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Investments manager full time jobs - 84 jobs

  • Asset Management - Tax Smart Strategies - Portfolio Manager - Associate

    JPMC

    Columbus, OH

    The Tax Smart Strategies team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM), and manages $25B in AUM in active and index tax aware / direct-indexing strategies. As a Portfolio Manager - Associate, on the Tax Smart Strategy Portfolio Management team you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies. Job responsibilities: Assist with daily portfolio management for direct indexing and tax aware SMA portfolios Manage ongoing oversight of portfolio and strategy level performance and attribution Translating research into actionable and investable systematic investment processes and portfolios Partnering with technology, quant, product and client teams to design, build and improve scalable investment platforms Required qualifications, skills and capabilities: 2-5 years of full-time relevant work experience Detail oriented and process driven Strong data analysis and excel skills Experience using portfolio optimizers and risk models Experience with tax optimization preferred Familiarity with separately managed accounts Familiarity with index methodologies Preferred qualifications, skills and capabilities: Python/SQL experience desirable Python/SQL experience desirable Progress towards MBA, CFA and/or equivalent desirable
    $77k-139k yearly est. Auto-Apply 60d+ ago
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  • Senior Portfolio Manager - Wholesale Credit Delivery - Middle Market segment

    Truist 4.5company rating

    Columbus, OH

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Underwrites credit exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. **Essential Duties and Responsibilities** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Underwriting: Leads the entire commercial underwriting process both internally and externally with prospects and clients. Underwrites and documents all prospect and client transactions. Possesses a mastery of client expertise, analyzes individual company performance and drives accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches. Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA). Provides independent analysis of financial statements and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of ancillary products. Is accountable for the risk evaluation and associated regulatory compliance requirements. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings. Portfolio Management: Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues and following through for remediation. Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk. Client Calling Effort: In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria. Manage data integrity of all data inputs and outputs. Review and update loan systems information to ensure accuracy. Span of Control: no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions. Decision-Making and Autonomy: Teammates in this role are charged with providing independent current and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting. The recommendation is finally approved by ultimate risk approval officer. Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and management of significant client exposure. Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate. Project or Program Management: Must be able to handle a large portfolio of complex/levered clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole. Nature and Area of Impact, including Risk: Must deliver solid credit and underwriting analyses and risk rating recommendations. Key risk drivers are credit and operational. **Qualifications** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. + Bachelor's Degree in Finance or related field and at least 5+years of related training and experience in commercial credit analysis. + Mastery level proficiency with MS Office Desktop applications. + Strong interpersonal skills and solid written/verbal communication are essential. + Sound credit skills essential. + Must have strong attention to detail. + Ability to prioritize workflow and multi-task in a fast-paced environment. **Preferred Qualifications:** + Has successfully held similar role with commercial financial institution or like experience. + Industry or sub-sector expertise. + Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino) \#Memphis #Nashville #Cincinnati #ColumbusOH The annual base salary for this position is $140,000 - $170,000. Additional incentive pay is available for this position. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $140k-170k yearly 18d ago
  • Asset Management- Private Securitized Portfolio Manager - Executive Director

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH

    JobID: 210696837 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $200,000.00-$350,000.00 As a highly motivated Securitized Credit PM in our team in Columbus or New York, you will focus on expanding the private securitized platform. GFICC manages a broad range of strategies, through funds and/or separate accounts. Our team has a demonstrated long-term track record of strong performance and is responsible for $80+bn in securitized credit AUM across the spectrum of the securitized credit assets, including ABS, CMBS, non-agency RMBS, and CLOs. We are seeking a highly motivated Securitized Credit PM to join our team in Columbus or New York that will focus on expanding the private securitized platform. This role is ideal for candidates with 10+ years of experience structuring and/or investing in private securitized who are eager to work closely with senior professionals in sourcing, structuring and investing in private securitizations. You will be part of a collaborative and supportive team, gaining exposure to credit research as well as portfolio management and trading while contributing to the investment process. Job Responsibilities * Conduct thorough sector and issuer due diligence, tracking trends, performance, and macroeconomic drivers to formulate investment recommendations * Actively monitor market themes and sector trends to identify investment opportunities * Build and maintain relationships with both internal and external participants, including portfolio managers, investment specialists, issuers, rating agencies, and broker-dealers * Handle all aspects of private securitization including sourcing, structuring, negotiating (legal, rating agency, issuer) and closing transactions * Continually monitor Private Securitized holdings to ensure alignment with credit views and with client risk appetite and guidance. Facilitate ongoing credit analysis, including internal ratings and valuation Required qualifications, capabilities and skills * 10+ years of securitized credit experience across one or more sub-sectors * Knowledge of multiple securitized sectors including ABS, CMBS, RMBS and CLO * Knowledge of Intex and/or Trepp * Strong written and verbal communication skills, with the ability to communicate concisely under typically stringent time constraints * Demonstrated ability to work effectively in a team-oriented environment and manage multiple tasks Preferred qualifications, capabilities and skills * CFA Charter-holder preferred * Ideal experience as a research analyst, portfolio manager or banker
    $83k-126k yearly est. Auto-Apply 24d ago
  • Advanced Specialist, Commercial Portfolio Manager

    Pearson 4.7company rating

    Columbus, OH

    Pearson is seeking an experienced Commercial Portfolio Manager for Statistics in Higher Education Courseware to join a highly collaborative team dedicated to prioritizing customer value embedded in the products we build. This role will focus on overseeing a portfolio of products (such as eTexts and print books, and our homework platform, MyLab XL) by capitalizing on market opportunities, meeting customer needs, and delivering improved learner outcomes which ultimately drive value for our end users and revenue for Pearson. We value teamwork, trust, flexibility, achievement, curiosity, and solving difficult problems. The role reports to the Director of Commercial Portfolio Management for Math and Physical Science. **Key Responsibilities:** + Serve as the voice of the customer by working with colleagues in North America (and globally) to support the identification, assessment, and prioritization of market opportunities & customer pain points in math education, ensuring focus on maximizing both commercial and learner outcomes + Lead product strategy and contribute to the creation of new products and features, while phasing out existing products as needed. Focus on developing a strategic plan to guide the future of the portfolio in the education product space + Gather and analyze customer feedback and market research to gain deep insights into product performance, market trends, and competitor offerings. Use this information to inform product strategy and prioritize initiatives that address key customer needs + Champion data-driven decision-making, using strong data analysis skills to assess product performance and inform next steps, while balancing operational delivery with strategic thinking + Acquire and manage authorial talent, working directly with authors to bring their best work to market and ensure the product aligns with customer needs and expectations + Collaborate with cross-functional teams, including other Commercial Portfolio Managers, Content Strategy, Sales, Marketing, UX, Efficacy & Learning Research, and the Product Management teams, to create innovative products that drive improved learner outcomes and deliver commercial value for Pearson + Drive continuous product improvement post-launch, optimizing customer experience, adapting to geography/market segment requirements, responding to competitor actions, and improving both learner and commercial outcomes + Support achievement of the financial targets for your product(s) through knowledge and creation of the product P&Ls + Provide mentorship and guidance to junior team members, helping them navigate complex tasks and develop their skills. Share expertise to help shape team projects and contribute to a culture of continuous learning + Communicate effectively with stakeholders, presenting data, insights, and product strategies clearly and persuasively to support key decisions and product direction. **Qualifications:** + Bachelor's degree or equivalent + Commercial product management/portfolio management experience, including managing digital products + 2-3 years experience as a college sales representative preferred + Ability to travel as needed (up to 10%) + Strong understanding of education, particularly higher education, and learning from a consumer viewpoint + Ability to balance strategic thinking with operational execution across multiple markets + Passion for design thinking, applying empathy, curiosity, and collaboration to explore innovative ideas + Exceptional communication skills, with the ability to tell a compelling story using data and customer feedback to drive decisions + Competence in analyzing market trends and identifying actionable insights to develop strategic product initiatives. This role provides an opportunity to take ownership of key product initiatives, collaborate with diverse teams, and develop your expertise further, all while contributing to the growth and success of Pearson's Math and Statistics portfolio. Compensation at Pearson is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific location. As required by the California, Colorado, Hawaii, Maryland, New York State, New York City, Washington State, and Washington DC laws, the pay range for this position is as follows: This position is eligible to participate in an annual incentive program, and information on benefits offered is here. Applications will be accepted through **January 30, 2026** . This window may be extended depending on business needs. **Who we are:** At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson. Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing ******************************************. **Job:** Portfolio Management **Job Family:** GO\_TO\_MARKET **Organization:** Higher Education **Schedule:** FULL\_TIME **Workplace Type:** Remote **Req ID:** 21939 \#location
    $62k-102k yearly est. 49d ago
  • Wealth Management Portfolio Manager

