Talent.com
Lead Financial Consultant
Lead Financial ConsultantFreese and Nichols • Fort Worth, TX, US
serp_jobs.error_messages.no_longer_accepting
Lead Financial Consultant

Lead Financial Consultant

Freese and Nichols • Fort Worth, TX, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Provide specialized consulting services in areas including : financial planning, rate studies, and strategic investment planning.

  • Prepare, or oversee development of, comprehensive financial models with an integrated set of financial scenarios, assumptions, and metrics.
  • Manage or oversee concurrent large, complex projects and successfully deliver these on time and on budget.
  • Compile financial data in an organized and concise manner and be able to present the data in writing and / or verbally to groups of stakeholders.
  • Effectively communicate about financial services with a multitude of audiences, including external clients, the general community, internal clients, and senior leadership.
  • Work with and maintain relationships with outside vendors and teaming partners to provide additional specialized support based on type of engagement.
  • Generate new and add-on business, including new contracts, contract extensions and renewals and increased scope with focus on industries and clients in the FNI value chain.
  • Consistently meet sales bookings and profitability goals.
  • Support client relationship management.
  • Supervise, delegate and oversee work of junior staff.
  • Effectively develop and articulate value proposition of service offerings to clients.
  • Collaborate with relevant team members to support account plans, pursuits and winning proposals.
  • Coordinate opportunities from prospect through engagement.
  • Work with leadership, legal and other involved parties on contract development and negotiations.
  • Work collaboratively with the company's resources to define the approach and strategy for achieving client requirements.
  • Communicate the status of opportunities, clearly articulate next steps and discuss potential risks.
  • Participate in industry organizations to the benefit of FNI.
  • Other duties as assigned. This job description is not designed to cover or contain a comprehensive list of activities or responsibilities that are required of the employee for this job. Duties and activities may change at any time.
  • Periodic travel required.

Qualifications

Required Skills and Qualifications :

  • 9+ years in financial services in the Utility industry.
  • Master's degree.
  • Preferred Skills and Qualifications :

  • 12+ years of relevant experience on municipal and local government projects. Education - M.S. / M.Eng / MBA
  • Concentration in Business, Finance or Accounting
  • About Freese and Nichols

    At the heart of our culture is our LEADS values (Learn continuously, Engage as family, Act with integrity, Deliver quality, and Serve always). Each year, our employee engagement survey confirms that our leaders and our employees live our values.

    We strive to be the firm of choice for clients and employees through innovative approaches, practical results, and outstanding service. For more than 130 years, we have been planning and designing the infrastructure our communities need : developing water supplies, designing roadways and bridges, preparing for natural disasters, and much more.

    Besides our comprehensive benefits package (see more at link), we offer paid overtime for salaried employees, an annual bonus, and access to company cabins in Red River, New Mexico. We are proud of our flexible work environment which includes a hybrid schedule with up to 40% of remote work, and an alternative work schedule program which provides a day off every other Friday.

    Join our team of 1,200+ employees as we grow from Virginia to Colorado. Learn more about working here at link

    Freese and Nichols is firmly committed to Equal Employment Opportunity (EEO) and prohibits employment discrimination for employees and applicants based on his or her age, race, color, pregnancy, gender, gender identity, sexual orientation, national origin, religion, marital status, citizenship, or because he or she is an individual with a disability, protected veteran or other status protected by federal, state, and local laws.

    We recognize that our workforce reflects the increasingly diverse nature of our society, and we strive to take advantage of that diversity with both our external and internal customers. As a Federal Contractor, Freese and Nichols is an equal employment, affirmative action employer.

    J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Financial Consultant • Fort Worth, TX, US

    Job_description.internal_linking.related_jobs
    Retirement Services Consultant

    Retirement Services Consultant

    VirtualVocations • Carrollton, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Retirement Services Consultant.Key Responsibilities Manage vendor relationships and oversee plan administration, onboarding, and compliance tracking Serve as a trusted...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Lead Financial Advisor

    Lead Financial Advisor

    VirtualVocations • Carrollton, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives. Key Responsibilities Deliver personalized financial advice, including eq...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Consultant | Remote Career | Mentorship & Flexibility

    Financial Consultant | Remote Career | Mentorship & Flexibility

    Ohana Outreach Financial • Arlington, TX, us
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    serp_jobs.filters_job_card.quick_apply
    Looking to leave the 9–5 behind without sacrificing stability?.We can show you how to build a rewarding, flexible career in financial services — even if you’re starting from scratch.Proven client s...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Leadership Consultant 1

