Ann Arbor, MI

Finance Jobs in Ann Arbor, MI

5 jobs found

Include remote jobs

1mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Ann Arbor, MI

Ann Arbor, MI

1mo ago Closed

Full time Advisor Client Service Financial Advisor

This position is no longer accepting applications (closed Aug 6, 2026).

Job Description

Bank of America is seeking a Financial Solutions Advisor Stage I to join its client-focused team in Ann Arbor, Michigan. The role centers on building and managing relationships, delivering core banking and investment solutions at the financial center, and advancing through a structured licensing path that includes SIE, Series 7, and Series 66, with SAFE Act registration requirements as you move toward Stage II.

This onsite position blends advisory duties with a formal development program designed to equip you with credentials and knowledge to serve a diverse client base, from everyday banking customers to higher net worth individuals.

Responsibilities

Establish and nurture enduring client relationships across the lifecycle of the partnership.
Evaluate clients' complex financial circumstances and deliver tailored guidance and solutions to help them achieve their financial priorities, while maintaining a human-centered approach to conversations.
Provide Bank of America's core banking and investment offerings and client-care approach within a financial center setting.
Obtain the required securities licenses: SIE, Series 7, and Series 66, and complete the licensing within the defined timelines (SIE within 30 days; Series 7 and 66 within 120 days).
Register for the SAFE Act background check and maintain good standing, complying with SAFE Act requirements.
Engage with banking customers, small business owners, and higher-net-worth clients to grow the business.
Deliver end-to-end comprehensive financial guidance.
Lead client reviews and presentations with confidence.
Recommend strategies to help clients meet their financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions to meet their financial needs.

Requirements

Aptitude to obtain the necessary industry licenses.
Self-discipline in managing time and capacity.
Experience in cultivating client relationships, assessing needs, and recommending solutions.
Proven ability to build strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing the client's interests in a complex, fast-paced environment.
Ability to manage multiple tasks concurrently.
Williness to learn and adapt to new technology or applications.

Benefits

World-class training and onboarding programs.
One-on-one coaching from Academy managers.
Structured training to obtain SIE, Series 7 and Series 66 licenses with deadlines.
Defined consultative approach to identify client needs and solutions.
Networking opportunities with banking customers, small business owners, and higher net-worth clients.
End-to-end comprehensive advice and client reviews/presentations.
Collaboration with core banking and investment partners to connect clients to solutions.

We’ll Help You

Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success.
Receive training and one-on-one coaching from Academy managers who are invested in your success.
Grow your knowledge using a defined consultative approach to systematically identify client needs and appropriate solutions.
Earn SIE, Series 7, and Series 66 licenses, with 63 and 65 accepted in lieu of 66, through structured lessons. SIE must be obtained within 30 days of hire and Series 7 and 66 within 120 days.
Build your network starting at a financial center by engaging with banking customers, small business owners, and higher-net-worth clients, leveraging relationships to grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions to meet their financial needs.

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2mo ago

Financial Specialist

University of Michigan Ann Arbor, MI

Ann Arbor, MI

2mo ago Closed

Contract Accounting Analytical Skills Budgeting

This position is no longer accepting applications (closed Aug 2, 2026).

Job Description

Join the University of Michigan IHPI team as a Financial Specialist on a one-year term contract to support day-to-day financial and research administration transactions. Reporting to the Senior Finance Lead, this role offers the potential for renewal contingent on funding and is based on the Ann Arbor campus with a hybrid work arrangement.

Benefits

Excellent medical, dental, and vision coverage effective on your first day
2:1 retirement match to support long-term financial security

Responsibilities

Use monthly statement of activity reports to update project and program budget tracking spreadsheets
Maintain and improve models to support financial decision-making
Participate in long-range forecast exercises
Collaborate with Medical School finance to troubleshoot identified financial issues
Process financial transactions such as accounts receivable, journal entries, and non-PO vouchers
Partner with U-M Shared Services to leverage existing transaction services and improve unit efficiency
Conduct monthly reviews of statement of activity, detail, and gross pay register statements for accuracy
Track staff effort to assist with budgeting and create PARs in the Human Resources system for numerous FTE transactions
Coordinate pre- and post-award research needs and financial transactions with the UMMS Grant Services & Analysis Office
Collaborate with IHPI strategic initiative teams to prepare grant proposal budgets and narratives
Conduct effort reviews with IHPI team managers for staff with complex multi-fund funding arrangements
Provide project financial analysis and advising
Prepare annual multi-fund budget templates and work with the Senior Finance Lead through the entire budget process, coordinating with IHPI functional teams and leadership
Work with IHPI teams to understand budget variances and provide guidance on appropriate budget and shortcode usage
Assist in the annual Internal Controls Certification and update departmental documentation
Partner with U-M Procurement to develop and process vendor contracts and agreements
Process vendor invoices by creating requisitions/POs and reconcile against agreements and project budgets
Serve as a go-to resource for travel and expense guidelines and review expense reimbursements and procurement card reports
Prepare MOUs to document and track Institute commitments
Undertake other analysis and duties as assigned by the Senior Finance Lead or the Director and Managing Director of IHPI

