Sap Finance Control Consultant (FICO)
Finance consultant job in Wickliffe, OH
Hello,
Greetings from Clifyx.
*********************************Visa (GC/USC)*******************************
Title: SAP Controlling SME
12+ Month Contract
As a SAP Controlling Subject Matter expert and lead, you will be a key player in the leading Core Product Costing and Profitability analysis Controlling Modules, you'll be the driving force behind a transformative initiative that streamlines our entire ecosystem. You'll partner with key stakeholders across all functional departments and spearhead the implementation of Finance and Controlling function in a S/4HANA implementation project.
Required Qualifications:
Bachelor's degree or foreign equivalent required from an accredited institution.
At least 10+ years of experience with Information Technology
U.S. Citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor it currently.
The location for this position is Ohio.
Preferred Qualifications:
At least 8-10 years of experience in SAP implementation programs in the modules of SAP Controlling Cost center accounting, Internal order Management, Product costing, Transfer pricing and Profitability analysis
Experience of Chemicals or other Process industries
Should have hands-on experience in SAP Controlling in a S/4HANA implementation programs
Areas of expertise - Primary (Controlling): Cost Center & Internal Order Accounting, Perform Product Cost Planning, Perform Period End Closing, Analysis and high quality, testing and implementing the solution, guide/able to manage overall SAP team for development and testing.
Excellent communication and documentation skills.
S4 HANA Certification
Strong Client Facing experience from offshore over video conferencing, great communication and presentations skills.
Strong
Ability to work with offshore teams and coordinating work delivery between onsite and offshore.
Flexible work timings required due to remote working environment including offshore overlaps twice a day.
Reporting, Settle Maintenance and Asset Financial
Areas of expertise - Secondary skill (Finance):Accounts Payable, Accounts Receivable, Manage GL accounting & reporting, Inter Company Reconciliation, Asset Accounting
Should be able to handle requirement gathering, blueprint, design, configuration, functional testing, test data setup etc.
Able to analyze business requirements, conceptual and detail design to meet business needs, involve on necessary SAP configurations, detailed functional/technical specifications with analytical skills with ability to work in advanced excel based data analysis.
Flexible work timings required to ensure overlaps with Onsite team
Thanks & Best Regards,
Vishal Swami - Clifyx (US IT Recruiter)
Contact Number- ************
LinkedIn: linkedin.com/in/vishal-swami-790a72179
Headquarters: South Plainfield, NJ - 07080
Investor Relations Analyst
Finance consultant job in Akron, OH
The Investor Relations Analyst supports effective communication with the investment community by preparing investor materials, conducting market and financial research, and leading quarterly KPI gathering to ensure accurate performance storytelling. The role also assists with investor targeting, monitors consensus and analyst coverage, analyzes peer earnings, and develops presentation materials, while collaborating with cross-functional teams to maintain clear and consistent messaging.
KEY RESPONSIBILITIES:
Support the drafting, refinement, and dissemination of quarterly reports, press releases, shareholder letters, and other materials to keep investors informed; leverage AI-driven sentiment analysis to evaluate tone, clarity, and market perception across communications
Partner with Finance and functional leaders to gather, validate, and interpret key performance metrics; ensure data accuracy and consistency for use in investor storytelling, earnings materials, and executive summaries
Conduct detailed analyses of the existing and prospective shareholder base to identify high-potential investors; synthesize insights into targeted outreach strategies that support long-term shareholder engagement
Monitor industry trends, macroeconomic developments, competitor performance, and regulatory changes; prepare concise research summaries and insights to inform leadership decision-making and investor positioning
Review and summarize peer earnings results, sector-wide commentary, and market reactions each quarter; highlight themes, risks, and opportunities relevant to the company's narrative and investor messaging
Track analyst models, estimates, and published research to ensure accuracy of consensus data; compile summaries of analyst commentary, ratings changes, and media coverage affecting investor sentiment
Assist in the creation, refinement, and regular update of presentation materials for investor meetings, conferences, and roadshows; ensure clarity, consistency, and alignment with corporate messaging
Partner with Finance, Corporate Communications, Legal, and Marketing to maintain alignment across disclosures and messaging; gather and catalog brand advertising (TV and social media) each quarter to support broader perception and narrative analysis
POSITION QUALIFICATIONS:
Bachelor's degree in Finance, Business, or a related field; with 2+ years work experience in finance, business, or a related area
Strong written and verbal communication skills
Excellent organizational and time management abilities
Experience in Microsoft Office Suite (Excel, PowerPoint, Word)
Attention to detail and accuracy
Ability to work collaboratively in a team environment
Interest in financial markets, macroeconomy, and investor relations
Someone who is local to the Akron, OH area and available to be in office for a hybrid schedule
BENEFITS AND PERKS:
Comprehensive healthcare, dental, and vision insurance to keep you and your family covered
Generous 401(k) matching after just one year to help secure your financial future
Ample paid time off, plus seven holidays to recharge and unwind
Exclusive discounts on premium merchandise just for you
Dynamic Learning & Development programs to support your growth
And more!
Senior Finance Manager - Cleveland District - Aramark Sports & Entertainment
Finance consultant job in Cleveland, OH
The Senior Finance Manager will be a key team leader and directly accountable for the operating and accounting controls of the locations assigned. This role will be available to work event-based hours, provide supervision, direction and maintain visible supportive leadership presence. The Sr. Finance Manager will work directly with management team and regional finance directors to enforce accounting procedures, implement internal controls, and develop financial analytics aimed at maximizing efficiency and profitability. The role is expected to ensure managers and other team members are informed of key performance indicators and trained on reporting requirements. The Sr. Finance manager will have direct oversight for preparation of the financial statements, including Operating Statement, Balance Sheet and Cash Flow statement. The Sr. Finance Manager is expected to be proficient in generally accepted accounting controls and have command of the financial statements and over the internal control environment.
COMPENSATION: The salary range for this position is $100,000 to $110,000. If both numbers are the same, that is the amount that Aramark expects to offer. This is Aramark?s good faith and reasonable estimate of the compensation for this position as of the time of posting. ?
BENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Additional benefits may include retirement savings plans like 401(k) and paid days off such as parental leave and disability coverage. Benefits vary by location and are subject to any legal requirements or limitations, employee eligibility status, and where the employee lives and/or works. For more information about Aramark benefits, click here Aramark Careers - Benefits & Compensation .
