Remote Otter LogoRemoteOtter

Financial Consultant - Remote

Posted 33 weeks ago
Stage1financial logo

Stage1financial

Finance / Legal
Full Time
Worldwide

Share This Job!

Jobs from Stage1financial:

Overview

Stage 1 Financial LLC is the premier financial services firm and VC for high growth exciting consumer brands. We are female founded and a remote first environment with a belief in human autonomy in the workplace.

In Short

  • Partner with team members to meet client stakeholder needs
  • Partner with a variety of companies that are going through various stages: Start up, Growth, Scale, Sell, etc.
  • Recommend and implement process improvements by streamlining, automating, reconfiguring, or recommend and implement new software
  • Create C-Suite slide decks and participate in client meetings and presentations
  • Create client service plans, and participate in project team meetings
  • Utilize MS Excel and a variety of software to complete accounting and finance duties
  • Travel to client sites in the Tampa Bay Area on occasion

Requirements

  • Bachelor’s Degree in Accounting or related field strongly preferred
  • 5-8 years of progressive experience in a mix of finance and accounting roles required
  • Public or private accounting/consulting experience strongly preferred
  • Advanced Excel and modeling skills (pivots, lookups, complex formulas, and macro capability)
  • Strong accounting and finance knowledge and experience (month/year-end close, general ledger, financial systems, financial reporting, consolidations, reconciliations, cash flow modeling, etc.)
  • Private equity and/or mergers and acquisitions experience preferred
  • MBA or dual degree in finance, CPA, CMA, or other certifications preferred
  • Ability to learn new software programs quickly

Benefits

  • Remote work environment
  • High-performance culture
  • Diverse team collaboration
  • Opportunities for professional growth

Similar Jobs:

G.E.T

Financial Consultant - Remote

Global Elite Texas

2 weeks ago

Join AO Globe Life as a Financial Consultant, helping families secure their financial future through virtual consultations and personalized solutions.

Client Consultations
Relationship Management
Administrative Tasks
Financial Solutions
USA
Full-time
Sales / Business

G.E.T

Financial Consultant - Remote

Global Elite Texas

2 weeks ago

Join AO Globe Life as a Financial Consultant, helping families secure their financial future through virtual consultations.

Client Consultations
Relationship Management
Administrative Tasks
Financial Solutions
USA
Full-time
Sales / Business

I.W.P

Financial Consultant - Remote

Ironclad Wealth Partners

6 weeks ago

Join as a Financial Consultant to empower clients through financial education and support, with flexible work options and uncapped income potential.

Financial Education
Client Support
Customer Service
Entrepreneurial Skills
CA, USA
Full-time
Sales / Business

CampusWorks

Financial Aid Consultant - Remote

CampusWorks

2 weeks ago

CampusWorks seeks Financial Aid Consultants to enhance financial aid operations for higher education clients.

Financial AID
Consulting
Higher Education
Compliance
USA
Full-time
Finance / Legal
Accordion logo

Senior Financial Consultant - Remote

Accordion

5 weeks ago

Join Accordion as a Senior Financial Consultant to enhance value for private equity-backed portfolio companies through strategic finance and process improvements.

Financial Strategy
Process Improvement
Private Equity
CFO Advisory
London, UK
Full-time
Finance / Legal