Post job

Finance consultant jobs in Cleveland, OH - 257 jobs

All
Finance Consultant
Finance Advisor
Finance Internship
Investment Banking Associate
Finance Analyst
Finance & Sales Representative
Finance/Accounting Analyst
Senior Finance Manager
Investment Banking Analyst
Finance Assistance Advisor
Corporate Finance Analyst
  • SAP Finance Senior Manager - Retail (Grocery)

    Accenture 4.7company rating

    Finance consultant job in Cleveland, OH

    We Are: Accenture's SAP practice, and we live to see how this can transform the way we live and work. We are the industry-leader for building SAP Retail and Fashion solutions and we're curious and always learning.We are assembling a talented team and providing our people with opportunities to gain new skills, training, and experience. Additionally, the Retail industry is going through remarkable levels of transformation as they are developing new business models, new digital sales channels, analytics capabilities to understand customer needs, and transforming internal operations for efficiencies. SAP technologies power these organizations with modern cloud-based and AI-enabled solutions, and Accenture is the undisputed market leader in this industry. We are continuously expanding our SAP team with advisory skills to continue to drive transformation at scale for our clients. You Are: You have a passion for storytelling and for originating, selling and delivering SAP-based Finance Transformation projects that make a positive impact in your clients' business? Are you inspired by working with the best companies in their industries? Want a role that provides you with a sense of purpose and satisfaction? Then join Accenture and build a rewarding career improving the way the world works and lives, as you help clients innovate with leading-edge SAP and Accenture Finance solutions and technologies on some of the most innovative projects in the world Thrive in our highly collaborative, digitally-driven and innovation-led environment. Nurture your talent for thoughtful and game changing solutions in our inclusive culture that values diversity of ideas, experiences and backgrounds. You are a confident leader who spots and stays ahead of the SAP platform , industry and Finance trends and knows how to translate client goals into clear and actionable outcomes that everyone can get behind. You know how to fully utilize the capabilities of various SAP platforms to drive business value, transform end-to-end functions and drive leading practices for your clients in markets all over the globe. The more complex their challenges, the more excited you are about leading the charge to solve them. The Work: Team with clients on their SAP functional transformation programs through your combined SAP application and functional process expertise which includes your ability to: Engage with senior client Finance executives on the business challenges/trends and the potential value of SAP solutions (current & future) Lead customers in defining their SAP journey through the development of business cases & roadmaps including during sales origination, proposal development and client presentations Architect e2e Finance solutions that leverage SAP technologies, custom apps, & add on partner solutions Clearly explain SAP's Business AI strategy, including an understanding of its capabilities and roadmap. Identify functional areas expertise where AI can deliver real value to clients Experience in deployment of AI use cases within SAP delivery to improve efficiency and ability to explain how these AI-driven improvements can enhance project delivery Advise, design and deliver Finance solutions based on the latest industry and technology best practices leveraging a SAP solutions and embedded innovation. Lead large project teams of varying size and scope - helping them achieve transformational roadmaps - onsite with clients or within Accenture Become a trusted expert and advisor to your clients, team, and Accenture Leadership by staying current on regulations, trends, and innovations across your area of expertise Be a thought leader, build assets and best practices and develop the next level of transformation experts Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirements Here's what you need: Minimum of 7 years of SAP Functional and Technical expertise in Finance, including but not limited to: GL, AP, AR, Asset Accounting. Minimum 5 years of experience in SAP projects supporting Retail/Grocery clients (SAP support / managed services experience will not be considered for this requirement) Minimum of 3 end-to-end SAP S/4 implementations, including project planning, estimation and solution architecture for Retail/Grocery clients Experience managing SAP delivery teams, in a Global Delivery Model, including but not limited to the following responsibilities: driving complex workshops and leading design decisions, as well as leading the design and execution of system build, configuration, testing, cutover, and go-live Prior experience in an Advisory and/or Consulting role Bachelor's degree or equivalent (minimum 12 years' work experience). If Associate's Degree, must have equivalent minimum 6-year work experience Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an ongoing basis and there is no fixed deadline to apply. Information on benefits is here. Role Location / Annual Salary Range California $132,500 to $338,300 Cleveland $122,700 to $270,600 Colorado $132,500 to $292,200 District of Columbia $141,100 to $311,200 Illinois $122,700 to $292,200 Maryland $132,500 to $292,200 Massachusetts $132,500 to $311,200 Minnesota $132,500 to $292,200 New York/New Jersey $122,700 to $338,300 Washington $141,100 to $311,200 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity and Affidavitative Action Policy Statement Accenture is an EEO and Affimative Action Employer of Females/Minorities/Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process. #J-18808-Ljbffr
    $141.1k-311.2k yearly 5d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Associate, Investment Banking - Industrials

