Business & finance analyst full time jobs - 108 jobs
Financial Analyst
Russell Tobin 4.1
Columbus, OH
💼 Asset Movement Team Associate - Finance Entry-Level Opportunity (Full-Time)
🎯 Perfect for Recent Grads!
Are you a recent graduate with less than 1 year of experience or finance internships? This is your foot in the door to the finance industry!
⚠️ Contract Position - 3 months duration
📋 What You'll Do:
Review and approve money movement transactions 💸
Provide world-class customer service 🌟
Work with Morgan Stanley branch associates
Apply risk policies to prevent fraud 🔒
Stay current on SEC/FINRA compliance rules 📚
🎓 What We're Looking For:
Recent college graduates or equivalent experience
Basic experience with Microsoft Suite 💻
Strong communication and interpersonal skills 🗣️
Attention to detail and organizational skills 📊
Ability to learn new systems quickly ⚡
🌟 Why This Role?
Fast-paced, high-quality work environment
Team collaboration with critical thinking
Exposure to compliance and risk management
Technology and project experience
Excellent entry point into finance career!
💡 Additional Opportunities Available! We have other positions available for recent grads! If you think you'd be a good fit, please reach out to me - I'd love to discuss more opportunities that might align with your career goals! 📞✨
$44k-63k yearly est. 20h ago
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Business Analyst, Commercial
Gifthealth Inc.
Columbus, OH
Description: About Us
At Gifthealth, we're revolutionizing the way people experience healthcare by simplifying the process of managing prescriptions and health services. Our mission is to provide a seamless, personalized, and efficient healthcare experience for all our customers. We're a dynamic, innovative, and customer-centric company dedicated to making a positive impact on people's lives.
Position Summary
We are seeking a BusinessAnalyst, Commercial to support data-driven decision-making within our Large Pharma Commercial Team. This position plays a key role in supporting analysis of patient data; identification of trends; generation of actionable insights; partnership with leadership to improve insights, efficiency, patient experience, compliance, strategic outcomes, and client story-telling; ensuring alignment with organizational goals, operational excellence, and compliance standards.
Key Responsibilities
Data & Reporting
Collect, clean, and analyze data from pharmacy platforms.
Develop dashboards, recurring KPI reports, and ad hoc requests
Build automated reporting to reduce manual effort.
Trend Analysis & Insights
Identify sales and patient trends, bottlenecks, and performance opportunities.
Conduct root-cause analysis for performance dips and patient experience issues.
Monitor behavior patterns and therapy trends on a patient, product, and manufacturer level.
Strategic Planning
Partner with leadership to create data-driven strategies.
Support new program launches with capacity and workflow assessments.
Recommend optimizations for training, staffing, and automation.
Cross-Functional Collaboration
Work with IT, Operations, Compliance, QA, and Pharma Client teams.
Translate business needs into technical requirements.
Present insights to internal and external stakeholders.
Quality, Compliance & Documentation
Ensure compliance with regulatory requirements including HIPAA.
Maintain documentation for data sources, metric definitions, and workflows.
Qualifications
Education: Bachelor's degree in Business, Analytics, Healthcare, or related field.
3+ years analytics experience in call center, healthcare, or pharma.
Proficiency with Excel, Power BI, Tableau, or similar.
Strong SQL skills and comfort with large datasets.
Experience with CRM or pharmacy operating systems.
Preferred Skills:
Experience in specialty pharmacy or pharma services.
Knowledge of HIPAA and patient privacy.
Familiarity with pharmacy forecasting and pipeline development.
Experience supporting pharma clients or brand teams
Analytical mindset with strong attention to detail
Process-oriented problem solver
Strategic thinker with strong communication abilities
Team-oriented with cross-functional collaboration skills
Work Environment
Location: Remote
Schedule: Full-time
May require additional availability or flexibility for escalations.
Regular meetings with your team, departments, or leadership] to ensure alignment.
Key Essential Functions
Must be able to work onsite as needed
Must be able to work at a computer for at least 8 hours
Must be able to perceive and interpret data from Gifthealth's business systems in a timely manner
Must be able to operate computer to prepare reports and analytics compendia in a timely manner
Must be able to communicate data/analytical findings to non-statistical coworkers and management in a timely manner
Must be able to consider/generate a large amount of data, sequence thoughts and apply logical conclusions to offer practical solutions to the issues presented by the data
Employment Classification
Status: Full-time
FLSA: Exempt
Equal Employment Opportunity (EEO) Statement
Gifthealth is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, transgender status, national origin, age, disability, veteran status, or any other legally protected status.
We celebrate diversity and are committed to creating an inclusive environment for all employees. If you do not meet every requirement but still feel you would be a great fit for this role, we encourage you to apply!
Disclaimer
This job description is intended to describe the general nature and level of work being performed. It is not intended to be an exhaustive list of all responsibilities, duties, or skills required of personnel. Gifthealth reserves the right to modify job duties or descriptions at any time.
Requirements:
$60k-84k yearly est. 28d ago
Business Analyst - Pharmacy & Patient Experience Insights
Gifthealth
Columbus, OH
About Us
At Gifthealth, we're revolutionizing the way people experience healthcare by simplifying the process of managing prescriptions and health services. Our mission is to provide a seamless, personalized, and efficient healthcare experience for all our customers. We're a dynamic, innovative, and customer-centric company dedicated to making a positive impact on people's lives.
Position Summary
The BusinessAnalyst, Pharmacy & Patient Experience is a strategic partner across Account Management and Operations, responsible for understanding how patients move through our workflows-from prescription intake to fulfillment to ongoing support-and identifying meaningful opportunities to improve outcomes. You will drive the analytics behind Patient Experience performance, operational efficiency, pharmacy throughput, and quality of service.
This role is ideal for someone who loves uncovering insights, telling compelling data stories, and building models that help shape how thousands of patients receive care.
Key Responsibilities
Patient Experience & Pharmacy Insight Generation
Analyze the full patient journey across pharmacy operations: prescription intake, processing workflows, communication touchpoints, and fulfillment outcomes.
Identify friction points, trends, and opportunities that impact patient satisfaction, speed to therapy, and medication adherence.
Build dashboards and reporting in Looker that illuminate patient-level and operational KPIs (e.g., turnaround time, resolution cycles, experience quality metrics, task volume, and throughput).
Use SQL and Python to develop repeatable analytics, operational models, and automated insights.
Storytelling & Decision Support
Translate complex data into clear, actionable narratives for leaders across Account Management, Pharmacy, Clinical, and Product.
Build business cases and insight decks that highlight root causes, strategic opportunities, and measurable impact on patient outcomes.
Work cross-functionally to define metrics and develop strategies that elevate the patient experience.
Predictive Modeling & Operational Forecasting
Forecast patient demand, workflow volume, staffing needs, and operational load using statistical modeling.
Support scenario planning around new pharmacy workflow changes, patient communication strategies, and experience-improvement initiatives.
Measure impact of operational experiments or product features, enabling data-driven decisions around scale and investment.
Process & Systems Optimization
Partner with operations, engineering, and product teams to identify data gaps, improve metric reliability, and refine upstream workflows.
Improve data quality across Looker, SQL models, and experience-related datasets.
Champion experimentation, continuous improvement, and high-quality analytics practices.
Qualifications
3-6+ years of experience as a BusinessAnalyst, Data Analyst, or Operations Analyst, ideally in healthcare, pharmacy, or patient-facing environments.
Strong expertise in SQL, Python, and Looker (or similar BI tools).
Demonstrated ability to identify trends, evaluate root causes, and derive insights that influence business outcomes.
Outstanding communication and storytelling skills-able to convey complex patterns in a way that resonates with both operational and executive audiences.
Experience analyzing patient journeys, experience metrics, operational workflows, or other service-quality domains.
Comfort operating in fast-paced, high-growth environments where ambiguity is expected and ownership is essential.
Preferred Skills:
Experience with pharmacy operations, PBM, healthcare delivery, or patient support processes.
Exposure to predictive modeling techniques, queueing theory, or operational research.
Track record of influencing process improvement or experience-improvement initiatives.
Work Environment
Location: Remote
Schedule: Full-time
May require additional availability or flexibility for escalations.
Regular meetings with your team, department, or leadership to ensure alignment.
Key Essential Functions
Must be able to sit and/or work at a computer for extended periods of time.
Must be able to use standard office equipment, including a computer, keyboard, mouse, and telephone.
Must be able to perform repetitive motions throughout the workday, including typing, reading, and reviewing documentation.
Must be able to communicate effectively with internal and external stakeholders in person, via video conference, and in writing.
Must be able to work during standard business hours.
Employment Classification
Status: Full-time
FLSA: Exempt
Equal Employment Opportunity (EEO) Statement
Gifthealth is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, transgender status, national origin, age, disability, veteran status, or any other legally protected status.
We celebrate diversity and are committed to creating an inclusive environment for all employees. If you do not meet every requirement but still feel you would be a great fit for this role, we encourage you to apply!
Disclaimer
This job description is intended to describe the general nature and level of work being performed. It is not intended to be an exhaustive list of all responsibilities, duties, or skills required of personnel. Gifthealth reserves the right to modify job duties or descriptions at any time.
