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Vice President Financial Modeling Jobs in Iowa (NOW HIRING)

Nicolet National Bank

VP Financial Advisor

Dubuque, IA · On-site

Works with other VP Financial Advisors to discuss, review and finalize financial planning assumptions and design decisions. * Works with the client and under the supervision of VP Regional Director ...

DHI Group, Inc.

VP FP&A & Revenue Operations

Denver, IA · On-site

As VP, FP&A & Revenue Operations, you are a key strategic partner to the CFO and senior leadership ... Expert proficiency in building financial plans, models, and analyses that inform and influence key ...

Gecko Hospitality

Chief Financial Officer

Dubuque, IA · On-site

$200K - $220K/yr

CHIEF FINANCIAL OFFICER (CFO/VP) Location: Dubuque, IA Salary: $200,000-$220,000 DOE Bonus: Up to ... Provide financial modeling and performance analysis to support executive decision-making * Direct ...

IDEX Corporation

VP Operations

Cedar Falls, IA · On-site

$150 - $230/hr

... leadership model for the UK, Ireland and Canada. * The VP Operations position represents an ... Apply analytical skills to assess operational and financial data to identify opportunities and ...

Athene

VP Actuarial Modeling

West Des Moines, IA · On-site

More for our customers and the financial professionals who offer our products. If you are driven to ... Purpose: The VP of Actuarial Modeling will lead the design, execution, and governance of Athene ...

IDEX Corporation

VP Operations

Cedar Falls, IA · On-site

... leadership model for the UK, Ireland and Canada. * The VP Operations position represents an ... Work closely with strategic partners in Finance and Human Resources to develop a best-in-class ...

IDEX

VP Operations

Cedar Falls, IA

... leadership model for the UK, Ireland and Canada. * The VP Operations position represents an ... Work closely with strategic partners in Finance and Human Resources to develop a best-in-class ...

Robert Half

Vice President

Davenport, IA · On-site

Have you ever said, "Someday I want to run a company?" Most finance and accounting leadership roles ... Vice President who will work directly alongside the current President as part of a planned ...

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Vice President Financial Modeling information

What does a vice president of financial modeling do?

A Vice President of Financial Modeling is responsible for overseeing the creation and analysis of complex financial models that inform key business decisions, such as investments, mergers, acquisitions, and forecasting. They lead a team of analysts and collaborate with senior executives to interpret financial data, assess risk, and optimize financial strategies. This role requires advanced expertise in financial modeling techniques, strong leadership skills, and a deep understanding of the company’s financial goals.

What are the key skills and qualifications needed to thrive as a vice president of financial modeling?

A Vice President of Financial Modeling requires expertise in advanced financial analysis, modeling techniques, and a strong background in finance or accounting, often supported by a CFA, MBA, or similar qualifications. Mastery of Excel, financial modeling software (such as Power BI or Tableau), and familiarity with ERP systems are typically necessary. Exceptional leadership, strategic thinking, and communication skills help in managing teams and conveying complex financial insights to stakeholders. These competencies are vital for driving informed decision-making, managing risk, and supporting the organization's financial strategy at a high level.

What are some common challenges faced by a vice president of financial modeling, and how can they be addressed?

A Vice President of Financial Modeling often faces challenges such as managing complex data sets, ensuring the accuracy of forecasts, and aligning financial models with evolving business strategies. These challenges can be addressed by maintaining robust documentation, implementing regular model audits, and fostering close collaboration with cross-functional teams such as accounting, strategy, and operations. Staying updated on the latest modeling tools and industry trends also helps ensure that the models remain relevant and actionable for top-level decision-making.

What is the difference between Vice President Financial Modeling vs Financial Analyst?

