Finance Consultant Jobs in Brooklyn, OH

Prudential Advisors is looking for an experienced financial professional in the Cleveland area that is interested in working with Prudential existing client's base. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer: The ability to work with an existing clients base. The ability to build a strong client base with Prudential's exceptional referral programs The opportunity to create client solutions without proprietary products sells requirements Compensation that is 100% benefitable regardless of the product or company you sell The look and feel of an independent advisor with the benefits of being an employee. 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan. We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let's have a confidential conversation today. Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience If you are interested to learn more call me at ************ or email me at ************************** or if you know someone feel free to forward my message to them. Thank you

Role Title: SAP FI Consultant Employment Type: Contract-to-Hire Duration: 6 month contract to hire Preferred Location: 4 days onsite in Mayfield Heights, OH. 1 day remote Role Description: -Act as the subject matter expert to projects on SAP FICO functional modules in the role arena and advise what the art of the possible is. Elicit requirements using interviews, process reviews, shadowing, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, and task & workflow analysis. This will either be as an individual SAP Subject Matter Expert or in conjunction with a Business Analyst. Critically evaluate information gathered from multiple sources, reconcile conflicts, identify, and close gaps, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs. Proactively communicate and collaborate with external and internal customers to analyze information needs and SAP functional requirements and deliver appropriate artefacts on standard templates, including but not limited to Process Flows, Technical Design, Solution Design, User Stories, Use Cases, GUI Screen and Interface designs. Successfully engage in multiple initiatives simultaneously. Interpret customer business needs and translate them into application and operational requirements. Act as the liaison between the customer community and the SAP application teams regards SAP capability. Collaborate with developers and subject matter experts to establish the technical vision and analyze trade-offs between usability, functionality and performance needs. Implement and deploy SAP template solution to achieve defined business goals to design, maintain, deploy solution for Finance and controlling component and cross functional components such as production planning, procurement etc. Owns and manages the design, documentation and implementation of processes and process improvements in conjunction with process owners, Super Users, SAP functional specialists and third-party as part of the SAP CoE. Initiates continuous improvements activities to increase the efficiency of the business information systems and meet global business objectives. Requirements: -A minimum of 5 years SAP full cycle implementation experience in Financial Accounting, Controlling and Management Accounting as well as support experience. Experienced SAP finance subject matter expert who is able to engage with business, extract business requirements and configure SAP solutions. (AP/AR/ etc but this does need to be more focused on FI vs CO) Previous Manufacturing industry experience Excellent verbal and written communication skills and the ability to interact professionally with a diverse stakeholder group including executives, managers, business process owners and subject matter experts. Identify and manage senior stakeholders, evaluate their interests and establish effective communication channels ensuring effective stakeholder management and engagement. Specify requirements for toolset adaptions, acceptance testing of implemented solutions, develop migration strategies and plans. Provide Technical expertise within their functional area with the team, prove accountability and be a role models to others. Ensure processes, deliverables and responsibilities are fully aligned with strategic priorities / goals of the organization. Good appreciation of systems design and SAP configuration. Working knowledge of appropriate legislation, accounting standards, including the Data Protection Act, DFARS and ITARS. Day-to-day use of Microsoft Outlook, Excel, Word, Visio & PowerPoint Able to facilitate workshops, lead discussions and gain consensus views on decisions. Knowledge of business processes, commercial drivers and activities. Plusses: CO experience Experience as accountant / business role in finance

The Licensed Investment Representative is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Licensed Investment Representative assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. Job Responsibilities The Licensed Investment Representative will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing customers · Identifying external prospects and building up new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism Job Requirements With a strong focus on sales and customer service, the Licensed Investment Representative should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional Education and Training requirements of the Licensed Investment Representative include: · FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required) · Life & Health Insurance license (Required) · Strong sales, marketing and business development skills · Bachelor's degree preferred Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Multi-Billion Wealth Management Firm Cleveland, OH Established Multibillion AUM Independent RIA seeks an Associate Financial Advisor to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role. The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth. Highlights Collaborate with and support Senior Financial Advisors as part of a Wealth Management team which provides Advisory Services to high net worth and ultra-high net worth individuals and families Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management Key responsibilities include preparing financial reports, tax projections, portfolio analyses, and client deliverables. Excellent career growth trajectory within the firm Competitive compensation package including base salary, bonus, and benefits Hybrid schedule, 4 days in office weekly Requirements 1-2+ years Financial Services or Public Accounting experience Series 65, or interest in obtaining the 65 and/or CFP within a year Drive to continuously improve and grow in a collaborative team based environment Tech savvy, preferably within Excel, portfolio management systems, and financial planning software

