7 Cfa jobs in Cleveland

Join the Cleveland Clinic team, where you will work alongside passionate caregivers and provide patient-first healthcare. Cleveland Clinic is recognized as one of the top hospitals in the nation. At Cleveland Clinic, you will receive endless support and appreciation and build a rewarding career with one of the most respected healthcare organizations in the world.
Whether or not you serve in a clinical role, every member of the Cleveland Clinic team is a caregiver. As a Financial Analyst III, you will be supporting Medicare, Medicare Advantage, and Medicaid rates and reimbursement, representing more than $6 billion in annual net patient revenue. In this role, you will provide financial and RCM data, reporting and analysis, manage general ledger reconciliations and expense reviews and collaborate with the Reimbursement team on Medicare and Medicaid Cost Reports and third-party month-end activities, with a focus on Worksheet S-10 and Wage Index.
**A caregiver in this position works remotely out of Ohio or Florida, Monday - Friday from 8:00am-4:30pm.**
A caregiver who excels in this role will:
+ Prepare, analyze and communicate key financial information.
+ Provide support to management and other caregivers regarding financial reporting and other issues.
+ Assist with budget preparation, budget review for compliance and financial planning processes.
+ Consult with all levels of management to provide decision support for initiatives, policies and procedures.
+ Perform special projects and duties related to research, forecasting and conflict resolution as assigned.
Minimum qualifications for the ideal future caregiver include:
+ Bachelor's Degree in Accounting, Finance, Business or a related field **and** three years of financial management or general analytical experience
+ **OR** Cleveland Clinic Fellow experience **and** two years of experience
+ **OR** Master's Degree **and** two years of experience
+ Ability to complete complex analytical, consultative and information support through analysis and report preparation
+ Demonstrated understanding of key performance indicators (KPIs), cash flow analysis, product line analysis and proposal development
Preferred qualifications for the ideal future caregiver include:
+ Master's Degree
+ Certified Public Accountant (CPA) or Certified Management Accountant (CMA) Certification
+ Healthcare experience
+ Experience working in finance and/or accounting
+ Microsoft Excel skills
+ Financial analytic skills
Our caregivers continue to create the best outcomes for our patients across each of our facilities. Click the link and see how we're dedicated to providing what matters most to you: Requirements:**
+ Ability to communicate and exchange accurate information.
+ Ability to perform work in a stationary position for extended periods.
+ Ability to work with physical records or operate a computer or other office equipment.
+ In some locations, ability to travel throughout the hospital system.
+ In some locations ability to move up to 25 lbs.
**Personal Protective Equipment:**
+ Follows Standard Precautions using personal protective equipment as required for procedures.
**Pay Range**
Minimum Annual Salary: $2,270.00
Maximum Annual Salary: 79,727.50
The pay range displayed on this job posting reflects the anticipated range for new hires. A successful candidate's actual compensation will be determined after taking factors into consideration such as the candidate's work history, experience, skill set and education. The pay range displayed does not include any applicable pay practices (e.g., shift differentials, overtime, etc.). The pay range does not include the value of Cleveland Clinic's benefits package (e.g., healthcare, dental and vision benefits, retirement savings account contributions, etc.).
Cleveland Clinic Health System is pleased to be an equal employment employer: Women / Minorities / Veterans / Individuals with Disabilities

Join Cleveland Clinic's Main Campus where research and surgery are advanced, technology is leading-edge, patient care is world class and caregivers are family. Here, you will work alongside a passionate and dedicated team, receive endless support and appreciation, and build a rewarding career with one of the most respected healthcare organizations in the world.
As a Financial Analyst II, you will prepare, analyze, and report key financial and revenue cycle management (RCM) information, developing both standard and ad hoc reports to support the needs of the enterprise. In this role, you will ensure organizational compliance with payroll tax requirements and manage risk exposure by verifying that all processes and procedures are performed accurately, thereby minimizing penalties and interest. This position offers the opportunity to work on complex, high-impact projects within a dynamic team, providing exposure and professional growth while contributing to the organization's financial health and compliance.
**A caregiver in this role works remotely from 8:00 a.m. -- 5:00 p.m.**
**_Candidates must reside in Cleveland, Ohio and be available for on-site meetings or town halls as needed._**
A caregiver who excels in this role will:
+ Prepare, analyze and communicate key financial information and provide support to management and other staff members regarding financial reporting and other related issues.
+ Assist with budget preparation and financial planning processes and budget review for compliance and opportunities.
