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Program finance analyst entry level jobs - 38 jobs

  • Financial Advisor - Securities Administration - Jackson, OH

    Wesbanco Bank Inc. 4.3company rating

    Jackson, OH

    Back Financial Advisor - Securities Administration #31-8560 Jackson, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be at the Jackson Main - Jackson, OH. Market Columbus Work Hours per Week 37.5 Requirements Bachelor's Degree preferred. State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required. Knowledge of core investment products including fixed and variable annuities and mutual funds. Must have fundamental understanding of Bank services and operations. Market (investment) knowledge. Experience in investment sales or related fields. Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations. Job Description SUMMARY: The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee-based accounts. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management. The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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. Prospect clients to establish business relationships. Profile clients and recommend suitable investment and insurance solutions. Provide a great client experience to all clients and prospects. Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients. Participate in seminars, branch training and community events in support of WesBanco Securities. Support retail and other divisions in cross referring clients for bank offered services. Coach and train Senior and Licensed Personal Bankers and branch employees. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Willingness to provide a level of service which will clearly differentiate us from our competitors. Must possess proven sales skills, be proactive and generate opportunities. Ability to perform general clerical duties and operate various departmental equipment. Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint). Ability to learn various software systems to accomplish work responsibilities. Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Ability to analyze, comprehend and act in accordance with various regulatory entities. Ability to interact professionally with Bank business partners and customers. Must possess strong organizational and planning skills. Ability to maintain confidentiality. Must be self-motivated. Ability to handle travel to assigned offices. Full-Time/Part-Time Full-time Area of Interest WesBanco Securities All Locations Jackson, Ohio, United States
    $49k-82k yearly est. 3d ago
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  • Analyst

    Rockbridge 4.1company rating

    Columbus, OH

    Analyst - Development This position (Analyst or Senior Analyst, based on qualifications) will join the Development team at Rockbridge, playing a crucial support role in the sourcing, underwriting, and execution of new hospitality and mixed-use development projects. These projects span a diverse range, including ground-up construction, adaptive re-use, historic rehabilitation, and comprehensive repositioning, with a focus on full-service, independent luxury and lifestyle hotels in urban and specialty markets across the United States. This early-career investment role will provide experience across all phases of a project lifecycle - from initial feasibility and financial underwriting, to development management, construction oversight, and project delivery. The role offers significant opportunities for cross-functional collaboration within Rockbridge's vertically integrated platform across Risk Management, Asset Management, and Capital Markets to support all aspects of a project, including capital raising, legal and tax structuring, design and branding, incentives and related structures, site analysis, and market research. This position will require navigation of complex investment structuring, project underwriting, and development management considerations to ensure expert stewardship of our investments. Strong attention to detail, communication, and organization are critical for success in the role. Key Responsibilities: Under the guidance of senior team members, the Analyst will support all aspects of investment underwriting, development management, and project execution, as well as assist with ad-hoc strategic and administrative work. Underwriting & Financial Analysis: Assist in the creation and maintenance of complex financial models to support investment decisions; prepare and manage due diligence and analytical materials. Market & Feasibility Research: Conduct market, site, and feasibility research for development opportunities. Investment Execution and Capital Raising: Prepare investment presentations, reports, and supplemental analytical outputs and research to assist in capital raising efforts across equity, debt, and other specialized capital, including legal and tax structuring and analysis. Development Management: Assist with or manage development budget preparation, construction draw documentation, incentive compliance, and financial closing processes. Operator Coordination: Assist in pro forma review, pre-opening budget preparation, and liquidity management. Strategic Initiatives: Provide ad hoc analysis and presentations for team projects. Reporting: Create and maintain reports for team and leadership. Industry Engagement: Build strong relationships within the hospitality and real estate industries. Job Requirements: Entrepreneurial individual with strong work ethic and high level of intellectual capacity, curiosity, and integrity 0 - 3 years of relevant experience in real estate, hospitality, or financial analysis 4-year college degree Proficiency in Microsoft Excel and financial modeling Flexible and adept at managing multiple priorities in a fast-paced, deadline-sensitive environment Excellent written and verbal communication skills Ability to work collaboratively with other team members and across disciplines Self-motivated, detail-oriented, and well-organized
    $54k-82k yearly est. 8d ago
  • Public Finance Investment Banking Analyst - Healthcare