$60k-84k yearly est. 29d ago
Business Analyst II/Tech Writer
Foxhole Technology, Inc. 4.0
Columbus, OH
Job Title: BusinessAnalyst II/Tech Writer
Position Type: Full-time
Clearance Level: Secret
Foxhole Technology provides robust cybersecurity and IT support capabilities for federal civilian and defense agencies. A recognized leader in navigating technology and security challenges, Foxhole delivers mission-focused innovations to answer evolving and complex needs. Our talented employee-owners provide agile, scalable services and solutions that solve operational gaps, operate critical systems, and protect and secure the enterprise - across the organization and around the world.
Foxhole Technology is seeking a BusinessAnalyst II/Tech Writer to support cyber sensing development and defense activities within a secure Department of Defense (DoD) environment. This position offers valuable hands-on experience across the DoDIN and multiple platforms and tools, making it ideal for candidates with a foundational understanding of IT operations and a strong interest in cybersecurity and system maintenance.
Job Description
Provide support to contract management and control planning, contract reporting, Technical Interchange Meetings, Technical Exchange Meetings, Transition Implementation Planning, and Risk Management.
Support governmental professional management, consulting and administrative service support for business functions involved in the internal programming and execution process.
Assist with the development of external project reports, which includes, but is not limited to: monthly program reviews, quarterly program assessments, and other reports related to project management.
Prepare executive reports and briefings for various projects.
Conduct and monitor data calls for various divisions and offices.
Provide deliverable tracking, review deliverables, and provide guidance for improvement.
Support data collection activities.
Analyze programmatic data; report findings and conduct process improvement evaluations.
Provide professional service support to the development of strategic guidance and internal procedures and policies for business and routine non-technical operations.
Provide professional service support to assist with administrative functions to include, but not limited to: document preparation, scheduling, record keeping, recording minutes, after action reports, preparing travel orders, reserving Government facility meeting space, office supply and inventory, preparing briefing packages, property control, information research and archival, data entry, project coordination, and control activities.
Provide technical expertise for the Operations and Maintenance (O&M) of the deployed software and sensors systems.
Writes a variety of technical articles, reports, brochures, and/or manuals for documentation for a wide range of uses.
Coordinates the display of graphics and the production of document.
Ensures content is of high quality and conforms to standards.
Gather, translate, and compose technical information into clear, readable documents for use by both technical and non-technical personnel.
Develop and maintain system, programming, security authorization, and operations documentation, procedures, and methods.
Produce workflows, design diagrams and drawings both at the business level and SOP technical level.
Provide and coordinate documentation services and ensure the accuracy of technical documentation. Draft and finalize IT documentation, including technical specifications, user manuals, installation guides, and operating manuals in the style and format required by the task.
Support the program's SharePoint project site by designing, constructing the site using corporate standards and managing all project documents in conjunction with the Program Manager (PM) and Configuration Manager.
Maintain the document library by updating the documents and keeping track of version controls.
Manage and maintain documentation standards (processes and style standards).
Develop contractually required deliverables by working with the PM, Technical Lead, and developers and submit deliverables to customers per an agreed upon delivery schedule. Manage storing of all deliverables and keep track of the deliverable inspection memos from customers.
Meet with customer representatives, vendors, program management staff, or government/contractor/ Subject Matter Experts (SME) to establish technical specifications, SOPs, workflows and other related program documentation as required.
Develop training material for the user community as new functionality is released
Support the PM with meeting minutes, status reports and other tasks as requested
Assist in the administration of project deliverables and provide editorial review for the final products
Minimum Requirements
Minimum Security Clearance: Active Secret clearance.
Minimum of 3+ years of experience as a BusinessAnalyst/Tech Writer
Expertise in the development, operation, maintenance, and management of electronic business tools.
Experience in supporting the procurement process, such as assisting with market research and research for various justifications, determinations, and findings.
Working knowledge of Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft SharePoint, and Adobe Acrobat
Basic MS Visio skill sets to create workflows and diagrams
Ability to work on multiple documents under tight deadlines
Highly organized, proactive, and collaborative
Basic knowledge of managing operating systems, user permissions, and file structures
Ability to follow structured processes and maintain clear documentation.
Strong interest in learning and contributing to a mission-driven, security-focused team
Desired Experience/Certifications
BS Degree in a related Field
Familiarity with either Windows Server or Linux systems
Knowledge of DevSecOps principles, automation, test integration, and scalable deployment architectures
More Information
#MON
At Foxhole Technology, we are committed to pay transparency as required by law, for our applicants and employee-owners. The salary range for this position is $70,000-$78,000. Actual compensation will be determined based on a number of factors as permitted by law.
Foxhole Technology offers a competitive benefits package for our employees and their dependents, including health, dental, and vision care, paid leave, retirement plans (401K, Roth, and ESOP), life and disability insurance, flexible spending accounts, and education and training assistance.
Requirements of position: Think analytically, effective verbal and written communication skills, make decisions, observe/remember details, interpret data, concentrate on tasks, adjust to change, handle stress/emotions. Regular attendance, maintain work schedule, attend meetings, meet deadlines, keyboard/type, handle confidential information, use math/calculations, stay organized, operate office equipment, may direct others. Must be able to see, have eye/hand coordination, and lift up to 10 lbs. May be exposed to dust/dirt, humidity, and noise.
Foxhole Technology is an Equal Opportunity Employer and makes hiring decisions without regard to race, color, religion, sex (including pregnancy, childbirth and sexual orientation), national origin, age, disability, genetic information, military/veteran status, or any other protected class.
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$70k-78k yearly Auto-Apply 19d ago
Business Intelligence Analyst
Central Insurance 3.6
Dublin, OH
Location: Van Wert, OH or Dublin, OH Work Model: Hybrid Position type: Full time - salary We're a team of employees passionate about delivering best-in-class customer service and driving innovation in claims management. Integrity, relationships, and excellence are at the heart of everything we do.
Our employees fully utilize their talents and bring their best selves to work. We believe who you are is just as important as what you do!
Join our team at Central as a Business Intelligence Analyst and turn data into decisions that drive real change. In this role you'll be at the heart of transforming raw information into actionable insights that shape strategy and accelerate growth. Your work won't just crunch numbers-it will empower leaders, optimize operations, and influence the future direction of the business. If you're passionate about uncovering trends, solving complex problems, and making a measurable impact, this is your opportunity to shine.
Key Responsibilities of the Role
Demonstrate SME-level data knowledge with proven expertise in at least one domain
Leverage data and data technology to research, design, analyze, develop and maintain exceptional business intelligence solutions
Interact with stakeholders to learn business needs in order to build, manage and iterate insightful dashboards and complete BI solutions
Support product management and underwriting by performing data analyses as required to inform decision making
Collaborate with enterprise data, data science, data governance, actuarial, finance, claims and other business units to ensure data is accurate and well-documented
Participate in code review process and adhere to a standard of excellence related to the accuracy of data and reporting produced
Increase data literacy across the organization by providing training and support for the business intelligence tools developed
Assist the organization in making data-driven decisions and identifying new solutions that support its short and long-term goals
Collaborate with leadership -- listen, respond and work to accomplish department goals consistent with Central's mission and values
Collaborate with Product, Underwriting, Analytics, Actuarial, Finance, IT and other business units to share knowledge and avoid duplicative work
Required Qualifications
Master's degree in related field
Or Bachelor's degree in related field and 2 years of insurance or IT experience
Or 4 years insurance or IT experience
Proficient in SQL and/or querying data from complex relational databases
Advanced use of Microsoft Excel
Preferred Qualifications
Experience communicating data insights between technical and business personnel
Experience with Property & Casualty Insurance products and/or associated data
Experience with external data sources
Knowledge, Skills, and Abilities
Ability to understand, design & implement end-to-end BI workflows (Power BI visualization expertise preferred)
Ability to manage detailed datasets and build reports with a focus on actionable insight
Ability to effectively communicate complex data elements to both technical and business users
Exceptional critical thinking, problem solving, communication and research skills
Ability to work with dynamic cross-functional teams and other stakeholders
Attitude of a constant learner -- keeping pace with industry trends, changes and current events in order to better understand impact to the organization
Forward thinker who proactively seeks opportunities and proposes solutions
Open to utilizing and learning a wide variety of technical tools
Project management skills including time management, resource prioritization, and project structuring
Good understanding of Central Insurance's policies and processes
Total Rewards
Central establishes base pay based on several factors including labor market data and an evaluation of candidate qualifications relative to role requirements. Base pay is one component of a comprehensive total rewards package designed to support employees' financial, health, career, and retirement objectives. Central provides extensive health and wellness benefits to promote flexibility, work-life balance, and long-term financial security. For more information, see Central Insurance Benefits
$77k-104k yearly est. 34d ago
Entry Level Vibration Analyst
I-Care Group 4.8
Columbus, OH
Responsible for maintaining a full time on site Condition Monitoring services ensuring quality and customer satisfaction. Candidate is responsible for scheduling work as necessary as well as reporting metrics, KPIs that accurately reflect the performance, progress, reports and findings as required by the client and I-care. The Manager is also accountable for developing and updating SOP's, internal audits, overall safety, including ensuring compliance with all I-care, client, OSHA, and all other applicable standards to the facility that they are servicing, be a technical resource to the client and I-care employees in troubleshooting PdM and lubrication-related issues and perform and oversee specific projects as assigned.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
1. Leads condition monitoring program setup or for clients as required, including but not limited to:
a. Building and maintaining CM technology databases to applicable I-care and client-required standards.
