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  • Relationship Banker - North Main and Forest Park

    Bank of America 4.7company rating

    Finance associate job in Middletown, OH

    Middletown, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $23k-27k yearly est. 2d ago
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  • Financial Analyst

    Russell Tobin 4.1company rating

    Finance associate job in Columbus, OH

    💼 Asset Movement Team Associate - Finance Entry-Level Opportunity (Full-Time) 🎯 Perfect for Recent Grads! Are you a recent graduate with less than 1 year of experience or finance internships? This is your foot in the door to the finance industry! ⚠️ Contract Position - 3 months duration 📋 What You'll Do: Review and approve money movement transactions 💸 Provide world-class customer service 🌟 Work with Morgan Stanley branch associates Apply risk policies to prevent fraud 🔒 Stay current on SEC/FINRA compliance rules 📚 🎓 What We're Looking For: Recent college graduates or equivalent experience Basic experience with Microsoft Suite 💻 Strong communication and interpersonal skills 🗣️ Attention to detail and organizational skills 📊 Ability to learn new systems quickly ⚡ 🌟 Why This Role? Fast-paced, high-quality work environment Team collaboration with critical thinking Exposure to compliance and risk management Technology and project experience Excellent entry point into finance career! 💡 Additional Opportunities Available! We have other positions available for recent grads! If you think you'd be a good fit, please reach out to me - I'd love to discuss more opportunities that might align with your career goals! 📞✨
    $44k-63k yearly est. 1d ago
  • Proprietary Equity Trader

    T3 Trading Group 3.7company rating

    Finance associate job in Dayton, OH

    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 ***************************
    $77k-143k yearly est. Easy Apply 60d+ ago
  • Short Term Trader/Dispatcher I

    AES Clean Energy 4.8company rating

    Finance associate job in Dayton, OH

    Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation (NYSE: AES), a Fortune 500 company that's leading the charge in the global energy revolution. With operations spanning 14 countries, AES is committed to shaping a future through innovation and collaboration. Our dedication to innovation has earned us recognition as one of the Top Ten Best Workplaces for Innovators by Fast Company in 2022. And with our certification as a Great Place to Work, you can be confident that you're joining a company that values its people just as much as its groundbreaking ideas. AES is proudly ranked #1 globally in renewable energy sales to corporations, and with $12.7B in revenues in 2023, we have the resources and expertise to make a significant impact as we provide electricity to 25 million customers worldwide. As the world moves towards a net-zero future, AES is committed to meeting the Paris Agreement's goals by 2050. Our innovative solutions, such as 24/7 carbon-free energy for data centers, are setting the pace for rapid, global decarbonization. If you're ready to be part of a company that's not just adapting to change, but driving it, AES is the place for you. We're not just building a cleaner, more sustainable future - we're powering it. Apply now and energize your career with a true leader in the global energy transformation. The Short-Term Trader/Dispatcher I is in charge of the strategic management of AES generation assets in the Day-Ahead and Real-Time energy markets within various Regional Transmission Organizations (RTOs)/Independent System Operators (ISOs). This is a role within AES Clean Energy Market Operations and is a 24X7 operation. Employees will work abnormal schedules which include nights, weekends, and holidays. Personal flexibility to adjust schedules as needed is fundamental. This position is posted as a range of I-II. Qualifications, education and experience will be considered in resolving appropriate grade level. Duties and Responsibilities: Handling the Day-Ahead and Real-Time operations of the AES Clean Energy Portfolio. Dispatching generation based upon economic conditions and operational constraints. Developing load and wind generation forecasts. Scheduling the Day-Ahead bidding of power into the respective RTO/ISO market. Monitoring and analyzing market information to identify dispatching and trading opportunities to increase profitability. Monitoring weather forecasts within various RTO/ISO markets. Running dispatch and trade decisions with a continuous focus on balancing risk versus return to produce maximum profitability. Coordinating unit availability, outage schedules, unit start-up and shutdown times, and communicating all vital information to commercial operations, plant personnel and the respective RTO/ISO. Ensuring compliance with AES Risk Management Policy. Verifying transactions and settlement information and resolve discrepancies as needed. Education/Experience Short-Term Trader/Dispatcher I: Bachelor's degree, preferably in Business, Engineering, Finance, or a computer-related field. 0-2 years of energy experience preferred. Desired areas of expertise: power generation coordination and marketing, real-time scheduling and dispatch, or power trading. PJM Generation Certification preferred. If not certified, must have ability to become certified within six months. Knowledge/Skills Knowledge of the wholesale power market. Knowledge of multiple RTOs/ISOs (PJM, CAISO, ERCOT, ISONE, NYISO, MISO). General knowledge of FERC and NERC rules and regulations preferred, but not required. Excellent interpersonal skills. Strong attention to detail. Ability to work independently and tackle problems with limited supervision. AES is an Equal Opportunity Employer who is committed to building strength and delivering long-term sustainability through diversity and inclusion. Respecting all backgrounds, differences and perspectives enables us to improve the lives of our people, customers, suppliers, contractors, and the communities in which we live and work. All qualified applicants will receive consideration for employment without regard to sex, sexual orientation, gender, gender identity and/or expression, race, national origin, ethnicity, age, religion, marital status, physical or mental disability, pregnancy, childbirth, or related medical condition, military or veteran status, or any other characteristic protected under applicable law. E-Verify Notice: AES will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization.
    $86k-130k yearly est. Auto-Apply 60d+ ago
  • General Interest - Experienced Investment Banker - Columbus or Cleveland

