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3,657 jobs found
09.07.2025
BOA
Bank Of America Financial Solutions Advisor - Consumer Investments South Sho... United States, Massachusetts, Quincy
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...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound...
Applying complex transfer pricing concepts and economic/financial knowledge to resolve client challenges. Providing a fully integrated approach to transfer pricing by preparing documents, participating in advanced pricing agreements (APAs) and...
Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....
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...
Assist in managing the annual budgeting and forecasting processes. Serve as a liaison between Firm-wide P&A, lines of business, and Functional Finance teams. Produce presentations and analysis for key internal...
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...
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.