Strategic Finance Consultant: Banking Forecasting
Wolf & Company, P.C.
Wolf & Company, P.C. seeks a Senior Consultant to join our Strategic Consulting Services group. You will develop forward-looking financial projections, analyze bank statements, and deliver client-ready insights for financial institutions. Ideal candidates have 3–4 years in financial planning/forecasting, strong Excel skills, and experience with Capital IQ. This role emphasizes independent analysis, client communication, and collaboration with advisory practices. #J-18808-Ljbffr Wolf & Company, P.C.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Strategic Finance Consultant: Banking Forecasting in Oklahoma City, OK vacancy
$125k - $215k
...day‑to‑day engagements in finance transformation, operational... ...data‑driven analysis and strategic problem solving. Implement... ...12 years of experience in consulting, investment banking, private equity, financial... ...operational processes (budgeting, forecasting, accounting close,...Suggested- First United Bank in Oklahoma City is seeking an experienced Commercial Loan Officer responsible for developing and managing a portfolio of commercial loans. The ideal candidate will have at least three years of experience in commercial banking and a strong background...Suggested
$60k - $120k
...opportunities. Financial advising offers all of those possibilities. At Strategic Financial Concepts (SFC) , we’re looking for ambitious,... ...Athletics Military Service Entrepreneurship Education Banking Insurance Business Development Successful candidates are typically...SuggestedImmediate startRemote workCareer Headhunter LLC
Edmond, OK4 days ago- ...critical role in supporting strategic decision-making and financial... ...budgeting process, multi-year forecasting, and monthly forecasts Develops... ...Bachelor’s degree in Finance or Accounting (Required) 3-5+... ...years of experience in FP&A, banking finance, treasury, or accounting...SuggestedWork at officeFlexible hours
Oklahoma AgCredit
Edmond, OK1 day ago $136.85k - $215.63k
.... And after 160 years, we know Commerce Bank is only at its best when our people are.... ...proactively call on prospects, uncover complex financing opportunities, and partner with internal... ...with well‑developed sales skills Strong strategic, analytical, and problem‑solving skills...SuggestedFull timeShift workCommerce Bank
Oklahoma City, OK1 day ago$136.85k - $215.63k
...Commercial Banking Relationship Manager page is loaded## Commercial Banking Relationship... ...proactively call on prospects, uncover complex financing opportunities, and partner with internal... ...well-developed sales skills* Strong strategic, analytical, and problem-solving skills*...Full timeShift workMercantil Commercebank
Oklahoma City, OK4 days ago- Stride Bank Na in Oklahoma City seeks a Wealth Advisor to foster client relationships, identify strategic investment opportunities, and drive financial planning by analyzing client data to build robust plans aligned with goals. The role emphasizes fiduciary service, regular...
$18.5 - $23 per hour
...colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting... ...of sales, service, and operation goals, based on Webster's Strategic Guidelines. The role will process all customer related financial...Flexible hoursWeekend workWebster Bank
Oklahoma City, OK3 days ago- ...Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of... ...You will manage a portfolio of key and strategic customer relationships. Develop and... ...through completion of a Bachelor's Degree in Finance or related field of study and 5-7 years...Local area
BOK Financial
Oklahoma City, OK1 day ago - ...digital functions of a $41 billion bank. The role translates... ...-day execution and long-term strategic decision-making. The Financial... ...reporting and analysis, develop forecasts and budgets, and explain... .... This role serves as a key finance resource within Operations Administration...
$38.25k - $61k
...challenge what’s possible. This is more than a strategic shift. It’s a chance for driven... ...involves providing tailored solutions for banking, lending and investment products while... ...sales, financial services sales or consultative relationship sales role in a related industry...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- ...This role is primarily performed outside bank premises, involving prospecting visits,... ...track activity and report closed business. Consultative Financial Guidance: Serve as the primary... ...; participate in team meetings and strategic planning sessions. Additional Responsibilities...Work at officeLocal area
$30k - $47k
...the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and... ...customers, minimizing wait times and assisting with their banking needs.* Process transactions, including deposits, withdrawals,...Hourly payFull timeContract workPart timeWork experience placementWork at officeShift workAfternoon shift- MidFirst Bank in Oklahoma City is seeking a detail-oriented Financial... ...-functional teams to develop forecasts and budgets and track... ...hold a Bachelor's degree in finance or a related field and possess... ...leverages innovative tools for strategic decision-making and operational...
