Financial Services Specialist providing financial reviews and assisting customers in selecting life and financial products. Engaging customers and hosting educational seminars for wealth management services.
About the role
- Consulting Director driving strategy in finance and innovation at Clearsulting. Building client relationships and mentoring teams while delivering high-quality consulting outcomes.
Responsibilities
- Define and drive the practice's strategic direction, aligning services with client needs and market trends.
- Build and maintain strong relationships with senior executives, acting as a trusted advisor to address complex business challenges.
- Lead and oversee client engagements, ensuring the delivery of high-quality outcomes within scope, timeline, and budget including assessments, finance transformations, vendor selection, process improvement, finance & accounting operating model modernization, and technology implementations.
- Identify and pursue new business opportunities, prepare proposals, and lead pitches to secure consulting engagements.
- Mentor and develop consulting teams, fostering a culture of high performance, collaboration, and continuous learning.
- Provide insights and guidance on industry best practices, emerging trends, and innovative solutions to enhance client value.
- Optimize internal processes, tools, and methodologies to improve service delivery and team productivity.
- Help finance transformation and accounting executives solve complex business problems from strategy through execution focused on developing finance functional strategies, improving business performance and implementing new processes and technologies.
- Develop executive-level presentations to communicate complex issues and recommendations across processes, systems, and people
Requirements
- Bachelor's or Master's degree in a business-related field of study
- 10+ years of finance management consulting experience in finance strategy and transformation, operating model design and shared services, process improvement, program management, and/or technology implementations.
- 5+ years of people management experience
- Functional finance and accounting expertise including thought leadership on industry trends and leading practices
- Willingness to continually take on challenging projects with new or ambiguous subject matter
- Strong project management experience, including: workplan creation and updates, milestone tracking, risk management, status updates, change management, and communicating with clients.
- Commercial acumen to generate and close opportunities in net new logo and existing account sales cycles.
- Excellent written and verbal communication skills; clearly convey complex business concepts to executive audience free of grammatical errors, incorporating leading practices for business writing
- Strong leadership skills and executive presence.
- Foundational skillets in data and analytics technologies (i.e., Alteryx, Savant Labs, PowerBi, Tableau, Qlik, Python, VBA, SQL, Access, etc.)
Benefits
- Medical, dental, and vision coverage
- Unlimited PTO
- Paid parental leave
- Retirement plans
- Flexible work environment
- Cell phone reimbursement
- Access to mental health apps
- Life insurance and disability coverage
- Opportunities for ad hoc bonuses
Job title
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