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Portfolio manager entry level jobs - 71 jobs

  • Manager, Cost Reporting

    Caresource 4.9company rating

    Dayton, OH

    The Manager, Finance - Cost Reporting is responsible for managing the cost reporting processes within the finance department. This role involves ensuring accuracy and completeness of financial data, preparing detailed cost reports, and analyzing financial information to assist in strategic planning and decision making. They will collaborate with various departments to gather necessary data, maintain and improve internal reporting systems, and ensure compliance with company policies and regulatory standards. Essential Functions: Assist and lead in the preparation and analysis of detailed cost reports, ensuring accuracy and completeness. Analyze cost report data to identify trends, discrepancies, and opportunities for improvement in reimbursement outcomes. Support the implementation of internal reporting systems to enhance data accuracy and reporting efficiency. Ensure compliance with company policies and regulatory standards and guidelines in all financial reporting. Participate in process improvement initiatives to streamline cost reporting procedures. Communicate complex financial data clearly and effectively to stakeholders with varying levels of financial expertise. Assist in implementing strategic plans set forth by senior management, with a focus on cost reporting functions. Prepare management reports and presentations summarizing cost report findings and reimbursement impacts. Perform any other job related duties as requested. Education and Experience: Bachelor's degree in Finance, Accounting, or a related field required Master of Business Administration (MBA) preferred Equivalent years of relevant work experience may be accepted in lieu of required education Five (5) years healthcare finance or reimbursement with significant exposure to Medicaid cost reporting required Management experience preferred Competencies, Knowledge and Skills: Strong verbal and written communication skills Familiar with variety of accounting and finance concepts, practices and procedures Strong knowledge of Medicaid cost reporting principles, state and federal regulations, and healthcare reimbursement methodologies Microsoft Office expert (particularly Excel) Proficient in Databricks, Spark SQL, Databricks Workflows, Transact-SQL, Python Familiar with SQL, ETL or other programming concepts Highly self-motivated Ability to interact with all levels of management Critical thinking and listening skills Ability to work independently and as a member of a team Demonstrates decision making and analytical/problem solving skills to perform a variety of complicated tasks Familiarity with the healthcare field and basic medical terminology Demonstrates interpersonal and relationship building skills Ability to lead and direct the work of others including the development, motivation and rewarding of staff Excellent organizational skills and attention to detail Ability to contribute to climate finance research projects, with strong ability to synthesis findings, create detailed reports, and communicate insights effectively to diverse stakeholders Excellent time management skills with ability to meet deadlines without being reminded Proficient in Microsoft Power BI, SSIS, SSRS Licensure and Certification: Certified Public Accountant (CPA), Certified Management Accountant (CMA), Certified Healthcare Financial Professional (CHFP), or related certification preferred Working Conditions: General office environment; may be required to sit or stand for extended periods of time Ability to travel as required by the needs of the department. Compensation Range: $94,100.00 - $164,800.00 CareSource takes into consideration a combination of a candidate's education, training, and experience as well as the position's scope and complexity, the discretion and latitude required for the role, and other external and internal data when establishing a salary level. In addition to base compensation, you may qualify for a bonus tied to company and individual performance. We are highly invested in every employee's total well-being and offer a substantial and comprehensive total rewards package. Compensation Type: Salary Competencies: - Fostering a Collaborative Workplace Culture - Cultivate Partnerships - Develop Self and Others - Drive Execution - Influence Others - Pursue Personal Excellence - Understand the Business This is not all inclusive. CareSource reserves the right to amend this job description at any time. CareSource is an Equal Opportunity Employer. We are dedicated to fostering an environment of belonging that welcomes and supports individuals of all backgrounds. #LI-EM1
    $94.1k-164.8k yearly 5d ago
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  • Portfolio Manager

    Meeder Investment Management 3.8company rating

    Dublin, OH

    Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration. Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm. Meeder has been managing short and intermediate term fixed income public sector portfolios for over 30 years, serving more than 350 public entities across the country. The short term and fixed income portfolios including money market funds, local government investment pools (LGIPS) to customized separately managed account solutions. Our team works with operating funds, bond proceeds, insurance and capital reserves, and other funds to structure portfolios to meet client objectives. Primary Responsibilities: Manage portfolios consistently across accounts while balancing unique objectives for each client (primarily yield, income driven - passively managed). Participate in investment strategy discussions and assist in the development of portfolio strategies spanning LGIP's, Money Market Funds, and the separately managed account landscape. Source, analyze, trade and monitor individual securities in the municipal, corporate, and government sectors, based upon the analysis of macro-economic factors and sector fundamentals as they affect the level of interest rates and the relative value among fixed income sectors. Contribute to Meeder Public Funds overall fixed income strategy. Maintain Broker Dealer relationships to ensure proper coverage and best execution in fixed income. Perform credit analysis on a set of corporate issuers or sectors (approximately 10% of time spent). Be a member of and expected to contribute to the oversight of credit exposure as a representative on the credit committee. Critical Success Factors Fiduciary and client-oriented mindset Extensive knowledge of financial markets/instruments/regulations, economic theories and relationships, valuation tools, etc. particularly as it relates to fixed income investing Strong organizational and time management skills to effectively manage over 75 fixed income portfolios Excellent communication skills and ability to work with other team members toward a common goal Flexibility and adaptability to a dynamic environment within a growing firm High level of integrity and strong ethical standards Skills Required: Bachelor's degree required in business administration with emphasis in accounting, finance, or related field. Progress toward the CFA, CMT, or similar designation preferred. Proficiency in, Bloomberg, Charles River, MarketAxess, and other research/data compilation tools. Advanced knowledge of Microsoft Office products.
    $87k-150k yearly est. 60d+ ago
  • Portfolio Manager (IT Manager 1)

    State of Ohio 4.5company rating

    Ohio

    Office of Information Services The Office of Information Services (OIS) works to support the business functions and the delivery of health, human, and employment services through the application of information technology. OIS supports the delivery of programs to millions of recipients through the development and round-the-clock operation of automated information systems. Due to the number of end-users and technologies supported, OIS is one of the largest and most complex IT organizations within Ohio state government. Learn more about the Office by visiting the ODJFS OIS webpage. What You Will Do The Portfolio Manager leads a team of seven project managers and provides strategic oversight for the IT project portfolio. This role focuses on driving alignment with organizational goals, ensuring portfolio health, and fostering collaboration across teams. The Portfolio Manager plays a critical role in guiding project delivery, mitigating risks, and supporting governance standards. Reporting to the IT Project Portfolio Manager, this position emphasizes leadership, continuous improvement, and stakeholder engagement. Duties include but are not limited to: * Oversee and lead a team of project managers (PMs). * Direct PMs on project scope and manage scope changes. * Ensure sponsor and stakeholder communications with the Project Management Office (PMO). * Identify risks, manage issues, and coach on project best practices. * Assign incoming projects to project managers while maintaining balanced workloads. * Develop and expand the ODJFS Clarity system annually; research functionality and build reports and dashboards. * Collaborate with the enterprise PMO to establish and maintain system job aids and standards, and support the Clarity Admin team. * Attend project meetings and business steering committee meetings. * Support the ODJFS project governance process. * Monitor the project portfolio to assess project health, issues, and risks. * Resolve issues with internal and external stakeholders. Schedule: Full-time Hours: Standard workdays are Monday through Friday. Hours are between 7:00 a.m. and 6:00 p.m. Travel: Occasional travel within the state of Ohio. PN(s): 20041043 The candidate, at minimum, must have the following: Option 1: * Completion of undergraduate core coursework in computer science, or completion of undergraduate core coursework in any academic major which included at least one course in each of the following: advanced-level computer programming language (for example, COBOL, Delphi, Java, Powerbuilder, Visual Basic, Pl 1, SAS PCS, Pacbase, Full Visual Suite, Designer 2000, Developer 2000, C, C , Visual C, ECL, or Visual Studio), logic-based mathematics, data base concepts (for example, Oracle, Microsoft Access, Paradox, Sybase, IMS DB, DB2, Cache, DMS, or RDMS), computer systems analysis & design, & basic data processing concepts. * Additional 6 1/2 years (78 mos.) exp. commensurate with job duties to be performed & knowledges & skills required as outlined in approved position description on file for position to be filled as advertised in job posting. * 18 mos. exp. in performing project management functions as defined in series purpose. Option 2: * 8 1/2 years (102 mos.) exp. commensurate with job duties to be performed & knowledges & skills required as outlined in approved position description on file for position to be filled as advertised in job posting. * 18 months exp. in performing project management functions as defined in series purpose. Option 3: * 12 mos. exp. as Information Technology Supervisor 3, 64119, or equivalent. Option 4: * In offices of statewide information technology policy & planning, positions require completion of undergraduate core coursework in computer science, or completion of undergraduate core coursework in any academic major which included at least one course in each of the following: advanced-level computer programming language (for example, COBOL, Delphi, Java, Powerbuilder, Visual Basic, Pl 1, SAS PCS, Pacbase, Full Visual Suite, Designer 2000, Developer 2000, C, C , Visual C, ECL, or Visual Studio), logic-based mathematics, data base concepts (for example, Oracle, Microsoft Access, Paradox, Sybase, IMS DB, DB2, Cache, DMS, or RDMS), computer systems analysis & design, & basic data processing concepts. * 3 yrs. exp. in utilizing word processing software. * 3 yrs. exp. in utilizing internet browser(s) for research. * 54 mos. exp. which included following: knowledge of information technology architecture components, developing information technology strategic plans, preparing & making presentations/public speaking, writing information technology related policy & procedures, preparing & monitoring budget, providing cost & resources estimates, & contract management. * 2 yrs. exp. in utilizing e-mail system. * 18 mos. exp. in project management or lead role on information technology project. * 12 mos. exp. in utilizing spreadsheet software. * 12 mos. exp. as Information Technology Supervisor 3, 64119, or equivalent. Or the equivalent of Minimum Class Qualifications For Employment noted above. Tips For Your Application When completing the different sections of this application, be sure to clearly describe how you meet the minimum qualifications outlined in this job posting. We cannot give you credit for your Work Experience and Education & Certifications if you do not provide that information in your online application. Information in attached resumes or cover letters must be entered into your application in the appropriate Work Experience or Education & Certification sections to be considered. Pay Information This position is in the State of Ohio's E1 Pay Schedule, Pay Range 16. Unless required by legislation or union contract, starting salary will be the minimum salary of that pay range (step 1, currently $47.90 per hour). These ranges provide a standardized pathway for pay increases. With continued employment, new hires move to the next step in the range after 6 months and annually thereafter. Cost of Living Adjustments increase wages in these ranges each fiscal year. The current step progression wages are in the table below. Pay Range 16 Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Hourly $47.90 $50.15 $52.90 $55.88 $58.94 $62.31 $64.87 $67.90 Annual $98,800 $104,312 $110,032 $116,230 $122,595 $129,605 $134,930 $141,232 Months of Employment At Hire 6 Months 18 Months 30 Months 42 Months 54 Months 66 Months 78 Months
    $98.8k-141.2k yearly 4d ago
  • CapEx Portfolio Manager

