Financial Services Specialist

3 days ago


Indianapolis, Indiana, United States Sponsel CPA Group Full time

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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