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Finance analyst-operations finance entry level jobs - 37 jobs

  • Manager, O2C Financial Systems (Zuora)

    Relativity 4.7company rating

    Columbus, OH

    Posting Type Hybrid/Remote This role will be the end-to-end process subject matter expert, own Zuora platform operations, and lead project teams supporting our Billing/Collections and Revenue Accounting teams' initiatives. The Manager, Finance Systems will partner closely with IT to ensure quality integrity and seamless integration throughout the data lifecycle with Salesforce CPQ, upstream, and Workday Financials, downstream. The ideal candidate will have high fluency in both functional and technical discussions with the gumption to develop flexible, future-proof solutions in this critical area of the business. This role reports to the Director, Financial Systems and can be remote with some travel expectations Job Description and Requirements Responsibilities Administer and own configuration of Zuora platform (Billing and Revenue/RevPro) to meet business needs and support scalable growth Lead and execute roadmap objectives increasing accuracy and efficiency Champion innovation and automation through AI and other intelligent solutions Triage and identify bug fixes required for Zuora while working with 3rd party resources Participate in all stages of the SDLC, from QA to UAT, for Zuora-related fixes and dependent system impacts Maintain tight collaboration with key cross-functional stakeholders and drive alignment Ensure compliance controls satisfy audit and SOX requirements Requirements Bachelor's degree in Computer Science, Information Systems, Finance, or related fieldor equivalent experience 8+ years of combined hands-on technical financial systems experience including Zuora Billing and Zuora Revenue/RevPro In depth functional knowledge of 606 Revenue Recognition standards Demonstrated ability to partner effectively with business and technical teams Solid understanding of data reporting tools Integration experience with Salesforce CPQ, Workday Financials, and Adaptive a plus Exceptional attention to detail Relativity is committed to competitive, fair, and equitable compensation practices. This position is eligible for total compensation which includes a competitive base salary, an annual performance bonus, and long-term incentives. The expected salary range for this role is between following values: $116,000 and $174,000 The final offered salary will be based on several factors, including but not limited to the candidate's depth of experience, skill set, qualifications, and internal pay equity. Hiring at the top end of the range would not be typical, to allow for future meaningful salary growth in this position. Suggested Skills: Agile Methodology, Application Management, Cloud Computing, Database Management, DevOps, Information Technology Operations, Project Management, Software Development, Software Development Life Cycle (SDLC), Vendor Management
    $73k-91k yearly est. 2d ago
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  • Financial Advisor - Securities Administration - Jackson, OH

    Wesbanco Bank Inc. 4.3company rating

    Jackson, OH

    Back Financial Advisor - Securities Administration #31-8560 Jackson, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be at the Jackson Main - Jackson, OH. Market Columbus Work Hours per Week 37.5 Requirements Bachelor's Degree preferred. State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required. Knowledge of core investment products including fixed and variable annuities and mutual funds. Must have fundamental understanding of Bank services and operations. Market (investment) knowledge. Experience in investment sales or related fields. Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations. Job Description SUMMARY: The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee-based accounts. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management. The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prospect clients to establish business relationships. Profile clients and recommend suitable investment and insurance solutions. Provide a great client experience to all clients and prospects. Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients. Participate in seminars, branch training and community events in support of WesBanco Securities. Support retail and other divisions in cross referring clients for bank offered services. Coach and train Senior and Licensed Personal Bankers and branch employees. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Willingness to provide a level of service which will clearly differentiate us from our competitors. Must possess proven sales skills, be proactive and generate opportunities. Ability to perform general clerical duties and operate various departmental equipment. Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint). Ability to learn various software systems to accomplish work responsibilities. Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Ability to analyze, comprehend and act in accordance with various regulatory entities. Ability to interact professionally with Bank business partners and customers. Must possess strong organizational and planning skills. Ability to maintain confidentiality. Must be self-motivated. Ability to handle travel to assigned offices. Full-Time/Part-Time Full-time Area of Interest WesBanco Securities All Locations Jackson, Ohio, United States
    $49k-82k yearly est. 5d ago
  • Oracle Cloud Finance - Manager

    PwC 4.8company rating

    Columbus, OH

    Industry/Sector Not Applicable Specialism Oracle Management Level Manager A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance. As part of our finance team, you'll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: * Develop new skills outside of comfort zone. * Act to resolve issues which prevent the team working effectively. * Coach others, recognise their strengths, and encourage them to take ownership of their personal development. * Analyse complex ideas or proposals and build a range of meaningful recommendations. * Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. * Address sub-standard work or work that does not meet firm's/client's expectations. * Use data and insights to inform conclusions and support decision-making. * Develop a point of view on key global trends, and how they impact clients. * Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. * Simplify complex messages, highlighting and summarising key points. * Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) with at least 3 years directly involved in Oracle Cloud implementations and/or support Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates proven intimate knowledge of Oracle Cloud application based solutions, including the following: * Displays a proven record of successfully completing at least 1-3 full life-cycle implementations, assisting clients in the implementation and/or support of Oracle packaged solutions leading significant tracks on larger projects, leading medium sized consulting engagements, and/or leading production support efforts; * Exhibits hands-on functional and technical knowledge of the Oracle Cloud product suite; * Understands and displays business process knowledge associated with the different Oracle Cloud Financials modules e.g., payment process, matching process, month-end close, etc.; * Designs, implements and supports complex business processes in an Oracle environment; * Understands the importance of a structured, controlled production systems environment; * Uses writing, communication, facilitation, and presentation skills cogently to all levels of industry audiences, clients and internal staff and management; * Communicates technical and functional concepts to client business users to facilitate business decision making; * Demonstrates intimate abilities and/or a proven record of success as a team leader: * Creates a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; * Provides candid, meaningful feedback in a timely manner; and, * Keeps leadership informed of progress and issues. Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $99k-232k yearly Auto-Apply 60d+ ago
  • Financial Planning and Analysis Manager

