Jobs for Financial Controller

Vice President, Controller

Battelle delivers when others can’t. We conduct research and development, manage national laboratories, design and manufacture products and deliver critical services for our clients—whether they are a multi-national corporation, a small start-up or a government agency. We recognize and appreciate the value and contributions of individuals with diverse backgrounds and experiences and welcome all qualified individuals to apply. Job Summary Battelle is seeking a VP/Corporate Controller who is responsible for the organization, management, and direction of the Corporate Controller’s Group which includes the following functions: Corporate Accounting and Financial Reporting Government Accounting and Compliance Internal Controls and Financial Systems, including master data management Property (Government-owned Assets, Capital Assets and Lease Accounting) Financial Business Services (Accounts Payable, Accounts Receivable, Billing, Project Setup, Time and Labor, and Travel and Expense) Payroll Services This position is located at our Corporate Headquarters in Columbus, Ohio. If necessary, Battelle will offer a relocation assistance package. Responsibilities Corporate Accounting and Financial Reporting Operations Oversee all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements. Provide regular and comprehensive updates to senior leadership and the Audit Committee of the Board of Directors by evaluating, analyzing and reporting Battelle financials. Oversee all activities of the accounting function and personnel, including fostering a culture of innovation and trust, maintaining a documented system of accounting policies and procedures, delivering timely and accurate month-end close processing (including consolidation), and accurate financial reporting. Oversee the preparation and analysis of Battelle’s consolidated financial statements, ensuring accuracy, timeliness and compliance with US GAAP. Drive a continuous improvement culture by identifying and addressing process improvements to achieve greater efficiency and accuracy in execution and reporting. Coordinate with CFO’s and controllers at Battelle subsidiaries and affiliated national laboratories to ensure the successful and timely completion of the month-end and year end close process for the consolidated organization. Responsible for oversight of Battelle’s shared services functions, including payroll and payroll taxes, time and labor, accounts payable, billing, accounts receivable, project setup, and travel and expense. Ensure processes are well documented and consistently deliver accurate and timely output in an efficient manner. Responsible for management of the operating budget of the Controller’s Office including budgeting and forecasting. Accounting Regulatory Compliance Responsible for government accounting and compliance, including management of key regulatory requirements and relationships (e.g. DCAA, DCMA). Responsible for maintenance and oversight of DFARS Accounting, and Property business systems including associated policies, procedures and tools designed to provide reasonable assurance of compliance with provisions of the regulations. Responsible for the development, implementation and monitoring proper internal accounting and financial reporting controls. Oversee external audit efforts including relationship between the accounting team and external audit firms for preparation of the external audits (e.g. US GAAP, Uniform Guidance). Lead discussion of accounting/compliance related updates and issues in quarterly or other Audit Committee meetings. Evaluate the impact of new accounting pronouncements, communicate that impact to senior leadership and the Audit Committee, and ensure the proper implementation thereof. Monitor and assess current trends and emerging developments within the field and practice of accounting and government contracting to further continuous improvement initiatives and ensure Battelle’s compliance and preparedness. Ensure adequate and complete evidence of key decisions and strategies, monthly and quarterly financial workpapers, and control environment documentation. Strategic Finance Support At the direction of the CFO, lead and/or support finance organization initiatives including, but not limited to: major system implementations, business transformations and other continuous improvement priorities. Participate in the development of the Company’s strategic and financial planning activities as required by the CFO and senior leadership, including the evaluation of new initiatives, legal and regulatory developments, and any impacts on the business. Successfully partner with a variety of constituents including, but not limited to, senior leadership, colleagues across functions, internal staff, external partners, Battelle’s Board of Directors, and outside advisors. Perform other related duties as assigned to meet the needs of the business. Leadership Behaviors and Competencies Relentless commitment to ethics and integrity with the ability to interpret complex problems and make informed decisions. Ability to re-engineer and streamline the Finance organization to keep pace with rapid growth and changing customer, government and marketplace demands. Demonstrate drive, purpose, and agility to lead multiple specialty teams toward common business goals and future vision. Lead teams and come to consensus with respect, effective communication and mutual accountability. Nurture and develop future leaders and succession pipeline through metrics-oriented goals and stretch opportunities/projects. Build and maintain productive working relationships, and lead by example to foster team growth and collaboration through innovation, diversity and inclusion. Demonstrate the ability to lead through group and organizational change management initiatives. Communicate effectively at all levels of the organization and influence change toward future strategic vision. Possess knowledge of, and experience with, formal leadership and coaching training programs, with demonstrated ability to use leadership tools and resources for the growth of functional business units and the organization as a whole. Key Qualifications Requires a bachelor’s degree in accounting or finance; at least 15 years of progressive, broad-based accounting experience in a combination of public accounting, financial systems and processes, and business with companies of comparable size, global operations and complexity; or an equivalent combination of education and or experience in a related field. Certified Public Accounting (CPA) designation (active license) or MBA required. Preferred Qualifications Previous Government Contracting accounting and finance experience is highly desired. Benefits: Live an Extraordinary Life We care about your well-being, not just on the job. Battelle offers comprehensive and competitive benefits to help you live your best life. Balance life through a compressed work schedule : Most of our team follows a flexible, compressed work schedule that allows for every other Friday off—giving you a dedicated day to accomplish things in your personal life without using vacation time. Enjoy enhanced work flexibility, including a hybrid arrangement: You have options for where and when you work. Our Together with Flexibility model allows you to work 60% in-office and 40% remote, with Monday and Tuesday as common in-office days, dependent on team and position needs. Take time to recharge : You get paid time off to support work-life balance and keep motivated. Prioritize wellness : Stay healthy with medical, dental, and vision coverage with wellness incentives and benefits plus a variety of optional supplemental benefits. Better together : Coverage for partners, gender-affirming care and health support, and family formation support. Build your financial future : Build financial stability with an industry-leading 401(k) retirement savings plan. For most employees, we put in 5 percent whether you contribute or not, and match your contributions on top of that. Advance your education : Tuition assistance is available to pursue higher education. Flexible work arrangements : You have options for where you work and when you work. A Work Environment Where You Succeed For brilliant minds in science, technology, engineering and business operations, Battelle is the place to do the greatest good by solving humanity’s most pressing challenges and creating a safer, healthier and more secure world. You will have the opportunity to thrive in a culture that inspires you to: Apply your talent to challenging and meaningful projects Receive select funding to pursue ideas in scientific and technological discovery Collaborate with world-class experts in an inclusive environment Nurture and develop the next generation of scientific leaders Give back to and improve our communities Vaccinations & Safety Protocols Battelle may require employees, based on job duties, work location, and/or its clients’ requirements to follow certain safety protocols and to be vaccinated against a variety of viruses, bacteria, and diseases as a condition of employment and continued employment and to provide documentation that they are fully vaccinated. If applicable, Battelle will provide reasonable accommodations based on a qualified disability or medical condition through the Americans with Disabilities Act or the Rehabilitation Act or for a sincerely held religious belief under Title VII of the Civil Rights Act of 1964 (and related state laws). Battelle is an equal opportunity employer. We provide employment and opportunities for advancement, compensation, training, and growth according to individual merit, without regard to race, color, religion, sex (including pregnancy), national origin, sexual orientation, gender identity or expression, marital status, age, genetic information, disability, veteran-status veteran or military status, or any other characteristic protected under applicable Federal, state, or local law. Our goal is for each staff member to have the opportunity to grow to the limits of their abilities and to achieve personal and organizational objectives. We will support positive programs for equal treatment of all staff and full utilization of all qualified employees at all levels within Battelle. The above statements are intended to describe the nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, activities and skills required of staff members. No statement herein is intended to imply any authorities to commit Battelle unless special written permission is granted by Battelle's Legal Department. For more information about our other openings, please visit www.battelle.org/careers #J-18808-Ljbffr

