Financial Strategist
6 days ago
This role involves working arm-in-arm with our clients to help them understand their financial statements, become profitable, and grow their businesses. You will meet with clients regularly, review their financials, and provide strategic guidance on increasing profits, planning for taxes, and improving cash flow.
Some of your key responsibilities will include preparing and presenting year-end financial statements, assisting with new client onboarding, and reviewing the work performed by others to ensure it meets high standards.
To succeed in this role, you will need a strong background in accounting or finance, preferably with a Bachelor's degree. A CPA designation is preferred, and you should have at least 3 years of accounting advisory experience, including time spent working in an accounting firm. Excellent communication skills and a focus on delivering exceptional customer service are also essential.
The estimated salary for this position is around $120,000 to $180,000 per year, based on a 20-hour workweek. We offer a competitive compensation package, including a bonus structure and equity/profit-sharing options.
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Executive Financial Strategist
6 days ago
Chicago, Illinois, United States Chinese American Service League Full timeOverviewThe Chinese American Service League (CASL) is a renowned organization dedicated to providing comprehensive support services to the community. We are seeking an experienced Executive Financial Strategist to join our team and play a pivotal role in shaping the financial future of our organization.About the RoleThis is a key leadership position within...
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Financial Strategist
3 days ago
Chicago, Illinois, United States Heartland Human Care Services Full timeJob DescriptionWe are seeking a highly skilled Financial Strategist to provide critical accounting support for our diverse portfolio of grants and contracts. This role plays a key part in month-end close procedures, financial planning, and budgeting processes.Key Responsibilities:Maintain accurate financial reports, records, and general ledger...
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Senior Financial Strategist
1 month ago
Chicago, Illinois, United States Katalyst Group Full timeThe Katalyst Group is recruiting for a Senior Financial Strategist on behalf of a non-profit organization headquartered in downtown Chicago. This prestigious organization makes a tremendous impact to the communities it serves through the delivery of healthcare and education-based services.Job Overview:The Senior Financial Strategist will collaborate closely...
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Chief Financial Strategist
1 week ago
Chicago, Illinois, United States Katalyst Group Full timeAbout the RoleKatalyst Group is a leading provider of executive search, project, and interim placement solutions for accounting, finance, and business transformation executives. We are currently seeking an experienced Chief Financial Strategist to join our team.Job OverviewThe Chief Financial Strategist will play a key role in serving as a business partner...
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Senior Financial Strategist
4 days ago
Chicago, Illinois, United States Flexport Full timeOpportunity SummaryThe estimated salary for this role is $120,000 - $180,000 per annum, based on industry standards and location. As a Senior Financial Strategist, you will support the overall Flexport financial reporting and planning process, including management and coordination of the monthly, quarterly, and annual calendar. You will provide analytics to...
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Senior Financial Strategist
6 days ago
Chicago, Illinois, United States GatedTalent - Connecting Top Executive Search Firms And Executives Full timeJob SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at GatedTalent - Connecting Top Executive Search Firms And Executives. As a key member of our organization, you will play a vital role in driving financial success and growth.About the RoleThe Senior Financial Strategist will be responsible for overseeing all aspects of...
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Financial Planning Strategist
4 weeks ago
Chicago, Illinois, United States Fidelity TalentSource LLC Full timeJob SummaryWe are seeking a skilled Financial Planning Strategist to join our Investor Center team. In this role, you will engage face-to-face with clients, providing guidance and personalized planning while extending the reach of our firm's brand.The Purpose of Your RoleThis is an excellent opportunity for professionals who want to focus on deepening...
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Senior Financial Strategist
7 days ago
Chicago, Illinois, United States Archdiocese of Chicago Full timeArchdiocese of Chicago seeks a seasoned Senior Financial Strategist to drive long-range planning and advise management on all financial affairs. Based in Chicago, this senior executive will join the Archdiocesan Pastoral Center's executive management team as the Archdiocese's senior financial officer.The ideal candidate will establish, implement, and...
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Chief Financial Strategist
2 weeks ago
Chicago, Illinois, United States Palm Tree Full timeWe are seeking an exceptional Chief Financial Strategist to join our team at Palm Tree. As a seasoned financial leader, you will oversee the entire Strategic Finance group, guiding multiple teams across various engagements and developing long-term growth strategies.The ideal candidate will possess a deep background in financial consulting and advisory, with...
