Strategic Advisor
Company Description
Connelly CPA, Inc. provides strategic accounting, tax, business, and financial planning services for individuals, as well as small and medium-sized businesses in the Route 128 Boston area. We specialize in delivering personalized and seamless solutions that help our clients achieve their financial goals. With a focus on precision and value, we serve as trusted advisors committed to your financial success. Our team is dedicated to creating tailored strategies to address the unique needs of each client.
Role Description
This is a full-time remote role for a Strategic Advisor. The Strategic Advisor will provide consulting services to clients, collaborate with executive teams, and develop tailored financial and business strategies. Key responsibilities include engaging in effective strategic planning, leading and managing projects, and offering day-to-day advisory on financial and business operations to optimize growth and profitability.
Qualifications
- Strong Analytical Skills and expertise in Strategic Planning to develop and assess business growth strategies
- Experience in Consulting and working closely with clients to deliver tailored solutions
- Familiarity with Executive Management processes and decision-making
- Proficiency in Project Management and leading impactful initiatives
- Exceptional communication and interpersonal skills
- Ability to work independently and remotely while meeting deadlines
- CPA credentials or equivalent financial expertise are a strong advantage
- Previous experience in financial services, accounting, or business strategy is a plus