2. Responsible for communication and education between the company and clients, including but not limited to:
a. Communicating the I-care deliverables to the client.
b. Conduct technology awareness sessions for clients as requested.
c. Submit documented case studies for customers to support machine life cycle improvement.
d. Must be able to interact comfortably, gain trust, and communicate effectively.
3. Responsible for necessary auditing, metrics and reporting, including but not limited to:
a. Ensuring all databases are in compliance with current applicable standards.
b. Managing all database changes.
c. Lead Management of Change (MOC) process adherence.
e. The accuracy and timeliness of all internal and external communications and reporting.
f. Nuisance alarm management.
4. Responsible for the overall safety awareness of the work environment.
a. Ensuring compliance with I-care, client, OSHA, and other applicable standards.
b. Actively participates in I-Care and client safety programs to foster continuous improvement.
c. Issue a “Stop Work” action if any situation, environment, or condition is an immediate concern of injury to himself or others. If it is not safe then do not perform the work until a safe method or condition exists, period.
5. Mentoring - A few of the activities in the area of Mentoring will include, but are not limited to:
a. Assist in training/mentoring of I-Care employees.
b. Able to convey obtained knowledge from seminar/training sessions.
6. Performs Condition Monitoring and Reporting of equipment. Condition Monitoring responsibilities include but are not limited to:
a. Collect technology data in accordance with I-Care and best practice industry standards.
b. Maintains technology databases with current information.
e. Reports results in a clear concise manner following all I-Care and/or client procedures for content.
7. Other Responsibility
a. Performs special projects as assigned. Work on call and/or overtime as needed and required.
b. Ensures that the work area and all I-Care and/or client-supplied equipment are clean, secure, and well maintained.
_______________________________________________________________________________________
GENERAL PERFORMANCE MEASUREMENTS
1. Technical - verifies accurate analysis and reporting of technology data, reports are accurate, and neat, and assignments are completed as scheduled.
2. All inquiries are courteously attended to. Good business relations exist with I-Care employees and clients. A professional image is projected at all times.
3. Work is performed safely and the employee actively participates in continuous improvement of the safety programs. Work areas and equipment are kept neat, clean, and well organized.
QUALIFICATIONS
EDUCATION/CERTIFICATION: High school graduate or equivalent, College Graduate preferred in technology or engineering field. ASNT-TC1A or ASNT-CP189 Professional Certification Level 2, or ISO Category 3, or industry equivalent.
REQUIRED KNOWLEDGE: Mechanical CM Analyst: machinery fundamentals including pumps, motors, gearboxes, blowers, compressors, switchgear, etc. Knowledge of mechanical fundamentals, such as fits and tolerances. Detailed knowledge of data acquisition techniques utilizing Vibration
Analyzers, Ultrasound. Working knowledge of other condition-monitoring technologies.
Electrical CM Analyst: knowledge of electrical fundamentals including: switchgear, fuses, disconnects, cable, torquing of fasteners, transformers, etc. Knowledge of data acquisition techniques utilizing Infrared Cameras, Ultrasound, Motor Testing Equipment. Working knowledge of other condition-monitoring technologies.
EXPERIENCE REQUIRED:3 or more years of direct related experience.
SKILLS/ABILITIES: Good communication skills, both oral and written.
Proficient computer skills, including but not limited to Windows, Word, and Excel.
Solid analytical and problem-solving abilities.
Able to work well independently.
$65k-83k yearly est. 60d+ ago
FINANCIAL MANAGEMENT ANALYST
Department of Defense
Columbus, OH
Apply FINANCIAL MANAGEMENT ANALYST Department of Defense Defense Finance and Accounting Service DFAS - ENTERPRISE SOLUTIONS AND STANDARDS - JJAPEBB Apply Print Share * * * * Save * This job is open to * Requirements * How you will be evaluated * Required documents
* How to apply
Summary
This job announcement uses the USA Hire Assessment to evaluate applicants. For more information, visit USA Hire Assessment.
Summary
This job announcement uses the USA Hire Assessment to evaluate applicants. For more information, visit USA Hire Assessment.
Overview
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Accepting applications
Open & closing dates
01/13/2026 to 01/27/2026
Salary $50,460 to - $83,727 per year Pay scale & grade GS 7 - 9
Locations
1 vacancy in the following locations:
Indianapolis, IN
Limestone, ME
Rome, NY
Cleveland, OH
Show morefewer locations (1)
Columbus, OH
Remote job No Telework eligible No Travel Required 25% or less - You may be expected to travel for this position. Relocation expenses reimbursed No Appointment type Permanent Work schedule Full-time Service Competitive
Promotion potential
9
Job family (Series)
* 0501 Financial Administration And Program
Supervisory status No Security clearance Other Drug test No Position sensitivity and risk Noncritical-Sensitive (NCS)/Moderate Risk
Trust determination process
* National security
Financial disclosure No Bargaining unit status Yes
Announcement number ML-12859911-26 Control number 854267800
This job is open to
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Internal to an agency
Current federal employees of the hiring agency that posted the job announcement.
Clarification from the agency
This announcement is open to current, permanent DFAS employees in the competitive service, Eligible DoD PPP Military Spouse preference applicants and current DFAS VRA employees.
Duties
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* Performs random reviews of disbursements for assigned programs such as Military Pay, Civilian Pay, Travel Pay, Retired and Annuitant Pay, and Commercial Pay.
* Organizes, collects, analyzes and presents a variety of data, information, and statistics related to financial programs and projects based on reviews of assigned program accounts.
* Researches and identifies problems, determines corrective actions as needed and recommends changes to procedures and practices.
* Develops recommendations for modifications or correction of deficiencies.
* Analyzes and evaluates financial management systems, public laws, governing policies, guidelines, rules, regulations, and precedents.
Requirements
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Conditions of employment
* Must be a U.S Citizen or National
* This national security position, which may require access to classified information, requires a favorable suitability review and security clearance as a condition of employment. Failure to maintain security eligibility may result in termination.
* Registered for Selective Service (males born after 12-31-1959)
* Suitable for Federal employment
* Time after Competitive Appointment: Candidates must have served 3 months after latest competitive appointment in the Federal service.
* Time in Grade Requirement - see the Qualifications field below for more details.
* Obtain/Maintain Financial Management Certification
* New employees to the Defense Finance and Accounting Service will be required to successfully pass the E-Verify employment verification check. To learn more about E-Verify, including your rights and responsibilities, visit e-verify.gov.
* The Tax Cuts and Jobs Act of 2017 makes certain reimbursements/payments taxable. For information on these changes and the Relocation Income Tax Allowance (RITA), for which some appointees are eligible, click here.
* Pay for first time hires to the Federal Government will typically be set at step 1 salary range for their respective grade level.
Qualifications
You may need to send proof of education or of certification to be considered for this position. Click here for more information on who must submit documentation at the time of application and what documentation is acceptable: Transcripts and Certifications.
One year of specialized experience equivalent in level of difficulty and responsibility to that of the next lower grade within the federal service, which demonstrates the ability to perform the duties of the position, is required.
Specialized Experience at the GS-7: One year of specialized experience equivalent in level of difficulty and responsibility to that of the next lower grade (GS-5) within the federal service, which demonstrates the ability to perform the duties of the position, is required.
Specialized experience at the GS-07 level is defined as: Applying financial laws, regulations, principles, systems knowledge, policies, methods, and practices for commercial pay to perform random document reviews for Commercial Pay. Providing routine technical guidance to managers, employees and/or customers; gathering data from financial systems; and researching financial policies and laws to resolve common financial issues related to Commercial Pay.
Specialized Experience at the GS-9: One year of specialized experience equivalent in level of difficulty and responsibility to that of the next lower grade (GS-7) within the federal service, which demonstrates the ability to perform the duties of the position, is required.
Specialized experience at the GS-09 level is defined as: Applying financial laws, regulations, policies and procedures and performing random reviews of disbursements for Commercial Pay. Organizes, collects, analyzes and presents a variety of data, information, and statistics related to financial programs and projects based on reviews of assigned program accounts.
Time-in-Grade: Current or former federal employees who have held a GS position in the preceding 52 weeks, must meet the time in grade requirement. To be considered for the GS-7, applicants must have served 52 weeks as a GS-5 or higher in the Federal service. To be considered for the GS-9, applicants must have served 52 weeks as a GS-7 or higher in the Federal service.
You may qualify for consideration if meeting time-in grade, specialized experience, education requirement, 90 days after competitive appointment requirement, and all other qualification requirements within 30 calendar days after the closing date of the announcement, unless otherwise indicated on the announcement.
The effective date of your SF-50 must reflect that you will meet the 52-week time in grade requirement within 30 days of the announcement closing.
