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Financial Strategist Jobs in Indiana (NOW HIRING)

Senior Wealth Strategist

Indianapolis, IN

$116K - $150K/yr

Develop a detailed understanding of client financial profiles, including net worth, cash flow, ownership structures, estate plans, and charitable goals. * Wealth Strategy: Lead the development of ...

Senior Wealth Strategist

Indianapolis, IN · On-site

$116K - $150K/yr

Develop a detailed understanding of client financial profiles, including net worth, cash flow, ownership structures, estate plans, and charitable goals. * Wealth Strategy: Lead the development of ...

The CFO will serve as a strategic business partner to the CEO and executive leadership team, providing clear financial insight, driving operational efficiency, and ensuring disciplined capital ...

The CFO will serve as a strategic business partner to the CEO and executive leadership team, providing clear financial insight, driving operational efficiency, and ensuring disciplined capital ...

The position is responsible for leading the company's financial operations, ensuring accurate and timely financial reporting, maintaining compliance with GAAP and IFRS standards, supporting strategic ...

The position is responsible for leading the company's financial operations, ensuring accurate and timely financial reporting, maintaining compliance with GAAP and IFRS standards, supporting strategic ...

Chief Financial Officer

Rochester, IN · On-site

$85K - $130K/yr

The position is responsible for leading the company's financial operations, ensuring accurate and timely financial reporting, maintaining compliance with GAAP and IFRS standards, supporting strategic ...

Financial Advisor

Fort Wayne, IN · On-site +1

$90K - $120K/yr

Develop personalized financial strategies * Identify opportunities to expand client relationships * Focus on higher-value advisory services Qualifications * 10+ years of wealth management experience

Showing results 41-60

Financial Strategist information

See Indiana salary details

$42.8K

$133.1K

$168.9K

How much do financial strategist jobs pay per year?

As of Aug 10, 2026, the average yearly pay for financial strategist in Indiana is $133,092.00, according to ZipRecruiter salary data. Most workers in this role earn between $115,600.00 and $149,400.00 per year, depending on experience, location, and employer.

What is the difference between Financial Strategist vs Financial Analyst?

AspectFinancial StrategistFinancial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA or CFPBachelor's degree in finance, accounting, or related field; CFA is a plus
Work EnvironmentStrategic planning sessions, client meetings, corporate officesData analysis, financial modeling, report preparation
Employer & Industry UsageFinancial services firms, corporate finance departments, consultingInvestment firms, banks, corporate finance teams

While both roles require finance knowledge and certifications like CFA, a Financial Strategist focuses on developing long-term financial plans and advising clients or companies on financial growth strategies. In contrast, a Financial Analyst primarily analyzes financial data, prepares reports, and supports investment decisions. The Strategist's role is more consultative and strategic, whereas the Analyst's role is more analytical and data-driven.

What are some common challenges financial strategists face when collaborating with cross-functional teams?

Financial Strategists often work closely with departments such as marketing, operations, and executive leadership to align financial planning with broader business goals. One common challenge is translating complex financial data and models into actionable insights that non-financial stakeholders can easily understand and use. Additionally, balancing short-term departmental needs with long-term strategic objectives may require negotiation and compromise. Strong communication skills and adaptability are essential for building consensus and ensuring everyone is working toward the same financial targets.

What are the key skills and qualifications needed to thrive as a financial strategist?

To thrive as a Financial Strategist, you need strong analytical abilities, a solid foundation in finance or economics, and typically a bachelor’s or master’s degree in a related field. Familiarity with financial modeling software, advanced Excel skills, and certifications such as CFA or CFP are commonly required. Exceptional communication, critical thinking, and problem-solving skills help you build trust and present complex financial concepts clearly to clients and stakeholders. These skills and qualities are essential to develop effective financial plans, optimize investments, and drive organizational growth.

What is a financial strategist?

A Financial Strategist is a professional who develops and implements plans to help individuals or organizations achieve their financial goals. They analyze financial data, assess market trends, and create strategies for investment, risk management, and overall financial growth. Financial Strategists often work closely with clients to tailor solutions to specific needs, such as retirement planning, portfolio management, or business expansion. Their goal is to maximize financial performance while minimizing risks.
What are popular job titles related to Financial Strategist jobs in Indiana? For Financial Strategist jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Financial Strategist jobs in Indiana look for? The top searched job categories for Financial Strategist jobs in Indiana are:
Infographic showing various Financial Strategist job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $133,092 per year, or $64 per hour.

Chief Financial Officer/Controller

Career Academy Network of Public Schools

South Bend, IN • On-site

Full-time

Re-posted 26 days ago


Job description

Description

Job Title: Chief Financial Officer/Controller

Job Classification: District Leadership

Reports to:  Board President

Work Schedule: Calendar Year 

General Description: 

The Chief Financial Officer (CFO) serves as the senior financial leader for Career Academy Network of Public Schools (CANoPS) and is responsible for the overall financial strategy, planning, and fiscal integrity of the organization. The CFO oversees all aspects of finance, accounting, budgeting, performance management, procurement, grants management, and financial compliance to ensure responsible stewardship of public funds. This role is a key member of the executive leadership team and provides strategic financial guidance to the CEO, Superintendent, Board of Directors, and senior leadership.


