Strategic Finance Associate

2 days ago


Birmingham, Birmingham, United Kingdom RFG Advisory, LLC Full time

Job Summary

We are seeking a highly skilled Senior Associate – Strategic Finance to join our team at RFG Advisory, LLC.

  • Manage and oversee the budgeting process, ensuring accuracy and efficiency.
  • Develop and implement financial processes for internal stakeholders, driving key business decisions.
  • Track key financial metrics, providing insights and actionable recommendations to leadership.
  • Collaborate with internal teams to provide financial insights and support the financial needs of Independent Advisors.

Key Responsibilities

  • Prepare and present key performance indicators (KPIs) to leadership, driving business performance.
  • Develop analytical frameworks to track performance related to Business Development and Marketing activities.
  • Assist in preparing financial reports and presentations for board meetings, ensuring clear communication of key financial metrics and business performance.

Requirements

  • Bachelor's degree in Finance, Accounting, or related field.
  • Minimum of 3 years of experience in financial services, consulting, accounting, or corporate finance.
  • Advanced skills in Microsoft Office (Excel, PowerPoint, Word).
  • Excellent communication skills, with a strong bias for action as it relates to problem-solving and navigating through complexity.


  • Birmingham, Birmingham, United Kingdom RFG Advisory LLC Full time

    Senior Associate – Strategic FinanceAre you a detail-oriented, analytical expert with advanced Excel skills and a knack for turning data into actionable insights? Your organizational skills and ability to manage multiple projects will shine in an environment that values innovation, precision, and creative problem-solving.Key Responsibilities:Collaborate...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    Job DetailsYour new roleAs Associate Director, you will support the Midlands region in delivering debt-led, bespoke funding solutions for small to medium-sized enterprises. You will work closely with clients to appraise complex and event-driven opportunities, such as MBOs or acquisitions, and provide financial analysis and modelling to help them succeed.What...


  • Birmingham, Birmingham, United Kingdom AtkinsClarke Full time

    Finance Director Opportunity at AtkinsClarkeAn exciting new chance has emerged for a seasoned Finance Director to become an integral part of a dynamic, family-run construction business situated outside Birmingham City Centre. With a focus on innovation and customer satisfaction, this forward-thinking organisation is a trailblazer in the sector, offering...


  • Birmingham, Birmingham, United Kingdom Birmingham City Council Full time

    Job Title: Strategic Finance ManagerJob Summary: We are seeking an experienced finance manager to join our team at Birmingham City Council. As a Strategic Finance Manager, you will be responsible for managing the work of one of four teams within Schools Financial Services, overseeing school compliance and reporting, and managing a team of dedicated finance...


  • Birmingham, Birmingham, United Kingdom HS2 Full time

    About the RoleAs a Strategic Finance Analyst at HS2, you will play a crucial part in supporting all aspects of longer-term Strategic Finance Planning and Management. This includes Inflation, Foreign Exchange, Long-term forecasting, and strategic planning for indirect costs and spending reviews.Key ResponsibilitiesSupporting strategic and tactical financial...


  • Birmingham, Birmingham, United Kingdom STOIX | B Corp™ Full time

    Job Title: Finance DirectorSTOIX is seeking a highly skilled Finance Director to partner with our Managing Director and drive business growth through strategic financial planning and analysis.Key Responsibilities:Develop and implement financial plans to achieve business objectivesOversee audit and internal control operations to ensure compliancePartner with...


  • Birmingham, Birmingham, United Kingdom KCGroup Full time

    Key Responsibilities:As a Strategic Finance Leader at KCGroup, you will play a pivotal role in shaping the future of our business. You will oversee all financial operations, including accounting, reporting, budgeting, forecasting, and analysis.About the Role:The Financial Operations Director will be responsible for leading the finance team and providing...


  • Birmingham, Birmingham, United Kingdom Trinity House Group Full time

    Group Finance DirectorWe are seeking a visionary Group Finance Director to play a pivotal role in shaping the financial strategy of our leading international client, headquartered in the West Midlands. Reporting directly to the CFO, this role will drive the business forward by providing strategic financial leadership and fostering a culture of continuous...


