National Branch & Self-Directed Investing - Associate
Columbus, OH
Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business leaders on how to increase profitability and efficiencies.
As an Associate in National Branch & Service Finance, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.
Job responsibilities
Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
Complete efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics
Create financial business cases supporting business initiatives
Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management
Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
Help design new reports and dashboards to efficiently deliver the financial results to senior management
Enhance controls and streamline processes, introducing automation where possible
Required qualifications, capabilities, and skills
Bachelor's degree in Accounting, Finance or a subject of a technical nature
3+ years of work experience in Financial Services, and/or accounting/controller background
Advanced skills in Excel and PowerPoint
Proficiency with data mining/gathering and manipulation of data sets
Inquisitive, enthusiastic and diligent, and capable of challenging peers
Strong verbal and written communication skills, with the ability to articulate complex issues clearly
Ability to create ad hoc reporting for senior management
Proven track record for executing on special projects / assignments with little lead time or information
Highly motivated and able to thrive and think clearly under pressure and tight deadlines; self-starter with excellent time management/prioritization skills
Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.
Auto-ApplyFinance Summer Internship Positions
Columbus, OH
In this role, you will make an impact in the following ways: Financial Analyst - Provide financial and business analysis support for an entity, business segment, or corporate function. Financial Liaison for Non-Finance Leaders, providing reporting and analysis support. Lead, as well as participate, in process improvement efforts.
To be successful in this role you will need the following:
Financial Analyst
* Provide financial and business analysis support.
* Prepare statistical reporting, including financial performance, variance, and cost analysis.
* Prepare and compile annual budgeting and periodic forecasting data.
* Compile and prepare financial results and explanations to management.
* Prepares standard cost data and monthly cost updates, analyzes cost variances determining root causes and makes recommendations for improvement.
* Involved in the month-end close process, including the preparation of journal entries and account reconciliations.
Risk Insurance Analyst
* Assists in the day-to-day management and operations of the Corporate Risk Insurance department.
* Supports the Risk Insurance team in the coordination and placement of the Company's global Commercial insurance
programs (property, umbrella, liability, cargo, etc.) by preparing various insurance reports and analyses.
* Reviews risk management and insurance data and policies to assist in decision making.
* Analyze insurance, loss engineering reports and related items in order to mitigate the Company's exposures to
potential loss.
Finance Systems Support Analyst
* Supports the implementation, administration, and ongoing maintenance of finance systems.
* Develops an understanding of financial, accounting and treasury concepts and how to apply them to finance systems.
* Supports the development, testing, and delivery of systems improvement initiatives.
* Partners with finance systems team members, information technology teams and project management specialists to
develop, test and deliver finance system applications.
* Works with end users in developing customized reports and ad hoc analysis.
RESPONSIBILITIES
Degree Programs Considered : Bachelor's, Master's
Major Programs Typically Considered : Finance, Accounting, Economics, Management Information Systems, or Risk
Insurance
2026 Monthly Salary Range by Degree Level:
Bachelors : $3,500 - $4,400 Monthly
Masters: $5,600 Monthly
MBA: $7,000 - $9,400 Monthly
Please note that the salary range provided is a good faith estimate on the applicable range. The final salary offer will be determined after considering relevant factors, including a candidate's qualifications and experience, where appropriate.
Cummins Internship program criteria:
+ Must be a full-time enrolled student pursuing an undergraduate or graduate degree at an accredited U.S. college/university
+ Minimum 2.5 GPA
+ Must be able to complete a minimum of 10 weeks or a maximum of 12 weeks commitment
+ Must be able to complete 40 hours per week
+ Willingness to learn from others on the job
+ Must currently reside within the continental U.S.
Cummins and E-verify
At Cummins, we are an equal opportunity and affirmative action employer dedicated to diversity in the workplace. Our
policy is to provide equal employment opportunities to all qualified persons without regard to race, gender, color, disability,
national origin, age, religion, union affiliation, sexual orientation, veteran status, citizenship, gender identity and/or
expression, or other status protected by law. Cummins validates right to work using E-Verify. Cummins will provide the
Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information
from each new employee's Form I-9 to confirm work authorization.
QUALIFICATIONS
Ready to think beyond your desk? Apply for this opportunity to start your career with Cummins today.
careers.cummins.com
Not ready to apply but want to learn more? Join our Talent Community to get the inside track on great jobs and
confidentially connect to our recruiting team: ******************************
Job Finance
Organization Cummins Inc.
Role Category On-site with Flexibility
Job Type Student - Internship
ReqID 2422734
Relocation Package No
100% On-Site No
Cummins and E-Verify
At Cummins, we are an equal opportunity and affirmative action employer dedicated to diversity in the workplace. Our policy is to provide equal employment opportunities to all qualified persons without regard to race, gender, color, disability, national origin, age, religion, union affiliation, sexual orientation, veteran status, citizenship, gender identity and/or expression, or other status protected by law. Cummins validates the right to work using E-Verify and will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee's Form I-9 to confirm work authorization. Visit *************** to know your rights on workplace discrimination.
Staff Financial Advisor
Columbus, OH
Title:
Staff Financial Advisor
Status:
Full-time salaried
Reports to:
Director of Operations of Client Service Team
The
Staff Financial Advisor
has broad responsibility for client satisfaction and supports the lead advisor in the delivery of all services of the firm. The
Staff Financial Advisor
is a career path position; therefore, responsibility and client interaction will increase with experience.