    Vertiv 4.5company rating

    Westerville, OH

    Vertiv, a global leader in network power solutions, seeks a Manager at its Americas Services HQ located in Westerville, OH. Reporting to the Director Services Finance, the successful candidate will provide financial planning & analysis support and accounting support for the Electrical Reliability Services (ERS) & High Voltage Maintenance (HMV) business units. The ideal candidate is beyond reproach in financial planning & analysis, proper & accurate accounting as well as being committed to root cause analysis that delivers insight, not just information, and regularly displays an inquisitiveness that craves continuous learning and drives continuous improvement. RESPONSIBILITIES • Responsible for providing insight, support and guidance to the business partners in all financial and accounting related matters • The role will be primarily responsible for the financial forecast and budgeting process providing assurance that it is reasonable and accurate. • The role also assumes responsibility for the general ledger accounting, with month end responsibilities, interacting with business partners, other departments and business disciplines. • Additional job duties will include assembly of information necessary to evaluate month end accruals and reserves and support the financial statement audit and related activities. • Perform month end accounting tasks to ensure complete, proper & accurate general ledger close in timely manner and all accounting transactions are recorded in accordance with U.S. GAAP and Vertiv policies and procedures • Prepare, understand, summarize and discuss the monthly financial forecast for ERS & HVM • Prepare the compilation of standardized key metrics, performance indicator and periodic reporting requirements and discuss these with finance and business leadership • Prepare and evaluate the analysis of profit margins for all business and geographic segments including the identification of operational improvement opportunities • Work with the ERS & HVM Management team in developing & reporting sales & orders projections • Prepare detailed accounting & finance analysis as required to support ongoing evaluation of business unit financial performance • Maintain ownership of various monthly account reconciliations • Adeptly utilize existing tools and applications to review and analyze business results that provide insights to business leaders • Leverage business insights gained in review and analysis to improve business forecasting and the accuracy of business forecasts • Execute all phases of ERS & HVM annual budget process and conduct monthly cost center budget performance reviews with division management • Provide detailed accounting analysis & support as required and for audit inquiries QUALIFICATIONS • BS/BA is accounting or finance. CPA is preferred • 7+ years of accounting & finance experience • In-depth knowledge of US GAAP • Very proficient in spreadsheets, databases, MS Office, Oracle, Hyperion Financial Management, and financial software applications. JOB SUMMARY • Strong organizational, time & project management, prioritization skills and ability to handle multiple projects with minimal supervision and meet deadlines • Confidence in challenging the status quo; always on the hunt for continuous improvement opportunities • The ability to go fast; the desire to help others go faster • Strong analytical skills, including ability to think about complex issues using scientif ic/critical thinking approach to solve problems and make sound judgments • Strong communication skills, including the ability to discern from available data what should be pertinent to upper levels of management PREFERRED QUALIFICATIONS: • Either Big 4/large regional public accounting and/or large global manufacturing background is strongly preferred. • Proficiency in all Microsoft Office tools • Experience with SAP, Oracle, or another ERP system a plus • Experience with Hyperion Essbasse or Hyperion Financial Management also a plus
    $80k-112k yearly est. Auto-Apply 46d ago
  • Corporate Finance Manager

    Confluent 4.6company rating

    Columbus, OH

    **Employment Type:** FullTime Remote **Department** Finance & Operations **Compensation:** $151,000 - $177,390 - Offers Equity _At Confluent, we are committed to providing competitive pay and benefits that are in line with industry standards. We analyze and carefully consider several factors when determining compensation, including work history, education, professional experience, and location. The actual pay may vary depending on your skills, qualifications, experience, and work location. In addition, Confluent offers a wide range of employee benefits. To learn more about our benefits click_ here (****************************** _._ **Overview** We're not just building better tech. We're rewriting how data moves and what the world can do with it. With Confluent, data doesn't sit still. Our platform puts information in motion, streaming in near real-time so companies can react faster, build smarter, and deliver experiences as dynamic as the world around them. It takes a certain kind of person to join this team. Those who ask hard questions, give honest feedback, and show up for each other. No egos, no solo acts. Just smart, curious humans pushing toward something bigger, together. One Confluent. One Team. One Data Streaming Platform. **About the Role:** This role plays a key leadership position on Confluent's corporate finance team. Reporting to the Director of Corporate FP&A, this role is critical in ensuring financial accuracy in forecasting, including P&L, headcount and free cash flow. In addition, this role will provide strategic insights to finance leaders to guide business decisions. The role will be involved in updating and building out a forecasting model based on complex datasets on a monthly basis, and synthesizing cash flow trends for quarterly executive and board meetings. This is a highly visible role that requires cross-functional coordination across Treasury, Accounting, and Operations. **What You Will Do:** + Proactively manage forecasts by analyzing variances, surfacing insights, and communicating key risks, opportunities, and business drivers. + Present regularly to key finance leaders at Confluent including CFO, SVP of Finance and VP of Corporate FP&A. + Refine and maintain driver-based financial models to understand historical and projected spend and profitability. + Build strong relationships cross-functionally to continuously drive forecast accuracy, improve processes and automation, and establish rigor in measuring the business. + Deliver quantitative and qualitative analyses with high precision and efficiency. **What You Will Bring:** + BA/BS degree in Finance, Accounting or related field. + 5+ years of experience of Finance at a SaaS company, Investment Banking, Private Equity or related field. + Highly proficient in financial analysis and model building. + Highly proficient in Excel, PowerPoint, Google Sheets/Slides. **What Gives You an Edge:** + Demonstrated success in fast-paced work environments + Ability to think strategically about key drivers of profitability + Hands-on experience with Business Planning tools (e.g., Anaplan) **Ready to build what's next? Let's get in motion.** **Come As You Are** Belonging isn't a perk here. It's the baseline. We work across time zones and backgrounds, knowing the best ideas come from different perspectives. And we make space for everyone to lead, grow, and challenge what's possible. We're proud to be an equal opportunity workplace. Employment decisions are based on job-related criteria, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other classification protected by law.
    $151k-177.4k yearly 48d ago
  • Public Finance Investment Banking Analyst - Healthcare

