Finance Director
1 day ago
At Atticus Advisory Solutions Inc, we are seeking a highly skilled Finance Director to lead our client portfolio management efforts. With a strong background in finance and a proven track record of managing complex financial relationships, this individual will oversee the financial needs of our clients, develop comprehensive financial plans, and provide strategic financial advice.
Key Responsibilities:- Manage a diverse portfolio of clients, serving as their primary point of contact for all financial matters
- Develop and maintain strong relationships with clients by providing high-quality financial advice and exceptional customer service
- Conduct thorough financial analysis and create customized financial plans to help clients achieve their financial objectives
- Monitor and review client portfolios to ensure they align with their financial goals, making recommendations for adjustments when necessary
- Stay up-to-date on market trends and changes in the financial industry to provide clients with the most current and relevant advice
- Collaborate with other team members to develop and implement strategies for business growth and client retention
- Ensure compliance with all relevant US laws, regulations, and company policies
- Provide regular reports and updates to management on client portfolios and financial performance
We estimate the salary range for this position to be around $120,000 - $150,000 per year, depending on experience and qualifications.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Minimum of 3-4 years of experience in a similar role, preferably in the Marketing Agency, Advertising, and other similar industries
- Strong knowledge of financial planning, investment management, and risk management
- Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients
- Proven track record of managing client relationships and delivering exceptional customer service
- Ability to analyze complex financial data and make sound recommendations
- Detail-oriented with strong organizational and time-management skills
- Proficient in MS Office and financial software, Netsuite experience is a plus
- CPA or CFA certification is a plus
- US GAAP experience is a plus
We offer a competitive benefits package, opportunities for professional development and career growth, a dynamic and collaborative work environment, and a chance to work with a diverse and talented team of professionals. If you are a motivated and experienced finance professional looking for a new challenge, please consider joining our team at Atticus Advisory Solutions Inc.
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