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Russell Tobin 4.1
Finance consultant job in Columbus, OH
💼 Asset Movement Team Associate - Finance Entry-Level Opportunity (Full-Time)
🎯 Perfect for Recent Grads!
Are you a recent graduate with less than 1 year of experience or finance internships? This is your foot in the door to the finance industry!
⚠️ Contract Position - 3 months duration
📋 What You'll Do:
Review and approve money movement transactions 💸
Provide world-class customer service 🌟
Work with Morgan Stanley branch associates
Apply risk policies to prevent fraud 🔒
Stay current on SEC/FINRA compliance rules 📚
🎓 What We're Looking For:
Recent college graduates or equivalent experience
Basic experience with Microsoft Suite 💻
Strong communication and interpersonal skills 🗣️
Attention to detail and organizational skills 📊
Ability to learn new systems quickly ⚡
🌟 Why This Role?
Fast-paced, high-quality work environment
Team collaboration with critical thinking
Exposure to compliance and risk management
Technology and project experience
Excellent entry point into finance career!
💡 Additional Opportunities Available! We have other positions available for recent grads! If you think you'd be a good fit, please reach out to me - I'd love to discuss more opportunities that might align with your career goals! 📞✨
Job Title: Portfolio Management Group (PMG) Associate
Position Description: The Portfolio Management Group (PMG) at J.P. Morgan is seeking a proactive and growth-oriented Associate to join our dynamic team. PMG is responsible for the comprehensive management, monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1 million client accounts within J.P. Morgan Private Bank and U.S. Wealth Management.
Roles and Responsibilities:
Investment Implementation Portfolio Management:
Monitor, invest, manage, and trade both discretionary and non-discretionary scalable accounts across various products.
Review and trade client account portfolios, manage orders, and execute trades.
Manage cash and security activity/drift in client accounts.
Handle client account requests and maintenance.
Align client accounts for Manager Model Trades.
Knowledge and Oversight:
Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts.
Perform account oversight for model drift and strategy deviation.
Client and Internal Relationship Management:
Manage internal client relationships with Solutions Product Teams and Investors.
Collaborate with various business partners (Technology, Managed Product Operations, Product Teams) to develop new business processes/systems/applications, focusing on building automation, scale, and efficiencies.
Essential Skills/Qualifications:
Strong interest in and knowledge of financial markets and instruments.
High attention to detail and consistently demonstrates good judgment in risk and controls.
Ability to prioritize work independently and act with urgency to deliver accurate, timely results.
Capable of multitasking and thriving in a fast-paced, growing environment.
Demonstrates accountability and responsibility for actions and results.
Strong interpersonal and teamwork skills.
Proficiency in Python, including experience with libraries such as Pandas and NumPy for data analysis, insights, and automation.
Ability to utilize JPM AI resources and applications effectively.
Previous experience in alternatives, trading, or managed discretionary accounts implementation/management.
Requirements:
Bachelor's degree.
2+ years of experience in the financial services industry, with a preference for Private Wealth Management experience.
This position offers an exciting opportunity to work in a dynamic environment, contributing to the success of J.P. Morgan's wealth management services. We are looking for someone who is curious, eager to innovate, and ready to grow with us. If you are passionate about financial markets and have the skills and experience outlined above, we encourage you to apply.
$67k-123k yearly est. Auto-Apply 60d+ ago
Public Finance Investment Banking Analyst
Northland Securities 3.8
Finance consultant job in Columbus, OH
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$100k-150k yearly Auto-Apply 22d ago
Public Finance Investment Banking Analyst
Firstnational 3.8
Finance consultant job in Columbus, OH
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$100k-150k yearly Auto-Apply 22d ago
AWM, Portfolio Insights Analyst
Jpmorgan Chase 4.8
Finance consultant job in Columbus, OH
The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection. On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views.
The team is seeking an analyst to associate-level analyst to assist in servicing clients and continued growth of the program.
**Specific Responsibilities**
+ Construct analytics to ensure quick turnaround times for full-service requests across major channels.
+ Manage offshore channel analytics, escalating to specialists for client calls as needed.
+ Support program expansion into Canada by handling increased volume of full-service analytics.
+ Collate data from multiple sources and perform data manipulation for program-related content.
+ Assist team members with updating and producing timely intellectual capital content.
+ Distribute and discuss data-driven content across the organization, supporting program growth.
