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Asset manager full time jobs - 80 jobs

  • Asset Manager

    PNC 4.1company rating

    Columbus, OH

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Asset Manager within PNC's Commercial Real Estate organization, you will be based in Calabasas, CA, Columbus, OH, Dallas, TX or Portland, OR. Responsibilities: - Be in-charge of Asset Management functions such as analyzing property inspection reports, preparing, and presenting Risk Ratings, Periodic Reviews & Borrower Consent requests for Multifamily loans that are mainly on PNC's balance sheet. - Maintain and update procedures as needed to comply with internal controls. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Oversees portfolios and/or Borrower requests of routine to medium complexity for securitized CMBS, Agency, SASB, SFR or other portfolios comprised of loans secured by income producing commercial real estate. + Analyze various financial reports, including property operating statements, loan guarantor financials, loan level covenants, and market economic data. Review and interpret complex loan document and servicing agreement provisions. + Evaluates credit risk and proposes risk mitigants using a working knowledge of commercial real estate, industry terminology and real estate capital markets while adhering to established procedures. + Prepares and presents formal recommendations for approval in accordance with applicable delegations of authority. + Engages in frequent verbal and written communication with external parties which may include borrowers and their representatives, internal and external legal counsel, rating agencies, special servicers, and investors. + Collaborates effectively with internal business partners and leverages commercial real estate expertise to assist with cross-departmental decision making. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Asset Management, Decision Making, Financial Accounting, Financial Management, General Ledger (GL), Investment Management, Revenue Recognition **Competencies** Data Gathering and Reporting, Decision Making and Critical Thinking, Effective Communications, Financial Statement Analysis, Investment Reporting, Managing Multiple Priorities, Market Risk, Negotiating, Problem Solving, Regulatory Environment - Financial Services **Work Experience** Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** No Required License(s) **Pay Transparency** Base Salary: $45,000.00 - $112,450.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. **Application Window** Generally, this opening is expected to be posted for two business days from 12/19/2025, although it may be longer with business discretion. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $45k-112.5k yearly 7d ago
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  • Financial Services Tax - Real Estate Senior Manager

    PwC 4.8company rating

    Columbus, OH

    **Specialty/Competency:** Industry Tax Practice **Industry/Sector:** Asset and Wealth Management **Time Type:** Full time **Travel Requirements:** Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: + Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. + Deal effectively with ambiguous and unstructured problems and situations. + Initiate open and candid coaching conversations at all levels. + Move easily between big picture thinking and managing relevant detail. + Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. + Contribute technical knowledge in area of specialism. + Contribute to an environment where people and technology thrive together to accomplish more than they could apart. + Navigate the complexities of cross-border and/or diverse teams and engagements. + Initiate and lead open conversations with teams, clients and stakeholders to build trust. + Uphold the firm's code of ethics and business conduct. **The Opportunity** As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems. **Responsibilities** - Lead and manage large-scale projects to achieve successful outcomes - Innovate and streamline processes to enhance efficiency and effectiveness - Maintain exceptional standards of operational excellence in every activity - Interact with clients at a senior level to drive project success - Build trust with multi-level teams and stakeholders through open communication - Motivate and coach teams to solve complex problems - Serve as a strategic advisor, leveraging specialized knowledge and industry trends - Provide strategic input into the firm's business strategies **What You Must Have** - Bachelor's Degree in Accounting - 5 years of experience - CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity **What Sets You Apart** - In-depth knowledge of tax compliance for REITs - Knowledge of partnership structures and tax liabilities - Technical skills in real estate tax services - Building and utilizing networks of client relationships - Managing resource requirements and project workflow - Creating an atmosphere of trust in teams - Developing new relationships and selling new services - Innovating through new and existing technologies - Utilizing digitization tools to enhance engagements Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $124,000 - $335,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** \#LI-Hybrid
    $124k-335k yearly 60d+ ago
  • Asset Manager

    PNC Financial Services Group, Inc. 4.4company rating

    Columbus, OH

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Asset Manager within PNC's Commercial Real Estate organization, you will be based in Calabasas, CA, Columbus, OH, Dallas, TX or Portland, OR. Responsibilities: * Be in-charge of Asset Management functions such as analyzing property inspection reports, preparing, and presenting Risk Ratings, Periodic Reviews & Borrower Consent requests for Multifamily loans that are mainly on PNC's balance sheet. * Maintain and update procedures as needed to comply with internal controls. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Oversees portfolios and/or Borrower requests of routine to medium complexity for securitized CMBS, Agency, SASB, SFR or other portfolios comprised of loans secured by income producing commercial real estate. * Analyze various financial reports, including property operating statements, loan guarantor financials, loan level covenants, and market economic data. Review and interpret complex loan document and servicing agreement provisions. * Evaluates credit risk and proposes risk mitigants using a working knowledge of commercial real estate, industry terminology and real estate capital markets while adhering to established procedures. * Prepares and presents formal recommendations for approval in accordance with applicable delegations of authority. * Engages in frequent verbal and written communication with external parties which may include borrowers and their representatives, internal and external legal counsel, rating agencies, special servicers, and investors. * Collaborates effectively with internal business partners and leverages commercial real estate expertise to assist with cross-departmental decision making. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Asset Management, Decision Making, Financial Accounting, Financial Management, General Ledger (GL), Investment Management, Revenue Recognition Competencies Data Gathering and Reporting, Decision Making and Critical Thinking, Effective Communications, Financial Statement Analysis, Investment Reporting, Managing Multiple Priorities, Market Risk, Negotiating, Problem Solving, Regulatory Environment - Financial Services Work Experience Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $45,000.00 - $112,450.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 12/19/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $45k-112.5k yearly 7d ago
  • Asset Management - Tax Smart Strategies - Portfolio Manager - Associate

    JPMC

    Columbus, OH

    The Tax Smart Strategies team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM), and manages $25B in AUM in active and index tax aware / direct-indexing strategies. As a Portfolio Manager - Associate, on the Tax Smart Strategy Portfolio Management team you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies. Job responsibilities: Assist with daily portfolio management for direct indexing and tax aware SMA portfolios Manage ongoing oversight of portfolio and strategy level performance and attribution Translating research into actionable and investable systematic investment processes and portfolios Partnering with technology, quant, product and client teams to design, build and improve scalable investment platforms Required qualifications, skills and capabilities: 2-5 years of full-time relevant work experience Detail oriented and process driven Strong data analysis and excel skills Experience using portfolio optimizers and risk models Experience with tax optimization preferred Familiarity with separately managed accounts Familiarity with index methodologies Preferred qualifications, skills and capabilities: Python/SQL experience desirable Python/SQL experience desirable Progress towards MBA, CFA and/or equivalent desirable
    $77k-139k yearly est. Auto-Apply 60d+ ago
  • Senior Portfolio Manager - Wholesale Credit Delivery - Middle Market segment

