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Finance consultant jobs in Bay Village, OH

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  • Senior Financial Planning Analyst

    Arhaus 4.7company rating

    Finance consultant job in Boston Heights, OH

    Arhaus was founded in 1986 on a simple idea: Furniture and décor should be sustainably sourced, lovingly made, and built to last. Today, we partner with artisans around the world who share our vision, creating beautiful, heirloom-quality pieces that can be used-and loved-for generations. Description: The Senior Financial Analyst is responsible for planning and forecasting sales, margin and inventory, analyzing and monitoring the P&L and providing comprehensive monthly and quarterly variance analysis. This role contributes to the budgeting process and supports ad hoc analysis on various departmental expenses. This role is location onsite at our Corporate Office in Boston Heights, OH with a hybrid schedule. Essential Duties & Responsibilities: Analyze and report on key drivers of sales, margin, and inventory performance, highlighting risks and opportunities Assist in preparation of annual, monthly and daily sales plans Lead monthly forecast updates and variance analysis in partnership with Sales, Marketing and other department heads Support the annual Budget and Long Range Plan processes with a focus on sales, margin and inventory Prepare business performance reporting and presentation materials for management, investors, and the Board of Directors Develop and enhance financial models to deliver scenario and ad hoc analysis related to sales trends, margin drivers and inventory positions Identify and implement process improvements to increase efficiency, data accuracy and planning discipline Requirements: Must have a Bachelor's degree in Finance or Accounting, Master's degree preferred Must have at least 3 years of relevant experience in an FP&A role Must be advanced in Microsoft Excel, specifically in using functions, pivot tables, data analysis, and building financial models Must be proficient in Microsoft PowerPoint Must be knowledgeable of GAAP accounting and how it relates to budgeting and forecasting Must have functional knowledge of financial analysis, budgeting, forecasting, and the ability to write financial reports Must have strong verbal and written communication skills Must have strong analytical and problem-solving skills Must have a high level of ethics, integrity, judgment, and confidentiality Retail experience a plus Arhaus is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Arhaus is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Arhaus are based on business needs, job requirements, and individual qualifications, without regard to race, color, sex, sexual orientation, gender identity, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Arhaus will not tolerate discrimination or harassment based on any of these characteristics. Arhaus encourages applicants of all ages.
    $78k-103k yearly est. 22h ago
  • Financial Analyst

    BGSF 4.3company rating

    Finance consultant job in Norwalk, OH

    BGSF has teamed up with a large medical center who is in search of a Financial Analyst on a long-term contract basis. Please note that this will be a long-term contract and operate on a hybrid schedule. Please note, candidates must already be local to the Norwalk, OH area, we cannot consider anyone for relocation. Duties Conduct comprehensive financial analysis, including cash flow analysis, profit & loss assessments, and cost accounting evaluations. Develop and maintain financial models to support business planning and investment decisions. Prepare detailed financial reports that summarize findings and present actionable insights to stakeholders. Utilize advanced Excel functions such as pivot tables and VBA for data manipulation and reporting. Collaborate with cross-functional teams to gather data for budgeting, forecasting, and strategic planning initiatives. Daily maintenance of budgeting, reporting and cost accounting. Work with reconciliations of the GL and payroll. Perform quantitative research to assess market trends, investment opportunities, and financial performance metrics. Support corporate finance activities including investment banking processes, governmental accounting, and ERP systems management. Ensure compliance with financial regulations while maintaining accurate records in Hyperion or similar platforms. Job Requirements Bachelors Degree in Finance or Accounting required Must have 1+ year of financial analysis experience Must be local to the Norwalk, OH area and comfortable working in a hybrid setting Strong Microsoft Excel experience
    $45k-62k yearly est. 3d ago
  • Investment Banking Associate

    Brown Gibbons Lang & Company 4.0company rating

    Finance consultant job in Cleveland, OH

    Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries. Job Description Investment Banking Associates at Brown Gibbons Lang & Company have a strategic position and will oversee the preparation of financial analyses, conduct due diligence, develop offering presentation materials, and participate in the structuring and execution of a wide variety of transactions. Investment Banking Associates assume an integral role in transaction execution and client interaction, as well as participation in marketing efforts and identifying prospective clients. Investment Banking Associate Responsibilities: BGL Investment Banking Associates enjoy a high level of involvement at every stage of the transaction and frequently interact with senior level bankers and management of client companies. They are active contributors during every phase of the transaction process and are integral to each transaction team. Additionally, Associates work closely with senior bankers to assist with their new business efforts. Investment Banking Associates at BGL act as primary processors of transactions and proposals. Associates are expected to master all aspects of transaction execution, including new business presentations, financial modeling and analysis, industry research, and preparation of other written materials. Associates are required to have the ability to work on two to three transactions at any one time. As they become more experienced, Associates will be expected to manage transactions along with senior bankers and help coordinate the activities of team members, clients, attorneys, and accountants. Job Responsibilities: Supporting senior bankers in transaction execution and client management Performing financial analysis Identifying potential investors, buyers, acquisition targets or merger partners Conducting industry research Participating in new business development Cultivating analyst development Qualifications Candidates for this position should be dynamic, highly-motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market. Successful candidates possess the following characteristics: Bachelor's Degree required, MBA preferred Two or more years of previous experience in Investment Banking Outstanding academic record Strong accounting and financial modeling knowledge and experience Excellent interpersonal skills Excellent written and verbal communication skills Ambitious team player with commitment to excellence Additional Information We have Investment Banking opportunities available in our Cleveland, OH and Chicago, IL offices.
    $96k-141k yearly est. Auto-Apply 3d ago
  • Financial Management Intern - Summer 2026