    Vallourec Star LP

    Youngstown, OH

    Job Description Essential Job Responsibilities: Responsible for yearly budget tracking and cash out of Services. Facilitate standardized North American approval and closure process for capital spending for all Capital spend levels (Lump Sum, Simple, Low, Medium, and Large complexity). Preparation and presentation of 5-year CapEx Industrial plan for Services Facilities. Facilitate prioritization of portfolio and challenge projects/initiatives to support business needs. Assist in discounted cash flow and profitability analysis for prioritizing projects. Responsible for Execution of Services CapEx portfolio in coordination with project managers. Develop/train/coach CapEx project managers on project management competencies. Project Managers may or may not hierarchically report to the CapEx officer. Guide and train on technical documentation preparation (specifications, scopes of supply/work, functional descriptions). Work in close cooperation with the Project Engineering and Execution Managers, as well as local Controlling and Shared Service groups, to coordinate activities. Regularly visit project sites at shop floor for project review and to assist Project Managers in problem-solving. Implement and lead the process for monthly review of current and future CapEx programs within each department. Support resource planning for future projects. Conducts monthly review of current CapEx programs within each department. Conduct Project Closure and Post-check Analysis for accounting/asset tracking. Execution of controlling initiatives and processes as they relate to business planning, CapEx, and/or operational reporting and continuous improvement. Retain proper CapEx documentation for audit control and lessons learned. Assist with invoice tracking with Shared Service Center. Functional / Technical Knowledge: Must be proficient with Microsoft applications, with particular emphasis in Excel Demonstrated problem-solving skills and decision-making skills Continuous Improvement methodologies a plus Very good organization and planning skills High attention to detail Leadership Skills: Ability to work closely with all levels, from shop floor to executive management Change Agent - Coach to implement programs and then to sustain and evolve Safety-focused leadership Ability to receive and provide constructive feedback Strong communication and interpersonal skills Education/Certifications Prefer a Bachelor's degree in Engineering or Business with experience in manufacturing. Prefer a Master's degree in Engineering or Business. Prefer a Project Management certification. Travel: The position is located in Youngstown, OH. Infrequent travel, up to once per quarter Language(s): English is required, and proficiency in Spanish, Portuguese, or French is a plus. Critical Competencies Include: Safety Awareness, Direct-ability, Teamwork, Adaptability, Reliability / Dependability, Initiative, Ability to receive and provide constructive feedback, Pride in performance, Continuous improvement mindset, Communication, Positive response to change, High attention to detail. #LI-CA, #LI-Onsite
    $82k-146k yearly est. 30d ago
  • CapEx Portfolio Manager

    Vallourec North America

    Youngstown, OH

    Essential Job Responsibilities: Responsible for yearly budget tracking and cash out of Services. Facilitate standardized North American approval and closure process for capital spending for all Capital spend levels (Lump Sum, Simple, Low, Medium, and Large complexity). Preparation and presentation of 5-year CapEx Industrial plan for Services Facilities. Facilitate prioritization of portfolio and challenge projects/initiatives to support business needs. Assist in discounted cash flow and profitability analysis for prioritizing projects. Responsible for Execution of Services CapEx portfolio in coordination with project managers. Develop/train/coach CapEx project managers on project management competencies. Project Managers may or may not hierarchically report to the CapEx officer. Guide and train on technical documentation preparation (specifications, scopes of supply/work, functional descriptions). Work in close cooperation with the Project Engineering and Execution Managers, as well as local Controlling and Shared Service groups, to coordinate activities. Regularly visit project sites at shop floor for project review and to assist Project Managers in problem-solving. Implement and lead the process for monthly review of current and future CapEx programs within each department. Support resource planning for future projects. Conducts monthly review of current CapEx programs within each department. Conduct Project Closure and Post-check Analysis for accounting/asset tracking. Execution of controlling initiatives and processes as they relate to business planning, CapEx, and/or operational reporting and continuous improvement. Retain proper CapEx documentation for audit control and lessons learned. Assist with invoice tracking with Shared Service Center. Functional / Technical Knowledge: Must be proficient with Microsoft applications, with particular emphasis in Excel Demonstrated problem-solving skills and decision-making skills Continuous Improvement methodologies a plus Very good organization and planning skills High attention to detail Leadership Skills: Ability to work closely with all levels, from shop floor to executive management Change Agent - Coach to implement programs and then to sustain and evolve Safety-focused leadership Ability to receive and provide constructive feedback Strong communication and interpersonal skills Education/Certifications Prefer a Bachelor's degree in Engineering or Business with experience in manufacturing. Prefer a Master's degree in Engineering or Business. Prefer a Project Management certification. Travel: The position is located in Youngstown, OH. Infrequent travel, up to once per quarter Language(s): English is required, and proficiency in Spanish, Portuguese, or French is a plus. Critical Competencies Include: Safety Awareness, Direct-ability, Teamwork, Adaptability, Reliability / Dependability, Initiative, Ability to receive and provide constructive feedback, Pride in performance, Continuous improvement mindset, Communication, Positive response to change, High attention to detail. #LI-CA, #LI-Onsite
    $82k-146k yearly est. 60d+ ago
  • Associate Portfolio Manager

    Fifth Third Bank, N.A 4.6company rating

    Cincinnati, OH

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Assists Senior Investment Advisors (SIAs) and Portfolio Managers (PMs) in handling money management activities and client service for a group of clients and/or acting within established investment policy guidelines, uses funds and models to execute investment programs designed to achieve the objectives of client accounts. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Assists SIAs and PMs in the development of satisfied clients and new sources of asset management revenue through frequent contact. + Prepare sales and investment review materials for use in client presentations. + Assist SIAs and PMs with larger, more complex relationships. + Be a knowledge expert on our IMG systems, policies, and procedures. + Work closely with the SIA/PM and Portfolio Implementation Team to execute investment programs utilizing models and mutual funds to accomplish client objectives. + Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions. KNOWLEDGE AND SKILLS REQUIRED: + Bachelor's Degree Required + 0-2 years investment experience + Working towards a MBA or Financial designation considered a plus + Proficient in excel Associate Portfolio Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $90k-114k yearly est. 2d ago
  • Forklift Asset Manager

    Insight Global

    Hilliard, OH

    A client of Insight Global is looking for a Forklift Asset Manager to join their team. Serve as the primary leader of this companies Forklift Program, overseeing a fleet of more than 700 powered industrial vehicles and material handling assets. Responsible for driving strategic initiatives that enhance operational performance, ensure regulatory compliance, and strengthen vendor relationships across the enterprise. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements - Associate or bachelor's degree - Experience as a Reliability Engineer - Experience as a Maintenance Manager - At least 5 years in a manufacturing environment - Ability to lift up to 50 lbs. - Work safely in and around plant equipment - Work within the plant climate conditions - Up to 25% Travel
    $67k-100k yearly est. 13d ago
  • Asset Manager

