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Remote Behavioral Finance Jobs in Ohio (NOW HIRING)

ViaQuest

Finance Manager

Dublin, OH · On-site +1

Experience in healthcare, behavioral health, home health, or human services is preferred. This ... and remote work. R emote candidates will also be considered for this position based on ...

Osaic

Sr. Financial Planning Strategist

Cincinnati, OH · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... work and behavioral styles, political affiliation, military service, caste, or any other ...

Osaic

Sr. Financial Planning Strategist

Columbus, OH · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... work and behavioral styles, political affiliation, military service, caste, or any other ...

Vertiv Co

Controls Engineer (Remote)

Delaware, OH · On-site +1

$79K - $102K/yr

This position can be remote out of the US. This individual will be responsible for the architecture ... Financial Strength VERTIV BEHAVIORS Own it Act with urgency Foster a customer-first mindset Think ...

Vertiv Group Corp.

Controls Engineer (Remote)

Delaware, OH · On-site +1

$79K - $102K/yr

This position can be remote out of the US. This individual will be responsible for the architecture ... Financial Strength VERTIV BEHAVIORS • Own it • Act with urgency • Foster a customer-first ...

Nationwide

OIPA Configuration Specialist

Columbus, OH · Remote

Open to remote for highly qualified candidates. #LI-REMOTE #LI-SM1 Summary Our Nationwide Financial ... behavior. May perform other responsibilities as assigned. Reporting Relationships: Reports to ...

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Remote Behavioral Finance information

What is remote behavioral finance?

Remote behavioral finance refers to the study and application of behavioral finance principles—how psychological factors influence financial decisions—conducted in a remote or virtual setting. Professionals in this field analyze patterns in investor behavior, biases, and decision-making processes using digital tools and communication platforms. They may work with individuals or organizations to help improve financial outcomes by addressing cognitive biases and emotional influences, all while working from a distance rather than in a traditional office. The remote aspect allows for greater flexibility, access to a wider range of clients, and the use of technology to gather and analyze data.

What are the key skills and qualifications needed to thrive as a remote behavioral finance specialist?

To thrive as a Remote Behavioral Finance Specialist, you need expertise in finance, psychology, and data analysis, often supported by a degree in finance, economics, or behavioral science. Familiarity with analytical tools like Excel, statistical software (such as SPSS or R), and financial planning platforms is typically required. Strong communication, critical thinking, and empathy help you effectively interpret client behaviors and provide actionable advice. These skills enable you to understand and positively influence financial decision-making, which is vital for improving client outcomes in a remote setting.

What are some common challenges faced by professionals in remote behavioral finance roles, and how can they be addressed?

Remote behavioral finance professionals often encounter challenges related to collaborating with cross-functional teams, as effective communication and the sharing of behavioral insights can be more difficult without in-person interactions. Additionally, staying updated on evolving behavioral research and integrating findings into financial strategies requires proactive engagement and self-motivation. To overcome these challenges, professionals should prioritize regular virtual meetings, utilize collaborative platforms, and participate in online industry forums or webinars to maintain strong connections and stay informed about best practices.

What are the most commonly searched types of Behavioral Finance jobs in Ohio?

The most popular types of Behavioral Finance jobs in Ohio are:

What are popular job titles related to Remote Behavioral Finance jobs in Ohio?

For Remote Behavioral Finance jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Remote Behavioral Finance jobs in Ohio look for?

The top searched job categories for Remote Behavioral Finance jobs in Ohio are:

What cities in Ohio are hiring for Remote Behavioral Finance jobs?

