Financial Analyst
$20 per hourCompunnel Inc.
Get AI-powered advice on this job and more exclusive features. This range is provided by Compunnel Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $20.00/hr - $20.00/hr Direct message the job poster from Compunnel Inc. We are seeking a Branch Service Professional to provide industry-leading service to branch personnel by handling incoming calls related to Mutual Funds and 529 products and services. Key Responsibilities: Deliver outstanding customer service to internal branch partners during every interaction. Manage a high volume of inquiries in a fast-paced environment. Troubleshoot mutual fund order entries and trade adjustment inquiries in real-time. Assist with mutual fund journal requests. Provide detailed support and guidance on 529 plan offerings. Ensure compliance with firm policies for 529 account opening and maintenance. Supply necessary documentation for new account setup, broker-dealer changes, and rollover requests. Qualifications: Bachelor’s degree preferred, or equivalent education and experience. Prior financial services experience required; mutual fund knowledge is preferred. Experience handling inbound client calls is essential. Excellent verbal and written communication skills. Strong interpersonal and client service orientation. High attention to detail and sound judgment. Strong organizational and follow-up skills. Ability to research and resolve inquiries efficiently, escalating as needed. Proficiency with Microsoft Office Suite. Self-motivated and able to thrive in a collaborative, high-activity team environment. Seniority level Seniority level Entry level Employment type Employment type Contract Job function Job function Customer Service and Finance Industries Financial Services, Banking, and Investment Banking Referrals increase your chances of interviewing at Compunnel Inc. by 2x Get notified about new Financial Analyst jobs in Columbus, OH . Columbus, OH $85,000.00-$110,000.00 2 days ago Columbus, OH $95,000.00-$110,000.00 1 week ago Columbus, OH $75,000.00-$90,000.00 4 days ago Columbus, OH $75,000.00-$90,000.00 6 days ago Reynoldsburg, OH $74,500.00-$99,750.00 1 week ago Columbus, OH $70,000.00-$80,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Compunnel Inc.
- ...opportunity to share your analysis through direct exposure to senior business leaders, helping to frame our understanding of clients financial performance, preferences and expectation of behaviors. You will also dive into analytics on liquidity characteristics helping to...SuggestedFull timeWork experience placementSeasonal workShift work
JP Morgan Chase
Columbus, OH4 days ago $80.9k - $110.3k
...Become a part of our caring community The Actuarial Analyst 2, Analytics/Forecasting supports value-based initiatives within the HealthCare... ..., finance, analytics, and business teams to develop actionable financial insights and forecasting solutions. This role will play a key...SuggestedFull timeTemporary workApprenticeshipWork at officeRemote workWork from homeHome officeHumana
Columbus, OH5 days ago- ...sophisticated testing tools and product calculations. Builds, maintains and computes Actuarial, Projection & Valuation Models. Conducts financial reporting and analysis. Prices and supports implementation of products. Conducts risk analysis for lines of business/...SuggestedWork at office
Insight Global
Columbus, OH5 days ago - ...Senior Actuarial Analyst Columbus, Ohio, United States About the Job Senior Actuarial Analyst Job Summary We are seeking an experienced Sr. Actuarial Analyst to join our team, focusing on risk monitoring, profitability analysis, and other key actuarial functions...SuggestedWork experience placement
Inizio Partners
Columbus, OH3 days ago $81.07k - $129.71k
...Reserving team is seeking an actuarial professional to support financial forecasting, reserve valuation, and healthcare analytics... ...new and existing plans of insurance. Provides support to senior analysts or actuaries as required. Retrieves and validates data for rate...SuggestedWork at officeLocal areaRemote workFlexible hours2 days per weekBlue Cross and Blue Shield of North Carolina
Columbus, OH5 days ago$143.62k - $229.79k
...enterprise objectives to achieve profitable growth and/or improve value, quality, and access for Blue Cross NC customers Achieve segment financial targets and provide concise explanations of results and variances to expectations; act as a financial steward for the company...Local areaBlue Cross and Blue Shield of North Carolina
Columbus, OH5 days ago$215.34k - $274.56k
...am-5:00pm Monday-Friday (Onsite) General Summary: Under the direction of the deputy executive director, Finance and Chief Financial Officer (CFO), plan and manage all actuarial and enterprise risk management activities. Responsible for day-to-day actuarial operations...Casual workMonday to FridaySTRS Ohio
Columbus, OH5 days ago- We’re looking for a Financial Analyst to join a fast-paced manufacturing operation and take ownership of key accounting, reporting, and financial analysis activities. You’ll work closely with plant finance, engineering, and program teams while gaining exposure to the financial...
- Overview The Financial Analyst is a key role in our growing finance department, granting the right individual the opportunity to play a central role within the FP&A group of The Marzetti Company. This individual will be given an opportunity to build skills and gain experience...Work at office
- ...Financial Analyst One of the leading robotics and automation equipment company. Job Description 1. Process oriented mindset with the ability to assess current operations and create improved workflows to correct the root cause of problems. 2. Highly proficient using...
