Financial Reporting Director directs and oversees the preparation and distribution of all periodic financial statements for external use. Ensures that reports, filings and documentation complies with company's regulations, professional standards, and SEC and GAAP reporting guidelines. Being a Financial Reporting Director confirms that entries, transactions, and accounts are accurately and properly consolidated and are included in internal and external financial statements. Advises management of trends and changes in reporting requirements and recommends best approach for any changes in reporting. Additionally, Financial Reporting Director may serve as a liaison with or oversee the work of external auditors. May direct the preparation of materials for board or shareholders. Requires a bachelor's degree of Accounting or Finance. Typically reports to top management. The Financial Reporting Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be a Financial Reporting Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
The Role
Guidant financial is currently looking for a remote Client Relations Specialist. This role is responsible for the new client onboarding meeting for our Bookkeeping and Tax department and communications with clients throughout the onboarding process.
This role will conduct client interviews to help our small business owners understand the scope of the services provided, educate on accounting and tax best practices, and guide clients through the fundamentals of the accounting software.
This role will also support the Onboarding Manager and accountants on various client communications and workflow coordination.
What You’ll Be Doing
Additional Functions
Requirements
Other Requirements
For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment.
These include 1) a space to work out of (i.e., home office) and 2) High speed internet.
Benefits
Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays.
This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US : AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO
The wage for this position is between $57,000 - $62,000 annually.
Last updated : 2024-02-23
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