    Park National Bank 3.8company rating

    Columbus, OH

    JOB RESPONSIBILITIES * Responsible for managing, evaluating, and monitoring investment portfolios for trust & investment clients * Meet with prospective clients to discuss their financial objectives and risk tolerances, and present tailored solutions. * Establish and implement investment objectives on a client-by-client basis. * Communicate performance results and conduct presentations on the markets, products, strategies, etc. as needed. * Review, analyze and restructure client portfolios on an ongoing basis to maintain compliance with the account objective in the context of the assessed client needs and risk tolerances. * Complete all regulatory reviews. * Advise and mentor new Portfolio Managers, when applicable. * Evaluate mutual fund portfolios and other models used for global rebalancing. * Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks * Deliver a consistent, high level of service within our Serving More standards * Other duties as assigned DESIRED KNOWLEDGE, SKILLS AND ABILITIES * Interpersonal/Customer Service Skills * Written and Verbal Communication * Ability to understand and follow directions * Adaptable to change * Basic Computer Skills * Leadership/Management Skills * Ability to influence others * Ability to build collaborative relationships * Organizational Skills/Detail Oriented * Analytical Thinking * Able to Multi-Task or Juggle Priorities * Problem/Situation Analysis * Technical Expertise * Strategic Planning and Decision Making * Creativity * Ability to develop or mentor others * Ability to work as part of a team EDUCATION AND EXPERIENCE * Must possess high school diploma or equivalent * Bachelor's degree in business or equivalent combination and work experience * 2-4 years of specialization experience SCHEDULE Department hours are Monday through Friday 8 am to 5 pm. This position is salary, exempt, and full-time. A minimum 40 hours is required. Early morning and evening appointments as needed. This is a hybrid role and will require travel between our Downtown Columbus and Newark, Ohio offices. Physical Requirements: This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information.
    $87k-119k yearly est. 60d+ ago
  • Manager Tax

    Laura Mercier Cosmetics and Revive Skincare 4.4company rating

    Columbus, OH

    About Us Orveon is a new kind of beauty company launched in December 2021 when we acquired our three iconic brands - bare Minerals, BUXOM, and Laura Mercier. With more than 600 associates, operating in 40+ countries, we're truly a global business. Our headquarters are in New York, with additional locations in major cities worldwide. We love our brands and are embarking on a powerful shift: To change how the world thinks about beauty. We are a collective of premium and prestige beauty brands committed to making beauty better and creating consumer love. People here are passionate, innovative, and thoughtful. This is an inspirational group of talented people, working together to build something better. We are looking for the best talent to join us on that journey. We believe we can accomplish more when we move as one. About The Role The US and Canada Indirect Tax Manager is responsible for overseeing all aspects of indirect tax compliance, planning, and advisory for operations in the United States and Canada. This role will ensure timely and accurate filing of indirect tax returns, manage audits and inquiries from tax authorities, and partner with internal stakeholders to minimize risk and identify tax savings opportunities. The position requires strong technical knowledge of indirect tax laws and regulations, including sales and use tax, GST/HST, PST, QST, and similar regimes. Primary Duties & Responsibilities * Lead and manage indirect tax compliance processes for the US and Canada, including the preparation, review, and filing of all required returns and reports. * Monitor changes in tax legislation and assess the impact on business operations; communicate key developments to management and relevant teams. * Oversee and support tax audits, inquiries, and correspondence with US and Canadian tax authorities, ensuring timely and accurate responses. * Provide technical guidance on indirect tax matters for business transactions, contracts, and new initiatives, working closely with legal, finance, and operations teams. * Identify and implement process improvements to enhance tax compliance efficiency and accuracy. * Evaluate and manage indirect tax risks; proactively recommend strategies for risk mitigation and tax savings. * Support indirect tax aspects of system implementations, upgrades, and automation projects. * Coordinate and review work of external advisors and consultants as needed. * Develop and deliver indirect tax training to internal stakeholders. * Prepare and present regular reporting on indirect tax positions, risks, and opportunities to senior management. Qualifications * Bachelor's degree in Accounting, Finance, Tax, or related field; CPA or equivalent professional certification preferred. * 5+ years of experience in indirect tax, with a focus on US and Canadian jurisdictions (sales and use tax, GST/HST, PST, QST, etc.). * Strong understanding of US and Canadian indirect tax laws, compliance requirements, and audit procedures. * Experience in managing complex indirect tax issues in a multi-state/province and cross-border environment. * Excellent analytical, research, and problem-solving skills. * Strong communication and interpersonal abilities; capable of working effectively with cross-functional teams. * Proficiency with tax compliance and ERP systems; experience with tax automation tools is an asset. * Ability to manage multiple priorities and deadlines in a fast-paced environment. Working Conditions * Position may require occasional travel within the US and Canada. * Hybrid work options may be available depending on company policy. What Orveon Offers You You are a creator of Orveon's success and your own. This is a rare opportunity to share your voice, accelerate your career, drive innovation and fostering growth. We're a human sized company so your work will have a big impact on the organization. We invest in the well-being of our Orveoners - both personally and professionally and provide tailored benefits to support all of you, such as: * "Hybrid First" Model 2-3 days per week in office, balancing virtual and face-to-face interactions. * "Work From Anywhere" - Freedom to work three (3) weeks annually from the lo-cation of your choice. * Complimentary Products - Free and discounted products on new releases and fan-favorites. * Professional Development - Exposure to senior leadership, learning and development programs, and career advancement opportunities. * Community Engagement - Volunteer opportunities in the communities in which we live and work. Other things to know! Pay Transparency- One of our values is Stark Honesty, and the following represents a good faith estimate of the compensation range for this position. At Orveon Global, we carefully consider a wide range of non-discriminatory factors when deter-mining salary. Actual salaries will vary depending on factors including but not limited to location, education, experience, and qualifications. The pay range for this position $98,000-$130,000. Supplemented with all the amazing benefits above for full-time employees! Opportunities and Accommodations- Orveon is deeply committed to building a workplace and global community where inclusion is not only valued but prioritized. Find out more on our careers page. BE AWARE OF FRAUD! Please be aware of potentially fraudulent job postings or suspicious recruiter activity by persons that are posing as Orveon Global Recruiters/HR. Please confirm that the person you are working with has ******************** email address. Additionally, Orveon Global does NOT request financial information or payments from candidates at any point during the hiring process. If you suspect fraudulent activity, please visit the Orveon Global Careers Site at *********************************** to verify the posting and apply though our secure online portal.
    $98k-130k yearly 60d+ ago
  • Global Tax Manager