Qualifications: 

  • Bachelor's degree in Accounting, Finance, Business Administration, or a related field required; Master's degree preferred.
  • Prior experience in a public school district, charter school network, or nonprofit organization strongly preferred.
  • Minimum of 10 years of progressive financial leadership experience.
  • Experience in analyzing and enhancing business processes to reduce cost and increase operational efficiency.
  • Demonstrated experience with public-sector accounting, budgeting, and financial reporting.
  • Strong knowledge of federal, state, and local funding regulations, including grant compliance.
  • Experience presenting financial information to executive leadership and governing boards.
  • CPA or similar professional certification preferred.

Primary Responsibilities: 

Executive & Strategic Leadership

  • Develop and implement a long-term financial strategy aligned with organizational goals and Indiana charter school requirements.
  • Serve as a key member of the executive leadership team and strategic advisor to the CEO.
  • Provide financial analysis and recommendations to support decision-making and organizational growth.
  • Support Board reporting, audits, and financial presentations as needed.

Financial Management & Budgeting

  • Provide executive oversight of finance, accounting, budgeting, procurement, and grants management across the network.
  • Oversee the development, management, and monitoring of the annual operating , key performance metrics, and capital budgets.
  • Ensure accurate forecasting, cash flow management, and financial planning.
  • Monitor financial performance and identify risks, trends, and opportunities.
  • Ensure responsible stewardship of public funds and organizational resources.

Accounting, Compliance, Audits & Reporting

  • Oversee all accounting functions, including general ledger, accounts payable, accounts receivable, and purchasing.
  • Ensure compliance with federal, state, and local regulations, including Indiana Department of Education requirements.
  • Lead and oversee all internal and external audits, including annual financial audits, grant audits, and compliance reviews.
  • Serve as the primary point of contact for external auditors and regulatory agencies, ensuring timely responses and resolution of findings.
  • Ensure timely and accurate financial reporting to leadership, authorizers, and other stakeholders.

Operations & Internal Controls

  • Establish and maintain strong internal controls, policies, and procedures.
  • Oversee financial systems and processes to ensure accuracy, efficiency, and transparency.
  • Collaborate with Operations and School Leadership to support day-to-day financial needs.
  • Oversee contracts, vendor payments, and financial risk management.

Team Leadership & Vendor Oversight

  • Lead, mentor, and evaluate finance and accounting staff.
  • Manage relationships with external vendors, auditors, banks, and financial consultants.
  • Ensure financial initiatives are delivered on time, within budget, and in compliance with regulations.

Cross-Functional & Stakeholder Collaboration

  • Collaborate closely with School Leadership.
  • Support financial planning related to staffing, enrollment projections, break-even calculations and program expansion.
  • Provide training and guidance to school leaders on budgeting and financial best practices.

School Activities: 

  • Attend Board of Directors meetings and present financial reports and recommendations.
  • Participate in executive leadership meetings, strategic planning sessions, and school-based meetings as needed to support operational alignment.
  • Collaborate with school leaders to ensure financial decisions support student success.
  • Represent the organization in financial discussions with authorizers, auditors, and community partners. 

Essential Skills and Abilities:

  • Strong strategic thinking and financial leadership skills.
  • Advanced knowledge of accounting principles, budgeting, and financial analysis.
  • Ability to communicate complex financial information clearly to non-financial stakeholders.
  • Strong leadership, supervisory, and team development skills.
  • High level of integrity, professionalism, and discretion.
  • Ability to manage multiple priorities in a fast-paced educational environment.
  • Commitment to the mission and values of Career Academy Network of Public Schools.
  • Must demonstrate foundational professionalism, including consistent attendance, punctuality, adherence to school policies and procedures, and strong employability skills. These are considered essential, non-negotiable expectations of the role.

What We Offer:

  • Opportunity to make a meaningful impact on student success and educational outcomes.
  • Collaborative, mission-driven work environment.
  • Professional development and ongoing learning opportunities.
  • Comprehensive benefits package.
  • The chance to contribute to an organization committed to excellence in education.
  • Equal Employment Opportunity
  • We are an equal opportunity employer. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Our Core Values:

  • Put Students First - Students are at the center of every decision.
  • Embrace Entrepreneurship and Innovation - We seek creative solutions and new ideas.
  • Extend Trust and Show Mutual Respect - Every voice matters, and we build trust daily.
  • Enjoy Life - We bring positivity and joy to our work while maintaining balance.
  • Work Together as a Team - We collaborate, support, and achieve more together.