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Financial Strategist
1 week ago
Job Title: Financial Strategist
Job Summary
We are seeking a highly skilled Financial Strategist to join our team at LeadingEdge. As a key member of our financial team, you will be responsible for providing expert financial guidance to support strategic decision-making and drive business growth.
Key Responsibilities
- Develop Financial Strategies: Collaborate with senior leadership to develop and implement comprehensive financial strategies aligned with organizational goals.
- Manage Financial Risk: Identify, assess, and mitigate financial risks, including market, credit, and operational risks.
- Optimize Financial Performance: Analyze financial data to identify areas for improvement and implement initiatives to optimize financial performance.
- Evaluate Investment Opportunities: Evaluate investment opportunities and develop funding strategies to support business growth.
- Ensure Accurate Reporting: Ensure accurate and timely financial reporting, and maintain compliance with regulatory requirements.
Requirements
- Education: Bachelor's degree in Finance, Accounting, or related field.
- Certifications: Professional certifications, such as CFA, CFP, or CAIA.
- Experience: Minimum 5-7 years of experience in financial advisory or related role.
- Skills: Excellent analytical, communication, and problem-solving skills.
- Technical Skills: Strong understanding of financial markets, instruments, and regulatory requirements.
- Software Proficiency: Proficiency in financial planning software, such as Financial Planning & Analysis (FP&A) tools.
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