+ Respond to data requests and collaboration opportunities from other teams in a timely manner.
+ Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists.
**Preferred Qualifications**
+ 3+ years' work experience, ideally involving client interaction.
+ Demonstrated record of academic and professional achievement.
+ Ability to work effectively within a highly motivated and hard-working team as well as on own initiative.
+ Strong communication skills (written and oral).
+ Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes.
+ Ability to interact with colleagues at all levels.
+ Ability to create & articulate compelling, thoughtful and creative presentation materials.
+ Accuracy and attention to detail is essential with strong analytical acumen.
+ Strong technical skills, including a proficiency in PowerPoint, Excel and Word.
+ High intellectual aptitude.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $110,000.00 - $130,000.00 / year
$110k-130k yearly 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance consultant job in Beavercreek, 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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$59k-105k yearly est. Auto-Apply 15d ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance consultant job in Dublin, OH
What Financial Planning & Analysis contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
Responsibilities
* Execute key deliverables for monthly segment results and variance drivers
* Participate in development of annual segment budget and strategic financial plan (SFP)
* Prepare quarterly segment forecast, including drivers and analysis on variances
* Execute key deliverables which contribute to the Operating Committee materials and Finance slides for CEO staff meeting
* Collaborate with Investor Relations team in development of quarterly external messaging and materials for the segment
* Partner with Strategy and segment teams, contributing to quarterly Board of Directors materials for the segment
* Assist in developing segment calendar of deliverables and work closely with BU Finance teams to ensure timeliness and accuracy of materials
* Partner closely with Medical Segment BU Finance teams to understand the drivers of the business
* Own and maintain key aspects of the segment Admin expense budget, forecast and drivers, including collaborating with Corporate on allocations
* Partner with Enterprise team to manage segment deliverables
Qualifications
* Bachelor's degree in related field, preferred
* 4-8 years' experience, preferred
Anticipated salary range: $80,900 - $115,500
Bonus eligible: No
Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
* Medical, dental and vision coverage
* Paid time off plan
* Health savings account (HSA)
* 401k savings plan
* Access to wages before pay day with my FlexPay
* Flexible spending accounts (FSAs)
* Short- and long-term disability coverage
* Work-Life resources
* Paid parental leave
* Healthy lifestyle programs
Application window anticipated to close: 2/17/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.
Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.
$80.9k-115.5k yearly Auto-Apply 32d ago
Contract Financial Analyst
Brixey & Meyer 4.1
Finance consultant job in Dayton, OH
This is a full-time (40 hours per week), client-embedded, remote engagement through Brixey & Meyer, providing financial analysis and advisory services to a client. The engagement is expected to continue for approximately 13 months, subject to business needs.
ESSENTIAL JOB FUNCTIONS:
Provides financial analytics and reporting support to clients using accounting principles and financial tools
Develops financial insights of operational results
Conducts research and financial analysis to support business decision-making
Analyzes trends and assesses financial performance
Supports monthly close processes, including preparations of accruals and related analyses
Research and resolving discrepancies or missing data
Support other projects and tasks as assigned
What We're Looking For:
Required:
Bachelor's degree in Accounting or Finance, or equivalent experience
Due to business and client needs, candidates must reside in Ohio at the time of hire. Relocation assistance is not available.
Advanced computer literacy, including proficient use of all Microsoft Office products, QuickBooks, and Intacct
Valid Driver's license and/or access to transportation
CPA/CMA certification is preferred or progress toward obtaining CPA/CMA certification
3-5 years of relevant experience preferred
Strong attention to detail
Excellent interpersonal skills for working with clients and team members
A positive, team-focused attitude-and a desire to have fun while doing meaningful work!
We do not accept unsolicited resumes or candidate submissions from external recruitment agencies. Unsolicited resumes and submissions will be considered the property of Brixey & Meyer and will not be subject to any placement fees.
We do not accept unsolicited resumes or candidate submissions from external recruitment agencies. Unsolicited resumes and submissions will be considered the property of Brixey & Meyer and will not be subject to any placement fees.
$53k-73k yearly est. 14d ago
Financial Analyst (101085)
Honda Dev. and Mfg. of Am., LLC
Finance consultant job in Anna, OH
What Makes a Honda, is Who makes a Honda Honda has a clear vision for the future, and it's a joyful one. We are looking for individuals with the skills, courage, persistence, and dreams that will help us reach our future-focused goals. At our core is innovation. Honda is constantly innovating and developing solutions to drive our business with record success. We strive to be a company that serves as a source of “power” that supports people around the world who are trying to do things based on their own initiative and that helps people expand their own potential. To this end, Honda strives to realize “the joy and freedom of mobility” by developing new technologies and an innovative approach to achieve a “zero environmental footprint.”
