Finance advisor jobs in Lakewood, OH

Hello, Greetings from Clifyx. *********************************Visa (GC/USC)******************************* Title: SAP Controlling SME 12+ Month Contract As a SAP Controlling Subject Matter expert and lead, you will be a key player in the leading Core Product Costing and Profitability analysis Controlling Modules, you'll be the driving force behind a transformative initiative that streamlines our entire ecosystem. You'll partner with key stakeholders across all functional departments and spearhead the implementation of Finance and Controlling function in a S/4HANA implementation project. Required Qualifications: Bachelor's degree or foreign equivalent required from an accredited institution. At least 10+ years of experience with Information Technology U.S. Citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor it currently. The location for this position is Ohio. Preferred Qualifications: At least 8-10 years of experience in SAP implementation programs in the modules of SAP Controlling Cost center accounting, Internal order Management, Product costing, Transfer pricing and Profitability analysis Experience of Chemicals or other Process industries Should have hands-on experience in SAP Controlling in a S/4HANA implementation programs Areas of expertise - Primary (Controlling): Cost Center & Internal Order Accounting, Perform Product Cost Planning, Perform Period End Closing, Analysis and high quality, testing and implementing the solution, guide/able to manage overall SAP team for development and testing. Excellent communication and documentation skills. S4 HANA Certification Strong Client Facing experience from offshore over video conferencing, great communication and presentations skills. Strong Ability to work with offshore teams and coordinating work delivery between onsite and offshore. Flexible work timings required due to remote working environment including offshore overlaps twice a day. Reporting, Settle Maintenance and Asset Financial Areas of expertise - Secondary skill (Finance):Accounts Payable, Accounts Receivable, Manage GL accounting & reporting, Inter Company Reconciliation, Asset Accounting Should be able to handle requirement gathering, blueprint, design, configuration, functional testing, test data setup etc. Able to analyze business requirements, conceptual and detail design to meet business needs, involve on necessary SAP configurations, detailed functional/technical specifications with analytical skills with ability to work in advanced excel based data analysis. Flexible work timings required to ensure overlaps with Onsite team Thanks & Best Regards, Vishal Swami - Clifyx (US IT Recruiter) Contact Number- ************ LinkedIn: linkedin.com/in/vishal-swami-790a72179 Headquarters: South Plainfield, NJ - 07080

The Senior Finance Advisor, Marketing/Digital Enablement is a key partner to the Marketing and Digital Enablement teams within M&C Americas and will play a critical role in driving the company's financial strategy, forecasting, and performance analysis. This role is instrumental in delivering best-in-class financial insights relating to margin, cash costs, and other components of financial delivery to communicate the underlying business performance of the Marketing organization. The ideal candidate will be adept at translating complex financial data into actionable insights and work closely with leadership to support decision-making and business growth. The individual is a self-starter with comprehensive knowledge and experience with planning and performance management reporting processes. They will demonstrate the ability to grow professionally, have a strong work ethic and are eager to learn. The Senior Finance Advisor should be meticulous, collaborative, and an effective communicator. This role interacts with M&CA finance leadership and other M&CA partners and will make decisions related to financial procedures and forecasts, driving action across multiple functions. This role will report to the Senior Finance Manager Strategy, Transformation and Retail Business Support. **Key Accountabilities:** + Lead consolidated financial planning, budgeting, and forecasting for Marketing and Digital Enablement, ensuring accuracy and alignment with business objectives. + Manage monthly and quarterly performance reporting, delivering variance analysis and actionable insights to senior leadership. + Build and maintain financial models to evaluate new business opportunities, marketing initiatives, and loyalty programs, providing recommendations for improvement. + Prepare and present financial results and forecasts to leadership, clearly articulating drivers of performance and strategic implications. + Provide economic analysis and financial support for major initiatives and partnerships (e.g., Retail Operating System, Amazon, FNBO consumer card, WEX fleet program). + Oversee financial processes for payments and loyalty programs, including settlement, testing, and implementation of revised processes for new consumer programs. + Act as a trusted advisor to marketing and sales leadership, translating complex financial data into clear, compelling narratives