Financial Analysis Manager is responsible for financial planning and modeling. Manages the financial analysis projects and statistical studies. Being a Financial Analysis Manager provides key financial analysis and management reporting by managing various monthly reporting processes. Provides guidance on investment and project decisions. Additionally, Financial Analysis Manager requires a bachelor's degree. Typically reports to a director or top management. The Financial Analysis Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Extensive knowledge of department processes. To be a Financial Analysis Manager typically requires 5 years experience in the related area as an individual contributor. 1 to 3 years supervisory experience may be required. (Copyright 2024 Salary.com)
Relationship Manager - Wealth Management
As a Relationship Manager for CG Financial's Wealth Management Division, you will be an integral contributor as we serve clients. You'll operate in a team environment, focusing on the firm's segments of wealth management clients. You'll leverage your skills and expertise to deliver value to your team and our clients. This is a vital client-facing role. In addition, you should have a keen eye for detail and a knack for streamlining processes and working efficiently.
CG Financial is a demanding environment that is rapidly growing. We service clients in multiple states and through multiple office locations. CG Financial is an EOS company.
Our Core Values:
Thirst for Knowledge: You have a curious and creative mindset, always asking questions to build your expertise and knowledge.
Innovative Problem Solver: You propose solutions and have experience in leading a team, setting an example, and driving success through collaboration, effective communication, and follow-through on commitments.
Self-Motivated: You have a driven and proactive personality, result-oriented, and accept challenges.
Authentic: Your personality is true, honest, and built on integrity. You create an atmosphere with no drama or politics.
Positively Impact People: You are always looking for ways to grow and develop your team, clients, community, and you strive for collective winning.
This position will be in-office in Williamston, Michigan.
1. Ensure consistent delivery of exceptional service of the team to meet or exceed client expectations and service standards.
2. Maintain a high standard of compliance in all aspects of the business.
3. Help the Senior and Managing Financial Advisor achieve their new business goals.
Requirements:
Nice to Have:
Targeted Compensation Range: $60k - $85k depending on experience and qualifications and includes base performance bonus.
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0 Financial Analysis Manager jobs found in Lansing, MI area