    Ensono 4.4company rating

    Columbus, OH

    Global Tax ManagerRemote - United StatesJR012525 At Ensono, our **Purpose is to be a relentless ally, disrupting the status quo and unleashing our clients to Do Great Things** **_!_** We enable our clients to achieve key business outcomes that reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep up with continuous change and embrace innovation. We can **Do Great Things** because we have great Associates. The Ensono Core Values unify our diverse talents and are woven into how we do business. These five traits are the key to achieving our purpose. Honesty Reliability Curiosity Collaboration Passion **About the role and what you'll be doing:** The Global Tax Manager is responsible for assisting with all aspects of global and US tax compliance for Ensono and report to the Global Tax Director. Perfect role for someone that wants to have their hands in all aspects of Corporate tax. The ideal candidate will have strong technical expertise in both global and US tax matters, including income tax, indirect tax, property tax, and accounting for income taxes. **Key Responsibilities** + Managing global tax compliance, including corporate income tax, VAT/GST, and withholding taxes across multiple jurisdictions. + Coordinate with outsourced providers in their preparation and timely filing of returns for US federal, state and local income tax sales and use tax, property tax, and other indirect tax filings. + Prepare the global income tax provision in accordance with US GAAP (ASC 740), including quarterly and annual tax provision calculations, financial statement footnote disclosures, and all supporting workpapers. + Work with the Company's external auditors on their review of the global income tax provision and related tax accounting matters. + Lead tax audits across multiple jurisdictions, including US, state and local, sales, and payroll tax audits/controversies. Organizing internal and external response teams as needed. + Oversee the analysis of intercompany transactions and the timely completion of transfer pricing documentation, ensuring compliance with OECD and local regulations. + Support internal stakeholders with tax-related queries, training, and process improvements. + Monitor changes in global and US tax laws and regulations, assessing impact on the business, and communicating relevant updates to stakeholders. + Work with Legal and Finance teams in the planning/formation of new entities, and implementing the setup of tax function in new jurisdictions. + Liaise with external advisors, consultants, and tax authorities as needed. **We want all new Associates to succeed in their roles at Ensono. That's why we've outlined the job requirements below. To be considered for this role, it's important that you meet all Required Qualifications. If you do not meet all of the Preferred Qualifications, we still encourage you to apply.** **Required Qualifications** + Bachelor's degree in Accounting, Finance, or a related field; CPA or equivalent professional qualification preferred. + 5+ years of experience in international and US tax, preferably in a multinational corporation or Big 4 accounting firm. + Strong knowledge of tax accounting rules under US GAAP (ASC 740) and experience preparing and reviewing income tax provisions. + In-depth understanding of US federal, state, and local tax compliance, including sales and use tax and property tax. + Experience with global tax compliance issues including transfer pricing, and international tax regulations (OECD, BEPS, etc.). + Excellent analytical, organizational, and project management skills. + Strong written and verbal communication skills, with the ability to explain complex tax concepts to non-tax professionals. **Preferred Qualifications** + Master's in Taxation, LLM in Tax Law, or equivalent advanced degree. + Proficiency with tax compliance and provision software, and ERP systems (e.g., Workday, SAP, Oracle, OneSource, Alteryx, etc.). + Experience with M&A, cross-border transactions, and tax due diligence. + Familiarity with tax technology tools and process automation. + Experience working in a fast-paced, multinational environment and collaborating with cross-functional teams across different time zones. **Why Ensono?** Ensono is a place to make better happen - for our clients and for your career. You can do great things through innovation or collaboration, by learning or volunteering, or to promote diversity and inclusion. You can do great things for your own health or for a healthier planet. Whatever it means to you to do great things we want Ensono to be the place you can do it. We are a client-facing business, but we do encourage clients to allow us to work remotely most of the time so if you are not required to be on a client site, you can choose to work from home or in our Ensono offices. Some of our benefits include: + Unlimited Paid Days Off + Three health plan options through Blue Cross Blue Shield + 401k with company match + Eligibility for dental, vision, short and long-term disability, life and AD&D coverage, and flexible spending accounts + Paid Maternity Leave, Paternity Leave, and Sabbatical Leave + Education Reimbursement, Student Loan Assistance or 529 College Funding + Enhanced fertility coverage + Wellness program + Flexible work schedule + Depending on location, ability to take advantage of fitness centers As of the date of this posting, a good faith estimate of the current pay scale for this role is $92,000 to $135,000 annually based on a full-time schedule. Please note that placement in the range may vary based on numerous factors including but not limited to skills, experience, internal equity, and business needs. In addition to base salary, other compensation programs, depending on eligibility, include an annual bonus plan based on company and individual performance, and an equity grant under our Associate Equity Appreciation Program. Ensono is an Equal Opportunity/Affirmative Action employer. We are committed to providing equal employment to our Associates and building a diverse and inclusive workforce. All qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or other legally protected basis, in accordance with applicable law. Pay transparency nondiscrimination statement/posting OFCCP's pay transparency policy can be found on OFCCP's website (*********************************************************************************************** . If you need accommodation at any point during the application or interview process, please let your recruiter know or email ****************************** . JR012525
    $92k-135k yearly 60d+ ago
  • Manager Tax

