Financial Planning & Analysis Manager

Join our dynamic team at RR Donnelley as a Creative Project Manager in the financial services sector. This hybrid role offers an exciting opportunity to lead and manage innovative projects that drive our creative initiatives forward. You will collaborate closely with cross-functional teams to ensure that all creative outputs align with our clients’ business objectives and deliver exceptional results.

Join the team at RR Donnelley as a Lead Project Manager/Supervisor in Columbus, OH!*This is a Hybrid position, with 4 days in-office and 1 day remote each week.*The Lead Project Manager will play a pivotal role in guiding a creative team dedicated to producing dynamic and innovative presentations for our banking clientele. You will be responsible for the daily management and enhancement of our client's creative projects, ensuring performance aligns with Service Level Agreements (SLAs), identifying client needs, setting objectives, and coordinating project activities.Key Responsibilities:Act as the primary supervisor and liaison for clients and internal project teams, including offshore resources.Provide training and mentorship to project managers, creative personnel, and new hires as necessary.Conduct performance evaluations for team members.Stay informed about and comply with facility procedures, operations, and protocols.Plan, coordinate, and lead creative teams to ensure successful project execution.Deliver outstanding customer service through proactive communication, keeping clients and stakeholders updated on project progress.Manage and track a significant volume of data-related components and updates in the client and/or RRD project tracking system.Exhibit deep expertise in all facets of Creative Services.Lead client meetings and production status calls, engaging appropriate resources from both onsite and offshore teams as needed.Maintain ongoing communication with clients and print production to establish project timelines, create estimates, track schedules, and address any requests for additional information or materials.Provide timely updates to clients and stakeholders regarding project status.Uphold established deadlines while delivering innovative designs that respect the client's budget constraints.Monitor and report on quality metrics, collaborating with clients to deliver services that foster customer loyalty.Ensure that all deadlines are met across all team members and components involved in the process.Report on global SLAs and KPI metrics, working with clients to enhance customer loyalty.Proactively manage client expectations and drive solutions for any emerging issues, collaborating with internal partners as necessary.Perform additional tasks and participate in special projects as assigned.

Disability Rights Ohio (DRO) is actively seeking a dedicated full-time Chief Financial Officer (CFO) to join our nonprofit organization. This leadership role is pivotal in ensuring the financial integrity and sustainability of our mission to advocate for the human, civil, and legal rights of individuals with disabilities in Ohio. Reporting directly to the Executive Director, the CFO will manage all financial operations, including investments and audits, and will play a key role in shaping and implementing strategic financial plans to enhance the organization’s financial health.The ideal candidate will demonstrate expertise in cash flow management, budget preparation, and tracking operational metrics (KPIs). This role requires advanced knowledge in risk management and the ability to forecast Return on Investment (ROI) for existing and upcoming programs.KEY RESPONSIBILITIES:Develop and monitor strategic planning and organizational budgets, including grant budgetsPrepare comprehensive financial statements and footnote disclosures in compliance with GAAPCreate and enforce financial policies and proceduresManage cash flow, monitor critical KPIs, and analyze financial trendsForecast ROI for current and prospective programsEnsure compliance with all federal and state financial regulationsReview federal grant requirements and accounting/reporting standards, particularly for federal grantsCoordinate audit processesLead the Fiscal Manager/team to guarantee efficient daily transactions, including financial reporting, cash management, and bank reconciliation; oversee the approval of fiscal reports and accounting entriesOversee payroll and benefits administrationPrepare IRS Form 990 for the nonprofitCommunicate financial status and investment strategies to key stakeholdersPresent financial statements monthly, quarterly, and annually to executives and the board of directorsRepresent the organization to investors and public officialsEngage in annual, monthly, and quarterly financial reviews with the Executive Director.

Join our dynamic team as a Wealth Advisor, where you will collaborate closely with our wealth management professionals to design and implement holistic wealth strategies tailored to each client's aspirations and values. At Mariner Wealth Advisors, we strive to partner with our clients in crafting financial strategies that secure their present and future. A successful Wealth Advisor will embody active listening skills, a collaborative team spirit, and a passion for both personal and professional growth.Key ResponsibilitiesCollaborate with the wealth advisor team to deliver comprehensive wealth management guidance to high net worth clients.Develop thoughtful, customized financial plans and investment portfolios through thorough research and analysis of client needs.Nurture and manage client relationships to effectively address inquiries and fulfill their financial needs.Work collaboratively with your team and available resources to respond to client requests and maintain up-to-date information.Actively participate in acquiring new clients through strategic partnerships and community engagement.Commit to ongoing education and professional development, mentoring new associates and client service team members.QualificationsBachelor’s degree in a relevant field is essential.A minimum of 5 years of experience in financial planning, accounting, legal services, or a related area.Possession of Series 65, CFP, or CFA designation is mandatory.Skills & KnowledgeProven experience in wealth management including fee-based consulting, tax planning, mutual funds, and financial planning.Experience working with high net worth or ultra-high net worth clients is preferred.Proficiency with financial planning and investment software, such as eMoney and MoneyGuide Pro.Strong interpersonal skills and the ability to effectively manage client relationships and communication.Experience in talent development, including training new employees and mentoring interns.Excellent organizational and time management capabilities to handle multiple priorities in a fast-paced environment.Attention to detail is essential.

