Current jobs related to Lead Financial Strategist - San Luis Obispo, California - Adventist Health

  • Financial Strategist

    2 weeks ago


    San Francisco, California, United States Acosta Group Full time

    Job Title: Financial Strategist - Culinary EdgeWe are seeking a highly skilled Financial Strategist to join our team at Culinary Edge, a leading foodservice company. As a Financial Strategist, you will be responsible for developing and implementing financial strategies that drive business growth and profitability.Key Responsibilities:Develop and implement...


  • San Diego, California, United States Pure Financial Advisors, LLC Full time

    Job Summary:Pure Financial Advisors, LLC is seeking a highly skilled Financial Planning Strategist to join our team. As a key member of our financial planning department, you will be responsible for developing and implementing comprehensive financial plans for our clients.Key Responsibilities:Analyze client financial data to create personalized financial...


  • San Francisco, California, United States Airtable Full time

    Financial Data StrategistAirtable is a no-code app platform that empowers people to accelerate their most critical business processes. As a Financial Data Strategist, you will report directly to the Head of Analytics, focusing on enhancing the accuracy and stability of our financial metrics. You will lead financial analytics, drive the accuracy and...


  • San Francisco, California, United States EPIP Full time

    Rockefeller Philanthropy Advisors (RPA) is a nonprofit organization that advises on and manages nearly $800 million in philanthropic activity. As a Senior Financial Strategist, you will be responsible for financial planning, reporting, asset management, and team management. You will also be responsible for managing the financial risks of the...

  • Financial Strategist

    1 month ago


    San Francisco, California, United States Pilot Full time

    About the RoleWe 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 ResponsibilitiesDevelop and implement rigorous financial models to help clients solve...


  • San Francisco, California, United States Writer Corporation Full time

    About Writer CorporationWriter Corporation is a fast-growing enterprise-grade AI platform empowering the world's leading companies to transform their operations. Named one of the top 50 companies in AI by Forbes, Writer has been recognized for its innovative approach to AI adoption.Our all-in-one solution simplifies the deployment of customized AI apps and...


  • San Mateo, California, United States San Mateo County Community College District Full time

    Job SummaryThe San Mateo County Community College District seeks a Senior Financial Strategist to oversee business operations, financial functions, and accounting services. Reporting to the Executive Vice Chancellor, the role involves strategic planning, financial data analysis, and ensuring compliance with state regulations.Key ResponsibilitiesDevelop and...


  • San Francisco, California, United States EPIP Full time

    Rockefeller Philanthropy Advisors (RPA) is a nonprofit organization that advises on and manages nearly $800 million in philanthropic activity. As a Senior Financial Strategist, you will be responsible for financial planning, reporting, asset management, and developing systems and procedures. You will also manage the financial risks of the association and...

  • Financial Strategist

    2 weeks ago


    San Francisco, California, United States Pilot Full time

    About the RoleWe are seeking a highly skilled Financial Strategist to join our CFO Services team at Pilot. As a key member of our team, you will work closely with clients to develop and implement financial strategies that drive business growth and success.Key Responsibilities:Develop and implement financial models, budgets, and forecasts to help clients make...


  • San Francisco, California, United States St. Anthony Foundation Full time

    {"h1": "Chief Financial Officer - Financial Strategist", "p": "We are seeking a highly skilled Chief Financial Officer to lead our financial strategy and operations at St. Anthony Foundation. As a key member of our executive team, you will be responsible for developing and implementing financial plans, managing budgets, and ensuring compliance with...


  • San Jose, California, United States Takara Bio USA, Inc. Full time

    Job Overview: Takara Bio USA, Inc. is seeking a highly skilled Lead Patent Strategist to join our team. As a Senior Patent Agent, you will play a critical role in driving the company's patent prosecution and maintenance forward. The ideal candidate will have a Ph.D. in a life-science discipline, a USPTO registration as a Patent Agent, and at least 6 years of...


  • San Francisco, California, United States PNC Financial Services Group Full time

    Job 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 client...


  • San Francisco, California, United States Truckstop Full time

    Job OverviewTruckstop is seeking a highly skilled Financial Analyst and Operations Strategist to join our team. As a key member of our Finance and Operations team, you will play a critical role in driving operational efficiency and tracking day-to-day performance against key performance metrics.The ideal candidate will have a strong background in finance and...


  • San Diego, California, United States PNC Financial Services Group Full time

    Job 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...


  • San Diego, California, United States PNC Financial Services Group Full time

    Job 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...


  • San Francisco, California, United States Capgemini Full time

    About the RoleWe are seeking a Senior Strategist to join our team at Capgemini Invent. As a Senior Strategist, you will play a key role in shaping the future of our clients' businesses by developing innovative solutions that drive growth and transformation.As a Senior Strategist, you will collaborate with designers, technologists, and program managers to...

  • Risk Strategist

    6 days ago


    San Francisco, California, United States Mercury Full time

    At Mercury, we're building a complete finance stack for startups, and we need a Risk Strategist to bring expertise and an analytical approach to our onboarding risk strategy.This role is part of our Risk Strategy team, which identifies, assesses, and proactively mitigates financial, regulatory, and reputational risks via data-driven analytics and...


  • San Francisco, California, United States PNC Financial Services Group Full time

    Job 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...


  • San Francisco, California, United States BMO Full time

    Company OverviewBMO is a dynamic and forward-thinking financial institution dedicated to delivering exceptional customer experiences and driving growth through innovation. Our purpose is to Boldly Grow the Good in business and life, and we strive to create lasting, positive change for our customers, communities, and people.Job DescriptionWe are seeking a...


  • San Francisco, California, United States Northern Trust Full time

    About 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...

Lead Financial Strategist

2 months ago


San Luis Obispo, California, United States Adventist Health Full time

Financial Strategist Job Overview

We are seeking a skilled Financial Strategist to become a vital part of our team. This role is ideal for individuals with a solid foundation in Business or Health Care Administration and substantial experience in financial strategy and analysis.

Key Responsibilities:

  • Compile and submit government financial reports, monthly contractual agreements, and reconciliation statements.
  • Support the preparation of cost reports, audits, pro forma financial statements, and budget evaluations.
  • Design and implement data querying techniques and analytical models.
  • Contribute to the design of budgeting and forecasting templates.
  • Examine financial and statistical data to provide insights for the organization.
  • Spot opportunities for revenue growth and enhancements in financial performance.
  • Generate profitability reports for various product lines.

Qualifications:

  • Associate's or Technical Degree or equivalent professional experience.
  • Bachelor's Degree is preferred.
  • A Master's degree in Business or Health Care Administration is highly desirable.
  • A minimum of five years of relevant professional experience is preferred.

About Adventist Health:

Adventist Health is a nonprofit health organization dedicated to serving communities along the West Coast and in Hawaii. Our mission is to promote health, wholeness, and hope through the commitment of our employees, physicians, and volunteers.