    Stout 4.2company rating

    Finance consultant job in Cleveland, OH

    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Impact You'll Make: Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Industrials team. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A) and capital raising. The Associate will play a pivotal role in driving the firm's M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution. This role offers Associate the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm. What You'll Do: Collaborate with practice leaders and sector leaders within investment banking to secure and execute M&A transactions Coordinate and perform business due diligence on clients and prospective opportunities Conduct comprehensive valuation exercises for companies and business units Prepare and deliver high-quality presentation materials for internal and external stakeholders Take a leadership role in all phases of the transaction process, ensuring successful execution and client satisfaction Attend client meetings and actively contribute to discussions What You Bring: A minimum of 2 years of relevant experience in investment banking, private equity, or financial analysis Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office applications Exceptional academic credentials from a top-tier university Ability to think critically and demonstrate excellent written and verbal communication skills Strong transaction process orientation and attention to detail. Highly proficient financial analysis and modeling skills Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment Collaborative team player capable of working effectively within intimate deal teams How You'll Thrive: Cultivate a positive, team-oriented approach that fosters collaboration and shared success. Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations. Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work. Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes. Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders. Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making. Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies. Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results. Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals. Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives. Learn more about our benefits and commitment to your success. en/careers/benefits The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - en/careers/benefits.
    $31k-46k yearly est. 2d ago
  • Investment Banking Associate

    Brown Gibbons Lang & Company 4.0company rating

    Finance consultant job in Cleveland, OH

    Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries. Job Description Investment Banking Associates at Brown Gibbons Lang & Company have a strategic position and will oversee the preparation of financial analyses, conduct due diligence, develop offering presentation materials, and participate in the structuring and execution of a wide variety of transactions. Investment Banking Associates assume an integral role in transaction execution and client interaction, as well as participation in marketing efforts and identifying prospective clients. Investment Banking Associate Responsibilities: BGL Investment Banking Associates enjoy a high level of involvement at every stage of the transaction and frequently interact with senior level bankers and management of client companies. They are active contributors during every phase of the transaction process and are integral to each transaction team. Additionally, Associates work closely with senior bankers to assist with their new business efforts. Investment Banking Associates at BGL act as primary processors of transactions and proposals. Associates are expected to master all aspects of transaction execution, including new business presentations, financial modeling and analysis, industry research, and preparation of other written materials. Associates are required to have the ability to work on two to three transactions at any one time. As they become more experienced, Associates will be expected to manage transactions along with senior bankers and help coordinate the activities of team members, clients, attorneys, and accountants. Job Responsibilities: Supporting senior bankers in transaction execution and client management Performing financial analysis Identifying potential investors, buyers, acquisition targets or merger partners Conducting industry research Participating in new business development Cultivating analyst development Qualifications Candidates for this position should be dynamic, highly-motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market. Successful candidates possess the following characteristics: Bachelor's Degree required, MBA preferred Two or more years of previous experience in Investment Banking Outstanding academic record Strong accounting and financial modeling knowledge and experience Excellent interpersonal skills Excellent written and verbal communication skills Ambitious team player with commitment to excellence Additional Information We have Investment Banking opportunities available in our Cleveland, OH and Chicago, IL offices.
    $96k-141k yearly est. 2d ago
  • Retirement Planner/Financial Advisor