Join Sonsoft Inc. as an Oracle Supply Chain Planning Specialist, where you will play a crucial role in optimizing our supply chain processes and ensuring efficiency across operations. You will leverage your expertise in Oracle applications to enhance planning strategies and contribute to our company's growth.

Join Sonsoft Inc., a leading provider of innovative IT solutions, as an Oracle Financials Consultant. In this pivotal role, you will leverage your expertise in Oracle Financial applications to deliver high-quality solutions that meet our clients' strategic goals. Collaborate with cross-functional teams to analyze client requirements, design solutions, and implement best practices.As part of our dynamic team, you will have the opportunity to work on exciting projects that challenge your skills and expand your knowledge in the financial technology landscape.

Join Our Brand Finance Team!We are on the lookout for a detail-oriented and analytical Financial Analyst to become a vital part of our Brand Finance team. In this pivotal role, you will take charge of selling margin forecasting, inventory projections, and deliver valuable data-driven insights to support critical business decisions within Finance and Merchandise Planning.The ideal candidate will possess robust financial modeling capabilities, meticulous attention to detail, and the knack for translating complex datasets into straightforward, actionable insights. You will also facilitate and lead monthly alignment meetings with cross-functional teams and senior leadership, contributing significantly to week, month, and quarter-end deliverables, along with ad-hoc analyses.This position is based at our Global Home Office in Columbus, Ohio.

Role overview Mariner Wealth Advisors is hiring a Wealth Advisor for its Columbus, OH office. This role partners with the wealth management team to design and implement financial strategies tailored to each client’s goals and values. The Wealth Advisor builds long-term relationships, helps clients navigate complex financial decisions, and adapts to their changing needs. Success in this position relies on active listening, strong teamwork, and a commitment to ongoing growth. What you will do Collaborate with the advisory team to deliver comprehensive wealth management advice for high net worth clients. Create tailored financial plans and investment portfolios, using research and analysis to address client objectives. Develop and maintain strong client relationships, responding to inquiries and anticipating future needs. Support client requests by working with team members and making use of available resources to ensure accuracy. Take part in client acquisition efforts through strategic partnerships and community engagement. Engage in ongoing learning and talent development, including mentoring new associate advisors and client service associates. Requirements Bachelor’s degree in finance, business, or a related field. Minimum 5 years of relevant experience in financial planning, accounting, legal, or a similar discipline. Series 65, CFP, or CFA designation. Skills and knowledge Experience in wealth management, including fee-based consulting, tax strategies, mutual funds, investment management, insurance, and comprehensive financial planning. Background serving high net worth or ultra-high net worth clients. Familiarity with financial planning and investment software such as eMoney or MoneyGuide Pro. Strong interpersonal and communication skills, with a focus on relationship management. Ability to mentor and onboard new staff or interns. Excellent organizational and time management skills, able to manage multiple priorities. Keen attention to detail.

Join our team as an Oracle Financials Consultant at Sonsoft Inc., where you will have the opportunity to leverage your expertise in Oracle Financials to drive financial transformations for our clients. In this role, you will work closely with clients to understand their business needs and provide tailored solutions that enhance their financial operations.As an Oracle Financials Consultant, you will be responsible for implementing, configuring, and customizing Oracle Financial applications. Your analytical skills will be crucial in diagnosing issues, recommending enhancements, and ensuring that our clients maximize their investment in Oracle technologies.

