Financial Advisor

43062 Pataskala, Ohio Edward Jones

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Job Overview

This job posting is anticipated to remain open for 30 days, from 09-Sep-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.

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Financial Sr. Analyst

43040 Marysville, Ohio Honda Dev. and Mfg. of Am.,LLC

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Job Description

What Makes a Honda, is Who makes a Honda
Honda has a clear vision for the future, and it’s a joyful one. We are looking for individuals with the skills, courage, persistence, and dreams that will help us reach our future-focused goals. At our core is innovation. Honda is constantly innovating and developing solutions to drive our business with record success. We strive to be a company that serves as a source of “power” that supports people around the world who are trying to do things based on their own initiative and that helps people expand their own potential. To this end, Honda strives to realize “the joy and freedom of mobility” by developing new technologies and an innovative approach to achieve a “zero environmental footprint.”

We are looking for qualified individuals with diverse backgrounds, experiences, continuous improvement values, and a strong work ethic to join our team.

If your goals and values align with Honda’s, we want you to join our team to Bring the Future!

Job Purpose

Uses analytical skills and professional accounting knowledge to work with department managers and investment project leaders in the creation of 6 budget events per year. Use professional accounting standards to ensure appropriate reporting of actual financial data and use analytical skills to provide detailed budget to actual analysis.

The Sr Financial Analyst supports and advises larger more complicated departments that have more complex accounting needs and larger financial impact than the Financial Analyst role. This is a secondary level that has more autonomy and increased individual discretion.

Key Accountabilities

  • Prepare month end close activities including analysis of complex financial information in order to create journal entries which impact the financial condition of AHM/ HDMA with very little supervision.
  • Prepare budget vs actual comparisons for responsible departments which are analysed based on professional accounting standards to ensure accurate financial information and to advise management on future activity.
  • Use analytical skills and professional accounting knowledge and years of experience to work with the department managers and investment project leaders in complex areas in the creation of 6 budget events per year.
  • Use financial information to create presentations to advise department and division leaders of budget to actual condition and make recommendations for areas of improvement

Qualifications, Experience, and Skills

Minimum Educational Qualifications :

  • Bachelor’s degree with major in Accounting or Finance.

Minimum Experience :

  • 2+ years with Bachelor’s degree or 5 years minimum with Associate’s degree

Other Job-Specific Skills:

  • Basic Accounting principles- GAAP/IFRS and Cost accounting background.
  • Strong understanding of accounting functions, terminology and ability to apply accounting concepts.
  • Strong analytical, problem solving and organizational skills.
  • Understanding of Honda's accounting processes, preferably some Financial analyst experience
  • Strong Microsoft product skills (Excel, Powerpoint, etc)
  • SAP Knowledge and skills
  • Must have effective verbal and written communication skills

Job Dimensions

No. of Direct Reports : 0

No. of Indirect Reports : 0

Financial Dimensions : Creating monthly financial reports for assigned departments and creating complex journal entries to correct or update the financial statements with little supervision

Decisions Expected

  • Use professional accounting standards to identify possible areas of concern in monthly actuals and budget activity and investigate best practices.
  • Create journal entries to impact AHM / HDMA Financial statements with little supervision.
  • Recommend complex investment vs expense decisions based on IFRS and Honda guidelines with very little supervision

Working Conditions

  • Office / Onsite / Remote eligible up to 20%
  • 5-10 hours of OT/week
  • Some travel

What differentiates Honda and make us an employer of choice?

Total Rewards:

  • Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.)
  • Paid Overtime
  • Regional Bonus (when applicable)
  • Industry-leading Benefit Plans (Medical, Dental, Vision, Rx)
  • Paid time off, including vacation, holidays, shutdown
  • Company Paid Short-Term and Long-Term Disability
  • 401K Plan with company match + additional contribution
  • Relocation assistance (if eligible)

Career Growth:

  • Advancement Opportunities
  • Career Mobility
  • Education Reimbursement for Continued Learning
  • Training and Development programs

Additional Offerings:

  • Tuition Assistance & Student Loan Repayment
  • Lifestyle Account
  • Childcare Reimbursement Account
  • Elder Care Support
  • Wellbeing Program
  • Community Service and Engagement Programs
  • Product Programs

Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.

