Finance associate jobs in Lakewood, OH

Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience 1 year cash handling experience Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $24.50 - $31.78/per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

Job Description A full-service corporate law firm seeks high-qualified associates to join their Cleveland office. Ideal candidates will have 1-3 years of corporate, capital markets, and finance transactional and counseling experience to join our Cleveland office. The ideal candidate will have experience in a wide variety of transactions, including one or more of the following areas: mergers and acquisitions and private equity transactions, representing borrowers and lenders in commercial financings or counselling clients with respect to securities reporting requirements, corporate governance matters and public and private offerings. Qualified candidates must possess excellent academic credentials and strong writing/drafting skills.

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.

Job Description We are seeking a Financial Manager! Ohio Working in collaboration with the Grant & Development Business Administrator, the Financial Manager is responsible for financial support for the Development team and strategic project financial analysis/implementations. The Financial Manager is responsible for reviewing and/or preparing/coordinating Development financial reports and reconciliations, as well as providing detailed analysis of new business ventures. The Financial Manager will serve as the back-up for the Grant & Development Business Administrator in their absence. The Financial Manager does not directly supervise positions. However, they will collaborate with accounting/finance team members ranging from entry-level to mid-level management. The salary range for this position is $75,505.20 to $90,724.00 based on relevant experience. Essential Functions: · Draft policies/procedures as applicable for financial grant compliance · Prepare and/or review development/housing monthly entries/reports, ensuring timely completion (including work with external management companies). · Assist budget analysts as needed with departmental/grant variance analysis and reporting. · Assist the Grant & Development Business Administrator with grant external auditing requirements. · Assist the Grant & Development Business Administrator and Managing Directors of Housing with the evaluation of external management companies. · Maintain Real Estate tracking schedule for all financial components. · Organize and maintain all financial documents within the ISBH chosen system and ensure compliance with record retention regulations. · Collaborate with and assist the CFO on strategic project analysis and implementations. · Collaborate with the Accounting Manager and serve as primary backup in their absence. · Performs other duties as assigned. Minimum Requirements: · Bachelor's degree in business administration, accounting, or related field. · Master's of Business Administration designation preferred. · Minimum of 5 years of related experience in grant financial reporting required. · Understanding of OHFA and the Ohio Capital Corporation for Housing preferred. · Demonstrated a high degree of cultural awareness. · Ability to use appropriate databases, spreadsheets, and other software. · Must be able to operate in an Internet-based, automated office environment. Enjoy a great work environment with an excellent salary, generous paid time off, and a strong benefits package. Benefits include: Medical Dental Vision Short-term Disability Long-term Disability 401K w/ Employer Match Employee Assistance Program (EAP) provides support and resources to help you and your family with a range of issues. To learn more about our organization: ***************** OUR MISSION Delivering exceptional care through connection OUR VALUES Dignity - We meet people where they are on their journey with respect and hope Collaboration - We listen to understand and ask how we can best support the people and communities we serve Wellbeing - We celebrate one another's strengths, and we support one another in being well Excellence - We demand high-quality care for those we serve, and we are a leader in how we care for one another as a team Innovation - We deeply value a range of perspectives and experiences, knowing it is what inspires us to stretch past where we are and reach towards what we know is possible We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Your Role as the Manager, Finance Technology Provide strategic guidance and direction across the Finance department, leveraging expertise in data analytics, data science, robotic process automation (RPA), and artificial intelligence (AI). Lead the evaluation and implementation of process improvements, ensuring alignment with the organization's vision and maximizing value through advanced technology solutions. By partnering with finance leadership and cross-functional teams, you will guide transformation initiatives, supports key projects, and foster a culture of continuous improvement. Emphasize development of technical skillsets within the team and maintaining strong governance and compliance standards to support both current and future business needs. Location: Orrville, OH Work Arrangements: hybrid, 40% in office expectation In this role you will: * Strategic Technology Leadership & Guidance * Cultivate a culture of innovation, empower teams to expand their technical expertise, and provide ongoing guidance and training on emerging technologies Understand and synthesize existing JMS processes and use cases * Manage the prioritization of opportunities, ensuring alignment with the overall Finance vision and strategy as well as the return on investment * Set the strategic direction for the Finance department, ensuring all initiatives align with the broader organizational vision and deliver measurable value * Project Oversight & Governance * Provide the necessary support for key projects and initiatives * Support system cloud implementations from a data and reporting perspective * Ensure compliance needs are met around data and reporting * Team Development & People Leadership * Build and develop direct report(s)/team(s) that deliver results in support of the Company strategy through essential day-to-day management strategies * Support indirect teams - including other data analysts through the Finance function * Continuous Improvement & Innovation * Committed to driving continuous improvement in processes, systems, and ways of working, encouraging openness to new development and growth opportunities * Set the tone for a culture of ongoing learning and adaptability, ensuring the Finance function remains agile and forward-thinking The Right Place for You We are bold, kind, strive to do the right thing, we play to win, and we believe in a strong community that thrives together. Our culture is rooted in our Basic Beliefs, and we believe in supporting every employee by meeting their physical, emotional, and financial needs. What we are looking for: Minimum Requirements: * Bachelor's Degree in computer information systems, information technology, or related field * 6+ years of experience in data & analytics, process automation, data science, and any other relevant technology field * Understanding of relational databases and a knowledge of programming. Familiarity with certain languages (SQL, R, Python) * Ability to manage and develop a team with varying levels of experience and exposure to business processes * Experience in process improvement initiatives * Strong business, financial, and technical acumen with attention to detail and creative problem-solving skills * Ability to work with large data sets and a high comfort level in manipulating and analyzing complex, high-volume, high dimensionality data from varying sources and levels of quality * Excellent written and verbal communication skills - able to communicate across functional areas and effectively communicate technical topics * Strong understanding of concepts relating to data quality, data profiling, and enterprise data governance * Continuous learning mindset necessary to advance the department as the company adopts new technologies for modelling, forecasting, machine learning, automation, etc. Additional skills and experience that we think would make someone successful in this role: * Experience with Spotfire, Tableau, and Databricks * Experience with Copilot or other AI tools * Familiarity with Blue Prism or other RPA tools Learn more about working at Smucker: * Helping our Employees Thrive * Delivering on Our Purpose * Our Continued Commitment to Ensuring a Workplace for All Follow us on LinkedIn #LI-Hyrbid #LI-KK1