    Orveon Global

    Columbus, OH

    About Us Orveon is a new kind of beauty company launched in December 2021 when we acquired our three iconic brands - bare Minerals, BUXOM, and Laura Mercier. With more than 600 associates, operating in 40+ countries, we're truly a global business. Our headquarters are in New York, with additional locations in major cities worldwide. We love our brands and are embarking on a powerful shift: To change how the world thinks about beauty. We are a collective of premium and prestige beauty brands committed to making beauty better and creating consumer love. People here are passionate, innovative, and thoughtful. This is an inspirational group of talented people, working together to build something better. We are looking for the best talent to join us on that journey. We believe we can accomplish more when we move as one. About The Role The US and Canada Indirect Tax Manager is responsible for overseeing all aspects of indirect tax compliance, planning, and advisory for operations in the United States and Canada. This role will ensure timely and accurate filing of indirect tax returns, manage audits and inquiries from tax authorities, and partner with internal stakeholders to minimize risk and identify tax savings opportunities. The position requires strong technical knowledge of indirect tax laws and regulations, including sales and use tax, GST/HST, PST, QST, and similar regimes. Primary Duties & Responsibilities Lead and manage indirect tax compliance processes for the US and Canada, including the preparation, review, and filing of all required returns and reports. Monitor changes in tax legislation and assess the impact on business operations; communicate key developments to management and relevant teams. Oversee and support tax audits, inquiries, and correspondence with US and Canadian tax authorities, ensuring timely and accurate responses. Provide technical guidance on indirect tax matters for business transactions, contracts, and new initiatives, working closely with legal, finance, and operations teams. Identify and implement process improvements to enhance tax compliance efficiency and accuracy. Evaluate and manage indirect tax risks; proactively recommend strategies for risk mitigation and tax savings. Support indirect tax aspects of system implementations, upgrades, and automation projects. Coordinate and review work of external advisors and consultants as needed. Develop and deliver indirect tax training to internal stakeholders. Prepare and present regular reporting on indirect tax positions, risks, and opportunities to senior management. Qualifications Bachelor's degree in Accounting, Finance, Tax, or related field; CPA or equivalent professional certification preferred. 5+ years of experience in indirect tax, with a focus on US and Canadian jurisdictions (sales and use tax, GST/HST, PST, QST, etc.). Strong understanding of US and Canadian indirect tax laws, compliance requirements, and audit procedures. Experience in managing complex indirect tax issues in a multi-state/province and cross-border environment. Excellent analytical, research, and problem-solving skills. Strong communication and interpersonal abilities; capable of working effectively with cross-functional teams. Proficiency with tax compliance and ERP systems; experience with tax automation tools is an asset. Ability to manage multiple priorities and deadlines in a fast-paced environment. Working Conditions Position may require occasional travel within the US and Canada. Hybrid work options may be available depending on company policy. What Orveon Offers You You are a creator of Orveon's success and your own. This is a rare opportunity to share your voice, accelerate your career, drive innovation and fostering growth. We're a human sized company so your work will have a big impact on the organization. We invest in the well-being of our Orveoners - both personally and professionally and provide tailored benefits to support all of you, such as: “Hybrid First” Model 2-3 days per week in office, balancing virtual and face-to-face interactions. “Work From Anywhere” - Freedom to work three (3) weeks annually from the lo-cation of your choice. Complimentary Products - Free and discounted products on new releases and fan-favorites. Professional Development - Exposure to senior leadership, learning and development programs, and career advancement opportunities. Community Engagement - Volunteer opportunities in the communities in which we live and work. Other things to know! Pay Transparency- One of our values is Stark Honesty, and the following represents a good faith estimate of the compensation range for this position. At Orveon Global, we carefully consider a wide range of non-discriminatory factors when deter-mining salary. Actual salaries will vary depending on factors including but not limited to location, education, experience, and qualifications. The pay range for this position $98,000-$130,000. Supplemented with all the amazing benefits above for full-time employees! Opportunities and Accommodations- Orveon is deeply committed to building a workplace and global community where inclusion is not only valued but prioritized. Find out more on our careers page. BE AWARE OF FRAUD! Please be aware of potentially fraudulent job postings or suspicious recruiter activity by persons that are posing as Orveon Global Recruiters/HR. Please confirm that the person you are working with has ******************** email address. Additionally, Orveon Global does NOT request financial information or payments from candidates at any point during the hiring process. If you suspect fraudulent activity, please visit the Orveon Global Careers Site at *********************************** to verify the posting and apply though our secure online portal.
    $98k-130k yearly 60d+ ago
  • Tax Manager

    Spartan Placements, LLC

    Columbus, OH

    Job Description SUMMARY - TAX MANAGER As a Tax Manager, you will provide tax consulting and compliance services, as well as oversee all aspects of the tax planning, preparation and review process for tax engagements. In this role, you will maintain relationships with a diverse client base in various industries and assist firm leadership in identifying new opportunities and obtaining new engagements. Internally, you will manage engagement economics and provide technical and leadership development to the tax team. We are open to individuals who would like to work full-time or part-time in this role. RESPONSIBILITIES - TAX MANAGER • Maintain and develop strong client relationships on various tax consulting/compliance engagements • Manage engagement workflow, engagement team resources and engagement billing • Work as part of a coordinated client service team approach, working with other practice units to provide industry knowledge and insight to clients in a variety of industries • Review engagement profitability and prepare and analyze monthly billing for assigned engagements • Review tax returns prepared by staff and make recommendations regarding accuracy and tax savings opportunities • Research and analyze a wide range of tax issues and tax implications • Demonstrate strong analytical skills and working knowledge of accounting and tax software • Provide leadership, counseling and career guidance for the development and motivation of the engagement team • Represent firm and build relationships by attending fundraisers, meetings with prospects/bankers, charitable events, professional organizations, etc. • Work as a team on internal initiatives that promote firm growth, culture, technical tax content development and technological advances • Stay informed of current and proposed tax legislation, communicating potential impacts to clients and assist with planning WHAT YOU'LL NEED CPA, J.D., LL.M or Masters in Taxation Minimum of five years of public accounting experience in tax Ability to develop business and foster client relationships Strong leadership, training and mentoring skills Excellent writing, communication and tax research skills ENJOY MORE OF THE THINGS THAT MATTER MOST - Competitive compensation - Insurance, including health, dental, and vision, that begin on day one - 20+ days of paid time off and 13 paid holidays - Flex Fridays and office closures for summer and winter breaks - Parental leave, family care leave, and volunteer time - 401(k) plans and profit sharing - CPA exam bonus, education assistance program, and pet insurance We recognize that our culture is our identity. It is the building block of what makes us unique. Even as we grow, we are working hard to retain that same close-knit culture and continuously promote a positive, supportive work environment through our core values: Care, Integrity, Balance, Respect and Drive. We strive to provide a work/life balance that fits for each and every one of our employees. We are pleased to present a comprehensive benefits package that makes being employed by us more than just work. Below are some of the benefits we offer. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics.
    $71k-99k yearly est. 9d ago
  • Federal Tax Manager

    Infojini 3.7company rating

    Columbus, OH

    Infojini Consulting is a full service IT consulting, services, and staffing firm with offices in Secaucus, NJ. Infojini Consulting is recognized as one of the fastest growing IT services and software development Companies. With a partnership of all major technology vendors, Infojini Consulting has built a strong Government and commercial customer base including fortune 100 companies and most state and federal agencies such as State of North Carolina, State of South Carolina, State of Maryland, State of California, State of Pennsylvania, State of Virginia, State of Washington and many others. Infojini Consulting is an equal opportunity employer and considers all qualified individuals for employment irrespective of their race, gender, age, color, sexual orientation. We offer an excellent compensation package We are looking for Federal Tax Manager in Columbus, OH for Fulltime position. Please refer someone else if you are not available at this time or you are not right match for this job opportunity. We have great Referral Bonus up to $2500!!! Please don't miss to refer someone who are looking for projects. Job details mentioned bellows: Job Title: Federal Tax Manager Location: Columbus, OH Duration: Fulltime Client: Direct Client Job Description We are Looking for Federal Tax Manager in Columbus ,OH for full-time position . Preference will be given to candidates who has worked with Big Four firms. Job Requirements As a Federal Tax Senior Manager involved in both compliance and consulting on large projects, strong technical skills are vital to this role. Relevant tax experience or equivalent experience in business or industry CPA certification Broad exposure to federal income taxation Qualifications: CPA certification Additional Information All your information will be kept confidential according to EEO guidelines.
    $69k-91k yearly est. 60d+ ago
  • Tax Manager - Personal Financial Services

