UNKNOWN

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Additionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Gather and analyze all relevant financial data for, often high value, clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, and assessing creditworthiness, etc.

YEAR

KeyCorp

Vice President, Portfolio Management

Vice President, Portfolio Management (Commercial and Industrial Upper Middle Market- East or Central Region)

He and his wife, Jessie, share a love for travel, discovering great food, and enjoying a good glass of wine, while Travis and their 11-year-old daughter, Sofia, are currently on a shared Taekwondo journey working toward their black belts. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

DeZordo Region

Insurance Agent - Training Provided

The Director of Finance & IT serves as a key member of the Warren Rupp Senior Leadership Team and has full responsibility for the business units finance and information technology functions, including financial planning and analysis, accounting oversight, financial reporting, business analytics, internal controls, working capital management, capital investment analysis, technology infrastructure, networks, data security and strategic decision support. Warren Rupp, an IDEX business unit within the Severe Duty Flow Control (SDFC) platform, is a global leader in double diaphragm pumps and fluid handling solutions serving a broad range of industrial, chemical processing, wastewater, mining, and manufacturing applications based in Mansfield, OH.

IDEX Corp

Director of Finance and IT

Keybank National Association

ea_via_bold

Nine (9) years of relevant experience in FP&A, accounting, corporate finance, regulatory finance, business operations, or utility finance, including leadership of complex portfolios, major initiatives, processes, or cross-functional workstreams. Monitor financial and operational performance; investigate underlying business and cost drivers; explain monthly, quarterly, year-to-date, and year-over-year variances; identify emerging risks and opportunities; and coordinate responses with accountable leaders.

American Electric Power

Finance Business Partner Sr Mgr

FULL_TIME

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. What We're Looking For: Underwrite opportunities, analyze financial statements, and develop cash flow models to be utilized in support of commercial loans and commercial real estate loans.

Stifel

Commercial Real Estate Credit Analyst

[AW]-iCims

Brand Values: Our unconditional commitment to the quality of care and the way care is provided by our staff and experienced by our clients and the community is reflected in our brand pillars: COLLABORATION: We believe in the strength of partnership, where professionals from different disciplines work together to address the complex needs of our clients. Delivery of clinical services including individual counseling, group counseling, family counseling, intensive outpatient services, requesting urinalysis, non-medical community residential services, consultation, referral and information, intervention, hotline, training, outreach, crisis intervention, case management and adjunctive alcohol and drug services.

LORAIN COUNTY ALCOHOL AND DRUG ABUSE SERVICES, INC

IOP Counselor

Key Responsibilities: Tax Preparation & Compliance: Manage and prepare federal and state tax returns, including, Gift Tax (Form 709), Fiduciary Income Tax (Form 1041 for estates and trusts), final Individual Income Tax returns (Form 1040), and related state filings. Experience the best of both worlds: an office environment coupled with exceptional flexibility, including Fridays off after the tax season to balance the focused longer hours during tax season, leading to a lighter summer schedule.

Nichols & Company, CPAs

Estate & Trust Tax Manager

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.

Oppenheimer Holdings Inc

Client Service Associate (Pickerington, OH)

Veterinary Technician responsibilities include assisting the Veterinarian with surgeries and procedures, coordinating animal care, and monitoring animal recovery. We are seeking a compassionate and skilled Veterinarian Technician to join the team at our successful clinic.

Emerald Animal Hospital LLC

Veterinary Technician

A Senior Client Service Associate (SCSA) plays a critical role in supporting financial advisors by delivering exceptional client service, managing complex administrative tasks, and ensuring operational excellence across the team. As a Senior Client Service Associate, you will: Client Relationship Management: Serve as the primary point of contact for clients regarding account inquiries, service requests, account maintenance, and administrative needs.

Nicolet National Bank

Senior Client Service Associate

Our engineers are involved in commercial site development design projects and work collaboratively with the project team to develop creative solutions to address client needs and solve design and construction challenges that may arise. Build and maintain positive working relationships with internal teams and external clients, consistently delivering a high level of service and contributing to a positive client experience.

Career Collective

Civil Engineer

Actively participate in and support employee participation in the safety and loss prevention program by ensuring that employees know how to properly report a safety issue, making sure that all accidents are promptly reported to Human Resources and documented, and ensuring that prompt action is taken whenever workplace hazards are identifiedHelp implement emergency procedures QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Education Bachelor's Degree in business or related field Work Experience 8 - 12 years relevant employee benefit and pension plan administration experience plan document and legislative experience financial organization or similar compliance experience General Supervisory/Manager Knowledge, Skills, and Abilities .

Northwest Bank

Manager of Retirement Services

Whether you''re coming from account management, customer service, supply chain, or commercial operations, this position offers a unique opportunity to build broad business expertise, gain customer-facing experience, and develop into larger commercial leadership roles over time. This could be an excellent opportunity for someone with junior account management experience, customer-facing operations experience, or supply chain experience who wants greater commercial exposure and long-term growth potential.

O-I Glass Inc

Sales Operations Lead

This hands-on role delivers compliance analysis, risk assessments, and practical guidance in a fast-paced environment while partnering closely with business and risk stakeholders. The role requires the ability to independently manage complex assignments with limited oversight and partner with subject matter experts on specialized or highly complex matters.

Huntington Bancshares Inc

Compliance Section Manager Sr. - Digital

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Morgan Stanley

Client Relationship Analyst

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine.

Hill, Barth & King

Payroll Supervisor

At HBK, the firm's internship program is designed to provide a valuable and challenging "hands-on" learning experience, to develop an understanding of the firm, the public accounting profession and to enhance the intern's formal education. **Please note that application and interview timeframes and processes differ by office location** For specific questions regarding your application and the expected timeframe, please reach out to Catie Cohn at ccohn@hbkcpa.com.

Financial Advisor Jobs in Ohio

Vice President, Portfolio Management KeyCorp

Vice President, Portfolio Management (Commercial and Industrial Upper Middle Market- East or Central Region) KeyCorp

Insurance Agent - Training Provided DeZordo Region

Director of Finance and IT IDEX Corp

Vice President, Portfolio Management Keybank National Association

Finance Business Partner Sr Mgr American Electric Power

Commercial Real Estate Credit Analyst Stifel

IOP Counselor LORAIN COUNTY ALCOHOL AND DRUG ABUSE SERVICES, INC

Estate & Trust Tax Manager Nichols & Company, CPAs

Client Service Associate (Pickerington, OH) Oppenheimer Holdings Inc

Veterinary Technician Emerald Animal Hospital LLC

Senior Client Service Associate Nicolet National Bank

Civil Engineer Career Collective

Manager of Retirement Services Northwest Bank

Sales Operations Lead O-I Glass Inc

Compliance Section Manager Sr. - Digital Huntington Bancshares Inc

Client Relationship Analyst Morgan Stanley

Payroll Supervisor Hill, Barth & King

Assurance Intern Hill, Barth & King

Assurance Associate Hill, Barth & King

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