Role overview Mariner Wealth Advisors is hiring an Associate Wealth Advisor in Columbus, OH. This position partners with a team of wealth management professionals to create financial plans that reflect each client’s goals and values. The Associate Wealth Advisor supports both immediate client needs and long-term objectives, emphasizing attentive service and teamwork. Strong listening skills, a collaborative mindset, and a dedication to ongoing growth are important for success in this role. What you will do Work with wealth advisors to guide high-net-worth clients. Develop comprehensive financial plans and investment portfolios using research and analysis to recommend appropriate solutions. Assist the team by managing client requests, tracking outstanding items, and ensuring prompt follow-up. Contribute to building and maintaining strong client relationships. Take part in the sales process with the team to help attract new clients. Continue building knowledge of investment and financial planning software tools. Requirements Bachelor’s degree preferred, especially in finance or a related field. Minimum of 2 years’ experience in financial planning, accounting, law, or a similar area. CFP designation or Series 65 certification required. Skills and knowledge Understanding of wealth management practices, including fee-based consulting, mutual funds, money management, insurance, and financial planning. Experience with high-net-worth or ultra-high-net-worth clients or families is a plus. Familiarity with financial planning software such as eMoney or MoneyGuide Pro is helpful. Strong interpersonal, relationship management, and communication skills. Keen attention to detail and strong organizational skills, with the ability to manage multiple priorities.

Join our dynamic team at Sonsoft Inc. as an Oracle Financials Consultant. In this full-time role, you will leverage your expertise in Oracle Financials to provide solutions that optimize business processes and enhance financial management for our clients. Your contributions will be pivotal in ensuring our clients achieve their strategic financial goals.

Join Sonsoft Inc., a leading provider of innovative IT solutions, as we seek an experienced Oracle Supply Chain Planning Specialist. This pivotal role will focus on leveraging Oracle R12.2.x to enhance our supply chain processes and sourcing strategies, ensuring operational excellence.As a crucial member of our team, you will be responsible for analyzing supply chain data, optimizing workflows, and collaborating closely with cross-functional teams to drive efficiency and cost savings. Your expertise in Oracle applications will allow you to implement best practices and contribute to our ongoing success.

Join blinkux as a User Experience Designer specializing in Financial Services, where your creativity and analytical skills will shape the future of user interactions. In this pivotal role, you will collaborate with cross-functional teams to design intuitive and engaging user interfaces that meet the needs of our financial sector clients. You will have the opportunity to conduct user research, create wireframes, prototypes, and gather user feedback to refine designs.

Join our team as an Oracle Financials Consultant, where you will leverage your expertise in Oracle Financial applications to provide exceptional consulting services. As a key member of our consulting team, you will work closely with clients to analyze their financial processes, identify areas for improvement, and implement solutions that drive business success.

Join Sonsoft Inc. as an Oracle EBS R12.X Financials Consultant where you will leverage your expertise in Oracle Financials to drive innovation and efficiency in our clients’ operations. You will be responsible for implementing, maintaining, and optimizing Oracle EBS Financials solutions, ensuring that our clients achieve their strategic goals.Your role will involve collaborating with cross-functional teams and providing training and support to users, ensuring smooth adoption of Oracle solutions. If you are passionate about technology and finance, and thrive in a dynamic environment, we would love to hear from you!

Join Sonsoft Inc. as an Oracle EBS R12.X Financials Consultant, where you will leverage your expertise in Oracle applications to help our clients streamline their financial processes. We are looking for motivated individuals who are eager to contribute to our dynamic team and drive successful project outcomes.

Join our dynamic team at Sonsoft Inc. as an Oracle Financials Consultant! This exciting full-time opportunity is ideal for motivated individuals looking to enhance their careers in financial solutions. As part of our team, you will work closely with a diverse set of clients to deliver innovative financial services and solutions leveraging Oracle Financials. Your expertise will help businesses streamline their financial processes and achieve operational excellence.

Join our dynamic team at Sonsoft Inc. as an Oracle Financials Consultant. We are seeking a talented professional who possesses a deep understanding of Oracle Financials and can provide exceptional consulting services. This is an exciting opportunity to work with clients to optimize their financial systems and processes.

Global Elite Careers is seeking individuals interested in a remote career in financial services. This position centers on supporting families as they navigate important financial decisions, all while working from home in Columbus, Georgia. What You Will Do Help families secure their financial futures by providing guidance and support. Work as part of a team dedicated to protecting clients and ensuring their peace of mind. Maintain honesty and transparency in every client interaction, building trust and reliability. Balance independent work with collaboration, adapting to the needs of both clients and colleagues. Why Join Global Elite Careers? Make a direct impact by helping families achieve financial security. Enjoy the flexibility of a fully remote role, allowing for a comfortable home workspace and better work-life balance. Grow your career with opportunities for both personal and professional development. Be part of a team that values integrity and ethical conduct in all aspects of work. Requirements Genuine interest in helping others and making a positive difference. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Commitment to ethical behavior and integrity in all professional interactions. All interviews for this remote financial services position will be conducted via Zoom video conferencing.