Strategic Financial Advisor

6 days ago


Reading, Pennsylvania, United States Herbein + Company, Inc Full time
Job Description

We're seeking a Strategic Financial Advisor to join our team as a Consultant. In this role, you'll provide financial leadership and strategic guidance to clients, helping them achieve their goals and optimize their operations.

The ideal candidate will have a strong background in accounting, with 5-10 years of experience working as a Controller or CFO in public accounting or other industries. You'll be well-versed in financial software packages and able to adapt to different technologies.

Key Responsibilities:
  • Offer financial leadership and strategic guidance to clients
  • Develop and implement financial plans and strategies
  • Work closely with business owners to achieve their goals and objectives
Requirements:
  • Bachelor's degree in Accounting or related field required
  • Certified Public Accountant (CPA) and/or Master's degree desired
  • Strong MS Office skills and ability to learn new software technologies
  • Excellent verbal and written communication skills
Compensation:
  • Competitive salary: $95,000 - $125,000 per year
  • Generous benefits package, including medical, dental, and vision insurance
  • 401(k) participation with profit-sharing contributions
  • Four weeks of parental leave
  • Unlimited vacation time with a minimum of 15 days per year


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