Finance representative jobs in Columbus, OH

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Associate Financial Advisor
Edward Jones 4.5
Finance representative job in Mount Vernon, OH
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 120 E Chestnut, Mount Vernon, OH This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $61800.00 Hiring Maximum: $65600.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$61.8k-65.6k yearly 4d ago
Financial Services Representative
Pyramid Consulting, Inc. 4.1
Finance representative job in Columbus, OH
Immediate need for a talented Financial Services Representative. This is a 06+ months contract opportunity with long-term potential and is located in Colombus, OH (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID: 25-93606 Pay Range: $18.50 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan. Key Responsibilities: Hours: 8 hrs. per day || 40 hrs. in a week Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Start date is flexible. Looking for contingent worker to work 12 PM to 5 PM Monday through Friday. Training will be in office but will only be required to come in 2 days per week either Monday and Tuesday or Tuesday and Wednesday after training is completed. Provides prompt efficient service for assigned product and/or service center internal and external customers. Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product. Reviews, underwrites, and processes applications for client contracts, client withdrawals, and life withdrawals in accordance with government regulations, contract provisions, and internal procedures and controls. Requests additional information when necessary. Communicates with customers, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records. Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses. Researches and corrects errors. Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel. Performs other duties as requested. Key Requirements and Technology Experience: Key Skills; Customer Service, technical proficiency I.e MS office and excel, problem Solving Four years of work experience. Work experience with undergraduate studies preferred. Knowledge: General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Basic mathematics and problem-solving techniques. Excel skills preferred. Ability to prioritize own work within standards. Effective written and oral communication skills to interact with customers, team members, and management. Decision making skills necessary for customer contacts. Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action. Decision making skills necessary for problem identification and correction. Proven ability to operate a CRT and PC. Education: High school diploma. Undergraduate diploma desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable. Our client is a leading Financial Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
$18.5-19 hourly 1d ago
General Interest - Experienced Investment Banker - Columbus or Cleveland
Copper Run Capital
Finance representative job in Columbus, OH
Headquartered in the heartland, Copper Run is a different kind of investment bank. We focus exclusively on middle market transactions, providing buy-side and sell-side M&A advisory on deals between $10M and $250M. We pride ourselves on delivering Wall Street execution for our clients while remaining grounded in solid Midwestern values. Our clients include top-tier private equity firms, sponsor-backed companies, and middle market businesses. Our firm is continuing to grow and is always looking for bankers who can immediately help execute on our excess deal flow as well as support our business development. QUALIFICATIONS Experience in investment banking, commercial banking, corporate finance, or similar fields A track record of: Sourcing Deals - including the ability to originate leads, market the firm to the potential client, and manage the engagement letter negotiation process Marketing Deals - utilizing strong communication skills and the eagerness to personally contact potential counterparties for deals Completing Transactions - including the ability to compile marketing materials, structure transactions, and successfully negotiate transactions, especially through the inevitable roadblocks Capable of effectively leading multiple day-to-day client relationships with the CEOs/business owners over long periods of time and multiple client engagements Ability to market transactions to private equity firms, strategic buyers, etc., with the ideal candidate already possessing solid relationships with said parties but not mandatory Self-motivated, personable (both with clients and colleagues), enjoys networking, and has a strong work ethic Ability to have fun FINRA Series 79, 7, and 63 a plus but not mandatory to start EEO STATEMENT (Equal Employment Opportunity) Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation.
$114k-213k yearly est. Auto-Apply 60d+ ago
Financial Aid Representative
Beonair Network of Media Schools
Finance representative job in Columbus, OH
Job DescriptionAbout Us: The BeOnAir Network is an organization that instructs students in all areas of the broadcast industry to become the next generation of media professionals. Our brand promise is “Learn from a Pro to Become a Pro”; students are trained by broadcast media professionals working in the field. The organization operates seven campuses across Ohio, Illinois, Colorado, and Miami. Like all members of the BeOnAir Network staff, the Financial Aid Advisor is expected to project the organization's core values and core purpose. This position supports a college and creative culture and ensures graduates are fully ready for entry-level employment opportunities. A key role of the Financial Aid Advisor is assisting students with their financial aid eligibility. This individual is accountable for the one-on-one advising involved in ensuring students comply with their federal financial aid. The Financial Aid Advisor will work closely and in conjunction with the Admissions Departments to provide financial aid options for potential new students and complete their packaging on time. The Financial Aid Advisor is also responsible for meeting a monthly cash collection goal. Additional responsibilities may include participation in orientation, graduation, campus events, and various tasks. The Financial Aid Advisor must have extensive experience and judgment to plan and accomplish campus and department goals. Scorecard accountabilities: Financial Aid first-time appointments, applicants that enroll within five days, same-day financial aid estimate, students enrolled in auto debit/payer express, cash collected vs. cash due, title 4 drawdowns on time, complete student financial aid packaging promptly. Responsibilities: Meet prospective students and determine their eligibility for financial aid and other most appropriate tuition options, including payment plans or other financing options. At a student's first meeting with the Financial Aid advisor, the goal of the visit is to be able to achieve an estimate of Financial Aid eligibility as a result of the student completing the FAFSA and receiving the EFC in an email confirmation. If the student has already completed the FAFSA during this session, the student should assign the school OPEID code to their FAFSA so the school can proceed with packaging. A follow-up appointment is to be scheduled within 48 hours so the student can return to complete the