Columbus, OH

Finance Jobs in Columbus, OH

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Today

Sr. Financial Analyst, Consolidations FP&A

MCKESSON Columbus, OH

Columbus, OH

Today

$98k - $163k/yr Full time Senior Accounting Executive Reporting

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Job Description

McKesson’s CoverMyMeds FP&A organization brings together financial planning, performance management, and strategic decision support for the business. In this Sr. Financial Analyst role, you will lead critical Consolidations FP&A work, shaping how forecasts, annual plans, risks and opportunities, and multi-year outlooks are brought together into executive-ready reporting.

This onsite position in Columbus, OH supports CFO and leadership decision-making by coordinating consolidation deliverables, validating financial outputs, and translating performance into clear narratives that connect results to key drivers, risks, and required actions.

What you’ll do

Lead key components of consolidating financial results, forecasts, annual plans, risks and opportunities, and multi-year outlooks.
Proactively coordinate Consolidations deliverables across Forecast, Plan, R&O, and executive reporting processes, managing timelines, dependencies, accountability, and follow-through across FP&A teams.
Ensure accuracy, consistency, and financial integrity across consolidated reporting, including validation of key financial outputs and alignment across reporting materials.
Partner with FP&A leaders to align key assumptions and build coherent financial narratives that reflect risks, opportunities, and recommendations across the organization.
Develop executive-level financial reporting, presentations, and insights for the CFO, Finance leadership, business leaders, and Corporate FP&A.
Translate consolidated financial performance and outlook into an executive narrative, emphasizing key drivers, risks, opportunities, and decisions required.
Drive automation, standardization, and process improvements to enhance reporting quality, strengthen controls, and increase analytical capacity.

What you bring

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
5+ years of progressive experience in Finance, FP&A, Accounting, or a related discipline.
Strong knowledge of P&L, balance sheet, cash flow, and financial reporting principles.
Experience producing executive-level financial storytelling, reporting, and presentation materials.
Exceptional analytical, problem-solving, and business partnering skills.
Ability to influence senior stakeholders and lead through cross-functional collaboration.
Strong attention to detail with an enterprise-wide strategic perspective.
Demonstrated ability to proactively manage complex, cross-functional financial processes with multiple stakeholders, dependencies, and deadlines.

Team context

The CoverMyMeds (CMM) FP&A organization serves as the central hub for financial planning, performance management, and strategic decision support across the business.

Preferred qualifications

MBA, CPA, CMA, or other relevant advanced degree or professional certification.
Experience within healthcare, healthcare technology, pharmaceutical services, or other complex, matrixed organizations.
Columbus, Ohio highly preferred.
Proven track record improving financial planning and reporting processes through automation and standardization.

Compensation: USD 97,900 - 163,100 per year.

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7d ago

Corporate Treasury - Financial Analyst

Huntington Bank Columbus, OH

Columbus, OH

7d ago

Full time Analytical Skills Data Analysis Data Analytics

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Job Description

In this role, you will support Huntington Bank’s corporate treasury activities by analyzing interest rate hedging strategies and assisting with balance sheet and MSR portfolio hedging, as well as related debt and securitized issuance.

Key Responsibilities

Develop actionable market and economic research to support investment and hedging decisions.
Help ensure portfolio compliance and adherence to corporate governance standards.
Assist in managing portfolio risk across treasury activities.
Collaborate with credit and market risk teams on limit design and calibration.
Support hedging activities connected to debt issuance and securitized issuance.
Work with AI tools to improve process efficiency.
Contribute to the development of investment and portfolio management guidelines and strategies, including risk and return objectives, risk and concentration constraints, and regulatory requirements.
Perform other duties as assigned.

Required Qualifications

Bachelor’s degree in accounting, Finance, or Economics.
Minimum of 3 years of experience working in fixed income markets.
MBA or CFA charter holder, or a desire to work toward either.
Deep knowledge and understanding of credit fundamentals.
High level understanding of rates markets, including interest rate swaps, swaptions, collars, and floors.
Strong communication and presentation skills.
Ability to handle complex business problems.
Strong analytical skills.
Proficiency in Excel and Python/R.

Technology & Tools

Excel
Python
R

Work Location & Status

Location: Columbus, OH (hybrid)
Exempt Status: Yes

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12d ago

Senior Financial Advisor

First Command Columbus, OH

Columbus, OH

12d ago

Contract Senior Asset & Wealth Management Client Relations

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Job Description

First Command has an onsite, independent contractor role for a Senior Financial Advisor in Columbus, OH, supporting military families with end-to-end financial planning and long-term client relationships.