    Piper Sandler Companies 4.8company rating

    Ohio

    At Piper Sandler, we connect capital with opportunity to build a better future. We enable growth and success of our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our mission is to recruit, develop, and retain high-performing people that are bright, committed, and who work in partnership with others to achieve at a high level. About our Public Finance Group We are a national public finance investment banking franchise with a diversified business focused on middle market issuers and specialty sector expertise. Our core business is partnering with not for profits, private developers, and state and local governments to raise capital for infrastructure projects through the issuance of tax exempt and taxable bonds. We finance a broad spectrum of projects across our regional footprint and our specialty sector coverage. We emphasize a "mentorship" culture where junior bankers get direct exposure to senior bankers and clients early on. Our employees are able to transition to more senior roles in the firm, corporate finance, or graduate school (MBA/MPP). Learn more about our public finance team here. We are currently looking for a Public Finance Investment Banking Analyst to join the public finance Healthcare team in Columbus, Ohio. About the Role Our analyst position offers a unique opportunity for ambitious professionals seeking to play a meaningful role in connecting capital with opportunity to finance projects for not-for-profits, governments, and developers who are engaged in building the country's infrastructure. Analysts prepare bond sizing cash flows and debt profiles to analyze and structure debt, presentations, proposals, and a variety of ad hoc collateral material. Analysts should be prepared for direct interaction with senior bankers and clients in a highly competitive, rewarding, team-oriented environment to execute successful financings . Qualifications & Skills Education: B.S. or B.A. required. Preferred majors include Business, Economics, Mathematics, Political Science, Engineering, or Public Administration. Experience: 0-3 years of related experience (banking, accounting, or government finance) is a plus, but will actively consider upcoming or recent graduates. Technical Skills: Advanced proficiency in Excel, PowerPoint, and Word is critical. Excellent analytical and financial modeling skills is a "must." Soft Skills: Strong interest in public finance/public sector work, excellent written/verbal communication, and the ability to manage multiple projects under pressure Ability to demonstrate high achievement, particularly in a team setting Operates consistently with the highest degree of integrity and accountability Quickly builds trust across multiple constituencies Well organized, attention to detail and able to manage multiple projects under pressure Strong communication and professional presence with clients required Successful candidates will be enthusiastic, highly self- motivated, and go the extra mile in terms of effort and hours when needed Key Responsibilities Quantitative Modeling: Develop financial models to structure and optimize debt transactions (e.g., calculating debt service, sizing bond issues). Credit Analysis: Research and analyze client debt loads, local economic conditions, and financial strengths to help determine creditworthiness. Transaction Execution: Assist in all steps of the bond issuance process, from drafting responses to Requests for Proposals (RFPs) to preparing closing documents. Marketing & Pitching: Prepare presentation materials for financing proposals, new business development, and bond rating agencies Documentation: Draft disclosure documents for bond sales and coordinate transaction details with clients and legal teams Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. The anticipated starting salary range for individuals expressing interest in this position is $80,000 - $100,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. *LI-AH1
    $80k-100k yearly Auto-Apply 35d ago
  • Cyber Triage and Forensics - Junior Analyst

    EY 4.7company rating

    Cleveland, OH

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Today's world is fueled by vast amounts of information. Data is more valuable than ever before. Protecting data and information systems is central to doing business, and everyone in EY Information Security has a critical role to play. Join a global team of almost 950 people who collaborate to support the business of EY by protecting EY and client information assets! Our Information Security professionals enable EY to work securely and deliver secure products and services, as well as detect and quickly respond to security events as they happen. Together, the efforts of our dedicated team helps protect the EY brand and build client trust. Within Information Security we blend risk strategy, digital identity, cyber defense, application security and technology solutions as we consider the entire security lifecycle. You will join a team of hardworking, security-focused individuals dedicated to supporting, protecting and enabling the business through innovative, secure solutions that provide speed to market and business value. **The opportunity** Cyber Triage and Forensics (CTF) - The Cyber Defense Response Center is responsible for monitoring and detecting information security events that could adversely impact EY information assets and resources. Its mission is aligned with the both the incident response and attack lifecycles A qualified candidate will have the opportunity to work with highly talent Cyber security experts to learn and develop new skills. Candidate will be exposed to many technologies and security tools whilst working with EY as well as career growth opportunity. CTF do provide training to analysts. **Your key responsibilities** + Perform front line accurate and precise real-time monitoring and analysis correlation of logs/alerts from a multitude of security devices with a focus on the determination of what was said as events constitute security incidents. + They will work multi-functionally to detect and respond to information security incidents, develop, maintain, and follow procedures for security event alerting, and participate in security investigations. + The CTF Analyst I must be competent to work at a technical level, be capable of identifying threats and vectors that cause security events and be able to follow defined procedures for mitigating said threats. **Skills and attributes for success** + How to respond to network, cloud and host based security events + Ability to participate in detecting, investigating, and resolving security events + Capable of working independently + Identify and propose areas for improvement within the Cyber Triage and Forensics + Good interpersonal skills **To qualify for the role you must have** Bachelors in Computer Science, Information Systems, Engineering or 2 - 3 years of related work experience. **Experience:** + Minimum of 1-2 years of experience in one or more of the following: + Working in a Security Monitoring/Security Operations Center environment (SOC) + Experience investigating security events, threats and/or vulnerabilities + Demonstrate incident handling ability + Demonstrate ability to analysis log output from various devices + Understanding of electronic investigation and log correlation + Proficiency with the latest intrusion detection platforms + Working knowledge of Windows systems administration (Including AD) and/or Linux. **Ideally, you'll also have** + Information Security Principles, Technologies, and Practices + Proven experience with multiple security event detection platforms + Thorough understanding of TCP/IP + Demonstrated integrity in a professional environment + Good social, communication and technical writing skills + Comfortable navigating and troubleshooting Windows system issues + Desired Certifications - Any Security Certifications **What we look for** Under limited supervision the CTF (Cyber Triage and Forensics) Analyst I will report to the CTF Global Service Manager. The CTF Analyst I will perform tasks including monitoring, research, classification and analysis of security events that occur on the network or endpoint. The CTF Analyst I should have familiarity with the principles of network and endpoint security, current threat and attack trends, a basic understanding of the OSI model, cloud security, and have a working knowledge of defense in depth strategies. **What we offer you** The compensation ranges below are provided in order to comply with United States pay transparency laws. Other geographies will follow their local salary guidelines, which may not be a direct conversion of published US salary ranges. At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $60,400 to $109,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $72,500 to $124,500 . Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $72.5k-124.5k yearly 60d+ ago
  • 2027 Asset Management Product Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH

    JobID: 210691737 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; New York,NY ; $100,000.00-$100,000.00; Columbus, OH $100,000-$100,000 USD Are you curious about portfolio management and investment strategies? We're looking for energetic, creative talent to join our global team of experts in evaluating new investments for a diverse base of clients. You will have the opportunity to start in New York to gain insights into business strategies before joining an investment products team. As a Summer Analyst in the 2027 Asset Management Product Program, you will collaborate with industry experts to develop investment solutions for institutional investors, mutual funds, ETFs, and other large-scale clients-including corporations, governments, and not-for-profit organizations-worldwide. You'll work with client portfolio managers, traders, research analysts, marketers and client advisors to analyze and execute investments strategies. These solutions will give you exposure to the various asset classes, including equities, fixed income, real assets, hedge funds and private equity. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage your skills. Job Responsibilities: * Collaborate with mentors and a supportive team to learn and grow. * Develop innovative ideas to enhance our business. * Undertake assignments that directly impact clients, helping them achieve their business goals. * Network with industry leaders and access best-in-class training. * Sharpen technical skills and finance and accounting principles. Required Qualifications, Capabilities, and Skills: * Pursuing a Bachelor's or Master's degree (No MBA). * Attending a college/university in the U.S. * Expected graduation date of December 2027 - June 2028. * Excellent communication and presentation skills. * Strong quantitative skills and a passion for investing. * Exceptional organizational skills and multitasking ability. * Strong initiative, energy, and confidence. * Good judgment and discretion with confidential information. Preferred Qualifications, Capabilities, and Skills: * Background in financial accounting, financial analysis, or mathematics is a plus. * Genuine interest in financial markets, investing, and macro-level economics. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations Locations and teams you may join: * Equities - New York * Global Fixed Income Currencies and Commodities - New York * Global Fixed Income Currencies and Commodities - Columbus * Global Fixed Income Currencies and Commodities - Leveraged Credit Team - Indianapolis * Alternatives: Hedge Funds - New York Alternatives: Private Equity - New York * Alternatives: Real Estate - New York * Alternatives: Real Estate - Los Angeles * Alternatives: Private Credit / Special Situations - New York * Global Liquidity - New York * Multi Asset Solutions - New York * Multi Asset Solutions - Columbus * ETFs - New York * Quantitative / Research - New York Team preference and location will be taken into consideration on your application. You will not be reviewed for teams that you do not list as a preference. Once your application is submitted, you cannot change your team and location preferences. Learn more about our teams below: * Equities: We manage a broad range of equity investment strategies globally with dedicated portfolio managers, research analysts and traders who have expertise in helping clients of all sizes. * Global Fixed Income Currencies and Commodities: We manage global bond strategies that invest across a broad range of sectors including government, corporate, securitized, and emerging market debt. Our solutions are available to individual clients through our active mutual fund and ETF offerings as well as institutional clients. Our team includes portfolio managers, research analysts, investment specialists, traders, and risk management. * Leveraged Credit: Our team manages over $70 billion in assets with a strong history of long-term performance. We combine portfolio management, credit research, and trading to deliver innovative investment solutions for a diverse range of clients. You'll work with senior professionals to evaluate high yield bonds, leveraged loans, and private credit, gaining hands-on experience and actively contributing to the investment process. * Alternatives: Explore a diverse range of alternative investment opportunities across hedge funds, private equity, real estate, and private credit in key financial hubs like New York and Los Angeles. * Hedge Funds: We manage hedge fund portfolios for institutional and high net worth individuals, offering a broad range of products and capabilities to help investors reach their objectives. * Private Equity: We build and maintain the private equity portfolios for our clients. * Real Estate: Where innovation meets opportunity. We come up with innovative ways to invest in real estate. * Global Liquidity: We help clients invest within a range of currencies, risk levels and durations, including taxable and tax-free money market funds, short-term fixed income funds and separately managed accounts. * Multi-Asset Solutions: We manage multi-asset portfolios investing across equities, fixed income, alternatives, and FX. Our strategies are informed by the insights of our quantitative and fundamental research teams and access the investment solutions from across JPMorgan Asset Management. Clients access MAS's strategies through active mutual funds, model portfolios, and custom institutional accounts. Our team includes portfolio managers, quantitative research analysts, fundamental macroeconomic strategists, investment specialists, and risk management. Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. J.P. Morgan Asset Management designed a YouTube video series to help future talent better understand what is Asset Management and why it's so important. Click here to view the series. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $100k-100k yearly Auto-Apply 20d ago
  • Certified Coding Analyst

    Healthcare Support Staffing

    Columbus, OH

    HealthCare Support Staffing, Inc. (HSS), is a proven industry-leading national healthcare recruiting and staffing firm. HSS has a proven history of placing talented healthcare professionals in clinical and non-clinical positions with some of the largest and most prestigious healthcare facilities including: Fortune 100 Health Plans, Mail Order Pharmacies, Medical Billing Centers, Hospitals, Laboratories, Surgery Centers, Private Practices, and many other healthcare facilities throughout the United States. HealthCare Support Staffing maintains strong relationships with top providers in healthcare and can assure healthcare professionals they will receive fast access to great career opportunities that best fit their expertise. Connect with one of our Professional Recruiting Consultants today to see how a conversation can turn into a long-lasting and rewarding career! Job Description Position Purpose: Perform review of high dollar claims. Review for appropriate place of service, accurate coding, length of stay, match to authorization, and possible outlier DRG or Stop Loss pricing. Perform coding research. Conduct complex business and operational analyses to assure payments are in compliance with contract; identify areas for improvement and clarification for better operational efficiency resulting in better initiative, contract, and benefit implementation as well as better maintenance long term. Perform review of high dollar claims for benefit and pricing determination. Work collaboratively with Finance Department to determine appropriateness of pricing. Work collaboratively with Medical Management Department to resolve any issues with medical review notes that affect claim pricing Serve as a technical resource / coding subject matter expert for contract pricing related issues Responsible for entire cycle of facility claims which includes verifying information on submitted claims, reviewing contracts, eligibility, and authorizations to determine reimbursement, and ensuring payment instructions are sent to claims department for claims payment Identify key elements and processing requirements based on diagnosis, provider, contracts and policies and procedures utilizing broad based product or system knowledge to ensure timely payments are generated. Conduct point of service review and resolution of high dollar claims that are pending and/or adjusted incorrectly including review, investigation, adjustment and resolution of claims, claims appeals, inquiries, and inaccuracies in payment of claims. Collaborate with all departments to analyze complex claims issues and special claim projects. Qualifications Healthcare experience REQUIRED Managed Care strongly PREFERRED Associate's degree in Business, Health Care Management, Insurance, Healthcare or related field 3+ years of Medical Billing or Physician's office experience. Extensive knowledge of coding and billing practices for hospitals, physicians and/or ancillary providers as well as knowledge about contracting, claims processing, and provider customer service. Accepted Licenses/Certifications: Registered Health Information Administrator (RHIA), Registered Health Information Technician (RHIT), Certified Coding Specialist (CCS), Professional Coder-Payer (CPC-P) certification, Certified Professional Coder (CPC) Additional Information Shfit: Monday- Friday; 8AM-5PM Salary: $41,000-$46,000 + 6% Annual Bonus + Medical Benefits take effect 30 days after start date
    $41k-46k yearly 60d+ ago
  • Real Estate Junior Analyst

