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VP, Financial Consultant - Reston, VA
Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborate with a team of internal specialists to help clients fulfill those goals and dreams.
Financial Consultants are procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, they grow their practice holistically through client asset consolidation, networking, and earning client referrals. Financial Consultants are empowered to choose their most productive working environment (within corporate guidelines). This includes space to work within the branch, remote flexibility and the potential for flexible work schedules to accommodate work/life balance needs. Managing wealth on behalf of our clients includes:
Banking and Lending Management
Insurance and Risk Management
If you want to positively impact the financial security of clients, provide an outstanding investor experience, use the power of partnerships and the extensive resources available at Schwab, all while continuing to further your own professional development in Wealth Management, please consider this opportunity.
What you are good at
You are a results-oriented, highly motivated self-starter with a strong work ethic that will be an ambassador in helping clients plan for their future, driving referrals and retaining clients at Schwab for a lifetime. Our goal is that through providing outstanding advice and consultation, you are able to earn the trust and dedication of our clients.
When meeting with clients you will:
Be Curious and Consultative:
Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals.
Be a Trusted Advisor:
Build strong relationships
engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Have a Defined Process:
Demonstrate your ability to deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients' needs.
Use your Team and Ability to Influence:
Leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Be a Challenger:
Partner with and Educate$86k-160k yearly est.2d ago
Director of Finance
Director of Finance | $175-225K plus Bonus | Financial Services | Legacy Search Advisors has partnered with a well established, stable, local community bank that is looking for a Director of Finance.$86k-138k yearly est.8d ago
MVRM Valuation Control - Valuation Methodology - Vice President
Deutsche Bank has been named 'Bank Risk Manager of the Year' by the leading publication risk.net for the second consecutive year (2020 & 2021). Location New York, 1 Columbus Circle MVRM Valuation Control - Valuation Methodology$120k-200k yearly8d ago
Director of Accounting
LOCATION: Springfield, MA (or Chicago, IL) The Director of Accounting is responsible for accounting duties and manages a team to support Cloud5 financial operations.$124k-178k yearly est.16d ago
Director of Finance and Accounting
A highly respected Chicago professional services firm is looking to add a Director of Finance & Accounting to their team.$92k-122k yearly est.5d ago
Director of Investment Accounting
As the Director of Investment Accounting, the individual will interact with and support various aspects of accounting, financial analysis, and reporting for the group.$125k-194k yearly est.6d ago
Business Control Officer, Vice President
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance.$144k-178k yearly1d ago
VP International Controller
Manage Arrive's financial consolidation system, apply appropriate version controls and version validation disciplines. At $2.5B in revenue, Arrive has opened subsidiaries in Canada and Mexico and is looking to add a VP International Controller, who will play a key role in Arrive's accounting and finance team. Convert foreign currency trail balances to Arrive functional currency ($USD). Collaborate with internal and external teams that support Arrive's NetSuite ERP and Adaptive Insights consolidation/reporting systems. Your Arrive Experience When we say award-winning culture, we mean it. This important position will lead the consolidation of Arrive's subsidiaries, as well as consolidated financial reporting for Arrive. What You'll Do Manage the monthly consolidation of all Arrive subsidiary financial statements. Eat for free on Mondays and Fridays lunch is on Arrive Snack and lunch options are also available daily. Lead the mapping and management of intercompany transactions through Arrive's TMS and ERP systems. Direct the activities and supervise the Arrive Mexico finance function as well as oversee the accounting processes and financial statements for Arrive Canada. Build relationships and find your home at Arrive through our Employee Resource Groups.$132k-196k yearly est.23h ago
Global Structuring Financial Services Director - Remote
Our International Tax Services Generalist - Practice Support team advises PwC Client Services team advises clients on tax laws and reporting, legislation and planning strategies based on the geography and jurisdiction.$197k-277k yearly est.2d ago
Director of Alliances, Financial Services & Insurance
NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. We are currently seeking a Director of Alliances, Financial Services & Insurance - Remote based in US to join our team in Dallas, Texas (US-TX), United States (US). Alliance Director, Financial Services and Insurance: (REMOTE based role) The primary charter for this position is to support the growth of Strategic Alliances within a focused industry, Financial Services and Insurance, across NTT DATA Services.$171k-237k yearly est.1d ago
Director, Campaign Planning, Tax & Accounting, Demand Gen
You will lead and provide strategic direction for demand generation planning teams and serve as the intermediary between demand generation strategy, the business and partner marketing organizations with the ultimate goal of creating seamless campaign plans focused on driving marketing attributed sales and increased pipeline for the TAP segment at Thomson Reuters. Thomson Reuters is seeking a Director of Campaign Planning to lead omni-channel marketing programs to support Tax and Accounting Professionals primarily in the Small/Medium space.$107k-161k yearly est.1d ago
Director, Financial Services - Remote
When joining Egnyte, you're not just landing a new career, you become part of a team of Egnyters that are doers, thinkers, and collaborators who embrace and live by our values: Invested Relationships Fiscal Prudence Candid Conversations We are now hiring a Director of Financial services, to lead our efforts in the industry. Work cross-functionally with all parts of Egnyte's organization to drive initiatives and grow the financial services business. Established in 2008, Egnyte has democratized cloud content security for more than 17,000 organizations, helping customers improve data security, maintain compliance, prevent and detect ransomware threats, and boost employee productivity on any app, any cloud, anywhere. Collaborate with Egnyte's marketing team to build our industry specific messaging. What You'll Do: Own Egnyte's financial services KPIs Hire and lead Egnyte's financial services industry team. Develop Egnyte's financial services industry strategy and drive its execution. As Egnyte's financial services practice leader you will build and lead our industry team, develop and execute Egnyte's strategy for growth in the industry and work across the organization to help drive everything from go to market, to product roadmap and customer success. Identify industry specific use cases, collaborate with Egnyte's Product team to build industry solutions, and design product packages and pricing to serve the industry. Leverage an in depth understanding of industry workflows, complementary software solutions and trends to improve Egnyte's position and market offering. Egnyte is a place where we spark opportunities for amazing people. About Egnyte Egnyte is the secure multi-cloud platform for content security and governance that enables organizations to better protect and collaborate on their most valuable content. Director, Financial Services Remote, On-site: Raleigh, NC; Spokane, WA; Draper, UT; Mountain View, CA Egnyte Your Career.$162k-215k yearly est.4d ago
VP of Structured Finance - Remote
Aypa Power, a Blackstone portfolio company, is a leading developer, owner and operator of utility-scale energy storage and hybrid renewable projects that power our communities and cities.$119k-183k yearly est.3d ago
Senior Director Finance - Sales and Strategy
Veeva's software helps our customers bring medicines and therapies to patients faster. Veeva [NYSE: VEEV] is the leader in cloud-based software for the global life sciences industry. Veeva is a Work Anywhere company which means that you can choose to work in the environment that works best for you - on any given day. The Role The Senior Director of Finance for Sales and Strategy will have the opportunity to lead our FP&A business partnership with our Global Sales and Strategy teams. Veeva's headquarters is located in the San Francisco Bay Area with offices in more than 15 countries around the world.$175k-275k yearly3d ago
Senior Director - Shared Services Finance - Remote
If this sounds exciting to you, join the herd About the opportunity As the Senior Director - Shared Services Finance, you will report directly to the Chief Financial Officer and be responsible for business partner support for the Company's shared services - including Finance, Legal, People, Data, Information Technology, Infrastructure, and Information Security. Tucows (NASDAQ:TCX, TSX:TC) is possibly the biggest Internet company you've never heard of.$185k-226.8k yearly4d ago
Vice President, Financial Resource Optimization
Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan.$117k-159k yearly23h ago
Senior Finance Director, Global eCommerce Logistics Pricing & Strategy (Remote)
You are a forward thinker who will work very closely with the Pitney Bowes Commerce Services teams to monitor the performance of the portfolio and recommend, develop, and implement actions to adapt to the current environment. Your background: As a Senior Finance Director for Global Logistics eCommerce Pricing and Strategy, you have: 10 years' experience in pricing in relevant industry. Job Description: At Pitney Bowes, we do the right thing, the right way. If this sounds like you, then you may be a great fit for Pitney Bowes. As the Senior Finance Director for Global eCommerce Logistics Pricing and Strategy (Remote based anywhere in US) at Pitney Bowes, you can too. At Pitney Bowes, we do the right thing, the right way.$168k-210k yearly1d ago
Director, Corporate Finance - Remote