Duties and Responsibilities
The
Staff Financial Advisor
position will focus in the following areas:
Client Service
Coordinate with team members to provide consistent, effective client support and service
Ensure timely follow up to client requests and act as point of contact when lead advisor is unavailable
Prepare financial statements and portfolio performance reports
Input tax and payroll data for income tax projections
Input data for cash flow and long-term retirement projections
Review and summarize estate documents, insurance policies, and employee benefits
Strive to increase personal and professional development
Continuing education and professional designations (e.g. CFP )
Active participation in one or more professional organizations
Volunteer in community, professional, and/or charitable organizations
Support the long-term strategic plan and vision of the firm
Adheres to firm's Core Values, Ground Rules, and Mission Statement
Utilize skillset on one of our firm's committees
Act as a mentor to Paraplanners and Interns
Be viewed as a team player by associates
Treat all associates with a high level of respect
Qualifications
The
Staff Financial Advisor
position typically requires the following qualifications:
Bachelor's Degree from an accredited college or university (preferably in Financial Planning, Business, Accounting, Finance, or related field)
At least 1 year experience in the Financial Services Industry
CFP Professional preferred, but not required
Proficiency with Microsoft Office Word, Excel, and Outlook required
Experience with eMoney or another financial planning software system is preferred, but not required
Experience with Orion or another portfolio management software system is preferred, but not required
Experience with Salesforce or another customer relationship management system preferred, but not required
Problem-solving ability, thoroughness, cautiousness, attention to detail
Strong written and verbal communication skills
Team player, professional, respectful in interactions with associates and clients
Takes initiative to research and resolve issues
Strict confidentiality of clients' information is a must
Demonstrated competency in financial planning, financial analysis, and investment research and strategies
Demonstrated ability to work independently, meet deadlines, and proactively address opportunities and needs
Salary and Benefits
Pay/benefits are competitive based on industry standards.
Salary rate based on experience
Bonus participation after one year with Summit
Benefits include health insurance, 401(k) plan, gym membership subsidy
Financial support for professional accreditation/continuing education requirements and other education/training opportunities
About Summit
Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900+ families. Operating since 1995, Summit manages over $1.7 billion in client assets. While some RIA firms focus on numbers, we at Summit focus on the people who make the numbers happen. So, we're always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We are well-established, growing, and encourage our clients and associates to suggest ways to improve our service delivery and operations-and make our firm an even better place to work. Our office is located at Easton Town Center, the premier shopping and entertainment district in central Ohio. We can help move your career from Now to Next.
Summit Financial Strategies, Inc. is an Equal Opportunity Employer
*****************
Experienced Financial Advisor - Columbus, OH
Columbus, OH
Financial Advisor - Columbus, OH
Empower Lives. Build Your Future. Thrive in Columbus, OH
Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Florida as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity.
At Coastal Wealth, we don't just offer jobs - we cultivate careers. Here, you'll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that's invested in your success.
What You'll Do:
Partner with clients to develop personalized financial strategies and long-term plans.
Offer guidance on investments, retirement, insurance, and wealth protection.
Build lasting relationships and grow your client base through trust and results.
What Makes Us Different:
Entrepreneurial Freedom - Be in business
for yourself
, but never
by yourself
.
Innovative Tools & Resources - Access cutting-edge tech and training to grow your practice.
Custom Solutions - Offer a full suite of financial products tailored to individual client needs.
Compensation & Benefits:
Commission-Based Role - Unlimited earning potential based on your effort and success.
Performance-Based Rewards - Your income reflects the value you bring.
Comprehensive Benefits Package - Including medical, dental, life, disability, and retirement plans.
Subsidized Benefits - For qualified Financial Services Representatives (contractual eligibility applies).
Ongoing Development - Coaching, mentorship, and advancement opportunities.
Schedule:
Full-Time | Monday-Friday
This is more than a job - it's your chance to create a business and legacy you're proud of. Join a firm that's focused on helping you grow - personally, professionally, and financially.
Responsibilities
Prospecting for clients through networking and referrals
Developing and maintaining long-term relationships with clients
Providing financial solutions for clients through fact gathering and needs analyses
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications
215 License Needed
Series
Mass Mutual Company
Series 7,6 and SIE preferred
Must be in Columbus, OH
Sales Experience Needed
Prospecting for clients through networking and referrals
Developing and maintaining long-term relationships with clients
Providing financial solutions for clients through fact gathering and needs analysis
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Upside Earning Potential
Compensation
$75,000 - $100,000+
About Coastal Wealth
At Coastal Wealth, we're more than a financial solutions firm - we're your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future.
Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life.
What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that's as unique as your aspirations.
2026 Finance - Local Government Summer Intern
Columbus, OH
The MORPC Local Government Summer Internship Program provides the opportunity for undergraduate and graduate students to obtain practical work experience with a local government within MORPC's 15-county region to prepare them for possible careers in public service. MORPC coordinates the recruitment and placement of students to match each host's request; hosts make the final hiring decision and provide an hourly wage. Interns work for a host for a minimum of 16 hours to a maximum of 40 hours per week for a 10- to 14-week period, which means there are both part-time and full-time positions available. The summer 2026 internship program will begin on May 12th and will end on August 14th.
Interns gain applicable knowledge to enhance classroom learning by working with current government professionals throughout Central Ohio and acquire insights into the services provided by a regional planning commission. Interns also can attend monthly commission meetings as well as special MORPC-sponsored events and are paired with a MORPC staff member to serve as their mentor during the summer internship program.
Previous Finance interns have gained experience using Microsoft Dynamics 365, Excel, CUBS, and other financial management software programs on the job. Specific past assignments include:
* Assisting with financial reporting, record keeping, and accounting relevant to local government in the form of invoices, payments, etc.