+ Serve as consultant to all levels of management to provide decision support for initiatives, policies and procedures.
+ Complete special projects and duties including providing necessary research, forecasting and conflict resolution.
+ Assist with balancing periodic (monthly, quarterly, annual) payroll tax returns (e.g., 941, W-2, state and local equivalents).
+ Work with third-party tax service (ADP), tax agencies, and internal departments to ensure payroll tax notices are responded to timely and accurately.
+ Perform pre-payroll tax audits to ensure accuracy and maintain tax compliance.
+ Monitor change report for location and job changes and make necessary updates to caregiver records in Workday.
+ Assist in process improvement initiatives to enhance payroll tax efficiency and accuracy.
Minimum qualifications for the ideal future caregiver include:
+ Bachelor's Degree in Accounting, Finance, Business or a related field
+ **OR** Associate's Degree **and** two years of experience
+ **OR** High School Diploma/GED **and** four years of experience
+ Ability to complete basic analytical, consultative and information support through analysis and report preparation.
+ Knowledge of key performance indicators, cash flow analysis, product line analysis and proposal development
Preferred qualifications for the ideal future caregiver include:
+ One year of Accounting, Finance, Healthcare, Investment Banking or Management Consulting experience
+ Payroll Tax experience at a local, state and federal level
+ Experience with various governmental jurisdictions to resolve issues/notices
+ Experience with multi-state/entity payrolls in a large sized organization (10,000+ employees)
+ Experience with ERP payroll system (Workday - ADP Smart Compliance)
+ Exposure to year end processes including W-2/W-2c
+ Microsoft and Excel skills
+ Bloomberg BNA and tax research skills
Our caregivers continue to create the best outcomes for our patients across each of our facilities. Click the link and see how we're dedicated to providing what matters most to you: Requirements:**
+ Ability to communicate and exchange accurate information.
+ Ability to perform work in a stationary position for extended periods.
+ Ability to work with physical records or operate a computer or other office equipment.
+ In some locations, ability to travel throughout the hospital system.
+ In some locations ability to move up to 25 lbs.
**Personal Protective Equipment:**
+ Follows Standard Precautions using personal protective equipment as required for procedures.
**Pay Range**
Minimum Annual Salary: $43,200.00
Maximum Annual Salary: $65,880.00
The pay range displayed on this job posting reflects the anticipated range for new hires. A successful candidate's actual compensation will be determined after taking factors into consideration such as the candidate's work history, experience, skill set and education. The pay range displayed does not include any applicable pay practices (e.g., shift differentials, overtime, etc.). The pay range does not include the value of Cleveland Clinic's benefits package (e.g., healthcare, dental and vision benefits, retirement savings account contributions, etc.).
Cleveland Clinic Health System is pleased to be an equal employment employer: Women / Minorities / Veterans / Individuals with Disabilities

**Company:** Davey Resource Group, Inc.
**Locations:** Richfield, OH
**Additional Locations:** Richfield, OH
**Work Site:** On Site
**Req ID:**
**Position Overview**
Efficient operations is essential in the ability of Davey Resource Group, Inc. (DRG) to perform work for our clients in the communication and utility industries. It is critical that operations managers can see and analyze financial information to help them make better business decisions. The Operations Financial Analyst will be integral to tracking key metrics, reporting on those metrics, and working closely with operations teams to perform root cause analysis on issues that arise. A strong working relationship with a high level of trust across the organization will be critical to success in this role. This role is highly interactive in a team environment and a high level of energy and positive attitude will be important to the position. The ideal candidate will have a strong accounting background, proven experience in financial planning and analysis, and significant experience with SAP.
**Job Duties**
**What You'll Do:**
+ Develop and maintain financial models to support budgeting, forecasting, and long-range planning.
+ Conduct in-depth financial analysis to identify trends, variances, and opportunities for improvement, working with the Operations team to drive accurate projections and commentary.
+ Prepare comprehensive financial reports and presentations for senior and operations field management.
+ Collaborate with various departments to gather financial data and ensure accuracy.
+ Assist in the annual budget process and periodic re-forecasts.
+ Support the monthly close process by providing insightful variance analysis, including accrual accuracy.
+ Identify and implement process improvements to enhance efficiency and accuracy in financial reporting.
+ Utilize SAP for data extraction, analysis, and reporting.
+ Ad-hoc analysis and special projects as required.
**Qualifications**
**Skills We're Seeking:**
+ 3-5 years of progressive experience in financial planning and analysis
+ Preferred background in utilities, telecommunications, construction, or service industries, working closely with Operations teams.