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Incentive Audit Financial Analyst

43040 Marysville, Ohio American Honda Motor Co., Inc.

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Job Description

What Makes a Honda, is Who makes a Honda
Honda has a clear vision for the future, and it’s a joyful one. We are looking for individuals with the skills, courage, persistence, and dreams that will help us reach our future-focused goals. At our core is innovation. Honda is constantly innovating and developing solutions to drive our business with record success. We strive to be a company that serves as a source of “power” that supports people around the world who are trying to do things based on their own initiative and that helps people expand their own potential. To this end, Honda strives to realize “the joy and freedom of mobility” by developing new technologies and an innovative approach to achieve a “zero environmental footprint.”

We are looking for qualified individuals with diverse backgrounds, experiences, continuous improvement values, and a strong work ethic to join our team.

If your goals and values align with Honda’s, we want you to join our team to Bring the Future!

Job Purpose

An Incentive (Sales) Auditor is responsible for reviewing and ensuring a dealership’s compliance with sales incentive policies and procedures, and for supporting the dealership’s integrity in various sales incentive programs offered by AHM

Key Accountabilities

Desk Audit:

  • Analyse Retail Delivery Reporting (RDR) information to identify a dealership to be audited.
  • Prepare a list of RDR to be audited, notify the dealership and request retail sale contracts.
  • Gather and validate evidence and identify inconsistencies or non-conformities with AHM Automobile Incentive Programs Rules, Terms, and Conditions.
  • Provide the dealer with an audit summary and notice of chargeback if any incentives need to be returned to AHM at the conclusion of the audit.
  • Request chargeback approval according to dealer’s state law, specifically statute of limitation.

Administrative tasks:

  • Monitor desk audit activities to ensure the audit activity log remains current and accurate.
  • Regularly monitor the department email inbox and ensure all incoming correspondence is promptly distributed to the appropriate auditor.
  • Call the dealership to confirm the receipt of the audit request letter, the list of vehicle sales to be audited, and scheduled audit date.
  • Answer dealers’ questions.
  • Compile and provide a list of vehicle sales to be audited for use by other field and desk auditors.
  • Review audited vehicle sales submitted by other auditors, and compile and distribute the corresponding notice of chargeback package.

Qualifications, Experience, and Skills

Minimum Educational Qualifications :

  • Bachelor's degree in business, finance, or equivalent experience.

Minimum Experience :

  • Minimum of 1 – 3 years in automotive related field preferred.

Other Job-Specific Skills :

  • Basic to Intermediate proficiency in Microsoft Office application (Excel, Word, and PowerPoint).
  • Customer service experience a plus

Job Dimensions

No. of Direct Reports : 0

No. of Indirect Reports : 0

Financial Dimensions : $200,000 to $1.0 million incentive recovery

Decisions Expected

  • Validate evidence and identify inconsistencies or non-conformities with AHM Automobile Incentive Programs Rules, Terms, and Conditions.
  • Determining when to escalate irregularities, inconsistencies, or potential non-compliance risks to management or relevant AHM stakeholders for further review or corrective action.

Working Conditions

  • Available to travel

What differentiates Honda and make us an employer of choice?

Total Rewards:

  • Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.)
  • Paid Overtime
  • Regional Bonus (when applicable)
  • Industry-leading Benefit Plans (Medical, Dental, Vision, Rx)
  • Paid time off, including vacation, holidays, shutdown
  • Company Paid Short-Term and Long-Term Disability
  • 401K Plan with company match + additional contribution
  • Relocation assistance (if eligible)

Career Growth:

  • Advancement Opportunities
  • Career Mobility
  • Education Reimbursement for Continued Learning
  • Training and Development programs

Additional Offerings:

  • Tuition Assistance & Student Loan Repayment
  • Lifestyle Account
  • Childcare Reimbursement Account
  • Elder Care Support
  • Wellbeing Program
  • Community Service and Engagement Programs
  • Product Programs

Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.

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Agriculture Loan Officer

43082 Westerville, Ohio Gpac

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Job Description

Agricultural Loan Officer

Agriculture loan officers, or agricultural lenders, work to help farmers and rural citizens obtain funds needed to fund their operations, purchase property, and more. Ag lending is more than just cold-calling prospects. The right individual will need to meet with farmers and business owners face-to-face to build relationships. An agricultural lender has knowledge of the industry, the market area, and keeps up to date with rules and regulations. This company is looking for an individual who is family-oriented and has a passion for the Ag industry and helping others.

