Financial analyst jobs in Ohio - Page 6

Job Description Analyst Role Impact and Accountability This role plays a critical role in driving value creation across assigned workstreams. The role is accountable for supporting initiative development, tracking implementation progress, and contributing to PATAMI delivery in close collaboration with workstream leaders and cross-functional partners. Key Responsibilities Transformation Planning and Value Creation • Conduct diagnostic analyses of business value chains, processes, and financial drivers to identify performance gaps relative to transformation targets and industry best practices, • Support and facilitate idea-generation workshops to identify value creation opportunities, • Develop bankable business cases, including financial models, cost-benefit analyses, and sensitivity scenarios, • Monitor and track initiative milestones, timelines, and benefits realization, • Provide targeted analytical and execution support such as market analysis, dashboards, tools, templates, and financial modeling, • Identify delivery risks and provide structured problem-solving support to initiative owners, • Coach workstream teams in using the WAVE program management system to track progress and outcomes, • Support workstream leads in managing value creation pipelines and initiative portfolios, • Facilitate site-level Transformation Office cadence meetings to review progress, address bottlenecks, and drive accountability, • Provide analytical and planning support to line managers across performance improvement areas and key enablers, • Coach nominated site champions in transformation disciplines to build sustainable execution capabilities, • Act as a role model for transformation mindset, behaviors, and culture across Emery Group sites, • Bachelor’s degree in a numerical, analytical, or technical discipline such as Engineering, Finance, Economics, Business Analytics, Information Technology, Mathematics, or Statistics, • Post-graduate qualifications such as an MBA or Master’s degree in Engineering, Technology, Statistics, or Management are preferred, • Experience in transformation, strategy, corporate planning, consulting, financial analysis, project management, or change management, • Background in manufacturing, specialty chemicals, industrial, or asset-intensive environments is preferred, • Experience working with senior leaders, steering committees, or boards is a strong advantage, • Advanced proficiency in Microsoft Excel and PowerPoint, • Strong financial modeling and analytical capabilities, • Experience with data analytics, visualization, or programming tools such as Python, R, SQL, Power BI, Tableau, Alteryx, or Excel Macros, • Demonstrated maturity, ownership mindset, and leadership presence, • Strong execution discipline and project management capability, • Excellent interpersonal and stakeholder management skills, • Proactive, results-oriented, and innovative problem solver, • Self-starter with the ability to work independently under tight deadlines, • Clear and effective communicator across technical, operational, and executive audiences, • Collaborative team player with the ability to influence without authority

Job DescriptionSummary of the position We seek a motivated, self-starting, passionate team player to join our firm in the role of Portfolio Reporting Systems Analyst. This is a new position created in response to the growth of the organization and will primarily focus on technology projects related to mergers & acquisitions and ongoing ownership of our portfolio reporting platform. The Reporting Systems Analyst will work in close collaboration with all members of the Technology Team (which has responsibility for technology strategy and execution, business intelligence, end user support, and technology training) and the Operations Team (responsible for day-to-day platform support) to support various aspects of our advisor and client reporting system. This is a unique opportunity to be a part of a growing organization and department with the ability to define and build a career at Sequoia. Responsibilities • Serve as the as the Subject Matter Expert (SME) for our portfolio reporting and client experience platforms., • Assist with vendor management tasks including invoice tracking, roadmap review, and service escalations., • Support Sequoia and Third-Party Partners in the migration of data and operational processes across portfolio reporting platforms., • Partner with internal stakeholders to document and deploy platform enhancements and drive delivery of key Sequoia enhancements from vendors., • Assist with training and maintenance of all resource libraries for end users., • Support the integration between Sequoia and newly acquired firms. Will assist with overarching conversion of legacy portfolio reporting systems to Sequoia’s standard system with considerations for trading/billing impacts. Will work closely with the Reporting System Lead, Tech Program Management Office (PMO), internal operations specialists, and strategic partner(s) (Third Parties) to ensure on time delivery of the integration., • Assist with execution and ongoing enhancement of Integration Playbook to ensure all standards, processes, and best practices are well documented and continuously updated. Will lead ongoing updates and enhancements to the Integration Playbook to reflect current systems and best practices., • Participate in early M&A due diligence analysis to confirm project scope, budget, and timeline. Will work with Reporting System Lead to identify any risks along with associated costs to overcome and will help finalize statement of work for each acquisition with various third parties., • Support Sequoia and Third-Party partners to execute the documented Playbook and achieve defined deliverables. This includes, but is not limited to, • Own various data audits and system setup tasks throughout each project. Some tasks may be entirely in app while others will rely heavily on Excel data work., • Partnering with PMO on project schedule to ensure all tasks are updated in a timely fashion and any risks/issues escalated promptly., • Participate in ‘Hypercare’ activities to ensure acquired firm is onboarded successfully. This includes scheduling and leading training and support for end users., • Assist with identification and documentation of any lingering work needed to ensure all associated workstreams are transitioned to Sequoia's standard operations post-project., • Other Responsibilities (as needed), • Complete & Support team Salesforce Cases when needed., • Own or assist with other firm-wide technology projects as resources allow., • Collaborate with stakeholders to implement new system or process enhancements., • Establish and maintain custodial data feed setups within reporting systems.Required Skills/Experience, • Minimum 5 years of experience in an operations or client service role, • Minimum 3 years of demonstrated project management skills, • Experience working with and communicating with senior level management, • Ability to learn quickly and become proficient in a process-driven, fast-paced work environment, • Effective problem-solving skills to create solutions for the firm, • Willingness to attend necessary meetings between 8-5pm EST and be flexible when needed, • Ability to travel when needed, • Proficiency in Microsoft Office Suite with an emphasis in ExcelPreferred Skills/Experience, • Experience working daily with a workflow technology system., • Experience in financial services industry., • Prior experience with financial industry technology a plus, • Salesforce, Tamarac, Orion, MoneyGuide, eMoney, etc., • ByAllAccounts, Yodlee, DST Vision, etc, • Bachelor’s degree preferredCompetencies, • Exceptional attention to detail and organizational skills, • Ability to handle multiple priorities and learn quickly, • Persistence in follow up to accomplish objectives, • Proactive mindset to identifying problems and pursuing solutions, • Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the client, • Demonstrating professional communication skills with responses to new hires, custodians, and fellow integration team members., • Positive frame of mind with a resilient attitude, • Conflict resolution and change management leadership