    Novogradac & Co. LLP 4.6company rating

    Columbus, OH

    Dare to bring your unique perspective? At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you're eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us. Position Summary The Real Estate Junior Analyst position is responsible for performing multifamily real estate market research and analysis for the Government Consulting and Valuation Advisory (GoVal) department. This includes collecting and coalescing pertinent data, assisting in real estate market analysis and analyzing economic trends in designated regions. This position reports to a designated Manager on the GoVal team. Your Contributions and Responsibilities * Gather, analyze and interpret basic economic, demographic information and multifamily rental market trends * Perform interviews with apartment property managers of market/LIHTC/subsidized apartment properties to gather property-specific information and general multifamily market conditions * Gather information on new multifamily developments and find subsidized, tax credit and market rate apartment rental comparables in the area by speaking to developers and online research * Perform interviews with local housing authorities, planners, senior centers and chambers of commerce to identify problems and understand demand in the real estate market * Assist in writing multifamily rental market feasibility studies and appraisals of proposed and existing real estate developments * Request information from appraisers/brokers on multifamily sales and land sale comparables * Assist with other duties, projects or manager requests as assigned * Complete Novogradac's Affordable Housing Training & Assessment Program within the first 90 days of employment Your Background and Skills * Excellent verbal and written communication skills; this position involves a great deal of web-based research. Junior Analysts must be comfortable speaking with individuals via telephone and synthesizing this information in written narrative form. * Display strong analytical skills, including the ability to gather information, conduct analyses and present findings * Solid organizational and follow-through skills, performing work accurately with strong attention to detail * Ability to meet deadlines and effectively prioritize a fast-paced and varied workload, effectively manage a variety of concurrent and shifting priorities * Strong computer skills, including solid skill in the Microsoft Office suite (prefer advanced skill in Excel) * Available for domestic travel as needed, including ability to drive, fly, and/or rent a car to designated sites for in-person visits Your Qualifications Bachelor's degree in related area plus 1-3 years of real estate research and market analysis and/or appropriate balance of education and work experience. Valid driver's license with acceptable driving record. Multifamily appraisal experience a plus. Why work with us? Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration. We are proud to offer: * Increased number of paid holidays per year * Competitive salaries with continuous review of market conditions * Flexible working hours and work arrangements * Remote and hybrid opportunities * Inclusive workplace, providing strong professional growth and development opportunities The benefits of joining our team * Strong growth opportunities * Competitive benefits package * 401(k) package with firm profit-sharing * Strong emphasis on quality work-life integration * Dress for your day policy * Resources of a national firm * Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment * Compensation: $52,000 to $58,000 depending on experience. More is possible if experience dictates. Don't meet every single qualification? After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may still be the right candidate for this or one of our other roles. Get to know us better! We're Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country. Novogradac is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields. Ready to learn more? To be considered for this position, interested candidates MUST apply via our company website: ******************************* Commitment to Inclusion Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence. At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace. Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k). Novogradac and Company LLP is an equal opportunity employer. Novogradac's culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce. By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.
    $52k-58k yearly 14d ago
  • Junior SOC Analyst

    The Babcock & Wilcox Company 4.8company rating

    Akron, OH

    We are seeking a motivated and detail-oriented Junior SOC Analyst to join our Security Operations Center team. This entry-level role is ideal for individuals passionate about cybersecurity and eager to grow their skills in threat detection, incident response, and security monitoring. The Junior SOC Analyst will assist in monitoring security systems, analyzing alerts, and supporting incident investigations to protect the organization's digital assets. * We are unable to offer sponsorship for this position at this time.* * Monitor security alerts and correlate events from SIEM to identify anomalies or IOCs. * Perform initial triage of security incidents and escalate as needed. * Assist in the investigation and documentation of security incidents. * Support vulnerability management and threat intelligence activities. * Maintain logs and reports for compliance and auditing purposes. * Establishes procedural playbooks/SOPs to identify threats and escalate incidents. * Collaborate with senior analysts and other IT teams to resolve security issues. * Stay current with emerging threats, vulnerabilities, and cybersecurity trends. * Associate or Bachelor's degree in Cybersecurity, Information Technology, Computer Science, or related field. * 1-2 years of experience in IT or cybersecurity (internships or academic projects are acceptable). * Security or other entry-level cybersecurity certifications. * Experience with scripting (Python, PowerShell) or log analysis. * Exposure to cloud security (AWS, Azure, GCP) is a plus. * A minimum of one(1) year resolving email compromise. * Basic understanding of networking concepts, operating systems, and security principles. * Familiarity with SIEM tools, firewalls, antivirus, and intrusion detection/prevention systems. * Strong analytical and problem-solving skills. * Excellent written and verbal communication skills. * Ability to work in a fast-paced, team-oriented environment. * Willingness to work cybersecurity incidents after business hours (on-call, if necessary)
    $54k-75k yearly est. 59d ago
  • BI Dashboard Analyst Level 1