FA process. After a student is packaged and all internal documentation is filled out, enroll the student in payer express to contribute to the campus goal. Set all students up in QuickBooks Campus and QuickBooks Cash Receipt with all pertinent information, and upload award letters into QuickBooks. Upload files for review by NFA and RFA through the enrollment cycle. Upload Term 2 files for review by NFA and RFA once SAP is received from Education Submit completed drop packet for review by NFA and RFA Complete a payment plan form to ensure auto payment authorization and specific payment dates. Program tuition/fees or approved packing is due for all students by the end of add/drop. Assist students who are flagged for verification to complete the verification process within 2 weeks of informing student of being selected for verification. If any packaging for a student results in more than an out of pocket $5000 balance as of the last day of the last term, then approval must be requested from the CEO prior to the student sitting in class or being counted as an enrolled student. Ensure packaging does not exceed 30 months. If any additional time, seek approval from the National Director of Financial Assistance and Planning (NDFAP). - Adhere to non- interest payment plan: only available to students who after borrowing from Direct and Plus loans still have a balance left on their account. Print and file student ledgers to confirm all pulls were received. Maintain compliant FA files to include all documents on checklist that relate to the first term. (This includes: Enrollment Agreement, ISIR, NSEstimate of FA, Signed Award, Entrance Counseling, MPN, Payment Plan, and any items flagged for verification and ledger card. For the second terms proof of SAP assessment, revised ledger card and before graduation Exit counseling.) Responsible for maintaining receipt of payments. Complete nightly bank deposits. Interact with students using phone, email, texts, social media channels, and one-on-one communication to ensure accounts are less than 30 days past due. FA Advisor must conduct a daily review of the aging reports and/ or internal tracking reports for payments due by active cohorts to manage meeting weekly cash goal. Join in on weekly one-on-one ledger reviews with NFA and RFA and send a follow-up email about any pending financial aid needing to be requested Ensure payments are collected and processed on the due date. (If a due date falls on the weekend, payment should be sought the Friday before.) Complete a weekly review of grads and drops on aging to ensure accounts are current. Execute MPN's by the end of the drop/add period. Conduct Entrance and Exit counseling as due. Follow up with pending financial aid students to ensure they have all information needed for their education decision to meet app to enroll weekly goal. Supervision Received: This is an independent position that reports to the Campus Director and National Director of Financial Assistance and Planning. Two mandatory weekly meetings takes place: 1) Financial Aid Advisor to discuss goals to actual achievements; 2) Staff Meeting. Supervision of Others This individual may supervise another financial aid advisor should campus needs require. Physical Demands In order to fully service the staff and student needs this position requires the employee to often physically move from department to department. This is not a sedentary position. Occasional lifting, bending and climbing stairs Frequent talking, listening, walking, sitting and standing Ability to perform multiple concurrent tasks and function in a fast-paced working environment Work Experience Requirements Three years of business experience, ideally within a financial aid/customer service background. May need to complete credit, criminal, and drug background checks successfully. Education Requirements 4-year college degree and/or experience equivalency. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
$31k-62k yearly est. 4d ago
Financial Clearance Representative L2 (Pre-Certification Specialist)
Osuphysicians 4.2
Finance representative job in Columbus, OH
Looking to join our dynamic team at Ohio State University Physicians where excellence meets compassion? Who we are With over 100 cutting-edge outpatient center locations, dedicated to providing exceptional patient care while fostering a collaborative work environment, our buckeye team includes more than 1,800 nurses, medical assistants, physicians, advanced practice providers, administrative support staff, IT specialists, financial specialists and leaders that all play an important part. As an employee of Ohio State University Physicians (OSUP), you'll be an integral part of a team committed to advancing healthcare, education, and professional growth. Our culture At OSUP, we foster a culture grounded in the values of inclusion, empathy, sincerity, and determination. We meet our teams where they are, coming together to serve each other and our community. Our benefits We know that having options and robust benefit plans are important to you. OSUP prioritizes the wellbeing of our team and that's why we offer our employees a flexible, competitive benefit package. In addition to medical, dental, vision, health reimbursement accounts, flexible spending accounts, and retirement, we also offer an employee assistance program, paid time off, holidays, and a wellness program designed to support our employees so they can live their best lives. As an OSUP employee, you will be eligible for these various benefits depending on your employment status. Responsibilities Uses integrated health information systems and telephone technology with customer service skills to facilitate customer interactions such that the customer experiences the Medical Center and its entities as an accessible, coordinated, and seamless entity. Performs an accurate search for patients in EPIC database, thus reducing the number of duplicate patient records. Assesses the patient's financial ability to pay for services, referring patients to financial counseling staff when appropriate. Sends eligibility requests to all payors to verify accurate and current coverage. Provides required clinical, insurance, and demographic information to payor to obtain precertification. Verifies insurance eligibility via various tools. Requests and creates referrals for specified population, as required. Pre-certifies and obtains authorization numbers and enters information into patient's account obtaining medical, ICD and CPT codes. Contacts external companies to verify patient's employment and insurance information for Workers' compensation cases, as required. Works with the Veterans' Administration to ensure services are covered and authorized. Provides accurate information to billing and case management to ensure payment of claims. Interacts and maintains excellent working relationships with medical staff, referring physicians, and their designees to obtain complete, accurate, timely clinical and financial information required for payer reimbursement. Displays the highest level of customer service, attentiveness, and consideration possible in all cases, keeping within the standard set by the Office of Compliance and HIPAA in reference to confidentiality. Alerts management of problems with systems and workflow. The ability to perform the duties of FCR Pre-Reg and to assist that area as assigned. Other duties as assigned. Qualifications Associates degree or higher, or high school diploma/GED with 2+ years of experience in insurance, healthcare, or related field. Excellent customer service skills coupled with enthusiasm and compassion along with the ability to work in a fast paced environment. Exceptional verbal and written communication skills. High level of interpersonal skills to handle sensitive, confidential situations and establish effective working relationships with patients, physicians, team members, and others throughout the organization. Attendance, promptness, professionalism, the ability to pay attention to detail, cooperativeness with physicians, co-workers and supervisors, and politeness to customers, vendors, and patients. Ability to escalate issues if necessary. Knowledge and understanding of coding, insurance, and Federal, State, and 3rd party billing/reimbursement requirements. Experience with PC applications including MS Office and Internet. Ability to maintain employer training requirements. Pay Range USD $17.84 - USD $26.76 /Hr.
