40 financial analyst jobs found in Cleveland

Overview The Business Analyst II – Operations plays a key role in driving operational efficiency and supporting strategic initiatives through data analysis, process improvement, and cross-functional collaboration. This role partners with business stakeholders to identify opportunities, define requirements, and deliver solutions that enhance operational performance and support organizational goals. Responsibilities Key Responsibilities Analyze business processes and workflows to identify inefficiencies and recommend improvements Partner with Operations, IT, and business stakeholders to gather, document, and validate business requirements Translate business needs into functional specifications, user stories, and process documentation Support implementation of process improvements, system enhancements, and operational initiatives Utilize data analysis to provide actionable insights and support decision-making Develop and...

Overview Job Summary The Business Analyst I – Underwriting supports underwriting operations by analyzing business processes, gathering requirements, and assisting in the development and implementation of solutions that improve efficiency, accuracy, and profitability. This entry-level role works closely with underwriting teams, IT, and other stakeholders to translate business needs into actionable insights and system enhancements. Responsibilities Key Responsibilities Collaborate with underwriting teams to understand workflows, business needs, and system requirements. Gather, document, and analyze business requirements for underwriting systems, tools, and processes. Assist in identifying opportunities to improve operational efficiency, automation, and data quality. Support the development, testing, and implementation of underwriting system enhancements and projects. Create and maintain process flows,...

Overview The successful candidate will report to the Actuarial Manager for Excess & Surplus (E&S) of AmTrust’s Commercial Lines Division Pricing team and will be responsible for pricing and monitoring the $500M E&S book. The book currently writes General Liability, Commercial Property, and Umbrella.   The candidate will be a member of AmTrust’s Actuarial student program which provides study hours and exam support. Responsibilities Profitability Analyses: Conduct profitability studies by business segment for AmTrust’s E&S business (GL, Property, and Umbrella) to identify pockets of profitable growth opportunities in the local insurance market and the areas requiring remediation. Monitoring: Participate in monthly/quarterly product monitoring to identify issues and opportunities within various classes and regions and assist in the development of action plans. Deliver Results: Communicate results of...

Overview The Business Systems Analyst is responsible for bridging business needs and technical solutions. This individual partners with stakeholders across business units and IT to analyze complex systems, define requirements, and deliver scalable, data-driven solutions that align with enterprise objectives. Responsibilities Lead end-to-end requirements gathering, analysis, and documentation for complex system initiatives Translate business requirements into detailed functional and technical specifications Collaborate with teams to deliver system enhancements Analyze existing systems and recommend improvements for efficiency and scalability Facilitate Agile ceremonies, including backlog refinement, sprint planning, and demos Work with data teams to support reporting, data validation, and system integration efforts Ensure solutions align with enterprise architecture, security, and compliance standards...

Overview The Business Systems Analyst serves as a strategic partner, leading the alignment of complex business needs with advanced IT solutions. In this senior capacity, our Systems Analyst take ownership of eliciting, analyzing, validating, and managing the comprehensive requirements of diverse stakeholders, including executive leadership, customers, and end users. The analyst not only drives collaboration between stakeholders and technical teams but also ensures that system solutions support and advance organizational strategy.   ***This positions is an in-office, hybrid role out of our Mayfield Heights Ohio location.*** Responsibilities Day to Day Responsibilities Serve as the lead liaison between executive stakeholders and IT teams, ensuring strategic alignment throughout the project lifecycle. Translate complex business requirements into functional specifications for commercial insurance systems. Provide subject matter...

Overview The IT Project Portfolio Analyst II reports to the Director of Portfolio Management within GTO and is responsible for leading and advancing the full Portfolio Management Lifecycle—from demand intake through project closure and value realization—for IT initiatives within their assigned business unit(s). This role partners closely with both business and IT leadership to proactively monitor project and portfolio health, leveraging a variety of Microsoft tools to support governance, resource and time management, and reporting. The Analyst ensures all work aligns with and adheres to established Portfolio Process standards. Responsibilities - Support the analysis and organization of incoming demand , helping assess priorities and gather business case details to inform portfolio decisions. - Assist in maintaining governance around intake processes , including documenting requests, coordinating demand sizing activities,...

