Finance Consultant Jobs in Whitehall, OH

Prudential Advisors is looking for an experienced financial professional in the Chillicothe area that is interested in working with Prudential existing client 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 service existing clients 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. Requirements: 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

Rev1 Ventures is the venture development studio that helps tech startups scale and corporates innovate. A top seed investor in the Midwest, Rev1 supports and invests in early-stage companies in software, life sciences, and other advanced technologies through Rev1 Capital while fueling innovation and a thriving tech ecosystem for startups and corporations alike. By leveraging its network of corporate, community, and research partnerships, Rev1 helps high-growth companies validate customers, build teams, and access funding while enabling corporate partners to identify, source, and invest in startups. This unique approach breeds innovation, improves startup success rates, and helps entrepreneurs build great companies. Reporting to the Managing Director, Investment Funds, the Associate is a critical member of a team that analyzes, executes, and manages investments in pre-seed, seed, and early-stage companies across several venture capital funds. The position will work across Rev1 Ventures investment funds and other managed funds. Rev1 Ventures invests across a broad range of technology sectors, including enterprise software across healthcare IT and digital health, HR tech and the future of work, and fintech. A significant percentage of our investment activity is focused on life sciences companies commercializing technologies developed at The Ohio State University and Nationwide Children's Hospital, and spinout companies commercializing technologies licensed from The Ohio State University. What You'll Do: Drive Deal Flow: Actively research, network, and conduct outreach to identify companies in sectors of interest to Rev1 Ventures. Help Rev1 Ventures attract new, high quality investment opportunities through these efforts. Due Diligence: Evaluate technology, products, business, and financial plans; perform customer and market assessments, competitive analyses, and model capital requirements across the early-stage company life cycle. Ability to make well-reasoned conclusions and recommendations regarding new investments, and relative transaction execution. Collaborate: Work with the Rev1 Ventures team to monitor and track progress of investment projects Support Rev1 Ventures efforts to build relationships with venture funds, strategic investors, angel investors, and other key investment stakeholders. Assist Rev1 Ventures Market Intelligence and Data Analytics team in the maintenance and management of third-party databases (e.g. Pitchbook, Crunchbase, CB Insights), assisting in providing updates for Rev1 Ventures investment activities. Tracking and Reporting: Manage systems to track and organize due diligence files, investment documents, and portfolio company documents. Monitor portfolio company progress and maintain up-to-date records within Rev1's CRM system, Salesforce.com. assist in preparing fund level quarterly and annual reporting What You'll Bring: Experience: 3 to 5 years of demonstrated experience in pre-seed to early-stage venture investment is required. A combination of venture development, technology commercialization, startup, management consulting and/or investment experience may also be considered relevant experience. Education: Bachelor's degree in business, sciences, engineering, or a related technical field. Sector Knowledge: Industry knowledge and expertise across information technology, B2B SaaS, and other technology sectors is a plus. Analytical Skills: Able to assess business health and future potential across several areas including market, team, product, financial and capital needs. Able to make well-reasoned conclusions and recommendations regarding new investment opportunities, relative to specific transaction execution and portfolio management situations. Practical understanding and application of financial statements and Excel skills. Project Management: Able to effectively manage multiple, competing projects at varying stages of maturity. Ability to be flexible and adapt the workstyle to meet the needs of the project and stakeholders. Able to rapidly assess project needs and next steps. Strong Communication: Highly professional with excellent verbal, written, and presentation skills. Seeks win-win opportunities and supports current and future portfolio companies. Effectively communicate project updates across the organization. Detail-oriented Self-Starter: Able to take high level direction and distill down to actionable steps in order to achieve the end goal. What's in it for you? Collaborative work environment at one of the Best Places to Work in Columbus Access to exciting tech startups and trends in the national arena Competitive compensation package, including performance-based incentives Generous paid time off 401(k) matching Health, dental, and vision benefits Schedule: Full-time Location: In Person, Rev1 Ventures - Columbus, Ohio Applicants must be eligible to work in the United States and able to work 8am-5pm Monday - Friday with some night and weekend availability to attend related events. COVID-19 Vaccinations are mandatory and are a condition of employment at Rev 1 Capital. Reasonable accommodations will be considered. As an equal opportunity employer, Rev1 Ventures does not discriminate in hiring or terms and conditions of employment because of an individual's race, color, religion, gender, national origin, age, disability, sexual orientation, or marital status. To apply, please complete the Culture Index survey **************************************** and submit your cover letter and resume to: ************************

