Financial Advisory Specialist

7 days ago


Marion, Ohio, United States Spartan Placements, LLC Full time
Job Overview

Spartan Placements, LLC is seeking a highly skilled Senior Client Accounting Services professional to join our team.

Key Responsibilities
  • Financial Advisory Services
    • Provide comprehensive financial guidance and business advisory services to clients, helping them achieve their financial goals.
    • Develop tailored financial strategies and business plans to meet client needs, ensuring alignment with their objectives.
  • Financial Analysis and Planning
    • Assist clients with budgeting, forecasting, and financial analysis, providing actionable insights to inform their business decisions.
    • Conduct regular client meetings to review financial performance and provide strategic advice, helping clients stay on track.
  • Client Relationship Management
    • Build and maintain strong client relationships, fostering trust and ensuring client satisfaction and retention.
    • Communicate effectively with clients, understanding their needs and concerns, and delivering exceptional service.
Requirements
  • Education and Experience
    • Bachelor's degree in accounting or an associate's degree with relevant experience.
    • A level of technical competence, demonstrated through certifications, advanced degrees, or significant relevant experience.
  • Skills and Qualifications
    • 2+ years of accounting experience, with public accounting experience preferred.
    • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts effectively.
Equal Opportunity Employer

Spartan Placements, LLC is an equal opportunity employer, committed to diversity and inclusion. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional service to our clients.



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