Top 64 Cfa Jobs in Cincinnati, Oh

Sr FP&A
CFS —Cincinnati, OH
- $80,000 - $120,000 a year
- Online Application
- Hybrid work
- Microsoft Excel
- Office
- 3 years
- Opportunities for advancement
Capital Planning Analyst I
Fifth Third Bank —Cincinnati, OH
- Full-time
- CPA
- Mid-level
- Office
Equity Research Associate
Johnson Investment Counsel —Cincinnati, OH
- Office
- Finance
- Analysis skills
Senior Financial Analyst
Western & Southern Financial Group —Cincinnati, OH
- Extended hours
- CPA
- Mid-level
- Office
Capital Planning Analyst III
Fifth Third Bank —Cincinnati, OH
- Full-time
- CPA
- 5 years
- Office
Manager, Forensic & Dispute Advisory
GBQ Holdings LLC —Cincinnati, OH
- Overtime
- Hybrid work
- 5 years
- Analysis skills
- Travel
Quick Apply
Research Analyst - Real Assets
FEG —Cincinnati, OH
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Credit Analyst
Western & Southern Financial Group —Cincinnati, OH
- Extended hours
- CPA
- Mid-level
- Office
3d
Wealth Planner
Allworth Financial —Cincinnati, OH
- Full-time
- Microsoft Excel
- Mid-level
- Finance
- Health savings account
- Paid holidays
6d
Associate Wealth Advisor
Waverly Advisors, LLC —Cincinnati, OH
- CPA
- Writing skills
- Mid-level
- Profit sharing
- Paid holidays
Quick Apply
Senior Research Analyst - Private Equity
FEG —Cincinnati, OH
- Full-time
- Microsoft Excel
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Quick Apply
Wealth Management-Investment Portfolio Manager
U.S. Bank National Association —Cincinnati, OH
- $111,605 - $131,300 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
Financial Risk Senior Consultant
Deloitte —Cincinnati, OH
- $110,700 - $218,300 a year
- Full-time
- Microsoft Excel
- CPA
- Up to 50% travel
Wealth Advisor II
First Financial Bank —Cincinnati, OH
- $74,000 - $100,000 a year
- Full-time
- Business development
- Bachelor's degree
- Senior level
- Paid training
PWM Private Wealth Advisor
U.S. Bank National Association —Cincinnati, OH
- $126,820 - $164,120 a year
- Full-time
- Office
- 8 years
- Business development
- Paid holidays
- Disability insurance
Kyriba Treasury Transformation Senior Consultant
Deloitte —Cincinnati, OH
- $110,700 - $218,300 a year
- Full-time
- CPA
- Mid-level
- Finance
Portfolio Manager
Truepoint Wealth Counsel —Blue Ash, OH
- Full-time
- Hybrid work
- 5 years
- Research
- Office
Quick Apply
Mergers & Acquisitions Finance and Operations Manager
Deloitte —Cincinnati, OH
- $155,600 - $306,800 a year
- Full-time
- CPA
- Up to 50% travel
- Analysis skills
3d
Manager Performance & Reconciliation
Western & Southern Financial Group —Cincinnati, OH
- Extended hours
- Office
- Finance
- Analysis skills
SAP Treasury Senior Consultant
Deloitte —Cincinnati, OH
- $110,700 - $218,300 a year
- Full-time
- Microsoft Excel
- CPA
- Mid-level

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cfa jobs near cincinnati, oh

Sr FP&A

CFS -
Cincinnati, OH

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Job Details

$80,000 - $120,000 a year

Benefits

Opportunities for advancement

Qualifications

Bachelor's degree
Excel data analysis

Full Job Description

Senior FP&A Analyst

Location: Hybrid – South Bend, Indiana (2 days onsite / 3 days remote)
Salary: $80,000 – $120,000

Position Overview

We are seeking a Senior FP&A Analyst to join a growing credit union in South Bend, Indiana. This position will serve as a strategic finance partner responsible for Asset Liability Management (ALM), balance sheet management, financial forecasting, and risk analysis. The ideal candidate will be a self-starter who enjoys working independently while providing meaningful financial insights and recommendations to executive leadership.

Key Responsibilities

Lead the Asset Liability Management (ALM) process by analyzing interest rate risk, liquidity risk, and overall balance sheet performance.

Develop financial models, forecasts, and scenario analyses to support strategic planning and executive decision-making.

Monitor key financial metrics, cash flow, capital adequacy, and balance sheet trends while identifying risks and recommending mitigation strategies.

Prepare and present financial reports, ALM analysis, and recommendations to executive leadership and the Asset Liability Committee (ALCO).

Partner with accounting and finance leadership on budgeting, forecasting, and long-range financial planning initiatives.

Analyze interest rate sensitivity and provide recommendations that strengthen profitability while minimizing financial risk.

Support regulatory reporting and ensure compliance with financial reporting standards and credit union regulations.

Continuously improve reporting processes, financial models, and analytical tools to drive efficiency and better business decisions.

Qualifications

Bachelor's degree in Finance, Accounting, Economics, or a related field.

3+ years of experience in FP&A, treasury, banking, credit union, wealth management, insurance, or financial services.

Hands-on experience with Asset Liability Management (ALM) and balance sheet management.

Strong understanding of interest rate risk, liquidity management, and financial risk mitigation.

Advanced Excel and financial modeling skills.

Excellent communication and presentation skills with the ability to confidently present findings to executive leadership.

Ability to work independently while collaborating effectively across departments.

CFA, CTP, or other financial certifications are a plus.

Compensation & Benefits

Salary: $80,000 – $120,000
Hybrid schedule: 2 days onsite in South Bend, Indiana, with flexibility to work remotely the remainder of the week.

Comprehensive benefits package

Bonus eligibility

Excellent opportunity for career advancement within a growing organization

High visibility with executive leadership and the opportunity to influence strategic financial decisions.

#LI-REMOTE #LI-SH1 #INAUG2026 #finance #financing #Creditunion #risk #riskmitigation #bank #banking #financial #ALM

Click here to apply online

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Refine Your Search

cfa jobs in cincinnati, oh

Sr FP&A

Capital Planning Analyst I

Equity Research Associate

Senior Financial Analyst

Capital Planning Analyst III

Manager, Forensic & Dispute Advisory

Research Analyst - Real Assets

Credit Analyst

Wealth Planner

Associate Wealth Advisor

Senior Research Analyst - Private Equity

Wealth Management-Investment Portfolio Manager

Financial Risk Senior Consultant

Wealth Advisor II

PWM Private Wealth Advisor

Kyriba Treasury Transformation Senior Consultant

Portfolio Manager

Mergers & Acquisitions Finance and Operations Manager

Manager Performance & Reconciliation

SAP Treasury Senior Consultant

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