We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals. Responsibilities · Meet with clients to determine their financial objectives, risk tolerance, and resources. · Develop financial plans and portfolios that meet clients' needs and goals. · Provide sound investment advice and guide clients in making informed decisions. · Offer strategies for tax planning, retirement planning, and estate planning. · Continuously monitor clients' portfolios and make necessary updates. · Keep abreast of market trends, policies, and regulations that may impact clients' portfolios or investments. · Build and maintain relationships with clients and ensure they receive top-notch service. · Develop and implement strategies to increase client base. Requirements · Bachelor's degree in Finance or related field · 5+ years' of industry experience · Active Life Insurance license · Active FINRA Series 7, and 65 or equivalent registered representative and state licenses. · Exceptional client-service skills. · Ability to work independently and collaboratively with a team. Benefits · Competitive compensation package · Comprehensive training and development programs · Health and life insurance options · Retirement savings plans · Professional work environment If you are interested in this position and meet the above qualifications, please submit your resume and cover letter. We look forward to hearing from you!

Becoming a Financial Advisor 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. 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 revenue1: Average 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 support2 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 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 contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

Midwest Legend Group has a new and exciting Financial Professional opportunity in Columbus, OH. The successful candidate will have the opportunity to service new and existing clients in current 403(b) and 457(b) payroll slots. For over 50 years, The Legend Group has been helping investors to work toward their financial goals. Our Broker-Dealer and Registered Investment Adviser is a full-service investment planning firm offering a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments. Midwest Legend Group has developed a turnkey system to turn leads into clients, onboard, and manage client relationships to stay compliant, uncovering new planning opportunities, and maximizing retention and profits. Compensation flexible and commensurate with experience. The qualified individual will: Display the ability to be a self-starter/entrepreneur and demonstrate high skill with relationships and the key competencies required to be a successful Financial Professional Ability to generate leads; set and hold productive meetings; present and implement solutions and be proactive in providing ongoing support and service Understand that our value lies in the depth of client relationships and is exceptional at developing them, particularly with high net worth prospects and clients Be an established, consummate professional at all times, both internally with our team and externally with the public Provide clients with a full range of investment services that Midwest Legend Group offers Desired Skills and Experience: 1+ yrs. financial sales experience preferred Bachelor's degree or equivalent business experience Ability to build and manage client relationships Excellent written and oral communication skills FINRA Series 6/7, 65/66 and state insurance license preferred; exceptional candidates without this licensing will be considered

We are seeking a Financial Investment Specialist to enhance operational efficiency and support a growing practice with $5.2 billion in assets under management. This role is integral to ensuring seamless day-to-day financial operations, maintaining compliance, and providing exceptional client service. The base salary is up to $70,000 plus a bonus, but it may be negotiable based on experience. Key Responsibilities: Trade Execution & Cash Flow Management: Oversee trade activities, monitor transactions, and facilitate seamless money movements while ensuring accuracy and regulatory compliance. Client Transaction Support: Provide timely and professional communication as the primary point of contact for trade requests, fund transfers, and transaction confirmations. Investment Research & Advisory Assistance: Support financial advisors by conducting market research, analyzing trends, and providing data-driven insights to aid in investment decisions. Portfolio Development: Assist in designing customized investment portfolios aligned with client financial objectives while incorporating risk management principles. Market Monitoring: Track U.S. and global market indexes, economic events, and key financial trends to provide relevant insights. Compliance & Risk Oversight: Ensure all transactions adhere to regulatory and internal risk policies, upholding fiduciary responsibilities. Client Communication: Willing to engage in long-term client interactions over the phone, ensuring consistent and high-quality service. General Operations & Compliance: Adhere strictly to policies, participate in compliance initiatives, and support operational excellence. Additional Duties: Take on other responsibilities as assigned while keeping leadership informed of any significant matters. Key Competencies: Passion for Investments: Follows the stock market closely and aspires to earn a CFP certification. Client Service Excellence: Proactively manage complex client interactions with professionalism and responsiveness. Effective Communication: Speak clearly and persuasively while actively listening and addressing concerns thoughtfully. Collaboration & Teamwork: Foster a cooperative work environment, balancing individual and team objectives. Ethical Integrity: Uphold organizational values, maintaining trust and adherence to compliance standards. Strategic & Organizational Skills: Demonstrate strong time management, task prioritization, and problem-solving abilities. Adaptability & Reliability: Thrive in fast-paced environments, managing shifting priorities while maintaining consistency. Attention to Detail: Highly organized with strong accuracy in transaction processing and financial analysis. Preferred Skills & Qualifications: Strong time management and ability to prioritize effectively. Proven experience handling high-volume workloads with accuracy. Advanced proficiency in Microsoft Excel (e.g., VLOOKUP, pivot tables, XLOOKUP, nested IF functions). Bachelor's degree or equivalent combination of education and experience. Series 7 license required. Commitment to ongoing professional development and industry engagement. Growth Potential: This role offers significant compensation increases with the completion of certifications such as the CFA and CFP. The right candidate will have opportunities for advancement within a high-performing financial practice.

Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of citizens protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength.6 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the help we've provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8 * The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 6. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. 8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

Job Title: Financial Services Representative - Team GRIT Company: Ohio |Team GRIT | Led by Trammayne Golson About Team GRIT: Team GRIT is more than just a financial services firm we are a movement dedicated to empowering individuals to achieve financial freedom and build lasting wealth. Led by Trammayne Golson, our mission is to provide financial education, customized wealth strategies, and career opportunities that transform lives. We equip individuals with the tools to succeed in the financial industry while making a meaningful impact on their communities. Who We're Looking For: We are seeking motivated, coachable, and driven individuals to join Team GRIT as Financial Services Representatives. Whether you're looking for a part-time and full-time career or a part-time opportunity, this role provides flexibility, unlimited earning potential, and comprehensive training to help you succeed. Responsibilities: ✔️ Educate clients on financial solutions, including life insurance, retirement planning, and investment strategie s✔️ Develop customized financial strategies to help individuals and families build weal th✔️ Assist clients with debt resolution and financial planning for long-term succ ess✔️ Build and maintain client relationships through consultations and follow -ups✔️ Participate in team mentorship and training programs to grow your knowledge and s kills✔️ Work independently while being part of a dynamic, high-performin g team What We Offer:✅ Uncapped Earning Potential - Commission-based pay with six-figure income pot ential✅ Full Training & Licensing Support - No experience necessary; we invest in your s uccess✅ Flexible Work Schedule - Work on your terms, whether full-time or par t-time✅ Career Growth & Leadership Opportunities - Build a team and earn overrides as you a dvance✅ Mentorship from Industry Experts - Learn from top professionals in the financial in dustry✅ Impact & Purpose - Help individuals and families secure their financial f uture Qualifica tions:🔹 Strong communication and interpersonal skills🔹 Entrepreneurial mindset with a passion for financial edu cation🔹 Self-motivated and goal-or iented🔹 No prior financial experience required - we provide comprehensive tr aining🔹 Must be willing to obtain necessary state financial licenses (life insurance, investments, etc.) Why Join Team GRIT?At Team GRIT, success is built on growth, resilience, impact, and tenacity. We don't just help people with their finances we empower leaders, entrepreneurs, and change-makers to create financial freedom for themselves and others. If you're ready to bet on yourself and take control of your future, Team GRIT is where you b e long! 📩 Appl y Now!Take the first step toward a rewarding career in financial services. Apply today and let's start building your future tog ether!