    Golden Reserve

    Finance consultant job in Independence, OH

    Golden Reserve is looking for an experienced financial retirement planner for our locations in our region Cleveland (Independence, Sheffield Village, Pepper Pike, Akron). We know the challenges you face to make it in the financial industry. Particularly, if you don't inherit a book of business, or your parents weren't a member of the right country club. We know about the empty promises you've probably heard to get you in the door but very little support and guidance once you get started. Golden Reserve built our company on trying to not just change the financial industry for retirees - but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows (********************************************************** Seminars and Digital channels. Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country. We provide: Salary : Retirement Planner (2-4 years of client selling experience) - $150,000, increasing to $175,000 in Year 2 Senior Retirement Planner (5+ years of client selling experience) - $175,000, increasing to $200,000 in Year 2 Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation Prospects - you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads Benefits - Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance We expect: · Conversion : we deliver the leads - we expect you to win and convert them into clients · Service : provide excellent customer service to your existing clients · Commitment : we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY - this is NOT a typical financial services position - so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don't take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials. Click to see our Radio, TV & YouTube shows (********************************************** and our CEO's Amazon bestselling book that defines our company's culture and mission - Fire Your Financial Advisor (********************************** You can also learn more at ********************** Requirements Three (3) years+ of new client meeting experience State Life and Health Insurance Licenses FINRA Series 65 registration, or equivalent GRIT - we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter Salary Description Starting at $175,000 base per yr plus incentives
    $150k yearly 60d+ ago
  • Student Financial Assistance Advisor

    Cuyahoga Community College (Tri-C 3.9company rating

    Finance consultant job in Cleveland, OH

    Department: Financial Aid Admin Reports To: Campus Director, Financial Aid & Scholarships Recruitment Type: External/Internal Employment Type: Full-Time Support Staff Union Work Schedule: Standard College Hours 8:30am-5pm, some evenings and weekends as required Number of Openings: 1 Job Description: SUMMARY The Student Financial Assistance Advisor ensures College goals are met with being the responsible partner for the overall management of financial aid services. This position analyzes the accuracy of data for determining the packaging of student financial awards in accordance with applicable regulations, statutes and policies. DUTIES AND RESPONSIBILITIES * Determines the packaging of student financial aid awards in accordance with applicable regulations, statutes and policies * Monitors, interprets and implements federal regulations pertaining to student loan, grant, and scholarship eligibilities and formulates or recommends changes to College policies and procedures to comply with regulatory changes. * Serves as an information resource to address any issues relating to compliance and financial aid. * Effectively communicates with other student services, staff or administrators, guarantor agencies, other schools, students and parents to resolve loan data conflicts. * Takes appropriate action upon the discovery of suspected fraud cases. * Refers students who are not in compliance with verification requests but have received funds to the appropriate areas. * Assists students in correcting excessive borrowing situations when they occur as well as returning to lender the portion of loan that exceeds federal limits. * Authorizes awarding of Tri-C Foundation scholarship and grant programs. * Utilizes electronic data exchange software to send and retrieve information from the Department of Education * Maintains files and databases; certifies student loan applications; implements, maintains and utilizes computer assisted financial aid management systems * Maintains College regulatory compliance in all federal and state student assistance programs; submits reports to federal and state agencies * Makes adjustments to over-under awards by determining the amount of aid to be cancelled or repaid while ensuring accuracy in system data entry and processing, and contacting students regarding possible alternatives * Assists in one or more major areas of Financial Aid: processes direct loans through Electronic Fund Transfer; and validates financial aid verification documents for the Pell Grant Program * Interviews and advises students in regard to educational financial planning; assists the Director with educational grants and loan programs, student employment and scholarship programs * Assists students in the completion of the application for public benefits as a part of the financial aid award and works collaboratively with the Manager, Student Financial Aid and Peer Financial Coach * Maintains confidentiality of information exposed to in the course of business regarding students, supervisors or other employees * Conducts financial aid and financial literacy workshops for prospective and continuing students * Contributes in the development and implementation of policies and procedures that ensures accuracy and equity in the delivery of financial aid programs by providing input, as needed * Performs other related duties within the job grade and job classification as assigned REQUIRED QUALIFICATIONS EDUCATION AND EXPERIENCE/TRAINING * Bachelor's degree * Three (3) years of professional financial aid experience in a college financial aid office * Experience supporting student success in financial aid advising and financial planning KNOWLEDGE, SKILLS and ABILITIES * Knowledge of federal and state financial aid regulations related to establishing student eligibility, financial aid awarding, disbursing of financial aid funds, and monitoring federal and state student financial aid programs. * Proficient with an automated database system (i.e. BANNER) * Basic skills in keyboarding, math, and grammar, word processing (MS Word) and spreadsheet applications (MS Excel) * Superior organizational, customer service, problem solving, decision making and conflict resolution skills * Ability to work independently and as part of a team * Prioritize several tasks and assignments to meet department deadlines * Accuracy and strong attention to detail * Ability to be a reasonable, fair and equitable decision-maker * Embodies a high level of integrity and maintains confidentiality * Outstanding verbal communication and presentation skills * Sensitivity to respond appropriately to the needs of a diverse population PREFERRED QUALIFICATIONS (Or equivalent job-related experience providing the necessary knowledge, skill, and abilities to perform the functions of this position proficiently) EDUCATION AND EXPERIENCE/TRAINING * Financial Literacy/Education Certification * Experience working with automated financial aid systems KNOWLEDGE, SKILLS and ABILITIES * Knowledge of federal IRS rules that deal with individual taxpayer returns ESSENTIAL FUNCTIONS (The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.) The work is performed in a normal, professional office environment typically in a college environment. The work area is adequately lighted, heated and ventilated. Typically, the employee may sit comfortably to perform the duties of the job and will perform repetitive motions with hands/fingers using a computer mouse and keyboard to type. However, there may be some walking; standing; bending; carrying of light items such as papers, files, pamphlets, books, etc. Work may also require walking and standing in conjunction with travel to and attendance at meetings and conferences away from the worksite. Special Note: This is a Full-Time 1199/SEIU Bargaining Unit, salary grade 9 position. Compensation is $54,812 annually. Full-Time (1199/SEIU) bargaining unit employees at Cuyahoga Community College will be considered first for vacant positions. Special Instructions to Applicants: During the application process, you may be required to attach a cover letter and/or resume. It is recommended that you have these documents ready to be attached electronically to the online application. This system accepts only MS Word or PDF attachments. Any employment with the College is contingent upon satisfactory completion of a background check and drug screen. Affirmative Action Statement: Cuyahoga Community College is committed to attaining excellence through the recruitment and retention of a qualified and diverse workforce. Cuyahoga Community College is an equal employment/educational opportunity institution.
    $54.8k yearly 60d+ ago
  • Corporate Finance & Accounting - Talent Network

