Top 22 Assistant for financial advisor Jobs in Columbus

Sr. Financial Analyst - Strategic Finance
McKesson —Columbus, OH
- $97,900 - $163,100 a year
- 7 years
- Microsoft Excel
- Writing skills
3d
Principal BU Client Leader
McKesson —Columbus, OH
- $167,300 - $278,800 a year
- Doctoral degree
- Master's degree
- 8 years
- Wellness program
- Employee stock purchase plan
PROJECT ADMINISTRATOR - ENVIRONMENTAL DIVISION
EMH&T —Columbus, OH
- 7 years
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health insurance
Quick Apply
Consumer Banking Legal - Assistant General Counsel
JPMorganChase —Columbus, OH
- $199,500 - $275,000 a year
- Full-time
- 5 years
- Organizational skills
- Senior level
- Health insurance
- Tuition reimbursement
Financial Consultant
Heartland Bank —Whitehall, OH
- Bilingual
- Microsoft Excel
- Mid-level
- Paid parental leave
- Employee stock purchase plan
AVP, Collections and Special Assets
Telhio Credit Union —Columbus, OH
- Office
- 3 years
- Finance
- Paid holidays
- Disability insurance
Quick Apply
Director of Product - Network Innovation - Healthcare
McKesson —Columbus, OH
- $137,300 - $228,800 a year
- Team management
- Product management
- Experience equivalent to degree accepted
11d
Senior Project Manager
CESO, Inc. —Columbus, OH
- $96,148 - $195,149 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Residential
- Bachelor's degree
- Paid holidays
- Disability insurance
Assistant General Counsel -Consumer Banking Legal - Vice President
JPMorganChase —Columbus, OH
- Full-time
- 6 years
- Word processing
- Analysis skills
- Health insurance
- Tuition reimbursement
Vice President, Assistant General Counsel - Asset Management
JPMorganChase —Columbus, OH
- $156,750 - $230,000 a year
- Full-time
- 5 years
- Contracts
- Senior level
- Health insurance
- Tuition reimbursement
Marketing Legal Attorney - Vice President
JPMorganChase —Columbus, OH
- $199,500 - $275,000 a year
- Full-time
- 8 years
- Senior level
- Leadership
- Health insurance
- Tuition reimbursement
9d
Senior Mortgage Advisor
Oxford Home Lending —Columbus, OH
- Full-time
- Mid-level
- 1 year
- Wellness program
- Paid parental leave
Sr. Operations Manager
McKesson —Columbus, OH
- $85,500 - $142,500 a year
- Oracle
- Customer service
- Analysis skills
Assistant Dental Office Manager
Aspen Dental —Columbus, OH
- $18 - $20 an hour
- Full-time
- Dental office
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Marketing Events Lead Assistant Director
Crowe —Columbus, OH
- $88,300 - $185,100 a year
- Extended hours
- Remote
- Microsoft Word
- Microsoft Excel
- Marketing
Quick Apply
1d

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Sr. Financial Analyst - Strategic Finance
McKesson —Columbus, OH
Bachelor's Degree in Finance, Accounting, Economics or related field, or equivalent experience, and typically requires 7+ years of relative experience in FP&A,…
$97,900 - $163,100 a year
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Principal BU Client Leader
McKesson —Columbus, OH
While you will not be responsible for designing or delivering technical solutions, you will play a critical role in aligning business and technical teams to…
$167,300 - $278,800 a year

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Sr. Financial Analyst - Strategic Finance

McKesson -
Columbus, OH

Apply Now

Job Details

$97,900 - $163,100 a year
3 days ago

Qualifications

Microsoft Excel
Financial model construction
Employee relationship building
Dynamic financial modeling
Data-driven problem-solving
Excel data analysis

Full Job Description

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care.

What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you.

CoverMyMeds (CMM), part of McKesson Corporation, is a fast-growing healthcare technology organization that has been recognized as a “Best Place to Work” by Glassdoor and a “Best Company to Work For” by FORTUNE. Through innovation and collaboration, CoverMyMeds’ solutions help people get the medicine they need to live healthier lives by seamlessly connecting the healthcare network to improve medication access, thereby increasing speed to therapy and reducing prescription abandonment.

