Westerville, OH

Finance Jobs in Westerville, OH

2 jobs found

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16d ago

Financial Planner (Wealth Management)

Right Choice Resources Westerville, OH

Westerville, OH

16d ago

$60k - $100k/yr Full time Advisor Analytical Skills Financial Advisor

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Job Description

Right Choice Resources is seeking a Financial Planner to support its wealth management team serving clients across the Columbus, OH area. In this hybrid role based in Westerville, you will work alongside experienced Financial Advisors to build and refine comprehensive financial plans through detailed analysis and scenario evaluation.

This position is designed for someone who enjoys technical work, data accuracy, and planning depth, with an intentional path to increased advisor responsibilities over time. The role includes an initial period of in-office training followed by a hybrid schedule.

Key Responsibilities

Develop, review, and update comprehensive financial plans for individuals and families.
Analyze client financial situations, including retirement savings, investments, income, expenses, insurance coverage, and estate planning needs.
Use financial planning software to model strategies and compare scenarios.
Spot opportunities to strengthen plans, with emphasis on retirement, investment, tax, and estate planning.
Review financial information to find errors, inconsistencies, missing details, and additional planning opportunities.
Research financial planning strategies and support advisors with recommendations aligned to client goals.
Prepare financial reports, presentations, and client meeting support materials.
Participate in client meeting discussions when appropriate and help with follow-up tasks tied to plan updates.
Maintain accurate client information across financial planning software, CRM systems, and other internal platforms.
Coordinate with investment, insurance, and operations professionals to support comprehensive planning outcomes.
Follow established procedures for documentation, confidentiality, and regulatory compliance.
Contribute to improving financial planning processes and overall operational efficiency.

Requirements

Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, Business, or a related field.
At least 2 years of experience in financial planning, wealth management, or a closely related financial services role.
Strong understanding of financial planning principles and the ability to analyze financial information.
Exceptional attention to detail, including the ability to identify errors or inconsistencies in financial data.
Strong analytical, organizational, and problem-solving skills.
Excellent written and verbal communication skills.
Intermediate to advanced Microsoft Excel skills.
Ability to manage multiple responsibilities and deadlines while maintaining accuracy.
Ability to work independently and collaborate with advisors and team members.
CFP® certification or active pursuit, with the goal of obtaining certification within approximately one year.
Interest in continuing to develop financial planning expertise and growing into a Financial Advisor role over time.

Technologies

Microsoft Excel

Benefits

401(k)
Health insurance

Preferred Qualifications

CFP® certification.
Experience preparing comprehensive financial plans for individuals and families.
Experience or strong interest in estate planning.
Knowledge of retirement planning, investments, tax strategies, insurance, and cash flow management.
Experience working with high-net-worth clients.
Experience using financial planning software and CRM systems.
Securities Industry Essentials (SIE), Series 7, or Series 66 licensing.

Location and Schedule

Westerville, OH 43081 (hybrid)
Office is located 10 miles north of downtown Columbus.
Start date requires being in the office daily for the first 90 days.
After approximately 90 days, schedule typically includes 3 days in the office and 2 days working remotely.

Compensation

Salary: USD 60,000 - 100,000 per year
Additional pay: $60,000-$85,000 plus a 10% bonus (negotiable based on experience)

Licensing Statement

Candidates who do not currently hold the necessary securities licenses must be willing and able to obtain required licensing within their first year of employment.

Application Questions

Do you currently hold your CFP® certification, or are you actively pursuing it?
Are you comfortable working in an office 5 days per week during the first 90 days, followed by 3 days in the office and 2 days remote?

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5mo ago

Vice President of Finance

Accountable Radiology Advisors Westerville, OH

Westerville, OH

5mo ago Closed

$170k+/yr Full time Senior Budgeting Business Analytics

This position is no longer accepting applications (closed Jun 13, 2026).

Job Description

Based in Westerville, Ohio, Accountable Radiology Advisors seeks a seasoned Vice President of Finance to steer financial operations across internal and client organizations. This senior leadership role blends hands-on financial management with strategic consulting, overseeing budgeting, cash flow forecasting, financial reporting, and internal controls while supporting business development efforts.