+ Strong accounting background, including knowledge of GAAP and financial statement analysis.
+ Involvement with the month-end close and/or preparation of expense accruals.
+ Proven experience with SAP (FI/CO/SAC-P modules preferred).
+ Experience with financial modeling and forecasting techniques.
+ Familiarity with Google Suite (Sheets, Gmail, etc)
**Education:**
+ Bachelor's degree in Accounting, Finance, or a related field.
+ CPA or MBA a plus.
**Skills**
Technical Skills:
+ Advanced proficiency in Microsoft Excel, Google Sheets (e.g., pivot tables, VLOOKUPs, financial functions).
+ Strong understanding of financial principles and accounting concepts.
+ Proficiency in SAP for financial reporting and data analysis.
+ Experience with other financial planning software is a plus.
Interpersonal Skills:
+ Ability to work independently and as part of a team.
+ Strong interpersonal skills and the ability to build effective working relationships.
+ Proactive and results-oriented.
Analytical Skills:
+ Excellent analytical and problem-solving abilities.
+ Ability to interpret complex financial data and translate it into actionable insights.
+ Strong attention to detail and accuracy.
Communication Skills:
+ Excellent written and verbal communication skills.
+ Ability to present complex financial information clearly and concisely to diverse audiences.
**Additional Information**
**What We Offer: ***
+ Paid time off and paid holidays
+ Opportunities for advancement
+ 401(k) retirement savings plan with a company match
+ Employee-owned company and discounted stock purchase options
+ Group health plan
+ Employee referral bonus program
+ Locations throughout US in major cities and desirable areas
+ Scholarship program for children of employees
+ Charitable matching gift program
*all listed benefits available to eligible employees
The Davey Tree Expert Company is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to protected class, including race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national or ethnic origin, marital or familial status, disability, status as a protected veteran, status as an Aboriginal or Indigenous person, or other classification protected by law.
Utility Asset Management is a division of Davey Resource Group, Inc. (DRG), a Davey company. Davey has been employee-owned since 1979. Our engineering, field services, inspection, and construction teams help keep the world connected, supporting the infrastructure of our electric utility and communications partners. The Davey Tree Expert Company provides research-driven tree services, grounds maintenance and environmental and utility infrastructure consulting for residential, utility, commercial and environmental partners in the U.S. and Canada. We care about our clients, each other and the world around us. We offer the resources, size and stability of a big company while maintaining the culture, entrepreneurial spirit and feel of a small one. We invest in our people, offering industry-leading training, technology, and benefits that lead to a rewarding and safe work experience at all levels. Wherever you want to grow your career, there's a place for you at Davey. To learn more, visit Davey.com.
**Accommodations:** If requested by employee or otherwise as required by law, reasonable accommodations will be made to enable employees with disabilities to perform essential job functions.
**If you need assistance at any time, please contact us at or at** .
**Employment Type:** Permanent
**Job Type:** Full Time
**Travel Expectations:** None

**Role Overview**
Sodexo is seeking a detail-oriented and analytical **Service Operations Financial Analyst 2** provide financial support for healthcare operations at **UH Cleveland Medical Center** located in **Cleveland, OH** . In this role, you will deliver financial insights, reporting, and analysis to enhance operational efficiency and support data-driven decision-making. You will work closely with cross-functional teams to identify trends, forecast performance, and monitor key metrics that impact healthcare service delivery.
**What You'll Do**
+ manage monthly, quarterly and annual accounting and reconciliation of the activities of current and future contracts as assigned per contract terms;
+ conduct monthly analysis of financial performance of clients or contracts assigned;
+ work with Supply Managers and National Account Executives (NAE) to ensure all client volume is being received;
+ interact with all levels of management including NAE of each program, Regional Account Managers, corporate finance, Financial Service Center personnel as well as with the external clients for the contracts the analyst manages;
+ conduct client or contract specific reporting and analysis; and/or
+ conduct ad-hoc reporting and analysis as needed.
**What We Offer**
Compensation is fair and equitable, partially determined by a candidate's education level or years of relevant experience. Salary offers are based on a candidate's specific criteria, like experience, skills, education, and training. Sodexo offers a comprehensive benefits package that may include:
+ Medical, Dental, Vision Care and Wellness Programs
+ 401(k) Plan with Matching Contributions
+ Paid Time Off and Company Holidays
+ Career Growth Opportunities and Tuition Reimbursement
More extensive information is provided to new employees upon hire.
