Certified Financial Planner

Description We are seeking a Certified Financial Planner in Oradell, New Jersey. The role entails providing financial planning services within a CPA firm. You will be responsible for a range of tasks, including processing customer applications, maintaining customer records, and capital management. Responsibilities: Utilize various accounting software systems for processing customer credit applications accurately and efficiently Maintain and manage customer credit records using CRM tools Perform various accounting functions, ensuring accurate and up-to-date records Participate in the annual budget process, contributing to the development and implementation of budget strategies Oversee and manage capital, ensuring its effective allocation and utilization Collaborate with various business units, providing financial planning and management support Implement and use Adaptive Insights for business planning Utilize EPM systems for enterprise performance management Leverage your knowledge of 3M processes and products to enhance financial planning and management Assist in the development and implementation of accounting functions. Requirements Must be a Certified Financial Planner (CFP) Proficiency in 3M and other accounting software systems Familiarity with Adaptive Insights, CRM, and EPM Ability to handle accounting functions and annual budget processes Experience with budget processes and business unit management Knowledge of capital management practices Ability to work within a CPA firm environment Strong communication and interpersonal skills Detail-oriented and able to meet deadlines Excellent problem-solving and analytical capabilities. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .