Financial Analyst assisting in financial analyses and annual budget preparation for OhioHealth. Collaborating with departments to support business management and educate on budgeting.
About the role
- Client Growth Associate engaging with clients to provide tailored financial guidance while contributing to a growing network at Beer Financial Group. Supporting individuals in safeguarding their financial well-being and achieving goals.
Responsibilities
- Engage with clients to understand their comprehensive financial needs
- Provide personalized guidance to help clients achieve financial protection and planning goals
- Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
- Regularly review and update clients' financial plans and insurance policies
- Cultivate a robust network of clients through referrals, active community involvement, and professional associations
Requirements
- Bachelor's degree in finance, business, or a related discipline preferred
- Excellent interpersonal and communication abilities
- Strong analytical skills
- Capability to build lasting client relationships
- Experience in insurance, financial services, or business development is beneficial but not mandatory
- Willingness to obtain state insurance licenses
Benefits
- Stipend
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Manager, Finance Process Owner leading the optimization of Payroll and Stock Administration at Workday. Focused on governing end - to - end processes for global payroll and equity workflows.
Controls Testing Director for Financial Controls Office at Equitable. Overseeing ICFR Testing program and managing cross - functional teams for enhanced control environment.
Finance Intern at Essity supporting financial analysis and operational tasks in a collaborative environment. Proactive role focused on growth and teamwork to drive business results.
Strategic Finance Analyst supporting the CX organization at Benchling, collaborating cross - functionally and driving financial reporting and analysis. Act as a strategic thought partner in a fast - paced biotech environment.
Senior Sourcing Specialist managing sourcing and procurement activities for CBC/Radio - Canada. Collaborating with internal teams and external suppliers in a dynamic media environment.
Manager of FP&A and Treasury responsible for financial planning, forecasting, and performance analysis. Collaborating with multiple teams to ensure cash visibility and financial flexibility.
Finance Business Partner role at Severn Trent Water supporting Bioresources within Customer Operations. Responsible for financial insights and operational decision support to drive performance.
Júnior Payment Analyst responsible for managing judicial payments and related SAP entries at Votorantim's Center of Excellence. Focused on accuracy, reports, and teamwork with legal departments.
Financial Analyst specializing in evaluating financial viability for new projects at Volkswagen. Collaborating across various departments to ensure financial health and investment feasibility.