Job Role: 1. Client Relationship Management: Build and maintain strong, long lasting client relationships by understanding their financial goals, risk tolerance, and investment preferences. Provide personalized investment advice and solutions to clients, ensuring that their financial objectives are met. 2.…
Spearhead internal client facing teams and guide them on solution delivery. Independently lead smaller modules of the engagement Identify, assess and monitor risks by developing a risk management plan and strategy and identify opportunities to improve business processes Assist clients…
Analyze complex financial reports and records Review journal entries of junior accountants to ensure accuracy Perform variance analyses and prepare account reconciliations Prepare financial reports Perform account reconciliations Maintain the general ledger, prepare tax returns, assist with audit preparations, and…
Analyze complex financial reports and records Review journal entries of junior accountants to ensure accuracy Perform variance analyses and prepare account reconciliations Prepare financial reports Perform account reconciliations Maintain the general ledger, prepare tax returns, assist with audit preparations, and…