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| Employer Name: |
SpiderID: 13647240 |
| Location: Calgary, Alberta |
Date Posted: 1/14/2024 |
| Wage: |
Category: Finance/Investment |
| Job Code: |
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Job Description:
About Us
Welcome to James Luo Professional Corporation, your trusted partner in accounting and financial services. We have been committed to providing top-notch financial solutions to individuals and businesses alike. Our team of highly skilled and experienced professionals is dedicated to delivering tailored services that meet your unique needs. We specialize in tax planning and preparation, audit and assurance, bookkeeping, and financial consulting. At James Luo Professional Corporation, we pride ourselves on our integrity, accuracy, and personalized approach to each client.
To better serve our clients, we are now looking for a Financial Manager to join our team, please send your resume to jobs.jamesluo@outlook.com.
Position Detail
Employment Type: Full-time, Permanent
Hourly Wage: $60.10
Hours Per Week: 30 to 40 hours
Location of Work: Calgary, AB
Duties and Responsibilities
-Oversee and manage the assets of clients, ensuring optimal growth and risk management.
-Conduct in-depth financial analysis to evaluate client financial health, identify trends, and provide strategic recommendations.
Assess and mitigate financial risks for both clients and the firm, including market risk, credit risk, and liquidity risk.
-Develop and maintain financial models, budgets, and forecasts to guide clients and the company towards their financial goals.
-Provide tax planning strategies for clients and ensure compliance with tax regulations, optimizing tax efficiency.
-Communicate with clients to discuss financial performance, provide updates, and address any concerns or questions.
-Develop and implement growth strategies for the firm, including expanding the client base and identifying new business opportunities.
-Provide investment advice and recommendations to clients, guiding them in making informed investment decisions to achieve their financial objectives.
Qualifications
-A bachelor’s degree in business or a related discipline
-3 years of related experience (5 years preferred)
Contact Information:
| Contact Name: James Luo |
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| City: Calgary |
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| State: Alberta |
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