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Financial consultant Jobs in Scottsdale, AZ

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Financial consultant • scottsdale az

Last updated: 21 hours ago
Financial Consultant

Financial Consultant

Constellation Search GroupScottsdale, AZ
Full-time +1
Constellation Search Group is looking for a Financial Consultant for a direct hire full time opportunity.The Financial Consultant will be setting financial objectives and planning business developm...Show moreLast updated: 30+ days ago
  • Promoted
Financial Consultant (FSB) - Phoenix, AZ

Financial Consultant (FSB) - Phoenix, AZ

Charles SchwabPHOENIX, Arizona, United States
Full-time
Click the link below to review our Investment Professionals’ incentive structure.Investment Professionals' Compensation | Charles Schwab. At Schwab, you’re empowered to make an impact on your career...Show moreLast updated: 2 days ago
Financial Consultant & Interim Controller

Financial Consultant & Interim Controller

Ampcus IncorporatedPhoenix, AZ
Full-time +1
Technology and Business consulting services.We are in search of a highly motivated candidate to join our talented Team.Financial Consultant & Interim Controller. We are urgently seeking a qualif...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

JLM Strategic Talent PartnersPhoenix, AZ, US
Full-time
WHO IS JLM STRATEGIC TALENT PARTNERS & WHAT IS OUR ROLE.We partner with National & International prime contractors to provide them with qualified talent they can trust. We accomplish this by sourcin...Show moreLast updated: 30+ days ago
Financial Consultant

Financial Consultant

Capital Markets PlacementPhoenix, AZ, United States
Full-time
Vanguard has an exciting opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) self-directed clients who have sales opportunity and / or external sha...Show moreLast updated: 30+ days ago
Financial Wellness Consultant

Financial Wellness Consultant

PNC Bank NAPhoenix , AZ
Full-time +1
Handles relationship management activities with new and / or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with...Show moreLast updated: 17 days ago
Principal Financial Implementation Consultant

Principal Financial Implementation Consultant

Workday, Inc.Remote, AZ, USA
Remote
Full-time
As a Principal Functional Consultant, you will be responsible for ensuring the successful implementation of Workday's product solutions. You will provide your implementation expertise to our clients...Show moreLast updated: 17 days ago
EPL Claims Consultant - Financial Lines

EPL Claims Consultant - Financial Lines

GenZJobsScottsdale, AZ, United States
Full-time +1
Claims Consultant FL - CV07GEWe're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity ...Show moreLast updated: 30+ days ago
Financial Coordinator

Financial Coordinator

AFFILIATED DERMATOLOGYScottsdale, AZ, US
Full-time
Scottsdale Office - Scottsdale, AZ.Helps patients by providing service cost information and assistance.Collects outstanding balances and pre-appointment payments. Maintains patient charts with appro...Show moreLast updated: 1 day ago
  • New!
Financial Lead Consultant

Financial Lead Consultant

InfosysPhoenix, AZ, US
Full-time
This position will interface with key stakeholders and apply your technical proficiency across different stages of the Software Development Life Cycle including Requirements Elicitation, Applicatio...Show moreLast updated: 21 hours ago
Government Healthcare Financial Consultant

Government Healthcare Financial Consultant

Marsh & McLennan Companies, Inc.Phoenix, AZ, US
Full-time
We are seeking a talented individual to join our Government Healthcare Consulting team (GHSC) at Mercer.This role will be based in Phoenix, Atlanta, DC, or Minneapolis. This is a hybrid role that ha...Show moreLast updated: 30+ days ago
Government Healthcare Financial Consultant

Government Healthcare Financial Consultant

US048 Mercer Health & Benefits LLCE. Camelback,Phoenix
Full-time
We are seeking a talented individual to join our Government Healthcare Consulting team (GHSC) at Mercer.This role will be based in Phoenix, Atlanta, DC, or Minneapolis. This is a hybrid role that ha...Show moreLast updated: 30+ days ago
Financial Risk Lead Consultant

Financial Risk Lead Consultant

ITL USATempe, AZ, US
Full-time
Job description Infosys is seeking Financial Lead Consultant This position will interface with key stakeholders and apply your technical proficiency across different stages of the Software Developm...Show moreLast updated: 14 days ago
NextGen Financial Consultant - Arizona Based, Remote Flexibility

NextGen Financial Consultant - Arizona Based, Remote Flexibility

Turley Insurance SolutionsPhoneix, AZ, US
Remote
Full-time +1
Quick Apply
Ready to redefine your career with a remote-first opportunity in the financial space?.We’re currently partnering with driven individuals across Arizona who want to build a modern, flexible ca...Show moreLast updated: 18 days ago
Workplace Financial Consultant

