Senior Financial Strategist
2 days ago
We are seeking an experienced Senior Finance Manager to join our team at Gable Search Group. This is a hybrid role that will be based out of Van Nuys, CA, and report into our Director of Commercial Finance.
Key Responsibilities:- Strategic Financial Planning: Collaborate with executive leadership to develop and refine the company's financial strategy and long-term financial plan.
- Budgeting and Forecasting: Oversee the annual budgeting process, working closely with department heads to establish financial goals and objectives.
- Financial Analysis: Conduct thorough financial analysis, including variance analysis, trend analysis, and scenario modeling, to support decision-making processes.
- Financial Reporting: Prepare and present timely and accurate financial reports for internal and external stakeholders.
- Cross-Functional Collaboration: Collaborate with various departments, including Operations, Sales, and Marketing, to gather relevant data and insights for financial planning purposes.
- Bachelor's degree in Finance, Accounting, or a related field; required
- MBA or professional certification (e.g., CFA, CPA) is a plus
- Minimum of 7 years of progressive experience in financial planning and analysis
- Strong analytical, strategic thinking, and problem-solving skills
- Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-finance stakeholders
- Advanced proficiency in financial modeling and analysis tools
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Senior Wealth Strategist
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Pittsburgh, PA , USA, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Senior Wealth Strategist to join our team. As a key member of our Private Bank organization, you will be responsible for developing and implementing tax, estate, and financial plans for clients. Your expertise will be utilized to collaborate with other planning resources on complex...
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Senior Wealth Strategist
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Grand Rapids, MI , USA, United States Oxford Financial Group, Ltd. Full timeJob Title: Senior Wealth StrategistOxford Financial Group, Ltd. is seeking a highly skilled Senior Wealth Strategist to join our team. As a key member of our Family Office Services team, you will be responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations,...
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Senior Financial Strategist
1 month ago
Pittsburgh, PA , USA, United States Gable Search Group Full time{"title": "Senior Finance Manager", "description": "Job SummaryWe are seeking an experienced Senior Finance Manager to act as a strategic business partner for two entities of a global international production company.This is a hybrid role, based out of Van Nuys, CA, and reporting into our Director of Commercial Finance. The ideal candidate will play a...
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Senior Wealth Strategist
2 weeks ago
Grand Rapids, MI , USA, United States Oxford Financial Group, Ltd. Full timeSenior Wealth StrategistOxford Financial Group, Ltd. is seeking a highly skilled Senior Wealth Strategist to join our Family Office Services team. This role is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning...
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Senior Wealth Strategist
1 month ago
St. Louis, MO, USA, United States Edward Jones Full timeUnlock Your Potential as a Senior Wealth StrategistAt Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Wealth Strategist, you'll play a critical role in delivering personalized advice and tailored financial strategies to our clients. If you're passionate about financial planning, investment strategies, and...
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Chief Financial Strategist
3 weeks ago
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Chief Financial Strategist
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Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeChief Financial Officer (CFO) Job DescriptionCreative Financial Staffing is seeking an experienced Chief Financial Officer (CFO) to join the leadership team of one of our top investment firm clients. This role offers an environment where your financial expertise, strategic vision, and leadership skills will make a significant impact.About the CompanyDynamic...
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Financial Leadership Director
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St. Louis, MO, USA, United States Edward Jones Full timeUnlock Your Potential as a Senior Tax StrategistAt Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Tax Strategist on our High Net Worth team, you'll play a critical role in delivering exceptional tax planning services to our high net worth clients.Key Responsibilities:Partner with our home office and external...
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Senior Financial Analyst
2 weeks ago
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Senior Financial Manager
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Senior Financial Manager
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Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeSenior Accountant Job DescriptionWe are seeking a skilled Senior Accountant to join our team at Creative Financial Staffing. The ideal candidate will be responsible for managing the company's financial transactions, ensuring accuracy, and maintaining comprehensive financial records.Key Responsibilities:Manage full-cycle bookkeeping duties, including accounts...
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Senior Financial Manager
2 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeSenior Accountant Job DescriptionWe are seeking a skilled Senior Accountant to join our team at Creative Financial Staffing. The ideal candidate will be responsible for managing the company's financial transactions, ensuring accuracy, and maintaining comprehensive financial records.Key Responsibilities:Manage full-cycle bookkeeping duties, including accounts...
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1 week ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeAbout the Senior Accountant RoleWe are seeking a highly skilled Senior Accountant to join our finance team at Creative Financial Staffing. As a Senior Accountant, you will be responsible for preparing financial statements, budgets, and reports in line with GAAP and non-profit regulations.Key ResponsibilitiesManage AP/AR, ensuring timely processing and...
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Senior Financial Professional
2 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeSenior Accountant OpportunityWe're seeking a highly skilled Senior Accountant to join our client in the manufacturing industry. If you bring a robust background in accounting and finance within the manufacturing sector, this opportunity could be the perfect fit for you.About the CompanyExceptional Employee LongevityComprehensive Benefits Package and Generous...
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Senior Financial Manager
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Senior Retirement Financial Planner
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Pittsburgh, PA , USA, United States Golden Reserve LLC Full timeAbout Golden Reserve LLCGolden Reserve LLC is a leading financial services company that is revolutionizing the way retirees plan for their financial future. We are seeking an experienced Senior Retirement Financial Planner to join our team and help us achieve our mission of providing exceptional financial services to our clients.Job SummaryWe are looking for...