Financial Planning Analyst

4 days ago


Rochester, Medway, United Kingdom Smith Schafer & Associates Ltd. Full time
About the Role

We are seeking a highly skilled Financial Planning Analyst to join our team at Smith Schafer & Associates Ltd.

This is a full-time position responsible for learning processes and systems, assisting with planning and facilitating engagements, and working as part of a team to carry out tasks under close supervision.

The successful candidate will have a strong technical background in accounting and auditing principles, quality control standards, and technology implementation procedures.

Key Responsibilities:
  • Learns the planning process and assists in planning and facilitating multiple assignments.
  • Assists with facilitating engagements to meet budget and client expectations.
  • Provides exceptional service to clients by providing individual attention, responsiveness, and commitment to understanding their goals and needs.
  • Builds and strengthens co-worker and client relationships through effective communication and an understanding of relevant audit and accounting standards.
  • Learns and develops a good understanding of client businesses.
  • Executes solid understanding of accounting and auditing principles, ensures quality control standards are met, and applies technology implementation procedures.
  • Prepares work papers, reports, financial statement drafts, and letters of recommendations in accordance with firm and professional standards.
  • Identifies and communicates audit issues, technical matters, and improvement opportunities to senior accountants, supervisors/managers, or principals.
  • Demonstrates technical skills, general industry knowledge, and becomes familiar with the firm's services.
  • Maintains and complies with the highest degree of professional standards, client confidentiality, and personal conduct.
Requirements:
  • One year of similar accounting/auditing experience or administrative support experience in a financial or CPA organization.
  • Strong technical, analytical, and organizational skills.
  • Proficient in Excel and Word.
  • Excellent verbal and written communication skills.
  • High level of organization, focus, and exceptional attention to detail.

The salary range for this role is $60,000 - $80,000 per year, depending on experience. Benefits include health insurance, retirement plan, and paid time off.


  • Financial Analyst

    1 month ago


    Rochester, Medway, United Kingdom RES Exhibit Services, LLC Full time

    Job SummaryWe are seeking a highly skilled Financial Analyst to join our team at RES Exhibits. The successful candidate will be responsible for maintaining clear communication with the leadership team, staff, and overseeing the day-to-day accounting work as well as financial analytics, assisting with budgeting, forecasting, and various financial modeling...


  • Rochester, Medway, United Kingdom Hays PLC Full time

    Financial Analyst TraineeThis role sits within a leading organisation in its sector. The Financial Analyst Trainee will be responsible for producing monthly accounts for cost centres/activities within their remit, reporting figures to demonstrate the performance of the company against budget.Analysis of accounts to identify trends and opportunities for...


  • Rochester, Medway, United Kingdom Iberdrola Full time

    Senior Financial Analyst - New York ControllerThis role will oversee all financial information related to NYSEG and RG&E, including stand-alone and FERC reporting.The ideal candidate will have expert knowledge in accounting, finance, overall financial statements and cash flows, regulatory accounting, and exposure to IFRS Accounting.The base salary range for...


  • Rochester, Medway, United Kingdom RES Exhibit Services, LLC Full time

    Job DescriptionJob Title: Asset Data ControllerCompany: RES Exhibits, LLCAbout the Job:As a key member of the RES Exhibits team, you will play a vital role in maintaining clear communication with our leadership team, staff, and overseeing day-to-day accounting work, including financial analytics, budgeting, forecasting, and financial modeling tasks.Key...

  • Audit Accountant

    1 month ago


    Rochester, Medway, United Kingdom Smith Schafer & Associates Ltd. Full time

    Our Audit Accountant role is a fantastic opportunity for a detail-oriented and analytical individual to join our team at Smith Schafer & Associates Ltd.About the Role:This position involves learning and developing skills in accounting and auditing processes, assisting with planning and facilitating engagements, and working collaboratively with a team to...


  • Rochester, Medway, United Kingdom Master Builders Solutions Full time

    Job Title: Construction Materials AnalystWe are seeking an experienced Construction Materials Analyst to join our team at Master Builders Solutions. As a key member of our organization, you will play a vital role in supporting our sales team and regional market unit.Key Responsibilities:Materials Testing: Conduct accurate analysis of concrete and mortar...


  • Rochester, Medway, United Kingdom Bank of America Full time

    About the Role:As a Merrill Financial Solutions Advisor at Bank of America, you will play a critical role in helping clients achieve their financial goals. You will work closely with clients to understand their needs, develop personalized financial plans, and provide guidance on investment strategies.Key Responsibilities:Advise clients on financial planning...