    Copper Run Capital

    Finance associate job in Columbus, OH

    Headquartered in the heartland, Copper Run is a different kind of investment bank. We focus exclusively on middle market transactions, providing buy-side and sell-side M&A advisory on deals between $10M and $250M. We pride ourselves on delivering Wall Street execution for our clients while remaining grounded in solid Midwestern values. Our clients include top-tier private equity firms, sponsor-backed companies, and middle market businesses. Our firm is continuing to grow and is always looking for bankers who can immediately help execute on our excess deal flow as well as support our business development. QUALIFICATIONS Experience in investment banking, commercial banking, corporate finance, or similar fields A track record of: Sourcing Deals - including the ability to originate leads, market the firm to the potential client, and manage the engagement letter negotiation process Marketing Deals - utilizing strong communication skills and the eagerness to personally contact potential counterparties for deals Completing Transactions - including the ability to compile marketing materials, structure transactions, and successfully negotiate transactions, especially through the inevitable roadblocks Capable of effectively leading multiple day-to-day client relationships with the CEOs/business owners over long periods of time and multiple client engagements Ability to market transactions to private equity firms, strategic buyers, etc., with the ideal candidate already possessing solid relationships with said parties but not mandatory Self-motivated, personable (both with clients and colleagues), enjoys networking, and has a strong work ethic Ability to have fun FINRA Series 79, 7, and 63 a plus but not mandatory to start EEO STATEMENT (Equal Employment Opportunity) Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation.
    $114k-213k yearly est. Auto-Apply 60d+ ago
  • Strategy & Implementation Associate - Financial Health Strategy

    JPMC

    Finance associate job in Columbus, OH

    JPMorgan Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and communities grow by delivering solutions to meet all their financial needs. As a Strategy & Implementation Associate within the Center for Financial Growth & Innovation (CFGI), you will be part of a dynamic team focused on advancing firmwide financial health strategies. You will support high-impact initiatives, develop compelling presentations, and collaborate across lines of business to help drive financial health outcomes for consumers, businesses, and communities. This role offers exposure to senior leaders and provides opportunities to build foundational skills in analysis, communication, and project execution. Job Responsibilities Analysis & Insights: Conduct quantitative and qualitative analysis of market, customer, and competitor data to support strategic initiatives. Deck Building & Communication: Develop clear, visually compelling presentations and materials for senior management, synthesizing complex information into actionable insights. Project Support: Assist in the execution of cross-functional projects, tracking progress and coordinating with partners to ensure timely delivery. Stakeholder Engagement: Support relationship management with internal partners across lines of business, helping to facilitate collaboration and information sharing. Continuous Learning: Seek feedback and mentorship from senior team members to build skills in strategy, communication, and business analysis. Required qualifications, skills and capabilities Minimum 3 years' experience in business analysis, project support, or related field Strong analytical skills with the ability to interpret data and identify trends Proficiency in PowerPoint and Excel; ability to create clear, effective presentations Excellent written and verbal communication skills, with attention to detail Ability to work collaboratively in a team environment and manage multiple priorities Preferred qualifications, skills and capabilities Experience building presentations for senior audiences Exposure to financial services, consulting, or related industries Interest in financial health, innovation, or community development
    $36k-67k yearly est. Auto-Apply 4d ago
  • Strategy & Implementation Associate - Financial Health Strategy

    Jpmorganchase 4.8company rating

    Finance associate job in Columbus, OH

    JPMorgan Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and communities grow by delivering solutions to meet all their financial needs. As a Strategy & Implementation Associate within the Center for Financial Growth & Innovation (CFGI), you will be part of a dynamic team focused on advancing firmwide financial health strategies. You will support high-impact initiatives, develop compelling presentations, and collaborate across lines of business to help drive financial health outcomes for consumers, businesses, and communities. This role offers exposure to senior leaders and provides opportunities to build foundational skills in analysis, communication, and project execution. Job Responsibilities Analysis & Insights: Conduct quantitative and qualitative analysis of market, customer, and competitor data to support strategic initiatives. Deck Building & Communication: Develop clear, visually compelling presentations and materials for senior management, synthesizing complex information into actionable insights. Project Support: Assist in the execution of cross-functional projects, tracking progress and coordinating with partners to ensure timely delivery. Stakeholder Engagement: Support relationship management with internal partners across lines of business, helping to facilitate collaboration and information sharing. Continuous Learning: Seek feedback and mentorship from senior team members to build skills in strategy, communication, and business analysis. Required qualifications, skills and capabilities Minimum 3 years' experience in business analysis, project support, or related field Strong analytical skills with the ability to interpret data and identify trends Proficiency in PowerPoint and Excel; ability to create clear, effective presentations Excellent written and verbal communication skills, with attention to detail Ability to work collaboratively in a team environment and manage multiple priorities Preferred qualifications, skills and capabilities Experience building presentations for senior audiences Exposure to financial services, consulting, or related industries Interest in financial health, innovation, or community development
    $48k-67k yearly est. Auto-Apply 4d ago
  • Contract Financial Analyst

    Brixey & Meyer 4.1company rating

    Finance associate job in Dayton, OH

    This is a full-time (40 hours per week), client-embedded, onsite engagement through Brixey & Meyer, providing financial analysis and advisory services to a client. The engagement is expected to continue for approximately 13 months, subject to business needs. ESSENTIAL JOB FUNCTIONS: Provides financial analytics and reporting support to clients using accounting principles and financial tools Develops financial insights of operational results Conducts research and financial analysis to support business decision-making Analyzes trends and assesses financial performance Supports monthly close processes, including preparations of accruals and related analyses Research and resolving discrepancies or missing data Support other projects and tasks as assigned What We're Looking For: Required: Bachelor's degree in Accounting or Finance, or equivalent experience Due to business and client needs, candidates must reside in Ohio at the time of hire. Relocation assistance is not available. Advanced computer literacy, including proficient use of all Microsoft Office products, QuickBooks, and Intacct Valid Driver's license and/or access to transportation 3-5 years of relevant experience preferred Strong attention to detail Excellent interpersonal skills for working with clients and team members A positive, team-focused attitude-and a desire to have fun while doing meaningful work! We do not accept unsolicited resumes or candidate submissions from external recruitment agencies. Unsolicited resumes and submissions will be considered the property of Brixey & Meyer and will not be subject to any placement fees. We do not accept unsolicited resumes or candidate submissions from external recruitment agencies. Unsolicited resumes and submissions will be considered the property of Brixey & Meyer and will not be subject to any placement fees.
    $53k-73k yearly est. 19d ago
  • Financial Analyst

    Creative Financial Staffing 4.6company rating

    Finance associate job in Springfield, OH

    🌟 Exciting Financial Analyst Opportunity with Leading Company in Springfield! 🌟 Are you ready to take the next step in your career journey? CFS is thrilled to present an incredible opportunity for a Financial Analyst with our esteemed client. Join us and become a key player as a Financial Analyst, providing essential financial insights to project teams. Salary Range: $55,000- $65,000 About the Company: Embark on a journey with a world leader in automation technology. Experience explosive growth in company size and revenue. Unlock boundless growth opportunities tailored for the right candidate. Thrive in an exciting work environment with exposure to top management. Collaborate cross-functionally with various departments, expanding your skill set. Enjoy a high salary package and outstanding benefits. Financial Analyst Role: As a Financial Analyst, you will be an instrumental part of our project completion process by: Collaborating with project managers to deliver timely financial information. Monitoring and preparing project milestones to ensure accurate billings. Working closely with project managers on budgeting and forecasting activities. Taking the lead on project revenue forecasting. Crafting and presenting comprehensive financial analyses on projects. Taking responsibility for the accounting of all contracts in progress. Financial Analyst Requirements: To thrive in this role, you'll need: Expertise in percent of completion accounting. Adaptability to navigate and thrive in a dynamic project environment. Why Join Us: Embark on a rewarding career journey as a Financial Analyst with us, offering: Competitive salary reflective of your skills and experience. Opportunities for professional growth and career advancement. Engaging work environment with exposure to top-tier management.
    $55k-65k yearly 1d ago
  • Financial Analyst (101085)

