Treasury analyst full time jobs - 35 jobs

JobID: 210675536 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $110,000.00-$130,000.00 The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection. On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views. The team is seeking an analyst to associate-level analyst to assist in servicing clients and continued growth of the program. Specific Responsibilities * Construct analytics to ensure quick turnaround times for full-service requests across major channels. * Manage offshore channel analytics, escalating to specialists for client calls as needed. * Support program expansion into Canada by handling increased volume of full-service analytics. * Collate data from multiple sources and perform data manipulation for program-related content. * Assist team members with updating and producing timely intellectual capital content. * Distribute and discuss data-driven content across the organization, supporting program growth. * Respond to data requests and collaboration opportunities from other teams in a timely manner. * Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists. Preferred Qualifications * 3+ years' work experience, ideally involving client interaction. * Demonstrated record of academic and professional achievement. * Ability to work effectively within a highly motivated and hard-working team as well as on own initiative. * Strong communication skills (written and oral). * Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes. * Ability to interact with colleagues at all levels. * Ability to create & articulate compelling, thoughtful and creative presentation materials. * Accuracy and attention to detail is essential with strong analytical acumen. * Strong technical skills, including a proficiency in PowerPoint, Excel and Word. * High intellectual aptitude.

Are you ready to accelerate your career in mergers and acquisitions with a fast-paced, growth-oriented investment bank? At Copper Run, we're adding a full-time Buy-Side M&A Analyst at our Columbus headquarters to join a dedicated deal team in support of the execution of buy-side engagements across a wide range of industries. You'll work side-by-side with seasoned dealmakers, clients, and company leadership to help deliver outstanding outcomes in the middle market. This is more than just a back-office role-it's a front-row seat to the deal process, from sourcing through close.What We're Looking ForWe want someone who's: Driven to make an impact Organized and thrives on juggling multiple priorities Curious about businesses and transactions Comfortable communicating with CEOs, private equity firms, and everyone in between If you're someone who takes initiative, works well under pressure, and loves the thrill of chasing a deal, you'll fit right in.What You'll DoYou'll play a key role in supporting your deal team across all phases of the M&A lifecycle: Conduct market and industry research to support M&A strategy and explore potential acquisition targets Research and evaluate acquisition targets that fit within the scope of the client's acquisition strategy Conduct direct outreach including calls, emails, and mail to generate deal conversations with executives and senior leadership Input, maintain, and update target and prospect data within the CRM system to ensure accuracy and completeness Develop compelling marketing materials (letters, teasers, pitch decks etc.) Participate in introductory conversations with business owners and clients, capturing key details, needs, and goals Initiate, manage, and organize financial and organizational diligence items Analyze and interpret financial statements Respond to client and target inquiries with professionalism and urgency Assist in training and guiding interns What We Offer Competitive base salary based on experience Lucrative incentive bonus potential Comprehensive benefits package, including medical, dental, vision, 401(k), disability, and life insurance Flexible Time Off (FTO) to recharge when you need it Daily lunch provided (yes, every day) Casual-but-professional atmosphere where hard work and personality both matter Ongoing training and hands-on deal experience from day one What You Bring Bachelor's degree in finance, accounting, economics, or related field 1-3 years of M&A, consulting, public accounting, or finance experience Strong communication skills, including comfort with outbound calls High attention to detail and organizational ability Proficiency in Excel, PowerPoint, and Word (plus an eagerness to master new tools) Ability to prioritize, multitask, and work well under deadlines Strong team player mentality-collaborative and positive Must be authorized to work in the U.S. without sponsorship, now or in the future Ready to roll up your sleeves and help clients achieve extraordinary outcomes? Apply today and take the next big step in your M&A career at Copper Run. EEO STATEMENT (Equal Employment Opportunity) Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation.

Job Title: Senior Financial Analyst - Utilities O&M (Contract to Hire) Pay Rate: $60-$70/hour Work Schedule: Remote Mondays & Fridays; Onsite Tuesdays-Thursdays Contract Length: 1 Year (Strong possibility of extension or full-time conversion) Contract Type: W-2 Only (U.S. Citizens - No visa sponsorships) Position Summary We are seeking a Senior Financial Analyst with strong FP&A experience to support Operations & Maintenance (O&M) forecasting, budgeting, and variance analysis within the utilities industry. This role will play a critical part in the financial planning cycle, working closely with stakeholders across real estate, facilities, and operational functions. The analyst will support leadership with actionable insights, scenario modeling, and reporting to help drive efficient financial operations. This is a contract-to-hire role, ideal for professionals with strong experience in FP&A within utilities, energy, or infrastructure sectors. A background in real estate and facilities management is a strong plus. Key Responsibilities Lead financial planning, forecasting, and variance analysis for assigned utility O&M cost centers Partner with business units and operational leaders to gather inputs and support cost management Track actual vs. budgeted spend and provide monthly performance reporting with insights and recommendations Support development of multi-year financial plans and O&M investment strategies Prepare financial presentations and reports for executive leadership and planning committees Develop driver-based models to support scenario planning and cost optimization Identify process improvement opportunities in forecasting, tracking, and financial governance Assist with ad hoc analyses and special projects related to real estate, facility spend, and capital/O&M alignment Required Qualifications 5-8+ years of FP&A or financial analysis experience, preferably in utilities, energy, or infrastructure Hands-on experience with Operations & Maintenance (O&M) financial planning Proficient in Excel, financial modeling, and reporting tools (e.g., Power BI, SAP, Oracle, Hyperion, or similar) Strong analytical, problem-solving, and communication skills Experience working with operational leaders, engineers, or real estate teams on cost control Ability to explain financial insights to non-finance audiences and drive data-informed decisions Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred) Preferred Qualifications Experience supporting real estate and facilities financial operations Familiarity with utility industry regulations and cost recovery frameworks Experience with capital vs. O&M allocation, lease accounting, or asset lifecycle management Comfortable working in fast-paced, matrixed organizations and collaborating across finance and operations