    Piper Sandler Companies 4.8company rating

    Ohio

    At Piper Sandler, we connect capital with opportunity to build a better future. We enable growth and success of our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our mission is to recruit, develop, and retain high-performing people that are bright, committed, and who work in partnership with others to achieve at a high level. About our Public Finance Group We are a national public finance investment banking franchise with a diversified business focused on middle market issuers and specialty sector expertise. Our core business is partnering with not for profits, private developers, and state and local governments to raise capital for infrastructure projects through the issuance of tax exempt and taxable bonds. We finance a broad spectrum of projects across our regional footprint and our specialty sector coverage. We emphasize a "mentorship" culture where junior bankers get direct exposure to senior bankers and clients early on. Our employees are able to transition to more senior roles in the firm, corporate finance, or graduate school (MBA/MPP). Learn more about our public finance team here. We are currently looking for a Public Finance Investment Banking Analyst to join the public finance Healthcare team in Columbus, Ohio. About the Role Our analyst position offers a unique opportunity for ambitious professionals seeking to play a meaningful role in connecting capital with opportunity to finance projects for not-for-profits, governments, and developers who are engaged in building the country's infrastructure. Analysts prepare bond sizing cash flows and debt profiles to analyze and structure debt, presentations, proposals, and a variety of ad hoc collateral material. Analysts should be prepared for direct interaction with senior bankers and clients in a highly competitive, rewarding, team-oriented environment to execute successful financings . Qualifications & Skills Education: B.S. or B.A. required. Preferred majors include Business, Economics, Mathematics, Political Science, Engineering, or Public Administration. Experience: 0-3 years of related experience (banking, accounting, or government finance) is a plus, but will actively consider upcoming or recent graduates. Technical Skills: Advanced proficiency in Excel, PowerPoint, and Word is critical. Excellent analytical and financial modeling skills is a "must." Soft Skills: Strong interest in public finance/public sector work, excellent written/verbal communication, and the ability to manage multiple projects under pressure Ability to demonstrate high achievement, particularly in a team setting Operates consistently with the highest degree of integrity and accountability Quickly builds trust across multiple constituencies Well organized, attention to detail and able to manage multiple projects under pressure Strong communication and professional presence with clients required Successful candidates will be enthusiastic, highly self- motivated, and go the extra mile in terms of effort and hours when needed Key Responsibilities Quantitative Modeling: Develop financial models to structure and optimize debt transactions (e.g., calculating debt service, sizing bond issues). Credit Analysis: Research and analyze client debt loads, local economic conditions, and financial strengths to help determine creditworthiness. Transaction Execution: Assist in all steps of the bond issuance process, from drafting responses to Requests for Proposals (RFPs) to preparing closing documents. Marketing & Pitching: Prepare presentation materials for financing proposals, new business development, and bond rating agencies Documentation: Draft disclosure documents for bond sales and coordinate transaction details with clients and legal teams Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. The anticipated starting salary range for individuals expressing interest in this position is $80,000 - $100,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. *LI-AH1
    $80k-100k yearly Auto-Apply 32d ago
  • Manager, Financial Planning and Analysis - Corporate

    Cardinal Health 4.4company rating

    Dublin, OH

    What Financial Planning & Analysis contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. Job Summary Reports to Director, Financial Planning and Analysis - Corporate Segment with high visibility and engagement with the company Chief Financial Officer, Chief Information Officer, Chief Human Resource Officer and Chief Legal & Compliance Officer Coordinates Corporate long-range planning, budgeting and reporting to be used for updates with the CEO, CFO, Board of Directors, and used for external guidance with Investor Relations Finance partner to Corporate, working directly with business leaders on Planning, Budgeting and Forecasting for their functional areas as well as Corporate Capital Responsibilities Responsible for the preparation and presentation of management reports and/or corporate reporting requirements, to ensure integrity of information and keep management updated on key information Coordinate key planning and reporting processes (Monthly results reviews, Forecasts, Long Range Strategic & Financial Plan, Budget) Provide real time updates on performance, implications, and recommended actions Create materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary Employ a process improvement mindset to deliver efficiencies across work areas Serve as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensure strong controls are in place and the company's intellectual property is protected Recommends strategies and input to strategies regarding the financial aspect Qualifications 8-12 years of experience, preferred Bachelor's degree in related field, preferred, or equivalent work experience, preferred Anticipated salary range: $105,100 - $150,100 Bonus eligible: Yes Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being. Medical, dental and vision coverage Paid time off plan Health savings account (HSA) 401k savings plan Access to wages before pay day with my FlexPay Flexible spending accounts (FSAs) Short- and long-term disability coverage Work-Life resources Paid parental leave Healthy lifestyle programs Application window anticipated to close: 2/17/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply. Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law. To read and review this privacy notice click here
    $105.1k-150.1k yearly Auto-Apply 34d ago
  • 2027 Asset Management Product Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH

    JobID: 210691737 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; New York,NY ; $100,000.00-$100,000.00; Columbus, OH $100,000-$100,000 USD Are you curious about portfolio management and investment strategies? We're looking for energetic, creative talent to join our global team of experts in evaluating new investments for a diverse base of clients. You will have the opportunity to start in New York to gain insights into business strategies before joining an investment products team. As a Summer Analyst in the 2027 Asset Management Product Program, you will collaborate with industry experts to develop investment solutions for institutional investors, mutual funds, ETFs, and other large-scale clients-including corporations, governments, and not-for-profit organizations-worldwide. You'll work with client portfolio managers, traders, research analysts, marketers and client advisors to analyze and execute investments strategies. These solutions will give you exposure to the various asset classes, including equities, fixed income, real assets, hedge funds and private equity. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage your skills. Job Responsibilities: * Collaborate with mentors and a supportive team to learn and grow. * Develop innovative ideas to enhance our business. * Undertake assignments that directly impact clients, helping them achieve their business goals. * Network with industry leaders and access best-in-class training. * Sharpen technical skills and finance and accounting principles. Required Qualifications, Capabilities, and Skills: * Pursuing a Bachelor's or Master's degree (No MBA). * Attending a college/university in the U.S. * Expected graduation date of December 2027 - June 2028. * Excellent communication and presentation skills. * Strong quantitative skills and a passion for investing. * Exceptional organizational skills and multitasking ability. * Strong initiative, energy, and confidence. * Good judgment and discretion with confidential information. Preferred Qualifications, Capabilities, and Skills: * Background in financial accounting, financial analysis, or mathematics is a plus. * Genuine interest in financial markets, investing, and macro-level economics. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations Locations and teams you may join: * Equities - New York * Global Fixed Income Currencies and Commodities - New York * Global Fixed Income Currencies and Commodities - Columbus * Global Fixed Income Currencies and Commodities - Leveraged Credit Team - Indianapolis * Alternatives: Hedge Funds - New York Alternatives: Private Equity - New York * Alternatives: Real Estate - New York * Alternatives: Real Estate - Los Angeles * Alternatives: Private Credit / Special Situations - New York * Global Liquidity - New York * Multi Asset Solutions - New York * Multi Asset Solutions - Columbus * ETFs - New York * Quantitative / Research - New York Team preference and location will be taken into consideration on your application. You will not be reviewed for teams that you do not list as a preference. Once your application is submitted, you cannot change your team and location preferences. Learn more about our teams below: * Equities: We manage a broad range of equity investment strategies globally with dedicated portfolio managers, research analysts and traders who have expertise in helping clients of all sizes. * Global Fixed Income Currencies and Commodities: We manage global bond strategies that invest across a broad range of sectors including government, corporate, securitized, and emerging market debt. Our solutions are available to individual clients through our active mutual fund and ETF offerings as well as institutional clients. Our team includes portfolio managers, research analysts, investment specialists, traders, and risk management. * Leveraged Credit: Our team manages over $70 billion in assets with a strong history of long-term performance. We combine portfolio management, credit research, and trading to deliver innovative investment solutions for a diverse range of clients. You'll work with senior professionals to evaluate high yield bonds, leveraged loans, and private credit, gaining hands-on experience and actively contributing to the investment process. * Alternatives: Explore a diverse range of alternative investment opportunities across hedge funds, private equity, real estate, and private credit in key financial hubs like New York and Los Angeles. * Hedge Funds: We manage hedge fund portfolios for institutional and high net worth individuals, offering a broad range of products and capabilities to help investors reach their objectives. * Private Equity: We build and maintain the private equity portfolios for our clients. * Real Estate: Where innovation meets opportunity. We come up with innovative ways to invest in real estate. * Global Liquidity: We help clients invest within a range of currencies, risk levels and durations, including taxable and tax-free money market funds, short-term fixed income funds and separately managed accounts. * Multi-Asset Solutions: We manage multi-asset portfolios investing across equities, fixed income, alternatives, and FX. Our strategies are informed by the insights of our quantitative and fundamental research teams and access the investment solutions from across JPMorgan Asset Management. Clients access MAS's strategies through active mutual funds, model portfolios, and custom institutional accounts. Our team includes portfolio managers, quantitative research analysts, fundamental macroeconomic strategists, investment specialists, and risk management. Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. J.P. Morgan Asset Management designed a YouTube video series to help future talent better understand what is Asset Management and why it's so important. Click here to view the series. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $100k-100k yearly Auto-Apply 17d ago
  • Finance Controller