Responsibilities

Assess and adapt each client’s evolving financial goals across wealth accumulation, preservation, and legacy stages.
Conduct regular client meetings to review circumstances, monitor progress, and update plans due to life events, economic shifts, and regulatory changes.
Create and implement comprehensive financial plans that combine investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finance support, and estate considerations.
Maintain a high-touch service model focused on clarity, confidence, and responsiveness to clients over time.
Strengthen trust by delivering consistent value and guidance that helps clients make informed decisions.
Build relationships with local and military community advocates and centers of influence to drive referrals and related opportunities.
Work toward performance goals through tailored financial strategies, revenue generation, and ongoing relationship development.
Grow your practice by expanding referral networks, especially within the military community, while deepening existing client engagement.

Requirements

Minimum 5 years of experience in financial services, with a proven record of building and retaining client relationships.
Competence in portfolio and wealth management, including the ability to integrate financial products into long-term planning.
Strong interpersonal and relationship-building skills to connect with clients and develop trust through meaningful long-term engagement.
Motivation and discipline to run an independent business, with flexible hours and unlimited income potential based on commissions and performance-based incentives.
Military experience or affiliation is strongly preferred.

Location: Columbus, OH (onsite)

Job type: Contract

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17d ago

Financial Analysis Consumer Bank Real Estate Senior Associate

JPMorganChase Columbus, OH

Columbus, OH

17d ago

Full time Senior Accounting Analytical Skills

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Job Description

Join the Consumer Bank Branch Network (BN) Finance team as a Senior Associate focused on Real Estate (Retail) financial analysis. In this onsite role in Columbus, OH, you will support expense forecasting, deliver financial insights and reporting, and partner across Finance and Real Estate to inform branch network investment decisions.

Key Responsibilities

Produce monthly reporting to track real estate transaction and project timing, cost changes, and implications for full-year outlook.
Create recurring and ad hoc analyses to support expense forecasting, explain variances, and enable informed decision-making.
Develop executive-ready materials, including slide decks, for Finance and Real Estate business reviews.
Maintain branch count and new-build projections for Budget planning, risk scenarios, and external communications.
Conduct branch-level and general ledger deep dives to identify drivers, risks, and opportunities.
Support the development of business cases for real estate investments at the branch and/or market level.
Identify ways to improve reporting efficiency through automation and adoption of new tools and technology, including AI-enabled workflows.
Build and apply working knowledge of Consumer Bank finance processes, such as monthly close cadence, approvals, and control requirements.

Required Qualifications

4+ years of work experience in Finance, Accounting, or a related role.
Advanced skills in Excel and PowerPoint.
Strong written and verbal communication skills, with the ability to influence and collaborate across functions.
Strong analytical capability and attention to detail, with an ability to synthesize complex data into clear, concise conclusions.
Effective time management and prioritization skills in a deadline-driven environment.
Experience supporting recurring processes with a continuous improvement mindset.
Ability to create and deliver ad hoc reporting for senior management.
Proficiency with Essbase and SAP/CDGL (or comparable financial systems).

Tools and Technologies

Excel
PowerPoint
Essbase
SAP/CDGL

Work Authorization and Additional Information

Applicants must be authorized to work in the United States.
Employment-based immigration sponsorship is not provided for this role.
JPMorgan Chase & Co. does not provide assistance or sign documentation supporting other immigration sponsorship or benefits, including OPT or CPT.
This role is not eligible for relocation assistance.

Team Overview

The Consumer & Community Banking division serves Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting, and proactively manage risk. Teams use information, analysis, and recommendations to improve results and guide decisions so the organization can navigate market conditions while protecting its balance sheet.

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23d ago

Financial Advisor

JPMorganChase Columbus, OH

Columbus, OH

23d ago

$65k - $90k/yr Full time Advisor Client Relations Client Service

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Job Description

In JPMorgan Investments Direct, the Financial Advisor role supports clients with comprehensive financial planning and advice in a team-based office setting, including remote client interactions. The position focuses on delivering a consistent client experience and helping clients understand how to monitor and manage their investments through technology and remote channels.

Location

Columbus, OH (onsite)

Compensation

USD 64,600 - 90,000 per year

Responsibilities

Use a strong understanding of financial markets to explain complex concepts clearly while building rapport and credibility with clients.
Provide an exceptional client experience by adjusting communication style to meet the needs of a diverse client base.
Complete service-oriented transactions for advisory clients who call in, maintaining accuracy, responsiveness, and professionalism.
Apply knowledge of a broad range of investment products and account types, including IRA, Roth IRA, Brokerage, Annuity, and Managed Account solutions.
Assess client needs and offer advice and strategies intended to support achievement of investment goals.
Maintain personal organization and manage multiple priorities in a fast-paced environment, remaining adaptive to change.