Agricultural Loan Officer Requirements:
  • 1+ years of community banking experience.
  • Personal and professional experience in Agriculture is a must.
  • Outstanding verbal and written communication skills.
  • Exceptional negotiation skills.
  • Bachelor's degree or corresponding education and related training.

Agricultural Loan Officer Responsibilities
  • Manage and grow a loan portfolio
  • Make sales calls to achieve sales goals
  • Meet benchmarks in multiple facets including but not limited to profitability and credit quality
  • Promote new business development
  • Work well with support staff and executive management

This opportunity includes an excellent compensation and benefits package. This bank prides itself on retaining employees and has one of the best tenure backgrounds in the area.

I partner with companies all over and work with other GPAC recruiters in the U.S. to place qualified candidates with strong companies. To be considered for this position and others, please apply with a resume. With any more questions or inquiries, reach out to Erika Beavers at .

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
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Audit Senior Associate, Financial Services

43216 Columbus, Ohio KPMG

Posted 1 day ago

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Job Description

Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Working Mother Magazine, Diversity Inc. and others. If you're as passionate about your future as we are, join our team. KPMG is currently seeking an Audit Senior Associate to join our Audit practice. Responsibilities: * Execute the day-to-day activities of audit engagements of various Financial Services clients including Securities and Exchange Commission (SEC) registrants and supporting the execution of a high-quality audit * Identify and communicate potential issues and opportunities for audit efficiencies and process improvement to Managers and Partners * Coordinate the day-to-day activities of audits and client interactions and ensuring efficient information flow from the client to the audit team * Support the design and execution of an engagements audit approach and procedures in accordance with relevant regulatory professional auditing and assurance standards and applicable firm guidance and KPMG methodology * Demonstrate a working knowledge and staying current on developments in accounting literature including those specific to assigned industries * Supervise Audit Associates and Interns on engagements and providing coaching timely feedback and reviewing their audit documentation Qualifications: * Minimum two years of recent audit experience in public accounting * Bachelors degree from an accredited college/university and be eligible to sit for the CPA exam in the state of your home office and must meet minimum educational requirements for the CPA licensure * Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and accounting procedures * Ability to meet challenging client requirements demonstrated supervisory experience along with strong communication interpersonal analytical skills and research abilities * Strong knowledge and experience of audits within the Financial Services Sector * Adhere to the firms values and code of conduct * Ability and willingness to travel KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
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Branch Support Manager

43082 Westerville, Ohio Wells Fargo

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About this role: Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Lead or participate in support functions for multiple business groups and contribute to large scale strategic initiatives * Lead in the execution of various supervisory approvals for the Brokerage Support team including, supervisory review and approval of operational transaction requests including but not limited to, asset movement, account maintenance, order errors, document approvals and various remediation projects to ensure timely completion, quality, and compliance * Lead, participate and collaborate with peers, colleagues and mid-level managers in adherence, development and interpretation of policies, procedures, and compliance requirements * Act as the primary point of escalation for operational controls, technology and service inquiries from Financial Advisors, Client Associates, Operations and other branch and Support Center employees to resolve complex issues related to work allocation, and daily operations * Lead or participate in research and resolving moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy, policies, procedures, and compliance requirements * Work independently to identify, strategize and make recommendations for support function by providing support and leadership * Provide leadership in management of relationships, participate in planning and execution of programs, services, and initiatives that may include risk mitigation, efficiency, and customer experience with cross functional business partners * Identify and provide consultation on opportunities for process improvement and risk control development * Lead and support the onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets * Lead projects, teams or serve as a mentor for those who are less experienced; guide talent development and assist local management in hiring talent for Client Associates within assigned markets Required Qualifications: * 4+ years of Financial Services Industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration Desired Qualifications: * 1+ years of leadership experience * Successfully completed FINRA Series 9/10 to qualify for immediate registration (or FINRA recognized equivalents) * Familiarity with Support Center model * Knowledge and understanding of branch exams and regulatory requirements from an operational support perspective * Strong client service skills * Strong attention to detail and accuracy skills * Effective organizational, multi-tasking, and prioritizing skills * Strong verbal, written, and interpersonal communication skills Job Expectations: * US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 65 or 66 examinations or equivalent must be completed within either a 90 or 180-day time period, depending upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required * This role requires a FINRA supervisory license and may require working in the assigned office location for at least one year from the hire date. Any supervisory role employee holding a FINRA supervisory license, who has answered affirmatively to certain Form U4 Section 14 regulatory questions/disclosures, will be ineligible to work from a location other than their assigned office location * Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. * This position is not eligible for Visa sponsorship. This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Posting Locations: 380 Polaris Pkwy., Westerville, OH Georgetown Rd., Hudson, OH Fulton Dr NW, Canton, OH 44718 1 Easton Oval, Columbus, OH Longshore Loop Ste 200, Dublin, OH Chagrin Blvd Ste 150, Cleveland, OH Embassy Pkwy., Akron, OH Boardman Canfield Rd Ste C, Canfield, OH Montgomery Rd., Cincinnati, OH Crossleigh Court, Ste 100, Toledo, OH 43617 Posting End Date: 2 Oct 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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Mortgage Loan Officer

