ReaAccounting Manager, Client Advisory Services ReaAccounting Manager, Client Advisory ServicesDublin, OHThe Accounting Manager, Client Advisory Services acts as the primary client contact, building relationships, facilitating meetings, and providing guidance and feedback to junior team members while ensuring high-quality service and support for clients. Manage multiple projects effectively, coordinating resources, monitoring progress, and ensuring deadlines are met, and clients receive the highest level of service and support .
Whalen CPAsNewController - Client Accounting & Advisory Services Whalen CPAsController - Client Accounting & Advisory ServicesDublin, OHFull timeThe Controller will serve as a trusted advisor to management and ownership, helping clients develop and implement sound financial processes, improve reporting and performance, and proactively manage financial risk. In this role, you will partner directly with clients across a variety of industries to provide high-level financial leadership, strengthen accounting operations, and support organizations in achieving their strategic and operational goals.
JPMorgan Chase & CoSenior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director JPMorgan Chase & CoSenior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Directorcolumbus, OHJoin our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients needs. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Timothy WalkFinancial Advisor Timothy WalkFinancial AdvisorUpper Arlington, OH$61,000–$119,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis.
WestPoint Financial GroupFinancial Advisor WestPoint Financial GroupFinancial AdvisorNew Albany, OH$75,000–$150,000 / yearAt WestPoint Financial Group, we help professionals like you make the leap into financial advising—with autonomy, support, and a community that’s got your back. Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed).
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorUpper Arlingtn, Ohio$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
First Command Financial Services, Inc.Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Financial Advisor - Experienced ProfessionalsColumbus, OHDeliver Advanced Personalized Planning Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families. First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program the U.S. government the U.S. Armed Forces or any other third-party mentioned on this site.
Veterans Sourcing GroupJr. Financial Analyst Veterans Sourcing GroupJr. Financial AnalystColumbus, OHPay rate: $23/hr W2The Service Professional will support key Client Servicing functions including Performance Reporting, Asset Allocation, Portfolio Risk, Confirms, Prospectus, and Statements for a large network of Financial Advisors. This role involves analyzing, researching, and resolving issues across multiple systems, preparing combined summaries, selecting indices, and assisting with system navigation.
JPMorgan Chase Bank, N.A.Asset Management - Financial Advisor Services - Analyst JPMorgan Chase Bank, N.A.Asset Management - Financial Advisor Services - AnalystColumbus, OHFull timeThese include acting as a resource for prospecting new business opportunities, establishing and managing client relationships, educating clients about our products, and identifying top advisors through calling efforts, mail/e-mail campaigns, and referrals. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Tailored ManagementFinancial Services Analyst Tailored ManagementFinancial Services AnalystGrandview Heights, OH$19–$19 / hourThis role involves handling follow-up communications, responding to customer inquiries, maintaining accurate documentation, and assisting with daily operational workflows. As a Financial Services Representative, you will support the New Business Advisory team in managing pending transfer applications and delivering exceptional customer service.
Baker Tilly Advisory Group, LPCapital Projects and Real Estate Advisory Senior Baker Tilly Advisory Group, LPCapital Projects and Real Estate Advisory SeniorColumbus, OhioBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
KEMBA Financial Credit UnionFinancial Advisor KEMBA Financial Credit UnionFinancial AdvisorColumbus, OHThe Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial goals and objectives from face-to-face financial analysis and identifying appropriate insurance and securities products to meet Members goals and objectives. Cultivates strong working relationships and build trust among Credit Union Staff and Members along with other key local people in the Credit Union movement, attend/participate in staff meetings and other Credit Union staff functions.
Alpha Rae Personnel IncNewPart Time Financial Analyst 11248 Alpha Rae Personnel IncPart Time Financial Analyst 11248Columbus, OHThis position is responsible for processing financial transactions, maintaining accurate financial records, reviewing documentation for accuracy, and assisting with financial data management and reporting activities. Experience working with financial systems, databases, or enterprise resource planning (ERP) systems is a plus.
Pain Management GroupRegional Financial Analyst Pain Management GroupRegional Financial AnalystColumbus, OHRemote$75,000–$85,000Our partners are provided with the blueprint and ongoing program management resources to cultivate a robust, outpatient pain management service line through Balanced treatment approach, Hosital-based model, Program sustainability, Quantifiable outcomes and results. This position serves as the financial representative for their assigned hospital partnerships, working alongside the hospital partner finance team to oversee financial reporting and ensure accuracy of the pain management service line financials.
Stride, Inc.Financial Analyst Stride, Inc.Financial AnalystColumbus, OhioCOMPENSATION & BENEFITS: Stride, Inc. considers a person's education, experience, and qualifications, as well as the position's work location, expected quality and quantity of work, required travel (if any), external market and internal value when determining a new employee's salary level. This position will research, collect, review and monitor financial data in order to build timely and accurate financial models that are able to increase company profit through enhancements of operational efficiencies and resource utilization.
First Command Financial Services, Inc.Financial Advisor First Command Financial Services, Inc.Financial AdvisorColumbus, OHSuccessful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
The PNC Financial Services Group IncFinancial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementDublin, OHIn 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. 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.
ReaManager, Government Financial Reporting & Consulting ReaManager, Government Financial Reporting & ConsultingDublin, OHPossess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients. Provide clear, proactive communication to clients and firm leadership regarding engagement status, timelines, risks, and outcomes, ensuring expectations are managed and decisions are supported.
