49 Financial Analysts jobs in Cincinnati
Vice President, Financial Planning Director - Mid America Region
Posted 4 days ago
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Job Description
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.
The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term objectives and take the steps necessary to reach their goals.
Becoming a Financial Planning Director at Morgan Stanley will allow you to:
Help Others Achieve Their Goals - You can help others achieve their personal and financial goals and make a difference in their lives.
Develop Industry Expertise- In this role, you will continue to refine your skills and remain current with the ever changing financial services industry
Build a Personally and Financially Rewarding Career - You have the potential to grow your network within Morgan Stanley and leverage your skills to promote career mobility and advancement
Job Responsibilities
- Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability
- Demonstrate expertise in cash flow analysis, investment strategy, retirement planning, income protection, asset protection, and tax strategies
- Collaborate effectively with local management team to prioritize financial planning engagements
- Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy
- Facilitate business growth by driving client loyalty
- Work closely with other solutions specialists to incorporate sophisticated solutions into the client's financial picture
- Drive goals based wealth management strategy with Financial Advisors and their clients
- Deliver exemplary service and financial guidance to clients, including recommendation of suitable investments and proposed financial strategies
- Remain current with all CFP and/or CPWA continuing education requirements
- Comply with all regulatory requirements, including licensing and registrations
Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm's clients in addressing a spectrum of financial and investment needs:
- Holder of a bachelor's degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field
- Current holder of the CFP and/or CPWA designations
- Series 7, 66 licenses required
- Exemplary in communication, presentation, time-management and organizational skills
- Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions.
- Authorization to work in the U.S. without durational restrictions
- Successful completion of background check and pre-employment assessments
- Knowledge of Money Guide Pro preferred but not required
- Indianapolis, IN
- Cincinnati, OH
Hiring Process
Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Financial Analyst
Posted today
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Job Description
Position Summary of the Financial Analyst:
The Financial Analyst will report to the Director of Finance and will directly assist with financial management, guiding Finance, Budget, and Risk Management operations. They advise on fiscal planning matters, embodying our commitment to exceptional service and demonstrating professionalism and prompt resolution in all interactions.
About the Financial Analyst Opportunity:
- Nationwide company growing organically and by acquisition
- Internal Growth opportunities
- Family first environment in a well-established and successful privately held organization
- Great PTO, benefits and W/L balance
Key Responsibilities of the Financial Analyst:
- Perform financial analysis to support strategic decision-making processes
- Prepare monthly, quarterly, and annual financial reports for management review
- Analyze financial data trends to identify opportunities for cost reduction and revenue enhancement
- Assist in development in budgets and forecasts
- Conduct variance analysis to explain differences between actual and budgeted performance
Position Qualifications for the Financial Analyst:
- Bachelor's degree in finance, accounting, business, or related field
- 2 years of related Finance experience
- Access familiarity (+)
- Strong oral and written communication skills.
- Self-motivated with a commitment to excellence and teamwork.
- Integrity, enthusiasm, sensitivity, and stress management abilities.
- Strong decision-making skills and adherence to policies and procedures.
Financial Analyst
Posted 2 days ago
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Job Description
Join to apply for the Financial Analyst role at Pure Romance
3 weeks ago Be among the first 25 applicants
Join to apply for the Financial Analyst role at Pure Romance
Company Overview
Pure Romance is the largest direct seller of relationship enhancement products in the United States. Its premiere line of products is marketed through a distinctive network of in-home parties organized by more than 20,000 independent sales Distributors.
Pure Romance, LLC
Title: Financial Analyst
EEO Job Title: Professional
Classification : Exempt
Company Overview
Pure Romance is the largest direct seller of relationship enhancement products in the United States. Its premiere line of products is marketed through a distinctive network of in-home parties organized by more than 20,000 independent sales Distributors.
You will find a challenging and rewarding career working with a group of motivated professionals in the United States, Canada, Australia, Mexico, and Puerto Rico. Our staff enjoys generous benefits including paid parking, flexible work schedules when needed, and numerous activities throughout the year to boost friendship and camaraderie between departments. Pure Romance rewards exceptional performance with accelerated salary increases and promotion through increased responsibility.
Job Summary
The Financial Analyst will provide analytical support and report directly to the Finance Manager/Team Lead. The Financial Analyst will assist with analytics for all the Pure Romance business segments such as e-Commerce or In-Party Sales, and they will be responsible for analyses in all aspects in their business segment (e.g., budgeting, accounting, sales, product sourcing & mix, acquisitions, and growth initiatives), providing significant exposure to all facets of the organization.
Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Measure performance metrics and budget-to-actual performance; revise projections accordingly.
- Evaluate growth and savings opportunities by determining financial implications, quantifying returns, and identifying risks.
- Identify and monitor industry and competitor trends; recommend improvements accordingly.
- Utilize business intelligence tools (Tableau) and order management systems (Cin7) to develop insightful and useful reporting not only for corporate leadership but for salesforce (distributors) as well.
- Develop thorough understanding of consultant compensation plan. Oversee analysis of relationship between incentives and performance. Track and calculate weekly, monthly, quarterly, and annual compensation payouts to distributors.
- Monitor and report on performance of the website affiliate program for all entities.
- Work with technology staff to automate and enhance reporting effectiveness.
- Assist in the maintenance and enhancement of monthly and annual departmental and international budgets, including income statements, balance sheets and cash flow statements.
- Ad-hoc data analysis as needed.
Competencies
- Self-Motivated and always looking for additional ways to add value to the team.
- Requiring excellent communication skills and professionalism
- Ability to provide clear and concise communication in oral and written form.
- Highly critical and analytical personality; attention to detail.
- Ability to communicate confidently and effectively with manager.
- High level of personal integrity; ability to handle confidential matters professionally.
- Strong ambition to advance through dedicated work and a desire to learn.
This position has no supervisory responsibilities.
Work Environment
Office environment where you would be sitting at a desk working/typing on a computer.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.
While performing the duties of this job, the employee is regularly required to communicate, converse with, and exchange information. The employee is frequently required to be in stationary position at least 50% of the time; use hands and fingers to grab; and reach with hands and arms.
The Employee is occasionally required to run; traverse; and stoop, kneel, crouch or crawl. The employee may occasionally lift or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Travel
This position does not require you to travel.
Required Education And Experience
- Bachelors degree in accounting or finance.
- Strong academic credentials.
- 1-4 years of relevant experience, demonstrating strength of analytical, modeling and communication skills.
- Strong Excel skills. VBA and SQL a plus but not required.
- Experience with systems such as (or comparable to) Tableau, Shopify, Cin7, KNIME and Google Analytics.
- Highly critical and analytical personality; attention to detail.
- Sufficient knowledge of GAAP to maintain financial projections and analyze financial results.
- Seniority level Entry level
- Employment type Full-time
- Job function Finance and Sales
- Industries Retail
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Get notified about new Financial Analyst jobs in Cincinnati, OH .
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#J-18808-LjbffrFinancial Analyst
Posted 9 days ago
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Job Description
We are seeking a finance professional to join our team to train AI models. Your role will involve measuring the progress of AI chatbots, evaluating their logic, and solving problems to enhance model quality.
Ideal candidates should have an expert level of financial reasoning, with a completed or in-progress Bachelors, Masters, or PhD preferred. Relevant fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning.
This is a full-time or part-time REMOTE position .
You can choose projects to work on and set your own schedule.
Projects are paid hourly starting at USD $40+ per hour, with bonuses for high-quality and high-volume work.
Responsibilities:
- Present AI chatbots with complex problems and evaluate their outputs.
- Assess the quality of AI models for correctness and performance.
Qualifications:
- Fluency in English (native or bilingual level).
- Detail-oriented.
- Proficiency in financial analysis, modeling, data analysis, and related reasoning exercises.
- A current, in-progress, or completed Masters or PhD is preferred but not required.
Note: Payment is via PayPal. We will never ask for money. This role is only available to individuals in the US, UK, or CA. It is an independent contract position.
#J-18808-LjbffrFinancial Analyst
Posted 9 days ago
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Job Description
The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. You will have responsibility for budgeting and forecasting, analysis and addressing other requests from key stakeholders.
Responsibilities
- Analyze current and past financial data and performance to make recommendations on profit enhancement
- Consistently analyze financial information based on both routine and ad-hoc reports
- Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
- Ability to design and develop financial models to support decision making
- Review of P&Ls with operations team as part of month end close as well as reporting of results
Qualifications
- Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
- Financial analysis and modeling experience in a fast-paced environment
- Advanced knowledge of Excel
- Accounting experience is a plus
#J-18808-Ljbffr
Financial Analyst
Posted 13 days ago
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Job Description
UB Greensfelder currently has an opening for a full-time Financial Analyst to join our Accounting Department working in the St. Louis, Cleveland or Cincinnati office. This position is eligible for hybrid work after the initial onboarding period.
