Client-Facing FP&A Lead & Startup CFO Advisor
Jobot
Jobot is seeking a Finance Manager responsible for financial modeling, cash flow forecasting, and strategic finance execution across client engagements. The role blends CFO advisory and hands-on model building. The ideal candidate has 6+ years of FP&A or Corporate Finance experience and advanced financial modeling skills. Candidates will thrive in a hybrid environment, engaging with clients and leading financial strategies. #J-18808-Ljbffr Jobot
- ...seeking a Wealth Planning Strategist in Wayne, Pennsylvania. The successful candidate will manage the financial planning process for clients with revenues between $2MM to $8MM, ensuring exceptional service and generating innovative investment ideas. Qualified candidates...Suggested
$170k
...Job Details: Lead FP&A Analyst, Client Experience Our client is seeking a Lead FP&A Analyst to support strategic initiatives focused on enhancing... ...partner with leaders across finance, product, and client-facing teams to provide financial analysis, actionable insights,...Suggested- A financial services firm in Pennsylvania is seeking a Fund Accountant Manager to oversee accounting operations and lead a team for various fund clients. The ideal candidate has at least 5 years of experience in fund services and 2 years in management. Responsibilities...Suggested
- ...leadership team as a trusted advisor to our President. Location:... ...to provide better care for our clients and caregivers. Strategic Seat... ...of hiring and expansion. Lead the Scorecard: Present... ...level financial modeling. The "CFO Mindset": You are a data-first...SuggestedPart timeRemote workFlexible hours
$85k - $100k
...join our Property & Casualty team. This role supports risk strategies and client service excellence in a hybrid work model. Candidates must have at least 3 years of experience in a client-facing insurance role and an active Property & Casualty insurance license. Compensation...Suggested$68.64k - $85.8k
Reliance Matrix in King of Prussia, PA is seeking a Client Implementation Manager to oversee new client installations for their benefits portfolio. The ideal candidate will take charge of client accounts, ensuring seamless setup and communication. Proficiency in Microsoft...Work at office- ...ensures customer satisfaction by matching the staffing needs of clients with the skills and experience of the best talent. The TSM utilizes... ...They work collaboratively across different areas to develop new lead sources and maintain a strong pool of talent. The TSM also...Work at office
- Cognizant is seeking a highly skilled Life Sciences Client Relationship Manager based in Collegeville, PA. This role focuses on managing... ...ideal candidate will have over 15 years of experience in client-facing roles and demonstrate strong consultative selling abilities. A...
$101.62k - $135.65k
Reliance-Matrix in King of Prussia, PA, seeks a National Client Executive to enhance the customer experience for national clients, manage client relations, and lead a team in delivering services. The ideal candidate has 5+ years in group insurance and excels in communication...- A financial services firm in Berwyn is seeking a Financial Planner to interact with clients daily and provide comprehensive financial advice. The planner will conduct meetings, prepare financial recommendations, collaborate with wealth managers, and monitor clients' financial...
$61k - $119k
Fortivus Wealth Group in King of Prussia, PA, is seeking an Entity Advisor who will help clients achieve their financial goals through personalized financial planning. The ideal candidate will build long-lasting relationships and offer tailored solutions backed by extensive...$75k
...Financial Corp in King of Prussia, PA is seeking a dedicated Wealth Advisor to provide personalized wealth management services. The ideal... ...will have a bachelor's degree and experience in managing client investments, demonstrating a consultative approach to build lasting...$75k
Univest Financial Corporation is seeking a Wealth Advisor in King of Prussia, PA. This role involves guiding clients through financial planning and investment solutions while building lasting relationships. You will manage client portfolios and assist in business development...- ..., Inc. in King of Prussia is looking for an experienced Wealth Advisor who excels in building meaningful client relationships and delivering strategic planning solutions. The role includes serving as a lead advisor, providing comprehensive wealth planning services, and...
