Strategic Financial Strategist

2 weeks ago


mumbai, India beBeeFinancialPlanning Full time

Senior Financial Planning SpecialistThe Senior Financial Planning Specialist will oversee financial reporting, month/year-end close, and compliance with U.S. GAAP.They will manage billing cycles, profitability analysis, revenue forecasting, and cash flow oversight.Additionally, they will lead budgeting, KPI dashboards, and financial planning for firm growth and hiring strategy.Moreover, the Senior Financial Planning Specialist will review internal controls and implement workflow improvements to support scalability.They will also support select outsourced CFO engagements with financial modeling, budgeting, and capital strategy.The role requires advising clients on tax efficiency, entity structuring, and compliance alignment (state & federal).Furthermore, the Senior Financial Planning Specialist will assist with audit prep, financial due diligence, valuations, and M&A-based advisory where applicable.Lastly, they will review client deliverables from accounting teams (AP/AR, payroll, month-end close, reconciliations).Key RequirementsA CPA License is preferred (Active or In-Progress acceptable)The ideal candidate has 4+ years in a CFO, Controller, Senior Accounting Manager, or Public Accounting roleProven experience with U.S. GAAP, ASC standards, tax compliance workflows, and audit supportExperience working within or managing a CPA firm, advisory practice, or finance outsourcing environmentExpertise in MS Excel for budgeting, FP&A, cash flow planning, cost controls, and financial analysisAbout the OpportunityWe are a distinguished firm dedicated to providing strategic insights for transactions ranging from $50M to $500M+


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