Regulatory Financial Analyst (Securities Analyst 4) (260000GS) Organization: Public Utilities CommissionAgency Contact Name and Information: HUMAN RESOURCES - ContactJobsHR@puco.ohio.gov.Unposting Date: Feb 10, 2026, 4:59:00 AMPrimary Location: United States of America-OHIO-Franklin County-Columbus Compensation: 35.31 Commensurate with experience Schedule: Full-time Work Hours: 8:00-5:00 Flex AvailableClassified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: BusinessTechnical Skills: Accounting and FinanceProfessional Skills: Analyzation, Attention to Detail, Interpreting Data Agency Overview The Public Utilities Commissions of Ohio (PUCO) affect nearly every household in Ohio. The PUCO regulates providers of all types of utility services which includes electric and natural gas companies, local and long-distance telephone, water and wastewater, and rail and trucking companies. More recently, the PUCO gained responsibility for facilitating competitive utility choices for Ohio consumers.To carry out our responsibilities, the PUCO employs a professional staff that includes engineers, economists, attorneys, and safety inspectors. Continually monitoring the activities of utility and transportation companies, the PUCO works to ensure safe and reliable services for all Ohioans.Our mission is to assure all residential and business consumers access to adequate, safe and reliable utility services at fair prices, while facilitating an environment that provides competitive choices.Job DescriptionRegulatory Financial Analyst (Securities Analyst 4) Rates & Analysis Department Accounting & Finance Division Hourly Rate: $35.31 (commensurate with experience) About Rates and Analysis Department:The Rates and Analysis Department participate in federal and state programs and investigations regarding energy policy, delivery, and reliability; monitors and advises on utility conformance with prudent corporate oversight practices and procedures; monitors energy efficiency and portfolio compliance requirements; processes utility rate change requests and performs technical investigations. The department is comprised of accounting and finance, grid modernization and retail markets, and regulatory utility services divisions. What You'll Do:In this position as a Securities Analyst 4, your duties will consist of:Primarily serve as a cost of capital expert with responsibility to calculate and recommend cost of equity estimates as part of a rate of return study in rate case proceedings Responsible to review financing applications seeking PUCO authorization to issue both short- and long-term securities consisting of debt and/or equity Choose and apply appropriate financial methods and techniques of independent investigation of financial statements to determine a company's profitability and financial capabilities for ongoing operations Review corporate financial policy and practices, financial management, and budget process Monitor credit quality metrics and evaluate potential impacts of utility applications on financial condition and credit quality (e.g., debt issuances, rate cases, corporate restructuring, mergers, and acquisitions PUCO core hours of operation are Monday-Friday from 8:00am to 5:00pm, however, daily start/end times may vary based on operational need across PUCO departments. Most positions perform work on-site at the PUCO Central Office. The PUCO offers flextime work schedules that allow an employee to start the day as early as 6:00am or as late as 10:30am. Flex-time schedules are based on operational need and require supervisor approval. Salary Information: Unless required by legislation or union contract, starting salary is set at the lowest rate of the salary range. In most cases, successful employees will increase a step in the salary range within six months, with subsequent step increases occurring every year. In addition, the State of Ohio offers cost of living adjustments, longevity supplements after five years of public service, and wellness incentives. Report in location: 180 E. Broad St., Columbus, Ohio 43215, Franklin County.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes: Medical Coverage Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period Paid time off, including vacation, personal, sick leave and 11 paid holidays per year Childbirth, Adoption, and Foster Care leave Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more) Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation) *Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.Qualifications24 mos. exp. performing criminal investigations; 60 mos. trg. or 60 mos. exp. in state &/or federal laws & regulations & agency's policies & procedures governing investment securities & investment securities examining practices & in performing securities examinations; 1 course or 3 mos. exp. in public relations; 1 course in technical writing or 3 mos. exp. writing technical reports & correspondence; 1 course or 3 mos. exp. in general management principles/techniques; valid driver's license. -Or 24 mos. exp. examining financial records for firm, government agency or financial institution; 60 mos. trg. or 60 mos. exp. in state &/or federal laws & regulations & agency's policies & procedures governing investment securities & investment securities examining practices & in performing securities examinations; 1 course or 3 mos. exp. in public relations; 1 course or 3 mos. exp. in general management principles/techniques; valid driver's license. -Or completion of undergraduate core program in business administration (i.e., accounting or finance); 60 mos. trg. or 60 mos. exp. in state &/or federal laws & regulations & agency's policies & procedures governing investment securities & investment securities examining practices & performing securities examinations; 1 course in technical writing or 3 mos. exp. writing technical reports & correspondence; 1 course or 3 mos. exp. in public relations; 1 course or 3 mos. exp. in general management principles/techniques; valid driver's license. -Or 12 mos. exp. as Securities Analyst 3, 66613. -Or equivalent of Minimum Class Qualifications for Employment noted above. Job Skills: BusinessSupplemental InformationApplications must clearly indicate how the applicant meets the minimum qualifications for the position. All answers to the supplemental questions must be supported by information provided in the work experience and/or education sections on your civil service application. If you don't demonstrate how you meet minimum qualifications in the supplemental questions, your application may be disqualified from consideration. Please do not use "see resume or other documents" as assumptions will not be made. Selection devices, proficiency testing, and/or assessments may be used to determine if an applicant meets and is proficient in the minimum qualifications for this position. If you are applying for the same classification within a six-month period, your previous score from the selection instrument (interview, proficiency test, and/or assessment) may be carried forward for consideration. ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.

Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. *Team/ Role Paragraph:* The FP&A team is at the heart of Coinbase's strategic execution, translating our ambitious mission to unlock economic freedom into a sustainable financial reality. We ensure the company's resources are deployed effectively, providing the data-driven guidance that fuels our growth and powers the future of finance. We own the company's financial roadmap, from the annual operating plan and rolling forecasts to the in-depth business reviews that ensure we drive efficiency and make informed trade offs. We are seeking a Senior Finance & Strategy Analyst to be a critical member of the FP&A team supporting our Consumer business. In this role, you will be a key financial partner to Consumer leadership, taking ownership of the analysis that guides their operational expenditure (OpEx) planning. Your work will directly contribute to resource allocation, efficiency, and sound strategic decisions as we scale. *What You'll Be Doing:* * *Manage end-to-end financial deliverables:* Take ownership of the forecasting, reporting, and analysis for your business partners, ensuring deadlines and deliverables for the annual budget and monthly planning are met with precision. * *Uncover Actionable Insights:* Proactively dive into financial and operational data to identify trends, anomalies, and opportunities. We're looking for someone who won't wait to be asked, but who actively seeks out the "why" behind the numbers. * *Serve as a Key Financial Partner:* Build strong working relationships with partners. Prepare and present your analysis during business reviews, translating complex data into clear recommendations. * *Ensure Financial Accuracy:* Own the month-end close process for your areas, conducting detailed variance analysis and working with the Accounting team to maintain the integrity of our financial data. * *Build and Own Financial Models:* Develop, maintain, and own the financial models that drive analysis into financial risks and opportunities. *What We Look For In You (L5):* * *A Passion for Financial Analysis:* You have a genuine interest in operational efficiency and a drive to use data to understand and influence business performance. * *Proactive and Curious Mindset:* You are a self-starter with a strong work ethic, who is not afraid to dig deep into data and ask challenging questions. * *Meticulous Attention to Detail:* You are highly organized, committed to accuracy, and take pride in delivering precise and reliable work you can stand behind. * *Strong Collaborative Skills:* You are an excellent teammate who can build positive relationships and communicate effectively with partners across the organization. * *Analytical Foundation:* 4-8+ years of relevant experience managing OpEx in corporate finance, FP&A, strategic finance, or a related analytical field with strong financial modeling skills. * *A forward-thinking mindset* with a demonstrated ability to identify and address process inefficiencies including leveraging automation or AI *Nice to Haves:* * Experience in a high-growth tech environment, FinTech, or financial services. * Proficiency with financial software (e.g., Anaplan, NetSuite) and data visualization tools (e.g., Looker, Tableau). * SQL skills for querying and analyzing large datasets. Job #: P74834 *Pay Transparency Notice*: Depending on your work location, the target annual *base *salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility + benefits (including medical, dental, vision and 401(k)). Base salary range shown. Total compensation also includes equity and bonus eligibility and benefits: $130,900-$154,000 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations*********************************** *Global Data Privacy Notice for Job Candidates and Applicants* Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required. *AI Disclosure* For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description. For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. *The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com