About Us: At Standard Wellness, we are at the forefront of the medical and recreational marijuana industry, pioneering a new standard of quality, care, innovation, and education. We are committed to making a positive social and environmental impact on our community and enhancing the lives of our patients and customers. Join us in shaping the future of this dynamic industry. Position Overview: We are seeking a highly skilled and motivated Senior FP&A Analyst to join our Finance team. In this role, you will be responsible for leading financial planning and analysis (FP&A) activities, supporting investor relations, mergers and acquisitions (M&A), treasury management, and other strategic financial initiatives. This is a key position that will report directly to the VP of Finance and play a vital role in driving the financial success of Standard Wellness. This role will offer significant opportunities for professional growth and advancement as Standard Wellness continues to scale. Both the VP of Finance and CEO have FP&A backgrounds, and this position will receive significant mentoring to elevate their career. Key Responsibilities: Financial Planning & Analysis: Lead the budgeting, forecasting, and long-term financial planning processes. Develop and maintain financial models to support strategic decision-making. Analyze financial performance and provide insights to senior management. Investor Relations: Prepare financial reports and presentations for investors, stakeholders, and the Board of Directors. Support the development of investor communications, including earnings releases and investor presentations. Mergers & Acquisitions (M&A): Conduct financial due diligence and valuation analyses for potential acquisitions. Assist in the integration of acquired entities into the company's financial systems. Treasury Management: Manage cash flow forecasting, capital allocation, and liquidity planning. Support the development and implementation of treasury policies and procedures. Strategic Initiatives: Collaborate with cross-functional teams to support business growth and strategic initiatives. Provide ad hoc financial analysis and reporting as required. Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field Minimum 3-5 years of experience in financial planning and analysis, investment banking, corporate finance, or related fields. Strong understanding of financial statements, budgeting, forecasting, and financial modeling. Advanced proficiency in Microsoft Excel and financial modeling tools. Excellent analytical, problem-solving, and communication skills. Ability to thrive in a fast-paced, dynamic environment with a strong attention to detail. Experience building Power BI dashboards a plus. What We Offer: Competitive salary and benefits package. Opportunities for professional growth and development. A collaborative and innovative work environment. The chance to make a meaningful impact in an exciting and rapidly evolving industry.

Our client is seeking an experienced Finance Manager to oversee financial planning, analysis, and reporting for our manufacturing operations. This role partners closely with plant operations to drive financial performance, cost optimization, and strategic decision-making. The Finance Manager will ensure robust financial controls, compliance, and support operational efficiency across multiple manufacturing sites. Key Responsibilities: Financial Planning & Analysis (FP&A): Lead budgeting, forecasting, and variance analysis for manufacturing plants. Provide financial insights and recommendations to optimize cost structures, improve margins, and enhance operational efficiency. Conduct scenario analysis and financial modeling for capital investments, cost-saving initiatives, and strategic projects. Cost Management & Control: Monitor and analyze manufacturing costs, including material, labor, and overhead. Ensure accurate standard costing, inventory valuation, and cost accounting processes. Work with plant managers to identify cost-saving opportunities and process improvements. Operational & Strategic Finance Partnership: Act as a key financial business partner to plant managers and operational leaders. Provide data-driven insights and KPIs to support decision-making. Evaluate and track operational performance, identifying risks and opportunities. Financial Reporting & Compliance: Prepare monthly, quarterly, and annual financial reports for manufacturing operations. Ensure compliance with financial policies, internal controls, and regulatory requirements. Support audits and ensure proper documentation of financial transactions. Capital Investment & Asset Management: Support capital expenditure (CapEx) planning and ROI analysis for plant investments. Monitor asset utilization, depreciation, and financial impact of capital projects. Continuous Improvement & Process Enhancement: Drive automation and efficiency improvements in financial reporting and analysis. Implement best practices in financial management within manufacturing operations. Qualifications & Experience: Bachelor's degree in Finance, Accounting, or a related field (MBA or CPA preferred). 5+ years of finance experience, preferably in a manufacturing environment. Strong knowledge of cost accounting, budgeting, and financial analysis. Proficiency in ERP systems (SAP, Oracle, or similar) and advanced Excel skills. Excellent communication, leadership, and problem-solving abilities. Preferred Skills: Experience with lean manufacturing, process improvement, and financial modeling. Understanding of supply chain finance and inventory management. Ability to work in a fast-paced, dynamic environment with multiple stakeholders.