Overview The Senior Business Systems Analyst is a part of the Product Management/Execution group that supports outlining and implementing software solutions.  Business Analysts must be able to efficiently reach an understanding of complex tasks while using this understanding to produce project artifacts that satisfy project objectives. The Business Analyst will work as a liaison among various stakeholders to elicit, analyze, communicate, validate and document requirements for changes to business processes, policies and information systems.  We are looking for someone insatiably inquisitive with attention to detail and empathetic to business needs, who will critically analyze and solve problems of a complex nature.  Must be a team player with strong communication skills. Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of the AmTrust organization.  Responsibilities Collaborate with...

Overview The Business Systems Analyst at AmTrust is the individual who has the primary responsibility to elicit, analyze, validate, specify, verify, and manage the real needs of the project stakeholders, including customers and end users.  The BSA serves as the conduit between the customer community and the software development team through which requirements flow.  They facilitate discussions amongst business stakeholders across the organization to ensure all groups impacted by a project are given an opportunity to provide the necessary feedback as functional requirements are gathered and confirmed.  Projects can range from minor enhancements to larger and more complex work items for insurance quoting and policy management systems, and responsibilities may include production support on assigned systems.    The BSA is responsible for working with IT to deliver software solutions for new and existing products and services within our company.   The BSA is...

Overview The Business Systems Analyst at AmTrust is the individual who has the primary responsibility to elicit, analyze, validate, specify, verify, and manage the real needs of the project stakeholders, including customers and end users.  The BSA serves as the conduit between the customer community and the software development team through which requirements flow.  They facilitate discussions amongst business stakeholders across the organization to ensure all groups impacted by a project are given an opportunity to provide the necessary feedback as functional requirements are gathered and confirmed.  Projects can range from minor enhancements to larger and more complex work items for insurance quoting and policy management systems, and responsibilities may include production support on assigned systems.    The BSA is responsible for working with IT to deliver software solutions for new and existing products and services within our company.   The BSA is...

Overview This position will be hybrid (4 days in-office, 1 day WFH) and can be worked in either our Jersey City, NJ or Cleveland, OH office.   AmTrust Financial Services, Inc. is a multi-national property and casualty insurance holding company that is looking for an Accountant I to join the Specialty Risk Division in Jersey City, NJ or Cleveland, OH. In this position, you will be responsible for the timely and accurate preparation of internal journal entries and account reconciliations and assist with external financial reporting prepared in accordance with Generally Accepted Accounting Principles (GAAP).    The expected salary range for this role is $60,000 - 70,000.     Please note that the salary information shown above is a general guideline only. Salaries are based upon a wide range of factors considered in making the compensation decision, including, but not limited to, candidate skills, experience, education and training, the scope and...

Description Summary: The Credit Review Team Leader will report directly to the Credit Review Group Manager. The ideal candidate is a proven credit risk manager with an exceptional delivery track record within a demanding environment. They possess a detailed working knowledge of the methodologies and techniques for performing credit risk review engagements and continuous monitoring activities associated with a strong independent credit review and/or segment risk function. Duties & Responsibilities: Serve as the departmental subject matter expert in Consumer/Scored Commercial Credit Risk, including originations, portfolio-level monitoring, risk management, credit data analysis and general knowledge of lending support area practices impact on credit risk within the financial services industry.  Develop and maintain working relationships with bank management, regulators, as well as with the broader Credit...

Position Title Branch Banking - Client Consultant II   Location Cleveland, OH 44111-2031   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team member(s) to achieve growth targets...

Overview In a support role to the team the Multi-Line Underwriting Assistant responsibilities include the following, but are not limited to: Responsibilities New Business support, such as, pre-bind risk analysis within prescribed authority, reconciliation of binds to ensure all issued. Renewal support including pre-underwriting review, quoting, system updates, data collection and any other non-core underwriting type duties as directed. Broker of record handling Endorsement review and pre-screening as directed Cancellation and reinstatement handling as directed. Recommendation review and handling. Special projects as needed Maintains ownership of tasks assigned and provide acceptable service standards when processing and assigning tasks. Provide agency support to assigned agents by answering general questions, providing endorsement status, cancellation status, billing inquires, etc. or directs to correct...