    Christian Life Center 4.0company rating

    Dayton, OH

    Reports to Executive Director Full Time/Exempt/Salaried PURPOSE: The Finance Controller is responsible for managing, maintaining, and overseeing the daily operations of the accounting department ensuring accurate and timely financial information. The Finance Controller will supervise and manage the Finance Office staff. WORKING RELATIONSHIPS: The Finance Controller is responsible for adhering to all official and functional policies and procedures established by Christian Life Center. This role requires active collaboration and positive engagement with both staff and members of the congregation. While there may be times when you disagree with certain philosophies or procedures, maintaining loyalty and support for the Lead Pastor and the staff is essential. Should any concern arise, or if a decision has the potential to place the organization at risk, the matter must be promptly presented to the board for review. JOB REQUIREMENTS: Spiritual maturity and commitment to a Christian lifestyle and to CLC's Excellence in Ministry values Attends weekly service and is actively involved in serving opportunities at CLC. Knowledge and understanding of general accounting principles. A high degree of detail and working knowledge of office equipment. Basic knowledge of routine clerical methods and office practices and procedures is necessary. Task-driven and people-oriented, with attention to detail and excellent organizational skills Bachelor's degree required (MBA or CPA a plus) and five years of demonstrated success in administration management and financial accountability. JOB RESPONSIBILITIES: Manage a team of support staff who are responsible for the accounts payable, contribution recording, contribution reporting, purchasing and receiving. Safeguard Financial Assets. Oversee monthly bank reconciliation. Prepare and review monthly financial statements, review, and prepare adjusting entries as needed. Work with contracted professional services firms for the annual Financial Review, or other specified reporting services determined appropriate. Maintain chart of accounts. Facilitate the annual budget process; schedule and attend department and committee meetings, preparation and distribution of budget files and books used throughout the process, preparation, and finalization of the Annual Reports Financial reporting and filing of 1099s as required by IRS regulations. Maintain related files and records. Any duties that may be assigned as deemed necessary by supervisor. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The employee is regularly required to sit for long periods of time, to talk and hear, to sit, to bend, reach and stoop, to lift and/or move up to 25 pounds, to use hands to finger, handle, or feel objects, tools, or controls. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
    $71k-96k yearly est. 19d ago
  • Business Unit Controller

    Manpowergroup 4.7company rating

    Cleveland, OH

    Our client, a manufacturer headquartered near **downtown Cleveland, OH** is looking for a **Business Unit Controller** to join their team. This person will own the accounting functions of multiple business units, including General Ledger Accounting, Month-end Close, Inventory Control, and Operational Partnership. The company is financially strong and offers tremendous perks and potential for career growth. Don't wait ... apply today! **What's In It For You?** + Generous Salary ($115 - $130K Base plus Bonus Potential.) + Strong benefits package. + Positive Company Culture and Work Environment. + Good Work-Life Balance. + Career Growth Potential and Opportunities. + **This role is a full-time direct hire position working 100% onsite in Cleveland, OH. (LOCAL CANDIDATES ONLY WILL BE CONSIDERED.)** **Qualifications:** + **Bachelor's Degree** in Accounting. + **CPA** preferred (active or inactive.) + **5+ years of Operational Accounting** experience in a Manufacturing environment. + **Cost Accounting** experience in aManufacturing environment. + Strong knowledge of **US GAAP** and accounting processes in a Manufacturing environment. + Advanced **Excel** skills. + Strong **ERP** experience ( **Sage 100** would be a plus.) + **Public Accounting** experience would be a plus. Are you Interested? Apply today! **For further information, contact:** Michael Spiro, Senior Recruiter Jefferson Wells Phone: ************ ************************************************************************* **JEFFERSON WELLS - Who We Are** **:** Jefferson Wells (************************ a division of ManpowerGroup, is a professional services firm delivering solutions in Finance & Accounting, Internal Audit, Risk & Compliance and Tax. We put people to work in contract/consulting projects, as well as temp-to-perm jobs and permanent direct-hire positions with our clients. _Jefferson Wells is an Equal Opportunity Employer._ _Awards Winner:_ _- "World's Most Admired Companies" (Fortune Magazine, 18 years running)_ _- "World's Most Ethical Companies" (Ethisphere Institute, 16 years running)_ ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.
    $115k-130k yearly 60d+ ago
  • Finance Manager