About Outlier Outlier is the world's leading expert platform, connecting a network of over 100,000 contributors worldwide to improve AI models by providing expert human feedback. We partner with companies including OpenAI, Meta and Microsoft to enable advanced generative AI models to provide accurate responses and advanced reasoning capabilities. We are looking for advanced Economics experts to teach AI how to interpret and solve complex problems by: Evaluate AI-generated content for factual accuracy and relevance in Economics. Develop and answer Economics-related questions to refine AI understanding. Assess and rank AI responses based on scientific rigor. Required expertise and qualifications: Education: Master's degree or higher (PhD preferred) in Economics or a related field (can be currently enrolled) Research Experience: Strong preference for candidates with peer-reviewed publications, patents, conference presentations, research grants, or industry R&D contributions English Proficiency: Ability to read and write with minimal errors Bonus Skills: AI model training experience is not required but helpful Payment: Currently, pay rates for core project work by Economics experts range from $30 to $50 per hour USD but varies based on your geographic location (see note below) Opportunities for higher-paying research projects based on performance. Rates vary based on expertise, skills assessment, location, project need, and other factors. For example, higher rates may be offered to PhDs. For non-core work, such as during initial project onboarding or project overtime phases, lower rates may apply. Certain projects offer incentive payments. Please review the payment terms for each project.

I'm seeking a Advisor / Consultant specializing in large molecule biomarker development to support our life sciences practice on a part-time or project basis, with potential to transition into a full-time role. Key Responsibilities: • Provide expert strategic guidance on large molecule biomarker discovery, validation, and commercialization. • Advise on bioanalytical methods, regulatory requirements, and market trends specifically related to biologics. • Facilitate collaboration among cross-functional teams including R&D, commercial operations, and external partners. • Support strategic planning, translating complex scientific insights into actionable business strategies. Ideal Candidate Profile: • Advanced degree (PhD or Master's) in Biochemistry, Molecular Biology, Pharmacology, Immunology, or a closely related field. • Proven track record in large molecule biomarker discovery and validation within pharmaceutical or biotech industries. • Familiarity with bioanalytical method validation for biologics, including ELISA, flow cytometry, immunogenicity assays, and mass spectrometry-based methods. • Small molecule biomarker experience is a significant plus. • Strong understanding of regulatory frameworks (FDA, EMA) related to biomarker qualification. • Excellent communication skills, able to bridge scientific and commercial perspectives effectively. Key LinkedIn Keywords: • Large Molecule Biomarkers • Biologics Development • Bioanalytical Method Validation • Immunogenicity Assays • ELISA / Flow Cytometry • Biopharmaceuticals • Translational Medicine • Regulatory Strategy • Proteomics • Pharma & Biotech Commercialization • Small Molecule Therapeutics (plus)

The Finance Director is a crucial member of the leadership team, responsible for overseeing financial operations, planning, reporting, compliance, and internal controls. Reporting to the VP General Manager, this onsite position involves leading a team and serving as advisor to the site leadership team to drive business results. The Opportunity • Partner with GM and other Leadership to provide overall business financial operation and support. • Understand key contracts and KPIs, analyzing variances and supporting corrective actions as needed. • Manage financial outlook, ensuring accurate forecasts and understanding key drivers of variances. • Lead preparation of monthly financial reports, quarterly forecasts, and annual strategic plans and budgets. • Ensure site operations comply with company policies and internal control framework, maintaining sound financial management. • Lead and develop a team to provide insightful analysis supporting business decisions, driving analysis to action. What you bring: • BA/BS degree in Finance, Business Administration, or related field. MBA preferred. • Previous Finance leadership experience in manufacturing. • Must have worked in and supported a manufacturing plant. • Experience in understanding and ownership of core financial statements and business forecasting. • Ability to transform data into actionable insights. • Strong understanding of cost accounting and manufacturing accounting. • CPA or CMA certification desired