Immediate Start

Controller

Dawson Columbus, OH

Job Description Job Description Financial Controller Permanent Opportunity! $110,000K-130,000K/yr (DOE) Columbus, Ohio As the Financial Controller, you will be accountable for the job responsibilities listed below to mitigate risk, enhance the accuracy of the company's reported financial results, and ensure reported results comply with GAAP for U.S. locations and IFRS for our international locations. What the position offers: Comprehensive benefits package including health insurance, retirement plans, and vacation time. Opportunities for professional development and career advancement. A supportive and collaborative work environment with a focus on innovation and excellence. What you’ll be doing: The Controller will develop and maintain comprehensive cash flow forecasts to ensure liquidity and financial stability, adjusting forecasts as necessary to align with operational needs and financial covenants Oversee and coordinate the month-end closing process, ensuring timely and accurate financial statements, including review, reconciliation of balance sheet accounts, and resolution of discrepancies The Controller will create and manage annual budgets and financial plans, incorporating departmental input to align with strategic objectives, and monitor performance against budgets with detailed variance analyses and corrective action recommendations Manage job cost accounting, including reconciliation of over/under billing, analyzing and tracking job costs, and implementing controls to address discrepancies in job costing Prepare and coordinate internal and external audits, ensuring availability of documentation, addressing auditor inquiries, and implementing recommendations to enhance internal controls and reporting processes Oversee the preparation and filing of corporate and sales/use tax returns and other regulatory filings, ensuring compliance with tax regulations and managing relationships with tax authorities Coordinate with external tax advisors to optimize tax strategies and resolve any tax-related issues Establish, document, and maintain robust internal controls and financial processes to safeguard company assets, conducting periodic reviews to identify and address potential risks or inefficiencies The Controller will prepare and present comprehensive financial reporting packages to senior management and stakeholders, ensuring reports are timely, accurate, and compliant with accounting standards and regulatory requirements Who we’re looking for: Bachelor’s degree in accounting or finance REQUIRED CPA or CMA PREFERRED Construction industry experience of 5+ years Staff management Working experience with unions and labor relations #ZR

Work Life Balance

Assistant Controller

Romanoff Group Columbus, OH

Job Description Job Description Salary: The Romanoff Group of Companies, headquartered in Columbus, Ohio, with offices in eleven markets covering eight states, are a blend of commercial and residential, electrical, heating & cooling, and plumbing companies primarily serving the new housing construction market.Since our company began in 1982, our growth has been firmly rooted in the pride of our craftsmen, coupled with a blend of stellar project management and industry leading knowledge. As a 100% employee-owned company, we share a commitment to our team success and represent that responsibility in a professional, dynamic way to both our clients and the communities in which we serve. We are actively seeking an Assistant Controller in Columbus, OH area to join our award WINNING team. Great Reasons to Join Romanoff: 9x Employee Voted Top Work Place Highly Competitive Wage Excellent Benefits Package (Health/Vision/Dental/Life/STD/LTD/Accident and Critical Illness) $15k Company Paid Life Insurance 401(k) Employee Stock Ownership Plan ( We are 100% employee owned ) Training and Support Vacation and Paid Holidays Advancement Opportunities Paid Apprenticeship Work Schedule: Monday- Friday7:00am-4:00pm MUST be willing to be flexible as jobs may change Position Responsibilities of the Assistant Controller: Supporting the senior/managing accountant and wider finance team Performing reconciliations of general ledger accounts Preparing project profitability analysis Attend meetings and assist with other administrative duties Participate in monthly close process to ensure complete and accurate reporting Identify discrepancies in financial reporting Collaborate with team to create and develop better efficiencies Additional duties as needed Basic Qualifications of the Assistant Controller: High school diploma or GED Minimum 2 years ofconstruction accountingwithgeneral ledgerexperience Timberline/SageSoftware a plus Microsoft Office Experience, specifically withExcel Must adhere to company screenings Must have valid Drivers License Physical Requirements of the Assistant Controller: Must be able to adhere to large amounts of sitting Must be able to speak English and hear to communicate Benefits and Compensation Romanoff provides a comprehensive package of employee benefits including: Medical, Dental, Vision, Life/AD additional voluntary benefits such as STD, LTD, Critical Illness, Accident Insurance, paid vacation, and holidays; 401(k) and company paid Life Insurance, and we are 100% Employee Owned. The Romanoff Group of Companies considers applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, marital or veteran status, sexual orientation, or any other legally protected status. We are an equal opportunity employer.

Financial Controller

Vorys, Sater, Seymour and Pease LLP. Columbus, OH

Job Description Job Description Precision eControl is a wholly owned ancillary business of Vorys, that provides integrated solutions to help brands control the sales of their products in the age of eCommerce. We have represented more than 300 brands, including many of the world’s largest companies. Precision eControl’s full scope of services allows us to provide a truly comprehensive approach that delivers unique business value. Position Summary: The Financial Controller will play the primary role in the financial health and strategic growth of Precision eControl. This position will oversee the accounting, treasury, cash application, and financial systems management functions for the business. The Financial Controller will be responsible for developing and managing financial models, preparing financial statements, conducting financial analysis, and supporting strategic planning initiatives for Precision eControl and applicable businesses per the Services Agreement. The Financial Controller will play the primary role in the financial health and strategic growth of Precision eControl. This position will oversee the accounting, treasury, cash application, and financial systems management functions for the business. The Financial Controller will be responsible for developing and managing financial models, preparing financial statements, conducting financial analysis, and supporting strategic planning initiatives for Precision eControl and applicable businesses per the Services Agreement. At this time, candidates who would work in the following states will not be considered for this role: VT, RI, NY, NJ, NH, MI, ME, MA, DE, CO, CT, CA, and AZ. Essential Functions: Financial Modeling: Develop and maintain a comprehensive financial model of the business, incorporating key metrics and detailed financial statements. Financial Modeling: Develop and maintain a comprehensive financial model of the business, incorporating key metrics and detailed financial statements. Strategic Planning: Collaborate with executive leadership to develop and implement annual budgets and long-term strategic plans. Develop and maintain budget to actual reporting as well as short and long-term financial pro formas. Strategic Planning: Collaborate with executive leadership to develop and implement annual budgets and long-term strategic plans. Develop and maintain budget to actual reporting as well as short and long-term financial pro formas. Financial Analysis: Conduct in-depth financial analysis to identify performance trends, deficiencies, and reporting variances. Provide actionable insights to executive leadership. Financial Analysis: Conduct in-depth financial analysis to identify performance trends, deficiencies, and reporting variances. Provide actionable insights to executive leadership. SaaS Metrics: Develop and track key SaaS business metrics, such as customer acquisition cost (CAC), customer lifetime value (CLTV), and monthly recurring revenue (MRR). SaaS Metrics: Develop and track key SaaS business metrics, such as customer acquisition cost (CAC), customer lifetime value (CLTV), and monthly recurring revenue (MRR). Month-End Close: Oversee and coordinate the month-end close process, ensuring timely and accurate financial reporting. Month-End Close: Oversee and coordinate the month-end close process, ensuring timely and accurate financial reporting Consolidated Financials: Prepare consolidated financial statements for Precision eControl and applicable businesses per the Services Agreement. Consolidated Financials: Prepare consolidated financial statements for Precision eControl and applicable businesses per the Services Agreement. Metrics Packages: Develop and distribute metrics packages for monthly, quarterly, and annual executive meetings. Metrics Packages: Develop and distribute metrics packages for monthly, quarterly, and annual executive meetings. Financial Systems Management: Oversee the implementation, maintenance, and optimization of financial systems and tools. Financial Systems Management: Oversee the implementation, maintenance, and optimization of financial systems and tools. Cash Management: Manage cash flow, treasury functions, and banking relationships. Cash Management: Manage cash flow, treasury functions, and banking relationships. Serve as the primary financial liaison between Precision eControl, the Vorys CFO and applicable businesses per the Services Agreement. Serve as the primary financial liaison between Precision eControl, the Vorys CFO and applicable businesses per the Services Agreement. Executive Reporting: Provide regular financial updates and analysis to executive leadership within Vorys. Executive Reporting: Provide regular financial updates and analysis to executive leadership within Vorys. Share business metrics and financial performance with partners and board members to support strategic decision-making. Share business metrics and financial performance with partners and board members to support strategic decision-making. Knowledge, Skills and Abilities Required: Advanced understanding of accounting principles and direct experience with SaaS finance In-depth knowledge of accounts payable and general accounting departments Strong financial analysis skills. Ability to see the story behind the numbers along with the ability to articulate that story to management. Ability to effectively collaborate with multiple departments and work effectively with individuals with varied skill levels and diverse backgrounds. High level proficiency in MS Office and various financial software applications and expert knowledge of Microsoft Excel Excellent interpersonal skills. Able to work effectively with all individuals within the organization. Excellent verbal and written communication skills Ability to effectively manage multiple projects and deadlines in a fast-paced environment Comfortable in a team-oriented environment Understanding of database structure and setups Advanced understanding of accounting principles and direct experience with SaaS finance In-depth knowledge of accounts payable and general accounting departments Strong financial analysis skills. Ability to see the story behind the numbers along with the ability to articulate that story to management. Ability to effectively collaborate with multiple departments and work effectively with individuals with varied skill levels and diverse backgrounds. High level proficiency in MS Office and various financial software applications and expert knowledge of Microsoft Excel Excellent interpersonal skills. Able to work effectively with all individuals within the organization. Excellent verbal and written communication skills Ability to effectively manage multiple projects and deadlines in a fast-paced environment Comfortable in a team-oriented environment Understanding of database structure and setups Education and Experience: Bachelor's degree in related discipline. Master’s Degree in Finance or MBA from an accredited institution preferred. 7-10 years of experience in similar field. 2-3 years of high-level financial management experience; preferably in a law firm environment preferred. CPA or similar designation preferred. Equal Opportunity Employer: Precision eControl (PeC) does not discriminate in hiring or terms and conditions of employment because of an individual’s sex (including pregnancy, childbirth, and related medical conditions), race, age, religion, national origin, ancestry, color, sexual orientation, gender identity, gender expression, genetic information, marital status, military/veteran status, disability, or any other characteristic protected by local, state or federal law. Precision eControl only hires individuals authorized for employment in the United States. #PrecisioneControl

