Financial Planning Specialist
5 days ago
About CFO Alliance
CFO Alliance is a leading provider of financial services to innovative companies. We are seeking a highly skilled Senior Accountant to join our team.
The ideal candidate will have 3-5 years of progressive experience in finance and accounting roles, with a strong background in general ledger, financial systems, and financial reporting. Advanced Excel skills and the ability to learn new software programs quickly are also essential.
We offer a competitive salary of $80,000 - $110,000 per year, depending on experience, as well as opportunities for professional growth and development.
Key Responsibilities:
- Partner with clients to meet their financial needs and objectives
- Recommend and implement process improvements to streamline operations
- Create C-Suite slide decks and participate in client meetings and presentations
- Utilize MS Excel and various software to complete accounting and finance duties
Requirements:
- Bachelor's Degree in Accounting or related field strongly preferred
- 3-5 years of progressive experience in finance and accounting roles
- Public or private accounting/consulting experience strongly preferred
- Advanced Excel and modeling skills
- Strong accounting and finance knowledge and experience
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