535 Banking & Finance jobs in Columbus

• 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.

• 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

• 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.

• 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

• 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?

• 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

• 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.

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.

• 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

• 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.

• 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.

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.

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care.

What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrows health today, we want to hear from you.

The CoverMyMeds Financial Planning & Analysis team is looking for a Sr Financial Analyst to join our Product FP&A team. In this role, youll provide financial analysis to assist management in making decisions regarding strategic planning and profitability for CMMs Access products (including PA+, and HubExpress). This position will support Ad hoc reporting, forecasting, budgeting, long range planning, variance analysis, and other finance-related projects. Youll partner with network operations, analytics and pricing teams throughout the organization to provide financial reporting and ad hoc analysis. In addition, you will provide information to consolidations FP&A for segment reporting deliverables - including monthly results and variance analysis.

We seek an inquisitive, high-integrity professional who enjoys problem-solving and partnering with cross-functional product teams to drive long-term growth for the segment.

* Our preferred candidate must reside in the Columbus, OH area to support a hybrid work scenario.

Key Responsibilities

Your daily responsibilities may change depending upon business needs, but you can expect the following:

Financial Planning & Analysis

• Product-level planning and reporting activities, including reporting monthly results and completing monthly rolling forecasts, annual budget planning, and strategic long-range planning
  
• Report key drivers of revenue for the Access portfolio, including organic growth, new sales, attrition/terminations, and price/volume impacts
  
• Conduct variance analyses to understand differences between actual, forecasted, and budgeted results from large sets of data
  
• Identify trends or issues requiring attention and communicate them effectively to appropriate stakeholders
  
• QA, maintain, or develop forecast assumptions within forecasting system
  
• Drive efficiencies in financial reporting through use of automated tools and full utilization of capabilities in new SAC financial planning system.
  
• Work on special projects as requested.
  

• Collaborate with the Pricing team to maintain, evaluate, and interpret product profitability models to support customer pricing strategies
  
• Partner with Network Operations to develop volume forecasts informed by marketing initiatives and contractual agreements
  
• Build and maintain strong cross-functional relationships with leaders across product, commercial, and other teams to ensure financial planning aligns with strategic business goals
  
• Work closely with the Analytics team to manage dynamic forecasting processes and drive continuous improvements in forecasting accuracy and methodology
  

• Bachelors degree in Finance, Accounting, Economics, or Business Administration or equivalent (advanced degree is a plus) and 7+ years of experience in Financial Planning & Analysis or equivalent Finance roles, preferably in the healthcare industry, either healthcare IT, Pharmacy, and/or Pharma
  

• The ideal candidate is self-motivated, has strong communication and analytical skills, and has extensive finance expertise
  
• Success in this role requires a proactive, self-motivated, and hands-on professional who thrives in a high-growth, entrepreneurial, and team-oriented environment
  

• ERP and Planning tool experience: (NetSuite, and SAC): Willingness to learn and improve upon data reporting and summarization
  
• Ethical Behavior : Demonstrates a strong understanding of ethical practices and ensures own behavior and that of others aligns with organizational values
  
• Relationship Building : Establishes and maintains positive working relationships with internal and external stakeholders to achieve organizational goals
  
• Effective Communication : Communicates clearly and effectively through speaking, listening, and writing, using appropriate tools and techniques
  
• Teamwork : Demonstrates a track record of building and managing high-performing finance teams, working cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness
  
• Organization : Sets priorities, develops work schedules, monitors progress towards goals, and effectively tracks details, data, information, and activities
  
• Planning : Determines strategies to move the organization forward, sets goals, creates and implements action plans, and evaluates the process and results
  
• Problem Solving : Assesses problem situations, identifies causes, gathers and processes relevant information, generates possible solutions, and makes recommendations to resolve problems
  

• Identifies and understands issues, problems, and opportunities; compares data from different sources to draw conclusions; uses effective approaches for choosing courses of action or developing appropriate solutions; takes action that is consistent with available facts, constraints, and probable consequences. (Professional Judgment)
• Compiles, organizes and formats data, including qualitative analysis required for internal and external reporting. Identifies and researches reporting issues, provides recommendations, and assists with the adoption of new reporting requirements. (Reporting)
• Recognizes situations where the regulatory framework and rate case outcomes drive our business; Supports regulatory initiatives by gathering data and preparing regulatory schedules and/or preparing pro-forma calculations, testimony and data requests; Assists with review and analysis of regulatory documents; Appreciates the application of the regulatory construct to our business. (Regulatory)
• Understands terminology and developments. Knows when to and can apply technical knowledge to processes, procedures, and tasks. (Technical/Professional Knowledge and Skills)
• Demonstrates a working knowledge of financial statements, metrics and measures, and key strategic business initiatives; Understands and utilizes economic and industry data as it relates to job responsibilities. (Business Acumen)
• Demonstrates a working knowledge of the operating plan and role in the finance organization; Has a general knowledge of other departments' role in the finance organization; Collaboratively develops solutions between corporate and business units. (Understanding Finance)
• Demonstrates our commitment to quality by documenting work fully and accurately. (Documentation of Work Performed)
• Takes action to identify, analyze and improve existing processes within our organization to maximize opportunities for efficiency and effectiveness and meet new goals and objectives. (Continuous Process Improvement)

