Financial Professional
2 days ago
This position is ideal for a self-motivated professional who can take full ownership of their work, communicate effectively with clients, and independently manage projects from start to finish.
Main Responsibilities- Take full ownership of assigned projects, managing workflow from planning through completion with minimal supervision.
- Develop and maintain strong client relationships by understanding client business models, and providing timely communication via phone and email.
- Participate in strategic meetings and contribute to project strategy with input from senior team members.
- Diploma or degree in Accounting, Finance, or related field.
- 2–4 years of experience in public accounting.
- CPA designation in progress or newly earned.
- Direct experience in a public accounting or bookkeeping environment.
- Familiarity with investment bookkeeping.
We are dedicated to helping professionals thrive in their careers and communities. Our values include cultivating growth, innovation, and collaboration.
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