We are looking for qualified individuals with diverse backgrounds, experiences, continuous improvement values, and a strong work ethic to join our team.
If your goals and values align with Honda's, we want you to join our team to Bring the Future!
Job Purpose
Uses analytical skills and professional accounting knowledge to work with department managers and investment project leaders in the creation of 6 budget events per year. Use professional accounting standards to ensure appropriate reporting of actual financial data and use analytical skills to provide detailed budget to actual analysis.
This is an entry level role that is supervised and does not have significant discretion in autonomous decision making.
Key Accountabilities
Prepare month end close activities including analysis of financial information in order to create journal entries which impact the financial condition of AHM / HDMA with some supervision.
Prepare budget vs actual comparisons for responsible departments which are analysed based on professional accounting standards to ensure accurate financial information and to advise management on future activity.
Use analytical skills and professional accounting knowledge to work with the department managers and investment project leaders in the creation of 6 budget events per year.
Use financial information to create presentations to advise department leaders of budget to actual condition and make recommendations for areas of improvement
Qualifications, Experience, and Skills
Minimum Educational Qualifications
Bachelor's degree with major in accounting or finance, OR associates degree with a minimum of 2 years experience in an accounting related job.
Minimum Experience
0-2 years with a bachelors degree, 2 years minimum with associates degree
Other Job-Specific Skills
Basic Accounting principles- GAAP/IFRS and Cost accounting background. General understanding of accounting functions, terminology and ability to apply accounting concepts. •Strong analytical, problem solving, presentation and organizational skills. Strong Microsoft product skills (Excel, Powerpoint, etc) SAP Knowledge and skills
Working Conditions
Office / Hybrid remote
0-5 hours of OT/week
Some travel
What differentiates Honda and make us an employer of choice?
Total Rewards:
Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.)
Paid Overtime
Regional Bonus (when applicable)
Industry-leading Benefit Plans (Medical, Dental, Vision, Rx)
Paid time off, including vacation, holidays, shutdown
Company Paid Short-Term and Long-Term Disability
401K Plan with company match + additional contribution
Relocation assistance (if eligible)
Career Growth:
Advancement Opportunities
Career Mobility
Education Reimbursement for Continued Learning
Training and Development programs
Additional Offerings:
Tuition Assistance & Student Loan Repayment
Lifestyle Account
Childcare Reimbursement Account
Elder Care Support
Wellbeing Program
Community Service and Engagement Programs
Product Programs
Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.
$49k-74k yearly est. 8d ago
Financial Reporting Intern
Dasstateoh
Finance consultant job in Columbus, OH
Financial Reporting Intern (2600008E) Organization: Budget and ManagementAgency Contact Name and Information: Janine Burnside **************************** Unposting Date: Feb 16, 2026, 4:59:00 AMWork Location: James A Rhodes Office Tower 35 30 East Broad Street 35th Floor Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: $20.00 - $24.00 depending on education level Schedule: Part-time Work Hours: up to 40 hours per week Classified Indicator: UnclassifiedUnion: Exempt from Union Primary Job Skill: InternshipTechnical Skills: Interpreting Financial Statements, Accounting and Finance, Auditing, Internship, Program ManagementProfessional Skills: Analyzation, Attention to Detail, Critical Thinking, Interpreting Data Agency OverviewWhat We Do:The Ohio Office of Budget and Management (OBM) is the fiscal backbone of the State of Ohio enterprise. OBM works with the Governor and every state agency in providing policy analysis, fiscal research, and financial management services. We help state agencies shape Ohio's future by ensuring the proper and responsible use of state resources!Job DescriptionWhat You'll Do:We are seeking a Financial Reporting Intern to join our team and contribute to a key software implementation project. This intern will play an important role in testing and validating new financial reporting software to ensure accuracy and efficiency in our financial processes.As a Financial Reporting Intern, you will work closely with OBM staff on projects that strengthen compliance and financial reporting. Key responsibilities include:Assisting with testing and troubleshooting new financial reporting software.Analyzing and validating complex financial data for accuracy.Collaborating with project teams to support implementation milestones.Documenting findings and providing recommendations for improvements.Interns may work up to 40 hours per week in our downtown Columbus office; we can work with your schedule.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period.
