Strategic Financial Visionary

3 days ago

amravati, India beBeeFinancial Full time

Senior Financial PlanningWe are a firm dedicated to providing world-class financial analysis and accounting support. We partner with private equity investors, developers, and fund managers across the U.S. and Europe.As a Senior Financial Planning professional, you will integrate into our clients' operations, supporting the Finance Director in driving strategic insights for transactions ranging from $50M to $500M+.Key ResponsibilitiesOversee financial reporting, month/year-end close, and compliance with US GAAP.Manage billing cycles, profitability analysis, revenue forecasting, and cash flow oversight.Lead budgeting, KPI dashboards, and financial planning for firm growth and hiring strategy.Review internal controls and implement workflow improvements to support scalability.Support select outsourced CFO engagements with financial modeling, budgeting, and capital strategy.Advise clients on tax efficiency, entity structuring, and compliance alignment (state & federal).Assist with audit prep, financial due diligence, valuations, and M&A-based advisory where applicable.Review client deliverables from accounting teams (AP/AR, payroll, month-end close, reconciliations).RequirementsCPA License Preferred (Active or In-Progress acceptable)4+ years in a CFO, Controller, Senior Accounting Manager, or Public Accounting roleProven experience with US 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 analysisWhy Choose Us?Work with a high-caliber team on international PE deals.A permanent, full-time remote position.The opportunity to support capital raising and high-value investment strategies.

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