    Federal Reserve Bank of San Francisco 4.7company rating

    Finance consultant job in Cleveland, OH

    CompanyFederal Reserve Bank of ClevelandThe Federal Reserve Bank of Cleveland is part of the nation's central bank. We've provided many opportunities for professional growth during our history. For twenty-six years in a row, we've been named “One of Northeast Ohio's Best Places to Work” by North Coast 99. This prestigious award honors organizations with outstanding employment practices, including compensation, benefits, training, recruitment, retention, community services, and employee communications. Our People Make the Difference! The Federal Reserve Bank of Cleveland is seeking innovative thinkers with vision to build the framework that will carry the Bank into the future. Follow us on LinkedIn, Twitter, Instagram, and our YouTube channel - Cleveland Fed To be considered for this role, candidates must be a U.S. citizen, permanent resident, or green card holder. Our interns will work onsite at our Cleveland, Ohio location. We're looking for collaborative and innovative full-time students entering their sophomore year or beyond. Our student interns work 40 hours per week for the duration of a 10- to 12-week internship that starts as early as June and ends as late as September, depending on student schedules and business needs. Take your skills to the next level and gain valuable experience contributing to work within Financial Management. As an intern, you may work with one or more of Financial Management's functions to: Assist with execution of the current department strategic plan and be a part of developing future strategic initiatives for implementation in 2026 and beyond Learn about the unique aspects of the Federal Reserve Bank's financial statements Assist with the preparation of journal entries, management of the general ledger, and account reconciliations Assist with annual asset confirmation survey and salvage value review Learn the fundamentals of budget maintenance and customer service Assist with preparing and distributing customer reports along with developing new job aids and training materials to support ongoing customer engagement strategies Learn about Agile methodologies and how they can be useful in product and tool development to meet stakeholders needs efficiently Assist in the development of new data analytics tools and visualizations which will be used for executive-level reporting Assist with the identification, monitoring, and resolution of key process risk and controls Work with the sourcing team on procure-to-pay activities Research sourcing and contract data information within the Bank's Enterprise Resource Planning Applications Learn sourcing and procurement concepts and its impact on all financial management functions Requirements for Financial Management Internships: Currently pursuing an undergraduate or graduate degree in Finance, Accounting, Business, Data Analytics, or a related field with a minimum GPA of 3.0. Should have at least one semester left to complete in school. Strong computer/technical skills required. Proficiency with Microsoft Office products, specifically Excel and Access (or familiarity with other data access tools). Ability to work in a deadline driven environment and ability to multitask. Ability to work both in a group setting and on an individual basis. Strong oral and written communication skills. What We Offer: Hands-On Experience: Gain practical experience and insights into the operations field through real-world projects and challenges. Mentorship: Receive guidance and mentorship from experienced professionals who are committed to your development. Networking Opportunities: Build connections within the industry and with fellow interns and employees. Professional Development: Participate in workshops, training sessions, and seminars designed to enhance your skills and knowledge. Physical Demands and General Working Conditions This is not necessarily an exhaustive list of all responsibilities, duties, performance standards or requirements, efforts, skills or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, the Federal Reserve Bank of Cleveland reserves the right to revise this or any job description at any time. Bank's Ethics Rules and Drug Testing: As a condition of employment, Federal Reserve Bank of Cleveland employees must comply with the Bank's ethics rules which generally prohibit employees, their spouses/domestic partners, and minor children from owning or controlling, directly or indirectly, any debt or equity interest in a depository institution or an affiliate of a depository institution. A "depository institution" means a bank, a trust company, or any institution that accepts deposits, including a bank chartered under the laws of a foreign country. In addition, employees (and their spouses/domestic partners, and minor children) may not own shares of mutual funds, unit investment trusts or ETFs that have a policy, as stated in the prospectus, of concentrating in the financial services industry and that have underlying investments in banks or other depository institutions. If you or your spouse/domestic partner or minor child own such securities and would not be willing or able to divest them if you accepted an offer of Bank employment, you should raise this issue with the recruiter for this posting. In addition, as a condition of employment, candidates must undergo a background check and will be tested for all controlled substances prohibited by federal law, to include marijuana, prior to hire and for certain safety sensitive positions during employment. Always verify and apply to jobs on Federal Reserve System Careers or through verified Federal Reserve Bank social media channels Reasonable Accommodation Statement - The Federal Reserve Bank of Cleveland is committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. To request a reasonable accommodation for any part of the employment process, please send an email to **************************************** Full Time / Part TimeFull time Regular / TemporaryTemporaryJob Exempt (Yes / No) NoJob CategoryInternship Family GroupWork ShiftFirst (United States of America) The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences. Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels. Privacy Notice
    $28k-30k yearly est. Auto-Apply 8d ago
  • Finance & Accounting Intern, Summer 2026

    The J. M. Smucker Company 4.8company rating

    Finance consultant job in Orrville, OH

    Your Opportunity as a Finance Intern As an intern within our Accounting and Finance organization, responsibilities will vary based on the department and role within Finance. We have internship opportunities in Financial Reporting, Plant Finance, Finance Technology, Customer Finance, Tax, Treasury, Insurance, Payment Services, Payroll, Internal Audit, Financial Planning & Analysis, and Strategic Business Areas within Coffee and Consumer Finance. Location: Orrville, Corporate Offices Work Arrangements: Hybrid - onsite a minimum of 9 days a month primarily during core weeks as determined by the Company; maybe more as business need requires In this role you will: Receive personalized training and may assist with responsibilities including journal entries and reconciliations, financial statement preparation, financial projects, tax compliance, financial planning and forecasting, audit support, cash management, or item and customer profitability analysis. Contribute meaningful work alongside analysts, managers, directors, and executives. Develop an overall understanding of corporate finance. Have the opportunity to take on flow to the work assignments across a variety of finance departments. What we are looking for: A Freshman, Sophomore, Junior or Senior standing in school with requisite educational experience in accounting, finance, actuarial science, analytics, statistics, economics, mathematics or another relevant field A well-rounded skill set including strong time-management, attention to detail, written and oral communication, teamwork skills, as well as a proficiency in MS Excel. Application Period: Application period closes on November 1st, 2025 Why Choose the J.M. Smucker Company's Internship Program? Are you seeking an exceptional internship experience at a Fortune 500 company? At Smucker, we are dedicated to providing a world-class, award-winning internship that offers you the opportunity to: Learn: Unlock your potential in a collaborative and supportive environment where you are treated like a true peer and challenged to be your best. Grow: Benefit from hands-on training with a dedicated mentor and connect with peers and leaders throughout the company. Lead: Contribute to high-profile projects that support our Company's growing categories like snacks, coffee and pet food. Additional Perks: Along with engaging work, we offer a variety of benefits to ensure your internship is both rewarding and memorable. These include: Unique opportunities to network and interact with company leadership Customized professional development sessions Networking events and social outings with fellow interns Access to a fully equipped fitness center, complete with a basketball court, indoor walking track, and recreational league sports The Orchard, our gourmet cafeteria, offering breakfast and lunch with seasonal and locally-sourced ingredients A competitive compensation package, including paid corporate holidays Compensation range: $19 - $24.50/hr **Actual hourly rate is determined based upon the year of college that will be completed at the start of the internship** Employee discounts at our Company Store A housing stipend for interns relocating for the program Experience an internship where you can learn, grow, and lead - all while being part of something special at Smucker. Learn more about working at Smucker: Our Internship Program Delivering on Our Purpose Our Continued Commitment to Ensuring a Workplace for All Follow us on LinkedIn
    $19-24.5 hourly Auto-Apply 5d ago
  • Analyst, Travel & Meetings - Corporate Services Procurement