Controller

Stream Management Group LLC Columbus, OH

Job Description Job Description Description: Job Title: Controller Location: Columbus, Ohio (Hybrid/Remote) Company Overview: Stream Management Group LLC is a dynamic real estate investment, development, and property management firm committed to excellence in operations, financial transparency, and delivering value to our investors and partners. We manage diverse assets, including multifamily properties, mixed-use developments, and land projects, while focusing on financial discipline and operational efficiency. We seek a highly skilled and motivated Controller to join our leadership team. This individual will play a pivotal role in overseeing financial operations, improving operational processes, collaborating across departments, and driving accountability across the organization. Requirements: Key Responsibilities: Financial Oversight Manage payables and receivables, ensuring compliance with company policies and financial controls. Oversee vendor and contractor relations, including onboarding, compliance verification, and payment processes. Collaborate with the tax team to ensure timely filings, compliance with tax regulations, and strategic financial planning. Generate and present monthly financial reports, including variance analysis, CAPEX project tracking, and cash flow forecasts. Operational Improvements Develop and implement structured workflows for expense approvals, reimbursement tracking, and vendor invoicing. Partner with property management and operations teams to improve property performance, reduce inefficiencies, and optimize operating expenses. Coordinate with maintenance and leasing teams to resolve vendor-related issues and operational bottlenecks promptly. Conduct quarterly audits to identify inefficiencies and implement targeted solutions for cost savings and process improvements Proficiency in document management systems Knowledge of construction industry standards and document control procedures Performance Enhancement Utilize financial and operational data to identify trends, forecast performance, and recommend actionable strategies. Work closely with the property management team to enhance portfolio performance and align operational goals with financial objectives. Leadership and Collaboration Act as a bridge between financial operations and property management to ensure cohesive strategies and decision-making. Mentor and guide team members to foster a culture of accountability, growth, and operational excellence. Communicate effectively across all levels of the organization, including tenants, vendors, and team members, to maintain high standards of service and collaboration. Qualifications Education Bachelor’s degree in Accounting, Finance, or a related field. CPA or CMA certification preferred. Experience Minimum of 5 years of experience in accounting or financial management, preferably in real estate, construction, property management, or a related industry. Experience with Sage 300CRE preferred Skills and Competencies Strong proficiency with financial software ( QuickBooks, Google Suite). Understanding of project management and familiarity with construction project phases and documentation types (preferred) Exceptional analytical and organizational skills. Proven ability to manage vendor relations and negotiate contracts. Experience in implementing financial systems and workflows. Familiarity with CAPEX projects, variance reporting, and budget tracking. Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams. Knowledge of tax compliance and regulations applicable to real estate and property management industries. Ability to handle high-pressure environments and tight deadlines with professionalism. Why Join Us? Opportunity to work with a dynamic and growing real estate organization. Lead the implementation of innovative financial and operational systems. Collaborate with a supportive and driven leadership team. Competitive salary, benefits package, and opportunities for professional growth.

Assistant Controller

Omada Search Columbus, OH

Job Description Job Description Our client specializes in commercial and industrial HVAC, building controls, electrical, and plumbing services. They serve a diverse range of customers, including distribution centers, cold storage facilities, food manufacturing facilities, universities, and other commercial properties. With employees and operations spanning multiple states across the U.S., the company is actively expanding its footprint nationwide. BENEFITS OVERVIEW Competitive pay, paid weekly Medical, Dental & Vision Insurance Short & Long-Term Disability Life Insurance/Supplemental Life Insurance Benefits eligibility begins the 1st of the month after hire date 401k retirement savings with 5% match Up to 4 weeks of Paid Time Off 9 Paid Holidays + Veterans Day for our Vets Academy for training & development Learning and Education Assistance Program (LEAP) Generous Employee Referral Program - $2,500 EAP – Employee Assistance Program Company vehicle or allowance based on the job Mobile phone or phone allowance based on the job Company uniforms & work boot allowance Affiliate Company transfers POSITION OVERVIEW We are currently seeking an experienced Assistant Controller to join the fast-growing team. The ideal candidate is responsible for managing accounting and financial activities for assigned companies. The duties include producing financial statements, forecasting future results, and directing accounting and other administrative staff. JOB RESPONSIBILITIES Participates in monthly financial close, including journal entries for month-end close, general ledger reconciliations, review, variance analysis and preparing and consolidating accurate financial statements and reports. Assisting with the development and evaluation of annual profit plan and preparing plan reports as well as the monthly forecasting and variance to plan and forecast analysis. Compiles, reviews, analyzes, and submits timely and accurate monthly reporting; these may include: pro-forma projections; income/expense or cash flow forecasts, variance analysis and explanations for financial statement line items; or summaries, charts and graphs of data to highlight key results. Supporting the formulation and implementation of control systems within the organization and ensuring strict compliance with company policies and procedures as well as regulatory standards. Coordinate with internal and external audits and examinations. Following changes in regulations and compiling reports regarding compliance issues, standards, and accounting practices. Maintains a strong working relationship with supported business area to complete tasks and deliver high quality work. Takes a new perspective on existing solutions to propose innovative solutions ACCOUNTABILITIES Continual learning and development in the body of knowledge through Academy, to ensure we set the bar for skill level in the industry. Elite level of customer service, to ensure we continue to be the first call for potential employees in the industry. QUALIFICATIONS Degree in accounting, finance, or in a related field. 5+ years of progressive experience in accounting positions. External audit experience a plus Professional certification (e.g. CPA) is a plus Solid knowledge of GAAP (Generally Accepted Accounting Principles) and regulations Excellent verbal and written communication skills. Highly organized and detail oriented. Strong supervisory and management skills. Proficient with data analysis, forecasting, critical thinking and problem-solving ORGANIZATIONAL ALIGNMENT This position reports to the Region Controller.