Job ID 249346 Posted 01-Dec-2025 Service line GWS Segment Role type Full-time Areas of Interest Accounting/Finance **About the Role:** As a CBRE Finance Analyst, you will apply basic cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports as related to the WPE segment of the Amex Account They are responsible for maintaining accounting, financial, and reporting policies and controls. **What You'll Do:** + Complete accounting transactions in preparation of client financial statement packages. + Compose and post journal entries and ensure that all expenses, receipts, owner's distributions, funding requests, and other transactions for the accounting period have been accurately posted. + Use aggregate data from multiple sources to generate reports. + Generate financial packages for accuracy and comprehensive reporting. + Review the accuracy of information provided and address demands from management and vendors. + Understand and work with scenario planning (exit/maintain/grow) tools/models, while analyzing trends in general business conditions. + Respond to and resolve issues and requests from management teams and clients regarding various bookkeeping matters and reports. + Research open accounting issues and recognize potential issues and conflicts so corrective action can intercept and minimize issues. + Use existing procedures to tackle standard problems. + Lead by example and model behaviors that are consistent with CBRE RISE values. + Impact the quality of own work. + Work within standardized procedures and practices to achieve objectives and meet deadlines. + Exchange straightforward information, ask questions, and check for understanding. **What You'll Need:** + Bachelor's Degree preferred with 2-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. + Understanding existing procedures and standards to solve slightly complex problems. + Ability to analyze possible solutions using technical experience to apply appropriate judgment and precedents. + **_In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. is a "must have"._** + Strong organizational skills with an inquisitive mindset. + Advanced math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations. **Why CBRE?** We value a culture of respect, integrity, service and excellence that crafts our approach to every opportunity! We are guided by the needs of the cities we inhabit, the communities we build, and the world we thrive in. Competitive pay and benefits including Medical, Dental, Vision, PTO, 401k, and more that start 1st of the month. Internal advancement available after 6-month mark. FORTUNE Most Admired Company #1 in real estate for third consecutive year; Ten years in a row on the list. Forbes Named one of the best large employers in America and one of the World's Best Employers! **Disclaimers** Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. **Florida Residents and Remote Applicants** : CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum annual salary for the **Sr. Finance Analyst** position is $80,000, and the max salary is $85,000. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance. **Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada). CBRE GWS CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies. Find out more (******************************************************************************* CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

**Become a part of our caring community and help us put health first** The Financial Reporting Professional 2 prepares and distributes periodic financial statements. The role requires data driven technical skills to support process improvement. The Financial Reporting Professional 2 work assignments are varied and frequently require interpretation and independent determination of the appropriate courses of action. This role is suited for a technically capable reporting professional who can work directly with data, understand end to end reporting flows, and exercise sound judgement within established accounting and organizational guidelines to deliver accurate and timely financial information. Individual will own assigned reporting processes and schedules within the financial reporting team with accountability for data readiness, documentation and adherence to filing requirements/timelines. The individual will partner with finance, accounting and engineering teams on broader automation and efficiency initiatives. The role requires the ability to implement basic technical solutions including revising SQL queries and modifying lightweight automation solutions. Advanced system development is NOT required **Key responsibilities** + Contribute to light automation and workflow improvements while partnering with technical resources for more complex development. + Maintain reporting calendars and filing schedules for regulatory submissions. + Coordination with Compliance to ensure deadlines are tracked and met across multiple states and programs + Support financial and regulatory reporting through accurate execution of reporting process + Post journal entries and perform data reconciliations across source systems and the general ledger + Load, validate and maintain reporting data tables + Operate as business owner for existing tools including coordination of inputs, validation of outputs, and design changes + Ensure compliance with internal controls and regulatory requirements + Analyze data flows and identify opportunities to improve accuracy, efficiency and automation + Collaborate with cross functional partners on finance and accounting initiative + Write and modify basic SQL queries and support data validation and troubleshooting **Use your skills to make an impact** **Required Qualifications** + Undergraduate degree with emphasis in Finance, Accounting, Data Analytics or related field + 3 years of experience in accounting/finance department + Basic understanding of SQL and Microsoft Power Platform + Intermediate Excel + Strong analytical and problem-solving capabilities + Experience supporting or improving financial reporting processes + Working knowledge of general ledger and financial statement preparation + Ability to work independently and exercise sound professional judgment **Preferred Qualifications:** + Healthcare insurance experience, including CMS and MLR ( **Medical Loss Ratio)** reporting requirements + Experience building apps on Microsoft Power Platform (Power BI, Power Apps, Power Automate, SharePoint) + Advanced SQL and/or VBA Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required. **Scheduled Weekly Hours** 40 **Pay Range** The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc. $71,100 - $97,800 per year This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance. **Description of Benefits** Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities. Application Deadline: 01-29-2026 **About us** Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large. **Equal Opportunity Employer** It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment. Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our ***************************************************************************

We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger - helping to simplify health care one person, one family and one community at a time. Position SummaryThe Rebate Engagement team is an exciting and dynamic new team being formed to address a current knowledge gap between the client and rebate/financial and reporting operations. This team is a client facing group of individuals who work with internal Account Team and rebate/financial/reporting operations team partners to manage client contractual obligations. Team members are responsible for the management and oversight of all client contracted rebate reporting, payment, and reconciliation deliverables (client invoicing, service warranty) as well as client financial projects, initiatives and other financial matters related to the client contract. The role requires someone who can drive issues to resolution while effectively collaborating with key internal and external stakeholders to deliver high quality and predictable outcomes. You will be a facilitator, not an operator, so project/issue management skills will be key to your success in this role. GENERAL RESPONSIBILITIESPartner with internal cross-functional areas such as Sales, Finance, Trade and Reporting to ensure all client requirements are met and supported Review and analysis of reporting to identify trends and opportunities, plus quality inspection prior to client delivery Solve for opportunities identified through trend analysis - process improvement / strategic projects Independently manage client issues and projects with little involvement from leadership Triage of Finance specific Aunt Team requests Support multiple complex client escalations and projects- requiring "outside of the box" solutions and ideas Conduct "lessons learned" and feedback meetings post resolution of issues to improve processes for the future, including FOX and CSX support PROJECT MANAGEMENT RESPONSIBILITIESCreate and maintain issue and project tracking support tools as needed (Milestone Report/CRAID/Agendas/etc. ) Partner with cross-functional partners to align on client and project expectations Escalate appropriately when support is needed or risk is identified, linear and/or cross-functional escalation Send weekly meeting agenda and meeting notes 24hrs prior and after meeting takes place Regular summary updates to Finance leadership SOFT SKILLS NEEDED TO BE SUCCESSFUL IN ROLEExcellent verbal and written communication skills - transparent and trustworthy Strong relationship building skills - approachable and consultative Ability to flex communication approach based on client/partner style (friendly approach vs. direct approach) Resilient and tenacious / DecisiveAttention to detail / Time management Client centric / Curious mindset Self-motivated and proactive (vs. reactive) Strong critical thinking skills Your success will be measured by reduction in client escalations and Client/Account Team feedback. Client satisfaction is also paramount to your success. This position affords you the opportunity to gain visibility to senior leadership through regular updates on client initiatives and progress with the account. The contributions you will make as part of the Rebate Engagement team will position CVS Health as a leader in client satisfaction and service in the PBM marketplace. Required Qualifications2+ years of professional experience in PBM/healthcare operational and/or financial role(s)2+ years of experience performing in-depth research, investigation, analysis, and/or ad-hoc reporting Experience in Microsoft Office, particularly Excel (must know how to do VLOOKUPS and pivot tables) Preferred QualificationsPrior experience in client-facing role Demonstrated project management experience Advanced Microsoft Excel skillset including pivot-tables, advanced formulas, and maneuvering data sets Prior Salesforce use EducationBachelor's Degree or Equivalent Experience RequiredAnticipated Weekly Hours40Time TypeFull time Pay RangeThe typical pay range for this role is:$46,988. 00 - $122,400. 00This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong. Great benefits for great people We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan. No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility. For more information, visit ************* cvshealth. com/us/en/benefits We anticipate the application window for this opening will close on: 01/31/2026Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

