Financial Planning Specialist

Exciting 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...

Job 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...

Job 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...

Paraplanner 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,...

Job 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,...

Job Title: Finance SpecialistWe are seeking a highly skilled Finance Specialist to join our team at Creative Financial Staffing. As a key member of our finance department, you will be responsible for ensuring the accuracy and efficiency of our financial operations.Key Responsibilities:Review and approve bi-weekly payroll to ensure accuracy and compliance...

Financial Record SpecialistAt Creative Financial Staffing, we are seeking a detail-oriented Financial Record Specialist to join our team. As a Financial Record Specialist, you will play a pivotal role in maintaining accurate and up-to-date financial records.Key Responsibilities:Utilize advanced accounting software to ensure precision in financial...

Accounting Specialist Job DescriptionWe are seeking an experienced Accounting Specialist to join our team at Creative Financial Staffing. The successful candidate will be responsible for managing the company's accounts payable and accounts receivable processes, ensuring accurate and timely financial transactions.Key Responsibilities:Process and verify...

Accounts Payable SpecialistLocation: Onsite role in Columbus, OHSalary: $50,000 - $60,000About the Role:We are seeking a highly organized and detail-oriented Accounts Payable Specialist to join our team at Creative Financial Staffing. As an Accounts Payable Specialist, you will be responsible for processing vendor invoices, reviewing and verifying invoices...

Job Title: Finance SpecialistWe are seeking a highly skilled Finance Specialist to join our team at Creative Financial Staffing. As a key member of our finance department, you will be responsible for reviewing bi-weekly payroll, serving as a secondary contact for payroll issues, and approving monthly and ad hoc journal entries.Key Responsibilities:Review...

About the CompanyCreative Financial Staffing is seeking an experienced Accounting Specialist to join our team on an interim basis.Responsibilities of the Accounting Specialist:Coordinate with vendors to resolve aging communication issuesVerify AR invoice dates and categorize invoicesPerform AR reconciliations between internal records and 3PL...

Job DescriptionAt Murtech, we are seeking a highly skilled Financial Analyst I to join our team. Responsibilities:Support more experienced peers with financial/accounting projects, including budget planning/analysis, financial plans, revenue forecasting, and statistical reporting.Resolve basic issues pertaining to financials within established...

About the RoleCreative Financial Staffing is seeking a skilled Collections Specialist to assist with interim workload for a local organization in the Central Ohio area.This is a dynamic opportunity to work with a team that values a strong, welcoming company culture and is committed to providing excellent customer service.Key ResponsibilitiesAnalyze aging...

Job Summary:The Finance Specialist role at Creative Financial Staffing is a key position that supports the Chief Financial Officer (CFO) in various financial operations. The ideal candidate will have a strong background in accounting and finance, with a minimum of 5 years of professional experience and 5 years in a supervisory role. The successful candidate...

Job 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...

Job OverviewGlobal Financial Impact is seeking a skilled Financial Services Specialist to join our team. As a key member of our organization, you will play a vital role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key Responsibilities:Develop and maintain a client base through consultative selling...

**Accounts Receivable and Collections Specialist**About the RoleThe Accounts Receivable and Collections Specialist will oversee the recording and collection of customer invoices, ensuring accurate and prompt processing and payment.Ensures billings and receivables are correctly processed in a timely manner.Addresses and corrects any discrepancies in accounts...

Accounting Support SpecialistWe are seeking an experienced Accounting Support Specialist to join our team at Creative Financial Staffing. As an Accounting Support Specialist, you will be responsible for reconciling and posting changes, including credit card and bank statements, payroll entries, and journal entries.About the RoleReconcile and post changes to...

Financial 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,...

Assistant Controller OpportunityWe are seeking a highly skilled and detail-oriented Assistant Controller to join our finance team. As the Assistant Controller, you will play a crucial role in maintaining financial accuracy and ensuring organizational compliance.Key Responsibilities:Provide comprehensive support to the Controller, overseeing all aspects of...