Financial Planning Specialist

5 days ago


Tampa, Florida, United States CFO Alliance Full time

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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