly traded company seeking an experienced <strong>Accounting Manager</strong> to join our finance and accounting team. This role is ideal for a CPA with a strong public accounting background who is looking to take the next step into a leadership role within a corporate environment.</p><p>Key Responsibilities</p><ul><li>Manage the monthly, quarterly, and annual close process, ensuring accuracy and timeliness.</li><li>Oversee preparation and review of financial statements and SEC filings.</li><li>Ensure compliance with GAAP, SOX, and internal controls.</li><li>Coordinate with external auditors and provide necessary support during audit cycles.</li><li>Supervise and mentor accounting staff, fostering professional growth.</li><li>Support process improvements, system implementations, and special projects as the company grows.</li></ul><p><br></p>
<p>We are looking for an experienced Full-Charge Bookkeeper to oversee financial operations and human resources functions for a well-established entity in Jupiter, Florida. This role is essential in ensuring accurate financial reporting, compliance with regulations, and seamless management of accounting, payroll, and HR processes. The ideal candidate will collaborate closely with management to provide valuable insights and maintain the integrity of financial and operational data. This role requires onsite work arrangements M-F - NOT REMOTE. </p><p><br></p><p>Responsibilities:</p><p>• Oversee daily transactional activity and work to prepare monthly financial statements and annual budgets.</p><p>• Review & approve AP/AR entries and supporting schedules related to General Ledger activity.</p><p>• Provide financial forecasts and analyses to assist management in decision-making and strategic planning.</p><p>• Monitor internal controls to protect assets and ensure compliance with laws and industry regulations.</p><p>• Oversee payroll processing, benefits administration, and HR recordkeeping to support organizational needs.</p><p>• Coordinate annual audits and prepare tax filings and other required financial reports.</p><p>• Act as a trusted advisor to management on financial and HR matters, offering strategic insights and recommendations.</p>
<p>We are a boutique SEC-registered investment advisory firm specializing in tax-efficient investment strategies for high-net-worth individuals and families. Our team of 6–10 professionals delivers comprehensive financial planning, portfolio management, and tax-optimized solutions with a personalized approach.</p><p><br></p><p>The Controller will oversee all aspects of the firm’s financial operations, including accounting, reporting, budgeting, and compliance support. This role requires a hands-on, detail-oriented finance professional who can manage daily accounting processes while contributing strategically to operational efficiency and financial planning.</p><p><br></p><p>Responsibilities:</p><p><br></p><ul><li>Manage the firm’s general ledger, journal entries, and month-end close processes.</li><li>Prepare financial statements, budgets, forecasts, and variance analyses.</li><li>Oversee accounts payable, receivable, payroll, and expense tracking.</li><li>Ensure regulatory compliance with SEC and state filing requirements in coordination with the Chief Compliance Officer.</li><li>Maintain internal controls and implement accounting best practices.</li><li>Support external audits and liaise with tax preparers and custodians.</li><li>Assist management with performance metrics, profitability analyses, and cost optimization.</li><li>Partner with leadership on strategic financial initiatives, including tax-efficient investment structures and operational planning.</li></ul><p><strong>INTERESTED AND QUALIFIED CANDIDATES PLEASE APPLY and reach out to Stefanie Furniss 786-897-7903 </strong></p>
<p><strong>About the Role:</strong></p><p> We are seeking a detail-oriented and analytical Financial Analyst to join our team. The role will be responsible for financial modeling, forecasting, and analysis to support business decision-making and strategic growth. The ideal candidate will have strong technical skills and the ability to present insights clearly to management.</p><p><strong>Responsibilities:</strong></p><ul><li>Develop and maintain financial models to support budgeting, forecasting, and business planning</li><li>Analyze financial data and performance metrics to identify trends and variances</li><li>Prepare monthly, quarterly, and annual financial reports for management</li><li>Support strategic initiatives with scenario analysis and ROI evaluations</li><li>Partner with business leaders to provide insights on financial performance and opportunities</li><li>Assist with month-end close, variance analysis, and reconciliations</li><li>Conduct market and industry research to support business decisions</li><li>Ensure accuracy and compliance with accounting standards and company policies</li></ul><p><br></p>
