Top 210 Financial planning assistant Jobs in Independence, Oh

Chief Financial Officer
National Tooling & Machining Association —Cleveland, OH
- $140,000 - $160,000 a year
- Full-time
- Hybrid work
- Background check
- 7 years
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Part time Community Life Assistant -Lakewood, Ohio
Zelie's Home —Lakewood, OH
- $14 an hour
- Part-time
- Background check
- Clean driving record
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Quick Apply
Lead and Assistant Teachers
All Around Children —Bedford Heights, OH
- $16.00 - $22.50 an hour
- Email
- Background check
- Current TB test
- Computer literacy
- Paid parental leave
- Paid holidays
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Financial Advisor Administrative Assistant
Independence Financial Services —Independence, OH
- $45,000 - $60,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Office
- Paid training
- Paid holidays
Quick Apply
Financial Planning Assistant
Hantz Group —Willoughby, OH
- Full-time
- Office
- High school diploma or GED
- Organizational skills
- Health insurance
- Dental insurance
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Environmental Administrative Assistant
bp —Westlake, OH
- Full-time
- Hybrid work
- Customer service
- Writing skills
- Pass drug screening
- Paid parental leave
- Health insurance
11h
Finance Assistant
Euclid Public Library —Euclid, OH
- $25.66 - $39.31 an hour
- Full-time
- Microsoft Excel
- Customer service
- Computer literacy
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Assistant Director of Donor Engagement & Alumni Relations
Case Western Reserve University —Cleveland, OH
- From $23.68 an hour
- Weekends as needed
- Customer service
- Writing skills
- Mid-level
- Health insurance
- Tuition reimbursement
14d
Medical Assistant - Family Planning
Planned Parenthood of Greater Ohio —Cleveland, OH
- $18.17 - $21.00 an hour
- Full-time
- Spanish
- OSHA
- Inventory management
- Paid parental leave
- AD&D insurance
Probate Legal Assistant
Anselmo & Company, LLC —Parma, OH
- $20 - $30 an hour
- Full-time
- Customer service
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
9d
Recruiting Coordinator
Sequoia Financial Group Llc —Mayfield Heights, OH
- Full-time
- Mid-level
- Bachelor's degree
- Travel
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Director of Operations
MISKIRI HOSPITALITY GROUP —Cleveland, OH
- Weekends as needed
- Ability to walk for extended periods
- 5 years
- Bachelor's degree
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Director Administrative Operations
Case Western Reserve University —Cleveland, OH
- $71,041 - $89,867 a year
- Full-time
- Writing skills
- Office
- Finance
- Health insurance
- Tuition reimbursement
Manager, Accounting
Arrow International, Inc. —Cleveland, OH
- Full-time
- 7 years
- CPA
- Pass drug screening
- Profit sharing
- Paid time off
Quick Apply
Branch Banking - Assistant Leader
Flagstar Bank —North Royalton, OH
- $20.87 - $35.74 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
9d
Assistant General Manager
CLEVELAND SOUTH HOSPITALITY LLC —Independence, OH
- Full-time
- 5 years
- Sanitation
- Hotel
Quick Apply
Assistant Contracts Manager
DFM Solutions —Cleveland, OH
- 5 years
- Mid-level
- Bachelor's degree
Quick Apply
10d
Accounting Assistant/Accounts Payable Clerk
Dodd Camera Holdings Inc —Cleveland, OH
- Full-time
- Writing skills
- Research
- Mid-level
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ESI - Counselor
Medical Mutual of Ohio —Cleveland, OH
- Remote
- 5 years
- HIPAA
- Research
- Health savings account
- Disability insurance
2d
Assistant Community Manager
Fairstead ESC LLC —Cleveland, OH
- Mid-level
- Team management
- 2 years
- Paid holidays
- Disability insurance
Quick Apply

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financial planning assistant jobs near independence, oh

Chief Financial Officer

National Tooling & Machining Association
Cleveland, OH

Quick Apply

Job Details

Full-time
$140,000 - $160,000 a year

Benefits

Health insurance
Dental insurance
Vision insurance
401(k) matching
Life insurance

Qualifications

Nonprofit finance
Microsoft Excel
Accounts payable
Bachelor's degree
Financial concepts
Nonprofit financial management experience
Accounting and finance experience
Cash management
Non-profit experience
Senior leadership

Full Job Description

Join the National Tooling & Machining Association (NTMA), a leading organization supporting the precision manufacturing industry through education, workforce development, and advocacy. We are seeking an experienced CFO to oversee financial operations and support the continued growth of our mission-driven association.