43201 Columbus, Ohio PNC

Posted 1 day ago

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Job Description

**Position Overview** Job Description Summary 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(n) Mortgage Loan Officer within PNC's Mortgage organization, you will be based in Columbus and / or Cincinnati, OH market. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Recommends loan solutions in accordance with lending guidelines and clients' requirements. + Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls. + Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency. + Collaborates with internal and external stakeholders to complete mortgage transactions. + Collects and analyzes customer financial information for multifaceted and/or complex borrowers. 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** Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales **Competencies** Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling. **Work Experience** Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** No Degree **Certifications** No Required Certification(s) **Licenses** Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. **Pay Transparency** Base Salary: $37,440.00 - $37,440.00 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 09/04/2025, 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; 8 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 Your PNC Total Rewards ( . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at . 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.
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Financial Services - Consulting - Guidewire - Business Analyst - Senior

43224 Columbus, Ohio EY

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Job Description

Location: Anywhere in country.

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

Guidewire – Business Analyst – Senior

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

The opportunity

Insurers across the globe are investing heavily in technology-enabled transformation programs. A number of solution “hot spots” exist today, such as in claims, underwriting, policy and billing. Our ambition is to be the C-suite advisor for insurance technology-enabled transformation programs, recognized by our clients for our insightful thought leadership, pro-activity in meeting their needs and having truly globally integrated capabilities. Typical projects will span the following areas of insurance technology-enabled transformation:

• Guidewire System Implementation (Policy, Billing, Claims)

• Enterprise Data Management

• Reinsurance Accounting and Reporting Operations/Technology

• Performance Management and Measurement

• Enterprise Technology Expense Reduction

We assist our clients in designing and implementing solutions to improve their organizations' efficiency and effectiveness in the areas of strategy, people, processes and technology.

Your Key Responsibilities

You’ll be responsible for working directly with clients to transform their business problems into technology solutions. The goal is to support our clients' efforts to make their business units more effective and efficient and, where required, provide services in connection with the remediation and mitigation of process risk. You will assist engagement teams through the analysis of specific business requirements for alignment with technology architecture, technology infrastructure design, vendor selection and technology implementation plans that support our clients.

Skills and attributes for success

  • Demonstrate a comprehensive understanding of business needs and requirements, and an ability to translate business requirements into technical specifications, collaborating with technical teams (e.g., architects) to design and deliver system architecture solutions

  • Remain current on new developments in services capabilities and industry knowledge

  • Advise clients on a variety of business process services that help identify, assess, manage and measure the organization’s capabilities; team with client technology professionals or third-party strategic alliances to provide implementation of technology solutions

  • Provide insights and recommendations from different data sources to help verify that the solution/technology is meeting business requirements, and identify new projects and opportunities for additional services

  • Collaborate with client engagement teams with diverse skills and backgrounds, mentor junior resources on the team, and foster an innovative and inclusive team-oriented work environment

To qualify for the role, you must have

  • Bachelor’s degree in Computer Science, Engineering, Technology, Industrial Administration, Business or a related field and 3+ years of progressive, post-baccalaureate work experience defining business and technical requirements; alternatively, a master’s degree in Computer Science, Engineering, Technology, Industrial Administration, Business or a related field and 2+ years of work experience defining business and technical requirements