    Apidel Technologies 4.1company rating

    Cincinnati, OH

    This role reports directly to the Senior Manager of Analytics and Asset Protection and supports reporting needs across all levelsof the organization. The team is seeking a candidate with strong experience inbuilding Power BI reports from the ground up, leveraging a variety of datasources such as databases, Excel, flat files, and other structured orunstructured formats. The ideal candidate will be highly proficient in writing DAX (Data Analysis Expressions), creating data relationships, and using Power Querywithin Power BI. Advanced SQL skills are also essential, including the abilityto write complex queries involving joins, nested logic, and recursivestatements. The team will provide onboarding support, including an overview ofcurrent reporting structures and data integration processes. In addition todeveloping new reports, the candidate will also be responsible for maintainingand enhancing existing Power BI reports. Must have skills and experience (1-3 years): Power BI - should be able to Develop reports from scratchand update and maintain existing Power BI Reports SQL - must be able to write complex queries MS Excel - must be proficient R - if they do not have experience with R, Python is ok Statistical analytical skills must be able to analyze,interpret, and explain data to various audiences Database knowledge - not just pulling data, but creatinglinks to data so that all metrics that they use are available Nice to have skills and experience: Python Alteryx Soft skills: Communication Will be talking with many different departments anddifferent levels of personnel (team leads, executive members, etc.) and must beable to communicate effectively and efficiently Team player Willing to help the rest of the team if their projecthappens to be slow Go-getter mindset Willing to think outside-the-box Must be able to work independently with minimal guidance Key Responsibilities Automate existing reporting methods to make data moreaccessible Work closely with the Analytics and Asset Protection teamin order to determine what reports are needed and how they can be modified Create links to data so that all metrics needed areavailable Utilize available technologies to re-engineer allreporting Note to Vendors Title: BI Dashboard Analyst - Level 1 Contract or Contract to Hire: Contract Duration: 1 year with possibility to extend Location: 100% remote, any US location, no travelrequired If in Cincinnati, they can work at the GO location ifthey choose - 1014 Vine Street, Cincinnati, OH 45202 Hours: EST business hours Bill Rate: Please submit at market rate for a level 1resource Team dynamic: Fast paced - will sometimes transition from one projectto another quickly, and will be working with all areas of the business(storefront, warehouse, etc.) Currently 2 contract Developers (adding a 3rd) and 1internal Team Lead Developer Pre-screen: 5 video questions, a game, and codingchallenge. Candidates should code in Python, R, or SQL, whichever they are mostcomfortable with.
    $47k-65k yearly est. 13d ago
  • Financial Professional - Team Sponsored Launch - Endeavor Financial Group

    Thrivent Financial 4.4company rating

    Van Wert, OH

    Our well established, high performing team is currently looking for a Support Advisor. This position provides support to Endeavor Financial Group's existing client base. This is an incredible opportunity for the right person to grow both professionally and financially. Become a key player on our value driven team. If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you! You will play a critical role in our client experience, so an out-going and service-oriented mindset is a must. Team Sponsored Launch provides stability of income while you work closely with our team receiving mentorship, coaching, training, and support. The Team Sponsored Launch program provides support from three months to three years. At the end of the program, you will become a commission only Financial Professional working alongside Endeavor Financial Group. Responsibilities: • Learn and understand the entire operation of Endeavor Financial Group • Participate in Joint Fieldwork with the advisors of Endeavor Financial Group to build expertise and learn best-practices within the industry • Meet with new and existing clients to build a book of business and grow relationships • Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts • Position products, services, and strategies to help clients gain financial clarity • Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc. • Participate in events to attract new clients and provide financial education to the local community • Finalize, submit, and track all client paperwork for account and application changes • Collaborate with Lead Advisor on complex scenarios • Schedule, prep, and document all your client meetings *Additional responsibilities may be assigned in accordance with business needs Characteristics: Our culture and people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. You could be a successful addition to our team if you are: • Self-motivated, independent, and driven to succeed with a strong growth mindset, yet collaborative and a team player • Motivated by helping others and relationship-oriented • A natural coach or guide with strong interpersonal skills • Passionate about living a life of generosity by serving others, not just selling products Compensation: $50,000 - $80,000 plus the opportunity for commissions Position Requirements: • Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65) • Life, Health, and Annuities registration required • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn • Ability to maintain integrity of sensitive/confidential information As part of Thrivent's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $50k-80k yearly Auto-Apply 60d+ ago
  • Financial Advisor

    Westpoint Financial Group 3.8company rating

    New Albany, OH

    Career Changers Wanted | Build Your Own Financial Advisory Practice Indianapolis, IN Commission-Based | $80,000-$110,000 at plan yearly You've built credibility. You're trusted in your community. You're driven, sharp, and ready for a career where you call the shots. At WestPoint Financial Group, we help professionals like you make the leap into financial advising-with autonomy, support, and a community that's got your back. Why Join WPFG? ✅ Non-captive model = freedom + flexibility ✅ 100+ advisors who made the switch (many mid-career) ✅ Real mentorship. Real growth. Real ownership. What You'll Do: Help people protect what matters and build long-term wealth Leverage your community relationships to grow your client base Build your business with the support of a proven team and infrastructure Stay at the forefront of financial planning and risk strategies What You Bring: A strong network and a reputation for being dependable High sense of urgency + drive for autonomy Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed) Four year degree preferred A desire to build something bigger-for your clients and yourself If you're looking for more freedom, more impact, and more growth-this could be your next move. Apply today or connect to learn more! #LI-WFG1 Return to WestPoint Financial Group
    $80k-110k yearly 60d+ ago
  • Finance Co-op - US - Fall 2026