    Truist Financial Corporation 4.5company rating

    Columbus, OH

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Underwrites credit exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Underwriting: Leads the entire commercial underwriting process both internally and externally with prospects and clients. Underwrites and documents all prospect and client transactions. Possesses a mastery of client expertise, analyzes individual company performance and drives accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches. Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA). Provides independent analysis of financial statements and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of ancillary products. Is accountable for the risk evaluation and associated regulatory compliance requirements. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings. Portfolio Management: Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues and following through for remediation. Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk. Client Calling Effort: In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria. Manage data integrity of all data inputs and outputs. Review and update loan systems information to ensure accuracy. Span of Control: no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions. Decision-Making and Autonomy: Teammates in this role are charged with providing independent current and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting. The recommendation is finally approved by ultimate risk approval officer. Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and management of significant client exposure. Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate. Project or Program Management: Must be able to handle a large portfolio of complex/levered clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole. Nature and Area of Impact, including Risk: Must deliver solid credit and underwriting analyses and risk rating recommendations. Key risk drivers are credit and operational. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's Degree in Finance or related field and at least 5+years of related training and experience in commercial credit analysis. * Mastery level proficiency with MS Office Desktop applications. * Strong interpersonal skills and solid written/verbal communication are essential. * Sound credit skills essential. * Must have strong attention to detail. * Ability to prioritize workflow and multi-task in a fast-paced environment. Preferred Qualifications: * Has successfully held similar role with commercial financial institution or like experience. * Industry or sub-sector expertise. * Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino) #Memphis #Nashville #Cincinnati #ColumbusOH The annual base salary for this position is $140,000 - $170,000. Additional incentive pay is available for this position. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $140k-170k yearly 8d ago
  • Asset Management - Head of Retirement Solutions

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH

    JobID: 210636376 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $175,000.00-$285,000.00; Chicago,IL $175,000.00-$285,000.00; Boston,MA $175,000.00-$285,000.00 JP Morgan Asset Management (JPMAM) is a global leader in asset management with $3.5 trillion in assets, specializing in retirement solutions with $360 billion+ in AUM across defined contribution investment-only (DCIO) and employer recordkeeping for plan sponsor clients and their plan participants. Our expertise in market intelligence and understanding of saving behaviors allows us to deliver effective retirement solutions, helping individuals manage risk and achieve their goals. Join us in shaping the future of retirement. As the Head of Retirement Solutions within JP Morgan Asset Management, you will play a crucial role in advancing our record-keeping strategy, spearheading product development, and optimizing service delivery to meet our ambitious long-term growth objectives. You will oversee the P&L of our platform recordkeeping business, focusing on scalability, promoting innovation, and maintaining operational excellence. Job Responsibilities * Lead service, product, and project teams for Retirement Link and Everyday 401k, focusing on scaling, innovation, and leveraging technology to enable growth. Drive P&L management for the overall platform business, focusing on scaling growth while controlling costs and optimizing pricing for enhanced profitability * Set new product growth agenda and oversee product roadmap, including focused deployments and strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor-managed accounts * Oversee outsourced vendor strategy with key strategic partnerships * Partner with marketing and sales to evolve branding and positioning across Everyday 401k and Retirement Link * Modernize and integrate Revenue Operations functions, execute pricing strategy, and streamline the sales journey to enhance speed and efficiency. Optimize onboarding new plans, including monitoring drop-off rates from won to onboarding * Manage major projects and deployments, ensuring successful execution and alignment with strategic goals * Define and evolve servicing and relationship management models to provide best-in-class service. Focus on client retention and Plan Sponsor Satisfaction Score, as measured by NMG Consulting * Build strong relationships with key internal stakeholders across business lines, including Asset Management, Chase Bank, and Chase Wealth Management. * Foster a positive work environment and drive employee satisfaction, as reflected in survey results * Represent the retirement business at industry conferences and working groups, such as SPARK Required qualifications, capabilities and skills * Proven leadership skills with a strategic mindset and ability to drive growth and innovation * Extensive experience evolving and scaling retirement platforms/recordkeeping, services, and operations, including working with advisors, plan sponsors, and consultants * Strong analytical and problem-solving abilities * Excellent communication and interpersonal skill * Ability to work collaboratively in a fast-paced environment * Bachelor's degree * Series 7, 63, 24 Preferred qualifications, capabilities and skills * MBA preferred
    $83k-110k yearly est. Auto-Apply 60d+ ago
  • Wealth Management Portfolio Manager

    Park National Bank 3.8company rating

    Columbus, OH

    JOB RESPONSIBILITIES * Responsible for managing, evaluating, and monitoring investment portfolios for trust & investment clients * Meet with prospective clients to discuss their financial objectives and risk tolerances, and present tailored solutions. * Establish and implement investment objectives on a client-by-client basis. * Communicate performance results and conduct presentations on the markets, products, strategies, etc. as needed. * Review, analyze and restructure client portfolios on an ongoing basis to maintain compliance with the account objective in the context of the assessed client needs and risk tolerances. * Complete all regulatory reviews. * Advise and mentor new Portfolio Managers, when applicable. * Evaluate mutual fund portfolios and other models used for global rebalancing. * Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks * Deliver a consistent, high level of service within our Serving More standards * Other duties as assigned DESIRED KNOWLEDGE, SKILLS AND ABILITIES * Interpersonal/Customer Service Skills * Written and Verbal Communication * Ability to understand and follow directions * Adaptable to change * Basic Computer Skills * Leadership/Management Skills * Ability to influence others * Ability to build collaborative relationships * Organizational Skills/Detail Oriented * Analytical Thinking * Able to Multi-Task or Juggle Priorities * Problem/Situation Analysis * Technical Expertise * Strategic Planning and Decision Making * Creativity * Ability to develop or mentor others * Ability to work as part of a team EDUCATION AND EXPERIENCE * Must possess high school diploma or equivalent * Bachelor's degree in business or equivalent combination and work experience * 2-4 years of specialization experience SCHEDULE Department hours are Monday through Friday 8 am to 5 pm. This position is salary, exempt, and full-time. A minimum 40 hours is required. Early morning and evening appointments as needed. This is a hybrid role and will require travel between our Downtown Columbus and Newark, Ohio offices. Physical Requirements: This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information.
    $87k-119k yearly est. 60d+ ago
  • Regional Property Manager