We are looking for a skilled Project Controller, Sr to join our team on a long-term contract basis in Juno Beach, Florida. This position plays a crucial role in overseeing financial and operational reporting at the site level, ensuring accurate accounting practices, and supporting the forecasting and budgeting processes. The ideal candidate will possess a strong background in financial analysis and reporting, with a keen attention to detail and proficiency in tools like Excel to manage data effectively.<br><br>Responsibilities:<br>• Prepare monthly, quarterly, and annual financial reports and capital forecasts to support site-level operations.<br>• Analyze financial data to assist in decision-making and ensure compliance with organizational policies.<br>• Manage day-to-day accounting activities, including journal entries and consolidation of project entities.<br>• Conduct variance analyses to compare actual performance against budgeted figures and identify trends.<br>• Develop and maintain financial models in Excel to forecast project costs and monitor expenditures.<br>• Ensure accurate tracking and reporting of project costs to maintain budgets and forecast end-of-project spending.<br>• Support tax provision preparation and ensure timely reporting on a quarterly basis.<br>• Assist with cost and schedule risk assessments to improve financial planning and project execution.<br>• Prepare comprehensive financial presentations for senior management to aid strategic decision-making.<br>• Administer and interpret accounting policies to ensure compliance with organizational standards.
<p>We are looking for an experienced Controller to join our client's team in West Palm Beach, Florida. In this role, you will oversee all financial operations, including accounting, budgeting, and compliance, ensuring the organization maintains strong fiscal health. This position is ideal for someone with a background in construction finance and a comprehensive understanding of general contracting practices.</p><p><br></p><p>Responsibilities:</p><p>• Lead and supervise the accounting team to ensure accurate and timely financial reporting, including monthly, quarterly, and annual statements.</p><p>• Manage general ledger activities, accounts payable and receivable, payroll processes, and bank reconciliations.</p><p>• Establish and enforce internal controls, financial policies, and procedures to support organizational growth.</p><p>• Monitor and analyze project budgets, job costs, and work-in-progress reports to ensure financial accuracy.</p><p>• Collaborate with project managers, estimators, and owners to maintain real-time cost tracking and forecasting.</p><p>• Oversee subcontractor payments, retainage approvals, and lien release processes.</p><p>• Develop and manage cash flow planning, daily cash reporting, and forecasting to optimize financial performance.</p><p>• Ensure compliance with state and federal tax regulations, licensing requirements, and regulatory filings.</p><p>• Implement and maintain accounting software systems, identifying opportunities for automation and workflow improvements.</p><p>• Support data-driven decision-making by integrating financial systems and processes.</p>
<p>We are looking for an experienced Controller to manage financial operations for a dynamic automotive dealership group in Palm Beach, Florida. This role requires a strategic leader who can ensure accurate financial reporting, maintain compliance, and drive operational efficiency across multiple locations. The ideal candidate will bring expertise in automotive accounting and a strong ability to implement financial controls and improve processes.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and oversee monthly and annual financial statements while ensuring compliance with organizational standards.</p><p>• Establish and monitor internal controls, risk management practices, and compliance across dealership departments, including sales, service, and finance.</p><p>• Conduct in-depth financial analysis to identify trends and provide actionable insights to support strategic decision-making.</p><p>• Supervise and mentor the accounting team to ensure timely processing of accounts payable, accounts receivable, payroll, and inventory.</p><p>• Coordinate tax compliance efforts and ensure audit readiness by collaborating with external auditors and tax advisors.</p><p>• Deliver clear and comprehensive financial reports to dealership leadership to aid in decision-making processes.</p><p>• Implement and maintain financial controls to optimize efficiency and accuracy across all operations.</p><p>• Analyze and refine processes to improve financial workflows and ensure operational excellence.</p>
