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Financial Strategist Jobs (NOW HIRING)

MonteVista Homes

Chief Financial Officer

Bend, OR

$180K/yr

The CFO is the company's financial leader and strategic partner, responsible for translating vision into financial reality. This role owns all financial planning, land development pro formas, cash ...

Integra

Consulting CFO

Irvine, CA

$120K - $135K/yr

We are seeking an experienced and strategic Consulting CFO to join the Integra Consulting team. The Consulting CFO will oversee high-level financial strategy, lead client finance departments, build ...

Integra

Consulting CFO

Irvine, CA · On-site

$120K - $135K/yr

We are seeking an experienced and strategic Consulting CFO to join the Integra Consulting team. The Consulting CFO will oversee high-level financial strategy, lead client finance departments, build ...

Integra

Consulting CFO

Irvine, CA · On-site

$120K - $135K/yr

We are seeking an experienced and strategic Consulting CFO to join the Integra Consulting team. The Consulting CFO will oversee high-level financial strategy, lead client finance departments, build ...

Deloitte

Finance Strategy Consultant

Atlanta, GA · On-site

Share this job: Share: Share Finance Strategy Consultant with Facebook Share Finance Strategy Consultant with LinkedIn Share Finance Strategy Consultant with Twitter Caution against fraudulent job ...

Beta Academy

Chief Financial Officer

Houston, TX · On-site

Key Responsibilities Strategic Financial Leadership * Serve as the primary financial strategist for the organization. * Partner with the Superintendent, Chief Business Officer (CBO) and Board of ...

Beta Academy

Chief Financial Officer

Houston, TX

Key Responsibilities Strategic Financial Leadership * Serve as the primary financial strategist for the organization. * Partner with the Superintendent, Chief Business Officer (CBO) and Board of ...

Beta Academy

Chief Financial Officer

Houston, TX

Key Responsibilities Strategic Financial Leadership * Serve as the primary financial strategist for the organization. * Partner with the Superintendent, Chief Business Officer (CBO) and Board of ...

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Financial Strategist information

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$45K

$139.9K

$177.5K

How much do financial strategist jobs pay per year?

As of Jun 28, 2026, the average yearly pay for financial strategist in the United States is $139,867.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,500.00 and $157,000.00 per year, depending on experience, location, and employer.

What jobs pay 200,000 a year in the USA?

Financial strategists, especially those in senior roles such as Chief Financial Officers or senior financial advisors, can earn $200,000 or more annually, often requiring advanced certifications like CFA or CPA, extensive experience, and strong analytical skills. Other high-paying roles include investment bankers, corporate executives, and specialized consultants, typically working in high-pressure environments with long hours.

Is $200,000 enough to work with a financial advisor?

For a Financial Strategist, $200,000 can be a sufficient investment amount to develop comprehensive financial plans, including investment management and estate planning. The adequacy depends on individual financial goals, the complexity of the client's situation, and the advisor's fee structure, which may be a flat fee or a percentage of assets under management. Typically, clients with higher net worth or more complex needs may require larger portfolios or specialized services.

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.

Can financial advisors make $500,000 a year?

Financial strategists and advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized skills in high-net-worth advising. Achieving this level often requires advanced certifications, a robust network, and the ability to manage large portfolios or complex financial planning. Income varies widely based on location, firm size, and individual performance.

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, and why are they important?

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 does a financial strategist do?

A financial strategist develops and implements financial plans and strategies to help individuals or organizations achieve their financial goals. They analyze financial data, assess risks, and recommend investment, savings, or budgeting solutions, often using tools like financial modeling and requiring certifications such as CFP or CFA. Their work involves strategic planning, market analysis, and ongoing financial management.

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.
More about Financial Strategist jobs
What cities are hiring for Financial Strategist jobs? Cities with the most Financial Strategist job openings:
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What job categories do people searching Financial Strategist jobs look for? The top searched job categories for Financial Strategist jobs are:
Financial Strategist jobs near you
Infographic showing various Financial Strategist job openings in the United States as of June 2026, with employment types broken down into 6% As Needed, 6% Full Time, 77% Part Time, and 11% Contract. Highlights an 69% Physical, 4% Hybrid, and 27% Remote job distribution, with an average salary of $139,867 per year, or $67.2 per hour.
Chief Financial Officer (CFO)

Chief Financial Officer (CFO)

LiveWire Construction

Westmont, IL • On-site

Full-time

Posted 21 days ago

Job description


Job Title: Chief Financial Officer (CFO)


We are seeking a strategic and proven leader to serve as our Chief Financial Officer (CFO). The desired candidate has a background in the construction industry and is experienced in working across several related businesses, each with multiple service divisions. The CFO will develop financial plans and strategies, establish long-range goals and implement policies to support growth and maintain fiscal stability. This is an in-person role located in our Westmont, Illinois office.


Ideal Candidate Profile:


The successful candidate will be a financial strategist with operational sensibility, possessing sharp business acumen, and a hands-on approach to financial management in the construction sector. They will thrive in a dynamic environment, be an effective communicator, balance strategic oversight with attention to detail, all while building trust across all levels of the organization.


Compensation:

  • $180k - $250k
  • Sign-on bonus
  • STI based on year-end NP actual vs. budget performance
  • Potential for annual individual performance bonus


Role Summary:

The CFO will be directly responsible for overseeing the financial operations of three separate, related entities providing various construction services in the Midwest region with combined revenues of $75m, backlog of $100m+, 24 month projected backlog of $150m, and plans for geographic expansion. The CFO will manage the Controller who directly supervises all accounting staff: Accounting Manager, Payroll Specialist, Accounts Payable Administrator, Project Accountant, and Purchasing Manager.


Education & Credentials

  • Bachelor's degree in accounting, finance, or related field (required).
  • CPA or MBA strongly preferred.


Experience

  • Minimum 10-15 years of progressive financial leadership experience.
  • At least 5 years in a CFO or senior finance role in the construction industry or a project-based business environment.
  • Proven track record managing project-level financials, job costing, and construction-specific P&L structures.


Technical Proficiency

  • Expertise in construction accounting systems (e.g., Foundation, Sage 300 CRE, Viewpoint Vista, Procore financials, or similar).
  • Advanced Excel modeling and financial analysis skills.
  • High level of proficiency in job costing, WIP schedules, retainage accounting, and change order management.



EEO Statement

LiveWire Construction, Inc. provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws and prohibits discrimination and harassment of any type.

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