that inform decision-making. + Collaborate with cross-functional teams to ensure alignment with broader business goals and support strategic decision-making. **Job Functional Knowledge:** + Advance experience using various Microsoft Office Products including Microsoft Excel, PowerPoint, and Word. Understanding of SAP is preferred. + Extensive experience with financial reporting and analysis including a strong understanding of accounting and finance transactions. + Aware of key internal policies and external standards in the Plan to Perform and Investment Governance scope + Deep understanding of the principles of continuous improvement & process excellence **Business Expertise:** + High level of eye for business across core bp businesses, including understanding the key regional dynamics within the bp business. + Extensive experience with financial reporting and analysis including a strong understanding of accounting and finance transactions. + High level of commercial acumen across key bp commercial constructs **Leadership:** + Embrace strategic direction and influence key partners with buy-in to that direction + Leadership skills with the ability to build capability, influence beyond formal reporting lines and coach a diverse group of finance professionals in the Finance FBT + Directive, providing clear expectations and effective support + Able to cut through key issues and challenges and rapidly resolve with the right level of buy-in and support both from the Finance FBT teams. **How much do we pay (Base)?** $127,000 - $237,000 *Note that the pay range listed for this position is a genuinely expected and reasonable estimate of the range of possible base compensation at the time of posting. This position is eligible for US Benefits - Core. This position offers paid vacation depending on your years of relevant industry experience and will range from 120 - 240 hours[LC1] of vacation per year for full time employees (60 - 240 hours of vacation per year for part time employees). You will also be eligible for 9 paid holidays per year and 2 personal choice holidays. You may learn more about how we calculate paid vacation and view our generous vacation and holiday schedules at Core U.S. Benefits (************************************************* . Bp has a parental leave policy as well, which offers up to 8 weeks' paid leave for the birth or adoption of a child. Learn more by visiting Core U.S. Benefits (************************************************* . We offer a reward package to enable your work to fit with your life. These offerings include a discretionary annual bonus program, long-term incentive program, and generous retirement benefits that include a 401k matching program. These benefits include a pension for eligible employee[LC2] . You may learn more about our generous benefits at Core U.S. Benefits (************************************************* . As part of bp's wellbeing package, bp offers access to health, vision, and dental insurance, as well as life and Short-Term Disability and Long-Term Disability. You may learn more about our generous benefits at Core U.S. Benefits (************************************************* . We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform crucial job functions, and receive other benefits and privileges of employment. Don't hesitate to get in touch with us to request any accommodations. **Why join us** At bp, we support our people to learn and grow in a diverse and ambitious environment. We believe that our team is strengthened by diversity. We are committed to fostering an inclusive environment in which everyone is respected and treated fairly. There are many aspects of our employees' lives that are meaningful, so we offer benefits ( ******************************************** ) to enable your work to fit with your life. These benefits can include flexible working options, a generous paid parental leave policy, and excellent retirement benefits, among others! We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. **Travel Requirement** Up to 10% travel should be expected with this role **Relocation Assistance:** This role is not eligible for relocation **Remote Type:** This position is a hybrid of office/remote working **Skills:** Analysis and modelling, Analytics, Commercial Acumen, Commercial performance management, Communication, Data visualization and interpretation, Financial Analysis, Integrated Planning, Investment appraisal, Performance management **Legal Disclaimer:** We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status or disability status. Individuals with an accessibility need may request an adjustment/accommodation related to bp's recruiting process (e.g., accessing the job application, completing required assessments, participating in telephone screenings or interviews, etc.). If you would like to request an adjustment/accommodation related to the recruitment process, please contact us . If you are selected for a position and depending upon your role, your employment may be contingent upon adherence to local policy. This may include pre-placement drug screening, medical review of physical fitness for the role, and background checks.

Golden Reserve is looking for an experienced financial retirement planner for our locations in our region Cleveland (Independence, Sheffield Village, Pepper Pike, Akron). We know the challenges you face to make it in the financial industry. Particularly, if you don't inherit a book of business, or your parents weren't a member of the right country club. We know about the empty promises you've probably heard to get you in the door but very little support and guidance once you get started. Golden Reserve built our company on trying to not just change the financial industry for retirees - but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows (********************************************************** Seminars and Digital channels. Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country. We provide: Salary : Retirement Planner (2-4 years of client selling experience) - $150,000, increasing to $175,000 in Year 2 Senior Retirement Planner (5+ years of client selling experience) - $175,000, increasing to $200,000 in Year 2 Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation Prospects - you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads Benefits - Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance We expect: · Conversion : we deliver the leads - we expect you to win and convert them into clients · Service : provide excellent customer service to your existing clients · Commitment : we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY - this is NOT a typical financial services position - so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don't take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials. Click to see our Radio, TV & YouTube shows (********************************************** and our CEO's Amazon bestselling book that defines our company's culture and mission - Fire Your Financial Advisor (********************************** You can also learn more at ********************** Requirements Three (3) years+ of new client meeting experience State Life and Health Insurance Licenses FINRA Series 65 registration, or equivalent GRIT - we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter Salary Description Starting at $175,000 base per yr plus incentives

San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally. Privately owned, well capitalized and strong balance sheet for our size Experienced senior management team Over $1 Billion of Customer Assets under management In-house CIO Top Tier Clearing, Custody and Technology Highly Competitive Payouts (80% to 90%+ for independents) & Incentives Onboarding Incentives including upfront forgivable transition loans Fees such as E&O, Technology and Tickets below industry norm Position Summary: We are seeking highly motivated and results-oriented advisors to join our growing team. The ideal candidate will have a proven track record of success. This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. BD, RIA, and Insurance Platforms We will consider both W2 and 1099 affiliations Custody & Clearing with RBC & Schwab We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications: 5+ years of proven success Series 7 (6) and 63 licenses are required Self-starter with a strong work ethic and ability to work independently Portable existing client relationships are a requirement San Blas Securities is an Equal Opportunity Employer This is a Remote (work from home/own office) position.

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.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries. Job Description Investment Banking Associates at Brown Gibbons Lang & Company have a strategic position and will oversee the preparation of financial analyses, conduct due diligence, develop offering presentation materials, and participate in the structuring and execution of a wide variety of transactions. Investment Banking Associates assume an integral role in transaction execution and client interaction, as well as participation in marketing efforts and identifying prospective clients. Investment Banking Associate Responsibilities: BGL Investment Banking Associates enjoy a high level of involvement at every stage of the transaction and frequently interact with senior level bankers and management of client companies. They are active contributors during every phase of the transaction process and are integral to each transaction team. Additionally, Associates work closely with senior bankers to assist with their new business efforts. Investment Banking Associates at BGL act as primary processors of transactions and proposals. Associates are expected to master all aspects of transaction execution, including new business presentations, financial modeling and analysis, industry research, and preparation of other written materials. Associates are required to have the ability to work on two to three transactions at any one time. As they become more experienced, Associates will be expected to manage transactions along with senior bankers and help coordinate the activities of team members, clients, attorneys, and accountants. Job Responsibilities: Supporting senior bankers in transaction execution and client management Performing financial analysis Identifying potential investors, buyers, acquisition targets or merger partners Conducting industry research Participating in new business development Cultivating analyst development Qualifications Candidates for this position should be dynamic, highly-motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market. Successful candidates possess the following characteristics: Bachelor's Degree required, MBA preferred Two or more years of previous experience in Investment Banking Outstanding academic record Strong accounting and financial modeling knowledge and experience Excellent interpersonal skills Excellent written and verbal communication skills Ambitious team player with commitment to excellence Additional Information We have Investment Banking opportunities available in our Cleveland, OH and Chicago, IL offices.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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

