Senior Financial Advisor

Company: VirtualVocations
Location: Vista
Posted on: May 5, 2025

Job Description:

A company is looking for a Senior Financial Advisor to lead financial strategy and drive business outcomes.
Key Responsibilities

Identify and prioritize financial strategies to align with the company's strategic goals
Develop holistic financial strategies using customer insights to maximize ROI
Lead annual and long-term financial planning efforts and analyses

Required Qualifications

Bachelor's degree or advanced degree (where required)
5+ years of experience in a related field, or 7+ years in lieu of a degree

Keywords: VirtualVocations, Huntington Park , Senior Financial Advisor, Accounting, Auditing , Vista, California

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