What are the responsibilities and job description for the Manager of Financial Planning & Analysis position at Synergy Staffing?
You will work side-by-side with firm leadership to serve clients and help further their mission, having a direct impact on the firm's success. Additionally, you will be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills.
Responsibilities
- Be a trusted member of the team providing various tax and advisory services to many different types of nonprofits.
- Review and analyze nonprofit tax returns provide analysis and consultation and communicate with clients to discuss best practice nonprofit tax reporting.
- Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
- Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of best practice tax reporting
- Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client
- Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
- Maintain current knowledge of federal and state nonprofit tax laws and regulations
- Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
- Invest in your professional development individually and through participation in firm wide learning and development programs
Qualifcations
Bachelor's degree in Finance, Business Administration, Accounting or related field or relevant experience and/or education as determined by the company in lieu of bachelor's degree.
Preferred
Master's Degree in Finance, Business Administration, Accounting or related field
EXPERIENCE
Required
5 years in Finance
3 years in a management role
Salary : $135,000 - $145,000