Requirements

Bachelor's degree in Business with a focus in Accounting or Finance, plus 2+ years of related finance or budget management experience
Strong time management with the ability to handle multiple deadline-driven projects
Effective spoken and written communication skills
Highly organized and detail-oriented
Excellent work ethic, positive attitude, and willingness to learn
Ability to interact with and build professional relationships with individuals at all levels
Exceptional interpersonal skills with the ability to work independently and as part of a team with minimal supervision
Forward-planning, prioritization, and problem-solving abilities
Proficiency in Microsoft Office (Word, Excel, PowerPoint) and file storage portals, plus familiarity with web-based tools and related software

Technologies

Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Finance BI
Business Objects
MReports
MPathways systems
Emburse

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2mo ago

Budget and Financial Planning Analyst Senior

University of Michigan Ann Arbor, MI

Ann Arbor, MI

2mo ago Closed

$84k - $95k/yr Full time Senior Analytical Skills Budgeting

This position is no longer accepting applications (closed Jul 12, 2026).

Job Description

The University of Michigan ITS Finance team invites a skilled budget and financial planning professional to join onsite in Ann Arbor, Michigan. This hybrid, full-time role offers a comprehensive benefits package, a salary range of $84,000 to $95,000 per year, and the opportunity to influence financial decisions in a nonprofit, higher education setting. As a Senior Budget and Financial Planning Analyst, you will collaborate with department leaders to deliver practical guidance, robust forecasting, and informed recommendations that support operational excellence.

Responsibilities

Act as a trusted finance partner to the Finance Director, ITS leadership, and department stakeholders by delivering budget guidance, financial stewardship, and actionable recommendations.
Build, maintain, and oversee annual budgets and multi-year forecasts using Excel and university financial systems.
Engage with assigned departments to understand business needs, funding sources, planned spending, staffing assumptions, service needs, and financial risks.
Monitor actual revenue and expenses against budget and forecast; identify variances, explain drivers, and propose timely adjustments.
Update forecasts throughout the year as actual results emerge, priorities change, or new financial information becomes available.
Guide non-financial stakeholders through budget planning, financial results, spending decisions, and tradeoffs with clear, accessible language.
Deliver a high level of customer service by providing responsive guidance, clear communication, and appropriate expectation-setting to ensure strong financial stewardship.
Participate in annual budgeting and forecasting processes, including developing assumptions, reviewing planned expenses, identifying risks and opportunities, and aligning with available funding.
Collaborate with ITS leaders to develop business cases for initiatives, investments, staffing changes, service needs, and operational changes.
Strengthen financial stewardship through accurate transaction reviews, reconciliations, internal controls, and audit-ready documentation; resolve discrepancies and ensure timely corrections.
Interpret and apply university financial policies; advise teams on compliant, practical, and efficient financial processes.
Identify and quantify efficiency opportunities, including process improvements, vendor/license optimization, cost management, and better use of resources.
Collaborate across ITS to improve budget accuracy, forecasting reliability, financial processes, and customer understanding of financial responsibilities.
Lead or contribute to cross-functional projects that align financial recommendations with ITS strategy, customer needs, and organizational priorities.
Apply big-picture thinking to connect budget decisions with ITS strategies, service commitments, and customer needs.

Requirements

Bachelor's degree in Business Administration, Finance, or a related field with a solid foundation in accounting and financial principles.
Five or more years of progressive experience in financial analysis, accounting, budgeting, and forecasting, including fund accounting or similar experience.
Proven experience building and maintaining budgets, forecasts, or financial models in Excel.
Strong interpersonal skills with the ability to collaborate across diverse teams and build trusted relationships with department customers.
Excellent verbal and written communication skills, with the ability to explain financial information clearly to non-financial audiences.
Comfort with technology, including financial systems, spreadsheets, and collaboration platforms.
Ability to thrive in a fast-paced, dynamic environment with shifting priorities.
Demonstrated ability to build practical, accurate, and user-friendly Excel budget models and financial tools.
Experience managing budgets in partnership with department leaders and adjusting forecasts as actual activity changes.
Capability to provide thoughtful financial guidance that supports both operational and long-term decision-making.
Commitment to delivering exceptional customer service and developing strong stakeholder relationships.
Skill in translating business needs into actionable financial recommendations.
Ability to communicate complex financial concepts clearly in a service-oriented manner.
Team-oriented approach with accountability for individual contributions.

