Strategic Finance Professional

3 weeks ago


Birmingham, Birmingham, United Kingdom RFG Advisory LLC Full time
Senior Associate – Strategic Finance

Are 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 with internal stakeholders to develop, refine, and implement financial processes that support business operations, ensuring efficiency and compliance.
  • Prepare, analyze, and present key performance indicators (KPIs) to leadership, providing insights and actionable recommendations to drive business performance.
  • Develop analytical frameworks grounded in core financial concepts 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).
  • Strong analytical skills with a passion for continual process improvement and data-driven decision-making.
  • Creative problem solver with the ability to anticipate needs and actively participate in a culture of excellence.
About RFG Advisory LLC:

RFG Advisory LLC is an innovator in the wealth-management industry. Recognized by Forbes/Shook Research as a Top 100 RIA in America, by Investment News as a 2021, 2022, and 2024 Best Places to Work for Financial Advisers, and by Wealth Management. Our success is driven by a team of professionals from a diverse spectrum of industries who work together to foster independence of Financial Advisors across the country.



  • 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 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 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 Michael Page Finance Full time

    A corporate finance executive role has arisen within a leading boutique in Birmingham, working for Michael Page Finance. The successful candidate will be ACA qualified with relevant experience in audit, tax, and restructuring.Client DetailsAn independent corporate finance lead advisory firm specialising in mid-market transactions with deal values typically...


  • 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 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 RFG Advisory LLC Full time

    Are you a detail-oriented, analytical professional 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 ResponsibilitiesManage and oversee the budgeting process,...

  • 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...

  • 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...


  • 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 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...


  • Birmingham, Birmingham, United Kingdom McDonald's Limited Full time

    We are seeking a highly experienced Finance & Accounting professional to lead our UK & Ireland Lessee and Lessor system as a key strategic advisor driving business efficiencies and data quality in accordance with accounting standards and best practice.As part of our Global Business Services (GBS) function, this role will make a significant impact by...


  • 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...


  • 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 HS2 (High Speed Two) Full time

    Financial Planning and Analysis RoleWe are seeking a skilled Financial Planning and Analysis professional to support the Strategic Finance team at HS2 Ltd.About the RoleAs a Financial Planning and Analysis Specialist, you will play a key role in supporting the delivery of financial planning and analysis across the organisation.Support the Head of Strategic...


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

    Corporate Finance Executive OpportunityWe are seeking a highly skilled and motivated Corporate Finance Executive to join our team at Chris Hayes Associates. As a key member of our team, you will be responsible for providing financial advisory services to our clients, including mergers and acquisitions, financial planning and analysis, and strategic advisory...


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

    Corporate Finance Executive OpportunityWe are seeking a highly skilled and motivated Corporate Finance Executive to join our team at Chris Hayes Associates. As a key member of our team, you will be responsible for providing financial advisory services to our clients, including mergers and acquisitions, financial planning and analysis, and strategic advisory...


  • Birmingham, Birmingham, United Kingdom Greenwell Gleeson Full time

    We are seeking a highly skilled Group Finance Director to join our client, a privately owned, fast-growing manufacturing group. The successful candidate will play a crucial role in supporting the business's growth, both organically and through acquisition, to achieve the long-term goals of the owners.Key Responsibilities:Build credibility with the leadership...


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

    Job SummaryWe 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...