CPA Financial Advisor - Scottsdale-Based Opportunity

We are seeking a skilled Licensed CPA on behalf of our client, a prominent financial advisory firm in Scottsdale. This opportunity is ideal for a detail-oriented financial expert eager to make a significant impact within an innovative, client-focused environment. In this role, you'll support our client’s diverse client portfolio, guiding complex financial decisions that drive their success.

Key Responsibilities:

• Generate and assess detailed financial reports that meet the latest standards.
• Develop and manage financial strategies, including budgeting and forecasting.
• Facilitate mergers and acquisitions by performing comprehensive financial evaluations.
• Formulate effective tax planning solutions for clients.
• Engage in business valuation and feasibility studies.
• Provide ongoing support by evaluating and improving internal financial controls.
• Maintain current insights into industry developments to inform client strategies.
• Collaborate with interdisciplinary teams to deliver cohesive financial services.

Requirements

• Bachelor’s degree in Finance or Accounting is essential.
• CPA license, or eligibility to obtain one, is required.
• Proven experience in financial analysis and modeling.
• Proficiency in GAAP and tax law applications.
• Demonstrated experience (3+ years) in accounting or financial consulting.
• Skilled in explaining complex financial topics to diverse audiences.
• High attention to detail with advanced MS Office and financial software skills.
• Strong client relationship and teamwork skills with a proactive approach to project management.

Benefits

• Full-time role located in dynamic Scottsdale.
• Competitive salary package.
• Clear career advancement opportunities.
• Collaborative and vibrant team environment.

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. 

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. 

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. If you need assistance or an accommodation, please contact us at assistance@kellerexecutivesearch.com. 

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location. 

Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. 

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. 

E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. 

Privacy and Pay Equity: 

• California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com. 

• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available. 

• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws. 

State-Specific Information: 

• Rhode Island: We do not request or require salary history from applicants. 

• Connecticut: We provide wage range information upon request or before discussing compensation. 

• New Jersey: We do not inquire about salary history unless voluntarily disclosed. 

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process. 

Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law. 

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate. 

Additional Assistance: If you need further assistance to fully engage in our application process, please contact assistance@kellerexecutivesearch.com. 

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.