Summary of Functions: The CFO serves as the senior financial officer responsible for directing, coordinating, and overseeing all accounting, finance, and compliance functions of the organization, including its affiliated entities—a 501(c)(6) trade association, a 501(c)(3) foundation, and a political action committee (PAC). This position ensures accurate financial reporting, compliance with federal and state regulations, efficient internal controls, and strategic financial management that supports the organization’s mission and programs.

Specific Responsibilities

1. Financial Management & Reporting

Serve the Office of Treasurer & Secretary for both the association and the foundation.
Oversee all financial operations for the association, foundation, and PAC.
Prepare and present timely and accurate financial statements, budgets, forecasts, and reports for management, board, and team review.
Ensure compliance with Generally Accepted Accounting Principles (GAAP).
Maintain a robust system of internal controls to safeguard assets and ensure the integrity of financial data.
Ensure all association and foundation meeting minutes are properly recorded, filed and stored in a safe and accessible area in accordance with the association’s governance policies

2. Budgeting & Planning

Lead the annual budget development process, working closely with department heads and leadership.
Monitor budget and cash performance and provide variance analysis with recommendations for corrective action.
Support strategic planning with multi-year financial models and forecasting.

3. Compliance & Regulatory Oversight

Ensure compliance with IRS, FEC, state, and other applicable reporting requirements for all entities.
Manage audits for all entities, including external auditors and government reviews.
Maintain knowledge of changes to nonprofit finance regulations, ensuring timely implementation of required updates.
Oversee proper registration, disclosure, and reporting for the PAC in compliance with campaign finance laws.

4. Accounting & Operations

Supervise accounting manager, oversee direction of the entire accounting department.
Work directly with third party FEC accountant for the PAC.
Manage accounts payable/receivable, payroll, cash management, and general ledger functions.
Oversee investment accounts, bank relationships, and liquidity management.
Implement and manage accounting systems and technology solutions to improve efficiency and reporting accuracy.

5. Governance & Support

Serve as staff liaison to association Budget & Finance Team, Audit Team and Governance & Compliance Team, preparing agendas, reports, and presentations as needed.
Serve as staff liaison to the foundation Investment Team, preparing agendas, reports, presentations and taking meeting minutes.
Collaborate with the president and the Executive Committee on financial strategy and fiscal policy.
Support the president and the executive assistant regarding governance structure and compliance through each organization’s code of regulations
Ensure compliance with the existing governance structure; work with legal counsel regarding governance issues as directed by the association’s leadership

6. Administrative Functions

Function as human resources manager
Maintain current and compliant HR polices and Employee Handbook
Oversee risk management policies and employee benefit programs
Serve as liaison with third party IT support provider

Organizational Relationships: Reports to President

Skills:

Deep understanding of GAAP, nonprofit accounting standards.
Strong analytical, problem-solving, and organizational skills.
Excellent oral and written communication skills, with the ability to explain complex financial concepts to non-financial audiences.
High integrity and commitment to ethical standards and transparency.
Advanced proficiency with accounting software (e.g., Microsoft Dynamics and Report Writer) and Excel.
Working knowledge of AI in accounting and administration areas highly desirable.

Education & Experience:

Bachelor’s degree in Accounting, Finance, or a related field (Master’s degree or CPA preferred).
Minimum of 7–10 years of progressive accounting and finance experience, with at least 3 years in a management or controller role.
Experience in nonprofit and/or association finance required; familiarity with 501(c)(6) and 501(c)(3) entities required.
Experience managing or supporting a federal or state PAC is highly desirable.

Pay: $140,000.00 - $160,000.00 per year

Benefits:

401(k) matching
Dental insurance
Health insurance
Life insurance
Vision insurance

Application Question(s):

How many years do you have in a CFO role?

Education:

Bachelor's (Required)

Experience:

progressive accounting and finance: 7 years (Required)
nonprofit and/or association finance: 7 years (Required)

Work Location: Hybrid remote in Cleveland, OH 44134

Quick Apply

Refine Your Search

financial planning assistant jobs in independence, oh

Chief Financial Officer

Part time Community Life Assistant -Lakewood, Ohio

Lead and Assistant Teachers

Financial Advisor Administrative Assistant

Financial Planning Assistant

Environmental Administrative Assistant

Finance Assistant

Assistant Director of Donor Engagement & Alumni Relations

Medical Assistant - Family Planning

Probate Legal Assistant

Recruiting Coordinator

Director of Operations

Director Administrative Operations

Manager, Accounting

Branch Banking - Assistant Leader

Assistant General Manager

Assistant Contracts Manager

Accounting Assistant/Accounts Payable Clerk

ESI - Counselor

Assistant Community Manager

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