Serpentini Auto Group is seeking an experienced and skilled Finance Manager to join our team. The ideal candidate will have a proven track record of success in finance and automotive industry. The Finance Manager will be responsible for ensuring the profitability of the dealership by managing all financial aspects of the sales process. Responsibilities: Manage and oversee the financial aspects of the dealership's sales process Oversee and manage the daily operations of the finance department Develop and maintain relationships with lenders and financial institutions Assist customers with financing and leasing options Provide outstanding customer service and maintain high customer satisfaction levels Ensure compliance with all local, state, and federal regulations related to automotive financing Qualifications: Bachelor's degree in Finance, Accounting, Business Administration or related field Minimum of 1 years of experience in automotive finance management Strong communication and interpersonal skills Ability to work independently and in a team environment Knowledge of automotive financing products, regulations and laws Ability to work in a fast-paced environment and manage multiple priorities Proficient in Microsoft Office Suite We offer competitive compensation, benefits package, and a positive work environment with opportunity for advancement. If you meet the qualifications and are interested in this exciting opportunity, please submit your resume and cover letter for consideration. We are an equal opportunity employer and welcome all qualified candidates to apply.

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.

Job Description The Organization For over 55 years, Urban Community School (UCS) has served Cleveland's children by providing an individualized, innovative, and challenging education. Rooted in the Ursuline Sisters' tradition of faith, character, and educational excellence, UCS engages our faculty, families, and community partners in the successful whole child development of students. Serving nearly 800 children from 6 weeks old through 8th grade, the school uses restorative practices and conscious discipline to foster growth and community. Accredited by the Independent School Association of the Central States (ISACS), UCS enrolls a student body in which seventy-six percent of families are economically disadvantaged. Our growing 15-acre campus in the Ohio City neighborhood is home to a vibrant mix of facilities and partners. The Roundstone Athletic Center features the Glick Family Fieldhouse and the Greater Cleveland Sports Hall of Fame and Museum. The campus also hosts The MetroHealth System, House of Champions, Urban Squash Cleveland, USA Lacrosse, Re:Source Cleveland, and Facing History and Ourselves. Outdoor spaces include Doyle Field, a new Little League field, along with a sports mini-pitch, basketball court, lacrosse field, three playgrounds, and learning garden. UCS is a recipient of the 2022 Top Workplace Award from The Plain Dealer, which is based solely on employee feedback. UCS has also been recognized as one of Cleveland's City Champions by The Plain Dealer, a National Green Ribbon School for Environmental Practices and Learning Model, and a School of Excellence by the Cleveland Foundation and The George Gund Foundation. The Position The Finance Manager is responsible for managing the daily operations of the finance department, ensuring the accuracy and timeliness of all accounting and reporting activities. This role oversees the Finance Team and supports the Chief Financial Officer in maintaining sound financial systems, controls, and processes that advance UCS's mission. The Finance Manager plays a key role in managing reconciliations, reporting, loan and tax filings, and audit preparation, while ensuring compliance with internal policies and external regulations. Responsibilities Accounting Operations Manage day-to-day accounting operations including general ledger maintenance, reconciliations, and monthly close. Prepare or review journal entries, account analyses, and variance reports. Ensure accuracy and completeness of financial data within QuickBooks and other systems. Support the preparation of monthly financial statements and internal management reports. Serves as liaison to third-party benefit administrators Maintain the chart of accounts and document retention systems. Reconciles all bank accounts monthly. Accounts Receivable Cash and Treasury Management Oversees and processes all accounts receivable invoicing and collections. Receives all checks delivered to the School by mail or in person and deposits them remotely. Monitors cash balances and initiates transfers as needed;assisting CFO with cash forecasting. Grants and Gift Management - Support monthly reconciliation of grants, gifts and endowment funds. Monitor spending and track use of stewarded and restricted funds Oversight and Leadership Direct and supervise daily accounting services including payroll, accounts payable/receivable, and accounting staff, ensuring consistent quality, accuracy, and adherence to deadlines. Foster a collaborative, service-oriented finance team that supports staff across the organization. Provide training, feedback, and cross-coverage to ensure continuity of operations. Compliance, Reporting, and Audit Lead preparation for annual audit and 401(k) audit. Prepare and submit required reporting for loans, grants, and tax filings. Maintain compliance with internal controls, GAAP standards, and nonprofit reporting requirements. Develop, recommend, and implement policies, procedures, and internal controls to strengthen financial management and reporting. Knowledge of