Financial Planning Expert
2 days ago
Lead Financial Planning Expert
">We are looking for a Lead Financial Planning Expert to lead our Asset Management division. This role requires a seasoned professional with expertise in financial planning and valuation.
The ideal candidate will have a strong background in finance, accounting, or economics, and at least 4-6 years of experience in constructing and reviewing valuation models.
The estimated salary for this role is $180,000-$250,000 per year, depending on location and experience.
Responsibilities
">- Lead the Asset Management division, overseeing client relationships, valuations, and staff supervision
- Develop and implement financial planning strategies, including identifying opportunities and managing risks
- Collaborate with cross-functional teams to deliver high-quality results
- Stay up-to-date with industry trends and best practices
Requirements
">- Bachelor's or Master's degree in Finance, Accounting, or Economics
- At least 4-6 years of experience in constructing and reviewing valuation models
- CFA and/or CPA professional designations a plus
- Demonstrated leadership experience
About Kroll
">Kroll is a global leader in risk and financial advisory solutions, offering trusted expertise and innovative technology. We prioritize diversity and inclusion, welcoming talented professionals from diverse backgrounds.
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