497 Banking & Finance jobs in Columbus

Job Overview

This job posting is anticipated to remain open for 30 days, from 21-Aug-2025. The posting may close early due to the volume of applicants.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

We'll give you the support you need. Our team will be there every step of the way, providing:

• Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
• Salary for the first five years as you begin to build your practice²
• A firm-provided branch office in the community
• Branch office support to help lighten the load so you can focus on your clients
• A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.

You can also expect.

• No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
• A compensation package that includes opportunities for commissions, profit sharing and incentive travel
• The flexibility that you need to balance your personal and professional lives - the best of both worlds
• A culture of continuous improvement and professional development

Key Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration

² As your new asset compensation and commissions increase over the first five years, salary will decrease

Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page .

Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

For more information regarding compensation please click the link below.

New Financial Advisors Compensation

Supplemental Starting Salary Range $45,000 - $100,000

Read More About Job Overview

Skills/Requirements

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

What characteristics would make you a successful financial advisor?

• An interest in financial services/markets and how they work
• Love of learning and challenges, including determination to succeed
• Skilled in long-term relationship building
• Comfortable in your ability to think critically
• Passion for new opportunities

Can you see yourself.

• Learning to be a financial advisor through our comprehensive training program?
• Delivering personalized investment and financial solutions to your clients?
• Taking ownership of your business's growth and success?
• Meeting professional and personal objectives as they relate to building your practice?
• Working in and positively impacting your local community?

Skills/Requirements

Candidates should have at least one of the four qualifications bullets listed below:

• A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
• Financial services and/or sales experience
• Financial services registration, licensing, or certification
• Professional and/or military career progression

Licensing:

• SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
• FINRA registrations required within three months. State insurance licenses will be required.
• As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

Read More About Skills/Requirements

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Read More About Awards & Accolades

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

#LI-USFATA

Job Overview

This job posting is anticipated to remain open for 30 days, from 21-Aug-2025. The posting may close early due to the volume of applicants.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

We'll give you the support you need. Our team will be there every step of the way, providing:

• Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
• Salary for the first five years as you begin to build your practice²
• A firm-provided branch office in the community
• Branch office support to help lighten the load so you can focus on your clients
• A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.

You can also expect.

• No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
• A compensation package that includes opportunities for commissions, profit sharing and incentive travel
• The flexibility that you need to balance your personal and professional lives - the best of both worlds
• A culture of continuous improvement and professional development

Key Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration

² As your new asset compensation and commissions increase over the first five years, salary will decrease

Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.

Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

For more information regarding compensation please click the link below.

New Financial Advisors Compensation

Supplemental Starting Salary Range $45,000 - $100,000

Read More About Job Overview

Skills/Requirements

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

What characteristics would make you a successful financial advisor?

• An interest in financial services/markets and how they work
• Love of learning and challenges, including determination to succeed
• Skilled in long-term relationship building
• Comfortable in your ability to think critically
• Passion for new opportunities

Can you see yourself.

• Learning to be a financial advisor through our comprehensive training program?
• Delivering personalized investment and financial solutions to your clients?
• Taking ownership of your business's growth and success?
• Meeting professional and personal objectives as they relate to building your practice?
• Working in and positively impacting your local community?

Skills/Requirements

Candidates should have at least one of the four qualifications bullets listed below:

• A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
• Financial services and/or sales experience
• Financial services registration, licensing, or certification
• Professional and/or military career progression

Licensing:

• SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
• FINRA registrations required within three months. State insurance licenses will be required.
• As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

Read More About Skills/Requirements

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Read More About Awards & Accolades

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

#LI-USFATA

Financial Analyst

The Ohio Department of Job and Family Services (ODJFS) supports Ohioans and their families through the following programs:

• Public Assistance
• Workforce Development
• Unemployment Insurance
• Adult Protective Services
• Child Support

Public service is an honorable way to serve the community in a hands-on dedicated way. You can make a difference in someone's world!

Guiding Principles

• We will be a leader in customer satisfaction.
• We will have a reputation that attracts and retains talented, diverse, and dedicated employees.
• We get better at what we do everyday.

Financial Analyst- 20038840, 20045289 (Two positions, one application)

Office of The Child Support establishes policies and guidelines for the child support program based on federal and state laws. Ohio's child support program provides services to help ensure that children receive the financial and medical support they are legally entitled to and deserve.

