Senior Financial Analyst linking internal Sales and Finance teams for Beer Sales at Constellation Brands. Facilitate financial planning, reporting, analysis, and decision support within the organization.
About the role
- Bilingual Financial Wellbeing Coach assisting entrepreneurs and small business owners at Operation HOPE. Offering support and guidance for sustainable growth and financial empowerment.
Responsibilities
- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
- Analyze financial information obtained from clients to determine strategies for meeting client’s financial objectives.
- Provide guidance on business plan creation, business operations, marketing strategies, and growth opportunities.
- Facilitate small business workshops and training sessions covering credit and money management and various aspects of entrepreneurship.
- Answer client’s questions about the purpose and details of financial plans and strategies.
- Connect clients with relevant resources, networks, and support services.
- Track the progress of small businesses through coaching sessions and regular assessments.
- Build and maintain relationships with local businesses, chambers of commerce, and community organizations.
Requirements
- Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.
- Flexibility to deliver evening workshops to meet clients needs as determined.
- Comfortable with meeting monthly and annual production goals.
- Ability to meet tight deadlines and maintain effective time management.
- Proven experience in small business coaching, consulting, or entrepreneurship.
- Strong knowledge of business planning, financial management and marketing strategies.
- Ability to empathize with and understand the unique challenges faced by small business owners.
- Strong Presentation Skills, both in-person and virtually: The ability to facilitate group workshops, maintain engagement, and navigate participant inquiries.
- Possess cultural competency and the ability to support diverse backgrounds.
- Multitask oriented – the right candidate must have the ability to begin, manage and complete several projects and program relationships simultaneously.
- Excellent communication and interpersonal skills.
- Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
- Access to personal transportation that will allow them to travel within the designated market.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Investment Company Secretary in legal affairs offering quality services to investment trusts while ensuring compliance and efficient operations. Collaborating with boards for strategic oversight and corporate governance.
Financial Advisor Associate working with an experienced advisor to build a personal book of business and assist clients in achieving their financial goals
Join Luminor as a Financial Data Systems Specialist, ensuring reliability in banking data processes. Work hands - on with database maintenance and collaborate with teams for reporting systems.
Investment Consultant at Mercer focusing on Endowment and Foundation clients. Working with investment strategies and advising clients on growth investment practices.
Investment Consultant providing client - facing investment solutions for Healthcare clients at Mercer. Collaborating with internal teams and mentoring junior colleagues in a hybrid work environment.
Vice President leading Mastercard's Open Finance Data solutions across Europe. Overseeing product development and strategic planning in a dynamic fintech environment.
Leitender IT Finance & HR Verantwortlicher im digitalen Transformations - Team bei Walter. Fokus auf IT - Strategie, SAP Integration und Teamleitung.
Senior Planning/Budget Analyst at CACI supporting budgeting and program management processes. Requires strong analytical skills and the ability to communicate complex information effectively.
DA
Senior Associate focused on portfolio analytics and client applications in investment engineering at Dimensional. Involves design and management of regulatory reporting frameworks while collaborating with various departments.