Financial Services Specialist
3 days ago
Job Summary:
The Financial Services Specialist will play a critical role in supporting our clients' financial needs, providing expert guidance and advice on financial matters. This is an exciting opportunity to work with a dynamic team and make a meaningful impact on our clients' financial well-being.
Key Responsibilities:
- Client Financial Planning: Develop and implement comprehensive financial plans for clients, including budgeting and forecasting.
- Financial Analysis: Conduct thorough financial analysis, including cash flow management and investment strategies.
- Payroll Management: Manage payroll processing, including tax reporting and compliance.
- Client Communication: Communicate effectively with clients, providing clear and concise financial information.
- Process Improvement: Identify areas for process improvement and implement changes to increase efficiency and effectiveness.
Requirements:
- 5+ years of financial services experience, including financial planning and analysis.
- CPA certification or equivalent required.
- Proficiency in financial software, including QuickBooks and Excel.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
Salary: $70,000 - $100,000 per year, depending on experience.
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