Tosoh America is a dynamic holding company with a growing corporate culture that provides centralized services for Tosoh Group companies in North America and beyond. In addition to integrating the corporate activities of its subsidiaries, this regional headquarters is working to expand Tosoh's business lines and operational capabilities within North America. For more information, please visit us at ****************************** Position Charter The Senior Financial Analyst plays a pivotal role in driving financial insight, operational clarity, and strategic decision-making. This position blends advanced financial modeling with cross-border communication, requiring someone who can interpret complex data, support executive leadership, and collaborate effectively with finance teams both domestically and abroad. This position is classified as full-time and exempt under the Fair Labor Standards Act (FLSA). Reporting Relationships The Senior Financial Analyst reports to the Senior Manager, Financial Reporting and Analysis. Major Duties and Responsibilities • Financial planning and forecasting: Lead annual budgeting, quarterly forecasting, and long-range planning processes. • Management reporting: Prepare monthly and quarterly financial analysis packages for U.S. leadership and the Japan parent company, ensuring accuracy, clarity, and adherence to global reporting standards. • Variance and performance analysis: Analyze financial results, identify trends, and provide actionable insights to improve profitability and operational efficiency. • Cross-border collaboration: Coordinate with finance teams in Europe and Asia to align reporting timelines, analysis models, and corporate expectations. • Financial modeling: Build and maintain models for scenario planning, pricing, capital investments, and business cases. • Business partnership: Work closely with operations, sales, supply chain, IT, Development and HR to support strategic initiatives and improve financial outcomes. • Process improvement: Identify opportunities to streamline reporting, automate workflows, and enhance data accuracy. Education and Experience • Bachelor's degree in Finance, Accounting, Economics, or related field. • Minimum of 5 years of progressive financial analysis experience, ideally within a manufacturing environment. Skills and Qualifications • Strong dedicated experience within financial modeling utilizing Microsoft Excel and other Business Intelligence (BI) skills and software. • Experience working with global or Japanese parent companies is highly valued. • Knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and familiarity with International Financial Reporting Standards (IFRS) or Japanese reporting norms is a plus. • Excellent communication skills, including the ability to present complex information to non-financial stakeholders. • Ability to work across time zones and manage deadlines in a global reporting cycle. • Detail-oriented mindset with strategic thinking capability. • Demonstrated ability to navigate cultural differences and adapt communication strategies effectively within diverse, international corporate environments. • Proactive problem-solver who thrives in a fast-paced, evolving business. Physical Requirements This is primarily a sedentary job that requires: • Mobility & Posture: Ability to remain in a stationary position (sitting or standing) for prolonged periods, with occasional movement within the office to access files, equipment, or attend meetings. • Manual Dexterity: Frequent use of hands and fingers for typing, writing, operating office equipment (e.g., computer, phone, copier, scanner). • Vision: Ability to read printed materials and view information on a computer screen for extended periods, with or without corrective lenses. • Hearing & Speech: Ability to hear and respond to verbal communication in person and via telephone or virtual platforms; clear speech for effective communication. • Environmental Conditions: Work is performed in a climate-controlled office environment with moderate noise levels from office equipment and conversations. • Lifting & Carrying: Ability to lift, carry, and move office supplies or equipment weighing up to 20 lbs. occasionally. • Reaching & Bending: Occasional reaching above shoulder level, bending, or stooping to retrieve or store materials. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. This includes modifications to physical requirements. Tosoh America is an Equal Opportunity Employer M/F/Disabled/Veterans

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! This position will have responsibility for performing day-to-day operational activities of the Warehouse Financing business and its clients. Customer relations focus with SitusAMC business partners and their clients. Essential Job Functions: + Manage and monitor the day-to-day execution of client and lending partner needs, including uploading data tapes, determining loan eligibility, identifying errors, execution of fundings, margin calls, servicing updates and loan settlements, + Provide direct operational support with the use of technical and operational solutions for external clients and lending partners + Develop and maintain relationships with clients and their lending partners. + Create, participate, and provide feedback in prospective client presentations + Performing tasks and reporting related to warehouse financing in ProMerit + Professional and timely communication with clients via conference calls, zooms and email + Coordinate meetings, send out meeting planners and take notes on calls + Analyze and process client requests in a timely manner and meet deadlines + Recommend process improvements to streamline operations and enhance efficiency + Liaise with offshore resources to ensure seamless coverage of all client requirements + Collaborate with marketing team to prepare materials for external distribution + Support ad-hoc projects and other activities as may be assigned by your manager Qualifications/ Requirements: + Bachelor's degree or equivalent from four-year College or technical school or equivalent combination of education and experience + Entry level professional with 0-2 years of industry and/or relevant experience, typically at an Analyst level role or external equivalent. + 2 plus years related industry experience and/or training preferred, highly regulated + Knowledge of the Warehouse Financing Solutions line of business; including use and support of the ProMerit technology platform, warehouse financing operational activities, client services, presentation skills & ability to take on other strategic initiatives + Familiarity with residential and commercial mortgage warehouse facility structure through business term sheet interpretation + Proficient skills and working knowledge in MS Excel (e.g. calculations, vlookup, pivot tables, etc.) PowerPoint, Word, WLS and ProMerit, ADO + Self-motivated, adapts to changes in the work environment, manages time with competing demands, able to deal with frequent change, delays, or unexpected events + Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops creative or alternative solutions; demonstrates attention to detail; works well in group problem solving situations; uses reason even when dealing with emotional topics + Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; ability to think critically; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively; adapts to new technologies + Effectively expresses ideas and thoughts verbally and in written form; exhibits good listening and comprehension; communicates changes and progress; keeps others adequately informed; selects and uses appropriate communication methods; manages difficult or emotional situations + Ability to work in a highly regulated industry with adherence to internal and external compliance requirements related to AML, funds transfer policies, client confidentiality and data security. \#LI-MS1 #LI-REMOTE Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $50,000.00 - $80,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision (****************************************************************************************************** SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal (***********************************************************************************************

