Senior Financial Advisor

2 weeks ago


Southampton, United States Liberty Personnel Services, Inc Full time
Job Summary

We are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Liberty Personnel Services, Inc. As a Senior Financial Advisor, you will play a critical role in providing strategic financial advisory services to our closely held business clients.

Key Responsibilities:

  • Lead and manage complex financial engagements, ensuring adherence to professional standards and deadlines.
  • Provide strategic financial advice on a range of topics, including entity restructuring, budgeting, forecasting, and capital transactions.
  • Cultivate strong relationships with clients, acting as an integrated trusted advisor and understanding their unique business needs.
  • Mentor and develop junior staff, fostering a collaborative and high-performing team environment.
  • Identify and pursue new business opportunities to expand the firm's client base.

Requirements:

  • Bachelor's degree in accounting or related field; CPA certification is required.
  • Minimum of 7+ years of public accounting experience, preferably with exposure to closely held businesses in the lower middle market.
  • Strong understanding of US GAAP, financial statement preparation, and experience with CCH ProSystem fx Engagement and QuickBooks.
  • Excellent communication, leadership, and interpersonal skills. Strategic thinking, problem-solving abilities, and a passion for mentoring.

What We Offer:

  • Permanent full-time position with a comprehensive benefits package, including a base salary, bonus, profit sharing, medical/dental/vision, paid time off, paid holidays, 401K match, insurance, and growth potential.
  • Opportunity for future partnership/ownership experience.
  • Regional travel throughout the year.

Working Situation:

Ideally, this is an in-office position 5 days a week, with frequent client-facing interaction. However, for the right person, there will be some flexibility in the working situation.

Apply:

Please visit our website to apply for this exciting opportunity.


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