    Arhaus 4.7company rating

    Finance consultant job in Boston Heights, OH

    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.
    $60k-95k yearly est. 60d+ ago
  • Financial Accounting Database Analyst, Senior

    Elevance Health

    Finance consultant job in Independence, OH

    **Location:** 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. Alternate locations may be considered if candidates reside within a commuting distance from an office. 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. The **Financial Accounting Database Analyst, Senior** is responsible for providing technical database analysis leadership. Sets strategic direction of projects related to medium to high complexity databases and/or related analysis and reporting. **How You Will Make an Impact** Primary duties may include, but are not limited to: + Manages database processes, related analysis and reporting. + Reviews and approves changes to database coding. + Prepares and reviews monthly and quarterly financial reports and complex analysis related to these databases. + Designs research plans for data gathering and analysis; manages projects to deadlines. Initiates and resolves complex database issues requiring technical expertise. + Analyzes, reports, and develops recommendations on data related to complex and varied business metrics. + Develops appropriate diagnostic analysis and reporting and/or tracking data that will translate business requirements into usable decision support tools. + Leads a team of associates, mentors, trains, and coaches lower level analysts. **Minimum Requirements:** Requires a BA/BS in Accounting, Finance, or related field and a minimum of 5 years experience in database administration (Access, Teradata, SQL server), general accounting, finance or budgeting and planning in a large for profit organization; or any combination of education and experience, which would provide an equivalent background. For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $76,960 to $138,528. Locations: California; Columbus, OH; District of Columbia (Washington, DC); Illinois; Maryland; Massachusetts; Minnesota; New Jersey; New York In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws _._ * The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. 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-62k yearly est. 12d ago
  • Loan Sales Finance Analyst