accrual accounting and fund accounting is integral to success in this role. Government Support and Food Programs Prepares, and files financial reports for all public funded programs. Including but not limited to Administrative Cost Reimbursement, Early Childhood Education Grant, Universal Pre-Kindergarten grant, Head Start and other government reports as needed. Manages financial application and reporting process for food programs, including NSLP and CACFP. Manages budgets and financial compliance for these programs. Manage Federal Title Funding applications and budget tracking Budgeting and Financial Support Support CFO in development of annual budgets, forecasts, and financial analysis. Provide timely and accurate information to department leaders for decision-making. Assist with preparation of monthly financial statements and other grant and restricted fund reporting. Systems and Process Improvement Identify opportunities to improve efficiency, accuracy, and documentation of financial processes. Maintain organized, up-to-date files and digital records for all accounting and payroll documentation. Serve as point of contact for key systems and vendors (QuickBooks, Paycor, Excel, Raiser's Edge). Competencies Commitment to Mission: Demonstrates a strong passion for and alignment with the mission of UCS, actively incorporating the organization's values into daily work and decision-making. Management & Team Development: Builds a reliable, high-performing team by developing others and managing work with clarity and care. Detail Orientation & Accuracy: Ensures accuracy at the system level; reviews others' work for completeness. Ownership & Initiative: Anticipates team needs; creates tools and processes that make the team more efficient. Collaboration & Teamwork: Coaches and supports team members; ensures collaboration between Finance, HR, and Development. Technical/Finance Skills: Deep accounting knowledge; translates data into insights for management. Education and Experience Bachelor's degree in accounting, finance, or related field required CPA preferred. Minimum 5 years of progressive accounting experience, including supervisory responsibility. Experience in a nonprofit or school setting preferred. Strong working knowledge of accounting software (QuickBooks preferred) and Microsoft Excel. Demonstrated ability to manage multiple priorities, meet deadlines, and work collaboratively. Physical Requirements and Work Environment Prolonged periods of sitting at a desk and working on a computer. Must be able to walk significant distances and climb stairs throughout the day as the campus is situated on several acres with 2 buildings, ranging from single story to two stories, along with 5 campus partner facilities. FBI/BCI background check required. Compensation and Benefits Salary commensurate with experience ($80,000 - $85,000 per year) 401(k) with a generous employer contribution and match Medical, dental and vision insurance Employer paid life insurance and AD&D Short and long term disability coverage 12 weeks of paid parental leave Tuition discount for students who attend UCS Educational assistance program (up to $2,000 per year) Casual work attire (denim and UCS spirit wear are welcomed) On-site fitness center for faculty and staff Financial and retirement advising at no cost to employees Opportunities for discounts on home, rental and auto-insurance Additional Information Status: Full Time, Exempt Reports to (direct): Chief Financial Officer Hours & Schedule: 40 hours/week; scheduled year-round Urban Community School is an Equal Opportunity Employer. Urban Community School provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty or status as a covered veteran in accordance with applicable federal, state, and local laws. Urban Community School complies with applicable state and local laws governing nondiscrimination in employment.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you. We are seeking Field interns in various locations around the country. This internship will provide the opportunity to shadow seasoned financial advisors, participate in a robust training program with other interns, and support Thrivent's involvement through community events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis, exposure to industry-specific programs, critical-thinking exercises, career-development best practices, marketing tactics and real-world training. Participate in a robust orientation and training program. Shadow financial advisors during client meetings, workshops, community events and daily work. Learn to prepare financial plans and analyses. Gain exposure to MoneyGuidePro, Morningstar and other financial planning software platforms. Participate in team meetings that include weekly activity updates, new trends and concepts. Observe regional seminars and workshops. Attend virtual seminars with corporate employees to better understand the industry and the profession. Work with the Engagement Team to develop a strategy to integrate Thrivent's generosity programs. Collaborate with other interns to research and present a project, based on best practices in building a financial services business. Position Qualifications: College junior or senior working toward a degree in business, finance, marketing or related field. Strong technical computer aptitude and knowledge of business tools (MS Outlook, Word, Excel, PPT). Strong analytical and problem-solving skills; oral and written communication skills. Course Credit: Thrivent internships are available for course credit, but must be coordinated with your school administration. Pay Transparency 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.

