Strategic Financial Operations Leader

3 days ago


Phoenix, Arizona, United States Edelman Financial Engines Full time
About the Role

We are seeking a seasoned Strategic Financial Operations Leader to join our team at Edelman Financial Engines. As a key member of our leadership team, you will be responsible for overseeing the financial planning and operations of our organization, ensuring alignment with our strategic goals and objectives.

Job Description

As a Strategic Financial Operations Leader, you will be responsible for leading a high-performing team of financial planning and operations professionals. Your primary focus will be on developing and implementing financial planning and operations strategies that drive business growth, improve efficiency, and enhance customer satisfaction.

Key Responsibilities:

  • Develop and implement financial planning and operations strategies that align with the company's overall business objectives.
  • Lead a team of financial planning and operations professionals in the development and execution of financial planning and operations processes.
  • Collaborate with cross-functional teams to identify and implement process improvements that drive efficiency and cost savings.
  • Develop and manage budgets, forecasts, and financial reports to inform business decisions.
  • Ensure compliance with regulatory requirements and industry standards.
  • Analyze market trends and competitor activity to identify opportunities for growth and improvement.
Requirements

To be successful in this role, you will need:

  • 7+ years of experience in financial planning and operations, with a minimum of 3 years in a leadership role.
  • Proven track record of developing and implementing financial planning and operations strategies that drive business growth and improvement.
  • Deep expertise in financial planning and operations, including budgeting, forecasting, and financial analysis.
  • Strong leadership and management skills, with the ability to motivate and develop a high-performing team.
  • Excellent communication and interpersonal skills, with the ability to collaborate with cross-functional teams.
  • Passion for driving business growth and improvement through financial planning and operations excellence.
About Edelman Financial Engines

Edelman Financial Engines is a leading financial planning and investment advisory firm, dedicated to helping individuals achieve their financial goals. With a team of experienced financial planners and operations professionals, we provide personalized financial planning and investment advice to individuals and families.

As a Strategic Financial Operations Leader, you will be part of a dynamic and growing company that values innovation, collaboration, and customer satisfaction. If you are a motivated and results-driven professional with a passion for financial planning and operations, we encourage you to apply for this exciting opportunity.

Estimated Salary: $94,500 - $122,700. This role is eligible for a quarterly performance-based sales bonus. Final base pay will be determined based on several factors, including responsibilities, job-related skills, relevant experience, and geographic location.



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