Day-to-day you will:

• Balance financial transactions in child support financial accounts, Child Support Payment Central's (CSPC) vendor application used to process payments, as well as the statewide child support application known as the Support Enforcement Tracking System (SETS).
• Review various reports in Access databases, Excel spreadsheets and in the above systems.
• Identify and review financial discrepancies. Once identified, take necessary actions to ensure that our bank accounts balance.
• Collaborate with internal child support teams, other ODJFS program areas, external partners such as the Child Support Payment Central (CSPC vendor), financial institutions, and other state agencies to identify and resolve financial discrepancies and ensure accurate processing of payments.

Necessary Skills:

• Basic accounting principles
• Knowledge of double-entry system
• Debit /credit rules
• Ability to compile and sort data
• Analyze multiple data sets
• Critical thinking and problem solving
• Proficient in Excel spreadsheets
• Familiarity with working in databases, specifically Access and SQL

Schedule: Monday - Friday, 8:00 am - 5:00 pm

Travel: Travel required, as needed. Must provide own transportation or, in order to operate a state vehicle, you must have a valid drivers license.

PN(s): 20038840-20045289

What's In It For You

We offer our employees a sustainable lifestyle that includes a flexible work life balance making our agency a great place to work! At 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
• Dental, Vision and Basic Life Insurance
• Time Away from Work and Work/Life Balance
• Ohio Public Employees Retirement System
• Deferred Compensation

The ideal candidate, at minimum, must have the following:

• Completion of undergraduate core program in business administration, accounting, finance or related field; AND
• 6 mos. exp. or 6 mos. trg. in accounting &/or finance to include an intermediate level of experience in spreadsheet software.

Tips For Your Application

When completing the different sections of this application, be sure to clearly describe how you meet the minimum qualifications outlined in this job posting.

Pay Information

This position is in the State of Ohio's OCSEA/AFSCME Pay Schedule, Pay Range 30. Unless required by legislation or union contract, starting salary will be the minimum salary of that pay range (step 1, currently $25.77 per hour). These ranges provide a standardized pathway for pay increases. With continued employment, new hires move to the next step in the range after 6 months and annually thereafter. Cost of Living Adjustments increase wages in these ranges each fiscal year.

Telework & Work-From-Home

All positions at ODJFS are in-office positions. We are currently migrating from remote work to in-office work. Should you be invited for an interview or assessment, please inquire at that time if this is an in-office position or a currently/temporarily remote position.

ADA Notice

If you require an accommodation based on a disability for any step of the selection process, please contact

Current employees of ODJFS in the OCSEA union have selection rights before all other applicants. Applications from all other candidates will only be considered if an internal OCSEA applicant is not selected for this position.

Background check information

The final candidate selected for this position will be required to undergo a criminal background check. Some positions may require drug testing and/or fingerprinting. Criminal convictions do not necessarily disqualify candidates from consideration.

ADA Statement

Ohio 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 Workplace

The 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.

What You Will Do at ODM:

Office: Fiscal Operations

Bureau: Accounting

Classification: Financial Analyst Supervisor, (PN 20047474)

Job Overview:

The Ohio Department of Medicaid (ODM) is seeking an experienced financial professional to supervise our Billing Unit. As the Billing Supervisor, your responsibilities will include:

• Directing and managing the billing processes for amounts due to the agency (e.g. creating invoices and adjustments in OAKS, managing accounts receivable balances, certifying accounts receivables to the Attorney General for collection)
• Monitoring state policy related to certification timelines
• Acting as the liaison to the Office of the Attorney General
• Providing continuous direction, constructive feedback, and coaching

The preferred candidate will have a passion for managing, coaching, and developing staff members along with extensive accounts receivable knowledge and strong analysis abilities.

54 mos. exp. or 54 mos. trg. in accounting &/or finance to include an advanced level of experience in spreadsheet software.

-Or completion of undergraduate core program in business administration, accounting, finance or related field; 30 mos. exp. or 30 mos. trg. in accounting &/or finance to include an advanced level of experience in spreadsheet software.

-Or completion of graduate core program in public or business administration, accounting, finance or related field; 18 mos. exp. or 18 mos. trg. in accounting &/or finance to include an advanced level of experience in spreadsheet software.