At Materion, everyone is included, respected and offered opportunity to grow. Join us! The Senior Treasury Analyst will play a critical role in managing the company's treasury operations, including cash management, financial risk management, and debt activities. This position requires a strategic thinker with strong analytical skills and a deep understanding of financial markets. The ideal candidate will have a proven track record in treasury management and a passion for driving financial efficiency and effectiveness. You will have an opportunity to: Manage daily domestic cash positioning and forecasting to ensure optimal liquidity levels Develop and implement cash management strategies to maximize the company's financial resources Monitor and analyze financial markets to identify and mitigate risks related to interest rates, foreign exchange, and other financial exposures. Executing trades in accordance with company policies and procedures Calculate and analyze the effectiveness of hedging strategies to ensure alignment with corporate risk management objectives Collaborate with internal and external stakeholders to optimize banking and insurance relationships Prepare and present reports on treasury activities, financial performance, and market trends to senior management Prepare and maintain covenant compliance reports, ensuring timely delivery to external stakeholders Support the development and implementation of treasury policies, procedures, and internal controls Ensure accurate and timely filing of the Foreign Bank Account Report (FBAR) in compliance with U.S. regulations Ensure all Know Your Customer (KYC) documentation is complete, accurate, and up to date to mitigate financial and regulatory risks. Gather and prepare data for the annual insurance renewal process, working with internal stakeholders and brokers. Assist in reviewing coverage options and analyzing premium costs Oversee the company's corporate credit card program, ensuring compliance with company policies and procedures. Assist card holders with questions and issues as they arise Assist in the evaluation and execution of financing strategies, including debt issuance Mentor junior treasury staff, fostering a culture of continuous improvement and professional growth REQUIREMENTS: Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA designation preferred Minimum of 3-5 years of experience in treasury management, corporate finance, corporate accounting, or a related field Strong understanding of cash management and risk management. Excellent analytical, problem-solving, and decision-making skills Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams High level of integrity and attention to detail Ability to work independently and manage multiple priorities in a fast-paced environment #LI-AS1 HP The selection of the person to be hired for this position is contingent on the candidate having export compliance eligibility for access to U.S. controlled technology which comes under the licensing jurisdiction of the U.S. Department of State, International Traffic in Arms Regulations (ITAR) and the U.S. Department of Commerce, Export Administration Regulations (EAR). The candidate selected will have to qualify as either a U.S. citizen, a U.S. National, a lawful permanent resident of the U.S., a Person Admitted into the U.S. as an Asylee or Refugee., a National of a country that is not prohibited from having access to U.S. controlled technology (via a letter of assurance), or a Person to be approved for an export license by the governing agency whose technology comes under its jurisdiction. Please understand that any job offer that requires approval of an export license will be conditional on Materion's determination that it will be able to obtain an export license in a time frame consistent with Materion's business requirements. Materion Corporation and its subsidiaries (the “Company”) is an equal employment opportunity employer. It is the Company's policy to not unlawfully discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances. The Company also prohibits harassment of applicants and employees based on any of these protected categories. It is also the Company's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on the Company. Please inform the Company's personnel representative if you need assistance completing any forms or to otherwise participate in the application process. Materion's Veteran Employee Resource group supports veterans and promotes the benefits of hiring veterans in the workplace. We honor all those who have served and are a military friendly company. Veterans are encouraged to apply and military experience and skills are transferrable to Materion careers. Please provide complete information. An incomplete application may affect your consideration for employment.

