Financial Solutions Advisor at Bank of America providing customized financial solutions to clients. Responsible for triaging leads, meeting financial goals, and building client relationships.
About the role
- Finance Director overseeing strategic financial business partnering at TruStage. Leading financial management and decision making for product segments and operational areas within the company.
Responsibilities
- Serve as a key member of the assigned area Leadership Team.
- Actively participate in strategic and tactical planning, providing a financial perspective.
- Work with business leaders and potential external partners to identify, plan and execute strategic profit improvement tactics.
- Provide financial and strategic support in various activities such as product development/exit strategy, Mergers and Acquisitions, incubator and/or transformational efforts including outsourcing tactics.
- Partner with the Finance organization to ensure strong performance management discipline.
- Collaborate with other Finance functions to ensure consistent and effective decision making.
- Provide leadership on cross Finance or cross-organizational projects.
- Lead/coordinate cross-functional team meetings to facilitate and ensure sharing of information, manage customer expectations, and ensure 'one voice' of finance.
- Build and lead staff to support and drive departmental/corporate goals and strategy.
- Develop staff capabilities and cultivate talent for future advancement.
- Ensure that the critical success factors which drive the financial models are clearly identified and quantified, and that there are integrated, actionable, and well-documented strategic and tactical plans to support these factors and the resulting planned and forecast financials.
- Identify the need for and direct the development and maintenance of business and financial models and reports that support the assigned area leaders in improving, planning, and making decisions.
- Facilitate the business management process within the assigned area.
- Manage the business models and plans, focusing on meeting current business and financial expectations.
- Drive the problem-solving process regarding financial performance variances.
- Recommend actions to address variances to the assigned area Leadership Team.
- Design/support programs to strengthen financial literacy within the assigned area.
Requirements
- Bachelor's degree in Accounting or Financial Discipline
- Master's in business administration or other education in business related fields beneficial as indicator of strong skills in business management preferred
- Professional designations such as CPA, CMA, CLU, ChFC, CCUE, or FSA indicating professional competency in financial and insurance related areas
- 4-5 years of experience leading teams or providing direction to other resources
- 3-5 years of experience in providing executive consultation and influencing business decisions
- 12+ years of work experience in financial management with managerial responsibility for functional activities in the financial services industry
- Experience working with sales and revenue models, company financials, product pricing and profitability models and performance measures
- Strong verbal and written communication skills.
- Demonstrated leadership and ability to get positive results through influence, persuasion, leadership, presentations and group facilitation skills
Benefits
- medical
- dental
- vision
- employee assistance program
- life insurance
- disability plans
- parental leave
- paid time off
- 401k
- tuition reimbursement
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