Financial Director
Columbus, OH, United States
We are looking for a Financial Director to work for our client. The ideal candidate will align with the responsibilities and qualifications outlined below.
Responsibilities:
Develop and implement financial strategies to support the company's growth objectives.
Create strategic plans for high-net-worth clients, focusing on cash flow management, long-term investment strategies, and generational wealth transfers.
Lead the development and management of investment strategies tailored to clients' needs.
Monitor and analyze market trends, economic conditions, and investment opportunities.
Identify, assess, and mitigate financial risks associated with investment portfolios and business operations.
Collaborate with business owners, external accountants, and attorneys to facilitate buyouts, acquisitions, and transitions.
Build and maintain strong relationships with high-net-worth clients and stakeholders.
Qualifications:
Bachelor's degree in Accounting or Finance
10+ years of finance experience in wealth management, investment banking, or financial services
4+ years of management experience
Strong knowledge of financial markets, investment products, and regulatory requirements.
Leadership experience with a demonstrated ability to manage and develop high-performing teams.
High level of integrity and professionalism.
#J-18808-Ljbffr