    6090-Johnson & Johnson Services Legal Entity

    Finance consultant job in Brunswick, OH

    At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at ******************* Job Function: Procurement Job Sub Function: Category Job Category: Professional All Job Posting Locations: New Brunswick, New Jersey, United States of America Job Description: Johnson & Johnson is recruiting for an Analyst, Travel & Meetings - Corporate Services Procurement to support the Travel & Meetings and Corporate Services Procurement categories. This position will be based in New Brunswick, NJ (preferred) and is part of the GS Procurement organization. At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow and profoundly impact health for humanity. Learn more at *******************/. The Analyst will provide operational, analytical, and project support across both categories, contributing to supplier management, data analysis, reporting, and stakeholder coordination. This role is ideal for a detail-oriented and collaborative individual looking to grow within a dynamic procurement environment. Key Responsibilities: Support category leads with data analysis, reporting, and insights to inform strategy and decision-making. Manage low to medium complexity supplier relationships. Partner with internal stakeholders to gather stakeholder requirements and provide procurement support. Conduct analysis and gather external market insights to provide actional insights. Maintain procurement systems and tools, ensuring data accuracy and timely updates. Support compliance with procurement policies and procedures, including documentation and audit readiness. Lead or contribute to project management activities including timelines, deliverables, and stakeholder communications. Preparation of presentations and reports for leadership and cross-functional teams. Qualifications: Education: - Bachelor's degree required, preferably in Business, Supply Chain, Finance, or related field. Experience: A minimum 3 years of relevant experience in procurement, supply chain, finance, or business operations is required. Strong analytical skills, with attention to detail and proficiency in Excel, PowerPoint, and data visualization tools is required. Excellent organizational and communication skills is required. Ability to manage multiple priorities and work effectively in a cross-functional team environment is required. Experience with procurement systems (e.g., Ariba, SAP, Tableau) is a plus. Strong system capabilities to learn reporting and dashboard tools supplied by preferred agency partners, such as Concur online booking, Air Cockpit (Amex GBT), Hotel Lobby (Amex GBT) and Cvent (M&E reporting). Must be fluent in English (reading, writing, speaking). This position will be based in New Brunswick, NJ (preferred), and may require up to 10% travel. Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. Johnson & Johnson is committed to providing an interview process that is inclusive of our applicants' needs. If you are an individual with a disability and would like to request an accommodation, external applicants please contact us via *******************/contact-us/careers . Internal employees contact AskGS to be directed to your accommodation resource. The anticipated base pay range for this position is : $77,000- $124,200 Additional Description for Pay Transparency: The compensation and benefits information set forth in this posting applies to candidates hired in the United States. Candidates hired outside the United States will be eligible for compensation and benefits in accordance with their local market. The Company maintains highly competitive, performance-based compensation programs. Under current guidelines, this position is eligible for an annual performance bonus in accordance with the terms of the applicable plan. The annual performance bonus is a cash bonus intended to provide an incentive to achieve annual targeted results by rewarding for individual and the corporation's performance over a calendar/performance year. Bonuses are awarded at the Company's discretion on an individual basis. Employees and/or eligible dependents may be eligible to participate in the following Company sponsored employee benefit programs: medical, dental, vision, life insurance, short- and long-term disability, business accident insurance, and group legal insurance. Employees may be eligible to participate in the Company's consolidated retirement plan (pension) and savings plan (401(k)). Employees are eligible for the following time off benefits: Vacation - up to 120 hours per calendar year Sick time - up to 40 hours per calendar year Holiday pay, including Floating Holidays - up to 13 days per calendar year of Work, Personal and Family Time - up to 40 hours per calendar year Additional information can be found through the link below. *********************************************
    $77k-124.2k yearly Auto-Apply 9d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance consultant job in Akron, OH

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $63k-110k yearly est. Auto-Apply 6d ago
  • AFC: Financial Planning Paraplanner

    Valmark Financial Group 4.1company rating

    Finance consultant job in Richfield, OH

    Job Description Financial Planning Paraplanner Summary: Financial Planning firm seeks a highly energized and confident financial planning paraplanner who will thrive in a busy environment. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn, and computer savvy. Superior phone and computer skills required. General Support (Additional duties may be assigned): Supports the Lead Advisor with analysis, client service and technical assistance Learns technical skills to prepare to service clients independently as a Service Advisor Analytical Support Analyzes client information and prepares reports and presentations Enters information into financial planning software and prepares draft financial plans Research products and product pricing and contacts carriers for information Client Service Answers basic questions for clients Shows clients how to access their accounts and read statements Presents product information or options to clients Handles requests for transfers of funds in and out of account Completes necessary forms for opening and maintaining accounts Interfaces with the broker-dealer or custodian to obtain information, account data and convey service requests Maintains information in the CRM system Sets up and retrieves reports in the portfolio management system (e.g., Tamarac, Albridge) Assists in generating performance reports The Ideal candidate will possess the following skills: College level courses in business/finance preferred 12 months securities or related industry experience preferred Previous customer service experience Ability to communicate with co-workers, customers and business contacts in a courteous and professional manner Ability to be at work on a regular basis Knowledge of general securities industry terminology and practices Ability to investigate, research, and resolve problems and concerns Ability to maintain confidentiality Ability to make rule-based and analytical decisions Ability to organize, prioritize and handle multiple tasks Ability to pay close attention to detail, work under pressure and meet deadlines Ability to take complete and accurate notes Skill in operating various office equipment including personal computer, copier, etc. Skill in utilizing various software packages such as Microsoft Office & Outlook Skills in written and verbal communication Willingness to obtain Series 7 and life and health insurance licenses CERTIFIED FINANCIAL PLANNER™ certification path preferred Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee will be required to sit, use hands, reach with hands and arms, and talk and hear. The employee is required to stand for short periods of time, walk and climb stairs. Benefits: Paid holidays, paid vacation, sick/personal days, 401(k), health insurance Equal Opportunity Employer
    $62k-113k yearly est. Auto-Apply 23d ago
  • Summer 2026 Financial Analyst Associate (Intern)