<p>We are looking for an experienced Controller to oversee and manage all aspects of our accounting operations. This role requires a meticulous individual who can ensure accuracy, efficiency, and compliance across financial processes. This is an excellent opportunity for a leader passionate about driving financial excellence.</p><p><br></p><p>Responsibilities:</p><p>• Oversee core accounting functions, including general ledger management, accounts payable and receivable, cash flow, revenue recognition, and fixed assets.</p><p>• Prepare and analyze financial statements, forecasts, and reports to support decision-making for leadership and investors.</p><p>• Supervise and provide guidance to the accounting team, ensuring smooth daily operations and successful execution of special projects.</p><p>• Ensure compliance with applicable regulatory standards and organizational policies.</p><p>• Collaborate with other departments and external service providers to enhance operational efficiency.</p><p>• Manage budgeting processes, financial projections, bonus calculations, and variance analysis reporting.</p><p>• Lead internal and external audits, implement internal controls, and conduct risk assessments.</p><p>• Support year-end reporting processes and ensure accurate tax documentation.</p>
<p>We are seeking a detail-oriented and highly organized Wealth Management Admin. Assistant to join our team. The ideal candidate will possess strong multitasking abilities, high numerical proficiency, and excellent communication skills. This role involves daily account maintenance, instruction processing, and direct interaction with advisors and custodians to ensure accurate and timely execution of financial transactions.</p><p><br></p><ul><li>Perform daily account maintenance and ensure data accuracy across platforms.</li><li>Review proposed financial instructions for accuracy and submit to custodians for execution.</li><li>Monitor instruction status and allocations to ensure timely completion.</li><li>Provide customer service support for inbound calls, addressing inquiries professionally.</li><li>Communicate effectively via email with financial advisors regarding account updates and instructions.</li><li>Scan and transmit documents securely and efficiently.</li><li>Utilize Microsoft Excel, Word, and PowerPoint to generate reports, presentations, and documentation.</li><li>Maintain a high level of numerical accuracy in all tasks and reconciliations.</li><li>Multitask across various operational duties while maintaining attention to detail.</li></ul>
<p>We are looking for an experienced Controller to join our dynamic team in Pompano Beach, Florida. As a key member of our organization, you will manage financial and accounting operations for a growing portfolio of real estate investments. This position offers an exciting opportunity for growth within a company that values precision, collaboration, and innovative approaches to real estate finance.</p><p><br></p><p>Responsibilities:</p><ul><li>Direct and refine recurring financial reporting cycles for individual assets, ensuring precision and timely delivery.</li><li>Oversee liquidity planning and implement proactive strategies for optimal capital utilization.</li><li>Contribute to transactional workflows involving asset onboarding and offboarding, ensuring financial integrity throughout.</li><li>Manage financial documentation and draw processes in coordination with capital partners.</li><li>Partner cross-functionally with internal teams to uphold operational efficiency and regulatory alignment.</li><li>Address stakeholder inquiries with clarity and professionalism, particularly those related to financial performance.</li><li>Cultivate and sustain productive relationships with external partners including financial institutions, legal advisors, and operational vendors.</li><li>Provide strategic support to enterprise-level finance initiatives, aligning with broader organizational objectives.</li></ul>
<p>The Regulatory Analyst will support the company’s regulatory affairs team by analyzing, interpreting, and ensuring compliance with federal, state, and local regulations governing the utilities industry. This role will be responsible for preparing regulatory filings, monitoring legislative and regulatory developments, supporting rate case filings, and collaborating with internal stakeholders to assess regulatory impacts on company operations and strategy.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Research, track, and interpret regulatory requirements, policies, and rulings that affect the utilities industry.</li><li>Prepare, review, and file regulatory documents, reports, and compliance filings with state utility commissions and other regulatory agencies.</li><li>Support rate cases and tariff filings, including data collection, analysis, modeling, and report drafting.</li><li>Monitor legislative and regulatory proceedings, providing summaries and impact assessments for management.</li><li>Analyze regulatory and financial data to support business planning and compliance strategies.</li><li>Collaborate with legal, finance, operations, and compliance teams to ensure adherence to regulatory requirements.</li><li>Assist in the preparation of testimony, exhibits, and discovery responses for regulatory proceedings.</li><li>Maintain up-to-date knowledge of industry regulations, market trends, and best practices.</li><li>Support audits, inquiries, and investigations from regulatory agencies.</li><li>Prepare internal presentations and reports for senior leadership on regulatory issues and trends.</li></ul><p><br></p>