Department: Financial Aid Admin Reports To: Campus Director, Financial Aid & Scholarships Recruitment Type: External/Internal Employment Type: Full-Time Support Staff Union Work Schedule: Standard College Hours 8:30am-5pm, some evenings and weekends as required Number of Openings: 1 Job Description: SUMMARY The Student Financial Assistance Advisor ensures College goals are met with being the responsible partner for the overall management of financial aid services. This position analyzes the accuracy of data for determining the packaging of student financial awards in accordance with applicable regulations, statutes and policies. DUTIES AND RESPONSIBILITIES * Determines the packaging of student financial aid awards in accordance with applicable regulations, statutes and policies * Monitors, interprets and implements federal regulations pertaining to student loan, grant, and scholarship eligibilities and formulates or recommends changes to College policies and procedures to comply with regulatory changes. * Serves as an information resource to address any issues relating to compliance and financial aid. * Effectively communicates with other student services, staff or administrators, guarantor agencies, other schools, students and parents to resolve loan data conflicts. * Takes appropriate action upon the discovery of suspected fraud cases. * Refers students who are not in compliance with verification requests but have received funds to the appropriate areas. * Assists students in correcting excessive borrowing situations when they occur as well as returning to lender the portion of loan that exceeds federal limits. * Authorizes awarding of Tri-C Foundation scholarship and grant programs. * Utilizes electronic data exchange software to send and retrieve information from the Department of Education * Maintains files and databases; certifies student loan applications; implements, maintains and utilizes computer assisted financial aid management systems * Maintains College regulatory compliance in all federal and state student assistance programs; submits reports to federal and state agencies * Makes adjustments to over-under awards by determining the amount of aid to be cancelled or repaid while ensuring accuracy in system data entry and processing, and contacting students regarding possible alternatives * Assists in one or more major areas of Financial Aid: processes direct loans through Electronic Fund Transfer; and validates financial aid verification documents for the Pell Grant Program * Interviews and advises students in regard to educational financial planning; assists the Director with educational grants and loan programs, student employment and scholarship programs * Assists students in the completion of the application for public benefits as a part of the financial aid award and works collaboratively with the Manager, Student Financial Aid and Peer Financial Coach * Maintains confidentiality of information exposed to in the course of business regarding students, supervisors or other employees * Conducts financial aid and financial literacy workshops for prospective and continuing students * Contributes in the development and implementation of policies and procedures that ensures accuracy and equity in the delivery of financial aid programs by providing input, as needed * Performs other related duties within the job grade and job classification as assigned REQUIRED QUALIFICATIONS EDUCATION AND EXPERIENCE/TRAINING * Bachelor's degree * Three (3) years of professional financial aid experience in a college financial aid office * Experience supporting student success in financial aid advising and financial planning KNOWLEDGE, SKILLS and ABILITIES * Knowledge of federal and state financial aid regulations related to establishing student eligibility, financial aid awarding, disbursing of financial aid funds, and monitoring federal and state student financial aid programs. * Proficient with an automated database system (i.e. BANNER) * Basic skills in keyboarding, math, and grammar, word processing (MS Word) and spreadsheet applications (MS Excel) * Superior organizational, customer service, problem solving, decision making and conflict resolution skills * Ability to work independently and as part of a team * Prioritize several tasks and assignments to meet department deadlines * Accuracy and strong attention to detail * Ability to be a reasonable, fair and equitable decision-maker * Embodies a high level of integrity and maintains confidentiality * Outstanding verbal communication and presentation skills * Sensitivity to respond appropriately to the needs of a diverse population PREFERRED QUALIFICATIONS (Or equivalent job-related experience providing the necessary knowledge, skill, and abilities to perform the functions of this position proficiently) EDUCATION AND EXPERIENCE/TRAINING * Financial Literacy/Education Certification * Experience working with automated financial aid systems KNOWLEDGE, SKILLS and ABILITIES * Knowledge of federal IRS rules that deal with individual taxpayer returns ESSENTIAL FUNCTIONS (The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.) The work is performed in a normal, professional office environment typically in a college environment. The work area is adequately lighted, heated and ventilated. Typically, the employee may sit comfortably to perform the duties of the job and will perform repetitive motions with hands/fingers using a computer mouse and keyboard to type. However, there may be some walking; standing; bending; carrying of light items such as papers, files, pamphlets, books, etc. Work may also require walking and standing in conjunction with travel to and attendance at meetings and conferences away from the worksite. Special Note: This is a Full-Time 1199/SEIU Bargaining Unit, salary grade 9 position. Compensation is $54,812 annually. Full-Time (1199/SEIU) bargaining unit employees at Cuyahoga Community College will be considered first for vacant positions. Special Instructions to Applicants: During the application process, you may be required to attach a cover letter and/or resume. It is recommended that you have these documents ready to be attached electronically to the online application. This system accepts only MS Word or PDF attachments. Any employment with the College is contingent upon satisfactory completion of a background check and drug screen. Affirmative Action Statement: Cuyahoga Community College is committed to attaining excellence through the recruitment and retention of a qualified and diverse workforce. Cuyahoga Community College is an equal employment/educational opportunity institution.