-Or 12 mos. exp. as Senior Financial Analyst, 66563.

-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.

Job Skills: Accounting and Finance

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Job Details

Description

The Wasserstrom Company is the leading Food Service Distributor in the nation. Established in 1902, we are a family owned company with our headquarters in Columbus, Ohio. We currently have an opportunity available for a Financial Analyst on our Financial Planning and Analysis team, considered the analytical engine of the company , providing insights and support to Senior Management for optimal business decision making. This role will actively participate in monthly financial reviews, budgeting, and forecasting along with customer profitability reviews and special projects. Supports the company through reporting via SAP BI/BW/Business Objects (BOBJ) & associated tools;. This requires a high level of comfort and adaptability to new technolog y. Creates, maintains, and executes SAP/BOBJ reports, ensuring data integrity, accuracy, efficiency, and business applications.

Essential Duties And Responsibilities

• Create and maintain reports in SAP/BOBJ (and other applicable tools) with an understanding of internal / external customer requirements, system capabilities / metrics, data integrity, efficiency, and accuracy.
• Analyze performance trends including revenue, margin, expenses, and capital expenditure in support of Senior Management decision-making.
• Ad-Hoc reporting and analysis including developing financial models to support strategic initiatives.
• Assist in development and analysis of budget, financial forecasts, and monthly / quarterly financial reports.
• Participate in customer profitability analysis to maximize sales, margin, and operating income.
• Support all users / departments in report creation, advice, and education, considering accounting, timing, and intricacies of data definitions that may apply.
• Work with Reporting Team & SAP Team to stay informed on issues and developments related to reports and data including testing and loading new reports, best practices, functionality, and / or dashboards.
  
  

Education And/or Experience

• Bachelor's degree in Business (accounting / finance) or Management Information Systems (MIS)
• Ability to consolidate, analyze and summarize detailed data for all levels of management in a variety of formats
• SAP/Business Objects (BOBJ) experience highly preferred
• Strong Microsoft Excel skills
• High standard of accuracy & precision, highly organized
• Meticulous attention to detail
• Adaptable to changing technology tools
• Strong communication skills (written and verbal)
  
  

We offer a competitive compensation and benefits package, including medical, dental, vision, 401(k) and profit sharing. Immediate paid time off accrual and paid holidays starts from day one.

EOE AA M/F/Vet/Disability We are an Equal Opportunity Employer and will give consideration to all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disability.
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Fpa Analyst

Our client, a dynamic and growth-oriented company in the auto repair industry, is seeking an experienced FP&A Analyst to join their finance team. This is a high-visibility role that works cross-functionally with marketing, digital, strategy, pricing, and analytics leaders. The FP&A Analyst will play a critical part in developing financial models, reporting, and tools that guide data-driven decisions and support key growth initiatives.

The Role:

In this position, you'll be responsible for building and maintaining financial models, analyzing performance trends, and delivering insights that shape strategic decision-making. You'll support initiatives ranging from pricing strategies and marketing campaigns to customer acquisition programs, while collaborating with cross-functional teams to maximize business impact.

Key Responsibilities:

• Develop and maintain financial models to support forecasting, planning, and business case evaluations.
• Analyze KPIs, identify business trends, and provide actionable insights to leadership.
• Partner with cross-functional teams to evaluate initiatives such as pricing, marketing, and digital campaigns.
• Synthesize and interpret large datasets to uncover growth opportunities and process efficiencies.
• Create dashboards and visualizations that enable real-time decision-making.
• Present clear, executive-ready reports and recommendations to stakeholders.

What We're Looking For:

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 35 years of FP&A or corporate finance experience.
• Strong Excel skills with proven ability in financial modeling.
• Excellent communication skills and ability to present complex data in a clear, business-focused way.
• Experience collaborating with cross-functional teams (marketing, pricing, analytics a plus).
• Familiarity with BI tools (Tableau, Power BI, Cognos) preferred.

The salary range for this role is $100,000 to $110,000, plus bonus. A comprehensive package of benefits including paid time off, medical / dental / vision insurance, and 401(k) to eligible employees.