    Community Housing Network 4.0company rating

    Columbus, OH

    Come work with a team of dynamic professionals who dedicate their services and skills to creating opportunities for success within our community. Community Housing Network (CHN) is a nonprofit helping the people of central Ohio since 1987. Bring your knowledge and passion to help CHN impact our community. Share in our values by empowering people, solving problems, building relationships, being curious, and having fun. The Regional Property Manager provides daily operational oversight for the portfolio they are assigned to. This includes management of property managers; coordination with multiple departments for record keeping, budgeting, and asset management; ensuring leasing and fair housing requirements are met; and assisting staff in responding to tenant issues and lease violations. What You'll Be Doing : Operational Oversight - Oversee day-to-day operations across assigned properties to ensure organizational standards for maintenance, cleanliness, and overall condition are met. Conduct regular property inspections to monitor performance, identify areas for improvement, and ensure compliance with policies. Collaborate with internal and external departments to ensure smooth operations and alignment with corporate strategies. Staff Management - Supervise and mentor property management staff, providing guidance in daily operations and decision-making. Support recruiting, training, and development initiatives to strengthen team capabilities. Evaluate staff performance, provide feedback, and implement corrective actions as needed to ensure high levels of productivity and service quality. Tenant Relations and Lease Enforcement Support - Support staff in addressing tenant concerns, complaints, and maintenance requests promptly and professionally. Assist in resolving disputes, lease violations, and non-compliance issues, ensuring fair housing compliance. Facilitate collaboration between property management, supportive services, and maintenance to promote tenant stability. Budgeting and Financial Oversight - Collaborate with accounting and finance teams to develop and manage budgets, ensuring properties meet financial performance targets. Monitor and approve expenditures, analyze income/expense reports, and take action to improve financial outcomes. Oversee subsidy and ledger management to ensure accuracy and compliance. Asset Management - Partner with asset management teams to maintain long-term sustainability and maximize property value. Coordinate with leasing, marketing, and legal departments to support occupancy goals and compliance with corporate strategies. Reporting and Documentation - Maintain accurate records of property operations, staff activities, and tenant interactions. Prepare and submit monthly, quarterly, and annual performance reports, including occupancy, financial health, and operational issues. Ensure timely submission of all documentation to internal teams and external agencies. Risk Management and Safety - Identify and mitigate risks related to property management, including legal, safety, and compliance matters. Ensure properties adhere to safety regulations and staff receive proper training in emergency response. Respond to emergencies or property damage, coordinating repairs and communication with tenants. Other - Serve as a key contact for senior management, stakeholders, and external partners. Provide expertise to support organizational initiatives and contribute to CHN community activities. Lead, guide, and train employees, interns, and volunteers performing related work. Perform additional duties as assigned. Qualifications What you bring to the role : High School Diploma or equivalent Bachelor's degree in business, communications, real estate, or related field preferred 3+ years experience in affordable housing or property management required 2+ years in a supervisory position preferred 1+ year in permanent supportive housing preferred Valid driver's license Valid auto insurance Proficient in Microsoft Office Suite Products and ability to learn and adapt to changing technology utilized in role Proficient knowledge in affordable housing programs, including housing subsidies Strong leadership and team management skills, with the ability to coach and develop staff. As a full time member of the CHN team you will also receive training, health, vision, and dental, paid time off, 401(k), and an opportunity to work in an organization with an entrepreneurial spirit at heart. We care about the growth and development of our people and those we serve. EEO and Diversity Statement Community Housing Network (CHN) champions diversity, equity, and inclusion in all practices. This vision guides our recruitment and hiring practices. We are devoted to building a company and community where people experience authenticity and belonging. We are committed to equal employment opportunities regardless of race, color, ethnicity, ancestry, religion, national origin, sex including pregnancy, gender identity, sexual orientation, age, marital or parental status, disability, veteran status, or other class protected by applicable law. Your unique background and identity are invaluable and needed here! We are stronger when the diversity of our workforce and our individual and collective experiences influence our practices. Come join us and find out what your best work could look like here!
    $58k-70k yearly est. 9d ago
  • Banking Center Sales Manager

    Sb Financial Group, Inc. 4.0company rating

    Dublin, OH

    State Bank, a growing community bank, has an exciting opportunity in our Dublin, Ohio market! We are looking for a Full Time Banking Center Sales Manager to provide leadership for our Retail banking area in our Dublin location and support Retail deposit and loan growth efforts. Qualified candidates will be self-motivated banking professionals who pride themselves on providing exceptional client service. Banking experience, opening new accounts, consumer lending, and supervisory experience is required. We offer a competitive array of benefits, including paid vacation and PTO, paid holidays, 401(k) with company match, medical/dental/vision/life/AD&D insurance, company-provided short and long-term disability, and more! Apply today and see why State Bank is a great place to work! Equal Opportunity Employer
    $97k-123k yearly est. Auto-Apply 60d+ ago
  • Manager Tax

    Laura Mercier Cosmetics and Revive Skincare 4.4company rating

    Columbus, OH

    About Us Orveon is a new kind of beauty company launched in December 2021 when we acquired our three iconic brands - bare Minerals, BUXOM, and Laura Mercier. With more than 600 associates, operating in 40+ countries, we're truly a global business. Our headquarters are in New York, with additional locations in major cities worldwide. We love our brands and are embarking on a powerful shift: To change how the world thinks about beauty. We are a collective of premium and prestige beauty brands committed to making beauty better and creating consumer love. People here are passionate, innovative, and thoughtful. This is an inspirational group of talented people, working together to build something better. We are looking for the best talent to join us on that journey. We believe we can accomplish more when we move as one. About The Role The US and Canada Indirect Tax Manager is responsible for overseeing all aspects of indirect tax compliance, planning, and advisory for operations in the United States and Canada. This role will ensure timely and accurate filing of indirect tax returns, manage audits and inquiries from tax authorities, and partner with internal stakeholders to minimize risk and identify tax savings opportunities. The position requires strong technical knowledge of indirect tax laws and regulations, including sales and use tax, GST/HST, PST, QST, and similar regimes. Primary Duties & Responsibilities * Lead and manage indirect tax compliance processes for the US and Canada, including the preparation, review, and filing of all required returns and reports. * Monitor changes in tax legislation and assess the impact on business operations; communicate key developments to management and relevant teams. * Oversee and support tax audits, inquiries, and correspondence with US and Canadian tax authorities, ensuring timely and accurate responses. * Provide technical guidance on indirect tax matters for business transactions, contracts, and new initiatives, working closely with legal, finance, and operations teams. * Identify and implement process improvements to enhance tax compliance efficiency and accuracy. * Evaluate and manage indirect tax risks; proactively recommend strategies for risk mitigation and tax savings. * Support indirect tax aspects of system implementations, upgrades, and automation projects. * Coordinate and review work of external advisors and consultants as needed. * Develop and deliver indirect tax training to internal stakeholders. * Prepare and present regular reporting on indirect tax positions, risks, and opportunities to senior management. Qualifications * Bachelor's degree in Accounting, Finance, Tax, or related field; CPA or equivalent professional certification preferred. * 5+ years of experience in indirect tax, with a focus on US and Canadian jurisdictions (sales and use tax, GST/HST, PST, QST, etc.). * Strong understanding of US and Canadian indirect tax laws, compliance requirements, and audit procedures. * Experience in managing complex indirect tax issues in a multi-state/province and cross-border environment. * Excellent analytical, research, and problem-solving skills. * Strong communication and interpersonal abilities; capable of working effectively with cross-functional teams. * Proficiency with tax compliance and ERP systems; experience with tax automation tools is an asset. * Ability to manage multiple priorities and deadlines in a fast-paced environment. Working Conditions * Position may require occasional travel within the US and Canada. * Hybrid work options may be available depending on company policy. What Orveon Offers You You are a creator of Orveon's success and your own. This is a rare opportunity to share your voice, accelerate your career, drive innovation and fostering growth. We're a human sized company so your work will have a big impact on the organization. We invest in the well-being of our Orveoners - both personally and professionally and provide tailored benefits to support all of you, such as: * "Hybrid First" Model 2-3 days per week in office, balancing virtual and face-to-face interactions. * "Work From Anywhere" - Freedom to work three (3) weeks annually from the lo-cation of your choice. * Complimentary Products - Free and discounted products on new releases and fan-favorites. * Professional Development - Exposure to senior leadership, learning and development programs, and career advancement opportunities. * Community Engagement - Volunteer opportunities in the communities in which we live and work. Other things to know! Pay Transparency- One of our values is Stark Honesty, and the following represents a good faith estimate of the compensation range for this position. At Orveon Global, we carefully consider a wide range of non-discriminatory factors when deter-mining salary. Actual salaries will vary depending on factors including but not limited to location, education, experience, and qualifications. The pay range for this position $98,000-$130,000. Supplemented with all the amazing benefits above for full-time employees! Opportunities and Accommodations- Orveon is deeply committed to building a workplace and global community where inclusion is not only valued but prioritized. Find out more on our careers page. BE AWARE OF FRAUD! Please be aware of potentially fraudulent job postings or suspicious recruiter activity by persons that are posing as Orveon Global Recruiters/HR. Please confirm that the person you are working with has ******************** email address. Additionally, Orveon Global does NOT request financial information or payments from candidates at any point during the hiring process. If you suspect fraudulent activity, please visit the Orveon Global Careers Site at *********************************** to verify the posting and apply though our secure online portal.
    $98k-130k yearly 57d ago
  • Manager Tax