    Builders Capital 4.2company rating

    Finance consultant job in Cleveland, OH

    Builders Capital, the nation's largest private construction lender, is looking for a talented Loan Sales Finance Analyst to join our fast-growing team. The Loan Sales Finance Analyst is responsible for managing the accounting and financial reporting of loan transactions from sales to payoff, ensuring accuracy, compliance, and timely processing. This role works closely with capital partners and other internal teams to support the execution, settlement, and reconciliation of loan sales and related financial activities. At Builders Capital, we are on a mission to reshape the future of construction financing. As the nation's largest private construction lender, we provide innovative, tailored financing solutions to developers, builders, and investors. Our goal is simple: to be our clients' most valued partner by offering aggressive rates, flexible loan terms, and unmatched service. We're setting ourselves apart by being creative in our financing solutions, leveraging cutting-edge technology, and maintaining an agile, in-house servicing team that ensures quick funding and a smooth process. Builders Capital is leading the charge in addressing the nationwide housing shortage, with approximately 5 million homes needed to meet demand. We're here to help build those homes, one project at a time. What You'll Do: Manage daily and monthly asset-level reconciliations between loan management system, capital partners, custodial bank accounts, and the general ledger. Prepare and review daily, weekly and monthly capital partner transaction requests and reporting, including cash receipts, remittances, servicing fees, and advances. Partner with Servicing and Accounting to investigate and resolve reconciling items or cash discrepancies. Support internal and external audit requests and assist in implementing internal control processes. Collaborate with capital partners and other internal teams to support loan sales transactions and on-board new relationships Maintain strong relationships with capital partners and respond to inquiries and reporting requests as needed Develop and enhance reporting tools and process automation for improved efficiency and accuracy. Assist with special projects, system implementations, and ad-hoc financial analyses. Requirements Experience: 3+ years of finance or accounting experience, preferably in loan sales, banking, or financial services. Strong Leadership Skills: A proven track record of leading teams and managing workflows in a fast-paced environment. Analytical Mindset: Strong analytical skills with advanced Excel proficiency. Excellent Communication: You must be able to communicate effectively with internal and external teams - always with professionalism and clarity. Attention to Detail: A keen eye for detail, ensuring the integrity of all financial transactions and loan resolutions. Adaptability: Builders Capital operates in a rapidly evolving market, and we need someone who thrives in a dynamic environment and is proactive in seizing opportunities. Benefits At Builders Capital, we believe in taking care of our team. Here's a sneak peek at the benefits that come with joining us: Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources. Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life. National Impact: Be part of a nationwide operation that's shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S. Health Insurance - We've got you covered! Builders Capital pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans. Competitive Compensation - We offer competitive wages that reward your expertise and hard work. Paid Time Off - Take time to recharge with 3 weeks of paid time off each year. Paid Holidays - Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love. We're here to support you both professionally and personally-because when you thrive, we all thrive. This job posting highlights the most critical responsibilities and requirements of the job; however, there may be additional duties, responsibilities, and qualifications for this job. Builders Capital is an Equal Opportunity Employers (EEO) and welcome all qualified applicants. This is a full-time, exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.
    $48k-66k yearly est. Auto-Apply 28d ago
  • Financial Sales Representative

    Atlas Navigators LLC

    Finance consultant job in Akron, OH

    Job DescriptionATLAS 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". Powered by JazzHR mgkq72PZzb
    $55k-79k yearly est. 9d ago
  • Entry Level - Financial Advisor - Cleveland (OH), Columbus (OH), Indianapolis (IN) (3963)

    EQH

    Finance consultant job in Cleveland, OH

    Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights • Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking • Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance • Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations • Location\: In-office presence required • Work-Life Balance\: Flexible schedule to maximize productivity and personal time Skills & Experience • Education\: Bachelor's degree or equivalent skills and work experience • Licensing\: State Life & Health, SIE, Series 7, Series 66 • Personal Attributes\: values-driven with a track record of success and accomplishment • Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence • Mindset\: entrepreneurial spirit with a desire to positively impact others' lives • Collaboration\: ability to work with and learn from top performers • Work Authorization\: must be authorized to work in the United States Training & Development • FINRA Sponsorship\: provided for required FINRA licensing • Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training • Virtual University\: access to Equitable Advisors' Virtual University for continuous learning • Mentorship\: opportunities for joint work and mentorship • Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed • Leadership Development\: access to Leadership Development School for those with management ambition • Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits • Sign-On Payment Eligibility\: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. • Stable Pay\: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $27,550 annually. • Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. • Benefits Eligibility\: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
    $27.6k yearly Auto-Apply 60d+ ago
  • Entry Level - Financial Advisor - Cleveland (OH), Columbus (OH), Indianapolis (IN) (3963)

    AXA Equitable Holdings, Inc.