Job Title: FP&A Analyst Who we are: Vernovis is a Total Talent Solutions company that specializes in Technology, Cybersecurity, Finance & Accounting functions. At Vernovis, we help these professionals achieve their career goals, matching them with innovative projects and dynamic direct hire opportunities in Ohio and across the Midwest. Client Overview: This is an exciting opportunity to join a growing company, work closely with key enterprise stakeholders, and support international operations. The role offers strong long-term growth potential, visibility across the organization, and the chance to make a meaningful impact in a dynamic, global environment. If interested please contact Annie at ********************** What You'll Do: Support the annual budget and monthly forecast processes by collaborating with stakeholders and ensuring accuracy in financial planning. Produce routine reports including key metrics, financial results, and variance analysis, providing insights to drive business decisions. Identify and communicate risks and opportunities across the organization to improve financial performance and strategic planning. Assist in maintaining the current financial management system and contribute to the development and implementation of a future platform. Provide ad-hoc reporting and support for special projects or requests as needed, demonstrating flexibility and responsiveness in a fast-paced environment. What Experience You'll Have: 2-6 years of general finance experience, with a focus on analytical and financial reporting tasks. Strong analytical and critical thinking skills, demonstrating attention to detail and accuracy in all financial processes. Effective communication skills with the ability to collaborate with senior management and key stakeholders. Ambitious, assertive, and self-motivated with a strong sense of accountability and conscientious work ethic. Ability to adapt to change and manage competing priorities within a dynamic, fast-paced organization. Comfortable with challenging business assumptions in a constructive, solution-oriented manner. Strong interpersonal skills and the ability to thrive in a team-oriented environment. Proficient in Microsoft Office, particularly Excel, Word, and PowerPoint. The Vernovis Difference: Vernovis offers Health, Dental, Vision, Voluntary Short & Long -Term Disability, Voluntary Life Insurance, and 401K. Vernovis does not accept inquiries from Corp to Corp recruiting companies. Applicants must be currently authorized to work in the United States on a full-time basis and not violate any immigration or discrimination laws. Vernovis provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training

CONSU012879_1 Who We Are NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** This full-time position requires review of day-to-day financial reporting and analysis for select clients. The position includes reviewing data for accuracy and creating client specific reports for analysis and review. The position requires strong critical thinking, active listening, presentation and communication skills, Additionally, the Consulting Financial Analyst will serve as a mentor to a Junior Analyst. Essential Duties and Responsibilities: To perform this job successfully, individual must be able to execute each essential duty satisfactorily: Review self-funded, financial reports and provide comments to Account Management team for monthly or quarterly discussions Manage claims audit, dependent audit, and plan optimization/contribution differential analysis process Develop self-funded renewal projections, assist in the preparation of financial renewal summary, prepare alternate funding options Prepare stop loss sensitivity analysis for self-insured clients Review client IBNR reserve analysis templates prior to actuarial review Proof exhibits created by Level 1 Analysts for mathematical, formulaic, spelling, grammatical and branding errors and ensure they are client-ready Update excel-based templates/models to improve the reporting or renewal process Attend seminars or educational activities to stay updated on the latest developments, trends and regulations in the marketplace Attend client meetings on an as-needed basis to review financial reports Maintain confidentiality, HIPAA and GDPR compliance with all client information obtained in the course of work Build and maintain solid relationships with carrier sales representatives and Account Management teams Collaborate with Account Management teams and clients to design, create and deliver analytic results that drive strategic decision-making and demonstrate the value provided by products and services purchased Contribute to the development and enhancement of analytic deliverables; actively participate in department, team and client meetings Additional duties as assigned Knowledge, Skills, And/or Abilities Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate Strong Presentation/Speaking Skills - Effectively communicating with others in an individual or group environment to articulate the items or information needed. Explain technical details, relevance, and implications of analytic results to diverse audiences. Incorporates feedback to improve content and format of deliverables. Ensures analytic results are insightful and actionable Time Management - Manage multiple projects with competing deadlines by prioritizing deliverables in collaboration with team and department leadership. Coordinate with teammates to ensure efficient creation of deliverables, track work, and provide regular progress updates. Take ownership of projects and see them through to completion with complex problem-solving skills and exceptional time management Contributes to development and enhancement of analytic deliverables. Actively participates in department and team meetings. Completes trainings to maintain and enhance knowledge, skills, and abilities Strong knowledge of health insurance products and industry, including trends and drivers of population health status, utilization, costs, and quality Ability to correspond on all financial issues in a clear, concise and persuasive manner Ability to effectively establish rapport, present information and respond to questions from managers, clients and coworkers Ability to work independently Strong communication (both verbal and written) and analytical skills Education And/or Experience Four-year college or university degree. Finance/Statistics/Mathematics is preferred or 6+ years of equivalent work experience 3-5 years of related experience and/or training with a carrier, consultant or broker Intermediate to Advanced Microsoft Excel skills required Microsoft Access and Microsoft Fabric, Power BI skills preferred CERTIFICATES, LICENSES, REGISTRATION Employees required to possess or obtain the Ohio Life and Health License within four months of employment Ongoing Education: CE Requirements What We Offer We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $94,000 to $117,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better together! NFP is an inclusive Equal Employment Opportunity employer.