Associates in KeyBanc Capital Markets' (KBCM) Industrials Group actively work with industry bankers and product groups in cross-functional teams originating and executing a wide variety of advisory and public/private capital mandates. Associates act as the primary day-to-day contact for execution support, including financial statement analysis and model development, valuation analysis, industry research, and the preparation of various presentations and documents including information memorandums, management presentations, industry white papers, etc. Associates play a central role coordinating the activities of all team members. Primary responsibilities include supporting senior bankers in developing junior analysts and helping with special projects to further develop the practice. An Associate in KBCM enjoys a unique developmental opportunity as junior bankers have the opportunity for far greater responsibility and recognition than at other investment banks. Essential Job Functions - Work with investment bankers and product partners on M&A/strategic alternative idea generation and pitches, corporate finance opportunities, and public and private, equity and debt, capital raising transactions - Accountable for performing in accordance with the strategic direction and overall leadership of the industry segment including but not limited to: quality of both financial analysis and pitch books - Develop knowledge of relevant information resources: Bloomberg, Capital IQ, Thomson Financial, and SNL - Accountable for effective project management: drive the process, effectively prioritize and allocate resources. - Responsible for pitch book and presentation development; develop persuasive arguments based on the data gathered by analysts, both conceptually and through client presentations. - Execute 1 Key by knowing the industry segments clients and markets as well as demonstrating teamwork among peers within the Institutional Bank and enterprise wide. - Responsible for training new Associates and Analysts. Acts as a mentor. - Maintain communications with team members and product partners. - Generate ideas and analytical materials in support of new client meetings - Perform financial modeling and valuation analyses on public and private companies: comparable company analysis, precedent transaction analysis, leveraged and discounted cash flow analysis, including renewable energy project finance - Develop marketing materials for topics such as company positioning, financing alternatives, and M&A/Strategic alternatives - Continually build knowledge and capabilities within the industry segment and stay abreast of competitive trends. - Assist with attracting a quality workforce, i.e. college recruiting activities. - Maintain required licensing. - Demonstrate the Key Values - - Teamwork, Respect, Accountability, Integrity, and Leadership. Required Qualifications: - Undergraduate Degree in Business (Accounting, Finance, Business Admin, Economics, etc.) - Series 7/79 & 63 (within six months of employment) - Strong quantitative skills, including financial modeling and financial statement analysis - Quantitatively and financially-oriented, possessing the ability to succinctly express ideas - Strong team player that is a motivated self-starter with the desire to be part of a close-knit group operating in an intensive and challenging work environment - Excellent organization, communication and research skills - Exceptional critical thinking and problem solving ability - Strong Knowledge of Microsoft Office Suite (Excel, PowerPoint and Word) Preferred Qualifications: - MBA, MA in Accounting, CFA, CPA, JD or equivalent - 3+ years direct industry segment experience - Previous investment banking experience Competencies: - Financial Modeling - Analytical - Attention to detail - Ability to analyze and synthesize data and research into cohesive succinct thoughts and materials - Strong Communication Skills - both verbal and written - Team Player - Prioritize tasks - Commitment to Excellence COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $175,000 to $225,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 05/01/2025 KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.

At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Members of the Investment Banking group at Stout are actively involved in the day-to-day transaction execution of middle-market mergers and acquisitions, capital raises, and special situation mandates for private equity and privately owned business clients. As a member of the Business Services group, you will be responsible for supporting business development and the successful execution of advisory transactions across a wide range of business services sub sectors. Sector focus areas include commercial services, specialty distribution, engineering and consulting, environmental services, and professional service. Stout is committed to providing its employees with exciting career opportunities as well as competitive compensation and benefit packages. Responsibilities: Preparation, analysis, and explanation of historical and projected financial information for clients and prospects Develop detailed financial models (e.g., three statement operating models) Coordinate and perform business due diligence on clients and prospects Identify potential strategic and financial buyers for sell-side transactions, and possible lenders for capital raises Prepare confidential information memorandums, management presentations, pitch books and other presentations Conduct comprehensive valuation exercises of companies and business units Build relationships and maintain direct contact with clients, prospective clients, buyers, lenders, and other stakeholders Supervise and mentor junior staff members assigned to deal teams Requirements: 4+ years of middle market sell-side investment banking experience Exceptional academic credentials from a top-tier university Highly proficient in Excel, Microsoft Office, Word, & PowerPoint Ability to think critically and must possess excellent written and oral communications skills Strong transaction process orientation Highly proficient financial analysis and modeling skills with an emphasis on attention to detail Self-starter willing to work in an entrepreneurial, demanding, and fast-paced environment Ability to work collaboratively as part of intimate deal teams The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.Stout is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, physical or mental disability, protected genetic information, protected veteran status or any other characteristic protected by applicable local, state or federal law. The anticipated salary range for this position is between $125,000 and $160,000 depending on prior work and industry experience, education level, and unique skills. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - ***************************************** #LI-CM1 Why Stout? Our goal is to provide a comprehensive Total Rewards program that includes competitive compensation, benefits & wellness programs that allows employees to choose what's most important to them at any life stage. At Stout, we are committed to the personal and professional development of our employees while fostering a diverse and inclusive environment. Stout Culture: We honor the fundamental value and dignity of all individuals. We are committed to representing and including the unique experiences, perspectives, and backgrounds of our people, partners, and the communities we serve. Our core values embrace a culture of inclusion and the equitable treatment of all team members, starting with Stout's leadership and spreading across the organization. We strive to recruit, develop, and retain individuals with an array of talents, ideas, and experiences that propel the entrepreneurial spirit and exceptionalism that drive our success. To learn more about our commitment to diversity, equity, and inclusion, click here. Professional Development: To foster employee development we offer ongoing training and learning opportunities, employee resources groups, mentorship programming, and professional designation reimbursement. We believe in timely and proactive performance excellence, ongoing 360 feedback, clear performance expectations at each level, and quarterly check-ins with your manager ensure you are supported and growing your career. Stout Benefits : Stout offers a variety of benefits to meet the ever-changing needs of our employees throughout their career at Stout. View our Benefits page to see what this can look like for you. Flexible Work Schedules: Work-life balance is important to us and we want our employees to have balanced lives, which is why we have a discretionary time off policy for all salaried exempt employees. This gives you the ability to take time off as appropriate. The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, diversity, and personal growth? Stout might just be the right place for you.

