Coordinate strategic financial planning for the company and its clients, including expenses, income, insurance coverage, objectives, tax status, and risk tolerance
Provide insights about spending trends, cost-savings initiatives, and margin opportunities Required skills
Focus on daily and month-end accounting to determine results, including P&L activity (management fees, fee splitting, gross-ups, reclasses), balance sheet activity (deferrals, accruals), and accounts-receivable cash application, in compliance with GAAP
Collaborate with management on development and execution of funding strategies
Manage the preparation and publication of departmental and organization financial documents
Examine financial and legal documents to verify accuracy and adherence to financial regulations and acceptable financial principles
Develop or recommend solutions for problems or situations