About the Role The Coalition FP&A team is passionate about solving some of the company's most pressing business issues. The team is responsible for leading Coalition's budget, driving annual and quarterly planning processes, allocating and deploying the companys resources efficiently, performing financial analyses, and partnering with teams across the company. Coalition is also backed by leading global insurers like Allianz, Arch Insurance, Lloyd's of London, Swiss Re and Zurich North America. Coalition has experienced tremendous growth by helping organizations of all sizes solve real-world problems and by remaining true to our founding values of character, humility, responsibility, purpose, authenticity and inclusion. Today, Coalition is one of the world's largest commercial insurtech serving over 160,000 customers. In this highly visible role you'll use your strong analytical, critical reasoning, communication, and influencing skills to help ensure Coalition meets its overall strategic, operational, and financial goals. In June 2022, Coalition closed an additional $250 million in Series F Funding to accelerate its rapid growth at a time when many other companies struggled to find funding. Coalition's Active Insurance policies combine traditional coverage with a digital risk assessment and monitoring technology to help small and medium-sized businesses protect themselves in today's hyper-connected world. This latest funding validated that Coalition is building a long-term business that can deliver profitable growth with a clear strategic advantage. About Us Founded in 2017, Coalition combines cybersecurity and insurance to help organizations prevent digital risk before it strikes. The team at Coalition is made up of cybersecurity and technology experts, as well insurance industry veterans.$76k-112k yearly est.3d ago
Implementation of Finance Plans/Negotiations of Finance Agreements: Communicate with bankers to resolve open issues with potential/actual lenders, lead the negotiations of financing documents and when necessary, negotiate finance documents, including negotiation of loan agreement Financial Modeling: Provide oversight and review of project financial modeling throughout the development and closing process to assure that NRG prepares accurate financial models. Accounting/Tax/Legal Issues : Communicate with NRG accounting/tax/legal/risk and appropriate outside advisors to ensure the accuracy of models and resolve accounting/tax issues. A Fortune 500 company, operating in the United States and Canada, NRG delivers innovative solutions while advocating for competitive energy markets and customer choice, working towards a sustainable energy future. Liaise with Rating Agencies, lenders and, from time to time, investors to communicate the company financial strategy and projections Other Essential Functions : The Director, Finance will be responsible for leading other special projects as they arise. The Director, Finance will lead the development and implementation of evaluative tools and methodologies including modeling guidelines and financial policies Working Conditions: Hybrid work schedule with a mix of three days in-office and 2 days remote work. At NRG, we're bringing the power of energy to people and organizations by putting customers at the center of everything we do.$135k-179k yearly est.4d ago
Director of Finance / Business CFO - Forsyth Health - Remote
The Director of Finance / Business CFO oversees the overall financial strategy, risk management, pricing governance, accounting practices and financial support for all of Forsyth Health. The Director of Finance is responsible for supporting the President and Senior leadership in developing strategic and operating plans in order to achieve business and financial objectives as a forward-thinking financial business partner. Serves as an influential strategist with a solid understanding of market and industry trends and dynamics in order to assist in formulating the future direction and tactical initiatives for the businesses. Key Responsibilities: Assist in direction of the business from a financial perspective including the development and implementation of company strategies, operational goals, and policies. Serve as both a financial and, at times, strategic business advisor to the leadership team and President. Support and advise on the short and long-term performance of the division Provide leadership in the development of strategic financial objectives aligned with the strategic growth plan of the organization Provide oversight, strategy and support of client risk contracts to ensure accurate pricing, governance, reporting and financial management Key matrix partner to Corporate Finance teams; accountability to ensure the organization provides accurate analysis, reporting and management to support Enterprise financial, risk and reporting requirements. Drives financial discipline across all the financial and business teams within. Direct the development and preparation of short and long-term profit plans for the business with a comprehensive strategy around growth potential in consideration of the current state Responsible for delivery of monthly, quarterly, and annual financial projections and consolidation Responsible for ensuring closest to the pin forecasting, variance analysis and achievement of business plans Experience/Knowledge, Education and Other Requirements: Strong financial and or actuarial background with a minimum of 10 years of business experience in the healthcare industry. Advanced degree required. Must have comprehensive understanding and advanced knowledge with all phases of financial planning and management, budgeting and forecasting. Clear understanding of income and balance sheet statements and accounting principles. Demonstrated ability to think/act strategically