    Orveon Global

    Columbus, OH

    About Us Orveon is a new kind of beauty company launched in December 2021 when we acquired our three iconic brands - bare Minerals, BUXOM, and Laura Mercier. With more than 600 associates, operating in 40+ countries, we're truly a global business. Our headquarters are in New York, with additional locations in major cities worldwide. We love our brands and are embarking on a powerful shift: To change how the world thinks about beauty. We are a collective of premium and prestige beauty brands committed to making beauty better and creating consumer love. People here are passionate, innovative, and thoughtful. This is an inspirational group of talented people, working together to build something better. We are looking for the best talent to join us on that journey. We believe we can accomplish more when we move as one. About The Role The US and Canada Indirect Tax Manager is responsible for overseeing all aspects of indirect tax compliance, planning, and advisory for operations in the United States and Canada. This role will ensure timely and accurate filing of indirect tax returns, manage audits and inquiries from tax authorities, and partner with internal stakeholders to minimize risk and identify tax savings opportunities. The position requires strong technical knowledge of indirect tax laws and regulations, including sales and use tax, GST/HST, PST, QST, and similar regimes. Primary Duties & Responsibilities Lead and manage indirect tax compliance processes for the US and Canada, including the preparation, review, and filing of all required returns and reports. Monitor changes in tax legislation and assess the impact on business operations; communicate key developments to management and relevant teams. Oversee and support tax audits, inquiries, and correspondence with US and Canadian tax authorities, ensuring timely and accurate responses. Provide technical guidance on indirect tax matters for business transactions, contracts, and new initiatives, working closely with legal, finance, and operations teams. Identify and implement process improvements to enhance tax compliance efficiency and accuracy. Evaluate and manage indirect tax risks; proactively recommend strategies for risk mitigation and tax savings. Support indirect tax aspects of system implementations, upgrades, and automation projects. Coordinate and review work of external advisors and consultants as needed. Develop and deliver indirect tax training to internal stakeholders. Prepare and present regular reporting on indirect tax positions, risks, and opportunities to senior management. Qualifications Bachelor's degree in Accounting, Finance, Tax, or related field; CPA or equivalent professional certification preferred. 5+ years of experience in indirect tax, with a focus on US and Canadian jurisdictions (sales and use tax, GST/HST, PST, QST, etc.). Strong understanding of US and Canadian indirect tax laws, compliance requirements, and audit procedures. Experience in managing complex indirect tax issues in a multi-state/province and cross-border environment. Excellent analytical, research, and problem-solving skills. Strong communication and interpersonal abilities; capable of working effectively with cross-functional teams. Proficiency with tax compliance and ERP systems; experience with tax automation tools is an asset. Ability to manage multiple priorities and deadlines in a fast-paced environment. Working Conditions Position may require occasional travel within the US and Canada. Hybrid work options may be available depending on company policy. What Orveon Offers You You are a creator of Orveon's success and your own. This is a rare opportunity to share your voice, accelerate your career, drive innovation and fostering growth. We're a human sized company so your work will have a big impact on the organization. We invest in the well-being of our Orveoners - both personally and professionally and provide tailored benefits to support all of you, such as: “Hybrid First” Model 2-3 days per week in office, balancing virtual and face-to-face interactions. “Work From Anywhere” - Freedom to work three (3) weeks annually from the lo-cation of your choice. Complimentary Products - Free and discounted products on new releases and fan-favorites. Professional Development - Exposure to senior leadership, learning and development programs, and career advancement opportunities. Community Engagement - Volunteer opportunities in the communities in which we live and work. Other things to know! Pay Transparency- One of our values is Stark Honesty, and the following represents a good faith estimate of the compensation range for this position. At Orveon Global, we carefully consider a wide range of non-discriminatory factors when deter-mining salary. Actual salaries will vary depending on factors including but not limited to location, education, experience, and qualifications. The pay range for this position $98,000-$130,000. Supplemented with all the amazing benefits above for full-time employees! Opportunities and Accommodations- Orveon is deeply committed to building a workplace and global community where inclusion is not only valued but prioritized. Find out more on our careers page. BE AWARE OF FRAUD! Please be aware of potentially fraudulent job postings or suspicious recruiter activity by persons that are posing as Orveon Global Recruiters/HR. Please confirm that the person you are working with has ******************** email address. Additionally, Orveon Global does NOT request financial information or payments from candidates at any point during the hiring process. If you suspect fraudulent activity, please visit the Orveon Global Careers Site at *********************************** to verify the posting and apply though our secure online portal.
    $98k-130k yearly 56d ago
  • Branch Manager