RESPONSIBILITIES Administer assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRA's, custodial depositories, retirement plans, etc. Identify opportunities to grow existing relationships and develop new business including responsibility for cross-selling other bank services Ensure compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and procedures Collect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial products Respond in a timely manner to trust related and banking issues Coordinate and organize workflow, establish project schedules, review client accounts, and determine timeline of special projects Assist in facilitating (developing content, scheduling, etc.) internal education programs regarding trust product and services Participate individually in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks Deliver a consistent, high level of service within our Serving More standards Other duties as assigned COMPETENCIES Interpersonal/Customer Service Skills Written and Verbal Communication Ability to understand and follow directions Adaptable to change Basic Computer Skills Organizational Skills/Detail Oriented Able to Multi-Task or Juggle Priorities Ability to build collaborative relationships Ability to work as part of a team EDUCATION - CERTIFICATIONS - WORK EXPERIENCE Bachelor's degree in business or equivalent combination of education and work experience required 2-4 years related work experience required SCHEDULE Typical office hours are Monday through Friday 8am to 5pm. This position is exempt and full-time. A minimum 40 hours is required per week. A flexible work arrangement may be available for this position. Candidate must live within 50 miles of Columbus, Ohio. Please speak to the hiring manager for more information.

Financial Analyst (260000NS) Organization: Department of Children and YouthAgency Contact Name and Information: ******************************************* Unposting Date: Feb 2, 2026, 4:59:00 AMWork Location: Children&Youth N. High Complex 246 North High Street Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: $25.77 per hour Schedule: Full-time Work Hours: 8:00 AM - 5:00 PMClassified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: Accounting and FinanceTechnical Skills: Accounting and FinanceProfessional Skills: Attention to Detail Agency OverviewAbout us Our mission is to promote positive, lifelong outcomes for Ohio youth through early intervention, quality education, and family support programs. At DCY, we offer our employees a rewarding work experience in public service helping Ohioans achieve a sustainable lifestyle that includes generous benefit options and a flexible work life balance making our agency a great place to work! To learn more about DCY, please visit our website at Department of Children and Youth | Ohio.gov. Location Requirements DCY's core hours of operation are Mon-Fri from 8:00am to 5:00pm, however, daily start/end times may vary based on operational need across DCY divisions. Employees may begin as early as 7:00am & as late as 9:00am, based on supervisory approval. This position performs work on-site daily at DCY's office space. Job DescriptionIn this role, you'll support the agency's financial operations by reviewing, processing, and tracking accounting and purchasing transactions in the Ohio Administrative Knowledge System (OAKS). Your work helps ensure agency funds are spent correctly, coded accurately, and in compliance with state and federal rules.What You'll Do Day to DayReview and analyze accounting records, financial statements, and other financial reports to ensure accuracy, completeness, and compliance with reporting and procedural standards.Examine transactions before they are entered into OAKS, including purchase orders, requisitions, commitments, vouchers, and payment card transactions.Encumber funds for agency expenses and track expenditures by the appropriate fund, program, or area.Review purchasing and accounting documents submitted by agency staff to confirm all required information and approvals are included.Ensure required purchasing documentation (such as applicable government purchasing requirements) is accurate and complete.Determine the correct accounting codes for spending requests based on the relationship of the purchase to agency programs and funding sources, including federal funding (FFP).Review contracts (e.g., personal service, maintenance, and subsidy contracts) to ensure they comply with DCY, Office of Budget and Management (OBM), and federal rules and regulations.Monitor open purchase orders, review monthly activity, prepare monthly balance reports, and advise when balances should be released or adjusted.Review and process changes to purchase order coding as needed.Payment & Transaction ProcessingProcess, review, and record expenditure transactions in OAKS.Investigate rejected payment card transactions, identify issues, make corrections, and reprocess payments.Compare payment card transactions in OAKS to supporting documentation to ensure accuracy.Review daily payment card activity for compliance and correctness.Check account balances and work with fiscal staff to resolve transaction rejections related to chartfield or coding issues.Collaboration & CommunicationWork closely with program staff, purchasing staff, cash management, OBM, DAS, vendors, and payment cardholders to resolve issues and ensure timely payment processing.Respond to inquiries regarding the status of encumbrances, purchase orders, and payments.Assist in resolving problems with encumbering documents, vouchers, and other financial records.Records ManagementMaintain vendor documentation in OAKS for payment processing.Maintain contract files and supporting documentation for audit and compliance purposes.Review hard-copy and electronic files to locate missing or incomplete coding information when needed.Pay InformationUnless required by legislation or union contract, starting salary will be step 1 of the salary range associated with this position. New hires advance to the next step in the range after 6 months and annually thereafter. Based on collective bargaining and legislative activity, there may be cost of living increases awarded annually. Additional longevity supplements begin after 5 years. The current wage progression for this position is in the table below.Months of EmploymentAt Hire6 months18 months30 months42 months54 Months 66 Months Pay RangeOCSEA/ 30Step 1Step 2Step 3Step 4Step 5Step 6 Step 7 Hourly$25.77$26.76$27.92$29.22$30.55$31.88$33.52 Annual$53,602$55,661$58,074$60,778$63,544$66,310$69,722 Background Check InformationThe final candidate selected for the position will be required to undergo a criminal background check. Criminal convictions do not necessarily preclude an applicant from consideration for a position. An individual assessment of an applicant's prior criminal convictions will be made before excluding an applicant from consideration.Status of posted positions You can check the status of your application online be signing into your profile and clicking the “My Jobpage” tab to view completed submissions and submission details. If you have questions other than your applications status, please direct them to ************************************************ Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes: Medical Coverage Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period Paid time off, including vacation, personal, sick leave and 11 paid holidays per year Childbirth, Adoption, and Foster Care leave Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more) Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation) *Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.Qualifications30 mos. exp. or 30 mos. trg. in accounting &/or finance to include an intermediate level of experience in spreadsheet software. -Or completion of undergraduate core program in business administration, accounting, finance or related field; 6 mos. exp. or 6 mos. trg. in accounting &/or finance to include an intermediate level of experience in spreadsheet software. -Or 12 mos. exp. as Financial Associate, 66561. -Or equivalent of Minimum Class Qualifications for Employment noted above. NOTE: Successful completion of the Fiscal Academy may be substituted for 4 mos. of required accounting/fiscal experience referenced in this portion of the minimum qualifications. Supplemental InformationAll answers to the supplemental questions must be supported by the work experience/education provided on your civil service application. Attachments will not be considered as part of your application.Selection devices such as a structured interview, proficiency instrument, and/or assessment may be required for this position. Applicants must demonstrate proficiency with a passing score of applicable selection device to be considered for this position. Regardless of a passing or failing score, all results will be maintained for 6 months. Applicant with a passing score will be retained and utilized for a 6-month period. Applicant with a failing score in the same position may not re-take the same selection device for a 6-month period.Travel required, as needed. Must provide own transportation or in order to operate a state vehicle, you must have a valid driver's license.ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.

