Strategic Finance Associate
2 days ago
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.
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