There is no predetermined application window for this position, the position will close once a qualified candidate is selected. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including, but not limited to, the Los Angeles County Fair Chance Ordinance for Employers, the California Fair Chance Act, and the San Francisco Fair Chance Ordinance to the extent that those laws apply to the opportunity.
Job Responsibilities
? Develop and elevate finance team and operations management with coaching and training
? Provide frequent communication with management team and RFD identifying areas in need of improvement that will impact business results and setting priorities for performance
? Meet or exceed compliance with all accounting and financial reporting requirements of the business
? Deliver detailed explanations of key variances between targets and actual results
? Support S&E growth opportunities by assisting with proforma builds and opening new accounts
? Develop analytical tools to help operators evaluate their business with the aim to achieve or exceed business targets
? Be accountable and have command of assets and liabilities related to business including but not limited to Accounts Receivable, Accounts Payable, Cash & Banking, Fixed Assets and Capital Expenditures
? Assist as needed Regional Finance Directors initiatives and related responsibilities
In addition the role will
? Effectively use deliberate influence strategies to impact, shape or re-direct behavior of other team members without formal authority
? Lead presentations and provide effectively written business correspondence
? Articulate the business trends and correlate results against management behaviors
? Take initiative to identify changes required and effectively implement process improvements
Qualifications
? Ideal candidate will possess a bachelor's degree in Finance or Accounting/ MBA preferred
? Minimum 7+ years of progressive financial experience required, including AP/AR, payroll, and P&L management
? Budgeting, forecasting, financial cost control planning & analysis and monthly reporting experience is a must
? Demonstrate ability to manage in a diverse environment with focus on client and customer services is essential
? Excellent oral and written communication skills, strong attention to detail and the ability to work under strict deadlines are essential
? Must be organized, demonstrate initiative and have ability to diagnose current state and achieve process improvement
? Excellent Microsoft Office, data provisioning and management skills required.
Education About Aramark
Our Mission
Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet.
At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law.
About Aramark
The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at or connect with us on Facebook , Instagram and Twitter .
Senior Finance Advisor
Finance consultant job in Cleveland, OH
The Senior Finance Advisor, Marketing/Digital Enablement is a key partner to the Marketing and Digital Enablement teams within M&C Americas and will play a critical role in driving the company's financial strategy, forecasting, and performance analysis. This role is instrumental in delivering best-in-class financial insights relating to margin, cash costs, and other components of financial delivery to communicate the underlying business performance of the Marketing organization.
The ideal candidate will be adept at translating complex financial data into actionable insights and work closely with leadership to support decision-making and business growth. The individual is a self-starter with comprehensive knowledge and experience with planning and performance management reporting processes. They will demonstrate the ability to grow professionally, have a strong work ethic and are eager to learn. The Senior Finance Advisor should be meticulous, collaborative, and an effective communicator. This role interacts with M&CA finance leadership and other M&CA partners and will make decisions related to financial procedures and forecasts, driving action across multiple functions.
This role will report to the Senior Finance Manager Strategy, Transformation and Retail Business Support.
**Key Accountabilities:**
+ Lead consolidated financial planning, budgeting, and forecasting for Marketing and Digital Enablement, ensuring accuracy and alignment with business objectives.
+ Manage monthly and quarterly performance reporting, delivering variance analysis and actionable insights to senior leadership.
+ Build and maintain financial models to evaluate new business opportunities, marketing initiatives, and loyalty programs, providing recommendations for improvement.
+ Prepare and present financial results and forecasts to leadership, clearly articulating drivers of performance and strategic implications.
+ Provide economic analysis and financial support for major initiatives and partnerships (e.g., Retail Operating System, Amazon, FNBO consumer card, WEX fleet program).
+ Oversee financial processes for payments and loyalty programs, including settlement, testing, and implementation of revised processes for new consumer programs.
+ Act as a trusted advisor to marketing and sales leadership, translating complex financial data into clear, compelling narratives that inform decision-making.
+ Collaborate with cross-functional teams to ensure alignment with broader business goals and support strategic decision-making.
**Job Functional Knowledge:**
+ Advance experience using various Microsoft Office Products including Microsoft Excel, PowerPoint, and Word. Understanding of SAP is preferred.
+ Extensive experience with financial reporting and analysis including a strong understanding of accounting and finance transactions.
+ Aware of key internal policies and external standards in the Plan to Perform and Investment Governance scope
+ Deep understanding of the principles of continuous improvement & process excellence
**Business Expertise:**
+ High level of eye for business across core bp businesses, including understanding the key regional dynamics within the bp business.
+ Extensive experience with financial reporting and analysis including a strong understanding of accounting and finance transactions.
+ High level of commercial acumen across key bp commercial constructs
**Leadership:**
+ Embrace strategic direction and influence key partners with buy-in to that direction
+ Leadership skills with the ability to build capability, influence beyond formal reporting lines and coach a diverse group of finance professionals in the Finance FBT
+ Directive, providing clear expectations and effective support
+ Able to cut through key issues and challenges and rapidly resolve with the right level of buy-in and support both from the Finance FBT teams.
**How much do we pay (Base)?** $127,000 - $237,000 *Note that the pay range listed for this position is a genuinely expected and reasonable estimate of the range of possible base compensation at the time of posting.
This position is eligible for US Benefits - Core. This position offers paid vacation depending on your years of relevant industry experience and will range from 120 - 240 hours[LC1] of vacation per year for full time employees (60 - 240 hours of vacation per year for part time employees). You will also be eligible for 9 paid holidays per year and 2 personal choice holidays. You may learn more about how we calculate paid vacation and view our generous vacation and holiday schedules at Core U.S. Benefits (************************************************* . Bp has a parental leave policy as well, which offers up to 8 weeks' paid leave for the birth or adoption of a child. Learn more by visiting Core U.S. Benefits (************************************************* .
We offer a reward package to enable your work to fit with your life. These offerings include a discretionary annual bonus program, long-term incentive program, and generous retirement benefits that include a 401k matching program. These benefits include a pension for eligible employee[LC2] . You may learn more about our generous benefits at Core U.S. Benefits (************************************************* .
