Senior Finance Business Partner at Vista Global, overseeing SG&A costs and supporting functional leaders. Collaborating with management on budgeting and financial analysis for business performance.
About the role
- Virtual Financial Consulting Director supervising financial consultants providing client financial planning. Working with educational institutions and developing financial planning strategies.
Responsibilities
- Supervise Virtual Financial Consultants on participant inquiries
- Educate clients on financial products
- Maintain relationships with Institutional Plan Sponsors
- Develop strategies for financial planning advice
Requirements
- 5 years of institutional retirement experience
- 7+ years of institutional retirement experience preferred
- Series 7, Series 63, and Series 24 certifications
- Significant leadership experience in Sales
- Demonstrated ability to coach and develop a team
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
- Flexible working arrangements
- Wellness programs
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Financial Management Co - op in a supportive role for financial professionals, embracing a flexible work culture. Focused on customized financial solutions and personal development alongside teamwork.
Marketing Manager overseeing budgeting for Advertising & Promotions across TELUS brands. Collaborating with finance and marketing teams to optimize funding allocation strategies.
Analista Financeiro III role managing financial operations and reporting in a hybrid environment at Votorantim's Excellence Center. Supporting financial tasks, compliance, and asset management.
Senior Treasury Analyst managing analytics and reporting for Treasury services in financial area at Washington University. Collaborating with team to enhance financial performance and decision - making.
Senior Manager of Financial Planning & Analysis overseeing financial planning and cash forecasting for Apotex Corp. Leading GTN forecasts and ensuring compliance with financial regulations and policies.
Finance Performance Analyst playing a key role in financial forecasting and governance at Severn Trent Water. Collaborating across teams to enhance financial processes and reporting.
Operations Finance Business Partner at HPE responsible for financial strategy and analysis. Focused on operational and strategic decision - making affecting global capital strategies.
Finance Manager overseeing financial activities for assigned account portfolio and territory. Collaborating with operations leadership to drive performance and improve profitability.
Financial Analyst supporting Aerospace and Defense operations at Raytheon. Responsible for financial analysis and collaboration within teams at the McKinney, TX site.