Current jobs related to Lead Financial Strategy Consultant - Baltimore, Maryland - CFA Institute

  • Senior Financial Advisor

    2 weeks ago

    Baltimore, Maryland, United States Thompson Financial Group Full time

    Financial Advisor Job DescriptionThompson Financial Group is seeking an experienced financial advisor to join our team. As a financial advisor, you will work closely with clients to understand their financial goals and develop personalized plans to achieve them.Key Responsibilities:Customize financial plans for each client based on their unique needs and...

  • Financial Manager

    1 month ago

    Baltimore, Maryland, United States Creative Financial Staffing Full time

    Finance Manager RoleAre you a skilled accountant looking to make a meaningful impact in a purpose-driven organization? We're seeking a talented Finance Manager to join our team at Creative Financial Staffing.This is a unique opportunity to leverage your expertise in financial management, accounting, and leadership to drive business growth and success. As a...

  • Financial Services Professional

    2 weeks ago

    Baltimore, Maryland, United States Kestra Financial Full time

    About UsMelnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success.Role OverviewWe are...

  • Investment Consultant

    2 weeks ago

    Baltimore, Maryland, United States CareFirst BlueCross BlueShield Full time

    Job SummaryThe Investment Consultant is a critical role within the Treasury and Investments department at CareFirst BlueCross BlueShield. This position is responsible for the financial administration of the company's pension and 401(k) plans, ensuring compliance with regulatory requirements and optimizing investment strategies to meet business objectives.Key...

  • Director of Revenue Analytics and Strategy

    2 weeks ago

    Baltimore, Maryland, United States Johns Hopkins Medicine Full time

    Job SummaryAs a key member of the Johns Hopkins Medicine team, the Director of Revenue Analytics and Strategy will be responsible for leading the development and implementation of revenue management strategies to optimize financial performance. This role will involve directing budgeting, forecasting, compliance, pricing, and cost report activities, as well...

  • Financial Manager

    2 months ago

    Baltimore, Maryland, United States Creative Financial Staffing Full time

    Job Summary:Creative Financial Staffing is seeking a highly skilled Financial Manager to join our team. As a key member of our accounting department, you will be responsible for leading the annual audit process, overseeing general ledger accounting, and managing the preparation and analysis of monthly budget-to-actual reports and annual financial...

  • Chief Financial Officer

    1 week ago

    Baltimore, Maryland, United States Woodridge and Scott Consulting Full time

    Chief Financial OfficerWoodridge and Scott Consulting is seeking a seasoned Chief Financial Officer to lead its financial operations. The ideal candidate will have a strong background in financial management, strategic planning, and leadership.Key ResponsibilitiesOversee the company's financial planning and analysis, ensuring accurate and timely financial...

  • Director of Revenue Analytics and Strategy

    2 weeks ago

    Baltimore, Maryland, United States Johns Hopkins Medicine Full time

    Job SummaryAs the Director of Revenue Analytics and Strategy, you will be responsible for leading the development and implementation of revenue growth strategies, as well as overseeing the budgeting, forecasting, and compliance processes. This role requires a strong understanding of healthcare reimbursement regulations, cost accounting, and operations.Key...

  • Senior Manager, CX Strategy Lead

    1 month ago

    Baltimore, Maryland, United States Merkle Full time

    Job Title: Senior Manager, CX StrategyAt Merkle, we're seeking a seasoned Senior Manager, CX Strategy to join our team of talented marketers. As a key member of our CX Strategy team, you'll play a critical role in helping our clients achieve their business goals.About the RoleWe're looking for a strategic thinker with a deep understanding of customer...

  • Senior Financial Products Manager

    4 days ago

    Baltimore, Maryland, United States OneMain Financial Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Products Manager to lead our credit and pricing initiatives. As a key member of our team, you will be responsible for setting and evangelizing the vision that achieves business objectives, such as growth in new money, reduction in costs and transition to a modern target state tech platforms.Key...

  • Director of Revenue Analytics and Strategy

    4 days ago

    Baltimore, Maryland, United States Johns Hopkins Medicine Full time

    Job SummaryAs the Director of Revenue Analytics and Strategy at Johns Hopkins Medicine, you will be responsible for directing budgeting, forecasting, compliance, pricing, and cost report activities. This role reports directly to the VP Revenue Mgmt & Reimbursement and interacts with Senior Managers, Administrators, Physicians, Health Services Cost Review...

  • Financial Services Professional

    2 weeks ago

    Baltimore, Maryland, United States Kestra Financial Independent Advisor Full time

    About UsMelnick Rosenbaum Wealth Management is a leading independent advisory firm based in the United States, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success.Role OverviewWe are...

  • Financial Services Professional

    2 weeks ago

    Baltimore, Maryland, United States Kestra Financial Independent Advisor Full time

    About UsMelnick Rosenbaum Wealth Management is a leading independent advisory firm based in Maryland, known for delivering personalized financial strategies to individuals and businesses.We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success. Our firm is committed to...

  • Financial Services Professional

    3 weeks ago

    Baltimore, Maryland, United States Thompson Financial Group Full time

    Job OpportunityThompson Financial Group is seeking an experienced financial advisor to join our team. As a financial services professional, you will work closely with clients to understand their financial goals and develop customized plans to achieve them.Key ResponsibilitiesConduct thorough financial analyses to identify areas for improvement and develop...