    Bwecap

    Cleveland, OH

    Responsible for completing Fannie Mae, Freddie Mac and Life Insurance Company special request items including but not limited to Assumptions, Transfers of Interest, Easements, short-term extensions, collateral alterations or releases, lease approvals, insurance losses etc. Responsible for identifying and mitigating the credit, financial, operational, physical, and market risks impacting the properties collateralizing its commercial real estate serviced portfolio. The person filling this position will work directly with all team members, as well as borrowers, guarantors, local/state/federal government agencies; developers, owners, managers, and other industry groups all intent on providing and maintaining sound financing of the nation's commercial and multifamily real estate. Major Responsibilities: Perform special request asset management and servicing consent request activities. These will be post-closing items that fall outside of typical day-to-day asset management. Responsible for taking on a varied portfolio of requests and working through the transaction from inception to completion. Communicate across different lines of business. Transaction types will vary as well as lenders and include Freddie Mac, Fannie Mae, Banks, and Life Insurance Companies. Review and complete requests of varying complexity, including Assumptions, Transfers of Interests, Easements, collateral releases, lease review approvals, loan modifications and extensions, insurance losses, etc. Review and analysis of property financials. Ordering, review and analysis of property inspections, appraisals, Phase 1 Environmental, and insurance. Monitor Borrower's compliance with the Loan Documents; and advise senior management of any perceived risks and/or issue within the assigned portfolio; thereby mitigating risks of default. Ability to meet tight time limits and deadlines and hold oneself accountable. Promote and participate in an established team atmosphere. Minimum Requirements: Undergraduate degree required to apply. Prior real estate asset management, servicing, and portfolio management experience is a plus. Underwriting experience. Ability to understand organizational structures and create org charts is desired. Strong written and verbal communication skills Good analytical and mathematical skills Ability to follow instructions and take directions from manager. Ability to work well with others but to be able to also work individually Must exhibit and exemplify the values of the company: Experience reviewing loan documents, policy and procedures and real estate underwriting. Familiar with leases, SNDAs, operating agreements, real estate appraisals, environmental reports, CMBS and Freddie securitized transactions is a plus. Ability to manage multiple assignments, meet deadlines, coordinate, and communicate effectively, and provide excellent customer service. BWE offers a highly competitive benefits package including medical, dental, vision, paid time off, 401k match, paid parental leave, education assistance and so much more! If you are ready to take on a challenging and rewarding role, apply today! We encourage you to explore the career opportunities we have available here at BWE! This position is eligible to earn a base salary in the range of $85k to $110k annually depending on job-related factors such as level of experience and geographic location. This position is also eligible to participate in the BWE Annual Bonus Plan. We encourage you to explore the career opportunities we have available here at BWE!
    $85k-110k yearly Auto-Apply 21d ago
  • Manager, Asset Management

    KPMG 4.8company rating

    Columbus, OH

    Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team. KPMG is currently seeking a Manager, Asset Management to join our Digital Nexus technology organization. This is a hybrid work opportunity. Responsibilities: * Manage day-to-day processes and procedures to support ongoing operations of ITAM Asset Management; act in the capacity of a subject matter expert to support ongoing IT Asset Management projects; accountable for implementation of continuous process improvements * Partner with IT Asset Owners to ensure Asset information is kept accurate and up to date throughout the lifecycle; research and manage implementation of business requirements and features as requested by business units * Maintain and publish Asset metrics, create custom reports based on ITAM discovery knowledge and requestor specifications; provide ITAM Asset Management training * Manage operational workload and priorities and ensure alignment with business needs; ensure issues are prioritized and managed for timely resolution * Collaborate with Asset Owners to ensure Hardware Assets are re-harvested efficiently; collaborate with offshore resources to ensure Discovery supports the needs of ongoing operations * Develop and implement a SAM communications plan; utilize the Flexera Network Management Platform (FNMP) software asset management tool; perform internal software audits to ensure software license compliance standards are being met * Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: * Minimum five years of recent in-depth use and understanding of IT Asset management lifecycle processes and tools * Bachelor's degree from an accredited college or university is preferred; Industry Certifications preferred: ITIL V3, IAITAM Certifications (including: CHAMP, CSAM, or CITAM), PMP, Lean Six Sigma * Experience with ServiceNow and Discovery technologies; strong project management experience with small and large projects, in a cross-functional environment * Strong verbal/written communication, with ability to effectively interact with individuals at all levels of responsibility and authority; able to prioritize, delegate and foster the development of high-performance teams to lead/support an environment driven by customer service and teamwork * Solid trouble-shooting and organizational skills and ability to work on multiple projects simultaneously; ability to participate in resource planning processes based on defined organizational plans * Applicant must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa) KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: ********************************************************************** KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $66k-92k yearly est. 8d ago
  • Treasury Manager