    GE Aerospace 4.8company rating

    Evendale, OH

    SummaryAre you ready to see your future take flight? At GE Aerospace, we believe the world works better when it flies. We are a world-leading provider of jet engines, components, and integrated systems for commercial and military aircraft. We have a relentless dedication to the future of safe and more sustainable flight and believe in our talented people to make it happen.Job Description Job Summary: Our Financial Management Program (FMP) Internship is a ten-week early career development internship that will ignite your career growth and position you as an emerging finance and business leader at GE Aerospace. The internship assignments consist of projects across finance in our key focus areas, including Commercial Finance, Supply Chain Finance, and Financial Planning & Analysis. Internship/co-op opportunities provide experiences that will expand the knowledge base and demonstrate leadership ability. Finance co-ops/interns will receive ample opportunities to build the foundation for their finance careers. You'll build relationships with interns/co-ops and leaders through intern community events and grow through professional development and mentoring options. Essential Responsibilities: Complete 10-week project in one of GE's core finance competencies: Commercial Finance, Supply Chain Finance, and Financial Planning and Analysis Complete two courses focused around communication skills in business and data analysis tools to leverage in the workplace in parallel to your project Work alongside and present to senior leaders who will act as coaches and mentors on your assignments. Actively uphold GE's values by participating in our inclusive culture both inside the company and in the communities, we serve Willingness to relocate to headquarters in Cincinnati, Ohio Qualifications/Requirements: Graduation date on or before May/June 2028 Attending a full-time matriculated and nationally accredited bachelor program in Accounting, Finance, Business Administration, Economics, Operations Management, Data or business Analytics, or Mathematics Minimum 3.0 cumulative and in-major GPA off a 4.0 scale without rounding Eligibility Requirements: Any offer of employment is conditioned upon the successful completion of a background investigation and drug screen. Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. Desired Characteristics: Humble: respectful, receptive and agile, eager to learn Transparent: shares critical information, speaks with candor, contributes constructively Focused: puts safety first, prioritizes work with impact, continuously improves process Leadership ability: strong communicator & decision-maker Problem solver: analytical-minded, solves complex problems, aim for improvements Preferred: Understanding of business concepts/strategy; intern/coop experience in finance; business/accounting or analytical coursework; knowledge of Lean Methodology; multiple language skills; geographic mobility Benefits: Pay rates for this position begin at $18.25/hour and increase for each undergraduate year completed. Relocation support and housing assistance is available for those who relocate to a new city. Equal Opportunity Employer: GE offers a great work environment, professional development, challenging careers, and competitive compensation. GE is an Equal Opportunity Employer . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. This role requires access to U.S. export-controlled information. Therefore, employment will be contingent upon the ability to prove that you meet the status of a U.S. Person as one of the following: U.S. lawful permanent resident, U.S. Citizen, have been granted asylee or refugee status (i.e., a protected individual under the Immigration and Naturalization Act, 8 U.S.C. 1324b(a)(3)). Additional Information GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). Relocation Assistance Provided: Yes
    $18.3 hourly Auto-Apply 11d ago
  • Finance Account Analyst - Laboratory Operations

    Medpace 4.5company rating

    Cincinnati, OH

    Medpace is seeking experienced finance or accounting professionals to join the Account Management department. These individuals will partner with clients and Medpace Laboratory Operations to develop project financial budgets and new business proposals. Finance Account Analysts will work directly with clients to partner in strategic budget development to meet both their needs and those of Medpace. If you are ready to make a difference, you must be able to accomplish these tasks: Responsibilities * Development of fee estimates for requests for proposals (RFPs), budget revisions, and contract amendments for Medpace Laboratories; * Provides financial input for response to requests for information (RFIs), and ensures coordination of all information with other relevant Medpace personnel as required; * Understand existing customer or potential customer's business, pipeline, and opportunities in order to approach customer with confidence and knowledge; * Responsible for assuring that bid meets customer's expectations and specific requirements; * Have thorough knowledge of Medpace bid process; * Review proposal text assumptions to ensure the fee estimate and proposal text assumptions are consistent; * Communicates with Medpace customers regarding ongoing projects to ensure customer's expectations are being met; * Maintain and track ongoing performance of project against budget and notify internal and external clients when potential issues or changes are noted; * Review invoices and other financial reports prior to Sponsors receipt; * Build relationships within customer's organization in order to generate new business opportunities and to develop partnership atmosphere; * Generate and initiate processing of new contracts and monitor/report on changes in scope, milestone invoicing and/or contract modification to all ongoing contracts in coordination with other employees; * Maintain and modify company bid preparation template and boilerplate text to meet changing client needs or specific requirements; * May be responsible for other projects and responsibilities as assigned. Qualifications * Bachelor's Degree in Life Sciences or Finance/Accounting/Business; * 0-3 years of laboratory experience or in the conduct of clinical research and/or contract management/pricing; * Basic knowledge of medical terminology and a working knowledge of drug development services desired; * Excellent analytical, written and oral communication skills; and * Excellent computer skills, especially a strong knowledge of Microsoft Excel. 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.
    $52k-67k yearly est. Auto-Apply 13d 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
  • Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Canfield, OH

