Financial Business Partnering

Financial Business Partnering Finance Jobs

2 jobs found

Today

Financial Sales Manager II

First Citizens Bank Dallas, TX

Dallas, TX

Today

Full time Manager B2B Business Development

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Job Description

Lead the sales and associate performance for a boutique business branch, with a primary focus on outbound calling and new business development in Dallas.

Responsibilities

Manage team performance and personnel activities to ensure operational soundness while executing against a plan to deliver results
Drive accountability to role expectations, responsibilities, and authorities using ongoing one-on-one feedback and coaching
Provide proactive use of expertise from bank partners, other managers, and team resources
Achieve assigned individual and/or team financial, production, and relationship results against defined metrics and goals
Conduct proactive outreach to engage customers, prospects, and referral sources
Represent the Bank in the community by participating in civic and community events to generate additional business and identify potential CRA opportunities
Apply sales practices designed to create value for both customers and the bank
Coordinate partnering, planning, and preparation to ensure conversations include relevant financial guidance for informed decisions
Build collaborative partnerships that support value for customers, prospects, and colleagues
Initiate conversations to identify sales or referral opportunities
Listen to customer needs, ask insightful questions, and take prompt action to address immediate needs
Seek coaching, support bank initiatives, and use available tools to optimize performance
Comply with regulations, bank policies, procedures, and delegated authorities to manage risk across credit, operational, reputational, regulatory, and legal areas
Complete required training by established deadlines
Perform general office management duties as assigned to maintain operational efficiency
Support operational accuracy and efficiency for deposit-handling associates where applicable
Maintain accountability for both individual contributions and team performance outcomes

Requirements

Bachelor's Degree and 4 years of experience, OR High School Diploma or GED/Equivalent and 8 years of experience in sales, customer service, or lending, including supervisory experience, or financial services sales
If licensing is required, complete the bank sponsored licensing program within 12 months of entering the role
Complete federal registration and annual renewal as required by the SAFE Act
Valid driver’s license required
Frequent driving required to other offices and to meet with bank customers; bank car not provided

Position Specific Skills

Providing financial guidance and expertise
Financial literacy and financial analysis
Knowledge of retail banking products and services
Business development; networking and building centers of influence
Ability to apply a structured sales process
Sales management and leadership; performance coaching

Additional Information

Benefits are an integral part of total rewards. More information is available at https://jobs.firstcitizens.com/benefits.

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2d ago

Senior Finance Business Partner

Deloitte Tampa, FL

Tampa, FL

2d ago

Full time Senior Accounting Analytical Skills

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Job Description

The Senior Finance Business Partner role supports business decision-making by leading key finance processes and delivering executive-level insights. Working onsite in Tampa, FL, the position partners with global finance leaders and member firms while managing reporting, planning, and financial controls.

Key Responsibilities

Lead financial reporting, budgeting, forecasting, and expense management activities, translating results into insights that support business decision-making and operational efficiency.
Partner with offshore resources and finance colleagues to produce executive-level reporting, dashboards, analysis, and presentations for leadership.
Provide financial analysis and recommendations to support strategic initiatives, performance management, and ad hoc leadership requests.
Collaborate with Global Finance leaders and member firms on cross-functional projects, developing actionable recommendations and implementation plans.
Manage financial controls, reconciliations, billing, recovery, and reporting processes to maintain accuracy, compliance, and effective governance.
Support team development through knowledge sharing, process improvement initiatives, and collaboration across the global finance network.

Required Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related discipline (or equivalent experience).
Minimum 3 years of experience in Financial Planning & Analysis (FP&A), financial reporting, budgeting, forecasting, and management reporting.
Experience supporting executive reporting and business decision-making within a complex, global organization.
Advanced proficiency in Microsoft Excel, PowerPoint, and Word.

Preferred Skills and Tools

Experience with SAP.
Experience with Power BI and data visualization tools.

Technologies

Microsoft Excel
Microsoft PowerPoint
Microsoft Word
SAP
Power BI
Data visualization tools

Benefits

Limited immigration sponsorship may be available.

About the Team

The Global Finance team provides research and analysis focused on the financial health of the Deloitte organization worldwide. The team advises, guides, and monitors global initiatives across five major areas: tax, member-firm reporting, finance and accounting, strategic projects, and financial analysis.

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Financial Business Partnering Finance Jobs

Financial Sales Manager II

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