$25.3 - $31.6 per hour
...pathing mentality and prepare others for career advancement opportunities. Build and leverage relationships with strategic partners (such as AWM, Private Banking, Small Business, etc.) to fulfill customers' unique needs when opportunities arise. Drive change by...Hourly payWork experience placementMonday to ThursdayNight shift$70k
...value proposition centers around providing the very best available banking and accounting talent. Most of our recruiters are former... ...establish professional expertise through integrity, dedication, and strategic counsel Strong written and oral communication skills; able to...Work at office- ...CCO) About the Company Respected banking institution Industry Banking... ...search of a Chief Credit Officer to provide strategic leadership and oversight of all credit... ..., and managing the company's special assets area. Functions ~ Finance...
Confidential
Oklahoma City, OK3 days ago - ...financial goals. They help military families manage day ‑to‑day finances, build lifetime assets, and protect against the unexpected. They... ...to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What We...Hourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
First Command Financial Services
Oklahoma City, OK13 hours ago - ...of Interest: Loan Operations; Commercial Banking, Syndications; Complex Commercial Loan... ...knowledge growth, skill development, and strategic thinking. You'll have the flexibility to... ...Secondary Market: Oklahoma Job Segment: Accounting, Bank, Banking, Loan, Finance BOK FinancialBank staffLocal area
- ...Assist with planning and preparation of seminars, training, and presentation materials.* Refer investment clients to other areas of the bank.* Generate new business through internal referrals and organic branch educational meetings and referral networks.* Any other duties...Full timeWork at office
Martha's Vineyard Bank
Oklahoma City, OK2 days ago - ...delivery of investment and wealth management services through the Bank's broker-dealer partnership with Osaic. This role combines... ...QUALIFICATIONS Education and and/or Experience Bachelor’s degree in Finance, Business Administration, Economics, or a related field preferred...
Cape & Coast Bank
Oklahoma City, OK4 days ago - ...access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-... ...your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Oklahoma City, OK3 days ago - MidFirst Bank is seeking a Personal Banker Associate who serves as both a Teller and a Personal Banker, greeting customers, handling transactions, promoting banking products, and building relationships to meet customers' financial needs. The role requires sales performance...Full timeWork at officeWeekend work
- A prominent banking institution in Oklahoma City is looking for a Teller and Personal Banker who excels in customer service and sales. The role involves greeting customers, processing transactions, and maintaining customer relationships while meeting their financial needs...Full time
- ...Personal Banker City National Bank and Trust The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer...Flexible hours
City National Bank
Oklahoma City, OK4 days ago $21 per hour
...firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the...Hourly payLocal areaFlexible hoursThe Symicor Group
Oklahoma City, OK4 days ago$18 - $19 per hour
...Personal Banking Associate POSITION SUMMARY This role provides front-line support across both teller operations and personal banking services in a high-volume financial institution. The ideal candidate will deliver exceptional customer service while driving business growth...Bank staffWork at officeLocal areaMonday to FridayFuse3 Solutions
Oklahoma City, OK3 days ago- ...and existing customers. Responsibilities include providing high quality customer service while achieving sales goals and supporting banking center staff as needed. Greet customers and facilitate a welcoming and customer‑focused environment Provide extraordinary customer...Part timeBank staffLocal areaMonday to FridayWeekend work
MidFirst Business Credit, Inc.
Oklahoma City, OK13 hours ago - ...Personal Banker and kickstart your career with our industry‑leading Banking Navigator program- a 9-week training program designed to equip... ..., and retain long‑term client relationships. While providing consultative conversations to existing and prospective clients you will...
BOK Financial
Edmond, OK3 days ago - ...? Are you addicted to a positive attitude? Do you commit to meeting deadlines and never miss the little details? At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational...Temporary workShift work
First United Bank
Oklahoma City, OK2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Finance Consultant: Banking Forecasting. Be the first to apply!
Related searches
- financial planning administrator Oklahoma City, OK
- financial advisor development program Oklahoma City, OK
- wealth advisor Oklahoma City, OK
- financial planner cfp Oklahoma City, OK
- financial advisor part time Oklahoma City, OK
- private wealth advisor Oklahoma City, OK
- financial advisor internship Oklahoma City, OK
- associate corporate finance Oklahoma City, OK
- project finance associate Oklahoma City, OK
- financial associate Oklahoma City, OK