Workplace Financial Consultant

VanguardScottsdale, AZ, US
Full-time
Vanguard has an exciting opportunity for a Workplace Financial Consultant who will manage a sales Book of Business of high-potential Workplace participants to nurture them for advice adoption, asse...Show moreLast updated: 17 days ago
  • Promoted
Financial Counselor

Financial Counselor

Universal Health Services, Inc.Phoenix, AZ, United States
Full-time
Quail Run Behavioral Health Hospital Phoenix is seeking a dynamic and talented.Challenging and rewarding work environment. Competitive Compensation and Generous Paid Time Off.Excellent Medical, Dent...Show moreLast updated: 6 days ago
Financial Consultant & Interim Controller

Financial Consultant & Interim Controller

AmpcusPhoenix, AZ
Full-time +1
Technology and Business consulting services.We are in search of a highly motivated candidate to join our talented Team.Financial Consultant & Interim Controller. We are urgently seeking a qualified ...Show moreLast updated: 17 days ago
IT Portfolio Financial Consultant | Information Technology

IT Portfolio Financial Consultant | Information Technology

Arizona Public ServiceScottsdale, AZ, United States
Permanent
Our present and future success depends on the creative and dedicated people of our company who demonstrate the principles outlined in the APS Promise : Design for Tomorrow, Empower Each Other and Su...Show moreLast updated: 30+ days ago
People also ask
Financial Consultant

Financial Consultant

Constellation Search GroupScottsdale, AZ
30+ days ago
Job type
  • Full-time
  • Permanent
Job description

Constellation Search Group is looking for a Financial Consultant for a direct hire full time opportunity. The Financial Consultant will be setting financial objectives and planning business development strategies for the company's clients with other team members and holding the members accountable for the plan. The Financial Consultant will be responsible for financial reporting, monitoring accounts, and preparing activity reports and financial forecasts and will also investigate ways to improve profitability and analyze markets for business opportunities, such as expansion, mergers, or acquisitions. The Financial Consultant will be well versed in the finance industry and will possess the ability to work and collaborate effectively within a highly fast-paced and team-centric environment.

Responsibilities :

  • Drive plans for major financial strategies, spending, system management, financial processes / controls for clients.
  • Work on optimizing and analyzing income statements, balance sheets, budgets, forecasts, and charts of accounts.
  • Conduct weekly / monthly follow-up with clients to determine the effectiveness of financial plans and fine-tune the tactics needed to increase profitability.
  • Prepare and deliver monthly financial reporting packages, activity reports, and financial forecasts.
  • Manage the quarterly / annual budgeting, revenue forecasting, and financial review process.
  • Collaborate with clients to set short- and long-term financial goals.
  • Work collaboratively with cross-functional teams, including Operations, Marketing, Human Resources, and Professional Development, to develop monthly strategies, quarterly plans, and annual plans for clients.
  • Create and deliver financial details and summaries to Leadership Team and clients.

Requirements / Qualifications :

  • Bachelor's degree in Finance, Accounting, Business, or related area of study, or equivalent work experience
  • At least 5 years' work experience in finance and accounting, preferably in a consulting capacity
  • Demonstration of an understanding of all aspects of a client's business from a financial standpoint and how it connects to the financial strategy and current financial standing of the business.
  • Ability to analyze a client's revenue streams, gross margin rates and profitability by product in an effort to devise forward-looking strategies and areas of opportunity.
  • Understanding of month-end closing cycle and can walk a client through the checklist.
  • Ability to develop complex financial models, budgets, and financial reporting packages.
  • Ability to analyze financial data and financial statements (P&L, Balance Sheet and Cash Flows) to devise the financial strategy of the business and where the resources and personnel time should be deployed.
  • Ability to understand the client's budget and roles within their team to develop individual incentive based off of performance metrics and KPIs.
  • Ability to make financial recommendations that will move the clients' businesses, grow their revenue and enhance their profitability.
  • Understanding of cash to accrual concepts, the benefits of each, and the impact on moving from one to the other
  • Intermediate knowledge of Excel functions and formulas to increase efficiency and the ability to analyze data within the business
  • Benefits : A competitive benefits package is provided.

    Salary Disclaimer : Salary range is commiserated with professional experience.

    Equal Opportunity Employer :

    We are deeply committed to building a diverse and inclusive team. We believe that different backgrounds and life experiences make our team better. We do not discriminate against qualified employees or applicants because of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by local law or ordinance.