    PwC 4.8company rating

    Columbus, OH

    **Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 20% A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: + Develop new skills outside of comfort zone. + Act to resolve issues which prevent the team working effectively. + Coach others, recognise their strengths, and encourage them to take ownership of their personal development. + Analyse complex ideas or proposals and build a range of meaningful recommendations. + Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. + Address sub-standard work or work that does not meet firm's/client's expectations. + Use data and insights to inform conclusions and support decision-making. + Develop a point of view on key global trends, and how they impact clients. + Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. + Simplify complex messages, highlighting and summarising key points. + Uphold the firm's code of ethics and business conduct. The Opportunity As part of the PwC Private Personal Financial Service team you shall help individuals with significant wealth and private wealth management structures with a range of advisory needs such as audit, tax compliance, and planning to improve their operational efficiency. As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. You shall also help clients develop, design, and implement plans to achieve their personal wealth goals and maintenance for future generations. Responsibilities - Supervise and mentor team members - Manage client service accounts and engagements - Solve complex problems for exceptional outcomes - Assist clients in achieving personal wealth objectives - Develop and implement wealth management plans - Improve clients' operational efficiency - Assure timely and quality deliverables - Build and maintain client relationships What You Must Have - Bachelor's Degree in Accounting - 5 years of experience - CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart - In-depth knowledge in individual income tax planning - Proficiency in financial and wealth transfer planning - Skills in business succession and trust and estate work - Technical skills in income tax filings - Building and maintaining client relationships - Managing project workflow, budgets, and billing - Preparing complex written and verbal communications - Supervising teams and fostering trust - Coaching staff with meaningful feedback Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** \#LI-Hybrid
    $79k-110k yearly est. 60d+ ago
  • Regional Asset Manager

    95050 Cvc Mgmt

    Columbus, OH

    Full-time Description Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $300 million in equity capital and currently has over $600 million in assets under management. Our in-house management company is a leader in asset management; we have a tremendous amount of knowledge, blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 50 professionals in the corporate office dedicated to the in-house management of our 120+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nation's most prolific real estate asset management firms. Job Summary The Regional Asset Manager is responsible for maximizing the financial performance and value of a portfolio of properties through strategic planning, operational oversight, and collaborative leadership. While working closely with Regional Property Managers and onsite teams, this role focuses on long-term asset growth, portfolio-wide initiatives, and aligning property performance with company investment goals. The Asset Manager serves as the primary liaison between property operations and executive leadership, ensuring that each property meets its operational, financial, and strategic objectives. Note: Our Regional Asset Managers are hands on and travel frequently to the properties that are in the assigned portfolio. Must be willing to travel to multiple locations across the region at least once a month. Regional Asset Manager Compensation : Annual Salary $65,000-$70,000 Potential Bonus Opportunities 401(k) Plan Medical benefit stipend of $525 per month Dental Insurance Vision Insurance Life, Hospital & Critical Illness Benefits available Pet Insurance Holiday Pay Paid Time Off (PTO) Work/Home Life Balance Opportunities for Career Advancement Flexible Work Schedule Regional Asset Manager Responsibilities: Portfolio Oversight & Performance Optimization Develop and execute strategic business plans for each asset to achieve financial targets and long-term value creation. Monitor and evaluate property performance metrics (occupancy, revenue, NOI, delinquency, and expenses) to identify trends, risks, and opportunities. Partner with Regional Property Managers to ensure operational excellence and compliance with company policies and investment objectives. Recommend and implement asset repositioning strategies, capital improvements, and operational enhancements to maximize value. Coordinate with acquisitions, finance, and executive teams to assess property-level performance and support investment decision-making. Financial Management & Reporting Oversee preparation and review of monthly, quarterly, and annual financial statements for assigned assets. Conduct variance analysis against budget and provide recommendations for corrective action. Approve major property expenditures, capital projects, and budget adjustments in alignment with investment strategies. Collaborate with accounting to ensure accurate reporting, expense tracking, and cash flow forecasting. Provide executive leadership with regular portfolio performance updates and recommendations. Strategic Initiatives & Capital Planning Lead portfolio-wide initiatives to improve operational efficiency, customer satisfaction, and revenue generation. Develop and oversee multi-year capital improvement plans to enhance property appeal, competitiveness, and long-term value. Manage lender and investor reporting requirements, ensuring timely submission and compliance with loan covenants. Evaluate market conditions and competitive landscape to inform strategic planning and pricing strategies. Collaboration & Leadership Serve as the primary point of contact for Regional Property Managers, providing guidance, resources, and performance feedback. Collaborate with marketing, acquisitions, operations, and finance to ensure alignment of property operations with overall company strategy. Participate in leadership meetings to provide portfolio insights and contribute to company-wide strategic planning. Support Regional Managers in resolving escalated operational challenges and driving performance improvements. Compliance & Risk Management Ensure adherence to federal, state, and local laws, as well as company policies and investment requirements. Oversee risk management initiatives, including safety compliance, insurance requirements, and legal matters. Maintain thorough documentation of operational decisions, property performance, and asset-level plans for audit and compliance purposes. Budget and Expense Management Review and manage property-level and regional budgets to ensure alignment with company objectives. Conduct variance analyses to identify discrepancies between actual and projected financial performance, providing recommendations to address gaps. Conduct monthly budget reviews, identify variances, and implement corrective actions. Monitor and control operational and capital expenditures, ensuring all spending aligns with approved budgets. Partner with onsite managers and vendors to identify cost-saving opportunities without compromising service quality or operational efficiency. Negotiate vendor contracts and service agreements to achieve the best value for the company. Ensure all procurement activities adhere to company policies and optimize long-term financial outcomes. Ensure all financial activities comply with company policies and local, state, and federal regulations. Maintain accurate records for audits and reporting purposes, ensuring a strong financial foundation for all operations. Team Management and HR Oversight Lead the recruitment and onboarding of onsite managers and other key personnel. Collaborate with Human Resources to identify talent, conduct interviews, and ensure new hires align with Osprey Management's values and operational goals. Review and approve payroll submissions for assigned properties, ensuring accuracy and timeliness. Address and resolve payroll discrepancies in collaboration with the HR and Accounting departments. Monitor and approve employee timecards, ensuring compliance with company policies and labor laws. Provide guidance to onsite teams to ensure accurate timekeeping practices. Work closely with onsite teams to foster a positive and productive work environment. Conduct periodic performance reviews and provide feedback to ensure employees meet company standards and expectations. Ensure all hiring, payroll, and timekeeping activities comply with company policies and state and federal regulations. Maintain thorough and accurate documentation for audit purposes. Collaboration with Other Departments Work closely with Marketing to ensure cohesive branding, marketing strategies, and property promotions. Partner with Accounting and Finance to review budgets, approve projects, manage expenses, and reconcile credit card transactions. Coordinate with Operations for alignment on company policies, systems, and training initiatives. Collaborate with HR and Training to support ongoing development and onboarding of team members. Communicate effectively with all departments to align objectives, share updates, and resolve challenges. Regional Asset Manager Qualifications: Minimum of 3 years of experience in commercial property management with a proven track record of success in managing large portfolios of commercial real estate properties Extensive experience in property management, including leasing, tenant relations, rent collection, and maintenance Demonstrated expertise in commercial real estate project management, with a portfolio of successful commercial projects Strong familiarity with the self-storage and mobile home community sectors is highly recommended Strong understanding of construction processes, building codes, regulations, and quality standards. Exceptional financial acumen and experience in financial analysis, budgeting, and investment evaluation. Excellent leadership and team management skills, with the ability to inspire and motivate cross-functional teams. Outstanding communication and interpersonal skills, with the ability to collaborate effectively with internal and external stakeholders Strategic mindset with strong analytical and problem-solving abilities to make informed decisions Proficiency in property management software, project/workflow management software and Microsoft Office suite Must be prepared to respond and participate in off-hour events and emergencies as needed Must be willing to travel to properties within the assigned region This job description outlines the general responsibilities of the role and may be subject to change based on business needs. Disclosures: We are an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other legally protected status. We are committed to providing reasonable accommodations for qualified individuals with disabilities during our application and hiring processes. If you need assistance or accommodation, please contact us at ******************************** We participate in the federal E-Verify program to confirm the employment authorization of all newly hired employees. For more information, please review the Right to Work and E-Verify notices available here: ******************************************************************************************* (English) ********************************************************************************************* (Spanish) ************************************************************************************** (English) **************************************************************************************** (Spanish)
    $65k-70k yearly 22h ago
  • Banking Center Sales Manager