$17.8-26.8 hourly Auto-Apply 3d ago
Financial Aid Representative
Illinois Media School 4.4
Finance representative job in Columbus, OH
About Us: The BeOnAir Network is an organization that instructs students in all areas of the broadcast industry to become the next generation of media professionals. Our brand promise is "Learn from a Pro to Become a Pro"; students are trained by broadcast media professionals working in the field. The organization operates seven campuses across Ohio, Illinois, Colorado, and Miami. Like all members of the BeOnAir Network staff, the Financial Aid Advisor is expected to project the organization's core values and core purpose. This position supports a college and creative culture and ensures graduates are fully ready for entry-level employment opportunities. A key role of the Financial Aid Advisor is assisting students with their financial aid eligibility. This individual is accountable for the one-on-one advising involved in ensuring students comply with their federal financial aid. The Financial Aid Advisor will work closely and in conjunction with the Admissions Departments to provide financial aid options for potential new students and complete their packaging on time. The Financial Aid Advisor is also responsible for meeting a monthly cash collection goal. Additional responsibilities may include participation in orientation, graduation, campus events, and various tasks. The Financial Aid Advisor must have extensive experience and judgment to plan and accomplish campus and department goals. Scorecard accountabilities: Financial Aid first-time appointments, applicants that enroll within five days, same-day financial aid estimate, students enrolled in auto debit/payer express, cash collected vs. cash due, title 4 drawdowns on time, complete student financial aid packaging promptly. Responsibilities: * Meet prospective students and determine their eligibility for financial aid and other most appropriate tuition options, including payment plans or other financing options. * At a student's first meeting with the Financial Aid advisor, the goal of the visit is to be able to achieve an estimate of Financial Aid eligibility as a result of the student completing the FAFSA and receiving the EFC in an email confirmation. If the student has already completed the FAFSA during this session, the student should assign the school OPEID code to their FAFSA so the school can proceed with packaging. A follow-up appointment is to be scheduled within 48 hours so the student can return to complete the FA process. * After a student is packaged and all internal documentation is filled out, enroll the student in payer express to contribute to the campus goal. * Set all students up in QuickBooks Campus and QuickBooks Cash Receipt with all pertinent information, and upload award letters into QuickBooks. * Upload files for review by NFA and RFA through the enrollment cycle. * Upload Term 2 files for review by NFA and RFA once SAP is received from Education * Submit completed drop packet for review by NFA and RFA * Complete a payment plan form to ensure auto payment authorization and specific payment dates. Program tuition/fees or approved packing is due for all students by the end of add/drop. * Assist students who are flagged for verification to complete the verification process within 2 weeks of informing student of being selected for verification. * If any packaging for a student results in more than an out of pocket $5000 balance as of the last day of the last term, then approval must be requested from the CEO prior to the student sitting in class or being counted as an enrolled student. * Ensure packaging does not exceed 30 months. If any additional time, seek approval from the National Director of Financial Assistance and Planning (NDFAP). - Adhere to non- interest payment plan: only available to students who after borrowing from Direct and Plus loans still have a balance left on their account. * Print and file student ledgers to confirm all pulls were received. * Maintain compliant FA files to include all documents on checklist that relate to the first term. (This includes: Enrollment Agreement, ISIR, NSEstimate of FA, Signed Award, Entrance Counseling, MPN, Payment Plan, and any items flagged for verification and ledger card. For the second terms proof of SAP assessment, revised ledger card and before graduation Exit counseling.) * Responsible for maintaining receipt of payments. * Complete nightly bank deposits. * Interact with students using phone, email, texts, social media channels, and one-on-one communication to ensure accounts are less than 30 days past due. * FA Advisor must conduct a daily review of the aging reports and/ or internal tracking reports for payments due by active cohorts to manage meeting weekly cash goal. * Join in on weekly one-on-one ledger reviews with NFA and RFA and send a follow-up email about any pending financial aid needing to be requested * Ensure payments are collected and processed on the due date. (If a due date falls on the weekend, payment should be sought the Friday before.) * Complete a weekly review of grads and drops on aging to ensure accounts are current. * Execute MPN's by the end of the drop/add period. * Conduct Entrance and Exit counseling as due. * Follow up with pending financial aid students to ensure they have all information needed for their education decision to meet app to enroll weekly goal. Supervision Received: This is an independent position that reports to the Campus Director and National Director of Financial Assistance and Planning. Two mandatory weekly meetings takes place: 1) Financial Aid Advisor to discuss goals to actual achievements; 2) Staff Meeting. Supervision of Others This individual may supervise another financial aid advisor should campus needs require. Physical Demands In order to fully service the staff and student needs this position requires the employee to often physically move from department to department. This is not a sedentary position. * Occasional lifting, bending and climbing stairs * Frequent talking, listening, walking, sitting and standing * Ability to perform multiple concurrent tasks and function in a fast-paced working environment Work Experience Requirements * Three years of business experience, ideally within a financial aid/customer service background. * May need to complete credit, criminal, and drug background checks successfully. Education Requirements * 4-year college degree and/or experience equivalency. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