Job Title: Assurance Senior - Private Funds We are actively seeking a talented Assurance Senior specializing in Private Funds to join our team. This opening is driven by the dual needs of backfilling and strategic growth. As an Assurance Senior, you will be a key contributor, working closely with the engagement Partner, manager, and staff to ensure client expectations and deliverables are met with excellence. Responsibilities: Collaborate closely with the engagement partner, manager, and staff to understand and meet client expectations and deliverables. Lead audit engagements for financial industry clients, with a focus on Hedge Funds, Private Funds, or Digital Assets. Assume full responsibility for the successful completion of projects, ensuring high-quality and timely deliverables. Develop a comprehensive understanding of each client's business and industry, actively seeking information on client needs and concerns. Communicate effectively with clients and their staff, providing the highest level of client service. Understand engagement partner expectations, monitor deadlines, and ensure the timely delivery of project deliverables. Balance and effectively manage multiple projects under restrictive time constraints. Qualifications: 2-4 years of progressive audit experience in public accounting. CPA license or working towards CPA is required. Bachelor's degree in accounting, Business Administration, or Economics. Experience auditing financial services, with a focus on Hedge Funds, Private Funds, and/or Digital Assets. If you are a dedicated Assurance professional seeking a challenging role in the financial industry and possess the required qualifications, we invite you to apply. Join us in contributing to our continued success, and be part of a dynamic team committed to excellence and growth. Attention Employers! Seeking exceptional talent? We've got the solution: Share your s with us. Precision Matching: We'll pinpoint the perfect candidates. Time Saver: Fill crucial roles faster than ever. Showcase Your Brand: Attract top talent aligned with your mission. Partnership: We're your allies in successful hiring. Network Access: Tap into our extensive candidate pool. Confidentiality: Your needs are handled discreetly. Elevate your team today! Contact us to share your job descriptions and discover your next top performer. Send inquiries, cover letters and resumes to *****************************.

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.

Why Choose Meron Financial Agency? Are you a top performer but not being paid like one? Or maybe you are paid well but sacrificing time with your loved ones? At Meron Financial Agency, we believe you shouldn't have to choose between financial success and personal freedom. We're a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a client-centric approach, cutting-edge technology, and a supportive team environment, we offer the tools and opportunities you need to thrive. We are looking for passionate, driven individuals who want to make a meaningful impact on people's lives as financial consultants. Whether you're starting your career or looking for a new challenge, we provide the platform for you to succeed while enjoying work-life balance. If you're ready to step into a rewarding career, we'd love to have a conversation about how your skills can contribute to our team. Qualifications: Must reside in the US Must be a US citizen or legal/permanent resident Compensation Structure: Commission-Only with no ceiling to your earning potential Average agents earn $800 - $1,200 per policy starting out Part-time agents can earn $50,000+ in the first year Full-time agents have the potential to make $80,000 - $300,000+ in their first year Agency Owners can generate system-driven income of $200K - $500K+ annually Plus, with our streamlined lead generation system, there's NO COLD CALLING. You'll only be contacting individuals who have already requested information. What Makes Us Different: No Cold Calling - We Provide the Leads Agency Ownership Program Leadership Development Fully-Expense Paid Trips Work-Life Balance One-on-One Mentorship Cutting-Edge Technology Partnerships with 60+ A+ Rated Insurance Companies (Foresters, Mutual of Omaha, Transamerica, Americo, and more) Bonuses (Producer Bonus, Capital Bonus, and more) Passive Income Opportunities Relationships Matter - People Come First Ready for your next career move? Apply today to unlock your potential at Meron Financial Agency!

