2

Remote Ex Financial Advisor Jobs in Indiana (NOW HIRING)

Topo provides fractional embedded accounting and finance support to venture-backed companies. Topo ... This position can be remote based in the states in which the company operates. For a full list of ...

$110K - $115K/yr

... financial advisors and sharing the John Hancock goal of customers living Longer, Healthier and Better lives. This is a remote, home based opportunity. The position offers a sales based incentive with ...

Act as the key technical advisor to the EVP and GM, translating complex concepts into business ... Financial acumen and an understanding of how to run R&D with P&L discipline, preferably within a ...

Act as the key technical advisor to the EVP and GM, translating complex concepts into business ... Financial acumen and an understanding of how to run R&D with P&L discipline, preferably within a ...

Act as the key technical advisor to the EVP and GM, translating complex concepts into business ... Financial acumen and an understanding of how to run R&D with P&L discipline, preferably within a ...

You'll work with cross-functional teams and client teams as a trusted advisor and domain expert. We ... We offer unlimited PTO, a flexible remote work policy, and a supportive environment that ...

You'll work with cross-functional teams and client teams as a trusted advisor and domain expert. We ... We offer unlimited PTO, a flexible remote work policy, and a supportive environment that ...

This is a remote role open to any location in continental US This is an opportunity to make a ... Partner with plan sponsors, consultants, advisors, and internal stakeholders to develop ...

Showing results 21-40

Remote Ex Financial Advisor information

What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?

AspectRemote Ex Financial AdvisorRemote Financial Planner
CertificationsCFP, Series 7/66, State licensesCFP, Series 7/66, State licenses
Work EnvironmentClient consultations, portfolio management, complianceClient meetings, financial analysis, planning
Employer & Industry UsageFinancial firms, banks, independent advisorsFinancial advisory firms, banks, independent planners
Search & Comparison IntentYesYes

Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.

What are the most commonly searched types of Ex Financial Advisor jobs in Indiana? The most popular types of Ex Financial Advisor jobs in Indiana are:
What job categories do people searching Remote Ex Financial Advisor jobs in Indiana look for? The top searched job categories for Remote Ex Financial Advisor jobs in Indiana are:
What cities in Indiana are hiring for Remote Ex Financial Advisor jobs? Cities in Indiana with the most Remote Ex Financial Advisor job openings:

Assistant Controller

Topo Advisors

Indianapolis, IN โ€ข On-site, Remote

Full-time

Posted 17 days ago


Job description

Topo is hiring key team members for its accounting team. If you've ever been interested in working at a startup as a member of the initial team, this is it!

Topo provides fractional embedded accounting and finance support to venture-backed companies. Topo's customers look to us as early-stage company experts focused on helping their companies succeed.

We are looking for a strong Assistant Controller to provide world-class accounting support to high-growth venture-backed companies. You'll be a hands-on thought partner to CEOs and leadership team members at dynamic software and services companies.

This position can be remote based in the states in which the company operates. For a full list of states, please see below. The company is headquartered and based in Indianapolis, Indiana.

About this role: This role will support Topo's team members in delivering high quality accounting support to Topo's customers. In this role, we're looking for a high agency person with a strong understanding of and an interest in startups. This role will become increasingly strategic as the individual grows within Topo.

What You'll Do:

  • Manage monthly financial close and general accounting activities for clients.
  • Manage relationships with external auditors and tax advisors ensuring timely and accurate completion of deliverables.
  • Manage activities of Topo team members to support execution of engagements.
  • Provide support for the budgeting and planning process; work with team on monthly forecast against budget including cash flow projections.
  • Research and provide leadership both internally and to clients regarding all technical accounting questions and updates.

What You'll Need:

  • You're organized and demonstrate a high attention to detail and accuracy.
  • You're a self-starter who can put ideas into action.
  • You love working with numbers and helping people.
  • You have the ability to quickly shift from high-level strategic thinking to tactical execution.
  • 4+ years in public accounting, corporate accounting or finance, or similar experience.
  • Excellent quantitative skills with strong experience in spreadsheet software and familiarity with Quickbooks.
  • Ability to embrace ambiguity, uncertainty, and changing business landscapes.
  • CPA strongly preferred.
What We Value:TRUST

Our team members operate in a high-trust role with customers. Trustworthy team members exhibit: uncompromising integrity, empathy, attention to detail, and the ability to exceed expectations.

OWNERSHIP

Our customers love working with us because we care about the success of their companies as much as they do. Our team members take ownership of the relationship with customers through consistency, responsiveness, and thought partnership.

INTELLECTUAL CURIOSITY

Our customers look to us for guidance on industry standards, recommendations on best practices, and thought leadership. Team members should combine personal experience as well as internal and external resources to be learning machines that will result in strategic insight to the companies we support.

Topo Advisors is an equal-opportunity employer, and we value diversity at our company. We don't discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Candidates must be authorized to work in the United States without the need for sponsorship now or in the future.

Employment Type: FULL_TIME