    Honda Dev. and Mfg. of Am., LLC

    Finance associate job in Anna, OH

    What Makes a Honda, is Who makes a Honda Honda has a clear vision for the future, and it's a joyful one. We are looking for individuals with the skills, courage, persistence, and dreams that will help us reach our future-focused goals. At our core is innovation. Honda is constantly innovating and developing solutions to drive our business with record success. We strive to be a company that serves as a source of “power” that supports people around the world who are trying to do things based on their own initiative and that helps people expand their own potential. To this end, Honda strives to realize “the joy and freedom of mobility” by developing new technologies and an innovative approach to achieve a “zero environmental footprint.” We are looking for qualified individuals with diverse backgrounds, experiences, continuous improvement values, and a strong work ethic to join our team. If your goals and values align with Honda's, we want you to join our team to Bring the Future! Job Purpose Uses analytical skills and professional accounting knowledge to work with department managers and investment project leaders in the creation of 6 budget events per year. Use professional accounting standards to ensure appropriate reporting of actual financial data and use analytical skills to provide detailed budget to actual analysis. This is an entry level role that is supervised and does not have significant discretion in autonomous decision making. Key Accountabilities Prepare month end close activities including analysis of financial information in order to create journal entries which impact the financial condition of AHM / HDMA with some supervision. Prepare budget vs actual comparisons for responsible departments which are analysed based on professional accounting standards to ensure accurate financial information and to advise management on future activity. Use analytical skills and professional accounting knowledge to work with the department managers and investment project leaders in the creation of 6 budget events per year. Use financial information to create presentations to advise department leaders of budget to actual condition and make recommendations for areas of improvement Qualifications, Experience, and Skills Minimum Educational Qualifications Bachelor's degree with major in accounting or finance, OR associates degree with a minimum of 2 years experience in an accounting related job. Minimum Experience 0-2 years with a bachelors degree, 2 years minimum with associates degree Other Job-Specific Skills Basic Accounting principles- GAAP/IFRS and Cost accounting background. General understanding of accounting functions, terminology and ability to apply accounting concepts. •Strong analytical, problem solving, presentation and organizational skills. Strong Microsoft product skills (Excel, Powerpoint, etc) SAP Knowledge and skills Working Conditions Office / Hybrid remote 0-5 hours of OT/week Some travel What differentiates Honda and make us an employer of choice? Total Rewards: Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.) Paid Overtime Regional Bonus (when applicable) Industry-leading Benefit Plans (Medical, Dental, Vision, Rx) Paid time off, including vacation, holidays, shutdown Company Paid Short-Term and Long-Term Disability 401K Plan with company match + additional contribution Relocation assistance (if eligible) Career Growth: Advancement Opportunities Career Mobility Education Reimbursement for Continued Learning Training and Development programs Additional Offerings: Tuition Assistance & Student Loan Repayment Lifestyle Account Childcare Reimbursement Account Elder Care Support Wellbeing Program Community Service and Engagement Programs Product Programs Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.
    $49k-74k yearly est. 8d ago
  • Financial Aid Representative

    Beonair Network of Media Schools

    Finance associate job in Columbus, OH

    Job Description About Us: The BeOnAir Network is an organization that instructs students in all areas of the broadcast industry to become the next generation of media professionals. Our brand promise is “Learn from a Pro to Become a Pro”; students are trained by broadcast media professionals working in the field. The organization operates seven campuses across Ohio, Illinois, Colorado, and Miami. Like all members of the BeOnAir Network staff, the Financial Aid Advisor is expected to project the organization's core values and core purpose. This position supports a college and creative culture and ensures graduates are fully ready for entry-level employment opportunities. A key role of the Financial Aid Advisor is assisting students with their financial aid eligibility. This individual is accountable for the one-on-one advising involved in ensuring students comply with their federal financial aid. The Financial Aid Advisor will work closely and in conjunction with the Admissions Departments to provide financial aid options for potential new students and complete their packaging on time. The Financial Aid Advisor is also responsible for meeting a monthly cash collection goal. Additional responsibilities may include participation in orientation, graduation, campus events, and various tasks. The Financial Aid Advisor must have extensive experience and judgment to plan and accomplish campus and department goals. Scorecard accountabilities: Financial Aid first-time appointments, applicants that enroll within five days, same-day financial aid estimate, students enrolled in auto debit/payer express, cash collected vs. cash due, title 4 drawdowns on time, complete student financial aid packaging promptly. Responsibilities: Meet prospective students and determine their eligibility for financial aid and other most appropriate tuition options, including payment plans or other financing options. At a student's first meeting with the Financial Aid advisor, the goal of the visit is to be able to achieve an estimate of Financial Aid eligibility as a result of the student completing the FAFSA and receiving the EFC in an email confirmation. If the student has already completed the FAFSA during this session, the student should assign the school OPEID code to their FAFSA so the school can proceed with packaging. A follow-up appointment is to be scheduled within 48 hours so the student can return to complete the FA process. After a student is packaged and all internal documentation is filled out, enroll the student in payer express to contribute to the campus goal. Set all students up in QuickBooks Campus and QuickBooks Cash Receipt with all pertinent information, and upload award letters into QuickBooks. Upload files for review by NFA and RFA through the enrollment cycle. Upload Term 2 files for review by NFA and RFA once SAP is received from Education Submit completed drop packet for review by NFA and RFA Complete a payment plan form to ensure auto payment authorization and specific payment dates. Program tuition/fees or approved packing is due for all students by the end of add/drop. Assist students who are flagged for verification to complete the verification process within 2 weeks of informing student of being selected for verification. If any packaging for a student results in more than an out of pocket $5000 balance as of the last day of the last term, then approval must be requested from the CEO prior to the student sitting in class or being counted as an enrolled student. Ensure packaging does not exceed 30 months. If any additional time, seek approval from the National Director of Financial Assistance and Planning (NDFAP). - Adhere to non- interest payment plan: only available to students who after borrowing from Direct and Plus loans still have a balance left on their account. Print and file student ledgers to confirm all pulls were received. Maintain compliant FA files to include all documents on checklist that relate to the first term. (This includes: Enrollment Agreement, ISIR, NSEstimate of FA, Signed Award, Entrance Counseling, MPN, Payment Plan, and any items flagged for verification and ledger card. For the second terms proof of SAP assessment, revised ledger card and before graduation Exit counseling.) Responsible for maintaining receipt of payments. Complete nightly bank deposits. Interact with students using phone, email, texts, social media channels, and one-on-one communication to ensure accounts are less than 30 days past due. FA Advisor must conduct a daily review of the aging reports and/ or internal tracking reports for payments due by active cohorts to manage meeting weekly cash goal. Join in on weekly one-on-one ledger reviews with NFA and RFA and send a follow-up email about any pending financial aid needing to be requested Ensure payments are collected and processed on the due date. (If a due date falls on the weekend, payment should be sought the Friday before.) Complete a weekly review of grads and drops on aging to ensure accounts are current. Execute MPN's by the end of the drop/add period. Conduct Entrance and Exit counseling as due. Follow up with pending financial aid students to ensure they have all information needed for their education decision to meet app to enroll weekly goal. Supervision Received: This is an independent position that reports to the Campus Director and National Director of Financial Assistance and Planning. Two mandatory weekly meetings takes place: 1) Financial Aid Advisor to discuss goals to actual achievements; 2) Staff Meeting. Supervision of Others This individual may supervise another financial aid advisor should campus needs require. Physical Demands In order to fully service the staff and student needs this position requires the employee to often physically move from department to department. This is not a sedentary position. Occasional lifting, bending and climbing stairs Frequent talking, listening, walking, sitting and standing Ability to perform multiple concurrent tasks and function in a fast-paced working environment Work Experience Requirements Three years of business experience, ideally within a financial aid/customer service background. May need to complete credit, criminal, and drug background checks successfully. Education Requirements 4-year college degree and/or experience equivalency. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
    $31k-62k yearly est. 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Ashley Himes-State Farm Agent