    Leadership Consultant 1

    BD Holt Company • Irving, TX, US
    serp_jobs.job_card.full_time
    The Leadership Consultant is responsible for facilitating and maintaining Holt's Values Based Leadership(TM) curriculum.This role is responsible for refining material, promoting, and protecting...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Equity Compensation Consultant

    Equity Compensation Consultant

    VirtualVocations • Carrollton, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for an Equity Compensation Consultant to provide education and support to employee shareholders regarding their equity compensation plans. Key Responsibilities Serve as the pr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Assistant Director of Financial Planning

    Assistant Director of Financial Planning

    VirtualVocations • Grand Prairie, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for an Assistant Director of Financial Planning to oversee and mentor financial planning teams remotely. Key Responsibilities Mentor and coach Financial Counselors and Financi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Equity Compensation Consultant

    Senior Equity Compensation Consultant

    VirtualVocations • Irving, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Equity Compensation Consultant to provide guidance and support for high-net-worth employee shareholders. Key Responsibilities Serve as the primary contact for hig...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Leasing Consultant

    Leasing Consultant

    Asset Living • Carrollton, TX, US
    serp_jobs.job_card.full_time +1
    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 ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Lead Financial Analyst

    Lead Financial Analyst

    Solera • Roanoke, TX, US
    serp_jobs.job_card.full_time
    High-Performing Financial Analyst.We are looking for a high-performing Financial Analyst to join our dynamic finance team within a complex, multi-business SaaS organization.This role requires stron...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Certified Financial Planner

    Certified Financial Planner

    VirtualVocations • Grand Prairie, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Content Developer / SME.Key Responsibilities Develop, execute, and maintain content updates and schedules aligned with CFP Board requirements Manage content and c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Financial Management - Skunk Works - Level 3

    Senior Financial Management - Skunk Works - Level 3

    Lockheed Martin • Fort Worth, TX, US
    serp_jobs.job_card.full_time
    Senior Financial Management - Skunk Works - Level 3.This position is responsible for the day-to-day execution of ADP Program Finance activities. This position supports a multitude of program finance...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Leasing Consultant

    Leasing Consultant

    Atlantic Pacific Companies • Arlington, TX, US
    serp_jobs.job_card.full_time
    Florida, Georgia, Texas, California, North Carolina, and Washington, D.We are looking for passionate people who enjoy challenges and helping others. Does this sound like you? Join us!.An experienced...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    VP, Senior Wealth Consultant - Ultra High Net Worth - Westlake, TX

    VP, Senior Wealth Consultant - Ultra High Net Worth - Westlake, TX

    Charles Schwab • Westlake, TX, US
    serp_jobs.job_card.full_time
    As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated rela...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Lead Solutions Consultant

    Lead Solutions Consultant

    VirtualVocations • Arlington, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Lead Solutions Consultant.Key Responsibilities Act as a strategic advisor to executive stakeholders, influencing vision and technical direction for enterprise customers...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Consultant

    Financial Consultant

    RemoteWorker US • Arlington, TX, US
    serp_jobs.job_card.full_time
    Be among the first 25 applicants.Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to devel...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Investment Consultant - Southlake, TX

    Investment Consultant - Southlake, TX

    Fidelity Investments • Southlake, TX, US
    serp_jobs.job_card.full_time
    Investment Consultant - Southlake, TX at Fidelity Investments.The role is in Fidelity's Investor Center focusing on developing customized financial plans and growing client relationships with a ded...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Lead Financial Analyst

    Lead Financial Analyst

    VirtualVocations • Irving, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Lead Financial Analyst, Commercial.Key Responsibilities Serve as a player-coach to a small team and peers Own model development and business casing for growth initiati...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Solutions Architect - Finance

    Solutions Architect - Finance

    VirtualVocations • Grand Prairie, Texas, United States
    serp_jobs.job_card.full_time
    Solutions Architect - Financial Solutions.Key Responsibilities : Architect & Deliver POCs : Design and implement technical demonstrations tailored to finance and accounting customers Pre-Sales Eng...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Planner

    Financial Planner

    Charles Schwab • Roanoke, TX, US
    serp_jobs.job_card.full_time
    Position Type : Regular Your opportunity At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Financial Management - Skunk Works - Level 3

    Senior Financial Management - Skunk Works - Level 3

    Clearance Jobs • Fort Worth, TX, US
    serp_jobs.job_card.full_time
    Finance Position At Lockheed Martin.This position will be responsible for the day-to-day execution of ADP Program Finance activities. This position supports a multitude of program finance functions;...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted