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
$100k - $125k
...Analyst with strong corporate finance fundamentals, data analysis,... ...experience in M&A, lending, and strategic initiatives including joint... ...they inform deal terms. Audit data for signs of tampering,... ...Development, or Transaction Advisory Services. Data & Excel Skills...SuggestedFull timeWork experience placementLocal areaFlexible hours- ...i.e. partnership agreement Act as a resource during the annual audit by providing supporting documentation as requested Evaluate and... ...relevant processes Qualifications Bachelor's Degree in Accounting or Finance. A minimum of 5 years of combined experience in Fund...Suggested
- ...Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our... ...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
$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$70k - $80k
...level of client service Complete client billing reviews and ensure compliance for the advisory team Engage in advisory team business planning efforts and actively support the firm’s strategic priorities The ability to meet with clients in person. Some travel may be required...SuggestedWork at officeLocal areaRemote work2 days per week- ...which results in expanding the overall client relationship. 8. Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager. Knowledge :Knowledge of federal regulation, banking guidelines, banking operations,...Work experience placementH1bWorldwideFlexible hours
$75k - $95k
...such as reconciliations and journal entries 3. Coordinate with finance team to complete assigned accounting tasks within deadlines 4... ...management activities for assigned accounts 11. Assist in auditing activities by providing necessary information and preparing requested...Permanent employmentWork at officeLocal areaRemote work2 days per week1 day per week- ...requirements to respond to client questions and assist in selling services. Monitor banking reports and provide assistance with banking audits as directed by the Team Leader/Manager. Knowledge Knowledge of federal regulation, banking guidelines, banking operations, products...Work experience placementH1bLocal area
- ...services which results in expanding the overall client relationship. Monitors banking reports and provides assistance with banking audits as directed by the Team Leader/Manager. Knowledge Knowledge of federal regulation, banking guidelines, banking operations,...Work experience placementH1b
- ...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...
- ...America and worldwide. Job Title: Financial Analyst Department: Finance Reporting To: Senior Director of Finance Location: Boca Raton, FL... ...Microsoft Dynamics NAV implementation. Design and maintain audit reports to ensure ERP data accuracy. Communicate effectively with...Full timeWorldwideOverseas
- ...) 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
$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 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
$130k - $150k
...Florida is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide... ...participation in financial planning community Seniority level Mid-Senior level Employment type Full-time Job function Finance #J-18808-Ljbffr...Full timeWork 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
- ...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
$110k - $120k
...Accountant to join a lean, highly collaborative finance team. This role supports comprehensive... ...analyses Prepare and/or review annual audit workpapers and assist with audit... ...with internal teams, external advisors, consultants, and service providers Communicate directly...Work at office- ...assistance for experienced advisors and a robust training and financing program for new advisors. Advice-Centric Experience: Deliver... ...offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a...Full time
- ...Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on... .... Assist with dual control vault responsibilities and audit controls. Stay informed of all operational updates and changes...Temporary workWork at officeMonday to Friday
- ...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
- ...children. Caleb Posey, CFP®, Financial Advisor: Time with NM: 4.5 years Previous experience: Accounting background, including auditing regional healthcare entities and prior experience in tax preparation. Passionate about: Spending time with family and his...Work at officeFlexible hours
$300k - $425k
...ability to expand into investment and wealth advisory roles over time. As the trusted... ...banking relationship with a proactive, consultative approach. The role partners closely... ...private banking program manager to support strategic initiatives and implement tactical...Work experience placementWork from homeFlexible hoursShift workAfternoon shift- ...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 officeVisa sponsorshipFlexible hours
- ...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
- ...integrated risk management, crisis response, consulting, and global protective solutions firm,... ...leadership, direct management, finance personnel, and other analysts in meeting... ...budget and cost analysis, reviewing and advisory of financial status Maintain confidentiality...
$65k - $85k
...accurate insights, improve reporting capabilities, and support strategic initiatives related to producer performance and equity programs... ...Ideal Candidate Qualifications: ~ Bachelor’s degree in Finance, Business Administration, or a related analytical field preferred...Work at officeRemote work$90.23k
...budgeting process and the monthly forecasting cycle. Develops detailed reports and financial models to assess performance, inform strategic planning, and determine the return on investments and initiatives. • Supports management through in-depth analysis and assessment...Work experience placementH1b- ...for the new system by cleaning financial data to minimize future audit risks and . You'll ensure smooth transitions by comparing... ...reports and spot trends. ~ Bachelor's degree in accounting, Finance, or related field. ~2 + years of industry experience or in...
- About the Role Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. As...Work at officeFlexible hours
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