    GD Information Technology

    Finance consultant job in Fairview Park, OH

    Type of Requisition: Regular Clearance Level Must Currently Possess: None Clearance Level Must Be Able to Obtain: None Public Trust/Other Required: None Job Family: Interns Job Qualifications: Skills: Accounting, Finance, Financial Reporting and Analysis, Microsoft Office, Problem Solving Certifications: None Experience: 0 + years of related experience US Citizenship Required: No Job Description: GDIT Summer Internship Program - Summer 2026 Summer Finance and Accounting Associate Internship Sponsorship is not available for this role. At GDIT, our people are our business. We pride ourselves on the work our innovators do to support and secure some of the most complex government, defense, and intelligence projects across the world. We wouldn't be successful without our ability to attract new talent to join our team. What sets a GDIT internship experience apart from other organizations in the industry? GDIT's Summer Internship Program is designed with you in mind! Our internship provides you the opportunity to be a part of a collaborative team that is helping to solve our clients' most challenging matters. Throughout GDIT's 10-week Summer Internship Program, you will have the opportunity to do the following: Work side-by-side with GDIT professionals delivering work for clients. Collaborate with a team of peers to research and propose solutions to a current business challenge. Participate in a mentoring circle led by an early career champion. Interact with GDIT leaders. Participate in professional development. How You'll Make this Internship Opportunity Your Own Our Finance and Accounting Associate Internship is designed to make a direct impact on a broad variety of projects and help to co-create and deliver successful solutions to GDIT's internal and external clients. As a Finance and Accounting Associate (intern) you'll play a key part in driving company success by providing support to teams involved in the collection, validation and analysis of financial data used by decision makers. You will work closely with team members to provide data support, research and analytical services to those responsible for formulation and conduct of monetary, regulatory and supervisory policy. A Day in the Life Use modeling and analytics to understand how financial decisions impact our bottom line. Learn how to leverage new tools and technologies. Implementing new data collections Conduct research and analytical services related to financial data. Assist in planning and designing financial processes. Formulate recommendations to improve and support financial activities. Various duties that enhance the productivity and procedures of the company The Must-Haves Currently enrolled in an associate's, bachelor's or master's degree program economics, finance, statistics, accounting, or related discipline from a United States-based college or university. Excellent analytical and problem-solving skills. Strong planning and organizational skills. Basic understanding of Microsoft Office products (e.g., Word, PowerPoint, SharePoint, Excel, and Teams) What You'll Need to Deliver Your Best Every Day Strong interpersonal and written communication skills Experience using Excel, specifically data analysis, pivot tables, VLOOKUPs, and charts Ability to build meaningful relationships with manager and members of your team in a remote environment. Intuitiveness with an ability to identify and solve complex problems related to rapidly changing technology. A sense of genuine, intellectual curiosity and a nimble mindset Basic understanding of Microsoft Office products (e.g., Word, PowerPoint, SharePoint, Excel, and Teams) What you Offer as a Stand-Out Candidate Knowledge of accounting principles, interpreting financial statements, and exposure to quantitative financial analysis. Proficiency in VBA Knowledge of project management and data analytics. Analytical and quantitative skills: working with and synthesizing big data into actionable insights. Comfortable using data software to conduct analyses and synthesize findings. GDIT interns are paid and full-time (40 hours/week) for 10 consecutive weeks. Applicants should have a minimum of one semester remaining in their studies after their internship concludes. Take the first step and apply today! Note: We receive a high volume of applications and review them on a rolling basis. We encourage you to apply as soon as possible. Our goal is to follow up with you within two weeks of your application. The likely hourly rate for this position is between $19.55 - $26.45. This is not, however, a guarantee of compensation or salary. Rather, salary will be set based on experience, geographic location and possibly contractual requirements and could fall outside of this range. Scheduled Weekly Hours: 40 Travel Required: Less than 10% Telecommuting Options: Hybrid Work Location: USA VA Falls Church Additional Work Locations: Total Rewards at GDIT: Our benefits package for all US-based employees includes a variety of medical plan options, some with Health Savings Accounts, dental plan options, a vision plan, and a 401(k) plan offering the ability to contribute both pre and post-tax dollars up to the IRS annual limits and receive a company match. To encourage work/life balance, GDIT offers employees full flex work weeks where possible and a variety of paid time off plans, including vacation, sick and personal time, holidays, paid parental, military, bereavement and jury duty leave. To ensure our employees are able to protect their income, other offerings such as short and long-term disability benefits, life, accidental death and dismemberment, personal accident, critical illness and business travel and accident insurance are provided or available. We regularly review our Total Rewards package to ensure our offerings are competitive and reflect what our employees have told us they value most.We are GDIT. A global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. Our 30,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. We operate across 50 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development. Together with our clients, we strive to create a safer, smarter world by harnessing the power of deep expertise and advanced technology.Join our Talent Community to stay up to date on our career opportunities and events at gdit.com/tc. Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans
    $19.6-26.5 hourly Auto-Apply 12d ago
  • Finance Intern