The best and the brightest always have choices in the accounting & finance industries. We want you to view your time with Siegfried as an investment in your future that pays dividends along the way. The longer you stay with Siegfried the wider breadth of accounting & finance opportunities and experiences you will gain. No two paths at Siegfried look the same. Apply now to start working with many of the nation's largest corporations on their most important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging, and one-of-a-kind projects inside the walls of Fortune 1000 and other large companies. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more. Our Firm is interested in hiring accounting and finance professionals - Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. - who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers. Take advantage of Siegfried's lucrative incentive plans and competitive base salary, which are part of our Total Compensation Philosophy. Additionally, we offer comprehensive benefit plans, including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development, and more! Professional Attributes High energy and enthusiasm, with a strong commitment to exceeding client expectations. Flexibility and openness to work on a variety of assignments, industries, and roles. Ability to learn quickly, make an immediate impact, and provide value-added service to our clients. Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, Firm leadership, & peers. Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients. Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall. Entrepreneurial spirit and belief in the opportunities that Siegfried offers. Interest and passion to get involved in other professional experiences such as Business Development and Recruiting. Skills, Knowledge, and Qualifications Undergraduate degree in accounting or finance External auditors from large CPA firms with 2+ years of experience, including at least one busy season as a senior Combo candidates with external audit and corporate accounting and/or finance experience at a large public corporation are also considered CPA or progression towards, preferred Corporate accounting and/or finance experience at a large public corporation is a plus but not required Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards Strong computer desktop skills required. Advanced Microsoft Excel skills (e.g., macros, pivot tables, etc.) desirable Demonstrated career progression and job stability Learn more about our Total Compensation Philosophy and State Specific Information.