  • Financial Sales Consultant

    1 week ago

    Baltimore, Maryland, United States Facet LLC Full time

    Job SummaryAs a Financial Sales Consultant at Facet LLC, you will play a crucial role in bringing prospective members onboard and conveying the value of our services. Your primary responsibility will be to work directly with our team to select the correct membership for a successful member experience.Key ResponsibilitiesWork directly with prospective members...

  • Director of Revenue Analytics and Strategy

    4 weeks ago

    Baltimore, Maryland, United States Johns Hopkins Medicine Full time

    Job SummaryAs a key member of the Johns Hopkins Medicine team, the Director of Revenue Analytics and Strategy will be responsible for leading the development and implementation of revenue management strategies to drive business growth and profitability.This role will require a strong understanding of healthcare reimbursement regulations, cost accounting, and...

  • Senior Financial Analyst

    4 weeks ago

    Baltimore, Maryland, United States Creative Financial Staffing Full time

    About the OpportunityCreative Financial Staffing is seeking a highly skilled Senior Project Accountant to join our team in Catonsville, MD. As a Senior Project Accountant, you will play a critical role in supporting the company's financial operations and ensuring the accuracy and timeliness of financial reporting.Job DutiesPrepare and process billing,...

  • Financial Management Modernization Lead

    4 weeks ago

    Baltimore, Maryland, United States Guidehouse Full time

    Job Title: Financial Management Modernization Functional LeadGuidehouse is seeking a highly skilled Financial Management Modernization Functional Lead to join our team. As a key member of our PMO team, you will provide technical leadership and support to our clients in their financial management modernization efforts.Job Summary:We are looking for a seasoned...

  • Financial Management Modernization Procurement Lead

    2 weeks ago

    Baltimore, Maryland, United States Guidehouse Full time

    Job Overview:Guidehouse is seeking a highly skilled and strategic Functional Lead specializing in ERP Procurement and Sourcing. This role is pivotal in leading the discovery, current state analysis, requirements gathering, and future state definition of a large client's financial management system modernization as a Procurement function subject matter...

  • Financial Director

    1 month ago

    Baltimore, Maryland, United States Creative Financial Staffing Full time

    Director of Budgeting & Financial ReportingOur client, a leading non-profit organization in Baltimore County, MD, is seeking a seasoned and analytical Director of Budgeting & Financial Reporting to join their team. This is a hybrid role, offering a blend of remote work and 1-2 days on-site/work presence, promoting work-life balance.About the Role:The...

Lead Financial Strategy Consultant

2 months ago

Baltimore, Maryland, United States CFA Institute Full time

Job Family :
Finance & Accounting Consulting

Travel Required :
Up to 10%

Clearance Required :
Active Top Secret SCI with Polygraph

Role Overview :
As a key member of our Finance consulting team, you will assist clients in enhancing the efficiency of their financial operations. This dynamic group provides guidance on comprehensive financial oversight and corporate performance enhancement.

The Advisory Financial Management team has a deep understanding of the fundamental operational frameworks within finance departments across various organizations, from emerging start-ups to large multinational corporations.

Successful candidates typically possess a background in refining transactional and decision-making processes, upgrading supporting technologies, and optimizing organizational structures to ensure each process functions effectively and efficiently.

Essential skills include strong written and verbal communication abilities, alongside expertise in change management.

Qualifications :
An ACTIVE and CURRENT TOP SECRET/SCI federal security clearance with a Counterintelligence (CI) polygraph; candidates must be prepared to transition to a Full Scope (FS) polygraph after onboarding.
A Bachelor's degree is required.
A minimum of THREE (3) years of experience in finance-related fields such as budgeting, accounting, or auditing.

Preferred Qualifications :
An ACTIVE and CURRENT TS/SCI clearance with Full Scope (FS) polygraph
Professional certifications such as CPA, CGFM, or CDFM
Demonstrated understanding of federal accounting and auditing standards, including financial statement audits, internal controls, audit liaison roles, financial reporting, and business process reengineering.

Proven expertise in process improvement strategies in areas such as shared services, outsourcing, finance transformation, performance management, financial systems optimization, and talent management.


What We Offer :


CFA Institute provides a comprehensive rewards package that includes competitive compensation and a flexible benefits program, reflecting our commitment to fostering a diverse and inclusive workplace.


Benefits include:
Medical, Rx, Dental & Vision Insurance
Personal and Family Sick Time & Company Paid Holidays
Potential eligibility for a discretionary variable incentive bonus
Parental Leave and Adoption Assistance
401(k) Retirement Plan
Basic Life & Supplemental Life Insurance
Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
Short-Term & Long-Term Disability
Student Loan PayDown
Tuition Reimbursement, Personal Development & Learning Opportunities
Skills Development & Certifications
Employee Referral Program
Corporate Sponsored Events & Community Outreach
Emergency Back-Up Childcare Program
Mobility Stipend

About CFA Institute
CFA Institute is an Equal Employment Opportunity / Affirmative Action employer.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship status, military status, protected veteran status, religion, creed, physical or mental disability, medical condition, marital status, sex, sexual orientation, gender, gender identity or expression, age, genetic information, or any other basis protected by law, ordinance, or regulation.


CFA Institute will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance.


If you require an accommodation during the application process, please reach out to CFA Institute Recruiting.

All information provided will be kept confidential and used solely for the purpose of providing necessary accommodations.

CFA Institute does not accept unsolicited resumes from search firms or staffing agencies.

All unsolicited resumes will be considered the property of CFA Institute, and CFA Institute will not be obligated to pay a placement fee.