Financial Advisor

Company: VirtualVocations
Location: Staten Island
Posted on: January 31, 2025

Job Description:

A company is looking for a Financial Advisor to provide strategic financial support to clients on an ad hoc basis.

Key Responsibilities

Maintain client relations and advise on financial and tax strategies
Oversee budgeting, financial reporting, and ensure compliance with regulations
Optimize financial processes and assist with fundraising strategies

Qualifications & Experience

Proven experience as a senior finance leader
Strong expertise in financial planning and forecasting
Experience working with startups
Knowledge of GAAP, tax laws, and financial regulations
Ability to adjust schedule based on client needs

Keywords: VirtualVocations, Toms River , Financial Advisor, Accounting, Auditing , Staten Island, New Jersey

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