    Bank of America Corporation 4.7company rating

    Canfield, OH

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. We'll help you * Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. * Get training and one-on-one coaching from Academy managers who are invested in your success. * Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. * Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. * Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. * Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to * Unlimited potential for financial growth. * A strong referral base from across the business through our relationship with one in every two households. * Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. * Robust marketing support to reach wider audiences with greater appeal. * Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. * Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that * Believes in responsible growth and has a proven dedication to supporting the communities we serve. * Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. * Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world. * Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required Qualifications: * Displays confidence working in a sales role * Builds strong client relationships through effective communication and collaboration * Displays a proactive mindset and effective time management * Demonstrates a results-driven mindset and prioritizes client interests * Identifies appropriate client solutions through application of learnings and new information * Applies relevant regulatory due diligence in daily activities and creating long-term client strategies Desired Qualifications: * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience * Learns and adapts to new technology or applications * Executes multiple tasks simultaneously This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Shift: 1st shift (United States of America) Hours Per Week: 40
    $51k-84k yearly est. 34d ago
  • Pricing Analyst

    Summit Racing 3.9company rating

    Tallmadge, OH

    Keep Summit Racing Equipment competitive in the marketplace. Maintain company margins, stay at the front of retail pricing trends and communicate pricing issues throughout necessary departments. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned: Conduct pricing analysis for existing and new vendors to ensure Summit Racing Equipment is competitive while maintaining the highest margins that the marketplace will allow. Execute corporate pricing strategies. Adjust Retail prices on newly created products to be competitive. Maintain a database of vendor pricing policies and communicate policy issues throughout necessary departments within the company. Be aware of Summit Racing Equipment vendor pricing policies while maintaining market retail prices. Conduct competitive retail analysis, execute retail changes relating to vendor cost changes, and adapt as pricing strategy evolves. Maintain balance between sales, profit, and gross margin growth for the company. EDUCATION and/or EXPERIENCE A two-year college degree in Marketing, Advertising, or Business is preferred. Related experience, preferably in both consumer and B-to-B, with a track record of creative/forward thinking and analysis. Must be fluent in calculations of margin, gross profit and cost/sales relationship. Must be current on industry best practices. Project management experience, use of spreadsheets, i.e. Microsoft Office products. This is a hybrid position. 1st week of training is 100% on-site, then moves to a minimum of 2 days per week on-site after. The Team Member Experience: We work together to take care of our customers, our communities, and each other. When you join the team, you'll enjoy a positive, productive atmosphere where people truly believe in what they are doing. If you're passionate about providing the best experience possible to our customers and to your fellow team members, you're in the right place. If you are an individual with a disability and need assistance interacting with our career site, please contact us by calling ************** option 2 for Human Resources. Summit Racing Equipment and its entities provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
    $53k-73k yearly est. Auto-Apply 12d ago
  • Finance Manager

    Medality

    Cincinnati, OH

    Having just surpassed our 100th client, Medality is seeking our first full-time Finance Manager to own accounting, budgeting, financial planning and analysis for our team. This person will collaborate with the executive team to drive rapid growth across all areas of the business, including developing new products, scaling marketing & sales and entering new markets. This role is a fit for anyone with experience in both accounting and financial planning & analysis in a high-growth, software startup environment. If you love strategic planning, financial analysis, accounting and working in a team-environment to achieve ambitious goals, this role is for you. This is a role with the ability to make a huge impact, and has room for continued growth. We are a small, but mighty team with the shared goal of creating better outcomes across the healthcare industry. We've seen exponential growth over the past 18 months, and cannot wait to grow with you! Responsibilities Strategic Planning & Budgeting Manage annual budget process Own the operating model, long-term financial plans Collaborate with executive team to develop pro formas, evaluate strategic investments and actively manage department level budgets Analyze financial data to identify trends, opportunities, and areas for improvement Financial Management & Reporting Manage day-to-day accounting operations, including accounts payable, accounts receivable, general ledger, and payroll Monitor and maintain accurate financial records, ensuring compliance with relevant accounting standards and regulations Prepare monthly, quarterly, and annual financial statements and reports for internal and external stakeholders Capital strategy & cash management Preparing financial models for potential investors and funding round Assist in due diligence processes by providing requested financial information, supporting data analysis, and ensuring compliance with investor requirements Monitor cash flow and working capital requirements to optimize the allocation of resources Skills & Qualifications BA/BS degree in Accounting, Finance, or a related field; CPA certification preferred. Proven experience, 5+ years, in accounting with a track record of progressively increasing responsibility Experience in SaaS accounting, software a plus Excellent excel, financial modeling and problem solving skills Strong knowledge of accounting principles Proficiency in accounting software and ERP systems (e.g., QuickBooks, NetSuite). Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level Benefits & Perks Full Health and Dental 401k Match Short-term disability Opportunity to be part of a fast-growing software company with hundreds of customers and thousands of users worldwide. What makes someone a great fit at Medality? Kind, patient, positive, empathetic and adaptable to an ever-changing environment A go-getter and eager to take on customer challenges Strategic problem solver Strong sense of accountability Willing to roll up your sleeves and do whatever it takes to get the job done Self-motivated, a gifted self-manager, and have the mindset that no job is too small An entrepreneurial spirit who looks for new ways to contribute! To apply for this position please send resume along with answers to the following: Briefly share how your past experience makes you a great fit for this role Briefly describe what about this role or company caught your attention. Careers @ Medality Medality is on a mission to transform the way radiologists learn and thrive. We empower the very best physicians to share their knowledge with the world through online, highly interactive micro-learning activities. Our enterprise client list includes many of the most respected physician practices in the world, such as Mass General, Johns Hopkins, Strategic Radiology, and I-MED. Thousands of doctors in over 100 countries have utilized the MRI Online platform to advance their radiology practice. We are a fast-growing healthcare software company with an outstanding corporate culture, where we put customer success at the heart of everything we do. Medality is a premium online practice development platform that helps imaging practices and radiologists to expand their radiology expertise across all modalities, read a wide variety of cases, and become more accurate, confident, and efficient readers.
    $74k-106k yearly est. Auto-Apply 60d+ ago
  • Financial Analyst Intern (Summer 2026)

