Banking and Financial Services Jobs in Beachwood

Calling All B2B SALES Entrepreneurs!

Talus is an end-to-end payments solution provider on a mission to change the payments economy! Our solutions approach centers around our company values:

• Forge Trust
• Customer First
• Innovate to Win
• Succeed Together
• Foster Simplicity
• Embrace Inclusion

Be an entrepreneur:

As a Solution Consultant at Talus, you get to set appointments and interact with businesses of all sizes, across all industries and offer them something that will save them money and make their business more efficient. You will also have the opportunity to sell outside your market. In your role, you will be developing and selling new business through business walks, networking, and referral programs.

• Why merchants choose Talus video: culture video: does a great Solution Consultant do?

  
  

  We’re looking for energetic, tech-savvy, results-driven sellers for a field-based Solution Consultant position on the short-sales-cycle merchant services sales team. You will be able to offer a super customizable and dependable point of sale system designed to drive business efficiency, take more kinds of payments, help protect business and customer payment transactions, and grow business with our suite of value-added products.

  
  

  What You Will Do

  • Generate your own leads in this business-to-business environment (B2B), which may be complemented by referrals obtained from working relationships you build and develop.
  • Retain clients by building relationships and growing portfolios through relationship management and cross consulting.
  • Represent the values of embodying the highest ethical standards and treating others with dignity, respect, and genuine concern.
  • Able to commit fully to our 4-week training program without interruption.

  
  

  
  

  What You Will Need To Have:

  
  

  • Prior experience in a quota driven self-sourcing sales environment for small to medium size clients.
  • Experience with cold-calling in person and self-sourcing leads.
  • Experience developing a plan to effectively build your pipeline and generate top line revenue growth.
  • Entrepreneurial mind set and Self-Starter is a must.

  
  

  How our outside Solution Consultant (B2B Sales) are compensated: NO Cap on Earning potential.

  
  

  • Guarantee base pay
  • Monthly commission income - High residual split
  • Bi-weekly new account signing bonuses
  • Mileage Reimbursement

  
  

  What we provide our outside Solution Consultant (B2B Sales):

  
  

  • 401k with Company Match
  • 25x residual vesting buyback
  • Complete Benefits Package
  • Paid Training (field, virtual and classroom)
  • Monthly Performance Incentives
  • Company issued Tools
  • Trips/Recognition Programs

  
  

  Are you an entrepreneur? Your next step starts now. Apply now and let’s connect.

  
  

  Check out this video for the Insider scoop about this opportunity: Requirements:

  
  

  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to talk and hear. The employee is frequently required to sit for extended periods of time and tolerate unpredictable work hours. The employee is frequently required to walk; use hands and fingers to feel, handle, or operate objects, tools, or controls; and reach with hands and arms. Specific vision abilities required by this job include close vision and the ability to focus. In addition, the job requires employees to have the ability to hear and communication to customers and co-workers throughout the day for extended periods.

  
  

  Mental Requirements:

  
  

  The mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job; work and deadlines may impose pressure on a routine and frequent basis, substantive contacts with people in stressful situations, delicacy and unpredictability of contacts routinely may create significant/constant stress. Talus Payments is an EO Employer – Veterans/Disabled and other protected categories. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. This description reflects managements’ assignment of essential functions. It does not proscribe or restrict the tasks that may be assigned.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

About the Company

Are You a Sales Superstar? Join Our Winning Team! Are you an ambitious, results-driven individual with a passion for sales? Do you thrive in a fast-paced environment where your success is directly rewarded? If so, we want YOU to join our dynamic sales team!

About the Role

This is more than just a job – it’s an opportunity to build a lucrative career with a company that values your hard work. If you're looking for a role where effort equals rewards, apply today and start your journey to financial and professional success!

Responsibilities

• Competitive base salary + uncapped commission – your earning potential is in your hands!
• Comprehensive PAID training and ongoing mentorship to ensure your success.
• Company provided LEADS daily.
• Career growth opportunities – we promote from within!
• A vibrant, high-energy work environment with a supportive team culture.
• Performance-based incentives, bonuses, and rewards.
• Comprehensive benefits: Medical, Dental, Vision, LTD, & 401(k) participation, paid time off.

