Audit to Advisory: Strategic Finance Consultant
Occupation Elevation
Occupation Elevation is looking for experienced auditors to transition into strategic advisory work. The role supports senior finance leadership, focusing on complex accounting and finance transformation initiatives. Ideal candidates will have 3–6 years of experience in external audit and a strong understanding of U.S. GAAP. This opportunity offers flexible working arrangements and total guaranteed compensation ranging from $130K to $156K, including substantial bonus opportunities. #J-18808-Ljbffr Occupation Elevation
- ...personal financial planning and financial advisory concepts to provide an integrated... ...and compliance. Work within the existing audit, compliance and regulatory framework in order... ...Qualifications Bachelor's Degree in Business, Finance or Economics. Benefits All regular...SuggestedFull timePart timeWork at officeLocal areaShift workDay shift
$61k - $119k
...Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs... ...Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances...SuggestedFull timeContract workFor contractorsWork at office- ...Capital Markets and Investment Banking, and Advisory Services. We are proud that our... ...managed portfolios. To learn more about our strategic growth plans for the Southeast region and... ...networking capability. ~ Bachelor's degree in Finance or similar. ~ Series 65 license highly...SuggestedLocal area
$75k - $95k
...activities such as reconciliations and journal entries Coordinate with finance team to complete assigned accounting tasks within deadlines... ...expense management activities for assigned accounts Assist in auditing activities by providing necessary information and preparing...SuggestedPermanent employmentWork at officeLocal areaRemote work2 days per week1 day per week- MDVIP LLC in Boca Raton is seeking a Senior Financial Data Analyst FP&A to support our financial planning and analysis processes. This role involves developing reports, dashboards, and KPIs while collaborating with cross-functional teams to enhance business intelligence...Suggested
- AppleOne Employment Services is seeking a Controller in Deerfield Beach, Florida, responsible for overseeing all accounting and financial operations. This role includes job costing, cash flow management, and preparing financial statements in accordance with GAAP. The ideal...
- ...supporting the Director of FP&A and senior leadership in strategic planning, financial forecasting, and data delivery used... ...~2-5 years of experience in FP&A, corporate finance, investment banking, consulting, or a related analytical role. ~ Bachelor's degree in...
- M&A Insurance Advisory - Senior Associate Location: Boca Raton, Florida. Responsibilities Support Value360’s growing M&A Insurance Advisory... ...research Qualifications Bachelor’s degree in Accountancy, Finance, Business Administration, or related field. 3+ years of...Work at officeFlexible hours
$61k - $119k
...a financial planning practice that focuses on: Planning Experience • Asset & Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual’s proprietary planning software helps...Work at office- ...Advisors and support the transition of new relationships into ongoing advisory engagements. Conduct regular client review meetings to... ...required. ~ Bachelor's degree required in Economics, Finance or related field ~ Clean Form U4 is required. U4 cannot have...Work at office
- ...Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to...Work at officeShift workDay shift
- ...) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory...Temporary workMonday to FridayShift workDay shift
- ...life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency... ...your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$64.2k - $116.4k
...Engagement Business Advisor, Senior Associate - Finance Location: Atlanta Other locations: Anywhere in Region Salary: Competitive... ...advice that helps build a better working world and achieve our strategic ambitions. Finance provides a wide range of services. Our US Pipeline...Contract workWork experience placementSummer holidayWork at officeFlexible hours$99k - $232k
...SAP Finance Consultant- Product Costing Manager The Opportunity: As a SAP Finance Consultant- Product Costing Manager, you will specialize... ...processes, improve financial reporting, and achieve their strategic objectives. As a Manager, you will lead teams and manage client...- ...flip bridge loans and long-term rental financing. Our mission is powered by our values:... ...investors thrive. In this fast-paced, consultative sales role, you’ll serve as a trusted advisor... ...are met. Analyze risk and recommend strategic solutions to benefit both the client...Full timeWork from home
- ...new client relationships and manage complex credit and deposit relationships for high-net-worth individuals. The role emphasizes strategic growth, exceptional client service, and collaboration with internal teams to deliver comprehensive financial solutions. The ideal...Flexible hours
- ...CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail...Temporary workWork at officeMonday to FridayShift workDay shift
$70k - $160k
YOUR IMPACT As a Financial Planner, you will be instrumental in helping to shape the financial futures of our firm's most strategic clients. You will work with advisors to cultivate deep, enduring relationships. Our trusted Advisor teams have worked with sophisticated ultra...Full timeTemporary workPart timeApprenticeshipWork experience placementWork at office- ...financial data across systems. This role sits at the intersection of Finance, Data, and Systems , ensuring that financial metrics are... ...journal entries by improving upstream data quality. Controls & Audit Readiness: Implement data-level controls to prevent errors...Remote workWorldwideFlexible hours
- ...pursuing CFP certification. Responsibilities include creating client presentations, executing data reconciliations, and partnering with advisory teams on wealth strategies. The ideal applicant will have over 2 years of experience in a Family Office or RIA and strong Excel...Work at office
- ...analysis using Excel. Facilitate the smooth operation of client accounts, handling necessary paperwork and transfers. Partner with advisory teams to formulate long-term wealth strategies. Maintain accurate records across internal databases and custodian platforms....Work at office
- ...years Previous experience: Accounting background, including auditing regional healthcare entities and prior experience in tax preparation... ...: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance...Work at officeWork from homeFlexible hours
- ...experience: Accounting background, including auditing regional healthcare entities and prior... .... Key Responsibilities: Client Consultation: Engage with clients to understand their... ...: Education: A bachelor's degree in finance, business, or a related field is preferred...Temporary workWork at officeWork from homeVisa sponsorshipFlexible hours
- ...management experience and possess an active FL P&C license. A strong ability to communicate with clients and provide effective risk advisory is essential. A competitive compensation package, plus performance incentives, is offered. #J-18808-Ljbffr Crawford Thomas...
- A progressive healthcare technology company is seeking an experienced Enterprise RCM Client Manager to oversee RCM operations for enterprise medical practice clients. The role involves managing client relationships, monitoring performance, and ensuring delivery of services...
- ...standards from pre-closing thru payoff or conversion to permanent financing. This role directly supports Seacoast Commitment to prudent... ...balances, and construction administration files. Support audits, internal reviews, and regulatory examinations. Communicate...Permanent employmentWork at officeRemote work
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area
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