    AM Ford 4.3company rating

    Jefferson, OH

    We are seeking a detail-oriented and customer-focused Finance Manager to join our automotive dealership team. As the Finance Manager, you will be responsible for assisting customers with vehicle financing options, ensuring compliance with lending regulations, and maximizing dealership profitability through the sale of finance and insurance products. This role requires excellent interpersonal skills, strong financial knowledge, and a deep understanding of the car sales process. Key Responsibilities: Present financing options and extended service products to customers in a clear and professional manner Work closely with lenders and financial institutions to secure the best financing terms for clients Structure deals effectively to optimize both customer satisfaction and dealership profitability Submit credit applications, analyze credit reports, and obtain necessary approvals Maintain compliance with federal, state, and local laws (e.g., privacy laws, Truth in Lending Act) Ensure all finance paperwork is accurate, complete, and processed in a timely fashion Sell additional finance and insurance products such as vehicle service contracts, GAP insurance, and maintenance plans Collaborate with sales managers and sales consultants to close deals efficiently Track F&I performance metrics and prepare regular reports for upper management Stay up to date with new products, lending guidelines, and industry regulations Qualifications: Proven experience in automotive finance (minimum 2-3 years in F&I or dealership finance role) Strong knowledge of financing and leasing options, credit guidelines, and F&I products Excellent negotiation, communication, and customer service skills Ability to explain complex financial terms in a simple and transparent way Familiarity with dealership software systems High level of integrity and professionalism Bachelor's degree in Finance, Business, or related field preferred (but not required) Preferred Skills: Automotive industry experience is required Bilingual abilities are a plus Detail-oriented with strong organizational and documentation skills Ability to work flexible hours, including weekends and evenings Compensation & Benefits: Competitive base salary plus commission/bonuses Health, dental, and vision insurance Paid time off and holidays Employee vehicle purchase program Ongoing training and professional development
    $83k-117k yearly est. Auto-Apply 60d+ ago
  • Finance Manager

    Medality

    Cincinnati, OH

    Having just surpassed our 100th client, Medality is seeking our first full-time Finance Manager to own accounting, budgeting, financial planning and analysis for our team. This person will collaborate with the executive team to drive rapid growth across all areas of the business, including developing new products, scaling marketing & sales and entering new markets. This role is a fit for anyone with experience in both accounting and financial planning & analysis in a high-growth, software startup environment. If you love strategic planning, financial analysis, accounting and working in a team-environment to achieve ambitious goals, this role is for you. This is a role with the ability to make a huge impact, and has room for continued growth. We are a small, but mighty team with the shared goal of creating better outcomes across the healthcare industry. We've seen exponential growth over the past 18 months, and cannot wait to grow with you! Responsibilities Strategic Planning & Budgeting Manage annual budget process Own the operating model, long-term financial plans Collaborate with executive team to develop pro formas, evaluate strategic investments and actively manage department level budgets Analyze financial data to identify trends, opportunities, and areas for improvement Financial Management & Reporting Manage day-to-day accounting operations, including accounts payable, accounts receivable, general ledger, and payroll Monitor and maintain accurate financial records, ensuring compliance with relevant accounting standards and regulations Prepare monthly, quarterly, and annual financial statements and reports for internal and external stakeholders Capital strategy & cash management Preparing financial models for potential investors and funding round Assist in due diligence processes by providing requested financial information, supporting data analysis, and ensuring compliance with investor requirements Monitor cash flow and working capital requirements to optimize the allocation of resources Skills & Qualifications BA/BS degree in Accounting, Finance, or a related field; CPA certification preferred. Proven experience, 5+ years, in accounting with a track record of progressively increasing responsibility Experience in SaaS accounting, software a plus Excellent excel, financial modeling and problem solving skills Strong knowledge of accounting principles Proficiency in accounting software and ERP systems (e.g., QuickBooks, NetSuite). Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level Benefits & Perks Full Health and Dental 401k Match Short-term disability Opportunity to be part of a fast-growing software company with hundreds of customers and thousands of users worldwide. What makes someone a great fit at Medality? Kind, patient, positive, empathetic and adaptable to an ever-changing environment A go-getter and eager to take on customer challenges Strategic problem solver Strong sense of accountability Willing to roll up your sleeves and do whatever it takes to get the job done Self-motivated, a gifted self-manager, and have the mindset that no job is too small An entrepreneurial spirit who looks for new ways to contribute! To apply for this position please send resume along with answers to the following: Briefly share how your past experience makes you a great fit for this role Briefly describe what about this role or company caught your attention. Careers @ Medality Medality is on a mission to transform the way radiologists learn and thrive. We empower the very best physicians to share their knowledge with the world through online, highly interactive micro-learning activities. Our enterprise client list includes many of the most respected physician practices in the world, such as Mass General, Johns Hopkins, Strategic Radiology, and I-MED. Thousands of doctors in over 100 countries have utilized the MRI Online platform to advance their radiology practice. We are a fast-growing healthcare software company with an outstanding corporate culture, where we put customer success at the heart of everything we do. Medality is a premium online practice development platform that helps imaging practices and radiologists to expand their radiology expertise across all modalities, read a wide variety of cases, and become more accurate, confident, and efficient readers.
    $74k-106k yearly est. Auto-Apply 60d+ ago
  • Workday Finance Project Manager (Healthcare)

    Fides Info Sys

    Ohio

    FIDES is looking for a Workday Finance module implementation Project Manager, preferably with prior experience in the healthcare industry. Under general supervision, the PM will manage the enterprise implementation, testing, and go-live of the Workday ERP system's Finance module for a Health System organization. This includes organizing and managing teams (client, systems integrator, and vendor), developing project plans and schedules, managing issues, risks, costs, managing to schedule and scope and communicating at all levels of the organization. This role is 50% onsite. Responsibilities Lead and manage the end-to-end implementation of Workday ERP system Finance module, ensuring projects are completed on time, within scope, and within budget. Represent the client, ensuring their interests and requirements are prioritized and met. Develop detailed project plans and manage project teams, including internal resources, Workday, and the system integrator supporting the implementation. Facilitate effective communication among project stakeholders, including executives, department heads, IT teams, end-users, the implementation company, and Workday. Identify and resolve project issues and risks, ensuring minimal disruption to project timelines and objectives. Provide post-implementation support and training to end-users, ensuring a smooth transition to the new ERP system. Qualifications 3 years program and/or project management required; 3 years business analysis preferred; Prior experience managing Workday Finance module implementations required; PMP certification preferred; Bachelor's degree or equivalent; Health IT experience preferred.
    $73k-102k yearly est. 60d+ ago
  • FINANCIAL SVCS/MANAGER