* Completing financial reconciliation projects, including the reconciliation of bank records and reconciliation for the purpose of grant reporting, budget analysis, and audits
* Conducting data analysis and participating in community outreach programs
* Creating a ratio analysis report showing the profitability of a city's divisions
* Providing administrative support, clerical assistance in office, and other duties as assigned
Qualifications
Students must meet the following requirements:
* 30 hours of completed college coursework
* Interest in public service careers
* GPA 3.0 or higher (preferred)
* Legally eligible to work in the United States
* Reliable transportation to and from work
* Attend a Central Ohio college OR attend other college and have access to local housing
Benefits
All MORPC internships are paid opportunities! Pay ranges between $15 to $20 per hour depending on the host.
Additional benefits include practical work experience, mentorship, and exposure to services offered by a regional planning commission.
Please apply online at ***************************** or you may mail a resume to:
MORPC Attn: GA-6-26
111 Liberty St., Suite 100
Columbus, OH 43215
*************
No phone calls please.
Accounting Consultant with Banking Experience (Columbus, OH)
Columbus, OH
Jefferson Wells has an immediate need for **Accountants with Banking Experience** who are available for contract/consulting jobs in the Columbus, Ohio area. We work with many prominent client companies, ranging from Fortune 500 to mid-size companies, who utilize our consultants for project solutions and temporary staffing opportunities. Assignments sometimes have the potential to convert to full-time positions with our clients. Opportunities include Contract/Consulting as well as "Temp-to-Perm" assignments and Direct Hire Perm jobs.
Our consultants are hired as W-2 employees, and are paid on an hourly basis though our regular weekly payroll. Health Benefits are also available.
**Please read the following before applying:**
- NO CORP-TO-CORP sub-contracting. Consultants must be willing to work as our direct W-2 employees.
- NO VISA SPONSORSHIP. Applicants must be eligible to work in the U.S. for any employer, without sponsorship.
- LOCAL NE OHIO CANDIDATES ONLY. Must already live in the Columbus area of Ohio. Relocation is not an option.
**Skills/Requirements:**
- **Bachelor's degree** in Accounting or Finance.
- **Accounting experience** within a **Banking** environment.
- Understanding of Generally Accepted Accounting Principles ( **GAAP** ).
- Experience with **month-end closings, journal entries, reconciliations** , etc.
If you feel you meet the qualifications and experience requirements listed above, please submit your resume along with your location, email address and phone number.
**For further information, contact:**
Michael Spiro, Senior Recruiter
Jefferson Wells, Great Lakes Region
Phone: ************
*************************************************************************
**JEFFERSON WELLS - Who We Are:**
Jefferson Wells (************************ a division of ManpowerGroup, is a professional services firm delivering solutions in Finance & Accounting, Internal Audit, Risk & Compliance and Tax. We put people to work in contract/consulting projects, as well as temp-to-perm jobs and permanent direct-hire positions with our clients.
**Why Work at Jefferson Wells:**
- Benefits Available: Medical, Dental, Vision, HSA, 401k.
- Weekly pay with direct deposit.
- Consultant Care Support.
- Free Training to upgrade your skills.
- Dedicated Career Partner to help you achieve your career goals.
_Jefferson Wells is an Equal Opportunity Employer._
_Awards Winner:_
_- "World's Most Admired Companies" (Fortune Magazine, 18 years running)_
_- "World's Most Ethical Companies" (Ethisphere Institute, 16 years running)_
ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.
2026 JPMorganChase Fellowship Program - Consumer & Community Banking (CCB)- Financial Advisor Development Program (FADP) Track
Westerville, OH
JobID: 210680025 JobSchedule: Full time JobShift: : JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
Tempe, AZ
Westerville, OH
About Our Track
Line of Business: Consumer & Community Banking (CCB)
Track: Financial Advisor Development Program Track (FADP)
The mission of the Financial Advisor Development Program Track (FADP) Program is to cultivate an inclusive community of Investment Professionals who are committed to the highest standards of excellence in client service. As a Fellow you will have the opportunity to enhance your investment, business knowledge, and professional skills. Our curriculum will provide a deep understanding of Service & Administration and National Branch, with exposure to other areas of J.P. Morgan Wealth Management. You will have access to professional and leadership training, along with networking opportunities, a developmental coach, and a financial advisor mentor.
In this program track, you will:
* Explore the Financial Advisor Role: Gain a comprehensive understanding of the responsibilities and impact of a Financial Advisor, focusing on client relationship management and strategic financial planning.
* Enhance Investment Knowledge: Deepen your expertise in investment strategies and market analysis, equipping you with the skills needed to provide informed advice.
* Service & Administration Mastery: Develop an understanding of service operations and administrative functions essential to supporting client needs effectively.
* Engage with National Branch: Learn about our remote advice channel, which delivers comprehensive financial planning and advice through video meetings, expanding your ability to connect with clients virtually.
This track is designed to expose you to a career as a Financial Advisor, emphasizing professional growth and client-focused excellence.
Recommended Course and/or Projects:
* Extracurricular engagement with investment or finance clubs
* Demonstrated interest in pursuing financial planning credentials
* Example projects: Client Proposal and Financial Presentation
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are ways for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
Auto-Apply2026 Finance - Local Government Summer Intern
Columbus, OH
The MORPC Local Government Summer Internship Program provides the opportunity for undergraduate and graduate students to obtain practical work experience with a local government within MORPC's 15-county region to prepare them for possible careers in public service. MORPC coordinates the recruitment and placement of students to match each host's request; hosts make the final hiring decision and provide an hourly wage. Interns work for a host for a minimum of 16 hours to a maximum of 40 hours per week for a 10- to 14-week period, which means there are both part-time and full-time positions available. The summer 2026 internship program will begin on May 12th and will end on August 14th.