Responsibilities

In collaboration with fellow consultants, conduct high-level operational assessments of established medical practices and facilities to identify financial strategies that spur growth, profitability, and physician income.
Develop financial pro formas for startup medical practices and healthcare facilities, including revenue forecasts, operating expenses, and capital needs for new ventures.
Educate clients on best practices for financial operations, including internal controls, segregation of duties, budgeting, and cash forecasting to enhance decision-making.
Analyze monthly results against budgets, reviewing variances in labor, administrative expenses, and medical supply usage with clients.
Help clients identify KPIs to gauge operational effectiveness and partner with the Business Intelligence and RCM Client Services Manager to create Power BI dashboards.
Administer shareholder and employed provider compensation formulas.
Jointly with the CFO, oversee the outsourced accounting service line, ensuring staff accountants produce high-quality, timely, and accurate work; review client financial statements and lead finance meetings.
Drive growth of the outsourced accounting program by presenting to clients and achieving high satisfaction scores.
Oversee staff accountants with the CFO, ensuring accurate accounting activities including maintaining the general ledger, chart of accounts, income tracking, and expense coding in accounting software.
Maintain an up-to-date schedule of fixed assets.
Lead the annual operating budget process and periodic forecasts.
Analyze monthly financial performance versus budgets, including variances in labor and other costs, and discuss findings with management.
Assess profitability by service line and recommend areas for expansion, restructuring, or cost elimination to the CFO and leadership.
Review proposed vendor contracts and assist management in negotiating improved pricing and payment terms.
Oversee and/or prepare thirteen-week cash flow forecasts for internal companies on a weekly basis for leadership review.
Evaluate outstanding payables and determine payment timing based on cash position to optimize liquidity.
Support the CFO in managing investments and banking relationships.
Analyze credit card usage and invested cash to minimize interest costs.
Verify invoices for accuracy, obtain necessary approvals, and input them into payables systems; process payments with attention to cash flow timing.
Authorize reimbursements for business expenses in compliance with internal policies and external regulations.
Oversee payroll processing, including biweekly payroll, PTO balance monitoring, and employees’ deferrals and employer contributions for health benefits and retirement accounts.
Prepare and distribute month-end financial statements and other management reports for leadership review.
Coordinate with external accounting and tax advisors to assist with income tax returns and other regulatory filings.
Support owners by delivering timely financial information and distribute K-1 forms to shareholders.
Develop and enforce internal controls to safeguard assets, including daily balancing of receipts, bank reconciliations, and expense reimbursements.
Maintain transparency with external advisors and shareholders and promptly report irregularities to the Compliance Officer, CFO, CEO, and, if needed, external advisors for assessment.
Assist HR, the CFO, and the CEO in evaluating health insurance and benefit programs, including renewals, pricing, and RFP processes if required.
Assist the CFO and CEO in evaluating professional liability insurance coverage, including renewal pricing and related bid evaluations.

Requirements

Master’s degree in accounting, finance, or business administration is required; an advanced degree or CPA license is preferred.
Minimum five years in accounting or financial management, with healthcare experience preferred.
Strong knowledge of Microsoft Office and multidimensional databases.
Exceptional communication and presentation abilities.
A player-coach management style with the ability to participate alongside the team while guiding and mentoring them; capable of multitasking and meeting deadlines in a collaborative environment.
Experience in healthcare accounting/financial management is required; healthcare/medical billing experience is preferred.
CPA license is preferred.

Technologies

Microsoft Office
Microsoft Excel
Power BI

Benefits

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Job Type

Full-time

Compensation

Base pay: USD 170,000 per year

Location

Westerville, Ohio (onsite)

Application Questions

Do you have a degree in accounting, finance, or business administration? Please specify.
Are you an expert using Excel?
Are you willing to work in-office in Westerville, Ohio Monday through Friday approximately 8:30a - 5:00p and willing to work extra hours as necessary?

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Finance Jobs in Westerville, OH

Financial Planner (Wealth Management)

Vice President of Finance

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