    Kroger 4.5company rating

    Cincinnati, OH

    Lead corporate consolidation processes for the company, and oversee the completion of all quarterly Securities and Exchange Commission (SEC) filings, the adoption of new accounting standards, the recording and balancing of all stock transactions and the evaluation of the company's goodwill on an annual basis. Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion and safety. Minimum Bachelor's Degree in accounting/finance 6+ years of prior accounting/finance experience Any prior financial statement preparation and reporting experience Strong organizational skills and ability to prioritize and work on multiple projects Excellent oral/written communication skills Strong analytical and problem-solving skills Strong project management skills with the ability to effectively meet deadlines Ability to manage direct reports Desired Accounting center or audit experience SEC reporting experience Certified public accountant (CPA) certification Complete corporate consolidation processes for the company, which includes the consolidation of various entities that are not within our accounting system Lead the completion of all quarterly 10-Q and annual 10-K SEC reporting requirements Serve as one of the primary contacts for external auditors for items related to corporate consolidation, the preparation of the quarterly 10-Q and annual 10-K SEC reporting requirements and new accounting standards to be adopted by the company Supervise and review third party consultant's XBRL tagging of the company's quarterly 10-Q and 10-K SEC filings Prepare the company's annual goodwill impairment calculation Maintain the financial page outline for the Kroger Accounting System Record, balance and report out on all stock transactions for the company, including the company's quarterly stock grant valuation Prepare debt covenant filings Evaluate, recommend and implement processes for any new accounting standards to be adopted by the company Supervise and coach direct reports in the performance of their duties; complete performance reviews and provide feedback to direct reports Must be able to perform the essential job functions of this position with or without reasonable accommodation
    $95k-120k yearly est. Auto-Apply 60d+ ago
  • Finance Co-op - US - Fall 2026

    GE Aerospace 4.8company rating

    Evendale, OH

    SummaryAre you ready to see your future take flight? At GE Aerospace, we believe the world works better when it flies. We are a world-leading provider of jet engines, components, and integrated systems for commercial and military aircraft. We have a relentless dedication to the future of safe and more sustainable flight and believe in our talented people to make it happen.Job Description Job Summary: Our Financial Management Program (FMP) Internship is a ten-week early career development internship that will ignite your career growth and position you as an emerging finance and business leader at GE Aerospace. The internship assignments consist of projects across finance in our key focus areas, including Commercial Finance, Supply Chain Finance, and Financial Planning & Analysis. Internship/co-op opportunities provide experiences that will expand the knowledge base and demonstrate leadership ability. Finance co-ops/interns will receive ample opportunities to build the foundation for their finance careers. You'll build relationships with interns/co-ops and leaders through intern community events and grow through professional development and mentoring options. Essential Responsibilities: Complete 10-week project in one of GE's core finance competencies: Commercial Finance, Supply Chain Finance, and Financial Planning and Analysis Complete two courses focused around communication skills in business and data analysis tools to leverage in the workplace in parallel to your project Work alongside and present to senior leaders who will act as coaches and mentors on your assignments. Actively uphold GE's values by participating in our inclusive culture both inside the company and in the communities, we serve Willingness to relocate to headquarters in Cincinnati, Ohio Qualifications/Requirements: Graduation date on or before May/June 2028 Attending a full-time matriculated and nationally accredited bachelor program in Accounting, Finance, Business Administration, Economics, Operations Management, Data or business Analytics, or Mathematics Minimum 3.0 cumulative and in-major GPA off a 4.0 scale without rounding Eligibility Requirements: Any offer of employment is conditioned upon the successful completion of a background investigation and drug screen. Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. Desired Characteristics: Humble: respectful, receptive and agile, eager to learn Transparent: shares critical information, speaks with candor, contributes constructively Focused: puts safety first, prioritizes work with impact, continuously improves process Leadership ability: strong communicator & decision-maker Problem solver: analytical-minded, solves complex problems, aim for improvements Preferred: Understanding of business concepts/strategy; intern/coop experience in finance; business/accounting or analytical coursework; knowledge of Lean Methodology; multiple language skills; geographic mobility Benefits: Pay rates for this position begin at $18.25/hour and increase for each undergraduate year completed. Relocation support and housing assistance is available for those who relocate to a new city. Equal Opportunity Employer: GE offers a great work environment, professional development, challenging careers, and competitive compensation. GE is an Equal Opportunity Employer . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. This role requires access to U.S. export-controlled information. Therefore, employment will be contingent upon the ability to prove that you meet the status of a U.S. Person as one of the following: U.S. lawful permanent resident, U.S. Citizen, have been granted asylee or refugee status (i.e., a protected individual under the Immigration and Naturalization Act, 8 U.S.C. 1324b(a)(3)). Additional Information GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). Relocation Assistance Provided: Yes
    $18.3 hourly Auto-Apply 8d ago
  • Mgr, Financial Planning and Operations