$75.8k - $126.3k
The Role The CoverMyMeds Financial Planning & Analysis team is looking for a Financial Analyst to join our Product FP&A team. In this role, you'll provide financial analysis to assist management in making decisions regarding strategic planning and profitability for CMM'...- Join to apply for the Financial Analyst role at Lower Lights Health The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable...Full time
- Safelite AutoGlass, a leading vehicle glass services company, seeks a Senior Financial Analyst to drive forecasting, budgeting and variance analysis. You will translate data into actionable recommendations and partner with business leaders to improve performance. The role...
- ...Ensure®, and Glucerna® - to help get the nutrients they need to live their healthiest life. What You’ll Work On Responsible for full financial planning and analysis in support of the Ensure® brand Collaborate with Commercial (Marketing) to build monthly and annual sales...Shift work
- ...optimizes information technology expenditures. Partners closely to ensure transparent cost management, accurate forecasting, and strong financial governance for technology investments. Leads cloud cost management, large vendor licensing optimization, and ROI development....Contract workLive inRemote workRelocation
- Prairie Capital Advisors, Inc. is an employee-owned firm providing investment banking, ESOP advisory and valuation services to support growth and ownership transition strategies of middle-market organizations. You will develop valuation models, prepare client deliverables...
$26.54 per hour
...years of service! Free Parking! Free Gym Access & Walking Path! Daycare On-site! Cafeteria On-site! What You'll Do As a Financial Analyst Review, audit & code daily accounting transactions for entry into Ohio Administrative Knowledge System (OAKS). Post transactions...Hourly payFull time- Description Summary: The Private Bank Analyst II - Portfolio Mgr is an entry level position and involves learning all aspects of successfully managing a portfolio of client household relationships and the associated delivery of high quality services with the intention of...Full timeH1bWork at officeRemote workWork from homeFlexible hours
$99.5k - $165.5k
...and teamwork to deliver superior results.The Senior Investment Analyst, Investments Back Office Reconciliations has responsibilities for... ...understands and can support the needs of Controllership, Financial Risk Controls, Internal Audit, External Audit, the Front Office...Full timeTemporary workPart timeCasual workWork at officeRemote workNationwide
Columbus, OH3 days ago$119k - $199k
...responsibilities as assigned. Reporting Relationships: Reports to Senior Investment Professional. May lead a small team of Investment Analysts. Typical Skills and Experiences: Education: Bachelor’s Degree; MBA or CFA preferredExperience: 6 to 10 years of related...Full timeTemporary workPart timeCasual workWork at officeRemote workNationwide
Columbus, OH3 days ago$100k - $168k
..., EC2, etc.). Experience in statistical analysis, interpreting results in determining data quality and fit for purpose. Insurance/financial services industry knowledge a plus. Knowledge, Abilities and Skills:Data application and practices knowledge, with expertise using...Full timeTemporary workPart timeCasual workWork at officeRemote workNationwide
Columbus, OH1 day ago- ...singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them. As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of responsibilities. These include acting as a resource for prospecting...
TwinThread LLC
Columbus, OH4 days ago - ...Job Description Job Description Job Overview: The Senior Financial Analyst serves as a strategic finance partner within the organization, providing advanced financial analysis, complex pro forma modeling, and decision support for operational and strategic initiatives...
Ohio Gastroenterology Group Inc
Columbus, OHa month ago - ...Financial Analyst The Financial Analyst is responsible for conducting quantitative analyses of information affecting budgets, operating expenses, and/or other financial projects. Focuses on short and long-term financial planning and/or financial analysis of business...Temporary workFor contractors
$90k - $105k
.... Our family of brands includes BACE, Maren Engineering, and PTR Baler and Compactor. We are seeking a highly skilled Senior Financial Analyst to join our dynamic finance team. The Senior Financial Analyst is responsible for assisting in the management of various of the...16 hoursFull timeTemporary work- Our client, a growing global industry leader, is seeking a Senior Financial Analyst. This is a highly visible role within the corporate finance team, offering the opportunity to support strategic decision‑making while developing advanced financial models and analytics....
$118k - $222k
...the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Nationwide Financial is seeking a Senior Actuarial Consultant, to join the Valuation team supporting our growing Group Benefits business. This role...Remote jobFull timeTemporary workPart timeCasual workWork at office- Safelite AutoGlass in Columbus, OH is seeking a Senior Financial Analyst to deliver forecasts, budgeting, and variance analysis, partnering with business leaders to drive strategic decisions and financial performance. You will build models, track KPIs, provide timely reports...
- ...Sensience Senior Finance Analyst Opportunity Sensience is a leading global manufacturer of highly engineered sensing, control, and... ...teams (Sales, Product Management, and Demand Planning) and provide financial planning and analysis (FP&A) support. This individual will be...Worldwide
- ...is an opportunity to make a meaningful impact in our Members’ financial lives and our communities. Centra was established in 1940 and is... ...Credit Union has an exciting opportunity for a Senior Financial Analyst in Columbus, Indiana. The Senior Financial Analyst is...Local area
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