Senior Financial Planning Professional

3 days ago


bhavnagar, India beBeePlanning Full time

Financial Planning StrategistJob Description:We are seeking a seasoned Financial Planning Strategist to drive strategic insights and support our clients in achieving their financial goals.The ideal candidate will have a strong background in financial planning and analysis, with expertise in Financial Reporting, Billing Cycles, Leadership, Compliance, and Clients Support.The successful candidate will be responsible for developing and implementing financial plans that meet the needs of our clients. This includes conducting thorough analyses of financial data, identifying areas for improvement, and making recommendations for cost savings and revenue growth.In addition to their technical skills, the Financial Planning Strategist must possess excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams and communicate complex financial concepts to non-technical stakeholders.Requirements:A CPA License is preferred;At least 4 years of experience in a CFO, Controller, Senior Accounting Manager, or Proven 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 environmentWhat We Offer:A competitive compensation package with an estimated annual salary range of $120,000 - $180,000 USD



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