    Summa Health 4.8company rating

    Akron, OH

    Manager, Financial Planning & Operations SummaCare - 1200 E Market St, Akron, OH Full-Time / 40 Hours / Days Hybrid As a regional, provider-owned health plan, SummaCare values the relationship between the members and their doctors. SummaCare is a part of Summa Health, an integrated healthcare delivery system that includes Summa Health System hospitals, its community-based health centers, dedicated clinicians and SummaCare. Based in Akron, Ohio, SummaCare provides Medicare Advantage, individual and family and commercial insurance plans. SummaCare has one of the highest rated Medicare Advantage plans in the state of Ohio, with a 4.5 out of 5-Star rating for 2025 by the Centers for Medicare and Medicaid Services (CMS). Known for its excellent customer service and personalized attention to members, SummaCare is committed to building lasting relationships. Employees can expect competitive pay and benefits. Summary: Responsible for the management of the health plans financial operations, including but not limited to: budgeting, forecasting, budget to actual administrative cost analysis, benchmarking, cost accounting, TPA accounting/group reporting, internal & external commission payments, membership reporting and fixed assets accounting and tracking. Also responsible for overseeing the facilities management for the health plans location. Ensures that processes and controls are designed and operating effectively in order to maintain the integrity, accuracy, and timeliness of assigned accounting and financial reporting activities. Work closely with the health plans Controller and CFO on budgeting and forecasting decisions and presentations for Senior Management, Summa Health System leadership team, and the Board of Directors. Works closely with senior management, directors and managers on explaining administrative budget variances and benchmark deviations. Ensures internal and external financial reporting needs are met in accurate and timely fashion. Formal Education Required: a. Bachelor's Degree in accounting or related field. Experience and Training Required: a. Five (5) years of experience to include: management of Accounting department, financial reporting, auditing, cash management, fiduciary activities, and supervision of staff. Essential Functions 1. Financials * Plans, prepares, implements and monitors area's operational and capital budgets to ensure sound fiscal management consistent with the goals of Summa Health System. * Manages productivity within department; minimum target is 100%; meets targets set in assigned area. 2. Managing & Leading People * Manages performance and ensures 100% of all required performance appraisals are completed. * Ensures all staff members complete Mandatory Organizational Education (MOE) training annually. * Ensures all staff members adhere to established Service Excellence Standards. * Monitors and manages staffing, turnover and vacancy in assigned departments. * Ensures continued development and education of self and staff. * Ensures excellent open communications within the department through regular staff meetings, preparation and distribution of minutes, and other means to keep the department informed on a timely basis. * Recruits, hires, and oversees additional facility-based care management staff development and implementation of an orientation plan for new staff members, and provides timely feedback. 3. Service Excellence * Identifies the direct and indirect customers served by assigned department, determining appropriate products and/or services based upon customers' needs, measuring customers satisfaction and developing actions that continually improve services. * Ensures staff and self follow Service Excellence Standards of Behavior, including standards for Appearance and Environment, Attitude and Courtesy, Communication, Teamwork, Customer Service, Confidentiality, Safety and Etiquette. 4. Planning & Organizing * Plans and organizes all activities under his/her control is an effective manner. Prepares departmental tactical and strategic plans as well as designing appropriate organizational structures for areas of responsibility. Organizes and delegates work in an effective manner, establishes appropriate time frames for completion of work, and provides the necessary leadership to ensure effective work results. 5. Performance Improvement * Ensures that his/her department adopts a Total Quality Improvement approach to its work that includes employee empowerment, managing with data, a philosophy of continual improvement, a customer driven attitude and a work methodology that maximizes error prevention. Develops and maintains a complete quality monitoring system throughout their department. 6. Relationships with Managers, Peers, etc. * Develops and maintains open, honest and mutually beneficial relationships with their manager, fellow managers, staff and the departments to which he/she provides service. Maintains relationships in a manner consistent with Summa's mission, values and philosophies 7. Supports Diversity and Community * Ensures a work environment that promotes and embraces diversity. Works to support and strengthen Summa's service to the community. 8. Regulatory Compliance * Complies with regulatory and accreditation requirements through completion of Summa's mandatory organizational education, TJC, Code of Conduct and compliance training. * Responsible for adherence to applicable regulations in daily activities and work processes. Additional Job Duties (note these areas of responsibility should not duplicate those previously covered above): 9. Oversees the preparation, reporting and monitoring of the annual budget, monthly and annual forecasts and the annual administrative cost benchmarking (Sherlock report) for all six companies. Work with Summa Health System leadership to integrate budgets and forecasts into the System's consolidated statements. Prepare presentations for Senior Management, Summa Health System leadership team, and the Board of Directors. 10. Oversees the process of administrative cost allocations, ensuring that costs are appropriately allocated to each of the 6 health plan companies in a manner that is appropriate and auditable. Develop administrative cost models to be used for a variety of functions including the annual Medicare bid. 11. Develop actual to budget variance reporting for administrative expenses and work with department's senior management, directors and managers on explaining budget variances and benchmark deviations. 12. Oversee the monthly internal and external broker commissions for Medicare, commercial business and the MEWA. 13. Oversee all of the TPA functions including but not limited to; generate and send TPA reports to clients, reconcile TPA payments, monitor TPA bank accounts for funding and claim checks release, process pass through activity and journalize all TPA transactions. 14. Work with the building landlord to handle all building related issues. 15. Responsible for processes and internal controls for assigned areas of responsibility are designed and operating effectively to ensure accuracy and timeliness. Analytical mindset identifies results that may be concerning and proactively works with the team to ensure accuracy. Performs all job functions with integrity and maintains a strong "tone at the top". 16. Provides timely internal and external customer service in cooperative, professional, and respectful manner. 4. Level of Physical Demands: a. Light: Exerts up to 20 pounds of force occasionally and/or up to ten pounds of force frequently, and/or a negligible amount of force continuously. Equal Opportunity Employer/Veterans/Disabled $49.78/hr - $74.68/hr The salary range on this job posting/advertising is base salary exclusive of any bonuses or differentials. Many factors, such as years of relevant experience and geographical location are considered when determining the starting rate of pay. We believe in the importance of pay equity and consider internal equity of our current team members when determining offers. Please keep in mind that the range that is listed is the full base salary range. Hiring at the maximum of the range would not be typical. Summa Health offers a competitive and comprehensive benefits program to include medical, dental, vision, life, paid time off as well as many other benefits. * Basic Life and Accidental Death & Dismemberment (AD&D) * Supplemental Life and AD&D * Dependent Life Insurance * Short-Term and Long-Term Disability * Accident Insurance, Hospital Indemnity, and Critical Illness * Retirement Savings Plan * Flexible Spending Accounts - Healthcare and Dependent Care * Employee Assistance Program (EAP) * Identity Theft Protection * Pet Insurance * Education Assistance * Daily Pay
    $49.8-74.7 hourly 12d ago
  • Financial Analyst Intern (Summer 2026)

    Total Quality Logistics, Inc. 4.0company rating

    Cincinnati, OH

    Country USA State Ohio City Cincinnati Descriptions & requirements About the role: This internship is designed for rising seniors who want to apply classroom knowledge to real-world business challenges. You'll work alongside experienced finance professionals, contribute to meaningful projects, and develop skills that set you apart in the competitive job market. What's in it for you: * Paid internship at $15/hour * Grow your professional network and develop your skillset alongside industry experts * Immersion into TQL's award-winning culture through meet & greets, team events and more * Gain valuable real-world experience at a Certified Great Place to Work with 800+ lifetime workplace award wins What you'll be doing: * Assist in preparing monthly and quarterly financial reports for leadership * Support budgeting and forecasting processes by analyzing historical trends and business drivers * Help maintain and enhance financial models that guide strategic decisions * Collaborate with cross-functional teams to gather operational and financial data * Conduct ad-hoc analysis to support business initiatives and growth strategies * Run and design Access and SQL queries with the training and support of your team What you need: * Current student graduating between May 2027 - December 2028 * Pursuing a degree in Finance, Accounting, Economics, or related field * Strong analytical and problem-solving skills * Proficiency in Microsoft Excel; experience with financial modeling is a plus * Excellent attention to detail and organizational skills * Ability to work independently and in a team environment * Strong communication skills, both written and verbal Where you'll be: 4289 Ivy Pointe Blvd, Cincinnati, OH 45245 Employment visa sponsorship is unavailable for this position. Applicants requiring employment visa sponsorship now or in the future (e.g., F-1 STEM OPT, H-1B, TN, J1 etc.) will not be considered. About Us Total Quality Logistics (TQL) is one of the largest freight brokerage firms in the nation. TQL connects customers with truckload freight that needs to be moved with quality carriers who have the capacity to move it. As a company that operates 24/7/365, TQL manages work-life balance with sales support teams that assist with accounting, and after hours calls and specific needs. At TQL, the opportunities are endless which means that there is room for career advancement and the ability to write your own paycheck. What's your worth? Our open and transparent communication from management creates a successful work environment and custom career path for our employees. TQL is an industry-leader in the logistics industry with unlimited potential. Be a part of something big. Total Quality Logistics is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, genetic information, disability or protected veteran status. If you are unable to apply online due to a disability, contact recruiting at ****************** *
    $15 hourly 4d ago
  • Pricing Analyst