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.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

ATLAS CPAs & Advisors and ATLAS Certified Payroll, located in the Akron/N. Canton, Ohio area, are part of the ATLAS family - Advisors That Listen And Serve. Recognized as a Top 50 National Client Advisory Firm for 2025, we help individuals and businesses achieve financial clarity and long-term success through accounting, payroll, tax, and advisory services. We believe in creating value for our clients, our people, and our communities through relationships built on trust, collaboration, and integrity. OVERVIEW The Financial Sales Representative plays a key role in driving new business and expanding client relationships across ATLAS' service lines. This position focuses on developing qualified leads, nurturing relationships, and promoting our full range of financial and advisory solutions - including accounting, payroll, bookkeeping, investment advisory, insurance, and other client advisory services. The ideal candidate is relationship-driven, business-minded, and passionate about helping clients succeed. They will represent ATLAS with professionalism and purpose, connecting entrepreneurs and business owners to the resources that help them reach their goals. KEY RESPONSIBILITIES Identify and develop new business opportunities through referrals, networking, and proactive outreach. Build and maintain a qualified sales pipeline across target markets, including small businesses, independent contractors, startups, and established organizations. Conduct discovery meetings to understand client needs and recommend appropriate ATLAS service solutions. Communicate the firm's offerings clearly and effectively, including accounting, payroll, tax, and advisory services. Collaborate with accounting and payroll teams to ensure seamless client onboarding, including document coordination through PandaDoc. Manage and track all sales activity within HubSpot CRM, maintaining accurate records and providing updates to leadership. Represent ATLAS at community events, business expos, and networking groups to build brand presence and strengthen client connections. Partner with marketing on outreach campaigns, events, and educational workshops to attract and engage prospective clients. KNOWLEDGE, SKILLS, AND ABILITIES Proven experience in B2B sales, business development, or client acquisition - ideally within professional or financial services. Excellent communication, presentation, and relationship-building skills. General understanding of accounting, payroll, or bookkeeping concepts. Strong organizational and time management abilities with attention to detail. Self-motivated, results-oriented, and comfortable working both independently and collaboratively. Proficiency with Microsoft Office Suite and familiarity with professional networking platforms such as LinkedIn. Experience with CRM tools (preferably HubSpot) and digital document systems such as PandaDoc. Experience selling financial, payroll, or business advisory services. Familiarity with software such as QuickBooks, SwipeClock, or other accounting/payroll platforms. Knowledge of the Akron/Cleveland small business community. EDUCATION AND EXPERIENCE AA or Bachelor's Degree preferred 2-4 years of professional experience in a similar role is preferred. BENEFITS Medical, Dental, and Vision GAP Benefits Supplemental Benefits Life and AD&D Insurance Short- & Long-Term Disability Plans 401k with Company Matching Bonus Structure Flexible PTO with sick time Incentive Program Development Program Company Wellness Program APPLICATION DEADLINE We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified. WORKING CONDITIONS Must be able to operate a variety of machines and equipment, including computer, office equipment, telephone, etc. Tasks may require extended periods of time at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation. EQUAL OPPORTUNITY STATEMENT ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know. #LI-Onsite Texting Privacy Policy and Information: Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Message frequency will vary depending on the application process. Msg & data rates may apply. OPT out at any time by texting "Stop".