As part of bp's wellbeing package, bp offers access to health, vision, and dental insurance, as well as life and Short-Term Disability and Long-Term Disability. You may learn more about our generous benefits at Core U.S. Benefits (************************************************* .
We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform crucial job functions, and receive other benefits and privileges of employment. Don't hesitate to get in touch with us to request any accommodations.
**Why join us**
At bp, we support our people to learn and grow in a diverse and ambitious environment. We believe that our team is strengthened by diversity. We are committed to fostering an inclusive environment in which everyone is respected and treated fairly.
There are many aspects of our employees' lives that are meaningful, so we offer benefits ( ******************************************** ) to enable your work to fit with your life. These benefits can include flexible working options, a generous paid parental leave policy, and excellent retirement benefits, among others!
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
**Travel Requirement**
Up to 10% travel should be expected with this role
**Relocation Assistance:**
This role is not eligible for relocation
**Remote Type:**
This position is a hybrid of office/remote working
**Skills:**
Analysis and modelling, Analytics, Commercial Acumen, Commercial performance management, Communication, Data visualization and interpretation, Financial Analysis, Integrated Planning, Investment appraisal, Performance management
**Legal Disclaimer:**
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status or disability status. Individuals with an accessibility need may request an adjustment/accommodation related to bp's recruiting process (e.g., accessing the job application, completing required assessments, participating in telephone screenings or interviews, etc.). If you would like to request an adjustment/accommodation related to the recruitment process, please contact us .
If you are selected for a position and depending upon your role, your employment may be contingent upon adherence to local policy. This may include pre-placement drug screening, medical review of physical fitness for the role, and background checks.
Investment Banking Associate
Finance consultant job in Cleveland, OH
Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries.
Job Description
Investment Banking Associates at Brown Gibbons Lang & Company have a strategic position and will oversee the preparation of financial analyses, conduct due diligence, develop offering presentation materials, and participate in the structuring and execution of a wide variety of transactions. Investment Banking Associates assume an integral role in transaction execution and client interaction, as well as participation in marketing efforts and identifying prospective clients.
Investment Banking Associate Responsibilities:
BGL Investment Banking Associates enjoy a high level of involvement at every stage of the transaction and frequently interact with senior level bankers and management of client companies. They are active contributors during every phase of the transaction process and are integral to each transaction team. Additionally, Associates work closely with senior bankers to assist with their new business efforts.
Investment Banking Associates at BGL act as primary processors of transactions and proposals. Associates are expected to master all aspects of transaction execution, including new business presentations, financial modeling and analysis, industry research, and preparation of other written materials.
Associates are required to have the ability to work on two to three transactions at any one time. As they become more experienced, Associates will be expected to manage transactions along with senior bankers and help coordinate the activities of team members, clients, attorneys, and accountants.
Job Responsibilities:
Supporting senior bankers in transaction execution and client management
Performing financial analysis
Identifying potential investors, buyers, acquisition targets or merger partners
Conducting industry research
Participating in new business development
Cultivating analyst development
Qualifications
Candidates for this position should be dynamic, highly-motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market.
Successful candidates possess the following characteristics:
Bachelor's Degree required, MBA preferred
Two or more years of previous experience in Investment Banking
Outstanding academic record
Strong accounting and financial modeling knowledge and experience
Excellent interpersonal skills
Excellent written and verbal communication skills
Ambitious team player with commitment to excellence
Additional Information
We have Investment Banking opportunities available in our Cleveland, OH and Chicago, IL offices.
Retirement Planner/Financial Advisor
Finance consultant job in Independence, OH
Golden Reserve is looking for an experienced financial retirement planner for our locations in our region Cleveland (Independence, Sheffield Village, Pepper Pike, Akron). We know the challenges you face to make it in the financial industry. Particularly, if you don't inherit a book of business, or your parents weren't a member of the right country club. We know about the empty promises you've probably heard to get you in the door but very little support and guidance once you get started.
Golden Reserve built our company on trying to not just change the financial industry for retirees - but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows
(********************************************************** Seminars and Digital channels.
Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country.
We provide:
Salary
:
Retirement Planner (2-4 years of client selling experience) - $150,000, increasing to $175,000 in Year 2
Senior Retirement Planner (5+ years of client selling experience) - $175,000, increasing to $200,000 in Year 2
Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation
Prospects
- you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads
Benefits
- Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance
We expect:
·
Conversion
: we deliver the leads - we expect you to win and convert them into clients
·
Service
: provide excellent customer service to your existing clients
·
Commitment
: we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training
If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY - this is NOT a typical financial services position - so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don't take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials.
Click to see our Radio, TV & YouTube shows (********************************************** and our CEO's Amazon bestselling book that defines our company's culture and mission - Fire Your Financial Advisor (**********************************
You can also learn more at **********************
Requirements
Three (3) years+ of new client meeting experience
State Life and Health Insurance Licenses
FINRA Series 65 registration, or equivalent
GRIT - we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter
Salary Description Starting at $175,000 base per yr plus incentives
Student Financial Assistance Advisor
Finance consultant job in Cleveland, OH
Department: Financial Aid Admin Reports To: Campus Director, Financial Aid & Scholarships Recruitment Type: External/Internal Employment Type: Full-Time Support Staff Union Work Schedule: Standard College Hours 8:30am-5pm, some evenings and weekends as required
Number of Openings: 1
Job Description:
SUMMARY
The Student Financial Assistance Advisor ensures College goals are met with being the responsible partner for the overall management of financial aid services. This position analyzes the accuracy of data for determining the packaging of student financial awards in accordance with applicable regulations, statutes and policies.
DUTIES AND RESPONSIBILITIES
* Determines the packaging of student financial aid awards in accordance with applicable regulations, statutes and policies
* Monitors, interprets and implements federal regulations pertaining to student loan, grant, and scholarship eligibilities and formulates or recommends changes to College policies and procedures to comply with regulatory changes.
* Serves as an information resource to address any issues relating to compliance and financial aid.
* Effectively communicates with other student services, staff or administrators, guarantor agencies, other schools, students and parents to resolve loan data conflicts.
* Takes appropriate action upon the discovery of suspected fraud cases.
* Refers students who are not in compliance with verification requests but have received funds to the appropriate areas.
