Executive Director (Financial)
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The ideal candidate should have experience in investments, financial planning, and strategic and operating performance on wealth management.
What you will do:
- Business acumen to provide financial strategy recommendations of short- and long-term financial goals
- Provide financial services management tailored to different needs
- Develop comprehensive financial planning analysis, cash management strategies, ensuring proper resource allocation.
- Recommendations for financial activities, risk management strategies, cash management, taxes, investment, insurance, and overall wealth management initiatives.
- Advise on financial opportunities.
- Provide Financial Planning Programs including investment portfolios, insurance, tax planning
- Overall understanding of business financials
- Supervisory experience
- 10 plus years of experience in financial planning, financial management or Directors equivalent experience
- Bachelor degree in business, accounting, or finance.
- MBA Preferred
- CPA and or CFP certifications preferred.
Knowledge, Skills, and Abilities:
- Knowledge of accounting, finance, financial planning and wealth management.
- Strong strategic and business acumen