Financial Planning and Analysis

• This job is responsible for managing a financial center and its employees on a day-to-day basis.
• Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals.
• Job expectations include ensuring operational excellence and cohesive effectiveness.
• Develops talent, including proactive sourcing of candidates.
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention.
• Manages business results through formalized management routines and coaching.
• Creates a world class client experience environment.
• Manages market-level initiative prescribed by market leaders.
• Drives operational excellence by engaging employees on business strategy.
• Manages organizational priorities and effective execution.

Financial Center Manager

Application Manager, VP

Accounting and Finance Consulting Director – Public Company Solutions

Index Business Strategist, VP III

Client Portfolio Manager, Systematic Equity, VP II