    Sb Financial Group, Inc. 4.0company rating

    Dublin, OH

    State Bank, a growing community bank, has an exciting opportunity in our Dublin, Ohio market! We are looking for a Full Time Banking Center Sales Manager to provide leadership for our Retail banking area in our Dublin location and support Retail deposit and loan growth efforts. Qualified candidates will be self-motivated banking professionals who pride themselves on providing exceptional client service. Banking experience, opening new accounts, consumer lending, and supervisory experience is required. We offer a competitive array of benefits, including paid vacation and PTO, paid holidays, 401(k) with company match, medical/dental/vision/life/AD&D insurance, company-provided short and long-term disability, and more! Apply today and see why State Bank is a great place to work! Equal Opportunity Employer
    $97k-123k yearly est. Auto-Apply 60d+ ago
  • Senior Manager, Finance Transformation

    Coinbase 4.2company rating

    Columbus, OH

    Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. The Finance Transformation team is a center of excellence that powers Coinbase's mission by building a scalable, efficient, and compliant finance function. We partner with leaders across the Finance organization to drive process automation, system optimization, and strategic reengineering. Our work is critical to enabling the company to navigate rapid growth and the complexities of the crypto economy. *What you'll be doing (ie. job duties):*** * *Own the Strategy:* Develop, own, and execute the strategic roadmap for finance process automation, AI-driven insights, and system improvements, ensuring tight alignment with the global Finance vision and company-wide objectives. * *Lead High-Impact Projects:* Lead the execution of complex, cross-functional transformation projects, including new system implementations, AI/ML applications for finance, shared services design, post-acquisition integrations, and robotic process automation (RPA) initiatives. * *Be the Expert:* Act as the senior subject matter expert on finance operations (e.g., Procure-to-Pay, Order-to-Cash, Record-to-Report, Financial Planning & Analysis), identifying and quantifying high-impact opportunities for optimization and intelligent automation. * *Drive Execution & Compliance:* Drive a culture of quality and compliance by overseeing the creation of business requirement documents (BRDs) and ensuring robust user acceptance testing (UAT) and SOX-compliant change management. * *Manage Senior Stakeholders:* Partner directly with senior leaders across Accounting, FP&A, Tax, Procurement and Treasury to develop, prioritize, and manage a portfolio of high-priority initiatives, communicating clearly on progress, risks, and timelines. * *Lead & Mentor:* Lead and mentor a team of transformation professionals, fostering a collaborative, innovative, and high-performance culture aligned with Coinbase values. * *Bridge Business and Tech:* Collaborate closely with Enterprise Applications and Data Science and Analytics teams to define the future-state finance technology landscape and ensure your roadmap aligns with the broader technical architecture. * *User First Mindset:* Be a change agent representing the finance user as part of the tech implementations, and create and effectively execute change management and training programs. *What we look for in you (ie. job requirements):*** * *Minimum 8+ years* of progressive experience in finance transformation, consulting (e.g., Big 4), or a senior-level financial operations role. * *Minimum 3-5+ years* of formal leadership and team management experience. * *Proven track record* of successfully leading multiple complex, large-scale finance projects (e.g., ERP/finance system implementations, process reengineering) from inception to completion. * *Deep expertise* in finance and accounting processes (e.g., R2R, P2P, O2C) and the technologies that support them. * *Exceptional communication* and stakeholder management skills, with the ability to influence, align, and present to senior and executive leadership. * *Strong analytical and problem-solving skills,* with the ability to navigate ambiguity, identify project obstacles, and drive effective solutions. * Bachelor's Degree in Finance, Accounting, Information Systems, or a related field. *Nice to haves:* * CPA, MBA, or PMP certification. * Experience in a fast-paced, high-growth tech, fintech, or crypto environment. * Hands-on experience with post-acquisition finance integrations or shared services implementation. * Expertise in automation technologies (AI, ML, RPA, low-code process orchestration platforms) or specific ERP/finance systems (e.g., NetSuite, Zip P2P, Anaplan). * Process re-engineering expertise. PID: P75040 *Pay Transparency Notice*: Depending on your work location, the target annual *base *salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility + benefits (including medical, dental, vision and 401(k)). Base salary range shown. Total compensation also includes equity and bonus eligibility and benefits: $205,785-$242,100 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations*********************************** *Global Data Privacy Notice for Job Candidates and Applicants* Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required. *AI Disclosure* For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description. For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. *The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
    $114k-164k yearly est. 8d ago
  • Client Credit Manager

    Surge Staffing 4.0company rating

    Columbus, OH

    The Credit Manager is responsible for overseeing Surge's credit-granting process to balance risk and sales. This role involves evaluating customer creditworthiness, developing credit policies and supervising a team of credit analysts. Use financial analysis to minimize bad debt while ensuring sales opportunities are not lost due to overly restrictive credit terms. This is a full-time (Monday - Friday) On-Site position that is located at our headquarters office in Columbus, Ohio at 4 Easton Oval. Surge is a national leader with over 50 years of experience providing quality staffing and innovative workforce solutions. We take priority in building personal, long-term partnerships with our clients, and ensuring that each placement is the right fit. We are unlike other staffing agencies in that we take the time to get to know your company and its goals. Our national network has connected more than 122,000 employees on an annual basis and growing. PRIMARY FUNCTIONS: Develop, implement, and enforce credit policies and procedures to mitigate risk. Approve or reject credit applications and new credit limits in collaboration with sales. Consolidating and analyzing client integration data. Evaluate the creditworthiness of potential and existing customers by analyzing financial history, credit scores, and other risk factors. Develop and enforce company credit and collections policies to minimize bad debt write-offs and improve cash flow. Hire, train, and supervise a team of credit professionals, setting goals and ensuring effective operations. Verifying all information that includes addresses and best communication routes with the client for invoicing and collections. Partnering with Billing and Accounts Receivable departments (HQ) with verifying and invoice location communications. Partnering with branch locations on any missing information during the analysis of the integration data. All other duties that may arise to ensure the successful operation of the company. QUALIFICATIONS: A bachelor's degree or equivalency in work experience or education required Excel skills required (intermediate or higher level) Strong verbal and written skills An analytical mind and inclination for problem solving Attention to detail Ability to develop (i.e., through teaching, training, etc) the professional skills of employees strongly recommended Ability to analyze and evaluate people, data, and things to determine courses of action Ability to effectively and tactfully deal with people (customers and internal employees) Ability to shift back and forth between two or more tasks Ability to understand and accurately apply basic math skills Ability to make competent use of work-related equipment and materials Ability to access areas where needed people, information or equipment are located Ability to produce results within an instructional environment and have the flexibility to identify and respond to changes in priorities Equal Opportunity Employer Surge is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, national origin, veteran status, genetic information, or any other status protected by law. IND1 Job Type: Full-time
    $36k-45k yearly est. Auto-Apply 21d ago
  • Branch Manager In Training