Job Description WHY WORK FOR MINSTER BANK? When choosing a bank partner, relationships matter. For over 100 years, Minster Bank has been helping individuals, families and businesses achieve their dreams by offering a variety of services. We encourage our employees to achieve their dreams by providing a family-friendly work environment that promotes growth, job satisfaction and teamwork. JOB SUMMARY The Senior Credit Analyst is responsible for assisting the Credit Manager in evaluating the financial condition of businesses and associated individuals applying for credit by preparing spreadsheets, reports, summaries, and opinions for lenders on new, renewal, and existing loans. The Senior Credit Analyst prepares written financial analysis and credit approval packages for new loan requests, renewals, and annual reviews. The Senior Credit Analyst performs all necessary due diligence in underwriting loan requests. The position is exempt and reports to the Credit Manager. Other responsibilities include: • Analyzes current credit data and financial statements of individuals or businesses to determine the degree of risk involved in extending credit or lending money., • Assists loan officers by providing them pertinent information so that the best credit decision can be made., • Assists the Credit Manager on the development of loan policy and its implementation bank wide., • Responsible for staying abreast of loan compliance issues and making recommendations to the Credit Manager on improvements to the bank's lending procedures., • Bachelor's degree (B.A.) from a four-year college or technical school; or one to two years related experience and/or training; or equivalent combination of education and experience., • Ability to write reports, business correspondence, and procedure manuals., • Ability to effectively present information and respond to questions from groups of managers and customers., • Ability to calculate figures and amounts such as discounts, interest, commissions and percentages. Ability to apply concepts of basic algebra and geometry. WORK LOCATION: In person SCHEDULE: Day shift Monday through Friday with some additional hours if needed Minster Bank is an equal opportunity employer. Job Posted by ApplicantPro

Job Description Career Opportunity: Loan Administrative Specialist and Junior Credit Analyst with Farmers and Merchants Bank in Dayton, OH Do you have an interest in commercial banking and credit? Are you detail-driven and ready to support loan documentation, servicing, and reporting from start to finish? If you answered yes, we want to speak with you! As the Loan Administrative Specialist and Junior Credit Analyst you will support the bank’s lending operations with a focus on commercial lending. Working closely with Credit Analysts, lenders, and internal and external partners, you will provide critical support across loan administration, credit analysis, and key lending processes. Additionally, you will: • Review loan documentation for accuracy and compliance with bank policies and regulations., • Manage mortgage escrow accounts and related administrative processes., • Assist loan officers with filing and releasing collateral liens., • Support the loan accounting system, including transaction processing and general ledger balancing., • Request flood determinations, lien searches, and insurance coverage as required., • Prepare and file home improvement and equity loan documents to perfect liens., • Track hazard and flood insurance coverage and placement., • Process daily loan notices, including rate and payment changes., • Assist with credit presentations, financial analysis, credit risk analysis, and board loan reports., • Enter and analyze financial data from balance sheets, cash flows, tax returns, and internal profit and loss statements., • Collect and review ongoing financials from commercial clients, including annual reviews., • Perform other related duties as assigned. Qualifications: • High school diploma or equivalent required; college degree preferred, • Successful completion of a pre‐employment background check and satisfactory credit history, • Strong customer service, interpersonal, and organizational skills, • Positive, professional attitude toward customers, supervisors, and coworkers, • Proficiency in Microsoft Office, including Word, Excel, and Outlook, • Ability to manage multiple priorities independently, using sound judgment and initiative Farmers and Merchants Bank is growing in the South Dayton area. We are your hometown bank and our philosophy is to provide basic banking services in a friendly and courteous manner to the residents and small businesses of Southwest Dayton. This philosophy remains the same 90 plus years later. If you are ready for a new challenge and meet the qualifications outlined above, apply online by sending your resume to ! Employer is EOE/AA/M/F/D/V. Company DescriptionFarmers and Merchants Bank is growing in the South Dayton area. We are your hometown bank and our philosophy is to provide basic banking services in a friendly and courteous manner to the residents and small business of Southwest Dayton. This philosophy remains the same 90 plus years later.Farmers and Merchants Bank is growing in the South Dayton area. We are your hometown bank and our philosophy is to provide basic banking services in a friendly and courteous manner to the residents and small business of Southwest Dayton. This philosophy remains the same 90 plus years later.