Position Title Branch Banking - Client Consultant II - Licensed   Location South Euclid, OH 44118   Job Summary Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth...

Description This position is available to be filled at any Huntington Bank Corporate office location.  Job Summary Huntington National Bank (“HNB”) is seeking Managing Director to originate and execute project financing, structured financing, and debt advisory within the project finance and infrastructure segment. Strategic objective of the division HNB is expanding its team of specialized project finance bankers. The Project Finance and Infrastructure (“PFI”) line of business is a crucial new growth strategy for HNB’s Structure Finance group and will offer the Banker the opportunity to play a leading role in building and evolving this growth business.   In this regard, knowledge leadership in this sector, building new client relationships and client income maximization will be a primary focus and responsibility of the Senior Coverage Banker (the “Banker”) in achieving his/her commercial objectives. The...

Description This position is available to be filled at any Huntington Bank Corporate office location.  Job Summary Huntington National Bank is seeking Director level Relationship Banker to originate and execute project financing, structured financing, and debt advisory within the project finance and infrastructure segment. Strategic objective of the division Huntington National Bank (“HNB”) is expanding its team of specialized project finance bankers. The Project Finance and Infrastructure (“PFI”) line of business is a crucial new growth strategy for Huntington Bank’s Structure Finance group and will offer the Banker the opportunity to play a leading role in building and evolving this growth business.   In this regard, knowledge leadership in this sector, building new client relationships and client income maximization will be a primary focus and responsibility of the Senior Coverage Banker (the...

Overview This position will be worked hybrid (Monday through Thursday in office, Fridays WFH) in either our Cleveland, OH or Jersey City, NJ office.   Position Overview: AmTrust Financial Services, Inc. is a multi-national property and casualty insurance holding company that is looking for an Accountant I to join the Specialty Risk Division in Jersey City, NJ or Cleveland, OH. In this position, you will be responsible for the timely and accurate preparation of internal journal entries and account reconciliations and assist with external financial reporting prepared in accordance with Generally Accepted Accounting Principles (GAAP).    The expected salary range for this role is $46,600 - 65,000.   Please note that the salary information shown above is a general guideline only. Salaries are based upon a wide range of factors considered in making the compensation decision, including, but not limited to, candidate skills, experience, education and...

Description Summary: Our Commercial Real Estate Group has an excellent entry level position available for an individual looking to gain more experience in the commercial real estate lending field. Duties & Responsibilities: Gather and analyze all financial and business information to determine credit worthiness for loans. Prepare a written evaluation of borrowers' financial condition and future outlook, as well as identify strengths and risks associated with our relationship sponsors and guarantors. Obtain and follow up on all required documents. Monitor financial reporting requirements and obtain and analyze financial and loan information. This position generally leads to a career in commercial real estate lending, either as a portfolio manager or relationship manager, and will include sales in either position. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree in...

Description This position can be located at any Huntington Bank Corporate office location. Summary:  The Managing Director – Project Finance and Infrastructure PM Team Leader (“Team Lead”) is a group leadership position. This role will lead a team of Portfolio Managers responsible for the management and oversight of the project finance credit portfolio at Huntington Bank, including new deal execution to support the group’s growth strategy. The Team Lead will serve as a subject matter expert in the PFI (including renewable energy, solar, Natural Gas Electricity Generation, Electric Transmission, and Public Private Partnership) and work closely with Relationship Managers as well as Credit Risk to drive profitable growth while protecting the Bank. The candidate will bring extensive industry knowledge and proven leadership skills to drive portfolio risk management and deal execution, and support the strategic...

Job Description Department: Transportation Industry Accounts Location: Cleveland, OH | Melbourne, FL OR Remote (Florida, Ohio, Texas) About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Job Summary: Join our team as a Commercial Lines Account Manager, where you’ll play a key role in supporting our transportation industry accounts. In this role, you will:...