Financial Management Consultant

6 days ago


Charlotte, North Carolina, United States Vaco Full time
Job Description

Vaco is seeking a highly skilled Senior Accounting Professional to join our team of experienced consultants. As a key member of our accounting team, you will be responsible for providing expert financial guidance and support to our clients.

Key Responsibilities:
  • Financial Statement Preparation: Manage the preparation of financial statements, including monthly journal entries, reconciliations, and financial reporting processes.
  • Financial Analysis: Provide monthly variance/flux analysis comparing budget to actual results, and assist in the development of financial forecasts and budgets.
  • Team Supervision: Supervise the daily work and closing tasks of the accounting team, provide coaching, mentoring, and professional development as needed.
  • Technical Accounting: Lead the technical accounting research and implementation of new accounting standards, and provide business guidance on matters involving significant judgment or complex application of US GAAP.
  • Process Improvement: Identify opportunities to update and strengthen internal processes and controls relating to treasury, billing, credit, collections, aging, month-end close, and financial reporting.
  • Financial Reporting: Prepare financial reporting packages and presentations to report financial results to senior leadership, and manage the annual audit of the company's financial statements.
  • Tax Compliance: Work closely with the tax preparers to ensure compliance with all laws and regulations, and efficient completion and timely filing of income tax returns.
  • Special Projects: Lead special projects as assigned, such as system implementation, adoption of new GAAP standard, mergers and acquisitions, etc.
Requirements:
  • Education: Bachelor's degree in an Accounting, Finance, or related field is required.
  • Experience: Minimum of 5 years of relevant accounting experience combined with 3 years of supervisory experience.
  • Certifications: CPA highly preferred.
  • Skills: Strong understanding of US GAAP and financial close processes, as well as internal control & SOX compliance experience.
  • Communication: Excellent communication and interpersonal skills, with a desire to take on new projects, problem-solve, and drive process improvement in responsible areas.
  • Technology: Proficiency with modern ERP systems such as NetSuite, Sage Intacct, Oracle, SAP, Microsoft Dynamics, SAP, and QuickBooks, as well as Microsoft Office applications.
  • Planning and Organization: Strong planning and organizational skills to consistently meet deliverable deadlines.
  • Teamwork: Team oriented, results oriented, with a commitment to client satisfaction.


  • Charlotte, North Carolina, United States Stone Press Financial Group Full time

    Job OverviewStone Press Financial Group is seeking a seasoned Financial Consultant to enhance our client services. In this role, you will engage with clients to assess their financial goals and risk profiles, subsequently recommending tailored financial solutions. A solid understanding of current financial products and necessary licenses is essential for...


  • Charlotte, North Carolina, United States Stone Press Financial Group Full time

    Job OverviewStone Press Financial Group is seeking a Senior Financial Consultant to provide expert guidance to clients regarding their financial aspirations and risk profiles. In this role, you will engage with clients to understand their financial situations and recommend tailored financial strategies. A strong background in finance and the necessary...


  • Charlotte, North Carolina, United States Stone Press Financial Group Full time

    Job OverviewStone Press Financial Group is seeking a Senior Financial Consultant to provide expert guidance to clients regarding their financial aspirations and risk profiles. In this pivotal role, you will engage with clients to understand their financial landscape and recommend tailored strategies that align with their goals.Our firm values the development...


  • Charlotte, North Carolina, United States Virtual Full time

    OVERVIEWOur organization is seeking an Interim Financial Consultant to assist with project-driven tasks and temporary coverage during high-demand periods, utilizing a Controller-level expertise while engaging in hands-on responsibilities.The selected consultant will ensure compliance with accounting standards, practices, and protocols to deliver precise and...


  • Charlotte, North Carolina, United States Compass Group, North America Full time

    Company Overview:Compass Group, North America is a leader in integrated facilities management, dedicated to enhancing workplace experiences through innovative solutions.Position Title: Senior Financial ConsultantSalary: $95,000Pay Grade: 14Job Summary:As a Senior Financial Consultant, you will play a crucial role in evaluating the financial health of our...


  • Charlotte, North Carolina, United States Principal Financial Services, Inc. Full time

    Position OverviewAt Principal Financial Services, Inc., we are seeking a highly proficient and driven Risk Management Consultant to enhance our Third-Party Risk initiative. Your role will involve supporting our Third-Party Risk application and playing a vital part in the effective implementation of our risk management strategies and methodologies.Key...


  • Charlotte, North Carolina, United States NTT DATA Full time

    About the Role:We are seeking a highly experienced Banking Consulting Managing Director to join our team at NTT DATA. As a key member of our Financial Services Consulting team, you will be responsible for leading complex client engagements and driving business outcomes for our clients in the banking and financial services industry.Key Responsibilities:Lead...