$43k-69k yearly est. 60d+ ago
2026 Finance - Local Government Summer Intern
Franklin County, Oh 3.9
Finance representative job in Columbus, OH
The MORPC Local Government Summer Internship Program provides the opportunity for undergraduate and graduate students to obtain practical work experience with a local government within MORPC's 15-county region to prepare them for possible careers in public service. MORPC coordinates the recruitment and placement of students to match each host's request; hosts make the final hiring decision and provide an hourly wage. Interns work for a host for a minimum of 16 hours to a maximum of 40 hours per week for a 10- to 14-week period, which means there are both part-time and full-time positions available. The summer 2026 internship program will begin on May 12th and will end on August 14th. Interns gain applicable knowledge to enhance classroom learning by working with current government professionals throughout Central Ohio and acquire insights into the services provided by a regional planning commission. Interns also can attend monthly commission meetings as well as special MORPC-sponsored events and are paired with a MORPC staff member to serve as their mentor during the summer internship program. Previous Finance interns have gained experience using Microsoft Dynamics 365, Excel, CUBS, and other financial management software programs on the job. Specific past assignments include: * Assisting with financial reporting, record keeping, and accounting relevant to local government in the form of invoices, payments, etc. * Completing financial reconciliation projects, including the reconciliation of bank records and reconciliation for the purpose of grant reporting, budget analysis, and audits * Conducting data analysis and participating in community outreach programs * Creating a ratio analysis report showing the profitability of a city's divisions * Providing administrative support, clerical assistance in office, and other duties as assigned Qualifications Students must meet the following requirements: * 30 hours of completed college coursework * Interest in public service careers * GPA 3.0 or higher (preferred) * Legally eligible to work in the United States * Reliable transportation to and from work * Attend a Central Ohio college OR attend other college and have access to local housing Benefits All MORPC internships are paid opportunities! Pay ranges between $15 to $20 per hour depending on the host. Additional benefits include practical work experience, mentorship, and exposure to services offered by a regional planning commission. Please apply online at ***************************** or you may mail a resume to: MORPC Attn: GA-6-26 111 Liberty St., Suite 100 Columbus, OH 43215 ************* No phone calls please.
$15-20 hourly 6d ago
Summer 2026 Finance & Accounting Internship with Victoria's Secret & Co.
Victoria's Secret 4.1
Finance representative job in Reynoldsburg, OH
Your Role Victoria's Secret & Co. is looking for interns to join their various Finance & Accounting teams for Summer 2026! Finance interns will have the opportunity to work alongside and learn from professionals that will provide hands-on training, as well as complete recurring and ad-hoc projects specific to the area in which each candidate is placed. Over the 12-week internship, interns will develop relationships with each other and key leaders within the enterprise through training, community service, and other associate-only experiences. Why You Belong Here At Victoria's Secret & Co, you'll join a world-leading specialty retail brand recognized globally for innovation and excellence in lingerie and fashion. You'll work alongside industry leaders to set the standard for what a retail brand can achieve, placing customers at the center of everything we do to create products and experiences that bring them joy. We believe everyone deserves a place where they truly belong. We celebrate individuality and know that your passion, experience, and unique perspective strengthen our team and business. Here, you'll be empowered to perform, grow, and engage through unmatched opportunities to develop your skills, gain real-world experience, and learn from the best in the business. Your Impact Day to day includes but not limited to: * Assist in preparation of standard business reporting and month-end close activities * Perform business and profitability analyses * Communicate research findings in a professional, clear, concise, and technical manner * Aid with departmental administrative needs * Complete special projects as directed Minimum Salary: $23.00 VS&Co provides a range of compensation for this role as shown. Your actual salary will be determined by a number of factors, including: your specific skills and experience, geographic region, or other relevant factors. Qualifications Your Experience * Working towards an undergraduate degree or equivalent * Must be able to work 40 hours per week during the summer of 2026 * Experience with Microsoft Office Suite (Excel, PowerPoint, and Outlook) * Demonstrate a strong desire to learn and possesses innate ability to be curious * Excellent verbal and written communication skills * General curiosity around retail and fashion industry We will consider for employment all qualified applicants, including those with arrest records, conviction records, or other criminal histories, in a manner consistent with the requirements of any applicable state and local laws. Please see links: California Fair Chance Act, Los Angeles Fair Chance Initiative for Hiring Ordinance, Philadelphia Fair Chance Law, San Francisco Fair Chance Ordinance, Los Angeles County Fair Chance Ordinance An equal opportunity employer, we do not discriminate in hiring or terms and conditions of employment because of an individual's race, color, religion, gender, gender identity, national origin, citizenship, age, disability, sexual orientation, marital status or any other protected category recognized by state, federal or local laws. We only hire individuals authorized for employment in the United States.
$23 hourly 60d+ ago
Virtual Banker III - Plano TX, Columbus OH, Tempe AZ - Bilingual English and Spanish Required
Jpmorgan Chase & Co 4.8
Finance representative job in Columbus, OH
JobID: 210687005 JobSchedule: Full time JobShift: : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Virtual Banker III within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all. Job Responsibilities * Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs. * Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience. * Partner with One Chase Partners to connect customers to experts for specialized financial needs. * Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly. * Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively. * Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations. * Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems. * Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits. * Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank. * Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs. Required Qualifications, Capabilities, and Skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. * 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation. * Demonstrated client-first attitude with the ability to create a hospitable and friendly experience. * Strong relationship-building skills, showing genuine care and concern during client interactions. * Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email. * Proficiency in quickly and accurately learning products, services, and procedures. * Ability to work collaboratively as a team to deliver seamless service with care and sincerity. * Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently. * Proven client service experience or comparable experience. * High school diploma, GED, or equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Experience adhering to banking policies, procedures, and regulatory requirements. * Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients. * College degree or military equivalent. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$30k-67k yearly est. Auto-Apply 21d ago
