22 accounting jobs found in Cleveland, OH

Location: 127 Public Square - Cleveland, Ohio 44114 ABOUT THE JOB (JOB BRIEF) The Native American Financial Services Group (NAFS) provides a variety of financial solutions to the Native American Community. Tailored solutions often call for multiple disciplines within the KeyBank and Key Banc Capital Markets teams to come together to bring the capacity of Key to the client in the most effective and efficient manner. This position is responsible for managing all aspects of the NAFS portfolio of tribal clients, including underwriting complex tribal governments and their business enterprises for aggregated debt capacity analysis, working with bank and client legal counsel on loan documentation, ongoing credit analysis, collateral analysis and covenant compliance. The Portfolio Manager must understand all aspects of each client's governmental operations and multiple enterprise businesses. A strong understanding of fund accounting, GASB and GAAP financing principles is a minimum...

Location: 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) The Asset Based Lending Group extends credit to corporations based in large part on the company's accounts receivable and inventory collateral. This position is responsible for managing all aspects of a portfolio, generally in the range of 12- 17 asset based lending clients, including underwriting credit facilities, loan documentation, ongoing credit analysis and collateral management. It is expected that the portfolio manager understand all aspects of each client's business and be proactive in identifying and resolving potential issues. An active calling effort and identification and team approach to cross-selling of bank products is expected. ESSENTIAL JOB FUNCTIONS Manages a portfolio of existing Asset Based Lending (ABL) accounts, including: Reviews financial and collateral information. Maintains an active dialogue with the borrower regarding financial condition. Evaluates requests for...

Location: 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF The Senior Vice President, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. This role will be primarily focused on managing a portfolio of Financial Services clients (including Insurance companies) but may also include some Diversified Commercial & Industrial ("C&I") clients. These requests include obtaining initial approval for new, often multi-faceted, credit exposure (e.g., revolving credit facilities, terms loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value...

Location: 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) The Portfolio Management Vice President will be responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests. Such requests include obtaining initial approval for new credit exposure (i.e., revolving credit facilities, terms loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the Portfolio Management Vice President will be responsible for ongoing credit monitoring for a portfolio of corporate clients, reviewing legal documentation, and assisting product partners in cross-selling additional bank products. This position will cover upper middle market commitments. ESSENTIAL JOB FUNCTIONS Gather and analyze all relevant financial data for a client or prospect, including spreading financial statements, analyzing historical...

Location: 127 Public Square - Cleveland, Ohio 44114 Seeking an entrepreneurial, hardworking, team-oriented candidate to serve as a Vice President - Originations to represent KeyBank as a trusted advisor to clients within the commercial real estate sector. Work directly with Senior Bankers to source and manage new clients in a collaborative team environment. Manage a portfolio of relationships with primary responsibility for assessing credit risks and enhancing the client's relationship with KeyBank. Coordinate client interactions with KeyBank's product partners including Commercial Mortgage, Debt Capital Markets, Syndications, Investment Banking and Payments. Interface directly with Credit Risk Management to ensure appropriate risk management, reporting and monitoring. ESSENTIAL JOB FUNCTIONS: Originate credit exposures ranging in size from $25 to $250 million Complete thorough financial analysis and underwriting of bespoke balance sheet solutions Prepare financial models,...

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their...

Location: 127 Public Square - Cleveland, Ohio 44114 About the Job Perform financial analysis and prepare underwriting documents to support complex multimillion-dollar credit requests for Utilities, Power and Alternative Energy clients. Familiarity with the US electric and power segment and/or project finance lending experience is preferred. The Portfolio Manager provides leadership for the deal team in analysis, approval, execution as well as documentation. She/he leads discussions with clients. The Portfolio Manager acts as a credit execution product specialist and recommends approval for credit proposals for Utilities, Power and Alternative Energy transactions. In addition she/he is responsible for matters relating to financing and/or financial modeling. The ideal Portfolio Manager will conduct business within the moderate risk profile of the bank and, at the same time, possess a propensity to close deals. This will be accomplished through leadership - taking ownership...

Location: 127 Public Square - Cleveland, Ohio 44114 ESSENTIAL JOB FUNCTIONS Manages a portfolio of existing Asset Based Lending (ABL) accounts, including: Reviews financial and collateral information. Maintains an active dialogue with the borrower regarding financial condition. Evaluates requests for waivers and amendments. Reviews collateral examination and third party appraisal reports. Communicates with other lenders in the syndicate as necessary. Reviews third party legal documentation. Oversees operational aspects with the assistance of loan services team members Closes new business opportunities and underwrites future activity of the relationship. Identifies opportunities to deepen client relationships and maximize client profitability to Key. Manages account related relationships with non-KeyBank lenders, consultants, appraisers and lawyers, among others. Prepares scheduled asset quality reports for review by internal and external examiners....

Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you...

Summary We are seeking a dependable and dedicated Branch Vice President for our branch. This is a senior-level position responsible for all aspects of branch operations, inclusive of equipment sales, rental, and associated aftermarket equipment care (parts and service). Our ideal candidate fosters a cooperative and harmonious working climate conducive to maximum employee morale and productivity, and consistently and constructively projects the quality philosophy and vision of the company. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Essential Duties and Responsibilities Manage the branch's growth with complete profit and loss responsibility. Ensure customer satisfaction by...