Salary Description Starting at $150,000 base per yr plus incentives

Become Part of The Power to Dream Again! Sales Managers, Financial Advisors/Insurance Advisors needed today! If you want your piece of the American Dream, you have to take charge of your future. But you don't have to do it alone. We're here to show you how. Armed with the Power to Dream™ you're ready to begin exploring all life has to offer. This Financial Group! is giving them the Power to Dream again. Our firm does this by empowering families and individuals with the knowledge and tools they need to make informed decisions and smart choices. They can take control of their future and achieve dreams that once seemed impossible. With this innovative business model, people can take charge of their career and build their own business. This Group uses synergistic marketing to infuse and innovate its business model. The synergistic marketing approach combines distinct marketing elements, such as relationships, compensation, technology strategies and lead generation with the concepts of autonomy, innovation and independence to create dynamic results. Competitive compensation plus production overrides and renewals (potential to make $100,000 - $150,000+ plus commissions) Trips/Incentives Local office with administrative support staff Region with unlimited income capacity Significant marketing support The best senior market product portfolio in the industry Strong home office support A proven distribution model In-depth training Job Requirements: Must have 10+ years of experience in Sales and Sales Management Financial Planning with extensive training Platform Must have 4+ years of management experience Experience in recruiting, training, managing and motivating a high performance sales team Active Life /Health license for the state Bachelor's degree preferred Must reside in the Regions specified Good credit history Does this sound like your calling? Then let us show you how we can put your career in the hands of the best possible person - you…Apply Today! · Pamela J. Kortekamp Lifetime Recruiting Strategies "Developing Relationships that last a Lifetime" Please contact me with any questions: Email: lifetimers@fuse.net http://www.lifetimerecruiting.com/ Phone: (w) 513-753-4926

Financial Advisor Cleveland, OH We're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. We provide the book of business. You create the possibilities. Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. What you'll do as Financial Advisor: You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What skills you will use: High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. #LI-CBF #LI-CH1 #LI-SAFG Who are we a good fit for? We love working with talented people but more than that, we seek out compassionate and self-motivated co-workers who want to grow a career and improve the lives of our clients. If that sounds good to you, join us. Apply now We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): No TravelRelocation Provided: NoThe Variable Annuity Life Insurance Company

Generates new business by meeting and/or contacting new and existing customers. This is a commission position. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Meets established goals for sales activity/contacts daily for non deposit investments.. Responds to customer inquiries; explains new and existing products and services and resolves customer complaints. Meets established goals for Company operations and service. Pursues extended sales goals, utilizing telephone, referrals and mail. Establishes relationships with customers, local businesses and community organizations to enhance the overall marketing efforts of the retail sales office by representing the Company at civic, social and community functions. Enhances knowledge of all new Bank products and services through education and training on a continuous basis. Maintains communications with customers to determine the satisfaction level with newly opened accounts/services. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. KNOWLEDGE, SKILLS AND ABILITIES Excellent human relations skills with ability to perform and/or coordinate multifaceted projects in conjunction with day to day activities. EDUCATION and/or EXPERIENCE A 4-year college degree in related area and minimum three-years related investment products servicing/sales. Must have excellent verbal and written communication skills. Must have thorough knowledge of Word and Excel. CERTIFICATES, LICENSES, REGISTRATIONS NASD series 7 and 63 licenses. Ohio Department of Insurance licenses; Life, Accident and health, Variable Life and Variable Annuity. EEO/AA/Minorities/Females/Disabled/Veterans