  • Previous application experience in any of the following:

  • Guidewire, OneShield, Exigen/EIS, MajescoMastek, Duck Creek, Insurity, Sapiens/Adaptik, FirstBest, Business Objects, Cognos, Informatica

  • Proficiency in one or more of the following competencies:

  • System and vendor selection and implementation

  • Definition of business and technical requirements

  • Design of business and technology architecture

  • Business intelligence/decision support

  • Program/project management and implementation planning (PMO)

  • Strong relevant experience in either an internal or external business analysis role, or similar, evidenced by experience in gathering and interpreting business requirements, and

  • developing technical requirements and specifications

  • Experience with Agile SCRUM methodology, business analysis methodologies and business analysis documentation standards

  • Knowledge of software engineering methodologies, reporting tools, process flows, data flows, traceability matrices, modeling and testing strategies

  • Excellent written and verbal communication skills for technical writing and client presentations

  • Ability to form relationships with business stakeholders and SMEs, and help them envision the future state and the change needed to facilitate it

  • Ability to demonstrate strategic thinking through a proven ability to research client inquiries and emerging issues related to regulations, industry practice and new application technologies

  • Travel to client site as necessary

Ideally, you’ll also have

  • Experience with management reporting enhancement, business intelligence/decision support, data warehousing/enterprise data design and management, or enterprise application integration

  • Experience with planning and facilitating user acceptance testing and managing associated business relationships

What we look for

We’re interested in self-motivated individuals who can easily function in a high-demand, performance-driven environment. In addition, we’re looking for people who recognize the accomplishments of the team before the individual and are sought after as people developers. If you’re passionate about problem- solving and helping our clients with some of their most complex issues, this role is for you.

What we offer you

At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $101,500 to $86,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 121,700 to 211,300. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.

  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today.

EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at .

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Sr Cloud Financial Operations Analyst - Cloud Platform Team - Remote

43224 Columbus, Ohio Prime Therapeutics

Posted today

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Job Description

Our work matters. We help people get the medicine they need to feel better and live well. We do not lose sight of that. It fuels our passion and drives every decision we make.

Job Posting Title

Sr Cloud Financial Operations Analyst - Cloud Platform Team - Remote

Job Description

The Senior Cloud Financial Operations Analyst (FinOps) will be a key member of the IT Cloud Platform team, driving cloud financial governance, cost optimization, and a culture of accountability for efficient cloud usage and spend. This role partners closely with Finance, Engineering, Architecture, and Procurement to deliver actionable insights, implement best practices, and ensure cloud spend aligns with business goals. While the Finance/FinOps team will lead formal financial forecasting and budgeting, this role will contribute demand forecasts, resource usage projections, and cost insights to support planning. The analyst will lead reporting, optimization, governance, and tooling initiatives across AWS, GCP, and other public cloud platforms, enabling teams with the data, tools, and training needed to make cost-conscious decisions.

Responsibilities

  • Lead cloud cost tracking, demand forecasting inputs, and optimization programs across multiple platforms (AWS, GCP, Azure, OCI).

  • Analyze cost and usage data, identify savings opportunities, and partner with engineering teams for implementation.

  • Establish and maintain governance processes for cost reviews, workload deployments, and migration planning.

  • Collaborate with Finance on budgeting, chargeback/showback, and spend accountability processes; provide accurate demand forecasts and usage trends as inputs.

  • Develop and maintain cloud cost dashboards, custom reports, and KPI tracking for IT, Finance, and business leadership.

  • Administer and enhance cloud financial management tools; coordinate tool onboarding, tagging compliance, and automation initiatives.

  • Engage with cloud provider account teams to incorporate best practices and address service/cost updates.

  • Translate technical cost data into clear business impacts for diverse audiences, including executives.

  • Train and educate engineers and stakeholders on cost management processes and FinOps principles.

  • Partner with Procurement and Vendor Management to optimize contracts and leverage private pricing programs.

  • Other duties as assigned.

Minimum Qualifications

  • Bachelor's degree in business, finance, computer science, or related field; or equivalent combination of education and experience.

  • 5+ years of financial analysis or IT-related experience, including 2+ years in cloud cost management (AWS, GCP, Azure, or OCI).

  • Strong analytical skills with experience using cloud billing tools (AWS Cost Explorer, GCP Billing, Azure Cost Management).