$140k - $150k
...This Finance Manager role is a client‑facing FP&A leader and implementation... ...role combines entrepreneurial CFO advisory duties with hands‑on... ...partner to client stakeholders Lead implementation of financial... ...background Experience with startup, early‑stage, or PE‑backed companies...Local area- ...Private Client Banker Location: 1804 North Broad Street - Lansdale... ...Be a problem solver, trusted advisor, and partner to the people and... ...and quality conversations leading to recommendations that support... ...and stands by decisions in the face of conflict or unexpected outcomes...Immediate startDay shift
$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...KeyBank communities. The Private Client Banker (PCB) is part of the... ...appointments and quality conversations leading to recommendations that... ..., ability to communicate face to face and on the phone with...Hourly payWork experience placementFlexible hoursDay shift$25 - $38.46 per hour
Licensed Private Client Banker page is loaded## Licensed Private Client... ...Be a problem solver, trusted advisor, and partner to the people and... ...and quality conversations leading to recommendations that support... ...objects, ability to communicate face to face and on the phone with...Hourly payWork experience placementDay shift- A leading financial institution is seeking a Relationship Banker to enhance customer experiences and build strong client relationships. The ideal candidate has retail banking experience, excellent communication skills, and the ability to operate within compliance regulations...Afternoon shift
$20.19 - $30.77 per hour
A leading financial institution is seeking a Personal Banker in Lansdale, Pennsylvania. The role involves engaging clients to understand their financial needs and providing tailored solutions. Responsibilities include opening accounts, supporting branch operations, and...Hourly pay- ...& Analysis in King of Prussia, PA. The successful candidate will lead various financial processes, including the Annual Operating Plan... ...have a Bachelor's degree in finance or accounting with 5+ years of FP&A experience, strong analytical skills, and proficiency in Oracle...
- Univest is seeking a Wealth Advisor in King of Prussia, PA to help clients achieve long-term financial goals through personalized advice and deep connections. The role involves managing client portfolios, delivering exceptional service, and providing financial planning...
- ...Investment Strategy And Analysis Lead Sequoia Financial Group is... ...growing Registered Investment Advisor (RIA), headquartered in... ...consistent experience for our clients and team. Passion. We pursue... ...to produce high-quality client-facing materials. ~ Solid understanding...
$130.2k
...Oncology Analytics & Insights Lead serves as a central connective... ...consistency, scalability, and client relevance. The role partners... ...guidance. Act as a trusted advisor to sales and client teams,... ...expertise ~ Demonstrated client-facing experience, including...Full timePart timeImmediate startWorldwide- ...US Co-Lead (Philadelphia) Based in King of Prussia, PA, the US Co-Lead (Philadelphia... ...includes: Loyal, long-standing clients with predictable recurring revenue A... ...Officer, US Co-Lead (NYC), CEO, CFO, and client-facing teams. Key responsibilities include:...Temporary workSummer holidayWork at officeLocal areaImmediate startFlexible hours
$110k - $130k
...Director will have oversight of, and be the face of, the Vendor Management and Avid system... .... The Director will be responsible for leading their Accounts Payable regional team... ...teams and assist with engagement of internal clients on transactional and financial accounting...Full timePart timeWork at officeLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...start a business where you can help your clients achieve their goals through financial... ...in relationship-building or client-facing roles Excellent time-management skills...Full timeContract workFor contractorsWork at office$85k - $100k
...Personal Risk Management Specialist who will support risk strategy, client service excellence, and operational accuracy. About Alera... ...as an Account Manager, Account Executive, or similar client-facing insurance role ~ Active Property & Casualty insurance license...Work at officeLocal area- ...Philadelphia, PA. This is a hybrid role that has a requirement of working at least three days a week in the office. This is a client-facing Investment Consulting role that will primarily support Mercer’s Endowment and Foundation clients, a growing investment practice....Work at officeLocal areaRemote workFlexible hours3 days per week1 day per week
- ...Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team... ...knocking, and chasing dead leads? If you’re ready to spend every... ...hour in front of qualified clients instead of behind a phone or CRM... ...who thrives on in home face-to-face relationship building...Immediate startFlexible hours
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