Talent.com
Part-time Financial Services Consultant

Part-time Financial Services Consultant

VirtualVocationsSignal Hill, California, United States
3 days ago
Job type
  • Part-time
Job description

A company is looking for a Part-time Director, Financial Services Consultant.

Key Responsibilities

Lead or co-lead short-term, project-based consulting engagements for district- and state-level clients

Conduct advanced Excel-based financial modeling, scenario planning, and ROI analysis

Facilitate executive-level advisory sessions and synthesize complex financial data into actionable insights

Required Qualifications

Expertise in school district finance, budgeting, and resource strategy

Advanced proficiency in Excel-based financial modeling and scenario analysis; experience with Power BI preferred

Proven ability to translate complex financial information for executive and non-financial audiences

Experience facilitating discussions with CFOs, Superintendents, and leadership teams

Ability to work independently and adapt to new project contexts and client needs

Create a job alert for this search

Financial Consultant • Signal Hill, California, United States

Related jobs
  • Promoted
Senior Treasury Management Sales Consultant - Los Angeles, San Francisco, Menlo Park, Walnut Creek,

Senior Treasury Management Sales Consultant - Los Angeles, San Francisco, Menlo Park, Walnut Creek,

BankTalent HQLos Angeles, CA, United States
Full-time
Are you a results-driven Treasury Management professional with a passion for solving complex financial challenges and delivering tailored solutions? We're seeking a high-performing sales consultant...Show moreLast updated: 30+ days ago
  • Promoted
Leasing Consultant

Leasing Consultant

Sares-Regis GroupHuntington Beach, CA, US
Full-time
Sares Regis Group of Newport Beach, California, is a privately held real estate development, investment and management firm that focuses on commercial properties and multifamily communities in the ...Show moreLast updated: 1 day ago
  • Promoted
Financial Consultant - Irvine, CA

Financial Consultant - Irvine, CA

Fidelity InvestmentsSanta Ana, CA, US
Full-time
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show moreLast updated: 1 day ago
Sales Consultant Part-Time

Sales Consultant Part-Time

Victra - Verizon Wireless Premium RetailerLos Angeles, CA, US
Part-time
Victra is Verizon's largest premium retailer in the United States.We are seeking Sales Consultants who deliver world-class service to Every Guest. From executing Victra's sales process to sharing yo...Show moreLast updated: 30+ days ago
Part Time Leasing Consultant

Part Time Leasing Consultant

Asset LivingPico Rivera, CA, US
Full-time +2
Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide.Founded in 1986, Asset Living has decades of experience delivering exceptional value ...Show moreLast updated: 30+ days ago
Part-time CFP Financial Planner (remote)

Part-time CFP Financial Planner (remote)

HippocraticWestlake Village, CA, United States
Remote
Full-time +1
Quick Apply
We are a boutique registered investment advisory firm that has been serving physicians across the United States for over 12 years. We specialize in delivering comprehensive, integrated financial pla...Show moreLast updated: 30+ days ago
  • Promoted
Financial Controller

Financial Controller

24 Seven TalentOrange County, CA, United States
Full-time
San Diego County / Orange County Office - NO RELOCATIONS.Ideal candidate has background in CPG or Personal Care Products. This pivotal role demands a strategic thinker with a firm grasp on financial...Show moreLast updated: 12 days ago
  • Promoted
Financial Reporting Consultant

Financial Reporting Consultant

Pacific LifeNewport Coast, CA, US
Full-time
Financial Reporting Consultant.Pacific Life is investing in bright, agile, and diverse new talent to ensure we continue to innovate and strengthen relationships with our policyholders.That's why we...Show moreLast updated: 30+ days ago
  • Promoted
VP, Financial Consultant - Encino, CA

VP, Financial Consultant - Encino, CA

Charles SchwabEncino, CA, US
Full-time
Click the link below to review our Investment Professionals' incentive structure.Investment Professionals' Compensation | Charles Schwab. Here, innovative thought meets creative problem solving, hel...Show moreLast updated: 30+ days ago
  • Promoted
Senior Treasury Management Sales Consultant - Los Angeles, San Francisco, Menlo Park, Walnut Creek, Irvine, or San Diego

Senior Treasury Management Sales Consultant - Los Angeles, San Francisco, Menlo Park, Walnut Creek, Irvine, or San Diego

Los Angeles StaffingLos Angeles, CA, US
Full-time
Senior Treasury Management Sales Consultant.Are you a results-driven Treasury Management professional with a passion for solving complex financial challenges and delivering tailored solutions? We'r...Show moreLast updated: 1 day ago
  • Promoted
Finance Consultant

Finance Consultant

RIT SolutionsLong Beach, CA, US
Temporary
Target Start Date : Immediately.Duration : 6-month contract with likely extensions.They need to have experience working with SAP and Oracle EPM (Enterprise Performance Management).Show moreLast updated: 1 day ago
  • Promoted
Client Relationship Consultant 2 (Banker) - Newport Coast Pavilions, CA (38hrs)

Client Relationship Consultant 2 (Banker) - Newport Coast Pavilions, CA (38hrs)

California StaffingNewport Coast, CA, US
Full-time
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 1 day ago
  • Promoted
Financial Consultant- Century City, CA

Financial Consultant- Century City, CA

Fidelity InvestmentsArcadia, CA, US
Full-time
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show moreLast updated: 5 days ago
  • Promoted
Part-Time Retail Sales Consultant

Part-Time Retail Sales Consultant

SPECTRUMHuntington Beach, California, United States
Part-time
This role requires the ability to work lawfully in the U.Plus, enjoy perks like free and discounted internet, TV, and mobile, all while paving the way for a long and rewarding career with us.Do you...Show moreLast updated: 14 days ago
  • Promoted
VP, Financial Consultant- Newport Beach, CA

VP, Financial Consultant- Newport Beach, CA

Charles SchwabNEWPORT BEACH, CA, United States
Full-time
Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitm...Show moreLast updated: 30+ days ago
  • Promoted
Financial Consultant- Newport Beach, CA

Financial Consultant- Newport Beach, CA

Fidelity InvestmentsNewport Beach, CA, US
Full-time
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show moreLast updated: 30+ days ago
  • Promoted
Investment Consultant- Manhattan Beach, CA

Investment Consultant- Manhattan Beach, CA

Charles SchwabEl Segundo, CA, US
Full-time
Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. If you are seeking the first step towards a rich...Show moreLast updated: 27 days ago
  • Promoted
Part Time Retail Sales Consultant

Part Time Retail Sales Consultant

Los Angeles StaffingLos Angeles, CA, US
Part-time
Part Time Retail Sales Consultant.Job Title : Part Time Retail Sales Consultant.Wage Scale / Schedule / Class / Level : Y6. Time on Assignment (TOA) : Residency : Time in Title (TNT) : Job Family : CS Union Aff...Show moreLast updated: 1 day ago