    Gardaworld 3.4company rating

    Columbus, OH

    GardaWorld Cash Services, one of the nation's largest cash services and armored car companies is seeking to fill a Branch Manager in Training position. The selected candidate will be responsible for the operation of our armored transportation and cash processing facility. The candidate will be security sensitive with prior cash services and profit and loss (P&L) management experience. A thorough understanding of Department of Transportation (DOT) guidelines is preferred. Excellent written and verbal communication skills are necessary. Managers also ensure company policies and procedures are adhered. People skills and leadership experience are a MUST. Job Requirements Responsible for the supervision of all employees at the branch to include supervisors, driver/messengers and vault employees. Responsible for recruitment and training of new employees. Reward, coach, and counsel employees. Ensure employee qualifications with department of transportation guidelines and state/county guard and weapons requirements. Daily vehicle assignments, ensuring vehicle safety and fitness through contact with vehicle services department or local vehicle maintenance vendors. Supervise vault personnel and assist in vault when needed. Fill-in on Armored and or ATM routes when needed. Ongoing training and development of team members. A Minimum of 5 years of management experience in transportation or related field. Knowledge/experience in Supply Chain logistics, routing and driver supervision. A valid state driver's license and the ability to obtain a commercial license. Must maintain an acceptable driving record per company standards. Managers are required to have a high school diploma or general equivalency diploma. Bachelor's degree preferred. Must have or be able to obtain a firearm license. Ability to give clear oral and written instructions and have the ability to train and lead armored and CVS employees. Familiarity with Microsoft Office products such as Word and Excel. Outlook, PowerPoint and Access knowledge is required. Must be able to work with spreadsheets. Must obtain knowledge of the Armored Car Personnel Work Rules or branch labor agreements, Federal Motor Carrier Safety Regulations, state guard and gun regulations and Company policies and procedures. SUPERVISORY RESPONSIBILITY: Branch headcount varies by branch size. Managers will supervise junior management employees, support staff, Crew Leaders, Driver/Messengers, vault personnel, and cash processing staff. WORKING CONDITIONS: Managers will work both indoors and outdoors in all types of lighting and weather conditions, including but not limited to heat, sun, rain, snow and ice. Personal protective equipment may be required, such as firearm, holster and uniform. Bullet resistant vests are supplied by Garda CL and are recommended for use. GardaWorld offers competitive wages and a great benefits package for full time employees: medical, dental, vision, holiday pay, paid vacation, 401K plan and much more! We are an Equal Opportunity Employer and drug free workplace.
    $36k-49k yearly est. 56d ago
  • Branch Manager

    Proman Staffing

    Columbus, OH

    Full-time Description The Branch Manager will ensure that the day-to-day operation of the business is as efficient as possible, that all employees are aware of their responsibilities, that their performance meets expectations, the Branch is compliant with all Unemployment and Workers' Compensation requirements and that the clients are satisfied with our service. Responsible for profit/loss of that particular Branch(es). Responsibilities Manages staff of Recruiters and On-Site Supervisors/Managers including recruiting, training, and development of new and existing staff. Maintains work shift scheduling; reviews and approves hours worked by subordinates. Ensures order fulfillment, partners with local recruiting sources. Counsels and disciplines service employees when needed. Oversees payroll processing to ensure that timely and accurate information is maintained in the system and provided to corporate payroll processors. Monitors inventory of office supplies and orders when needed. Monitors and controls office expenses within budget guidelines. Visits clients, builds and maintains rapport with them. Assists Sales Executive with acquisition of new customers. Provides client-specific reports and other reports as needed. Responsible for meeting Proman goals on payroll/billing errors and branch assessments. Leads the weekly branch meeting. Works with National Unemployment Coordinator to monitor unemployment claims; may attend hearings by phone or in person. Ensuring branch compliance with Proman's Health and Safety Program through developing and implementing plans and goals to minimize injuries and WC costs. This is not an all-inclusive list of duties and may include other duties and responsibilities as assigned by supervisor. Requirements Job Requirements Ability to multi-task and prioritize. Proficient in MS Office programs. Presentation skills. Problem Solving ability. Decision Making ability. Leadership ability. Bilingual- English/Spanish preferred. Primarily works in an office environment. Will be required to work at both a traditional office desk as well as at the applicant's window. Must be able to travel to various facilities in the branch territory and to move within each facility (sometimes long distances) to work with employees and communicate with customer representatives. May involve some lifting of files and boxes. May involve bending or standing to file documents. Qualifications High School Diploma required. Completion of Proman's Management Training Program. AA or BA in Business Administration or related field preferred or equivalent combination of education and experience. Minimum 4 to 5 years' experience in a supervisory role preferably in staffing or other customer service role. Experience working with time keeping systems and various business reports. Experience working with a high level of independence. Demonstrated experience in managing competing demands. Experience managing a team of Recruiters and On-Site Supervisors. Background in Human Resources a plus.
    $39k-59k yearly est. 16d ago
  • Branch Manager

    Richwood Bank 3.9company rating

    Richwood, OH

    Job Description Branch Manager At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive. Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members. The Branch Manager is a leadership position requiring a positive attitude, an ability to mentor, coach, and train both new and existing employees. Oversees the branch customer relationships and the operational functions to keep facilities and processes always running smoothly. A primary function is managing, leading, and evaluating staff to ensure they achieve their highest level of customer service as well as personal development goals. The Branch Manager is responsible for acquiring and maintaining customer relationships as well as exceeding customer expectations. This position will manage the full spectrum of banking services provided by Richwood Bank, from handling consumer products in branch to referring all ancillary services. Richwood Bank prides itself on unique company culture and all team members should be active and engaged participants. Richwood Bank has a comprehensive benefits package for full time employees including but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full-time and part-time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement and tons of professional development opportunities! Essential Functions Manage bank branch staff employees Keep track of employee schedules and attendance Supervise daily banking activities Inform staff of any information received from Corporate Communicate expectations clearly Delegate tasks as needed Greet customers Facilitate all transactions for customers across all financial account types and requests Open accounts and teach customers how to gain the most potential from them Assist new customers in transferring all funds over seamlessly through our switch program Maintain an accurate balance of cash drawers daily Demonstrate knowledge of all accounts, products and services offered Support customers with all account and service needs Be willing to help customers with additional benefits such as notary, faxing and check orders Stay current on rates for CDs, savings IRAs and interest bearing checking Listen to customer needs and recommend the best solutions to help them succeed Assist team with miscellaneous office support such as inventory of supplies and cookie Friday preparations Scan proof - scanning all transactions daily into the computer Demonstrate drive thru knowledge - speaker, transaction drawers/tube Provide coverage for additional branches on an as needed basis Implement Business Development strategies Provide sales leadership and guidance to the team Conduct quarterly incentive reviews with staff Lead monthly Professional Development conversations with Staff Open and Close the branch while adhering to all bank security procedures Follow up on customer grievances Responsible for continued training and education of staff Skills and Abilities Leadership Ability to motivate others Ability to multi-task when needed Project management Excellent customer service skills The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss and fraud Mathematical skills In-depth knowledge of our bank products and services Work well under pressure and in a fast paced environment Ability to identify opportunity to educate customers of more products and services that may fit their needs (cross promotion) Strong communication skills High degree of accuracy Detailed and organized Maintain confidentiality at all times Maintain a positive can-do attitude towards your team and customers Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and teller roles and responsibilities relating to each act Punctual Driven to succeed and open minded to learn more about new technology within our industry Education High School Diploma or GED required, college preferred Five years customer service experience required, Three years banking experience preferred Supervisory experience required Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $39k-52k yearly est. 7d ago
  • Industrial Electrical Branch Manager Columbus

