Current jobs related to Financial Planning - Columbus - Grange Insurance
-
Financial Planning Assistant
1 month ago
Columbus, Ohio, United States GGM Financial, LLC Full timeAbout the RoleWe are seeking a detail-oriented and proactive Paraplanner to join our dynamic team for this in-office position. In this role, you will provide crucial technical support to our financial advisors, manage client relationships, and contribute to the development of comprehensive financial plans.Key ResponsibilitiesPrepare for client meetings and...
-
Financial Planning Assistant
4 weeks ago
Columbus, Ohio, United States GGM Financial, LLC Full timeAbout the RoleWe are seeking a detail-oriented and proactive Paraplanner to join our dynamic team for this in-office position. In this role, you will provide crucial technical support to our financial advisors, manage client relationships, and contribute to the development of comprehensive financial plans.Key ResponsibilitiesPrepare for client meetings and...
-
Financial Planning Assistant
3 weeks ago
Columbus, Ohio, United States Summit Financial Strategies Full timeJob Title: ParaplannerJob Summary:The Paraplanner plays a vital role in supporting the lead advisor in delivering exceptional client services at Summit Financial Strategies, Inc. This entry-level position is an excellent opportunity for individuals to launch their career in the financial planning industry.Key Responsibilities:Client Service:Collaborate with...
-
Financial Planning Assistant
2 weeks ago
Columbus, Ohio, United States Summit Financial Strategies Full timeJob Title: ParaplannerAt Summit Financial Strategies, we are seeking a highly motivated and detail-oriented Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our lead advisors in delivering exceptional client service and financial planning solutions.Key Responsibilities:Coordinate with team members to provide...
-
Financial Planning Assistant
2 weeks ago
Columbus, Ohio, United States Summit Financial Strategies Inc Full timeParaplanner Job DescriptionAbout the Role:The Paraplanner is an entry-level position that supports the lead advisor in delivering exceptional client services. This role is an excellent opportunity for individuals to learn and grow within the Advisor career path.Key Responsibilities:Client Service: Collaborate with team members to provide consistent,...
-
Financial Planning Assistant
2 weeks ago
Columbus, Ohio, United States Summit Financial Strategies Inc Full timeJob SummaryThe Paraplanner plays a vital role in supporting the lead advisor in delivering exceptional client services at Summit Financial Strategies, Inc. This entry-level position is an excellent opportunity for individuals to launch their career in the financial planning industry.Key ResponsibilitiesCoordinate with team members to provide consistent,...
-
Senior Financial Planning Analyst
1 week ago
Columbus, Ohio, United States Creative Financial Staffing Full timeExciting Opportunity for a Financial Planning and Analysis Specialist with Creative Financial Staffing in ColumbusCreative Financial Staffing is thrilled to present a unique opportunity for a Financial Planning and Analysis Specialist to join our esteemed client. As a key player in the project completion process, you will provide essential financial insights...
-
Financial Planning Specialist
1 month ago
Columbus, Ohio, United States Croak Capital Full timeFinancial Planner Job DescriptionCroak Capital is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will work closely with our lead advisor to develop and manage personalized financial plans for our clients.Key Responsibilities:Develop and manage investment portfolios for clients, ensuring alignment with their financial goals...
-
Financial Planning Associate
1 week ago
Columbus, Ohio, United States Corient Private Wealth LLC Full timeFinancial Planning AssociateAt Corient Private Wealth LLC, we're seeking a detail-oriented Financial Planning Associate to support our wealth management team in providing exceptional service and advice to our clients. As a key member of our team, you'll be responsible for ensuring the timely completion of assigned tasks related to client records,...
-
Financial Planning Specialist
1 week ago
Columbus, Ohio, United States LHH Recruitment Solutions Full timeJob OverviewLHH Recruitment Solutions is seeking a skilled Financial Planning Specialist to support our wealth management team in downtown Columbus. This direct hire role is pivotal in providing thorough account analysis and preparing financial reports. The ideal candidate will have a keen eye for detail, a passion for finance, and the ability to work...
-
Financial Planning Specialist
4 weeks ago
Columbus, Ohio, United States AppleOne Employment Services Full timeFinancial Analyst Job DescriptionAt AppleOne Employment Services, we are seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in supporting our finance team by providing accurate and timely financial reporting and analysis.Key Responsibilities:Participate in corporate planning, budgeting, and...
-
Financial Planning Associate
1 month ago
Columbus, Ohio, United States LHH Recruitment Solutions Full timeParaplanner Job DescriptionLHH Recruitment Solutions is seeking a skilled Paraplanner to support our wealth management team in downtown Columbus.This direct hire role is pivotal in providing thorough account analysis and preparing financial reports to support our advisors.The ideal candidate will have a keen eye for detail, a passion for finance, and the...
-
Financial Planning Specialist
1 month ago
Columbus, Ohio, United States LHH Recruitment Solutions Full timeJob OpportunityLHH Recruitment Solutions is seeking a skilled Paraplanner to support our wealth management team in downtown Columbus. This direct hire role is pivotal in providing thorough account analysis and preparing financial reports. The ideal candidate will have a keen eye for detail, a passion for finance, and the ability to work collaboratively in a...
-
Financial Planning Specialist
3 weeks ago
Columbus, Ohio, United States LHH Recruitment Solutions Full timeJob OpportunityLHH Recruitment Solutions is seeking a skilled Paraplanner to support our wealth management team in downtown Columbus. This direct hire role is pivotal in providing thorough account analysis and preparing financial reports. The ideal candidate will have a keen eye for detail, a passion for finance, and the ability to work collaboratively in a...
