Finance Director responsible for financial strategy, budgeting, forecasting, risk management, and financial reporting across the holding and its subsidiaries.
Responsibilities
Develop and implement long‑term financial strategy and policies
Create and manage consolidated financial policies, standards, and controls
Ensure optimal capital structure and financing sources
Prepare annual budgets, business plans, and financial forecasts
Implement KPI and performance reporting systems
Requirements
Bachelor's in Finance, Economics, Accounting, or Business Management
A seasoned finance leader serving as the primary finance partner to multiple venture-backed startups, driving strategic decision-making, financial operations, and leading fundraising.
Compensation
Compensation is hourly and commensurate with experience
Responsibilities
Serve as CFO to Alta’s venture-backed startup clients, providing strategic leadership and financial oversight
Lead high-level financial strategy, Board communications, and executive reporting
Oversee FP&A, including forecasting, budgeting, and performance management
Oversee accounting, financial reporting, compliance, and coordination of tax and audit processes
Support capital raising processes, including preparation of financial materials and investor communications
Compensation will be competitive and based on experience, qualifications, and demonstrated ability. We are open to a mid-to-high market compensation package for the right candidate.
Responsibilities
Lead financial strategy and planning for operations in both the U.S. and Mexico.
Oversee budgeting, forecasting, cash-flow management, financial reporting, and financial analysis.
Develop financial models and provide recommendations to executive leadership.
Analyze profitability, operating costs, revenue trends, and opportunities for improvement.
Establish and monitor financial KPIs and provide regular reporting to leadership.
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time).
Compensation
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
Acts as a resource to identify and resolve more complex client servicing issues.
Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
Consistently attains individual activity, behavior, and outcome goals and expectations.
Requirements
High School Diploma GED, or equivalent business experience
Grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services.
Responsibilities
Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions
Champion digital adoption by educating customers on self-service and mobile banking options
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