We are looking for an experienced Accounts Payable Supervisor/Manager to oversee and optimize the accounts payable processes within a dynamic organization based in Boca Raton, Florida. In this role, you will lead a team and ensure accurate and timely processing of invoices while maintaining compliance with financial regulations. The ideal candidate will bring strong leadership skills, attention to detail, and a solid background in accounts payable and general accounting.<br><br>Responsibilities:<br>• Supervise and manage the accounts payable team to ensure efficient and accurate processing of invoices.<br>• Oversee coding of invoices and ensure proper allocation to the correct accounts.<br>• Coordinate and monitor check runs and ACH payments to maintain timely vendor payments.<br>• Implement and enforce policies to ensure compliance with financial regulations and company standards.<br>• Resolve discrepancies and issues related to invoice processing or payments with vendors and internal stakeholders.<br>• Collaborate with other departments to streamline accounts payable procedures and support organizational goals.<br>• Generate and review accounts payable reports to provide insights and recommendations to senior management.<br>• Maintain up-to-date knowledge of industry trends and best practices to enhance the accounts payable function.<br>• Train and mentor team members to develop their skills and improve overall performance.<br>• Lead process improvement initiatives to enhance efficiency and accuracy within the accounts payable department.
We are looking for a Senior Accountant to lead treasury operations in a fast-paced manufacturing environment. This role is pivotal in ensuring effective cash management, liquidity planning, debt compliance, and treasury accounting. The successful candidate will play a key role in supporting global operations, overseeing financial processes, and driving improvements while maintaining strong internal controls.<br><br>Responsibilities:<br>• Oversee daily cash positioning and ensure sufficient liquidity across domestic and international entities.<br>• Develop and analyze short-term and long-term cash flow forecasts, recommending actionable strategies based on variances.<br>• Perform treasury month-end close processes, including creating journal entries and reconciling accounts.<br>• Manage banking relationships to optimize transaction efficiency and ensure compliance with debt covenants.<br>• Supervise intercompany loans, foreign exchange transactions, and hedging activities with accurate accounting and reporting.<br>• Prepare treasury-related financial reports for management and external stakeholders.<br>• Collaborate with auditors on treasury-related matters and ensure compliance with internal controls and policies.<br>• Identify opportunities to streamline treasury workflows and implement process improvements.<br>• Support automation initiatives to enhance efficiency in treasury operations.<br>• Partner with procurement and supply chain teams to assess cash impacts of business decisions.
We are looking for an experienced Accounts Receivable Supervisor or Manager to oversee and optimize the accounts receivable processes for our organization. This position is based in Miami, Florida, and offers an opportunity to contribute to the financial health of the company by ensuring efficient management of billing, collections, and cash application activities.<br><br>Responsibilities:<br>• Supervise the accounts receivable team, ensuring tasks are completed accurately and on time.<br>• Manage the billing process, verifying invoices for accuracy and timely distribution.<br>• Oversee cash application activities, ensuring payments are correctly applied to outstanding balances.<br>• Monitor and analyze aging reports to identify overdue accounts and implement appropriate collection strategies.<br>• Collaborate with internal departments to resolve discrepancies and improve workflow efficiency.<br>• Develop and enforce policies and procedures related to accounts receivable operations.<br>• Provide regular updates and reports on accounts receivable performance to senior management.<br>• Ensure compliance with company policies and relevant regulations in all accounts receivable processes.<br>• Train and mentor team members to enhance their skills and knowledge.<br>• Identify opportunities for process improvement and implement solutions to increase operational efficiency.