* Assists students in correcting excessive borrowing situations when they occur as well as returning to lender the portion of loan that exceeds federal limits.
* Authorizes awarding of Tri-C Foundation scholarship and grant programs.
* Utilizes electronic data exchange software to send and retrieve information from the Department of Education
* Maintains files and databases; certifies student loan applications; implements, maintains and utilizes computer assisted financial aid management systems
* Maintains College regulatory compliance in all federal and state student assistance programs; submits reports to federal and state agencies
* Makes adjustments to over-under awards by determining the amount of aid to be cancelled or repaid while ensuring accuracy in system data entry and processing, and contacting students regarding possible alternatives
* Assists in one or more major areas of Financial Aid: processes direct loans through Electronic Fund Transfer; and validates financial aid verification documents for the Pell Grant Program
* Interviews and advises students in regard to educational financial planning; assists the Director with educational grants and loan programs, student employment and scholarship programs
* Assists students in the completion of the application for public benefits as a part of the financial aid award and works collaboratively with the Manager, Student Financial Aid and Peer Financial Coach
* Maintains confidentiality of information exposed to in the course of business regarding students, supervisors or other employees
* Conducts financial aid and financial literacy workshops for prospective and continuing students
* Contributes in the development and implementation of policies and procedures that ensures accuracy and equity in the delivery of financial aid programs by providing input, as needed
* Performs other related duties within the job grade and job classification as assigned
REQUIRED QUALIFICATIONS
EDUCATION AND EXPERIENCE/TRAINING
* Bachelor's degree
* Three (3) years of professional financial aid experience in a college financial aid office
* Experience supporting student success in financial aid advising and financial planning
KNOWLEDGE, SKILLS and ABILITIES
* Knowledge of federal and state financial aid regulations related to establishing student eligibility, financial aid awarding, disbursing of financial aid funds, and monitoring federal and state student financial aid programs.
* Proficient with an automated database system (i.e. BANNER)
* Basic skills in keyboarding, math, and grammar, word processing (MS Word) and spreadsheet applications (MS Excel)
* Superior organizational, customer service, problem solving, decision making and conflict resolution skills
* Ability to work independently and as part of a team
* Prioritize several tasks and assignments to meet department deadlines
* Accuracy and strong attention to detail
* Ability to be a reasonable, fair and equitable decision-maker
* Embodies a high level of integrity and maintains confidentiality
* Outstanding verbal communication and presentation skills
* Sensitivity to respond appropriately to the needs of a diverse population
PREFERRED QUALIFICATIONS
(Or equivalent job-related experience providing the necessary knowledge, skill, and abilities to perform the functions of this position proficiently)
EDUCATION AND EXPERIENCE/TRAINING
* Financial Literacy/Education Certification
* Experience working with automated financial aid systems
KNOWLEDGE, SKILLS and ABILITIES
* Knowledge of federal IRS rules that deal with individual taxpayer returns
ESSENTIAL FUNCTIONS
(The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
The work is performed in a normal, professional office environment typically in a college environment. The work area is adequately lighted, heated and ventilated. Typically, the employee may sit comfortably to perform the duties of the job and will perform repetitive motions with hands/fingers using a computer mouse and keyboard to type. However, there may be some walking; standing; bending; carrying of light items such as papers, files, pamphlets, books, etc. Work may also require walking and standing in conjunction with travel to and attendance at meetings and conferences away from the worksite.
Special Note: This is a Full-Time 1199/SEIU Bargaining Unit, salary grade 9 position. Compensation is $54,812 annually. Full-Time (1199/SEIU) bargaining unit employees at Cuyahoga Community College will be considered first for vacant positions.
Special Instructions to Applicants: During the application process, you may be required to attach a cover letter and/or resume. It is recommended that you have these documents ready to be attached electronically to the online application. This system accepts only MS Word or PDF attachments. Any employment with the College is contingent upon satisfactory completion of a background check and drug screen.
Affirmative Action Statement: Cuyahoga Community College is committed to attaining excellence through the recruitment and retention of a qualified and diverse workforce. Cuyahoga Community College is an equal employment/educational opportunity institution.
Financial Advisor Series 7, 65 or 66
Finance consultant job in Cleveland, OH
San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally.
Privately owned, well capitalized and strong balance sheet for our size
Experienced senior management team
Over $1 Billion of Customer Assets under management
In-house CIO
Top Tier Clearing, Custody and Technology
Highly Competitive Payouts (80% to 90%+ for independents) & Incentives
Onboarding Incentives including upfront forgivable transition loans
Fees such as E&O, Technology and Tickets below industry norm
Position Summary:
We are seeking highly motivated and results-oriented advisors to join our growing team. The ideal candidate will have a proven track record of success. This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization.
BD, RIA, and Insurance Platforms
We will consider both W2 and 1099 affiliations
Custody & Clearing with RBC & Schwab
We have attracted advisors from Regional, Wirehouse and Independent Firms
Qualifications:
5+ years of proven success
Series 7 (6) and 63 licenses are required
Self-starter with a strong work ethic and ability to work independently
Portable existing client relationships are a requirement
San Blas Securities is an Equal Opportunity Employer
This is a Remote (work from home/own office) position.
Auto-ApplyCorporate Finance - Talent Network
Finance consultant job in Boston Heights, OH
Arhaus was founded in 1986 on a simple idea: Furniture and décor should be sustainably sourced, lovingly made, and built to last. Today, we partner with artisans around the world who share our vision, creating beautiful, heirloom-quality pieces that can be used-and loved-for generations.
About Corporate Finance Roles at Arhaus
If you're seeking a challenging role in Corporate Finance but don't see an immediate opening that aligns with your expertise-whether in FP&A, Accounting, Treasury - or other parts of business. We encourage you to apply and submit your resume here. We actively pipeline talent and will reach out when a future opportunity becomes available that matches your skills.
If you are ready to take on a strategic role where your financial expertise directly drives operational efficiency and excellence, submit your information to our Talent Network.
* Education: Bachelor's degree in Finance, Accounting, or a related quantitative field.
* Technical Expertise:
* Advanced proficiency in Microsoft Excel, including functions, pivot tables, data analysis, and building robust financial models.
* Proficiency in Microsoft PowerPoint for presentation development.