    Builders Capital 4.2company rating

    Cleveland, OH

    We are looking for a Treasury Manager to join our team! The Treasury Manager is responsible for overseeing the company's treasury operations, including loan sales, facility compliance, and capital management. This role requires an experienced leader with strong analytical skills and the ability to lead a high-performing team, while ensuring the company's capital resources are managed efficiently, risks are mitigated, and business objectives are supported. Builders Capital is the nation's largest private construction lender, offering cutting-edge financing solutions to developers and homebuilders. Our loan products include Acquisition, Development, Construction, and Bridge financing options-ranging from single-asset loans to portfolio loans and revolving credit facilities. Beyond financing, our borrowers benefit from national material purchase discounts and advanced technology tools for project management, accounting, and BIM. What You'll Do: Lead, manage, and train treasury staff responsible for loan sales, facility compliance, and capital availability. Manage capital facilities to ensure ongoing compliance, assess cash requirements, optimize capital usage, and proactively identify risks. Develops and maintains relationships with Capital Partners to support and strengthen borrowing capability in the market and maintain the financial reputation of the company. Support Capital Markets team efforts to obtain new facilities, ensuring treasury requirements and business needs are represented. Develop and maintain effective relationships with origination teams and other shared services partners at all levels of the organization. Establish and maintain robust internal controls related to treasury operations. Monitor and analyze team and functional performance to identify areas for process and efficiency improvements. Requirements Bachelor's degree in Finance, Accounting, Economics, or related field; advanced degree or professional certification (CFA, CTP, CPA) preferred. Demonstrated experience managing and developing high-performing teams. Proven experience in treasury, capital markets, or financial leadership with increasing responsibility. Strong knowledge of loan sales, facility compliance, and capital management. Exceptional analytical, problem-solving, and communication skills. Proven ability to build and maintain strong internal and external relationships. Benefits Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources. Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life. National Impact: Be part of a nationwide operation that's shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S. Health Insurance - We've got you covered! Builders Capital pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans. Competitive Compensation - We offer competitive wages that reward your expertise and hard work. Paid Time Off - Take time to recharge with 3 weeks of paid time off each year. Paid Holidays - Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love. We're here to support you both professionally and personally-because when you thrive, we all thrive. Builders Capital is an Equal Opportunity Employers (EEO) and welcome all qualified applicants. This is a full-time, exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.
    $102k-144k yearly est. 18d ago
  • Branch Manager

    Barnhart Crane & Rigging 4.7company rating

    Columbus, OH

    Essential Duties of this Opportunity: The Barnhart Branch Manager is our Local Leader, a peer to our Senior Leadership Team. As the Local Leader, you will be treated as a business owner, responsible for leading the branch team in sales, execution and financial results of Barnhart. Leadership and development of your team will be the key to your success. You will also collaborate with other branches in executing work in the region and the national footprint. As the Local Leader, a strong focus on safety and quality are paramount for success of your Branch. Lead with alignment to Barnhart's Mission Statement and Core Values. Barnhart has chosen Servant Leadership as the model to reflect the leadership of the “One Team”! Motivate the Branch Team to aim for Barnhart's success metrics in Financials Returns, Safety, Customer Satisfaction & other Key Markers. We strive to be an Industry Standard Bearer! Lead the Branch like a business owner. Build your Team to be excellent in Sales, Operations, Project Management, Dispatch, Maintenance and Facilities! Build a local culture of Significance, Belonging, Trust, Progress & Recognition through Training and developing your Team. Barnhart Offers: Ownership Compensation through a pay for performance structure, with: Competitive salary and performance bonus Paid time off and other benefits Deferred Compensation program that shares the Branches Earnings Barnhart CARES family care and community service opportunities Benefits: $1 for $1 match on 401(k), capped at 10% of Pay Company Vehicle Health Insurance, Paid Time Off, Holidays, Long and Short term Disability, Life Insurance and other benefits that will be discussed in more detail during your interview process Preferred Experience: Leadership developing a Team and building a strong aligned Culture of Company Mission Statement and Core Values. Mechanically inclined and a proven track record of success in rigging, lifting, fabrication, maintenance or transportation execution. Financial skills in leading your Team to build a successful business plan and achieve success metrics. Project Management experience in construction and/or industrial industries. Computer Software and Management Reporting expertise in communicating metrics, processes and enhancements. Education: Bachelor's degree or sufficient experience. Experience: Previous Leadership experience preferred. PURPOSE - Barnhart is built on a strong foundation of serving others. The fruit of our labor is used to grow the company, care for our employees, and serve those in our communities and around the world. MINDS OVER MATTER - Barnhart has built a nationwide reputation for solving problems. We specialize in the lifting, heavy-rigging, and heavy transport of major components used in American industry. NETWORK - Barnhart has built teams that form one of our industry's strongest networks of talent and resources with over 60 branch locations across the U.S. working together to serve our customers. This growing network offers our team members constant opportunity for career growth and professional development. CULTURE - Barnhart has a strong team culture -- the “One TEAM.” We are looking for smart, hard-working people who strive for excellence in their work and appreciate collaboration. Join a team that values Safety, Servant Leadership, Quality Service, Innovation, Continuous Improvement, Fairness, and Profit with a Purpose. EOE/AA Minority/Female/Disability/Veteran #LI-HS1
    $37k-52k yearly est. 41d ago
  • (Worldpay) Technical Accounting Manager

    Dev 4.2company rating

    Cincinnati, OH

    Company DescriptionJobs for Humanity is partnering with FIS to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: FIS Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Accounting Travel Percentage : 15 - 25% Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and communities. If you're ready to start learning, growing and making an impact with a career in fintech, we'd like to know: What you will be doing: Lead accounting functions for complex accounting areas such as stock compensation, leases, debt and other complex accounting matters Work with business leaders on unique transactions and researching US GAAP and IFRS to help structure transactions Keep the company and Accounting leaders current on accounting pronouncements to ensure continued accurate financial reporting Manage accounting processes for valuations for goodwill analysis, intangibles, and purchase accounting What you need: Understanding of US GAAP and IFRS and the related research tools Ability to dissect complex accounting literature and be able to apply guidance to proposed transactions Ability to guide the business on new accounting pronouncements Understanding of financial statements, including Income Statement, Balance Sheet and Cash Flow Statement. Added bonus if you have: Big 4 experience History of technical accounting What we offer you: Opportunities to innovate in fintech Inclusive and diverse team atmosphere Professional and personal development Resources to contribute to your community Competitive salary and benefits Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
    $68k-92k yearly est. 60d+ ago
  • Finance Manager