Interns gain applicable knowledge to enhance classroom learning by working with current government professionals throughout Central Ohio and acquire insights into the services provided by a regional planning commission. Interns also can attend monthly commission meetings as well as special MORPC-sponsored events and are paired with a MORPC staff member to serve as their mentor during the summer internship program.
Previous Finance interns have gained experience using Microsoft Dynamics 365, Excel, CUBS, and other financial management software programs on the job. Specific past assignments include:
Assisting with financial reporting, record keeping, and accounting relevant to local government in the form of invoices, payments, etc.
Completing financial reconciliation projects, including the reconciliation of bank records and reconciliation for the purpose of grant reporting, budget analysis, and audits
Conducting data analysis and participating in community outreach programs
Creating a ratio analysis report showing the profitability of a city's divisions
Providing administrative support, clerical assistance in office, and other duties as assigned
Qualifications
Students must meet the following requirements:
30 hours of completed college coursework
Interest in public service careers
GPA 3.0 or higher (preferred)
Legally eligible to work in the United States
Reliable transportation to and from work
Attend a Central Ohio college OR attend other college and have access to local housing
Benefits
All MORPC internships are paid opportunities! Pay ranges between $15 to $20 per hour depending on the host.
Additional benefits include practical work experience, mentorship, and exposure to services offered by a regional planning commission.
Please apply online at ***************************** or you may mail a resume to:
MORPC Attn: GA-6-26
111 Liberty St., Suite 100
Columbus, OH 43215
*************
No phone calls please.
Oracle Cloud Finance Consultant - Senior Manager
Columbus, OH
**Specialty/Competency:** Oracle **Industry/Sector:** CM X-Sector **Time Type:** Full time **Travel Requirements:** Up to 80% A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance.
As part of our finance team, you'll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.
+ Deal effectively with ambiguous and unstructured problems and situations.
+ Initiate open and candid coaching conversations at all levels.
+ Move easily between big picture thinking and managing relevant detail.
+ Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.
+ Contribute technical knowledge in area of specialism.
+ Contribute to an environment where people and technology thrive together to accomplish more than they could apart.
+ Navigate the complexities of cross-border and/or diverse teams and engagements.
+ Initiate and lead open conversations with teams, clients and stakeholders to build trust.
+ Uphold the firm's code of ethics and business conduct.
**Job Requirements and Preferences** :
**Basic Qualifications** :
**Minimum Degree Required** :
Bachelor Degree
**Minimum Years of Experience** :
7 year(s)
**Preferred Qualifications** :
**Preferred Knowledge/Skills** :
Demonstrates proven intimate knowledge of Oracle Cloud application based solutions, including the following:
+ Successfully completing at least 1-3 full life-cycle implementations, assisting clients in the implementation and/or support of Oracle packaged solutions leading significant tracks on larger projects, leading medium sized consulting engagements, and/or leading production support efforts;
+ Intimate functional and technical knowledge and understanding of the Oracle Cloud product suite; and,
+ Intimate business process knowledge associated with the different Oracle Cloud Financials modules e.g., payment process, matching process, month-end close, etc.
Demonstrates proven intimate abilities with managing Oracle Cloud product suite leading on-shore and off-shore resources, especially with the following:
+ Designing, implementing and supporting complex business processes in an Oracle environment;
+ Understanding the importance of a structured, controlled production systems environment; and,
+ Developing strategy; as well as writing, communicating, facilitating, and presenting cogently to and/or for all levels of industry audiences, clients and internal staff and management.
Demonstrates intimate abilities and/or a proven record of success as a team leader by:
+ Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and,
+ Providing candid, meaningful feedback in a timely manner.
+ Keeping leadership informed of progress and issues.
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $124,000 - $280,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
\#LI-Hybrid
Senior Finance & Strategy Analyst, Institutional
Columbus, OH
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
Coinbase Institutional is building the most trusted, comprehensive platform for professional investors, enterprises, and financial institutions. From custody and prime brokerage to derivatives and tokenized assets, we are leading the way in shaping the bridge between traditional finance and onchain finance.
The Product Finance team at Coinbase are embedded partners and decision-makers within the areas they support. We collaborate directly with senior leaders across Product, Engineering, and Operations to provide the insights and frameworks that guide Coinbase's most critical strategic and financial decisions.
*What you'll be doing:*
* Act as the primary finance partner for Coinbase's Institutional businesses, including custody, prime services, derivatives, and more.
* Build and maintain robust financial and operating models to evaluate new initiatives (e.g., new custody features, tokenized securities, or derivatives products) and guide resource allocation.
* Lead forecasting, budgeting, and variance analysis, turning insights into actions that directly influence executive decision-making.
* Directly influence product strategy and insights that drive long-term growth
* Partner cross-functionally with Product, Data Science, Business Operations, Accounting, and Investor Relations to analyze performance, risks, and opportunities.
* Support critical finance processes, including board/executive reporting, month-end close, and quarterly earnings prep.
* Drive automation, dashboards, and AI-powered analytics to level up the quality and speed of financial insights.
*What we look for in you:*
* Minimum of 4 years of experience in strategic finance, investment banking, consulting, or high-growth tech/fintech.
* Strong analytical and modeling skills, with the ability to distill complex data into actionable insights.
* Proven ability to influence and partner with senior leaders across functions.
* A self-starter who thrives in ambiguity, takes ownership, and operates with a bias for action.
* Excellent communication skills, with the ability to connect the dots between financial outcomes and business strategy.
Job #: P72988
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)).
Pay Range:
$148,835-$175,100 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations***********************************
*Global Data Privacy Notice for Job Candidates and Applicants*
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required.
