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Sr. Financial Consultant – Corporate Finance Advisory

April 30, 2026

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<meta><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:9pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="font-size:16pt;white-space:pre-wrap;">The Opportunity</strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="font-size:12pt;white-space:pre-wrap;">We are seeking a motivated and client-focused Sr. Financial Consultant to join our growing team. This position serves as a strategic advisor to corporate executives, boards of directors, and financial leadership teams. In this role, you will evaluate corporate financial performance, analyze balance sheet and capital structures, and design customized executive benefit and investment strategies that support long-term organizational objectives.</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="font-size:12pt;white-space:pre-wrap;">This position requires deep expertise in balance sheet management, financial analysis, and GAAP reporting considerations associated with alternative investment and executive benefit-based financial solutions. The consultant will translate complex financial and accounting implications into actionable strategies that support clients’ financial and strategic goals.</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:16pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="font-size:16pt;white-space:pre-wrap;">What You'll Do</strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><u><span style="font-size:12pt;text-decoration:underline;white-space:pre-wrap;">Client Advisory & Business Development</span></u><span style="font-size:12pt;white-space:pre-wrap;"> </span></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Serve as trusted advisor to executives and channel partners on executive retirement and alternative investment strategies Conduct financial needs analyses and cost/benefit assessments to develop customized solutions aligned with client objectives </span></li><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Collaborate with AFA's Growth Team and Principals to present tailored financial strategies to executive leadership teams, boards, and key decision-makers </span></li><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Perform product/solution due diligence and maintain strong client relationships through ongoing performance updates and strategic planning </span></li><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Identify new business opportunities through networking, referrals, and strategic outreach to expand services and deepen client relationships </span></li><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Stay current on industry trends, regulations, and best practices </span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><u><span style="font-size:12pt;text-decoration:underline;white-space:pre-wrap;">Financial Accounting, Reporting & Risk Advisory</span></u><span style="font-size:12pt;white-space:pre-wrap;"> </span></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Analyze client financial statements to assess business performance, capital structure, liquidity, and financial risk exposure Evaluate balance sheet and capital structure implications of executive benefit and insurance-based financial strategies Assess GAAP accounting treatment and regulatory reporting implications for executive benefit structures and investment products </span></li><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Collaborate with client executives, finance teams, and external advisors to ensure alignment with financial accounting and regulatory standards </span></li><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Translate complex financial and accounting concepts into clear, actionable recommendations </span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><u><span style="font-size:12pt;text-decoration:underline;white-space:pre-wrap;">Strategic Leadership & Brand Representation</span></u><span style="font-size:12pt;white-space:pre-wrap;"> </span></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Represent AFA's mission, values, and strategic vision as a firm ambassador </span></li><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Cultivate relationships with industry partners and stakeholders to support strategic growth </span></li><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Represent AFA at industry conferences, trade events, and community engagements </span></li><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Contribute to thought leadership through speaking engagements, publications, and professional forums </span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><u><span style="font-size:12pt;text-decoration:underline;white-space:pre-wrap;">Organizational Collaboration </span></u></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Promote a culture of integrity, collaboration, and excellence </span></li><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Provide leadership and support across all AFA teams</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:9pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="font-size:16pt;white-space:pre-wrap;">What You Bring</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Bachelor's or Master's degree in Finance, Accounting, Business, or a related field </span></li><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">10+ years of executive or senior leadership experience in finance, accounting, corporate treasury, or investment portfolio management </span></li><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Demonstrated experience working with or advising executives, boards of directors, or senior leadership teams </span></li><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Proven experience in financial statement preparation, financial analysis and reporting, balance sheet management, and financial audits </span></li><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Preferred: </span></li><li style="font-size:11pt;list-style:none;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><ul data-pattern="discCircleSquare" data-depth="2" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin-left:0px;margin-right:0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:circle;"=""><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Financial services industry experience </span></li><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Prior CFO, senior finance leader, or treasurer experience </span></li><li style="font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:12pt;white-space:pre-wrap;">Relevant professional certifications or licenses (e.g., CPA, CFA, CFP, ChFC, Series 7, Series 66)</span></li></ul></li></ul>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...