Financial Advisor
Company: VirtualVocations
Location: Staten Island
Posted on: January 31, 2025
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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, Hartford , Financial Advisor, Accounting, Auditing , Staten Island, Connecticut
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