What are the responsibilities and job description for the Finance Reporting Advisor - REMOTE position at Business Integra Inc?
Job Overview
As a Financial Advisor, you will be responsible for providing financial guidance and advice to clients based on their financial goals and objectives. You will help clients make informed decisions about their finances, investments, and insurance.
Duties
- Mentor associates, provide constructive feedback to employees, and assist other financial reporting team members.
- Oversee gathering of and/or collaborate with internal teams to gather required information and meet reporting timelines.
- Draft financial driver language and MD&A that is well written, organized, and in a manner that is meaningful to the audience.
- Present and explain complex material to the financial reporting team and other stakeholder groups within the organization.
- Communicate with external auditors as needed ensuring key deliverables are met.
- Review reports for accuracy and timeliness, provide insightful analysis, and explain reporting results.
- Research and implement new accounting standards under U.S GAAP and other public company regulations.
- Ensure compliance with company policies and procedures related to Financial Reporting.
- Stay current with industry best practices to ensure consistent with industry benchmarks.
- Advocate for process improvements including identifying and leading the implementation of opportunities where technology can achieve automation and/or simplification. of financial plans
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Certified Financial Planner (CFP) designation preferred
- Strong analytical skills and attention to detail
- Excellent communication and interpersonal skills
- Knowledge of financial software for analysis and reporting
This position offers a rewarding opportunity to help individuals achieve their financial aspirations while growing professionally in the finance industry.
Job Type: Full-time
Pay: $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- financial driver language and MD&A: 2 years (Required)
- Finance Reporting Advisor: 2 years (Required)
Work Location: Remote
Salary : $150,000