    Avery Dennison 4.8company rating

    Finance consultant job in Mentor, OH

    Avery Dennison Corporation (NYSE: AVY) is a global materials science and digital identification solutions company. We are Making Possible products and solutions that help advance the industries we serve, providing branding and information solutions that optimize labor and supply chain efficiency, reduce waste, advance sustainability, circularity and transparency, and better connect brands and consumers. We design and develop labeling and functional materials, radio-frequency identification (RFID) inlays and tags, software applications that connect the physical and digital, and offerings that enhance branded packaging and carry or display information that improves the customer experience. Serving industries worldwide - including home and personal care, apparel, general retail, e-commerce, logistics, food and grocery, pharmaceuticals and automotive - we employ approximately 35,000 employees in more than 50 countries. Our reported sales in 2024 were $8.8 billion. Learn more at ********************** Job Description What we are looking for We are seeking innovators, collaborators, and problem solvers. Our interns do not shy away from a challenge, and are looking for a chance to create a real impact with our company. Avery Dennison's Internship Program has a single business focus to cultivate future talent for our rapidly growing organization. With a concentrated blend of experiential on-the-job learning, a dynamic environment, access to business leaders, and an encouraging team of co-workers, peers, and supervisors, the Internship Program will provide you the opportunity to sharpen your skills and collaborate on a number of strategic projects. We're seeking a Finance Intern to join our business in North America during the summer of 2026. You will provide Finance support for North America operations. In this role, you will assist with the close process and various analyses, and ensure all reporting deadlines are met while collaboratively working with the Finance Team and other Functions. You will also work on projects that support Finance's continuous efforts to standardize and streamline processes. The Finance Intern typically works for one of the following teams: + Commercial Finance + Operations Finance What you will be doing The primary roles and responsibilities of this internship will be: + Provide both regular (daily/weekly/monthly) and ad-hoc reports to help strategic decision-making for the business + Build and send monthly management reports + Support business unit and finance director/analysts on various analyses + Complete projects directly linked to the Finance Team efficiency initiatives + Providing intern report out at conclusion of role to steering committee What sets us apart Avery Dennison's Summer Internship Program is unlike any other with its emphasis on networking, community and support. From Day 1, networking is encouraged, promoted and expected within the program. As you are on-boarded with other summer interns and Early Careers Program associates from various tracks, you quickly develop a community of individuals all committed to make sure you have what it takes to succeed. A core component of the curriculum is the mentoring program. Paired with an Early Careers Associate or program graduate within the organization, the program focuses on the transition from college to corporate, leveraging strengths, networking and defining your early career path. In addition, as an organization that values diversity and inclusion, we welcome our Summer Interns to take an active role in our Employee Resource Groups(ERG's). ERG's are a group of employees that help advance and promote diversity, cultural awareness and an inclusive work environment. Some of our ERG's are Black Employee Resource Group (BERG), Elevate(Woman's), NEO Chinese Association, Unite(LGBT+), Veteran Employee Resource Group (VERG), and Voz Latina. Internship positions at Avery Dennison are paid and relocation assistance is provided for those that qualify. Qualifications What you will need to bring to the program Avery Dennison has a long history of being an industry leader. Your history is important to us. It should include the following: Education + Pursuing a BS in Finance or Business or related field required. Preferred Experience + Previous internship/co-op experience or relevant work experience (a plus) + Strong Excel/Google Sheets skills, and experience in building financial models (a plus) + Experience via student organizations, such as Beta Alpha Psi, Association of Latino Professionals of America, Multicultural Business Association, Finance Association, Women in Finance, etc. + Volunteerism or similar activities *Must have reliable transportation to and from work *Sponsorship is not available now or in the future Equal Opportunity Statement Avery Dennison is an Equal Opportunity and Affirmative Action Employer. Avery Dennison is a global leader in labeling and packaging materials and solutions. The company's applications and technologies are an integral part of products used in every major market and industry. With operations in more than 50 countries and 30,000 employees worldwide, Avery Dennison serves customers with insights and innovations that help make brands more inspiring and the world more intelligent. Additional Information The hourly salary for this position is $21.00 - $24.00/hour based off where you are at academically. The hourly salary above represents what Avery Dennison reasonably expects to pay for this position as of the date of this posting. Actual salaries will vary within the range, and in some circumstances may be above or below the range, based on various factors including but not limited to a candidate's relevant skills, experience, education and training, and location, as well as the job scope and complexity, responsibilities, and regular and/or necessary travel required for the position, which may change depending on the candidate pool. Avery Dennison reserves the right to modify this information at any time, subject to applicable law. Equal Opportunity Statement All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or other protected status. EEOE/M/F/Vet/Disabled. All your information will be kept confidential according to EEO guidelines. If you require accommodations to view or apply for a job, alternative methods are available to submit an application. Please contact ************* or ********************************** to discuss reasonable accommodations. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or other protected status. EEOE/M/F/Vet/Disabled
    $21-24 hourly Auto-Apply 60d+ ago
  • Finance Intern

    Swagelok 4.8company rating

    Finance consultant job in Solon, OH

    **Shift:** 1st shift **Facility:** (Marketing, HR, DSS) 31500 Aurora Road, Solon OH 44139 **Salary Grade:** Salary 4 (4) Swagelok (**************************** is a worldwide leader in industrial fluid systems-founded in 1947 on the merits of its revolutionary, leak-tight tube fitting. With customer-focused solutions and a passion for making high-quality products, the company serves industries requiring safe and efficient movement of liquids and gases. An approximately $2 billion company headquartered in Northeast Ohio, Swagelok operates more than 20 manufacturing facilities, and customers rely on local fluid system expertise through nearly 200 authorized sales and service center locations around the globe. Swagelok's values shape its dedication to customers, associates, and the community, and the company is consistently recognized for workplace excellence. Swagelok offers an immersive 12-week summer internship program that gives interns the opportunity to gain valuable hands-on experience through meaningful projects and develop both personally and professionally. Over the summer you'll combine what you learn in the classroom with applied work experience in Finance. + You will lead impactful projects that are focused on either continuous improvement, enhancing quality, optimizing cost-saving measures, or advancing safety measures of our processes and/or products. + You will be challenged to apply and develop the technical and interpersonal skills needed to succeed for years beyond the internship experience. + You will further improve your problem-solving skills and be encouraged to collaborate with other Swagelok associates. + You will participate in a variety of activities over the summer including: networking, learning the business, Swagelok associate resource groups, facility tours, professional development, and volunteering in the community. + You will have direct engagement with executives and leading experts in our industry. + You will have an opportunity to participate in resume reviews and mock interviews to prepare you for future opportunities at Swagelok. As a **Finance** intern, you will have the opportunity to: + Work with all functional groups within Finance, including Financial Planning & Analysis, Cost Accounting, Financial Reporting, Tax, Treasury, Risk, and Audit. + Automate existing manual Excel processes using PowerBI Pro. + Prepare and post month-end journal entries. + Partner with Cost Accounting, attending variance meetings, assisting with month-end data pulls, and completing ad-hoc analysis as needed + Assist in budget analysis. + Assist the Audit team in completing risk-based audits. + Work with Financial Reporting on month-end reconciliations and related analysis. + Additional projects to be determined on an as-needed basis. **Education and/or Work Experience Requirements** **Required:** + Must be currently enrolled in an undergraduate program; minimum of a sophomore year completion in a Bachelor's degree program in Finance or Accounting + A minimum GPA of 3.0 + Authorized to work in the United States + Able to work 10-12 weeks consecutively during the summer + Open to working in Solon, OH without relocation support **Preferred:** + Prior internship experience is preferred + Analytical Skills / Excel knowledge + Project Management capability + Strong written and verbal communication skills _Swagelok is proud to be an Equal Opportunity and Affirmative Action Employer. Applicants are selected without regard to_ _race, ethnicity, creed, color, religion, sex (including pregnancy), age, national origin or ancestry, disability, genetic information, veteran/military status, sexual orientation, gender identity, or other protected characteristic under federal, state or local law_ _Swagelok will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990 and the Americans with Disabilities Act Amendments Act of 2008._ _This job summary is intended to be brief and does not list all the duties for this position. Nothing in this job description should be construed as an express or implied contract of employment. Swagelok is an at-will employer, which means that either party is free to terminate the employment relationship at any time, without any advanced notice, for any reason or no reason._
    $33k-37k yearly est. Auto-Apply 32d ago
  • Senior Treasury Analyst

