Financial Analyst

3 weeks ago


Bradenton, Florida, United States United Placement Group Full time
About United Placement Group

We are a leading firm in financial planning and insurance sector with a commitment to delivering top-notch financial services to our clients. Our team is made up of experienced professionals who thrive on innovation, collaboration, and excellence. We value our employees and offer a supportive work environment where you can grow your career.

Key Responsibilities
  • Financial Reporting: Prepare and analyze financial statements to ensure accuracy and compliance with accounting standards.
  • Tax Services: Handle the preparation and filing of federal, state, and local tax returns. Provide strategic tax planning and advisory services.
  • Auditing: Conduct thorough audits to evaluate financial health and compliance, recommending best practices and solutions.
  • Advisory Services: Offer insightful financial advice on business strategies, investments, and risk management.
  • Compliance and Regulation: Stay updated on financial regulations and ensure all practices are compliant with statutory requirements.
  • Budgeting and Forecasting: Develop and monitor budgets and financial plans, providing detailed performance reports.
  • Client Relations: Build and maintain strong relationships with clients, ensuring their financial needs are met with exceptional service.

Requirements

  • CPA certification or working towards CPA qualification is a plus.
  • Bachelor's degree in Accounting or Finance.
  • Solid understanding of GAAP.
  • Experience with accounting software, such as QuickBooks or NetSuite.
  • Strong analytical and problem-solving skills.
  • Excellent critical thinking skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and in a team-oriented environment.
  • Detail-oriented and highly organized with the ability to multitask and prioritize workflows.

Benefits

  • W-2 Compensation paid weekly
  • Health, Dental, Vision, and Life Insurance after 90 Days
  • Holiday Pay, PTO and Vacation
  • 401K w/ Company Match


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