    Axis Portable Air

    Columbus, OH

    Job Type: Full Time, Salary + Annual Performance Bonus Pay Range: $ 75,000 - $90,000 + up to $20,000 Bonus + Black Ford F-150 & Gas Card What You'll Do: Oversee Daily Operations - Lead all day-to-day branch activities, including working closely with the Client Experience Team for dispatch schedules and coordinating service calls to ensure operational efficiency. Success will not only be measured by a safe working environment but also by the branch culture, morale, and professional development you create within the team. Equipment & Fleet Readiness - Manage branch equipment and fleet (both equipment and vehicles). Ensure everything is properly maintained, job-ready, and available when needed. Team Leadership and Culture - You will have responsibility for hiring, training, and developing your local branch team. A Branch Manager will build the company's expected culture with a servant-leadership mindset, setting the standard by working alongside the branch team. Safety and Compliance - Create and maintain a safe working environment by enforcing safety protocols and leading weekly safety training. Financial Performance - Take full responsibility for the financial performance of the branch. Manage local vendor relationships and purchase orders. Oversee equipment transfers, ensure inventory accuracy, and issue and receive POs on the company's behalf. Maintain a financially and operationally sound branch at all times to better serve our customers and our team. What It Takes: Experience - 3+ years of experience in operations, branch management, or a leadership role in HVAC, mechanical, or service-based industries. Dispatch and Scheduling Skills - Proven ability to manage scheduling and resource allocation to meet customer demands and team productivity goals. Leadership Skills - Proven ability to lead a team, resolve conflicts, and drive performance. Technical Knowledge - Familiarity with HVAC or mechanical equipment is a plus. Customer Service Skills - Strong communication, problem-solving, and customer relationship skills. Organizational Skills - Highly detail-oriented and expert multi-tasker. Tech Proficiency - Proficiency in Microsoft Office and operational software. Safety Focus - Understanding of safety regulations and compliance. Clean Driving Record - Valid driver's license with a clean 5-year driving history. DOT Medical Card: The ability to obtain and maintain a DOT medical card. When & Where You'll Work Branch-Based - Primarily based at the branch, but travel may be required for regional support and training. Customer-Facing - Support the local sales staff as an additional leader in the market to ensure customer satisfaction and strengthen client relationships. The Field - At times, especially during peak season, you will be called upon to work alongside your team in the field to ensure customer demands are met and schedules are kept. Set Schedule with 24/7 Availability - You'll have a regular schedule, but on-call shifts - including nights, weekends, and holidays - will be required. As the Branch Manager, you are the last line of defense in ensuring customer needs are always met - even if that means stepping in yourself to get the job done. Peak Season Demand - Expect increased workload during peak seasons and weather-related emergencies. Why Join Axis? You Can Be an Owner: Each year you will receive $10,000 in annual profit units through our Team Ownership Program -when Axis wins, you win. Hard Work Is Rewarded: The busier we are, the more you earn through various incentive programs. If you're looking for a place where your work ethic is truly recognized, you've found it. You Can Grow With Us: In 2022, Axis had 5 branches and 5 management roles. In 2025, it has 35 branches and 60 management positions-explosive growth with no end in sight. We're redefining what's available for those who work hard and are a great teammate to those around them. Join us, and you'll find clear career paths, a dynamic culture, and real advancement opportunities-whether you aim to lead a team, manage a branch, try a new department/role, or even relocate to another Axis office across the US. Add shared monthly bonuses and a culture that celebrates your hard work, and the question isn't if you'll grow, but how far. We are growing. Will you grow with us? You're Guaranteed Top-Tier Benefits: At Axis, we prioritize the well-being of you and your family by covering 100% of the monthly premiums for full-time employees' medical, dental, vision, and short-term disability insurance. To ensure affordability, we also cap the monthly premium costs for employees requiring dependent or family coverage. You'll start with 2 weeks of paid time off annually, which increases with your tenure. You will also be eligible to participate in our 401(K) plan from day one, with the company matching up to 5% of your contributions. Additionally, we provide $50,000 in company-paid life insurance. Axis Portable Air does not discriminate in employment on the basis of race, creed, color, religion, sex, age, disability, national origin, marital status, sexual orientation, citizenship status, political affiliation, parental status, military service, or other non-merit factor.
    $75k-90k yearly 21d ago
  • Manager, Accounting

    Ohiohealth 4.3company rating

    Columbus, OH

    **We are more than a health system. We are a belief system.** We believe wellness and sickness are both part of a lifelong partnership, and that everyone could use an expert guide. We work hard, care deeply and reach further to help people uncover their own power to be healthy. We inspire hope. We learn, grow, and achieve more - in our careers and in our communities. ** Summary:** The Accounting Manager will be responsible for the accurate and timely reporting of financial information to System and Hospital management. **Responsibilities And Duties:** 30% Prepares and/or reviews monthly Income, Balance Sheet, Cash Flow, Consolidated, and other accounting statements for Grant/Riverside Methodist Hospitals and OhioHealth Consolidated by compiling and analyzing financial data to ensure accurate and adequate disclosure of the organization's financial position. Coordinates system-wide reconciliations as necessary. Ensures delivery of accurate and timely financial and statistical information via departmental operations. 25% Provides leadership to department staff, implementing goal and recognition programs. Recruits and trains staff. Adheres to all personnel policies and procedures. Conducts performance reviews annually, implementing performance improvement when necessary. Manages and coaches accounting team by conducting meetings and presentations to ensure team building. 10% Maintains structures and processes within departments and with other departments to meet information needs for emerging business lines and programs. Ensures effective resolution of quality and service issues as determined by customers or with the division staff. Initiates, designs and implements process and quality improvement efforts, eliminates non-value added work, and incorporated processes to produce information needed by emerging business lines. 5% Monitors department processes and output consistent with inherent risk. This includes, but is not limited to: balance sheet review, bank reconciliations, income statement expense classifications, subsidiary financial statements and year-end audits, tax pages, reviews, etc. 25% Serves as catalyst for change, particularly in relation to automation, processes, and relationships to positively affect efficiency of transaction processing and productivity. Proactively seeks research and understands hospital/departmental business operations and application systems features and functions to achieve efficiencies and accuracy of financial reports while achieving business objectives of the hospital/department. Provides leadership and direction with regard to Financial Information Systems. Coordinates audit, balancing and reconciliation of financial results. 5% Develops and maintains accounting procedures and instruction ma **Minimum Qualifications:** Bachelor's Degree (Required) **Additional Job Description:** MINIMUM QUALIFICATIONS Bachelor's Degree Field of Study: Accounting Years of experience: 5 to 10 DESIRED ATTRIBUTES Accounting experience in a healthcare setting and strong acumen of Hospital operations. **Work Shift:** Day **Scheduled Weekly Hours :** 40 **Department** Centralized Accounting Join us! ... if your passion is to work in a caring environment ... if you believe that learning is a life-long process ... if you strive for excellence and want to be among the best in the healthcare industry Equal Employment Opportunity OhioHealth is an equal opportunity employer and fully supports and maintains compliance with all state, federal, and local regulations. OhioHealth does not discriminate against associates or applicants because of race, color, genetic information, religion, sex, sexual orientation, gender identity or expression, age, ancestry, national origin, veteran status, military status, pregnancy, disability, marital status, familial status, or other characteristics protected by law. Equal employment is extended to all person in all aspects of the associate-employer relationship including recruitment, hiring, training, promotion, transfer, compensation, discipline, reduction in staff, termination, assignment of benefits, and any other term or condition of employment
    $65k-83k yearly est. 60d+ ago
  • Tax Manager