UB Greensfelder LLP is an Am Law 200 law firm dedicated to exceeding client expectations and delivering superior, customized legal solutions. The firm's attorneys advise regional, national, and global businesses on a wide range of sophisticated legal matters across more than 25 specialized practice and industry groups. Renowned for its best-in-class client service and litigation excellence, UBG was named "2025 Ohio and Missouri Firm of the Year" by Benchmark Litigation and consistently earns top-tier accolades from Chambers and Partners. Established in 2024 through the merger of Ulmer & Berne LLP and Greensfelder, Hemker & Gale, P.C., UB Greensfelder has quickly emerged as a super-regional powerhouse firm in the Midwest and in top-tier business centers. For more information, please visit Our Business Begins With You.
Additional Responsibilities Include
- Prepare, develop and streamline reporting for month-end close, annual revenue and operating budget, and for the firm's pricing and profitability function.
- Assist with reporting for annual timekeeper review processes.
- Complete special studies of trend and variance analysis of key financial metrics.
- Analyze firm Key Performance Indicators (KPIs), providing qualitative observations to quantitative data.
- Support the annual firm budget process. Partner with budget holders to review budgets on a quarterly basis.
- Prepare quarterly financial and weekly cash flow projections.
- Work with Partners on client pricing / fee arrangements.
- Prepare and review data requests for key business and economic surveys.
- Respond to internal requests for data analysis.
- Other projects as assigned.
- Accounting or Finance Bachelor's Degree required, CFA certification or an MBA a plus.
- 4+ years' related experience in a law firm or professional services environment.
- Outstanding attention to detail, organizational and time management skills.
- Strong financial, analytical and critical thinking skills.
- Aderant and BigSquare software experience is a plus.
- Advanced Excel skills with solid technical understanding of financial and report writing systems.
- Ability to interact with members of management on a professional level and demonstrate high levels of confidentiality and discretion.
#J-18808-Ljbffr
Financial Analyst
Posted 16 days ago
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Job Description
Financial Analyst to work at 191 Rosa Parks Street, Floor 10, Cincinnati, OH 45202 and various unanticipated worksites in U.S.
(Staffmark Investment LLC) Gather required documents for promotional spend program submission. Collect and submit planned promotional spend into internal systems. Manage, track, and validate promotional claims and Point-of-Sale activities. Research payment reconciliation issues. Generate required material to validate payments and resolve discrepancies and variances. Reconcile carrier commissions against in-store reporting to ensure timely and accurate payment. Support reporting of budget status, spend analysis, and other financial metrics. Maintain monthly program tracker and reconcile forecast data and spending. Analyze completed program results and prepare data interpretation to management. Roving employment. Position requires on-site employment at client location with limited telecommuting from home office, pursuant to hybrid worksite policy.
Requirements :
Education : Bachelor's degree (or foreign educational equivalent) in Finance or other related discipline such as Accounting.
Experience : In addition to the degree, must have at least 1 year of experience, which may run concurrently, in all of the following:
- Aggregating and consolidating data from disparate data sources not readily available or stored;
- Automating monthly reporting using Excel, Query, and Pivot Table;
- Experience using Tableau and/or MSFT Power BI;
- Strategic planning and analytical skills, budget management, financial acumen, and organizational planning aptitudes; and
- Navigating large organizations and multiple points of contact to complete a singular task.
After you have applied, download our Staffmark Group WorkNOW App to receive real-time job offers and apply for additional opportunities. You can download it from the App Store or get it on Google Play.
About StaffmarkStaffmark is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact your local branch. Staffmark is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.
All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations.
To read our candidate privacy info statement which explains how we will use your information click here.
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Financial Analyst
Posted 16 days ago
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Job Description
About the role:
As a Financial Data Analyst with TQL, you will be a key member of the Finance department. You will be working directly with a wide range of internal customers to identify opportunities for revenue growth, productivity enhancement, and cost savings. You will be tasked with leveraging tools such as SQL, Excel, and Power BI to produce actionable reporting and analyses that will support stakeholder objectives.
