Client Relationship Management:

Serve as the primary point of contact for designated clients, building strong relationships and ensuring exceptional service delivery

Understand client needs and objectives to provide strategic financial guidance and support

Collaborate with clients to develop financial plans, resolve issues, and identify growth opportunities

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Team Management:

Lead and manage a team of financial professionals, including hiring, training, and performance evaluations

Provide guidance, coaching, and mentoring to foster a positive, collaborative work environment

Delegate tasks effectively to balance workloads and meet deadlines

Conduct regular team meetings to communicate goals, initiatives, and performance expectations

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Financial Close Process:

Oversee the financial close process to ensure accuracy, timeliness, and regulatory compliance

Coordinate with accounting, treasury, and operations teams to gather data and resolve discrepancies

Review financial statements and reports, identifying improvement areas and implementing corrective actions

Develop and implement standardized processes and controls to enhance efficiency and reduce risk

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Financial Analysis and Reporting:

Perform in-depth financial analysis to assess client performance and support decision-making

Prepare and present financial reports highlighting key findings, trends, and recommendations

Monitor client portfolios to identify potential risks and opportunities

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Compliance and Risk Management:

Ensure compliance with regulatory requirements, industry standards, and internal policies

Implement and maintain effective risk management practices to monitor and mitigate financial risks

Stay current on industry developments, regulations, and best practices, updating processes and controls as needed