Location: 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) The Portfolio Management Vice President will be responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar middle market and large corporate credit requests, exclusively in the Healthcare industry. Such requests include obtaining initial approval for new credit exposure (i.e., revolving credit facilities, terms loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the Portfolio Management Vice President will be responsible for ongoing credit monitoring for a portfolio of healthcare clients, reviewing legal documentation, and assisting product partners in cross-selling additional bank products. ESSENTIAL JOB FUNCTIONS Gather and analyze all relevant financial data for a Healthcare client or prospect, including spreading financial statements,...

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on. CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that...

Tax Vice President - Personal Tax Advisory Group Department: Tax Employment Type: Full Time Location: Cleveland, OH Description Firm: Meaden & Moore is a leading CPA and business consulting firm that is a eight-time winner of The Plain Dealer's Top Workplaces, a six-time winner of Ohio Magazine's Best Places to Work and awarded Inside Public Accounting's top 50 Best of Best Firms. All of these prestigious awards speaks to how our firm is ran and managed which allows us to build successful careers and long-term opportunities for our team members to contribute and potentially become future owners of a successful practice. We are committed to providing outstanding professional services for our clients, rewarding careers for our staff, and diligent service to our communities. Since 1919, we have focused our expertise and resources on providing superior accounting, tax, forensic, and consulting services to a wide array of clients in a variety of industries. Through...

Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you...

Chief Executive Officer (CEO) About Us: SAW, Inc. is a private, 501(c)(3) non-profit organization that was founded in partnership with the Cuyahoga County Board of Development Disabilities in 1969. At SAW, Inc., we empower individuals with developmental disabilities by providing inclusive, engaging services that promote independence, community inclusion, self-advocacy and employment growth across Northeast Ohio. Through strong partnerships with local businesses and agencies, we create meaningful employment training, learning, and social opportunities tailored to each individual's unique needs and desires. Our dedicated team fosters a supportive and safe environment where every participant feels valued, respected, and empowered to reach their fullest potential. Position Summary: The CEO will oversee and coordinate all business aspects of SAW, Inc., ensuring the financial sustainability and operational excellence of the organization. This role is responsible for strategic...

Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our...

MarshBerry is currently seeking a Vice President for our Financial Advisory Team based in either our Beachwood OH, Grandville MI, New York NY or Dana Point CA office. The Vice President is responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring MarshBerry services are delivered effectively and efficiently. The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry's Financial Advisory Team including the negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing. The Vice President will aid in the planning, formulating, and implementation of team goals and objectives and ensuring the completion of such. This role will be focused on clients and prospects in the...

Job Summary: Heritage Classical Academy is seeking a qualified Chief Financial Officer. The Chief Financial Officer will be responsible for leading all aspects of financial management, asset management, and strategic financial planning to ensure wise and skillful stewardship of HCA's resources and assets. This position reports to the Head of School, providing support on all strategic and operational financial matters. Applicants should possess high integrity with appropriate experience in the areas of financial management, analysis, accounting, and administration. Applicants should also expect to play a significant role in overseeing financial aspects of HCA's capital campaign initiatives. Biblical Expectations: All employees of Heritage Classical Academy possess a Christian testimony demonstrating a personal, active, and growing relationship with Jesus Christ. They also fully support HCA's Statement of Faith and support the mission to Cultivate Lifelong Learners Who Think and Live...

Company Description Avery Dennison Corporation (NYSE: AVY) is a global materials science and digital identification solutions company. We are Making Possible™ products and solutions that help advance the industries we serve, providing branding and information solutions that optimize labor and supply chain efficiency, reduce waste, advance sustainability, circularity and transparency, and better connect brands and consumers. We design and develop labeling and functional materials, radio frequency identification (RFID) inlays and tags, software applications that connect the physical and digital, and offerings that enhance branded packaging and carry or display information that improves the customer experience. Serving industries worldwide - including home and personal care, apparel, general retail, e-commerce, logistics, food and grocery, pharmaceuticals and automotive - we employ approximately 35,000 employees in more than 50 countries. Our reported sales in 2024 were $8.8...

VP, Digital Product Development - Enterprise Business Systems Summa Health Systems Full Time, Benefit Eligible 1077 Gorge Blvd Akron OH 44310 Summary: The Vice President Digital Product Dev Enterprise Business Systems reports to the Senior Vice President, Chief Information Officer and is responsible for the strategic oversight and direction of the design, development, release, and ongoing maintenance of technology systems and services for enterprise financial, human capital management, supply chain, revenue cycle, and facilities functions. This role encompasses the leadership of enterprise resource planning systems, including but not limited to customer relationship management, support for strategic planning, M&A, and legal across the Summa Health and SummaCare System. The VP will work collaboratively with IT&S leaders and cross-functional teams to ensure the delivery of enterprise business IT solutions that drive innovation and differentiated IT strategy,...