The Investment Analyst position provides analytical support sourcing, underwriting, monitoring, and reporting for the alternative/illiquid and public/liquid investments portfolio which includes public equities, fixed income, hedge funds, private equity, venture capital, and real estate. Our ideal candidate can work independently or collaboratively within a small team-based environment. We are looking for a hard- working, resourceful individual that takes the initiative to complete complex projects and analysis.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. * Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $27,550 annually. * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights • Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking • Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance • Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations • Location\: In-office presence required • Work-Life Balance\: Flexible schedule to maximize productivity and personal time Skills & Experience • Education\: Bachelor's degree or equivalent skills and work experience • Licensing\: State Life & Health, SIE, Series 7, Series 66 • Personal Attributes\: values-driven with a track record of success and accomplishment • Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence • Mindset\: entrepreneurial spirit with a desire to positively impact others' lives • Collaboration\: ability to work with and learn from top performers • Work Authorization\: must be authorized to work in the United States Training & Development • FINRA Sponsorship\: provided for required FINRA licensing • Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training • Virtual University\: access to Equitable Advisors' Virtual University for continuous learning • Mentorship\: opportunities for joint work and mentorship • Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed • Leadership Development\: access to Leadership Development School for those with management ambition • Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits • Sign-On Payment Eligibility\: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. • Stable Pay\: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $27,550 annually. • Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. • Benefits Eligibility\: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Arhaus was founded in 1986 on a simple idea: Furniture and décor should be sustainably sourced, lovingly made, and built to last. Today, we partner with artisans around the world who share our vision, creating beautiful, heirloom-quality pieces that can be used-and loved-for generations. About Corporate Finance Roles at Arhaus If you're seeking a challenging role in Corporate Finance but don't see an immediate opening that aligns with your expertise-whether in FP&A, Accounting, Treasury - or other parts of business. We encourage you to apply and submit your resume here. We actively pipeline talent and will reach out when a future opportunity becomes available that matches your skills. If you are ready to take on a strategic role where your financial expertise directly drives operational efficiency and excellence, submit your information to our Talent Network. * Education: Bachelor's degree in Finance, Accounting, or a related quantitative field. * Technical Expertise: * Advanced proficiency in Microsoft Excel, including functions, pivot tables, data analysis, and building robust financial models. * Proficiency in Microsoft PowerPoint for presentation development. * Core Knowledge: Functional knowledge of financial analysis, budgeting, forecasting, and the ability to write clear, compelling financial reports. Knowledge of GAAP accounting principles as they relate to budgeting and forecasting. * Skills: Strong analytical, problem-solving, and communication (written and verbal) skills, with the ability to clearly articulate complex financial concepts to non-financial audiences. * Character: A high level of ethics, integrity, judgment, and the ability to handle confidential information. Successful candidates must be highly skilled, solutions-oriented leaders with a strong commitment to operational excellence and risk mitigation. Arhaus is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Arhaus is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Arhaus are based on business needs, job requirements, and individual qualifications, without regard to race, color, sex, sexual orientation, gender identity, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Arhaus will not tolerate discrimination or harassment based on any of these characteristics. Arhaus encourages applicants of all ages.

MarshBerry is growing! We are seeking an Investment Banking Intern to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is currently seeking an Investment Banking Intern based in either our Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA offices. The Investment Banking Intern is responsible for analyzing client business data and financial documents and entering data into financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry's Investment Banking and Consulting Team. The Intern will also fulfill ad hoc data and research requests. Responsibilities: Collaborates as a member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination. Analyze data from client financial statements and enter it into MarshBerry models. Convert data from various formats into standardized format and chart of accounts. Complete projects in desired timeframe prioritizing work and following guidelines and metrics provided to complete multiple projects simultaneously. Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services. Any other special projects, tasks or duties as assigned. Selection Criteria Education & Experience: Students pursuing a Bachelor's Degree in Finance or Accounting at the Senior level. Highly proficient with technology; Microsoft Excel, Word, PowerPoint, and Outlook. Working knowledge of financial statements, and financial and accounting data. Other: Strong analytical and problem-solving skills. Strong communication skills; both written and verbal with demonstrated creativity with regard to work. Exceptional organization skills and ability to multi-task; able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines. Must be legally authorized to work in the United States without requiring sponsorship now or in the future. Working at MarshBerry Who We Are: MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all. What We Do: MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals. It's one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following: Crain's Best Employers in Ohio The Nation's Best and Brightest in Wellness North Coast 99 Top Work Places - The Plain Dealer Weatherhead 100 West Michigan's Best and Brightest Companies to Work for To learn more about MarshBerry, visit ******************* We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