We are currently seeking an intern to join our Applied Industrial Technologies (AIT) Accounting/Finance Department as part of a year-long rotational program. The person will rotate between six different departments within Accounting-Finance (approximately two months in each department). This will allow the individual to experience a variety of aspects of Accounting and Finance and better understand how each department helps support and drive the business. The internship program is flexible and hours can be established to accommodate the student's class schedule. The expectation is that the intern will be full-time (40 hrs/week) in the summer and part-time during the winter/spring (being able to work 16-24 hrs/week). This position could involve limited travel during the summer (domestic only). JOB DUTIES (Listed by Department) Internal Audit - Test key SOX controls at AIT Corporate and specific Subsidiaries in order to properly assess the design and operating effectiveness of the control. This will also include operational controls and controls related to configuration (mainly SAP) that drive system functionality and business processes. Perform audit procedures, including identifying issues, reviewing and analyzing evidence, conducting interviews, and documenting the results of the procedures performed & conclusions reached. Will also compile audit findings and recommendations for modifications and improvements to processes and systems. Communicate corrective actions when necessary. General Accounting - Participate in monthly close process. Utilize Cloud-based solution (Blackline) for processing journal entries including preparing supporting documentation. Preparing account reconciliations and supporting documentation. Research cost center general ledger posting inquires. Interact with various corporate and field associates to provide explanations of GL activity. Treasury - Participate in various assignments to gain exposure in corporate treasury operations and procedures. Tasks include supporting the daily payment processing, reconciling cash activities and bank accounts, cash forecasting, debt and liquidity analysis, and treasury peer benchmarking. The candidate will also provide support around various investor relations functions including investor due diligence requests and shareholder analysis projects. Financial Planning & Analysis (FP&A) - Support Applied's FP&A function through the construction and maintenance of financial models, report production, forecast tools, KPI's and other predictive models. Assist in the coordination and documentation of all monthly, quarterly and annual maintenance processes and upgrades to the Financial Planning/Forecast system. Tax - Work with experienced tax team to provide assistance in a variety of tax areas such as domestic, state/local, sales/use, and international tax. This will include gaining experience with various tax calculations, supporting ongoing audits, and performing tax research. The ideal person for this role is comfortable multi-tasking and open minded to being exposed to many different tax areas. Shared Services - Assist in executing a plan to optimize our lockbox matching process by analyzing data in SAP and HighRadius. Contact customers and coordinate mutual actions that will improve the automatic application of their payments. Accounts Payable - Assist AP team with verifying both resale (US and Canada) and Non-resale invoices for processing correctly into SAP, enter tax and non-resale vouchers, work on invoice exceptions that have failed to automatically post to PO in an effort to post the invoice correctly for payment, assist with addressing GRIR instances where invoices have not been received. Interns will work with OCR and EDI software as well as learn the guidelines surrounding AP and the MDM process of adding or adjusting vendor master data. Overall - Communicate effectively with business unit management, senior management and other company personnel about audit progress and developments. Work closely with other departments or divisions on matters of mutual concern and responsibilities. POSITION REQUIREMENTS Pursuing a Bachelor's degree in business with an Accounting or Finance major and/or a Master's degree (Accounting or Business Administration). Completed at least through Junior Year of undergraduate studies (including introductory Accounting courses) Basic concept understanding of Accounting, Finance and Sarbanes-Oxley (SOX). General knowledge of management information systems terminology, concepts, and practices DESIRED CHARACTERISTICS Experience with SAP (auditing or functional) Ability to work independently, but know when to escalate issues to supervisors. Professional sense of independence, integrity and objectivity. Highly motivated, self-directed individual. Skill in conducting (self) quality control reviews of audit work products. Skill in collecting and analyzing data, evaluating information and systems, and drawing logical conclusions (while applying professional skepticism). Ability to maintain composure under pressure while effectively managing multiple projects and meeting multiple deadlines. Skill in negotiating issues and resolving problems. Proficient computer skills, including word processing, spreadsheet, systems documentation, audit packages, and other business software to prepare workpapers, reports, memos, summaries, and analyses. Exemplify effective verbal and written communications, including active listening skills and skill in presenting findings and recommendations for improvement. Ability to establish and maintain harmonious working relationships with co-workers, staff, and external contacts, and to work effectively in a professional team environment. SKILLS/EXPERIENCE GAINED Key accounting, financial, auditing and documentation skills Enhanced data analysis capabilities Enhanced business communication (both written and verbal) and team building skills Experience in a professional business setting, including opportunities to interact with various levels of management Experience with SAP (journal entries, transaction processing, auditing, executing queries, running reports and configuration testing) Experience with Blackline systems (account reconciliations, journal entries, tasks). Founded in 1923, Applied Industrial Technologies (NYSE: AIT) is a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. Our leading brands, specialized services, and comprehensive knowledge serve MRO and OEM end users in virtually all industrial markets through our multi-channel capabilities that provide choice, convenience, and expertise. Applied Industrial Technologies is built on a philosophy that puts people first. We are an equal opportunity employer, and we are committed to a workforce in which we enforce fair treatment and provide growth opportunities for everyone. All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.