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.QualificationsWhat We're Looking For:Near completion of an undergraduate degree or currently enrolled in a graduate program (e.g., Master of Public Administration).Areas of study: Accounting or Public Administration (auditing coursework is helpful).Strong attention to detail and analytical skills.Proficiency in Excel and ability to work with complex datasets.Knowledge of financial accounting principles or relevant experience.Technical aptitude and basic project management skills.Auditing experience is a plus.Supplemental InformationWhen completing your application, be sure to clearly describe how you meet the minimum qualifications outlined in this job posting. If you require reasonable accommodation for the application process, please email the Human Resources contact on this posting so arrangements can be made.The Director of OBM, or their designee, will interview all final candidates for this position.The final candidate selected for this position will be required to undergo a criminal background check. Criminal convictions do not necessarily preclude an applicant from consideration for a position. An individual assessment of an applicant's prior criminal convictions will be made before excluding an applicant from consideration. ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
$20-24 hourly Auto-Apply 1h ago
Corporate Finance Intern
Woda Cooper
Finance consultant job in Columbus, OH
The Corporate Finance Intern will collaborate with the finance department to support strategic projects and play a key role in achieving the Company's financial goals. This internship offers valuable experience in financial analysis and reporting activities at Woda Cooper Companies.
Reports To:
The Corporate Finance Intern reports to the Vice President of Financial Reporting.
Duties/Responsibilities:
Gathering and analyzing data from internal sources and third-party partners to provide key financial insights into the company's functions.
Identifying and resolving issues related to financial operations, including accuracy, completeness, and consistency.
Maintaining and updating critical databases and documentation related to financial and investor reporting.
Collaborating with various departments to gather data and support accurate financial summaries.
Contributing to the ongoing improvement of reporting processes and tools to increase efficiency and clarity.
Conducting research and compiling financial data to support project underwriting.
Assisting with ad hoc financial analysis and special projects as needed to support organizational priorities.
Qualifications
Required Skills and Abilities:
Strong attention to detail, emphasizing accuracy and precision in financial analysis.
Well-versed verbal and written communication skills, able to clearly explain financial information to both specialized and non-specialized audiences.
Proficient in Excel, with strong skills in financial modeling and data analytics.
Education and Experience:
Must be a recent graduate or actively working towards a bachelor's or master's in
a related field.
Background in data analysis and reporting.
Experience in creating and maintaining reports.
Physical Requirements:
Must possess a valid driver's license and insurance.
$27k-39k yearly est. 11d ago
Summer Intern, Finance
Lifestyle Construction Services
Finance consultant job in Columbus, OH
Job Title: Summer Intern, Finance Company: Builder's Resource Group, Inc. Department: Finance Reports To: AVP, Finance Wage Category: Hourly
The Team You Will Join: We exist to build a connection, and that begins with our team members. Lifestyle Communities' (LC) Real Estate Multifamily Development team is dedicated to creating vibrant communities through strategic development and underwriting. This team is committed to making every project a success by leveraging market insights and financial analysis.
Who You Are:
As the Summer Intern, Finance, you are a detail-oriented and analytical individual with a passion for real estate and finance. You thrive in a collaborative environment and are committed to supporting the development underwriting process for multifamily projects. Your excellent communication and organizational skills enable you to manage multiple tasks and projects simultaneously, ensuring that all underwriting activities are executed flawlessly. You are proactive, resourceful, and dedicated to continuous improvement, always seeking innovative solutions to enhance project outcomes.
The Difference You Will Make:
Financial Analysis: Complete financial analysis and forecasting for potential acquisition and development projects, including proformas, budgets, and investment return analysis.
Business and Operations Analysis: Perform business, financial, and operations analysis to impact top-line and bottom-line results and support management decision-making.
Market Research: Conduct market research to understand demographics and economics of potential development sites and acquisition opportunities.
Investor Reporting: Assist with the preparation of information to be distributed to current and potential investors.
Ad Hoc Projects: Support other ad hoc projects and analysis as assigned.
What You'll Bring:
Pursuing a Bachelor's degree in finance, real estate, or a related business discipline.
Must have completed at least two (2) years of college with a minimum GPA of 3.5.
Proficiency with Microsoft Office, specifically Excel.