    Spartan Placements, LLC

    Columbus, OH

    Job Description SUMMARY - TAX MANAGER As a Tax Manager, you will provide tax consulting and compliance services, as well as oversee all aspects of the tax planning, preparation and review process for tax engagements. In this role, you will maintain relationships with a diverse client base in various industries and assist firm leadership in identifying new opportunities and obtaining new engagements. Internally, you will manage engagement economics and provide technical and leadership development to the tax team. We are open to individuals who would like to work full-time or part-time in this role. RESPONSIBILITIES - TAX MANAGER • Maintain and develop strong client relationships on various tax consulting/compliance engagements • Manage engagement workflow, engagement team resources and engagement billing • Work as part of a coordinated client service team approach, working with other practice units to provide industry knowledge and insight to clients in a variety of industries • Review engagement profitability and prepare and analyze monthly billing for assigned engagements • Review tax returns prepared by staff and make recommendations regarding accuracy and tax savings opportunities • Research and analyze a wide range of tax issues and tax implications • Demonstrate strong analytical skills and working knowledge of accounting and tax software • Provide leadership, counseling and career guidance for the development and motivation of the engagement team • Represent firm and build relationships by attending fundraisers, meetings with prospects/bankers, charitable events, professional organizations, etc. • Work as a team on internal initiatives that promote firm growth, culture, technical tax content development and technological advances • Stay informed of current and proposed tax legislation, communicating potential impacts to clients and assist with planning WHAT YOU'LL NEED CPA, J.D., LL.M or Masters in Taxation Minimum of five years of public accounting experience in tax Ability to develop business and foster client relationships Strong leadership, training and mentoring skills Excellent writing, communication and tax research skills ENJOY MORE OF THE THINGS THAT MATTER MOST - Competitive compensation - Insurance, including health, dental, and vision, that begin on day one - 20+ days of paid time off and 13 paid holidays - Flex Fridays and office closures for summer and winter breaks - Parental leave, family care leave, and volunteer time - 401(k) plans and profit sharing - CPA exam bonus, education assistance program, and pet insurance We recognize that our culture is our identity. It is the building block of what makes us unique. Even as we grow, we are working hard to retain that same close-knit culture and continuously promote a positive, supportive work environment through our core values: Care, Integrity, Balance, Respect and Drive. We strive to provide a work/life balance that fits for each and every one of our employees. We are pleased to present a comprehensive benefits package that makes being employed by us more than just work. Below are some of the benefits we offer. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics.
    $71k-99k yearly est. 28d ago
  • Finance Manager - SportsOhio

    The Sports Facilities Companies

    Dublin, OH

    Sports Facilities Management, LLC DEPARTMENT: FINANCE REPORTS TO: GENERAL MANAGER STATUS: FULL-TIME (EXEMPT) ABOUT THE COMPANY: SportsOhio is a premier sport, recreation and entertainment destination focused on improving the health and economic vitality of Dublin, OH. You will be joining a championship level team focused on fun, fulfillment and service built to enrich the community as well as your career and personal growth. SportsOhio is managed by Sports Facilities Management, LLC (SFM), a Sports Facilities Companies (SFC) Organization. SFC is the nation's leading resource for managing and developing sports, recreation, wellness, and events facilities. We provide a highly collaborative and supportive culture that raises our team members to new levels of career growth. Together, we will carve a path in a hyper-growing industry where you will enjoy the journey and learn from the industry's best while having some fun. SFC has been awarded national recognition as a Top Workplace and is considered a workplace of choice. Our mission-focused company is highly entrepreneurial, team-oriented with a culture centered on collaboration, accountability, excellence, and service. We are growing rapidly and looking for high performers at every level to grow with us. POSITION SUMMARY: The Finance Manager is responsible for all bookkeeping functions related to Accounts Payable, Accounts Receivable, Payroll, and General Accounting including maintenance of the accounting systems, adherence to established policies and procedures, review of documentation for appropriate authorization, timely notification of any problems or concerns and superior customer service. This is an important role in our organization that will require tact, diplomacy, and a professional approach to the job. Confidentiality is critical. PRIMARY RESPONSIBILITIES WILL INCLUDE, BUT ARE NOT LIMITED TO THE FOLLOWING: Bookkeeping Duties and Responsibilities Process payroll through the HRIS platform Perform monthly bookkeeping procedures of facility accounts such as bank and credit card reconciliations and customer billing Create and present weekly and monthly financial reporting to the General Manager Comply with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions Assist General Manager with budget preparation Receive, approve, and/or decline client invoices and process all facility billing Maintain financial records including the General Ledger, journal entries, and adjustments Balance cash drawers and make bank deposits Complete any other special projects and daily assignments as directed by the General Manager Personnel Duties and Responsibilities Maintain and secure personnel files Ensure HRIS is up to date by entering new hires and terminating team members timely Respond to inquiries from Team Members regarding policies, procedures, and programs Work closely with SFM Human Resources Representative to make sure all personnel, state, and federal guidelines are met Office Manager Duties and Responsibilities Responsible for the day-to-day operations of the office Responsible for managing administrative staff Maintain adequate stock of office supplies Interact with/and coordinate personnel in the office Manage inbound/outbound mail, etc. Schedule business travel for personnel and clients, if necessary Prepare for all administrative meetings, i.e. office, owner, executive meetings, etc. Prepare memos, letters, reports, expense reports, faxing, PowerPoint presentations MINIMUM QUALIFICATIONS: Bachelor's degree in accounting, business administration, or a minimum of 4 years of experience performing accounting tasks including accounts payable, accounts receivable, payroll, general ledger, and financial reports Proficient with QuickBooks Online and Microsoft Dynamics Proficient with Outlook, Microsoft Word, Excel, and PowerPoint Experience in the Food Services, Hospitality, or Retail industry a plus Strong professional communication skills both verbal and written Well organized and thorough with the ability to multi-task Team approach to task completion Ability to maintain strict confidentiality of client, company, and personnel information Appropriate business acumen while representing the company at all times Ability to operate a calculator, computer, and other general office equipment Knowledge of regulatory requirements of processing payroll accounting transactions and returns Must have excellent interpersonal skills and customer service skills Ability to produce quality work in a fast-moving, deadline-sensitive environment WORKING CONDITIONS: Must be able to lift 20 pounds waist high Will be required to sit for long periods of time Facility has intermittent noise
    $75k-108k yearly est. 26d ago
  • Finance Manager - SportsOhio