Financial Advisor

LHH Recruitment Solutions Columbus, OH

Job Description Job Description Are you passionate about wealth management and looking for a dynamic and supportive environment? Join our client’s firm in downtown Columbus as a Financial Advisor, where you’ll have the opportunity to make a significant impact on our clients’ business and financial futures. You will be working with a pre-established group of clients and supporting them as they continue to grow their operations. Our client provides a collaborative atmosphere with a focus on personal and professional growth. Responsibilities: Lead business, financial planning, and tax review meetings. Offer strategic guidance to clients, connecting personal goals with business planning. Assist with new business efforts by meeting with prospects and providing advice during the onboarding process. Work closely with internal teams to ensure client satisfaction and retention goals are met Requirements: At least 10 years of wealth management experience. Open to learning new ideas and programs Demonstrated ability to communicate effectively Ability to strategize and guide clients through their business needs Pay Details: $80,000.00 to $100,000.00 per year Search managed by: Jessica Robbins Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate -privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance

Financial Advisor

Thrivent Columbus, OH

Job Description Job Description Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you’ll: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs. Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

FINANCIAL CUSTOMER SERVICE

Randstad Columbus, OH

Job Description Job Description HIRING NOW - FINANCIAL CUSTOMER SERVICE - HYBRID POSITION Are you ready to launch your career in an insurance and financial services company leader in America? We’re looking for motivated individuals with customer service experience for a Solutions Center Representative position that offers the chance to develop your skills in a fast-paced, rewarding environment while providing exceptional customer service. If you're eager to make an impact and advance your professional journey, we’d love to hear from you! Location: Hybrid in Grandview Heights, OH. ***2 days in office, 3 days at home Shift: Requires open availability Monday – Friday, 8:00am – 8:00pm ***Training will be from 9:00am - 5:30pm EST Pay Rate: $19.00/hour TO APPLY: Email Resume to: [email protected] If this job is not for you, feel free to refer a friend. What you will be doing: Providing extraordinary care to members, partners, plan sponsors, and investment professionals on various topics. Understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions Analyze issues to determine appropriate solutions, striving for first-contact resolution. Educate customers on product features, tax implications, penalties, surrender charges, death benefits, lifetime income, and other plan-related benefits. Provide consultative insights by identifying and addressing unstated needs. Stay updated on product changes and enhancements through daily communications. Document interactions to support customer relationships and deepen engagement. Ensure compliance with FINRA regulations, state and local laws, plan documents, and company policies. The right candidate will have: 1+ year of experience in customer service, sales related occupations Undergraduate degree in finance, business administration, insurance, economics, communications preferred Experience in financial services, insurance or a related field is highly preferred. Ability to comply with FINRA rules and regulations Exceptional customer service skills, problem-solving, and communication (oral and written) skills required. strong problem-solving abilities with a focus on first-contact resolution Skills Call Center financial insurance Communications Degree Communications Finance Degree finance Economics Economics Degree FINRA Customer Service Financial Services Sales Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected]. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility). This posting is open for thirty (30) days.

Financial Services

Global Financial Impact - Marco Esquivel Columbus, OH

Job Description Job Description Financial Professional - Representative A financial professional who helps clients and business achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and retirement planning. Benefits: 1. Part Time & Full Time positions 2. Fully Remote 3. No cap on income 4. Internship opportunities for - Risk Management, Entrepreneur, Marketing, Sales, Finance, Real Estate, Business, Legal and Economic Majors - Sophomore, Junior or Senior Level Students 5. Income typically ranges $25,000 part time and $120,000 full time year 1 6. 100% 1099 - commission based 7. Professional License 8. Bonus opportunities 9. Stock and Ownership potential 10. Mentorship and hands on training 11. Professional Growth Opportunities 12. Welcoming and Positive Team Environment Responsibilities include: 1. Obtain and maintain professional license and continuing education and professional growth 2. Learn and utilize financial tools provided 3. Educate clients and provide financial literacy 4. Consult with clients and prospective clients to access financial goals providing quotes and product recommendations 5. Develop and maintain a client base 6. Seek new prospects via referrals 7. Assist with product submission Preferred Skills/Qualities: 1. Minimum HS Diploma 2. Energetic and positive demeanor 3. Entrepreneur, marketing and creativity mindset 4. Coachable, hungry and humble, mental toughness 5. Responsible, dependable and punctual 6. Present a professional image 7. Ethical and integrity and trust 8. Interpersonal communication 9. Be able to persevere 10. Analytical reasoning Powered by JazzHR p6eqppizMf

Financial Customer Service Representative

Randstad Columbus, OH

Job Description Job Description Interested in taking on a new challenge in the Financial Services industry? Or, maybe you are seeking entry into the industry? Either way; if you have a background in customer service, retail sales, banking or finance, let's talk! Join the Financial Services team that assists participants, plan sponsors and brokers with account maintenance and answering general questions about planning for retirement. ***Candidates must reside in the Central Ohio area! About this position : Start Date: Feb 24, 2025 Pay Rate: $19/hr. Hybrid work schedule. M, TH, F work from home and T/W in office Office Hours: 8am - 8pm Mon - Fri. Candidates will be scheduled for a 38.75 work week Schedules are variable. open availability between 8am - 8pm EST is required for consideration Health Benefits and weekly pay 5 weeks paid training-Training will be held in office -1000 Yard St Grandview Heights, OH 43212 Career growth opportunities after 12 months with pay increase. Opportunity to become Security Industry Essentials certified and Finra Series 6 licensed salary: $18.99 - $19 per hour shift: First work hours: 8 AM - 8 PM education: Associate Responsibilities What you’ll be doing: Receives and responds to 50-60 incoming calls from investment professionals and customers on multiple financial topics ranging from taxes, withdrawals, benefits, product features, costs, loans, premiums, payment schedules, etc. Interpret and apply all changes and enhancements to new and old products Cross-sells unfamiliar product line to support strategy of all business lines meeting goals Identifies the root cause to proactively offer consultative expertise and uncover the unstated need Maintains a documented record of conversations to best learn from customers Utilizes virtual technology and social media to enhance customer, financial advisor, and agent experience Follows all rules and regulations to ensure compliance. What you need: · Have a consultative sales aptitude and enjoy interacting with customers and helping others · Financial services experience is a plus, but not necessary · Highly engaged, grateful, and humble attitude · Excellent verbal and written communications · Proficiency with computers and common office software Education: High school diploma or equivalent required. Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications preferred Experience: 2 years customer service experience in banking, financial services, retail, sales and/ or hospitality experience - A SERIES 6 LICENSE WILL EVENTUALLY BE REQUIRED Skills Active Listening Typing Skills Basic Computer Skills Customer Service Financial Services Financial advising Time Management Microsoft Office Adapting to Change Basic Software Skills Insurance wealth management Follow-up Empathy Qualifications Years of experience: 2 years Experience level: Entry Level Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected]. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility). This posting is open for thirty (30) days.