*AI Disclosure*
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
Senior Financial Accounting Analyst/Auditor
Columbus, OH
Senior Financial Accounting Analyst/Auditor (250008U4) Organization: InsuranceAgency Contact Name and Information: Kim Lowry ************Unposting Date: OngoingWork Location: 50 W Town St 50 West Town Street Suite 300 Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: 62.50Schedule: Full-time Work Hours: 40Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: AuditingTechnical Skills: Interpreting Financial Statements, Regulatory Compliance, Accounting and Finance, AuditingProfessional Skills: Analyzation, Attention to Detail, Results Oriented, Time Management, Written Communication Agency OverviewAbout Us:The Ohio Department of Insurance (ODI) was established in 1872 as an agency charged with overseeing insurance regulations, enforcing statutes mandating consumer protections, educating consumers, and fostering the stability of insurance markets in Ohio.Today, the mission of the Ohio Department of Insurance is to provide consumer protection through education and fair but vigilant regulation while promoting a stable and competitive environment for insurers.Please visit our website Department of Insurance and also find us on LinkedIn.Classification: Insurance Examiner/Analyst 2 Certified Public Accountant (CPA), Accredited Financial Examiner (AFE), or Certified Financial Examiner (CFE) designation/certification required.Job DescriptionThe Office of Risk Assessment is seeking a financially minded candidate with an advanced level of experience analyzing complex financial reports, reviewing and modifying data, and who can determine appropriate course of action to resolve complex issues.If this sounds interesting to you, continue reading below to learn more about this career opportunity with the Office of Risk Assessment.Key Responsibilities include but are not limited to the following:Performs in-house analysis of domestic &/or foreign insurance companies' financial condition to determine solvency & compliance to statutes & regulations, contacts companies regarding findings, determines need for subsequent action based on insurance companies responses to examinations & analysis.Prepares & recommends level of priority for each company & reviews audited financial statements, & other financial reports & periodically conducts reviews of other insurance examiner/analyst findings.Evaluates insurance companies' operations to determine if prior review recommendations have been implemented, assesses company progress toward implementation of prior examination & analysis recommendations & assumes responsibility for examination &/or analysis reports.Conducts, develops & maintains analysis process for use in financial assessment of annual & quarterly statements & maintains regulatory status reports for foreign &/or domestic companies; reviews various financial transactions for appropriateness & compliance to statutes & regulations.Performs comprehensive audits of all books, records, assets, liabilities, income, disbursements & operating policies & procedures & examines contracts to determine legality & propriety.Represents the Department at meetings with insurance companies &/or outside agencies; provides written &/or verbal response for request for information.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.QualificationsAccredited Financial Examiner (i.e., AFE) designation by Society of Financial Examiners; 2 yrs. department of insurance exp. &/or consulting exp. for a department of insurance related to financial solvency regulation; must provide own transportation; valid driver's license. -Or Certified Public Accountant (i.e., CPA) designation by state accountancy board; 3 yrs. exp. in accounting, internal auditing, finance, economics or insurance; must provide own transportation; valid driver's license. -Or Certified Financial Examiner (i.e., CFE) designation by Society of Financial Examiners; 3 yrs. department of insurance exp. &/or consulting exp. for a department of insurance related to financial solvency regulation; must provide own transportation; valid driver's license. -Or equivalent of Minimum Class Qualifications For Employment noted above may be substituted for experience but not for mandated licensure/designation. Job Skills: Auditing Supplemental InformationApplication Procedures:When completing the different sections of this application, be sure to clearly describe how you meet the minimum qualifications outlined in this job posting. We cannot give you credit for your Work Experience and Education & Certifications if you do not provide that information in your online application. Information in attached resumes or cover letters must be entered into your application in the appropriate Work Experience or Education & Certification sections to be considered.Status of Posted Positions:You can check the status of your application online by signing into your profile. Jobs you applied for will be listed. The application status is shown to the right of the position title and application submission details. Questions about the position not pertaining to your application status can be directed to: Kim Lowry @ ************.Applicants must be currently authorized to work in the United States on a full-time basis.Reasonable Accommodation: ODI does not discriminate on the basis of disability in its hiring or employment practices and complies with the ADA employment regulations. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact the agency Human Resource Offices' ADA Coordinator, Andrew Skal, by emailing ****************************** or calling ************. Otherwise, you will be given specific instructions on requesting an accommodation if you are invited to participate in a structured interview.Background Check Information:The final candidate selected for this position will be required to undergo a criminal background check. Section 2961 of the Ohio Revised Code (ORC) prohibits individuals convicted of a felony involving fraud, deceit or theft from holding a position that has substantial management of control over property of a state agency.ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
Auto-ApplySenior Financial Analyst - Utilities O&M (Contract to Hire)
Columbus, OH
Job Title: Senior Financial Analyst - Utilities O&M (Contract to Hire) Pay Rate: $60-$70/hour Work Schedule: Remote Mondays & Fridays; Onsite Tuesdays-Thursdays Contract Length: 1 Year (Strong possibility of extension or full-time conversion)
Contract Type: W-2 Only (U.S. Citizens - No visa sponsorships)
Position Summary
We are seeking a Senior Financial Analyst with strong FP&A experience to support Operations & Maintenance (O&M) forecasting, budgeting, and variance analysis within the utilities industry. This role will play a critical part in the financial planning cycle, working closely with stakeholders across real estate, facilities, and operational functions. The analyst will support leadership with actionable insights, scenario modeling, and reporting to help drive efficient financial operations.
This is a contract-to-hire role, ideal for professionals with strong experience in FP&A within utilities, energy, or infrastructure sectors. A background in real estate and facilities management is a strong plus.