from a value creation perspective and influence key leaders and matrix partners. Ability to influence with authority across stakeholder groups, with executive presence. Excellent written and oral communication skills. Ability to interact with all levels of leaders across the company. Results driven, quick learner and ability to establish credibility with varied audiences. Key Competencies Required: Executive Presence Managing vision and purpose Strategy Focus and Agility Collaborating with Others Inclusively Cross-Cultural Agility If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload. For this position, we anticipate offering an annual salary of 130,000 - 216,600 USD / yearly, depending on relevant factors, including experience and geographic location. This role is also anticipated to be eligible to participate in an annual bonus and long term incentive plan. We want you to be healthy, balanced, and feel secure. That's why you'll enjoy a comprehensive range of benefits, with a focus on supporting your whole health. Starting on day one of your employment, you'll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs. We also offer 401(k) with company match, company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays. For more details on our employee benefits programs, visit Life at Cigna . About Evernorth Health Services Evernorth Health Services, a division of The Cigna Group, creates pharmacy, care and benefit solutions to improve health and increase vitality. We relentlessly innovate to make the prediction, prevention and treatment of illness and disease more accessible to millions of people. Join us in driving growth and improving lives. Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws. Cigna has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State.$125k-205k yearly est.4d ago
Based on recent jobs postings on Zippia, the average salary in the U.S. for a Controller, Vice President is $161,965 per year or $78 per hour.
The highest paying Controller, Vice President jobs have a salary over $237,000 per year while the lowest paying Controller, Vice President jobs pay $110,000 per year
Updated May 31, 2023
Average Controller, Vice President Salary
5 Common Career Paths For a Controller, Vice President
A chief financial officer is responsible for managing and reviewing the financial status of a company. Chief financial officers' duties include ensuring the accuracy of financial reports, monitoring the company's expenses and budget goals, providing recommendations to prevent financial loss and increase revenues, processing the company's tax obligations, and resolving financial disputes. A chief financial officer must have an impeccable knowledge of the financial industry, updated with the current market trend, and strong leadership and decision-making skills to support the organization's financial department.
The vice president of finance is one of the highest-ranking executives in a company. He/She or she works under the chief financial officer, and both have similar duties that are often interchangeable. This executive's primary function is to oversee the company's financial records and project future financial plans and investments. The finance vice president ensures that the company's finances are managed suitably and effectively. This role's responsibilities include leading the team towards achieving the company's financial mission, monitoring the financial performance, preparing and presenting financial reports, and conducting audits on financial expenditures, assets, and liabilities.
A Senior Vice President's responsibilities vary according to the company or organization. Still, it mostly revolves around overseeing and leading a particular department's activities and operations, reporting to the president and the board, evaluating the progress and performances of teams and employees, and maintaining constant communication with staff and management. Furthermore, A Senior Vice President is also involved in forming strategies that would benefit the sales of the company, seek innovative options, review documents, and ensure that the operations are up to the standards of the company's policies and regulations.
Vice presidents are usually considered the second-in-command in the organization, depending on the organization structure. They take over when the president is unavailable to fulfill duties. They may also represent the organization in external events and other official functions. They are important members of the boardroom, and their opinions are usually sought after as well. Vice presidents are usually poised to follow the president's footsteps in the organization, especially if the president is nearing retirement. They also make urgent and crucial decisions when the president is not available to do so. Vice presidents must have strong business acumen, decision-making skills, and professionalism.
A finance director's role is to oversee all financial activities and aspects of a company or organization. One of their duties is to gather necessary financial data and cultivate reports on essential matters such as revenue and budget, provide risk assessments and estimates, implement vital policies, and allocate funds within the company. Furthermore, a finance director must also devise strategies and recommend innovative methods for financial gains, while in adherence to the organization's policies and regulations.
Illustrated Career Paths For a Controller, Vice President