FlightSafety International is the world's premier professional aviation training company and supplier of flight simulators, visual systems and displays to commercial, government and military organizations. The company provides training for pilots, technicians and other aviation professionals from 167 countries and independent territories. FlightSafety operates the world's largest fleet of advanced full-flight simulators and award-winning maintenance training at Learning Centers and training locations in the United States, Canada, France and the United Kingdom. Purpose of Position The Senior Financial Analyst provides timely, relevant and accurate financial and operational performance data and analysis to all assigned functions. The Senior Financial Analyst performs business, financial, and operational analysis to impact top-line and bottom-line results and to support Senior Leadership decision making. This position is responsible for updating monthly reports, tracking performance against projections, working with department heads to develop budgets and assist in the preparation, analysis and presentation of the weekly and monthly financial results to the Senior Leadership team. Tasks and Responsibilities Lead teammates in consolidating company reports including weekly and monthly financial results and presentations for the Senior Leadership team. Investigates and explains operational and financial variances to budget. Acts as key influencer on initiatives that improve profitability. Identifies, assesses, and communicates issues affecting profitability. Provides advisory support to assigned departments on matters pertaining to budget, accounting, and related financial issues and procedures. Develops and maintains financial budget and forecasting models. Analyzes and interprets financial and statistical information submitted for trends, checking for reasonableness and accuracy. Provides analysis of revenue and expenses, financial modeling, financial forecasting, rate and volume analysis and profitability impact analysis. Leads, develops, and documents complex financial analysis projects. Develops and implements timely enhancements to accurately and efficiently model noted changes. Prepares fact based presentations that can be understood by both financial and non financial oriented executives that are timely, well written, and well grounded in the practical applications of financial theory. Takes complex financial analysis and presents key points clearly and concisely to the leaders of the business. Provides advisory support to department managers on matters pertaining to budget, accounting, and related financial issues and procedures. Identifies, assesses, and communicates issues affecting profitability. Mentors, develops, and advises lower level Financial Analysts. Perform business and financial analysis. Lead and participate in special projects as assigned. Willingness to train and develop other teammates. Implement process improvements and share best practices across the department. Works with others to learn continuously, solve unexpected problems, break bottlenecks, and challenge the status quo. Establish productive relationships with cross functional teams. Travel as required. Minimum Education Bachelor's in Accounting, Finance, or Economics preferred. Minimum Experience 4-6 years of relevant experience. Experience in public accounting or corporate financial reporting, preferred. Knowledge, Skills, Abilities Strong verbal and written presentation skills. Demonstrated ability to work independently and lead teammates. Strong analytical and creative thinker with a high attention to detail. Proven ability to overcome obstacles and get results. Possesses initiative, confidence, and drive to achieve results without explicit direction or detailed instructions. Displayed ability to work in a dynamic and fast paced environment. Ability to meet deadlines and manage multiple tasks simultaneously. Ability to interact with various levels of management in a professional manner. Reconcile data and analyze variances. Excellent attention to detail. Continuous improvement orientation. SAP, or general knowledge of working with an accounting system similar to SAP. Proficient with EXCEL, Access, Word, PowerPoint. Physical Demands and Work Environment The physical demands and work environment described here are representative of those that must be met and or encountered by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee may be required to stand; walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The employee must regularly lift and or move up to 10 pounds and frequently lift and or move up to 25 pounds. The noise level in the work environment is usually moderate. FlightSafety is an Equal Opportunity Employer/Vet/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Apply a working knowledge of GAAP accounting standards during the month-end close process. Performing day-to-day general ledger accounting, financial reporting and analysis for assigned functional areas. Assisting assigned businesses with understanding the actual financial outcome compared to forecast and providing analyses to help them proactively meet target goals. Perform reporting on a monthly/quarterly basis. Responsible to present client specific margin analysis to Finance and Business Units. Benchmarking results against prior periods/alternative data sources. Utilizing analytics and trends to better understand past performance and forecast expectations. Identifying opportunities for financial improvements and processes. Responsible to work with Finance Leads in preparation of the annual budget. Understanding revenue recognition and making recommendations on specific transactions & process. Researching and comparing variance analysis and explanations. Building a strong rapport with operating partners. Being an expert user of all applicable systems (e.g. Microsoft Excel, Access, etc.). Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 2 - 5 years' financial analysis and modeling experience Advanced knowledge of Excel