  • Birmingham, Birmingham, United Kingdom Michael Page UK Full time

    Key Responsibilities:- Assist with managing complex transactions, ensuring high credit quality- Collaborate with senior team members and clients- Work on bespoke funding solutions for event-driven opportunities, contributing to a fast-paced, dynamic team- Play a key role in client relationship management and business developmentRequirements:- Strong...


  • Birmingham, Birmingham, United Kingdom Cornwallis Elt Ltd Full time

    About the RoleWe are seeking an experienced and dynamic Trust Finance Manager to join the leadership team of a growing Trust in Birmingham. As a key player in the Trust's non-teaching functions, you will provide strategic leadership across Financial Management, compliance and administration. You will be responsible for developing and enhancing efficient,...


  • Birmingham, Birmingham, United Kingdom High Speed Two (HS2) Full time

    We are seeking a Strategic Finance Specialist to join our team at High Speed Two (HS2). As a key member of our finance department, you will play a critical role in supporting the development of our strategic financial plans and ensuring the effective management of our budgets.Main ResponsibilitiesFinancial Planning and Analysis: You will be responsible for...

  • Project Finance Lead

    3 weeks ago


    Birmingham, Birmingham, United Kingdom Lord Accounting & Finance Full time

    Job Title: Project Finance LeadJob Summary:We are seeking a dynamic Project Finance Lead to take on a pivotal role in bridging finance and operations during a major transition programme for a leading organisation. This is an exciting opportunity for an experienced finance professional to influence strategic decisions and contribute to the success of a...

  • Project Finance Lead

    2 weeks ago


    Birmingham, Birmingham, United Kingdom Lord Accounting & Finance Full time

    Job Title: Project Finance LeadAbout the Role:We are seeking a dynamic Project Finance Lead to take on a pivotal role in bridging finance and operations during a major transition programme for a leading organisation. This is an exciting opportunity for an experienced finance professional to influence strategic decisions and contribute to the success of a...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    About the Role:We are seeking a Senior Finance Leader to join our team as Group Financial Manager. As a key member of the finance leadership team, you will be responsible for leading a large finance team, guiding the finance transformation programme, and developing and implementing cultural change, integration, people development, and system improvement.Key...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    About the RoleWe are seeking a highly skilled Corporate Finance Associate Director to join our team in Birmingham. As a key member of our corporate finance team, you will be responsible for delivering debt-led funding solutions to small to medium-sized enterprises in the Midlands region.Key ResponsibilitiesSupport the Midlands region in delivering debt-led...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    About the RoleWe are seeking a highly skilled Corporate Finance Associate Director to join our team in Birmingham. As a key member of our corporate finance team, you will be responsible for delivering debt-led funding solutions to small to medium-sized enterprises in the Midlands region.Key ResponsibilitiesSupport the Midlands region in delivering debt-led...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    About the RoleWe are seeking a highly skilled Associate Director to join our Corporate Finance team in Birmingham. As a key member of the team, you will be responsible for delivering debt-led, bespoke funding solutions to small to medium-sized enterprises in the Midlands region.Key ResponsibilitiesSupport the Midlands region in delivering debt-led funding...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    About the RoleWe are seeking a highly skilled Associate Director to join our Corporate Finance team in Birmingham. As a key member of the team, you will be responsible for delivering debt-led, bespoke funding solutions to small to medium-sized enterprises in the Midlands region.Key ResponsibilitiesSupport the Midlands region in delivering debt-led funding...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    About the RoleAs an Associate Director of Corporate Finance, you will be responsible for supporting the Midlands region in delivering debt-led, bespoke funding solutions for small to medium-sized enterprises. Your expertise in corporate banking and finance will be essential in appraising complex opportunities and developing financial models to help clients...


  • Birmingham, Birmingham, United Kingdom Chris Hayes Associates Full time

    Corporate Finance AssociateWe are seeking a highly skilled and ambitious individual to join our team as a Corporate Finance Associate. As a key member of our team, you will play a crucial role in advising clients on strategic financial matters, including mergers and acquisitions, fundraising, and financial restructuring.About the RoleAs a Corporate Finance...