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Partner with the Strategy and Business Planning team on various programmatic and strategic investment valuations Qualifications Bachelor's degree in Finance or Accounting required ; MBA preferred Minimum of 5+ years of experienceRequired Skills and Knowledge Use of Excel worksheets and other financial planning software and experienced in forecasting and budgeting, capital allocation, business planning, return and complex analytics and pro-forma development including investment return analysis.
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Priority Financial Group (PFG) in its relationship with TruPartner Credit Union , is looking to add a Financial Advisor to work in their Cincinnati Ohio market. The role of the Financial Advisor is to enhance member and client relationships by providing holistic planning advice, and offering solutions such as, Investments, Insurance, and Estate Planning products and services.
$75,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Chief Financial Officer, CFO, Controller. The CFO/Controller duties include tracking cash flow, financial planning, ensuring IRS compliance for Private Foundations, as well as analyzing the organization's financial strengths and weaknesses and proposing corrective actions.
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Provides follow-up support for Institutional Vice Presidents including email/mailing literature and provides additional information to the financial advisor as needed. Demonstrated financial acumen and proven 1 to 3 years of related experience with broker-dealers, Registered Investment Advisors and Bank Trust Departments.
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Financial services operations experience; Experience leading operations teams across multiple product areas (e.g., residential mortgage, loss mitigation, and default servicing, etc.) Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.
$208,505 - $269,830 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Provide an exceptional customer experience throughout the full cycle of the loan or pawn process by educating consumers and making recommendations based on their financial needs. Experience in retail, financial services, loans, banking/bank teller, or service industry.
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As a Financial Analyst, you'll have your finger on the financial pulse of the entire organization. Perform technical analysis to determine present and future financial performance.
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The Senior Provider Engagement Professional- Practice Transformation represents the scope of health plan/provider relationship across such areas as financial performance, incentive programs, quality and clinical management, population health, data sharing, connectivity, documentation and coding, HEDIS and STARs performance, operational improvements and other areas as they relate to provider performance, member experience, market growth, provider experience and operational excellence.
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We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
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Assist VP of Finance with month end close and Financial Statement preparation, quarter end duties, and year end closing and audit processes, ensuring transactions are in accordance with GAAP and internal policies.
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Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors.
$150,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Efficiently managing communications involving third-party adjusters, insurance brokers, primary and excess insurance carriers, captive insurance company, and others to ensure accuracy in notifications, reserves, and financial reporting.
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We have multiple Spanish teams that provide financial support to our customers world-wide. Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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Acts as project manager for office moves, working with Chief Financial Officer, subregional Vice President, local directors, technology infrastructure team, landlord, realtor, and vendors. Strong understanding of financial metrics at the organizational (profit and loss) level.
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In partnership with Morgan Stanley’s Financial Planning Directors and Wealth Advisor Associates, this position will play a key role in assisting Advisors with incorporating sophisticated solutions into a client’s financial picture to meet their long-term objectives.
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financial job in Cincinnati, OH
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