    Finance associate job in Springfield, OH

    Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with state regulations. QUALIFICATIONS: Prior experience in financial services preferred. Analytical and communication skills. Able to make presentations to customers. Life/Health insurance license (must be able to obtain, current licensees preferred). FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).
    $26k-43k yearly est. 24d ago
  • Financial Reporting Intern

    Dasstateoh

    Finance associate job in Columbus, OH

    Financial Reporting Intern (2600008E) Organization: Budget and ManagementAgency Contact Name and Information: Janine Burnside **************************** Unposting Date: Feb 16, 2026, 4:59:00 AMWork Location: James A Rhodes Office Tower 35 30 East Broad Street 35th Floor Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: $20.00 - $24.00 depending on education level Schedule: Part-time Work Hours: up to 40 hours per week Classified Indicator: UnclassifiedUnion: Exempt from Union Primary Job Skill: InternshipTechnical Skills: Interpreting Financial Statements, Accounting and Finance, Auditing, Internship, Program ManagementProfessional Skills: Analyzation, Attention to Detail, Critical Thinking, Interpreting Data Agency OverviewWhat We Do:The Ohio Office of Budget and Management (OBM) is the fiscal backbone of the State of Ohio enterprise. OBM works with the Governor and every state agency in providing policy analysis, fiscal research, and financial management services. We help state agencies shape Ohio's future by ensuring the proper and responsible use of state resources!Job DescriptionWhat You'll Do:We are seeking a Financial Reporting Intern to join our team and contribute to a key software implementation project. This intern will play an important role in testing and validating new financial reporting software to ensure accuracy and efficiency in our financial processes.As a Financial Reporting Intern, you will work closely with OBM staff on projects that strengthen compliance and financial reporting. Key responsibilities include:Assisting with testing and troubleshooting new financial reporting software.Analyzing and validating complex financial data for accuracy.Collaborating with project teams to support implementation milestones.Documenting findings and providing recommendations for improvements.Interns may work up to 40 hours per week in our downtown Columbus office; we can work with your schedule.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes: Medical Coverage Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period. Paid time off, including vacation, personal, sick leave and 11 paid holidays per year Childbirth, Adoption, and Foster Care leave Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more) Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation) *Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.QualificationsWhat We're Looking For:Near completion of an undergraduate degree or currently enrolled in a graduate program (e.g., Master of Public Administration).Areas of study: Accounting or Public Administration (auditing coursework is helpful).Strong attention to detail and analytical skills.Proficiency in Excel and ability to work with complex datasets.Knowledge of financial accounting principles or relevant experience.Technical aptitude and basic project management skills.Auditing experience is a plus.Supplemental InformationWhen completing your application, be sure to clearly describe how you meet the minimum qualifications outlined in this job posting. If you require reasonable accommodation for the application process, please email the Human Resources contact on this posting so arrangements can be made.The Director of OBM, or their designee, will interview all final candidates for this position.The final candidate selected for this position will be required to undergo a criminal background check. Criminal convictions do not necessarily preclude an applicant from consideration for a position. An individual assessment of an applicant's prior criminal convictions will be made before excluding an applicant from consideration. ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
    $20-24 hourly Auto-Apply 10h ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance associate job in Beavercreek, OH

