4 senior financial analyst jobs at 3 companies in Estero, FL
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Senior Wealth Strategy Analyst
Tampa or Sarasota or Orlando or West Palm Beach or Naples
OnsiteFull Time
Fifth Third BankNASDAQ: FITB: Providing comprehensive banking and financial services to customers.
5+ YOEBachelor's degree and 5+ years in wealth planning, financial analysis, or related financial services. Requires financial planning knowledge, modeling, Microsoft Office proficiency, and strong analytical and communication skills.
eMoney, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Miami or Fort Lauderdale or West Palm Beach or Stuart or Orlando or Jacksonville or Tampa or Naples or The Villages or Florida
OnsiteFull Time
Seacoast BankNASDAQ: SBCF: Florida-based community and commercial bank serving consumers and businesses with personal, commercial, wealth, and digital banking services.
5+ YOE5+ years finance/accounting experience at financial institutions, advanced financial modeling, strong Excel/PowerPoint and Power BI skills, knowledge of bank FTP and capital/cost allocation; MBA preferred.
Microsoft Excel, Microsoft PowerPoint, Power BI, DAX, Axiom Financial Reporting, SQL, Microsoft Excel Power Query
Miami or Fort Lauderdale or West Palm Beach or Stuart or Orlando or Jacksonville or Tampa or Naples or The Villages or Florida
OnsiteFull Time
Seacoast BankNASDAQ: SBCF: Florida-based community and commercial bank serving consumers and businesses with personal, commercial, wealth, and digital banking services.
5+ YOE5+ years finance experience at a financial institution, advanced financial modeling, strong Excel/PowerPoint and Power BI skills, knowledge of bank FTP/capital allocation, ability to extract and analyze data.
Power BI, DAX, Microsoft Excel, PowerPoint, Axiom Financial Reporting, SQL, Microsoft Excel Power Query
Woodbridge or New York City or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Grand Cayman or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$100k-$130k/yrHybridFull Time
Bessemer Investors: Privately owned family office providing investment management, wealth planning, and family-office services to high-net-worth individuals and families.
5+ YOERequires 5–7+ years of financial services operations experience, Form 1042-S and nonresident withholding expertise, advanced Microsoft Excel, SQL, VBA, and a bachelor's degree in a related field.
Microsoft Excel, SQL, VBA, FIS Wall Street Concepts (WSC), FIS Global Plus, Salesforce, Jira, PL/SQL, robotic process automation (RPA), artificial intelligence tools