Job DescriptionNote: Nonprofits typically pay slightly below corporate rates; Cincinnati senior analyst roles with grant expertise fall within this range depending on size, complexity, and experience level. Position Summary The Senior Financial Analyst (Grant Management) is responsible for providing high-level financial analysis, reporting, forecasting, and full lifecycle grant management for the organization. This role ensures strong fiscal stewardship of public and private grant funds, supports compliance with federal and state regulations, and provides strategic financial insights to senior leadership. The Senior Financial Analyst plays a critical role in strengthening financial systems, supporting program teams, and ensuring financial sustainability for the organization. Essential Duties & Responsibilities Financial Analysis & Reporting • Prepare monthly, quarterly, and annual financial statements, dashboards, and variance analyses., • Develop financial models and forecasts to support organizational planning and grant-funded program requirements., • Monitor financial performance across programs and funding streams, identifying opportunities to enhance efficiency and sustainability., • Translate complex financial information into clear, actionable insights for leadership, program directors, and the Board.Grant Management & Compliance, • Oversee all fiscal aspects of local, state, federal, and private grants, including initial budget development, fund allocation, tracking, and financial closeout., • Ensure compliance with grant terms, regulatory requirements, and cost principles, including 2 CFR 200 (Uniform Guidance) when applicable., • Prepare reimbursement requests, financial reports, drawdowns, and supporting documentation for grantors., • Maintain accurate, audit-ready records for all grants and restricted funds., • Partner with program staff to ensure expenditures align with grant deliverables, allowable costs, and timelines.Budgeting & Forecasting, • Lead or support the annual budgeting process for organization-wide budgets and grant proposals., • Develop multi-year projections to assist with long-term planning and grants strategy., • Track budgets monthly and communicate variances or financial risks to leadership., • Assist in the preparation of financial materials for the Board of Directors and funding stakeholders.Internal Controls & Process Improvement, • Strengthen internal controls related to grant expenditures, restricted funds, and financial documentation., • Recommend and implement process improvements to enhance financial accuracy, timeliness, and compliance., • Assist in preparing for annual audits, including Single Audits if required, by compiling necessary schedules and documentation.Cross-Functional Collaboration, • Work collaboratively with program teams to support grant implementation, monitoring, and compliance., • Provide financial training or guidance to program managers to improve grant stewardship and budget adherence., • Bachelor's degree in Accounting, Finance, Business Administration, Public Administration, or related field., • Minimum 5 years of financial analysis experience, including 2+ years managing nonprofit grants or restricted funds., • Strong knowledge of nonprofit GAAP, fund accounting, and Uniform Guidance (2 CFR 200)., • Demonstrated experience preparing budgets, forecasts, financial statements, and complex analyses., • Advanced Excel skills (pivot tables, VLOOKUP/XLOOKUP, modeling)., • Excellent communication, analytical, and problem-solving skills., • Strong attention to detail, organizational ability, and commitment to meeting deadlines.Preferred, • Master's degree (MBA, MPA, MAcc) or professional certification (CPA, CMA, CGFM)., • Experience with nonprofit accounting platforms such as MIP Fund Accounting, Blackbaud, Sage Intacct, or QuickBooks Nonprofit., • Experience in social service, healthcare, or community-based nonprofit organizations., • Grant Compliance & Monitoring, • Financial Modeling & Forecasting, • Nonprofit Fund Accounting, • Strategic Thinking & Decision Support, • Internal Controls & Risk Management, • Communication & Presentation Skills, • Ethical Conduct & Confidentiality, • Standard office environment with potential hybrid flexibility., • Occasional evening or weekend hours during grant deadlines, audits, or board meetings., • Interaction with program teams, grantors, community partners, and auditors.