Education
GS-07 Substitution of Education for Experience: One full year of graduate level education or Superior Academic Achievement (****************************************************************** may be substituted to meet the specialized experience requirement. Equivalent combinations of successfully completed graduate level education and experience may be used to meet total experience requirements.
GS-9 Substitution of Education for Experience: Two full years of progressively higher level graduate education, Master's or equivalent graduate degree, may be substituted to meet the specialized experience requirement. Equivalent combinations of successfully completed graduate level education and experience may be used to meet total experience requirements.
Additional information
* Moving expenses will not be paid.
* Telework availability is limited and will only be provided on a rare case-by-case basis during situations where Agency Leadership has determined that telework serves a compelling DoD need.
* We may use this announcement to make a temporary promotion. For some positions, the temporary promotion may be made permanent without further competition.
* Selections are subject to restrictions resulting from the DoD Program for Stability of Civilian Employment.
* We may use this announcement to fill additional vacancies within 120 days of the closing date.
* This position is exempt from the Fair Labor Standards Act.
* Travel requirement is seldom.
* This position is covered by a bargaining unit.
* This position will be covered by formal training under the DFAS Career Acclimation Program (DCAP). The purpose of this program is to develop well-qualified, well-trained, high potential employees for future positions within DFAS. Promotion is conditional based on performance, successful completion of training, and availability of higher graded work. Participants who do not successfully complete the program may be separated.
* For grades below the full performance level, only MSP/PPP eligible candidates who currently occupy a formal training program position will be entitled to exercise their priority preference.
* Retired Civil Service Employee: Employment of retired Federal employees receiving an annuity is subject to the requirements of the Department of Defense (DoD) policy guidance. (See DoD Instruction 1400.25, Volume 300, here.
* The Security Designation will vary and dependent upon position and may require a secret clearance or higher. Employment in this position requires a background investigation which may delay starting date. If you are selected and cannot obtain a favorable security determination within a reasonable period of time due to disclosed/undisclosed background issues, the employment offer may be withdrawn. Individuals selected are required to obtain/maintain a favorable security determination to occupy a sensitive position within the agency as a condition of employment. Failure to maintain eligibility to occupy a sensitive position may result in termination. For more information see the security section of Understanding Vacancy Announcements.
* Criminal History Inquiries- For some positions, criminal history inquiries may not take place before you receive a conditional job offer. Please see Fair Chance to Compete for Jobs Act of 2019 (dfas.mil) for more information on The Fair Chance to Compete Act, exceptions, and DFAS contact information.
* This position requires you to obtain and maintain a Level 2 Certification under the DoD Financial Management (FM) Certification Program as a condition of employment. If you are selected, you will have to obtain this certification within two (2) years of your entry on duty in the position unless you are already in a position that requires a Level 2 Certification in which case you must complete the certification within the original 2-year period. Failure to become certified within the required time-frame may be grounds for removal from the position and/or from Federal service. Information about the DoD FM Certification Program is available at: *************************************************
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Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution.
Benefits
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A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits.
Review our benefits
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
How you will be evaluated
You will be evaluated for this job based on how well you meet the qualifications above.
IMPORTANT NOTE - YOU MUST FOLLOW ALL APPLICATION INSTRUCTIONS CAREFULLY. ERRORS OR OMISSIONS MAY AFFECT YOUR RATING.
You will be evaluated based on how well you meet the qualifications listed in this vacancy announcement. Your qualifications will be evaluated based on your application materials (e.g., resume, supporting documents), your responses on the application and your responses to all assessments required for this position. You will be assessed on the following competencies (knowledge, skills, abilities, and other characteristics):
* Accountability
* Arithmetic/Mathematical Reasoning
* Attention to Detail
* Customer Service
* Decision Making
* Flexibility
* Integrity/Honesty
* Interpersonal Skills
* Learning
* Reasoning
* Self-Management
* Stress Tolerance
* Teamwork
Reasonable Accommodation (RA) Requests: If you believe you have a disability (i.e., physical or mental), covered by the Rehabilitation Act of 1973 as amended that would interfere with completing the USA Hire Competency Based Assessments, you will be granted the opportunity to request a RA in your online application. Requests for RA for the USA Hire Competency Based Assessments and appropriate supporting documentation for RA must be received prior to starting the USA Hire Competency Based Assessments. Decisions on requests for RA are made on a case-by-case basis. If you meet the minimum qualifications of the position, after notification of the adjudication of your request, you will receive an email invitation to complete the USA Hire Competency Based Assessments, based on your adjudication decision. You must complete all assessments within 48 hours of receiving the URL to access the USA Hire Competency Based Assessments, if you received the link after the close of the announcement. To determine if you need a RA, please review the Procedures for Requesting a Reasonable Accommodation for Online Assessments.
Benefits
Help
A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits.
Review our benefits
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
Required documents
Required Documents
Help
You must provide a complete Application Package which includes:
1. Resume: A two-page maximum resume is required. Applicant guidance on the two-page resume requirement may be found at OPM.gov or at USAJ Resource Center.
2. Complete initial Eligibility Questionnaire: Your resume must demonstrate the quality of your work as it relates to the experience requirements outlined in the job announcement.
3. Other Supporting Documents.
4. If you are requesting a reasonable accommodation to the USA Hire Competency Based Assessments, submit documentation to support your request, including the Reasonable Accommodation Request Form found here.
The following supporting documents are ONLY required if applicable to your personal qualifications or status. They must be received by the closing date of the announcement.
1. Transcripts and/or Certifications: You must submit documentation if you are substituting education for experience. For additional information on acceptable documents or to see if you must submit documentation click here Transcripts and Certifications. You must also document your education and/or certifications in your resume.
2. SF-50: Current and former federal employees, including current and former DFAS employees, must submit their SF-50 (Notification of Personnel Action) reflecting their highest grade held on a permanent basis for at least 52 weeks, tenure, and appointment type. Failure to provide this document may result in disqualification.
3. Veterans Documentation: Click to review these authorities and documents verifying eligibility for a VEOA, VRA and/or 30% or more disabled veterans hiring authorities.
4. Military Spouse Preference (MSP) Eligible: Military Spouse Preference applicants, must be selected and placed at the highest grade level for which they have applied and been determined best qualified up to and including the full performance level. You must include a completed copy of the Military Spouse PPP Self-Certification Checklist dated within 30 days along with the documents identified on the checklist to verify your eligibility for Military Spouse Preference. To download the checklist, select "Save" or "Save As" instead of "Open." Save the document to your device then open it as a PDF. Once the form is opened, select "Enable All Features" and the form will populate so that it can be completed. **************************************************************
5. Military Reserve (MR) and National Guard (NG) Technicians PPP Eligible: MR and NG technicians PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician preference. Click here to obtain a copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist.
6. Military Reserve (MR) and National Guard (NG) Technicians Receiving Disability Retirement PPP Eligible: MR and NG technicians receiving disability retirement PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician Disability preference. Click here to obtain a copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist.
7. Retained Grade PPP Eligible: Retained Grade PPP applicants, must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Retained Grade PPP Self-Certification Checklist to verify your eligibility for Retained Grade preference. Click here to obtain a copy of the Retained Grade PPP Self-Certification Checklist.
8. ICTAP Eligibles: A copy of the RIF separation notice and SF-50 if available.
9. Other Special Hiring Authorities: Click here to review these authorities and the documentation you are required to submit.
10. You may submit a cover letter which will be forwarded to the selecting official with your resume. Your cover letter will not be used to verify your qualifications or eligibility.
WARNING: Failure to submit a complete application package including any required documentation by 11:59 PM (EST) 01/27/2026, or at the time of application for announcements with an extended closing date, may result in an ineligible rating and loss of consideration. To verify that your application is complete, log into your USAJOBS account, select Application Status and More Information. The Details page will display the status of your application. It is the applicant's responsibility to verify that information entered, uploaded, or faxed is received, legible and accurate. HR will not modify answers submitted by an applicant.
If you are relying on your education to meet qualification requirements:
Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.
Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.
How to Apply
Help
The following link will help you determine if you meet the eligibility to apply for this position:
***************************************************************************************
PLEASE NOTE: You will be considered only for those appointment eligibilities for which you select, attach supporting documentation and are found eligible.
Please read the entire announcement and all the instructions before you begin an application. To apply and be considered for this position, you must complete all required assessments, and required documentation as specified in the How to Apply and Required Documents section. The complete application package must be submitted by 11:59 PM (ET) on the closing date of the announcement to receive consideration. The application process is as follows:
* Click the Apply Online button.
* Answer the questions presented in the application and attach all necessary supporting documentation.
* Click the Submit Application button prior to 11:59 PM (ET) on the announcement closing date.
* If you are required to complete any USA Hire Assessments, you will be notified after submitting your application. The notification will be provided in your application submission screen and via email. The notification will include your unique assessment access link to the USA Hire system and the completion deadline. Additionally, in USAJOBS you can click "Track this application" to return to your assessment completion notice.
* Access USA Hire using your unique assessment link. Access is granted through your USAJOBS login credentials.
* Review all instructions prior to beginning your assessments. You will have the opportunity to request a testing accommodation before beginning the assessments should you have a disability covered under the Rehabilitation Act of 1973 as amended.
