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Elevate Financial Jobs (NOW HIRING)

CFS

Finance Manager

San Antonio, TX · On-site

Opportunity to modernize and elevate FP&A, reporting, and modeling capabilities * Be part of a fast-moving, high-growth, transformation-focused environment What You'll Own * Lead financial modeling ...

CFS

Director of Finance & Accounting

Worthington, OH · Hybrid

... can elevate financial operations and serve as a key partner to senior leadership. This is a role for someone who wants more than oversight -- someone who's ready to shape processes, strengthen ...

LHH US

Chief Financial Officer

Lafayette, IN

$150K - $200K/yr

This is a hands-on leadership role with both strategic and operational responsibilities, ideal for a finance leader who can elevate financial processes while partnering closely with ownership. The ...

CFS

Finance Manager

San Antonio, TX · On-site

Opportunity to modernize and elevate FP&A, reporting, and modeling capabilities * Be part of a fast-moving, high-growth, transformation-focused environment What You'll Own * Lead financial modeling ...

CFS

Director of Finance & Accounting

Worthington, OH · Hybrid

... can elevate financial operations and serve as a key partner to senior leadership. This is a role for someone who wants more than oversight -- someone who's ready to shape processes, strengthen ...

CFS

Finance Manager

San Antonio, TX · On-site

Opportunity to modernize and elevate FP&A, reporting, and modeling capabilities * Be part of a fast-moving, high-growth, transformation-focused environment What You'll Own * Lead financial modeling ...

Exponent

Head of Finance

Kansas City, KS

$190K - $235K/yr

Elevate financial and operational reporting by integrating franchisor system data, building dynamic financial models, and providing executive-level insights and board communications. * Cash Flow ...

Diligent Robotics

Sr. Financial Analyst

$87K - $109K/yr

Elevate financial storytelling by connecting results to operational and strategic context; produce clear, concise commentary for the Head of Finance, executive leadership, and parent company ...

Elevate Teaching

Elevate Teacher Resident

Richmond, CA · On-site

$37K/yr

Access to scholarships, grants, and federal financial aid * Professional Development, coaching and mentorship from an experienced teacher * Priority hiring at Elevate partner school where resident ...

CFS

Vice President of Accounting

Boston, MA · Hybrid

$170K - $185K/yr

... elevate financial and investor reporting , partnering closely with the CFO • Drive process improvement, controls, and scalable accounting practices • Qualifications for the Vice President of ...

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What are the key skills and qualifications needed to thrive as a Financial Analyst, and why are they important?

To thrive as a Financial Analyst, you need strong analytical skills, proficiency in financial modeling, and a degree in finance, accounting, or a related field. Familiarity with tools like Microsoft Excel, financial databases (e.g., Bloomberg), and relevant certifications such as CFA are highly valued. Attention to detail, effective communication, and problem-solving abilities help you deliver actionable insights and collaborate with stakeholders. These skills and qualities are crucial for delivering accurate financial assessments and supporting sound business decisions.

What is the difference between Elevate Financial vs Financial Advisor?

AspectElevate FinancialFinancial Advisor
CredentialsVaries; often includes licenses like Series 7, 66, or CFP certificationTypically requires CFP, Series 7, and other licenses
Work EnvironmentFinancial firms, investment companies, or banksIndependent practice, banks, or financial firms
Industry UsageUsed in investment and financial planning firmsCommonly used for client-facing financial planning and investment advice

Elevate Financial and Financial Advisor roles often share similar credentials and work environments, focusing on client financial planning and investment strategies. However, Elevate Financial may refer to a specific company or program, while Financial Advisor is a broader industry role. Both roles require relevant licenses and certifications, and they operate mainly within financial services firms or banks.

What are some common challenges faced by financial advisors at Elevate Financial, and how does the company support overcoming them?

Financial advisors at Elevate Financial often encounter challenges such as building a client base, staying updated with regulatory changes, and managing market fluctuations. The company supports its advisors through structured mentorship programs, access to ongoing training, and advanced technology platforms for client management. Additionally, Elevate Financial fosters a collaborative team environment, enabling advisors to share best practices and receive guidance from experienced colleagues, which helps new hires adapt more quickly and effectively.

What is Elevate Financial?

Elevate Financial is typically a financial services company that offers a range of products such as personal loans, credit solutions, and financial planning. They aim to provide accessible financial options to individuals and businesses, often focusing on helping people with less-than-perfect credit. Elevate Financial may offer both online and in-person services, depending on the specific company. Their goal is to empower clients to improve their financial well-being through responsible lending and educational resources.

What job makes $10,000 a month without a degree?

High-paying sales roles such as real estate agents, insurance brokers, or software sales representatives can earn $10,000 or more monthly without a formal degree, often relying on strong communication skills, networking, and sales experience. Additionally, skilled trades like certain construction or electrical work may reach this income level with experience and certifications, especially in high-demand markets.
Infographic showing various Elevate Financial job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Finance Manager

CFS

San Antonio, TX • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

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Finance Manager

Location: San Antonio
Compensation: $125K – $135K + Bonus

This is not your typical Finance Manager position. This is an opportunity to sit at the table with executive leadership, influence key decisions, and help shape the future of a growing, private equity–backed organization in the energy sector.

If you’re someone who thrives on building, analyzing, and driving strategy not just reporting numbers, this role puts you at the center of it all.

Why This Role Is Different
  • Work directly with the CEO and VP of Finance, your insights won’t sit on a shelf, they’ll drive decisions
  • Be deeply involved in operational strategy, not just financial reporting
  • Expand into commercial analytics, marketing strategy, and pricing within oil & gas
  • Opportunity to modernize and elevate FP&A, reporting, and modeling capabilities
  • Be part of a fast-moving, high-growth, transformation-focused environment
What You’ll Own
  • Lead financial modeling, forecasting, and scenario planning that directly informs strategy
  • Build and refine advanced Excel models across a dynamic portfolio of 200+ wells
  • Turn complex operational data into clear, actionable insights for leadership
  • Partner closely with executives on ad hoc analysis, board-level materials, and key initiatives
  • Dive into commercial and marketing analytics, influencing pricing and revenue strategy
  • Identify opportunities to improve reporting, automation, and financial processes
What You Bring to the Table
  • Bachelor’s in Finance, Accounting, or related field
  • 5+ years of experience in FP&A, financial modeling, or strategic finance
  • Background in oil & gas, energy, or asset-heavy industries strongly preferred
  • Advanced Excel skills (modeling, Power Query, scenario analysis, etc.)
  • Strong presence and ability to communicate insights to executive leadership

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