Sap Finance Control Consultant (FICO)
Finance internship 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
Senior Finance Advisor
Finance internship 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 Intern (Summer 2026)
Finance internship job in Woodmere, OH
MarshBerry is growing! We are seeking an
Investment Banking Intern
to join our team. 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.
Job Details
Position Summary:
MarshBerry is currently seeking an
Investment Banking Intern
based in either our
Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA offices.
The
Investment Banking Intern
is responsible for analyzing client business data and financial documents and entering data into financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry's Investment Banking and Consulting Team. The Intern will also fulfill ad hoc data and research requests.
Responsibilities:
Collaborates as a 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.
Analyze data from client financial statements and enter it into MarshBerry models.
Convert data from various formats into standardized format and chart of accounts.
Complete projects in desired timeframe prioritizing work and following guidelines and metrics provided to complete multiple projects simultaneously.
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:
Students pursuing a Bachelor's Degree in Finance or Accounting at the Senior level.
Highly proficient with technology; Microsoft Excel, Word, PowerPoint, and Outlook.
Working knowledge of financial statements, and financial and accounting data.
Other:
Strong analytical and problem-solving skills.
Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
Exceptional organization skills and ability to multi-task; able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines.
Must be legally authorized to work in the United States without requiring sponsorship now or in the future.
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.
Financial Services Field Internship
Finance internship job in Cleveland, OH
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you.
We are seeking Field interns in various locations around the country. This internship will provide the opportunity to shadow seasoned financial advisors, participate in a robust training program with other interns, and support Thrivent's involvement through community events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis, exposure to industry-specific programs, critical-thinking exercises, career-development best practices, marketing tactics and real-world training.
Participate in a robust orientation and training program.
Shadow financial advisors during client meetings, workshops, community events and daily work.
Learn to prepare financial plans and analyses.
Gain exposure to MoneyGuidePro, Morningstar and other financial planning software platforms.
Participate in team meetings that include weekly activity updates, new trends and concepts.
Observe regional seminars and workshops.
Attend virtual seminars with corporate employees to better understand the industry and the profession.
Work with the Engagement Team to develop a strategy to integrate Thrivent's generosity programs.
Collaborate with other interns to research and present a project, based on best practices in building a financial services business.
Position Qualifications:
College junior or senior working toward a degree in business, finance, marketing or related field.
Strong technical computer aptitude and knowledge of business tools (MS Outlook, Word, Excel, PPT).
Strong analytical and problem-solving skills; oral and written communication skills.
Course Credit:
Thrivent internships are available for course credit, but must be coordinated with your school administration.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyRetirement Planner/Financial Advisor
Finance internship 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
Accounting-Finance Rotating Intern
Finance internship 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-ApplyAccounting-Finance Rotating Intern
Finance internship 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-ApplyCollege Financial Representative, Internship Program
Finance internship job in Beachwood, OH
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplySummer 2026 Commercial Bank Internship - Cleveland
Finance internship job in Cleveland, OH
If you are interested in more than one KeyBank Internship opportunity, please consider applying for your top 3 internship roles within 12 months to ensure you are not duplicating efforts and obtaining the best candidate experience.
The Commercial Bank internship will provide an experience to understand the Commercial Banking landscape and how the various line of business functions collaborate to provide clients/prospects with the insights and solutions they need to operate their business more effectively.
Program Duration: MAY 27, 2026 - AUGUST 7, 2026
What does our Internship Program offer?
Key's Enterprise Internship is a 10.5-week program that provides meaningful work that matters, offers feedback and coaching, and creates engaging events and conversations that will spark excitement and interest in bringing one's full-time career to Key.
Interns are involved in a host of line of business specific projects that directly impact and benefit Key's business and strategic pillars. The program includes networking with Key teammates across all levels of the organization, a series of Learning Labs where internal and external speakers provide insight on Key's competitive landscape, financial wellness, and professional development best practices, and an assigned mentor who shares knowledge, experience, and advice.
Commercial Banking
Commercial at Key offers a comprehensive suite of financial solutions tailored to support the growth, liquidity, and risk management needs of middle market and institutional clients. What differentiates us from competitors is our ability to seamlessly deliver comprehensive industry expertise, unique insight and capital markets solutions. This includes services such as lending, commercial payments (treasury), and advisory support. As a core component of Key's strategic priorities, the Commercial Bank plays a vital role in driving client success and contributing to the company's overall performance.
About the Internship
As an intern, you will gain valuable experience by contributing to a variety of projects and collaborating closely with seasoned professionals within our Payments and Internal Operations functions. Opportunities where you may be assigned include Business Development (Sales), Product, Commercial Bank Risk, or Commercial Bank Operations. You will receive exposure to various segments within the Commercial Bank, as well.
Job Responsibilities
Learns and understands how KeyBank and the Commercial Bank operate, including our mission, products, and the clients we serve
Works alongside industry professionals, conducting analysis of financial reporting and identifying business opportunities
Receives the training, mentorship, and engagement with senior leaders needed to learn the industry
Collaborates with sales and product teams to deliver value to our clients through a variety of day-to-day and project work
Conducts research and analysis as part of a capstone project that will be presented to executive leadership at the culmination of the internship
Builds relationships to learn about the various departments within KeyBank and the role that each play in overall organization
Qualifications
Must have completed at least two years toward a four-year, undergraduate degree program with coursework in Finance, Economics, Accounting, Data Sciences, Business Analytics, Information Systems, Mathematics with an anticipated graduation in or before May of 2027
Outstanding academic achievement (minimum undergraduate 3.3 GPA)
Demonstrated leadership and teamwork from past work experience and/or extracurricular activities
Strong analytical, problem solving, and critical thinking skills
Highly motivated with a strong work ethic
Outstanding interpersonal, communication and presentation skills
Proficiency in Excel and PowerPoint
Professional conduct
Compensation and Benefits
This position is eligible to earn an hourly rate of $23 per hour. Compensation also includes a $2,000 Summer Internship Sign-on Bonus.
KeyBank's Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $18.00 - $22.60 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.
Please note: While a base pay range is referenced above, this position is compensated at a fixed rate of $23 hourly and is eligible to receive a $2,000 sign-on bonus.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/09/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
Auto-Apply2026 Private Wealth Management Intern (Cleveland)
Finance internship job in Beachwood, OH
Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise, and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. For further information, please visit ************************
Internship Program:
Interns will have the opportunity for personal and professional development while gaining insight into future career opportunities within our firm. The 10-week program will run from June to August 2026. Program highlights include networking events, a final group project, volunteer opportunities, social outings, and exposure to professionals in all areas of the business.
The internship will be based out of our Cleveland, OH location. The intern must be available to come into the office up to five days per week, depending on business needs.
What You'll Gain:
* Hands-on Experience
* Skills Development
* Mentorship
* Career Insights
OVERVIEW:
Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.
To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding, and addressing unique client circumstances. Our team of experts partner with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.
RESPONSIBILITIES:
Roles and responsibilities will vary based on the department; all interns are expected to support a wide range of activities, acting, and performing professionally. At the end of your internship, you will have exposure to the wealth and investment management businesses, a deeper level of experience in a particular area of focus, and experience working collaboratively alongside managers and specialists of all career levels.
Portfolio Management:
The team is responsible for the daily execution of portfolio management responsibilities and the respective daily client service requirements. The team provides a broad landscape from which to learn the application of holistic, goals-based wealth and investment management. This internship is intended for individuals with an interest in portfolio management, construction, and implementation for private clients.
Wealth Advisory:
Our Wealth Advisors offer comprehensive services tailored to meet the needs of each client, including expertise on family governance and educational programs, philanthropic guidance, fiduciary services, and administrative services.
QUALIFICATIONS:
* Must be enrolled in a Bachelor's degree program and a rising senior, (graduating between May 2027-December 2027).
* We accept varying majors, business majors preferred.
* Excellent communication skills required.
* Self-motivated with proactive resolutions and a strong sense of responsibility and problem-solving.
* Demonstrated ability to carry out detailed work accurately and on time.
* Ability to work under pressure and meet deadlines.
* Detail oriented, ability to analyze.
* Ability to work within a team and on a self-directed basis.
* Proficient with Microsoft Office Suite, including Excel and PowerPoint.
* Must be authorized to work in the United States, without sponsorship, for the internship duration.
Compensation:
The hourly rate offered for this role is $30/hour for rising seniors.
All communication will be sent via email. Please check your email and spam folder for updates.
Applications for our 2026 Summer Internship Program will be accepted on a rolling basis until all the roles are filled.
Glenmede will only consider candidates who are currently authorized to work for any employer in the United States and who will not require work visa sponsorship from Glenmede now or in the future in order to retain their authorization to work in the United States.
Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. ****************************************************
We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.
#LI-Onsite
Commercial Finance Analyst - Beachwood, OH
Finance internship job in Beachwood, OH
ATTENTION MILITARY AFFILIATED JOB SEEKERS
- Our organization works with partner companies to source qualified talent for their open roles. The following position is available to
Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers
. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post.
Eaton's ES AMER HQ division is currently seeking a Commercial Finance Analyst. The position can be based at our facility in Beachwood, Ohio, Moon TWP, PA, Waukesha, WI or Charlotte, NC. The position is eligible for a hybrid work setup.
The expected annual salary range for this role is $83000 - $122000 a year.
Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations.
What you'll do:
Eaton's finance organization is enhancing its capabilities through advanced processes, technologies, and talent development.
Commercial Finance Professionals at Eaton collaborate with Sales & Marketing and Engineering R&D to drive profitable growth by leading revenue planning and product optimization. They focus on budgeting, forecasting, financial planning, assessing financial performance, identifying trends, and providing insights to optimize profitability and ensure compliance with financial regulations. This role involves close collaboration with sales and marketing teams to develop and execute revenue strategies.
Essential Functions:
• Initiate and oversee profitability management projects, analyzing various revenue streams to identify optimization opportunities.
• Utilize data to influence cross-functional teams and build consensus.
• Collaborate with Operations and Marketing teams leading finance input into SIOP process
• Supervise the contract structuring process, ensuring terms are financially beneficial and align with company objectives.
• Lead product optimization initiatives through rigorous financial analysis and market research to identify growth and improvement areas.
• Perform comprehensive sales and incentives analysis to evaluate the performance and effectiveness of incentive programs.
• Provide strategic advice on pricing strategies based on market trends, cost structures, and the competitive landscape.
• Direct data review and analysis activities, ensuring the accuracy and integrity of financial information.
• Manage the collection and dissemination of key financial data to relevant stakeholders.
• Examine deals and contracts to assess their financial implications and offer recommendations for optimal outcomes.
Qualifications:
Basic Qualifications:
Bachelor's degree from an accredited institution.
Minimum 2 years in finance roles
Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc.
No relocation benefit is being offered for this position. Only candidates within a 50-mile radius of the work location will be considered. Active-Duty Military Service member candidates are exempt from the geographical area limitation
Preferred Qualifications:
Experienced in interpreting and presenting complex data for actionable insights
Experience leading and developing global teams in a matrixed organization
Bachelor's degree in Finance, Accounting from an accredited institution
Experience with financial modeling
Position Criteria:
Proven success collaborating with sales and marketing teams to boost revenue and profitability
Ability to explain financial concepts to non-finance stakeholders
Proficient with financial analysis tools and systems
Detail-oriented with high accuracy in financial reporting and analysis
Financial Analyst Principal
Finance internship job in Fairview Park, OH
Type of Requisition:
Regular
Clearance Level Must Currently Possess:
None
Clearance Level Must Be Able to Obtain:
None
Public Trust/Other Required:
None
Job Family:
Finance
Job Qualifications:
Skills:
Finance, Finance Analytics, Financial Analysis, Financial Management
Certifications:
None
Experience:
8 + years of related experience
US Citizenship Required:
No
Job Description:
Support mission-critical initiatives and enable the growth of our business as a Financial Analyst Principal at GDIT. Working on the Finance team, you'll become an integral part of how GDIT is able to ensure the safety and security of our nation.
At GDIT, people are our differentiator. As a Financial Analyst Principal, you will help ensure today is safe and tomorrow is smarter. Our work depends on a Financial Analyst Principal joining our team to perform specialized financial, accounting and planning activities following general project or departmental guidelines and procedures. This Financial Analyst Principal will fill the CFO role for Defense programs.
MEANINGFUL WORK AND PERSONAL IMPACT
Responsible for advanced tasks in various financial functions such as budgeting, forecasting, reporting and analysis on a portfolio of programs of varying contract types.
Lead the creation of monthly and quarterly financial status reports as required by the operations team.
Prepare and communicate monthly forecast, risk assessment and variance analysis to senior management.
Prepare financial updates, EACs and other corporate reporting requirements monthly close and forecasting process.
Analyze both the monthly forecast and current quarter and future projections.
Act as the focal point for communication of financials between PM and finance leadership.
Develop long-range financial models in collaboration with the management team.
Identify risk and follow through to resolution.
Ensures compliance with internal policies and procedures, as well as other government regulations.
Maintains current knowledge of relevant laws, regulations, policies, and procedures.
Provide financial leadership to the business, helping drive profitable growth, identify opportunities for improvement and risk mitigation.
Manage revenue and cost adjustment submissions, ensuring accuracy and review of proper back-up information.
May serve as a team or task leader. (Not a people manager)
WHAT YOU'LL NEED TO SUCCEED:
Bachelor's Degree and 8 + years of related experience in a Government Contracting environment; OR in lieu of degree 12 years of related experience is required
Strong experience in Budgeting, Forecasting, Modeling, and EAC development
Experience with Microsoft Office, with strong Excel skills
Experience with ERP tools
Experience with various government contract types.
Strong communication skills and ability to collaborate across departments and levels of an organization.
Strong organization skills and focus on accuracy and consistency.
Strong time management skills and the ability to balance multiple priorities and clients.
Strong analytical, modeling and problem-solving skills.
Knowledge of billing and revenue cycle.
Ability to prepare / review pricing with recommendations for Management
US Person
Location: Hybrid - requires onsite 3 days a week (Tues - Thurs) in Falls Church, VA office location.
What is strongly preferred, but no required:
Oracle, Concur, IFS and Hyperion Experience (or similar size financial systems)
GDIT IS YOUR PLACE
At GDIT, the mission is our purpose, and our people are at the center of everything we do.
● Growth: AI-powered career tool that identifies career steps and learning opportunities
● Support: An internal mobility team focused on helping you achieve your career goals
● Rewards: Comprehensive benefits and wellness packages, 401K with company match, and competitive pay and paid time off
● Flexibility: Full-flex work week to own your priorities at work and at home
● Community: Award-winning culture of innovation and a military-friendly workplace
OWN YOUR OPPORTUNITY
Explore a career at GDIT and you'll find endless opportunities to grow alongside colleagues who share your sense of ownership and pride in the meaningful work we do.
The likely salary range for this position is $96,135 - $130,065. This is not, however, a guarantee of compensation or salary. Rather, salary will be set based on experience, geographic location and possibly contractual requirements and could fall outside of this range.
Scheduled Weekly Hours:
40
Travel Required:
Less than 10%
Telecommuting Options:
Hybrid
Work Location:
USA VA Falls Church
Additional Work Locations:
Total Rewards at GDIT:
Our benefits package for all US-based employees includes a variety of medical plan options, some with Health Savings Accounts, dental plan options, a vision plan, and a 401(k) plan offering the ability to contribute both pre and post-tax dollars up to the IRS annual limits and receive a company match. To encourage work/life balance, GDIT offers employees full flex work weeks where possible and a variety of paid time off plans, including vacation, sick and personal time, holidays, paid parental, military, bereavement and jury duty leave. To ensure our employees are able to protect their income, other offerings such as short and long-term disability benefits, life, accidental death and dismemberment, personal accident, critical illness and business travel and accident insurance are provided or available. We regularly review our Total Rewards package to ensure our offerings are competitive and reflect what our employees have told us they value most.We are GDIT. A global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. Our 30,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. We operate across 50 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development. Together with our clients, we strive to create a safer, smarter world by harnessing the power of deep expertise and advanced technology.Join our Talent Community to stay up to date on our career opportunities and events at
gdit.com/tc.
Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans
Auto-ApplyFinancial Analyst
Finance internship job in Richmond Heights, OH
The Hospeco Brands Group is the hub for a strategic collection of manufacturing and sales companies that lead the way in multiple categories - from personal care and protection to textiles, from cleaning products to contamination control - to empower its distributor partners into the future. Their cohesive approach promotes operational efficiency and fuels innovation, while equipping its varied businesses to tackle the toughest challenges across industrial and manufacturing, healthcare and life sciences, food service, hospitality, transportation, and many other dynamic market segments. Tranzonic's rapid growth, both organic and via acquisition, is powered by its team of driven, innovative problem-solvers and a culture of integrity and respect.
Position Summary:
The Financial Analyst supports strategic decision-making across the organization through financial planning, forecasting, reporting, and analysis. This role partners closely with Finance, Operations, Sales, and functional leaders to deliver meaningful insights that drive business performance. The ideal candidate is detail-oriented, analytical, and comfortable working in a fast-paced, matrixed environment.
Essential Functions and Responsibilities:
* Support the development of annual budgets, quarterly forecasts, and long-range financial plans.
* Build and maintain financial models to project revenue, margin, expenses, and cash flow.
* Analyze trends, variances, and business drivers to refine forecasts and identify risks/opportunities.
* Partner with department leaders to understand key assumptions and operational impacts.
* Prepare monthly financial reporting packages with commentary on performance versus plan, forecast, and prior year.
* Conduct detailed variance analyses on revenue, gross margin, operating expenses, and working capital.
* Track KPIs and operational metrics, ensuring accuracy, consistency, and timely reporting.
* Present insights and recommendations to management to inform decision-making.
* Work closely with cross-functional teams to support initiatives, cost-savings efforts, and investment decisions.
* Provide financial guidance and analytical support for Sales, Operations, Supply Chain, HR, Marketing, and other areas.
* Assist leaders in understanding financial results and identifying root causes of performance issues.
* Develop tools, templates, and dashboards to improve forecasting and reporting processes.
* Analyze pricing, customer profitability, margin improvement, and scenario modeling as needed.
* Support capital expenditure requests, ROI analyses, and ad hoc modeling.
* Identify opportunities to enhance reporting accuracy, streamline processes, and improve data consistency.
* Support system upgrades, BI tool enhancements, and integration activities (D365, Power BI, Paycor, etc.).
* Help drive standardization across the Finance function.
Requirements:
* Bachelor's degree in Finance, Accounting, Economics, or related field required.
* 4+ years of experience in financial analysis, FP&A, or relevant finance roles.
* Manufacturing, distribution, or multi-site experience a plus.
* Strong analytical and quantitative skills with the ability to interpret data and draw meaningful conclusions.
* Advanced Excel skills (Pivot Tables, VLOOKUP/XLOOKUP, SUMIFS, modeling).
* Experience with BI/reporting tools (Power BI, Tableau) and ERP systems (D365 preferred).
* Excellent communication skills-able to translate data into actionable insights for non-finance partners.
* Highly organized with the ability to manage multiple priorities and meet deadlines.
* Strong business acumen and attention to detail.
Loan Sales Finance Analyst
Finance internship 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.