Great opportunity to join a company that values our employees and the patients we serve! Centers for Dialysis Care is seeking an experienced Patient Financial Services Representative to work out of our Corporate Office located in Shaker Heights, OH. This position is onsite. Why Choose CDC? We offer a complete benefits package to include medical, dental, vision, 401K, Short/Long Term Disability options, along with company paid life insurance 210 Hours of PTO Tuition Reimbursement Program Employee Perks Program Career Development Opportunities Starting Salary is between $18.00 - $24.00 per hour (DOQ) Position Overview: The purpose of this position is to bill and collect insurance accounts receivable for multi-payer sources. Job Description: Prepares and sends claims monthly to payers for dialysis services rendered at our CDC clinics via an electronic billing system. Analyzes Accounts Receivable to ensure timely payment is received for claims billed. This includes root cause analysis, contact with payers (via phone or paper/electronic status inquires), ensuring patient responsibility is properly and timely identified. Follows and reports status of delinquent patient accounts to the Director of Patient Accounts and Chief Financial Officer Works on various revenue collection projects/duties as assigned Qualifications: High school diploma required, some college accounting courses or other field related continuing education Knowledge of electronic billing systems preferably Quadex is required. At least 3 years' experience in a Healthcare Accounts Receivable setting is essential Excellent customer service, interpersonal and communication skills required Knowledge of medical billing/collection practices Knowledge of business office procedures Knowledge of basic medical coding and third-party operating procedures and practices Ability to establish and maintain effective working relationships with patients, employees and the public Centers for Dialysis Care is proud to be an Equal Opportunity Employer. Powered by JazzHR Q1bBFgJaDj

ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers . If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post. Eaton's ES AMER HQ division is currently seeking a Commercial Finance Analyst. The position can be based at our facility in Beachwood, Ohio, Moon TWP, PA, Waukesha, WI or Charlotte, NC. The position is eligible for a hybrid work setup. The expected annual salary range for this role is $83000 - $122000 a year. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. What you'll do: Eaton's finance organization is enhancing its capabilities through advanced processes, technologies, and talent development. Commercial Finance Professionals at Eaton collaborate with Sales & Marketing and Engineering R&D to drive profitable growth by leading revenue planning and product optimization. They focus on budgeting, forecasting, financial planning, assessing financial performance, identifying trends, and providing insights to optimize profitability and ensure compliance with financial regulations. This role involves close collaboration with sales and marketing teams to develop and execute revenue strategies. Essential Functions: • Initiate and oversee profitability management projects, analyzing various revenue streams to identify optimization opportunities. • Utilize data to influence cross-functional teams and build consensus. • Collaborate with Operations and Marketing teams leading finance input into SIOP process • Supervise the contract structuring process, ensuring terms are financially beneficial and align with company objectives. • Lead product optimization initiatives through rigorous financial analysis and market research to identify growth and improvement areas. • Perform comprehensive sales and incentives analysis to evaluate the performance and effectiveness of incentive programs. • Provide strategic advice on pricing strategies based on market trends, cost structures, and the competitive landscape. • Direct data review and analysis activities, ensuring the accuracy and integrity of financial information. • Manage the collection and dissemination of key financial data to relevant stakeholders. • Examine deals and contracts to assess their financial implications and offer recommendations for optimal outcomes. Qualifications: Basic Qualifications: Bachelor's degree from an accredited institution. Minimum 2 years in finance roles Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc. No relocation benefit is being offered for this position. Only candidates within a 50-mile radius of the work location will be considered. Active-Duty Military Service member candidates are exempt from the geographical area limitation Preferred Qualifications: Experienced in interpreting and presenting complex data for actionable insights Experience leading and developing global teams in a matrixed organization Bachelor's degree in Finance, Accounting from an accredited institution Experience with financial modeling Position Criteria: Proven success collaborating with sales and marketing teams to boost revenue and profitability Ability to explain financial concepts to non-finance stakeholders Proficient with financial analysis tools and systems Detail-oriented with high accuracy in financial reporting and analysis