Whats in it for you:
* $65,000 - $5,000 base salary + performance bonuses
* Health, Dental, and Vision coverage to best fit your needs, including a plan that takes 0 out of your paycheck + 401(k) with company match
* Advancement opportunities within structured career paths
* Employee referral bonus opportunities
* Up to 5,000/yr in tuition reimbursement
* We win wherever we go - Voted a Fortune 100 Best Companies to Work For (2023) and Forbes Americas Best Employers (2022)
What youll be doing:
* Take ownership of reporting projects to identify areas of productivity and cost saving improvements
* Build queries, create visualizations, and provide analysis using SQL, Excel, and Power BI
* Analyze and document business processes and metrics to identify improvement opportunities
* Streamline and improve routine analysis and reports
* Deliver results with accuracy and urgency on multiple projects
* Provide quality customer service to a diverse group of internal customers
What you need:
* Bachelors degree in Business Analytics, Finance, Math or related field
* Experience with Power BI, SQL and or managing large amounts of data is a plus
* Ability to define problems, seek and collect data, synthesize the data, and communicate it effectively to create change
* Comfortable working in a fast-paced organization with changing business needs and the ability to handle multiple projects simultaneously
* Good oral and written communication skills, with ability to effectively communicate with a variety of disciplines and diverse groups of people
* Self-starter with a strong work ethic, attention to detail and able to work in a fast-paced environment
Where youll be: 4289 Ivy Pointe Blvd, Cincinnati, OH 45245
Financial Analyst
Posted 17 days ago
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Job Description
About the job Financial Analyst
Financial Analyst needs 2+ years of experience in Finance, Accounting or related field
Financial Analyst requires:
2+ years of experience in Finance, Accounting or related field
Strong analytical and problem-solving skills
Advanced knowledge of Microsoft Word and Excel
Ability to work in both team and individual environments
Strong customer service and communication skills, both oral and written
Understand and adheres to a high level of confidentiality and integrity
Ability to quickly grasp and retain information and concepts
Ability to multitask and prioritize handling of issues
Ability to identify problems and take initiative to recommend solutions to Manager and implement changes
Experience in customer service or insurance related role/processes
Preferred;
Knowledge of vision and /or insurance benefits
Understands third party benefits and administration
Ability to promote integrity and a strong work ethic
Knowledgeable in continuous improvement methods
Knowledge and experience in SAP
Previous Facets experience and knowledge
Financial Analyst duties:
- Analyzes complicated data to identify trends, makes forecasts and provides recommendations/solutions that facilitate cash application of outstanding balances.
- Analyzes open receivable trends, including payment frequency and root cause analysis (i.e. denials, over/short payments, etc.).
- Manages and prioritizes the cash application process for high risk customers
Financial Analyst
Posted 17 days ago
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Job Description
UC Health is hiring a full time Financial Analyst
The analyst will facilitate general accounting, analytical duties, and facilitate strategic discussions in the finance area.
About UC Health
UC Health is an integrated academic health system serving Greater Cincinnati and Northern Kentucky. In partnership with the University of Cincinnati, UC Health combines clinical expertise and compassion with research and teaching-a combination that provides patients with options for even the most complex situations. Members of UC Health include: UC Medical Center, West Chester Hospital, Daniel Drake Center for Post-Acute Care, Bridgeway Pointe Assisted Living, University of Cincinnati Physicians and UC Health Ambulatory Services (with more than 900 board-certified clinicians and surgeons), Lindner Center of HOPE and several specialized institutes including: UC Gardner Neuroscience Institute and the University of Cincinnati Cancer Center. Many UC Health locations have received national recognition for outstanding quality and patient satisfaction. Learn more at uchealth.com.
Responsibilities
Assist with monthly closing-
- Analyze processes, material variances, downstream impacts of particulars accounts at operational level.
- Draw correlations between service lines as well as seasonal factors.
- Cultivation of drillable and reviewable reports for manager.
- Aid dashboard creation and furnishment to the larger operational team.
- Develop and further refine budgeting methods and models.
- Assist operational groups in understanding workstreams and reporting impacts.
- Facilitate metric reporting through the various tools including but not exclusive to Oracle, Tableau, & Smartview
- Building knowledge base within Stratajazz software and offering expertise to new team users.
- Any additional projects and ad hoc analysis as necessary.
- Bachelor's Degree required.
- Minimum of 1-4 years of experience
- Experience working with PeopleSoft and SAP financial systems.
- Excellent communication skills.
- Database and Microsoft package knowledge preferred.
Join our team to BE UC Health. Be Extraordinary. Be Supported. Be Hope. Apply Today!
At UC Health, we're proud to have the best and brightest teams and clinicians collaborating toward our common purpose: to advance healing and reduce suffering.
As the region's adult academic health system, we strive for innovation and provide world-class care for not only our community, but patients from all over the world. Join our team and you'll be able to develop your skills, grow your career, build relationships with your peers and patients, and help us be a source of hope for our friends and neighbors. UC Health is an EEO employer.