Reliance First Capital, LLC is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, any other characteristic protected by law.

North - Field Remote

Let’s go North, together.

Join our mission to build the largest suite of credit card processing and merchant services. It’s one simple payment platform backed by the most diverse payment companies. From credit card processing to back-office management, North points the way to smarter, faster, and just plain better payment solutions.

Sales Professional – SaaS, Software & Payment Processing

At North, we’re on a mission to be the easiest payments company to do business with - because let’s face it, running a restaurant or shop is already enough of a juggling act! That’s why we created the North Direct Field Sales (NDFS) team: to swoop in and save the day (or at least the checkout process).

North is shaking up how restaurants and retailers thrive, and we want you to be part of this revolution! As an NDFS Sales Professional, you’ll bring North’s state-of-the-art SaaS platform to life for local businesses—like a techy superhero, minus the cape.

We're building something BIG and we can not do it without top sales talent. Are you a passionate sales whiz who loves building connections and sealing deals? You’ll be using your consultative superpowers to help businesses find the perfect fit for their payment needs—all while working from home, with a flexible schedule that lets you be the boss of your calendar.

Oh, and about that green stuff. Sure, money can’t buy happiness—but it can definitely buy pizza, vacations, and the occasional inflatable flamingo for your pool. That’s why our top sales pros earn the most lucrative compensation in the SaaS & Payments space – we call it North ’25. Which includes sky-high weekly commissions, residuals for the life of their accounts, and even a slice of portfolio equity.

So if you’re ready to rock your neighborhood (or at least your sales territory), come join North and help us create a future where payments are the least of a business owner’s worries!

What you’ll do:

• Put together your ultimate playlist of local businesses and guide them through the entire sales cycle—first call to final high-five. Bonus points if you’re a lead-generation wizard.
• Forge rock-solid partnerships with local POS dealers, web designers, and BNI folks to build an unstoppable referral network.
• Perform demos so dazzling, prospects will feel like they’re front-row at a magic show.
• Team up with our awesome colleagues across North to make sure your promises turn into real results.
• Use Salesforce like a pro—think Jedi-level control over all your sales activities.
• Get to know the competition like it’s your favorite soap opera—and find ways to make North shine like polaris.

What we need from you:

• You’re at least 18 and have a valid driver’s license.
• Charisma that could charm the socks off anyone (plus strong communication, organizational, and presentation skills).
• Thrives in a fast-paced, startup vibe—where every day’s an adventure and “boring” doesn’t exist.
• A self-starter who can pivot on a dime and still shine brighter than the Vegas strip.
• Cold-calling and local canvassing experience? Even better.
• Knowledge of restaurants is a plus (because who doesn’t love good food?).
• Sales experience preferred, especially if you’re the type who loves the thrill of the chase and the rush of the close.
• This is a remote field sales role, but you’ve gotta live in the area—no teleportation allowed (yet).

Career path and perks:

• We’re big fans of promoting from within. Sales leadership, business development, revenue operations—the sky’s the limit.
• W2 status with medical, dental, life, and disability insurance—so you can stay healthy and happy.
• First-year pros in the top 25% can expect $90,000–$105,000+ with uncapped weekly commissions, lifetime residuals, and portfolio equity. Show us the money!
• We’ve got shout-outs galore, with peer and company recognition programs to keep you feeling like the rockstar you are.
• A 401(k) with matching to help you save up for that future yacht (or that future hammock).

Ready to start a fun and rewarding sales career? Apply now to join our rockstar sales team!

Who we are:

North, and our family of companies, are committed to helping entrepreneurs grow their businesses. As an end-to-end payment solutions company, we provide everything business owners need to get paid, whether they serve customers in a physical storefront, online, or both. We pride ourselves on being large enough to offer customized solutions to our enterprise-level clients while remaining agile enough to take an award-winning, hands-on approach to personal service that our merchants won’t find anywhere else.

