Senior Financial Advisor
2 weeks ago
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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