BILINGUAL CUSTOMER SERVICE - FINANCIAL

Randstad Columbus, OH

Job Description Job Description HIRING NOW – BILINGUAL CUSTOMER SERVICE - HYBRID POSITION Are you ready to launch your career in an insurance and financial services company leader in America? We’re seeking bilingual individuals with customer service experience for a Customer Service - bilingual Financial Services Analyst position that offers the chance to develop your skills in a fast-paced, rewarding environment while providing exceptional customer service. If you're eager to make an impact and advance your professional journey, we’d love to hear from you! Location: Onsite during the first 8 weeks. Hybrid in Grandview Heights, OH. ***2 days in office, 3 days at home Shift : Monday – Friday. Hours : Monday – Thursday: 11:30 am - 8:00 pm Friday: 9:30 am - 6:00 pm Pay Rate: $19.50/hour The right candidate will have: 1+ year of experience in customer service, retail or sales related occupations Fluency in English and Spanish Undergraduate degree in finance, business administration, insurance, economics, communications preferred Experience in financial services, insurance or a related field is highly preferred. Ability to comply with FINRA rules and regulations TO APPLY: Email Resume to: [email protected] If this job is not for you, feel free to refer a friend. What you will be doing: As a Representative, you'll provide timely, efficient service for an assigned product and/or service center internal and external customer. You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements. Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses. Processes business requests according to government regulations, contract provisions and internal procedures and controls. Adheres to high standards of professional conduct consistent with the delivery of excellent customer service. Maintains current knowledge of contract and product provisions, administration of products, processing systems and related federal and state regulations. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units. Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative. Skills Spanish bilingual call center Customer Service Finance financial Customer Relations Telephone Etiquette retail Customer Relationship Management FINRA credit union bank Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected]. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility). This posting is open for thirty (30) days.

FINANCIAL CUSTOMER SERVICE - SPANISH SPEAKING

Randstad Columbus, OH

Job Description Job Description HIRING NOW - FINANCIAL CUSTOMER SERVICE - HYBRID POSITION Are you ready to grow your career with one of America’s leading insurance and financial services companies? We are seeking enthusiastic individuals with customer service experience to join our team as Solutions Center Representatives. This is an excellent opportunity to develop your skills in a fast-paced, rewarding environment while delivering exceptional service to customers. If you're driven to make a difference and advance your career, we want to hear from you! Location: Hybrid in Grandview Heights, OH.***2 days in office, 3 days at homeShift: Requires open availability Monday – Friday, 8:00am – 8:00pm***Training will be from 9:00am - 5:30pm ESTPay Rate: $19.00/hour $19.50/hour for bilingual (Spanish/English) speakers. INTERESTED? APPLY NOW! FOR MORE IMMEDIATE CONSIDERATION, email your resume to [email protected] TXT: YOUR NAME and CSR to 954-308-6735 If this job is not for you, feel free to refer a friend.salary: $19 - $19.5 per hour shift: First work hours: 8 AM - 5 PM education: High School Responsibilities Kickstart Your Career in Insurance and Financial Services! HIRING NOW - INSURANCE CUSTOMER SERVICE - HYBRID POSITION What you will be doing: Providing extraordinary care to members, partners, plan sponsors, and investment professionals on various topics. Understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions Analyze issues to determine appropriate solutions, striving for first-contact resolution. Educate customers on product features, tax implications, penalties, surrender charges, death benefits, lifetime income, and other plan-related benefits. Provide consultative insights by identifying and addressing unstated needs. Stay updated on product changes and enhancements through daily communications. Document interactions to support customer relationships and deepen engagement. Ensure compliance with FINRA regulations, state and local laws, plan documents, and company policies. The right candidate will have: 1+ year of experience in customer service, sales related occupations Undergraduate degree in finance, business administration, insurance, economics, communications preferred Experience in financial services, insurance or a related field is highly preferred. Ability to comply with FINRA rules and regulations Exceptional customer service skills, problem-solving, and communication (oral and written) skills required. strong problem-solving abilities with a focus on first-contact resolution The essential functions of this role include: working in a smoke free environment Skills Call Center financial insurance Communications Degree Communications Finance Degree finance Economics Economics Degree FINRA Customer Service Financial Services Sales Spanish speaking (1 year of experience is required) Qualifications Years of experience: 1 year Experience level: Entry Level Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected]. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility). This posting is open for thirty (30) days.

Financial Analyst

Forge Biologics Columbus, OH

Job Description Job Description About Forge Forge, a member of Ajinomoto Bio-Pharma Services, is a gene therapy development engine, focused on enabling access to life changing gene therapies and helping bring them from idea into reality. We partner with innovators in the gene therapy community: scientists, physicians, biotech/pharma companies, and patient groups. We bring expertise in gene therapy manufacturing and therapeutics development to the table, helping to champion teams that are navigating the long road from the lab bench to the bedside. Our goal is simple but vital to patients living with disease, and we take it seriously. With a patient-first approach, we are forging new models for working together to better accelerate these transformative medicines to reach those who need them the most.  Forge is based in Columbus, Ohio, in a 200,000 square foot facility known affectionately by team members as, the Hearth. The Hearth, is a custom-designed cGMP facility dedicated to AAV manufacturing and hosts scalable, end-to-end manufacturing services. About The Role We are currently seeking a Financial Analyst to join the Forge Biologics team. This is an exciting opportunity to join a high growth gene therapy manufacturing and therapeutics development company located in Columbus, Ohio. The candidate will work directly with Finance leadership as well as having exposure to the leaders and departments across the organization. The ideal candidate will be heavily involved in corporate budgeting, periodic reporting presentations, periodic forecasting, and supporting results commentary across the organization. The candidate will develop partnerships across various departments, the ability to identify risk, and create/maintain adaptable financial modeling. This position requires an analytical mindset, critical thinking, adaptability, organizational and task management skills. What You'll Do Prepare management reporting and board materials Partner in the execution of Forge's annual budget and forecasting procedures Partner in creating and maintain financial analyses to aid in understanding the company performance/results Produce insightful budget, forecast, and actual result presentations highlighting key performance indicators Prepare and understand variances in monthly financial performance, both against budget, forecast and prior periods. Communicate financial trends in a concise manner to department leaders Aid in process improvements and automation in Forge's Financial reporting process Able to identify trends across multiple reporting tools/systems and present in a concise and well-organized manner Additional ad hoc Finance projects as needed What You'll Bring Bachelor's degree in Accounting, Finance, or a related field +2 years of experience in an FP&A or financial reporting role Proficiency in advanced Excel functions and tools. Experience with NetSuite is a plus. Ability to interpret complex data and provide actionable insights to support strategic decision-making Strong analytical skills with expertise in financial modeling and forecasting Ability to work effectively in cross-functional teams and build strong relationships with key stakeholders Excellent written and verbal communication to present financial information clearly and concisely to internal stakeholders Ability to succeed in a fast-paced, dynamic environment with shifting priorities and deadlines Ability to work onsite (Columbus, Ohio), 3-4 days/week on average Work Environment and Physical Demands This position works in a typical office environment where the physical work demands will vary depending on the specific tasks and duties required of the job. This is largely a sedentary role; persons holding office positions are generally subject to inside environmental conditions having the lighting, temperature, and noise of an open floor-plan office environment. Regularly operate a computer and other office equipment. Regularly communicate with others in person, over the phone, and electronically. Must be able to move and/or carry objects weighing up to 10 lbs. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned. Forge Biologics is an equal opportunity employer dedicated to building an inclusive and diverse workforce. Forge Biologics, provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Life at Forge We are a team of diverse, driven and passionate people working together to trailblaze a new model for how we make medicines to treat patients with genetic diseases. Our team members use their creativity and talent to invent new solutions, meet new demands, and offer the most effective services in the industry. Forge's core values lay the foundation for H.O.P.E. It provides us a common purpose that we all understand, work towards and live by.  H ARDWORKING - We work hard and smart, making a persistent and determined effort toward success. Working hard, with focus and desire is the key. O PEN - We strive to be approachable, actively listen and encourage others to contribute and speak up. We positively offer and receive constructive feedback. P URPOSE DRIVEN - We are passionate about working towards and delivering on our mission to manufacture gene therapies. E NGAGED - We are fully absorbed by and enthusiastic about our work and take positive action to further Forge's vision, mission and goals. We've Got You Covered We take the health and happiness of our employees seriously and are consistently evaluating new ways to make our benefits truly Un FORGE ttable. Health, Dental, and Vision insurance that starts on your first day at Forge, with 90% of premiums covered for team members as well as dependents Flexible PTO (plus 14 paid company holidays) Annual bonus for all full-time employees 401(K) company match Fully-stocked kitchen with free food/drinks 12 weeks of paid parental leave - additional discount programs include childcare support & dependent care Employee Assistance Program Wellness benefits (financial planning services, mental health counseling, employer paid disability) Professional & Personal development resources - LinkedIn Learning, a dedicate training staff in-house, mentoring opportunities & access to leadership development coaches