• Bachelor's degree in Finance, Accounting, Economics, or a related field from an accredited institution.
• At least 2 years of progressive experience in financial analysis, treasury, accounting, or regulatory finance, preferably within a regulated industry such as utilities or energy.
• Proficient skills in Microsoft Excel, including financial modeling/data analysis and familiarity with a Treasury Work Station is a plus.
• Financial Acumen- Understands basics of finance and accounting, including the relationships between segments of the financial statements (e.g. balance sheet, income statement, and cash flow)
• Continuous Improvement - Originating action to improve existing conditions and processes; identifying improvement opportunities, generating ideas, and implementing solutions.
• Data analysis - Analyze information from a variety of sources to detect trends, associations, cause-effect relationships and other anomalies.
• Time management - Effectively manage time to ensure deadlines are met and quality is achieved.
• Networking- Strong interpersonal skills and experience working cross-functionally.
• Quality Orientation- Demonstrates a strong commitment to accuracy and precision by developing and executing processes and deliverables that are consistently free from errors, omissions, or defects.

• Certified Public Accountant (CPA)
• Certified Treasury Professional (CTP)

Join to apply for the Sr Financial Analyst I role at EXPRESS

Join to apply for the Sr Financial Analyst I role at EXPRESS

About PHOENIX

P HOENIX Retail, LLC is a retail platform operating the Express and Bonobos brands worldwide. Express is a multichannel apparel brand dedicated to a design philosophy rooted in modern, confident and effortless style whether dressing for work, everyday or special occasions. Bonobos is a menswear brand known for being pioneers of exceptional fit and a personalized, innovative retail model. Customers can experience our brands in over 400 Express retail and Express Factory Outlet stores, 50 Bonobos Guideshops, and online at and

Overview

About PHOENIX

P HOENIX Retail, LLC is a retail platform operating the Express and Bonobos brands worldwide. Express is a multichannel apparel brand dedicated to a design philosophy rooted in modern, confident and effortless style whether dressing for work, everyday or special occasions. Bonobos is a menswear brand known for being pioneers of exceptional fit and a personalized, innovative retail model. Customers can experience our brands in over 400 Express retail and Express Factory Outlet stores, 50 Bonobos Guideshops, and online at and

About Express

Express is a multichannel apparel brand dedicated to creating confidence and inspiring self-expression. Since its launch in 1980, the brand has embraced a design philosophy rooted in modern, confident and effortless style. Whether dressing for work, everyday or special occasions, Express ensures you look and feel your best, wherever life takes you.

The Company operates over 400 retail and outlet stores in the United States and Puerto Rico, the express.com online store and the Express mobile app.

Responsibilities

The Senior Financial Analyst is responsible for conducting and documenting complex financial analysis projects. Responsible for reporting financial results relating to sales, margin/inventory, expenses, cash flow or capital spend and related specifics as well as forecasting those implications to the total financial forecast. Develop and maintain daily/weekly/monthly business reporting needs. Leads in preparation of seasonal budgets, long range planning and weekly forecasting process. Typically reports to a Finance Manager. May provide functional advice or training to less experienced analysts.

Key Responsibilities

• Weekly P&L forecasting including Risk / Opportunity assessment
• Ensure the achievement of profit objectives and analyze business issues and opportunities
• Annual / Seasonal Budget / Long Range Planning co-ordination and collaboration with cross functional partners
• Ad hoc analytics /miscellaneous reporting - long term/short term special projects
  
  

• Bachelor's degree (finance, accounting, engineering, economics majors preferred)
• Advanced degree, CPA or MBA a plus
  
  

• 5-7 years of financial analysis experience
• Prior retail finance / accounting experience a plus
  
  

• Extreme focus on data accuracy
• Ability to model complex business questions/issues
• Ability to think analytically and creatively
• Ability to meet tight deadlines and handle multiple tasks/projects
• Demonstrated leadership skills and strong interest in advancement
• Ability to work in a dynamic, fast changing environment
• Ability to work with various levels of management throughout the organization
• Excellent verbal and written communication skills
• Self starter and motivator, ability to remain focused and on task with minimal direction
• Advanced PC skill proficiency including Microsoft Word, Excel, Access and PowerPoint
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Strategy/Planning, Finance, and Accounting/Auditing
• Industries Retail

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Morehouse School of Medicine (MSM) is a place of distinction, serving as the nations leading academic medical center for vulnerable populations. Its also a place for passionate individuals looking to join a dedicated community working today to help prepare tomorrows leaders.