  • Charlotte, North Carolina, United States ProSidian Consulting, LLC Full time

    Job DescriptionProSidian Consulting, LLC is seeking a highly skilled Financial Systems Specialist to join our team. As a key member of our team, you will be responsible for providing expert-level support and guidance on financial systems, including configuration, testing, and documentation.Key Responsibilities:Conduct thorough analysis of financial system...


  • Charlotte, North Carolina, United States NTT DATA Full time

    About the Role:We are seeking a highly experienced Banking Consulting Managing Director to join our team at NTT DATA. As a key member of our Financial Services Consulting team, you will be responsible for leading complex client engagements and driving business outcomes for our clients in the banking and financial services industry.Key Responsibilities:Lead...


  • Charlotte, North Carolina, United States New York Life-Charlotte Full time

    Job OverviewElevate Your Career with New York Life-CharlotteAre you prepared to embark on a fulfilling career rather than just another position? Do you envision yourself managing a business that encompasses various challenges, financial rewards, and personal fulfillment? If so, consider a career with New York Life-Charlotte as your ally.We seek driven...


  • Charlotte, North Carolina, United States Truist Financial Corporation Full time

    Job Title: Financial Risk Management Analyst ICompany: Truist Financial CorporationTruist Financial Corporation is seeking a dedicated and analytical individual for the position of Financial Risk Management Analyst I. In this role, you will engage in the evaluation and management of financial risks associated with various market activities. Your...


  • Charlotte, North Carolina, United States Truist Full time

    Job SummaryThis role is responsible for executing sales plans, developing strong partnerships, and collaborating with internal stakeholders to identify and drive client and prospect sales opportunities.Key ResponsibilitiesExecute sales plans to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.Foster relationships with...


  • Charlotte, North Carolina, United States Forvis Mazars, LLP Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Consultant to join our team at Forvis Mazars, LLP. As a Financial Services Consultant, you will be responsible for providing expert advice and guidance to clients in the financial services industry.About the RoleThe ideal candidate will have a strong background in financial...


  • Charlotte, North Carolina, United States Cherry Bekaert Full time

    About Cherry Bekaert:Cherry Bekaert is recognized as one of the leading firms in accounting and consulting services across the nation. We pride ourselves on delivering innovative and sophisticated advisory, assurance, and tax solutions to our diverse clientele. Our culture fosters teamwork, energy, and expertise, enabling us to tackle today's most pressing...


  • Charlotte, North Carolina, United States PNC Financial Services Group Full time

    Job DescriptionPosition OverviewAt PNC Financial Services Group, our workforce is our most significant differentiator and competitive edge in the markets we operate. We are united in our mission to provide the best experience for our clients. Each day, we collaborate to cultivate an inclusive workplace culture where all employees feel respected, valued, and...


  • Charlotte, North Carolina, United States Double V Financial Full time

    Job OverviewAt Double V Financial, we are dedicated to empowering our brokers to achieve their ideal lifestyle. We believe that true success encompasses not only financial gains but also personal fulfillment in various aspects of life, including health, happiness, relationships, and personal interests. Our mission is to support our brokers in setting and...


  • Charlotte, North Carolina, United States CSI Full time

    Senior Financial Services Industry ConsultantJob Summary:We are seeking a highly skilled Senior Financial Services Industry Consultant to join our team at CSI. As a Senior Financial Services Industry Consultant, you will be responsible for providing expert advice and guidance to our clients in the financial services industry.Key Responsibilities:Develop...

  • Financial Consultant

    2 weeks ago


    Charlotte, North Carolina, United States Summit Advisory Group Full time

    About Summit Advisory Group:Summit Advisory Group fosters a collaborative environment representing National Life Insurance Company. We equip our team with marketing expertise and essential resources to ensure your success.What Distinguishes Us:At Summit Advisory Group, we prioritize servant leadership and cultivating enduring relationships with our clients....


  • Charlotte, North Carolina, United States Brighthouse Financial Full time

    Industry Sector: Financial ServicesWhy Explore this Career Opportunity:Attractive compensation package reaching up to $95,000 along with performance-driven incentivesFlexible working arrangements available, including options for remote or in-office workAmple paid time off, featuring 20 vacation days, 16 paid holidays, and time allocated for volunteer...


  • Charlotte, North Carolina, United States CapTech Consulting Full time

    Program Manager / Account Lead - Financial Services SectorCapTech Consulting is a distinguished advisory firm committed to empowering clients in achieving their objectives through innovative technology solutions. Our clientele ranges from leading Fortune 100 enterprises to various governmental organizations nationwide.NOTE: THIS POSITION REQUIRES ON-SITE...