* Core Knowledge: Functional knowledge of financial analysis, budgeting, forecasting, and the ability to write clear, compelling financial reports. Knowledge of GAAP accounting principles as they relate to budgeting and forecasting.
* Skills: Strong analytical, problem-solving, and communication (written and verbal) skills, with the ability to clearly articulate complex financial concepts to non-financial audiences.
* Character: A high level of ethics, integrity, judgment, and the ability to handle confidential information.
Successful candidates must be highly skilled, solutions-oriented leaders with a strong commitment to operational excellence and risk mitigation.
Arhaus is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Arhaus is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Arhaus are based on business needs, job requirements, and individual qualifications, without regard to race, color, sex, sexual orientation, gender identity, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Arhaus will not tolerate discrimination or harassment based on any of these characteristics. Arhaus encourages applicants of all ages.
Financial Advisor
Finance consultant job in Akron, OH
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
Auto-ApplyAccounting-Finance Rotating Intern
Finance consultant job in Cleveland, OH
We are currently seeking an intern to join our Applied Industrial Technologies (AIT) Accounting/Finance Department as part of a year-long rotational program. The person will rotate between six different departments within Accounting-Finance (approximately two months in each department). This will allow the individual to experience a variety of aspects of Accounting and Finance and better understand how each department helps support and drive the business.
The internship program is flexible and hours can be established to accommodate the student's class schedule. The expectation is that the intern will be full-time (40 hrs/week) in the summer and part-time during the winter/spring (being able to work 16-24 hrs/week). This position could involve limited travel during the summer (domestic only).
JOB DUTIES (Listed by Department)
Internal Audit - Test key SOX controls at AIT Corporate and specific Subsidiaries in order to properly assess the design and operating effectiveness of the control. This will also include operational controls and controls related to configuration (mainly SAP) that drive system functionality and business processes. Perform audit procedures, including identifying issues, reviewing and analyzing evidence, conducting interviews, and documenting the results of the procedures performed & conclusions reached. Will also compile audit findings and recommendations for modifications and improvements to processes and systems. Communicate corrective actions when necessary.
General Accounting - Participate in monthly close process. Utilize Cloud-based solution (Blackline) for processing journal entries including preparing supporting documentation. Preparing account reconciliations and supporting documentation. Research cost center general ledger posting inquires. Interact with various corporate and field associates to provide explanations of GL activity.
Treasury - Participate in various assignments to gain exposure in corporate treasury operations and procedures. Tasks include supporting the daily payment processing, reconciling cash activities and bank accounts, cash forecasting, debt and liquidity analysis, and treasury peer benchmarking. The candidate will also provide support around various investor relations functions including investor due diligence requests and shareholder analysis projects.
Financial Planning & Analysis (FP&A) - Support Applied's FP&A function through the construction and maintenance of financial models, report production, forecast tools, KPI's and other predictive models. Assist in the coordination and documentation of all monthly, quarterly and annual maintenance processes and upgrades to the Financial Planning/Forecast system.
Tax - Work with experienced tax team to provide assistance in a variety of tax areas such as domestic, state/local, sales/use, and international tax. This will include gaining experience with various tax calculations, supporting ongoing audits, and performing tax research. The ideal person for this role is comfortable multi-tasking and open minded to being exposed to many different tax areas.
Shared Services - Assist in executing a plan to optimize our lockbox matching process by analyzing data in SAP and HighRadius. Contact customers and coordinate mutual actions that will improve the automatic application of their payments.
Accounts Payable - Assist AP team with verifying both resale (US and Canada) and Non-resale invoices for processing correctly into SAP, enter tax and non-resale vouchers, work on invoice exceptions that have failed to automatically post to PO in an effort to post the invoice correctly for payment, assist with addressing GRIR instances where invoices have not been received. Interns will work with OCR and EDI software as well as learn the guidelines surrounding AP and the MDM process of adding or adjusting vendor master data.
Overall - Communicate effectively with business unit management, senior management and other company personnel about audit progress and developments. Work closely with other departments or divisions on matters of mutual concern and responsibilities.
POSITION REQUIREMENTS
Pursuing a Bachelor's degree in business with an Accounting or Finance major and/or a Master's degree (Accounting or Business Administration).
Completed at least through Junior Year of undergraduate studies (including introductory Accounting courses)
Basic concept understanding of Accounting, Finance and Sarbanes-Oxley (SOX).
General knowledge of management information systems terminology, concepts, and practices
DESIRED CHARACTERISTICS
Experience with SAP (auditing or functional)
Ability to work independently, but know when to escalate issues to supervisors.
Professional sense of independence, integrity and objectivity.
Highly motivated, self-directed individual.
Skill in conducting (self) quality control reviews of audit work products.
Skill in collecting and analyzing data, evaluating information and systems, and drawing logical conclusions (while applying professional skepticism).
Ability to maintain composure under pressure while effectively managing multiple projects and meeting multiple deadlines.
Skill in negotiating issues and resolving problems.
Proficient computer skills, including word processing, spreadsheet, systems documentation, audit packages, and other business software to prepare workpapers, reports, memos, summaries, and analyses.
Exemplify effective verbal and written communications, including active listening skills and skill in presenting findings and recommendations for improvement.
Ability to establish and maintain harmonious working relationships with co-workers, staff, and external contacts, and to work effectively in a professional team environment.
SKILLS/EXPERIENCE GAINED
Key accounting, financial, auditing and documentation skills
Enhanced data analysis capabilities
Enhanced business communication (both written and verbal) and team building skills
Experience in a professional business setting, including opportunities to interact with various levels of management
Experience with SAP (journal entries, transaction processing, auditing, executing queries, running reports and configuration testing)
Experience with Blackline systems (account reconciliations, journal entries, tasks).
Founded in 1923, Applied Industrial Technologies (NYSE: AIT) is a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. Our leading brands, specialized services, and comprehensive knowledge serve MRO and OEM end users in virtually all industrial markets through our multi-channel capabilities that provide choice, convenience, and expertise.
Applied Industrial Technologies is built on a philosophy that puts people first. We are an equal opportunity employer, and we are committed to a workforce in which we enforce fair treatment and provide growth opportunities for everyone. All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.
