direction of our retail operations. You will lead financial planning and analysis, budgeting, forecasting, and track record of strategic leadership. Lead financial planning and analysis for the retail division, including provide financial insights and recommendations to support decision-making and strategic planning. Oversee levels of the organization. Proficiency in financial planning and analysis tools, ERP systems, and advanced
required for clients who want to help with financial planning.
Specific duties and responsibilities
financial planners for the planning process.
Writing Financial
field.
Must have completed Certified Financial Planning CFP
Expectations
controls
Job costing
Treasury
Financial planning and budgeting
Risk management and
Duties:
Follow all the steps of financial planning in the sales process
Generate leads
If financial planning and PandL make your day, this role is for you Our client is a rapidly growing and Oversee end-to-end finance operations and financial planning and analysis. Manage the Balance Sheet, Accounts
If financial planning and PandL make your day, this role is for you Our client is a rapidly growing and Oversee end-to-end finance operations and financial planning and analysis. Manage the Balance Sheet, Accounts
is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, set
is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, set
effectiveness.
within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's consent