CMM is seeking a Sr. Financial Analyst, Strategic Finance to play a key role in evaluating, executing, and integrating strategic investments and acquisitions, partnering with business leaders to assess opportunities and drive inorganic value. This role works closely with the Product, Commercial, Corporate Finance, and Corporate Strategy and Business Development (CSBD) teams to:

Support evaluation of growth investments and strategic opportunities
Contribute to M&A diligence and synergy development
Deliver high-quality long-range financial planning and performance insights for the segment

Our ideal candidate is highly analytical, detail-oriented, and intellectually curious, with strong financial modeling capabilities and a desire to build strategic finance expertise.

What You'll Do:

Your daily responsibilities may change depending upon business needs, but you can expect the following:

Strategic Investment Analysis:

Support financial evaluation of acquisition targets and strategic investments for the segment
Analyze standalone financials of target companies to identify trends, risks, and inconsistencies
Build and update financial models (e.g., operating models, scenario and sensitivity analyses) to support deal evaluation
Assess and recommend adjustments to seller financial models (e.g., revenue quality, cost structure, EBITDA normalization)
Partner with Corporate Development and CMM business leaders to develop synergy cases, including:
- Revenue synergies (cross-sell, pricing, network expansion)
- Cost synergies (G&A efficiencies, platform leverage)
Support diligence processes, including data room review, Q&A, and synthesis of findings
Translate diligence findings into actionable insights for executive decision-making
Support post-close integration planning and execution, partnering with business leaders to track synergy realization, monitor performance against deal assumptions, and identify risks to value delivery

Business Partnership & Strategic Insights:

Translate complex financial, operational, and market data into actionable recommendations for senior leadership and executive decision-making
Support acquisition integration and value realization efforts by tracking performance against deal assumptions, monitoring synergies, and identifying actions to improve outcomes
Contribute to materials used for senior leadership reviews and investment discussions

Basic Requirements:

Bachelor's Degree in Finance, Accounting, Economics or related field, or equivalent experience, and typically requires 7+ years of relative experience in FP&A, corporate finance, consulting, investment banking or related roles
Experience with financial and business case modeling, with the ability to analyze and identify trends and provide recommendations for actions
Advanced Excel / financial modeling skills, and experience with planning tools (e.g. SAC)

Preferred Skills/Experience:

- Ethical Behavior: Demonstrates a strong understanding of ethical practices and ensures own behavior and that of others aligns with organizational values
Relationship Building: Establishes and maintains positive working relationships with internal and external stakeholders to achieve organizational goals
Effective Communication: Communicates clearly and effectively through speaking, listening, and writing, using appropriate tools and techniques
Client Focus: Anticipates, understands, and responds to the needs of both internal and external clients, striving to exceed their expectations within organizational parameters
Teamwork: Demonstrates a track record of building and managing high-performing finance teams, working cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness
Leadership: Positively influences others to achieve results that are in the best interest of the organization
Decision Making: Assesses situations to determine importance, urgency, and risks, and makes clear, timely decisions that benefit the organization
Organization: Sets priorities, develops work schedules, monitors progress towards goals, and effectively tracks details, data, information, and activities
Planning: Determines strategies to move the organization forward, sets goals, creates and implements action plans, and evaluates the process and results
Problem Solving: Assesses problem situations, identifies causes, gathers and processes relevant information, generates possible solutions, and makes recommendations to resolve problems.

We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson,

Our Base Pay Range for this position

$97,900 - $163,100

McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson’s (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind:

McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application.

McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates.

McKesson job postings are posted on our career site: careers.mckesson.com.

McKesson is an Equal Opportunity Employer

McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson’s full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page.

McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) [email protected] or (Canada) [email protected]. Resumes or CVs submitted to this email box will not be accepted.

Join us at McKesson!

Apply Now

Refine Your Search

assistant for financial advisor jobs in columbus

Sr. Financial Analyst - Strategic Finance

Principal BU Client Leader

PROJECT ADMINISTRATOR - ENVIRONMENTAL DIVISION

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AVP, Collections and Special Assets

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