What we offer:

We offer a comprehensive benefits package that enables our teams to live a life well lived, both personally and professionally. Some of our perks include:

• Medical, Dental, & Vision Coverage
• 401(k) + Match
• Education Assistance
• Mental Health Support & Well-Being Program
• Company-funded Lifestyle Spending Account

Let’s go North, together! Our most important resource is our people. Join our diverse team of innovators and do-ers and make your mark on the future of payments technology. We're proud to offer benefits that help our team members further their overall well-being through unique initiatives that are both personally and professionally fulfilling.

At North, we celebrate diversity and create an inclusive environment for everyone. We are an equal opportunity employer.

To learn more about North, and our family of companies, visit our website:

Commercial Banking Project Manager

Contract Type: 6-Month Contract (Possible Extension)

Location: Hybrid – Columbus, OH; Cleveland, OH; Cincinnati, OH; or Detroit, MI

Work Schedule: Monday–Friday | 8am–5pm

Pay: $60/hr

Start Date: Flexible- ASAP

Overview:

This role supports our client’s Commercial Strategy team, driving cross-functional strategic initiatives tied to market expansion, credit improvement, integration support, and process optimization. The team is expanding and looking for a Program Manager who can manage large, high-visibility projects while also supporting the day-to-day execution and coordination of ongoing initiatives.

The ideal candidate brings strong change management expertise, executive communication experience, and the ability to navigate ambiguity while partnering closely with senior leadership to ensure seamless integration and delivery across multiple business lines.

Responsibilities:

• Lead and mobilize strategic initiatives across the Commercial Bank
• Facilitate project planning, execution, and stakeholder alignment
• Oversee process improvement and reporting framework initiatives
• Manage timelines, deliverables, and communications across 20–30 projects
• Partner closely with leadership to drive consistency and accountability
• Support strategic and market deployment efforts across key functions

Required Skills & Experience:

• 5+ years of Project or Program Management experience (large-scale initiatives)
• Proven success leading cross-functional teams in a complex environment
• Strong Change Management expertise (must-have)
• Proficient in PowerPoint and Excel; Visio exposure is a nice to have
• Excellent communication and executive presentation skills
• Background in Banking or Financial Services highly preferred
• PMP certification a plus, not required

Duration: 9 months contract (with possible extension)

RESPONSIBILITIES

• The Treasury Operations Department is responsible for processing transactions and preparing both internal and regulatory reports associated with the Investment Portfolio, Collateral Management, Funding (including Liabilities), and Safekeeping functions.
• The Operations Analyst maintains an accurate and current system of record that reflects all Treasury-related transactions. Treasury Operations primarily supports multiple Lines of Business and its affiliates. Portfolio responsibilities encompass managing fixed income securities such as bonds, settling trades involving fixed income and equities, processing principal and interest payments, and reconciling General Ledger entries.
• Funding activities include administering company’s debt issuances and borrowings, overseeing principal and interest payments, monitoring aggregate cash positions at the Federal Reserve, conducting due from account reviews, initiating large-value wire transfers, and reconciling General Ledger entries.
• Collateral management tasks involve pledging securities to support various contracts, products, and public deposits, as well as monitoring collateral surpluses or deficits daily across all positions. Safekeeping duties include executing buy and sell transactions, handling principal and interest processing, distributing trade confirmations and receipts, and ensuring accurate reconciliation of General Ledger entries.
• The department consistently prepares managerial, financial, and regulatory reports and upholds robust internal controls to ensure full compliance with SOX regulations.