Financial Manager

Integrated Services for Behavioral Health Columbus, OH

Job Description Job Description We are seeking a Financial Manager!! Southeastern, OH Remote Position Working in collaboration with the Grant & Development Business Administrator, the Financial Manager is responsible for financial support for the Development team and strategic project financial analysis/implementations. The Financial Manager is responsible for review and/or preparation/coordination of Development financial reports and reconciliations, as well as providing detailed analysis of new business ventures. The Financial Manager will serve as the back-up for the Grant & Development Business Administrator in their absence. The Financial Manager does not directly supervise positions. However, they will collaborate with accounting/finance team members ranging from entry level to mid-level management. The salary range for this position is $75,505.20 to $90,724.00 based on relevant experience. Essential Functions: · Draft policies/procedures as applicable for financial grant compliance · Prepare and/or review development/housing monthly entries/reports, ensuring timely completion (including work with external management companies). · Assist budget analysts as needed with departmental/grant variance analysis and reporting. · Assist Grant & Development Business Administrator with grant external auditing requirements. · Assist Grant & Development Business Administrator and Managing Directors of Housing with evaluation of external management companies. · Maintain Real Estate tracking schedule for all financial components. · Organize and maintain all financial documents within ISBH chosen system and ensure compliance with record retention regulations. · Collaborate with and assist the CFO on strategic project analysis and implementations. · Collaborate with Accounting Manager and serve as primary backup in their absence. · Performs other duties as assigned. Minimum Requirements: · Bachelor’s degree in business administration, accounting, or related field. · Master's of Business Administration designation preferred. · Minimum of 5 years related experience in grant financial reporting required. · Understanding of OHFA and Ohio Capital Corporation for Housing preferred. · Demonstrated high degree of cultural awareness. · Ability to use appropriate databases, spreadsheets, and other software. · Must be able to operate in an Internet-based, automated office environment. Enjoy a great work environment with a competitive salary, generous paid time off, and a strong benefits package! Benefits include: Medical Dental Vision Short-term Disability Long-term Disability 401K w/ Employer Match Employee Assistance Program (EAP) provides support and resources to help you, and your family, with a range of issues, including: - Managing stress, anxiety and depression -Improving relationships at home or work -Getting guidance on legal and financial concerns -Coping with occupational stress and burnout support -Addressing substance use issues To learn more about our organization: https://isbh.org/ OUR VISION Healthy people. Strong communities. OUR MISSION Delivering exceptional care through connection. OUR VALUES Dignity - We meet people where they are on their journey with respect and hope. Collaboration - We listen to understand and ask how we can best support the people and communities we serve. Wellbeing - We are inclusive; we celebrate one another's strengths, and we support one another in being well. Excellence - We demand high-quality care for those we serve and are a leader in how we care for one another as a team. Innovation - We deeply value diversity of thought and experience, knowing it is what inspires us to stretch past where we are and reach towards what we know is possible. We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Posted 18 hours ago

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Chief Financial Officer

Community Shelter Board Columbus, OH

Job Description Job Description POSITION DESCRIPTION Title Chief Financial Officer Function Administration Department Finance Pay Range $150,000 - $180,000 Exempt, Full-time Reports To President + CEO Join a purpose-driven organization at the forefront of addressing homelessness and creating transformative change. As the Chief Financial Officer, you will play a vital role in ensuring the financial health and efficiency of our mission-critical operations, directly contributing to the organization’s ability to fund life-changing programs. You’ll be a key architect of our financial health, ensuring every dollar is strategically allocated to maximize impact and drive sustainable solutions. Like all CSB staff members, the Chief Financial Officer fosters an atmosphere of dignity, respect, and inclusivity, adhering to CSB’s Code of Conduct. They ensure equitable treatment of all individuals, regardless of race, religion, color, national origin, ethnicity, ancestry, sex, sexual orientation, gender identity or expression, age, disability, veteran status, familial status, or socio-economic background. MINIMUM QUALIFICATIONS Demonstrated alignment with the organization’s mission and values. Bachelor’s degree in Accounting, Finance, or a related field required. CPA or Master’s degree preferred. 7 or more years of senior financial management experience. 5 or more years of experience in a senior leadership role. Experience in non-profit or government-funded organizations preferred. Knowledge of Housing and Urban Development (HUD) funding, Unified Funding Agency (UFA) compliance, and grant management. Strong written and verbal communication skills, including public speaking. Experience working at a quasi-government or system level non-profit organization. WHY JOIN US? You will partner with visionary leaders, including the President + CEO and the Board of Trustees Finance + Audit Committee, to steer financial strategy and ensure that CSB remains a trusted steward of public and private funding. This is more than a financial leadership role—it’s an opportunity to shape the future of homelessness response in Columbus and Franklin County. Your expertise in financial planning, investment strategy, and risk management will fortify our ability to deliver innovative, life-changing programs that help people find stability, dignity, and a place to call home. We prioritize your well-being with comprehensive benefits, including medical, prescription, dental, vision, life, and disability insurance. We also offer a 401(k) retirement plan with employer contributions, pre-tax savings options, paid leave, and more to support a balanced and fulfilling career. KEY RESPONSIBILITIES Strategic Leadership Serve as a key member of the executive leadership team contributing to overall strategic direction of the organization and ensuring finance strategies align with and support organizational goals. Collaborate with other senior leaders to ensure integrated and cohesive finance strategies across all departments. Team Leadership and Development Participate in the hiring process for new employees. Guide and nurture team performance, ensuring continuous growth and development. Ensure that each team member has an up-to-date job description and regularly review for accuracy and alignment with organizational needs. Financial Strategy and Leadership Develop and execute the organization’s financial strategy to support short-term operations and long-term goals. Provide expert financial guidance to the President and CEO, Board of Trustees, and Executive Leadership Team. Lead the development of financial forecasts, identifying opportunities for growth and cost efficiencies. Assess and mitigate financial risks to ensure organizational stability. Budgeting and Financial Oversight Lead the annual budget process, collaborating with all departments to ensure alignment with strategic goals. Oversee all financial reporting, ensuring compliance with HUD and other funders’ requirements. Ensure proper allocation and utilization of grant funds, including monitoring restricted funds. Coordinate with the Grants Management and Compliance Director to ensure seamless financial oversight of federal and partner agency funding. Compliance and Risk Management Ensure compliance with all federal, state, and local financial regulations, including HUD Continuum of Care and UFA requirements. Conduct financial audits and prepare for external audits, ensuring transparency and accountability. Manage financial risks, including cash flow, investments, and liability. Operational Management Supervise the Finance team, ensuring effective management of daily accounting operations. Oversee payroll, accounts payable, accounts receivable, and financial reporting processes. Ensure efficient financial management software and technology use for reporting and decision-making. Strategic Partnerships and Board Engagement Serve as a critical liaison to the Board of Trustees' Finance + Audit Committee. Prepare and present financial reports and updates to the Board, providing strategic recommendations. Cultivate relationships with funders, banking institutions, and other financial stakeholders to support organizational growth. SKILLS, KNOWLEDGE, AND ABILITIES Advanced knowledge of financial management, including grant compliance, HUD funding, and non-profit accounting. Clear and persuasive communicator, able to present complex financial information to diverse audiences. Proficient in financial management systems, including QuickBooks, Excel, and database tools. Working knowledge of strategic planning principles. Intermediate to mastery level skills in Microsoft Windows, Outlook, Office, Access, Excel and Internet. Knowledge of leadership role, responsibilities, and effective practices including ability to train, supervise, motivate, and evaluate the performance of subordinates. Excellent communication skills, both oral and written. Excellent organizational skills. Exceptional time management skills and ability to complete projects on time and within budget. Demonstrated ability to attend to detail accurately. KEY COMPETENCIES Upholds Core Values : Consistently demonstrates a strong commitment to core values and beliefs, guiding ethical behavior and decision-making. Integrity and Trustworthiness : Earns widespread trust by being direct, truthful, and transparent in all interactions. Decisiveness Under Pressure : Capable of making timely decisions, even when faced with incomplete information, tight deadlines, and high-pressure situations. Tactful Communication : Skilled in crafting sensitive and discretionary correspondence, demonstrating sound judgment in addressing inquiries and conveying information. Strategic Planning : Effectively scopes out project length and complexity, developing realistic schedules and assignments for successful execution. Approachable and Empathetic : Easily approachable, builds rapport quickly, and listens actively, fostering positive relationships and open communication. Collaboration : Works effectively across teams and with external stakeholders. Analytical Skills : Strong ability to interpret and act on complex financial data. Leadership : Develops and empowers the finance team to achieve excellence. PHYSICAL OR MENTAL DEMANDS Ability to manage multiple complex compliance and operational projects in a fast-paced environment. Strong analytical and reasoning abilities to address compliance and operational challenges. High energy level, comfortable performing multi-faceted projects in conjunction with normal activities. Ability to multi-task and maintain/oversee multiple projects simultaneously. Well-organized. Well-developed interpersonal skills; ability to get along with diverse personalities; tactful, mature, flexible. Ability to establish credibility and be decisive but able to recognize and support the agency’s needs and priorities. Quick learner – able to grasp and oversee all departmental functions and comfortable in a fast-paced environment.

