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2 results for Finance in Lebanon, NH
- Concord, NH
- onsite
- Permanent
- 50000 - 80000 USD / Yearly
- <p>We are looking for an Associate Financial Planner to join our team in Concord, New Hampshire. In this role, you will deliver personalized financial planning services to individuals and families, ensuring they are equipped to make informed decisions and achieve their long-term financial goals. You will work collaboratively with advisors while adhering to fiduciary principles and fostering strong, trust-based relationships with clients.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Develop tailored financial plans that address clients' individual goals and circumstances.</p><p>• Collaborate with advisors to ensure client needs are met with fiduciary care and transparency.</p><p>• Build and nurture long-term relationships with clients, maintaining regular communication to adapt plans as needed.</p><p>• Conduct thorough assessments of clients' financial situations, including investments, savings, and income.</p><p>• Provide expert guidance on financial strategies, including retirement planning, portfolio management, and wealth preservation.</p><p>• Stay updated on industry trends and regulatory changes to provide accurate and informed advice.</p><p>• Promote business growth by identifying new opportunities and cultivating client referrals.</p><p>• Maintain compliance with all financial regulations and standards in all practices.</p><p>• Utilize strong business development skills to expand the firm's client base.</p><p>• Assist clients in navigating complex financial decisions with clarity and confidence.</p>
- 2026-03-04T00:00:00Z
- Montpelier, VT
- onsite
- Temporary
- 50 - 60 USD / Hourly
- We are looking for an experienced Financial Reporting Manager to join our team on a long-term contract basis in Montpelier, Vermont. In this role, you will oversee critical financial reporting processes, ensuring compliance with regulatory standards and delivering accurate, timely reports. This position offers an excellent opportunity to contribute your expertise in GAAP and statutory accounting within a dynamic environment.<br><br>Responsibilities:<br>• Prepare and manage comprehensive financial reports, including annual and quarterly filings.<br>• Ensure compliance with SEC reporting requirements and other applicable regulations.<br>• Monitor and analyze financial data to produce accurate earnings per share (EPS) calculations.<br>• Oversee the implementation of GAAP and statutory accounting principles in financial reporting processes.<br>• Collaborate with internal teams to streamline reporting workflows and improve data accuracy.<br>• Manage the development and submission of annual financial statements.<br>• Provide insights and recommendations to support decision-making based on financial analysis.<br>• Maintain up-to-date knowledge of industry trends and regulatory changes affecting financial reporting.<br>• Coordinate audits and ensure timely responses to external auditors.<br>• Lead initiatives to enhance reporting systems and tools for improved efficiency.
- 2026-03-26T00:00:00Z