Key Responsibilities
Lead financial planning, forecasting, and variance analysis for assigned utility O&M cost centers
Partner with business units and operational leaders to gather inputs and support cost management
Track actual vs. budgeted spend and provide monthly performance reporting with insights and recommendations
Support development of multi-year financial plans and O&M investment strategies
Prepare financial presentations and reports for executive leadership and planning committees
Develop driver-based models to support scenario planning and cost optimization
Identify process improvement opportunities in forecasting, tracking, and financial governance
Assist with ad hoc analyses and special projects related to real estate, facility spend, and capital/O&M alignment
Required Qualifications
5-8+ years of FP&A or financial analysis experience, preferably in utilities, energy, or infrastructure
Hands-on experience with Operations & Maintenance (O&M) financial planning
Proficient in Excel, financial modeling, and reporting tools (e.g., Power BI, SAP, Oracle, Hyperion, or similar)
Strong analytical, problem-solving, and communication skills
Experience working with operational leaders, engineers, or real estate teams on cost control
Ability to explain financial insights to non-finance audiences and drive data-informed decisions
Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred)
Preferred Qualifications
Experience supporting real estate and facilities financial operations
Familiarity with utility industry regulations and cost recovery frameworks
Experience with capital vs. O&M allocation, lease accounting, or asset lifecycle management
Comfortable working in fast-paced, matrixed organizations and collaborating across finance and operations
Senior Financial Analyst
Columbus, OH
Senior Financial Analyst - (04XZK) Description At Bath & Body Works, everyone belongs. We are committed to creating a culture of belonging focused on delivering exceptional fragrances and experiences to our customers. We focus on recruiting, retaining, and advancing top talent.
In addition, we work to improve our communities and our planet to help the world live more fully.
The Senior Financial Analyst on the International Financial Reporting team is responsible for moderately to highly complex accounting and reporting activities related to General Ledger Financial Reporting.
The Senior Financial Analyst owns the reporting, reconciliation and general ledger activities for International and the resulting reporting and analysis.
In addition, this role maintains relationships with external partners, FP&A and Finance teams, Tax Analysts, and other various accounting resources.
This role requires a background in accounting with the ability to perform financial data analysis.
Responsibilities:· Accrual and billing of all royalties for international franchise partners, and providing forecast guidance related to royalty activities· Assist in the monthly and quarterly close cycles, including the preparation of journal entries, account reconciliations and internal controls· Support financial statement disclosures requirements and statutory financial statements, including underlying support· Build strong relationships with cross-functional business and external partners· Clearly articulate and present ideas and explanations to all levels of management· Identify and implement accounting process changes in support of continued growth of the business· Training and development of the Sr.
Accountant position, who will report directly to the Senior Financial Analyst· Perform ad hoc financial analysis and special projects as needed Qualifications · 4-6 years of relevant Accounting and/or Finance experience (public accounting firm experience preferred)· Seasoned analytical, system and accounting skills (strong understanding of GAAP)· Strong organization and time management skills· Excellent verbal and written communication and presentation skills· Proven ability to multi-task and work independently; ability to meet all deadlines and handle multiple objectives in a fast-paced environment· Strong computer skills including Microsoft Office and accounting system packages; experience with SAP preferred Education:· Bachelor's Degree in Accounting or Finance is required, with CPA a plus Core CompetenciesLead with Curiosity & HumilityBuild High Performing Teams for Today & TomorrowInfluence & Inspire with Vision & PurposeObserve, Engage & ConnectStrive to Achieve Operational ExcellenceDeliver Business ResultsBenefitsBath & Body Works associates are the heart of our business.
That's why we're proud to offer benefits that empower you to Dream Bigger & Live Brighter.
Benefits for eligible associates include: Robust medical, pharmacy, dental and vision coverage.
Plus, access to our onsite wellness center and pharmacy located at the Columbus, OH home office.
401k with company match and Associate Stock Purchase with discount No-cost mental health and wellbeing support through our Employee Assistance Program (EAP) Opportunity for paid time off and paid parental leave.
Plus, access to family and lifestyle programs including a family building benefit, childcare discounts, and home, auto and pet insurance.
Tuition reimbursement and scholarship opportunities for post-secondary education programs40% merchandise discount and gratis that encourages you to come back to your senses!Visit bbwbenefits.
com for more details.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.
They are not intended to be an exhaustive list of all responsibilities, duties and skills required.
We will consider for employment all qualified applicants, including those with arrest records, conviction records, or other criminal histories, in a manner consistent with the requirements of any applicable state and local laws.
Please see links: Los Angeles Fair Chance In Hiring Ordinance, Philadelphia Fair Chance Law, San Francisco Fair Chance Ordinance.
We are an equal opportunity employer.
We do not make employment decisions based on an individual's race, color, religion, gender, gender identity, national origin, citizenship, age, disability, sexual orientation, marital status, pregnancy, genetic information, protected veteran status or any other legally protected status, and we comply with all laws concerning nondiscriminatory employment practices.
We are committed to providing reasonable accommodations for associates and job applicants with disabilities.
Our management team is dedicated to ensuring fulfillment of this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, associate activities and general treatment during employment.
We only hire individuals authorized for employment in the United States.
Application window will close when all role(s) are filled.
Primary Location: United States-Ohio-ColumbusWork Locations: L Brands Home Office.
Three Limited Parkway Columbus 43230Job: Financial AnalysisOrganization: BBW Home OfficeSchedule: RegularShift: StandardEmployee Status: Individual ContributorJob Type: Full-time Job Level: Day JobJob Posting: Dec 19, 2025, 1:25:51 AMPay Transparency Locations: Refer to careers.
bathandbodyworks.
com for required wage information
Auto-ApplyMerrill Experienced Financial Advisor
Columbus, 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
Summer 2026 Nationwide Financial Actuarial Internship
Columbus, OH
As a team member in Finance at Nationwide, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.
