Strategic Finance Professional
3 weeks ago
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 Responsibilities- Manage and oversee the budgeting process, developing financial processes for internal stakeholders, and tracking key financial metrics.
- 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.
- Bachelor's degree in Finance, Accounting, or related field.
- Minimum of 3 years of experience in financial services, consulting, accounting, corporate finance preferred.
- 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.
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. Our most recent Net Promoter Score among our corporate team is a 93 with 100% participation and with our Advisor NPS is a 85 versus industry average of a 44.
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