The Financial Administration Senior Analyst, Assistant Vice-President ("AVP") oversees the analysis, monitoring, and implementation of expense budgets as well as ensures timely payment of fund expenses. Additionally, AVPs coordinate and review the monthly and annual excise distribution processes, along with other reporting such as Total Returns, Board reporting and year-end tax reporting requirements. The AVP collaborates with other members of Financial Administration to support the review of monthly, semi-annual and annual reports for investment companies in accordance with U.S. Generally Accepted Accounting Principles ("GAAP") and Securities and Exchange Commission ("SEC") requirements as they relate to core functions previously mentioned. + Are the primary contact for clients; respond proactively to internal and external client inquiries + Are responsible for timely and accurate expense budgeting and payments + Coordinates and reviews the monthly and annual excise distribution process + Oversee monthly and quarterly client reporting (e.g. Total Returns and preparation of Board reports) + Coordinates fund year-end reporting (e.g. 1099-NEC and ICI Reporting) + Support the preparation and review of financial statements and SEC filings (e.g. N-PORT, N-MFP, N-CSR, N-CEN and 24F-2, N-1A etc.) + Demonstrate an advanced understanding of investment types, mutual funds, ETFs and financial markets + Lead training sessions to increase the team's knowledge + Identifies and/or implements process improvements to reduce risk and improve efficiency + Manage client projects and initiatives + Participates in department committees and other initiatives **Qualifications** Job Specifications: + Bachelor's Degree in Accounting, Finance, or business-related area or equivalent work experience + 5-7 years accounting or reporting experience in the registered investment company or financial services industry + Prior team lead or supervisory experience preferred + Experience with FIS InvestOne fund accounting platform, including MBOR and OLE functionality, is a plus + Experience with Confluence Unity platform, including Publishing and Workbook functionality, is a plus + Advanced experience working with Microsoft Office applications required, specifically Excel Ability to demonstrate the following attributes consistently: + Excellent attention to detail, a sense of urgency for deadlines, and solid organizational skills + Excellent written and verbal communication skills and interpersonal skills to foster client and internal relationships + Oversee the completion of daily workflow in accordance to internal controls and procedures + Proactively balance team resources and workflow requirements + Willingness to work outside of normal work hours when necessary, particularly during peak production cycles + Conduct monthly coaching/feedback sessions with direct staff + Escalate issues timely and appropriately to senior management + Develop/deliver executive summary reporting to senior management and clients + Oversee projects effectively + Motivated to continuous self-improvement + Ability to promote a positive working environment and influence others to embody the Citi Culture **Benefits** + Competitive industry salary + Family medical, dental and vision insurance + Variety of flex spending accounts + Short- and long-term disability coverage + Retirement Account (401k) with generous employer match + Paid vacation, sick time and paid holidays + Generous maternity and paternity leave (after 1 year of employment) + Tuition reimbursement + Wellness program ------------------------------------------------------ **Job Family Group:** Operations - Transaction Services ------------------------------------------------------ **Job Family:** Fund Accounting ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Columbus Ohio United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $81,600.00 - $122,400.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 20, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

About us KnitWell Group, a specialty retail operating company, comprises some of the most iconic brands in America - Ann Taylor, Chico's, Haven Well Within, Lane Bryant, LOFT, Soma, Talbots, White House Black Market. Individually, our brands are unique and strong. Together, we are powerful. Our common thread is our commitment to create exceptional products, provide memorable experiences, and achieve superior results. Our associates are innovators who thrive through collaboration and are dedicated to excellence. At the heart of it all are the customers we serve. We are dedicated to creating fashion that not only looks good but also makes our customers feel good. KnitWell Group - 2026 Summer Internship Program Transportation Analyst Intern - KnitWell Group Internship Details Provide and present data-based analysis Develop and implement data collection systems and data analytic strategies Acquire, validate and standardize data from primary and secondary data sources Identify, analyze and interpret trends or patterns in complex data sets using statistical techniques Develop Transportation-related Key Performance Indicators (KPIs) and metrics to drive business change Identify capabilities and processes that drive continuous improvement Perform required key analysis across various functions of the Supply Chain Leverage, produce, and provide predictive operational analysis from internal and external data sources for use in decision making Assist in driving strategy and execution of major enterprise-wide analytics projects Create and develop reporting required for programs and projects, supporting supply chain business development and related initiatives Conduct full analysis life cycle including requirements gathering, activities and design Position Qualifications Display natural curiosity and a problem-solving mentality Independently exercise critical thinking, sound analytical judgment and insight development Demonstrated ability to collaborate and work cooperatively in a team-based environment Ability to work with large data sets General understanding of financial concepts Proficient in Microsoft Office Excellent oral/written communication skills Strong attention to detail Ability to prioritize/multi-task while providing accurate/on-time results Retail/Logistics experience is a plus Program Details The KnitWell Group Summer Internship Program welcomes the classes of 2026 and 2027 college students to work with several of our brands (Ann Taylor, Haven Well Within, LOFT, Talbots) and Corporate Shared Services to kick-start their career in retail. This immersive experience offers interns the opportunity to work hands-on with their department for 10-weeks and receive professional development opportunities including executive chats, professional workshops, store visits, etc., and participation in a collaborative team project. The pay rate for the position is $20.00/hr. This internship position will be based out of our Distribution Center location in Etna, OH. KnitWell Group does not offer housing near any of our corporate office locations. Participating students must have the ability to independently secure and finance housing in a commutable distance of the office location. Applicants to this position must be authorized to work for any employer in the US without sponsorship now or in the future. We are not providing sponsorship for this position. Applicant Requirements Junior or senior (Class of 2026 and 2027) Master's students not eligible Resume and portfolio (portfolios only needed for Design Applications) Available June 1, 2026 - August 7, 2026 Location:Ascena Corp ETNA-ascena-Pataskala, OH 43062Position Type:Intern (Fixed Term)/Full time Equal Employment Opportunity The Company is an equal opportunity employer and welcomes applications from diverse candidates. Hiring decisions are based upon a candidate's qualifications as they relate to the requirements of the position under consideration and are made without regard to sex (including pregnancy), race, color, national origin, religion, age, disability, genetic information, military status, sexual orientation, gender identity, or any other category protected by applicable law. The Company is committed to providing reasonable accommodations for job applicants with disabilities. If you require an accommodation to perform the essential duties of the position you are seeking or to participate in the application process, please contact my ***************************. The Company will make reasonable accommodations for otherwise qualified applicants or employees, unless such accommodations would impose an undue hardship on the operations of the Company's business. The Company will not revoke or alter a job offer based on an applicant's request for reasonable accommodation.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management, you will be based in Louisville, KY. PNC Wealth Advisors deliver tailored advice and strategic planning designed to help clients achieve their savings, investment, and retirement goals. As part of your support team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client's unique needs and aspirations. We take a comprehensive, holistic, and strategic approach, ensuring that the interests of all parties remain seamlessly aligned. Our offering includes a robust suite of financial products, dedicated administrative support, and cutting-edge technology built to elevate your practice and empower your success. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. * Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. * Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. * Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. * Regularly meets with internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management Competencies Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling. Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required. Pay Transparency Base Salary: $75,000.00 - $125,000.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 12/10/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Job DescriptionAre you ready to accelerate your career in mergers and acquisitions with a fast-paced, growth-oriented investment bank? At Copper Run, we're adding a full-time Buy-Side M&A Analyst at our Columbus headquarters to join a dedicated deal team in support of the execution of buy-side engagements across a wide range of industries. You'll work side-by-side with seasoned dealmakers, clients, and company leadership to help deliver outstanding outcomes in the middle market. This is more than just a back-office role-it's a front-row seat to the deal process, from sourcing through close.What We're Looking ForWe want someone who's: Driven to make an impact Organized and thrives on juggling multiple priorities Curious about businesses and transactions Comfortable communicating with CEOs, private equity firms, and everyone in between If you're someone who takes initiative, works well under pressure, and loves the thrill of chasing a deal, you'll fit right in.What You'll DoYou'll play a key role in supporting your deal team across all phases of the M&A lifecycle: Conduct market and industry research to support M&A strategy and explore potential acquisition targets Research and evaluate acquisition targets that fit within the scope of the client's acquisition strategy Conduct direct outreach including calls, emails, and mail to generate deal conversations with executives and senior leadership Input, maintain, and update target and prospect data within the CRM system to ensure accuracy and completeness Develop compelling marketing materials (letters, teasers, pitch decks etc.) Participate in introductory conversations with business owners and clients, capturing key details, needs, and goals Initiate, manage, and organize financial and organizational diligence items Analyze and interpret financial statements Respond to client and target inquiries with professionalism and urgency Assist in training and guiding interns What We Offer Competitive base salary based on experience Lucrative incentive bonus potential Comprehensive benefits package, including medical, dental, vision, 401(k), disability, and life insurance Flexible Time Off (FTO) to recharge when you need it Daily lunch provided (yes, every day) Casual-but-professional atmosphere where hard work and personality both matter Ongoing training and hands-on deal experience from day one What You Bring Bachelor's degree in finance, accounting, economics, or related field 1-3 years of M&A, consulting, public accounting, or finance experience Strong communication skills, including comfort with outbound calls High attention to detail and organizational ability Proficiency in Excel, PowerPoint, and Word (plus an eagerness to master new tools) Ability to prioritize, multitask, and work well under deadlines Strong team player mentality-collaborative and positive Must be authorized to work in the U.S. without sponsorship, now or in the future Ready to roll up your sleeves and help clients achieve extraordinary outcomes? Apply today and take the next big step in your M&A career at Copper Run. EEO STATEMENT (Equal Employment Opportunity) Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation. Powered by JazzHR aah Kfl8for