Cities in Ohio with the most Remote Behavioral Finance job openings:

Remote Behavioral Finance jobs near you

Finance Manager

Dublin, OH • On-site, Remote

ViaQuest
Individual, Family and Community Social Assistance • 1 - 5K employees

6.2

Company rating: 6.2 out of 10

Based on 32 frontline employees who took The Breakroom Quiz

108th of 245 rated social care providers

People enjoy working here

Paid breaks

Recommended by parents

Learn more about ViaQuestexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago

Job description

Finance Manager
A Great Opportunity / Full-Time

ViaQuest is seeking a strategic, detail-oriented Finance Manager to report directly to the Chief Financial Officer (CFO). This role is responsible for managing the organization's financial reporting, budgeting, forecasting and financial analysis while serving as a trusted business partner to the CFO and operational leadership. The Finance Manager will play a key role in ensuring financial accuracy, supporting strategic initiatives, improving financial processes, and delivering timely insights that help guide organizational decision-making.

Key Responsibilities may include:
  • Serve as the primary finance partner to the CFO, providing financial analysis and decision support.
  • Prepare accurate monthly, quarterly, and annual financial statements and executive reporting packages.
  • Lead the annual budget process, periodic forecasts, and variance analysis.
  • Analyze financial performance and identify trends, risks, and opportunities for improvement.
  • Develop dashboards and key performance indicators to support leadership decision-making.
  • Monitor cash flow and assist the CFO with financial planning and strategic initiatives.
  • Recommend and implement process improvements that increase efficiency, accuracy, and scalability.
  • Collaborate with operational leaders across the organization to support financial planning and performance.
  • Serve as a backup resource for the CFO on key financial matters as needed.
Requirements for this position include:
  • Bachelor's degree in Accounting, Finance, or a related field required.
  • CPA, CMA, or MBA preferred.
  • Five or more years of progressive accounting or finance experience, including leadership responsibilities.
  • Strong knowledge of financial reporting, budgeting, forecasting, internal controls, and GAAP.
  • Advanced Microsoft Excel skills with strong analytical and problem-solving abilities.
  • Excellent communication skills with the ability to present financial information to leaders across the organization.
  • Strong organizational skills and the ability to manage multiple priorities in a dynamic environment.
Preferred Qualifications
  • Experience with Microsoft Dynamics 365 Business Central (or Microsoft Dynamics 365 Finance) is strongly preferred.
  • Experience creating financial dashboards and reports using Microsoft Power BI.
  • Candidates who do not have direct experience with these platforms should demonstrate a proven ability to quickly learn and effectively utilize new financial systems and technologies.
  • Experience leading ERP implementations, system upgrades, or finance transformation initiatives is highly desirable.
  • Experience in healthcare, behavioral health, home health, or human services is preferred.
This position is based at ViaQuest's Dublin, Ohio office and is designed as a hybrid role, with a combination of in-office and remote work. Remote candidates will also be considered for this position based on qualifications, experience, and business needs.
What ViaQuest can offer you:
  • Paid training.
  • Benefit package for full-time employees (including medical, vision, dental, disability and life insurance and a 401k).
  • Employee discount program.
  • Paid-time off.
  • Employee referral bonus program.
About ViaQuest
To learn more about ViaQuest visit: http://viaquestinc.com
From Our Employees To You
http://careers.viaquestinc.com/viaquest-culture-of-choice/
Would you like to refer someone else to this job and earn a bonus? Participate in our referral program!
https://www.viaquestinc.com/contact/external-referral-program/
Do you have questions?
Email us at Careers@ViaQuestInc.com
ViaQuest logo

About ViaQuest

Sourced by ZipRecruiter

ViaQuest is a healthcare organization based in Grove City, Ohio, in the United States. The company operates within the healthcare industry, providing services that cater to the diverse needs of its clientele. ViaQuest's offerings span a broad range; from home health and hospice care to mental health treatment, disability services, and veteran services. The company was founded in 1999 with a mission to provide quality, affordable, and person-centered care, a mission that remains core to its operations over twenty years later. ViaQuest prides itself on its innovative approach to healthcare, using a unique blend of technology and individual-based care to provide services, ultimately aiming to improve outcomes for all of their patients.

Industry

Individual, family and community social assistance

Company size

1,001 - 5,000 Employees

Headquarters location

Dublin, OH, US

Year founded

1999

Social media

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What ViaQuest employees say

Pay

Benefits

Hours and flexibility

Workplace

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