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Who we are:
We are a creative, collaborative, and passionate team of business advisors that love working with amazing Innovation-based companies. We provide an array of accounting, business operations, and fractional-CFO services designed to help our entrepreneurial clients in a few select verticals unleash their potential:
We have offices located in beautiful Downtown Boulder, CO on Pearl Street, in the LoDo area of Denver, as well 2 offices in sunny San Diego, CA (UTC & Downtown). We also have a presence in Silicon Valley. Our clients are located throughout the US and Internationally. We do a lot of the things you’d expect a CPA firm to do, but we are so much more - we are a Financial Studio.
We are looking for:
A Financial Specialist - A strong numbers-oriented person that is a great communicator, is great at tracking and meeting deadlines, and has the ability to grow and learn Business Advisor skills over time.
What a typical day might be like:
Each day is filled with a variety of tasks from recording and reconciling client transactions to special research projects where you might either be working solo, championing the completion of a project, or you might be working in coordination with a Business Advisor to achieve a set goal for a client.
Many of the tasks that you will encounter will be entry level, such as managing electronic streams of data and ensuring they are recorded to the correct locations. You will have opportunities to learn and grow within the team. Most of the work we do is completed on SaaS based technologies and accounting software including QuickBooks Online.
Your typical day may include the following tasks:
Some other cool stuff to know:
This job might be for you if:
You might be a really good fit if:
The Pay and the Perks:
We offer competitive salaries, a flexible work environment, and great colleagues! Our full benefit package includes health, dental, vision, life AD&D, and long-term & short-term disability coverage. Full-time employees are also eligible for our matching 401(k), PTO, parking/transit pass, pre-tax dependent care FSA, HSA account options, and paid holiday time. Additional perks include regular office breakfasts, lunches, and team outings. Consideration for semi-annual bonuses and regular salary reviews as well as educational expense benefits.
Full Time
Investment Management
$73k-91k (estimate)
04/20/2024
05/09/2024
richtr.studio
San Francisco, CA
<25
Investment Management
The job skills required for Financial Specialist (Hybrid/In Office) include Accounting, Insight, Financial Statements, CPA, Accounts Payable, Accounts Receivable, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Specialist (Hybrid/In Office). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Specialist (Hybrid/In Office). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Specialist (Hybrid/In Office) positions, which can be used as a reference in future career path planning. As a Financial Specialist (Hybrid/In Office), it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Specialist (Hybrid/In Office). You can explore the career advancement for a Financial Specialist (Hybrid/In Office) below and select your interested title to get hiring information.
If you are interested in becoming a Financial Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Specialist job description and responsibilities
They also prepare and submit financial paperwork to government regulators.
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They review balance sheets, revenue and spending data and loan documents and prepare reports about a bank’s or an organization’s financial condition.
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They provide financial advice, develop financial models and assess financial risk.
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Prepare country financial accountability assessments over the project cycle of the Bank.
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They might have to coordinate with the other medical billing specialists to make sure everyone understands their responsibilities and deadlines.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Specialist jobs
Acquire an entry-level position at a bank or financial firm to learn how the market works and to understand how different products can help clients.
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Earning optional certifications such as the Chartered Financial Analyst designation for financial analysts can lead to better employment prospects and often to higher pay.
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Know the different types of financial analyst positions.
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Utilize the study sessions and register and obtain relevant licenses and certifications.
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Aspiring specialist will need to learn quickly and pick up whatever new skills are necessary.
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Step 3: View the best colleges and universities for Financial Specialist.