  • Experience with cost allocation, tagging strategies, and demand forecasting in a matrixed organization.

  • Must be eligible to work in the United States without need for work visa or residency sponsorship

Additional Qualifications

  • Advanced knowledge of cloud economics, pricing models, and optimization techniques (e.g., Savings Plans, Reserved Instances, rightsizing).

  • Experience with cloud financial management platforms (Apptio Cloudability, CloudZero, or similar).

  • Strong communication skills; able to present complex technical and financial concepts to non-technical audiences.

  • Ability to manage multiple complex initiatives and drive outcomes across cross-functional teams.

  • Experience with BI/reporting tools (Power BI, Tableau, Quicksight) and advanced Excel skills.

  • SQL proficiency for cost data analysis and automation.

  • Demonstrated ability to influence culture change and implement governance in dynamic environments.

Preferred Qualifications

  • AWS Cloud Practitioner, GCP Cloud Digital Leader, or FinOps Certified Practitioner.

  • Leadership or people management experience.

  • PBM, healthcare, insurance, or reinsurance industry experience.

Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their job, and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures

Every employee must be able to perform the essential functions of the job and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions, absent undue hardship. In addition, Prime retains the right to change or assign other duties to this job.

Potential pay for this position ranges from $81,000.00 - $138,000.00 based on experience and skills.

To review our Benefits, Incentives and Additional Compensation, visit our Benefits Page ( and click on the "Benefits at a glance" button for more detail.

Prime Therapeutics LLC?is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to?race, color, religion, gender, sex (pregnancy, sexual orientation, and gender identity), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law? ?

We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law.

Prime Therapeutics LLC is a Tobacco-Free Workplace employer.

Positions will be posted for a minimum of five consecutive workdays.

Prime Therapeutics' fast-paced and dynamic work environment is ideal for proactively addressing the constant changes in today's health care industry. Our employees are involved, empowered, and rewarded for their achievements. We value new ideas and work collaboratively to provide the highest quality of care and service to our members.

If you are looking to advance your career within a growing, team-oriented, award-winning company, apply to Prime Therapeutics today and start making a difference in people's lives.

Prime Therapeutics LLC?is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to?race, color, religion, gender, sex (including pregnancy), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law. ? ?

We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law.

Prime Therapeutics LLC is a Tobacco-Free Workplace employer.

If you are an applicant with a disability and need a reasonable accommodation for any part of the employment process, please contact Human Resources at or email

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Clinical Financial Case Management Specialist 2

43224 Columbus, Ohio Ohio State University Wexner Medical Center

Posted 8 days ago

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Job Description

Scope of Position

Use of clinical knowledge for the management of complex James Cancer Center ambulatory medical necessity denials through the appeals process. Providing scientific evidence to support cutting edge therapies, and diagnostic services. Providing clinical education to payers regarding current standard of care treatment and other frequently denied services as applicable. Identifying trends, and areas for needed clinical education, to decrease denials where applicable. Submission of pre-determination requests proactively supporting clinicians in efforts to identify areas where loss of revenue is at risk to mitigate that risk. Provide support to the CBO Medicare billing area in the form of correcting billing errors before the bill is sent to the payer. Provide clinical support for the review of clinical data to access current policies and processes impacting revenue. Provide coverage support to the pre-certification area when clinical intervention is required.

Position Summary

Goals and objectives include: Continue to foster effective working relationships with Nurse Managers, clinical staff, and CBO departments providing education and clinical support as appropriate. Pursue hospital reimbursement related to patient services, and other special projects that will decrease loss of revenue, and support the Mission of the James. Facilitates education as needed to ensure compliance, and support strong business practices for the clinical areas.

Minimum Qualifications
Associate Degree in Nursing preferred. Minimum of 3 years oncology experience preferred. Experience with Windows, Excel, Access, and Intranet/internet navigation tools. Minimum of 3 years experience in the field of oncology with solid clinical skills and current clinical practices required. Experience in physician practice, and/or utilization review a plus. Knowledge of Medicare and commercial insurance reimbursement preferred. Strong knowledge of ICD-9-CM, HCPCs, and CPT coding preferred. Excellent verbal and written skills required. Proficient in the use of computer based research and medical record documentation required. Use of computer based billing systems, and databases a plus.

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