Strategic Financial Planner

6 days ago


thiruvananthapuram, India beBeeFinancial Full time

Senior Financial PlanningWe are seeking a highly skilled professional to oversee financial reporting, month/year-end close, and compliance with U.S. GAAP.Oversee financial planning, 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).Requirements include:CPA License Preferred (Active or In-Progress acceptable)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 Role:The ideal candidate will possess a strong background in financial analysis and accounting, with a proven track record of success in similar roles.We Offer:A dynamic and challenging work environmentOngoing training and professional development opportunitiesA competitive compensation package



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