* Set aside at least 3 hours to take the USA Hire assessments; however, most applicants complete the assessments in less time. If you need to stop the assessments and continue later, you can re-use your unique assessment link.
* Your responses to the USA Hire Assessments will be reused for one year (in most cases) from the date you complete an assessment. If future applications you submit require completion of the same assessments, your responses will be automatically reused.
Visit the USA Hire Applicant Resource Center for practice assessments and assessment preparation resources at ****************************************
To update your application, including supporting documentation: During the announcement open period, return to your USAJOBS account, find your application record, and click Edit my application. This option will no longer be available once the announcement has closed.
To view the announcement status or your application status: Click on this: ******************************************************** Your application status page is where you can view your application status, USA Hire assessment completion status, and review your notifications sent by the hiring agency regarding your application.
Agency contact information
HR Customer Care Center
Phone ************** Email ************************************************ Address DFAS - ENTERPRISE SOLUTIONS AND STANDARDS
8899 E. 56th Street
Indianapolis, IN 46249
US
Next steps
The resume you submit will be used to assess your qualifications for the job and to identify the best-qualified applicants to be referred to the hiring manager for further consideration and possible interviews. We will notify you of the outcome after each of these steps is completed. After making a tentative job offer, we will conduct a suitability/security background investigation.
Fair and transparent
The Federal hiring process is set up to be fair and transparent. Please read the following guidance.
Criminal history inquiries Equal Employment Opportunity (EEO) Policy
Financial suitability New employee probationary period
Privacy Act Reasonable accommodation policy
Selective Service Signature and false statements
Social security number request
Required Documents
Help
You must provide a complete Application Package which includes:
1. Resume: A two-page maximum resume is required. Applicant guidance on the two-page resume requirement may be found at OPM.gov or at USAJ Resource Center.
2. Complete initial Eligibility Questionnaire: Your resume must demonstrate the quality of your work as it relates to the experience requirements outlined in the job announcement.
3. Other Supporting Documents.
4. If you are requesting a reasonable accommodation to the USA Hire Competency Based Assessments, submit documentation to support your request, including the Reasonable Accommodation Request Form found here.
The following supporting documents are ONLY required if applicable to your personal qualifications or status. They must be received by the closing date of the announcement.
1. Transcripts and/or Certifications: You must submit documentation if you are substituting education for experience. For additional information on acceptable documents or to see if you must submit documentation click here Transcripts and Certifications. You must also document your education and/or certifications in your resume.
2. SF-50: Current and former federal employees, including current and former DFAS employees, must submit their SF-50 (Notification of Personnel Action) reflecting their highest grade held on a permanent basis for at least 52 weeks, tenure, and appointment type. Failure to provide this document may result in disqualification.
3. Veterans Documentation: Click to review these authorities and documents verifying eligibility for a VEOA, VRA and/or 30% or more disabled veterans hiring authorities.
4. Military Spouse Preference (MSP) Eligible: Military Spouse Preference applicants, must be selected and placed at the highest grade level for which they have applied and been determined best qualified up to and including the full performance level. You must include a completed copy of the Military Spouse PPP Self-Certification Checklist dated within 30 days along with the documents identified on the checklist to verify your eligibility for Military Spouse Preference. To download the checklist, select "Save" or "Save As" instead of "Open." Save the document to your device then open it as a PDF. Once the form is opened, select "Enable All Features" and the form will populate so that it can be completed. **************************************************************
5. Military Reserve (MR) and National Guard (NG) Technicians PPP Eligible: MR and NG technicians PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician preference. Click here to obtain a copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist.
6. Military Reserve (MR) and National Guard (NG) Technicians Receiving Disability Retirement PPP Eligible: MR and NG technicians receiving disability retirement PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician Disability preference. Click here to obtain a copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist.
7. Retained Grade PPP Eligible: Retained Grade PPP applicants, must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Retained Grade PPP Self-Certification Checklist to verify your eligibility for Retained Grade preference. Click here to obtain a copy of the Retained Grade PPP Self-Certification Checklist.
8. ICTAP Eligibles: A copy of the RIF separation notice and SF-50 if available.
9. Other Special Hiring Authorities: Click here to review these authorities and the documentation you are required to submit.
10. You may submit a cover letter which will be forwarded to the selecting official with your resume. Your cover letter will not be used to verify your qualifications or eligibility.
WARNING: Failure to submit a complete application package including any required documentation by 11:59 PM (EST) 01/27/2026, or at the time of application for announcements with an extended closing date, may result in an ineligible rating and loss of consideration. To verify that your application is complete, log into your USAJOBS account, select Application Status and More Information. The Details page will display the status of your application. It is the applicant's responsibility to verify that information entered, uploaded, or faxed is received, legible and accurate. HR will not modify answers submitted by an applicant.
If you are relying on your education to meet qualification requirements:
Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.
Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This position will have responsibility for performing day-to-day operational activities of the Warehouse Financingbusiness and its clients. Customer relations focus with SitusAMC business partners and their clients.
Essential Job Functions:
+ Manage and monitor the day-to-day execution of client and lending partner needs, including uploading data tapes, determining loan eligibility, identifying errors, execution of fundings, margin calls, servicing updates and loan settlements,
+ Provide direct operational support with the use of technical and operational solutions for external clients and lending partners
+ Develop and maintain relationships with clients and their lending partners.
+ Create, participate, and provide feedback in prospective client presentations
+ Performing tasks and reporting related to warehouse financing in ProMerit
+ Professional and timely communication with clients via conference calls, zooms and email
+ Coordinate meetings, send out meeting planners and take notes on calls
+ Analyze and process client requests in a timely manner and meet deadlines
+ Recommend process improvements to streamline operations and enhance efficiency
+ Liaise with offshore resources to ensure seamless coverage of all client requirements
+ Collaborate with marketing team to prepare materials for external distribution
+ Support ad-hoc projects and other activities as may be assigned by your manager
Qualifications/ Requirements:
+ Bachelor's degree or equivalent from four-year College or technical school or equivalent combination of education and experience
+ Entry level professional with 0-2 years of industry and/or relevant experience, typically at an Analyst level role or external equivalent.
+ 2 plus years related industry experience and/or training preferred, highly regulated
+ Knowledge of the Warehouse Financing Solutions line of business; including use and support of the ProMerit technology platform, warehouse financing operational activities, client services, presentation skills & ability to take on other strategic initiatives
+ Familiarity with residential and commercial mortgage warehouse facility structure through business term sheet interpretation
+ Proficient skills and working knowledge in MS Excel (e.g. calculations, vlookup, pivot tables, etc.) PowerPoint, Word, WLS and ProMerit, ADO
+ Self-motivated, adapts to changes in the work environment, manages time with competing demands, able to deal with frequent change, delays, or unexpected events
+ Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops creative or alternative solutions; demonstrates attention to detail; works well in group problem solving situations; uses reason even when dealing with emotional topics
+ Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; ability to think critically; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively; adapts to new technologies
+ Effectively expresses ideas and thoughts verbally and in written form; exhibits good listening and comprehension; communicates changes and progress; keeps others adequately informed; selects and uses appropriate communication methods; manages difficult or emotional situations
+ Ability to work in a highly regulated industry with adherence to internal and external compliance requirements related to AML, funds transfer policies, client confidentiality and data security.
\#LI-MS1 #LI-REMOTE
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$50,000.00 - $80,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision (******************************************************************************************************
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (***********************************************************************************************
$50k-80k yearly 60d+ ago
Experienced Financial Advisor - Columbus, OH
Coastal Wealth 3.7
Columbus, OH
Financial Advisor - Columbus, OH
Empower Lives. Build Your Future. Thrive in Columbus, OH
Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Florida as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity.
At Coastal Wealth, we don't just offer jobs - we cultivate careers. Here, you'll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that's invested in your success.
What You'll Do:
Partner with clients to develop personalized financial strategies and long-term plans.
Offer guidance on investments, retirement, insurance, and wealth protection.
Build lasting relationships and grow your client base through trust and results.
What Makes Us Different:
Entrepreneurial Freedom - Be in business
for yourself
, but never
by yourself
.
Innovative Tools & Resources - Access cutting-edge tech and training to grow your practice.
Custom Solutions - Offer a full suite of financial products tailored to individual client needs.
Compensation & Benefits:
Commission-Based Role - Unlimited earning potential based on your effort and success.
Performance-Based Rewards - Your income reflects the value you bring.
Comprehensive Benefits Package - Including medical, dental, life, disability, and retirement plans.
Subsidized Benefits - For qualified Financial Services Representatives (contractual eligibility applies).
Ongoing Development - Coaching, mentorship, and advancement opportunities.
Schedule:
Full-Time | Monday-Friday
This is more than a job - it's your chance to create a business and legacy you're proud of. Join a firm that's focused on helping you grow - personally, professionally, and financially.