Senior Associate, Provisions / Corporate Tax Consulting

Join KPMG US as a Senior Associate, Provisions / Corporate Tax Consulting and become part of a dynamic team at one of the world's leading tax firms. We offer a collaborative and innovative culture that empowers your success. Work with our extensive network of specialists and utilize our Ignition Centers to develop cutting-edge tax solutions. Our diverse team supports high-profile clients with complex business challenges, providing opportunities for career growth through multifaceted engagements, training, and mentorship.

Responsibilities:

• Provide tax compliance and advisory services to corporations and partnerships, including Fortune 100 clients and emerging businesses.
• Participate in accounting for income taxes (ASC 740) and tax provision calculations.
• Collaborate with multidisciplinary teams to deliver industry-specific knowledge and experience.
• Manage teams of tax professionals working on client projects.
• Deliver high-quality tax advice and services to clients.
• Contribute to market and business development activities, building and maintaining client relationships.

Qualifications:

• Minimum two years of recent corporate tax experience in an accounting firm, corporation, or law firm.
• Bachelor's degree, J.D., LL.M., or Master's in taxation from an accredited institution.
• Experience with corporate taxation, consolidations, partnerships, and ASC 740.
• Strong advisory and compliance skills.
• Excellent verbal and written communication skills.
• Ability to handle multiple engagements and coordinate with client service teams.

KPMG offers a comprehensive benefits package, including medical, dental, vision, disability, life insurance, 401(k), and well-being programs. Salary ranges are based on location and experience, with details available at this link. We are an equal opportunity employer and welcome qualified applicants regardless of protected characteristics. For Los Angeles County applicants, we consider qualified candidates with arrest and conviction records in accordance with local laws. We encourage prompt applications as we recruit on a rolling basis.

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Does this position interest you? You should apply - even if you don't match every single requirement! We're known as an auto glass company. That's the focus of what we do. But beyond the glass, we're so much more. We'll help you build a fulfilling career and encourage you to have a life. Let us be the best place you'll ever work.

A Brief Overview
The Sr Financial Analyst (SFA) is responsible for drafting, analyzing and distributing standard and non-standard reports that track performance and illustrate challenges in addition to performing ad-hoc analysis to support decision making. The SFA Indirect Procurement partners closely with the procurement team and cross functional partners to track performance vs. savings goals and administers mechanisms to achieve those goals. The role also has responsibility for reporting and support of Safelite Environmental, Social and Governance (ESG) initiatives. The SFA provides guidance to the Financial Analyst I role.

What you will do

• Collaboration with procurement team to oversee savings tracking; monitor indirect procurement projects to ensure programs are tracking to savings achievement.

• Develop and maintain mechanisms to achieve savings objectives.

• Partner with business stakeholders to prepare standard and ad-hoc analysis and reporting which provide actionable insights for decision making.

• Work cross-functionally to identify and interpret trends and proactively communicate meaningful insights. Identify new opportunities and assist key business partners with problem resolution.

• Develop and maintain accurate budget, forecast and risks and opportunities.

• Develop and maintain comprehensive reports on Safelite Environmental, Social and Governance (ESG) initiatives. Provide analytical support to business partners in support of ESG initiatives.

• Other duties assigned by management

What you will need

• Bachelor's Degree in Finance, Accounting, or related field Required

• 4-6 years of relevant experience required

• Experience supporting indirect procurement preferred

• Experience with data visualization tool Tableau, ability to create dashboards, visualizations and reporting preferred

• Superior analytical skills, combined with business judgment and ability to communicate with a management team

• Excellent communication and interpersonal skills, organized, detail-oriented, and thorough

• Comfortability in working with assumptions and imperfect data

• Team player with a positive attitude

• Advanced experience with Microsoft Excel

• Strong verbal and written communication skills

• Ability to adjust to fast-paced work environment

What you will get

• Competitive weekly pay and bonus opportunities.

• Total job benefits valued at more than $10k*. This includes a 401(k) plan with company matching, medical coverage plans customized to suit your needs and a commitment to work/life balance through our paid time off (PTO) programs, company holidays and paid volunteer days.

• Up to $5,250 in tuition reimbursement per year.

• View all our health, wealth and life offerings at

Our people are passionate about what they do, the product they sell, and the customers they serve. If you're looking for an opportunity to be a part of a work family that values collaboration, innovation and dedication, we're the right company for you.

#LI-CR3

#LI-Hybrid

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Internal Associates: Already a member of the Safelite team? Apply through your Workday account by searching 'Find Open Jobs'.
Diversity: Safelite welcomes everyone. We value our diverse workforce and suppliers, and we're proud to be an equal opportunity employer. Learn more at Safelite.com/Careers.

Benefit amounts are estimates only. Actual values will depend on benefit elections during enrollment.

This position description is not all inclusive for every aspect of this role. Reasonable accommodation will be made for individuals covered by ADA, ADEA, FMLA and other laws and regulations in accordance with their requirements. Physical and mental demands are not and should not be construed to be job qualification standards, but are illustrated to help the employer, employee and/or applicant identify tasks where reasonable accommodations may need to be made when an otherwise qualified person is unable to perform the job's essential duties because of an ADA disability. Other qualifications may be required to ensure employment eligibility in accordance with local laws and regulations and with Safelite Group, Inc. policies and practices.

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Job Purpose

This position is responsible for performing a variety of accounting tasks related to the maintenance of general ledger accounts, including the month-end close process, account reconciliations, and financial reporting. The primary objective is to ensure the delivery of timely and accurate financial information to management and other stakeholders to support strategic decision-making. In addition to core accounting responsibilities, this role will actively contribute to the budgeting, forecasting, and financial analysis processes, supporting the development and execution of the Companys quarterly, annual, and mid-term financial and strategic plans.

Key Accountabilities

• Prepare accruals, journal entries and drive completion of the month end close process. Review entries in the general ledger and subsidiary ledgers for accuracy; research discrepancies and make corrections.
• Assist with preparation of quarterly forecasts, mid-term and long-term plan updates, working with department heads to analyze headcount, operating expenses, and capital expenses. Assist with review of forecast vs. actual performance on a monthly basis with accountable leaders
• Prepare monthly reconciliations of assigned accounts and investigate and clear any open differences.
• Assist with preparation of monthly management reports and analysis.
• Record and track Customer aircraft deposits; provide pro-forma and final invoices for aircraft deliveries; apply payments and verify amounts prior to aircraft departure.
• Review intra-company and inter-company accounts and transactions to ensure they are recorded accurately and reconcile.
• Use analytical skills along with an in-depth knowledge of system applications to provide ad-hoc reporting. Monitor activity and ensure integrity between Customer Service business system and SAP.
• Help drive system and process improvements and support ongoing testing as changes are implemented.
• Maintain sound accounting methods and systems in accordance with corporate policies, US GAAP, and IFRS

Qualifications, Experience, and Skills

• Bachelors degree in accounting or finance
• 5 years of accounting experience, manufacturing or service industry a plus
• Strong experience with Microsoft Office Suite.
• CPA or CMA not required, but a plus.
• 2 to 5 years of experience with an ERP system, SAP strongly preferred.
• Ability to work with minimal supervision in a team-oriented environment.
• Strong technical accounting skills with core knowledge of internal controls, US GAAP and IFRS.
• Ability to work effectively with all levels and act as a relationship builder and collaborator; ability to drive consensus.
• Excellent verbal and written communication skills; presenting in and facilitating meetings.
• Excellent time management and organizational skills with ability to meet deadlines.

Key Performance Indicators

• All month end close activities completed in a timely and accurate manner.
• Timely preparation and submission of quarterly and mid to long term forecasts.
• General Ledger and Intercompany account reconciliations maintained with no aged reconciling items.
• Timely response and feedback for requests related to aircraft deliveries.

Working Conditions

1. Incumbents may be required to stand, sit, squat, walk, bend, climb ladders, move, reach, or stretch for prolonged time periods with no restrictions, as required by job duties.
2. Work in a safe and professional manner while adhering to all regulatory requirements (FAA, OSHA, DOT, EPA, State, and Federal regulations, etc.).
3. Read, hear, speak, and see with no restrictions, as required by job duties.
4. Comprehend and adhere to management directions and/or safety instructions with no restrictions.
5. Effectively communicate in Business English language.
6. Pull, push, carry, lift, or move items up to 10 lbs. throughout the work shift without assistance, as required by job duties.
7. Open office environment fast paced.
8. Travel and overtime are as required.

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