Current jobs related to Head of Financial Strategy - Center - The Ladders

  • Financial Operations Manager

    2 weeks ago

    Sioux Center, United States Avera Full time

    Financial Manager Role at AveraThe Financial Manager plays a crucial role in supporting the Chief Financial Officer in overseeing the organization's financial functions. This includes preparing and analyzing financial reports, such as balance sheets and profit/loss statements, to provide insights into the organization's financial performance.Key...

  • Client Strategy Director

    4 weeks ago

    Dorchester Center, United States Wellington Management Full time

    About UsWellington Management is a leading investment management firm that offers a comprehensive range of investment solutions to institutional clients worldwide. Our team of experienced professionals provides expert guidance and support to help clients achieve their investment goals.The RoleThe Client & Product Strategy team plays a critical role in...

  • Financial Planning Manager

    1 month ago

    Center, Texas, United States Tyson Foods Inc. Full time

    Job SummaryThis position will be responsible for overseeing the financial planning, analysis, and reporting functions of the plant production facility. Key responsibilities include:Key ResponsibilitiesDeveloping and implementing financial planning and analysis strategies to support plant operationsLeading a team of accounting and clerical employees to ensure...

  • Financial Operations Coordinator

    2 months ago

    Rush Center, Kansas, United States Darrow School Full time

    Job OverviewPosition Summary:Darrow School is in search of a meticulous and organized Financial Operations Coordinator to support our Business Office. Reporting directly to the Director of Finance/Business Manager, this role is essential in overseeing the financial functions of the institution as directed by the Head of School and the Board of Trustees. The...

  • Market Financial Center Director

    2 weeks ago

    Kennedy Space Center, United States Bank of America Full time

    Job Title: Market Financial Center ManagerAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.As a Market Financial Center Manager, you will be responsible for managing a financial center and its employees on a day-to-day basis. Key responsibilities include operating as a business...

  • Financial Advisor

    1 month ago

    Kennedy Space Center, United States New York Life Full time

    {"Responsibilities": " \u2022 Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given \u2022 Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products \u2022 Establish strong...

  • Advanced Sales Director

    1 month ago

    Center City, Minnesota, United States Securian Financial Group Full time

    Job Title: Advanced Sales DirectorWe are seeking a highly skilled and experienced Advanced Sales Director to join our team at Securian Financial Group. As a key member of our sales leadership team, you will be responsible for driving the development and execution of our advanced sales strategy, leading a team of senior consultants, and collaborating with...

  • Market Financial Center Manager

    2 weeks ago

    Kennedy Space Center, United States Bank of America Full time

    Job Title: Market Financial Center ManagerAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. As a Market Financial Center Manager, you will play a critical role in driving Responsible Growth by being a great place to work for our teammates around the world.Key...

  • Senior Financial Strategist

    1 week ago

    Sioux Center, Iowa, United States Avera Health Full time

    As a key member of the Avera Health leadership team, the Financial Director will play a critical role in shaping the organization's financial strategy and direction. The ideal candidate will have a strong background in financial management, with experience in budgeting, forecasting, and financial reporting. They will be responsible for analyzing financial...

  • Advanced Sales Director

    4 weeks ago

    Center City, Minnesota, United States Securian Financial Group Full time

    Job Title: Advanced Sales DirectorWe are seeking a highly skilled and experienced Advanced Sales Director to join our team at Securian Financial Group. As a key member of our sales leadership team, you will be responsible for developing and executing our advanced sales strategy, leading a team of senior consultants, and driving business growth through...

  • Financial Advisor

    3 days ago

    Kennedy Space Center, United States New York Life Full time

    Financial Representative OpportunityAre you a motivated and ambitious individual looking to start a career in financial services? We are seeking a Financial Representative to join our team at New York Life. As a Financial Representative, you will have the opportunity to work with clients to understand their financial goals and develop personalized plans to...

  • Financial Advisor

    1 month ago

    Center Valley, Pennsylvania, United States Fidelity TalentSource LLC Full time

    Job SummaryWe are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will be responsible for providing expert financial guidance and personalized planning to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships...

  • Financial Planning Specialist

    4 weeks ago

    Kennedy Space Center, United States New York Life Full time

    Financial Sales AdvisorWe are seeking a seasoned financial professional to collaborate with our clients in crafting and implementing tailored strategies to achieve their financial objectives. The ideal candidate will possess a Bachelor's degree in business or finance, a proven track record of establishing successful and long-term advising relationships, and...

  • Senior Financial Advisor

    2 weeks ago

    Valley Center, Kansas, United States Farther LLC Full time

    Job Title: Senior Financial AdvisorFarther LLC is seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and implement...