    Finance consultant job in Cleveland, OH

    Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. * Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $27,550 annually. * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
    $27.6k yearly 60d+ ago
  • Merrill Experienced Financial Advisor

    Bank of America Corporation 4.7company rating

    Finance consultant job in Pepper Pike, OH

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective Job Description: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: * Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs * Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies * Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies * Source prospective clients and capitalize on referrals * Deliver customized solutions and the full resources of Bank of America Merrill * Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: * FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience * Established and portable practice with a minimum of $1MM in production * Experience managing client portfolios and driving growth * Proven relationship building and business development skills Desired Skills: * Bachelor's degree or higher strongly preferred * Proven ability to partner and promote lead generation. * Experience balancing investment management, sales activities and new client development. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written and verbal * Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40
    $50k-83k yearly est. 38d ago
  • Financial Analyst, Investment Banking

    Marshberry 4.0company rating

    Finance consultant job in Woodmere, OH

    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.
    $85k-100k yearly 60d+ ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance consultant job in Cleveland, 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 11d ago
  • Finance & Accounting Intern

    Sotera Health

    Finance consultant job in Broadview Heights, OH

    Sotera Health's Corporate Internship program's goal is to provide an engaging environment for our interns to launch their career in the corporate landscape and encourage them to achieve their goals and develop their skills. As an Intern, you'll have the opportunity to get involved in meaningful projects and take part in “real-work” experience in your field. You'll have the opportunity to network with industry leaders and meet and build lasting relationships with peers. Our interns work 40 hours a week during a 10-week summer program and are based out of headquarters in Broadview Heights, Ohio. The Finance and Accounting Intern(s) will be responsible in assisting with various projects within our Finance and Accounting departments. Our interns will have the opportunity to gain experiences across various functions, including General Accounting, Treasury, Payroll, Internal Audit, Tax, Financial Planning & Analysis, and/or Accounts Payable, etc. EDUCATION: Currently pursuing an undergraduate degree in Accounting or Finance Junior or senior level undergraduate status EXPERIENCE AND SKILLS: Willing to learn, dependable, and would work well in a team environment. Microsoft Office Skills (Excel, Word, Power Point) Ability to work in a fast-paced environment Strong verbal and written communication skills Ability to adjust to a flexible, hybrid work environment Participate in special projects as assigned Perform tasks as assigned with attention to detail across functional areas within the Finance and Accounting departments Contribute to team discussions, including asking questions, around planning, execution, and conclusions reached on the assigned tasks Participate in any internship trainings / lunch & learns to better understand our business
    $28k-40k yearly est. Auto-Apply 8d ago
  • Finance & Accounting Intern

    Sotera Health Services LLC

    Finance consultant job in Broadview Heights, OH

    Sotera Health's Corporate Internship program's goal is to provide an engaging environment for our interns to launch their career in the corporate landscape and encourage them to achieve their goals and develop their skills. As an Intern, you'll have the opportunity to get involved in meaningful projects and take part in "real-work" experience in your field. You'll have the opportunity to network with industry leaders and meet and build lasting relationships with peers. Our interns work 40 hours a week during a 10-week summer program and are based out of headquarters in Broadview Heights, Ohio. The Finance and Accounting Intern(s) will be responsible in assisting with various projects within our Finance and Accounting departments. Our interns will have the opportunity to gain experiences across various functions, including General Accounting, Treasury, Payroll, Internal Audit, Tax, Financial Planning & Analysis, and/or Accounts Payable, etc.The name Sotera Health was inspired by Soteria, the Greek goddess of safety, and reflects the Company's unwavering commitment to its mission, Safeguarding Global Health . Sotera Health Company is a leading global provider of mission-critical sterilization and lab testing and advisory services for the healthcare industry. With a combined tenure across our businesses of nearly 200 years and our industry recognized scientific and technological expertise, we help to ensure the safety of millions of patients and healthcare practitioners around the world every year. Across our 64 facilities worldwide, we have over 3,000 employees who are dedicated to safety and quality. We are a trusted partner to more than 5,800 customers in over 50 countries, including more than 40 of the top 50 medical device companies and 8 of the top 10 global pharmaceutical companies. Sotera Health goes to market through its three best-in-class businesses - Sterigenics , Nordion and Nelson Labs . Sterigenics is a leading global provider of outsourced terminal sterilization and irradiation services for the medical device, pharmaceutical, food safety and advanced applications markets. Nordion is the leading global provider of Co-60 and gamma irradiators, which are key components to the gamma sterilization process. Nelson Labs is a global leader in outsourced microbiological and analytical chemistry testing and advisory services for the medical device and pharmaceutical industries. Learn more about Sotera Health at soterahealth.com.
    $28k-40k yearly est. 8d ago
  • Finance & Accounting Intern

