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CA
Careers at CBIZ
Senior Consultant (BES)
Career Insights for Financial Planner / Investment Consultant
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Scorecard
Based on Missouri data
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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.
$113,502 / year median in Missouri
-1% projected decline
Job Description
View More Jobs Senior Consultant (BES) St Louis, MO, United States (Hybrid) Be the First to Apply Apply Now Job Info Job Identification 6287 Posting Date 08/21/2026, 04:24 PM Locations 14567 N. Outer Forty Road, Ste 300, Chesterfield, MO, 63017, US (Hybrid) Essential Functions and Primary Duties Oversee the month-end and year-end closing process, including preparation of audit schedules, financial statements and notes to the financial statements Keep engagement partner informed and updated on engagement progress, engagement issues, and team status and needs Knowledgeable on complex accounting issues and treatment, proficient in accounting research Responsible for preparing monthly financial statements, including statement of financial position, statement of activities, statement of functional expenses, and analysis on changes in financial position and budget variances Review reconciliations for significant balance sheet accounts and various other general ledger accounts, as needed; and review month-end closing entries including payroll, fringe, indirect allocations, investment allocations, and grant allocations Maintain deep understanding of the accounting operations within each assigned client Proficient knowledge of the clients accounting software packages Responsible for recommending and enforcing the internal controls, policies, and procedures, established by the client Lead the engagement team in preparation for clients audits as the main contact with external auditors Manage the preparation of our clients 990 and tax forms and year end preparation of their 1099s Recommend, design, and implement any necessary policy controls and procedures. Other duties may include, but are not limited to: budget preparation, review, modification, Grant reporting to private/federal funders, Drafting of Policies and Procedures, review and payment of client payables in third party software, client billing, drafting of engagement letters Train, coach and mentor staff accountants Review and supervise Senior and Staff Accountants monthly work, including journal entry and monthly reconciliation review, ensuring accuracy and efficiency in month end completion Assist in growth, development and training of staff Minimum Qualifications Bachelor's degree in relevant field 3 years of relevant work experience Achieve professional certifications relative to area of expertise, must have and preserve required licenses Must possess analytical skills Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Must be able to travel based on client and business needs #LI-HS1 #LI-Hybrid About Us CBIZ, Inc. (