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Financial Markets Strategist
4 weeks ago
Chicago, Illinois, United States Algo Capital Group Full timeAlgo Capital Group seeks Financial Markets StrategistThis role is for a highly skilled professional to manage and optimize the entire trade cycle, working on our Trading Floor to gain in-depth exposure across development, quantitative trading, and strategy teams.Main Responsibilities:Operate high-performance automated trading systems to drive market making...
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Financial Data Strategist
1 week ago
Chicago, Illinois, United States Alpaca Full timeJob Summary:Alpaca is seeking an experienced Financial Data Strategist to lead our efforts in leveraging data analytics to drive operational efficiency, reduce risk, and inform policy and procedure decisions. In this role, you will be responsible for collecting, organizing, and analyzing large datasets to provide actionable insights, as well as creating and...
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Chief Financial Strategist
4 weeks ago
Chicago, Illinois, United States HRBoost Full timeLead Financial OperationsA highly respected residential real estate company seeks a Chief Financial Strategist to join their executive team at their corporate office in Chicago, IL.Job OverviewWe are looking for a skilled financial leader who can oversee all finance and accounting operations of the company. The successful candidate will be responsible for...
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Financial Relationship Strategist
4 weeks ago
Chicago, Illinois, United States Fidelity TalentSource LLC Full timeJob OverviewFidelity TalentSource LLC seeks a Financial Relationship Strategist to facilitate relationships with its most valuable clients. This pivotal role is responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.Key ResponsibilitiesFacilitate setting targeted appointments that improve...
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Chief Financial Strategist
4 weeks ago
Chicago, Illinois, United States ALPHA KAPPA ALPHA SORORITY, INC. Full timeJob Summary:The Chief Financial Strategist will oversee the financial management of Alpha Kappa Alpha Sorority, Inc. and drive growth through strategic planning and execution.About the Role:We are seeking a seasoned finance professional with a proven track record in leadership and strategy to fill this critical role. The ideal candidate will have expertise...
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Chief Financial Strategist
3 weeks ago
Chicago, Illinois, United States Rosecrance Health Network Full timeAbout the RoleWe are seeking a seasoned finance leader to join our team as Chief Financial Strategist. This role will play a pivotal part in shaping the financial future of Rosecrance Health Network.ResponsibilitiesDevelop and implement comprehensive financial policies and procedures.Lead a high-performing finance team, providing guidance and support to...
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Senior Financial Strategist for Sales Excellence
4 weeks ago
Chicago, Illinois, United States Kraft Heinz Company Full timeWe are seeking a Senior Financial Strategist for Sales Excellence to join our team at Kraft Heinz Company. This role will be responsible for driving sales growth through strategic financial planning and analysis.About the RoleThis is a fantastic opportunity to work with a global food company that values innovation, quality, and customer satisfaction. As a...
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Chief Asset-Based Lending Portfolio Strategist
4 weeks ago
Chicago, Illinois, United States Wintrust Financial Full timeWintrust Financial, a leading financial holding company with approximately $62 billion in assets, is committed to delivering exceptional results through its unique business model.Our talented colleagues are empowered to put our customers first and drive success for our clients. We prioritize an award-winning culture, fostering a collaborative environment...
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Chicago, Illinois, United States Devon Bank Full timeDevon Bank is a leading financial institution seeking an exceptional Financial Strategist and Regulatory Compliance Officer to join its executive team. The ideal candidate will have a strong regulatory background and at least 10 years of experience in senior financial leadership roles within the banking or financial services industry.About Devon BankWe are...
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Business Operations Strategist
1 week ago
Chicago, Illinois, United States BMO Financial Group Full timeJob SummaryWe are seeking a skilled Business Operations Strategist to join our team at BMO Financial Group. As a key member of our operations team, you will play a critical role in driving business growth and optimizing our services. This exciting opportunity offers a competitive salary range of $61,600 - $114,400 annually, along with a comprehensive...
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Senior Financial Tax Strategist
4 weeks ago
Chicago, Illinois, United States Hire-Search Group Full time $450,000 - $700,000 per yearWe are thrilled to offer a competitive salary of $250,000 - $400,000 per annum for a Senior Financial Tax Strategist to join our prestigious accounting firm’s Financial Services practice in Chicago. This role promises an engaging and dynamic environment, working with high-profile clients in the Financial Services and Asset Management sectors, including...