    Sotera Health Company

    Finance consultant job in Broadview Heights, OH

    Sotera Health's Corporate Internship program's goal is to provide an engaging environment for our interns to launch their career in the corporate landscape and encourage them to achieve their goals and develop their skills. As an Intern, you'll have the opportunity to get involved in meaningful projects and take part in "real-work" experience in your field. You'll have the opportunity to network with industry leaders and meet and build lasting relationships with peers. Our interns work 40 hours a week during a 10-week summer program and are based out of headquarters in Broadview Heights, Ohio. The Finance and Accounting Intern(s) will be responsible in assisting with various projects within our Finance and Accounting departments. Our interns will have the opportunity to gain experiences across various functions, including General Accounting, Treasury, Payroll, Internal Audit, Tax, Financial Planning & Analysis, and/or Accounts Payable, etc. * Participate in special projects as assigned * Perform tasks as assigned with attention to detail across functional areas within the Finance and Accounting departments * Contribute to team discussions, including asking questions, around planning, execution, and conclusions reached on the assigned tasks * Participate in any internship trainings / lunch & learns to better understand our business EDUCATION: * Currently pursuing an undergraduate degree in Accounting or Finance * Junior or senior level undergraduate status EXPERIENCE AND SKILLS: * Willing to learn, dependable, and would work well in a team environment. * Microsoft Office Skills (Excel, Word, Power Point) * Ability to work in a fast-paced environment * Strong verbal and written communication skills * Ability to adjust to a flexible, hybrid work environment
    $28k-40k yearly est. Auto-Apply 8d ago
  • Investment Banking Senior Analyst

    Brown Gibbons Lang & Company 4.0company rating

    Finance consultant job in Cleveland, OH

    Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries. Job Description BGL is hiring an Investment Banking Senior Analyst to work at our office in downtown Cleveland. Analysts at BGL are entrusted with a high level of responsibility as important contributors to the transaction team. Our analysts work closely with Associates and Senior Bankers in the preparation of presentation materials and analysis and frequently interact with clients. The job is fast-paced and the learning curve is steep, as Analysts work closely with clients and internal teams across multiple transactions. Analyst Responsibilities: Conducting industry research. Interacting with senior bankers and executives from client companies in preparation and presentation of transaction materials. Ensuring the accuracy and adherence to the firm's quality standards of all presentation materials and analyses. Supporting the firms' marketing and recruitment activities. Qualifications Analyst Qualifications: Candidates for this position should be dynamic, highly motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market. Successful candidates possess the following characteristics: Bachelor's Degree required One years' experience in an Investment Banking Analyst position Outstanding academic record Strong accounting and financial modeling knowledge and experience Excellent interpersonal skills Excellent written and verbal communication skills Ambitious team player with commitment to excellence Additional Information All your information will be kept confidential according to EEO guidelines.
    $77k-118k yearly est. 2d ago
  • Merrill Experienced Financial Advisor

    Bank of America 4.7company rating

    Finance consultant job in Pepper Pike, OH

    Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. 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.
    $50k-83k yearly est. 60d+ ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance consultant job in Beachwood, 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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $500 weekly Auto-Apply 14d ago

Learn more about finance consultant jobs

How much does a finance consultant earn in Cleveland, OH?

The average finance consultant in Cleveland, OH earns between $51,000 and $106,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Cleveland, OH

$74,000

What are the biggest employers of Finance Consultants in Cleveland, OH?

The biggest employers of Finance Consultants in Cleveland, OH are:
  1. Capgemini
Job type you want
Full Time
Part Time
Internship
Temporary