Financial Services Representative - State Farm Agent Team Member
Adam Deel-State Farm Agent
Finance representative job in Columbus, OH
Job DescriptionBenefits: 401(k) matching Bonus based on performance Company parties Competitive salary Dental insurance Free food & snacks Health insurance Opportunity for advancement Paid time off Parental leave Training & development Vision insurance Position Overview I am a local State Farm Insurance Agent looking to hire an outgoing and customer-focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experienced agent, see what it's like to run a business and help grow an agency. Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance and financial options. Adaption of skills necessary to operate a business. As an Agent Team Member, you will receive... Health, Dental, and Vision Insurance Salary plus commission/bonus Life/Disability Insurance Benefits 401K with matching funds Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Learning to market property/casualty, life, health and banking and financial products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively Qualifications Excellent communication skills - written, verbal, and listening Highly organized and detail-oriented Ability to build client rapport and establish relations Experience in sale preferred but not required Proactive in problem-solving Able to work in and manage a team environment Experience in Windows computer applications Able to coordinate and collaborate with others to achieve agency goals. Able to succeed in a fast-paced environment Able to obtain Property and Casualty License Able to obtain Life and Health License Able to obtain FINRA Series 7 and 63 Licenses Our Agency Adam Deel is a State Farm agent in Columbus, Ohio. We are a top ranked agency in the state of Ohio. Our work environment is fast-paced, team centric, and goal oriented. We focus on providing excellent training on the insurance industry while providing existing employees an opportunity to advance within the agency and State Farm. If you are ready to start your career in the insurance industry, our office would be a great home for you! Follow the next steps below to apply. Next Steps If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process.
$26k-44k yearly est. 30d ago
Finance Intern
OTC Industrial Technologies 4.5
Finance representative job in Columbus, OH
Finance Intern (Summer 2026) Reports To: Finance The Finance Intern will support the Finance teams with day-to-day operations, analysis, and reporting activities. This internship provides exposure to corporate finance functions, including budgeting, forecasting, financial reporting, and process improvement initiatives. Key Responsibilities: * Turn numbers into insights through analytics and financial modeling * Assist with monthly reporting, budgeting, and variance analysis * Gather and validate data for financial models and business reports * Partner with cross-functional teams to streamline financial processes * Take part in real projects that impact business decisions * Jump in on ad hoc projects and see how finance connects to every area of the company Qualifications: * Currently pursuing a bachelor's degree in Finance, Accounting, Business, or a related field * Strong analytical and problem-solving skills (you enjoy finding the "why" behind the numbers) * Proficiency in Microsoft Excel and familiarity with financial systems * Organized, detail-oriented, and eager to learn * Excellent communication skills and a collaborative mindset What You Will Gain * Real-world finance experience that strengthens your resume * Opportunities to apply what you've learned in class to real business challenges * Mentorship and guidance from experienced finance professionals * Exposure to key business functions beyond finance * A fun, supportive, and team-oriented environment that values your growth. * An inside look at how a growing company makes financial decisions.
$29k-33k yearly est. 50d ago
Virtual Banker II- Columbus, OH- Bilingual English and Spanish Required
JPMC
Finance representative job in Columbus, OH
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. You'll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion. This role offers a chance for career growth and the opportunity to make a significant impact in our company. As a Virtual Banker II in Consumer Banking, you will contribute significantly to the success of the Virtual Bank helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs. You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job Responsibilities Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs Required Qualifications, Capabilities, and Skills 1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation High school degree, GED, or foreign equivalent Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements Strong team orientation with a commitment of long-term career with the firm Excellent written and verbal communication skills Reading and speaking in both Spanish and English fluently is required for this role Preferred Qualifications, Capabilities, and Skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$26k-55k yearly est. Auto-Apply 60d+ ago
Finance Internship (Summer 2026)
Cardinal Health 4.4
Finance representative job in Dublin, OH
Cardinal Health's Summer Internship Program is a structured 10-12 week experience designed for undergraduate students who will be entering their senior year and are eager to make an impact. As an intern, you'll work on meaningful, business-critical projects that contribute to real outcomes while gaining exposure to the healthcare industry. What you'll gain: Hands-on experience through impactful projects Exposure to Cardinal Health's business and culture Development of leadership and professional skills Networking opportunities with peers and leaders A chance to interview for full-time roles upon successful completion Who we're looking for: Undergraduate students graduating between December 2026 and June 2027 Curious, driven, and eager to learn Interested in a career in the healthcare industry Program Highlights Real-World Experience Interns collaborate with Cardinal Health professionals, business partners, customers, and vendors on impactful projects and daily responsibilities. Each intern also serves on a planning committee to enhance leadership skills and concludes the summer by presenting their work to business leaders. Professional Development Interns participate in a formal mentoring program, connect with employees across the organization, and