Financial Coordinator jobs in United States, Ohio, Columbus

This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.

Responsibilities:

• Develops talent, including proactive sourcing of candidates
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Skills:

• Coaching
• Customer Service Management
• Customer and Client Focus
• Performance Management
• Talent Development
• Business Operations Management
• Recruiting
• Result Orientation
• Risk Management
• Sales Performance Management
• Inclusive Leadership
• Leadership Development
• Prioritization
• Problem Solving
• Referral Management

Required Qualifications:

• 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
• Can interpret performance results, find opportunities to drive success and hold others accountable to results
• Must be able to work weekends and/or extended hours

Desired Qualifications:

• 1+ years of management experience including hiring, coaching and developing direct reports
• Experience in financial services and knowledge of financial services industry, products and solutions
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded
• Bilingual skills​

High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

• Recommends banking and investments strategies that align with client financial goals and needs

• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

• Mitigates and controls risk as part of daily activities

• Identifies and engages potential new clients through referrals or financial center clientele

• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Sets and accomplishes goals, achieving whatever you put your mind to.

• Builds and nurtures strong relationships.

• Collaborates effectively with others to get things done.

• Communicates effectively and confidently and is comfortable engaging all clients.

• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

• Likes to learn, adapts to new information and seeks the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for

Desired Qualifications

• Bilingual Proficiency - Spanish/English

• Strong computer skills with an ability to multitask in a demanding environment.

• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

• Obtained your insurance licenses.

Skills:

• Account Management

• Advisory

• Client Experience Branding

• Customer and Client Focus

• Oral Communications

• Active Listening

• Attention to Detail

• Client Solutions Advisory

• Issue Management

• Pipeline Management

• Causation Analysis

• Client Management

• Policies, Procedures, and Guidelines

• Risk Management

• Written Communications

High School Diploma / GED / Secondary School or equivalent

As a Control Manager Vice President for Mexico you will assume an oversight and consolidating role for the country but also for the region, partnering with the LOB control officers, and their regional teams, as well as the Central Control Team, Risk and Compliance to deliver the function objectives at the Latin America level.

Job Responsibilities:

• Support the Regional and central Payments control teams on the execution of the control management agenda in Mexico.
• Assist in the execution of the operational risk program, mitigating action plans to ensure satisfactory resolution through regular communication with the business owners of the issues
• Conduct certain control reviews in accordance to the annual plan of controls to identify potential control gaps and recommend appropriate actions in agreement with the LOB or functional regional management team.
• Help coordinate the Control Office meetings, publish minutes and monitor delivery of action plans and other relevant metrics. Support the production process of control packages such as the local Business Control Committee and the LOB´s BCC´s.
• Support the execution and submission of local Risk Control Self Assessments and drive the ensuing program of action plans
• Ensure that operational risk events occurred in the location are promptly reflected onto the corporate database (RED) and follow up on any action/change
• Track identified control gaps, recommend corrective actions, agree ownership and target dates, monitor corrective actions progress to completion
• Assist in the coordination of reporting; ensuring issues are appropriately reported to internal and external review bodies.
• Support to local regulators, internal and external auditors activities, requirements and reviews.
• Proactively share and compare controls and findings with the peer community to constantly improve regional control framework

Required qualifications, capabilities, and skills:

• Strong management and organizational skills; ability to track/meet deadlines and monitor various metrics and reports while identifying control themes
• Excellent communication, relationship building and influencing skills;
• Understanding of financial management and planning preferred;
• Proactiveness, very good interpersonal, negotiating and problem solving skills are key elements;
• Proficient in word, excel and powerpoint excellent presentation skills
• Degree level education (i.e. –Finance or Business related area – or equivalent) is required 6 to 8 years in an equivalent role in Controls, Audit or Compliance
• Highly fluent in English

Job responsibilities

• Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
• Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
• Create, maintain and review financial models and analyses (both recurring and ad-hoc)
• Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
• Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
• Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams

Required qualifications, capabilities, and skills

• Bachelors degree in Finance, Economics, or Accounting
• 5+ years of relevant FP&A experience
• Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Must be comfortable with frequently changing priorities
• The ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
• Excellent organizational, management, and both verbal and written communication skills
• Strong quantitative, analytical, and problem solving skills
• Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
• Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations

• Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously. Self-starter who is able to work in a fast paced, results driven environment

• Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

Preferred qualifications, capabilities, and skills

• CFA, CPA, MBA a plus
  

As a Financial Controller - Sr. Associate within Corporate Controllers, you will support pension and postretirement benefit programs, medical insurance, other benefit programs, and other benefits accounting activities.

Job responsibilities:

• Manage monthly accounting processes, reporting, and analysis for areas supported
• Prepare quarterly and annual SEC and regulatory reporting
• Conduct and understand complex accounting projects and transactions
• Develop a detailed understanding of all program-related accounting activity and document policies and procedures for managed areas
• Ensure financial information is fairly presented in accordance with US GAAP and Firm policies
• Provide timely and accurate financial information to management
• Support internal and external audit activities and inquiries with a controls mindset
• Establish and maintain relationships with key stakeholders globally (i.e., local and regional HR teams, Legal Entity Controllers, Corporate Tax, Corporate Accounting Policies, SEC/ Regulatory Reporting teams, Firm actuaries, and various internal/external audit groups, etc.)
• Lead process improvement projects

• Maintain effective communication lines across a global organization

Required qualifications, capabilities, and skills:

• Bachelor’s degree in accounting required
• 4 years of relevant experience required in accounting or finance, with demonstrated career progression
• Experience with General Ledger bookings and oversight of monthly close processes including balance sheet reconciliation/substantiation, journal entries, and variance analysis
• Strong US GAAP accounting knowledge
• Proven ability to interface with various partners and customers; strong interpersonal and presentation skills
• Strong analytical and financial skills with a track record of execution against deliverables
• Creative self-starter with strong initiative, ability to take ownership and work independently as well as contribute to the broader team
• Ability to multi-task and succeed in a fast-paced, dynamic environment
• Excellent oral and written communication skills
• Advanced Excel skills

Preferred qualifications, capabilities, and skills:

• Big Four public accounting experience, large corporate experience and/or CPA strongly preferred
• Structured mindset with process/continuous improvement orientation and automation or intelligent solution experience preferred
  

Job responsibilities

• Develop and design the architecture for electronic trading systems, ensuring scalability, reliability, and performance to meet trading requirements.
• Applies deep technical expertise and problem-solving methodologies focused on analyzing complex data and systems, anticipating issues, and finding ways to mitigate risk.
• Works with other platforms to architect and implement changes required to resolve issues and modernize the organization and its technology processes
• Maintain detailed documentation of system architecture, configurations, and changes, and provide regular reports on system performance and issues.
• Acts as the escalation point during major incidents for your application and demonstrates the skills to identify and solve issues quickly to avoid financial losses.
• Be responsible for infrastructure engineering in accordance with business requirements.
• Executes work according to compliance standards, risk and security, and business objectives
• Considers upstream/downstream system or technical implications and advises on mitigation actions
• Advises junior engineers and technologists

• Adds to team culture of diversity, opportunity, inclusion, and respect

Required qualifications, capabilities, and skills

• Bachelor’s Degree in Computer Science or equivalent
• Formal Training and certification such as CCNP, CCIE or equivalent and 5+ years of applied experience
• Strong understanding of network architecture, protocols, and technologies (e.g., TCP/IP, multicast, routing, switching).
• Knowledge of one or more areas of infrastructure engineering such as hardware, networking terminology, databases, storage engineering, deployment practices, integration, automation, scaling, resilience, or performance assessments
• Experience in network architecture, systems engineering, or a related field, preferably within the financial services industry.
• Utilize network automation tools and scripting languages (e.g., Python, Ansible) to automate network tasks and configurations.
• Deep technical knowledge across multiple domains including Cloud technologies.
• Design, configure, and manage routing, switching infrastructure including load balancers, to ensure efficient distribution of network traffic.
• Ability to adapt to a fast-paced and dynamic trading environment, with a willingness to learn and implement new technologies.

• Maintain a thorough understanding of basic and advanced concepts in the fields/products/tools of: Network system architecture (processor, ASIC, FPGA, port capabilities, packet forwarding, buffers, etc.); a good knowledge of network routing protocols: Multicast, PIM & IGMP; IP packet analysis using Wireshark; Arista, Cisco, F5 and Fortinet product range

Preferred qualifications, capabilities, and skills

• Exposure to managing budgets
• Familiarity with financial markets, trading platforms, and electronic trading systems.
• Understanding of market data feeds and exchange connectivity
• Understand deeply network design, implementation, and maintenance, and manage complex network environments to ensure the reliability, performance, and security of the trading infrastructure.
• Configure and manage Cisco routers and switches with proficiency, including knowledge of IOS and NX-OS.
• Demonstrate expertise in Arista's EOS and experience with Arista's low latency switching solutions.
• Comprehend in-depth network protocols such as BGP, FHRP, and multicast.

As a Financial Analysis Senior Associate in Technology Finance, you will collaborate across the organization to provide strategic financial analysis, oversight, and coordination of budgeting and forecasting. You will serve as a trusted advisor, responsible for identifying, escalating, and mitigating business risks. This dynamic and fast-paced role aligns with the ever-evolving nature of the businesses we support.

Job Responsibilities:

• Lead annual and ongoing financial planning for product areas, providing insights into monthly financial performance, forecasting, budgeting, and trend analysis.
• Develop and monitor performance metrics, create presentations, and deliver financial analysis on various topics to senior management.
• Oversee financial control, forecasting, budgeting, and the delivery of management reports on a weekly, monthly, and quarterly basis. Develop new reporting capabilities, including dashboards.
• Conduct variance analysis to identify key drivers of results and present findings to senior management, explaining deviations from forecasts and budgets.
• Manage and deliver key work streams and tasks, ensuring timely execution even with limited information.
• Identify and resolve key business risks, ensuring alignment with strategic goals.
• Communicate with key business partners to understand projects and drive next steps. Demonstrate strong design acumen and expertise in Excel and PowerPoint.
• Provide business rationale and decisions for month-end financial performance and forecasting.
• Conduct reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, and trends.
• Create ad hoc reports for senior management, perform variance analysis to understand key drivers of results, manage and deliver key work streams and tasks.

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Accounting, Finance, or a related field.
• 4+ years of work experience in Financial Services, and/or accounting/controller background
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly.
• Proven track record of executing special projects with minimal lead time.
• Inquisitive, enthusiastic, and diligent, with the ability to challenge peers.
• Proficient in Excel and PowerPoint, with intermediate to advanced skills.
• Strong analytical and problem-solving skills, with the ability to analyze large data sets and present conclusions concisely.
• Team player with the ability to communicate effectively with key business partners.