    Autosales 3.9company rating

    Tallmadge, OH

    Keep Summit Racing Equipment competitive in the marketplace. Maintain company margins, stay at the front of retail pricing trends and communicate pricing issues throughout necessary departments. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned: Conduct pricing analysis for existing and new vendors to ensure Summit Racing Equipment is competitive while maintaining the highest margins that the marketplace will allow. Execute corporate pricing strategies. Adjust Retail prices on newly created products to be competitive. Maintain a database of vendor pricing policies and communicate policy issues throughout necessary departments within the company. Be aware of Summit Racing Equipment vendor pricing policies while maintaining market retail prices. Conduct competitive retail analysis, execute retail changes relating to vendor cost changes, and adapt as pricing strategy evolves. Maintain balance between sales, profit, and gross margin growth for the company. EDUCATION and/or EXPERIENCE A two-year college degree in Marketing, Advertising, or Business is preferred. Related experience, preferably in both consumer and B-to-B, with a track record of creative/forward thinking and analysis. Must be fluent in calculations of margin, gross profit and cost/sales relationship. Must be current on industry best practices. Project management experience, use of spreadsheets, i.e. Microsoft Office products. This is a hybrid position. 1st week of training is 100% on-site, then moves to a minimum of 2 days per week on-site after. The Team Member Experience: We work together to take care of our customers, our communities, and each other. When you join the team, you'll enjoy a positive, productive atmosphere where people truly believe in what they are doing. If you're passionate about providing the best experience possible to our customers and to your fellow team members, you're in the right place. If you are an individual with a disability and need assistance interacting with our career site, please contact us by calling ************** option 2 for Human Resources. Summit Racing Equipment and its entities provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
    $53k-73k yearly est. Auto-Apply 14d ago
  • Finance Account Analyst - Laboratory Operations

    Medpace 4.5company rating

    Cincinnati, OH

    Medpace is seeking experienced finance or accounting professionals to join the Account Management department. These individuals will partner with clients and Medpace Laboratory Operations to develop project financial budgets and new business proposals. Finance Account Analysts will work directly with clients to partner in strategic budget development to meet both their needs and those of Medpace. If you are ready to make a difference, you must be able to accomplish these tasks: Responsibilities * Development of fee estimates for requests for proposals (RFPs), budget revisions, and contract amendments for Medpace Laboratories; * Provides financial input for response to requests for information (RFIs), and ensures coordination of all information with other relevant Medpace personnel as required; * Understand existing customer or potential customer's business, pipeline, and opportunities in order to approach customer with confidence and knowledge; * Responsible for assuring that bid meets customer's expectations and specific requirements; * Have thorough knowledge of Medpace bid process; * Review proposal text assumptions to ensure the fee estimate and proposal text assumptions are consistent; * Communicates with Medpace customers regarding ongoing projects to ensure customer's expectations are being met; * Maintain and track ongoing performance of project against budget and notify internal and external clients when potential issues or changes are noted; * Review invoices and other financial reports prior to Sponsors receipt; * Build relationships within customer's organization in order to generate new business opportunities and to develop partnership atmosphere; * Generate and initiate processing of new contracts and monitor/report on changes in scope, milestone invoicing and/or contract modification to all ongoing contracts in coordination with other employees; * Maintain and modify company bid preparation template and boilerplate text to meet changing client needs or specific requirements; * May be responsible for other projects and responsibilities as assigned. Qualifications * Bachelor's Degree in Life Sciences or Finance/Accounting/Business; * 0-3 years of laboratory experience or in the conduct of clinical research and/or contract management/pricing; * Basic knowledge of medical terminology and a working knowledge of drug development services desired; * Excellent analytical, written and oral communication skills; and * Excellent computer skills, especially a strong knowledge of Microsoft Excel. Medpace Overview Medpace is a full-service clinical contract research organization (CRO). We provide Phase I-IV clinical development services to the biotechnology, pharmaceutical and medical device industries. Our mission is to accelerate the global development of safe and effective medical therapeutics through its scientific and disciplined approach. We leverage local regulatory and therapeutic expertise across all major areas including oncology, cardiology, metabolic disease, endocrinology, central nervous system, anti-viral and anti-infective. Headquartered in Cincinnati, Ohio, employing more than 5,000 people across 40+ countries. Why Medpace? People. Purpose. Passion. Make a Difference Tomorrow. Join Us Today. The work we've done over the past 30+ years has positively impacted the lives of countless patients and families who face hundreds of diseases across all key therapeutic areas. The work we do today will improve the lives of people living with illness and disease in the future. Cincinnati Perks * Cincinnati Campus Overview * Flexible work environment * Competitive PTO packages, starting at 20+ days * Competitive compensation and benefits package * Company-sponsored employee appreciation events * Employee health and wellness initiatives * Community involvement with local nonprofit organizations * Discounts on local sports games, fitness gyms and attractions * Modern, ecofriendly campus with an on-site fitness center * Structured career paths with opportunities for professional growth * Discounted tuition for UC online programs Awards * Named a Top Workplace in 2024 by The Cincinnati Enquirer * Recognized by Forbes as one of America's Most Successful Midsize Companies in 2021, 2022, 2023 and 2024 * Continually recognized with CRO Leadership Awards from Life Science Leader magazine based on expertise, quality, capabilities, reliability, and compatibility What to Expect Next A Medpace team member will review your qualifications and, if interested, you will be contacted with details for next steps.
    $52k-67k yearly est. Auto-Apply 10d ago
  • Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Dayton, OH

    Bank of America 4.7company rating

    Miamisburg, OH

    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. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. We'll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to Unlimited potential for financial growth. A strong referral base from across the business through our relationship with one in every two households. Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. Robust marketing support to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that Believes in responsible growth and has a proven dedication to supporting the communities we serve. Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world. Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required Qualifications: Displays confidence working in a sales role Builds strong client relationships through effective communication and collaboration Displays a proactive mindset and effective time management Demonstrates a results-driven mindset and prioritizes client interests Identifies appropriate client solutions through application of learnings and new information Applies relevant regulatory due diligence in daily activities and creating long-term client strategies Desired Qualifications: Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Learns and adapts to new technology or applications Executes multiple tasks simultaneously This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Shift: 1st shift (United States of America) Hours Per Week: 40
    $46k-77k yearly est. Auto-Apply 33d ago

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