Financial Analysis Manager jobs in Elyria, OH

Financial Analysis Manager is responsible for financial planning and modeling. Manages the financial analysis projects and statistical studies. Being a Financial Analysis Manager provides key financial analysis and management reporting by managing various monthly reporting processes. Provides guidance on investment and project decisions. Additionally, Financial Analysis Manager requires a bachelor's degree. Typically reports to a director or top management. The Financial Analysis Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Extensive knowledge of department processes. To be a Financial Analysis Manager typically requires 5 years experience in the related area as an individual contributor. 1 to 3 years supervisory experience may be required. (Copyright 2024 Salary.com)

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Financial Representative
  • Western & Southern Life
  • SHEFFIELD VLG, OH OTHER
  • Overview

     

    The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.

    Responsibilities

    • Identify market(s) and develop appropriate marketing plan.
    • Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
    • Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
    • Adequately prepare for all appointments through established processes.
    • Conduct all appointments using Western & Southern Life consultative practices and processes.
    • Effectively sell insurance and investment solutions.
    • Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
    • Market for the purposes of developing the Western & Southern Life brand at the local level.
    • Proactively develop community relationships to cultivate and strengthen presence in target market(s).
    • Maintain personal contact with clients to ensure their evolving financial needs are being met.
    • Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
    • Accurately maintain client and company records, payments, etc., in a timely manner.
    • Operate an automobile during both day and night hours.

    Qualifications

    • High level of integrity.
    • Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
    • Strong interpersonal, relationship, and influence skills.
    • Effective communication skills including listening, speaking and writing.
    • Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
    • The ability to influence others to take needed action.
    • Demonstrate personal drive and resilience to achieve goals.
    • Willing and able to network for new clients.

    Educational Requirements

    • Minimum high school diploma or equivalent; college degree preferred.

    Computer Skills and Knowledge of Hardware & Software Required

    • Working knowledge of word processing and spreadsheet applications.
    • Working knowledge of internet and email.

    Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)

    • Obtain and hold State Life and Health license prior to hire.
    • Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.

    Position Demands

    • Access to an automobile and ability to maintain a valid driver’s license.
  • 21 Days Ago

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Financial Representative
  • Western & Southern Life
  • ONTARIO, OH OTHER
  • Overview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and r...
  • 23 Days Ago

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Teller
  • Citizens Financial Group, Inc.
  • Brunswick, OH FULL_TIME
  • Description Starting Salary : $17 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You'll greet our customers in our lobbies. You'r...
  • 24 Days Ago

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Staff Accountant
  • Creative Financial Staffing
  • Elyria, OH FULL_TIME
  • STAFF ACCOUNTANTJoin a team that values a positive culture, work/ life balance, and professional development!WHY YOU SHOULD BE THE STAFF ACCOUNTANTOur client is well known for their quality care with ...
  • 18 Days Ago

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Chief Financial Officer
  • Oxenham Group LLC
  • Lucas, OH FULL_TIME
  • The Roman Catholic Diocese of Toledo in America and The Diocese of Toledo Management Corporation Chief Operating & Finance Officer (COO/FO) The Roman Catholic Diocese of Toledo in America serves the C...
  • 19 Days Ago

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Branch Financial Consultant
  • Buckeye State Credit Union
  • Mansfield, OH FULL_TIME
  • DescriptionJob Type: HourlyNever worked for a Credit Union before?? No problem….If you enjoy working with people, want to help others with their financial journey, and want the ability to be yourself ...
  • 24 Days Ago

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0 Financial Analysis Manager jobs found in Elyria, OH area

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Internal Revenue Agent - 12 Month Roster
  • Department Of The Treasury
  • Independence, OH
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL(LB&I)DIVISION? A description of the business units can be found at: ...
  • 3/28/2024 12:00:00 AM

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Finance Director
  • Pulsar Eco Products LLC
  • Cleveland, OH
  • Pulsar Products, a family-owned leader in the stationery, gifts, and promotional items industry, is on a trajectory of r...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Independence, OH
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Independence, OH
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Independence, OH
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

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Supervisory Internal Revenue Agent (12 month roster) AMENDED
  • Department Of The Treasury
  • Independence, OH
  • Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
  • 3/27/2024 12:00:00 AM

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Financial Analyst
  • LHH
  • Beachwood, OH
  • The ideal candidate will be responsible for managing multiple financial analysis projects at the same time. At month end...
  • 3/26/2024 12:00:00 AM

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Director, Accounting
  • The Cleveland Metropolitan School District (CMSD)
  • Cleveland, OH
  • Position Type: Administration and Professionals Date Posted: 2023-11-14 Location:Administration or As Assigned INTRODUCT...
  • 3/26/2024 12:00:00 AM

Elyria (/əˈlɪəriə/ ə-LEER-ee-ə) is a city in the Greater Cleveland metropolitan statistical area and the county seat of Lorain County, Ohio, United States, located at the forks of the Black River in Northeast Ohio 23 miles southwest of Cleveland. As of the 2010 census, the city had a population of 54,533. The city is home to Lorain County Community College. Elyria, part of the Cleveland–Elyria–Mentor metropolitan area, is located at 41°22′24″N 82°6′6″W / 41.37333°N 82.10167°W / 41.37333; -82.10167 (41.373396, -82.101692). Elyria's primary zip code is 44035 with post office boxes being assi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Analysis Manager jobs
$123,858 to $165,277
Elyria, Ohio area prices
were up 1.3% from a year ago

Financial Analysis Manager in Canton, OH
For job seekers looking for a Financial Planning & Analysis Manager role, this job description details what the role may involve and what skills and experience are required to give you the best chance of securing the position.
December 25, 2019
Financial Analysis Manager in Indianapolis, IN
Complete familiarities with computer programs that are oriented to accounting are a must for the position of financial analysis manager.
December 16, 2019
Financial Analysis Manager in Burlington, VT
For investors, lenders and shareholders, the financial analysis is probably the most important thing to see in order to gauge the organization’s health.
January 18, 2020