The Financial Planning & Analysis (FP&A) Consultant is responsible for delivering forward-looking financial insights and strategic support to drive performance within the Standard Lines businesses. This role is a trusted advisor to senior executives, leveraging analytics and financial modeling to influence key business decisions. You will proactively identify opportunities, assess risks, and provide actionable recommendations that influence results. The consultant plays a critical role in forecasting, budgeting, and scenario planning, enabling informed decision-making and ensures a deep understanding of business drivers, identify emerging trends, and translate operational impacts into financial outcomes. Key Responsibilities: * Analysis and Insights | Go beyond traditional reporting to deliver predictive and prescriptive insights that inform business strategy and operational performance. * Data-Driven Problem Solving | Develop analytical tools and financial modeling to address complex business challenges across underwriting, pricing, distribution, claims, and expenses. * Performance Optimization | Identify trends, opportunities, and risks to improve profitability, efficiency, and long-term sustainability. * Scenario Planning and Forecasting | Develop dynamic models and forecasts that support strategic planning and resource allocation. * Cross-Functional Collaboration | Partner with business units to align financial strategies with operational goals and market dynamics. * Mentorship & Influence | Build financial acumen across the organization and act as a trusted advisor to senior executives. Job Qualifications: * Experience: 7+ years in Financial Analysis within the insurance industry * Education: Bachelor's degree in Finance, Economics, Business, Actuarial Science, or related field. * Skills: Strong analytical and problem-solving capabilities; proficiency in financial modeling, forecasting, and data visualization tools. * Influence: Proven ability to communicate complex insights clearly and persuasively to senior executives. * Mindset: Proactive, strategic thinker with a passion for driving business performance through data-driven decisions. Location: * Hybrid- defined as working three or more days per week in the office if the employee's residence is within 50 miles of Westfield Center, OH; OR Remote-if the employee resides more than 50 miles from Westfield Center, OH. Behavioral Competencies: * Manages ambiguity & complexity * Business insight * Financial acumen * Balances stakeholders * Collaborates * Communicates Effectively Technical Skills: * Financial Planning & Analysis * Data Analysis * Data Modeling * Financial Modelling This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.

Consultant - Financial Planning & Analysis Full-Time Financial Planning & Analysis Practice This position is for a Consultant specializing in Financial Planning & Analysis (FP\&A) with interest and experience in FERC accounting and the Utility industry. The Consultant will work with diverse clients ranging from regional utilities to large Fortune 500 energy enterprises to design and deliver FP\&A solutions. Working in a team environment, the individual in this role will support financial planning initiatives, analyze performance, and help clients achieve compliance and operational excellence. The primary responsibilities of this role include coordinating FP\&A activities within a client's organization; working with stakeholders to understand and map their requirements; and defining areas of improvement. You will provide value on process design and improvement initiatives, assist clients in identifying business needs and focused solutions, and realize those solutions by implementing effective FP\&A strategies aligned with FERC standards. Responsibilities: In general, the Consultant will perform the following job responsibilities in addition to others as required for each engagement: Support budgeting, forecasting, and long-term planning processes ensuring accuracy, compliance, and timely deliverables. Develop and maintain financial models and tools to support strategic and operational decision-making. Analyze financial performance and key drivers to identify trends, risks, and opportunities. Assist in designing and implementing scalable FP\&A processes that improve data integrity and usability. Collaborate with client teams to translate business needs into actionable initiatives and insights. Prepare executive-ready materials including dashboards, summaries, and recommendations for stakeholders. Ensure compliance with FERC accounting standards and regulatory requirements across all financial planning activities. Build and maintain strong client relationships through consistent communication and proactive problem solving. General Consultant Qualifications: Qualified candidates for the Consultant FP\&A position will have the following qualifications: Bachelor's degree in Business Administration, Finance, Accounting, or related field. Minimum of 2 years of experience in FP&A, accounting, or related financial roles. Demonstrated knowledge of FERC accounting and Utility industry financial operations. Strong interpersonal and communication skills, capable of working effectively in a team environment. Ability to work effectively in a high-pressure, time-sensitive environment. Strong analytical and problem-solving abilities, with a track record of turning data into actionable insights. Preferred Qualifications: Experience with financial systems and tools commonly used in the utility sector including Power Plan, OPPM, Ecosys and Unifier. Familiarity with regulatory reporting and compliance frameworks beyond FERC. Travel Requirements: Remote work opportunities; with up to 25% in the office and/or travel to clients.