Job Description Job Title: Senior Financial Analyst - Utilities O&M (Contract to Hire) Pay Rate: $60-$70/hour Work Schedule: Remote Mondays & Fridays; Onsite Tuesdays-Thursdays Contract Length: 1 Year (Strong possibility of extension or full-time conversion) Contract Type: W-2 Only (U.S. Citizens - No visa sponsorships) Position Summary We are seeking a Senior Financial Analyst with strong FP&A experience to support Operations & Maintenance (O&M) forecasting, budgeting, and variance analysis within the utilities industry. This role will play a critical part in the financial planning cycle, working closely with stakeholders across real estate, facilities, and operational functions. The analyst will support leadership with actionable insights, scenario modeling, and reporting to help drive efficient financial operations. This is a contract-to-hire role, ideal for professionals with strong experience in FP&A within utilities, energy, or infrastructure sectors. A background in real estate and facilities management is a strong plus. Key Responsibilities Lead financial planning, forecasting, and variance analysis for assigned utility O&M cost centers Partner with business units and operational leaders to gather inputs and support cost management Track actual vs. budgeted spend and provide monthly performance reporting with insights and recommendations Support development of multi-year financial plans and O&M investment strategies Prepare financial presentations and reports for executive leadership and planning committees Develop driver-based models to support scenario planning and cost optimization Identify process improvement opportunities in forecasting, tracking, and financial governance Assist with ad hoc analyses and special projects related to real estate, facility spend, and capital/O&M alignment Required Qualifications 5-8+ years of FP&A or financial analysis experience, preferably in utilities, energy, or infrastructure Hands-on experience with Operations & Maintenance (O&M) financial planning Proficient in Excel, financial modeling, and reporting tools (e.g., Power BI, SAP, Oracle, Hyperion, or similar) Strong analytical, problem-solving, and communication skills Experience working with operational leaders, engineers, or real estate teams on cost control Ability to explain financial insights to non-finance audiences and drive data-informed decisions Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred) Preferred Qualifications Experience supporting real estate and facilities financial operations Familiarity with utility industry regulations and cost recovery frameworks Experience with capital vs. O&M allocation, lease accounting, or asset lifecycle management Comfortable working in fast-paced, matrixed organizations and collaborating across finance and operations