Responsibilities
Prospecting for clients through networking and referrals
Developing and maintaining long-term relationships with clients
Providing financial solutions for clients through fact gathering and needs analyses
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications
215 License Needed
Series
Mass Mutual Company
Series 7,6 and SIE preferred
Must be in Columbus, OH
Sales Experience Needed
Prospecting for clients through networking and referrals
Developing and maintaining long-term relationships with clients
Providing financial solutions for clients through fact gathering and needs analysis
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Upside Earning Potential
Compensation
$75,000 - $100,000+
About Coastal Wealth
At Coastal Wealth, we're more than a financial solutions firm - we're your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future.
Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life.
What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that's as unique as your aspirations.
$75k-100k yearly 60d+ ago
Intermediate/Senior/Lead Business Systems Analyst (EBS)-150001TS
Right Talent Right Now
Columbus, OH
Job Information Technology Schedule Full-time Job is only avaialble in the above locations There may be a hiring bonus which may be used for relocation expenses
There is no remote/virtual work scenari
o
Job Title
Intermediate/Senior/Lead Business Systems Analyst
Responsibilities:
General
Provide leadership to project teams to lead external vendors on projects
Provide organizational leadership to project team members
Act as the technical leader for requirements, facilitating requirements and ensuring a quality on time delivery to the business customer
Intermediate BA:
Under minimal supervision, facilitate the business analysis process to identify business requirements for system solutions or improved processes that will increase efficiency and overall productivity.
Work cohesively with developers, business units, external vendors, and other test team members.
Responsible for the coordination of test planning for various types of projects.
Works on project teams that are developing or modifying moderately complex information systems. Includes analysis and documentation of business and system requirement and coordinating testing.
Analyzes business unit requests and understands business requirements, works with various technical staff members to determine possible solutions and communicate business and system impacts to IT and Operations staff.
Responsible for all artifacts and tasks produced in the Requirements and Testing disciplines of the Rational Unified Process (RUP), including Stakeholder Requests, current and future state models, Use Cases, Business Rules, User Interface requirements, Mapping documents, Supplementary Specifications and associated diagrams also includes Test Plans and test cases.
Senior / Lead BA:
Provides leadership to project teams and external vendors and works with the business to facilitate on time delivery of projects
Provide mentoring to fellow team members in all areas including vendor management, artifact management, and all related tools.
Lead the business analysis and testing processes and collaborate with project teams and external vendors in the delivery of software solutions for TCM Technology Services and our trading partners.
Translate stakeholder needs into system requirements.
Works closely with and provides leadership to other project team members and vendors that are developing or modifying complex information systems.
Maintains positive working relationships between Annuity Services, Technology Services and our Trading Partners.
Facilitates the elicitation and documentation of business and functional requirements and Testing disciplines of the Rational Unified Process (RUP), including Stakeholder requests, current and future state models, Use Cases, Business Rules, User Interface requirements, Mapping documents, Supplementary Specifications and associated diagrams; also includes Test Plans and test cases.
Qualifications:
General
Experience leading structured projects in a complex technical environment
Proven ability to lead external vendors
Ability to provide, receive, and act on critical feedback
Proven ability to work within a structured team environment and assist with successful delivery of projects
Intermediate BSA:
Bachelor's degree or equivalent education/experience, preferably in IT or a business area discipline. Minimum of 2-4 years experience in business analysis. 2-4 years of industry experience preferred.
Senior BA:
Bachelor's degree or equivalent education/experience, preferably in IT or a business area discipline (i.e. accounting, investments, or marketing). Minimum of 5 or more years of experience in business systems analysis. 2-4 years of industry experience also preferred. Two years of experience managing technical projects in a complex environment.
Lead BA:
Bachelor's degree, preferably in IT or a business area discipline (i.e. accounting, investments, or marketing) or equivalent education/experience. Minimum of 8 or more years of experience in business systems analysis. 2-4 years of industry experience also preferred. Two years of experience managing technical projects in a complex environment.
Additional Information
All your information will be kept confidential according to EEO guidelines.
$86k-111k yearly est. 1d ago
eDiscovery Analyst
FBT Gibbons LLP
Columbus, OH
Job Description
FBT Gibbons is searching for a full-time eDiscovery Analyst to join our team. The eDiscovery Analyst will provide technical support to the firm's Practice Groups and collaborate closely with the eDiscovery Project Managers (PMs) and the Trial Support Technicians to handle client requests and work as part of a cohesive team in litigation support.
Key Responsibilities:
Coordinate the transfer of data between the client systems, cloud storage and internal systems, while maintaining and verifying the data integrity and chain of custody.
Create split archive volumes and parity archive containers. Verify archive data checksums.
Maintain a matter-centric file and folder naming structure to ensure all client data adheres to information governance guidelines.
Modify and QC eDiscovery load files (DAT/LFP/CSV) and other delimited data sets using Regular Expressions or similar pattern-matching and input-validation languages.
Process, QC, and load structured and unstructured data into Relativity. Address problems (e.g., exceptions, missing metadata, processing issues) in simple non-technical language to the eDiscovery PMs and attorneys.
Provide data integrity and Relativity processing reports to eDiscovery PMs as requested.
Use Relativity One to cull client data in the ECA workspace, using nested search terms (DTSearch, Boolean, RegEx). Perform name normalization, entity (party/custodian) linking and mergers, and incremental index rebuilds. Create search term reports for the legal team and advise on corrective measures to prevent incomplete or overly inclusive identification and promotion to review workspaces.
Provide consultation to the eDiscovery PMs and legal team for eDiscovery workflow and data management to ensure compliance with legal requirements, following EDRM and FRCP guidelines. Provide and coordinate discovery technology assistance including bulk tagging, document image conversion, eDiscovery processing, and productions.
Participate in all aspects of a litigation support project from processing through production, working directly with eDiscovery PMs and the legal team regarding the appropriate selection and use of available technology for database management, imaging, and electronic discovery.
Manage case data and follow best practice guidelines for Information Governance of client data throughout the eDiscovery lifecycle (Identification, Preservation, Collection, Processing, Review, Production, Archiving).
Meet and coordinate with other Information Technology Department members on product installation, training, and support.
Troubleshoot technical issues with software platforms and work with software vendors and IT on issue resolution.
Maintain current knowledge of available litigation support systems including text search applications, document databases, AI transcription tools, imaging and electronic discovery tools.
Qualifications:
Bachelor's Degree preferred or equivalent combination of education and work experience.
2+ years of second tier IT support or eDiscovery technical experience supporting and building relational databases and flat table data manipulation.
Proficiency with RDP and ProxyPro required.
Familiarity with PowerShell, Python, BAT files, and Regular Expressions preferred.
Relativity Analytics Specialist Certification preferred.
Working knowledge of the EDRM guidelines and Relativity One data processing workflows preferred.
Familiarity with network data management and user access controls in the Windows environment.
Familiarity with DTSearch, RegEx and Python preferred.
Experience processing electronic files.
Ability to work extended hours, including nights and weekends.
FBT Gibbons offers a competitive salary and a comprehensive benefits package including medical, dental, vision, life, disability, and 401k/profit sharing retirement package.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Applicants must be authorized to work in the United States without current or future employer sponsorship. FBT Gibbons does not provide visa sponsorship for this position.
FBT Gibbons is fully committed to equality of opportunity in all aspects of employment. It is the policy of FBT Gibbons to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status.
#LI-remote
$57k-79k yearly est. 7d ago
J. P. Morgan Wealth Management - Business Analysis Manager
Jpmorgan Chase & Co 4.8
Westerville, OH
JobID: 210701682 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $104,500.00-$150,000.00; Elgin,IL $104,500.00-$150,000.00 The Workforce Management Reporting team responsibly leverages data across Chase to build competitive advantages for the businesses while providing value and protection for customers. The team encompasses a variety of disciplines from data governance and strategy to reporting. We have a strong partnership with Technology, which provides cutting edge data and analytics infrastructure. The team powers Chase with insights to create the best customer and business outcomes.
As a Vice President, Business Analysis Manager within Workforce Management for J.P. Morgan's Wealth Management Business Development and Solutions, you will play a pivotal role in shaping and delivering reporting and insights that drive both Workforce Management and Operational excellence. You will collaborate closely with Workforce Management, Service Center leaders, functional support teams, and product teams to define and refine data, reporting, and insight requirements. Leveraging your expertise in Contact Center and Workforce Management reporting, along with your strengths in collaboration, communication, data storytelling, and presentation, you will translate complex data into actionable insights. If you are a creative thinker who is self-motivated, confident, and organized-and thrive on independently driving assignments aligned with our department's goals and the broader WFM Reporting roadmap-you may be the ideal addition to our team.
Job responsibilities
* Develop data repository complete with the appropriate data model, data structure, data hierarchy and enhanced summarization capabilities to align with corporate standards
* Maintain all documentation on source of truth and core calculations for each of the WFM data elements and reports
* Design reporting/visualizations that provide easy-to-navigate interfaces and clear data displays (Time period, charts, graphs, highlights, trends and patterns, etc.)
* Embed comprehensive validation. quality controls and inspections to ensure reports are consistently providing accurate insights. This includes designing, updating and maintaining reports that meet the firm's audit control requirements
* Partner with stakeholders to gather a holistic set of report requirements (data needs, design preferences, filters, refresh rate, etc.)