attend workshops to strengthen business acumen. The program also provides opportunities to explore full-time career paths. Networking Opportunities Through the Executive Speaker Series and various networking events, interns engage with senior leaders and build relationships with professionals across the company. Community & Camaraderie Interns participate in social, team-building, and community service events designed to build a strong peer network and enrich the overall internship experience. Job Description Summary Location: Dublin, Ohio Start Date: May 18 or 26, 2026 Hours: Approximately 40 hours a week for a minimum of 10 weeks *Assistance with temporary housing is provided for students not local to the internship location. As a Finance Intern, you could potentially support the organization in several of the following ways: Review and analyze key account profitability and develop recommendations to improve profitability Develop, analyze, and prepare reporting capabilities to support strategic initiatives in your area of the business Profitability analysis on specific business or solution Providing financial reporting to support the business Develop a strategic pricing framework to align business strategy to pricing strategy for the region by country Participation in daily FP&A activities, supporting monthly close cycle, reporting & analysis of financials Lead budget reviews for analysis of business operations and report trends to business leaders Enhancing existing templates to improve the efficiency of pricing, deal modeling, and profit improvement related work Other duties upon request Accountabilities in this role Demonstrate strong analytical skills and attention to detail in all tasks Communicate effectively across all levels of the organization Maintain a proactive, results-oriented approach to work Prioritize tasks efficiently, recognize urgency, and consistently meet deadlines Work independently with moderate guidance, showing initiative and ownership Adapt quickly to changing priorities and evolving business needs Qualifications To be considered for the Cardinal Health Summer 2026 Internship Program, candidates should meet a combination of the following criteria: Currently pursuing a bachelor's degree in Finance, Accounting, Economics, or related field, preferred Expected graduation between December 2026 and June 2027, preferred Minimum preferred cumulative GPA of 3.0 on a 4.0 scale Intermediate proficiency of Microsoft Excel, preferred Demonstrated leadership, communication and analytical skills Participation in extracurricular activities, community organizations and/or professional associations Must have unlimited work authorization in the United States without the need for employer sponsorship, now or at any time in the future Please note, applicants may redact any age-related information. Anticipated hourly rate: $22.00 per hour Bonus eligible: No Benefits: Medical, dental and vision coverage, Paid time off plan, Access to wages before pay day with my FlexPay Application window anticipated to close: 02/28/2026 *if interested in opportunity, please submit application as soon as possible. Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply. Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law. To read and review this privacy notice click here
$22 hourly Auto-Apply 60d+ ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance representative job in Upper Arlington, OH
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 60d+ ago
Financial Systems Internship (Summer 2026)
Vertiv Holdings, LLC 4.5
Finance representative job in Westerville, OH
The Financial Systems Intern at Vertiv will support the Finance and IT organizations by assisting in the maintenance, improvement, and testing of financial systems and related processes. This internship provides a unique opportunity for students to gain exposure to system architecture, data governance, and the intersection of finance and technology within a global business environment. Key Responsibilities: * Assist in the maintenance and enhancement of key financial systems such as Oracle and EPM (Enterprise Performance Management). * Support system testing for upgrades, patches, and new implementations. * Help document financial system processes, data flows, and user guides. * Partner with cross-functional teams including IT, Accounting, FP&A, and Reporting to identify and resolve system-related issues. * Perform data validation and reconciliation to ensure system accuracy and data integrity. * Participate in user access reviews and system controls testing to support SOX compliance. * Contribute to process improvement projects by analyzing workflows and recommending enhancements. Qualifications: * Currently pursuing a Bachelor's or Master's degree in Accounting, Finance, Information Systems, or a related field. * Strong analytical, organizational, and communication skills. * Proficiency in Excel; familiarity with ERP or financial reporting tools is a plus. * Interest in financial technology, systems, and data-driven decision-making. * Ability to work independently and in a team environment. What You'll Gain: * Hands-on experience with enterprise-level financial systems. * Exposure to financial operations in a global public company. * Cross-functional collaboration and insight into systems governance and financial reporting. * Mentorship from experienced finance and IT professionals. The successful candidate will embrace Vertiv's Core Principals & Behaviors to help execute our Strategic Priorities. OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Diversity & Inclusion. OUR STRATEGIC PRIORITIES * Customer Focus * Operational Excellence * High-Performance Culture * Innovation * Financial Strength OUR BEHAVIORS * Own It * Act With Urgency * Foster a Customer-First Mindset * Think Big and Execute * Lead by Example * Drive Continuous Improvement * Learn and Seek Out Development At Vertiv, we're on a mission to empower the people that will power the future. From a simple swipe to life-changing medicines, from push notifications to generative AI. We design, manufacture, and service the products and solutions that keep the world connected. With $6.9 billion in revenue, a strong customer base and global reach spanning nearly 70 countries, we are uniquely positioned to deliver greater value to our customers and create new opportunities for our people. Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to **********************. If you are interested in applying or learning more about this role, please visit the company's career page located on Vertiv.com/Careers Work Authorization No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire. #LI-PR1
$31k-39k yearly est. Auto-Apply 1d ago
Financial Services Representative - State Farm Agent Team Member
Ashley Himes-State Farm Agent
Finance representative job in Springfield, OH
Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with state regulations. QUALIFICATIONS: Prior experience in financial services preferred. Analytical and communication skills. Able to make presentations to customers. Life/Health insurance license (must be able to obtain, current licensees preferred). FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).
$26k-43k yearly est. 7d ago
Bank Cleaning- Part-Time 3 evenings a week - Sunbury Ohio
Crystal Clear Building Services
Finance representative job in Sunbury, OH