Summary
Job Description
As a Financial Services Actuarial Intern, expect an exciting, challenging experience where you learn something new every day. Expect to be developed by a group of associates who combine support with a strong work ethic. Expect an experience that will kick start your career in the actuarial field.
A program for your success:
The Nationwide Financial Services Actuarial Intern Program is a 12-week summer internship in Columbus, Ohio that provides participants with opportunities to gain valuable experience in the actuarial field. You'll receive the chance to work in and learn about actuarial pricing, product development, valuation and financial reporting in the areas of life insurance, annuities and retirement plans.
Your benefits:
Learning opportunities. In addition to working on an actuarial team, you'll have the opportunity to learn about the roles and responsibilities of all Nationwide actuarial teams through networking and a summer presentation series.
Developmental training. You'll receive extensive training in actuarial concepts, actuarial software and in the products we sell.
Social events. You'll have the opportunity to attend networking events with your actuarial colleagues, with associates across the company and with your fellow summer interns.
Leadership exposure. Throughout the summer, you will be able to connect with actuarial leaders and work on a project that adds value. At the end of your internship, you'll have the opportunity to present your research and findings to leadership to work on your communication skills and gain exposure.
Exam reimbursement:
We will reimburse the cost of one preliminary exam that occurs
after your internship start date and before the end of the calendar year.
Community service. Your development includes the opportunity to make a difference in the lives of others by participating in volunteer efforts.
Opportunities for full-time hire. Interns are strongly considered for future full-time positions.
Qualifications:
* Students pursuing a degree in Actuarial Science, Mathematics, Statistics or have a similar background in modeling, programming or quantitative analysis
* Superior academic achievement
* Experiences that demonstrate leadership qualities
* Communication and analytical skills
Nationwide does not participate in the Stem OPT Extension program. At its sole discretion, Nationwide determines whether to offer sponsorship for qualifying positions based on business need and budget. However, it is not usually available for entry level roles.
#wayup
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.
The national hourly pay range for Nationwide Internships is: $23 - $50
Auto-ApplySenior Financial Analyst
Dublin, OH
The full-time role of Senior Financial Analyst is an on-site position based in Columbus, OH. The Senior Financial Analyst will be responsible for analyzing financial data, identifying trends, evaluating performance, and providing actionable insights to improve restaurant operations. Day-to-day tasks include monitoring and reporting on key performance indicators, developing and implementing cost-saving strategies, and supporting the management team with data-driven decisions.
Essential Functions and Duties:
** Essential functions are the basic job duties that an employee must be able to perform, with or without reasonable accommodation.
Perform monthly and quarterly trend analysis for the company and business units versus performance targets
Collect various industry data and compare to business unit financial performance to identify any variations
Analyze data to find opportunities for improving sales, traffic, and profitability at the individual restaurant level
Assist in analyzing marketing campaign results, sales and pricing analysis, and food and labor costs
Assist in the development of financial forecasts, budgets, and projections, including targets related to Restaurant level EBITDA, expenses and productivity
Analyze and support business unit results and provide the operations team with data-driven insights into the financial health of individual restaurants and recommend corrective actions
Complete other ad hoc financial analysis
Compile and present financial information in reports, presentations, and dashboards for management and operations
Responsible for driving continuous improvement in financial analysis and reporting utilizing the various data collection systems.
Required Knowledge, Skills and Abilities:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, as assigned. The requirements listed below are representative of the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Analytical and quantitative skills: Ability to work with large datasets, identify trends, and perform complex analysis
Demonstrate Advanced Power BI, spreadsheet and database skills, and extensive experience with dashboards and data visualization tools
Proactive: must initiate analysis on their own and take initiative to challenge standard analysis and to look at new ways of solving problems
Intellectual curiosity: exhibit continuous drive to seek root cause of problems
Well-developed communication & interpersonal skills, and ability to clearly explain complex financial information to both financial and non-financial audiences.
Strong analytical, planning, problem solving, and decision making skills
Higher energy level and willing to conduct periodic travel to company locations
Education and Experience:
Bachelor's degree in Finance or related Business required
Must Have Experience with business intelligence platforms
3-5 years of experience in a financial or analytical role, in the multi-unit restaurant or retail industry
Understanding and experience with financial modeling, financial systems, and processes
Auto-ApplySenior Financial Analyst
Dublin, OH
The full-time role of Senior Financial Analyst is an on-site position based in Columbus, OH. The Senior Financial Analyst will be responsible for analyzing financial data, identifying trends, evaluating performance, and providing actionable insights to improve restaurant operations. Day-to-day tasks include monitoring and reporting on key performance indicators, developing and implementing cost-saving strategies, and supporting the management team with data-driven decisions.
Essential Functions and Duties:
** Essential functions are the basic job duties that an employee must be able to perform, with or without reasonable accommodation.
Perform monthly and quarterly trend analysis for the company and business units versus performance targets
Collect various industry data and compare to business unit financial performance to identify any variations
Analyze data to find opportunities for improving sales, traffic, and profitability at the individual restaurant level
Assist in analyzing marketing campaign results, sales and pricing analysis, and food and labor costs
Assist in the development of financial forecasts, budgets, and projections, including targets related to Restaurant level EBITDA, expenses and productivity
Analyze and support business unit results and provide the operations team with data-driven insights into the financial health of individual restaurants and recommend corrective actions
Complete other ad hoc financial analysis
Compile and present financial information in reports, presentations, and dashboards for management and operations
Responsible for driving continuous improvement in financial analysis and reporting utilizing the various data collection systems.