  • Financial Advisor

    3 weeks ago

    Valley Center, Kansas, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment advice and guidance.Key ResponsibilitiesBuild and maintain strong relationships with clients to...

  • Financial Planning Specialist

    1 week ago

    Center Valley, Pennsylvania, United States Fidelity Investments Full time

    Job OverviewFidelity Investments is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will work closely with clients to understand their financial goals and develop personalized investment strategies to help them achieve those goals.Key ResponsibilitiesConduct financial needs assessments and develop...

  • Advanced Sales Director

    1 month ago

    Center City, Minnesota, United States Securian Financial Group Full time

    Job Title: Advanced Sales DirectorWe are seeking a highly skilled and experienced Advanced Sales Director to join our team at Securian Financial Group. As a key member of our sales leadership team, you will be responsible for developing and executing our advanced sales strategy, leading a team of senior consultants, and driving business growth.Key...

  • Financial Operations Director

    3 weeks ago

    Kennedy Space Center, United States Vertex Aerospace LLC Full time

    Finance Manager Senior- "W-TRS"We are seeking a highly skilled Finance Manager Senior to join our team at Vertex Aerospace LLC. As a key member of our finance team, you will play a critical role in shaping our financial strategy and ensuring the success of our global operations.Key Responsibilities:Develop and implement financial plans and strategies to...

  • Financial Strategist

    2 weeks ago

    Kennedy Space Center, United States Boundless Learning Full time

    Role OverviewThe Finance Business Partner will play a pivotal role in driving the company's financial strategy, planning, and overall performance. This position will be a key contributor to budgeting and forecasting activities, working closely with business leadership across the US, UK, and Australia to determine capital allocation, set investment...

  • Healthcare Financial Analyst

    2 months ago

    Lewis Center, United States CommuniCare Family of Companies Full time

    Healthcare Financial Analyst The CommuniCare Family of Companies currently owns and operates more than 90 healthcare facilities across six states. As a family-owned company, we have grown into one of the nation's largest providers of post-acute care. We are currently seeking a Financial Analyst to support our Toledo area Long-Term Acute Care Hospital (LTACH)...

Head of Financial Strategy

2 months ago

Center, United States The Ladders Full time
Position Overview:
The Finance Executive Director is tasked with ensuring the long-term fiscal health and advancement of the organization. This role involves crafting strategies to maintain financial stability, supervising accounting functions, generating precise financial reports for the Board of Directors and Leadership Teams, and enhancing current practices to boost operational efficiency.

Key Responsibilities:
  • Lead the financial planning efforts by assessing organizational performance and identifying potential risks.
  • Maintain a vigilant awareness of the organization’s financial status and proactively address any issues.
  • Establish and manage the finance IT ERP system.
  • Set objectives for and oversee all accounting and finance personnel.
  • Supervise all audit and internal control activities.
  • Prepare comprehensive and timely reports on financial performance, both monthly and annually.
  • Provide financial statements and cash flow forecasts for the CEO and leadership team.
  • Direct the Accounting Department to ensure accurate record-keeping and adequate financial controls.
  • Coordinate the development of budgets for each program and department.
  • Manage all fiscal reporting activities, including revenue/expense reports and organizational budgets.
  • Develop and uphold internal control systems to protect the organization’s financial assets.
  • Oversee independent auditors and ensure compliance with all audit requirements.
  • Collaborate with the CEO and leadership team to ensure adherence to federal and state regulations.
  • Assist in the development of new business services and budgets.
  • Monitor banking activities and provide regular cash flow projections.
  • Manage financial activities related to government grants, ensuring compliance with all regulations.
  • Prepare budgets for grant proposals and track restricted funding.
  • Act as a liaison to the Finance Committee and attend Board meetings.
Qualifications:
  • Extensive knowledge of non-profit accounting principles and the ability to implement financial management programs.
  • Strong leadership skills with experience in managing and mentoring finance teams.
  • Excellent organizational, analytical, and problem-solving abilities.
  • Effective communication skills, both oral and written.
  • Proficiency in Microsoft Office, particularly advanced Excel, and familiarity with QuickBooks.
  • Commitment to the mission and values of the organization.
  • Ability to work collaboratively with diverse groups.
  • Openness to constructive conflict resolution and continuous improvement.
Education and Experience:
  • Bachelor's degree in accounting or a related field.
  • A minimum of seven years of experience in financial management.
  • Experience with grant management is preferred.
  • Five years of experience in a senior financial role is required.
  • Three years of supervisory experience is essential.
Benefits:
  • Comprehensive medical and dental benefits.
  • Vision care options.
  • Paid time off and holidays.
  • Cell phone stipend.