Director Financial Planning & Analysis

ALTA IT Services Columbus, OH

Job Description Job Description FINANCIAL PLANNING & ANALYSIS MANAGER (FP&A MANAGER) ALTA IT Services has a direct hire opening for a Financial Planning and Analysis Manager (FP&A Manager) to support a highly regarded national power company. The work location is Columbus, Ohio Primary Responsibilities: Maintain and improve the corporate multi-year strategic planning financial model including P&L, balance sheet, and cash flow models Utilize strategic planning analytical models to provide recommendations to the management team relative to key long-term decisions and initiatives rive budgeting and forecasting processes; Compile annual budget, development, consolidation, review, and presentation Maintain high-level analysis of actual period results versus strategic and annual planning targets Maintain and improve monthly cash flow analysis and forecasts (rolling 12 months) Develop simple, reliable weekly and monthly reporting documents (forecast vs actual, metrics, and KPIs) Develop additional tools and models that help with decision-making and maintain these on a monthly and quarterly basis as required Develop forecasts and/or budgets for products, functions, and overhead pools Make recommendations to management on financial performance projections using financial and business knowledge and experience Provide analysis that supports decisions related to capital allocations, develop a Capex plan based on information collected from other leaders Support periodic product pricing analysis through the preparation of materials, labor, and overhead cost inflation actual and forecast impacts Initiate variance analyses and provide an understanding of operational and financial performance to management Prepare meaningful analysis on financial trends and key metrics for COGS functions, including inventory transactions, gross margin analytics, and variances Analyze cost variances, determine root causes, and prepare recommendations and alternatives for improvements Provide monthly managerial reports in Excel and PowerPoint for review with functional heads, which include key metrics, financial results, and variance analysis for all Gross Margin components Investigate and deep dive into material costing and related transactions/questions (purchase orders, receiving, consumption, cost allocation) Compile data from multiple sources and develop performance reports for SG&A labor and non-labor reporting Analyze operational performance and provide reasons for cost and schedule variances, as well as the financial impact, recovery opportunities, and delivery impacts Cost accounting Subject Matter Expert for ERP and other operational systems (e.g., Inventory/Warehouse, Materials Requirement Planning) Identify and implement opportunities to streamline and improve existing business processes to improve performance and output quality across the organization Ad hoc assignments that improve financial and operational processes Significant role in preparing Board of Directors presentation material Assist with due diligence and integration planning for potential acquisitions Job Qualifications: Bachelor’s degree in Accounting, Finance, Economics, Statistics, Math, Business Administration or a related quantitative field 5+ years of relevant experience in Financial Accounting or Financial Planning and Analysis, focused on cost and inventory accounting in a manufacturing environment Experience with Financial Modeling, Product Costing, Inventory Management, Variance Analysis Demonstrated experience in P&L analysis, Cash Flow Forecasting, Capital Planning, and inventory analysis Proficient in analyzing and understanding profitability levers, cost drivers, and existing KPIs, as well as capable of developing appropriate KPIs and improving existing ones Strong mastery of financial statement modeling Expert-level Microsoft Excel modeling skills and PowerPoint presentation skills Experience with ERP and related tools for reporting and analysis Exceptional analytical skills and a passion for diving into numbers and problem-solving High attention to detail for data integrity and quality of reporting Highly organized and great at planning the unforeseen, prioritizing responsibilities and tasks Proven high performer with the ability to work autonomously and take initiative Ability to work with strict deadlines and understand and respond to changing priorities Ability to maintain confidential information Ability to work closely with private equity owners Base salary range: Commensurate with experience $125,000 + annually, plus bonus plan and benefits.

