Specialist - Strategic Finance & Analysis (Wealth Management)

About this job

Wealth Management Finance is seeking a highly analytical and motivated professional to join the team as Director, Financial Analysis. This position provides an excellent opportunity to gain broad exposure to executive leadership, strategic planning, corporate development, and enterprise decision-making. Key responsibilities: - Lead financial analysis and business case development for strategic initiatives, growth opportunities, partnerships, and other business investments. - Support potential acquisition activity through valuation analysis, financial modeling, due diligence, and executive decision support. - Partner with business leaders to develop and evaluate strategic initiatives and long-term growth opportunities.…

This is a short summary.

Want to know if you're a fit? Check your CV against this role — free, in 30 seconds.

Most-requested skills in the United States

Based on 710 United States vacancies that list requirements, these are the skills employers ask for most often.

• Forecasting59% of postings
• Excel55% of postings
• Budgeting45% of postings
• Financial Modeling36% of postings
• SAP17% of postings
• Treasury12% of postings
• Power BI12% of postings
• M&A7% of postings

Similar jobs

• Director, Enterprise Finance Transformation · Vertiv
• Finance & Business Management - Internal Audit, Associate · JPMorgan Chase
• Primary Care Physician (Financial District Sutter) - Sign-On Bonus Available – Remote flexibility · One Medical
• GTM Finance Manager · Fivetran
• Client-Facing Chief Financial Officer - Manufacturing Focus (Remote) · A La C.A.R.T.E. Solutions
• Life Insurance Specialist - Financial Planner · WealthBridge Financial Group