Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
OJ
Oliver James
Managing Associate Strategic Finance Advisory
Career Insights for Financial Planner / Investment Consultant
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Maryland data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$101,901 / year median in Maryland
+0% projected growth
Job Description
Are you looking to transition from External Audit into Corporate Accounting & Finance, but don't know what area makes sense for you? If you answered YES, then you should probably read on!
- We are partnered with a leading Single Client Advisory firm, who are looking for External Auditors who want to gain exposure, to a wide range of Industries & Accounting/Finance functions, such as FP&A, M&A, Fund Accounting, Technical Accounting & System Implementation work.
NOTE:
no pre-requisite knowledge is required, other than an External Audit foundation & an openness/willingness to take on new challenges) Skills, Knowledge and Qualifications- Undergraduate degree in Accounting or Finance, Masters degree preferred
- Certified Public Accountant (CPA) certification preferred
- will accept those who are in process
- Minimum of 3 years of External Audit exposure, with a Big 4, or large CPA Firm.
- Minimum of 3 busy seasons in external audit
- Will accept 2 main busy seasons & a summer busy season
- High degree of professionalism required
- including the ability to communicate with C-Suite level individuals.
- Strong knowledge of
GAAP, IFRS, FASB & SEC/ASC
rules and standards.- Advanced Microsoft Excel skills (i.