AspectVice President Financial ModelingFinancial Analyst
Required CredentialsBachelor's degree, often MBA or CFA, extensive experienceBachelor's degree, sometimes a master's, entry to mid-level experience
Work EnvironmentStrategic, leadership-focused, senior management meetingsData analysis, reporting, supporting decision-making
Employer & Industry UsageInvestment banks, corporate finance, private equityCorporations, banks, consulting firms
Common Search & ComparisonHigh overlap in financial modeling skills, strategic responsibilitiesFocus on detailed analysis and reporting

The Vice President Financial Modeling typically holds a senior role with strategic responsibilities, requiring advanced credentials and extensive experience. In contrast, a Financial Analyst focuses on data analysis and supporting decision-making at a more operational level. While both roles involve financial modeling, the VP is more involved in high-level strategy and leadership, whereas the analyst concentrates on detailed financial analysis.

What are the most commonly searched types of Financial Modeling jobs in Iowa?

The most popular types of Financial Modeling jobs in Iowa are:

What cities in Iowa are hiring for Vice President Financial Modeling jobs?

Cities in Iowa with the most Vice President Financial Modeling job openings:

Vice President Financial Modeling jobs near you

VP Financial Advisor

Nicolet National Bank

Dubuque, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 4 days ago

Key responsibilities

  • Manages existing client relationships and helps clients achieve wealth goals.

  • Prepares and updates financial plans, and develops asset allocation strategies.

  • Supervises and trains other staff such as Wealth Analysts and Financial Advisors.

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

67th of 175 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to develop new client relationships and often work with, train, and supervise other staff in client service delivery.
As a Financial Advisor, you will be responsible for the following:
General:
  • Manages client relationships assigned by the firm and helps clients achieve wealth goals.
  • Makes critical client decisions such as creating or reviewing financial plans, implementing investment policies and strategies, and recommending investment products.
  • Coordinates and works closely with the client service team, including Financial Advisors, support staff and administrative staff.
  • Markets the firm and develops its reputation with referral sources and the community.
  • Attracts new clients to the firm.
  • Serves on the firm’s Investment Committee or performs due diligence of the investment managers used by the firm.
  • Supervises the work of other advisors and administrative support.
  • Participates in critical management and service decisions, including vendor evaluation and the design of processes.
  • Develops and maintains internal and external Center of Influence (COI) relationships.
  • Upholds Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
  • Understands the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.
Advisory:
  • Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm’s financial planning systems.
  • Works with other VP Financial Advisors to discuss, review and finalize financial planning assumptions and design decisions.
  • Works with the client and under the supervision of VP Regional Director to obtain information and prepare risk profiles and if applicable, investment policy statements.
  • Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the operations team.
  • Develops asset allocation strategies and works with the investment team or on her/his own to implement the strategy.
  • Rebalances portfolios as directed by the investment committee and the Lead Financial Advisor working with the client.
  • Participates in all client meetings and adds value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information.
  • Creates custom worksheets and analysis where needed to answer client questions or research investment opportunities.
  • Researches new investment products and vendors.
  • Facilitates the adoption of new technology by the client service teams and trains others as necessary.
  • Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants.
  • Advises clients on appropriate financial products in the context of their plans.
Supervisory Responsibilities:
  • Wealth Analysts and Financial Advisors, if applicable.
Qualifications:
  • Bachelor's degree in a related discipline such as Accounting, Finance or Economics
  • Completion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66
  • Holds appropriate advisory licenses as required by the SEC and state agencies
  • Completion of CFP® program and examination
  • 5+ years of experience and a median of 17 years of experience in the role
  • PC, phone system, general office equipment
  • Demonstrates expert knowledge of Microsoft Office applications, especially Excel
  • Strong verbal and written communication skills and strong interpersonal skills
  • Ability to maintain strict confidentiality
  • Ability to effectively promote Nicolet as an employer of choice
  • Basic knowledge of banking positions
  • Strong organizational, multi-tasking and prioritizing skills
  • Self-motivated and resourceful
  • Strong leadership and delegation skills

Benefits:

  • Medical, Dental, Vision, amp; Life Insurance
  • 401(k) with a company match
  • PT0 amp; 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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