    Arhaus 4.7company rating

    Finance consultant job in Boston Heights, OH

    Arhaus was founded in 1986 on a simple idea: Furniture and décor should be sustainably sourced, lovingly made, and built to last. Today, we partner with artisans around the world who share our vision, creating beautiful, heirloom-quality pieces that can be used-and loved-for generations. The Treasury Analyst provides leadership and direction to the banking / cash management function. This position will collaborate with Senior Management and provide strategic cash management and decision support for critical business operations and projects. They will contribute to the company's success by ensuring that we are financially efficient and operationally profitable. This role is located onsite at our Corporate Office in Boston Heights, OH with a hybrid schedule. Essential Duties & Responsibilities: The ideal Treasury Analyst candidate has bank account management, cash flow modeling, SOC reporting, corporate insurance exposure, and board corporate treasury experience. This individual is curious, innovative, and process improvement oriented. A key member of our Accounting department, you will play a vital role in managing our company's cash flow, optimizing liquidity, and ensuring effective risk management. Key fundamental skill sets for this role will be: CASH FLOW / LIQUIDITY MANAGEMENT: Completes the daily cash desk function Develop and implement solutions to improve global treasury processes and efficiencies. Maintain treasury controls procedures to ensure regulatory compliance. Manage KYC requests and other bank compliance and legal documentation as requested. Support Director of Treasury with the 13-week cash flow forecast and other special projects. BANK RELATIONSHIP MANAGEMENT Support Director of Treasury in establishing and maintaining relationships with banking partners and financial institutions. Maintain bank portals and the Treasury Management System. RISK MANAGEMENT Develop optimal solutions for global capitalization, including debt and liquidity, and working capital management. Support Director of Treasury with global financial risk management and treasury operations, including cash mobilization, liquidity and cash management, and treasury information systems Develop and execute risk mitigation strategies, including insurance coverage, to protect the company's financial position. Ensure proper controls around cash remittances, bank setups, and various third-party relationships. Requirements: Bachelor's Degree in Finance, Accounting or a related field. 3-5 years of experience with both operational and strategic treasury matters Experience in global cash forecast modeling Broad Treasury experience and general business and finance experience Knowledge of generally accepted accounting principles, regulatory standards and compliance requirements. Familiarity with banking platforms and treasury management systems (Kyriba preferred). Proficiency in MS Office Suite, including strong Excel skills. Strong attention to detail and a solutions-oriented mindset, using both analytical and problem-solving skills to interpret complex financial data. Self-motivated and able to work in an ever-changing environment with efficiency and accuracy. Demonstrate strong listening, written and oral communication skills. Able to present problem analysis and recommended solutions in a creative and logical manner to variety of different departments that motivates them to action. Capable of achieving business results through highly collaborative and cross-functional team-work. Arhaus is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Arhaus is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Arhaus are based on business needs, job requirements, and individual qualifications, without regard to race, color, sex, sexual orientation, gender identity, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Arhaus will not tolerate discrimination or harassment based on any of these characteristics. Arhaus encourages applicants of all ages.
    $61k-78k yearly est. 1d ago
  • Investment Banking Senior Analyst

    Brown Gibbons Lang & Company 4.0company rating

    Finance consultant job in Cleveland, OH

    Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries. Job Description BGL is hiring an Investment Banking Senior Analyst to work at our office in downtown Cleveland. Analysts at BGL are entrusted with a high level of responsibility as important contributors to the transaction team. Our analysts work closely with Associates and Senior Bankers in the preparation of presentation materials and analysis and frequently interact with clients. The job is fast-paced and the learning curve is steep, as Analysts work closely with clients and internal teams across multiple transactions. Analyst Responsibilities: Conducting industry research. Interacting with senior bankers and executives from client companies in preparation and presentation of transaction materials. Ensuring the accuracy and adherence to the firm's quality standards of all presentation materials and analyses. Supporting the firms' marketing and recruitment activities. Qualifications Analyst Qualifications: Candidates for this position should be dynamic, highly motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market. Successful candidates possess the following characteristics: Bachelor's Degree required One years' experience in an Investment Banking Analyst position Outstanding academic record Strong accounting and financial modeling knowledge and experience Excellent interpersonal skills Excellent written and verbal communication skills Ambitious team player with commitment to excellence Additional Information All your information will be kept confidential according to EEO guidelines.
    $77k-118k yearly est. Auto-Apply 3d ago
  • Finance/Accounting Intern, Spring 2026

    The J. M. Smucker Company 4.8company rating

    Finance consultant job in Orrville, OH

    Your Opportunity as a Finance Intern As an intern within our Accounting and Finance organization, responsibilities will vary based on the department and role within Finance. We have internship opportunities in Strategic Business Areas (Coffee, Consumer, Pet and Sweet Baked Snacks), Financial Planning & Analysis, Tax, Internal Audit, Supply Chain Finance, Plant Financial Services, Sales Finance, Finance Technology, Treasury, Payment Services, and Payroll. Location: Orrville, Corporate Offices Work Arrangements: Full-Time: 40 hours per week, during normal business hours (8:00a - 5:00p EST) Hybrid: Minimum of 40% in-office expectation In this role you will: Receive personalized training and may assist with responsibilities including journal entries and reconciliations, financial statement preparation, financial projects, tax compliance, financial planning and forecasting, audit support, cash management, or item and customer profitability analysis. Contribute meaningful work alongside analysts, managers, directors, and executives. Develop an overall understanding of corporate finance. Have the opportunity to take on flow to the work assignments across a variety of finance departments. What we are looking for: A Freshman, Sophomore, Junior or Senior standing in school with requisite educational experience in accounting, finance, actuarial science, analytics, statistics, economics, mathematics or another relevant field A well-rounded skill set including strong time-management, attention to detail, written and oral communication, teamwork skills. Proficiency in Microsoft 365 products (Excel, Word, Outlook, PowerPoint, and OneNote). Why Choose the J.M. Smucker Company's Internship Program? Are you seeking an exceptional internship experience at a Fortune 500 company? At Smucker, we are dedicated to providing a world-class, award-winning internship that offers you the opportunity to: Learn: Unlock your potential in a collaborative and supportive environment where you are treated like a true peer and challenged to be your best. Grow: Benefit from hands-on training with a dedicated mentor and connect with peers and leaders throughout the company. Lead: Contribute to high-profile projects that support our Company's growing categories like snacks, coffee and pet food. Additional Perks: Along with engaging work, we offer a variety of benefits to ensure your internship is both rewarding and memorable. These include: Unique opportunities to network and interact with company leadership Customized professional development sessions Networking events and social outings with fellow interns Access to a fully equipped fitness center, complete with a basketball court, indoor walking track, and recreational league sports The Orchard, our gourmet cafeteria, offering breakfast and lunch with seasonal and locally-sourced ingredients A competitive compensation package, including paid corporate holidays Employee discounts at our Company Store A housing stipend for interns relocating for the program Experience an internship where you can learn, grow, and lead - all while being part of something special at Smucker. Learn more about working at Smucker: Our Internship Program Delivering on Our Purpose Our Continued Commitment to Ensuring a Workplace for All Follow us on LinkedIn
    $34k-40k yearly est. Auto-Apply 60d+ ago
  • AFC: Financial Planning Paraplanner