Full-Service Facility Maintenance Company offering a wide range of janitorial services for industrial, commercial and construction customers throughout Northeast Ohio for the past 28 years. Located in a Southeast suburb of Cleveland, Ohio off I 271 & 480 E. Broadway Forbes exit. Job Description Part Time evening bank cleaners needed 3 days a week M-W-F 6p-7p Pay Rate $15.00 hr. (Reliable transportation is a must) Call or Text ************ to schedule an interview Qualifications Clean Criminal Background, Reliable Transportation Min. 1 year of previous cleaning experience preferred Additional Information All your information will be kept confidential according to EEO guidelines.
$15 hourly 12h ago
Financial Aid Representative
Beonair Network of Media Schools
Finance representative job in Columbus, OH
About Us: The BeOnAir Network is an organization that instructs students in all areas of the broadcast industry to become the next generation of media professionals. Our brand promise is “Learn from a Pro to Become a Pro”; students are trained by broadcast media professionals working in the field. The organization operates seven campuses across Ohio, Illinois, Colorado, and Miami. Like all members of the BeOnAir Network staff, the Financial Aid Advisor is expected to project the organization's core values and core purpose. This position supports a college and creative culture and ensures graduates are fully ready for entry-level employment opportunities. A key role of the Financial Aid Advisor is assisting students with their financial aid eligibility. This individual is accountable for the one-on-one advising involved in ensuring students comply with their federal financial aid. The Financial Aid Advisor will work closely and in conjunction with the Admissions Departments to provide financial aid options for potential new students and complete their packaging on time. The Financial Aid Advisor is also responsible for meeting a monthly cash collection goal. Additional responsibilities may include participation in orientation, graduation, campus events, and various tasks. The Financial Aid Advisor must have extensive experience and judgment to plan and accomplish campus and department goals. Scorecard accountabilities: Financial Aid first-time appointments, applicants that enroll within five days, same-day financial aid estimate, students enrolled in auto debit/payer express, cash collected vs. cash due, title 4 drawdowns on time, complete student financial aid packaging promptly. Responsibilities: Meet prospective students and determine their eligibility for financial aid and other most appropriate tuition options, including payment plans or other financing options. At a student's first meeting with the Financial Aid advisor, the goal of the visit is to be able to achieve an estimate of Financial Aid eligibility as a result of the student completing the FAFSA and receiving the EFC in an email confirmation. If the student has already completed the FAFSA during this session, the student should assign the school OPEID code to their FAFSA so the school can proceed with packaging. A follow-up appointment is to be scheduled within 48 hours so the student can return to complete the FA process. After a student is packaged and all internal documentation is filled out, enroll the student in payer express to contribute to the campus goal. Set all students up in QuickBooks Campus and QuickBooks Cash Receipt with all pertinent information, and upload award letters into QuickBooks. Upload files for review by NFA and RFA through the enrollment cycle. Upload Term 2 files for review by NFA and RFA once SAP is received from Education Submit completed drop packet for review by NFA and RFA Complete a payment plan form to ensure auto payment authorization and specific payment dates. Program tuition/fees or approved packing is due for all students by the end of add/drop. Assist students who are flagged for verification to complete the verification process within 2 weeks of informing student of being selected for verification. If any packaging for a student results in more than an out of pocket $5000 balance as of the last day of the last term, then approval must be requested from the CEO prior to the student sitting in class or being counted as an enrolled student. Ensure packaging does not exceed 30 months. If any additional time, seek approval from the National Director of Financial Assistance and Planning (NDFAP). - Adhere to non- interest payment plan: only available to students who after borrowing from Direct and Plus loans still have a balance left on their account. Print and file student ledgers to confirm all pulls were received. Maintain compliant FA files to include all documents on checklist that relate to the first term. (This includes: Enrollment Agreement, ISIR, NSEstimate of FA, Signed Award, Entrance Counseling, MPN, Payment Plan, and any items flagged for verification and ledger card. For the second terms proof of SAP assessment, revised ledger card and before graduation Exit counseling.) Responsible for maintaining receipt of payments. Complete nightly bank deposits. Interact with students using phone, email, texts, social media channels, and one-on-one communication to ensure accounts are less than 30 days past due. FA Advisor must conduct a daily review of the aging reports and/ or internal tracking reports for payments due by active cohorts to manage meeting weekly cash goal. Join in on weekly one-on-one ledger reviews with NFA and RFA and send a follow-up email about any pending financial aid needing to be requested Ensure payments are collected and processed on the due date. (If a due date falls on the weekend, payment should be sought the Friday before.) Complete a weekly review of grads and drops on aging to ensure accounts are current. Execute MPN's by the end of the drop/add period. Conduct Entrance and Exit counseling as due. Follow up with pending financial aid students to ensure they have all information needed for their education decision to meet app to enroll weekly goal. Supervision Received: This is an independent position that reports to the Campus Director and National Director of Financial Assistance and Planning. Two mandatory weekly meetings takes place: 1) Financial Aid Advisor to discuss goals to actual achievements; 2) Staff Meeting. Supervision of Others This individual may supervise another financial aid advisor should campus needs require. Physical Demands In order to fully service the staff and student needs this position requires the employee to often physically move from department to department. This is not a sedentary position. Occasional lifting, bending and climbing stairs Frequent talking, listening, walking, sitting and standing Ability to perform multiple concurrent tasks and function in a fast-paced working environment Work Experience Requirements Three years of business experience, ideally within a financial aid/customer service background. May need to complete credit, criminal, and drug background checks successfully. Education Requirements 4-year college degree and/or experience equivalency. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
$31k-62k yearly est. 60d+ ago
Virtual Banker III - Plano TX, Columbus OH, Tempe AZ
Jpmorgan Chase & Co 4.8
Finance representative job in Columbus, OH