    Ieg Usa 3.8company rating

    Columbus, OH

    Description of Branch manager: IEG is achieving remarkable growth and is seeking an experienced, innovative, and industrial electrical professional as a Branch Manager in the Columbus, OH area. As the Business Development & Electrical Operations Manager, you'll oversee both the operational and growth sides of our business. You'll manage electrical projects across industrial markets while building relationships and developing new opportunities to expand our footprint in the Columbus area. Role Responsibilities: Branch Operations Oversee branch operations including overall sales and profitability. Responsible for all P&L, gross margin, utilization, and budgets. Responsible for all hiring and leadership of Branch employees. Managing electrical apprentices, electrical journeymen, branch purchaser, electronic field technicians and alike. Lead and manage - electrical operations, ensuring projects are delivered accurately per NEC, safely, efficiently, and profitably. Drive business growth - Using IEG's proven growth model, help grow the branch in new and sustained growth. Growing revenue through strategic relationships, value added proposals, follow-up, and quality work. Price and plan projects accurately, determining crew sizes, timelines, and resources needed for success. Using and implementing best practices to drive operations to be efficient while delivering high quality work. Coach and support your team, maintaining high performance and accountability across all levels. Must have the drive to inspire others. Business Development Working with our Business development team to develop business relationships with customers while utilizing a consultative sales approach. Candidate must have the ability to understand customer(s) needs and providing accurate quotes in order to achieve greater sales and ensuring job cost and net profit are kept in line and to company standard. Develop and implement strategies to ensure repeat business from customers. Responsible for achieving Branch goals. (Will be required to carry an individual quota while utilizing the skills of Business Development personnel to achieve the goals.) Work with Business Development Manager to maintain existing customers and to cultivate strategic new business. Requirements: Electrical work experience with 5+ in serving the industrial and manufacture field of work preferred Related education or equivalent training/experience in industrial electrical is preferred. Experienced in sales forecast and budget; manage P&L statement. Ability in growing a business and driving operational success. Strong understanding of project management, estimating, and team leadership. Excellent communicator with the ability to build and maintain client relationships Based knowledge of the local market. Entrepreneurial mindset and willingness to roll up your sleeves when needed. Proficient computer skills, trouble-shooting skills and ability to estimate jobs. Successfully pass pre-employment (post offer) background check, and MVR check. Job Type: Full-time Pay: $70,000.00 - $110,000.00 per year Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Schedule: Day shift Monday to Friday On call Overtime Weekends as needed Supplemental Pay: Bonus opportunities Ability to commute/relocate: Reliably commute or planning to relocate before starting work (Preferred) Education: Associate (Preferred) License/Certification: Driver's License (Required) Journeyman License (Preferred) Electrical Certification or License (Required) Willingness to travel: 25% (Required) Work Location: In person
    $35k-46k yearly est. Auto-Apply 60d+ ago
  • Branch Manager

    Hidden Creek

    Pataskala, OH

    Now Hiring: Branch Manager - Pool Division Location: Pataskala, OH | Full-Time Onsite | Reports to: Director of Operations At Hidden Creek, we don't just build pools - we build strong teams, scalable systems, and exceptional client experiences. If you're a hands-on leader who thrives in complex operations, understands financial performance, and knows how to develop managers and crews, this could be the opportunity you've been waiting for. We're looking for a Branch Manager - Pool Division to lead all pool-related operations at our Pataskala branch and help strengthen Hidden Creek's presence in the pool market. About the Role As the Branch Manager - Pool Division, you'll oversee pool construction, renovation, service, and future maintenance operations. You'll be accountable for operational excellence, financial performance, and team development across the division. This role blends strategy and execution - leading department managers, optimizing schedules and workflows, fostering a safety-first culture, and ensuring clients receive outstanding quality and communication at every touchpoint. It's a highly visible leadership role with real ownership and impact. What You'll Do (In case you like bullet points and clarity - we do too!) Operational Leadership & Team Development (30%) Lead and coach department managers and crews, run weekly leadership check-ins, and build a culture of accountability, safety, and growth. Project Execution & Service Excellence (20%) Oversee pool construction and service delivery to ensure schedules, quality, and client expectations are met - from kickoff to closeout Financial & Resource Management (20%) Own branch financials, labor efficiency, and job costing. Optimize crews, equipment, and purchasing to hit performance targets. Safety & Compliance (10%) Champion safety standards, run audits and trainings, and ensure OSHA and company compliance across all operations. Cross-Team Collaboration & Growth (10%) Partner with Design/Build, Maintenance, and Operations teams to improve workflows, client handoffs, and identify growth opportunities Admin & Leadership Meetings (10%) Track KPIs, review performance data, and lead meetings that drive clarity and results. What Makes You a Great Fit Experience leading operations in pool construction, service, or field-based management Comfortable-owning people, projects, and financial performance Organized, adaptable, and calm under pressure Strong communicator who can lead leaders and crews alike Tech-comfortable (or eager to learn) tools for scheduling, job costing, and reporting Passionate about developing people and building strong teams Motivated by growth - yours, your team's, and the company's Why Hidden Creek? We live by four values: Dare to Be Different | Driven to Grow | Lead with Intent | Make Someone Smile We're not your average landscaping company. At Hidden Creek, we believe in mentorship, tech-enabled operations, and people-first leadership. Guided by the LeanScaper method and connected with top industry peers, our team is shaping the future of how great work gets done. We invest in growth, reward initiative, and develop leaders at every level. We Offer: Medical, Dental, and Vision Insurance Life Insurance provided by Hidden Creek 401(k) with 4% Company Match Paid Time Off 12 Paid Holidays (Including Christmas Eve through New Year's Day) Competitive Base Salary + Bonus Opportunity Employee Referral Bonus Program Core Value Rewards Program Team-building events and a collaborative, high-performance culture Hidden Creek Landscaping, Inc. is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other legally protected status. We are committed to complying with all applicable provisions of the Americans with Disabilities Act (ADA). If you require reasonable accommodation during the application or interview process, please let us know. Employment with Hidden Creek Landscaping, Inc. is at-will. This means that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice. Qualifications Must have pool construction experience (full build lifecycle) Has managed multiple projects at once Has led field teams or managers in construction/service settings Understands job costing, labor planning, budgets, and profitability Preferred: Experience managing a branch or division Built or scaled a pool service program Familiarity with scheduling/job-costing software Background in hardscape, patio, or outdoor living construction Experience implementing operational systems or KPIs Spanish-speaking (bonus for communication, not required)
    $39k-59k yearly est. 20d ago

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