Chief Financial Strategist

1 week ago

bareilly, India beBeeFinancial Full time

Senior Financial PlanningAbout the OpportunityWe are seeking a seasoned finance professional to drive strategic insights for transactions ranging from $50M to $500M+. As a Senior FP&A Professional, you will integrate seamlessly into our client's operations, supporting the Finance Director in delivering high-quality financial analysis and accounting support.Key ResponsibilitiesOversee Financial Reporting: Month/year-end close and compliance with U.S. GAAP.Billing Cycles & Profitability Analysis: Manage billing cycles, profitability analysis, revenue forecasting, and cash flow oversight.Lead Budgeting & KPI Dashboards: Budgeting, KPI dashboards, and financial planning for firm growth and hiring strategy.Review Internal Controls: Review internal controls and implement workflow improvements to support scalability.Support Outsourced CFO Engagements: Financial modeling, budgeting, and capital strategy for select outsourced CFO engagements.Tax Efficiency & Compliance: Advise clients on tax efficiency, entity structuring, and compliance alignment (state & federal).Audit Prep & Due Diligence: Assist with audit prep, financial due diligence, valuations, and M&A-based advisory where applicable.Client Deliverables Review: Review client deliverables from accounting teams (AP/AR, payroll, month-end close, reconciliations).RequirementsCertifications: CPA License Preferred (Active or In-Progress acceptable)Experience: 4+ years in a CFO, Controller, Senior Accounting Manager, or Public Accounting roleSkills: Proven experience with U.S. GAAP, ASC standards, tax compliance workflows, and audit supportBackground: Experience working within or managing a CPA firm, advisory practice, or finance outsourcing environmentTools: Expertise in MS Excel for budgeting, FP&A, cash flow planning, cost controls, and financial analysis

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