Analyst, Finance
Finance internship job in Orrville, OH
Your Opportunity as a Financial Analyst Expand your skill set and learn different aspects of finance within the Consumer-Packaged Goods (CPG) industry through our Financial Analyst Rotation Program. Our program offers a unique opportunity to develop a broad skill set through purposeful rotations every 18-24 months. Gain hands on experience in a variety of finance roles such as financial reporting, business finance, internal audit, treasury, supply chain accounting, shared services and more. If you are ready to kickstart your career with a wealth of experiences and endless possibilities, apply now and become a part of our innovative team!
Location: Orrville, OH
Work Arrangements: hybrid, 40% in office expectation
In this role you will:
* Prepare financial analysis for various initiatives including the annual financial plan, long-range plan and periodic forecasts
* Partner with teams to provide financial perspective to support stakeholders, including plant operations, supply chain and business segments
* Prepare financial data to be presented at monthly business reviews and financial reviews
* Support month-end close tasks such as journal entries and account reconciliations
* Develop understanding of packaged food categories, retailers, consumers, and competition to drive decisions rooted in strategy
* Understand corporate, brand, customer and production planning/forecasting cycles interact to create financial outlook
The Right Place for You
We are bold, kind, strive to do the right thing, we play to win, and we believe in a strong community that thrives together. Our culture is rooted in our Basic Beliefs, and we believe in supporting every employee by meeting their physical, emotional, and financial needs.
What we are looking for:
* Bachelor's degree in Finance, Accounting, Economics, or related field
* Experience working in a corporate finance, accounting, audit, or similar function
* Analytical and problem-solving skills
* Highly organized and detail-oriented
* Ability to develop relationships, communicate effectively, and influence others
* Ability to work independently and as part of a team
* Ability to multi-task, prioritize, and meet deadlines with accuracy
* Proficient in Microsoft Office tools
Additional skills and experiences that we think would make someone successful in this role:
* Experience with financial systems such as Hyperion, Spotfire, and Oracle
* MBA, CPA, CMA, or other advanced degree or certification
Learn more about working at Smucker:
* Helping our Employees Thrive
* Delivering on Our Purpose
* Our Continued Commitment to Ensuring a Workplace for All
Follow us on LinkedIn
#LI-Hybrid
Auto-ApplyEntry Level - Financial Advisor - Cleveland (OH), Columbus (OH), Indianapolis (IN) (3963)
Finance internship 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)
Student Financial Assistant Advisor
Finance internship 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.
Financial Analyst - 3135862
Finance internship job in Norwalk, OH
Job Description
Minimum Qualifications
Bachelors or better in Finance.
Experience in analyzing financial data for use by the organization. Must be able to extract, interpret data and present in a useful and meaningful way. Experience in analyzing and advising on budgeting and financial performance and presenting material to non-financial users.
General Summary:
The Financial Analyst reports to the Director of Finance and is responsible for the maintenance of the Budgeting, Reporting, Cost Accounting, and Decision Support Platforms, labor productivity platform, monthly statistical reports, direct involvement in the annual operating budget process and other projects as needed by the organization. This position will interact with all levels of the organization to ensure a quality understanding of the financial reporting process and how to use related data to impact operational performance. In addition, this position will complete special projects and cost/benefit analysis to assist in business planning.
The organization is looking for a strong applicant, preferably with healthcare experience. This position requires analytical thinking as well as excellent communication skills. The financial analyst should possess those skills needed and have experience in forecasting, data trending, comparative analysis, variance reporting and explanation, business proforma development and other financial analytics.
Essential Functions:
- Daily Maintenance of Budgeting, Reporting, Cost Accounting, and Decision Support platform. The current system is use is StrataJazz.
- Daily maintenance of Labor Productivity platform. The current system is Laborlytics.
- Weekly reconciliation of GL/Payroll to Decision Support (PLM) and LaborLytics platforms.
- Financial Liaison to department leaders.
- Complete data request for department leaders.
- Work directly with accounting staff to automate manual processes and create departmental efficiencies including improved analytical reporting.
-Other duties and projects based upon organizational needs.
Financial Advisor
Finance internship 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
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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-ApplyFinancial Analyst, Investment Banking
Finance internship 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.