Strong financial analysis, analytical, and problem-solving skills.
Ability to become proficient with internal software programs necessary for the role.
Self-starter with strong initiative to take ownership and exercise sound judgment and discretion at all times.
Flexibility and responsiveness to change.
Strong attention to detail, presentation skills, and the ability to communicate both verbally and in writing.
Ability to multi-task and work in a fast-paced, team-oriented, dynamic environment.
Work requires the ability to align and embrace our five Core Values: Performance, Communication, Leadership, Quality, Teamwork.
Direct Reports and Reporting Relationship:
None, however, the ability to achieve results by working with others within the organization, regardless of the reporting relationship, is a critical success factor.
Physical Demands and Work Environment:
The physical demands and work environment described herein represent the criteria an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to individuals with disabilities to perform these functions by applicable law.
Physical Demands: While performing the duties of this job, the employee is required to stand; walk; sit; handle or feel objects, reach with hands and arms; talk and hear. Specific vision abilities required by the job include close vision, distance vision, and the ability to focus.
Work Environment: While performing this role, the individual will be primarily working in an office environment with limited travel and work at development sites and community locations.
Location and Travel:
Position will be based in Columbus, Ohio, with infrequent travel to local and out-of-state markets, including but not limited to Tennessee, South Carolina, North Carolina, Texas, Denver, and Florida.
Disclaimer:
The above information in this description has been designed to indicate the general nature and level of work employees perform within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Lifestyle Communities (LC) is an Equal Opportunity Employer.
$27k-39k yearly est. Auto-Apply 18d ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance consultant job in Dublin, OH
What Financial Planning & Analysis contributes to Cardinal Health
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
Responsibilities
Execute key deliverables for monthly segment results and variance drivers
Participate in development of annual segment budget and strategic financial plan (SFP)
Prepare quarterly segment forecast, including drivers and analysis on variances
Execute key deliverables which contribute to the Operating Committee materials and Finance slides for CEO staff meeting
Collaborate with Investor Relations team in development of quarterly external messaging and materials for the segment
Partner with Strategy and segment teams, contributing to quarterly Board of Directors materials for the segment
Assist in developing segment calendar of deliverables and work closely with BU Finance teams to ensure timeliness and accuracy of materials
Partner closely with Medical Segment BU Finance teams to understand the drivers of the business
Own and maintain key aspects of the segment Admin expense budget, forecast and drivers, including collaborating with Corporate on allocations
Partner with Enterprise team to manage segment deliverables
Qualifications
Bachelor's degree in related field, preferred
4-8 years' experience, preferred
Anticipated salary range: $80,900 - $115,500
Bonus eligible: No
Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
Medical, dental and vision coverage
Paid time off plan
Health savings account (HSA)
401k savings plan
Access to wages before pay day with my FlexPay
Flexible spending accounts (FSAs)
Short- and long-term disability coverage
Work-Life resources
Paid parental leave
Healthy lifestyle programs
Application window anticipated to close: 2/17/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.
Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.
To read and review this privacy notice click
here
$80.9k-115.5k yearly Auto-Apply 37d ago
Financial Advisor
Northwestern Mutual 4.5
Finance consultant job in Upper Arlington, 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.
If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management.
As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our Consumer Banking team. Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures. This role offers the chance to strengthen client relationships, supervise account reviews, and positively impact our team culture. Your ability to prioritize tasks, monitor progress, and consistently meet deadlines will be key to your success in this role.