-
Financial Planning Associate
1 month ago
Columbus, Ohio, United States LHH Recruitment Solutions Full timeParaplanner Job DescriptionLHH Recruitment Solutions is seeking a skilled Paraplanner to support our wealth management team in downtown Columbus.This direct hire role is pivotal in providing thorough account analysis and preparing financial reports to support our advisors.The ideal candidate will have a keen eye for detail, a passion for finance, and the...
-
Financial Planning Analyst
3 days ago
Columbus, Ohio, United States TruGreen Full timeJob DescriptionTruGreen is committed to providing personalized attention for our associates. We focus on developing our people by building proud, dynamic teams while helping associates reach their personal and professional goals.Position OverviewThis role is responsible for complex and interpretive financial analyses. The successful candidate will provide...
-
Financial Manager
2 weeks ago
Columbus, Ohio, United States Creative Financial Staffing Full timeController OpportunityWe are seeking a highly skilled Controller to join our team at Creative Financial Staffing. As a key player in our organization, the Controller will be responsible for overseeing financial operations, ensuring accurate financial reporting, and providing strategic financial guidance to our leadership team.Key Responsibilities:Manage...
-
Director of Financial Planning and Strategy
2 weeks ago
Columbus, Ohio, United States La Senza Full timeAbout UsLaSenza International is a leading brand in women's lingerie and intimate apparel, dedicated to empowering women through quality products and an exceptional shopping experience. Our mission is to provide stylish, comfortable, and affordable lingerie that enhances every woman's confidence. We foster a collaborative and innovative culture where...
-
Financial Director
4 weeks ago
Columbus, Ohio, United States Creative Financial Staffing Full timeAccounting DirectorColumbus, OHCreative Financial Staffing is seeking an experienced accounting and finance professional to join their international operations department at their corporate headquarters in Columbus, OH.Key Responsibilities:Cash Flow Planning and Management: Develop and implement cash flow plans to ensure timely and accurate financial...
-
Financial Advisor
1 month ago
Columbus, Ohio, United States Priority Financial Group Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Advisor to join our team at Priority Financial Group. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesLeverage fee-based financial planning tools to help clients reach their personal, education,...
Financial Planning
4 months ago
Summary: This position will be a key member of the FP&A team responsible for providing insight into operational and financial business performance for the company leadership through analysis of results verses budget, forecast and historical performance. This individual will be a thought leader to continuously improve the finance function and its value to the organization. What You’ll Be Doing:
Develop and drive annual and quarterly planning and forecasting process including coordination and consolidation of company income statement.
Collaborate with cross-functional teams and build relationships with key stakeholders (business unit and enterprise leadership).
Lead the development of actionable reports through collaboration with business units. This includes the creation of reports for distribution in support of monthly variance reporting of actual results versus budget and research and resolution of business unit inquiries. Using PeopleSoft/Hyperion, manage the inventory of reports and continually elevate quality and efficiency through the coordination of all “power” report users.
Support finance business partners with data needed to monitor and analyze monthly budget variances.
Proactively work to improve/translate data from accounting function to finance application.
Lead initiative to continuously mature financial approach to answer questions to enable business decision-making.
Design, maintain and continually improve forecast models for current and future years including user-based testing.
Leverage competitive financial statement / annual report research for benchmarking financial performance metrics and indicators.
Provide analysis to support the development of the company’s strategic plan.
Perform ad hoc expense analysis to provide insights that will help shape expense management practices.
What You’ll Bring To The Company: Individual should have 5+ years’ experience in full-time financial or analytical position with strong knowledge of how finance and accounting interact in a corporate environment. Preferably with an undergraduate degree in finance, accounting, economics, or related field. Must be a self-starter with demonstrated problem solving skills, highly analytical critical thinker, intellectually curious, with decision-making skills. Has enthusiasm for collaboration and building strong, trusting relationships with colleagues across all levels and areas of the company. Illustrates strong management skills with ability to drive project from inception to delivery and be a catalyst for change. Must have high level of proficiency with Microsoft Office suite (Excel and Power Point required). Preferred: Hands-on experience with Hyperion planning application.
People soft/back-end development curiosity
Accounting/finance knowledge
Plays well outside of set routine
Passion for learning new skills, and ability to adapt in a fast-paced environment
About Us: Grange Insurance Company, with $3.1 billion in assets and more than $1 billion in annual revenue, is an insurance provider founded in 1935 and based in Columbus, Ohio. Through its network of independent agents, Grange offers auto, home, life and business insurance protection. Life insurance offered by Grange Life Insurance and Kansas City Life Insurance. Grange Insurance Company and its affiliates serve policyholders in Georgia, Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia and Wisconsin- the 13-state Grange Enterprise holds an A.M. Best rating of "A" (Excellent). Who We Are: We are committed to an inclusive work environment where we welcome and value diversity and inclusion. We hire great talent from a wide variety of backgrounds, and our associates are our biggest strength. The diversity of our associates, their backgrounds, experiences, and individual differences are the foundation for our success. Our inclusive culture empowers all of us to “Be One Team”, “Deliver Excellence”, “Communicate Openly”, “Do the Right Thing”, and “Solve Creatively for Tomorrow”. We have active Associate Resource Groups and a Diversity and Inclusion Team, that focuses on professional development, networking, business value and community outreach; all which encourage and facilitate an environment that fosters learning, innovation, and growth. Together we use our individual experiences to learn from one another and grow as professionals and as humans.We welcome the unique contributions that you bring from education, opinions, culture, beliefs, race, color, religion, age, sex, national origin, handicap, disability, sexual orientation, gender stereotyping, gender identity or expression, genetic information, ancestry, pregnancy, veteran status, and citizenship. Grange Enterprise is proud to be part of the CEO Action for Diversity and Inclusion™, a national initiative of more than 1400 CEOs working for the advancement of diversity and inclusion within the workplace.
#J-18808-Ljbffr