ESSENTIAL JOB FUNCTIONS

• Demonstrated working knowledge of accounting principles and general ledger structures, with the capability to create and maintain balanced entries.
• Accurately prepares and delivers information for managerial and financial reports in compliance with Service Level Agreements.
• Builds strong relationships with Line of Business Partners to effectively address and resolve discrepancies by providing detailed support.
• Actively participates in departmental projects.
• Skilled in researching and analyzing both typical and atypical patterns and trends.
• Proficient in performing all functions at the primary desk, as well as supporting and providing backup across multiple desks/functions within the department
• Experienced in working within various financial platforms.
• Collaborates independently with technology partners to define, test, and implement bug fixes and minor system enhancements.
• Proactively identifies and implements opportunities for process improvement.
• Maintains a high level of attention to detail in daily functions, consistently recognizing, identifying, and processing transactions accurately.
• Conducts thorough research using available resources within designated timeframes.
• Makes sound decisions under tight deadlines and pressure.
• Performs and executes accurate balancing reconciliations between systems and general ledgers.
• Effectively manages multiple tasks with minimal supervision.
• Self-motivated and results-oriented, with the ability to work efficiently under deadlines and contribute successfully within a team environment.

REQUIRED QUALIFICATIONS

• Proficient in Trade and wire systems, including Lightning and Collateral Matrix Database.
• Minimum three years’ experience in financial operations, with knowledge of Fixed Income securities, paydowns, pricing, and security movements.
• Strong analytical and decision-making skills.
• Excellent organization and attention to detail.
• Able to work independently.
• Willingness to work extended hours when needed.
• Advanced Microsoft Excel skills (including Vlookups); strong Microsoft Suite proficiency.
• Quick learner with aptitude for diverse financial products.
• Effective communicator.
• Professional, knowledgeable, and able to maintain confidentiality while working with clients at all levels.
• Adaptable to change.
• Strong problem-solving skills and ability to implement solutions.

PREFERRED QUALIFICATIONS

• Bachelor’s Degree in Accounting or Finance and/or equivalent work experience in an Operations environment.
• Ability to learn new concepts quickly and develop an in-depth knowledge of a wide variety of functions.
• Working knowledge of the Lightning (LFM) database system.
• Working knowledge of free security movements utilizing FED and/or BONY Mellon systems.
• Working knowledge of the CMS (Collateral Management System) database.

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Recruiter Details:

Name: Nil

Email:

Internal Id: 26-03829

CFO & Enterprise Value, and we partner with Finance executives to drive value across the enterprise. As Finance leaders move into business partner roles, they need processes, technology and people to help drive efficiencies, manage costs, improve profitability, and identify new areas of opportunity. We’ve got the deep industry experience, functional proficiency, insightful analytics, and the digital technology leadership to help our clients reinvent themselves. Whether we are improving processes, transforming the digital core, or harnessing the power of GenAI, we solve our clients’ toughest problems. Visit us here to find out more about CFO-Enterprise Value.

A leader in digital finance with a strong curiosity for understanding clients' businesses and a client-centric approach. You excel at solving complex CFO problems by aligning financial strategies with overall business goals. Your expertise in finance functions, combined with your ability to develop innovative solutions, and your curiosity for how your clients business works and can grow makes you a trusted advisor to senior leadership.

• 
  
• Help clients modernize their finance functions by consulting with internal and external teams to set vision, strategy, goals, and key outcomes.
  
• Provide the CFO and their teams with the right data and insights to create a compelling change narrative and drive shareholder value.
  
• Understand the client’s challenges and use knowledge of related leading practices, to provide solutions to complex business problems.
  
• Serve as a Subject Matter Advisor for other Accenture projects and proposals based on your area of expertise.
  
• Manage engagement risk, project economics, deliverable content, and ensure client buy-in.
  
• Be a trusted advisor to senior leadership.
  
• Encourage innovation from team members; support their ideas and career goals.
  
• Create strategies and blueprints that use advanced operating models, processes, and emerging technologies to improve operations and re-define how work gets done.
  
• Oversee clients digital transformations, help them drive efficiency, effectiveness, experience, and growth: identify needed skillsets, data, operating models, process automation, analytics, workflows, and enabling technology (i.e. FinTech apps, AI/ML/GenAI, etc).
  
• Find modern technology and data solutions for clients and share best practices across the industry.
  
• Help Grow the practice by participating and be accountable for driving key business development activities and cycles.
  