    Sports Facilities Company

    Dublin, OH

    Sports Facilities Management, LLC DEPARTMENT: FINANCE REPORTS TO: GENERAL MANAGER STATUS: FULL-TIME (EXEMPT) ABOUT THE COMPANY: SportsOhio is a premier sport, recreation and entertainment destination focused on improving the health and economic vitality of Dublin, OH. You will be joining a championship level team focused on fun, fulfillment and service built to enrich the community as well as your career and personal growth. SportsOhio is managed by Sports Facilities Management, LLC (SFM), a Sports Facilities Companies (SFC) Organization. SFC is the nation's leading resource for managing and developing sports, recreation, wellness, and events facilities. We provide a highly collaborative and supportive culture that raises our team members to new levels of career growth. Together, we will carve a path in a hyper-growing industry where you will enjoy the journey and learn from the industry's best while having some fun. SFC has been awarded national recognition as a Top Workplace and is considered a workplace of choice. Our mission-focused company is highly entrepreneurial, team-oriented with a culture centered on collaboration, accountability, excellence, and service. We are growing rapidly and looking for high performers at every level to grow with us. POSITION SUMMARY: The Finance Manager is responsible for all bookkeeping functions related to Accounts Payable, Accounts Receivable, Payroll, and General Accounting including maintenance of the accounting systems, adherence to established policies and procedures, review of documentation for appropriate authorization, timely notification of any problems or concerns and superior customer service. This is an important role in our organization that will require tact, diplomacy, and a professional approach to the job. Confidentiality is critical. PRIMARY RESPONSIBILITIES WILL INCLUDE, BUT ARE NOT LIMITED TO THE FOLLOWING: Bookkeeping Duties and Responsibilities * Process payroll through the HRIS platform * Perform monthly bookkeeping procedures of facility accounts such as bank and credit card reconciliations and customer billing * Create and present weekly and monthly financial reporting to the General Manager * Comply with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions * Assist General Manager with budget preparation * Receive, approve, and/or decline client invoices and process all facility billing * Maintain financial records including the General Ledger, journal entries, and adjustments * Balance cash drawers and make bank deposits * Complete any other special projects and daily assignments as directed by the General Manager Personnel Duties and Responsibilities * Maintain and secure personnel files * Ensure HRIS is up to date by entering new hires and terminating team members timely * Respond to inquiries from Team Members regarding policies, procedures, and programs * Work closely with SFM Human Resources Representative to make sure all personnel, state, and federal guidelines are met Office Manager Duties and Responsibilities * Responsible for the day-to-day operations of the office * Responsible for managing administrative staff * Maintain adequate stock of office supplies * Interact with/and coordinate personnel in the office * Manage inbound/outbound mail, etc. * Schedule business travel for personnel and clients, if necessary * Prepare for all administrative meetings, i.e. office, owner, executive meetings, etc. * Prepare memos, letters, reports, expense reports, faxing, PowerPoint presentations MINIMUM QUALIFICATIONS: * Bachelor's degree in accounting, business administration, or a minimum of 4 years of experience performing accounting tasks including accounts payable, accounts receivable, payroll, general ledger, and financial reports * Proficient with QuickBooks Online and Microsoft Dynamics * Proficient with Outlook, Microsoft Word, Excel, and PowerPoint * Experience in the Food Services, Hospitality, or Retail industry a plus * Strong professional communication skills both verbal and written * Well organized and thorough with the ability to multi-task * Team approach to task completion * Ability to maintain strict confidentiality of client, company, and personnel information * Appropriate business acumen while representing the company at all times * Ability to operate a calculator, computer, and other general office equipment * Knowledge of regulatory requirements of processing payroll accounting transactions and returns * Must have excellent interpersonal skills and customer service skills * Ability to produce quality work in a fast-moving, deadline-sensitive environment WORKING CONDITIONS: * Must be able to lift 20 pounds waist high * Will be required to sit for long periods of time * Facility has intermittent noise
    $75k-108k yearly est. 27d ago
  • Branch Manager In Training

    Gardaworld 3.4company rating

    Columbus, OH

    GardaWorld Cash Services, one of the nation's largest cash services and armored car companies is seeking to fill a Branch Manager in Training position. The selected candidate will be responsible for the operation of our armored transportation and cash processing facility. The candidate will be security sensitive with prior cash services and profit and loss (P&L) management experience. A thorough understanding of Department of Transportation (DOT) guidelines is preferred. Excellent written and verbal communication skills are necessary. Managers also ensure company policies and procedures are adhered. People skills and leadership experience are a MUST. Job Requirements Responsible for the supervision of all employees at the branch to include supervisors, driver/messengers and vault employees. Responsible for recruitment and training of new employees. Reward, coach, and counsel employees. Ensure employee qualifications with department of transportation guidelines and state/county guard and weapons requirements. Daily vehicle assignments, ensuring vehicle safety and fitness through contact with vehicle services department or local vehicle maintenance vendors. Supervise vault personnel and assist in vault when needed. Fill-in on Armored and or ATM routes when needed. Ongoing training and development of team members. A Minimum of 5 years of management experience in transportation or related field. Knowledge/experience in Supply Chain logistics, routing and driver supervision. A valid state driver's license and the ability to obtain a commercial license. Must maintain an acceptable driving record per company standards. Managers are required to have a high school diploma or general equivalency diploma. Bachelor's degree preferred. Must have or be able to obtain a firearm license. Ability to give clear oral and written instructions and have the ability to train and lead armored and CVS employees. Familiarity with Microsoft Office products such as Word and Excel. Outlook, PowerPoint and Access knowledge is required. Must be able to work with spreadsheets. Must obtain knowledge of the Armored Car Personnel Work Rules or branch labor agreements, Federal Motor Carrier Safety Regulations, state guard and gun regulations and Company policies and procedures. SUPERVISORY RESPONSIBILITY: Branch headcount varies by branch size. Managers will supervise junior management employees, support staff, Crew Leaders, Driver/Messengers, vault personnel, and cash processing staff. WORKING CONDITIONS: Managers will work both indoors and outdoors in all types of lighting and weather conditions, including but not limited to heat, sun, rain, snow and ice. Personal protective equipment may be required, such as firearm, holster and uniform. Bullet resistant vests are supplied by Garda CL and are recommended for use. GardaWorld offers competitive wages and a great benefits package for full time employees: medical, dental, vision, holiday pay, paid vacation, 401K plan and much more! We are an Equal Opportunity Employer and drug free workplace.
    $36k-49k yearly est. 46d ago
  • Branch Manager

    Proman Staffing

    Columbus, OH

    Full-time Description The Branch Manager will ensure that the day-to-day operation of the business is as efficient as possible, that all employees are aware of their responsibilities, that their performance meets expectations, the Branch is compliant with all Unemployment and Workers' Compensation requirements and that the clients are satisfied with our service. Responsible for profit/loss of that particular Branch(es). Responsibilities Manages staff of Recruiters and On-Site Supervisors/Managers including recruiting, training, and development of new and existing staff. Maintains work shift scheduling; reviews and approves hours worked by subordinates. Ensures order fulfillment, partners with local recruiting sources. Counsels and disciplines service employees when needed. Oversees payroll processing to ensure that timely and accurate information is maintained in the system and provided to corporate payroll processors. Monitors inventory of office supplies and orders when needed. Monitors and controls office expenses within budget guidelines. Visits clients, builds and maintains rapport with them. Assists Sales Executive with acquisition of new customers. Provides client-specific reports and other reports as needed. Responsible for meeting Proman goals on payroll/billing errors and branch assessments. Leads the weekly branch meeting. Works with National Unemployment Coordinator to monitor unemployment claims; may attend hearings by phone or in person. Ensuring branch compliance with Proman's Health and Safety Program through developing and implementing plans and goals to minimize injuries and WC costs. This is not an all-inclusive list of duties and may include other duties and responsibilities as assigned by supervisor. Requirements Job Requirements Ability to multi-task and prioritize. Proficient in MS Office programs. Presentation skills. Problem Solving ability. Decision Making ability. Leadership ability. Bilingual- English/Spanish preferred. Primarily works in an office environment. Will be required to work at both a traditional office desk as well as at the applicant's window. Must be able to travel to various facilities in the branch territory and to move within each facility (sometimes long distances) to work with employees and communicate with customer representatives. May involve some lifting of files and boxes. May involve bending or standing to file documents. Qualifications High School Diploma required. Completion of Proman's Management Training Program. AA or BA in Business Administration or related field preferred or equivalent combination of education and experience. Minimum 4 to 5 years' experience in a supervisory role preferably in staffing or other customer service role. Experience working with time keeping systems and various business reports. Experience working with a high level of independence. Demonstrated experience in managing competing demands. Experience managing a team of Recruiters and On-Site Supervisors. Background in Human Resources a plus.
    $39k-59k yearly est. 6d ago
  • Branch Manager