    AM Ford 4.3company rating

    Jefferson, OH

    We are seeking a detail-oriented and customer-focused Finance Manager to join our automotive dealership team. As the Finance Manager, you will be responsible for assisting customers with vehicle financing options, ensuring compliance with lending regulations, and maximizing dealership profitability through the sale of finance and insurance products. This role requires excellent interpersonal skills, strong financial knowledge, and a deep understanding of the car sales process. Key Responsibilities: Present financing options and extended service products to customers in a clear and professional manner Work closely with lenders and financial institutions to secure the best financing terms for clients Structure deals effectively to optimize both customer satisfaction and dealership profitability Submit credit applications, analyze credit reports, and obtain necessary approvals Maintain compliance with federal, state, and local laws (e.g., privacy laws, Truth in Lending Act) Ensure all finance paperwork is accurate, complete, and processed in a timely fashion Sell additional finance and insurance products such as vehicle service contracts, GAP insurance, and maintenance plans Collaborate with sales managers and sales consultants to close deals efficiently Track F&I performance metrics and prepare regular reports for upper management Stay up to date with new products, lending guidelines, and industry regulations Qualifications: Proven experience in automotive finance (minimum 2-3 years in F&I or dealership finance role) Strong knowledge of financing and leasing options, credit guidelines, and F&I products Excellent negotiation, communication, and customer service skills Ability to explain complex financial terms in a simple and transparent way Familiarity with dealership software systems High level of integrity and professionalism Bachelor's degree in Finance, Business, or related field preferred (but not required) Preferred Skills: Automotive industry experience is required Bilingual abilities are a plus Detail-oriented with strong organizational and documentation skills Ability to work flexible hours, including weekends and evenings Compensation & Benefits: Competitive base salary plus commission/bonuses Health, dental, and vision insurance Paid time off and holidays Employee vehicle purchase program Ongoing training and professional development
    $83k-117k yearly est. Auto-Apply 60d+ ago
  • Transportation Brokerage Branch Manager - Dayton, OH

    Watco Companies, Inc. 4.3company rating

    Dayton, OH

    Start a Watco Career and Discover the Difference Keep the world's supply chain moving. That's what the Watco team does every day at our short line railroads, switching sites, terminals, ports, and logistics hubs. Whether you're at one of these locations or in a support-services role, there's one thread that ties everyone together. We're all on the same team. One Watco. Here's what you can expect from Watco: Award-winning culture recognized by Forbes and Newsweek Competitive compensation and benefits Leadership and development programs offered through Watco University Career advancement opportunities This position will have competitive salary with bonus opportunities. The Branch Manager of Watco Logistics will be responsible for the sales and operations of Brokerage Services. It will be critical for this leader to develop a sales culture to drive growth. This position has broad responsibilities including hiring, training, and Profit and Loss responsibilities. The Branch Manager position represents a leadership role within the Company. ESSENTIAL DUTIES AND RESPONSIBILITIES INCLUDING THE FOLLOWING (OTHER DUTIES MAY BE ASSIGNED) Build and manage your book of business-handling all aspects of the transaction from cradle to grave Develop the operational, budgeting, and forecasting plans for the branch Determine verticals or niches to begin selling into for the branch Ensure a balanced investment approach between selling and operations Develop a Sales Culture in the Branch from top down. Develop or review detailed financial plans, profit and loss income statement and adherence to the EBITDA plan Work with other Watco operating units to develop joint approaches to customer development and growth Deliver cost effective solutions that always keeps the long-term interest of the customer as the priority Create a high-performance team atmosphere that fosters innovation, high productivity, and low turnover Set and monitor team performance to ensure annual goals and objectives are achieved Effectively supervise and manage direct reports by providing team leadership and motivation Evaluate and communicate team member performance levels through formal and informal procedures including regular leadership and management meetings, 1:1 meetings to provide leadership development, and a forum for communication to ensure coordination and collaboration in meeting individual and organization goals Ensure annual team member performance reviews are conducted in a timely and effective manner Evaluate performance of team members for compliance with established policies and objectives of the organization and contributions in attaining objectives Develop high functioning teams by focusing on service, team morale, teamwork, and a positive culture Ensure Watco Logistics operating procedures and protocol are adhered to QUALIFICATIONS/SKILLS & ABILITIES To perform this job successfully, an individual must be able to perform each essential duty. The requirements listed below are representative of the knowledge, skill, and/or ability required: A 4-year college degree in a relevant field; or commensurate industry experience Transportation or supply chain related experience preferred Business development, personal training, sales knowledge, and highway service knowledge recommended Demonstrable business development, operations, and sales successes recommended Record of business acumen improving the financial results for business recommended Preferred experience managing a profit center Apply knowledge of organization, communication, conflict resolution, project, personal management, and time management skills Use basic computer skills - Microsoft Excel, Word, PowerPoint, 10 Key, and Data Entry Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form Ability to multi-task with frequent interruptions Ability to provide oral and written reports, business correspondence, and effective presentation of information to customers, team members, and managers Capable of working independently and making decisions with limited supervision Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists Registry Monitoring Insurance Services (RMIS) skills preferred Transportation Management System (TMS) skills preferred Develop, supervise, provide team leadership, and motivation to the team WORK ENVIRONMENT Work is performed primarily in a standard office environment with extensive team member and supplier contact with frequent interruptions. The work environment characteristics described here are representative of those a team member encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PHYSICAL REQUIREMENTS & PHYSICAL DEMANDS Sit, stand, walk, and reach with arms - Completion of paperwork, long consecutive hours of typing and using the computer Talk daily to customers, team members, vendors, etc. Ability to hear what the team members communicate The incumbent must occasionally lift and/or move up to 25 pounds. Ability to travel approximately 25% of the time The physical demands described are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $58k-73k yearly est. 1d ago
  • Tax Manager

    Rainmaker Resources, LLC 3.7company rating

    Cincinnati, OH

    Job DescriptionThe Tax Manager will be responsible for transactional tax compliance and research, as well as working with construction teams of a fast growing, multi-billion dollar construction firm, to ensure all indirect taxes and licensing are in compliance.Key Responsibilities Manage a team of indirect tax professionals to maintain tax compliance Establish and communicate effective goals to meet tax deadlines Train tax team on relevant and evolving indirect tax guidance Identify tax areas of savings, efficiency, and overpayment if applicable. Set up projects for tax purposes in ERP system to ensure proper taxation of purchases Monitor and update sales and use tax rate changes throughout the country to ensure proper taxation Process transactional tax returns, including sales and use, gross receipts, and business taxes Monitor and analyze invoices to ensure proper taxation Interpret, understand, and comply with all state and local tax laws Research and analyze state and local licensing laws and exemptions Apply for and maintain all new licenses and renewals to ensure compliance Communicate with Business Unit coworkers regarding tax laws and rates File property tax returns for the company. Work with external accountants on apportioning income to various jurisdictions. Coordinate any tax audits or inquiries Requirements and Qualifications Bachelor's degree in business or accounting preferred Transactional tax experience preferred Construction knowledge preferred Alteryx experience preferred Avalara experience preferred Proficient with Microsoft Excel and other Microsoft programs, including Word, Power Point, Outlook. Strong organizational and communication skills Strong research skills Ability to work cooperatively with internal and external customers Ability to prioritize and work independently
    $70k-97k yearly est. 24d ago
  • Tax Manager

