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Financial Inclusion Manager Jobs in Ohio (NOW HIRING)

Copeland

Senior Financial Analyst

Sidney, OH · Hybrid

$79K - $98K/yr

Knowledge of Hyperion Financial Management software * Knowledge of OneStream software * Familiarity ... Our Commitment to Inclusion & Belonging At Copeland, we cultivate a strong sense of inclusion and ...

Copeland

Senior Financial Analyst

Sidney, OH · On-site

$79K - $98K/yr

Knowledge of Hyperion Financial Management software * Knowledge of OneStream software * Familiarity ... Our Commitment to Inclusion & Belonging At Copeland, we cultivate a strong sense of inclusion and ...

Paul Mitchell

Financial Aid Services Advisor

Columbus, OH · On-site

$19.50 - $25/hr

... inclusion policies. ESSENTIAL FUNCTIONS * Provide advising throughout the financial aid process to ... and cash management * Attend and actively participate in school functions and professional ...

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Financial Inclusion Manager information

What are the key skills and qualifications needed to thrive as a financial inclusion manager, and why are they important?

To thrive as a Financial Inclusion Manager, you need expertise in financial services, regulatory knowledge, and a background in economics or business, often supported by a relevant degree. Familiarity with digital banking platforms, mobile payment technologies, and data analysis tools is commonly required, along with certifications such as CFA or financial inclusion-specific training. Strong communication, stakeholder engagement, and cultural sensitivity are crucial soft skills for building trust and promoting inclusive financial solutions. These skills enable managers to effectively design, implement, and scale financial products that reach underserved communities, driving both social impact and organizational success.

What are some common challenges faced by a financial inclusion manager when implementing new programs in underserved communities?

Financial Inclusion Managers often encounter challenges such as building trust within underserved communities, overcoming regulatory and infrastructural barriers, and tailoring financial products to meet diverse local needs. Establishing strong partnerships with community organizations and local leaders is crucial for successful outreach. Additionally, navigating limited access to digital tools and ensuring financial literacy among target populations are ongoing priorities that require creative, culturally sensitive solutions.

What does a financial inclusion manager do?

A Financial Inclusion Manager is responsible for developing and implementing strategies to increase access to financial services for underserved or marginalized communities. They work with banks, nonprofits, government agencies, and other stakeholders to design products, programs, and policies that promote economic participation. Their role often includes conducting research, analyzing barriers to financial access, and measuring the impact of inclusion initiatives. By fostering partnerships and creating innovative solutions, Financial Inclusion Managers help ensure that more individuals and businesses can participate in the formal financial system.

What is the difference between Financial Inclusion Manager vs Microfinance Officer?

AspectFinancial Inclusion ManagerMicrofinance Officer
CredentialsRelevant degrees in finance, economics, or development; certifications like CFEP or microfinance certificationsSimilar credentials; often requires finance or development background; microfinance certifications beneficial
Work EnvironmentStrategic roles in NGOs, banks, or government agencies focusing on policy and program developmentFieldwork in communities, client assessment, loan processing in microfinance institutions
Employer & IndustryFinancial institutions, development agencies, NGOsMicrofinance institutions, banks, NGOs

While both roles focus on improving access to financial services, the Financial Inclusion Manager typically develops strategies and policies at a higher level, whereas the Microfinance Officer works directly with clients to provide microloans and financial services. The roles often overlap in skills and certifications but differ mainly in scope and work environment.

What are the most commonly searched types of Financial Inclusion jobs in Ohio?

The most popular types of Financial Inclusion jobs in Ohio are:

What are popular job titles related to Financial Inclusion Manager jobs in Ohio?

For Financial Inclusion Manager jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Financial Inclusion Manager jobs in Ohio look for?

The top searched job categories for Financial Inclusion Manager jobs in Ohio are:

Financial Inclusion Manager jobs near you

Senior Financial Analyst

Copeland

Sidney, OH • Hybrid

$79K - $98K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 18 days ago

Copeland rating

8.1

Company rating: 8.1 out of 10

Based on 40 frontline employees who took The Breakroom Quiz

155th of 490 rated machine equipment manufacturers

Job description

About Us

We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead.

Whether you are a professional looking for a career change, an undergraduate student exploring your first opportunity, or recent graduate with an advanced degree, we have opportunities that will allow you to innovate, be challenged and make an impact. Join our team and start your journey today!

Job Description

If you are a Finance Professional looking for an opportunity, we have an opportunity for you. Based in ourSidney, OHlocation, you will support the accurate and timely preparation and reporting financial information to leadership teams. This position will be key in completing reconciliations, analysis of general ledger accounts, monthly journal entries and needed financial reports.

AS SR. FINANCIAL ANALYST, YOU WILL:

  • Create and enter manual journal entries and prepare reconciliations for month end close and maintain supporting workpapers and analyses.
  • Coordinate monthly billings related to centralized charges and work with company legal entities to ensure proper recording of such charges.
  • Perform account analysis of various general ledger accounts. Identify and resolve issues and implement process improvements.
  • Prepare monthly, quarterly, and annual reports to meet Company and Government reporting requirements.
  • Support field work of internal and external auditors.
  • Participate in department and/or cross-functional projects and provide other ad-hoc analysis as needed.
  • Engage with technical teams and other resources working on Oracle and process improvement initiatives to identify and implement process improvement opportunities.

Flexible Work Schedule - Remote Work Option and Core Hours:

This role has the flexibility of a remote work option up to two days a week. Our teams work together to ensure our chosen work schedules enable our creativity and productivity as we serve the needs of our customers.

REQUIRED EDUCATION, EXPERIENCE, & SKILLS:

  • Bachelor's Degree in Accounting plus four (4) or more years of relevant experience.
  • The candidate should possess strong working knowledge of Generally Accepted Accounting Principles and cost accounting theories and practices.
  • Proficiency in Microsoft Excel skills, including the use of linked spreadsheets, data downloads, complex formulas, and pivot tables.
  • Must have the ability to meet strict deadlines and balance multiple priorities.
  • Must have strong analytical and communication skills.
  • Must be able to work productively in a team and independently.
  • Must be authorized to work in the United States without sponsorship now or in the future.

PREFERRED EDUCATION, EXPERIENCE, & SKILLS:

  • Prior experience with Oracle financial applications
  • Proficiency in Microsoft Office products (Outlook, Word, Power Point) including advanced functions
  • Knowledge of Hyperion Financial Management software
  • Knowledge of OneStream software
  • Familiarity with data analytics tools (Domo, Power BI, Power Query)
  • Advanced Excel Skills
  • Prior public accounting experience
  • CPA and/or CMA certification(s)

#LI-KC2

#LI-Hybrid

Our Commitment to Our People

Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That's why everything we do is geared toward a sustainable future-for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial.

Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally.

Flexible and competitive benefits plans offer the right options to meet your individual/family needs: medical insurance plans, dental and vision coverage, 401(k) and more. We provide employees with flexible time off plans, including paid parental leave, vacation and holiday leave.

Together, we have the opportunity - and the power - to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future. Learn more about us and how you can join our team!

Our Commitment to Inclusion & Belonging

At Copeland, we cultivate a strong sense of inclusion and belonging where individuals of all backgrounds, and with diverse perspectives, are embraced and treated fairly to enable a stronger workforce. Our employee resource groups play an important role in culture and community building at Copeland.

Work Authorization

Copeland will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1 with OPT or CPT, H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Equal Opportunity Employer

Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.

If you have a disability and are having difficulty accessing or using this website to apply for a position, please contact: copeland.careers@copeland.com

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