Job responsibilities
Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
$71k-101k yearly est. Auto-Apply 15d ago
Financial Audit Intern
Dasstateoh
Finance consultant job in Columbus, OH
Financial Audit Intern (2600009G) Organization: Budget and ManagementAgency Contact Name and Information: Janine Burnside **************************** Unposting Date: Feb 15, 2026, 11:59:00 PMWork Location: James A Rhodes Office Tower 35 30 East Broad Street 35th Floor Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: $20.00Schedule: Part-time Work Hours: up to 40 hours per week Classified Indicator: UnclassifiedUnion: Exempt from Union Primary Job Skill: InternshipTechnical Skills: Internal Auditing, Risk Management, Accounting and Finance, Auditing, Business, Economics and Development, InternshipProfessional Skills: Active Learning, Analyzation, Attention to Detail, Collaboration, Critical Thinking, Organizing and Planning, Verbal Communication, Written Communication, Continuous Improvement Agency OverviewWhat We Do:The Ohio Office of Budget and Management (OBM) is the fiscal backbone of the State of Ohio enterprise. OBM works with the Governor and every state agency in providing policy analysis, fiscal research, and financial management services. We help state agencies shape Ohio's future by ensuring the proper and responsible use of state resources!Job DescriptionWhat You'll Do:The Financial Audit Intern position is a learning-focused opportunity designed to provide hands-on experience in financial, operational, program, and information technology audits, internal control assessments, and audit analytics within a statewide environment. Under close supervision, you will assist the Office of Internal Audit (OIA) teams with planning, fieldwork, documentation, and follow-up related to risks and controls across multiple agencies. Key responsibilities include:Supporting audit planning and fieldwork (e.g., gathering artifacts, performing control walkthroughs, documenting test procedures and results) for engagements such as programmatic (federal/state), business process/operations, and financial reviews.Preparing and updating audit workpapers and issue logs; contributing to remediation tracking and follow-up activities in OIA tools.Assisting with control testing (e.g., expenditure approvals, reporting reviews, reconciliations, eligibility certifications), including data collection and exception tracking.Attending and preparing meeting notes and status summaries; participating in team meetings and stakeholder interviews; following up on assigned tasks.Contributing to report drafting by synthesizing evidence, observations, and recommendations aligned to OIA methodology and standards.Shadow experienced auditors to learn about agency operations and risk management strategies within the State of Ohio environment.This is a 6-month to 1-year internship opportunity, starting no earlier than June 2026. Interns may work up to 40 hours per week in our downtown Columbus office; we can work with your schedule. Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period.
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.QualificationsWhat We're Looking For:Education: Currently enrolled (or recently completed) in an undergraduate program in Accounting, Finance, Public or Business Administration, Economics, or related field.Relevant Coursework: Audit, accounting, risk management, or data analysis. Familiarity with Global Internal Audit Standards or other common audit standards helpful but not required.Strong written and verbal communication skills for success in a collaborative team environment.Excellent organizational skills and attention to detail.Ability to work independently with guidance.Interest in audit, risk, and controls.Supplemental InformationAdditional Information:When completing your application, be sure to clearly describe how you meet the minimum qualifications outlined in this job posting. If you require reasonable accommodation for the application process, please email the Human Resources contact on this posting so arrangements can be made.The Director of OBM, or their designee, will interview all final candidates for this position.The final candidate selected for this position will be required to undergo a criminal background check. Criminal convictions do not necessarily preclude an applicant from consideration for a position. An individual assessment of an applicant's prior criminal convictions will be made before excluding an applicant from consideration. ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
$20 hourly Auto-Apply 1h ago
AWM, Portfolio Insights Analyst
Jpmorganchase 4.8
Finance consultant job in Columbus, OH
The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection. On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views.
The team is seeking an analyst to associate-level analyst to assist in servicing clients and continued growth of the program.
Specific Responsibilities
Construct analytics to ensure quick turnaround times for full-service requests across major channels.
Manage offshore channel analytics, escalating to specialists for client calls as needed.
Support program expansion into Canada by handling increased volume of full-service analytics.
Collate data from multiple sources and perform data manipulation for program-related content.
Assist team members with updating and producing timely intellectual capital content.
Distribute and discuss data-driven content across the organization, supporting program growth.
Respond to data requests and collaboration opportunities from other teams in a timely manner.
Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists.
Preferred Qualifications
3+ years' work experience, ideally involving client interaction.
Demonstrated record of academic and professional achievement.
Ability to work effectively within a highly motivated and hard-working team as well as on own initiative.
Strong communication skills (written and oral).
Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes.
Ability to interact with colleagues at all levels.
Ability to create & articulate compelling, thoughtful and creative presentation materials.
Accuracy and attention to detail is essential with strong analytical acumen.
Strong technical skills, including a proficiency in PowerPoint, Excel and Word.
High intellectual aptitude.
$60k-84k yearly est. Auto-Apply 60d+ ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance consultant job in Columbus, OH
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes.
+ Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies.
+ Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience.
+ Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems.
+ Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce.
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of pricing and/or contracts experience or similar work experience preferred
+ 2+ years in a customer facing capacity highly preferred
+ Experience with the following systems preferred
+ SAP/Business Objects
+ Salesforce
+ MS Excel
+ MS Vizio/Lucid Chart
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 45d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance consultant job in Beavercreek, OH
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
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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.
