4 часа назад
Director - Strategic Finance & Analysis (Wealth Management) (Finance)
137 400 - 240 400$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director - Strategic Finance & Analysis (Wealth Management) (Finance): Leading financial analysis, business case development, acquisition support, and strategic planning for Wealth Management with an accent on valuation, financial modeling, complex data analysis, and executive decision support. Focus on building analytical frameworks, identifying growth opportunities and risks, and translating ambiguous business challenges into actionable recommendations.
Location: Chicago, IL; hybrid work model with time split between the office and home
Salary: $137,400–$240,400 USD annual base pay, with eligibility for a discretionary bonus program that may include equity.
Company
provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.
What you will do
- Lead financial analysis and business case development for strategic initiatives, growth opportunities, partnerships, and business investments.
- Support acquisition activity through valuation analysis, financial modeling, due diligence, and executive decision support.
- Partner with business leaders on strategic initiatives, long-term growth opportunities, and the Wealth Management strategic planning process.
- Analyze large and complex datasets to identify trends, opportunities, risks, and actionable insights.
- Develop scorecards, dashboards, performance metrics, and analytical frameworks to improve decision-making.
- Prepare executive-ready presentations and act as a thought partner on complex, ambiguous business challenges.
Requirements
- 10+ years of experience in finance, strategy, corporate development, consulting, analytics, FP&A, or a related field.
- Strong financial modeling, business case development, strategic evaluation, and analytical capabilities.
- Experience working with large and complex datasets and translating analysis into actionable recommendations.
- Advanced Excel skills and familiarity with Power BI, Tableau, SQL, or similar analytical tools.
- Strong communication, presentation, influencing, ownership, judgment, and prioritization skills.
- Must be authorized to work in the U.S. without employment-based visa sponsorship; visa sponsorship is not available.
Culture & Benefits
- Balanced hybrid work model with flexibility to work from the office and home.
- Comprehensive retirement benefits, including a 401(k) and pension.
- Medical, dental, vision, spending account, disability, life, and accident insurance options.
- Paid time off, parental and caregiver leave, and additional well-being benefits.
- Flexible and collaborative culture with accessible senior leaders, internal mobility, and an inclusive workplace.
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