    Valmark Financial Group 4.1company rating

    Finance consultant job in Richfield, OH

    Financial Planning Paraplanner Summary: Financial Planning firm seeks a highly energized and confident financial planning paraplanner who will thrive in a busy environment. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn, and computer savvy. Superior phone and computer skills required. General Support (Additional duties may be assigned): Supports the Lead Advisor with analysis, client service and technical assistance Learns technical skills to prepare to service clients independently as a Service Advisor Analytical Support Analyzes client information and prepares reports and presentations Enters information into financial planning software and prepares draft financial plans Research products and product pricing and contacts carriers for information Client Service Answers basic questions for clients Shows clients how to access their accounts and read statements Presents product information or options to clients Handles requests for transfers of funds in and out of account Completes necessary forms for opening and maintaining accounts Interfaces with the broker-dealer or custodian to obtain information, account data and convey service requests Maintains information in the CRM system Sets up and retrieves reports in the portfolio management system (e.g., Tamarac, Albridge) Assists in generating performance reports The Ideal candidate will possess the following skills: College level courses in business/finance preferred 12 months securities or related industry experience preferred Previous customer service experience Ability to communicate with co-workers, customers and business contacts in a courteous and professional manner Ability to be at work on a regular basis Knowledge of general securities industry terminology and practices Ability to investigate, research, and resolve problems and concerns Ability to maintain confidentiality Ability to make rule-based and analytical decisions Ability to organize, prioritize and handle multiple tasks Ability to pay close attention to detail, work under pressure and meet deadlines Ability to take complete and accurate notes Skill in operating various office equipment including personal computer, copier, etc. Skill in utilizing various software packages such as Microsoft Office & Outlook Skills in written and verbal communication Willingness to obtain Series 7 and life and health insurance licenses CERTIFIED FINANCIAL PLANNER™ certification path preferred Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee will be required to sit, use hands, reach with hands and arms, and talk and hear. The employee is required to stand for short periods of time, walk and climb stairs. Benefits: Paid holidays, paid vacation, sick/personal days, 401(k), health insurance Equal Opportunity Employer
    $62k-113k yearly est. Auto-Apply 22d ago
  • Finance Intern

    Avery Dennison 4.8company rating

    Finance consultant job in Mentor, OH

    Avery Dennison Corporation (NYSE: AVY) is a global materials science and digital identification solutions company. We are Making Possible™ products and solutions that help advance the industries we serve, providing branding and information solutions that optimize labor and supply chain efficiency, reduce waste, advance sustainability, circularity and transparency, and better connect brands and consumers. We design and develop labeling and functional materials, radio-frequency identification (RFID) inlays and tags, software applications that connect the physical and digital, and offerings that enhance branded packaging and carry or display information that improves the customer experience. Serving industries worldwide - including home and personal care, apparel, general retail, e-commerce, logistics, food and grocery, pharmaceuticals and automotive - we employ approximately 35,000 employees in more than 50 countries. Our reported sales in 2024 were $8.8 billion. Learn more at ********************** Job Description What we are looking for We are seeking innovators, collaborators, and problem solvers. Our interns do not shy away from a challenge, and are looking for a chance to create a real impact with our company. Avery Dennison's Internship Program has a single business focus to cultivate future talent for our rapidly growing organization. With a concentrated blend of experiential on-the-job learning, a dynamic environment, access to business leaders, and an encouraging team of co-workers, peers, and supervisors, the Internship Program will provide you the opportunity to sharpen your skills and collaborate on a number of strategic projects. We're seeking a Finance Intern to join our business in North America during the summer of 2026. You will provide Finance support for North America operations. In this role, you will assist with the close process and various analyses, and ensure all reporting deadlines are met while collaboratively working with the Finance Team and other Functions. You will also work on projects that support Finance's continuous efforts to standardize and streamline processes. The Finance Intern typically works for one of the following teams: Commercial Finance Operations Finance What you will be doing The primary roles and responsibilities of this internship will be: Provide both regular (daily/weekly/monthly) and ad-hoc reports to help strategic decision-making for the business Build and send monthly management reports Support business unit and finance director/analysts on various analyses Complete projects directly linked to the Finance Team efficiency initiatives Providing intern report out at conclusion of role to steering committee What sets us apart Avery Dennison's Summer Internship Program is unlike any other with its emphasis on networking, community and support. From Day 1, networking is encouraged, promoted and expected within the program. As you are on-boarded with other summer interns and Early Careers Program associates from various tracks, you quickly develop a community of individuals all committed to make sure you have what it takes to succeed. A core component of the curriculum is the mentoring program. Paired with an Early Careers Associate or program graduate within the organization, the program focuses on the transition from college to corporate, leveraging strengths, networking and defining your early career path. In addition, as an organization that values diversity and inclusion, we welcome our Summer Interns to take an active role in our Employee Resource Groups(ERG's). ERG's are a group of employees that help advance and promote diversity, cultural awareness and an inclusive work environment. Some of our ERG's are Black Employee Resource Group (BERG), Elevate(Woman's), NEO Chinese Association, Unite(LGBT+), Veteran Employee Resource Group (VERG), and Voz Latina. Internship positions at Avery Dennison are paid and relocation assistance is provided for those that qualify. Qualifications What you will need to bring to the program Avery Dennison has a long history of being an industry leader. Your history is important to us. It should include the following: Education Pursuing a BS in Finance or Business or related field required. Preferred Experience Previous internship/co-op experience or relevant work experience (a plus) Strong Excel/Google Sheets skills, and experience in building financial models (a plus) Experience via student organizations, such as Beta Alpha Psi, Association of Latino Professionals of America, Multicultural Business Association, Finance Association, Women in Finance, etc. Volunteerism or similar activities *Must have reliable transportation to and from work *Sponsorship is not available now or in the future Equal Opportunity Statement Avery Dennison is an Equal Opportunity and Affirmative Action Employer. Avery Dennison is a global leader in labeling and packaging materials and solutions. The company's applications and technologies are an integral part of products used in every major market and industry. With operations in more than 50 countries and 30,000 employees worldwide, Avery Dennison serves customers with insights and innovations that help make brands more inspiring and the world more intelligent. Additional Information The hourly salary for this position is $21.00 - $24.00/hour based off where you are at academically. The hourly salary above represents what Avery Dennison reasonably expects to pay for this position as of the date of this posting. Actual salaries will vary within the range, and in some circumstances may be above or below the range, based on various factors including but not limited to a candidate's relevant skills, experience, education and training, and location, as well as the job scope and complexity, responsibilities, and regular and/or necessary travel required for the position, which may change depending on the candidate pool. Avery Dennison reserves the right to modify this information at any time, subject to applicable law. Equal Opportunity Statement All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or other protected status. EEOE/M/F/Vet/Disabled. All your information will be kept confidential according to EEO guidelines. If you require accommodations to view or apply for a job, alternative methods are available to submit an application. Please contact ************* or [email protected] to discuss reasonable accommodations.
    $21-24 hourly Auto-Apply 60d+ ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance consultant job in Akron, OH