    Total Quality Logistics, Inc. 4.0company rating

    Cincinnati, OH

    Country USA State Ohio City Cincinnati Descriptions & requirements About the role: This internship is designed for rising seniors who want to apply classroom knowledge to real-world business challenges. You'll work alongside experienced finance professionals, contribute to meaningful projects, and develop skills that set you apart in the competitive job market. What's in it for you: * Paid internship at $15/hour * Grow your professional network and develop your skillset alongside industry experts * Immersion into TQL's award-winning culture through meet & greets, team events and more * Gain valuable real-world experience at a Certified Great Place to Work with 800+ lifetime workplace award wins What you'll be doing: * Assist in preparing monthly and quarterly financial reports for leadership * Support budgeting and forecasting processes by analyzing historical trends and business drivers * Help maintain and enhance financial models that guide strategic decisions * Collaborate with cross-functional teams to gather operational and financial data * Conduct ad-hoc analysis to support business initiatives and growth strategies * Run and design Access and SQL queries with the training and support of your team What you need: * Current student graduating between May 2027 - December 2028 * Pursuing a degree in Finance, Accounting, Economics, or related field * Strong analytical and problem-solving skills * Proficiency in Microsoft Excel; experience with financial modeling is a plus * Excellent attention to detail and organizational skills * Ability to work independently and in a team environment * Strong communication skills, both written and verbal Where you'll be: 4289 Ivy Pointe Blvd, Cincinnati, OH 45245 Employment visa sponsorship is unavailable for this position. Applicants requiring employment visa sponsorship now or in the future (e.g., F-1 STEM OPT, H-1B, TN, J1 etc.) will not be considered. About Us Total Quality Logistics (TQL) is one of the largest freight brokerage firms in the nation. TQL connects customers with truckload freight that needs to be moved with quality carriers who have the capacity to move it. As a company that operates 24/7/365, TQL manages work-life balance with sales support teams that assist with accounting, and after hours calls and specific needs. At TQL, the opportunities are endless which means that there is room for career advancement and the ability to write your own paycheck. What's your worth? Our open and transparent communication from management creates a successful work environment and custom career path for our employees. TQL is an industry-leader in the logistics industry with unlimited potential. Be a part of something big. Total Quality Logistics is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, genetic information, disability or protected veteran status. If you are unable to apply online due to a disability, contact recruiting at ****************** *
    $15 hourly 7d ago
  • Financial Professional

    TMM Financials

    Ohio

    - Provide financial guidance and advice to clients based on their individual needs and goals - Develop and maintain relationships with clients to understand their financial situation and objectives - Analyze financial information to determine suitable investment strategies and products - Assist clients in managing their financial portfolios and making informed investment decisions - Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' financial plans - Conduct regular reviews of clients' portfolios to ensure alignment with their goals and make adjustments as necessary - Participate in ongoing education and training program Experience - Previous experience in a financial services role preferred - Excellent communication skills, both verbal and written, to explain complex financial concepts to clients - Experience in retail sales or customer service is a plus The ideal candidate for this position will have excellent interpersonal and communication skills, have a passion for educating and helping others, and want to learn and grow professionally. We are looking for US citizens, who are willing to get licensed, who are professional and eager to build something for themselves and their clients. This position is commission based. If you are a motivated individual with a passion for finance and helping others achieve their financial goals, we would love to hear from you. Join our team as a Financial Professional and make a positive impact on the lives of our clients.
    $43k-80k yearly est. 60d+ ago
  • Automotive Finance Manager

    Don Wood Chrysler Dodge Jeep Ram

    Rockbridge, OH

    Job Description: Automotive Finance & Insurance (F&I) Manager Don Wood Automotive - Family Owned & Operated Don Wood Automotive is hiring an Automotive Finance & Insurance (F&I) Manager. This role is open to both experienced F&I managers and emerging finance professionals ready to operate at a higher level. Placement and compensation will align with experience and performance. This position plays a critical role in customer experience, compliance, and dealership profitability. What You'll Do Manage the full automotive F&I process from deal structure through funding Present vehicle financing and protection products clearly, ethically, and compliantly Work with a broad network of automotive lenders to secure competitive approvals Ensure all contracts, disclosures, and documentation meet federal, state, and lender requirements Maintain clean, accurate, audit-ready deal files with timely funding Partner with sales teams to improve deal quality and closing efficiency Stay current on automotive finance regulations, lender programs, and best practices Experience Levels We're Considering Experienced / Senior F&I Managers Proven track record in an automotive F&I role Strong PVR and product penetration performance Ability to operate independently with full ownership of results Clean compliance history and disciplined paperwork habits Emerging F&I Managers (Growth Track) Prior experience in automotive sales, finance, or F&I Strong understanding of deal structure, credit, and documentation Coachable, accountable, and motivated to grow into a senior role Willing to be measured on performance and compliance What We Expect Professional, pressure-free customer experience Zero tolerance for compliance shortcuts Accurate paperwork and strong attention to detail Comfort being measured on results and process Compensation & Opportunity Competitive, performance-based pay plan Compensation aligned with experience and results Long-term growth opportunities within Don Wood Automotive Stable ownership and clear expectations Job Requirement:Qualifications: Proven experience as an Automotive Finance Manager or in a related role within the automotive industry. Strong knowledge of vehicle financing, leasing, and insurance products. Excellent negotiation, communication, and interpersonal skills. Ability to work under pressure in a fast-paced environment. Exceptional attention to detail and organizational skills. Familiarity with dealership management systems and financial software. High school diploma required. Valid driver's license and a clean driving record. What We Offer: Competitive salary and commission structure. Health, dental, and vision insurance. 401(k) with company match. Paid time off and holidays. Opportunities for career growth and advancement. A dynamic and supportive work environment.
    $75k-109k yearly est. 4d ago

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