We seek an experienced Finance SME to support our strategic financial initiatives, focusing on fundraising, financial planning, and investor engagement in our high-growth AI startup. Key responsibilities include leading fundraising efforts through financial modeling, market analysis, and ensuring regulatory compliance. The SME will also craft financial narratives for investors.
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Join our customer's team as a Personal Financial Advisor and empower individuals to reach their financial goals from the comfort of your home. Utilize your expertise in finance to offer empathetic advisory interactions while contributing to innovative AI-driven solutions. Assess clients' financial situations and develop comprehensive, tailored financial plans. Advise clients on investment strategies, tax optimization, retirement planning, and risk management.
$220,000–$260,000
USD/year
As the Senior Vice President of Finance for the Americas, you will offer strategic financial leadership for the Americas Business Unit. Reporting to the Corporate Executive VP of Finance, you will collaborate with the Americas COO and senior leadership to improve financial reporting, visibility, and systems, while steering long-term decision-making. Key responsibilities include overseeing accounting and finance operations, financial and tax reporting, financial planning and analysis, and managing incentive compensation.
This role requires an experienced Financial Planning Consultant to conduct a full review of our financial processes and outputs—particularly focused on our Profit & Loss (P&L) tracking, Sales Pipeline, Sales Forecasting, and Actuals vs Forecast analysis. You will be responsible for identifying gaps, inefficiencies, and opportunities for improvement, and advising on best practices for setting up a more robust financial planning and reporting structure that is scalable.