* Act as data expert on all WFM reports and data elements across all core products (ie:Webstats/Genesys, Alvaria, Service Desktop, IVR, Call Miner, etc)
* Build operating models and workflows to support optimum efficiency across internal processes; work closely with work stream owners to track and report progress of growth initiatives
Required qualifications, capabilities, and skills
* 5 years in WFM/Call Center reporting and analytics
* 2 years with development of data warehouse/repository and managing large scale projects
* High level of proficiency using Microsoft Office products such as Word and PowerPoint
* Experience with SQL and writing database queries
* Prior experience creating high quality presentations used for executive level management communication and data visualization with the ability to tell a compelling story using analytics (example presentation required during second interview round)
* A track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating ability to work in an unstructured, dynamic environment
* Strong organizational skills and detail-orientation, comfort juggling a dynamic and complex piece of work; Ability to articulate complex data to non-data users in a way that would be easily understood
Preferred qualifications, capabilities, and skills
* Excellent end-to-end problem solving skills, including developing logical, actionable recommendations
* Strong leadership and communication skills (both verbally and written)
* Advanced analytic skills utilizing tools such as Tableau, Alteryx and Excel.
* Experience with WFM systems; direct experience with Alvaria WFM system is a plus
$104.5k-150k yearly Auto-Apply 5d ago
Capture Analyst
Maximus 4.3
Columbus, OH
Description & Requirements Maximus is thrilled to announce an exciting opportunity for a Capture Analyst to join our Capture Team and play a key role in driving growth within the state and local government health and human services market. In this role, you'll research customer budgets and program requirements, analyze data, assess competitors, and collaborate with solution and proposal teams to develop winning strategies. This position offers an excellent opportunity to build expertise in business development while contributing to initiatives that improve lives and strengthen communities nationwide.
This is a regular, full-time remote position.
Why Maximus?
- • Competitive Compensation - Bonuses based on performance included!
- • Comprehensive Insurance Coverage - Choose from various plans, including Medical, Dental, Vision, Prescription, and partially funded HSA. Additionally, enjoy Life insurance benefits and discounts on Auto, Home, Renter's, and Pet insurance.
- • Future Planning - Prepare for retirement with our 401K Retirement Savings plan and Company Matching.
- • Paid Time Off Package - Enjoy Unlimited Time Off, Holidays, and sick leave, along with Short- and Long-Term Disability coverage.
- • Holistic Wellness Support - Access resources for physical, emotional, and financial wellness through our Employee Assistance Program (EAP).
- • Recognition Platform - Acknowledge and appreciate outstanding employee contributions.
- • Tuition Reimbursement - Invest in your ongoing education and development.
- • Employee Perks and Discounts - Additional benefits and discounts exclusively for employees.
- • Maximus Wellness Program and Resources - Access a range of wellness programs and resources tailored to your needs.
- • Professional Development Opportunities- Participate in training programs, workshops, and conferences.
Essential Duties and Responsibilities:
- Support all planning and capture activities for opportunities prior to RFP release.
- Research customer budgets, program requirements, and relevant legislation.
- Perform detailed competitor assessments.
- Identify and evaluate scope of work and technology requirements .
- Support proposal response activities as directed by the capture manager and proposal manager.
- Research and answer questions from the writing team, solution teams, and pricing lead.
- Assist in development of operations and staffing models by analyzing and reviewing volume and staffing information, published reports publicly available incumbent performance reports, competitor research, and data from similar projects.
- Work with subject matter experts to document business processes and customer journeys.
- Assist the capture manager in identifying and documenting RFP requirements, solution gaps, and new and existing solutions.
- Participate in solution meetings and complete use cases, volume estimates, and requirements documents for IT, security, pricing, and other operational teams.
- Assist the capture manager, operations and sales leads in conveying key information to the writing and solution teams in order for them to develop a winning proposal.
Minimum Requirements
- Bachelor's degree in related field.
- 3-5 years relevant professional experience.
- Equivalent combination of education and experience considered in lieu of education.
- Combination of education and experience considered in lieu of degree; may have additional training or education in area of specialization
- Experience applying AI tools or techniques to support market research, data analysis, or proposal development is preferred
- Familiarity with CRM platforms, especially Salesforce, for tracking opportunity pipelines, customer engagement, and capture activities is preferred
- Experience integrating CRM data into capture planning and workflows
- Working knowledge of APMP best practices, including opportunity qualification, win strategy development, and proposal lifecycle management is preferred
- APMP certification (Foundation or Practitioner level) is preferred
- Ability to leverage automation and AI-enhanced tools to streamline capture documentation, competitor analysis, and customer journey mapping is preferred
- Proficiency in data visualization tools such as Power BI, with the ability to transform complex datasets into actionable insights for capture and proposal teams is preferred
EEO Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.
Accommodations
Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************.
Minimum Salary
$
60,000.00
Maximum Salary
$
90,000.00
$44k-71k yearly est. Easy Apply 8d ago
State Accounting Financial Analyst 2
Dasstateoh
Columbus, OH
State Accounting FinancialAnalyst 2 (2600006T) Organization: Budget and ManagementAgency Contact Name and Information: Derek TalibUnposting Date: Jan 20, 2026, 4:59:00 AMWork Location: James A Rhodes Office Tower 34 30 East Broad Street 34th Floor Columbus 43215-3457Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: 24.16-30.55Schedule: Full-time Work Hours: 8:00 A.M. to 5:00 P.M.Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: Accounting and FinanceTechnical Skills: Accounting and Finance, Administrative support/services Professional Skills: Critical Thinking, Customer Focus Agency Overview: What we do: The Ohio Office of Budget and Management (OBM) is the fiscal backbone of the State of Ohio enterprise. OBM works with the Governor and every state agency in providing policy analysis, fiscal research, and financial management services. We help state agencies shape Ohio's future by ensuring the proper and responsible use of state resources!Job DescriptionWhat you'll do: As a State Accounting FinancialAnalyst 2, you will play a key role in reviewing financial transactions, ensuring compliance, and providing guidance to state agencies. Responsibilities include but are not limited to analyzing and approving vouchers, assisting agencies with problem resolution, and supporting accurate reporting and process improvements to maintain transparency and efficiency in state accounting operations.Analyzes, researches, & evaluates state agency financial transactions: Reviews, researches, analyzes, and recommends the proper fields and/or documents required for approval of vouchers Approves vouchers and reviews unpaid vouchers for reason codes; makes necessary updates or communicates with participating agencies Researches customer inquiries and assists agencies with problem resolution via email or helpdesk cases Assists with development of procedural documentation and generates reports Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.QualificationsCompletion of undergraduate core program in accounting, business administration, finance or related field. -Or 12 months experience as State Accounting FinancialAnalyst 1, 62211. -Or equivalent of Minimum Class Qualifications For Employment noted above. Job Skills: Accounting and FinanceSupplemental InformationWhen completing your application, be sure to clearly describe how you meet the minimum qualifications outlined in this job posting. If you require reasonable accommodation for the application process, please email the Human Resources contact on this posting so arrangements can be made. The Director of OBM, or their designee, will interview all final candidates for this position. The final candidate selected for this position will be required to undergo a criminal background check. Criminal convictions do not necessarily preclude an applicant from consideration for a position. An individual assessment of an applicant's prior criminal convictions will be made before excluding an applicant from consideration. ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
$45k-61k yearly est. Auto-Apply 1d ago
Senior Finance Manager
Ohiohealth 4.3
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:**
This position is responsible for providing analysis, leadership and direction as it relates to Grant Medical Campus financial operations including financial planning, budget analysis, monthly/annual operational and financial performance metrics, business plans, strategy and other finance related matters. Areas of oversight include revenue management, operating expense management, capital planning and application, staffing models, performance reporting, supply chain, and support systems and services. The Sr Manager will work collaboratively to develop and deploy strategy that supports the mission, vision, and values of the organization.
**Responsibilities And Duties:**
Planning, Analysis and Strategy
40%
Plan, coordinate, manage and lead annual operating and capital LRFP and budget process for service line Develop business plans and presentations as requested and required. Assist in strategy development with Division leaders. Perform monthly and quarterly analyses as required by Finance and Division leadership. Operations, Systems and Reporting
30%
Monthly reporting of Division results to Division and system management by location, product line, MD/group, market, etc. Identify trends, opportunities and shortfalls. Compare cost, revenues and performance between sites. Assist in developing action plans to improve operating results, close gaps and enhance performance. Create, enhance and monitor current and future reporting systems that provide timely, accurate and actionable information and reporting. Develop standardized reporting, narratives and performance enhancement tools. Project Management
10%
Direct and/or assist with the development of project scopes, objectives and assemble project teams. Coordinate and participate in analytical studies and provide consultation as required/needed. Process Improvement Consulting
10%
Develop and implement, in conjunction with management team, procedures, practices and work methods to ensure service line effectiveness and efficiency. Work collaboratively with Process Improvement Department as necessary. Staff Development & Coaching
10%
Identify development opportunities and provide coaching / servant leadership to help coach other towards a better understand of the current and future state of the Division. Positively impact general business planning activities, operations management, cost containment, and profitability. The major duties/ responsibilities and listed above are not intended to be all-inclusive of the duties, responsibilities and to be performed by associates in this job. Associate is expected to perform other duties as requested by supervisor.