Auto-ApplyFinancial Solutions Advisor - Cleveland Market
Finance consultant job in Cleveland, OH
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Schedule - Monday thru Friday, with rotating Saturdays
Required Qualifications
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
Likes to learn, adapts to new information and seeks the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for
Desired Qualifications
Strong computer skills with an ability to multitask in a demanding environment.
At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained your insurance licenses.
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - OH - Cleveland - 2069 W 25th St - Ohio City (OH2245) Pay and benefits information Pay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Auto-ApplyFinancial Analyst, Investment Banking
Finance consultant job in Woodmere, OH
MarshBerry is growing! We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.
We are seeking a Financial Analyst to join our team. The Financial Analyst is responsible for analyzing client business and financial documents and preparing financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry's Financial Advisory Team.
Responsibilities:
• Collaborates as a key member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination.
• Responsible for researching, compiling and analyzing various metrics these may include statistics needed for valuation reports, and/or research needed for articles and presentations.
• Completes projects in desired timeframe prioritizing work following guidelines and metrics provided to complete multiple projects simultaneously.
• Develops client relationships by maintaining positive rapport with clients during projects.
• Supports client business performance improvement initiatives by providing analysis and recommendations for improved business and financial performance, in keeping with “proven practices” industry standards.
• Support new business generation through reactive methods to introduce our products and services.
• Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
• Any other special projects, tasks or duties as assigned.
Selection Criteria
Education & Experience:
• Bachelor's Degree in Business, Finance or Accounting. Master's Degree is a plus.
• Minimum of 1-3 years of experience in investment banking, transaction advisory, corporate development, assurance services, financial consulting, or financial services.
• Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar
database.
Other:
• Strong analytical and problem solving skills; techniques to identify and resolve issues
in a timely manner.
• Strong communication skills; both written and verbal with demonstrated creativity
with regard to work.
• Exceptional organization skills; using systematic methods to perform work and
creativity to recommend or create new work methods or procedures.
• Ability to multi-task; able to complete simultaneous projects and responsibilities with
extreme attention to detail according to required timelines and deadlines.
• Ability to work extended hours as needed. Some travel will be required.
Base salary target for CA: $75,000 - $90,000
Base salary target for NY: $85,000 - $100,000
Working at MarshBerry
Who We Are:
MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.
What We Do:
MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.
It's one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:
• Crain's Best Employers in Ohio
• The Nation's Best and Brightest in Wellness
• North Coast 99
• Top Work Places - The Plain Dealer
• Weatherhead 100
• West Michigan's Best and Brightest Companies to Work for
To learn more about MarshBerry, visit *******************
We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.
Loan Sales Finance Analyst
Finance consultant job in Cleveland, OH
Builders Capital, the nation's largest private construction lender, is looking for a talented Loan Sales Finance Analyst to join our fast-growing team. The Loan Sales Finance Analyst is responsible for managing the accounting and financial reporting of loan transactions from sales to payoff, ensuring accuracy, compliance, and timely processing. This role works closely with capital partners and other internal teams to support the execution, settlement, and reconciliation of loan sales and related financial activities.
At Builders Capital, we are on a mission to reshape the future of construction financing. As the nation's largest private construction lender, we provide innovative, tailored financing solutions to developers, builders, and investors. Our goal is simple: to be our clients' most valued partner by offering aggressive rates, flexible loan terms, and unmatched service. We're setting ourselves apart by being creative in our financing solutions, leveraging cutting-edge technology, and maintaining an agile, in-house servicing team that ensures quick funding and a smooth process. Builders Capital is leading the charge in addressing the nationwide housing shortage, with approximately 5 million homes needed to meet demand. We're here to help build those homes, one project at a time.
What You'll Do:
Manage daily and monthly asset-level reconciliations between loan management system, capital partners, custodial bank accounts, and the general ledger.
Prepare and review daily, weekly and monthly capital partner transaction requests and reporting, including cash receipts, remittances, servicing fees, and advances.
Partner with Servicing and Accounting to investigate and resolve reconciling items or cash discrepancies.
Support internal and external audit requests and assist in implementing internal control processes.
Collaborate with capital partners and other internal teams to support loan sales transactions and on-board new relationships
Maintain strong relationships with capital partners and respond to inquiries and reporting requests as needed
Develop and enhance reporting tools and process automation for improved efficiency and accuracy.
Assist with special projects, system implementations, and ad-hoc financial analyses.
Requirements
Experience: 3+ years of finance or accounting experience, preferably in loan sales, banking, or financial services.
Strong Leadership Skills: A proven track record of leading teams and managing workflows in a fast-paced environment.
Analytical Mindset: Strong analytical skills with advanced Excel proficiency.
Excellent Communication: You must be able to communicate effectively with internal and external teams - always with professionalism and clarity.
Attention to Detail: A keen eye for detail, ensuring the integrity of all financial transactions and loan resolutions.
Adaptability: Builders Capital operates in a rapidly evolving market, and we need someone who thrives in a dynamic environment and is proactive in seizing opportunities.
Benefits
At Builders Capital, we believe in taking care of our team. Here's a sneak peek at the benefits that come with joining us:
Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources.
Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life.
National Impact: Be part of a nationwide operation that's shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S.
Health Insurance - We've got you covered! Builders Capital pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans.
Competitive Compensation - We offer competitive wages that reward your expertise and hard work.
Paid Time Off - Take time to recharge with 3 weeks of paid time off each year.
Paid Holidays - Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love.
We're here to support you both professionally and personally-because when you thrive, we all thrive.
This job posting highlights the most critical responsibilities and requirements of the job; however, there may be additional duties, responsibilities, and qualifications for this job.
Builders Capital is an Equal Opportunity Employers (EEO) and welcome all qualified applicants. This is a full-time, exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.
Entry Level - Financial Advisor - Cleveland (OH), Columbus (OH), Indianapolis (IN) (3963)
Finance consultant job in Cleveland, OH
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
* Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
* Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
* Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
* Location: In-office presence required
* Work-Life Balance: Flexible schedule to maximize productivity and personal time
Skills & Experience
* Education: Bachelor's degree or equivalent skills and work experience
* Licensing: State Life & Health, SIE, Series 7, Series 66
* Personal Attributes: values-driven with a track record of success and accomplishment
* Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
* Mindset: entrepreneurial spirit with a desire to positively impact others' lives
* Collaboration: ability to work with and learn from top performers
* Work Authorization: must be authorized to work in the United States
Training & Development
* FINRA Sponsorship: provided for required FINRA licensing
* Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
* Virtual University: access to Equitable Advisors' Virtual University for continuous learning
* Mentorship: opportunities for joint work and mentorship
* Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
* Leadership Development: access to Leadership Development School for those with management ambition
* Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
* Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
* Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $27,550 annually.
* Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
* Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
Investment Banking Senior Analyst
Finance consultant job in Cleveland, OH
Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries.
Job Description
BGL is hiring an Investment Banking Senior Analyst to work at our office in downtown Cleveland. Analysts at BGL are entrusted with a high level of responsibility as important contributors to the transaction team. Our analysts work closely with Associates and Senior Bankers in the preparation of presentation materials and analysis and frequently interact with clients.
The job is fast-paced and the learning curve is steep, as Analysts work closely with clients and internal teams across multiple transactions.
Analyst Responsibilities:
Conducting industry research.
Interacting with senior bankers and executives from client companies in preparation and presentation of transaction materials.
Ensuring the accuracy and adherence to the firm's quality standards of all presentation materials and analyses.
Supporting the firms' marketing and recruitment activities.
Qualifications
Analyst Qualifications:
Candidates for this position should be dynamic, highly motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market.
Successful candidates possess the following characteristics:
Bachelor's Degree required
One years' experience in an Investment Banking Analyst position
Outstanding academic record
Strong accounting and financial modeling knowledge and experience
Excellent interpersonal skills
Excellent written and verbal communication skills
Ambitious team player with commitment to excellence
Additional Information
All your information will be kept confidential according to EEO guidelines.
Corporate Finance - Talent Network
Finance consultant job in Boston Heights, OH
About Arhaus
Arhaus was founded in 1986 on a simple idea: Furniture and décor should be sustainably sourced, lovingly made, and built to last. Today, we partner with artisans around the world who share our vision, creating beautiful, heirloom-quality pieces that can be used-and loved-for generations.
About Corporate Finance Roles at Arhaus
If you're seeking a challenging role in Corporate Finance but don't see an immediate opening that aligns with your expertise-whether in FP&A, Accounting, Treasury - or other parts of business. We encourage you to apply and submit your resume here. We actively pipeline talent and will reach out when a future opportunity becomes available that matches your skills.
If you are ready to take on a strategic role where your financial expertise directly drives operational efficiency and excellence, submit your information to our Talent Network.
Education: Bachelor's degree in Finance, Accounting, or a related quantitative field.
Technical Expertise:
Advanced proficiency in Microsoft Excel, including functions, pivot tables, data analysis, and building robust financial models.
Proficiency in Microsoft PowerPoint for presentation development.
Core Knowledge: Functional knowledge of financial analysis, budgeting, forecasting, and the ability to write clear, compelling financial reports. Knowledge of GAAP accounting principles as they relate to budgeting and forecasting.
Skills: Strong analytical, problem-solving, and communication (written and verbal) skills, with the ability to clearly articulate complex financial concepts to non-financial audiences.
Character: A high level of ethics, integrity, judgment, and the ability to handle confidential information.
Successful candidates must be highly skilled, solutions-oriented leaders with a strong commitment to operational excellence and risk mitigation.
Arhaus is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Arhaus is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Arhaus are based on business needs, job requirements, and individual qualifications, without regard to race, color, sex, sexual orientation, gender identity, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Arhaus will not tolerate discrimination or harassment based on any of these characteristics. Arhaus encourages applicants of all ages.
Loan Sales Finance Analyst
Finance consultant job in Cleveland, OH
Builders Capital, the nation's largest private construction lender, is looking for a talented Loan Sales Finance Analyst to join our fast-growing team. The Loan Sales Finance Analyst is responsible for managing the accounting and financial reporting of loan transactions from sales to payoff, ensuring accuracy, compliance, and timely processing. This role works closely with capital partners and other internal teams to support the execution, settlement, and reconciliation of loan sales and related financial activities.
At Builders Capital, we are on a mission to reshape the future of construction financing. As the nation's largest private construction lender, we provide innovative, tailored financing solutions to developers, builders, and investors. Our goal is simple: to be our clients' most valued partner by offering aggressive rates, flexible loan terms, and unmatched service. We're setting ourselves apart by being creative in our financing solutions, leveraging cutting-edge technology, and maintaining an agile, in-house servicing team that ensures quick funding and a smooth process. Builders Capital is leading the charge in addressing the nationwide housing shortage, with approximately 5 million homes needed to meet demand. We're here to help build those homes, one project at a time.
What You'll Do
* Manage daily and monthly asset-level reconciliations between loan management system, capital partners, custodial bank accounts, and the general ledger.
* Prepare and review daily, weekly and monthly capital partner transaction requests and reporting, including cash receipts, remittances, servicing fees, and advances.
* Partner with Servicing and Accounting to investigate and resolve reconciling items or cash discrepancies.
* Support internal and external audit requests and assist in implementing internal control processes.
* Collaborate with capital partners and other internal teams to support loan sales transactions and on-board new relationships
* Maintain strong relationships with capital partners and respond to inquiries and reporting requests as needed
* Develop and enhance reporting tools and process automation for improved efficiency and accuracy.
* Assist with special projects, system implementations, and ad-hoc financial analyses.
Requirements
* Experience: 3+ years of finance or accounting experience, preferably in loan sales, banking, or financial services.
* Strong Leadership Skills: A proven track record of leading teams and managing workflows in a fast-paced environment.
* Analytical Mindset: Strong analytical skills with advanced Excel proficiency.
* Excellent Communication: You must be able to communicate effectively with internal and external teams - always with professionalism and clarity.
* Attention to Detail: A keen eye for detail, ensuring the integrity of all financial transactions and loan resolutions.
* Adaptability: Builders Capital operates in a rapidly evolving market, and we need someone who thrives in a dynamic environment and is proactive in seizing opportunities.
Benefits
At Builders Capital, we believe in taking care of our team. Here's a sneak peek at the benefits that come with joining us:
* Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources.
* Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life.
* National Impact: Be part of a nationwide operation that's shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S.
* Health Insurance - We've got you covered! Builders Capital pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans.
* Competitive Compensation - We offer competitive wages that reward your expertise and hard work.
