Posted By
Posted in
Banking & Finance
Job Code
1347676
About the job:
- Coordinate strategic financial planning for the company and its clients, including expenses, income, insurance coverage, objectives, tax status, and risk tolerance
- Focus on daily and month-end accounting to determine results, including P&L activity (management fees, fee splitting, gross-ups, reclasses), balance sheet activity (deferrals, accruals), and accounts-receivable cash application, in compliance with GAAP
- Support finance partners in implementing valuation models, measuring results, tracking performance vs. expectations, and providing recommendations for corrective action
- Provide insights about spending trends, cost-savings initiatives, and margin opportunities
- Managing and guiding team on day to day workings of the Client
- Mentoring team with a growth road map and getting them trained to grow up the ladder
- Presenting project plan and project status along with progress report internally to the partners and externally to the client
- Solving complex Tax and regulatory issues of the clients with research on relevant and appropriate technical solutions
- Laisoning with Subject matter experts for delivering opinions and solutions
Laisoning with departments in cases where required
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Posted By
Posted in
Banking & Finance
Job Code
1347676