Coordinates project cost analysis and controls for team activities supporting the Project Managers (PMs), or other staff, including overseeing cost reporting for multiple projects and monitoring project budgets to assure accurate depiction of project cost on large and complex projects under minimal supervision. Input of budgets within the company corporate systems, providing ongoing forecast updates and variance analysis, input and tracking of key performance indicators (KPIs), and working collaboratively with project teams to implement best practices throughout the project lifecycle. Provides communication and develops partnerships with internal and external customers. Develop/conduct training, lead continuous process improvement efforts and develop tools and processes utilized. Might also be responsible for creation of work orders and having direct interface in coordinating with external contractors and vendors to integrate these parties into the overall project budget and schedule. REQUIRED SKILLS AND EXPERIENCE Assocaites with 3+ years of experience OR Bachelors Degree with 1+ years of experience in Finance Strong analytical skills a must Experience working on cost tracking analysis, forecasting and project budgets Experience should be in planning, project management, cost tracking analysis, forecasting, project budgets, finance, etc Proficient in use of computer and MS Office products including Word, Excel, Outlook and PowerPoint. Excellent oral and written communication skills along with a professional demeanor and commitment to customer service and teamwork.

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.

About the role: The Service Professional will be responsible for supporting the Client Servicing departments of Performance Reporting, Asset Allocation, Portfolio Risk, Confirms, Prospectus, and Statements for the largest field of Financial Advisors in the industry. In this role, the Service Professional will analyze, research, and reconcile issues across multiple platforms as well as helping to create combined summaries, selecting indices, and providing system navigation. The individual will explain and present the dynamic investment tools and reports needed by the Financial Advisors. Qualifications: • Bachelor's Degree Required • Knowledge of portfolio performance or risk measurement statistics and tools. • Highly motivated professional with problem solving ability, and personal accountability. • Excellent and efficient communication (written and oral), and listening skills. • Solid understanding of investment vehicles. • Ability to learn quickly and apply knowledge to various situations. • Ability to multi-task, prioritize and excel in a fast-paced, deadline driven environment • Strong organizational skills, attention to detail, and excellent follow-up skills • Self-motivated with the ability to work autonomously and succeed in a team environment

Prudential Advisors is looking for an experienced financial professional in the Cincinnati- Dayton area that is interested in working with Prudential existing clients 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 service existing clients 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. Requirements: 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

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.

We are hiring for our client in the financial services industry. Duration: 6 months The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancement Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 0 - 3 years' financial analysis and modeling experience Advanced knowledge of Excel

Prudential Advisors is looking for an experienced financial professional in the Mount Vernon-Mansfield area interested in working with a successful advisor who is currently in need of help providing financial solutions to his current client base and client referrals. 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. Requirements: 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