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.
    $500 weekly Auto-Apply 16d ago
  • Summer Intern, Finance

    Lifestyle Communities, Ltd. 4.2company rating

    Finance associate job in Columbus, OH

    Job Title: Summer Intern, Finance Company: Builder's Resource Group, Inc. Department: Finance Reports To: AVP, Finance Wage Category: Hourly The Team You Will Join: We exist to build a connection, and that begins with our team members. Lifestyle Communities' (LC) Real Estate Multifamily Development team is dedicated to creating vibrant communities through strategic development and underwriting. This team is committed to making every project a success by leveraging market insights and financial analysis. Who You Are: As the Summer Intern, Finance, you are a detail-oriented and analytical individual with a passion for real estate and finance. You thrive in a collaborative environment and are committed to supporting the development underwriting process for multifamily projects. Your excellent communication and organizational skills enable you to manage multiple tasks and projects simultaneously, ensuring that all underwriting activities are executed flawlessly. You are proactive, resourceful, and dedicated to continuous improvement, always seeking innovative solutions to enhance project outcomes. The Difference You Will Make: * Financial Analysis: Complete financial analysis and forecasting for potential acquisition and development projects, including proformas, budgets, and investment return analysis. * Business and Operations Analysis: Perform business, financial, and operations analysis to impact top-line and bottom-line results and support management decision-making. * Market Research: Conduct market research to understand demographics and economics of potential development sites and acquisition opportunities. * Investor Reporting: Assist with the preparation of information to be distributed to current and potential investors. * Ad Hoc Projects: Support other ad hoc projects and analysis as assigned. What You'll Bring: * Pursuing a Bachelor's degree in finance, real estate, or a related business discipline. * Must have completed at least two (2) years of college with a minimum GPA of 3.5. * Proficiency with Microsoft Office, specifically Excel. * Strong financial analysis, analytical, and problem-solving skills. * Ability to become proficient with internal software programs necessary for the role. * Self-starter with strong initiative to take ownership and exercise sound judgment and discretion at all times. * Flexibility and responsiveness to change. * Strong attention to detail, presentation skills, and the ability to communicate both verbally and in writing. * Ability to multi-task and work in a fast-paced, team-oriented, dynamic environment. * Work requires the ability to align and embrace our five Core Values: Performance, Communication, Leadership, Quality, Teamwork. Direct Reports and Reporting Relationship: None, however, the ability to achieve results by working with others within the organization, regardless of the reporting relationship, is a critical success factor. Physical Demands and Work Environment: The physical demands and work environment described herein represent the criteria an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to individuals with disabilities to perform these functions by applicable law. * Physical Demands: While performing the duties of this job, the employee is required to stand; walk; sit; handle or feel objects, reach with hands and arms; talk and hear. Specific vision abilities required by the job include close vision, distance vision, and the ability to focus. * Work Environment: While performing this role, the individual will be primarily working in an office environment with limited travel and work at development sites and community locations. Location and Travel: Position will be based in Columbus, Ohio, with infrequent travel to local and out-of-state markets, including but not limited to Tennessee, South Carolina, North Carolina, Texas, Denver, and Florida. Disclaimer: The above information in this description has been designed to indicate the general nature and level of work employees perform within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Lifestyle Communities (LC) is an Equal Opportunity Employer.
    $29k-36k yearly est. Auto-Apply 5d ago
  • Financial Analyst

    Trak Group 3.9company rating

    Finance associate job in Wilmington, OH

    Setting/Hours: Hybrid - 3 Days Remote | 8am-5pm Join trak group in partnering with a growing client in Wilmington, Ohio that's expanding its Shared Services team. Job Title: Financial Analyst Job Type: Permanent, Full-Time Job Description: We are seeking a highly skilled Financial Analyst to join our team at our Wilmington, Ohio location. The successful candidate will be responsible for providing comprehensive financial analysis and support to drive strategic decision-making. The Financial Analyst will work closely with various departments to ensure accurate financial reporting, budgeting, and forecasting. Key Responsibilities: - Conduct detailed financial analysis and modeling to support business initiatives. - Prepare and analyze financial reports, forecasts, and budgets. - Assist in the development of financial strategies and plans. - Collaborate with cross-functional teams to gather and analyze data. - Monitor financial performance against budget and provide variance analysis. - Support month-end and year-end closing processes. - Identify financial risks and opportunities to improve business performance. - Ensure compliance with financial regulations and company policies. Skills and Qualifications: - Bachelor's degree in Finance, Accounting, or a related field. - Proven experience as a Financial Analyst or similar role. - Strong analytical and problem-solving skills. - Proficiency in financial modeling and analysis tools. - Excellent communication and interpersonal skills. - Advanced knowledge of Microsoft Excel and financial software. - Ability to work independently and as part of a team. - Attention to detail and strong organizational skills. Preferred Qualifications: - Professional certification such as CFA or CPA. Benefits: - Competitive salary and benefits package. - Opportunities for professional development and career advancement. - A dynamic and collaborative work environment. How to Apply: Interested candidates should submit their resume and cover letter to ************************* with the subject line "Financial Analyst Application." If you're ready to take the next step in your career and want to make an impact, partner with trak group to explore this opportunity.
    $45k-62k yearly est. Easy Apply 11d ago
  • Financial Accounting Analyst - FEP