Type of Requisition: Regular Clearance Level Must Currently Possess: None Clearance Level Must Be Able to Obtain: None Public Trust/Other Required: None Job Family: Finance Job Qualifications: Skills: Finance, Finance Analytics, Financial Analysis, Financial Management Certifications: None Experience: 8 + years of related experience US Citizenship Required: No Job Description: Support mission-critical initiatives and enable the growth of our business as a Financial Analyst Principal at GDIT. Working on the Finance team, you'll become an integral part of how GDIT is able to ensure the safety and security of our nation. At GDIT, people are our differentiator. As a Financial Analyst Principal, you will help ensure today is safe and tomorrow is smarter. Our work depends on a Financial Analyst Principal joining our team to perform specialized financial, accounting and planning activities following general project or departmental guidelines and procedures. This Financial Analyst Principal will fill the CFO role for Defense programs. MEANINGFUL WORK AND PERSONAL IMPACT Responsible for advanced tasks in various financial functions such as budgeting, forecasting, reporting and analysis on a portfolio of programs of varying contract types. Lead the creation of monthly and quarterly financial status reports as required by the operations team. Prepare and communicate monthly forecast, risk assessment and variance analysis to senior management. Prepare financial updates, EACs and other corporate reporting requirements monthly close and forecasting process. Analyze both the monthly forecast and current quarter and future projections. Act as the focal point for communication of financials between PM and finance leadership. Develop long-range financial models in collaboration with the management team. Identify risk and follow through to resolution. Ensures compliance with internal policies and procedures, as well as other government regulations. Maintains current knowledge of relevant laws, regulations, policies, and procedures. Provide financial leadership to the business, helping drive profitable growth, identify opportunities for improvement and risk mitigation. Manage revenue and cost adjustment submissions, ensuring accuracy and review of proper back-up information. May serve as a team or task leader. (Not a people manager) WHAT YOU'LL NEED TO SUCCEED: Bachelor's Degree and 8 + years of related experience in a Government Contracting environment; OR in lieu of degree 12 years of related experience is required Strong experience in Budgeting, Forecasting, Modeling, and EAC development Experience with Microsoft Office, with strong Excel skills Experience with ERP tools Experience with various government contract types. Strong communication skills and ability to collaborate across departments and levels of an organization. Strong organization skills and focus on accuracy and consistency. Strong time management skills and the ability to balance multiple priorities and clients. Strong analytical, modeling and problem-solving skills. Knowledge of billing and revenue cycle. Ability to prepare / review pricing with recommendations for Management US Person Location: Hybrid - requires onsite 3 days a week (Tues - Thurs) in Falls Church, VA office location. What is strongly preferred, but no required: Oracle, Concur, IFS and Hyperion Experience (or similar size financial systems) GDIT IS YOUR PLACE At GDIT, the mission is our purpose, and our people are at the center of everything we do. ● Growth: AI-powered career tool that identifies career steps and learning opportunities ● Support: An internal mobility team focused on helping you achieve your career goals ● Rewards: Comprehensive benefits and wellness packages, 401K with company match, and competitive pay and paid time off ● Flexibility: Full-flex work week to own your priorities at work and at home ● Community: Award-winning culture of innovation and a military-friendly workplace OWN YOUR OPPORTUNITY Explore a career at GDIT and you'll find endless opportunities to grow alongside colleagues who share your sense of ownership and pride in the meaningful work we do. The likely salary range for this position is $96,135 - $130,065. This is not, however, a guarantee of compensation or salary. Rather, salary will be set based on experience, geographic location and possibly contractual requirements and could fall outside of this range. Scheduled Weekly Hours: 40 Travel Required: Less than 10% Telecommuting Options: Hybrid Work Location: USA VA Falls Church Additional Work Locations: Total Rewards at GDIT: Our benefits package for all US-based employees includes a variety of medical plan options, some with Health Savings Accounts, dental plan options, a vision plan, and a 401(k) plan offering the ability to contribute both pre and post-tax dollars up to the IRS annual limits and receive a company match. To encourage work/life balance, GDIT offers employees full flex work weeks where possible and a variety of paid time off plans, including vacation, sick and personal time, holidays, paid parental, military, bereavement and jury duty leave. To ensure our employees are able to protect their income, other offerings such as short and long-term disability benefits, life, accidental death and dismemberment, personal accident, critical illness and business travel and accident insurance are provided or available. We regularly review our Total Rewards package to ensure our offerings are competitive and reflect what our employees have told us they value most.We are GDIT. A global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. Our 30,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. We operate across 50 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development. Together with our clients, we strive to create a safer, smarter world by harnessing the power of deep expertise and advanced technology.Join our Talent Community to stay up to date on our career opportunities and events at gdit.com/tc. Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans

REQUIREMENTS FORMAL EDUCATION: Required: Bachelor's Degree in Accounting, Finance or related field KNOWLEDGE & EXPERIENCE: Required: At least one year of accounting experience. Preferred: At least one year of Sherwin-Williams experience. Prior experience in Fixed Assets Relevant account reconciliation experience. TECHNICAL/SKILL REQUIREMENTS: Required: Prioritizing asset additions, transfer, and retirements while ensuring that monthly projects such as researching proceeds balances and leasehold improvements are done in a timely manner. Clear and concise communication skills to effectively communicate with field and corporate personnel related to Fixed Assets, both verbal and written form Customer service orientation Analytical Skills General accounting knowledge MS Office with proficiency in Excel. Ability to prioritize tasks with respect to deadlines. Preferred: Oracle experience (ideally, FA, but any Oracle experience is helpful) Travel: 10% This position supports the Supervisor in performance of internal controls related to the processes and procedures within Fixed Assets. This position supports the accurate and timely processing of Fixed Asset transactions within the Oracle Fixed Asset system. This position is focused on analysis and performance of complex fixed asset accounting on our capital asset projects for Global Supply Chain and other divisions. This position is also responsible for assisting with continuous improvement projects. This position will be in contact with all financial areas of the company, all levels of management, internal and external auditors, tax, and I.T. professionals, within all organizational units and will be entrusted with complex high dollar and high-volume Fixed Assets activities. Because this role involves access to confidential financial information, the Company has determined that a review of criminal history is necessary to protect the business and its operations and reputation and to provide similar protections for its clients and potential investments. CORE RESPONSIBILITIES AND TASKS Complete asset additions, transfers and retirements within the asset module including proper asset classification. Reconcile fixed asset clearing accounts and resolve outstanding items. Answer questions from Division Engineering and Installations departments, field, and internal auditors regarding fixed assets. Research sales of assets and insurance gains to ensure proper accounting for sold or destroyed assets and proper application of proceeds. Assist with continuous improvement by developing, performing and/or assisting with transactional lean initiatives with the goal of creating synergies, lowering costs and improving processes. Support activity related to future acquisitions/integrations. Analyze monthly depreciation variances along with ad hoc reporting requests.

MarshBerry is growing! 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. We are seeking a Financial Analyst to join our team. The Financial Analyst is responsible for analyzing client business and financial documents and preparing financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry's Financial Advisory Team. Responsibilities: • Collaborates as a key 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. • Responsible for researching, compiling and analyzing various metrics these may include statistics needed for valuation reports, and/or research needed for articles and presentations. • Completes projects in desired timeframe prioritizing work following guidelines and metrics provided to complete multiple projects simultaneously. • Develops client relationships by maintaining positive rapport with clients during projects. • Supports client business performance improvement initiatives by providing analysis and recommendations for improved business and financial performance, in keeping with “proven practices” industry standards. • Support new business generation through reactive methods to introduce our products and services. • 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: • Bachelor's Degree in Business, Finance or Accounting. Master's Degree is a plus. • Minimum of 1-3 years of experience in investment banking, transaction advisory, corporate development, assurance services, financial consulting, or financial services. • Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar database. Other: • Strong analytical and problem solving skills; techniques to identify and resolve issues in a timely manner. • Strong communication skills; both written and verbal with demonstrated creativity with regard to work. • Exceptional organization skills; using systematic methods to perform work and creativity to recommend or create new work methods or procedures. • Ability to multi-task; able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines. • Ability to work extended hours as needed. Some travel will be required. Base salary target for CA: $75,000 - $90,000 Base salary target for NY: $85,000 - $100,000 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.