**Minimum Qualifications:**
Bachelor's Degree (Required)
**Additional Job Description:**
Hospital/healthcare finance. Previous service line Experience a plus. Requires advanced knowledge of accounting principles, financial planning, forecasting and analysis, budget development, strategic and business plan development, project management, financial statements and systems. 5 to 7 years of progressive healthcare management/leadership.
**Work Shift:**
Day
**Scheduled Weekly Hours :**
40
**Department**
Hospital Finance
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
$86k-108k yearly est. 42d ago
Senior Financial Analyst - Utilities O&M (Contract to Hire)
Blue Star Partners LLC 4.5
Columbus, OH
Job Description
Job Title: Senior FinancialAnalyst - Utilities O&M (Contract to Hire) Pay Rate: $60-$70/hour Work Schedule: Remote Mondays & Fridays; Onsite Tuesdays-Thursdays Contract Length: 1 Year (Strong possibility of extension or full-time conversion)
Contract Type: W-2 Only (U.S. Citizens - No visa sponsorships)
Position Summary
We are seeking a Senior FinancialAnalyst with strong FP&A experience to support Operations & Maintenance (O&M) forecasting, budgeting, and variance analysis within the utilities industry. This role will play a critical part in the financial planning cycle, working closely with stakeholders across real estate, facilities, and operational functions. The analyst will support leadership with actionable insights, scenario modeling, and reporting to help drive efficient financial operations.
This is a contract-to-hire role, ideal for professionals with strong experience in FP&A within utilities, energy, or infrastructure sectors. A background in real estate and facilities management is a strong plus.
Key Responsibilities
Lead financial planning, forecasting, and variance analysis for assigned utility O&M cost centers
Partner with business units and operational leaders to gather inputs and support cost management
Track actual vs. budgeted spend and provide monthly performance reporting with insights and recommendations
Support development of multi-year financial plans and O&M investment strategies
Prepare financial presentations and reports for executive leadership and planning committees
Develop driver-based models to support scenario planning and cost optimization
Identify process improvement opportunities in forecasting, tracking, and financial governance
Assist with ad hoc analyses and special projects related to real estate, facility spend, and capital/O&M alignment
Required Qualifications
5-8+ years of FP&A or financial analysis experience, preferably in utilities, energy, or infrastructure
Hands-on experience with Operations & Maintenance (O&M) financial planning
Proficient in Excel, financial modeling, and reporting tools (e.g., Power BI, SAP, Oracle, Hyperion, or similar)
Strong analytical, problem-solving, and communication skills
Experience working with operational leaders, engineers, or real estate teams on cost control
Ability to explain financial insights to non-finance audiences and drive data-informed decisions
Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred)
Preferred Qualifications
Experience supporting real estate and facilities financial operations
Familiarity with utility industry regulations and cost recovery frameworks
Experience with capital vs. O&M allocation, lease accounting, or asset lifecycle management
Comfortable working in fast-paced, matrixed organizations and collaborating across finance and operations
$60-70 hourly 25d ago
Financial Advisor
Northwestern Mutual 4.5
Upper Arlington, OH
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$60k-107k yearly est. Auto-Apply 12d ago
Senior Financial Analyst
Tosoh America 4.4
Grove City, OH
Tosoh America is a dynamic holding company with a growing corporate culture that provides centralized services for Tosoh Group companies in North America and beyond. In addition to integrating the corporate activities of its subsidiaries, this regional headquarters is working to expand Tosoh's business lines and operational capabilities within North America. For more information, please visit us at ******************************
Position Charter
The Senior FinancialAnalyst plays a pivotal role in driving financial insight, operational clarity, and strategic decision-making. This position blends advanced financial modeling with cross-border communication, requiring someone who can interpret complex data, support executive leadership, and collaborate effectively with finance teams both domestically and abroad. This position is classified as full-time and exempt under the Fair Labor Standards Act (FLSA).
Reporting Relationships
The Senior FinancialAnalyst reports to the Senior Manager, Financial Reporting and Analysis.
Major Duties and Responsibilities
• Financial planning and forecasting: Lead annual budgeting, quarterly forecasting, and long-range planning processes.
• Management reporting: Prepare monthly and quarterly financial analysis packages for U.S. leadership and the Japan parent company, ensuring accuracy, clarity, and adherence to global reporting standards.
• Variance and performance analysis: Analyze financial results, identify trends, and provide actionable insights to improve profitability and operational efficiency.
• Cross-border collaboration: Coordinate with finance teams in Europe and Asia to align reporting timelines, analysis models, and corporate expectations.
• Financial modeling: Build and maintain models for scenario planning, pricing, capital investments, and business cases.
• Business partnership: Work closely with operations, sales, supply chain, IT, Development and HR to support strategic initiatives and improve financial outcomes.
• Process improvement: Identify opportunities to streamline reporting, automate workflows, and enhance data accuracy.
Education and Experience
• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Minimum of 5 years of progressive financial analysis experience, ideally within a manufacturing environment.
Skills and Qualifications
• Strong dedicated experience within financial modeling utilizing Microsoft Excel and other Business Intelligence (BI) skills and software.
• Experience working with global or Japanese parent companies is highly valued.
• Knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and familiarity with International Financial Reporting Standards (IFRS) or Japanese reporting norms is a plus.
• Excellent communication skills, including the ability to present complex information to non-financial stakeholders.
• Ability to work across time zones and manage deadlines in a global reporting cycle.
• Detail-oriented mindset with strategic thinking capability.
• Demonstrated ability to navigate cultural differences and adapt communication strategies effectively within diverse, international corporate environments.
• Proactive problem-solver who thrives in a fast-paced, evolving business.
Physical Requirements
This is primarily a sedentary job that requires:
• Mobility & Posture: Ability to remain in a stationary position (sitting or standing) for prolonged periods, with occasional movement within the office to access files, equipment, or attend meetings.
• Manual Dexterity: Frequent use of hands and fingers for typing, writing, operating office equipment (e.g., computer, phone, copier, scanner).
• Vision: Ability to read printed materials and view information on a computer screen for extended periods, with or without corrective lenses.
• Hearing & Speech: Ability to hear and respond to verbal communication in person and via telephone or virtual platforms; clear speech for effective communication.
• Environmental Conditions: Work is performed in a climate-controlled office environment with moderate noise levels from office equipment and conversations.
• Lifting & Carrying: Ability to lift, carry, and move office supplies or equipment weighing up to 20 lbs. occasionally.
• Reaching & Bending: Occasional reaching above shoulder level, bending, or stooping to retrieve or store materials. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. This includes modifications to physical requirements.
Tosoh America is an Equal Opportunity Employer M/F/Disabled/Veterans
$66k-91k yearly est. 2d ago
Senior Financial Analyst
City Barbeque, LLC 3.3
Dublin, OH
The full-time role of Senior FinancialAnalyst is an on-site position based in Columbus, OH. The Senior FinancialAnalyst will be responsible for analyzing financial data, identifying trends, evaluating performance, and providing actionable insights to improve restaurant operations. Day-to-day tasks include monitoring and reporting on key performance indicators, developing and implementing cost-saving strategies, and supporting the management team with data-driven decisions.
Essential Functions and Duties:
**Essential functions are the basic job duties that an employee must be able to perform, with or without reasonable accommodation.
Perform monthly and quarterly trend analysis for the company and business units versus performance targets
Collect various industry data and compare to business unit financial performance to identify any variations
Analyze data to find opportunities for improving sales, traffic, and profitability at the individual restaurant level
Assist in analyzing marketing campaign results, sales and pricing analysis, and food and labor costs
Assist in the development of financial forecasts, budgets, and projections, including targets related to Restaurant level EBITDA, expenses and productivity
Analyze and support business unit results and provide the operations team with data-driven insights into the financial health of individual restaurants and recommend corrective actions
Complete other ad hoc financial analysis
Compile and present financial information in reports, presentations, and dashboards for management and operations
Responsible for driving continuous improvement in financial analysis and reporting utilizing the various data collection systems.
Required Knowledge, Skills and Abilities:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, as assigned. The requirements listed below are representative of the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Analytical and quantitative skills: Ability to work with large datasets, identify trends, and perform complex analysis
Demonstrate Advanced Power BI, spreadsheet and database skills, and extensive experience with dashboards and data visualization tools
Proactive: must initiate analysis on their own and take initiative to challenge standard analysis and to look at new ways of solving problems
Intellectual curiosity: exhibit continuous drive to seek root cause of problems
Well-developed communication & interpersonal skills, and ability to clearly explain complex financial information to both financial and non-financial audiences.
Strong analytical, planning, problem solving, and decision making skills
Higher energy level and willing to conduct periodic travel to company locations
Education and Experience:
Bachelor's degree in Finance or related Business required
Must Have Experience with business intelligence platforms
3-5 years of experience in a financial or analytical role, in the multi-unit restaurant or retail industry
Understanding and experience with financial modeling, financial systems, and processes
$57k-72k yearly est. 20d ago
Merrill Experienced Financial Advisor
Bank of America 4.7
Columbus, OH
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
**To proceed with your application, you must be at least 18 years of age.**
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**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
**Job Description:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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