Tailored ManagementFinancial Services Representative Tailored ManagementFinancial Services RepresentativeGrandview Heights, OH$19–$19 / hourThis role involves handling follow-up communications, responding to customer inquiries, maintaining accurate documentation, and assisting with daily operational workflows. As a Financial Services Representative, you will support the New Business Advisory team in managing pending transfer applications and delivering exceptional customer service.
Skylight Financial GroupFinancial Advisor Skylight Financial GroupFinancial AdvisorDublin, OH$75,000–$150,000 / yearSkylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets. With Skylight support, you will be able to provide peace of mind around concerns that clients face such as the ability to fund a college education, prepare for retirement, protecting themselves from the risks of life and increasing their overall confidence that they are on the right track.
Blue Star Partners LLCSenior Financial Analyst – Utilities O&M (Contract to Hire) Blue Star Partners LLCSenior Financial Analyst – Utilities O&M (Contract to Hire)Columbus, OH$60–$70 / hourWe 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.
Baker Tilly Advisory Group, LPFinancial Reporting Manager Baker Tilly Advisory Group, LPFinancial Reporting ManagerColumbus, OhioBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
B2BcfoFractional CFO B2BcfoFractional CFOColumbus, OhioExperienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.
WealthBridge Financial GroupExperienced Financial Advisor - Independent Platform (Ohio) WealthBridge Financial GroupExperienced Financial Advisor - Independent Platform (Ohio)Columbus, OH$125,000–$200,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Ensemble Health PartnersDirector, Finance- Office of the CFO Ensemble Health PartnersDirector, Finance- Office of the CFOOHRemote$134,000–$175,000 / yearJob Responsibilities include, but are not limited to: Leadership Decision Making: Makes day-to-day leadership decisions by securing and comparing information from multiple sources to identify issues; commits to an action after weighing alternative solutions against important criteria; effectively communicates decisions to the appropriate people and teams and holds them accountable. The role requires a strong background in healthcare analytics, demonstrated commitment to improving net patient revenue, proven experience driving operational efficiency, and the leadership capabilities to hire and lead a team of talented professionals to continuously advance Ensemble Health Partner's position as an analytics leader in healthcare.
Worthington EnterprisesFinancial Analyst (FP&A) Worthington EnterprisesFinancial Analyst (FP&A)Columbus, OHFull timeThe Financial Analyst prepares, analyzes, interprets, and summarizes various financial reports, planning models, forecasts, budgets, and special financial projects. Research and prepare moderate to complex analytical reports (i.e. economic research, market or material cost updates, business development initiatives, competitive intelligence reports).
First Command Financial Services, Inc.Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsColumbus, OHDevelop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.
JPMorgan Chase Bank, N.A.Asset Management - Internal Client Advisor Independent Broker Dealer - Associate JPMorgan Chase Bank, N.A.Asset Management - Internal Client Advisor Independent Broker Dealer - AssociateColumbus, OHFull timeOur wide array of financial strategies-equity, fixed income, cash management, currency, asset allocation, and alternative asset classes-allows investors to find strategies to help navigate dynamic markets. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
GBQ Holdings LLCExperienced Valuation Analyst GBQ Holdings LLCExperienced Valuation AnalystColumbus, OHWe specialize in the valuation of businesses, business interests, intangible assets, and complex financial instruments in the context of transaction advisory, ESOPs, estate and gift planning, shareholder transactions and buy-sell agreements, equity-based compensation, financial reporting, and various other corporate-related matters. We are also accredited members of the CFA Institute (CFA), the American Society of Appraisers (ASA), the National Association of Certified Valuation Analysts (CVA), the Institute of Business Appraisers (CBA), and the American Institute of Certified Public Accountants (CPA/ABV).
Madison-DavisNewBSA Program Manager Analyst Madison-DavisBSA Program Manager AnalystColumbus, OHThe ideal candidate will possess strong AML and payments compliance knowledge, experience evaluating third-party risk, and the ability to work cross-functionally within a fast-paced and evolving financial services environment. Analyze fact sheets, onboarding documentation, audit reports, and program manager materials to identify potential money laundering, fraud, and regulatory risks.
JPMorgan Chase & CoSpecial Credits Director JPMorgan Chase & CoSpecial Credits DirectorColumbus, OHAs a Special Credits Director in the Special Credits Group in Commercial Solutions, you will provide strategic leadership to a team of Special Credits Officers that manage a portfolio of stressed and distressed credits, and guide the team on deteriorating credits. The Commercial Solutions team specializes in floorplan lines of credits, real estate loans, acquisition loans, working capital loans, and treasury products to our franchised retail automobile dealer group relationships.
ReaSenior Business Valuation Associate ReaSenior Business Valuation AssociateDublin, OHThe Senior Business Valuation Associate on the Business Valuation and Transaction Advisory Services team will lead financial analysis and modeling, apply advanced valuation techniques and conducting client management interviews. Produce detailed and comprehensive valuation reports, presenting findings and insights to clients in a clear and concise manner .
ReaBusiness Valuation Supervisor ReaBusiness Valuation SupervisorDublin, OHProduce and prepare comprehensive valuation reports detailing analysis, assumptions, and conclusions, presenting findings and insights to clients in a clear and concise manner . This role will dive into complex financial models, collaborate with clients to uncover their unique value drivers, and offer expert insights that shape their strategic decisions. .
PaychexAccount Executive - Retirement 401(k) Services PaychexAccount Executive - Retirement 401(k) ServicesColumbus, OhioLeverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.