    Medpace 4.5company rating

    Cincinnati, OH

    Responsibilities * Assist in preparation and review of US, State & Foreign Accounting for Income Taxes (ASC 740), includes assisting and reviewing the preparation of numerous book vs. tax differences; * Assist in review of foreign income tax returns and reconciliation of US GAAP financials to local statutory tax returns; * Oversee completion of federal and state income tax returns, including all related analysis and support; * Perform in-depth tax research and evaluate alternative interpretations of key provisions in the US Internal Revenue Code using excellent professional judgment; * Assist with various tax-related projects (e.g. transfer pricing, tax planning initiatives, estimated tax calculations, R&D tax benefits and other incentives); * Coach, counsel and educate necessary Finance personnel and company leadership in tax compliance issues; * Manage the relationships with external consultants and advisors to ensure the organization receives satisfactory standards of service. Qualifications * Bachelor's degree plus CPA or MBA; * Advanced knowledge of federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research; * Knowledge of ONESOURCE Income Tax is preferred; * Ability to supervise, oversee and provide direction to team members; * Ability to demonstrate effective communication including positive influencing skills, listening, and appropriate delegation; * Advanced analytical skills and the ability to review the analysis of others to ensure accuracy * Excellent theoretical and practical grasp of tax and other regulatory principles and how they apply to the business; * Ability to take ownership for projects and drive to timely completion. Medpace Overview Medpace is a full-service clinical contract research organization (CRO). We provide Phase I-IV clinical development services to the biotechnology, pharmaceutical and medical device industries. Our mission is to accelerate the global development of safe and effective medical therapeutics through its scientific and disciplined approach. We leverage local regulatory and therapeutic expertise across all major areas including oncology, cardiology, metabolic disease, endocrinology, central nervous system, anti-viral and anti-infective. Headquartered in Cincinnati, Ohio, employing more than 5,000 people across 40+ countries. Why Medpace? People. Purpose. Passion. Make a Difference Tomorrow. Join Us Today. The work we've done over the past 30+ years has positively impacted the lives of countless patients and families who face hundreds of diseases across all key therapeutic areas. The work we do today will improve the lives of people living with illness and disease in the future. Cincinnati Perks * Cincinnati Campus Overview * Flexible work environment * Competitive PTO packages, starting at 20+ days * Competitive compensation and benefits package * Company-sponsored employee appreciation events * Employee health and wellness initiatives * Community involvement with local nonprofit organizations * Discounts on local sports games, fitness gyms and attractions * Modern, ecofriendly campus with an on-site fitness center * Structured career paths with opportunities for professional growth * Discounted tuition for UC online programs Awards * Named a Top Workplace in 2024 by The Cincinnati Enquirer * Recognized by Forbes as one of America's Most Successful Midsize Companies in 2021, 2022, 2023 and 2024 * Continually recognized with CRO Leadership Awards from Life Science Leader magazine based on expertise, quality, capabilities, reliability, and compatibility What to Expect Next A Medpace team member will review your qualifications and, if interested, you will be contacted with details for next steps.
    $70k-96k yearly est. Auto-Apply 11d ago
  • Branch Manager

    First National Bank (FNB Corp 3.7company rating

    Brookfield Center, OH

    Primary Office Location: 7120 Warren-Sharon Road. Brookfield, Ohio. 44403. Join our team. Make a difference - for us and for your future. Branch Manager Business Unit: Retail Reports to: Varies Based on Assignment This position is primarily responsible for the overall sales and operations management of the branch. The incumbent is the directing sales manager for the branch. The primary focus is the origination and expansion of new to bank customers and performance coaching of the branch team. The incumbent oversees daily branch activities, performs market and business development duties, processes loan requests, solicits new accounts, ensures effective operations of branch staff and facilities. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. Primary Responsibilities: Performs market and business development duties by generating high value customer relationships through leveraging sales leads and outbound calling to establish new customers and retain and expand existing relationships. Active member in the community. Execute and coach sales strategies to achieve financial goals. Incorporate FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Additionally, the Manager is responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Manage and coach branch team and facility to ensure the branch is operating according to FNB standards. People: conduct daily sales meetings, execute all HR responsibilities, participates in ongoing education for themselves and team, and lead sales camps according to Market Manager. Facilities: ensure branch meets all quality standards through the direction and coaching of branch team. Accountable for the operational integrity of the branch and ensuring adherence to audit, compliance, security, and operational requirements. Assigns team operational responsibilities and performs various operational duties according to established policies and procedures as needed. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level BA or BS preferred. Experience in a related position. Knowledge of banking audit policies and procedures preferred. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $43k-48k yearly est. Auto-Apply 6d ago
  • Credit Manager Trainee

    Premier Rental Purchase of Dayton/Troy

    Dayton, OH

    Job DescriptionBenefits: Bonus based on performance Competitive salary Free uniforms Paid time off At Premier Rental Purchase, we are looking for an enthusiastic Credit Manager Trainee to join our Dayton, OH family. As part of our Credit Management team, you will have the chance to hone and develop your expertise in credit management while working with a company that is committed to providing excellent customer service. The Credit Manager Trainee will be responsible for managing the credit and collections process, including reviewing customer applications, monitoring accounts for delinquency, and ensuring compliance with Credit Department policies. You will also be expected to develop relationships with customers, helping them manage their debt efficiently and effectively. Additionally, you will work closely with other Credit Management team members to ensure a positive customer experience. The position requirements: Requirements: High school diploma, GED, or equivalent work experience. Must have a valid drivers license and a good driving record. Must complete the training program and have one year of experience in a job requiring customer contact. Must be able to lift and carry loads up to seventy-five (75) pounds. This is an excellent opportunity for someone who wants to develop their Credit Management skills and work in a family-oriented environment. If you are looking for an exciting new challenge, this could be the perfect role for you! We look forward to hearing from you!
    $41k-76k yearly est. 16d ago
  • Credit Manager Trainee

