Director, Financial Analysis - Wealth Sector
Client Resources, Inc.Omaha, Nebraska, United States
Posted May 1, 2026
Full Time
About the Company
Client Resources, Inc. (CRi) is a certified woman‑owned technology partner that delivers end‑to‑end IT talent and solutions for business leaders seeking both conventional and cutting‑edge services. The company specializes in mobile strategy, native and web app development, custom application development, application integration, and managed services, while also offering IT staffing, process and organizational development, and enterprise IT strategy. With a workforce of over 180 IT and business professionals, CRi serves a diverse portfolio of clients across public sector, healthcare, manufacturing, financial services, banking, retail, and travel. Recognized nationally for growth, quality, and excellence, CRi’s “gig” team culture—embodied in its “Get IT Great” motto—ensures a high level of technical competency and client success.
Job Description
The Director -Financial Analysis - Wealth Sector is responsible for partnering with assigned business unit management on a day-to-day financial management strategy, reporting, and processes.
Requirements
- Bachelor's degree in Finance, Accounting, Business Administration, or related field; MBA or relevant advanced degree preferred.
- CPA or CFA certification is highly desirable.
- 5+ years of proven experience in a finance role within the banking or financial services sector.
- In-depth knowledge of wealth management operations, financial regulations, and industry best practices.