We exist to:

1. Improve the health and well-being of individuals and communities;
2. Increase the diversity of the health professional and scientific workforce;
3. Address primary health care through programs in education, research and service;

Posting Number: NONAC3489

Job Title: Financial Analyst

Position Type: Non-Faculty

Number of Vacancies: 4

Department: (Department Name)

Position Summary: This position will be responsible for supporting the financial and budgetary planning functions at MSM. The Financial Analyst will possess a broad knowledge of financial analysis and management skills. The Financial Analyst is responsible for developing financial data and analysis to inform the department/units leadership on operational, financial, and strategic decision-making.

Responsibilities/Duties:

• Consolidate and analyze financial data.
• Provide creative alternatives and recommendations to reduce costs and improve financial performance.
• Assemble and summarize data to structure sophisticated reports on financial status and risks.
• Develop financial models, conduct benchmarking and process analysis.
• Conduct business studies on past, future and comparative performance and develop forecast models.
• Identify trends, advise and recommend actions based on sound analysis.
• Track and determine financial status by analyzing actual results in comparison with forecasts.
• Reconcile transactions by comparing and correcting data.
• Consult with management to guide and influence long term and strategic decision making within the broadest scope.
• Drive process improvement and policy development.
• Propose improvements to systems and methods of work and analysis and contribute to ensuring that they are continuously adapted to business requirements.
• Monitor the data integrity of service line profitability reporting and the decision support system.
• Develop revenue/expense projections based upon financial factors.
• Prepare various analytics, feasibility studies, ROIs, and leadership reports as needed.
• Develop/recommend improved monitoring and reporting operation methods and quality performance data.
• Support the annual budget process with volume and financial projections.
• Collect and analyze data and coordinate the reporting of key financial metrics on a monthly and ad hoc basis.
• Analyze new opportunities/relocations in consideration of business objectives, space, and capital requirements and ROI projections.
• Review actual vs. budget performance monthly and assist with budget variance explanations for needed Service Lines.

Minimum Qualifications:

• Bachelors degree in accounting, finance, or a business-related discipline from a regionally accredited college or university is required;
• Minimum of five (5) years of progressive experience in business operations or relevant work experience;
• Strong interpersonal and communicative skills;
• Ability to convey and explain complex information in a simplified way to others;
• Proficiency in multi-tasking, time management, and in establishing and organizing priorities;

Preferred Qualifications:

• Masters degree in business or healthcare administration is strongly preferred;
• Prior work experience in an academic, clinical, and/or research institution is strongly preferred;
• Experience in implementing the strategic mission of the institution.

Morehouse School of Medicine is an equal opportunity/equal access/affirmative action employer fully committed to achieving a diverse workforce and complies with all Federal and Georgia State laws, regulations, and executive orders regarding non-discrimination and affirmative action. Morehouse School of Medicine does not discriminate on the basis of race, age, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, or gender identity or expression.

Pre-Employment/Employment Requirements: All offers of employment are contingent upon successful completion of all pre-employment screenings.

Immunization Requirements: It is MSMs Immunization policy that all Prospective Employees are encouraged to provide proof that they are vaccinated against COVID-19 prior to commencement of employment. If employment will commence during Flu Season, MSM requires all individuals to provide proof that they are vaccinated against Seasonal Influenza for the current Flu Season, unless granted an exemption. Failure to provide proof of vaccination for any required vaccines or obtain an exemption from MSM will result in rescission of a candidates offer of employment or disciplinary action up to and including termination.

Posting Specific Questions: Required fields are indicated with an asterisk (*).

• * Describe any prior experience related to financial analysis and or cost accounting.

  (Open Ended Question)

• * Describe your experience in creating reports utilizing Finance/Accounting data and performing financial functions?

  (Open Ended Question)

• * List any professional finance/accounting certifications that you currently hold.

  (Open Ended Question)

• * Please provide your salary requirement. Do Not Enter Negotiable, a specified salary range is required. Not providing a salary requirement will result in your application being incomplete and will not be considered.

  (Open Ended Question)

Required Documents:

• Cover Letter
• Curriculum Vitae or Resume

Optional Documents:

• Letter of Reference 2
• Letter of Reference 3
• Professional License
• Other Document

Our vision is to lead the creation and advancement of health equity.

Morehouse School of Medicine
720 Westview Drive
Atlanta, GA 30310

Partner Site(s): Morehouse Healthcare

Financial Oversight Review and approve remote sites month-end close Facilitate the development of monthly forecasts and annual budgets for assigned sites; approve site submissions and provide feedback Analyze the financial performance of assigned sit Financial Analyst, Financial, Analyst, Accounting, Operations, Business, Banking

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.
  
  

• 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)