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The AVP - Strategic Financial Planning and Reporting is a Select Health role responsible for overseeing financial activities related to forecasting, long-range financial planning, capital investments, growth, and transactions.
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Financial Acumen: In-depth knowledge of financial principles, capital market lending, private equity relations, financial planning and analysis, risk management, and regulatory compliance.
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Lead the prospecting charge: Actively identify and engage with C-suite executives and decision-makers across banking, insurance, wealth management, and other financial services sectors. Develop strategic partnerships: Foster strong relationships with key partners like Microsoft, Google Cloud, AWS, Snowflake, Databricks, and Informatica.
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Experience as the owner of extraordinary client relationship management and delivery with financial investors in healthcare/life sciences (Private Equity / Venture Capital / Hedge Fund) and Biopharma.
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A BA degree is required, preferably in finance, financial planning, accounting, or business; Graduate degree from business school would be a plus. The Wealth Management Service Advisor is a full-time position reporting to the Lead Wealth Planner and Managing Director.
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Experience with the financial planning software eMoney, as well as Redtail (CRM), Wealthscape, Albridge, Microsoft Office suite, including Teams, (or similar financial, portal and CRM software.
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12+ years of experience as a Human Resources Business Partner, Consultant, Strategist or Specialist including experience with Associate or Employee Relations, Change Leadership, Talent Acquisition, Compensation, Talent Management, Organizational Development, Employment Practices, or Employment Law.
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Partners with the Vice President Finance in the preparation of short- and long-range strategic plans, and monthly financial/operational reporting for various lines of business.
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Coaches Project Director on issues pertaining to financial and risk management, donor relationship management, staff management, program design, and annual work planning and communications.
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Oversee the management of donor database systems, ensuring accurate gift processing, donor acknowledgment, and financial reporting. The Director of Advancement will be responsible for the strategic direction, management, and execution of all fundraising, development, marketing, and communication initiatives, including managing an endowment campaign, alumni relations and current family engagement.
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Partner with multiple lines of business within Capital One including but not limited to: Treasury Management, Wealth Management, and Vantiv Merchant Services to help cross-sell Capital One products and services and deepen new and existing banking relationships.
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Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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Our Performance Improvement services include Finance Transformation, Financial Planning & Analysis, Integration & Carve Out Services, Shared Services Optimization, Operations & Supply Chain, Program & Change Management, and Profit Enhancement.
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6+ years of experience in Partner Architecture, Solutions Consulting, Sales Engineering, Solutions Architecture, or similar customer-facing roles, focusing on implementing business SaaS solutions and utilizing APIs, preferably within the financial sector.
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Accurately analyze & explain key cost drivers and annual financial trajectory, provide strategic insights and suggest actions to business and finance partners. Partner with finance and business leadership to assess the financial implications of ongoing efforts.
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strategic planning business partner capital management financial reporting jobs Title: director
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