Manager, Financial Planning & Analysis

Lighthouse Behavioral Health Solutions Columbus, OH

Job Description Job Description Lighthouse Behavioral Health Solutions (LBHS) provides individual, outpatient, intensive outpatient, partial hospitalization, residential, psychiatric services, and medication assisted treatment for mental health and substance abuse treatment needs. We are a treatment facility that prides itself in a welcoming and compassionate approach to substance use and mental health treatment. We believe our clients can achieve recovery and be valued community members through positive engagement and meaningful participation in treatment. Our Goal: Our comprehensive approach to addictions treatment provides a continuum of care that begins with asking for help and continues through to ongoing peer support. In addition to our state-of-the-art treatment facilities and peer support centers across Central Ohio, we work to remove barriers and promote access to care through our integrative approach and evidence-based clinical treatment. Join our exciting and fast-growing company in which you will have an impact on improving people's lives! Lighthouse Behavioral Health Solutions (LBHS) is looking for quality candidates who are pursuing professional growth in a supportive environment and can thrive in a collaborative team-focused culture. 9 Paid Holidays Paid Time Off Sick Time Off Paid continuing education opportunities Paid parental leave Medical/Dental/Vision 401(k) Life Insurance STAR/HRSA/Ohio student loan forgiveness programs (for applicable roles and locations) Position: Manager, Financial Planning & Analysis (FP&A) Job Summary: The Manager, FP&A will provide financial leadership and become a trusted thought partner to the business. In this newly created role, you will develop budgets, forecasts, financial models, and performance analyses that will directly influence strategic decision-making and drive the company's financial health and sustainability. Additionally, you will be responsible for a wide range of activities including analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, and advising the CFO and business leaders on initiatives to increase profitability and efficiencies. The individual will bring experience, energy, and insight to influence business decisions and strategic projects to ensure key financial considerations are well understood, clearly communicated, and closely monitored. This position reports to Chief Financial Officer. Duties and Responsibilities: Duties include, but are not limited to: Develop and publish monthly, quarterly, and annual financial reports for management and internal customers. Assist in the development of long-term strategic plans by providing financial projections and scenario analysis. Manage financial budgeting, reporting, forecasting and analysis. Perform variance analysis to understand the key drivers of financial results and prepare commentary to the executive team and board explaining changes from prior forecasts/budgets. Help design new reports and dashboards to efficiently deliver the financial results to senior management. Coordinate the annual budgeting process, quarterly forecasts, and long-range financial planning. Collaborate with business leaders to develop and implement financial strategies and initiatives. Assist internal customers with preparation of business cases for new projects and initiatives, ensuring sound financial planning and alignment with company goals. Analyze financial results and performance against budget, forecast, and prior periods. Identify trends, risks, and opportunities through financial data analysis, offering actionable insights for continuous improvement. Collaborate with department heads to understand key business drivers and their impact on financial performance. Drive continuous improvement in financial planning and analysis processes, implementing best practices and tools to enhance reporting efficiency and accuracy. May supervise and mentor financial staff, providing clear guidance, performance feedback, and opportunities for professional development. Other duties as assigned. Required Experience/Certifications: Bachelor's degree in finance, accounting, or a related field; or equivalent experience. At least 4 years' experience in FP&A and/or financial reporting. Strong analytical and problem-solving skills, with a proven track record in financial modeling and forecasting. A high level of accuracy and attention to detail coupled with strong executive presence and influence. Good communication and presentation skills, with the ability to convey complex financial information to non-financial business partners. Strong proficiency in financial software and tools (e.g., Excel, ERP systems, financial modeling software). Ability to thrive in a lean, fast-paced, dynamic environment and manage multiple priorities. Must pass BCI check, all Corporate Compliance checks, and employment drug screen. Desired Experience/Certifications: Master's degree in finance, accounting, or a related field. CFA or CPA certification preferred. Previous experience working in a private equity (PE) backed company a plus. Schedule: Monday - Friday 8:30am-5:00pm Compensation : $92,000 - $123,000 annually Location : 140 E Town St Columbus, OH 43215 LBHS offers benefits such as competitive compensation based on industry standards, health insurance benefits which include medical/dental/vision/life/disability, paid time off, paid holidays, 401k plan, Employee Assistance Program (EAP), education reimbursement program, and paid parental leave. Lighthouse is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, sexual orientation, disability status, genetics, gender identity and/or expression, protected veteran status, or any other characteristic protected by federal, state, or local law. LBHS adheres to Title VII of the Civil Rights Act as amended, Ohio Civil Rights Act, and all applicable rules and regulations. LBHS is an equal opportunity employer.

Analyst - Financial Reporting

Prairie Capital Advisors, Inc Columbus, OH

Job Description Job Description Overview Now Hiring! Analyst - Financial Reporting Location: Columbus, OH Schedule: 8:00AM - 5:00PM, M-F (On-Site) Prairie Capital Advisors, Inc. is an employee-owned company that offers investment banking, ESOP advisory and valuation services to support the growth and ownership transition strategies of middle-market organizations. Our core values of Integrity , Respect , Teamwork and Passion are the foundation of our business. As an employee-owned firm, cultural fit is extremely important to us. Many companies talk about their culture – but we believe a truly special environment is formed when you build successful people around you. When you are passionate about what you do and those around you, it shows. Our employee-owners enjoy a highly collaborative and entrepreneurial environment where they are given as much responsibility as their experience and capabilities permit. We are currently seeking an Analyst to join the team in our Columbus, OH office. This individual will spend most of their time developing valuation analyses and reports for privately held and publicly traded clients. Engagement types primarily include valuations for: financial reporting (i.e., purchase price allocations, portfolio and fund valuations, equity-based compensation valuations, and indefinite and long-lived intangible asset impairment testing), employee stock ownership plans and/or corporate and shareholder fair market value engagements. In this role you will attend professional conferences and firm webinars and actively participate in relevant professional organizations. Job Responsibilities Develop valuation and ad hoc financial models (i.e. discounted cash flow analysis and public company comparisons) Write custom client deliverables, including valuation reports and presentations, across a variety of industries Interview privately held business owners and their CFOs Work directly with Prairie’s Directors and Managing Directors throughout all phases of the engagement, participating in discussions and due diligence meetings, presenting and justifying analysis to clients, boards, and other stakeholders as well as outside assurance and tax advisors Achieve project milestones independently within a collaborative environment Develop relationships with Prairie’s fellow employee owners, clients and business partners Position Requirements Bachelor's degree in finance/accounting/economics One to two years of accounting or corporate finance experience preferred Desire to obtain the ASA or CFA designation Strong proficiency in MS Office applications, including Excel, Word and PowerPoint Demonstrated communication, analytical and problem-solving capabilities with the ability to manage timelines while prioritizing multiple assignments Strong work ethic, personal integrity, and commitment to meet frequent deadlines Willingness to travel when necessary, approximately 10% All applicants must be U.S. citizens or authorized green card holders not requiring visa sponsorship now, or in the future Total Compensation: $72,800 - $83,200 Benefits Statement: At Prairie Capital Advisors, we believe in fostering a supportive and enriching environment that promotes the well-being of our employees both professionally and personally. We are proud to offer a comprehensive benefits package designed to help you live a happy and healthy life inside and outside the office. Our benefits include: Medical, Dental, and Vision Insurance: Comprehensive coverage to meet your healthcare needs. Short and Long-Term Disability Insurance: Financial protection in case of unexpected health issues. Basic Life and Accidental Death & Dismemberment Insurance: Peace of mind for you and your loved ones. Generous Sick and Vacation Time: Ample time to rest, recharge, and spend with family and friends. Paid Parental Leave: Support for you to bond with your new child. At Prairie Capital Advisors, we are committed to ensuring our employees' well-being and work-life balance. Join us and experience a workplace that values your health and happiness. EEO Statement: Prairie Capital Advisors is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors. E-Verify Statement: Prairie Capital Advisors participates in the federal government’s E-Verify program, which confirms employment authorization of all newly hired employees and most existing employees through an electronic database maintained by the Social Security Administration and Department of Homeland Security. For all new hires, the E-Verify process is completed in conjunction with the Form I-9 Employment Eligibility Verification on or before the first day of work. E-Verify is not used as a tool to pre-screen candidates. For up-to-date information on E-Verify, go to www.uscis.gov and click on 'E-Verify' located near the bottom of the page.

Chief Financial Officer & Controller

Confidential Columbus, OH

Chief Financial Officer & Controller About the Company Well-established company providing high-quality services Industry Financial Services Type Privately Held About the Role The Company is in search of a CFO/Controller to join their team. The successful candidate will be responsible for overseeing the financial operations of the company, including the preparation and analysis of financial statements in compliance with GAAP and the financial reporting requirements of a publicly traded company. Experience with private equity and a strong background in financial consolidations, particularly in the context of mergers and acquisitions, is essential for this role.Applicants for the CFO/Controller position at the company should have a proven track record in a similar role, with a deep understanding of financial management, strategic planning, and risk management. The role requires a leader who can provide financial guidance to support the company's growth and ensure the integrity of its financial operations. A Bachelor's degree in finance, accounting, or a related field is required, and a Master's degree or CPA is preferred. The ideal candidate will have excellent communication skills, the ability to work effectively with cross-functional teams, and a proactive approach to problem-solving. Travel Percent Less than 10% Functions Finance Operations