    Richwood Bank 3.9company rating

    Richwood, OH

    At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive. Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members. The Branch Manager is a leadership position requiring a positive attitude, an ability to mentor, coach, and train both new and existing employees. Oversees the branch customer relationships and the operational functions to keep facilities and processes always running smoothly. A primary function is managing, leading, and evaluating staff to ensure they achieve their highest level of customer service as well as personal development goals. The Branch Manager is responsible for acquiring and maintaining customer relationships as well as exceeding customer expectations. This position will manage the full spectrum of banking services provided by Richwood Bank, from handling consumer products in branch to referring all ancillary services. Richwood Bank prides itself on unique company culture and all team members should be active and engaged participants. Richwood Bank has a comprehensive benefits package for full time employees including but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full-time and part-time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement and tons of professional development opportunities! Essential Functions Manage bank branch staff employees Keep track of employee schedules and attendance Supervise daily banking activities Inform staff of any information received from Corporate Communicate expectations clearly Delegate tasks as needed Greet customers Facilitate all transactions for customers across all financial account types and requests Open accounts and teach customers how to gain the most potential from them Assist new customers in transferring all funds over seamlessly through our switch program Maintain an accurate balance of cash drawers daily Demonstrate knowledge of all accounts, products and services offered Support customers with all account and service needs Be willing to help customers with additional benefits such as notary, faxing and check orders Stay current on rates for CDs, savings IRAs and interest bearing checking Listen to customer needs and recommend the best solutions to help them succeed Assist team with miscellaneous office support such as inventory of supplies and cookie Friday preparations Scan proof - scanning all transactions daily into the computer Demonstrate drive thru knowledge - speaker, transaction drawers/tube Provide coverage for additional branches on an as needed basis Implement Business Development strategies Provide sales leadership and guidance to the team Conduct quarterly incentive reviews with staff Lead monthly Professional Development conversations with Staff Open and Close the branch while adhering to all bank security procedures Follow up on customer grievances Responsible for continued training and education of staff Skills and Abilities Leadership Ability to motivate others Ability to multi-task when needed Project management Excellent customer service skills The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss and fraud Mathematical skills In-depth knowledge of our bank products and services Work well under pressure and in a fast paced environment Ability to identify opportunity to educate customers of more products and services that may fit their needs (cross promotion) Strong communication skills High degree of accuracy Detailed and organized Maintain confidentiality at all times Maintain a positive can-do attitude towards your team and customers Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and teller roles and responsibilities relating to each act Punctual Driven to succeed and open minded to learn more about new technology within our industry Education High School Diploma or GED required, college preferred Five years customer service experience required, Three years banking experience preferred Supervisory experience required Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $39k-52k yearly est. 27d ago
  • Branch Manager

    Hidden Creek

    Pataskala, OH

    Now Hiring: Branch Manager - Pool Division Location: Pataskala, OH | Full-Time Onsite | Reports to: Director of Operations At Hidden Creek, we don't just build pools - we build strong teams, scalable systems, and exceptional client experiences. If you're a hands-on leader who thrives in complex operations, understands financial performance, and knows how to develop managers and crews, this could be the opportunity you've been waiting for. We're looking for a Branch Manager - Pool Division to lead all pool-related operations at our Pataskala branch and help strengthen Hidden Creek's presence in the pool market. About the Role As the Branch Manager - Pool Division, you'll oversee pool construction, renovation, service, and future maintenance operations. You'll be accountable for operational excellence, financial performance, and team development across the division. This role blends strategy and execution - leading department managers, optimizing schedules and workflows, fostering a safety-first culture, and ensuring clients receive outstanding quality and communication at every touchpoint. It's a highly visible leadership role with real ownership and impact. What You'll Do (In case you like bullet points and clarity - we do too!) Operational Leadership & Team Development (30%) Lead and coach department managers and crews, run weekly leadership check-ins, and build a culture of accountability, safety, and growth. Project Execution & Service Excellence (20%) Oversee pool construction and service delivery to ensure schedules, quality, and client expectations are met - from kickoff to closeout Financial & Resource Management (20%) Own branch financials, labor efficiency, and job costing. Optimize crews, equipment, and purchasing to hit performance targets. Safety & Compliance (10%) Champion safety standards, run audits and trainings, and ensure OSHA and company compliance across all operations. Cross-Team Collaboration & Growth (10%) Partner with Design/Build, Maintenance, and Operations teams to improve workflows, client handoffs, and identify growth opportunities Admin & Leadership Meetings (10%) Track KPIs, review performance data, and lead meetings that drive clarity and results. What Makes You a Great Fit Experience leading operations in pool construction, service, or field-based management Comfortable-owning people, projects, and financial performance Organized, adaptable, and calm under pressure Strong communicator who can lead leaders and crews alike Tech-comfortable (or eager to learn) tools for scheduling, job costing, and reporting Passionate about developing people and building strong teams Motivated by growth - yours, your team's, and the company's Why Hidden Creek? We live by four values: Dare to Be Different | Driven to Grow | Lead with Intent | Make Someone Smile We're not your average landscaping company. At Hidden Creek, we believe in mentorship, tech-enabled operations, and people-first leadership. Guided by the LeanScaper method and connected with top industry peers, our team is shaping the future of how great work gets done. We invest in growth, reward initiative, and develop leaders at every level. We Offer: Medical, Dental, and Vision Insurance Life Insurance provided by Hidden Creek 401(k) with 4% Company Match Paid Time Off 12 Paid Holidays (Including Christmas Eve through New Year's Day) Competitive Base Salary + Bonus Opportunity Employee Referral Bonus Program Core Value Rewards Program Team-building events and a collaborative, high-performance culture Hidden Creek Landscaping, Inc. is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other legally protected status. We are committed to complying with all applicable provisions of the Americans with Disabilities Act (ADA). If you require reasonable accommodation during the application or interview process, please let us know. Employment with Hidden Creek Landscaping, Inc. is at-will. This means that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice. Qualifications Must have pool construction experience (full build lifecycle) Has managed multiple projects at once Has led field teams or managers in construction/service settings Understands job costing, labor planning, budgets, and profitability Preferred: Experience managing a branch or division Built or scaled a pool service program Familiarity with scheduling/job-costing software Background in hardscape, patio, or outdoor living construction Experience implementing operational systems or KPIs Spanish-speaking (bonus for communication, not required)
    $39k-59k yearly est. 9d ago

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