JobID: 210686991 JobSchedule: Full time JobShift: : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Virtual Banker III within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all. Job Responsibilities * Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs. * Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience. * Partner with One Chase Partners to connect customers to experts for specialized financial needs. * Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly. * Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively. * Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations. * Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems. * Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits. * Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank. * Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs. Required Qualifications, Capabilities, and Skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. * 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation. * Demonstrated client-first attitude with the ability to create a hospitable and friendly experience. * Strong relationship-building skills, showing genuine care and concern during client interactions. * Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email. * Proficiency in quickly and accurately learning products, services, and procedures. * Ability to work collaboratively as a team to deliver seamless service with care and sincerity. * Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently. * Proven client service experience or comparable experience. * High school diploma, GED, or equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Experience adhering to banking policies, procedures, and regulatory requirements. * Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients. * College degree or military equivalent. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$30k-67k yearly est. Auto-Apply 21d ago
Finance Internship (Summer 2026)
Cardinal Health 4.4
Finance representative job in Dublin, OH
Cardinal Health's Summer Internship Program is a structured 10-12 week experience designed for undergraduate students who will be entering their senior year and are eager to make an impact. As an intern, you'll work on meaningful, business-critical projects that contribute to real outcomes while gaining exposure to the healthcare industry. What you'll gain: * Hands-on experience through impactful projects * Exposure to Cardinal Health's business and culture * Development of leadership and professional skills * Networking opportunities with peers and leaders * A chance to interview for full-time roles upon successful completion Who we're looking for: * Undergraduate students graduating between December 2026 and June 2027 * Curious, driven, and eager to learn * Interested in a career in the healthcare industry Program Highlights Real-World Experience Interns collaborate with Cardinal Health professionals, business partners, customers, and vendors on impactful projects and daily responsibilities. Each intern also serves on a planning committee to enhance leadership skills and concludes the summer by presenting their work to business leaders. Professional Development Interns participate in a formal mentoring program, connect with employees across the organization, and attend workshops to strengthen business acumen. The program also provides opportunities to explore full-time career paths. Networking Opportunities Through the Executive Speaker Series and various networking events, interns engage with senior leaders and build relationships with professionals across the company. Community & Camaraderie Interns participate in social, team-building, and community service events designed to build a strong peer network and enrich the overall internship experience. Job Description Summary Location: Dublin, Ohio Start Date: May 18 or 26, 2026 Hours: Approximately 40 hours a week for a minimum of 10 weeks * Assistance with temporary housing is provided for students not local to the internship location. As a Finance Intern, you could potentially support the organization in several of the following ways: * Review and analyze key account profitability and develop recommendations to improve profitability * Develop, analyze, and prepare reporting capabilities to support strategic initiatives in your area of the business * Profitability analysis on specific business or solution * Providing financial reporting to support the business * Develop a strategic pricing framework to align business strategy to pricing strategy for the region by country * Participation in daily FP&A activities, supporting monthly close cycle, reporting & analysis of financials * Lead budget reviews for analysis of business operations and report trends to business leaders * Enhancing existing templates to improve the efficiency of pricing, deal modeling, and profit improvement related * work * Other duties upon request Accountabilities in this role * Demonstrate strong analytical skills and attention to detail in all tasks * Communicate effectively across all levels of the organization * Maintain a proactive, results-oriented approach to work * Prioritize tasks efficiently, recognize urgency, and consistently meet deadlines * Work independently with moderate guidance, showing initiative and ownership * Adapt quickly to changing priorities and evolving business needs Qualifications To be considered for the Cardinal Health Summer 2026 Internship Program, candidates should meet a combination of the following criteria: * Currently pursuing a bachelor's degree in Finance, Accounting, Economics, or related field, preferred * Expected graduation between December 2026 and June 2027, preferred * Minimum preferred cumulative GPA of 3.0 on a 4.0 scale * Intermediate proficiency of Microsoft Excel, preferred * Demonstrated leadership, communication and analytical skills * Participation in extracurricular activities, community organizations and/or professional associations * Must have unlimited work authorization in the United States without the need for employer sponsorship, now or at any time in the future Please note, applicants may redact any age-related information. Anticipated hourly rate: $22.00 per hour Bonus eligible: No Benefits: Medical, dental and vision coverage, Paid time off plan, Access to wages before pay day with my FlexPay Application window anticipated to close: 02/28/2026 *if interested in opportunity, please submit application as soon as possible. Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply. Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.
$22 hourly Auto-Apply 15d ago

Learn more about finance representative jobs

How much does a finance representative earn in Columbus, OH?

The average finance representative in Columbus, OH earns between $23,000 and $84,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Columbus, OH

$44,000

$23,00010%

$44,000Median

$84,00090%

What are the biggest employers of Finance Representatives in Columbus, OH?

The biggest employers of Finance Representatives in Columbus, OH are:

Western & Southern Financial Group
Huntington National Bank
Beonair Network of Media Schools
Allstate
Illinois Holocaust Museum & Education Center
OSU Physicians
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Finance representative jobs in Columbus, OH

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Finance Internship (Summer 2026)

Learn more about finance representative jobs

How much does a finance representative earn in Columbus, OH?

What are the biggest employers of Finance Representatives in Columbus, OH?