About Company
Strategic Financial Alliance, Inc. (SFA) is a leading independent broker-dealer and registered investment adviser, dedicated to empowering financial professionals across the nation. With a commitment to integrity, innovation, and partnership, SFA provides a comprehensive platform of tools, resources, and support that enables advisors to deliver exceptional value to their clients. Our culture fosters collaboration, continuous growth, and a shared vision of success, ensuring that our team members and affiliated advisors thrive in a dynamic financial landscape. We are proud of our service-oriented approach and our strong foundation built on trust and ethical practices.
Job Description
Strategic Financial Alliance, Inc. is seeking a diligent and detail-oriented Finance Officer to join our Business Support team in Palm Harbor, FL. This pivotal role is ideal for a proactive financial professional eager to contribute to the operational efficiency and strategic growth of a dynamic financial services firm. As a Finance Officer, you will be instrumental in managing day-to-day financial operations, ensuring compliance with regulatory standards, and providing critical financial insights to support business decisions. Your expertise will directly impact our ability to maintain fiscal health and support the complex needs of our independent financial advisors. This role requires a strong understanding of accounting principles, financial reporting, and a commitment to accuracy and confidentiality. You will collaborate closely with various departments, offering essential financial support that underpins our operational success and helps drive our mission to empower financial professionals. If you are a driven finance professional looking to make a significant impact within a growing and respected organization, we encourage you to apply.
Key Responsibilities
- Manage and oversee daily accounting operations, including accounts payable, accounts receivable, general ledger, and bank reconciliations.
- Prepare accurate and timely financial statements, reports, and analyses for internal and external stakeholders.
- Assist in the development and monitoring of budgets, forecasts, and cash flow projections.
- Ensure compliance with all relevant financial regulations, accounting standards (GAAP), and internal policies.
- Support the annual audit process by preparing necessary documentation and responding to auditor inquiries.
- Process payroll, manage employee expense reports, and administer benefits-related financial tasks.
- Provide financial insights and recommendations to management to optimize resource allocation and improve financial performance.
- Maintain strong internal controls and continuously identify opportunities for process improvement and automation within the finance function.
- Collaborate with other departments to support cross-functional projects and initiatives with financial expertise.
Required Skills
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
- Minimum of 3 years of progressive experience in finance or accounting roles, preferably within the financial services industry.
- Proficiency in accounting software (e.g., QuickBooks, SAP, Oracle) and advanced Microsoft Excel skills.
- Solid understanding of GAAP and financial reporting principles.
- Strong analytical, problem-solving, and decision-making abilities.
- Excellent written and verbal communication skills.
- Demonstrated ability to manage multiple tasks, prioritize effectively, and meet deadlines.
- High level of integrity, accuracy, and attention to detail.
Preferred Qualifications
- CPA designation or actively pursuing CPA certification.
- Experience with broker-dealer or RIA specific accounting and regulatory reporting.
- Master's degree in Finance or Business Administration.
- Familiarity with financial planning and analysis (FP&A) methodologies.
- Experience with payroll processing systems.
Perks & Benefits
- Competitive salary and comprehensive benefits package.
- Health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Paid time off and company holidays.
- Opportunities for professional development and continuing education.
- A collaborative and supportive work environment.
- Casual dress code.
- Employee assistance program.
How to Apply
Interested candidates are encouraged to submit their resume and a cover letter detailing their qualifications and experience. Please click on the link below to apply for this position.