**What You Bring**
+ pay attention to detail;
+ demonstrate strong Excel skills (VLOOKUP, Pivot Tables, modeling) required; Access database knowledge preferred;
+ have effective communication skills (written & verbal);
+ succeed in a team environment;
+ are customer service oriented;
+ have strong finance knowledge, as well as strong research and analytical skills;
+ adapt quickly and learn new tasks independently;
+ demonstrate excellent organizational skills;
+ can manage competing priorities and deadlines; and/or
+ generate bold, creative ideas to improve performance and processes.
**Who We Are**
At Sodexo, our purpose is to create a better everyday for everyone and build a better life for all. We believe in improving the quality of life for those we serve and contributing to the economic, social, and environmental progress in the communities where we operate. Sodexo partners with clients to provide a truly memorable experience for both customers and employees alike. We do this by providing food service, catering, facilities management, and other integrated solutions worldwide.
Our company values you for you; you will be treated fairly and with respect, and you can be yourself. You will have your ideas count and your opinions heard because we can be a stronger team when you're happy at work. This is why we embrace diversity and inclusion as core values, fostering an environment where all employees are valued and respected. We are committed to providing equal employment opportunities to individuals regardless of race, color, religion, national origin, age, sex, gender identity, pregnancy, disability, sexual orientation, military status, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. If you need assistance with the application process, please completethis form ( .
**Qualifications & Requirements**
MinimumEducation Requirement - Associate's Degree or equivalent experience
MinimumFunctional Experience - 2 years
**Location** _US-OH-BEACHWOOD_
**System ID** _ _
**Category** _Finance_
**Employment Status** _Full-Time_
_Exempt_
**Posted Range** _$54100 to $81950_
**Company : Segment Desc** _HOSPITALS_
_On-Site_

**Financial Accounting Analyst**
**Location:** This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
The **Financial Accounting Analyst** is responsible for supporting all month-close functions, including closing, analysis, reporting as well as providing project leadership.
**How You Will Make an Impact**
Primary duties may include, but are not limited to:
+ Reviews and prepares interpretation of accounting transactions and results.
+ Prepares financial, business and process presentations.
+ Identifies complex accounting problems or issues related to workflow processes, researches solutions, and implements corrective steps to achieve higher level of operational efficiency.
+ Coordinates, manages and leads complex projects and processes.
**Minimum Requirements:**
Requires BA/BS in Accounting or Finance and a minimum of 3 years accounting experience; or any combination of education and experience, which would provide an equivalent background.
**Preferred Skills, Capabilities and Experiences:**
+ CPA, CMA, or MBA preferred.
+ Previous work experience with month end close processes, account reconciliation and statutory accounting principles preferred.
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

**Position Overview**
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 Business Systems Analyst Consultant within PNC's Asset Management Technology organization, you will be based in Pittsburgh, PA, Strongsville, OH, Dallas, TX or Birmingham, AL. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
As a Business Systems Analyst Consultant, you will be part of an Agile engineering team where you will be responsible for technical research and analysis within our Asset Management Tech line of business
Due to the nature of this position we are seeking passionate Business Systems Analysts.
Candidates should have experience with the following:
- Partner effectively with the Product Owners in Asset Management.
- Conduct research and analysis for feature development.
- Guide or actively engage in backlog refinement (grooming) sessions to ensure a shared understanding of upcoming work.
- Prioritize backlog items based on their business value, alignment with project goals, and urgency.
- Financial Services industry knowledge.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Provides solutions for IT and business management on applying technology to business opportunities, planning and implementation of cross-functional applications.
+ Participates in identifying, evaluating, and configuring systems that are cost effective and meet business requirements .
+ Monitors client experiences and feedback on the use of business applications; Enhanced system productivity, as needed .
+ Provides senior level consulting services to internal business groups on process improvement projects designed to improve their business results .
+ Analyzes, defines and documents clients requirements, and revises existing systems logic challenges, as necessary .
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**
Application Development, Business Management, Customer Solutions, Design, Group Problem Solving, Process Improvements, Release Management, Software Solutions, User Experience (UX) Design
**Competencies**
Business Assessment, Business Process Modeling, IT Environment, IT Project Management, Requirements Analysis, Technical Writing/Documentation, Workflow Analysis
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
CBAP (Certified Business Analysis Professional) certification preferred.
**Pay Transparency**
Base Salary: $55,000.00 - $120,750.00
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 08/06/2025, 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.