Requirements

Series 7 license must be valid and active.
Series 66 (63/65) license is required, or the ability to obtain it within 60 days of starting, as a condition of employment.
Must be licensed in all states for the role.

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Preferred Qualifications

3 years of relevant financial services or brokerage experience preferred.
Bachelor's degree preferred.

Team Overview

JPMorgan’s Consumer & Community Banking division serves Chase customers through a range of services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. The division also supports digital solutions and is recognized for credit card sales, deposit growth, and customer satisfaction.

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1mo ago

Bilingual Financial Services Representative

Tailored Management Columbus, OH

Columbus, OH

1mo ago Closed

$19+/hr Full time Bilingual Client Service Financial Representative

This position is no longer accepting applications (closed Nov 9, 2026).

Job Description

Tailored Management is hiring a Bilingual Financial Services Representative in Columbus, OH (onsite) to support life new business customers through accurate communication and contract-related processing.

Responsibilities

Handle inquiries from customers, brokers, agents, and government agencies via oral and written communication
Assist with and process financial transactions and contract-related requests in line with policy provisions and applicable regulatory guidelines
Interpret and explain contract provisions for current and historical products to internal and external stakeholders
Review routine processing errors, resolve as appropriate, and escalate complex or exceptional cases when needed

Requirements

Must read, write, and speak in Spanish and English
High school diploma required; college degree preferred
3 years of work experience required
2 years of product-related customer service experience preferred
Knowledge of general office practices, customer service, and office equipment
Experience with information systems and insurance/financial services industry practices preferred (example: Life Insurance)
Demonstrated effective written and oral communication skills to interact with customers, team members, and management
Ability to identify and evaluate problems, analyze customer inquiries, and determine the appropriate next action

Schedule

Week 1 (Training): Onsite, Monday–Friday, 8:00 am to 4:30 pm
Week 2 (Shadow): Onsite, Monday–Friday, shift varies based on the person being shadowed
Weeks 3–4 (Post-training): Onsite, Monday–Friday, 11:30 am to 8:00 pm
Beyond Week 4: Hybrid, Tuesdays/Wednesdays onsite, 11:30 am to 8:00 pm
No weekends

Compensation

$19.00 per hour

Benefits

Medical Coverage: HDHP, PPO, and Surest plan options
Minimum Essential Coverage (MEC)
Dental Insurance
Vision Insurance
Short-Term Disability (STD)
Long-Term Disability (LTD)
Life & AD&D Insurance
Critical Illness Insurance
Accident Insurance
Employee Assistance Program (EAP)

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1mo ago

Patient Financial Counselor

Mount Carmel Behavioral Health Columbus, OH

Columbus, OH

1mo ago Closed

Full time Accounting Billing Client Relations

This position is no longer accepting applications (closed Nov 9, 2026).

Job Description

The Patient Financial Counselor at Mount Carmel Behavioral Health in Columbus, OH provides patient-facing support to help individuals understand insurance coverage and their financial responsibilities. This onsite role focuses on accurate eligibility verification, patient counseling, upfront collections, and documentation that supports timely reimbursement and account resolution.

Key Responsibilities

Verify insurance benefits and audit admission paperwork for accuracy and completeness.
Review and update patient demographic and insurance details within the patient accounting system.
Counsel patients and guarantors on coverage, benefits, expected out-of-pocket costs, and available payment options.
Collect patient balances, including deductibles, copays, coinsurance, and other amounts due.
Complete financial assistance applications and verify income and expense documentation.
Prepare charity care documentation, administrative adjustment requests, and payment arrangements when required.
Maintain collection, charity, and adjustment logs, and review activity with leadership.
Analyze account information and take appropriate action to support timely payment and reimbursement.

Required Qualifications

High school diploma or equivalent required.
3+ years of experience in healthcare financial counseling, patient access, billing, or a related field required.
Extensive knowledge of Commercial Insurance, Medicare, and Medicaid required.
Strong customer service, communication, and problem-solving skills.
Ability to explain complex insurance and financial information to patients and families.

Additional Experience Details

Three years of collecting experience is required for this position. Five years is preferred.

Work Environment Expectations

As a patient-facing role within a behavioral health environment, the position requires compassionate, empathetic support. Emotional intelligence, patience, and the ability to assist patients through challenging situations are important to success in the role.