Financial Strategist
3 weeks ago
We are seeking a highly skilled and experienced Financial Strategist to join our team as a CFO Services Manager. As a key member of our team, you will work closely with our clients to provide strategic finance advice and support their business growth.
Key Responsibilities- Develop and implement rigorous financial models to help clients solve complex business challenges
- Provide expert financial guidance and support to clients, including budgeting, forecasting, and financial planning
- Collaborate with cross-functional teams to deliver high-quality financial services and solutions
- Stay up-to-date with industry trends and best practices to ensure our clients receive the latest and most effective financial strategies
- Build and maintain strong relationships with clients, understanding their unique needs and goals
We are looking for a highly motivated and experienced professional with a strong background in finance and strategy. You will have a proven track record of delivering high-quality financial services and solutions, and a passion for helping clients achieve their business goals.
Key qualifications include:
- 2-5+ years of experience in finance and strategy, including investment banking, consulting, or a fast-growing company environment
- Advanced Excel modeling skills and experience with financial modeling software
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
- Strong analytical and problem-solving skills, with the ability to think critically and creatively
- Ability to work independently and as part of a team, with a strong attention to detail and ability to meet deadlines
Pilot is a leading provider of financial services and solutions, dedicated to helping small businesses achieve their goals. We are a dynamic and growing company, with a strong commitment to innovation and excellence.
We offer a competitive salary and benefits package, including health insurance, 401(k) matching, and paid time off. We also offer opportunities for professional growth and development, and a collaborative and supportive work environment.
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San Francisco, California, United States PNC Financial Services Group Full timeJob OverviewPosition SummaryPNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our team. As a key member of our organization, you will be responsible for developing and executing relationship management plans to acquire and retain high net worth and ultra high net worth clients.Key ResponsibilitiesLead or support...
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San Francisco, California, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. As a Fortune 500 company, we pride ourselves on providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.With over 130 years of financial experience and a...
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San Francisco, California, United States Northern Trust Full timeAbout Northern Trust:Northern Trust is a leading global financial institution that has been in continuous operation since 1889.We are proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.With over 130...
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San Francisco, California, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we pride ourselves on providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.We remain true to our enduring principles of service, expertise,...
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Senior Relationship Strategist
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San Diego, California, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our Private Bank organization in San Diego, CA.Key Responsibilities:Develop and execute a relationship management plan to acquire and retain high net worth and ultra high net worth clients.Lead or support client management activities with clients...
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Senior Relationship Strategist
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San Diego, California, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled and experienced professional to join our team as a Senior Relationship Strategist. As a key member of our Private Bank organization, you will be responsible for developing and executing a relationship management plan to acquire and retain high net worth and ultra high net worth...
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Senior Relationship Strategist
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San Diego, California, United States PNC Financial Services Group Full timeJob OverviewPosition SummaryPNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our Private Bank organization in San Diego, CA. As a key member of our team, you will be responsible for developing and executing a relationship management plan to acquire and retain high net worth and ultra high net worth clients.Key...
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