  • Senior Accountant

    4 days ago


    Rochester, Medway, United Kingdom Smith Schafer & Associates Ltd. Full time

    About the RoleWe are seeking a highly skilled Senior Tax Accountant to join our team at Smith Schafer & Associates Ltd. The ideal candidate will have a strong background in tax planning and preparation, excellent analytical and organizational skills, and the ability to work effectively in a team environment.This is a challenging and rewarding role that...


  • Rochester, Medway, United Kingdom Smith Schafer & Associates Ltd. Full time

    Job Summary: Smith Schafer & Associates Ltd. is hiring a Tax Accountant to prepare individual and business tax returns, assist with tax planning, and review financial statements.Benefits: Competitive salary range: $48,000 - $62,000 per yearOpportunities for professional development and growthBenefits package including health insurance, paid time off, and...


  • Rochester, Medway, United Kingdom Smith Schafer & Associates Ltd. Full time

    Job OverviewS smith Schafer & Associates Ltd. is currently seeking a highly qualified Senior Tax Accountant to join its dynamic team. This is a full-time position that requires a strong background in tax planning and preparation, as well as excellent communication and interpersonal skills.As a Senior Tax Accountant, you will be responsible for preparing and...

  • Gas Engineer Analyst

    1 month ago


    Rochester, Medway, United Kingdom oilandgas Full time

    Job SummaryAs a Gas Engineer Analyst, you will provide technical support for planning, design, operation, and maintenance of the gas distribution and transmission systems. You will work under the supervision and guidance of engineering staff to assist in the development of engineered solutions and recommendations to enhance the safety and reliability of the...


  • Rochester, Medway, United Kingdom Cranleigh Personnel Full time £28,000 - £35,000

    Wealth Planning Administrator RoleAbout the OpportunityCranleigh Personnel is seeking a highly organized and detail-oriented Wealth Planning Administrator to join our team. As a key member of our administrative team, you will provide comprehensive support to our advisers, ensuring the smooth management of client affairs.Key ResponsibilitiesProviding...


  • Rochester, Medway, United Kingdom Michael Page (UK) Full time

    About the RoleThis is an exciting opportunity for a Senior Accountant to join our client in Medway. As a key member of the team, you will be responsible for leading audits from planning to finalisation.Responsibilities include preparing and reviewing financial statements in line with relevant standards, ensuring all regulatory and compliance requirements are...

  • Financial Advisor

    1 month ago


    Rochester, Medway, United Kingdom Bank of America Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our Merrill Wealth Management team at Bank of America. As a Merrill Financial Solutions Advisor, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment advice and guidance.Key ResponsibilitiesDevelop and...

  • Tax Accountant

    1 month ago


    Rochester, Medway, United Kingdom Smith Schafer & Associates Ltd. Full time

    Job Summary:The Tax Accountant is responsible for preparing individual and business tax returns and providing support to senior accountants, supervisors, managers, and principals. This includes assisting with tax planning, reviewing, and understanding financial statements, small business accounting, and researching technical tax issues.Key...


  • Rochester, Medway, United Kingdom Broadgate Full time

    Job Description:The Complaints Resolution Expert will play a key role in ensuring that Broadgate's complaints procedures are effective and efficient. This includes conducting root cause analysis, preparing reports, and liaising with external parties.Main Tasks:Handle complaints from initial acknowledgment to resolution, including redress calculations and FOS...


  • Rochester, Medway, United Kingdom VP Supply Corp Full time

    **About the Role**VP Supply Corp is a leading distributor of plumbing, HVAC, and electrical supplies, serving residential customers, contractors, and municipalities across various industries.**Job Summary**We are seeking a highly skilled Credit and Collections Analyst to join our Finance department in Rochester. The successful candidate will be responsible...


  • Rochester, Medway, United Kingdom Foundry Digital LLC. Full time

    Job Title: Strategic Director for Business Growth and OptimizationLocation: Remote with occasional travel to HQ in Pittsford, NYJob Summary: We are seeking a highly experienced Strategic Director to lead our business growth and optimization efforts. The ideal candidate will have a strong background in strategy development, business planning, and performance...

  • Tax Accountant

    5 days ago


    Rochester, Medway, United Kingdom Smith Schafer & Associates Ltd. Full time

    Job Title: Tax AccountantAbout Us: Smith Schafer & Associates Ltd. is a reputable firm that specializes in tax preparation and financial statement services.Salary Range: $45,000 - $60,000 per year, depending on experience and qualifications.Job Description:The Tax Accountant will be responsible for preparing individual and business tax returns, as well as...


  • Rochester, Medway, United Kingdom Liberty Global Full time

    We are seeking an experienced Senior Manager to join our finance team in London, responsible for leading financial planning processes, driving automation initiatives, and business partnering with Opco and Central department leads. The ideal candidate will have a strong background across one of, or a combination of: Banking, Consulting, Fintech, Tech and/or...