$500 weekly Auto-Apply 12d ago
2026 Summer College Intern - Division of Environmental and Financial Assistance
Dasstateoh
Finance consultant job in Columbus, OH
2026 Summer College Intern - Division of Environmental and Financial Assistance (2600007J) Organization: Environmental Protection AgencyAgency Contact Name and Information: *************************** Unposting Date: Feb 14, 2026, 4:59:00 AMWork Location: 50 W Town St 50 West Town Street Suite 300 Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: $16.00Schedule: Part-time Classified Indicator: UnclassifiedUnion: N/A Primary Job Skill: InternshipTechnical Skills: Data Analytics, Data Entry, Accounting and Finance, Environmental Services, Program ManagementProfessional Skills: Customer Focus, Organizing and Planning, Written Communication Agency OverviewWhat We Need:Ohio EPA Summer Intern - Division of Environmental and Financial Assistance **This posting is hiring for 2 internship positions within the division. What We Do:At the Ohio Environmental Protection Agency, our primary goal is to protect the environment and public health. We do this by ensuring compliance with federal and state environmental laws.Job DescriptionWhat We Need YOU To Do:The Ohio Environmental Protection Agency wants you to be our newest intern in the Division of Environmental and Financial Assistance (DEFA) at our Central Office located in Columbus, Ohio. Essentials. Let's talk about 'em:As a college intern, you'll assist staff with a variety of tasks such as program reviews, field work, research and data analysis, marketing and communications and administrative support. This internship offers a hands-on experience to water infrastructure funding programs from multiple perspectives. Program SupportBased on the your education, experience and areas of interest, you will assist in the review and processing of financial requests for water and wastewater projects.Assist the office with the closing out of loans by obtaining completed performance certifications and other documentation.Assist the WRRSP unit with GIS mapping and program metrics analysis. Field WorkAttend pre-construction meetings/site visits, construction site visits, progress meetings and events.Attend pre-nomination site visits with the WRRSP staff. Research and Data SupportAssist in preparation and/or collection of metrics for financial assistance programs and performance metrics.Prepare datasets in response to requests for program information.Assist in preparation of periodic reporting. Administrative SupportConduct in-person, email and phone communications regarding the Office of Financial Assistance funding programs.Obtain complete records for projects and updates databases as needed.Prepare marketing materials, website updates and other programmatic materials, as needed. Ready to level up your experience? Apply today, and let's talk.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.Qualifications
Must be currently enrolled in a college degree program directly related to the position or have recently graduated within the quarter/semester immediately preceding the start date.
Major area of study: Environmental Science, Water Resources, Chemistry or Engineering (Environmental, Civil, Chemical) or relevant field of study.
Knowledge of safety practices, public relations, Agency policies and procedures and permits as applicable.
Skills in computers (word processing and database work)
Job Skills: Environmental Services, Accounting and Finance, Data Analytics, Data Entry, Facilities Maintenance & Inspection, Interpreting Financial Statements, Program Management, Organizing and Planning, Written Communication, Customer FocusSupplemental InformationDIVISION: Environmental and Financial AssistanceLOCATION: 50 W. Town Street, Suite 700, Columbus, Ohio 43215EEO Statement:The Ohio Environmental Protections Agency is an Equal Employment Opportunity (EEO) employer and does not discriminate on the basis of race, color, religion, gender/sex, gender identity or expression, national origin (ancestry), military status, disability, age (40 years of age or older), genetic information, sexual orientation, status as a parent during pregnancy and immediately after the birth of a child, status as a parent of a young child, or status as a foster parent as those are defined in applicable Ohio law, federal law, and any Executive Order, in admission or access to the operation of its programs, services, activities or its own employment practices. Employment practices are any employment related decisions including, but not limited to hiring, layoff, transfer, termination, promotion, demotion, discipline, rate of compensation, eligibility for in-service training programs, or terms and conditions of employment. The Ohio Environmental Protection Agency is committed to providing access, equal employment opportunity and reasonable accommodation for individuals with disabilities. To request a reasonable accommodation, contact the Office of Human Resources at ************ prior to testing or interviewing.Follow us on LinkedIn: linkedin.com/company/ohio-epa ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
How much does a finance consultant earn in Springfield, OH?
The average finance consultant in Springfield, OH earns between $50,000 and $106,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Springfield, OH