Strategic Financial Planner

Strategic Wealth Manager RoleOur firm is revolutionizing wealth management by fostering a partnership between bankers and the firm to deliver client-centric solutions. This model ensures sustainable, long-term engagement, providing superior economic outcomes for entrepreneurial partners.As part of our strategic asset management and financial advisory...

Job Title: Financial AnalystWe are looking for a skilled financial professional to join our team and support key business functions.About the RoleThis is a remote position that requires flexibility during Eastern Standard Time (EST) hours. We have openings for candidates with 3+ years of experience as well as those with 5+ years of experience who can take on...

Job OverviewAs a Corporate Planning Specialist, you will play a crucial role in supporting senior leadership in strategic decision-making and operational planning.

Job Title: Senior Financial Planner">">Financial Planning and AnalysisKey Responsibilities:Budgeting and Reporting:Cost Control and Profitability:Tax and Compliance:Accounting and Audits:Financial Meetings Leadership:Report Delivery:Qualifications:Finance Bachelor's Degree or Higher: 10+ Years of ExperienceProficiency in Microsoft Office Suite: Outlook,...

Job TitleThe Project Cost Controller role involves overseeing project financial planning, budgeting, and forecasting to ensure accurate and timely information for decision-making. This position plays a crucial part in driving commercial awareness and promoting best practices within the project team.Key Responsibilities:Develop and maintain comprehensive...

Job SummaryWe seek a skilled professional to fill a vital role within our organization.This position involves preparing and presenting comprehensive financial reports, ensuring the accuracy and timeliness of financial statements, and maintaining strict adherence to accounting standards and company policies.Key Responsibilities:Prepare detailed monthly,...

Lead Financial PlannerThis is a high-impact role suited for senior professionals who excel in dynamic, high-growth environments. As a Lead Financial Planner, you will partner with senior leadership to shape the company's financial strategy and enable data-driven decision making across the organization.Key Responsibilities:Partner with senior leadership to...

Key Responsibilities:Data Analysis and Planning: Perform return on capital employed (ROCE) analysis at product category, segment, and company levels.Analyze sales performance by channel, region, state, stock of finished goods, and customer.Analyze profitability by product group and SKU level.Sales Forecasting and Budgeting:Develop the annual sales plan:...

Financial Strategist RoleWe are seeking a highly skilled Financial Strategist to drive business growth and success by developing effective forecasting, budgeting, and reporting strategies across multiple product lines.The ideal candidate will have a strong background in finance, possess an MBA/CA/ICWA qualification, and demonstrate expertise in financial...

Financial Management SpecialistThis is a full-time on-site role for a financial management specialist. The financial management specialist will be responsible for managing financial records, preparing financial statements, conducting audits, ensuring compliance with relevant laws and regulations, and providing financial advice to management.The ideal...