    Carebridge 3.8company rating

    Finance associate job in Mason, OH

    Locations: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. Federal Employee Program - FEP, is a proud member of the Elevance Health, Inc. family of companies, it is a powerful combination, and the foundation upon which we are creating greater access to care for our members, greater value for our customers, and greater health for our communities. Join us and together we will drive the future of health care. The Financial Accounting Analyst is responsible for supporting all month-end close functions, including adjusting journal entries, analysis, financial reporting as well as providing project leadership. How you will make an impact: * Prepares and reviews intricate financial presentations and account reconciliations, handling journal entries for month-end closure. * Addresses complex accounting challenges related to workflow, devising and implementing solutions to enhance efficiency. * Manages cash draws daily and coordinates comprehensive projects while leading processes. * Verifies the accuracy of monthly outcomes by conducting detailed analyses and prepares internal and external financial reports for monthly, quarterly, and annual review. Minimum Requirements: * Requires BA/BS in Accounting or Finance and a minimum of 3 years accounting experience; or any combination of education and experience, which would provide an equivalent background. Preferred Skills, Capabilities and Experiences: * Previous work experience with month-end close processes, account reconciliation and financial trend analysis preferred. * Ability to manage multiple workloads and balance the unique needs of the FEP Accounting team. * CPA, CMA, or MBA preferred. If this job is assigned to any Government Business Division entity, the applicant and incumbent fall under a 'sensitive position' work designation and may be subject to additional requirements beyond those associates outside Government Business Divisions. Requirements include but are not limited to more stringent and frequent background checks and/or government clearances, segregation of duties principles, role specific training, monitoring of daily job functions, and sensitive data handling instructions. Associates in these jobs must follow the specific policies, procedures, guidelines, etc. as stated by the Government Business Division in which they are employed. Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
    $46k-60k yearly est. Auto-Apply 60d+ ago
  • Financial Analyst I

    Express, Inc. 4.2company rating

    Finance associate job in Columbus, OH

    About PHOENIX PHOENIX Retail, LLC is a retail platform operating the Express and Bonobos brands worldwide. Express is a multichannel apparel brand dedicated to a design philosophy rooted in modern, confident and effortless style whether dressing for work, everyday or special occasions. Bonobos is a menswear brand known for being pioneers of exceptional fit and a personalized, innovative retail model. Customers can experience our brands in over 400 Express retail and Express Factory Outlet stores, 50 Bonobos Guideshops, and online at *************** and **************** About Express Express is a multichannel apparel brand dedicated to creating confidence and inspiring self-expression. Since its launch in 1980, the brand has embraced a design philosophy rooted in modern, confident and effortless style. Whether dressing for work, everyday or special occasions, Express ensures you look and feel your best, wherever life takes you. The Company operates over 400 retail and outlet stores in the United States and Puerto Rico, the express.com online store and the Express mobile app. Location Name Columbus Corporate Headquarters Responsibilities The Financial Analyst I is responsible for various reports and conducting moderate financial analysis projects. May develop methodologies to determine the impact of initiatives on sales and profit, including statistically based analysis. Assists in the development of financial forecasts and budgets to support the corporate strategy. KEY RESPONSIBILITIES * Prepare and analyze business reporting * Perform business and profitability analysis and expense related analysis * Assist with monthly budget & forecast meetings for various departments * Assist in the development of annual and long-range plans * Identify and recommend and implement process improvements REQUIRED EXPERIENCE & QUALIFICATIONS * Bachelor's degree in Finance, Accounting, Mathematics or Economics. Advanced degree, CPA or MBA a plus * Experience: 0-2 years of financial analysis experience CRITICAL SKILLS & ATTRIBUTES * Demonstrated analytical curiosity and strong problem solving skills * Ability to work in a dynamic, fast-changing environment * Ability to meet deadlines and handle multiple tasks * Demonstrated leadership skills and strong interest in advancement * Excellent verbal and written communication skills * Advanced PC proficiency including Microsoft Excel Early Entry Closing If you would like to know more about the California Consumer Privacy Act click here. An equal opportunity employer, PHOENIX does not discriminate in recruiting, hiring or any other terms and conditions of employment hiring on the basis of any federal, state, or locally protected characteristic. PHOENIX only hires individuals authorized for employment in the United States. PHOENIX is committed to providing reasonable accommodation to individuals with disabilities. If you need an accommodation to search and apply for a job position due to a disability, please call ************** and say 'Associate Relations' or send an e-mail to ****************************** and let us know the nature of your request and your contact information. Notification to Agencies: Please note that PHOENIX does not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, PHOENIX will not consider or approve payment to any third-parties for hires made.
    $52k-89k yearly est. Auto-Apply 60d+ ago
  • Summer Intern, Finance

