Financial Advisor
6 days ago
Job Description Company Overview Urbatect Development is a California-based design and construction company specializing in Accessory Dwelling Units (ADUs), residential, multi-family, and mixed-use projects across California. We combine modern architecture, engineering innovation, and end-to-end project management to bring sustainable and cost-effective spaces to life. Our mission is to streamline the design-build process by integrating architecture, engineering, and construction into one seamless experience helping homeowners, investors, and developers realize their vision with efficiency, creativity, and quality. About the Role We are seeking an experienced Finance Controller to oversee the financial health and performance of Urbatect Development. This role will manage the company's accounting operations, ensure accurate financial reporting, and provide strategic guidance through effective financial planning and forecasting. The ideal candidate is detail-oriented, analytical, and proactive, with hands-on experience in QuickBooks and a solid understanding of U.S. accounting practices. Key Responsibilities - Oversee and manage all aspects of the company's financial operations and reporting. - Prepare, analyze, and present monthly, quarterly, and annual financial statements. - Handle Accounts Receivable (AR), Accounts Payable (AP), Payroll, and Invoicing. - Maintain and reconcile all financial accounts in QuickBooks. - Lead financial planning, budgeting, and forecasting to support business growth and strategy. - Ensure compliance with accounting standards, tax regulations, and internal controls. - Manage cash flow, expense tracking, and profitability analysis. - Coordinate with leadership to develop and monitor key financial KPIs. - Provide recommendations for improving financial performance and operational efficiency. - Support tax preparation and coordinate with external accountants or auditors as needed. Qualifications - Bachelor's degree in Accounting, Finance, or related field (CPA, CA, or equivalent preferred). - 5+ years of experience in financial management, accounting, or a similar role. - Proficiency in QuickBooks (required). - Strong knowledge of financial reporting, forecasting, and budgeting. - Experience with payroll, AR/AP, and financial administration. - Excellent analytical, organizational, and problem-solving skills. - High attention to detail with the ability to work independently in a remote environment. - Comfortable working U.S. business hours (PST timezone). Why Join Urbatect Development - 100% remote work setup. - Opportunity to work with a creative and dynamic U.S.-based design-build team. - Be part of a growing company transforming the California housing landscape. - Competitive compensation based on experience and expertise.
-
Financial Advisor
6 days ago
India Soul AI Full timeJob Description Empower Clients with Financial Strategies as a Financial Advisor! About Us: Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we...
-
Financial Advisor
2 weeks ago
India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...
-
Financial Advisor
6 days ago
india Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...
-
Financial Advisor
2 weeks ago
India Corenza Full timeRoles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients within agreed...
-
Financial Advisor
3 days ago
Hyderabad, India upGrad Full timeJob Description Role : Financial Advisor Must CA Intermediate Payroll : Upgrad Job Locations: Bangalore, Hyderabad, Chennai, Pune, Mumbai 3LPA 5 days work from office Should a Own Laptop We are seeking enthusiastic freshers with a background in CA Inter or CMA (not completed CA) to join as Financial Analysts. This role is ideal for candidates who want to...
-
PCG Advisor
2 weeks ago
India Motilal Oswal Financial Services Ltd Full timeJob Title: PCG Advisor Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, PMS, Insurance. •...
-
Financial Advisor
5 days ago
India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...
-
Financial Advisor
2 days ago
ENGIE Energy India Private Limited Engie Full time ₹ 8,00,000 - ₹ 25,00,000 per yearObjectiveFor projects in the AMEA region, lead and be responsible for financial modeling, valuation and risk analysis of greenfield and M&A transaction. Assist with or (when delegated) be responsible for preparation of financing plans, selection of funding sources / banks, the structuring and execution of project financings. Supervise, train and coach junior...
-
Advisors
5 days ago
India Samsiddhi Business Solutions Full timeMotilal oswal Financial services **Designation**: Advisors **Location1**: All India 1+ years of exp in advisor role with NISM 8 certification. **Salary**: 3-6 LPA
-
Consultant- Engagement Financial Advisor
4 weeks ago
Hyderabad, India Deloitte Full timeJob Description Summary Position Summary National Office Consultant, Engagement Financial Advisor (EFA Consultant) Engagement Financial Advisors: Deloitte's Engagement Financial Advisor team is comprised of professionals specializing in project and account operations serving as a focal point for aspects of engagement, program, and account management control....