2 results for Financial Advisor Wealth Management in Cape Coral, FL

Financial Analyst (Part time) We are offering a part time employment opportunity in Naples, Florida, for a Financial Analyst. This role will involve working closely with financial data and accounting software systems. You'll be working in a team-oriented environment, focusing on analyzing financial data and providing insights to help guide business decisions. Responsibilities:• Analyze financial data using Microsoft Excel to provide insights on business performance• Perform data mining techniques to extract relevant information for financial analysis• Use CRM to track and manage customer interactions• Leverage Accounting Software Systems for financial data management• Execute accounting functions as needed, and assist with auditing processes• Manage capital assets and ensure optimal utilization• Operate Stripe for processing financial transactions• Monitor weekly and monthly financial trends and provide regular updates.

Controller Robert Half is currently recruiting for a well-established construction company in Fort Myers that has an immediate need for a Controller. This is a hands-on role that is perfect for someone who thrives in a fast-paced and dynamic work environment. As the Controller, you will be a key player in overseeing the company's financial health, ensuring accurate reporting, and providing actionable insights to support business goals. This position is ideal for someone who enjoys rolling up their sleeves and working closely with a small team to manage all aspects of the accounting and finance function. Key Responsibilities:<ul><li>Oversee the day-to-day financial operations of the company, maintaining accurate financial records and ensuring compliance with accounting standards and procedures.</li><li>Actively manage and mentor a small accounting team to ensure timely and accurate reporting, fostering a collaborative team environment.</li><li>Prepare monthly, quarterly, and annual financial statements, including analysis of financial performance and recommendations for improvement.</li><li>Collaborate with project managers to oversee job costing, budget tracking, and financial forecasting for construction projects.</li><li>Manage cash flow by monitoring receivables, payables, and ensuring adequate liquidity for operational needs.</li><li>Handle month-end and year-end close processes, ensuring reconciliations and journal entries are completed accurately and on time.</li><li>Liaise with external partners such as auditors, tax advisors, and banks to address financial matters, filings, and compliance requirements.</li><li>Establish and maintain internal controls to safeguard company assets and improve operational efficiency.</li><li>Stay updated on local, state, and federal regulations relating to the construction industry to ensure compliance.</li><li>Provide leadership in the development and execution of financial strategies aligned with company goals.</li><li>Recommend and implement process improvements to optimize the accounting and financial systems as the company grows.</li></ul> For immediate consideration, please reach out to Derek Slowinski (Vice President/Practice Director) on LinkedIn or contact him at 239-900-1321.