    Lifestyle Construction Services

    Finance associate job in Columbus, OH

    Job Title: Summer Intern, Finance Company: Builder's Resource Group, Inc. Department: Finance Reports To: AVP, Finance Wage Category: Hourly The Team You Will Join: We exist to build a connection, and that begins with our team members. Lifestyle Communities' (LC) Real Estate Multifamily Development team is dedicated to creating vibrant communities through strategic development and underwriting. This team is committed to making every project a success by leveraging market insights and financial analysis. Who You Are: As the Summer Intern, Finance, you are a detail-oriented and analytical individual with a passion for real estate and finance. You thrive in a collaborative environment and are committed to supporting the development underwriting process for multifamily projects. Your excellent communication and organizational skills enable you to manage multiple tasks and projects simultaneously, ensuring that all underwriting activities are executed flawlessly. You are proactive, resourceful, and dedicated to continuous improvement, always seeking innovative solutions to enhance project outcomes. The Difference You Will Make: Financial Analysis: Complete financial analysis and forecasting for potential acquisition and development projects, including proformas, budgets, and investment return analysis. Business and Operations Analysis: Perform business, financial, and operations analysis to impact top-line and bottom-line results and support management decision-making. Market Research: Conduct market research to understand demographics and economics of potential development sites and acquisition opportunities. Investor Reporting: Assist with the preparation of information to be distributed to current and potential investors. Ad Hoc Projects: Support other ad hoc projects and analysis as assigned. What You'll Bring: Pursuing a Bachelor's degree in finance, real estate, or a related business discipline. Must have completed at least two (2) years of college with a minimum GPA of 3.5. Proficiency with Microsoft Office, specifically Excel. Strong financial analysis, analytical, and problem-solving skills. Ability to become proficient with internal software programs necessary for the role. Self-starter with strong initiative to take ownership and exercise sound judgment and discretion at all times. Flexibility and responsiveness to change. Strong attention to detail, presentation skills, and the ability to communicate both verbally and in writing. Ability to multi-task and work in a fast-paced, team-oriented, dynamic environment. Work requires the ability to align and embrace our five Core Values: Performance, Communication, Leadership, Quality, Teamwork. Direct Reports and Reporting Relationship: None, however, the ability to achieve results by working with others within the organization, regardless of the reporting relationship, is a critical success factor. Physical Demands and Work Environment: The physical demands and work environment described herein represent the criteria an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to individuals with disabilities to perform these functions by applicable law. Physical Demands: While performing the duties of this job, the employee is required to stand; walk; sit; handle or feel objects, reach with hands and arms; talk and hear. Specific vision abilities required by the job include close vision, distance vision, and the ability to focus. Work Environment: While performing this role, the individual will be primarily working in an office environment with limited travel and work at development sites and community locations. Location and Travel: Position will be based in Columbus, Ohio, with infrequent travel to local and out-of-state markets, including but not limited to Tennessee, South Carolina, North Carolina, Texas, Denver, and Florida. Disclaimer: The above information in this description has been designed to indicate the general nature and level of work employees perform within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Lifestyle Communities (LC) is an Equal Opportunity Employer.
    $27k-39k yearly est. Auto-Apply 22d ago
  • Corporate Finance Intern

    Woda Cooper

    Finance associate job in Columbus, OH

    The Corporate Finance Intern will collaborate with the finance department to support strategic projects and play a key role in achieving the Company's financial goals. This internship offers valuable experience in financial analysis and reporting activities at Woda Cooper Companies. Reports To: The Corporate Finance Intern reports to the Vice President of Financial Reporting. Duties/Responsibilities: Gathering and analyzing data from internal sources and third-party partners to provide key financial insights into the company's functions. Identifying and resolving issues related to financial operations, including accuracy, completeness, and consistency. Maintaining and updating critical databases and documentation related to financial and investor reporting. Collaborating with various departments to gather data and support accurate financial summaries. Contributing to the ongoing improvement of reporting processes and tools to increase efficiency and clarity. Conducting research and compiling financial data to support project underwriting. Assisting with ad hoc financial analysis and special projects as needed to support organizational priorities. Qualifications Required Skills and Abilities: Strong attention to detail, emphasizing accuracy and precision in financial analysis. Well-versed verbal and written communication skills, able to clearly explain financial information to both specialized and non-specialized audiences. Proficient in Excel, with strong skills in financial modeling and data analytics. Education and Experience: Must be a recent graduate or actively working towards a bachelor's or master's in a related field. Background in data analysis and reporting. Experience in creating and maintaining reports. Physical Requirements: Must possess a valid driver's license and insurance.
    $27k-39k yearly est. 16d ago

Learn more about finance associate jobs

How much does a finance associate earn in Springfield, OH?

The average finance associate in Springfield, OH earns between $27,000 and $87,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.

Average finance associate salary in Springfield, OH

$48,000
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