What are the responsibilities and job description for the Senior Business Advisor position at Fiducial?
Company Overview
Since 1925, Federated Fiducial has been providing a variety of business services to funeral homes. Federated supports more than 1300 clients. In size, the clients range from small rural operations to large volume firms conducting more than 1000 funerals annually.
Federated became a part of the Fiducial family in late 2011. Fiducial, founded in France in 1970, is a major provider of financial services (Business Counseling, Bookkeeping, Payroll and Tax Preparation & Advisory Services) to small businesses and their owners. As a trusted advisor to entrepreneurs, Fiducial provides the financial back office infrastructure to clients, allowing them to focus on what they do best: serve their customers.
Position Overview
- Communicate with clients about their objectives for succession planning, including providing information on department’s service options and how they can achieve client goals.
- Ability to prioritize work queue based on client deadlines.
- Act as an information source for other Departments within the company.
- Ability to read and interpret financial statements and tax returns
- Work extensively in Microsoft Excel, utilizing formulas to process work.
- Research various accounting and transaction issues as they arise.
- Communicate with clients and Federated staff about valuation questions and status
- Various other duties as assigned
Desired Skills/Experience/Attributes
- Advanced skills in Excel & Word and other Microsoft programs.
- QuickBooks and various tax software skills.
- Ability to write reports, business correspondence and procedure manuals.
- Ability to effectively present information and respond to questions from groups of managers and clients.
- Organization and time management skills.
- Knowledge of general office equipment.
- Attention to detail & ability to self-review.
- Ability to solve practical problems and deal with variables in situations where only limited information exists.
Education, Certificates, Licenses, Registrations
- Bachelor’s degree from four-year college or university and five-seven (5-7) years related experience.
- Certified Public Accountant licensed in the State of Illinois or Florida is preferred, or willingness to pursue.
- Willingness to pursue Accreditation in Business Valuation (ABV).
- Corporate and individual tax preparation, including transactions and other complex scenarios.
- Ability to take responsibility for own work product and recommend process improvement opportunities as identified.