* Paid Time Off - Take time to recharge with 3 weeks of paid time off each year.
* Paid Holidays - Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love.
We're here to support you both professionally and personally-because when you thrive, we all thrive.
This job posting highlights the most critical responsibilities and requirements of the job; however, there may be additional duties, responsibilities, and qualifications for this job.
Builders Capital is an Equal Opportunity Employers (EEO) and welcome all qualified applicants. This is a full-time, exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.
Student Financial Assistant Advisor
Finance consultant job in Highland Hills, OH
Department: Student Financial Aid & Scholarships Reports To: Campus Director Financial Aid & Scholarships Recruitment Type: External/Internal Employment Type: Full-Time Support Staff Union Work Schedule: Standard College Hours Monday- Friday 8:30 am- 5:00 pm Some Evenings and Weekends may be required
Number of Openings: 1
Job Description:
SUMMARY
The Student Financial Assistance Advisor ensures College goals are met with being the responsible partner for the overall management of financial aid services. This position analyzes the accuracy of data for determining the packaging of student financial awards in accordance with applicable regulations, statutes and policies.
DUTIES AND RESPONSIBILITIES
* Determines the packaging of student financial aid awards in accordance with applicable regulations, statutes and policies
* Monitors, interprets and implements federal regulations pertaining to student loan, grant, and scholarship eligibilities and formulates or recommends changes to College policies and procedures to comply with regulatory changes.
* Serves as an information resource to address any issues relating to compliance and financial aid.
* Effectively communicates with other student services, staff or administrators, guarantor agencies, other schools, students and parents to resolve loan data conflicts.
* Takes appropriate action upon the discovery of suspected fraud cases.
* Refers students who are not in compliance with verification requests but have received funds to the appropriate areas.
* Assists students in correcting excessive borrowing situations when they occur as well as returning to lender the portion of loan that exceeds federal limits.
* Authorizes awarding of Tri-C Foundation scholarship and grant programs.
* Utilizes electronic data exchange software to send and retrieve information from the Department of Education
* Maintains files and databases; certifies student loan applications; implements, maintains and utilizes computer assisted financial aid management systems
* Maintains College regulatory compliance in all federal and state student assistance programs; submits reports to federal and state agencies
* Makes adjustments to over-under awards by determining the amount of aid to be cancelled or repaid while ensuring accuracy in system data entry and processing, and contacting students regarding possible alternatives
* Assists in one or more major areas of Financial Aid: processes direct loans through Electronic Fund Transfer; and validates financial aid verification documents for the Pell Grant Program
* Interviews and advises students in regard to educational financial planning; assists the Director with educational grants and loan programs, student employment and scholarship programs
* Assists students in the completion of the application for public benefits as a part of the financial aid award and works collaboratively with the Manager, Student Financial Aid and Peer Financial Coach
* Maintains confidentiality of information exposed to in the course of business regarding students, supervisors or other employees
* Conducts financial aid and financial literacy workshops for prospective and continuing students
* Contributes in the development and implementation of policies and procedures that ensures accuracy and equity in the delivery of financial aid programs by providing input, as needed
* Performs other related duties within the job grade and job classification as assigned
REQUIRED QUALIFICATIONS
EDUCATION AND EXPERIENCE/TRAINING
* Bachelor's degree
* Three (3) years of professional financial aid experience in a college financial aid office
* Experience supporting student success in financial aid advising and financial planning
KNOWLEDGE, SKILLS and ABILITIES
* Knowledge of federal and state financial aid regulations related to establishing student eligibility, financial aid awarding,
* disbursing of financial aid funds, and monitoring federal and state student financial aid programs.
* Proficient with an automated database system (i.e. BANNER)
* Basic skills in keyboarding, math, and grammar, word processing (MS Word) and spreadsheet applications (MS Excel)
* Superior organizational, customer service, problem solving, decision making and conflict resolution skills
* Ability to work independently and as part of a team
* Prioritize several tasks and assignments to meet department deadlines
* Accuracy and strong attention to detail
* Ability to be a reasonable, fair and equitable decision-maker
* Embodies a high level of integrity and maintains confidentiality
* Outstanding verbal communication and presentation skills
* Sensitivity to respond appropriately to the needs of the community
PREFERRED QUALIFICATIONS
(Or equivalent job-related experience providing the necessary knowledge, skill, and abilities to perform the functions of this
position proficiently)
EDUCATION AND EXPERIENCE/TRAINING
* Financial Literacy/Education Certification
* Experience working with automated financial aid systems
KNOWLEDGE, SKILLS and ABILITIES
* Knowledge of federal IRS rules that deal with individual taxpayer returns
ESSENTIAL FUNCTIONS
(The demands described here are representative of those that must be met by an employee to successfully perform the essential
functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential
functions.)
The work is performed in a normal, professional office environment typically in a college environment. The work area is adequately lighted, heated and ventilated. Typically, the employee may sit comfortably to perform the duties of the job and will perform repetitive motions with hands/fingers using a computer mouse and keyboard to type. However, there may be some walking; standing; bending; carrying of light items such as papers, files, pamphlets, books, etc. Work may also require walking and standing in conjunction with travel to and attendance at meetings and conferences away from the worksite.
Special Note: SEIU Full-Time Position: This is a Full-time (1199/SEIU) Bargaining Unit Position, Grade 09. Full-time (1199/SEIU) bargaining unit employees at Cuyahoga Community College will be considered first for vacant positions.
Target Hiring Rate: Minimum salary $54,812.00/annually
If hired, you must reside in the state of Ohio and be within commuting distance of this work location/campus to respond to onsite work demands upon the employment start date and throughout the duration of your employment with the College, as outlined in 3354:1-40-01.1 Recruitment and Selection Procedure.
Special Instructions to Applicants: During the application process, you may be required to attach a cover letter and/or resume. It is recommended that you have these documents ready to be attached electronically to the online application. This system accepts only MS Word or PDF attachments. Any employment with the College is contingent upon satisfactory completion of a background check and drug screen.
Equal Opportunity Statement: Cuyahoga Community College is committed to attaining excellence through the recruitment and retention of a qualified workforce. Cuyahoga Community College is an equal employment/educational opportunity institution.
College Financial Representative, Internship Program
Finance consultant job in Beachwood, OH
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
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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
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
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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.
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