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.
    $500 weekly Auto-Apply 6d ago
  • Investment Banking Senior Analyst

    Brown Gibbons Lang & Company 4.0company rating

    Finance consultant job in Cleveland, OH

    Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries. Job Description BGL is hiring an Investment Banking Senior Analyst to work at our office in downtown Cleveland. Analysts at BGL are entrusted with a high level of responsibility as important contributors to the transaction team. Our analysts work closely with Associates and Senior Bankers in the preparation of presentation materials and analysis and frequently interact with clients. The job is fast-paced and the learning curve is steep, as Analysts work closely with clients and internal teams across multiple transactions. Analyst Responsibilities: Conducting industry research. Interacting with senior bankers and executives from client companies in preparation and presentation of transaction materials. Ensuring the accuracy and adherence to the firm's quality standards of all presentation materials and analyses. Supporting the firms' marketing and recruitment activities. Qualifications Analyst Qualifications: Candidates for this position should be dynamic, highly motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market. Successful candidates possess the following characteristics: Bachelor's Degree required One years' experience in an Investment Banking Analyst position Outstanding academic record Strong accounting and financial modeling knowledge and experience Excellent interpersonal skills Excellent written and verbal communication skills Ambitious team player with commitment to excellence Additional Information All your information will be kept confidential according to EEO guidelines.
    $77k-118k yearly est. Auto-Apply 60d+ ago
  • Finance Intern

    Avery Dennison Corporation 4.8company rating

    Finance consultant job in Mentor, OH

    What we are looking for We are seeking innovators, collaborators, and problem solvers. Our interns do not shy away from a challenge, and are looking for a chance to create a real impact with our company. Avery Dennison's Internship Program has a single business focus to cultivate future talent for our rapidly growing organization. With a concentrated blend of experiential on-the-job learning, a dynamic environment, access to business leaders, and an encouraging team of co-workers, peers, and supervisors, the Internship Program will provide you the opportunity to sharpen your skills and collaborate on a number of strategic projects. We're seeking a Finance Intern to join our business in North America during the summer of 2026. You will provide Finance support for North America operations. In this role, you will assist with the close process and various analyses, and ensure all reporting deadlines are met while collaboratively working with the Finance Team and other Functions. You will also work on projects that support Finance's continuous efforts to standardize and streamline processes. The Finance Intern typically works for one of the following teams: * Commercial Finance * Operations Finance What you will be doing The primary roles and responsibilities of this internship will be: * Provide both regular (daily/weekly/monthly) and ad-hoc reports to help strategic decision-making for the business * Build and send monthly management reports * Support business unit and finance director/analysts on various analyses * Complete projects directly linked to the Finance Team efficiency initiatives * Providing intern report out at conclusion of role to steering committee What sets us apart Avery Dennison's Summer Internship Program is unlike any other with its emphasis on networking, community and support. From Day 1, networking is encouraged, promoted and expected within the program. As you are on-boarded with other summer interns and Early Careers Program associates from various tracks, you quickly develop a community of individuals all committed to make sure you have what it takes to succeed. A core component of the curriculum is the mentoring program. Paired with an Early Careers Associate or program graduate within the organization, the program focuses on the transition from college to corporate, leveraging strengths, networking and defining your early career path. In addition, as an organization that values diversity and inclusion, we welcome our Summer Interns to take an active role in our Employee Resource Groups(ERG's). ERG's are a group of employees that help advance and promote diversity, cultural awareness and an inclusive work environment. Some of our ERG's are Black Employee Resource Group (BERG), Elevate(Woman's), NEO Chinese Association, Unite(LGBT+), Veteran Employee Resource Group (VERG), and Voz Latina. Internship positions at Avery Dennison are paid and relocation assistance is provided for those that qualify. What you will need to bring to the program Avery Dennison has a long history of being an industry leader. Your history is important to us. It should include the following: Education * Pursuing a BS in Finance or Business or related field required. Preferred Experience * Previous internship/co-op experience or relevant work experience (a plus) * Strong Excel/Google Sheets skills, and experience in building financial models (a plus) * Experience via student organizations, such as Beta Alpha Psi, Association of Latino Professionals of America, Multicultural Business Association, Finance Association, Women in Finance, etc. * Volunteerism or similar activities * Must have reliable transportation to and from work * Sponsorship is not available now or in the future Equal Opportunity Statement Avery Dennison is an Equal Opportunity and Affirmative Action Employer. Avery Dennison is a global leader in labeling and packaging materials and solutions. The company's applications and technologies are an integral part of products used in every major market and industry. With operations in more than 50 countries and 30,000 employees worldwide, Avery Dennison serves customers with insights and innovations that help make brands more inspiring and the world more intelligent. The hourly salary for this position is $21.00 - $24.00/hour based off where you are at academically. The hourly salary above represents what Avery Dennison reasonably expects to pay for this position as of the date of this posting. Actual salaries will vary within the range, and in some circumstances may be above or below the range, based on various factors including but not limited to a candidate's relevant skills, experience, education and training, and location, as well as the job scope and complexity, responsibilities, and regular and/or necessary travel required for the position, which may change depending on the candidate pool. Avery Dennison reserves the right to modify this information at any time, subject to applicable law. Equal Opportunity Statement All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or other protected status. EEOE/M/F/Vet/Disabled. All your information will be kept confidential according to EEO guidelines. If you require accommodations to view or apply for a job, alternative methods are available to submit an application. Please contact ************* or ********************************** to discuss reasonable accommodations.
    $21-24 hourly Auto-Apply 60d+ ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance consultant job in Beachwood, OH

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.
    $500 weekly Auto-Apply 6d ago

Learn more about finance consultant jobs

How much does a finance consultant earn in Bay Village, OH?

The average finance consultant in Bay Village, OH earns between $51,000 and $106,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Bay Village, OH

$74,000
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