Required Knowledge, Skills and Abilities:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, as assigned. The requirements listed below are representative of the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Analytical and quantitative skills: Ability to work with large datasets, identify trends, and perform complex analysis
Demonstrate Advanced Power BI, spreadsheet and database skills, and extensive experience with dashboards and data visualization tools
Proactive: must initiate analysis on their own and take initiative to challenge standard analysis and to look at new ways of solving problems
Intellectual curiosity: exhibit continuous drive to seek root cause of problems
Well-developed communication & interpersonal skills, and ability to clearly explain complex financial information to both financial and non-financial audiences.
Strong analytical, planning, problem solving, and decision making skills
Higher energy level and willing to conduct periodic travel to company locations
Education and Experience:
Bachelor's degree in Finance or related Business required
Must Have Experience with business intelligence platforms
3-5 years of experience in a financial or analytical role, in the multi-unit restaurant or retail industry
Understanding and experience with financial modeling, financial systems, and processes
Auto-ApplyAssociate Financial Advisor
Mount Vernon, OH
**Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
**Job Overview**
**Position Schedule:** Full-Time
Branch Address: 120 E Chestnut, Mount Vernon, OH
This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants.
**If you're looking for a challenging and rewarding career** , the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
**We'll give you the support you need.**
**Our team will be there every step of the way, providing:**
+ Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
+ A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
**What characteristics would make you a successful Associate Financial Advisor?**
+ Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
+ Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
+ Resiliency and adaptability in a nimble learning environment
+ Attention to detail, strong organizational and time management skills
**Can you see yourself...**
+ Providing personalized investment and financial solutions to clients?
+ Cultivating relationships in your local community to grow the business?
+ Contributing to the branch business plan to increase branch effectiveness?
**As a salaried professional, you can also expect...**
+ A culture of continuous improvement and professional development
+ Full-time Associates receive the following benefits:
+ Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** .
**You'll be competitively compensated...**
+ Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
+ The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
**Hiring Minimum:** $61800.00
**Hiring Maximum:** $65600.00
Read More About Job Overview
**Skills/Requirements**
**Key responsibilities with existing and newly created clients**
Responsibilities may include:
+ Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
+ Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
+ Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
+ Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
+ Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
+ Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
+ Continually develop yourself to grow personally and professionally.
**Job Requirements**
+ High School Diploma/Equivalent required; Bachelor's degree preferred
+ Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
+ At least 3-5 years of relevant experience in securities industry preferred
+ FINRA licenses required within three months. State insurance licenses required
+ As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
College Financial Representative, Internship Program
Upper Arlington, 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
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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
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$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)
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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.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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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.
Auto-ApplyFinancial Administration Senior Analyst
Columbus, OH
The Financial Administration Senior Analyst, Assistant Vice-President (“AVP”) oversees the analysis, monitoring, and implementation of expense budgets as well as ensures timely payment of fund expenses. Additionally, AVPs coordinate and review the monthly and annual excise distribution processes, along with other reporting such as Total Returns, Board reporting and year-end tax reporting requirements. The AVP collaborates with other members of Financial Administration to support the review of monthly, semi-annual and annual reports for investment companies in accordance with U.S. Generally Accepted Accounting Principles (“GAAP”) and Securities and Exchange Commission (“SEC”) requirements as they relate to core functions previously mentioned.
Are the primary contact for clients; respond proactively to internal and external client inquiries
Are responsible for timely and accurate expense budgeting and payments
Coordinates and reviews the monthly and annual excise distribution process
Oversee monthly and quarterly client reporting (e.g. Total Returns and preparation of Board reports)
Coordinates fund year-end reporting (e.g. 1099-NEC and ICI Reporting)
Support the preparation and review of financial statements and SEC filings (e.g. N-PORT, N-MFP, N-CSR, N-CEN and 24F-2, N-1A etc.)
Demonstrate an advanced understanding of investment types, mutual funds, ETFs and financial markets
Lead training sessions to increase the team's knowledge
Identifies and/or implements process improvements to reduce risk and improve efficiency
Manage client projects and initiatives
Participates in department committees and other initiatives
Qualifications
Job Specifications:
Bachelor's Degree in Accounting, Finance, or business-related area or equivalent work experience
5-7 years accounting or reporting experience in the registered investment company or financial services industry
Prior team lead or supervisory experience preferred
Experience with FIS InvestOne fund accounting platform, including MBOR and OLE functionality, is a plus
Experience with Confluence Unity platform, including Publishing and Workbook functionality, is a plus
Advanced experience working with Microsoft Office applications required, specifically Excel
Ability to demonstrate the following attributes consistently:
Excellent attention to detail, a sense of urgency for deadlines, and solid organizational skills
Excellent written and verbal communication skills and interpersonal skills to foster client and internal relationships
Oversee the completion of daily workflow in accordance to internal controls and procedures
Proactively balance team resources and workflow requirements
Willingness to work outside of normal work hours when necessary, particularly during peak production cycles
Conduct monthly coaching/feedback sessions with direct staff
Escalate issues timely and appropriately to senior management
Develop/deliver executive summary reporting to senior management and clients
Oversee projects effectively
Motivated to continuous self-improvement
Ability to promote a positive working environment and influence others to embody the Citi Culture
Benefits
Competitive industry salary
Family medical, dental and vision insurance
Variety of flex spending accounts
Short- and long-term disability coverage
Retirement Account (401k) with generous employer match
Paid vacation, sick time and paid holidays
Generous maternity and paternity leave (after 1 year of employment)
Tuition reimbursement
Wellness program
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Job Family Group:
Operations - Transaction Services
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Job Family:
Fund Accounting
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Time Type:
Full time
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Primary Location:
Columbus Ohio United States
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Primary Location Full Time Salary Range:
$81,600.00 - $122,400.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Dec 30, 2025
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
Auto-Apply