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Bank Of America Market Financial Center Manager United States, Washington, Bonney Lake
Operates as a back up financial center leader within a market. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines...
Develops talent, including proactive sourcing of candidates. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines and coaching. Creates a...
Manages client traffic, engaging and appropriately routing clients, and fosters client retention. Manages business results through formalized management routines and coaching. Creates a world class client experience environment. Manages market-level...
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Operates as a back up financial center leader within a market. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines...
Operates as a back up financial center leader within a market. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines...
In today's tech industry, being an effective Chief Financial Officer (CFO) requires skill and aptitude beyond traditional financial management roles. At Expoint, we understand this, and seek out top-tier CFOs that thrive in fast-paced, innovative environments. Our CFOs must possess the necessary technical knowledge and financial acumen necessary to maintain shareholder value and oversee investments, while partnering with stakeholders to develop and implement strategic business objectives.
Serving as the primary financial lead and trusted advisor in the organization, Expoint's CFO must create and direct all financial activities to include budgeting and forecasting, financial reporting and analysis, accounting, and accounts payable/receivable. In addition to financial management, our CFOs must also manage fundraising initiatives, liaise with all investors, and advise stakeholders on all appropriate financial related matters.
Given the data-centric nature of the tech industry, the ideal Expoint CFO must have a working knowledge of analytics platforms, possess strong data-generalizing skills that integrate complex multi-dimensional data sets into business models, and have the ability to identify potential opportunities and mitigate potential risks.
Our CFOs manage and develop our financial teams, ensuring that goals and objectives are met timely and accurately. As our CFOs act as a financial and business strategist in the organization, they must maintain in-depth knowledge of the tech industry, while being able to recognize and assess incoming trends and capitalize on potential business opportunities.
To be successful at Expoint and stand out from the competition, CFO candidates should have an advanced degree in finance and accounting, a strong record of financial stewardship, management experience and the demonstrated ability to succeed in the tech industry. Enclosed in the CFO role are immense opportunities for commendable work, financial stability and career advancement in the exciting and ever-evolving tech sector.