2 results for Finance in Columbus, OH

Financial Services Admin

Columbus, OH
onsite
Temporary
20 - 24 USD / Hourly
The HFA New Accounts Specialist plays a vital role in ensuring the accurate and efficient execution of the firm’s account opening and maintenance processes. This position works within a defined workflow to review submitted documentation, identify deficiencies, and provide timely, clear feedback to investment representatives. As the first point of contact for the field regarding account updates, the specialist is expected to deliver exceptional service and maintain a high standard of quality in every review. Key Responsibilities:<ul><li>Review new account applications and maintenance requests for accuracy, completeness, and compliance with firm and regulatory requirements.</li><li>Communicate directly with investment representatives to provide timely feedback and request any missing or corrected information.</li><li>Ensure all submissions meet internal standards before processing.</li><li>Maintain thorough knowledge of account types, required documentation, and relevant policies.</li><li>Accurately document review outcomes and track workflow progress within designated systems.</li><li>Collaborate with internal teams to identify process improvements and enhance the client and representative experience.</li><li>Respond promptly to inquiries from investment representatives and provide guidance on proper submission procedures.</li><li>Uphold high-quality control standards to support operational excellence.</li></ul>
2026-03-20T00:00:00Z

CFO

Columbus, OH
remote
Permanent
180000 - 230000 USD / Yearly
We are looking for a strategic and results-driven Chief Financial Officer (CFO) to join our leadership team in Columbus, OH. The ideal candidate will play a pivotal role in shaping the financial future of the organization while ensuring operational excellence and compliance. This role requires a forward-thinking leader with expertise in financial strategy, corporate governance, and organizational growth. Responsibilities:• Develop and execute financial strategies aligned with the organization's long-term goals and expansion plans.• Lead efforts to identify market opportunities, enhance operational efficiency, and mitigate financial risks.• Serve as the primary liaison with external financial partners, including banks, lenders, and investors, to secure funding and structure capital.• Oversee all accounting and finance functions, including financial planning and analysis (FP&A), financial reporting, treasury management, payroll, and tax strategy.• Provide guidance to individual school leaders on optimizing budgets, understanding financial metrics, and maintaining fiscal health.• Take ownership of the annual audit process, ensuring compliance, accuracy, and timely submission.• Implement and maintain operational best practices across all departments to drive efficiency and adherence to financial standards.• Ensure compliance with regulatory and state reporting requirements, maintaining flawless adherence to legal standards.• Manage legal affairs, vendor relationships, and corporate governance to mitigate risks and support organizational goals.• Oversee IT strategy and infrastructure, ensuring security, scalability, and alignment with operational and academic needs
2026-04-02T00:00:00Z