Director of Finance responsible for financial operations and data analysis at AI - driven SaaS company. Leading P&L reporting and financial strategy for growth and M&A.
About the role
- Virtual Financial Advisor at Thrivent, providing purpose-based financial advice and engaging with clients. Leveraging strong consultative skills to empower financial well-being while working in a hybrid role.
Responsibilities
- Leverage your relationship-building skills and build sales experience to engage clients with confidence and clarity.
- Guide Christians and others who align with Thrivent’s mission and values to create and maintain their financial plans, enabling lives of service and faith.
- Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
- Have access to a large existing client base with the ability to also help your friends, family and natural market.
- Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar, and have modern computer hardware provided.
- Get the support of collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so.
Requirements
- Bachelor’s degree or equivalent experience.
- Military veterans are encouraged to apply.
- FINRA Series 7, 63/65 or 66 required or obtained within 90 days.
- State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days.
- Eligibility to be securities registered and insurance licensed in all 50 states.
- Satisfactory background check (criminal and financial).
Benefits
- Comprehensive medical, vision and dental.
- 401(k) matching and a pension plan.
- Life and disability income insurance.
- Maternity/paternity leave as well as adoption and surrogacy assistance.
- Tuition reimbursement.
- Four weeks of paid time off, plus up to 20 hours of volunteer time off.
- Well-being programs to help you manage your physical, emotional and financial health.
- Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Investment Advisor at Navy Federal assisting clients in achieving financial goals through consultations. Working with insurance and investment products while managing smaller accounts.
FP&A Intern working on financial analysis and process improvement utilizing AI tools. Collaborating with cross - functional teams for data - driven decision making in a SaaS environment.
Financial Services Consultant role at Euromonitor in Dubai. Delivering insightful research and strategic analysis for top - tier clients in the financial sector.
Commercial Finance Lead at Knauf managing financial performance across multiple regions and ensuring alignment with company goals. Drive initiatives for business growth and process improvement in a family - owned company.
Financial Analyst role providing financial expertise, overseeing month - end close and collaborating with ET Directors. Focus on spending decisions and business case development.
Financial Wellbeing Coach at Operation HOPE providing personalized guidance on homeownership. Helping clients navigate the process and ensuring compliance with HUD guidelines.
Small Business Coach aiding entrepreneurs at Operation HOPE. Part of a non - profit drives economic empowerment and financial inclusion.
Bilingual Financial Wellbeing Coach providing coaching to small business owners in Sacramento. Facilitating workshops and connecting clients with resources for sustainable growth.
Financial Wellbeing Coach at Operation HOPE empowering individuals through financial literacy education and resources. Leading workshops and providing personalized coaching for financial wellbeing with a nonprofit focus.