• Stay on top of current trends, technologies, and regulations influencing digital finance, analytics, and the CFO ecosystem.
  
• Drive incremental sales by leading and assembling the requisite teams to respond to proposals.
  

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• Minimum 8 years of finance and/or accounting with management consulting experience.
  
• Significant engagement management as well as business, practice, and people development.
  
• Demonstrated curiosity for knowing everything about a client's industry and business and translating that into the right-fit finance and/or enterprise solutions to best accomplish overall business strategy and objectives.
  
• Demonstrated intellectual curiosity to understand emerging technologies and how they can create a better experience for Finance employees and create a better output for Finance stakeholders.
  
• Experience designing finance, accounting, planning, forecasting, reporting, data & analytic operating models across talent, process, data, and technology.
  
• Solid understanding of the Finance function, operating models, supporting organization structures, process best practices, and key interdependencies with non-finance stakeholders and other 3rd party interactions.
  
• Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case.
  
• Demonstrated ability to lead key solutioning and problem solving workshops with clients.
  
• Demonstrated ability to interface effectively with senior level (C suite) clients individually and as a member of an engagement team.
  
• Strong experience in one of the following industries: Banking, Insurance, Consumer Goods & Retail, Energy, Health, High-Tech Industrial, or Utilities.
  
• Bachelor's degree.
  

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• You have significant Finance transformation experience working across a number of Finance function areas.
  
• You’ve worked with or are conversant in Finance technology and data solutions across accounting, tax, treasury, planning, and reporting & analytics.
  
• You are familiar with emerging and modern technologies and tools (eg. Gen AI) and can describe them to the CFO in a simple and understandable way.
  
• You’re comfortable with ERP/EPM technology platforms and know your way around SAP, Oracle, Workday, Anaplan, One Stream applications and understand the interdependencies across the rest of the finance and enterprise technology landscape.
  
• You’ve got an MBA or another type of advanced degree.
  

Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here.

Role Location Annual Salary Range

California $132,500 to $302,400

Cleveland $122,700 to $241,900

Colorado $132,500 to $261,300

District of Columbia $141,100 to $278,200

Illinois $122,700 to $261,300

Maryland $132,500 to $261,300

Massachusetts $132,500 to $278,200

Minnesota $132,500 to $261,300

New York/New Jersey $122,700 to $302,400

Washington $141,100 to $278,200

Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.

If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at 1 (877) 889-9009 or send us an email or speak with your recruiter.

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For details, view a copy of the Accenture Equal Opportunity and Affinitive Action Policy Statement.

Accenture is an EEO and Affinitive Action Employer of Females/Minorities/Veterans/Individuals with Disabilities.

Accenture is committed to providing veteran employment opportunities to our service men and women.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.

Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.

The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

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The client is seeking a dynamic Vice President of Strategic Finance to spearhead financial planning and analysis.

This leadership role involves directly partnering with senior executives to drive financial strategy, operational performance, and long-term fiscal planning.

The successful candidate will oversee budget forecasting, variance analysis, and financial modeling, ensuring alignment with organizational goals.

This position requires deep analytical skills and strategic thinking to implement financial initiatives that support the clients growth and efficiency goals.

Core responsibilities include leading the finance team to deliver robust financial insights and recommendations.

You will be responsible for presenting financial results and forecasts to the executive committee, providing guidance on potential risks and opportunities.

Additionally, this role involves close collaboration with various departments to integrate financial planning with business operations.

By fostering a culture of continuous improvement, the Vice President of Strategic Finance will contribute to enhancing financial processes and leveraging data to inform decision-making and drive sustainable growth.

Ideal candidates will have extensive experience in financial leadership roles, with a proven track record of strategic management and effective communication skills.

Experience in financial systems and a strong understanding of market and economic trends are crucial.

A background in strategic planning, along with a deep knowledge of financial modeling and analysis, is essential for success in this role.

The client values innovation and proactivity, seeking a candidate who can demonstrate an entrepreneurial mindset and a passion for achieving excellence in financial management.