    Premier Rental Purchase

    Dayton, OH

    Responsive recruiter Benefits: Bonus based on performance Competitive salary Free uniforms Paid time off At Premier Rental Purchase, we are looking for an enthusiastic Credit Manager Trainee to join our Dayton, OH family. As part of our Credit Management team, you will have the chance to hone and develop your expertise in credit management while working with a company that is committed to providing excellent customer service. The Credit Manager Trainee will be responsible for managing the credit and collections process, including reviewing customer applications, monitoring accounts for delinquency, and ensuring compliance with Credit Department policies. You will also be expected to develop relationships with customers, helping them manage their debt efficiently and effectively. Additionally, you will work closely with other Credit Management team members to ensure a positive customer experience. The position requirements: Requirements: High school diploma, GED, or equivalent work experience. Must have a valid driver's license and a good driving record. Must complete the training program and have one year of experience in a job requiring customer contact. Must be able to lift and carry loads up to seventy-five (75) pounds. This is an excellent opportunity for someone who wants to develop their Credit Management skills and work in a family-oriented environment. If you are looking for an exciting new challenge, this could be the perfect role for you! We look forward to hearing from you! Compensation: $0.18 - $19.00 per hour Premier Rental-Purchase is a Rent-To-Own franchise that goes above and beyond to provide our customers with the services and benefits necessary to excel in today's world. We offer a program with unique features focused on improving our customers' lifestyles while adhering to their budget. Our team members make this possible and their respect for our customers is pivotal in developing great customer relationships. At the same time, Premier is focused on providing its franchisees and their team with the guidance and support services they need to increase unit-level revenues and profits and maintain high-level operational standards. At the foundation of Premier's excellent performance are our core values: Respect, Listen, and Respond Compassion with Accountability Integrity Above All Together We Succeed As an organization, we strive to conduct our business activities with these core values at the heart of every decision and interaction. Premier Rental-Purchase continues to deliver an unparalleled experience for both the consumer and employees, setting a precedent that remains unmet by competitors in the rent-to-own industry. I acknowledge that each independent Premier Rental Purchase franchisee hires and determines the terms and conditions of employment for its own employees. Any employment benefits, compensation and employment practices vary by location. Neither Premier Rental Purchase Inc. (“Franchisor”) nor its affiliates have the power to: (1) hire, fire or modify the employment condition of franchisee's employees; (2) supervise and control franchisee's employee work schedule or conditions of employment; (3) determine the rate and method of payment; or (4) accept, review or maintain franchisee employment records. Premier Rental Purchase Inc. is NOT the employer and/or joint employer for: (i) any of the job opportunities listed on this website; (ii) any of the independent franchisees; and, (iii) any of the employees of the independent franchisees.
    $41k-76k yearly est. Auto-Apply 60d+ ago
  • Area Credit Manager

    Winsupply 4.5company rating

    Dayton, OH

    Winsupply is in the business of creating and enabling entrepreneurs to achieve their dreams through wholesale distribution. Winsupply is a group of over 670 locally-owned companies that operate across a variety of industries, including HVAC, Plumbing, Electrical and more. The purpose of the support services campus is to eliminate obstacles and provide support to help our entrepreneurs succeed. Support service employees assist entrepreneurs in achieving their dreams through finance, accounting, IT, and other back-office operations. Job Description Position Summary The Area Credit Manager's primary responsibility is to extend and administer credit and collections for each assigned Winsupply company location as delegated by the Regional Credit Manager or Director, Credit Services. The Area Credit Manager is responsible to partner with the local company's operational personnel to ensure optimum customer service and to minimize bad debt losses. Accountabilities/Responsibilities Work closely with WCMS management, company presidents, and branch managers to ensure all aspects relating to accounts receivable are promptly and accurately handled. Assess the creditworthiness of new and existing customers Provide solutions to each local company within your portfolio, to balance the goal of maximizing sales while minimizing credit risk Work to use alternative methods to sell to marginal customers on risk mitigating terms Ensure the local companies are within Winsupply, Inc policies and procedures. Work monthly to ensure past due receivables are collected in a timely fashion Complete and review monthly aging reports for each company, providing collection strategy, progress and results. Ensure all lien and bond rights do not expire pertaining to each state law Cooperate with company leadership to support sales and profit goals with minimizing their bad debt losses. Monitor the activities of accounts placed with collection attorneys and other third-party outsourcing agencies Any other duties assigned by the Regional Credit Manager and/or Director, Credit Services. Competencies for Success Builds Customer Experience Effective Communication Strong organizational skills Decision Making / Problem Solving abilities Qualifications Qualifications/Experience Basic understanding of credit management techniques and procedures; ability and willingness to develop in-depth knowledge and understanding of Winsupply's credit policies and procedures Strong PC skills including Windows 10, MS Office, internet search engines Experience in wholesale or industrial industries Working knowledge of Mechanics lien and bond rights, notice requirements. Associate's Degree in Business or related field and/or technical experience in lieu of degree Additional Information Physical Demands The physical demands here are representative of those that must be met to successfully perform the essential job functions with or without reasonable accommodations: Sitting for extended periods of time Dexterity of hands and fingers to operate a computer keyboard, mouse, and other computer components We are committed to inclusion, diversity, and equal employment opportunity, regardless of race, color, ancestry, religion, sex, gender, national origin, sexual orientation, age, citizenship, marital status, disability, veteran status, or any other factor protected by applicable federal, state, or local laws.
    $37k-58k yearly est. 4d ago

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