Technologies

Excel
ERP systems
Financial reporting tools

Benefits

Generous time off
A retirement plan with two-for-one employer matching contributions and immediate vesting
Comprehensive health insurance options
Life insurance
Long-term disability coverage
Flexible spending accounts for healthcare and dependent care
Dental and vision insurance
Parental and maternity leave

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3mo ago

Automotive Finance Manager

LaFontaine Buick GMC of Ann Arbor Ann Arbor, MI

Ann Arbor, MI

3mo ago Closed

Full time Manager Automotive Automotive Finance

This position is no longer accepting applications (closed Jul 4, 2026).

Job Description

Automotive Finance Manager role at LaFontaine Buick GMC of Ann Arbor in Ann Arbor, MI, focused on generating additional revenue by selling finance and insurance products to new and used vehicle customers while complying with the information security program and maintaining a professional appearance.

Responsibilities

Develop and maintain positive relationships with all sources of finance and insurance products, including factory partners and other providers.
Submit complete and accurate documentation to secure approval for all eligible finance transactions.
Collaborate with sales management to design and sustain a program that ensures a 100 percent turnover of deals to the Finance & Insurance department.
Partner with Sales Managers to secure a reasonable profit on every transaction.
Create forecasts for the finance department in coordination with the sales team to achieve targeted penetration and income.
Verify the accuracy of title, lien information, taxes, and other documents on customer paperwork.
Ensure customer data accuracy in dealership databases, including email addresses.
Notarize deal paperwork as required by policy.
Submit completed deals to the office promptly and in the correct workflow.
Obtain licenses to sell insurance, when applicable.
Prepare monthly reports on finance penetration and products sold to inform leadership.
Keep sales management updated on current rates and product offerings.
Complete all required training certifications as directed by management.
Adhere to policies and procedures in the Personnel Policy Manual and other corporate guidelines; perform other duties as assigned.

Requirements

At least two years of automotive sales experience.
Strong verbal and written communication skills.
Ability to read and understand instructions and information.

Benefits

Competitive compensation
Employee referral program
Employee discounts on sales and service
Benefits package including Medical, Dental, Vision, Employer Paid Life/AD&D, Employee Assistance Program, Pet Insurance
Voluntary benefits options including Flex Spending Account, Life/AD&D, Short-Term and Long-Term Disability, Critical Illness, Accident Insurance, Legal and Identity Theft Protection
401(k) with Employer Match
Holiday Savings Program with Employer Match
Paid time off
Holiday pay

Physical Requirements

Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 15 pounds occasionally.
Must be able to access and navigate each department within the organization’s facilities.

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6mo ago

Analyst, Financial Planning and Analysis

XPO Ann Arbor, MI Hybrid

Ann Arbor, MI

6mo ago Closed

Full time Analysis Analyst Budgeting

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Location: Hybrid remote in Ann Arbor, MI 48105

Minimum qualifications

Bachelor’s degree or an equivalent blend of education, work experience, or military service
At least 1 year of experience in Finance, Accounting, Economics, or a related field

Compensation, benefits and more

We offer a competitive pay package along with comprehensive benefits starting on day one:

Full health insurance benefits available from day one
Life and disability insurance coverage
Up to 15 days of paid time off during the first year
nine paid company holidays
401(k) option with company match
Education assistance
Opportunity to participate in a company incentive plan

A typical day in this role

Prepare and distribute weekly and monthly commercial performance reports covering revenue, margin, volume, pricing, and customer profitability analysis
Support monthly, quarterly, and annual revenue forecasting and budgeting cycles, including pipeline analysis, pricing assumptions, and variance analysis versus plan
Analyze sales trends, pricing performance, mix changes, and volume drivers to identify risks and opportunities
Collaborate with Sales and Operations leaders to validate forecasts, evaluate opportunities, and assess commercial strategies
Conduct scenario modeling to evaluate the financial impact of commercial initiatives, customer expansions, pricing changes, and market shifts
Identify customer and product profitability trends and recommend actions to improve financial performance
Develop and enhance dashboards, revenue models, and reporting tools to improve visibility and forecasting accuracy
Support strategic planning processes by providing data-driven insights into market growth, commercial performance, and competitive positioning
Drive continuous improvement in commercial reporting, data quality, and forecasting methodologies

About the company

XPO is a leading global provider of transportation services, backed by a highly integrated network of people, technology, and physical assets. We seek professionals who welcome challenges and communicate effectively in all situations. We aim to leverage your experience to achieve strong results for both you and XPO. If you’re seeking a growth opportunity, consider joining our team.

We are proud to be an Equal Opportunity employer. Qualified applicants will be considered for employment without regard to race, sex, disability, veteran status, or other protected characteristics. A pre-employment drug test may be required for conditional offers.

The statements herein are not an exhaustive list of all duties, responsibilities, and skills associated with this role.

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Finance Jobs in Ann Arbor, MI

Financial Solutions Advisor Registration Candidate

Financial Specialist

Budget and Financial Planning Analyst Senior

Automotive Finance Manager

Analyst, Financial Planning and Analysis

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