Financial Analyst (260000NS) Organization: Department of Children and YouthAgency Contact Name and Information: ******************************************* Unposting Date: Feb 2, 2026, 4:59:00 AMWork Location: Children&Youth N. High Complex 246 North High Street Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: $25.77 per hour Schedule: Full-time Work Hours: 8:00 AM - 5:00 PMClassified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: Accounting and FinanceTechnical Skills: Accounting and FinanceProfessional Skills: Attention to Detail Agency OverviewAbout us Our mission is to promote positive, lifelong outcomes for Ohio youth through early intervention, quality education, and family support programs. At DCY, we offer our employees a rewarding work experience in public service helping Ohioans achieve a sustainable lifestyle that includes generous benefit options and a flexible work life balance making our agency a great place to work! To learn more about DCY, please visit our website at Department of Children and Youth | Ohio.gov. Location Requirements DCY's core hours of operation are Mon-Fri from 8:00am to 5:00pm, however, daily start/end times may vary based on operational need across DCY divisions. Employees may begin as early as 7:00am & as late as 9:00am, based on supervisory approval. This position performs work on-site daily at DCY's office space. Job DescriptionIn this role, you'll support the agency's financial operations by reviewing, processing, and tracking accounting and purchasing transactions in the Ohio Administrative Knowledge System (OAKS). Your work helps ensure agency funds are spent correctly, coded accurately, and in compliance with state and federal rules.What You'll Do Day to DayReview and analyze accounting records, financial statements, and other financial reports to ensure accuracy, completeness, and compliance with reporting and procedural standards.Examine transactions before they are entered into OAKS, including purchase orders, requisitions, commitments, vouchers, and payment card transactions.Encumber funds for agency expenses and track expenditures by the appropriate fund, program, or area.Review purchasing and accounting documents submitted by agency staff to confirm all required information and approvals are included.Ensure required purchasing documentation (such as applicable government purchasing requirements) is accurate and complete.Determine the correct accounting codes for spending requests based on the relationship of the purchase to agency programs and funding sources, including federal funding (FFP).Review contracts (e.g., personal service, maintenance, and subsidy contracts) to ensure they comply with DCY, Office of Budget and Management (OBM), and federal rules and regulations.Monitor open purchase orders, review monthly activity, prepare monthly balance reports, and advise when balances should be released or adjusted.Review and process changes to purchase order coding as needed.Payment & Transaction ProcessingProcess, review, and record expenditure transactions in OAKS.Investigate rejected payment card transactions, identify issues, make corrections, and reprocess payments.Compare payment card transactions in OAKS to supporting documentation to ensure accuracy.Review daily payment card activity for compliance and correctness.Check account balances and work with fiscal staff to resolve transaction rejections related to chartfield or coding issues.Collaboration & CommunicationWork closely with program staff, purchasing staff, cash management, OBM, DAS, vendors, and payment cardholders to resolve issues and ensure timely payment processing.Respond to inquiries regarding the status of encumbrances, purchase orders, and payments.Assist in resolving problems with encumbering documents, vouchers, and other financial records.Records ManagementMaintain vendor documentation in OAKS for payment processing.Maintain contract files and supporting documentation for audit and compliance purposes.Review hard-copy and electronic files to locate missing or incomplete coding information when needed.Pay InformationUnless required by legislation or union contract, starting salary will be step 1 of the salary range associated with this position. New hires advance to the next step in the range after 6 months and annually thereafter. Based on collective bargaining and legislative activity, there may be cost of living increases awarded annually. Additional longevity supplements begin after 5 years. The current wage progression for this position is in the table below.Months of EmploymentAt Hire6 months18 months30 months42 months54 Months 66 Months Pay RangeOCSEA/ 30Step 1Step 2Step 3Step 4Step 5Step 6 Step 7 Hourly$25.77$26.76$27.92$29.22$30.55$31.88$33.52 Annual$53,602$55,661$58,074$60,778$63,544$66,310$69,722 Background Check InformationThe final candidate selected for the position will be required to undergo a criminal background check. Criminal convictions do not necessarily preclude an applicant from consideration for a position. An individual assessment of an applicant's prior criminal convictions will be made before excluding an applicant from consideration.Status of posted positions You can check the status of your application online be signing into your profile and clicking the “My Jobpage” tab to view completed submissions and submission details. If you have questions other than your applications status, please direct them to ************************************************ Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes: Medical Coverage Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period Paid time off, including vacation, personal, sick leave and 11 paid holidays per year Childbirth, Adoption, and Foster Care leave Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more) Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation) *Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.Qualifications30 mos. exp. or 30 mos. trg. in accounting &/or finance to include an intermediate level of experience in spreadsheet software. -Or completion of undergraduate core program in business administration, accounting, finance or related field; 6 mos. exp. or 6 mos. trg. in accounting &/or finance to include an intermediate level of experience in spreadsheet software. -Or 12 mos. exp. as Financial Associate, 66561. -Or equivalent of Minimum Class Qualifications for Employment noted above. NOTE: Successful completion of the Fiscal Academy may be substituted for 4 mos. of required accounting/fiscal experience referenced in this portion of the minimum qualifications. Supplemental InformationAll answers to the supplemental questions must be supported by the work experience/education provided on your civil service application. Attachments will not be considered as part of your application.Selection devices such as a structured interview, proficiency instrument, and/or assessment may be required for this position. Applicants must demonstrate proficiency with a passing score of applicable selection device to be considered for this position. Regardless of a passing or failing score, all results will be maintained for 6 months. Applicant with a passing score will be retained and utilized for a 6-month period. Applicant with a failing score in the same position may not re-take the same selection device for a 6-month period.Travel required, as needed. Must provide own transportation or in order to operate a state vehicle, you must have a valid driver's license.ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.

The Financial Administration Senior Analyst, Assistant Vice-President (“AVP”) oversees the analysis, monitoring, and implementation of expense budgets as well as ensures timely payment of fund expenses. Additionally, AVPs coordinate and review the monthly and annual excise distribution processes, along with other reporting such as Total Returns, Board reporting and year-end tax reporting requirements. The AVP collaborates with other members of Financial Administration to support the review of monthly, semi-annual and annual reports for investment companies in accordance with U.S. Generally Accepted Accounting Principles (“GAAP”) and Securities and Exchange Commission (“SEC”) requirements as they relate to core functions previously mentioned. Are the primary contact for clients; respond proactively to internal and external client inquiries Are responsible for timely and accurate expense budgeting and payments Coordinates and reviews the monthly and annual excise distribution process Oversee monthly and quarterly client reporting (e.g. Total Returns and preparation of Board reports) Coordinates fund year-end reporting (e.g. 1099-NEC and ICI Reporting) Support the preparation and review of financial statements and SEC filings (e.g. N-PORT, N-MFP, N-CSR, N-CEN and 24F-2, N-1A etc.) Demonstrate an advanced understanding of investment types, mutual funds, ETFs and financial markets Lead training sessions to increase the team's knowledge Identifies and/or implements process improvements to reduce risk and improve efficiency Manage client projects and initiatives Participates in department committees and other initiatives Qualifications Job Specifications: Bachelor's Degree in Accounting, Finance, or business-related area or equivalent work experience 5-7 years accounting or reporting experience in the registered investment company or financial services industry Prior team lead or supervisory experience preferred Experience with FIS InvestOne fund accounting platform, including MBOR and OLE functionality, is a plus Experience with Confluence Unity platform, including Publishing and Workbook functionality, is a plus Advanced experience working with Microsoft Office applications required, specifically Excel Ability to demonstrate the following attributes consistently: Excellent attention to detail, a sense of urgency for deadlines, and solid organizational skills Excellent written and verbal communication skills and interpersonal skills to foster client and internal relationships Oversee the completion of daily workflow in accordance to internal controls and procedures Proactively balance team resources and workflow requirements Willingness to work outside of normal work hours when necessary, particularly during peak production cycles Conduct monthly coaching/feedback sessions with direct staff Escalate issues timely and appropriately to senior management Develop/deliver executive summary reporting to senior management and clients Oversee projects effectively Motivated to continuous self-improvement Ability to promote a positive working environment and influence others to embody the Citi Culture Benefits Competitive industry salary Family medical, dental and vision insurance Variety of flex spending accounts Short- and long-term disability coverage Retirement Account (401k) with generous employer match Paid vacation, sick time and paid holidays Generous maternity and paternity leave (after 1 year of employment) Tuition reimbursement Wellness program ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Fund Accounting ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Columbus Ohio United States ------------------------------------------------------ Primary Location Full Time Salary Range: $81,600.00 - $122,400.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 20, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.