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 Actuary, Health #25560 - ASA / FSA - DW Simpson Global Actuarial Recruitment
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 Financial Consultant

Details
Country: USA
Location: Florida-Tampa Tampa, FL
Total applied: 39
Job Category:Accounting/Finance/Insurance
Relevant Work Experience:5+ to 7 Years
Education Level:Bachelor's Degree
Location:Tampa, FL
Status:Full Time, Employee
Occupations:Financial Planning/Advising;Investment Management;General/Other: Accounting/Finance
Career Level:Experienced (Non-Manager)
Relevant Work Experience:5+ to 7 Years
Financial Consultant

Financial Consultant

 

Consulting firm that provides services to the real estate development industry with 21 years experience; looking for an enthusiastic and self-motivated individual to join our team as a Financial Consultant to handle various aspects of our financial services. 

 

Essential Duties and Responsibilities:

·  Research, respond and resolve various consultant related inquires

·  Preparing preliminary assessment analysis

·  Preparing bond and true up analysis

·  Oversee and coordinate responsibilities of financial associates in the department

·  Calculating interest due and bond payments

·  Corresponding with homeowners, board members, title companies, developers, attorneys, investment bankers, and bank trustees

·  Assist in preparation of various financial analysis and reports as assigned

·  Attend various meetings and presentations related to services as assigned

·  Assists other departments as necessary

 

Background Required:

·  Four year degree in Accounting, Finance or related field preferred

·  Five years work experience preferred in related fields

·  Experience with presentations to large groups and/or civic boards preferred

·  Excellent oral and written communication skills a must

·  Must have strong organizational skills, be detailed oriented, and able to multi-task

·  Prior customer service experience preferred

·  Proficiency in Excel, Word and Outlook required

·  Local travel required, some overnight travel may be required

 

Benefits Include:

·  Medical/Dental/Vision after 90 days employment

·  401(k) after 1 year employment w/company contribution

·  Personal paid time off and paid holidays

·  Reimburse for various work related expenses

 

All resumes sent without salary requirements will not be considered.  We thank all applicants in advance for their interest in our firm.  Only those selected for interviews will be contacted.

 

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